In this ConvertKit review I will do a walkthrough and explain why it is one of the best software for building sales funnels.
ConvertKit positions itself as a robust email marketing platform offering a suite of tools designed to help you manage and grow your subscriber list. Featuring automated workflows, it assists in creating efficient sales funnels. The aim is to drive subscribers through various stages of engagement without manual intervention.
- List Management: You have access to detailed segmentation options to tailor your marketing.
- Automations: Visual automation workflows are available, making complex funnels easier to construct and manage.
- Email Templates: A range of templates supports your email design, making it straightforward to maintain a professional appearance.
- User Interface: The interface is intuitive, allowing for simple navigation and operation.
Functionality in Creating Funnels
ConvertKit provides visual automation tools that aid in the construction of sales funnels. You can easily create a series of emails that guide your subscribers through the desired journey, from initial engagement to the final purchase.
One consideration is the pricing structure, which escalates as your subscriber count increases. While starting with a free plan can be beneficial for beginners, the cost becomes a factor as your list grows.
|Segmentation, tagging, subscriber profiles
|Visual workflows, trigger-based emails
|Email designs, landing pages
|Ease of Use
|Intuitive interface, minimal learning curve
|Free to start, scales with subscriber numbers
- Detailed list management
- Visual automations facilitate funnel creation
- Free plan suitable for small businesses or beginners
- Pricing may be prohibitive as you scale
By integrating these features, ConvertKit can equip you with the necessary tools to refine and execute your marketing strategy, optimize your sales funnel, and potentially improve your conversion rates. However, it’s important for you to weigh the growing costs against the benefits as your subscriber list expands.
Ease of Use and Interface
ConvertKit offers a user-friendly interface that simplifies the complexities of email marketing automation for bloggers and e-commerce marketers. On initial login, you are greeted with a dashboard that is both intuitive and well-organized, allowing for quick navigation.
The learning curve is comparatively manageable, since the platform prioritizes a straightforward design that places important features like sign-up forms, email sequences, and automation rules within easy reach. For a more granular view, here’s a breakdown of ConvertKit’s interface:
|Provides a clear overview of your current campaigns, subscriber statistics, and recent email broadcasts.
|Pre-made templates simplify the creation of emails, which can be customized to fit your branding with minimal effort.
|A visual automation workflow builder helps you create complex subscriber sequences with ease. Drag-and-drop functionality is incorporated to enhance user experience.
|Forms and Landing Pages
|ConvertKit makes it straightforward to integrate responsive sign-up forms and landing pages into your site without advanced technical skills.
Your experience with creating emails and automations is further improved by drag-and-drop features, allowing for quick campaign setup — an excellent boon for those with limited time or technical know-how. While ConvertKit streamlines key processes, it equips you with powerful tools, striking a balance between functionality and user-friendliness.
As you delve deeper into subscriber and list management, you’ll appreciate the attention to detail in the platform’s design. Segmentation and tagging features are available to manage your audience effectively, ensuring that your marketing materials reach the right inbox with precision.
In summary, ConvertKit’s UI provides the necessary tools to execute complex email marketing strategies in an accessible format tailored to users who desire efficiency without sacrificing depth.
Funnel Building Features
When using ConvertKit for your email marketing, you can leverage its funnel building capabilities to guide your subscribers through different stages of your sales process. Visual Automations is a standout feature, which allows you to create personalized pathways for your subscribers based on their actions.
You can start by creating a form or landing page to collect email addresses, and then design a sequence of emails tailored to subscriber segments. Conversion triggers and actions can be set up easily, making it possible for you to automate the process of moving subscribers from one stage to another in your funnel.
Here’s an overview of the key components you can utilize in your funnels:
|Forms and Landing Pages
|Collect email addresses and segment your audience.
|Send a series of automated emails based on subscriber action.
|Tagging and Segmentation
|Categorize subscribers for targeted campaigns.
|Move subscribers between sequences and tags based on behavior.
Using these features, you can build complex funnels without requiring intricate technical knowledge. For instance, automate a welcome sequence for new subscribers, followed by a targeted promotional series for those who engage more actively with your content.
