ConvertKit is a powerful email marketing platform for creators, bloggers, coaches, and digital entrepreneurs. But how should you get started with ConvertKit to maximize its capabilities? This guide covers the key steps.

Signing Up for Your ConvertKit Account

Getting started is completely free – just visit and sign up for an account. Complete your initial configuration:

  • Connect your website and install the ConvertKit tag.
  • Create forms for capturing leads and subscribers.
  • Build your first email sequence or broadcast.
  • Integrate ConvertKit with your payment processor.
  • Import any existing email lists if needed.

ConvertKit can be ready to collect subscribers in minutes.

Customizing Forms and Landing Pages

Forms are the entry point for subscribers, so make them attractive:

  • Pick from a gallery of template forms for various uses like email signup, content upgrades, and webinar registration.
  • Customize colors, fonts and add your branding.
  • Insert incentives like lead magnets in exchange for an email address.
  • Publish forms via popup, embedded in content, or as standalone pages.

Segmenting Your Audience

Divide your audience into different tags and segments like:

  • Content interests like “Newsletter Subscribers” or “Podcast Fans”
  • Buyer persona like “Entrepreneurs” or “Health Enthusiasts”
  • Engagement level such as “Highly Engaged” for repeat readers

Segmenting allows sending highly targeted broadcasts and automations.

Creating High-Value Automations

Automations are pre-configured email series that convert and retain subscribers:

  • Welcome series to onboard new subscribers.
  • Content upgrade deliveries to provide value.
  • Webinar and event reminders.
  • Win-back campaigns for inactive subscribers.
  • Workflows for paid course signups or digital purchases.

Automations nurture subscribers based on behaviors.

Analyzing Email Metrics and Reports

Review ConvertKit’s detailed email analytics to identify opportunities:

  • Open, clickthrough, and conversion rates for each campaign.
  • Email sequences providing the highest ROI.
  • Subscriber engagement levels and trends.
  • Top performing segments and automations.
  • Content and products driving the most sales.

Data enables constantly refining your email approach and copy.

Integrating ConvertKit with Your Website

Install the ConvertKit subscription form widget in key places around your website:

  • Landing page headers and footers.
  • Blog post footers.
  • Sidebars and navigation menus.
  • Popups for high value content like ebooks and webinars.

This makes it easy for site visitors to subscribe in moments.

Frequently Asked Questions

Does ConvertKit integrate with payment processors?

Yes, ConvertKit seamlessly integrates with Stripe, PayPal, and other transaction platforms.

Can I move an email list from another provider to ConvertKit?

Yes, ConvertKit offers simple bulk import tools to migrate email subscribers from other providers.

Does ConvertKit have email drafting and scheduling features?

Yes, you can create emails within ConvertKit and schedule them to send automatically at specific dates and times.

What metrics are most important to track?

Open and clickthrough rates, email revenue driven, subscriber growth and churn rates, and ROI per email campaign.

Can subscribers join multiple segments and automations?

Yes, subscribers can be in multiple lists and automation workflows based on their interests and behaviors.

Optimizing your ConvertKit email marketing early on helps maximize the value from your subscribers over time through targeted automation.


  • Gio Watts

    Gio Watts brings over 10 years of digital marketing experience to his role as marketing manager at Walletminded. In his current position, Gio oversees brand marketing, campaign management, and audience growth initiatives. Prior to joining Walletminded, Gio held marketing roles at several ecommerce and SaaS startups, most recently serving as senior marketing manager at CloudTable Inc. There, he specialized in paid social advertising and content marketing. Gio holds a bachelor’s degree in business marketing from the University of Oregon. He is a certified content marketing specialist and frequently guest lectures at his alma mater. When he's not devising omni-channel marketing campaigns, you can find Gio coaching youth basketball and indulging his passion for live music.

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