Convertkit Tutorial for Beginners (Step-by-Step)

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Tutorial outline: (Click on the times to skip to each lesson)

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

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QUESTION:
What's your most favourite and least favourite feature in Convertkit?
Let me know in the comments.

Peace, Love, Cookies.

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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

GRUMO

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

kiararafael

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

vishakhavidwans

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!

alipruitt

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

anneryder

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

SK_

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. :)

crushittv

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

jaimefoley

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

thepurpleufo

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!!!

Theunpopularmom

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

ABiscuitandTea

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

reedhermstad

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

jo-anneclifford

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!

BobFarnham