ConvertKit Review: Email Marketing, Made (Really) Easy

ConvertKit Review: Email Marketing, Made (Really) Easy

The ConvertKit Review is a comprehensive overview of ConvertKit’s features, benefits and pricing. ConvertKit is one of the most popular email marketing service providers for bloggers because it offers an easy-to-use interface and many options to grow your business.👇

It also has some great training resources like webinars, tutorials, blog posts and video courses which can help you learn how to use Convertkit effectively.

But we aren’t going to talk about the massive creator economy, the creator community on ConvertKit, and more. Let’s just keep the focus of the ConvertKit review on ConvertKit itself, why it’s a good fit for your business, how to achieve your business goals with it, how much ConvertKit costs, and other nitty-gritty like that.

Let’s dig in:

What Is ConvertKit?

ConvertKit is a popular email marketing tool designed for bloggers and other content creators. Most people, however, miss the point completely: ConvertKit can be used for any business really (not just freelancers, course creators, bloggers, and others).

ConvertKit allows you to create broadcasts, custom emails, and autoresponders that make it easy to set up sequences of emails, automation rules, plus integrations with several other marketing tools.

Why is ConvertKit better than other email service providers?

ConvertKit is an email service provider that allows you to create and send professional-looking emails. Convertkit offers a number of features, like automated broadcasts or boosted e-mails which are great for connecting with your audience on a more personal level.

Convertkit also lets you segment lists by interests so users get the content they want. You can tweak and streamline your email marketing messages in a way that your email marketing messages are always relevant and timely.

Convertkit also lets you segment lists by interests so users get the content they want. You can tweak and streamline your email marketing messages in a way that your email marketing messages are always relevant and timely.

ConvertKit Features: How It Helps you Grow your business

Fully-loaded with exactly the features you’ll need to grow your email list (and your business), using ConvertKit is as easy as using email itself.

Power up your marketing efforts with complete email marketing by using ConvertKit email signup forms, ConvertKit Popups, ConvertKit sticky bars, ConvertKit Automations, and Sell your digital products (including music, art, and software) with ConvertKit Commerce.

ConvertKit email signup forms, Sticky bar & Popups

This is where your lead generation starts. Generate leads and grow your email list by using email signup forms and popups on your website.

Yes, you don’t need “another tool” for that.

You can use Convertkit popups and email signup forms as follows:

  • Show a permanent sticky bar at the top of at the bottom of your website featuring your latest offers, announcements for the latest product features, and more.
  • Add email signup forms in the middle and at the end of each blog post (as a targeted call to action)
  • As slide-ins after your visitors spend a certain amount of time on your website (say 5-6 seconds) or when they reach a %scroll (such as 70% page scroll)
  • Use Exit intent pop-ups to recover visitors who are trying to leaving without taking any action on your site (such as signing up for your free lead magnet)
  • Use Convertkit email signup forms on your home page, other utility pages, or on any other page (as a static element).

You can also convert existing forms into a popup by adding event tracking or exit intent detection to your ConvertKit forms. Track when visitors converted and segment who converted for which offer.

Each of the ConvertKit popups, sticky bars, and email signup forms can be customized with your brand colors. Add images, add videos, and make them your own.

With ConvertKit, you get unlimited email sign up forms, popups, and sticky bars (although you’d want to use one bar at a time).

The forms are completely mobile-friendly, GDPR compliant, feature lead magnet delivery instantly, and you can also create custom forms (depending on what you need for your business).

Here’s how to create forms on ConvertKit

Convertkit Broadcast Emails

Convertkit broadcasts allow you to reach all your contacts at once, so if there are emails that you have to send on a regular basis, this feature is what you’d use.

You can use ConvertKit Broadcast emails for:

  • Sending weekly emails to your subscribers (keep them nurtured, engaged, and active)
  • Send out one-time promos and offers.
  • Share exclusive content with your email subscribers.

Looking for a quick tutorial on how to create broadcasts on ConvertKit? Watch the video below:

ConvertKit Automation

You’re a busy entrepreneur and you need to automate your email marketing.

ConvertKit is the best way to send emails, manage subscribers, and create automated workflows without any technical skills. ConvertKit has everything you need in one place so that you can focus on what matters most building your business.

Stop wasting time with complicated software or clunky spreadsheets. With ConvertKit’s automation features, it takes just seconds to set up an automation workflow for each of your contacts.

ConvertKit automation allows you to create a sequence of emails that are automatically sent out on a scheduled basis. You can set up the time interval for each email and then ConvertKit takes care of taking care of it.

ConvertKit automation allows you to create a sequence of emails that are automatically sent out on a scheduled basis. You can set up the time interval for each email and then ConvertKit takes care of taking care of it.

ConvertKit Landing Pages

Without landing pages, you shouldn’t even try to do anything related to digital marketing. Landing pages are everything.

Landing pages get you results. Like, real results.

ConvertKit provides you with landing pages, like proper, full-fledged, completely customizable landing pages to let you:

  • Generate leads for various products, programs, memberships, services, digital products, and whatever it is that you need to generate leads for.
  • Landing page URLs are also customizable (unlike in MailChimp where you’d need pay more for that exact functionality).
  • Your landing pages on Convertkit are directly linked to your email marketing lists.
  • Segment, sort, and tag your subscribers depending on the campaigns you run, the products you sell, or the free lead magnets or content upgrades that you give away.

Here’s the deal. You can use Convertkit in conjunction with other landing page software such as Unbounce, LeadPages, and Instapage.

Or you can use ConverKit landing pages completely by themselves (without the need for the landing page tools mentioned above).

It really depends on your business, how you use landing pages, the kind of control and flexibility you need for landing pages and campaigns, whether you’d need A/B testing, etc.

Here’s a quick intro on sales funnels:

ConvertKit Commerce

Convertkit commerce

Note: Only digital products, subscriptions, and memberships are supported at the moment. ConvertKit commerce is still not available for Physical products (If you want to sell physical products, you should check out Webflow or Shopify. Of course, WordPress eCommerce is a popular option as well).

Further, product bundles are also not supported at the moment. If you need complete functionality (and still be able to use Converkit), see how Podia could be a great fit for your needs.

For selling digital products, there are tons of options when it comes to online selling — from making your own website and hosting all the files yourself, using Gumroad, or by using marketplaces like Amazon, and more.

Convertkit commerce is a brand new offering from Convertkit — built for creators, for helping creators (of all kinds) make money from what they do best.

ConvertKit commerce allows you to create and sell digital products and services (right from inside your ConvertKit account). ConvertKit Commerce is going to be a huge help for Convertkit users who want to make money with Convertkit, but don’t have the time or skillset to figure out how to sell online.

So, what can you sell with Convertkit commerce, you ask?


What will you sell next?

ConvertKit Integrations

No email marketing software provider can work in isolation, without a way for you to connect with several other apps that are already a part of your marketing stack.

ConvertKit integrates with a lot of other marketing tools out there and that’s really good news for you.

Here are a few noteworthy integrations that you should know about:

  • Connect ConvertKit Podia and sell your digital downloads, online courses, memberships, and digital products.
  • Use the ConvertKit and Thinkific integration as a course creator and make selling online courses easier for you.
  • Capture leads with Unbounce, LeadPages, Instapage, and nurture leads (and sell more) with ConvertKit.
  • Natively integrate ConvertKit with powerful hosting solutions such as WPEngine.

There are an insane number of tools, platforms, and apps that integrate with ConvertKit.

Look out for more integrations coming through (and that’s on top of what you can do with the insane power of tools like Zapier and Automate)

ConvertKit pricing plans

Want to test waters when it comes to email marketing? Do you want to see how email marketing changes everything for your business? Convertkit has a forever free plan and you can start and use ConvertKit (including ConvertKit commerce, Convertkit broadcasts, Convertkit pop-ups, and Convertkit landing pages) right away.

ConverKit Pricing has three tiers (and the actual prices per month will change depending on how many email subscribers you have).

Convertkit Prices start with the free account, the Creator Plan, and the Creator Pro plan at $0 per month, $29 per month, and $59 per month.

For instance, if you wanted to use automation and funnels inside Convertkit, you’d have to upgrade to the creator plan at least (even if you have up to 1000 email subscribers).

The Creator Pro plan includes everything above and the following:

  • Facebook custom audiences
  • Newsletter referral system
  • Subscriber scoring
  • Advanced reporting

After this, if the number of subscribers go beyond 1000 subscribers, you switch to a tiered pricing model depending on the number of email subscribers you have.

Pay only when you see value, and I really like that.

As such, Convertkit pricing is competitive and is on par with other popular email marketing service providers such as MailChimp, Drip, Constant Contact, Campaign Monitor, and others.

See Convertkit pricing details.

How to Migrate to ConvertKit

It’s simple to migrate to ConvertKit. Download your entire subscriber list as a .csv file and load it to your ConvertKit account.

If you have more than 1000+ subscribers, you can also choose to get free migration services by ConvertKit itself. The team at ConvertKit can help customize your migration needs and complete your migration (carefully, but without you having to do anything) to ConvertKit.

Depending on the complexity and email list size, migration to ConvertKit can take anywhere from 2 days to 10+ days.

Learn more about ConvertKit migration

Bonus mention: DesignModo

Want to break out of the same-old, same-old email marketing thingy? Then it’s time you consider designing your email marketing messages that’ll look exceptional, are mobile-responsive, and design emails without hiring expensive email designers.

Use PostCards: The Email Designer by DesignModo and completely change the way your emails look.

The email newsletters (or other types of emails) created with DesignModo just scream “Shut up and take my money”. Trust me.

Design with DesignModo and upload your email designs to ConvertKit for maximum impact.

Sign up and get started for free with ConvertKit now. Thank me later.

How to Create ConvertKit Forms

How to Create ConvertKit Forms

Want to learn how to create ConvertKit forms? Don’t just look at the knowledge-base or a random YouTube video on How to Create ConvertKit forms (like I have below).

Why, you ask?

Anyone can learn how to create a ConvertKit form; what you really need is this: How to Create ConvertKit Forms that Really dial up your marketing efforts a bit? What little tips and hacks can make your forms work that much harder?

One of the biggest problems many businesses face is “lead generation” — and that’s despite several lead generation plugins, awesome tools like OptinMonster, and also fully-functional and capable email marketing providers such as ConvertKit, Drip, or MailChimp.

According to WPforms, at least 74% of companies use forms — one way or another — to generate leads. More than 50% of marketers rely on Inbound marketing strategies (in combination with onsite lead capture form(s) of some kind) to make lead generation happen.

More than 74% of companies use web forms for lead generation, with another 49.7% stating that their online forms are their highest converting lead generation tool.

Want to dig deeper into online form statistics? Go here

Where do ConvertKit Forms Come in?

If you’ve ever used MailChimp (Shameless plug: get my free course on MailChimp for Entrepreneurs) before, you know that creating a straightforward form is almost impossible unless you are willing to muck with code.

ConvertKit, on the other hand, makes it really simple to create forms for all kinds of purposes. You could, for instance:

  • Create ConvertKit forms for content upgrades.
  • Whip up ConvertKit forms for having people sign up for your lead magnets, offers, discounts, PDF checklists, cheat sheets, and more.
  • Get people to sign up for your free online courses or memberships with ConvertKit forms.

In short, you can do anything.

Read More:

7 dead-simple ways to make money with an email list

7 Email Popup Best Practices To Skyrocket Your List

164 Best Email Marketing Subject Lines To Boost Your Email Open Rates

How To Create ConvertKit Forms?

You could create ConvertKit Forms and be up and running in a few minutes. Watch this video to learn how to create ConvertKit Forms:

Unable to watch the video? Follow these steps. You’ll need at least a free ConvertKit account for you to follow along.

