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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d3457f8f6cdddddd40f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to ConvertKit and click '+ Create a new'.</li>
 <li>Select 'Form'.</li>
 <li>Select a display format.</li>
 <li>Click on the add icon to add a custom field.</li>
 <li>In the form editor, click on an existing field. </li>
 <li>Select a field. </li>
 <li>Check the 'Required' box. </li>
 <li>ConvertKit automatically saves the new field and click on 'Save' to apply changes. </li>
</ol>

How to Add Custom Fields ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dc6d673bd5aa8e5f84f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your ConvertKit account and click 'Create a new'.</li>
 <li>From the drop-down menu, select 'Broadcast'.</li>
 <li>Add a subject line.</li>
 <li>When composing your email, type the personalization tag by inserting the first name in the email body.</li>
 <li>Click 'Preview' to see how your email looks.</li>
 <li>Click 'Preview as Subscriber' to see how the first name appears.</li>
 <li>Click 'Continue' once you're all set.</li>
 <li>Click 'Send Broadcast'.</li>
</ol>

How to Add First Name in ConvertKit Email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dd3d673bd5aa8e5f998/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Select the email you want to add a GIF.</li>
 <li>Select 'Edit'.</li>
 <li>Click on the image where you want to insert the GIF</li>
 <li>Under the 'Image' option, select 'Replace'.</li>
 <li>Upload your GIF from your computer.</li>
 <li>The GIF will appear in the email and should play when the email is opened.</li>
 <li>Click 'Save' to apply changes'.</li>
</ol>

How to Add GIF to ConvertKit Email

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e10d673bd5aa8e5feec/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Landing Page and click on the ellipsis icon.</li>
 <li>From the drop down menu, select 'Edit'.</li>
 <li>Click on the add button to add an image.</li>
 <li>Select 'Image'.</li>
 <li>Upload an image or select one from ConvertKit’s stock images.</li>
 <li>Resize and position as needed.</li>
 <li>Click 'Save' to ensure it looks good. </li>
</ol>

How to Add Images in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2eebd673bd5aa8e6106b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Go to 'Add Subscribers'.</li>
 <li>From the menu, select 'One subscriber'.</li>
 <li>Enter the first name of the subscriber.</li>
 <li>Enter their email address of the subscriber.</li>
 <li>Click on 'Next'.</li>
 <li>Click 'Finish' to add the subscriber.</li>
 <li>That's it! You have added one subscriber in ConvertKit. </li>
</ol>

How to Add Subscriber in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2efad673bd5aa8e611ee/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Select the subscribers you want to tag.</li>
 <li>Click the 'Bulk Actions' dropdown.</li>
 <li>Select 'Add Tag'.</li>
 <li>Choose a tag from the options. </li>
 <li>Click 'Save'.</li>
</ol>

How to Add Tags in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f30d673bd5aa8e615b1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Select a broadcast to edit and click on the 'Edit' option.</li>
 <li>Select the block where you want to place the unsubscribe link for your email. </li>
 <li>Manually insert the unsubscribe link, you can do it with this personalization tag.<article></article></li>
 <li>When composing an email, click 'Preview' to check that the unsubscribe link is visible and properly working.</li>
 <li>That's it! By following these steps, it ensures that the unsubscribe link is functional and displayed exactly where you want in your email.</li>
</ol>

How to Add Unsubscribe Link in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3068d673bd5aa8e63118/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile picture in the top-right corner.</li>
 <li>Select 'Settings'.</li>
 <li>Under 'Settings', select 'Billing'.</li>
 <li>Scroll down to the 'Billing' section.</li>
 <li>Click 'Cancel My ConvertKit Account'.</li>
 <li>Complete the cancellation by providing your reason for cancelling the account.</li>
</ol>

How to Cancel ConvertKit Subscription

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30fed673bd5aa8e63d21/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Landing Page and click on the ellipsis icon.</li>
 <li>From the drop down menu, select 'Edit'.</li>
 <li>Go to the 'Body' section. and click on the drop down arrow.</li>
 <li>Select the font you want to use.</li>
 <li>The text instantly changes after selecting your desired font.</li>
 <li>Click 'Save' to apply changes. </li>
</ol>

