Kit: Building visual automations and re-engagement flows

Kit·Jan 2025

Demo summary

Shows the visual automation builder to connect forms to sequences and demonstrates a complex re-engagement flow for cold subscribers using conditional logic.

Step-by-step

Go to Automate and select Visual Automations
Click New Automation and select Start from scratch
Choose a trigger event, such as a specific form subscription
Click the plus icon to add an action like Add a tag
Add a sequence action to connect a series of emails
Use conditional logic to branch the automation based on link clicks or tags
Click on sequence steps within the builder to preview or edit email content

Options

Choose from pre-built automation templates instead of starting from scratch
Connect multiple forms to the same welcome sequence
Set email delivery timing to 'immediately' or specific intervals

Watch out for

Subscribers will only receive a sequence once, even if they trigger the automation multiple times from different places

Tips

Use a 'Do not disturb' tag to exclude specific subscribers from regular broadcasts during a re-engagement flow
Set up a 'Reactivated' tag to automatically identify and save subscribers who engage with cold-outreach emails
Preview sequence emails directly within the visual builder to ensure the flow looks correct before going live

Highlights

“that's how quick and easy it is to set up something like this”

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

2:022:57Create and customize a landing page in KitThe demo shows selecting a template, using the drag-and-drop editor to change text, adding custom form fields (like first name), setting up tag-based dropdowns, and replacing images using Unsplash integration.Kit· Build a lead-capture landing page
4:592:36Set up a thank you page and lead magnet deliveryShows how to create a custom thank you page and configure the incentive email to automatically deliver a file download (lead magnet) upon subscription confirmation.Kit· Deliver a lead magnet / freebie
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 segmentsWalks 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)
25:443:46Setting up a Creator Profile websiteDemonstrates customizing the Creator Profile (mini-website), including reordering navigation, adding external links, and configuring the public newsletter feed.Kit· Build a lead-capture landing page
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 flowsCurrentShows 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]” →

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 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 flowsCurrentShows 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