Automating Your Content

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.

Written by Olivya
Updated over a week ago

Automatic UTM Parameters

Track traffic and activity from all URLs in your ConvertKit broadcasts & sequences.

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!

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.

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.

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.

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!

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.

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.

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.

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.

Written by Olivya
Updated over a week ago

Visual Automations Library

A collection of Visual Automation templates to use and share!

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.

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!

Written by Haley Chamberlain
Updated over a week ago

Purchases Feature Setup and FAQ

Track purchases from your ecommerce platform with ease!

Written by Haley Chamberlain
Updated over a week ago

Visual Automations Training & Templates

In-depth Automations walkthrough, and downloadable templates!

Written by CT
Updated over a week ago

Visual Automations Events

Understanding and utilizing Events for calendar dates, Triggers, Purchases, Tags, Sequences, and more!

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!

Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Looping Subscribers

Send Subscribers back into an Automation where they left off.

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.

Written by Olivya
Updated over a week ago

Visual Automations Glossary + FAQ Page

What you need to know to get started with Visual Automations

Written by Haley Chamberlain
Updated over a week ago

Tagging people who purchase from you

How to Tag your customers, and send them directly into your funnels!

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.

Written by Olivya
Updated over a week ago