All Collections
Visual Automations
How to use visual automation templates in ConvertKit
How to use visual automation templates in ConvertKit

Get your visual automations off the ground with these templates!

Updated over a week ago

Common visual automation scenarios packaged into handy templates

Not too sure how to create visual automations, or what you can do with them? We’ve got your back.

In our template library, you’ll find a neat collection of visual automation templates. These templates help creators build visual automations for:

  • Welcoming new subscribers

  • Releasing a new product

  • Pitching paid products

  • ...and more!

Copy our templates into your account and modify them to fit your needs, and you’ll have your visual automations up in no time. 💪

In this guide, you’ll learn how to access our visual automation template library and how to use the templates.

Before we get started, you should already have a rough idea of how visual automations work. Our main guide to visual automations will give you the lowdown on that.

If you’re ready to get started, then let’s dive in! 🎉

Browse our visual automation templates

Go to Visual Automations under the Automate tab in the navigation. Next, select Templates.

Then, watch as our beautiful template library appears 🤩

You’ll find visual automation templates for scenarios such as:

  • Release a new album

  • Run a paid newsletter

  • Welcome subscribers to your podcast

  • Grow your audience with SparkLoop

  • Share your social media content

And so much more. Go ahead and browse ‘em all.

(While we’ve designed each template with a certain scenario in mind, you’re welcome to use them for other purposes too.)

Select the best template for your needs

Click the Preview option next to each template to understand how they work.

In our “Run an evergreen newsletter” template, for example, your subscribers will enter the automation through either a tag or landing page, and then receive an evergreen email sequence.

When you’ve decided which template to use, click the Use this template button.

This will create a blank copy of the template—including its forms, tags, actions, conditions and so on—in your account.

NOTE: If you have already created the forms, landing pages, tags or sequences to be used in your visual automation, you might not want to duplicate the automation template by clicking the Use this template button.

This is because doing so will add blank forms, landing pages, tags and sequences (as relevant) to your account, which you’ll need to delete. Instead, we suggest making a note of how the automation template is structured, and then recreating it using the forms, landing pages and so on that you already have. We have a guide to creating a visual automation from scratch here.

Customize your visual automation template

Now that you have a copy of the visual automation, it’s time to build it out. Click on each item in the automation and edit it to match your needs.

For example, when you click on a landing page, you’ll be able to customize it in our landing page builder.

Finally, check out this tutorial on one of the many ways to automate your online business. 👇

The blog post Angel Marie mentioned is right here!

Still have questions?

Did this answer your question?