Kit: Set up a visual automation workflow

Allan Borch - Dotcom Dollar·Oct 2025

Demo summary

Shows how to build a welcome sequence from scratch using triggers (joining a form) and conditional logic based on email opens.

Step-by-step

Go to Automate and click on Visual Automations
Click New Automation and select Start from scratch
Choose a starting entry point, such as Joins a form
Select the specific landing page or form from the dropdown and click Add Event
Click the plus icon to add a step and select Add condition
Define the condition logic, such as whether they opened the email within the past 2 days
Add different email sequences to the 'Yes' and 'No' paths of the condition
Go to the Send section and click Sequences to create the individual emails for each path

Options

Use a pre-made Kit template instead of starting from scratch
Trigger automation via Tag added, Custom field, or Purchase
Create re-engagement sequences for users who do not open the initial email

Watch out for

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

Tips

Use a 2-day window for your open-condition to decide between standard follow-ups or re-engagement
I strongly recommend you look into this and set it up for yourself
Set up sequences that continue for days or months to automate your marketing without manual effort

Highlights

“you can see how powerful this email automation can be. You can easily set up emails that continue on for days or months without having to lift your finger”

All demos from “Kit Tutorial 2026 ✅ STEP-BY-STEP Email Marketing Campaign Creation For Beginners”

3:371:23Authenticate sending domain in KitThe creator demonstrates how to verify a sending domain by connecting Kit to a hosting provider (Hostinger) to improve email deliverability.Kit· Authenticate sending domain (SPF/DKIM/DMARC)
6:281:02Import subscribers via CSVA walkthrough of uploading a CSV file, mapping custom fields like country and first name, and completing the import process.Kit· Import / migrate contacts
7:301:14Create segments and tagsDemonstrates how to filter subscribers by region (e.g., European Union) to create segments and how to apply tags for source tracking.Kit· Segment the list
9:003:48Create a lead magnet landing pageStep-by-step design of a landing page including background changes, button styling, image replacement, and setting up the lead magnet delivery file.Kit· Build a lead-capture landing page
12:483:41Design and embed an inline signup formShows how to create an inline form, add custom fields, and embed the JavaScript code onto a third-party website.Kit· Create an email signup / subscription form
16:294:01Design and send an email broadcastDemonstrates using the drag-and-drop editor to customize a template, add personalization tags, and schedule a broadcast to specific segments.Kit· Send a broadcast campaign
20:412:23Set up a visual automation workflowCurrentShows how to build a welcome sequence from scratch using triggers (joining a form) and conditional logic based on email opens.Kit· Build a welcome / drip automation
23:041:10Configure Creator Network recommendationsDemonstrates setting up the recommendations feature to cross-promote with other newsletters on the Kit platform.Kit· Set up a referral program
Watch “Kit Tutorial 2026 ✅ STEP-BY-STEP Email Marketing Campaign Creation For Beginners” →

Build a welcome / drip automation

20:412:23Set up a visual automation workflowCurrentShows how to build a welcome sequence from scratch using triggers (joining a form) and conditional logic based on email opens.Allan Borch - Dotcom Dollar
24:595:01Set up an email sequenceDemonstrates creating a multi-email sequence, setting send delays, and configuring exclusion filters.Business Growth Strategic Advisors
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
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
5:132:10Create 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
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
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
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