Kit: Create custom conditional automations

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Business Growth Strategic Advisors·Mar 2025

Demo summary

Demonstrates building a custom automation with branching logic based on subscriber tags and form activity.

Step-by-step

Click Create automation and select a starting prompt
Choose a specific form as the entry event and click Add the event
Click the plus icon to choose an action and select a tag to apply to the subscriber
Click Add action to save the tagging step
Click the plus icon and select Condition to create a logic branch
Define the condition based on whether the subscriber already has a second specific tag
Add an email sequence action under the 'Yes' path for subscribers who meet the condition
Add a different email sequence action under the 'No' path for subscribers who do not meet the condition

Options

Trigger automations via landing pages instead of forms
Use existing tags or create new ones to segment subscribers

Watch out for

Tags must be created previously in the system before they can be selected in the automation builder

Highlights

“by using forms landing pages tags and conditions we can then direct individuals to the place where we want them to be inside of our email system”

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

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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 automationsCurrentDemonstrates 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” →

Trigger emails from behavior / events

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.Business Growth Strategic Advisors
38:452:31Create custom conditional automationsCurrentDemonstrates 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