Automating Your Content

Rules, Visual Automations, Purchases Feature, and Evergreen Content

CT avatar Kyle Adams avatar Haley Chamberlain avatar +1
22 articles in this collection
Written by CT, Kyle Adams, Haley Chamberlain and 1 other

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.
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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.
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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.
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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: Looping Subscribers

Send Subscribers back into an Automation where they left off.
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

Visual Automations Glossary + FAQ Page

What you need to know to get started with Visual Automations
Haley Chamberlain avatar
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!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Actions

Learn how Actions work in Visual Automations to add or remove your Subscribers to Tags, Sequences, Delays, and more!
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago