The Complete Guide to ConvertKit Sequences

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Creating a New Sequence

Customizing Sequences

Sequence Settings

Sequence Reports

Sending your Sequence

Sequence FAQ

Creating a new Sequence

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Click 'Sequences' in the top menu.

Click "Create a Sequence" in the top right corner of the page.

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Name your Sequence. This name is internal only, your subscribers will not see it.

You will be redirected to the Content page of your Sequence.

Customizing Sequences

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You'll notice that your Sequence comes pre-populated with 8 emails, suggested content and spacing. This Sequence is based on Nathan's evergreen sales Sequence for Authority. You can use this as a guide for creating a sales Sequence, or adapt your Sequence as needed.

The anatomy of a Sequence Email

Timing

You can edit the timing of your email at the top of the editor.

The first email in a Sequence will be triggered by a subscription, so the timing will be in the "days after subscription" format. If you'd like this email to go out immediately, set this number to 0.

The rest of the emails in a Sequence will be based on the previous email, so the timing will be in the "days after last email" format.

By default, the Sequence emails will send at the Default time set on your Accounts page, but you can customize this on a per-Sequence basis in your Settings.

Check out this email for more information about Sequence timing:  Improved Sequence Scheduling

Subject

This subject will show up in your subscriber's inboxes and email. It will also change in left hand menu as you edit.

Email Content

Our Email Editor for Sequences is the same as it is for Broadcasts. Use the toolbar to change the text formatting and style, or to add images, links or files.

Email Status

Your Sequence email can be in Draft or Published. When in Draft, emails will not be sent. Once Published, emails will send on schedule.

Preview

You can Preview in a Browser window or send a test email to yourself to see it in your inbox.

Delete

This will delete the particular email you have open from your Sequence completely.

Save All

This will save any changes made Sequence-wide. You can edit multiple emails within a Sequence at a time, and then click Save All to save all of your changes.

Editing the Sequence as a whole

You can click into any Sequence email to make changes. You can also re-order Sequence emails using the left sidebar.

Add more emails by clicking the "Add Emails" button at the bottom. There is currently no limit to the amount of emails in a Sequence, so it can be as long or as short as you'd like!

Sequence Settings

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Sequence Name

You can change the name of your Sequence on this page. Again, this is internal only, so subscribers will not see this.

From Address

You can change who the Sequence is sent from. This can be set on a Sequence-basis, so all Sequence emails will be sending from the name address. Note that this address is also where replies will go.

Time

Select the days of the week you want to send your Sequence Emails and de-select the days you don't. Change the time the Sequence emails send, if you want it to be different from your account's default setting.

Template

Select the template you'd like your emails to use from the dropdown list. This template will be applied to all emails within the Sequence.

Excluding Subscribers

If you exclude Subscribers from a Sequence, this means we won't deliver emails to any of your subscribers who have any of the excluded tags, forms or Sequences, even if they're added to this sequence via an automation rule or form subscription.

Read more about Exclusion Use Cases here

Duplicate

Make a copy of your Sequence. This will duplicate all emails and settings, but NOT subscribers.

Delete

Delete your Sequence from your account entirely.

Be sure to click "Update Sequence" after making any changes!

Sequence Reports

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On the left hand side of your Reports page, you can see overall statistics and totals for your Sequence: Unconfirmed, Subscribers, Unsubscribers, and an overall Open and Click Percentage. These statistics (besides Unconfirmed) are also shown on your Sequences page.

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On the right hand side, this page shows you aggregate stats per email. You can see the performance of a particular email, how many times that email has been sent, and how many people unsubscribed from that email.

A couple things to note about this page:

The Unsubscribers total reflects users that have been removed from a Sequence, whether by Automation or manually, in addition to people that have Unsubscribed. That is why, in some cases, this number may be higher that the Unsubscribe numbers on the right hand side, which are actual users that have Unsubscribed.

You can click "Unconfirmed," "Subscribed" and "Unsubscribed" to see a list of these people.

Sending your Sequence

Adding Subscribers to a Sequence

New Subscribers

The best way to add new subscribers to a Sequence is through a Form. Connect a Form to a Sequence in the Form Settings.

Existing Subscribers

The best way to add existing Subscribers to a Sequence is with Bulk Actions.

Timing

The minimum spacing  between Sequence emails is one day apart, and there is no maximum.

Sequences are based on the date of Subscription (to the Sequence) not a specific time or day. Timed or date-specific content is better suited for Broadcasts.

Adding an email to a Sequence later

If you add an email later it will be sent out (like a broadcast) to everyone who has received the last email. It will go out to newer subscribers once they receive the email before it.

Sequences FAQ

How do I know if my Sequence is sending correctly?

On your Reports page, click "Subscribers" on the left hand side. Click into a Subscriber's profile to see what Sequence emails they have received, and when they received them.

When should I exclude Subscribers?

The best practice is to exclude Subscribers from Sequences sparingly. Excluding too many tags/forms/other sequences can cause a lot of confusion and unexpected behavior. You are already limiting your Sequences to a small number of subscribers anyway, because you have to add Subscribers to a Sequence in the first place.

If your Sequence is a sales pitch, exclude customers of the product you're pitching.

If you've set up custom unsubscribe links, exclude subscribers that have elected not to receive your Sequence anymore.

How can I send the first Sequence email right away?

Set the first email of the Sequence to send "0" days after subscription. That will send immediately upon subscription!

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