ConvertKit likes to bill itself as having “the power of InfusionSoft with the simplicity of MailChimp.” While I do think that ConvertKit is awesome, that statement may be taking it a bit far. ConvertKit is simple, but it’s not always obvious how to do things. Once you figure out a process or task, you think, “Oh, that’s so easy.” But figuring it out can be hard.
I see a lot of people creating complicated processes because they haven’t discovered the simple solution that’s built into ConvertKit. One example that I see quite often is that people are creating automation rules to tag people who have subscribed to a particular form. This is not necessary.
Today’s post has two parts. First, I’ll show you a simple, easy solution to identify the subscribers for each form in ConvertKit and second, I’ll show you how to add them to a mailing, without using tags.
This post contains affiliate links, which means I receive a small commission if you make a purchase using this link. For more information, see my disclosures here.
Part one: how to identify form subscribers
- Go to one of your forms in ConvertKit.
- Open the form, then click on Subscribers.
- This is where it becomes not so obvious. Click on the number of subscribers.
- Now you see a list of all confirmed subscribers who came in through that form. You will see names, email addresses (I’ve redacted both for privacy in the image below), subscription date, and status.
Part two: how to add form subscribers to a mailing
If you want to send a broadcast (one-time) mailing to the subscribers of a particular form, follow these steps:
- Click on Broadcasts.
- Select New Broadcast.
- Click on All Subscribers.
- Click on the drop-down arrow and choose “Subscribed to,” then choose “Forms.” In the 3rd box, start typing the name of your form – the form name will populate. If you want to include subscribers to other Forms in the mailing, simply continue adding those forms to the filter.
- Click “Update filter” and you are ready to move on to writing your broadcast email.
There you have it. An easy process to email people who have subscribed to a particular form, without creating an automation rule to add a tag. Part of the simplicity of ConvertKit is that forms also function as tags. You might not realize that at first glance, but once you understand the concept, it’s easy to identify those subscribers and add them to a mailing.
What other ConvertKit questions do you have? I’m certainly not an expert. I’m figuring this out as I go along, but I’d love to help if I can.
Free Biz Planning Workbook
Download your free printable Business Planning Workbook for solopreneurs. Set your goals. Make your plans. Stay focused!