Getting Started Guide

Hey! It's great to have you with us. We're working to radically improve the way bloggers use email to talk to their audience and it's great to have you with us.

As you start setting up your ConvertKit account I know you'll run into a few things that are less than perfect—we're still a relatively new email provider and it takes time to polish each feature. That said, I'd love to know where you run into issues.

Besides the features and design that probably convinced you to sign up, there are two big differences between us and our competitors:

  1. We listen to feedback and it's very easy to get in touch with the people actually building the tool.
  2. We improve the product in meaningful ways every single day.

So if you get stuck or confused in the app (or reading this guide) send us an email and we'll make it better.

Thanks for joining us on this journey!


ConvertKit Founder

Getting started with ConvertKit


Each tool uses different terms to describe their features. So, before we dive in I thought it would be helpful to give you a glossary:

  • Form: How a subscriber joins your list. Enter a name and email address and you're subscribed!
  • Landing Page: like a form, but with more content and design.
  • Sequence: A series of emails sent automatically based on subscription date. MailChimp calls them automations, Aweber calls them follow-up sequences, Infusionsoft calls them campaigns, other tools call them autoresponders.
  • Broadcast: A one-time email sent to a specific group of subscribers (or your entire audience). These are called campaigns in MailChimp.
  • Subscriber: Someone who gives you their email address to receive updates. Subscribers are account-wide with a single profile. This means as you add data, it all goes into one profile rather than creating duplicate subscribers across lists.
  • Tag: a bit of metadata added to a subscribers profile to track their activity or preferences. Tags can be used to keep track of purchases, what a subscriber is interested in (e.g. design vs marketing), how engaged they are (clicked a link in a launch sequence) and where they were imported from. A subscriber can have an unlimited number of tags.
  • Segment: A saved selection of any combination of Forms, Sequences, and Tags. This makes it easy to access later for sending a broadcast or viewing the total number of subscribers. Segments never have duplicate subscribers even if the subscriber is in multiple sources for that segment.

Creating Forms

Forms are the way you capture new Subscribers in ConvertKit. Forms can be embedded, added with our Wordpress Plugin, or connected to third-party form builders.

Read The Complete Guide to ConvertKit Forms

Creating Landing Pages

Landing pages are full pages designed to capture new Subscribers in ConvertKit. Landing pages can be hosted on your site via our Wordpress Plugin, or hosted by us.

Read The Complete Guide to ConvertKit Landing Pages

Creating your first sequence

Sequences are automated series' of emails, that are sent based on Subscriber actions.

Read The Complete Guide to ConvertKit Sequences

Your Subscribers

ConvertKit is a Subscriber-Centric provider, which means we never count a subscriber more than once. Even if they bought 1000 products or signed up for every lead magnet. You only pay for the actual, real people on your list, not the number of email addresses.

Find out everything you need to know in  The Complete Guide to Subscribers


Automation allows you to use "If This Then That" logic, based on your Subscriber's behavior.

To learn more about ConvertKit's powerful automation rules, read  The Complete Guide to Automation


See a complete list of integrations >>

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