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The way to Create an Automated Electronic mail Welcome Sequence in ConvertKit – Good Passive Earnings


“The vitality of your small business is immediately tied to the energy of your electronic mail checklist.” Amy Porterfield has been giving us this recommendation for years—however how do you ensure your electronic mail checklist is robust? By “robust,” we imply that your subscribers are engaged in your emails, studying them and taking motion in your strategies and hyperlinks. A foundational methodology for enhancing the energy of your electronic mail checklist is to begin your subscribers off on the suitable foot with a helpful electronic mail welcome sequence.

(And if you have not began an electronic mail checklist but, then what are you waiting for?!)

What Is an Electronic mail Welcome Sequence?

A welcome sequence introduces the subscriber to you, your model, and what you need to provide them. It reveals them why it’s price their time to remain subscribed to you. It’s your alternative to indicate off the most effective of your previous content material and train them how you desire to them to have interaction with you and your content material.

On this put up, I’ll stroll you thru each the how and the what of organising your welcome sequence. First, I’ll present you the way you arrange the sequence. For demonstration functions, I’ll be utilizing our favourite electronic mail service supplier, ConvertKit, however for those who’re utilizing a special ESP, the recommendation will nonetheless be useful. [Full Disclosure: As an affiliate, we receive compensation if you purchase through this link.] Search for the “When you’re utilizing a platform aside from ConvertKit” for the right way to adapt this to your individual electronic mail service supplier.

Then, I’ll stroll you thru what to incorporate in your welcome sequence—which components your emails want and what matters they need to cowl. Let’s dive in!

The way to Set Up an Evergreen Welcome Sequence

This weblog put up is predicated on a four-part video sequence on the brand new Staff SPI YouTube channel, which is our channel particularly for in-depth tutorial movies and group occasions. We publish new tutorials each Wednesday and periodically host reside occasions. [Subscribe to the channel to get notified about livestreams and get the new videos in your feed.]

To arrange an evergreen welcome sequence in ConvertKit, we’ll begin by utilizing one in every of ConvertKit’s automation templates. In case you are new to automations, these templates make getting began a lot simpler, as ConvertKit units up the entire components that you simply’ll want. I stroll you thru the method to start with of this video.

As soon as you might be signed into your ConvertKit account, observe these steps:

  1. Go to the Automations section.
  2. Click on on New Automation.
  3. Click on on Browse Templates.
  4. Select the automation template named Evergreen E-newsletter.

This can copy 4 components into your automation:

  1. An indication-up kind
  2. A tag (typically additionally known as a “hyperlink set off”) << I’ll cowl why for our functions, we most likely gained’t use this selection
  3. An indication-up touchdown web page
  4. An electronic mail welcome sequence

When you’re utilizing a platform aside from ConvertKit

When you’re not utilizing ConvertKit however your ESP has an automations builder (different phrases to search for: workflow builder or recipe builder), you possibly can recreate this template. Earlier than making an attempt to construct this in your ESP, I like to recommend watching the entire movies in the remainder of this put up first, so that you simply’ll have an understanding of which choices suit your functions.

In case your ESP doesn’t provide an automations builder, examine the settings in your sign-up kind to see if you’ll be able to ship a multiple-email sequence after somebody indicators up. If this isn’t allowed, I extremely advocate switching email service providers. [Full Disclosure: As an affiliate, we receive compensation if you purchase through this link.]

Getting Subscribers into Your Welcome Sequence

With the ConvertKit template we’re utilizing, there are 3 ways to get a subscriber in to your evergreen electronic mail sequence:

  1. An indication-up kind
  2. A tag
  3. An indication-up touchdown web page

There’s an attention-grabbing nuance with Welcome sequences versus some other sort of evergreen electronic mail sequence, and that’s {that a} Welcome sequence is the very first batch of emails that you’re sending after somebody joins your electronic mail checklist. As a result of these are the primary emails you’re sending, you might be unlikely to make use of a tag as a technique of getting subscribers into your sequence.

In case you are within the causes behind this, I’m going into a lot more detail in this video. If the e-mail sequence you’re organising is not designed to be your subscriber’s first emails from you, then utilizing a tag (or “hyperlink” set off) could also be related. See that video to discover ways to use tags for this function.

With that in thoughts, you possibly can delete the tag from this automation.

  1. First, hover over the Set off: Add to E-newsletter merchandise.
  2. You must see the Edit Step button seem (purple circle within the screenshot). Click on on it.
  3. Within the editor, click on on Delete Occasion (purple arrow within the screenshot).

This leaves us with opt-in varieties and touchdown pages as the 2 strategies to get subscribers into our sequence.

Let’s discuss the right way to use every of them to get folks to join your electronic mail checklist to allow them to begin receiving your welcome emails, and for those who ought to use each strategies or only one.

Need to be taught some easy electronic mail methods that’ll get you outcomes? Be a part of our free 1-hour coaching on Thursday, September ninth at 12 pm PT (3 pm ET).

Sign up for the training.

Customizing an Choose-In Type

At SPI, opt-in varieties are our most well-liked methodology for amassing electronic mail addresses. These are small varieties designed to gather first identify and electronic mail deal with, together with some other customized fields you might select so as to add. (No must overthink it; we normally preserve it to only these two.) ConvertKit provides you code to be able to embed the shape into your current web site—anyplace that accepts HTML. At SPI, we use the varieties on our personal web site, as properly on our Teachable web site. Previously, we’ve used them on Leadpages and different single-purpose touchdown pages as properly.

