How to Setup ConvertKit
- George Apostolov
How to Setup ConvertKit: step-by-step guide
Navigate to the 'Grow' tab.
Select 'Subscribers'.
Add Subscribers to manually add emails or import from a CSV file.
Write and send your first email broadcast by clicking 'Create a new' and select 'Broadcast'.
Add the subject line and write your content.
Choose your recipients. Preview and send/schedule the email.
Design a signup form or landing page.
Customize the design, add a call-to-action, and set up an incentive email.
Click 'Publish' to share your form.
Navigate to the 'Automate' tab and click 'Rules'.
Set up automation rules and click 'Save'.
Go to the 'Send' tab and click 'Sequences'.
Create an email sequence. Write and schedule your emails.
Navigate to the 'Grow' tab and select 'Subscribers'.
Monitor the performance by checking subscribers growth trends.
That's it! Your ConvertKit is now set up and ready for email marketing.
Quick answer: To set up ConvertKit, navigate to the Grow tab to manage subscribers, create and send email broadcasts, and design signup forms or landing pages. Next, set up automation rules under the Automate tab, create email sequences in the Send tab, and monitor your subscriber growth trends.
About this ConvertKit tutorial
Configure your ConvertKit account by adding subscribers, sending broadcasts, designing forms, setting up automation rules, and managing email sequences. This guide shows how to setup ConvertKit in 16 steps, starting with "Navigate to the 'Grow' tab" and finishing with "That's it! Your ConvertKit is now set up and ready for email marketing". The interactive demo above is a click-through copy of the real ConvertKit interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to setup ConvertKit?
16 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ConvertKit data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ConvertKit. Related guides: How to Track Email Opens ConvertKit, How to Add Custom Fields ConvertKit and How to Add First Name in ConvertKit Email. Last reviewed 05 Oct 2026.
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