If you run a newsletter, sell a course or coach clients, your email list is most of the business, and that changes what a broken automation costs. A buyer who keeps receiving “doors closing tonight” emails for something they already paid for does not just ignore the email. They reply, annoyed, and some of them unsubscribe.
Kit, which was called ConvertKit until its 2024 rebrand, is built around that kind of creator business. It is simple at the start and gets complicated through success: another lead magnet, another product, another launch, each with its own tags and its own sequence.
Who we help in Kit
How should tags, segments and sequences work together?
Tags should record facts about a subscriber, segments should group those facts for sending, and sequences should deliver a defined set of emails. When one of them starts doing another’s job, the account gets hard to reason about.
In Kit, a tag is a label applied by hand, by a form, by a rule, by an automation or by a purchase. A segment updates automatically from conditions such as tags, forms and custom fields. A sequence is a series of emails sent on a schedule you set. Visual automations sit above all three: they react to events, branch on conditions and usually move people into and out of sequences. Rules are the one-trigger, one-action shortcuts, useful for small jobs and confusing when you have eighty of them.
We usually build a tag naming scheme with prefixes that say what kind of fact each tag is: where someone came from, what they are interested in, what they bought, and which journey state they are in. “Source – YouTube guide”, “Bought – Course A”, “State – Launch waitlist”. It sounds fussy. It is the difference between a segment you can build in a minute and one that requires a spreadsheet to explain.
- ”Subscriber
- Engaged
Other transitions the system must handle
- ”Engaged to
Visual automations that respect what people already did
Most Kit problems we see come from automations that only look forward. Someone joins through a new freebie and gets the full welcome sequence again, even though they have been reading for two years. A launch sequence sends to the whole list, including people who bought in the early-bird window.
We fix this with entry conditions and exits. Before a subscriber enters a welcome path, the automation checks whether they are already a reader. Before each sales email, a purchase tag removes buyers from the launch sequence and moves them to onboarding. Excluding tagged buyers from launch broadcasts becomes a habit rather than something you remember at 11pm.
Products, purchases and creator funnels
Kit lets you sell digital products and paid newsletters directly, handling checkout and delivery, and it can tag buyers or add them to a sequence after purchase. Many creators also sell through an outside course platform or store and pass purchases into Kit through an integration.
Either route works. What matters is that every purchase writes something Kit can act on, ideally a product-specific tag. We check that each product, including bundles, upgrades and refunds, lands in the right place, and that the funnel from free subscriber to buyer to repeat buyer is visible in your segments. That is the creator version of lifecycle automation: know the state, detect the event, decide what happens next.
Planning a launch on top of a messy account?
We will review your tags, sequences and automations, and flag where buyers or long-time readers will get the wrong emails.
Creator Network growth and cold subscribers
The Creator Network lets creators recommend each other’s newsletters, and subscribers opt in to the ones they want. It can be a real growth source. It can also bring in people who ticked a box on someone else’s sign-up page and never read a word you send.
That matters because Kit bills on confirmed subscribers, and subscribers who go cold still count. Kit treats a subscriber as cold when they have not opened or clicked in the last 90 days, or in the last 30 days if they joined less than 90 days ago. We set up a source tag for recommended subscribers, give them a dedicated welcome path that earns their attention, and run a re-engagement sequence before cold readers are removed. That protects both your bill and your sender reputation.
Migrating to Kit
Creators come to Kit from Mailchimp, from other newsletter platforms, and occasionally from all-in-one course tools whose email features they outgrew. We plan which old lists and tags become which Kit tags, import only consenting subscribers with their source recorded, bring suppressions across, and rebuild forms and sequences before anything goes live. No subscriber should get a welcome email they already read on the old platform. The wider process is described on our CRM migration page.
Is Kit the same as ConvertKit?
Yes. ConvertKit rebranded as Kit in 2024. The core concepts of subscribers, tags, sequences and visual automations carried over.
Should I use a tag or a custom field?
Use a tag for a yes-or-no fact you will filter or trigger on, such as “Bought – Course A”. Use a custom field for a value you will insert into an email or compare, such as a first name, a cohort date or a referral link.
Why do subscribers keep re-entering my welcome sequence?
Usually because several forms or automations add them to it without checking whether they already completed it. An entry condition based on a tag or prior sequence activity fixes it.
Can you set up paid newsletter or product funnels?
Yes. We design the subscriber journey before and after purchase, connect purchase data to tags, and keep buyers out of sales emails for things they already own.
Do you manage our launches?
We build and test the automation and segmentation behind a launch. We can draft the functional emails (confirmations, delivery, reminders), but sales emails are best left with you or your copywriter so they sound like you. We’ll flag anything in them that would break the logic.