Complete ConvertKit Tutorial for Beginners - Kit Tutorial Start to Finish
By Salvador Briggman
Kit Email Marketing Platform: A Comprehensive Tutorial
Key Concepts:
- Kit: An all-in-one email marketing platform for creators, entrepreneurs, and agencies.
- Automation: Automated email sequences triggered by specific user actions.
- Broadcast: A single email sent to a segment of your subscriber list.
- Landing Page: A dedicated webpage designed to capture leads (email addresses).
- Visual Automation: A graphical representation of an automated email sequence.
- Tags: Labels applied to subscribers based on their actions or interests.
- Rules: Account-wide triggers that automate actions based on specific events.
- API: Application Programming Interface - allows different software to communicate (e.g., Leadpages integrating with Kit).
- AB Testing: Comparing two versions of an email (e.g., subject lines) to see which performs better.
- Digital Products: Sellable items delivered electronically (e.g., ebooks, courses).
1. Introduction to Kit & Pricing
Kit is presented as a powerful email marketing tool suitable for various users – coaches, consultants, authors, creators, and agency owners – aiming to scale their marketing efforts. It offers features beyond basic email sending, including landing page creation, digital product sales, newsletter monetization (sponsorships, subscriptions), and A/B testing. A key selling point is its affordability: a free plan supports up to 10,000 subscribers with basic features (one visual automation, one email sequence, one user account). The "Creator Pro" plan, at $33/month, unlocks unlimited automations, sequences, and multiple user accounts.
2. Account Setup & Onboarding
The tutorial guides viewers through creating a Kit account via a free trial (accessible through crowdcrux.com/kit – a referral link offering a small commission to the channel). The onboarding process involves providing name, email, and password, indicating existing email marketing tool usage (with a mention of import options), defining audience size, business name, and choosing a custom domain (emphasizing SEO considerations). The creator type is selected (e.g., entrepreneur), and the primary goal is defined (e.g., growing the email list).
3. Kit Dashboard Overview
The Kit dashboard is organized into five main tabs: Grow, Send, Automate, Earn, and Learn. The most crucial are Grow (subscribers, creator profile, landing pages/forms, recommendations), Send (broadcasts, sequences, templates), and Automate (visual automations, apps, rules). The Earn tab facilitates digital product sales.
4. Importing Existing Email Lists
Kit allows importing existing email lists from other providers via a migration service or CSV upload. The latter is cautioned against for large lists due to the time commitment.
5. Visual Automations: The Core of Kit
The tutorial prioritizes understanding visual automations as a way to grasp Kit’s full potential. Visual automations are depicted as a flow representing how subscribers are nurtured over time. Kit provides pre-built templates for various scenarios (growing an audience, releasing a podcast, setting up a subscription, etc.). A paid newsletter automation template is used as an example, illustrating the flow: landing page signup -> welcome email -> purchase tag -> premium newsletter access. The fundamental process is: Landing Page/Form -> Audience -> Broadcasts/Sequences.
6. Broadcasts vs. Sequences
- Broadcasts: Single emails sent to a large segment of the audience.
- Sequences: Pre-defined series of emails sent automatically over a set period (e.g., one email every three days) to nurture leads.
7. Creating a Broadcast Email
The process involves navigating to the "Send" tab, selecting "Broadcast," choosing a template, customizing the content (including personalization using subscriber first names), previewing (especially on mobile), and scheduling the send. A/B testing of subject lines (up to five on the Pro plan) is highlighted as a valuable feature.
8. Landing Pages & Forms
Kit offers landing page and form creation tools. Forms can be embedded on websites or used as pop-ups (inline, modal, slide-in, sticky bar). The tutorial recommends Leadpages (with a link to a separate tutorial) as a superior landing page builder due to its greater customization options and ease of use. Kit’s form builder includes analytics to track conversion rates and optimize performance.
9. Selling Digital Products with Kit
The "Earn" tab allows creating and selling digital products. Product types include digital downloads and newsletter subscriptions. Kit provides checkout functionality and reporting on sales data. Again, Leadpages is recommended for creating more visually appealing and effective sales pages.
10. Advanced Features: Rules & Automation Triggers
- Rules: Account-wide automation triggers based on specific events (e.g., tagging a subscriber when they purchase a product).
- Triggers: Events that initiate actions within an automation (e.g., clicking a link, subscribing to a form).
- Tags: Used to categorize subscribers based on their actions and interests, enabling targeted messaging.
Notable Quotes:
- "I want to demystify this topic for you." – Salvador Brigman, emphasizing the tutorial’s accessibility.
- "I love to see the outcome first." – Salvador Brigman, explaining his preference for starting with visual automations.
- "This is why this is so gosh darn powerful." – Salvador Brigman, highlighting the benefits of Kit’s automation features.
Data & Statistics:
- Pricing: Free plan up to 10,000 subscribers; Creator Pro plan at $33/month.
- Audience Size: The creator has "tens of thousands" of subscribers.
Conclusion:
Kit is presented as a comprehensive and affordable email marketing platform, particularly well-suited for creators and entrepreneurs. While the dashboard can be initially overwhelming, the tutorial breaks down its core features – automations, broadcasts, landing pages, and product sales – in a clear and accessible manner. The recommendation to supplement Kit’s landing page and sales page builders with Leadpages underscores the importance of a visually appealing and effective online presence. The tutorial emphasizes the power of automation, personalization, and data-driven optimization for building an engaged audience and driving sales.
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