Kit: Build a visual automation from a template

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Business Growth Strategic Advisors·Mar 2025

Demo summary

Shows how to use an automation recipe to trigger a sequence when a user joins a specific form.

Step-by-step

Go to the Automations tab
Click New Automation
Click Browse Templates
Select a template and click Use Template
Delete any unwanted events or steps from the automation recipe
Select the trigger event and choose a pre-existing form or landing page
Click the plus button to add an action
Select an email sequence and click Add Action
Toggle the button to turn on the automation

Options

Use automation recipes with pre-done steps
Delete specific events within a template to simplify the workflow

Watch out for

You must have a form or landing page already created to select it as a trigger
You must have an email sequence set up in advance to add it as an action

Tips

Use templates for simple setups like an evergreen newsletter
Delete the default template sequence if you intend to use your own pre-existing emails

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Watch “Best Email Marketing Course: The Ultimate ConvertKit Tutorial for Business Growth” →

Trigger emails from behavior / events

36:032:29Build a visual automation from a templateCurrentShows 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 workflowDemonstrates building a visual automation that triggers an email sequence when a subscriber signs up via a specific landing page.Ivan Mana