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.

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