Convertkit Tutorial for Beginners (Step-by-Step)

[@GRUMO]

I've been using Convertkit since 2015 and love it. (I've tried Mailchimp, AWeber, Active Campaign, and Infusion Soft). Let me know if you want to see more tutorials like this in the comments. Thanks for watching! Timestamps: SECTION 1: THE BASICS 00:06 - Overview of Convertkit features 00:58 - Signup for Convertkit 02:08 - Create a signup form to start collecting email addresses 02:33 - How to customize the look of your signup form 03:08 - How to embed your form in your website 06:44 - Testing your new signup form 08:31 - How to remove your form's double optin setting 09:21 - How to create an email sequence 11:40 - How to use tags 13:30 - How to assign tags to buyers (via Stripe or Thinkific) SECTION 2: LEARNING AUTOMATIONS 15:28 - Section overview 15:40 - Create a landing page to collect email addresses 16:34 - Create an autoresponder email for new subscribers 16:54 - How to use link triggers to assign tags to contacts 18:35 - Create three email sequences to be sent to subscribers based on their preferred topic 19:36 - Create an automation to subscribe subscribers to the corresponding sequence 21:59 - Test the automation to see it works properly SECTION 3: USING FILTERS, TAGS, and SEGMENTS 23:42 - How to use filters in broadcasts 24:29 - How to use segments to create complex filters 25:23 - Review of the segments on my Convertkit account 26:40 - How to use filters to exclude buyers from your main email sequence 27:30 - Rules vs Automations 29:12 - To support my channel signup with Convertkit using my affiliate link → grumo.com/convertkit

[@jamesfulcher4890]

Yes please Miguel, more Convertkit tutorials for beginners. I am currently on the free plan, as my email list grows, I will uplevel to the paid plan.

[@GRUMO]

@@jamesfulcher4890 Thanks for letting me know James.

[@GRUMO]

@@Chilicrispqueen Sorry about that. Growing your email list is not easy. It takes a lot of time and patience and you need to be able to offer a competitive product to be able to generate sales.

[@kiararafael1432]

Best convertkit video I've seen so far! Made everything a billion times easier without all the fluff. THANK YOU !❤️

[@GRUMO]

Glad it helped Kiara!

[@alipruitt]

OMG! I'm not even 2 minutes into this video and already love it. You are amazing at how you present. You're real, personable and funny. Love it!

[@GRUMO]

Muchas thank yous!

[@anneryder6315]

I second what everyone else has said. Hands down the best tutorial I've watched on ConvertKit. Love your teaching style! Keep 'em coming!

[@GRUMO]

Thanks Anne! so happy to hear you found this tutorial useful. Cheers!

[@Theunpopularmom]

Uim trying to get opinions on mine that I have on my new blog. Could I please get some advice, if you do t mind checking mine out? My link is on my ytc

[@SK_509]

Thank you for such an in-depth tutorial! Best on YT thus far! I went ahead and signed up for ConvertKit using your link :)

[@GRUMO]

Thanks for the support!

[@jaimefoley1066]

Thank you so much for breaking down step by step. I have been having a hard time understanding how to use Convertkit.

[@GRUMO]

Thanks for watching!

[@jo-anneclifford8386]

This was a great guide for someone just getting started with the system. Thank you - greatly appreciate it!

[@GRUMO]

Thanks!

[@ABiscuitandTea]

This is one of the best tutorials that I've found for Convert Kit! It's really helped me a lot. Mil gracias!

[@GRUMO]

Gracias Kim!

[@crushittv1637]

Thanks for the quick and concise tutorial. This one inspired me to jump right in and finally get started on my list of email offers. :)

[@GRUMO]

Cheers! 🤘

[@lionels839]

Excellent ! this is the best tuturial I have found on convertkit so far

[@GRUMO]

Thanks Lionel!

[@lionels839]

@@GRUMO You are welcome ! by the way I have followed your course about launching online business (which is a master piece for the price...really!) and I was looking for your project managing spreadsheet...is it possible? And even all your spreadsheets :)

[@GRUMO]

@@lionels839 thanks! Yes, you can download all the spreadsheets from the project managing tutorial here getbliz.com/

[@lionels839]

@@GRUMO Thanks a lot ! very valuable...Last question: ConvertKit does not propose Thinkific in Automation/Integrations....So how have you done the integration you have shown in the tutorial ? Have you tried Podia since ?