It’s also worth noting that while ConvertKit is known for its user-friendly interface, the more advanced funnel features may require a deeper understanding to fully exploit their potential. Therefore, dedicating time to learn about these features will contribute significantly to your marketing efforts.
Price And Value For Money: Availability Of Free Trials And Yearly Subscriptions
When evaluating ConvertKit’s pricing options, you have a choice between monthly and yearly billing cycles, the latter of which includes a discount. For new creators focused on building their subscriber list, ConvertKit offers a Free Plan which allows you to manage up to 1,000 subscribers without any cost.
If you’re a growing creator looking to automate your workflow, the Creator Plan is available. For further scale and advanced features, the Creator Pro Plan caters to established creators. Notably, both paid plans include an option to be billed annually, providing a more cost-effective rate equivalent to receiving two months free compared to monthly billing.
ConvertKit also provides a Free Trial for their paid plans, giving you the opportunity to test their services before committing to a subscription. Choosing an annual billing cycle not only offers a financial advantage but also simplifies budget planning by reducing the frequency of payments.
Below is a summary of the pricing and the savings available with the annual subscription options:
|$108 (paid yearly)
|Equivalent to 2 months free
|$300 (paid yearly)
|Equivalent to 2 months free
These plans are designed to cater to different stages of growth as a content creator, making ConvertKit a scalable choice for your email marketing and audience-building efforts. When considering value for money, factor in not just the price but the utility of the features offered for each plan, making sure they align with your current needs and future aspirations.
Availability Of Templates And Drag And Drop Features
When looking into ConvertKit’s suite of tools, you find two facets pertinent to creating your email designs: the availability of pre-made email templates and the tools provided for customization. ConvertKit offers a straightforward array of 20 pre-made templates, which cater to varying email marketing needs. These templates provide a starting point for your newsletters and campaigns, allowing for customization that aligns with your brand and messaging.
Although ConvertKit is recognized for its simplicity, as of the latest information, it does not include a drag-and-drop editor that you might find in other email marketing solutions. Instead, ConvertKit provides a simple text editor. This may present a learning curve if you are accustomed to drag-and-drop interfaces, but it serves well for creating text-centric emails efficiently.
The templates are customizable, and you can embed elements such as videos, which are transformed into GIFs for easy viewing in emails, and countdown timers, adding interactive elements to engage your subscribers. This method of customization leans toward a more manual approach, granting you precise control over the layout and content of your emails.
Below is a summarized table detailing the features discussed:
|20 customizable templates for different email marketing needs
|Not available; uses a simple text editor instead
|Allows embedding videos as GIFs, countdown timers, etc.
|Templates can include interactive elements
Your approach to designing emails with ConvertKit might require an adaptation to the more textual and less visually-driven environment. You might find that this approach encourages a focus on content and message over complex design elements.
Funnel Building PreBuilt Templates
When using ConvertKit for your email marketing needs, prebuilt templates for funnel building are readily available to streamline the process of creating effective sales funnels. These templates are designed to address various marketing objectives and are highly customizable to fit your brand. You can choose templates for product launches, webinar sequences, lead magnets, or course sign-ups, each structured to guide your subscribers through the sales journey effortlessly.
Ease of Use: The templates provided by ConvertKit are user-friendly, and you can implement them with minimal effort. The intuitive design interface ensures that you can edit these templates even without advanced technical skills. Despite some users finding the page builder challenging, the templates themselves offer a simpler path to creating funnels.
Below is a table summarizing the types of funnel-building templates ConvertKit offers, along with their primary functions:
|Designed to build anticipation and inform your subscribers about an upcoming product.
|Created to manage registrations, provide webinar information, and follow up post-event.
|Allows you to offer a free resource in exchange for an email address, growing your subscriber list.
|Streamlines the process of promoting and handling sign-ups for online courses or workshops.
Customization: Remember, while these templates give you a head start, it’s essential to tailor them to your audience for maximum engagement. Your funnel should resonate with your subscribers by reflecting your brand’s voice and meeting your specific marketing goals.
By utilizing ConvertKit’s prebuilt funnel templates, you take advantage of proven structures that facilitate the creation of high-converting sales funnels, saving you time and potential trial-and-error in designing these from scratch.