  • Get inside your ConvertKit account, click on the tab “Landing Pages & Forms”, and choose forms.
  • Pick a template to start with (you can choose any template and customize the template completely)
  • Go ahead and make changes to your form: the headline, the sub-heading, the accompanying copy(text), the image and/or video. If you need a quick way to create videos, use Dubb or Loom.
  • In the “settings” (top right corner), choose the domain (and a URL your ConvertKit form will go live on). Also, edit the “Incentive email” (you can add content, change the color of the button, and even add an image of your pet dog just to add a wee bit of a character to email). The Incentive email is an autoresponder — it’s sent to your subscribers as soon as they sign up for an offer. If you are giving away a lead magnet (such as a PDF document, an eBook, or a Whitepaper, you also have the option of letting your potential subscribers download immediately after they “double opt-in” (recommended so as to not pollute your email list).
  • Again, inside settings, choose how your form should be triggered: on exit? After spending a certain amount of time on your site? After scrolling a certain percentage of pages on your site (scroll depth)?

When you are ready, go ahead and publish your ConvertKit form.

Tips To Create ConvertKit Forms Get You Results

Remember: no forms, no leads.

Don’t sit there on your hands wondering you struggle to generate leads when you don’t even have lead generation forms to begin with.

Anyone can build any form. You, however, want to create ConvertKit forms that bring in the results.

The first step of most marketing funnels is to give away a lead magnet (or a discount code, in the case of eCommerce stores). That’s exactly what you should do.

  • Be sure to enable “double opt-in” or in the case of ConvertKit, disable “auto-confirm new subscribers”. You don’t want bots to sign up. Also, you don’t need any tire kickers.
  • You’ll need a series of emails (after the first email — the incentive email — is sent) to nurture your leads. Most businesses don’t even have lead generation forms, ConvertKit forms, or any forms of any kind to begin with, let alone a marketing sequence.
  • All the principles of good copywriting apply to your form design and copy. Copywriting can be your strongest — or weakest — salesperson. Learn how to uplift your copywriting and drive more sales with written-word expert Joanna Wiebe (@copyhackers)

Read More:

10 Tweaks to Take Your Email Newsletter From Meh to Must-read

15 Ways to Create a High-value Lead Magnet in 30 Minutes or less (No Tech Skills Required)

Wondering how to migrate to ConvertKit? Download your entire subscriber list as a .csv file and load it to your ConvertKit account.

If you have more than 1000+ subscribers, you can also choose to get free migration services by ConvertKit itself. The team at ConvertKit can help customize your migration needs and complete your migration (carefully, but without you having to do anything) to ConvertKit.

Depending on the complexity and email list size, migration to ConvertKit can take anywhere from 2 days to 10+ days.

Learn more about ConvertKit migration

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How to Send Convertkit Email Marketing Broadcasts

How to Send Convertkit Email Marketing Broadcasts

 Did you know that you could literally change your marketing game overnight just by sending email broadcasts? Learn how to send ConvertKit email marketing broadcasts in this post.


ConvertKit is one of those email marketing service providers that integrates well with almost every other marketing tool and CMS systems (like WordPress or Webflow). You can easily create and send ConvertKit email broadcasts whenever you want (I’d recommend creating them before hand and scheduling your email broadcasts out. 

Also, it’s incredibly easy to use. Get your forever free ConvertKit account and try it out for yourself. 

Learn how to Create broadcasts (and also split test or A/B test your email subject lines) as you use ConvertKit.

Email marketing is something you couldn’t do without. It’s the marketing strategy that actually makes money but it’s also the channel most small businesses don’t practice

If you just ignore the noise in the world of digital marketing — say about chatbots, SEO, influencers, social media, and paid ads, you’ll realize that it’s still email marketing that counts.

According to Caroline Forsey of HubSpot, email marketing generates around $38 for every $1 spent — an astounding 3800% ROI. Yet, not many businesses do it.

How to Use & Send ConvertKit Broadcasts

When it comes to sending your email marketing broadcasts, there’s a lot to cover. So watch the video below:


ConvertKit Email Broadcasts


One of the reasons why email marketing doesn’t even work for most businesses is because most businesses just forget to “communicate” enough.

They fail to make just enough impact to make email marketing work for them.

They don’t nurture email subscribers enough. Or maybe most businesses are guilty of treating subscribers as just a “number” — or something that happened — while subscribers sit in empty, non-engaging email lists.

