Automating Your Content

Rules, Visual Automations, Purchases Feature, and Evergreen Content

CT avatar Kyle Adams avatar Haley Chamberlain avatar +2
25 articles in this collection
Written by CT, Kyle Adams, Haley Chamberlain and 2 others

How to hold subscribers in evergreen sequences

Now you can keep subscribers in a sequence, even if all of the emails have already been sent.
Catherine avatar
Written by Catherine
Updated over a week ago

Restart a Sequence

How to set up a sequence so that it can be restarted if you want your subscribers to be able to receive its content more than once.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Add Countdown Timers

How to add a dynamic countdown timer to your ConvertKit broadcast, sequence email, form, and/or landing page.
Olivya avatar
Written by Olivya
Updated over a week ago

Abandoned Cart Emails

Replaced by: https://app.intercom.com/a/apps/e4n3xtxz/articles/articles/5026922/show
Olivya avatar
Written by Olivya
Updated over a week ago

Viewing & Removing Subscribers in Visual Automations

How to view the subscribers at each step in your automation, as well as manually remove them from the automation if needed.
Olivya avatar
Written by Olivya
Updated over a week ago

Automatic UTM Parameters

Track traffic and activity from all URLs in your ConvertKit broadcasts & sequences.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Make Changes to a Visual Automation Without Interrupting its Current Subscribers

Want to edit your Visual Automation without interrupting its Subscribers? Here’s how!
Olivya avatar
Written by Olivya
Updated over a week ago

Adding Notes to Visual Automations

How to add internal notes for your own reference to your visual automation nodes.
Olivya avatar
Written by Olivya
Updated over a week ago

Tagging Subscribers Who Clicked a Link in an Email

How to retroactively perform a bulk action on all of the subscribers who clicked a particular link.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Manually Add Subscribers to an Automation

Do you need to pull certain Subscribers into an Automation, but set up the Automation a bit too late? We can fix that.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Combine Visual Automation Entry Points into a Tag

Reached the maximum number of entry points for your Visual Automation? Here’s how to merge them into a single Tag!
Olivya avatar
Written by Olivya
Updated over a week ago

Troubleshooting: Link Triggers

How to resolve common causes of why your link trigger might not be firing or working correctly.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Create a Sequence

The basics of creating a Sequence, including publishing emails and setting delays.
Olivya avatar
Written by Olivya
Updated over a week ago

How to Remove a Step from a Visual Automation

How to delete steps from your Visual Automations.
Olivya avatar
Written by Olivya
Updated over a week ago

Will My Existing Subscribers Receive New Emails Added to My Sequence?

This article explains how to determine which, if any, of your Subscribers will receive newly-added emails to a Sequence.
Olivya avatar
Written by Olivya
Updated over a week ago

Visual Automations Library

A collection of Visual Automation templates to use and share!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

How to Create an Automation Rule

Automatically trigger an action based on a Subscriber's choices.
Kyle Adams avatar
Written by Kyle Adams
Updated over a week ago

What Is Evergreen Content?

Learn what Evergreen Content means, and how you can apply it to your Sequences!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Purchases Feature Setup and FAQ

Track purchases from your ecommerce platform with ease!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations Training & Templates

In-depth Automations walkthrough, and downloadable templates!
CT avatar
Written by CT
Updated over a week ago

Visual Automations Events

Understanding and utilizing Events for calendar dates, Triggers, Purchases, Tags, Sequences, and more!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

How to Share A Visual Automation

Help others get up and running with a Visual Automation template!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Conditions & Split Paths

Learn how to use logic to determine the path your subscribers take through your automation.
Olivya avatar
Written by Olivya
Updated over a week ago

Tagging people who purchase from you

How to Tag your customers, and send them directly into your funnels!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Actions

Get things done in your visual automations with actions! Add & remove tags, add subscribers to sequences, edit custom fields, and more.
Olivya avatar
Written by Olivya
Updated over a week ago