[@GRUMO]

The Thinkific to Convertkit integration is done from the Thinkific side. You can also set an automation using Zapier to send data to Convertkit every time you get a new customer on your Thinkific website.

[@Theunpopularmom]

what a wonderful indepth review, this helped me get further than i have before! i will watch it again do more when i have more time! ty so much!!!

[@GRUMO]

Awesome, thank you!

[@BobFarnham]

Sharing this ConvertKit Tutorial video with a friend, it's that helpful. Thanks again.

[@GRUMO]

Thanks for sharing!

[@FamiLeeLiving]

This was SO HELPFUL! We are in the process of setting up a blog and your tutorial was so informative. Thank you for sharing!

[@GRUMO]

Glad it was helpful, thanks for watching!

[@RyanKoriya]

Great video man. Greetings from Ibiza, where I'm getting ready to have some serious ConvertKit affairs! lol

[@GRUMO]

Thank you!

[@thepurpleufo]

Fabulous tutorial...clearly explains things...and funny, too.

[@GRUMO]

Thanks!

[@BobFarnham]

Thanks for this video tutorial. I watched it right through, to get a better understanding, and then again as a tutorial. A good use of my time. Thanks again!

[@GRUMO]

Glad it helped Bob!

[@franknyamz7052]

I like the way you end the videos! Great character

[@GRUMO]

Frank Nyamz thanks Frank!

[@danaproducer]

Love your videos!! Your examples are super clear and you always keep things fun and energetic 🙌

[@GRUMO]

Thanks you!

[@samanthamartinezco]

This was an amazing tutorial!! Very enjoyable, made me laugh, and extremely informative!

[@GRUMO]

Thanks Samantha!

[@PublisherLinda]

Excellent tutorial! Thanks for putting in the work to make this complete and understandable.

[@GRUMO]

Thanks for watching!

[@andrewrandall4796]

Great video - well structured and perfect starting point to quickly get orientated to this product. I've used/played with many and am now looking to focus on getting results rather than tinkering with features .... your video succinctly sums up what's needed to get going .... many thanks!

[@GRUMO]

Thanks for watching Andrew, I'm glad you found this tutorial helpful!

[@myplaylists8146]

This is absolutely clear tutorial video!!! Thank you so much!!!

[@GRUMO]

Thanks Kris!

[@robinwilliams3217]

Thank you times infinity Grumo Media!

[@GRUMO]

Your welcome!

[@vishakhavidwans8053]

I've been trying to do this since the past 2 hours ! I got tired and gave up, now imma try this after waking up

[@GRUMO]

good luck!

[@reedhermstad1611]

Great video. May need to watch it a couple of times... It has that much stuff!!!

[@GRUMO]

Thanks Reed!

[@nihelofagirl]

So so helpful! Convertkit is kinda complicated but soo amazing

[@GRUMO]

Yes! just takes a bit of practice to master it.

[@christlerpascualchannel]

I love your video so much fun because of your humor.

[@GRUMO]

Glad you enjoy it Christler!

[@christlerpascualchannel]

Miguel what is the screen recorder do you used? I love the round shaped thing where your face is placed.

[@GRUMO]

@@christlerpascualchannel I'm using ScreenFlow ( it works on Mac computers only). You probably can generate the same effect with Camtasia or Loom.

[@christlerpascualchannel]

Thanks a lot Miguel!

[@janicepawlitsky9874]

Awesome tutorial... very easy to understand.

[@GRUMO]

Janice Pawlitsky thanks for watching!

[@leapaulajimenez3634]

This is concise and very helpful!!!

[@GRUMO]

Thank you!

[@divinekatoure2345]

yasssss Grumo ! Come through!!! Thank you!

[@GRUMO]

Vamoos Divine, Yeah!

[@PaulMillerd]

super useful intro. love the energy

[@GRUMO]

Thanks Paul

[@JorgePicco]

Best tutorial ever!

[@GRUMO]

Thanks!

[@sophiaknowshair]

This is the best video. You made it so simple and easy to understand. Do you teach these topics in more detail in any courses?

[@GRUMO]

Thanks! Yes. I have more tutorials in this channel and courses on my online school at grumoschool.com

[@sakhiullah8991]

Best video for beginners

[@36126128]

Thanks for the in-depth tutorial. This is so helpful.