I like utilizing varieties as a result of I can simply drop them into my current content material. Relying on the template I select, I could make them mix into the prevailing design or get them to face out based mostly on my particular wants on the time.

When you’ve been utilizing ConvertKit for some time, you most likely have already got not less than one electronic mail opt-in kind arrange. In that case, there’s no must construct a brand new kind only for this automation. As an alternative, you possibly can replace the automation to exchange ConvertKit’s placeholder opt-in kind with one in every of your selecting.

  1. First, hover over the Enroll kind merchandise.
  2. You must see the Edit Step button seem (purple circle within the screenshot). Click on on it.
  3. Within the editor, click on on drop-down field and select your current kind (purple arrow within the screenshot).
  4. Click on Replace Occasion to save lots of your change.

In case you are new to varieties, this video walks you thru the method of styling your kind—and I present you the right way to take care of a styling drawback that may crop up when utilizing ConvertKit’s automation templates.

After you have your kind constructed, you’ll want to configure your settings.

Customizing a Touchdown Web page

A touchdown web page is an effective selection while you want a single, standalone web page in your venture. Possibly your web site isn’t prepared but, however you wish to begin building up an email list earlier than the launch—this can be a nice time to make use of one in every of ConvertKit’s touchdown pages.

One other nice use for these pages is to check the market—maybe you might have an thought for a brand new product and also you wish to see if anybody in your viewers is thinking about it. With one in every of ConvertKit’s touchdown web page templates, you possibly can shortly put collectively an curiosity kind, with out having to spend so much of time caught in net design.

Watch this video to be taught extra about customizing touchdown pages.

Now that you simply’ve configured your automation entry factors, you possibly can delete any that you’ve chosen to not use. If I had been utilizing this automation template, I might preserve Enroll kind and delete each the Tag and the Enroll touchdown web page. To delete:

  1. Hover over the merchandise and the Edit Step button will seem. Click on it.
  2. Click on on Delete Occasion.
Not an precise ConvertKit screenshot

Let’s transfer on to the enjoyable half—writing and configuring your welcome electronic mail sequence!

The way to Construct Your Welcome Sequence (and What to Embody)

The very first thing you’ll want to do is entry the ConvertKit sequence editor by clicking on the e-mail sequence.

Okay, now you’re in. So what do you write about? That’s what we’ll sort out subsequent.

There are three frequent questions folks have about their welcome electronic mail sequence:

  1. What number of emails do I would like?
  2. How typically ought to I ship emails?
  3. What ought to I write about?

The primary two questions are form of linked. You wish to ship folks emails typically sufficient that they keep in mind you, however not so typically that they’re irritated by you and unsubscribe (or worse, report your emails as spam).

And that stability generally is a little arduous to strike. I might counsel that originally you ship a number of emails instantly, within the first week after they subscribe. This helps them keep in mind who you might be. After that, you might wish to decelerate the pacing of your emails to a couple of times every week.

You’ll must experiment a bit, although, and over time, you will be taught what works finest for you and your viewers.

Related: AP 0949: How Do I Evaluate Email Success with ConvertKit?

You may in fact use ConvertKit to automate your electronic mail welcome sequence based mostly in your chosen timing. Take a look at the remainder of the video to discover ways to use ConvertKit editor to construct your welcome electronic mail sequence and set the pacing of your emails.

This brings us to the ultimate (and perhaps most necessary) query: What ought to I write about? As you noticed, ConvertKit provides some useful recommendation on what to write down about in your first few emails while you first opened the editor.

However what for those who’re on the lookout for extra steering?

Fortunately, we have an awesome free useful resource for that: the Electronic mail Advertising and marketing Cheat Sheet. The cheat sheet provides you a framework for writing your emails in order that they’ll each assist your viewers and help you in attaining your targets for that electronic mail, whether or not it is to show your viewers who you might be, to be taught extra about your viewers to be able to serve them higher sooner or later, or to introduce them to a product or useful resource that you’ve out there for them.

The e-mail advertising and marketing cheat sheet reveals you 10 several types of emails you possibly can embody in your welcome sequence. You may seize it beneath.

Obtain the FREE Electronic mail Advertising and marketing Cheat Sheet Previously generally known as Electronic mail the Good Manner

10 “Copy-and-Paste” electronic mail templates

Know precisely what to ship your electronic mail checklist

Survey and analysis questions included!

A Free Coaching to Assist Make Your Electronic mail Advertising and marketing Straightforward

By the best way, for those who’re making an attempt to make your electronic mail advertising and marketing a bit simpler, then take a look at the free 1-hour training we’re hosting this Thursday, September 9th at noon Pacific. It is each for rookies who’ve a small or no electronic mail checklist, and those that have began however are overwhelmed—or bored!—with electronic mail advertising and marketing.

You may be taught:

  • Two highly effective methods to kickstart the speedy progress of your electronic mail checklist.
  • Two little recognized methods to use your electronic mail checklist (as a result of it isn’t nearly rising your checklist).
  • The e-mail sequence Pat makes use of for launching for brand spanking new merchandise.
  • The way to use electronic mail advertising and marketing to automate your small business.

And at last, remember to subscribe to the SPI Media YouTube channel!