Be sure to fix on a frequency to send emails.

When you are out and about, sending Convertkit email marketing broadcasts, ensure that you don’t “sell” in every email. Instead, do a healthy mix of value-added emails sprinkled with one or to emails to make sales (maybe 1 sales email for every five emails that inform). 

You’ll eventually figure out the best frequency for your email marketing. 

Email Subject Lines Split Testing


Your success with Email marketing rests with the efficacy of your subject lines. It’s the subject lines that make your subscribers take action. It’s your subject lines that affect your email marketing open rates. It’s the subject lines that’ll help you connect with your subscribers.

Don’t underestimate the power of your subject lines. Thankfully, ConvertKit has a handy A/B testing functionality right at the part where you add an email marketing subject line.

ConvertKit A/B testing

As you go about sending emails, be sure to test your email subject lines.

Need help with email marketing Subject lines? Mary Fernandez of OptinMonster has a monster list of 164 Best Email Subject Lines You Can Use

Practice Email Marketing Segmentation


As you create an email broadcast within ConvertKit, you’ll have the option of sending your email broadcast to:

Convertkit email segmentation

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Sending your Convertkit email marketing broadcasts doesn’t have to be rocket science. With a little bit of strategic play, consistency, and all the goodness of copywriting, you can change the way you do marketing

Email Marketing Tips: 10 Elements You’ll Absolutely Need

Email Marketing Tips: 10 Elements You’ll Absolutely Need

Before you roll your eyes over the same old “email marketing tips” post, there’s a reason why I am writing this again: because no one ever follows good advice, it seems?

Did you know that for every $1 that Shopify stores spend on email marketing (on average and for those that use email right), they make $130 back? 

That’s phenomenal. The kind of thing everyone can only dream of. 

By the year 2022, the number of email users is pegged at 4.3 billion users (about half of the world’s population) and more than 333 billion emails will be sent daily by 2022. The average ROI of email marketing is at $32 for every $1 spent, according to Maryam Mohsin of Oberlo 

Email Marketing ROI

Image Credits: Oberlo 

Email marketing for businesses was, is, and will be profitable. All you have to do on your part is to understand how email marketing works, why it works as well as it does, and how you can use it to your advantage and rake in profits on a regular and predictable basis. 

Before you get anywhere near fancy email marketing workflows, automated sequences, and smart segmenting with email marketing, it helps to understand the anatomy of a profitable email (not just any email) and get a primer on 10 elements you’ll need to create emails that make you money: 

Note: Anatomy of a profitable email is more about layout, presentation, and how you bring all of those elements within an email (visuals, copy, and design) together to make your emails work hard. Following the basics allows you to build your reputation, stay consumer-focused, and let your potential customers (subscribers) connect with your brand on a personal level. 

Use Good Subject Lines: Make an Impression

Email Subject Line Examples

Image Credits:

The subject line is your chance to create a solid first impression (with email marketing). It’s a window of opportunity that’s just a little short of 50-60 characters. This has the potential to make or break your chances of making your email marketing campaigns count. 

Your subject line is the only way to get your subscribers’ attention, to allow them to engage with your brand, and to make an impact. 

If possible, test your subject lines to see what works and what doesn’t. If you use email marketing tools like Drip, there are split-testing features built-in. 

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Personalize Your Email: Stop Treating Subscribers Like Strangers

Emails with personalized subject lines are 26% more likely to be opened, according to Aberdeen. Personalized email messages improve click-through rates by an average of 14%, conversions by 10%, and personalized emails deliver 6x higher transaction rates.

Email Marketing Personalization

Image Credits: 

Your emails won’t survive if you address your subscribers or potential customers with generic “Hi”, “Hello”, and “To whomsoever it may concern”. 

Your subscribers will need to be addressed by name (that’s why it makes sense to actually collect at least a name and an email address when you are building your email list in the first place). 

Headings, Formatting, & Typography: Look Neat. Look Pretty 

Email Copywriting

Image Credits:

Most people skim (and don’t read). Further, “It’s all about presentation”, they say. Your email messages cannot afford to look messy. 

