ConvertKit Guide For Beginners That Save Time & Increase Revenue

ultimate convertkit guide

Not considering email marketing when you start a blog or business website can harm your future growth and revenue. So this time I’ll share why you need to invest your time and money building an email list and how this ultimate ConvertKit guide will help you.

Back when I started blogging, I didn’t really consider building an email list and how to monetize from the email list. I wrote for the sake of it, blogged because I liked to, I didn’t have targets, nor did I focus on blogging goals. I was all into this because I liked to express.

However, over time brands decided to step in with affiliate programs, sponsored posts, paid posts, guest posts, barters so and so forth. And I was nothing but a frog left alone in a pond full of mud.

I had no idea where to look for and what to look for. They had their queries. Be it subscriber count, stats, page views, SEO or social media following. While I had a few 1000 followers on social media, I was terribly lagging in email marketing and had to find a way out. And let me tell you, it is was not easy.

I have switched from multiple email automation platforms to get to where I am today. From MailChimp to ultimately to ConvertKit. I believe Convertkit offered me a far more lucrative plan to work on – that didn’t possibly break my bank and also allowed me to yield enough profit out of it.

convertkit guide

Don’t get into the trap of forever free plans, as, first of all, they have very limited features, secondly no possibility to monetize from the email list and lastly they don’t motivate you to build a list.

Click here to start a 14 Day free trial for ConvertKit.


Before we get started

We already did a blog on the basics of Email Marketing and how significant it is for a brand to have an Email Marketing campaign running at all times. The guide was a beginner’s guide on the impact of emails and email marketing campaigns in the world of internet 2015 onwards. We had discussed some major aspects in our basic guide that spoke of –

  1. How to get started with email marketing – the basics of beginning an active email marketing system?
  2. How to gain first 500 subscribers and keep the numbers rolling – from getting your first subscriber to slowly and steadily increasing the count.
  3. Software that will help you with the same – using tools, resources, and Softwares to help your brand in email marketing.
  4. How to build a large audience of email subscribers? – The tips and tricks to build your email list to 20000.
  5. 14 Type of Email Marketing Campaigns You Need to Send Your Subscribers.
You’re most loyal customers and genuine readers are in your email list.

Here’s why I decided to create a ConvertKit guide:

  1. It helped me gain potential leads.
  2. I moved from 1000+ subscribers to 15000+ subscribers in a matter of 6 – 8 months.
  3. It helped me schedule posts seamlessly without the need for a designer.
  4. The platform is perfect for small businesses, bloggers, startups and even full-fledged LLPs and media houses.
FUN FACT: According to Capterra, 1$ spent on email marketing yields an approximate 44.25$

Some ConvertKit benefits for bloggers:

  1. ConvertKit allows you to tag subscribers.
  2. It allows you to automate everything.
  3. You can easily import subscribers
  4. It has easy to use opt-in forms
  5. ConvertKit sequences make automated emails easy.
  6. Broadcasts make individual emails easy.

convertkit guide

What is ConvertKit?

ConvertKit is an email service provides – email automation platform designed and marketed towards bloggers, businesses, brands, podcasters who are working on building an organic and authentic audience for their work’s purpose.

The platform allows these brands and businesses to create a series of seamless thought-provoking and impactful email templates. These templates can be customized as per the brand’s needs.

They are then scheduled with specific data and sent across to the brand’s subscription list. The process is simple and requires no amount of rocket science.

So, let’s get started on the step-by-step ConvertKit Guide on how to create an emailer on this platform.

Click here to start a 14 Day free trial for ConvertKit.

This is what you’ll see (image below) and signup to ConvertKit by filling the form.

convertkit signup process

Next, you’ll be directed to the dashboard.

convertkit dashboard

1. Next, Creating a form on ConvertKit

Take control of your form’s design. Any clickable area is editable. This means that your header, description, font, size, color, etc – everything can be edited as per your need. Start by renaming your form (to help you stay organized).

All you need to do is click on the title and change your form’s title to “YOUR FORM NAME – WHATSOEVER IT IS. This name will only be visible to you (form owner) and not be shown to your subscriber list.

The form name helps you to keep your forms’ list organized so that you can effortlessly search for the form you need.

Create Form - ConvertKit Guide

To bring your forms to life, look for the sidebar menu – The sidebar menu is where all your fonts, styles and everything in between is shown. Play around with the sidebar to get the hang of the software.

