Automations

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!

Written by Siew Ann Tan
Updated over a week ago

Visual Automations Training & Templates

In-depth Automations walkthrough, and downloadable templates!

Written by CT
Updated over a week ago

How To Begin A Visual Automation

Learn how to kick off a visual automation, and FAQ

Written by Kyle Adams
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

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

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

Visual Automations: Looping Subscribers

Send Subscribers back into an Automation where they left off.

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.

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

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 Remove a Step from a Visual Automation

How to delete steps from your Visual Automations.

Written by Olivya
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

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

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

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

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

What is a sequence + when to use one

How sequences differ from broadcasts, and uses cases where you might want to consider using a sequence.

Written by Olivya
Updated over a week ago

How Sequence Autosave Works

How to publish, discard, and view unpublished (autosaved) changes to your sequence email content. Never lose your work again!

Written by Olivya
Updated over a week ago

Connect a form or landing page to a sequence

How to automatically add subscribers from forms or landing pages to an email sequence!

Written by Olivya
Updated over a week ago

3 Strategies for your First Sequence

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

Written by CT
Updated over a week ago

Send Sequences Immediately

Send a new Subscriber their first email right away!

Written by Kyle Adams
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 Start A Sequence On A Specific Day

A downloadable Visual Automation template just for you!

Written by Haley Chamberlain
Updated over a week ago

Send Multiple Sequence Emails in One Day

Send your Emails based on number of hours passed.

Written by Haley Chamberlain
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.

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.

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.

Written by Kyle Adams
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

Why Isn't My Sequence Sending?

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

Written by Catherine
Updated over a week ago

How to Filter Out Subscribers in a Sequence

How to exclude people from emails who are on certain Tags, Forms, Segments, and more!

Written by Haley Chamberlain
Updated over a week ago

Sequence Reporting Explained

A guide to the Sequence Reports page and what all those statistics mean.

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!

Written by Haley Chamberlain
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 Add a Link Trigger to an Email Template (New Email Editor)

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

Written by Catherine
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

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 an Automation Rule

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

Written by Kyle Adams
Updated over a week ago

How To Use Link Triggers

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

Written by Olivya
Updated over a week ago

How to Set Up an RSS Feed

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

Written by Siew Ann Tan
Updated over a week ago

Switching from FeedBurner RSS to ConvertKit

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

Written by Catherine
Updated over a week ago

RSS Feeds: Troubleshooting

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

Written by Steven
Updated over a week ago