You can’t send in a huge wall of text with small, unreadable font and expect your users to swipe, slide, pinch, zoom in, and zoom out. All of these are unfriendly and you’ll lose points for no reason.

Use good typography (fonts), format headings for quick scanning (and to make them stand out). 

Use Graphics:Visuals Matter 

Visuals have a profound impact on us humans. More than 90% of information transmitted to the human brain is visual in nature. 

Hence, using visuals is a great way to showcase products, explain your services, or to help educate your email subscribers. 

Use visuals to show your products but be sure to stay relevant and only use visuals to enhance your message inside the email. 

Why are visuals important

Image Credits: Venngage

Include a Call to Action: Have a Purpose

Let’s be honest: You are sending emails to your subscribers because you want your emails to generate sales for your business. 

While you’ll do a balanced act with educating, inspiring, and teaching your subscribers, you’ll also want your subscribers to take action after they read your email. 

Email marketing call to action

A call to action (by using the links or buttons) is an absolutely critical inclusion within your email messages. Even if you aren’t selling anything, it’ll help if you keep training your subscribers to click on the links and buttons included within your email marketing messages. 

Every email you send should have a call to action. Have your subscribers: 

  • Click on a link to go to another page. 
  • Click on a button to get access to something. 
  • Click on either a button or a link to learn more about your products or services. 
  • Click on buttons or links to go and take some action (that benefits your business — sign up for something or make a purchase). 

Stay on Brand: Don’t Hide

Email marketing for brands

Image Credits: virgin

The concept of email marketing is that you’d send out a series (possibly unending until a subscriber opts out or unsubscribes) to nurture leads (or subscribers) until they are ready to buy. 

Depending on your business, you’ll continue to send out emails even after they make a purchase(only a little different compared to those emails that go out to everyone). 

In any case, every email you send is a branding opportunity for your business. Your subscribers will recognize your logo, read your subject lines and know that it’s one of your emails. They’ll know and recognize your brand even if they don’t open or read emails. 

That’s why it’s critical to stay on brand —  include your logo, deploy your brand fonts consistently, and use your branded colors in every email. Keep visuals and everything else on-brand as well. 

Provide Relevant Content: Give Only What They Really Want

Let’s assume that you have both subscribers (who never purchased anything) and customers (who purchased something) on the same list. 

If you send out an email with a 30% discount to everyone on your list, your customers will also receive this email which might not be relevant to them (plus, they wouldn’t like the fact that they paid full price for your product earlier and that they didn’t receive this 30% discount). 

Emails with Relevant content

First, learn to segment your email lists properly. Customers will be on a list and subscribers will be on another list. If you need more ways to organize or segment people, use tags. 

For your email marketing to work, you’ll need to put in the effort to find out exactly what your subscribers want. You can do this by using trigger links (within emails), surveys, open questions, polls, forms, and more. 

Doing this will help you segment, sort, and organize your audience in a way that you’d know exactly what kind of content makes sense to them and what doesn’t. 

Most modern-day email marketing tools such as Convert Kit, Drip, and others have dynamic email features which allows you to tag and segment customers so that you can send them the exact emails they want to see. 

Benefit from Social Sharing: Extend Your Reach

When your potential customers, subscribers, or existing customers like you, they are likely to spread the word. What’s the easiest way for them to spread the word, you ask? It’s social media. 

Email marketing social proof

Image Credits: 

According to Hootsuite, Facebook alone has over 2.23 billion people on the platform. There are another 1 billion+ users active, engaged, and posting every day on Instagram. 

Social media is humongous and the potential reach on social is immense. You don’t want to let go of an opportunity to get a piece of that kind of reach possible with social media. 

When you send out good emails as a part of your marketing strategy, chances are that your email will be shared by a few of your subscribers or customers. 

Make it easy for your subscribers to spread the word about your brand on social media. Include social sharing buttons inside your email design. 

Allow Them To Opt Out: Let them go, If they Choose to

Each subscriber on your email list is an actual person. They’d have different reasons to have subscribed to your list in the first place but then, things could change. 

They might not be interested in your products, services, or the actual content of your email messages. Chances are that some people might want to opt-out of your list.

