How to Use ConvertKit:" A Step-by-Step Guide for Beginners"
"Learn how to set up ConvertKit step by step even if you're a complete beginner. This easy guide includes screenshots, pro tips, and a free checklist to help you grow your email list fast!"
Welcome to Starter Kit
Beginner's Step-by-Step Guide to Setting Up ConvertKit
Are you ready to begin building an audience, growing your list, and selling your digital products—without the tech stress?
As a content creator, online coach, or digital product merchant, email marketing is one of your strongest weapons. And ConvertKit is designed just for creators like you. It's easy, strong, and ideal for converting your fans into paying customers. commission rate 30-40%
In this blog, I'll take you through step-by-step how to set up ConvertKit from scratch, even if you have no prior experience with an email marketing tool. You'll discover how to:
Sign up for your ConvertKit account
* Set up your first email signup form
* Send a freebie (lead magnet) automatically
* Draft a welcome email
* Share your form or landing page
Step 1: Create Your ConvertKit Account
Head on to [ConvertKit.com]and sign up for a free account. Their free plan allows you to handle up to 1,000 subscribers and provides landing pages, forms, and simple email features.
* Click "Get Started For Free"
* Select "I'm a Creator"
* Input your information and create your account
When you're inside, you'll be directed to the ConvertKit dashboard.
Step 2: Build Your First Signup Form
In order to begin accumulating subscribers, you will want a landing page or a form.
* Navigate to Grow > Landing Pages & Forms
* Click Create New > Form
* Select "Inline" (embedded on a page) or "Landing Page" (dedicated page)
Personalize your form:
* Enter a good headline
* Insert a pertinent image or graphic
* Insert fields for email address (and name, if you wish)
* Insert a solid call to action such as "Get the Free Guide"
*Once created, click Publish to save.
Step 3: Send a Lead Magnet Automatically
You want to send a free ebook, checklist, or PDF upon subscription?
* Click on your form > Incentive tab
* Mark "Send incentive email"
* Upload your lead magnet file (PDF, etc.)
* Personalize the confirmation email with a download link
This is how you create trust and start on the right foot.
Step 4: Welcome Email
Greetting subscribers assists in establishing a bond.
* Navigate to Send > Sequences > Create Sequence
* Label it something such as "Welcome Sequence"
* Compose a brief email introducing yourself, thanking them, and setting expectations
* Include follow-up emails if desired (tips, product links, etc.)
Utilize ConvertKit's automation to have this sequence trigger upon signup
Step 5: Share Your Form or Landing Page
It is now time to utilize your form.
*Embed it on your blog, homepage, or product page
*Use the hosted link (ConvertKit provides a shareable URL)
* Promote it on social media, in your bio, or on YouTube
The key is to make it easy for people to find and sign up.
| Dash Board |
Final Thoughts
You don't have to use fancy software or have a huge following to get started with email marketing. ConvertKit makes it extremely easy to get going and grow with you.
Ready to take the next step?
[Download the Free ConvertKit Setup Checklist here] and build your email system with confidence!
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