How to Deliver an Email Sequence using Kit (formerly ConvertKit)

If you want to build a strong relationship with your audience, email sequences are a great place to start.

Email sequences help you stay in touch with subscribers, provide value over time, and gently guide people toward working with you. Whether you're using a welcome sequence, a nurture sequence, or something else, they help people get to know you, trust you, and understand how you can help.

One of the best tools for setting up these sequences is Kit. It's an email marketing platform made for creators and service-based business owners who want powerful tools without a steep learning curve.

In this post, I’ll walk you through how to use Kit to create and send an email sequence.

You’ll learn how to:

• Build a branded email template

• Write and structure your email sequence

• Create an automation that sends your sequence to new subscribers

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Why Use Kit?

Kit (formerly ConvertKit) stands out for its ease of use. Unlike other platforms that feel crowded or confusing, Kit focuses on tools that are simple, helpful, and easy to learn.

Here’s what you can do with Kit:

• Create drag-and-drop email templates

• Build visual automations

• Tag and segment your audience

• Personalize emails using custom fields

• Track open rates, click rates, and more

Whether you’re brand new to email marketing or switching from another tool, Kit gives you everything you need to deliver email sequences with confidence.

A Guide to Creating an Email Sequence with Kit

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Create an Email Template

Before you build your email sequence, start with a branded email template. This will make your emails look polished and consistent.

1 - Select an Email Template

In your Kit account, go to the ‘Send’ menu → then ‘Email Templates’.

You can choose an existing template to edit or click ‘New email template’ to start fresh.

Select new email template to use in Kit

2 - Customize the Email Template

Once you’ve selected your template, use the right-hand menu to update the design to match your brand. You can edit:

• Background color

• Button color and text

• Font type, size, color, line height, spacing and capitalization

• Borders, margins, and padding

• Whether the “Built with Kit” badge shows

Make sure your template includes these required fields / placeholders:

• Address: {{ address }} - this placeholder pulls in your mailing address from your account settings

• Unsubscribe: {{ unsubscribe_url }} - this placeholder adds an unsubscribe link

Optional, but helpful:

• Preferences: {{ subscriber_preferences_url }} - this placeholder allows subscribers to update their name or email

When you’re done, save the template. You’ll use it in your email sequence next.

Customize your email template in Kit

Try Kit for Free

Ready to try Kit for yourself?

Click here to start your FREE 14-day Kit Creator Plan trial and begin building email sequences and automations that help grow your audience and your business.

Create the Email Sequence

Now that your email template is ready, it’s time to build the actual sequence.

1 - Create a New Sequence

In your Kit account, go to the ‘Send’ menu → then ‘Sequences’.

Click New sequence, and choose the template you just made.

Select the email template you would like to use for the email sequence

2 - Write the Emails in Your Sequence

or each email, you’ll want to fill in the following:

• Subject line - the title subscribers will see

• Preview text - optional, but adds a short line under the subject

• Send this email - set how many days (or hours) after the last one this email should go out

When your email is ready, make sure to click Publish. If you make edits later, you’ll need to click Publish changes again.

Keep adding new emails until your sequence is complete.

Tip: Use the Preview button to check how your email looks, and send yourself a test version. This is a good way to make sure links are correct and everything looks right.

Bonus: You can personalize your emails by using the subscriber’s first name. Just insert {{ subscriber.first_name }} in the subject line or email body.

Create your email sequence in Kit

Create an Automation to Deliver the Email Sequence

Once your sequence is ready, you need a way to send it to your subscribers. That’s where automations come in.

1 - Create a New Visual Automation

In your Kit account, go to the ‘Automate’ menu → then ‘Visual Automations’

Click + New automation.

You can either:

• Start from scratch

• Choose a template (like a newsletter welcome, webinar flow, or abandoned cart sequence)

For this tutorial, we’ll build an automation from scratch.

Visual Automation templates Kit

2 - Add an Entry Step for the Automation

Your automation needs a starting point. This is called a trigger, and it tells Kit when to start the sequence.

Common triggers include:

• When a subscriber joins a form – great for lead magnets, waitlists, or newsletter signups

Need help creating a form? Check out my blog post: How to Deliver a Lead Magnet using Kit (formerly ConvertKit)

• When a tag is added – useful when tags are added from another automation or tool like Zapier

Choose the trigger that fits your use case.

3 - Add Steps to the Automation

Now add actions for what should happen next. You can choose from:

• Email sequence – select the sequence you just created

• Delay – add a pause between actions

• Add tag – tag subscribers to help track or segment them

• Move subscriber – add or remove them from other automations

• Add condition – create “Yes/No” paths based on tags, actions, or email activity

When everything is in place, click the Active toggle at the top of the screen to turn on your automation.

Example: Deliver a Sequence After Form Signup

The most common setup looks like this:

1. A subscriber fills out a form on your site

2. They receive a confirmation email (this is inside the form settings)

3. Once they confirm, they are added to an automation

4. The automation sends the email sequence

This is the easiest way to deliver a lead magnet or start a welcome sequence.

Start email sequence after form is filled out

Try Kit for Free

Ready to try Kit for yourself?

Click here to start your FREE 14-day Kit Creator Plan trial and begin building email sequences and automations that help grow your audience and your business.

Tutorial: How to Deliver an Email Sequence using Kit (formerly ConvertKit)

Here’s a step-by-step video tutorial where I show you exactly how to deliver an email sequence using Kit. You’ll learn how to:

• Create and style your email template

• Build your email sequence

• Create an automation to send it

TL;DR:

To send an email sequence using Kit:

• Create a branded email template in the Send > Email Templates section

• Write and schedule your emails in Send > Sequences

• Set up a visual automation in Automate > Visual Automations and add your trigger (form signup or tag)

• Once everything is active, Kit handles the delivery automatically

Need help building your form first? Read How to Deliver a Lead Magnet using Kit.