A/B Testing Features
When you utilize ConvertKit for your email marketing campaigns, you have access to A/B testing functionality, which allows you to optimize your email subject lines effectively. You can create two variations of a subject line to determine which one resonates more with your audience. ConvertKit facilitates this process by sending each variation to a small percentage of your recipient list—15% receive the first subject line and another 15% receive the second.
After the initial testing phase, the software analyzes the performance metrics, such as open rates, to identify the more effective subject line. Following the analysis, the winning subject line is then sent to the remaining 70% of your list, ensuring that the majority of your audience receives the version that is most likely to engage them.
It is important for you to understand some key points about ConvertKit’s A/B testing features:
- The process is semi-automated, meaning you set the variations and ConvertKit handles the distribution and analysis.
- The A/B testing is limited to subject lines only; you cannot test other elements of your email content like the body text or images.
- This functionality is designed to be simple and user-friendly, with no need for complex setup.
Below is a table summarizing the main aspects of ConvertKit’s A/B testing:
|Test two subject lines per campaign.
|Send each variation to 15% of your recipients.
|Open rates are typically used to measure success.
|The better-performing subject line is sent to the remaining 70% of your list.
|The feature is simple and does not require advanced technical knowledge.
By understanding and utilizing ConvertKit’s A/B testing, you can refine your email marketing strategy and potentially improve the open rates and overall success of your campaigns.
Integration With Third Party Software
ConvertKit offers integration with a range of third-party software, allowing you to connect your email marketing efforts with various tools you may already use in your business operations. These integrations facilitate seamless workflows between ConvertKit and software in different categories such as CRM systems, content management systems, payment gateways, and more.
Email Marketing Software: ConvertKit functions well with other email marketing platforms, though specifics may depend on the software. You might utilize these integrations for migration purposes or to enhance functionality.
CRM Systems: The ability to synchronize your customer relationship management (CRM) system with ConvertKit is crucial. This ensures that you maintain consistent communication with your leads and customers by sharing data between platforms.
Content Management Systems (CMS): Utilizing ConvertKit with your CMS makes it easier to manage subscriber lists, segment users based on interaction with your content, and effectively target your audience.
Payment Gateways: Financial transactions are central to many businesses, and payment gateway integrations mean you can link purchases to subscriber actions within ConvertKit. This is essential for any sales or e-commerce related strategies.
Below is a detailed table highlighting key integration types and their relevance:
|Email Marketing Software
|Enhance existing capabilities, ease migration
|Centralize customer information, automate follow-ups
|Content Management Systems
|Sync subscriber lists, improve user targeting
|Link purchases to marketing campaigns
|Essential for e-commerce
Remember to check for available integrations when considering ConvertKit or planning to integrate it with your existing tools to ensure that it fits within your current software ecosystem.
APIs available for Custom Integrations
When you choose to integrate ConvertKit with third-party services or tools, APIs play a critical role. An API, or Application Programming Interface, is a set of rules that allows different software entities to communicate with each other. ConvertKit’s API permits you to sync your email marketing efforts with a vast array of services, enhancing your marketing capabilities by allowing data to flow seamlessly.
Custom API Integration: Custom API integration enables more advanced users to create a tailored experience. You can connect ConvertKit to applications such as Databox, which requires working with the Metric Builder to bring your chosen metrics into the Databox dashboard. By building custom metrics, you harness the full potential of your marketing analytics, allowing for a more data-driven strategy.
- Data Synchronization: Keep your email lists and user data consistent across platforms.
- Automation Triggers: Set up customized triggers for automated email campaigns based on user actions or data changes.
- Direct Data Access: Retrieve and manipulate data directly from ConvertKit database for custom usage.
Authorization: Token-based authorization is utilized to ensure that data exchanges via APIs are secure. This means you will need to generate an API key in ConvertKit and use it when making requests to the API.
|Manage subscribers, tags, and segments
|Segmenting audiences for targeted campaigns
|Create, send, and track emails and sequences
|Automating email sequences
|Monitor user actions and conversions
|Tracking effectiveness of marketing campaigns
|Set up events to trigger email sequences
|Engaging users based on their app/website activity
By making use of ConvertKit’s APIs for custom integrations, you’re able to achieve a more integrated email marketing approach. This connects your campaigns deeply with your product’s ecosystem, leading to a more personalized experience for your subscribers. Remember to refer to ConvertKit’s API documentation for specific details on endpoints, available resources, and how to handle responses.
