If you didn’t already know, I love love LOVE email software wizards ConvertKit.

They make sending high-converting emails and building your email list super easy. And now, they’ve introduced a new feature called Visual Automations to make life even easier. awwww yissss

ConvertKit Visual Automations

In this post, I’m going to walk you through creating a simple, automated sales funnel using the new feature so you can start selling more on autopilot.

What is Visual Automations?

“Visual Automations” is a fancy way of saying automated email marketing.

It’s a way of creating a sales funnel so that when a subscriber meets a certain criteria, you can send out emails targeted to them automatically. Magic, huh?

Not sure what a sales funnel is? It’s the path you want a prospect to take to go from unknown to becoming a paying customer.

For bloggers, this often looks like attracting people via a free content upgrade. They enter their email address, you automatically send them the item they signed up for, and then they enter your funnel.

convertkit visual automations
Image courtesy of easyecommercewins.com

Using a tool like Visual Automations, you can create follow-up emails to send them a few days later to suggest a complementary product that they might be interested in.

In other words, ka-ching baby.

Cool, right?

How to Use Visual Automations in ConvertKit

Alrighty, so to follow this tutorial, you obviously need to be using ConvertKit. And no, I’m not writing this post just to get you to sign up via my affiliate link. I’m writing it because I frickin love a) marketing, and b) ConvertKit. And yeah, if you do want to try it out and sign up via my link… well, that would be swell, too.

So, click on Automations on the top menu. Then click on “New Automation.”

ConvertKit Visual Automations

Click on Create an Automation, and choose how you want to start off your sales funnel.

ConvertKit Visual Automations

You can choose to begin the automation when someone signs up for a particular form in your account, or when a subscriber enters a tag.

If you’re not familiar with tags, you can create as many as you want to categorize your subscribers. If you sell products, you can use a tag to identify your existing customers from people who haven’t bought from you.

You can also use them to label people by the topics they are interested in.

You can add people to a tag by having them click a link in any of your ConvertKit emails. In a recent one of mine, I asked people if they wanted to be notified when my new course launches. If they clicked it, they were added to my course pre-launch tag, so I know who to contact when it’s ready.

ConvertKit Visual Automations

Your subscribers don’t see anything other than a normal link, but here’s what it looks like when you’re writing your email in ConvertKit:

ConvertKit Visual Automations

It’s super easy!

So for this automation example, I’m going to make one for people who wanted to learn about my course. Set your automation to start when a tag is added to a subscriber, and then pick the appropriate tag.

ConvertKit Visual Automations

Now you have two options. You can click the (+) sign BESIDE your trigger to create another one. This means that if a subscriber is tagged with your first tag, OR another one, they will enter into this sales funnel.

Or, you can click the (+) underneath the trigger to create the next step in the funnel.

ConvertKit Visual Automations

When you click the bottom plus sign, you can choose to create an Event, an Action, or a Condition.

An Event is pretty advanced, so don’t worry about it too much. But it just means that once the Event (that you choose) happens, any subscribers that fit that description will be moved forward in your funnel; skipping the beginning part and going straight to where you’ve placed the Event.

An Action is pretty simple. It’s either an email you send out, adding another tag to a subscriber, or a delay (useful for spacing out your emails so you don’t annoy people!).

A Condition is exactly what it sounds like. You can choose to filter subscribers by a certain tag or a custom field that you add into your forms, and then create Actions depending on what those tags or fields are.

So as you can see, there are a lot of ways to customize your funnels and direct them to the right people.

You don’t need to master all these things to get started with a simple sales funnel!

For our simple funnel, choose Action and Email Sequence. If you already have a sequence you want to use, pick that. If not, go over to Sequences and create a new one. It could be as simple as one email, or a set of 2 or 3.

Related: How to Double Your List with an Email Sequence

ConvertKit Visual Automations

Now your sales funnel looks like this:

ConvertKit Visual Automations

Now let’s punch it up a bit.

I added a delay of 3 days and then a Condition to check to see if someone purchased my course or not, then added another email sequence.

This means that if someone didn’t purchase my course after 3 days, they will receive another email about it. If they did purchase it, they won’t, so I won’t annoy them with irrelevant info.

ConvertKit Visual Automations

Uhhhh… did your mind just get blown?!

I made that in under ten minutes. Well, not writing the actual sales emails, just putting together the automation. That’s how easy it is. Literally drag and drop, with a lot of customization, so you can start selling more products or services to people who are actually interested in them, automatically.

What will they think of next, eh.

Have You Tried Visual Automations?

Are you as big of a fan as I am? Let me know in the comments. I am still learning about the “Event” feature and have to try out some more funnels, but I’m loving how easy it is so far.

Another cool thing? You can update your email copy or sequences anytime WITHOUT having to trash the automation and start over. You just edit it like a regular ConvertKit email.

Okay, enough about funnels. If you haven’t tried ConvertKit yet, you won’t regret it, I swear! You can check it out by clicking right here. ❤️

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