Kit: Creating a visual automation workflow

Ivan Mana·Jun 2024

Demo summary

Demonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.

Step-by-step

Click on Automate and select Visual Automations
Click Create a new Automation and select Start from scratch
Select the trigger event, such as Joins a form or Signs up to a landing page
Click Add Event to set the initial trigger
Click the plus icon and select Email sequence
Choose the specific sequence you want to trigger and click Add action
Name the automation and click Activate to turn it on

Options

Use pre-built automation templates instead of starting from scratch
Add conditions based on subscriber tags to create branching paths
Send different sequences to users based on whether they clicked a specific tag (e.g., Google ads video tag)

Watch out for

The automation must be manually activated to start working
You must have your email sequences pre-created to select them within the automation builder

Tips

Verify that subscribers are correctly added by going to Grow > Subscribers and checking individual subscriber records

Highlights

“that is pretty much it so we've set up our broadcast set up the sequences”

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

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.Kit· Authenticate sending domain (SPF/DKIM/DMARC)
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.Kit· Import / migrate contacts
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.Kit· Create an email signup / subscription form
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).Kit· Integrate with Shopify / store / CRM / other apps
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.Kit· Build a lead-capture landing page
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.Kit· Send a broadcast campaign
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.Kit· Build a welcome / drip automation
31:162:34Creating a visual automation workflowCurrentDemonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.Kit· Trigger emails from behavior / events
34:105:26Connecting a custom domainWalks through adding a subdomain in ConvertKit and configuring the corresponding DNS A-records in a domain registrar (Hostinger).Kit· Deliverability & setup
41:062:57Creating a paid product listingDemonstrates setting up a paid consultation product, integrating with Stripe, and customizing the checkout page.Kit· Set up paid subscriptions (newsletter monetization)
Watch “ConvertKit Tutorial (2024): The COMPLETE Step-By-Step Guide for Beginners” →

Trigger emails from behavior / events

36:032:29Build a visual automation from a templateShows how to use an automation recipe to trigger a sequence when a user joins a specific form.Business Growth Strategic Advisors
38:452:31Create custom conditional automationsDemonstrates building a custom automation with branching logic based on subscriber tags and form activity.Business Growth Strategic Advisors
40:582:36Building visual automations and re-engagement flowsShows the visual automation builder to connect forms to sequences and demonstrates a complex re-engagement flow for cold subscribers using conditional logic.Kit
31:162:34Creating a visual automation workflowCurrentDemonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.Ivan Mana