[@GRUMO]

You’re welcome Victor.

[@originaljoshuabryant]

I love cookies too - great content!

[@GRUMO]

Thanks!

[@adambrensen7090]

Yes! I'm so glad that I found this!

[@KlassicSoccer]

Top class. Very informative.

[@GRUMO]

Glad you liked it!

[@90sanimemusiclyrics73]

Awesome! You sound like that bestfriend in movies who loves to talk. You know, like the Italian version of that mexican guy on ant man. I think you'd be great as a VO

[@GRUMO]

I'm glad that you like my voice señor! :)

[@MariamAlkhawaja]

thank you for your very useful step-by-step content. I have a question, and I am not sure if you had addressed it in the above video or not. My question is if a subscriber has clicked two links; lets say they clicked cookies then went back and clicked muffins, I found that they will be given both tags because this is the rules that has been set to each click, but what about the automation which sequence would be activated for them?

[@GRUMO]

That's a good point. To avoid triggering two sequences simultaneously, you can set the automation to remove all the other tags when one tag is selected. So if they already clicked on cookies and then they click on muffins, you would set the automation to remove the cookies tag (and any other tags that they could've have selected previously).

[@MariamAlkhawaja]

@@GRUMO so i take them through a sequence at a time...

[@oscarnovelo]

Thank you for your help! Can we create an online course with some video on ConvertKit?

[@GRUMO]

You cannot because you cannot store videos on Convertkit. However, in theory, you could use Convertkit to deliver a series of lessons over email, but you would have to store your videos on KZbin or another video hosting company like Wistia.

[@oscarnovelo]

Thank you so much Miguel! One more question: most all my audience is Spanish speaking. Do you know if ConvertKit email standard language (not the copy I write) can be customized in Spanish? I currently use Kajabi where the double optin automatic email is ONLY in English and cannot be changed. Trust me, I’ve asked. It’s frustrating and awkward because the whole customer experience is in Spanish up until that point. Kajabi suffers from other glitches like that.

[@GRUMO]

@@oscarnovelo As far as I know, you can customize all the copy of all the emails sent from Convertkit. The same goes for Thinkific, where you can customize all the automatic emails that are sent when students enrolor complete one of your courses.

[@sectormentor6265]

Great stuff! Can you embed forms in a squarespace site?

[@GRUMO]

Sector Mentor Yes you can. Paste the form embed code as a code block inside the desired Squarespace page.

[@sectormentor6265]

@@GRUMO thank you!

[@artismagraphics]

Thank you so much this video answered almost all my questions. I have one problem, when I upload any content in "after confirming" section it doesn't show up when they click the confirmation button the only way I can give to my audience is to paste an external link from somewhere like Google drive. How can i solve that please? Thank you.

[@GRUMO]

Not sure what are you referring to. The only place you can upload files in Convertkit is under Form Settings > Incentive. The incentive can be a URL or a Download. If you choose Download you can upload the file that you want subscribers to download when they get the email confirmation once they give their email in the form.

[@paulebbage]

great tutorial mate. thanks very much

[@GRUMO]

My pleasure Paul!

[@vardapet01]

hahaha, he wasn't kidding about the cookies.. great video. Thank you!

[@GRUMO]

Thanks for watching Angel!

[@MarciYoseph]

So helpful! Thank you!

[@GRUMO]

You are welcome!

[@eleizesilvaferreira6471]

What are the differences betweeb Sequences and broadcast? May I set a broadcast intead o f a sequence? I want to give out a email course by email. Sequence is not available in my panel right now.

[@GRUMO]

A sequence is simply a series of broadcasts sent automatically over several days or weeks. If you want to send broadcasts automatically, you need the sequence feature.

[@eleizesilvaferreira6471]

@@GRUMO I got it. Many thanks, sir. I do have another question. Is that possible set up a landing page as a pop up in the initial page of the blog ? My idea is people can sign and as soom they had that, my initial page appears normaly.

[@GRUMO]

Yes, When you create a new form you can choose the type and one of them is a pop out.

[@eleizesilvaferreira6471]

@@GRUMO I see. Thank you for your attention and kind support, sir. Best regards!

[@yosidd4868]

Do the sequence have to be finished before you start the automation?

