15 ConvertKit Email Marketing Tips | Posmay Media

15 ConvertKit Email Marketing Tips

Published on 21 June 2020 by Sean Twomey | Filed in Email Marketing, Systems & Operations | Reading Time: 6 minutes

In this post I’ll be sharing 15 of my best recommendations. These are tips, tricks, best practices and strategies that you can apply to your email marketing using ConvertKit. So let’s get started.

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1. Remember that your subscribers are people just like you and me

Whether you send them down a funnel of opt ins and thank you pages, with up sells or whether you send them a broadcast email. Always remember that you are speaking with a person with dreams, hopes and challenges. Write to them accordingly.

2. Respect Your Subscribers

Always remember that by reading any one of your emails your subscriber is taking time to pay attention to what you have to say. Respect that commitment and share value — help them solve their challenge. Also always give them an option to opt out of your sequence or unsubscribe from your list.

3. Make Use of the Resend to Un-Opens Feature

ConvertKit has a very powerful feature which is really easy to use. The “Resend To Un-Opens” function, let’s you resend an email broadcast to those subscribers that have not opened your email. When using this, I strongly recommend making some slight changes to the subject and the body of the email. Avoid sending out the exact same email.

You can find the "Resend to unopens" option on the report page of a Broadcast that's been sent.

4. Track Your Numbers

ConvertKit provides a bunch of metrics that we can use to better understand how our emails are performing. 

  • Email Broadcasts:  Recipients, Open Rate, Click Rate, Clicks & Unsubscribes 
  • Sequences: Subscribers, Open Rate, Click Rate & Unsubscribes 
  • Forms: Visitors, Subscribers & Conversions
  • Track these numbers. They will give you the insight to understand what’s working and what isn’t working. What’s resonating with your subscribers and what they don’t care much about.

    You can stats for your email broadcasts on the All Broadcasts page.

    5. Get To Know Your Subscribers Using Tags

    Every time we send our subscribers an email we have an opportunity to learn something about them and tag them accordingly. But the thing is, we need to build this into our emails.

    Whenever you include a link in an email, make sure to tag the user if they click this link. Don’t overdo this, but tags are there to add additional information about each one of your subscribers. 

    Make use of tags to better understand each subscriber.

    You can view and edit your tags on the right sidebar on your Subscribers page.

    6. Use A Descriptive Tag Naming Scheme

    When setting up your tags in your account use some naming convention that makes sense and document the process so you can share it with your team or with whoever needs to understand it.

    You might use LM: Descriptive Name, Purchased: Name of Product, AS: Name of Sequence, etc. 

    Just keep it standard and keep a record of these names in your own internal documentation.

    7. Use Trigger Links To Save Time & Avoid Errors

    When including a link in an email you can either set this up in the email or you can create a trigger link as a Rule under Automations. If you’ll be using this same exact link and associated tag in multiple emails, then set this up as a Trigger Link under Rules. 

    It will save you time in applying this inside of emails and you’ll avoid making mistakes. Also if the link changes, you’ll be able to change it in one location and it will automatically update in all emails where you’ve made use of that specific trigger link. 

    8. Use Sequences & Automations

    What makes ConvertKit so powerful is sequences and automations. 

    In ConvertKit you can setup sequences and automations that will run based on events and triggers. This might be a simple onboarding sequence that you send to subscribers after they’ve signed up or it may be a more complex automation of a purchase funnel.

    9. Broadcasts vs Sequences

    Broadcasts are time specific and sequences are event specific. If you need to send an email at a specific time, send it or schedule it as a broadcast. 

    If the email needs to be sent out after a specific event has happened (for example an opt in, or a purchase), then set it up as a sequence.

    I often see people get confused with these two. Understand them and use them accordingly.

    10. Exclude Subscribers From Irrelevant Emails

    Make sure to exclude subscribers from broadcasts and sequences that are irrelevant to them. The best example is sending a buyer the remaining emails that are inside a sales sequence. As soon as someone becomes a buyer, they should no longer receive emails promoting the product they’ve purchased. 

