A visual automation is a series of automated steps that your subscribers will go through when they meet certain conditions.

For example, you can use a visual automation to:

  • Send subscribers a series of welcome emails when they sign up through your form or landing page

  • Send different emails to subscribers depending on whether they have been added to a certain tag

  • Send emails to subscribers when it’s the day of your product launch

Visual automations differ from email sequences, which are sets of automated emails. However, sequences don’t send themselves—you’ll need to add your subscribers to a sequence for them to start receiving your sequence emails.

☝️ Also with visual automations, you’ll be able to automate this process of adding subscribers to sequences.

Ready to put your emails on autopilot?

Let’s get into how to create a visual automation in ConvertKit.

1. Create a new visual automation

Go to the Automations tab by clicking on Automate > Visual Automations from the top navigation bar. Click on the + New Automation button to create a new visual automation.

After creating a new visual automation, you can start off with:

For the purposes of this guide, let’s assume that you’re creating an automation from scratch. Click on the Create Automation button to set this up.

2. Add an entry point to your automation

Now, let’s create an entry point for subscribers to enter your automation.

You’ll be able to add the first entry point to your automation after clicking the Create Automation button from the previous step.

Your entry point can be one of the following:

  • Joins a form: When a subscriber signs up via a certain form or landing page (or any form or landing page)

  • Is added to a tag: When a subscriber is added to a certain tag

  • Custom field: When there are changes to a subscriber’s custom field

  • Purchase: When a subscriber makes a purchase from an e-commerce store you’ve integrated with ConvertKit

You can also add more than one entry point (up to five) to your automation—just click the ➕ button to the right of your entry point(s) to do so.

NOTE: We autosave your automation setup as you go along, so you don’t have to worry about losing any of it! 💪

3. Set up your automation steps

Next, click the ➕ button below your entry point. This will create a new automation step for what should happen after subscribers enter the automation.

Your automation step can be one of the following:

  • Event: Move the subscriber to the next step in the automation (after the current one) when a certain event happens. This event can be the occurrence of a certain date, or if the subscriber purchases a product.

  • Action: Take a certain action with the subscriber, such as adding them to an email sequence or tag.

  • Condition: Check if the subscriber meets certain conditions to decide their next steps in the automation.

Check out this quick guide for more on how to use a visual automation in ConvertKit!

For example, to send a subscriber a series of welcome emails after they’ve signed up through your newsletter form, you could set up your visual automation like this:

  1. Add your newsletter form as the entry point

  2. Set up an Action to add subscribers to a welcome email sequence

Go ahead and create all the steps you need to get your automation to work as intended.

4. Turn your automation on

Finally, unpause your automation to turn it on. Don’t skip this step, or else your automation will not work.

Congrats—you’ve just created your first visual automation in ConvertKit!

Check out this next article for a further look into visual automations, as well as templates you can use next! 👇

Visual Automations Training & Templates

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