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Automations
Visual Automations, Sequences, Rules, RSS, & Integrations
+4
35 articles in this collection
Written by
Haley Chamberlain,
Steven,
Ben
and 4 others
Visual Automations
How to create your first ConvertKit visual automation
Learn how to kick off your first visual automation in ConvertKit!
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!
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!
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.
Written by
Catherine
Updated over a week ago
Visual automations template library
A collection of visual automation templates ready for your use!
Written by
Siew Ann Tan
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!
Written by
Ben
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
Ben
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
Ben
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
Ben
Updated over a week ago
How to remove a step from a visual automation
How to delete steps from your visual automations.
Written by
Ben
Updated over a week ago
Visual Automations: Events
Pull subscribers forward in your automations based on calendar dates, tags, purchases, and more.
Written by
Catherine
Updated over a week ago
Visual Automations: Actions
Add & remove tags, add subscribers to sequences, edit custom fields, and more.
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.
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!
Written by
Ben
Updated over a week ago
How to Share A Visual Automation
Learn how to share a visual automation template with others
Written by
Catherine
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!
Written by
Daniel Beasley
Updated over a week ago
How to manually add or remove subscribers from a ConvertKit sequence
Learn how to use a bulk action to manually add or remove selected subscribers from a ConvertKit sequence.
Written by
Siew Ann Tan
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
Creating, scheduling, & sending a sequence in ConvertKit
Learn how to use sequences to send automated emails to your subscribers.
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.
Written by
Ben
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
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
Sequence reporting explained
A guide to the sequence reports page and what all those statistics mean.
Written by
Ben
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
Ben
Updated over a week ago
Rules
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
Ben
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
Ben
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
Ben
Updated over a week ago
RSS
How to embed your Transistor podcast episodes into email using RSS
Automatically create emails in ConvertKit to promote new Transistor public podcast episodes.
Written by
Siew Ann Tan
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