demobook

Kit: Create a lead magnet automation trigger

Demo summary

Demonstrates setting up a visual automation from scratch, using a form join as the trigger to start an email sequence.

Step-by-step

  1. Go to Automations and select Visual Automations
  2. Click Create a new automation
  3. Select Start from scratch and click Start Building
  4. Choose Joins a form as the trigger event
  5. Select your specific landing page or form from the dropdown list
  6. Click Add an event
  7. Click the plus icon and select Email sequence under Action
  8. Type a name for a new sequence or select an existing one from the list
  9. Click Create new and Add action

Options

  • Use pre-built automation templates instead of starting from scratch
  • Add a Delay action to wait a specific number of days or until a custom date
  • Add additional events or conditions to the automation path

Watch out for

  • You must have a landing page or form already created to select it as a trigger

Tips

  • Start with an empty automation to have full control over the build
  • Name your automation and sequences clearly (e.g., 'Test Lead Magnet Email') so they are easy to find later
  • Send the lead magnet via an automated email sequence rather than a simple page redirect to ensure it reaches their inbox

All demos from “How to Use Convertkit (Kit) to Deliver Your Freebie

  1. 0:293:11Create a landing page and custom form fieldsThe creator demonstrates how to select a landing page template, edit the content, and add custom form fields like 'First Name' and 'Location' to the sign-up form.KitBuild a lead-capture landing page
  2. 3:401:33Set up direct incentive deliveryShows how to use the 'Incentive' settings to automatically deliver a PDF download or redirect to a URL immediately after a user signs up.KitDeliver a lead magnet / freebie
  3. 5:132:10Create a lead magnet automation triggerCurrentDemonstrates setting up a visual automation from scratch, using a form join as the trigger to start an email sequence.KitBuild a welcome / drip automation
  4. 7:231:17Drafting the delivery email with personalizationShows the email editor interface, adding subscriber first-name personalization tags, and attaching a file or link to the email body.KitDesign a newsletter / email (drag-and-drop editor)
  5. Watch “How to Use Convertkit (Kit) to Deliver Your Freebie” →

Build a welcome / drip automation

  1. 20:412:23Set up a visual automation workflowShows how to build a welcome sequence from scratch using triggers (joining a form) and conditional logic based on email opens.Allan Borch - Dotcom Dollar
  2. 24:595:01Set up an email sequenceDemonstrates creating a multi-email sequence, setting send delays, and configuring exclusion filters.Business Growth Strategic Advisors
  3. 35:324:44Creating an automated email sequenceDemonstrates building a multi-day welcome sequence, adjusting send timing, and configuring sequence settings like exclusion tags and restart behaviors.Kit
  4. 3:310:32Creating Visual Automations in KitWalks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.Allan Borch - Dotcom Dollar
  5. 5:132:10Create a lead magnet automation triggerCurrentDemonstrates setting up a visual automation from scratch, using a form join as the trigger to start an email sequence.Netta Dobbins
  6. 18:464:04Setting up a visual automation workflowShows how to create a new automation triggered by a tag or purchase, and how to link it to an email sequence with conditional logic.Krause Tutorials
  7. 26:264:50Setting up an email sequenceShows how to create a multi-day email sequence, use content snippets for signatures, and schedule the timing between emails.Ivan Mana
  8. 4:210:37Build visual automations and customer journeysShows the visual automation builder used to create workflows for welcoming subscribers and tagging users based on behavior.Kit