How to Change Font in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36e6ab56e05a00fdbf85/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to ConvertKit and log in to your account. Click 'Create a new'. </li>
 <li>Select 'Form' to create a new form.</li>
 <li>Select a form type.</li>
 <li>Pick a template from the available options.</li>
 <li>Customize the headline.</li>
 <li>Change the description however you want.</li>
 <li>Add custom fields if needed.</li>
 <li>Adjust colors, fonts, and button text to match your branding.</li>
 <li>Provide a name for your form. </li>
 <li>Click 'Preview' to ensure your form looks good. </li>
 <li>Review the form and adjust any changes. </li>
 <li>Once satisfied, click 'Save'. </li>
</ol>

How to Create a Form in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3874ab56e05a00fde76b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Go to the 'Tags' tab in the left sidebar and click '+Create a Tag'.</li>
 <li>Enter a name for your tag in the empty field.</li>
 <li>Click 'Save' to create a tag.</li>
 <li>That's it! By following these steps, you can easily create tags for your subscribers.</li>
</ol>

How to Create a Tag in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a391cab56e05a00fdf5c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Sequences'.</li>
 <li>Click '+ New sequence'.</li>
 <li>Select a template for your sequence.</li>
 <li>Inside the sequence editor, click on the first email and add a subject line.</li>
 <li>Write a friendly, engaging message introducing yourself and your brand.</li>
 <li>Customize the send time.</li>
 <li>Click 'Preview' to ensure your automation email looks good.</li>
 <li>Once everything looks good, make sure your automation is turned on by clicking 'Publish' so new subscribers receive the email automatically.</li>
</ol>

How to Create Automated Welcome Email ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3929ab56e05a00fdf748/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to your ConvertKit account and click 'Create a new'.</li>
 <li>From the drop-down menu, select 'Broadcast'.</li>
 <li>Add a subject line for higher engagement. </li>
 <li>Write your email content in the editor.</li>
 <li>Click 'Preview' to see how your email looks.</li>
 <li>Choose where you would like to publish the broadcast. Select 'Send email or 'Publish to web' </li>
 <li>Click 'Continue' once you're all set.</li>
 <li>Click 'Send Broadcast' to send immediately.</li>
 <li><article>That's it! You have successfully created a broadcast in ConvertKit.</article></li>
</ol>

How to Create Broadcast ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3956ab56e05a00fdfa77/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to ConvertKit's official website and click 'Sign up free'.</li>
 <li>Provide your personal details such as name, email address, and password. </li>
 <li>Select a reason for joining the ConvertKit and click 'Continue'.</li>
 <li>Select a number of how big your audience is and click 'Continue'.</li>
 <li>Enter your business name and click 'Continue'.</li>
 <li>Enter your website and click 'Continue'.</li>
 <li>Select the type of content you create and click 'Continue'.</li>
 <li>Select your goal and click 'Continue'. </li>
 <li>You'll land on the ConvertKit dashboard. Click 'Get started' to set up your account. </li>
</ol>

How to Create ConvertKit Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3991ab56e05a00fe0199/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Create a new' and select 'Email template'. </li>
 <li>Select an existing template or click a new email template.</li>
 <li>Scroll to the bottom of the template and add your footer.</li>
 <li>Click on the add icon. </li>
 <li>Add the custom footer. </li>
</ol>

How to Create Email Footer ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3992ab56e05a00fe01b8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log into ConvertKit and click on 'Create a new'.</li>
 <li>Select 'Email Template'.</li>
 <li>Select one to customize or scroll down and start from scratch with 'Import Code'.</li>
 <li>Click 'Create HTML Template'.</li>
 <li>Enter the template name in the empty field. </li>
 <li>Paste your full HTML in the template field.</li>
 <li>Click 'Preview Layout' to make sure your template looks good. </li>
 <li>Click 'Save' to save your new template. </li>
 <li>That's it! You have successfully created a new email template in ConvertKit.</li>
</ol>

How to Create Email Template in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a39cdab56e05a00fe07f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Automations' section.</li>
 <li>Select 'Rules'. </li>
 <li>Click '+ New rule'.</li>
 <li>Then under 'Trigger', select 'Clicks a link'. </li>
 <li>Provide a descriptive name for your link trigger.</li>
 <li>Paste the destination URL in the empty field. </li>
 <li>Select what action you want to happen when the link is clicked.</li>
 <li>Click 'Save' to finalize your link trigger.&nbsp;</li>
</ol>