Automation Features For Email Marketing within The Funnel And AutoResponder Capabilities
ConvertKit’s automation capabilities are designed to streamline your email marketing funnel and enhance your autoresponder effectiveness. Here’s a deeper look at what you can expect:
Email Sequences: With ConvertKit, you can create multiple automated email sequences, which help guide subscribers through a predetermined path after sign-up or interaction.
|Develop timed email sequences to engage with your audience without manual intervention
|Send emails based on subscriber activities, such as clicks or past purchases
|Drag and Drop Sequence Builder
|Easily arrange the order and timing of your emails to optimize delivery
Segmentation and Personalization: ConvertKit allows you to segment your audience based on their behavior and preferences.
- Tags and Segments: Organize your subscribers into groups for targeted emailing.
- Personalization: Use subscriber data to personalize emails with names and relevant content.
- Test different subject lines or email content to identify what resonates best with your audience.
- Welcome Emails: Set up automatic welcome emails for new subscribers.
- Drip Campaigns: Design a sequence of emails that automatically send over a period of time.
- Date-based Triggers: Automatically send anniversary emails or reminders.
- Seamlessly connect with various platforms to enhance the efficiency of your email marketing funnel.
Tracking and Analytics:
- Gain insights into open rates, click-through rates, and overall engagement to refine your strategies.
By leveraging these automation features, you can create a responsive and evolving email marketing strategy that nurtures leads and converts them into loyal customers. The power of ConvertKit’s automation lies in its ability to deliver the right message at the right time without constant manual input, gifting you with both efficiency and effectiveness in your email marketing efforts.
Segmentation Options For Emails Based On User Actions Within The Funnel
When you utilize ConvertKit for your email marketing campaigns, segmentation becomes a strategically powerful tool. Your ability to send targeted communications is significantly enhanced by categorizing subscribers based on their actions within your sales funnel.
With ConvertKit, your segmentation can be based on:
- Form submissions: If a subscriber opts in through a specific form, you can segment them accordingly.
- Email interactions: Track opens, clicks, and other engagement metrics to segment users based on their email activity.
- Purchases: Segment customers based on the products they purchase or the amount spent.
These segments are created using tags and segments within ConvertKit. Tags may be used to label subscribers based on actions, while segments group these tags and forms for broader classification. This level of segmentation helps you send relevant emails that are more likely to trigger engagement.
Note: For more advanced segmentation, you could use ConvertKit to set up automated email sequences that are triggered by subscriber actions such as visiting a product page or abandoning a cart.
Below is a summary that outlines the segmentation options:
|Action Within Funnel
|To identify and categorize subscribers that show interest by opting in.
|To further engage subscribers who open or click on emails.
|To create targeted upsell or cross-sell campaigns and enhance customer lifetime value.
|Page Visits & Behavior
|To personalize follow-up emails based on specific actions taken on your site.
By carefully tracking subscriber behavior and leveraging these segmentation tools, you’re able to send targeted content that aligns with user actions at each stage of your funnel, thereby enhancing the efficiency of your email campaigns.
Analytics And Reporting
Your email marketing strategies hinge on understanding the impact of your campaigns. ConvertKit provides analytical tools to help you monitor your email performance. You can see open rates, click-through rates, and subscriber engagement over time, helping you to refine your approaches and improve engagement.
The analytics dashboard in ConvertKit provides visual graphs for quick interpretation of data trends. You have the ability to track how your subscriber list evolves with detailed statistics on new subscribers, unsubscribes, and the net growth of your list.
Here’s a simplified overview of the type of analytics and reporting features available:
|Benefit to You
|Open Rate Tracking
|Measures the percentage of recipients who open an email.
|Allows you to gauge the initial appeal of your emails.
|Click-Through Rate (CTR)
|Percentage of recipients who clicked on one or more links contained in an email.
|Helps you understand the effectiveness of email content and calls to action.
|Analysis of how subscribers interact with your content over time.
|Enables you to tailor content to maintain or boost engagement.
|List Growth Statistics
|Reports on subscriber list changes, including new subscribers and unsubscribes.
|Offers insights into the health and expansion of your audience.
