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Recently, I made a big decision. I ended up switching to ConvertKit.
Best. Thing. Ever.
As good as caffeine. Well, almost. But that’s still saying a lot. So you get the picture.
I was previously on MailChimp. Now, there wasn’t anything wrong with MailChimp. I had it all set up and figured out.
But I wanted something better. Easier. I know, I want it all.
But you know what? ConvertKit has everything I need in an email service. And it’s even easier to use than any other email provider I have tried (ahem … MailChimp, Get Response and AWeber. Yes, I’ve gone through a few of them.)
Why I Love ConvertKit
Like I said, ConvertKit is just easy to use. I mean its super user friendly.
But let’s talk about the features I love the most about ConvertKit.
The biggest reason I profess my love for ConvertKit is because you have just one list, organized by tags.
Like Beautiful Nail. (If you know where that’s from, you’re my new bff.)
But no matter how many different opt-ins or landing pages you have, you have just one list. It’s fantastic.
And each person can opt in to multiple things, but they count as just one person, with multiple tags. With MailChimp, if someone signs up for multiple offers, they get counted again and again, bumping up your subscriber count, but also the amount you pay.
With MailChimp, I had to create a different form and new list for each opt-in, content upgrade and landing page. Which does work well, except when you want to send an email to everyone. For example, your latest post. You have to send an email to each list. While it doesn’t take that long, there are better things you could be doing with that time. Amirite?
Now, those tags. When you send emails, you can easily pick and choose which tags get included or left out. You can even set rules to add or remove tags, subscribe, unsubscribe and more. For example: if “potential course students,” decided to sign up for your course (and you can totally link it to an outside platform like Teachable, and even pick WHICH course, and even pick which payment option), they can automatically get the tag removed, or retagged with “course students.”
Then you can exclude “course students” whenever you send a sales email about this particular course and ensure those who are already enrolled never see an email they don’t need. How great is that?
I can also link my ConvertKit account with my Typeform forms or Acuity calendar so I can capture emails of anyone interested in my content writing services or my coaching package, and tag them accordingly — all automatically.
Another awesome feature allows you to trigger actions though the use of links. This allows you to tag people according to what they’re interested in, and you can send more targeted emails.
It’s pretty simple. In your email, set up clickable links and ask them to pick one. For example, if your audience is people who work from home and you want to know more about your subscribers’ current situation, you can have options like “I currently work from home,” “I want to work from home,” and “I don’t know what the hell work from home means.” Depending on what people click on, they will get tagged accordingly and you can send emails that relate to their situation.
You can also use this feature to let people opt themselves out of certain topics, without having them completely unsubscribe. If you are sending emails about your coaching services, you can let subscribers know if they’re not interested in coaching but would like to continue getting updates from you, click the link. Then you can tag whoever clicks the link so you know they’re not interested in coaching, and you can exclude them from any future coaching promotions and emails.
Basically, ConvertKit is very intuitive, and lets you tag, remove tags, include and exclude subscribers according to their situations, their needs and their preferences. So that one list thing is the most awesome thing ever, rather than a pain.
ConvertKit Terminology You Need to Know
If you’ve currently using another email service, you may notice that ConvertKit uses some different terms. Here’s a brief overview of the terminology you need to know.
Form: The first thing you do in CovertKit is create a form. These are your opt-in forms, how someone gets on your list.
Landing page: Like a form, but ConvertKit allows you to create full landing pages. You can host these in ConvertKit, or use your own URL by using the ConvertKit plugin.
Sequences: These are email series, like an autoresponder. MailChimp refers to them as automations.
Broadcasts: Your one-off emails (campaigns in MailChimp). When you create a new broadcast, you can choose to send it to all your subscribers, or filter according to tag, form or sequence, or even by when someone subscribed.
Automation rules: Set these up to automatically perform and action when a trigger happens. For example, your trigger can be if someone subscribes to a form, they get tagged with a specific tag. Or if they purchase a product, they can automatically get tagged, get another tag removed and more. Detailed triggers include subscribing to a sequence, completing a sequence and clicking a link. Actions include subscribing or unsubscribing to a sequence, subscribing or unsubscribing to a form, adding or removing a tag.
Easily Switching to ConvertKit
If you’re currently using another service like I was, you’re going to have to move everything over.
Don’t worry, it’s a lot easier than it sounds.
I started with making a list of all my opt-ins, landing page and current forms. Then I made a note of all the lists I had in MailChimp. This became the basis of my tags. Make a list of any automations or sales funnels you have.
Then I went into ConvertKit and created a form for each current form, and a tag for each list. Set up your sequences.
Set up Automation rules. For example, if I have multiple forms for my main free offer. So I created automation rules that if someone opts in to, say my feature box, they automatically get tagged with “awesome bloggers” which is my main list. I also set up rules like if someone buys my course, they get tagged with Plan Build Launch students, so I know to exclude them in any course promo emails.
Then, go and change your forms on your site over to ConvertKit forms. Change your landing pages too.
Now you’re going to export. Export your lists as a CSV file and save. Make sure your CSV file has just 2 columns, name and email address. Then import your file into ConvertKit by dragging and dropping.
That’s it! You should have all your new forms set up and all your old info transferred. You can go and cancel your old email service if you wish.
As you can see, I’ve been loving ConvertKit. I think migrating over was the hardest part, and even that was easy. If you’re still looking for your perfect email service, I encourage you to give ConvertKit a try. It really is perfect for bloggers!
Have you thought about switching to ConvertKit? Got any questions for me? Leave a comment and I’ll get back to you.