How to Create Link Triggers ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a2cab56e05a00fe118e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to ConvertKit and click '+ Create a new'.</li>
 <li>Select 'Landing page' if you want a standalone signup page.</li>
 <li>Go to the 'Settings' tab of your landing page.</li>
 <li>Click on the 'Incentive' tab.</li>
 <li>Toggle 'Send incentive email' ON.</li>
 <li>Click 'Edit Email Contents'.</li>
 <li>Customize the subject and email content to thank subscribers and let them know how to access the incentive.</li>
 <li>Click on the link icon to redirect subscribers to a custom. </li>
 <li>Click 'Save' when done.</li>
</ol>

How to Create Signup Incentive ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3aacab56e05a00fe1c52/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to ConvertKit and click '+ Create a new'.</li>
 <li>Select 'Landing page' if you want a standalone signup page.</li>
 <li>Go to the 'Settings' tab of your landing page.</li>
 <li>Select 'Incentive' from the left sidebar.</li>
 <li>Toggle 'Send incentive email' ON. This is the confirmation email.</li>
 <li>Click 'Edit Email Contents'.</li>
 <li>Customize the subject and email content to thank subscribers for signing up. </li>
 <li>Click on the link icon to redirect subscribers to a custom. </li>
 <li>Click 'Save' when done.</li>
</ol>

How to Customize Confirmation Email ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3aadab56e05a00fe1c7e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to ConvertKit and log in to your account. Click 'Create a new'. </li>
 <li>Select 'Form' to create a new form.</li>
 <li>Select a form type.</li>
 <li>Select the form you want to customize.</li>
 <li>Customize the headline.</li>
 <li>Change the description however you want.</li>
 <li>Add custom fields if needed.</li>
 <li>Adjust colors, fonts, and button text to match your branding.</li>
 <li>Provide a name for your form. </li>
 <li>Click 'Preview' to ensure your form looks good. </li>
 <li>Review the form and adjust any changes. </li>
 <li>Once satisfied, click 'Save'. </li>
</ol>

How to Customize ConvertKit Form

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b7eab56e05a00fe2d5c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Select the subscribers you want to remove the tag.</li>
 <li>Scroll down and go to the 'Tags' section.</li>
 <li>Click on the trash icon to delete the tag. Confirm the deletion.</li>
 <li><article>That's it! You have successfully deleted the tag.</article></li>
</ol>

How to Delete Tags in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c3cab56e05a00fe3b76/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Landing Pages &amp; Forms' in ConvertKit.</li>
 <li>Click on the ellipsis icon.</li>
 <li>Select 'Duplicate' from the drop-down menu.</li>
 <li>A notification pops up once the duplication has been completed. </li>
 <li>Click 'Save' to apply changes.</li>
</ol>

How to Duplicate Form in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c74ab56e05a00fe3ed9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Email Templates'. </li>
 <li>Click on an existing template to edit.</li>
 <li>Start customizing the email template by replacing the logo.</li>
 <li>Click the custom header and customize it however you want.</li>
 <li>Adjust the body text styling.</li>
 <li>Modify the footer.</li>
 <li>Your work will be saved automatically. When creating a new broadcast or sequence, select your custom template.</li>
</ol>

How to Edit ConvertKit Template

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3dd8ab56e05a00fe58b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Select the check box for subscribers.</li>
 <li>Click the 'Bulk Actions' dropdown.</li>
 <li>Select 'Export' from the list.</li>
 <li>ConvertKit will generate a CSV file containing subscriber details and click 'Done'.</li>
</ol>

How to Export Subscribers from ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f9eab56e05a00fe791a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Click on 'Add Subscribers'.</li>
 <li>Click on 'Import CSV'.</li>
 <li>Click on 'Choose a file to upload' to select your CSV file and upload it.</li>
 <li>Map your data and click 'Next'.</li>
 <li>Click 'Start import'. </li>
 <li>Click 'Got it' and wait for the process to complete. ConvertKit will notify you when the import is finished.</li>
</ol>

How to Import Contacts ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4111ab56e05a00fe9570/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Calendly" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Calendly account and click "Continue."</li>
 <li>Enter a "Webhook subscription scope."</li>
 <li>Click “Test trigger.”</li>
 <li>Select “Continue.”</li>
 <li>Search and select “ConvertKit" as the action app.</li>
 <li>Choose an action event, then click "Sign in" to continue.</li>
 <li>Click "Account" to be redirected to your ConverKit account.</li>
 <li>Select "Advanced" under "Settings" on your ConverKit dashboard.</li>
 <li>Click "Show" under "API Secret."</li>
 <li>Click on the copy icon to copy the API Secret.</li>
 <li>Paste the copied API Secret, then click "Yes, Continue to ConvertKit SMS."</li>
 <li>After signing in to your ConvertKit account, click "Continue."</li>
 <li>Complete and customize the required fields to continue.</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Calendly with ConvertKit, boosting your content management and productivity.</li>
</ol>