Additionally, ConvertKit allows for tracking conversions that result from your email campaigns. By setting up custom conversion tracking, you understand not just who clicks, but who takes the intended actions like purchasing or signing up.
In summary, the Analytics and Reporting feature set in ConvertKit equips you with the necessary data to assess your email marketing efforts’ success and provides actionable insights to inform your future strategies.
Customer Support And Active User Community
ConvertKit provides a range of support options to ensure you have access to help whenever you need it. Their customer support includes email assistance and live chat services, allowing you to get quick responses to your inquiries. For more in-depth advice, ConvertKit hosts regular live training sessions and has a comprehensive knowledge base available.
The ConvertKit community is an engaging and resourceful platform where users interact, share experiences, and offer insights into email marketing strategies. The company maintains an active presence on various social media channels, offering another layer of support and community engagement.
|Detailed, personalized help
|News, tips, community discussions
The live training particularly stands out, offering tailored help and educational resources that encompass both the basics of using ConvertKit and more advanced email marketing techniques.
In the user community, you can find discussions about best practices, feedback on the tool, and creative ways to maximize your use of ConvertKit’s features. By tapping into this community, you gain access to a wealth of shared knowledge and experience, making it an invaluable resource for both new and seasoned email marketers.
Security With SSL Certificates and Data Encryption
When you use ConvertKit, your data security is a top priority, ensured through the use of SSL certificates and robust data encryption methods. Here’s how these features protect your information:
These digital certificates provide a secure, encrypted connection between your browser and ConvertKit’s servers. This secure channel ensures that any data—including sensitive information like email addresses and personal details—passed between the two cannot be intercepted or read by unauthorized parties.
ConvertKit encrypts your data both when it’s transmitted over the internet and while it’s stored on their servers. This means that even if data somehow gets intercepted, without the corresponding encryption key, it would remain unintelligible and thus secure.
|Secure data transmission between user and server
|Automatically activated for all web pages
|Protect stored and transmitted data from unauthorized access
|Standard practice on servers and during data transfers
Remember, the SSL certificate is active whenever you see
https:// at the beginning of a web address along with a padlock symbol in your browser’s address bar, signifying a secure connection. ConvertKit ensures that this level of security is standard across their platform, maintaining your trust and the confidentiality of your data.
Compliance With GDPR, California, And Other Regulations
ConvertKit ensures conformity with international and local data protection laws, notably the General Data Protection Regulation (GDPR) for the European Union and the United Kingdom, and the California Consumer Privacy Act (CCPA) for residents of California. As your email marketing software provider, ConvertKit audits its processes regularly to maintain compliance and to protect your subscriber data effectively.
GDPR: This regulation affects how your subscriber data can be gathered, processed, and stored. Key highlights include:
- Right to Access: Your subscribers can request access to their personal data.
- Right to Be Forgotten: Subscribers may ask for their data to be deleted.
- Data Portability: There should be options to facilitate data transfers.
CCPA: Similarly, this act provides California residents with rights like:
- Data Access and Deletion: Subscribers can request to view or delete their personal data.
- Opt-Out of Sale: Subscribers have the right to opt out of the sale of their personal information.
To aid compliance, ConvertKit provides tools and forms designed to align with these regulations, ensuring that your email marketing activities remain legally sound.
|EU & UK
|Consent management, data access, erasure, and portability
|Data access, deletion, and the right to opt out of data sale
Remember, it is important that you familiarize yourself with these regulations and ensure your email marketing strategies adhere to these compliance requirements, given their significance in protecting subscribers’ data privacy.
Possibility To Import Data from Other Sales Funnels Software Or To Export Data
When you decide to switch to ConvertKit from a different marketing or sales funnel software, you have the ability to import your subscriber data and mailing lists. ConvertKit provides a migration service which ensures a smooth transition for users moving from another platform. This service is specifically geared towards, but not limited to, transferring:
- Subscriber lists
- Email sequences
It’s important to note that this migration support is offered exclusively to users who opt for a paid plan. The process typically involves completing a migration form, after which the ConvertKit migration team will facilitate the transfer of your data.
