Kit: Managing subscriber profiles and segments

Kit·Jan 2025

Demo summary

Walks through a subscriber's profile to see history and tags, then demonstrates building a 'smart' segment using filters for tags, forms, and location.

Step-by-step

Click on a subscriber's name on the Subscribers page to view their profile
Scroll to the bottom of the profile to view associated tags and segments
Navigate back to the Subscribers page and locate the Segments and Tags section on the right sidebar
Click on a tag to view all subscribers labeled with that specific characteristic
Click on a segment and select Edit to view its filter criteria
Click Add Filter to define segment rules based on forms, sequences, tags, or products
Select additional criteria such as geographical location, subscription date, or custom fields to refine the segment

Options

Filter by 'Cold Subscribers'
Filter by specific country or region
Filter by purchase history/products
Filter by subscription date
Combine multiple tags into a single segment

Tips

Use the color-coded dots in the email history to quickly identify subscriber engagement: green for opened, blue for delivered, and a centered dot for clicked
Think of segments as 'smart filters' that automatically update as subscribers gain or lose tags
Use tags to create fixed groups around shared characteristics like 'webinar attendees' or 'beginner designers'

Highlights

“you can see quickly and easily how active each subscriber is”

All demos from “Kit tutorial—full course for beginners [2025]”

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8:482:24Create and embed inline or popup formsDemonstrates creating an inline form, adjusting styles and background images, and accessing the JavaScript embed code for website integration.Kit· Create an email signup / subscription form
16:092:59Managing subscriber profiles and segmentsCurrentWalks through a subscriber's profile to see history and tags, then demonstrates building a 'smart' segment using filters for tags, forms, and location.Kit· Segment the list
20:222:59Designing a broadcast email with personalizationShows the email editor in action, including adding images, setting up 'link triggers' to tag subscribers on click, and using liquid tags for personalized greetings and conditional content.Kit· Design a newsletter / email (drag-and-drop editor)
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30:073:50Using the Creator Network for RecommendationsShows how to discover other creators to recommend and how to track the performance of subscribers gained through the recommendation network.Kit· Set up a referral program
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· Build a welcome / drip automation
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· Trigger emails from behavior / events
48:236:21Selling digital products and setting up upsellsDemonstrates embedding a product directly into an email, creating a new digital product with 'pay what you want' pricing, and configuring post-purchase upsells.Kit· Set up paid subscriptions (newsletter monetization)
Watch “Kit tutorial—full course for beginners [2025]” →

Segment the list

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.Allan Borch - Dotcom Dollar
16:092:59Managing subscriber profiles and segmentsCurrentWalks through a subscriber's profile to see history and tags, then demonstrates building a 'smart' segment using filters for tags, forms, and location.Kit
2:510:29List management and subscriber taggingWalks through creating segments based on filters like geography and setting up automation rules to tag new subscribers.EmailTooltester