Decide whether you want to create a sign-up form or landing page.

landing page or signup form

Choose the display format between inline, modal and slide in.

convertkit display format

Design your sign up form, add text, image, etc.

convertkit display format

Next, copy the code and place it in your WordPress < post < Text. Or you can add ConvertKit plugin to your WordPress which will help you add shortcode immediately.

Wordpress convertkit

The form is nothing but a list where your subscribers are curated. These forms have the option for you to create segments too, these segments help define your subscribers better. For instance, you can have two segments of subscribers, namely, Regular users, VIP members, course members, freebie members, webinar list, so on and so forth.

2. Create an Email Sequence & tag using ConvertKit Guide

Often you might have seen you receive an email immediately after you sign up (not the confirmation email). Those are usually set up in a sequence, which can include an introduction to your website, downloaded items, etc.

While this may sound like an arduous task, it isn’t. When I was working on an email automation series on MailChimp, I remember how it didn’t allow me to keep a sequence of forms ready (without content).

Whereas in ConvertKit, I had the opportunity to gain subscribers to my list even though I didn’t have my sequence ready. So, I could gain subscribers and simultaneously work on building my ConvertKit form sequence.


The email sequence is nothing but a sequence of emails that will be scheduled and sent across to your subscribers between a specified duration. It helps keep the momentum running.

For instance, a blogger who is working on a 4 weeks free resources and toolkit freebie can have 4 different emails sequenced between a 7-day span. These emails will be delivered to the subscribers in an interval of 7 days.

To create an email sequence of ConvertKit, here’s what you need to do. Start by naming your email sequence (e.g.: Masterguide on ______ + free _______ toolkit, The Ultimate 4 week ______ Masterclass, etc)

To set up the sequence, head to the top navigation and look for the sequences tab. Create a new sequence and name it (example listed above). Once the sequence is created, look out for the sequence content screen with a pre-filled email series.

These email drafts are listed on the left-hand side of your screen shown with each of their subjects. You will also be able to check the day interval between these emails that the subscribers will receive it by.

convertkit sequence


Now, to create your sequence – click on each of your email sequences, one by one. Create, edit and finalize your subject and email’s content. Don’t forget to click the save button (lower right) to save changes to all your email sequencers.

Timestamp and sequence: Now that your email drafts are ready, you can switch to create an interval between your emails. For instance, if you want each email to have a gap of 4 days, you can do so.

So, if ABC signs up today and XYZ signs up two days later, both the subscribers will receive the emails’ sequence starting from their date of subscription. This means that ConvertKit customized the timestamp SUBSCRIBER-WISE and not LIST-WISE.

If you wish to send your email immediately, set the value to 0.

3. Connect your form to the sequence created

ConvertKit Guide
Credits: ConvertKit Help Centre

The form is the list of subscribers, the sequence is a series of emails. So, when you create email automation, it is likely that you wish to send it to a specific font. Connect the form list to your email sequence and you are good to go.

You don’t even need to worry about your email list, you can set your triggers to 999 days if you are not ready to flesh out emails already, this gives you and your list ample time to get ready. Once your form is ready, you can work on your sequence, check for all the proofs and hit the publish button.

Using Tags:

A tag is useful if you wish to further segment your list. You can add a tag to the subscriber when they join. Play around with the automation options until you’re familiar with all the different possibilities as per your needs.

4. Displaying your form site-wide

Form embedding is the best way to garner better traction on your subscriber count. You can do so by building a footer area with your subscriber form. Other places to consider are blog content area, sidebar, blog header, margin, blog posts, and social media. You can also create a dedicated landing page for your form subscribers to go to. 

Now that you know how to create your first email automation through ConvertKit, let’s focus on some ConvertKit features that we all are absolutely in love with.

  • Visual Automation.

Everything works on visuals and ConvertKit understands it well. A visual automation system is available on the left-hand side of your screen that provides a tree mapping of your email sequence. And unlike any other email automation platforms, ConvertKit offers a rather seamless format so it is easier on the eye and even more so user-friendly.

You can edit your forms and your email sequence without baffling between the sequence. 

  • Form Segmentation allowed within emails.

If you have a list of, let’s say, regular members and VIP members then sending two different emails of the same kind can be a hassle. But not for ConvertKit users. ConvertKit allows you to create a segmentation within your emails.

For instance:

ConvertKit Guide
Credits: ConvertKit Blog
  • Un-opens can receive automated broadcasts the second time.

Isn’t it awesome? If the subscriber hasn’t opened your email, they are reminded with the same email once again. This is done through an automated broadcast system. The platform does the job so you need not manually scan through the reports to find the number of people who didn’t open your emails.


