Automations

Visual Automations, Sequences, Rules, RSS, & Integrations

CT avatar Kyle Adams avatar Haley Chamberlain avatar +4
35 articles in this collection
Written by CT, Kyle Adams, Haley Chamberlain and 4 others
Visual Automations

How to create your first ConvertKit visual automation

Learn how to kick off your first visual automation in ConvertKit!
Siew Ann Tan avatar
Written by Siew Ann Tan
Updated over a week ago

Delay Progress in a Visual Automation Until a Custom Date

How to customize the duration of a delay in your visual automation using custom fields!
Siew Ann Tan avatar
Written by Siew Ann Tan
Updated over a week ago

How to use visual automation templates in ConvertKit

Get your visual automations off the ground with these templates!
Siew Ann Tan avatar
Written by Siew Ann Tan
Updated over a week ago

How to use ConvertKit visual automations

Learn how to build a funnel for your subscribers and automate your content.
Catherine avatar
Written by Catherine
Updated this week

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 Make Changes to a Visual Automation Without Interrupting 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

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

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

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

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 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

Visual Automations: Events

Pull subscribers forward in your automations based on calendar dates, tags, purchases, and more.
Catherine avatar
Written by Catherine
Updated over a week ago

Visual Automations: Actions

Add & remove tags, add subscribers to sequences, edit custom fields, and more.
Catherine avatar
Written by Catherine
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.
Catherine avatar
Written by Catherine
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

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
Sequences

3 Strategies for your First Sequence

Building an email Sequence is a great way to grow and engage your list!
CT avatar
Written by CT
Updated over a week ago

Send Multiple Sequence Emails in One Day

Send your Emails based on number of hours passed.
Haley Chamberlain avatar
Written by Haley Chamberlain
Updated over a week ago

Creating, Scheduling, & Sending a Sequence in ConvertKit

Learn how to use sequences to send automated emails to your subscribers.
Siew Ann Tan avatar
Written by Siew Ann Tan
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 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

Restrict Sequence Emails to Certain Days of the Week

How to limit your Sequence emails to send only on certain days.
Kyle Adams avatar
Written by Kyle Adams
Updated over a week ago

Why Isn't My Sequence Sending?

What to look for if your sequence seems to be stuck and how to fix it!
Catherine avatar
Written by Catherine
Updated over a week ago

Sequence reporting explained

A guide to the sequence reports page and what all those statistics mean.
Olivya avatar
Written by Olivya
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

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