Kit: Setting up a visual automation workflow

Demo summary

Shows how to create a new automation triggered by a tag or purchase, and how to link it to an email sequence with conditional logic.

Open the Automations tab
Click to create a new automation
Select a trigger such as a tag being added or a product purchase
Click the plus icon to add a new step
Select the Email Sequence option
Choose the specific sequence you want to link to the automation
Add conditional logic using filters or if/then statements to branch the workflow

You must have a sequence already created to select it within the automation editor

Use conditional statements to make the automation more interesting and personalized based on subscriber behavior

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13:404:20Designing an email broadcastDemonstrates using the drag-and-drop editor to add text blocks, buttons, dividers, and timers to a broadcast email.Kit· Design a newsletter / email (drag-and-drop editor)
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Watch “Kit.com Tutorial For Beginners (formerly ConvertKit) | How To Use Kit for Marketing” →

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