    You do this by always tagging a subscriber when they make a purchase. This will depend on what system you are using. I’ve used this with SendOwl and WishList Member and it will work with all the other eCommerce integrations that ConvertKit offers.

    Assuming you tag buyers with a purchase tag. Then when setting up a Sequence, you can add that tag to the Exclusions field. That means that any subscriber that is tagged with that tag, won’t receive future emails in that sequence.

    It’s simple enough, but unless it’s setup and configured, buyers might still be getting sales emails, which is what you want to avoid.

    You can exclude subscribers that have been tagged with a specific tag when compiling a new broadcast.

    11. Automations Are Powerful 

    I’ve setup an email course in ConvertKit for a client that takes into account engagement. When a subscriber opts in for the email course, they immediately receive lesson 1, but what happens next depends on their engagement. 

    A: if the user clicks the link in the lesson 1, then they will receive the next lesson 24 hrs later.
    B: if the user does not click the link, then they will only receive the next lesson 72 hrs later.

    The idea is to reward a user for engagement by sending them the next lesson sooner.

    12. Make Use of ConvertKit Integrations

    I’ve used ConvertKit with many other apps including Thrive Leads, SendOwl, WishList Member, and Gravity Forms to just name a few. There are loads of integrations and what you will want to integrate with, will depend on your specific setup. 

    Just keep in mind that the functionality of ConvertKit can be expanded tremendously using integrations.

    13. Cleaning Your List

    Our main aim is obviosuly to build a list, but we want a quality list. A quality list has a high level of engagement, so high open rates and click rates. We don’t want subscribers that have gone cold on us. So, there is a simple way of deleting these subscribers to increase the quality of your list.

    ConvertKit has a page explaining this process, which is fairly straightforward.

    1. Select all your cold subscribers
    2. Tag all your cold subscribers with something like “Cold Subscribers”
    3. Create an automation rule — link to a page that says “Thank You, You’re Still On The List”, and when a subscriber clicks that link, the “Cold Subscribers” tag is removed.
    4. Send A Breakup Email
    5. Re-Send The Email using the “Send to Un-Opens” function
    6. Wait 7 - 14 days
    7. Delete everyone that’s still tagged as a “Cold Subscriber” — these are the people that did not click the link in the email to remain on your list.

    14. Use Segments To Group Subscribers

    Make sure to use the segments feature to group subscribers. This can be very useful when it comes to including or excluding subscribers from future email broadcasts or sequences. 

    Using Segments is a great way of better organizing your subscribers into groups or buckets and it will definitely save you time and avoid any errors.

    You can for example create a segment of subscribers that have been tagged with multiple tags.

    15. Important Things To Remember & Consider…

    … when setting up sequences and automations.

  • A subscriber can online go through a sequence once
  • A subscriber cannot go backwards in an automation or a sequence
  • All automations come to an end, but you can create a loop
  • Subscribers can’t be in multiple branches of an automation
  • Subscribers can be in multiple workflows/automations
  • Keep those in mind when planning and developing your sequences and automations inside of ConvertKit, because I know from my experience that it can get complicated and confusing.

    Bonus Tip

    Keep it simple and build things up over time and enjoy the power and simplicity that ConvertKit offers you. Wishing you all the best for using ConvertKit to manage your email marketing. 

    I am always working on improving and expanding my content so that it provides the most value. Let me know if you found this useful and if you have any other questions — I’m happy to answer.

    New to ConvertKit?

    Sign up for your forever free ConvertKit account to manage up to 1000 subscribers, get unlimited landing pages, email broadcasts and subscriber tagging.

    Get everything you need to get started on the right foot to implementing an effective email marketing strategy.

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    Sean Twomey

    Digital Marketing Strategist, Vegetarian & Digital Nomad. Passionate about working with purpose-driven entrepreneurs. Founder and owner of Posmay Media. Instagram / Twitter / LinkedIn / Google+ / Facebook

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