Kit: Set up an email sequence

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Business Growth Strategic Advisors·Mar 2025

Demo summary

Demonstrates creating a multi-email sequence, setting send delays, and configuring exclusion filters.

Step-by-step

Click on the Sequences link and select New Sequence
Enter a name for the sequence and click Create Sequence
Write the email content using the editor and personalize it based on subscriber tags if needed
Set the send delay for each email, such as 'immediately' or a specific number of days
Change the status of each email to Published once the content is ready
Navigate to Settings to configure the sending email address and specific send times
Apply exclusion filters to prevent subscribers with certain tags, forms, or sequences from receiving the emails
Click Update Sequence and Save to finalize the automation

Options

Filter individual emails based on forms, sequences, tags, or products
Choose between Text-only, Classic, or Modern email templates
Duplicate or clone the sequence for different subscriber sets
Send a test email to your sending address

Watch out for

ConvertKit requires that you save all emails before you can preview other emails in the series

Tips

Leave the time of day settings at default to have emails sent based on the subscriber's signup time
Use exclusion filters to ensure only the specific individuals you want receive the automated emails

All demos from “Best Email Marketing Course: The Ultimate ConvertKit Tutorial for Business Growth”

2:581:24Verify sending domain in ConvertKitShows how to add a custom domain and verify it by updating CNAME records at your host to improve deliverability.Kit· Authenticate sending domain (SPF/DKIM/DMARC)
7:571:48Create tags and segmentsDemonstrates creating tags to differentiate groups and building segments using tag filters.Kit· Tag & manage subscribers
9:451:40Import subscribers from MailchimpWalks through connecting Mailchimp via API key to import existing subscribers directly into ConvertKit.Kit· Import / migrate contacts
11:251:38Import subscribers via CSVShows the process of uploading a CSV file, mapping fields like email and first name, and applying tags during import.Kit· Import / migrate contacts
13:032:56Build and embed a signup formDemonstrates creating an inline form, editing it in the visual editor, configuring double opt-in settings, and getting the embed code.Kit· Create an email signup / subscription form
16:121:42Integrate ConvertKit with WordPressShows how to install the ConvertKit plugin on WordPress and connect it using API keys to display landing pages.Kit· Integrate with Shopify / store / CRM / other apps
17:541:25Create a ConvertKit landing pageWalks through selecting a landing page template, customizing elements, and sharing the hosted URL.Kit· Build a lead-capture landing page
21:083:50Create and send a broadcast emailShows how to filter recipients by tag, use the email editor, add personalization codes, and schedule the broadcast.Kit· Send a broadcast campaign
24:595:01Set up an email sequenceCurrentDemonstrates creating a multi-email sequence, setting send delays, and configuring exclusion filters.Kit· Build a welcome / drip automation
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.Kit· Trigger emails from behavior / events
38:452:31Create custom conditional automationsDemonstrates building a custom automation with branching logic based on subscriber tags and form activity.Kit· Trigger emails from behavior / events
Watch “Best Email Marketing Course: The Ultimate ConvertKit Tutorial for Business Growth” →

Build a welcome / drip automation

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
24:595:01Set up an email sequenceCurrentDemonstrates 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