demobook

Creating Visual Automations in Kit

Demo summary

Walks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.

Step-by-step

  1. Select a trigger such as subscribing to a form or making a purchase
  2. Set an action like adding a tag or subscribing the user to a sequence
  3. Build out the customized sequence path in the visual automation builder

Options

  • Create segments based on opens, clicks, and purchases
  • Set up automation triggers via the Rules feature for link clicks or form unsubscribes

Watch out for

  • The platform is missing advanced automations like abandoned cart triggers
  • There is functional overlap between the Visual Automations feature and the Rules feature which can be confusing

Highlights

What's slightly confusing is the overlap with kits rules feature

All demos from “Kit (ConvertKit) Review [2026 LATEST UPDATE] 💥 Live Demo & My Honest Recommendation

  1. 1:020:59Using the Kit Email EditorDemonstrates Kit's unique slash-command and plus-button editor interface for adding content blocks like buttons, images, and polls to emails.KitDesign a newsletter / email (drag-and-drop editor)
  2. 2:010:43Kit Landing Page and Form BuilderShows the landing page template gallery and the visual editor used to customize opt-in forms and landing pages.KitBuild a lead-capture landing page
  3. 3:310:32Creating Visual Automations in KitCurrentWalks through the visual automation builder, showing how to set triggers like form subscriptions and actions like adding tags.KitBuild a welcome / drip automation
  4. 4:290:29Kit Commerce and Paid NewslettersBriefly shows the interface for selling digital products and setting up paid newsletter recommendations within the Kit platform.KitSet up paid subscriptions (newsletter monetization)
  5. Watch “Kit (ConvertKit) Review [2026 LATEST UPDATE] 💥 Live Demo & My Honest Recommendation” →

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 KitCurrentWalks 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 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