ConvertKit Review

Email marketing is the most widely used and the best way to communicate with the readers of your blogs and books. It is quite difficult to get engagement on social media, especially if you are starting out since there are always too many feeds on Twitter, and you can only create an impact on Facebook if you are ready to pay for it.

About ConvertKit

ConvertKit is one such email marketing service provider that is specially designed for professional bloggers. It is also said to be one of the best email marketing solutions for creators as well as book authors. ConvertKit seamlessly supports land pages, content upgrades, and so much more. To explain it better, let us say that it is a perfect blend of Infusionsoft and MailChimp.

If you are just starting out, then you might surely be overwhelmed if ConvertKit is the right decision. Well, in this article, we help you understand the various functionalities that make this tool start out and how to go about it. So let’s get started!

[convertkit form=1660786]


Automate you Email in few clicks

Marketing automation is what everyone is looking for. It helps automatically send better and engaging content to targeted segments of your audience. Even though there are tools like Drip that are great for funnels and automation with a steep learning curve, ConvertKit beats them all with its robust, yet simple automation tool.

Automation in ConvertKit revolves around triggers and actions. You can even set up campaigns with multiple email sequences. So if your audience has not yet bought your product, you can automatically offer a cheaper substitute product. And the same sequence can also send onboarding emails to those who make a purchase and tags them as purchasers.

Build Beautiful Landing pages

ConvertKit enables you to build landing pages and also lead capture forms to embed on your site. ConvertKit offers built-in landing pages with 18 different designs. You can easily personalize and modify many aspects of your landing page just like that of a page builder, including the colors, font sizes, and weight.

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Enormous design options for Sign up forms

When you wish to create a form, you can choose whether you want it to an inline, modal, or slide in the display. Each of these has different visualizations and appeal to different audiences.

Design your Email on Go

ConvertKit offers email templates that are divided into text, classic, and modern with subtle differences. There are premade templates to choose from, and if you desire more, you can even customize your own email template. In fact, the email composer has options for you to add links, bold texts, italics, underline, insert quotes, headings, modify font sizes, images, and so much more. You can even add tags to the subscribers who click links and set this all up under automation. Thereby enabling you to design emails in a short span.

Integrations are Seamless

ConvertKit integrates with a number of different apps and even has Zaiper integration. It has 90+ integrations in categories like e-commerce, lead capture, webinar services, affiliate management, CRM, Facebook ads, and so much more. To know more, you can visit the integrations page on their official website. 

How to Get Started With ConvertKit

Signup to get started

To get started with ConvertKit, head over to their official website. Here you can find lots of information about the tool in the form of content, video tutorials, how-to, customer testimonials, and feedback from other bloggers. You can read through all to get a better idea of the tool. But if you want to simply get started with creating your first project, click on ‘sign up’ at the top right of the screen. 

Setup your account

It’s now time to set up your ConvertKit account so that you can start using the various features and functionalities. Now that you click on sign up, you can help ConvertKit understand if you are moving from another email marketing tool, whether you have a website, and if so, which source is it hosted on –  WordPress, Shopify, Square Space, Weebly, Wix, etc. Once done, simply enter your email address and password to set it up.

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Create and Setup Forms

Now that your account is ready, head over to the forms section. Here you need to select whether you need to create a form or a landing page. Since we wish to set up a form, click on forms.

There are three formats of forms that you can create. If you are using a plugin like Thrive Lead or other similar lead generation plugins, you might not need to use this form functionality.

Let’s say that you choose a modal form. Here you can select any of the five templates. Once you do so, you will notice that there are many customization options and trigger options like scroll-based, exit-intent, and time-based popups. So go ahead and customize your form.

Embed form to your website

Once your form is set up and ready to go, you will find an embed code option. This code lets you add the asynchronous Javascript to your WordPress or any other website. In fact, if you are using WordPress, you can also access the ConvertKit plugin and display your forms on any page of your website with the shortcode. In the event that you do not have a website, you can create email opt-in landing pages all within your ConvertKit dashboard. 

Add Tags & Segments

In the segments and broadcast filters, you will notice that there are also filter groups. These filter groups will help you define which subscribers will show up as a result when you select subscribers ‘Matching (__) of the following.’ Here you can choose ‘all’ subscribers that meet both requirements, ‘any’ subscribers who meet either-or ‘none’ means exclude certain subscribers. 

Import your Email List

You can easily import your subscribers into any form in ConvertKit. Simply click on reports and then select the ‘import text’ link on the bottom right. The format of your email list in the CSV should be such that the first column consists of the names and the second column consists of the email addresses. In the event that your CSV consists of a header row, then you should ensure that you click on ‘CSV has a header row’ option in ConvertKit.

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In the event that you have a sequence attached to that form, you must select the ‘auto-subscribe’ option. Once done, all your imported subscribers will be added to the sequence and will receive sequence emails based on their import date.

Once you are ready to import, click on ‘upload’ and you shall receive an email confirmation that your email list has been imported successfully.

Send your First Email

To create an email, first head over to broadcast. Then click on ‘new broadcast’ on the right. Now enter the email address that you wish to send the email from and confirm the filter of segmentation. Once done, you will notice the number of subscribers to whom the email will be sent. Click on the ‘next step’ and add an email subject.

If you are unsure of the title, you want to use ‘click on A/B’ and use two titles that you can choose from later. Once done, you can enter your message in the email editor, add images, GIFs, edit the fonts, add links to your new blog posts, etc. and then click on ‘next step.’ If you are happy with your email, you can click on ‘send.’


ConvertKit has been designed for bloggers, content creators, vloggers, and course creators. However, if you want a versatile email marketing solution that is easy to use, then you must give ConvertKit a try. The app interface is very smooth and does not have any glitches. ConvertKit is certainly a value for money if you are in need of a powerful email marketing automation. So, go ahead, give it a try, and if you wish to know more, visit their official website today!

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