This is not specifically a feature, but ConvertKit extracts a minimum fee of 29$ per month (if billed monthly and $24 if billed annually) for using their platform for up to 1000 subscribers.

Now, ConvertKit may be costlier than other automation platforms but it also is more user-friendly, more advanced and has a better interface comparatively. I wouldn’t say that any other software is bad, but I personally have an inclination towards ConvertKit over other email automation platforms.

They provide 24x7x365 live chat and email support + they also have quality documentation, tutorials, and vlogs to guide you.

Click here to start a 14 Day free trial for ConvertKit.

convertkit pricing

Fun Fact: There are more than 130 email automation platforms and software available for businesses today.

Bonus Tips To Consider From This ConvertKit Guide:

Here comes the exciting part. These are easy to follow bonus tips for someone who is just starting out on email marketing and email automation.

  • Learn about your audience:

Before pouring out emails to your subscribers, try to learn their behavior and traits. It is significant that you understand who your audience is and what they like to do. These audiences have a certain way of speaking, a tone, a voice.

Try to grasp it as it will ease out their efforts in deciphering your email. Create a comfortable and habitable zone for your TG is extremely important.

  • Plan out campaigns in advance:

Don’t just go on an email sending whim. Plan out your email marketing campaigns weeks in advance. Try to list down your ideas, what you want to share through your email. Is it just for weekly updates? Does it share news about the company, provide industry insights, send across offers to customers, so on and so forth

  • Stick to your brand:

Branding may sound all fun and game until you decide to drop the codes and work on flamboyant designs each time. It may sound fun to you, but is actually overwhelming for the user consuming your email. Stick to color codes, font styles, size of templates, type of templates, content type, tonality, and voice.

Do not drift from these elements and keep them chained at all times to sound no less than an authentic real and legit brand/business. You definitely don’t want to lose a potential subscriber/customer over your fun-loving teenager voice email spree now, do you?

  • Send out test emails:

Before going live with your plans, always send out a test email. It is highly likely that you may end up finding errors in your emails. Test emails help pave a way to minimize these errors and increase your accuracy. When sharing a test mail, request a layman / third person to have a look at it.

Working continuously on your brand can be strenuous at times and can create a blind spot. A fresh pair of eyes can quickly grasp mistakes and point them out for you.

  • Feel free to ask questions:

In case you are doubtful about a certain campaign, don’t stay quiet. Instead, ask questions, communicate your issue and try to find a resolution to your branding issues. A shut perspective helps no man, widen your horizon and be open to experimentation.

Never hesitate to ask a question or inquire about a doubt that you have in your mind. Your viewability business per se changes depending on your adaptability to situations.

Make the most of these bonus tips – and you are good to go!

Now that you have learned how to create your own email sequence using ConvertKit, why not try your hands on the automation platform yourself. Follow this step-by-step ConvertKit Guide and you are good to go. Create an email sequence and see as your business grows manifolds months after months.

Now, before we end this ConvertKit Guide, here’s a quick recap.

Is ConvertKit for you? If you’re a blogger, the solo-entrepreneur, the content creator then yes this is the right tool for you.

  1. Creating a form
  2. Creating an email sequence
  3. Connecting the form to the email sequence
  4. Displaying your form sitewide

We also spoke of 4 bonus tips and the many features that we absolutely love in ConvertKit. They are as follows:


  1. Learn about your audience, their behaviors, and traits
  2. Plan out campaigns weeks in advance to avoid any last-minute huddle.
  3. Stick to your brand’s voice and appearance, the tone, and quality of content
  4. Send out test emails and do a proof check through a layman perspective to minimize errors
  5. Ask questions and have your queries resolved. No matter how silly the question or query may sound to you, always find a way to solve your issues.

I hope these tips and step-by-step ConvertKit guide will help you in building your brand’s email marketing game. Make the most of this ConvertKit guide and unleash your creative juices using ConvertKit Templates, formats, and designs. Play around, navigate and customize your email sequence as and how need. Work out ideas and plan out campaigns.

I hope this ConvertKit Guide helps you immensely with your business goals and that you successfully achieve them without any hassle.

Have you tried out ConvertKit yet? Do you know of other email marketing platforms? Do you have feedback on ConvertKit or any other email marketing platforms available online? Tell us in the comments below, we’d love to hear from you.

Click here to start 14 Day’s free trial for ConvertKit.


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(This post may contain(s) affiliate links. That means I do get compensated every time someone buys from these links at no cost to you. See disclosure here.)

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