How to Integrate Calendly with ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42daab56e05a00feb897/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Zapier and click on Create&gt; Zaps.</li>
 <li>Add your Trigger and Action app.</li>
 <li>Select ConvertKit as your Trigger app that starts the event. And HubSpot as your Action app.</li>
 <li>Select your Trigger event as New Subscriber.</li>
 <li>Sign in to your ConvertKit account under Accounts tab.</li>
 <li>Add the API key from your ConvertKit account and click on Yes, Continue to ConvertKit button.</li>
 <li>To find your API key, head over to your ConverKit account. Hit the Profile icon on the top right and select Settings.</li>
 <li>Click on Advanced in the left pane.</li>
 <li>Copy your API key</li>
 <li>HubSpot is the action app to select and within event, select Create or Update Contact.</li>
 <li>Select your HubSpot account within the Accounts Tab.</li>
 <li>Tag your Email Address under the Contact Email field.</li>
</ol>

Convertkit hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a456fab56e05a00fef350/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Create' and select 'Zap' to start automation.</li>
 <li>Click 'Trigger'.</li>
 <li>Search and select 'ConvertKit' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Enter your ConvertKit API secret in the empty field.</li>
 <li>Select 'Yes, Continue to ConvertKit'.</li>
 <li>Once you have connected Zapier with ConvertKit, click 'Continue'.</li>
 <li>Select a form and click 'Continue'.</li>
 <li>Click 'Test trigger' and Zapier will pull sample data from Slack to ensure everything is set up correctly.</li>
 <li>Search and select 'Slack' as the action app.</li>
 <li>Select the event for your action app.</li>
 <li>Map the data from ConvertKit to Slack and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Rename your Zap by clicking the 'Untitled Zap' button.</li>
 <li>Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.</li>
</ol>

How to Integrate Slack with Convertkit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4973ab56e05a00ff45ea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab. </li>
 <li>Select 'Subscribers'. </li>
 <li>Click on the 'Manage Subscriber Preferences'.</li>
 <li>Click on the add icon to add your first topic of interest.</li>
 <li>Enter the topic title in the empty field. </li>
 <li>Enter the tag or create a new tag.</li>
 <li>Click on the 'Save' button.</li>
 <li>That's it! By creating the topics you can manage your subscriber's preferences by simply updating their interests.</li>
</ol>

How to Manage Subscriber Preferences ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a4fab56e05a00ff562e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To organize tags in ConvertKit, navigate to the 'Grow' section.</li>
 <li>Click 'Subscribers,' where you can create new tags.</li>
 <li>Add tags to individual subscribers by selecting the subscriber.</li>
 <li>Click the add icon to add a tag to individual subscribers.</li>
 <li>Select a tag and manage existing tags by using a clear naming system that reflects different categories or interests within your audience.</li>
 <li>By managing your tags, this will allow you to effectively segment your subscribers based on their engagement with your content or products.</li>
</ol>

How to Organize Tags ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a9bab56e05a00ff5bfd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Choose a broadcast you want to use and click 'Edit'.</li>
 <li>Click 'Continue' when you're ready.</li>
 <li>Select 'Continue to share'.</li>
 <li>Click the 'Preview' button with the eye icon at the bottom-left.</li>
 <li>A preview window will show how your email looks on desktop and mobile.</li>
</ol>

How to Preview Email ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4afbab56e05a00ff62d1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Kit' and choose it from the suggested results.</li>
 <li>Next, specify your preferred 'Trigger Event'. Choose the ideal option related to newsletters.</li>
 <li>Tap 'Sign In' afterwards to continue.</li>
 <li>Subsequently, provide the API credentials of your ConvertKit account and then tap 'Yes, Continue to Kit'.</li>
 <li>Configure the Trigger settings based on your preference. In this case, specify the 'Sequence' you wish to use.</li>
 <li>Once done, click 'Continue' to run your input and test the Trigger.</li>
 <li>Choose the specific record that contains the newsletter data you wish to push, then click 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Medium' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the specific 'Action Event' you want to execute.</li>
 <li>Click 'Sign In' afterwards, then log into your active Medium account.</li>
 <li>Subsequently, click 'Continue'.</li>
 <li>One by one, fill out the input fields with the required details related to the integration.</li>
 <li>Once done, tap 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your ConvertKit newsletters will be pushed to Medium based on your input.</li>
</ol>

