You probably know by now that I love ConvertKit, my email-marketing platform.

If you haven’t heard about ConvertKit yet, it’s an application that stores all of the email addresses in one place so that you, the business owner, can communicate with the people who have agreed to give you their email address. Through ConvertKit, you can send emails, deliver fun products, and create challenges or series.


When you have a small business, you have to maintain your email list somewhere. Using a Google Sheet or Apple Numbers isn’t good enough. It’s not just about the email address itself; it’s about capturing data about each subscriber so that you can cater to their wants and needs.

There are a lot of products out there, so why ConvertKit?

Because it’s simple and robust.

When you log in to the application, you can choose how you organize everything. You might have a basic list or you can choose to segment your list in all sorts of fun and creative ways that serve to your audience. However you decide to use your email list is your choice, but I love having the option to tag and segment my followers so that I can deliver the specific content that they need and want.

What can ConvertKit do?

I guess a better question would be what can’t you do with ConvertKit.

On the most basic level, you can create forms so that people have a place to enter their name and email list from your website.

Here’s one of my forms:beginner's_guide_to_convertkit

In this form, someone can enter their name and email address in exchange for receiving a one-page worksheet helping them to identify their ideal client. I simply created the form in ConvertKit and inserted it into this blog post.

Want to know how I made that form? Read this blog post about forms.

After you have forms up in various places around your website, you can create email sequences, like a 5-day challenge or an ecourse that is delivered via email over some period of time.

Once you have a few subscribers signed up, you can create rules that help you organize your subscribers. In ConvertKit, this is called a “tag.” A tag is an identifier to help you understand why someone is on your list. You might have a tag for that 5-day challenge or an ecourse you created.

Understanding the ConvertKit Language

If you’re not familiar with ConvertKit, the first thing you should do is to learn their language. I have used a few pieces of jargon in this blog post already, but I want to make sure you understand what all of the words mean.

Note: each email platform has its own language. Have a look at this list and see if you can recognize some of the terms.

Form: The box on your website that gives the reader the opportunity to enter their name and email address.

Landing Page: A designed page on your website that gives a bit of information to the reader and gives them the opportunity to enter their name and email address.

Subscriber: The person who successfully entered their name and email address in a form or landing page.

Sequence: An email series automatically sent out to subscribers based on when they signed up.

Broadcast: A one-time email – probably a newsletter – sent out to your audience or to a segment of your audience that you have tagged.

Tag: Metadata added to the subscriber’s profile help you understand their behavior, purchases, or interests.

A subscriber can have unlimited tags, and as long as you are creative, you can keep adding tags to understand information about each subscriber.

Segment: A pre-saved collection of forms, sequences, and tags in any combination.

See how easy they have made it to understand your email list?!?

One of the downsides to getting started with ConvertKit is the lack of a free plan for beginners. The lowest plan is $29/month, which can be a lot if you’re just getting your business off the ground. While I fully believe that the price-point is worth it, a free trial would be nice. (Hint, hint ConvertKit!)

I spend a lot of time with clients and marketers, and everyone says the same thing: it’s all about the list! An email list helps you build your audience, communicates the news that is happening with your projects, and is a fun way to create personal relationships with people online.

Even though you can use Facebook ads, join Twitter chats, or buy a billboard on the highway, email is a proven way to build your audience and communicate on a real, personal level.

If you are ready to take the next step, click here to get started.

In my opinion, you have everything to gain and nothing to lose.



DISCLAIMER: This page contains affiliate links, a one-click portal to a product or service I use and recommend. When you use this link, I may receive a small commission. This helps me create more blog posts, videos, and content for this website. I appreciate your support in this way!

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The Beginner’s Guide to ConvertKit

by Amber @TheAmberMonaco time to read: 4 min