Category Kit

How to personalise your subscribers’ experiences using ConvertKit’s ‘polls’.

Send more of what your subscribers want, using polls Arguably, the difference between a subscriber opening and reading your emails and reaching for that 'get me out of here' link, is how personal your messages 'sound'. To weave effective personalisation into your messaging, you need to collect zero-party data* from your subscribers - one of the simplest ways is by using 'polls' in your emails. (*zero-party data is personal data collected directly from subscribers, given voluntarily and...

How to edit an existing ConvertKit Visual Automation, without impacting in-flow subscribers.

How to edit an existing ConvertKit Visual Automation without impacting in-flow subscribers The challenge we need to overcome Now and then, we need to make changes to existing Visual Automations when several subscribers can be mid-flow (i.e. started the automation, but not yet completed) and we don't want to upset or impact their progress (which editing a Visual Automation can do!). So, rather than tinker with the 'live' version of a Visual Automation whilst people are funnelled through its...

How to automate your email marketing system using ConvertKit’s ‘Rules’.

How to automate your email marketing system using ConvertKit’s ‘Rules’. What are 'Rules' in ConvertKit? 'Rules' are best summed up as this... "If this event happens, do this 'thing'." The first part of this is the 'trigger' and the second part is the 'action'. Triggers cause actions to occur. Here are a few examples; (It's easier to wrap your head around these things with contextual examples); If a subscriber clicks on this link, add the 'tag' - "Interested in Pottery". If a subscriber buys...

How to create an opt-in form in ConvertKit and embed it on your website.

How to create an opt-in form in ConvertKit and embed it on your website. What's an opt-in form? An opt-in form is something you've probably seen a thousand times before; they're widely used and look similar to the example shown below, taken from my website; In their simplest form, they collect subscribers' email addresses, however, you can request additional information, if you wish. I collect my subscribers' first names to make my emails more personalised by referencing each subscriber by...

How to create and use ‘Link Triggers’ in ConvertKit.

How to create and use 'Link Triggers' in ConvertKit. Firstly, let's look at exactly what 'link triggers' are and how they can be used to take care of automated tasks for us. What is a link trigger? The clue's kinda in the name... it's a 'link' that 'triggers' something to happen, based on your configuration. You can use them to automatically fire an email sequence, a tag to be added to, or removed from, a subscriber's profile, add or remove subscribers from sequences, or update the value of a...

How I created a simple 7-page website, using ConvertKit’s Creator Profile.

How I created a simple 7-page website, using ConvertKit's Creator Profile. If you don't yet have a website, ConvertKit just released an update that lets you create a simple 7-page website to showcase you and your services - using their 'Creator Profile'. As with most things on any good software platform, things evolve, and new features are added over time, mostly in response to feedback from the user base - and this one is no exception. The 'Creator Profile' has been a feature of ConvertKit...

How to remove and then re-add subscribers to a Visual Automation, in ConvertKit.

How to remove and then re-add subscribers to a Visual Automation, in ConvertKit. Why would you want to do this? Good question, so let's dive in and find out. 💡Explainer to help you understand the process Before we get into the weeds, let me explain the difference between a 'sequence' and an 'automation' in ConvertKit: A 'sequence' is a series of emails that are drip-fed at predefined intervals, e.g. email #1 on day 1, email #2 on day 2 etc. An 'automation' is several connected steps in a flow...

The 3 tools I use to accelerate my content-creation process in ConvertKit.

Making the most of your 'keyboard' time. I'm certainly not the fastest or most accurate when it comes to typing on a keyboard (even though I've been doing it every day for the last 30+ years!), so I'm always looking for ways to improve my output and my accuracy. In this article, I'll share with you the three ways in which I optimise how I type, whilst also reducing my rate of typos. #1 - The 'text replacement' feature on my MacBook One of the features within the 'Accessibility' menu is 'text...

How to stop sending sales emails once a subscriber buys from you, in ConvertKit.

Don't annoy your subscribers with more sales emails, after they've bought from you! You know what it's like, you get drip-fed a series of emails from someone who's pitching you their 'thing'... It looks decent, you're considering it, and then that one email tips the balance - you decide to buy it! All's well - you get the 'thing', you're now away getting stuck into your latest purchase and then 'bang!' - their next 'buy my thing' email arrives! "Wait! What? Why are you asking me to buy this...