[@GRUMO]

You would typically use an Automation to trigger a sequence. The most common automation is one that detects when a user enters their email in a form and them adds them to an email sequence. You can also trigger automations when someone buys a product, or is tagged when they click a link.

[@Theunpopularmom]

I keep seeing the actual code on my blog? I see the convert kit = sometimes. What am I doing wrong

[@GRUMO]

For the code to work you need to: 1. Install the ConvertKit plugin as shown in this tutorial 2. Make sure the plugin is activated 3. Add the code as a "short code" type block into your blog post. If any of those steps are skipped the code will not work. If it still doesn't work, it could be because you need to update to a newer version of Wordpress.

[@Theunpopularmom]

@@GRUMO ty so much!!!! would you please let me know what you think of my blog theunpopularmom.com/

[@GRUMO]

Looks great! I see you got the Convertkit form working. Congrats!

[@fgbowen]

Help!!!!! I installed convertkit onto my Wordpress blog site, followed every step - then I sent myself a subscribe test - got nothing in my inbox. How do I fix this? (yes - I checked spam, and trash folders. And used my API Key, and the Secret Key as well. I checked the correct "form" on the WP Plugin settings - Used the Form for imbedding at the bottom of each page.)

[@GRUMO]

For tech support is better to email Convertkit directly.

[@jjjjjjj.03445]

Why am I not seeing the SEQUENCES tab at the top menu?

[@GRUMO]

They moved them under the Automations tab now

[@jjjjjjj.03445]

@@GRUMO yeah got it :D but i need to upgrade my free trial account haha :D thanks for the reply

[@GRUMO]

@@jjjjjjj.03445 Ahh... I see why they moved sequences to Automations. They were free and now you need to pay for them! - You can still send Broadcasts to give it a try but Sequences are a must for running automatic nurturing sequences.

[@harrycash7923]

hi there Grumo, thanks for indepth tutorial, quick question though, is there any way where I can make a conditional as if let's say if the subscriber hits all three links, It would be spammy if we send them all three sequences at the same time right? I mean Cookies, Muffins & Donuts is there any way we can change the sequence if the subscriber clicks on all three links? thank you!

[@GRUMO]

Yes, there is one possible trick but you would need to set 3 separate rules one for each choice. Each rule would unsubscribe the user from the other two sequences triggered by the other two tags and subscribe them to the last tag clicked. So if they click on Cookies, Muffins & Donuts in that order. The last click would trigger a rule that would apply the Donuts tag, subscribe them to the Donuts sequence, and unsubscribe the user from the Cookies, Muffins sequences.

[@sebalizarraga1051]

Hey I can’t afford paying 30 bucks/monthly are there any other options to convertkit you recommend?

[@GRUMO]

You can sign up for free with ConvertKit and add up to 1000 contacts. After that, you need to pay, but the idea is that if you already have 1000 contacts you should be able to monetize your audience to a level where $30/mo is a reasonable business expense.

[@EnglishwithTerry]

tu acento en ingles no es raro! para nada, te sale super bien

[@GRUMO]

Gracias Terry!

[@Taesfashion12]

Question how do you know who brought from your email soo you wont promote the same product to the same people on your list ?

[@GRUMO]

That's very easy to do in Convertkit. You can automatically tag all the buyers of a product and exclude them from further promotions.

[@Taesfashion12]

@@GRUMO i have my buy tags on them but how do the buy tag know if they purchase or click ?

[@Taesfashion12]

@@GRUMO what if most people brought my product and when i get ready to send another email to the same product what if they get that email that the product they just brought

[@nicoludovico]

very good video for novices thanks

[@GRUMO]

Thanks!

[@andile_the_first]

how can we edit templates?

[@GRUMO]

Hi Andile, just click on any text or input field and change it to your liking as shown in this tutorial.

[@myperfect3475]

hi thank you for this information but I would like to ask a question I have been tried Convertkit but the problem when I do test the confirmation email went to spammy email not to inbox so how to to make confirmation email reach inbox not spam

[@GRUMO]

Hi Harith, if you're using Gmail then you need to add the email sender to your contacts and then it won't be sent to spam. You could also create a filter that says to never send emails sent from ConvertKit to the spam folder.

