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Create an onboarding email sequence and automation in ConvertKit

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In this tutorial, you will learn how to set up an email sequence in ConvertKit that fires immediately when a member joins your community. Once the email sequence is set up, you will add an automation that fires the email sequence when a tag is added to a subscriber in ConvertKit.

  1. Click on Automations
  2. Click on Sequences and set up community onboarding email sequence with initial email set to deliver immediately.
  3. Add and edit as many emails in the sequence as you would like, adjusting their delivery date for each.
  4. Hit publish after each email is complete
  5. Exit by clicking on Automations
  6. Select New Automation → Create Automation
  7. Select is added to tag and pick or create a community tag, then click add event
  8. Hit the + and select email sequence and select the newly created email sequence, click add action and turn the automation on.

In this tutorial, you will learn how to set up an email sequence in ConvertKit that fires immediately when a member joins your community. Once the email sequence is set up, you will add an automation that fires the email sequence when a tag is added to a subscriber in ConvertKit.

  1. Click on Automations
  2. Click on Sequences and set up community onboarding email sequence with initial email set to deliver immediately.
  3. Add and edit as many emails in the sequence as you would like, adjusting their delivery date for each.
  4. Hit publish after each email is complete
  5. Exit by clicking on Automations
  6. Select New Automation → Create Automation
  7. Select is added to tag and pick or create a community tag, then click add event
  8. Hit the + and select email sequence and select the newly created email sequence, click add action and turn the automation on.

Become a Pro member to access all content

240+ instructional videos led by professionals
Weekly expert workshops and replays
1-1 consultation with the Makerpad team
Over $50k in discounts for tools
Private peer community
Profile for tracking progress and sharing your work
Yearly pricing
$249/year
Start your 7 day free trial*
Get PRO Yearly
Lifetime pricing
$600billed once
Start your 7 day free trial*
Get PRO Lifetime

In this tutorial, you will learn how to set up an email sequence in ConvertKit that fires immediately when a member joins your community. Once the email sequence is set up, you will add an automation that fires the email sequence when a tag is added to a subscriber in ConvertKit.

  1. Click on Automations
  2. Click on Sequences and set up community onboarding email sequence with initial email set to deliver immediately.
  3. Add and edit as many emails in the sequence as you would like, adjusting their delivery date for each.
  4. Hit publish after each email is complete
  5. Exit by clicking on Automations
  6. Select New Automation → Create Automation
  7. Select is added to tag and pick or create a community tag, then click add event
  8. Hit the + and select email sequence and select the newly created email sequence, click add action and turn the automation on.

In this tutorial, you will learn how to set up an email sequence in ConvertKit that fires immediately when a member joins your community. Once the email sequence is set up, you will add an automation that fires the email sequence when a tag is added to a subscriber in ConvertKit.

  1. Click on Automations
  2. Click on Sequences and set up community onboarding email sequence with initial email set to deliver immediately.
  3. Add and edit as many emails in the sequence as you would like, adjusting their delivery date for each.
  4. Hit publish after each email is complete
  5. Exit by clicking on Automations
  6. Select New Automation → Create Automation
  7. Select is added to tag and pick or create a community tag, then click add event
  8. Hit the + and select email sequence and select the newly created email sequence, click add action and turn the automation on.

In this tutorial, you will learn how to set up an email sequence in ConvertKit that fires immediately when a member joins your community. Once the email sequence is set up, you will add an automation that fires the email sequence when a tag is added to a subscriber in ConvertKit.

  1. Click on Automations
  2. Click on Sequences and set up community onboarding email sequence with initial email set to deliver immediately.
  3. Add and edit as many emails in the sequence as you would like, adjusting their delivery date for each.
  4. Hit publish after each email is complete
  5. Exit by clicking on Automations
  6. Select New Automation → Create Automation
  7. Select is added to tag and pick or create a community tag, then click add event
  8. Hit the + and select email sequence and select the newly created email sequence, click add action and turn the automation on.

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