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Kit: Setting up an email sequence

KitTry it →Watch full video →Ivan ManaIvan Mana·

Demo summary

Shows how to create a multi-day email sequence, use content snippets for signatures, and schedule the timing between emails.

Step-by-step

  1. Navigate to Send and select Sequences.
  2. Click New Sequence and select a template, such as Text Only.
  3. Draft your email content and use the Personalize menu to add the subscriber's first name.
  4. Click the plus icon and select Snippet to insert a pre-made signature.
  5. Set the timing for each email by adjusting the 'Send this email' delay (e.g., 1 day after the last email).
  6. Click Add Email to create subsequent messages in the drip series.
  7. Go to Settings to configure the sender address or exclude specific subscribers by tag.
  8. Click Update Sequence to finalize your settings.

Options

  • Choose between the Monterey template or a Text Only template.
  • Exclude specific subscribers from the sequence based on tags.
  • Adjust font size manually to ensure snippets match the rest of the email body.

Watch out for

  • A Pro Plan or Creator Plan is required to access the Sequences feature.
  • The editor may occasionally display font sizes or spacing differently than the final version; hit Save to refresh the view.

Tips

  • Use the Text Only template as it feels more natural and less like a marketing blast.
  • Set a 3-day delay between some emails to give subscribers time to rest.
  • Preview the email before publishing to ensure the personalization tags and links work correctly.

Highlights

“if you want to upgrade you'll just have a little button here that says upgrade pretty simple process”

All demos from “ConvertKit Tutorial (2024): The COMPLETE Step-By-Step Guide for Beginners”

  1. 3:022:33Configure email deliverability settingsDemonstrates how to verify a professional email address, set up a physical business address, and enable unsubscribe surveys to improve deliverability.KitAuthenticate sending domain (SPF/DKIM/DMARC)
  2. 6:531:27Importing subscribers via CSV or APIShows the interface for adding single subscribers, importing from other providers like Mailchimp, or uploading a CSV file.KitImport / migrate contacts
  3. 8:305:09Building an inline subscription formWalks through selecting a form template, customizing fields, changing button styles, and setting up the incentive (double opt-in) email with a lead magnet download.KitCreate an email signup / subscription form
  4. 13:481:31Embedding a ConvertKit form on a websiteDemonstrates copying the HTML/JavaScript embed code and pasting it into a third-party landing page builder (Unbounce).KitIntegrate with Shopify / store / CRM / other apps
  5. 16:513:36Creating a lead capture landing pageShows how to select a landing page template, replace images, edit text, and configure a thank-you page redirect.KitBuild a lead-capture landing page
  6. 21:233:56Creating and sending an email broadcastDemonstrates the email editor, adding personalization tags, inserting images, and setting up link triggers to tag subscribers who click.KitSend a broadcast campaign
  7. 26:264:50Setting up an email sequenceCurrentShows how to create a multi-day email sequence, use content snippets for signatures, and schedule the timing between emails.KitBuild a welcome / drip automation
  8. 31:162:34Creating a visual automation workflowDemonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.KitTrigger emails from behavior / events
  9. 34:105:26Connecting a custom domainWalks through adding a subdomain in ConvertKit and configuring the corresponding DNS A-records in a domain registrar (Hostinger).KitDeliverability & setup
  10. 41:062:57Creating a paid product listingDemonstrates setting up a paid consultation product, integrating with Stripe, and customizing the checkout page.KitSet up paid subscriptions (newsletter monetization)
  11. Watch “ConvertKit Tutorial (2024): The COMPLETE Step-By-Step Guide for Beginners” →

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 triggerDemonstrates 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 sequenceCurrentShows 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
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