How to Push ConvertKit Newsletters to Medium Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4cf6ab56e05a00ff8899/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Click '+ New Broadcast'.</li>
 <li>Select a template for your broadcast and click on it.</li>
 <li>Write your subject line and email content.</li>
 <li>Click 'Continue' when you're ready.</li>
 <li>Select 'Send email' to publish your broadcast.</li>
 <li>Go to the 'Send now' section and click on the pencil icon.</li>
 <li>Pick the date &amp; time for sending.</li>
 <li>Click 'Continue' when you're ready.</li>
 <li>Click 'Schedule Broadcast' and your email will be sent at the chosen time.</li>
 <li>By following these steps, you can schedule an email in ConvertKit.</li>
</ol>

How to Schedule Email ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d5eab56e05a00ff8fac/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow' tab.</li>
 <li>Select 'Subscribers' in ConvertKit.</li>
 <li>Click 'Create a Segment'.</li>
 <li>Enter the segment name in the empty field. </li>
 <li>Click 'Add Filter'.</li>
 <li>Customize your filter and click 'Add Filter'.</li>
 <li>Click 'Save' to proceed. </li>
 <li>By following these steps, you can group subscribers based on multiple criteria.</li>
</ol>

How to Segment Subscribers ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d71ab56e05a00ff9185/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Choose a broadcast you want to use and click 'Edit'.</li>
 <li>Click 'Continue' when you're ready.</li>
 <li>Select 'Continue to share'.</li>
 <li>Click the 'Preview' button with the eye icon at the bottom-left.</li>
 <li>Click 'Send Test Email' then check your inbox to review the formatting.</li>
</ol>

How to Send a Test Email in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d7aab56e05a00ff9274/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcast'.</li>
 <li>Choose a broadcast you want to use and click 'Edit'.</li>
 <li>Write your email.</li>
 <li>Select 'Send email'.</li>
 <li>Click 'Continue' when you're ready.</li>
 <li>Click 'Send Broadcast'.</li>
 <li>That’s it! Your email is now on its way to your subscribers.</li>
</ol>

How to Send an Email in ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4e17ab56e05a00ff9d3c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Grow ' tab.</li>
 <li>Select 'Landing Pages &amp; Forms'.</li>
 <li>Select the Landing Page you want to edit.</li>
 <li>Click on the 'Settings' tab.</li>
 <li>Under 'Incentive' section, toggle on' Send incentive email'. This is the confirmation email</li>
 <li>Click 'Edit Email Contents'.</li>
 <li>Customize the subject line and message in the incentive email.</li>
 <li>Modify the message to encourage subscribers to click the confirmation button.</li>
 <li>Ensure the 'Confirm Subscription' button is included.</li>
 <li>Click 'Save' when done.</li>
 <li>By following these steps, it ensures you have a verified and engaged subscriber list, improving email deliverability and engagement rates.</li>
</ol>

How to Set up Email Confirmation ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4e5dab56e05a00ffa3a2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Grow' tab.</li>
 <li>Select 'Subscribers'. </li>
 <li>Add Subscribers to manually add emails or import from a CSV file.</li>
 <li>Write and send your first email broadcast by clicking 'Create a new' and select 'Broadcast'.</li>
 <li>Add the subject line and write your content. </li>
 <li>Choose your recipients. Preview and send/schedule the email.</li>
 <li>Design a signup form or landing page.</li>
 <li>Customize the design, add a call-to-action, and set up an incentive email.</li>
 <li>Click 'Publish' to share your form. </li>
 <li>Navigate to the 'Automate' tab and click 'Rules'.</li>
 <li>Set up automation rules and click 'Save'. </li>
 <li>Go to the 'Send' tab and click 'Sequences'.</li>
 <li>Create an email sequence. Write and schedule your emails.</li>
 <li>Navigate to the 'Grow' tab and select 'Subscribers'.</li>
 <li>Monitor the performance by checking subscribers growth trends.</li>
 <li>That's it! Your ConvertKit is now set up and ready for email marketing.</li>
</ol>

How to Setup ConvertKit

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4fa0ab56e05a00ffbfa0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Broadcasts'.</li>
 <li>Click on the email you want to track.</li>
 <li>Go to the 'Recipients' tab.</li>
 <li>Under the 'Opened' section, you'll see the number of subscribers who opened the email.</li>
</ol>

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