Regarding data exportation, ConvertKit allows you to export your subscriber data and content, granting you the flexibility to use your information outside of the platform or as a backup. This can include:
- Subscriber details
- Email templates
- Broadcast history
|Import Subscriber Lists
|Paid Plan Users
|Paid Plan Users
|Email Sequences Transfer
|Paid Plan Users
|Paid Plan Users
|Export Subscriber Details
|Download Email Templates
|Export Broadcast History
|Data Backup/Reports Export
Before initiating any migration or export, ensure that you have secure backups in place to prevent potential data loss during the transition. Additionally, familiarize yourself with the format and compatibility of the data you wish to import or export to guarantee an efficient process.
CMS capabilities: Possibility to build a fully fledged Website
ConvertKit primarily focuses on email marketing services and is not designed as a traditional Content Management System (CMS) like WordPress or Drupal. It does not support the comprehensive development of a fully-fledged website with extensive content management capabilities. However, ConvertKit does include landing page and form builders that support the creation of simple web pages, which can integrate with your marketing efforts.
Landing Page Builder:
- Allows creation of basic web pages
- Offers numerous templates for ease of design
- Customizable with your own branding and content
- You can create sign-up forms to collect email addresses
- Embed these forms in your existing website or ConvertKit landing pages
Integration with Websites:
- ConvertKit can be easily integrated with a traditional CMS
- Use ConvertKit’s tools to enhance your website’s email marketing campaigns
Here is a summary of ConvertKit’s capabilities related to website building:
|ConvertKit is not a full CMS
|Template-based, customizable designs
|For collecting emails, can be embedded
|ConvertKit’s forms and landing pages integrate with websites
|Mainly through external integrations
While you cannot build a full website using ConvertKit, you can utilize its landing page and form building tools to supplement your existing website, thereby harnessing ConvertKit’s email marketing strength to grow your audience and customer base. For a content-rich, versatile website with a variety of features, consider using a dedicated CMS, integrating ConvertKit as necessary for your marketing purposes.
When considering ConvertKit for your e-commerce business, you’ll find that it offers various features designed to enhance your sales and product promotion strategies.
Email Automations: You can create visual automation funnels that trigger based on specific actions your customers take, ensuring they receive timely follow-ups that could lead to increased sales.
Segmentation: ConvertKit allows for precise segmentation of your subscriber list. By categorizing your customers based on behavior, purchases, or other custom fields, you can tailor your emails to match their preferences, potentially boosting conversion rates.
Forms and Landing Pages: Easily create order forms and landing pages to showcase your products. ConvertKit provides pre-made templates, which can be customized to maintain branding continuity.
Upsells: After an initial purchase, use ConvertKit to present upsell opportunities to your customers. These targeted offers can lead to additional revenue and improved customer value.
Integration: ConvertKit integrates with various e-commerce platforms making it easier to synchronize your marketing efforts with your sales data.
Below is an overview of ConvertKit’s e-commerce features:
|Automated emails based on customer actions to improve sales engagement.
|Categorization of subscribers for targeted marketing.
|Forms & Landing Pages
|Customizable templates for showcasing products and capturing sales.
|Opportunities for additional sales presented post-purchase.
|Seamless connectivity with e-commerce platforms for data synchronization.
Remember to review the pricing, as ConvertKit’s cost escalates with your subscriber count, impacting the overall budget for your e-commerce activities.
When you’re considering an alternative to ConvertKit for your email marketing needs, several options offer various features that might align with your business goals.
ActiveCampaign provides robust automation and a simple interface. It’s beneficial if you wish to personalize your email marketing campaigns extensively.
Benchmark offers an easy-to-use service, optimal if you’re just starting out and need a straightforward email marketing solution.
GetResponse stands out as an all-in-one platform, which comes handy with affordable pricing and features that cater both to automation and scheduling, enhancing your ability to optimize conversions.
Mailchimp delivers an intuitive design and user-friendly interface. With a drag-and-drop editor and a free plan option, it makes a good choice for small businesses and startups.
Lastly, Constant Contact brings unique tools to the table, like their multivariate testing tool which is especially useful for e-commerce and publishers.
Here’s a summarized comparison:
|Free Plan Available
|Ease of Use
|Automation & Scheduling
|E-commerce & Publishers