[@myperfect3475]

@@GRUMO thank you, sir, it's solved now thank you but the last question please I wan to show the convertkit forms under any post or what I mean is I want to put the form with my post n when I write a blog but I got a problem it shows the form but when I test by putting the name and email address and click subscribe I can't and not give anything like thank you for subscriber but when I put in sidebar is working well

[@GRUMO]

@@myperfect3475 I've never seen that error before. Once the form is embedded in the blog post it should work. For more technical questions like these I recommend you ask directly the people at Convertkit via their support page here → convertkit.com/support

[@natureswealth6940]

I need your help!! It is saying that I need to be approved before I can send emails. What can I do?

[@GRUMO]

Hi Sara, the best way to get help is by contacting ConvertKit support directly. Inside your account, on the bottom right corner there should be a chat button where you can submit your questions. You could also try to email them at [e-mail]

[@natureswealth6940]

@@GRUMO i have done that but they said that they don't accept affiliates. that was really confusing for me

[@GRUMO]

@@natureswealth6940 If you want to become an affiliate of ConvertKit you can apply to their program here → convertkit.com/affiliate

[@jaileenerodriguezsantos6264]

Gracias por tan buen video!

[@GRUMO]

Un placer Jaileene!

[@ankitkumar-mq3un]

When I click on automation or sequence they said upgrade your account

[@eleizesilvaferreira6471]

To me says that I have to invite people, in order to release an automation for 100 people, I mean to each person I invited.

[@hidemat5141]

Can you customize the confirmation email to be in spanish?

[@GRUMO]

Yes. Your emails can be send in any language you want.

[@angelstwirl]

Great tutorial but why doesn't my word documents attach as a file and my pdf doesn't open on sequence email. they get an error?

[@GRUMO]

Hi Taryn. I'm not sure I understand your problem. There are two ways you can deliver a PDF or file with Convertkit. As shown in this tutorial, the easiest way is by using the incentive email feature available in forms under the form's settings. You need to change the Thank You page to from URL to "incentive download" and then upload the file you want your new subscribers to get as soon as they enter their email in that form. Or, you can send the file as a link pointing to that file inside one of the messages that are part of an email sequence that gets triggered when a subscribers get join your optin form. If you're trying to attach a file using the second method, then I would recommend not to try to attach a file to the actual email inside Convertkit but to upload it first to your server or file storage solution like Dropbox, Google Drive, or One Drive, make the file shareable, and then copy and paste the link inside the message you are sending from Convertkit. This is the most reliable way of sending a file. If you try to send it as an attachment, it may be flagged as spam by the email provider of your subscribers. Also, if you have attempted that solution and they get an error, it's because the link to the file is wrong and they are getting a Not Found error.

[@angelstwirl]

@@GRUMO thank you so much. I resaved my file attachments on one drive. I hope it works. As they subscribe through a leadpage that is connected to convertkit form they get a thank you page as an upsale and then get an email from the sequence. In each day's I've tried adding an attachment. I hope saving it on one drive works. Thank you so much.

[@GRUMO]

Yes. That should work. Cheers!

[@angelstwirl]

@@GRUMO Boo! That's embarrassing. Even saving it on one drive doesn't deliver. This is the error message they get. The webpage at el2.convertkit-mail2.com/c/0vud420zgwbgu2o3nrbl/8kurk78xi3u5n4gm6g/ZmlsZTovLy9DOi9Vc2Vycy9sb3Zpbi9PbmVEcml2ZS9Eb2N1bWVudHMvc2VsZiUyMGFzc2Vzc21lbnQlMjBzdGVwJTIwcGRmLnBkZg== might be temporarily down or it may have moved permanently to a new web address. Help!

[@kaelyn1]

there is no more "sequence" tab ? :''))

[@GRUMO]

Yes, now it is under Automations.

[@huajielanguageprogramme1298]

wow! tks a lot!

[@GRUMO]

You’re welcome!

[@superdad2895]

Thank you Tony Stark or Iron Man.

[@alexandratriantafyllou638]

PLEASE DO A VIDEO WITH BLOGGER BECAUSE I CANT ADD CONVERTKIT TO BLOGGER AND I DONT KNOW WHY!! HELP

[@GRUMO]

Αλεξανδρα Τριανταφυλλου If the embed code doesn’t work in Blogger it could be Blogger doesn’t allow embedding. Also, a quick reminder of Internet etiquette is to not write everything in capital letters. Cheers

[@uab.liditavaliditava8829]

Į am first

[@GRUMO]

Yes, you are. Bonus points for being the first!