Organize Subscribers For Better Automation

ConvertKit stands out from the pack, because we are Subscriber-centric, rather than list-centric. This means each Subscriber appears just once in your account!

Reasons why this is awesome:

  1. Smarter Segmenting.
  2. You won't be charged for duplicate Subscribers. No matter how many times a Subscriber opts into one of your Forms or Landing Pages, they will only appear once on your main list. 
  3. More efficient tracking of customers and Subscriber activity. Now you can organize your list using Tags and Segments. This allows you to send specified content to each Segment of Subscribers. 
  4. Know exactly what each customer has purchased, and what they haven't. (See our Purchase Feature here.) 

The Subscriber-centric model is 10x as powerful as other systems, and only requires a few additional minutes to learn!

See our video on Tags and Segments

Now for a few tips to remember:

All Subscribers should come in through Forms

This eliminates confusion, and allows you to see where each Subscriber came from. 

ConvertKit Hint: Forms—in addition to everything else they do—also have the same functionality as Tags. So if you have a "newsletter" Form then you don't also need to add a Tag to those Subscribers of "newsletter". You know where they came from. Just use Segments to group together multiple Forms.

Connect your Form to a Sequence

This engages new Subscribers right off the bat, and can be done with a quick Automation. Here's how

Create a Segment instead of a list!

You might be thinking: "so how do I create a list?"

You don't! Instead, you will create a Segment. If you've used any of these legacy email providers, you have probably found that lists are horribly inflexible, not to mention the possible duplicate emails.

Segments are ConvertKit's answer to these issues. 

Instead of creating an inflexible list as the first step, you will create fluid Segments at any step of the process. You can also change the parameters of a Segment anytime you want. That's a win in both flexibility and ease!

Here's what it could look like

On your blog or website, you may write about more than one subject of interest. Sometimes, you'll send this content to everyone, but more often than not, you will want to send to people who are interested in one or the other. Now what?

An example account might look like this:


  • Newsletter
  • Mastering Product Launches
  • Designing Web Apps sample chapter
  • Book Prelaunch List
  • A Brief Guide to Selling Digital Products
  • Design


  • Purchase: Designing Web Applications
  • Purchase: The App Design Handbook
  • Purchase: Book

About half of these are design related, and about half are marketing related. Instead of choosing all the Forms and Tags each time, you can organize them into two Segments:

Segment: Design

  • Form: Designing Web Apps sample chapter
  • Form: Design
  • Tag: Purchase: Designing Web Applications
  • Tag: Purchase: The App Design Handbook

Segment: Marketing

  • Form: Newsletter
  • Form: Mastering Product Launches
  • Form: Book Prelaunch List
  • Form: A Brief Guide to Selling Digital Products
  • Tag: Purchase: Book

Out of the total Subscribers, (let's say 20,000), you might have 12,000 on the marketing Segment, and 10,000 on the design Segment. Obviously these add up to more than 20,000, which means that someone can opt-in to multiple things and appear in multiple Segments. That's what we want!

In this case, someone who buys the book, and downloads the sample chapter of Designing Web Applications, would be in both the marketing Segment, and the design Segment. This is perfect because they've expressed interest in both topics through their activity.

NOTE: Segments auto de-duplicate so you'll still never send to the same person twice. If someone had opted-in to a few things that make up a Segment, they will still only appear once in the Segment. Also, if you were to send a Broadcast to two Segments at the same time, those will de-duplicate against each other as well, and just send to the unique Subscribers. Pretty nifty, eh? 

Excluding Subscribers within a Segment

A common use for Sequences is to pitch a book, or product, to your Subscribers. This means that you'll want to ensure that, as soon as someone purchases, they don't get any more pitch emails. (Yikes!) The best way to do this is to use the exclude feature on the Sequence Settings page. To make it easy, we've included it here: Excluding Within A Segment.

Segmenting Quick Tips

  1. Don't create a Tag called "Newsletter" (as an example). Instead, use Segments to group all the appropriate Forms, Tags, and Sequences into a single Segment for your newsletter.
  2. To run multiple sites through a single ConvertKit account, you can create a Segment for each site. More on running multiple domains here. 
  3. Avoid creating a ton of Rules that subscribe and unsubscribe people from different Forms, Tags, and Sequences. If what you are trying to accomplish is to group Subscribers, it is probably better accomplished with a Segment.

3 Reasons To Use ConvertKit Rather Than MailChimp

Did this answer your question?