ConvertKit

Learn how to set up a automation rule in ConvertKit, view its trigger history, and disable or delete it.

How to create and manage automation rules in ConvertKit

Daniel Beasley

Siew Ann Tan

Visual Automations, Sequences, Rules, RSS, & Integrations

Automations 

Learn how to kick off your first visual automation in ConvertKit!

How to create your first ConvertKit visual automation

How to customize the duration of a delay in your visual automation using custom fields!

Delay Progress in a Visual Automation Until a Custom Date

Get your visual automations off the ground with these templates!

How to use visual automation templates in ConvertKit

Learn how to build a funnel for your subscribers and automate your content.

How to use ConvertKit visual automations

A collection of visual automation templates ready for your use!

Visual automations template library

Want to edit your Visual Automation without interrupting its Subscribers? Here’s how!

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

Send Subscribers back into an Automation where they left off.

Visual Automations: Looping Subscribers

How to view the subscribers at each step in your automation, as well as manually remove them from the automation if needed.

Viewing & Removing Subscribers in Visual Automations

How to add internal notes for your own reference to your visual automation nodes.

Adding Notes to Visual Automations

Do you need to pull certain subscribers into an automation, but set up the automation a bit too late? We can fix that.

How to Manually Add Subscribers to an Automation

How to delete steps from your visual automations.

How to remove a step from a visual automation

Pull subscribers forward in your automations based on calendar dates, tags, purchases, and more.

Visual Automations: Events

Add & remove tags, add subscribers to sequences, edit custom fields, and more.

Visual Automations: Actions

Learn how to use logic to determine the path your subscribers take through your automation.

Visual Automations: Conditions & Split Paths

Reached the maximum number of entry points for your Visual Automation? Here’s how to merge them into a single Tag!

How to Combine Visual Automation Entry Points into a Tag

Learn how to share a visual automation template with others

How to Share A Visual Automation

Catherine

Visual Automations 

Building an email Sequence is a great way to grow and engage your list!

3 Strategies for your First Sequence

Learn how to use a bulk action to manually add or remove selected subscribers from a ConvertKit sequence.

How to manually add or remove subscribers from a ConvertKit sequence

Send your Emails based on number of hours passed.

Send Multiple Sequence Emails in One Day

Learn how to use sequences to send automated emails to your subscribers.

Creating, scheduling, & sending a sequence in ConvertKit

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.

Restart a Sequence

Now you can keep subscribers in a sequence, even if all of the emails have already been sent.

How to hold subscribers in evergreen sequences

How to limit your Sequence emails to send only on certain days.

Restrict Sequence Emails to Certain Days of the Week

What to look for if your sequence seems to be stuck and how to fix it!

Why Isn't My Sequence Sending?

A guide to the sequence reports page and what all those statistics mean.

Sequence reporting explained

Learn what Evergreen Content means, and how you can apply it to your Sequences!

What Is Evergreen Content?

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

Automatic UTM Parameters

Sequences 

Learn how to include a link trigger directly in your email template

How to add a link trigger to an email template (new email editor)

How to retroactively perform a bulk action on all of the subscribers who clicked a particular link.

Tagging Subscribers Who Clicked a Link in an Email

How to resolve common causes of why your link trigger might not be firing or working correctly.

Troubleshooting: Link Triggers

Automatically trigger an action based on a subscriber's choices.

What are automation rules in ConvertKit?

How to automatically trigger all kinds of actions when a subscriber clicks on a link in an email.

How To Use Link Triggers

Rules

Automatically create emails in ConvertKit to promote new Transistor public podcast episodes.

How to embed your Transistor podcast episodes into email using RSS

Automatically send a broadcast when you publish a new blog post!

How to Set Up an RSS Feed

Looking for an alternative to FeedBurner RSS? We've got you covered!

Switching from FeedBurner RSS to ConvertKit

Here are a few things to check if your RSS feed doesn't appear to be working properly!