Email marketing unsubscribes

If so, make it easy for them to unsubscribe or opt-out (with one click). 

Provide a clearly visible unsubscribe button to encourage users to opt-out when they want to. Show them that unsubscribing is optional and that they can make their choice whenever they want to. 

Contrary to what you might think, most people will choose to stay on and learn from you. A few will unsubscribe and that’s ok. 

Provide Contact Info: Open Your Doors

Email marketing contact info

Image Credits: zapier

You don’t want to be hiding behind an obscure logo and nothing more than a domain name to identify your brand. Instead, you could let your email recipients reach out to you directly by responding to your emails directly, by calling you, or maybe even allow them to come visit you personally.

 Include ways for your subscribers, potential customers, and existing customers to reach out to you in multiple ways: direct reply to emails, telephone, email, a map to show them where you are, and maybe even on social networks. 

Putting yourself out there in the open lets the world know that you can be trusted and that there’s a real you behind your brand. 

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7 Steps To Do Email Marketing Right in 2020

7 Steps To Do Email Marketing Right in 2020

As a small business owner, you already have too much on your plate. 

When it comes to digital marketing for your business, you’ll probably end up with the paradox of choice.

Should you focus your efforts on SEO? Should you invest in Paid advertising? On social media? Or on Content marketing? What exactly should you put your limited resources on so that you get the maximum gains from what you’ll put in? 

That’s a tough question to answer. But if there’s anything that really makes you money (say $32 from every $1 you invest), it’s email marketing. 

Why Email Marketing? 

Email marketing is an easy, effective, high-impact, and dependable way to do marketing for your business. 

As Peter Roesler of Inc writes, Email marketing makes it easy to reach out to your potential (and existing customers) while they are not ready to buy yet. 

For businesses, it’s also easy to drive sales using coupons or offers within the email. Further, email marketing also happens to be the least expensive (while being the most effective) digital marketing channel available for businesses, according to a study by Forrester and 

According to Nielsen, 28 percent of online shoppers subscribe to store or product emails simply to stay informed. Another 27% of online shoppers stay subscribed to emails to save money (thanks to exclusive email-only offers that brands make). 

Then, let’s take a practical outcome of your available marketing avenues: 

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If you published blog posts continuously, you’ll start getting a steady stream of visitors to your blog (and also to your website). As they read and then leave, you have nothing to keep them engaged with your business after they leave. 

Let’s say that you also share your content on social media (and even manage to generate buzz for your products and services). The average shelf life of a social media update is about one hour, more or less. This means that most social media users will forget about your brand (and your products and services) sooner than you think. 

Further, as a business, you want to generate leads so that you can make sales. 

Email marketing is a way for you to capture the names and addresses of your potential customers in a bid to send them more information, insights, tips, and occasional offers to them later, on an ongoing basis (for as long as they remain subscribed to your email list). 

When potential visitors to your website sign up (exchanging their email address), you are essentially building a captive audience — an audience that’s interested in what you have to offer, what you are giving away, and the tips or insights you share. This is, in essence, a much more receptive audience to sell to. 


This audience that not only visits your website but also signs up to your email list is indicating that they like your brand and that they want to know more about you. Your audience wants you to educate, teach, and inspire. 

Eventually, if they like you enough or when they need your products or services, they’ll turn into customers.

What is email marketing? How does it Work?

Email marketing is a digital marketing channel that works in the line of “permission marketing” popularized by Seth Godin — author of popular books such as Purple Cow, The Tribe, and more. 

Permission marketing involves getting the attention of your prospective visitors, entice them to sign up for something free (such as a free trial of your product, a free lead magnet such as an eBook or a whitepaper, or free access to an online course). 

When people sign up for what you have to offer, they are an audience that has given you permission to send them more information (including information, tips, insights, videos, blurbs, snippets, and more). 

Since you managed to get their attention already (and because you have their email address), you can continue to stay in touch with them through email and drive them to take action (such as to make a purchase, sign up for your SaaS product, download your app, and more) later, whenever they are ready to do so.

How does a typical Email Marketing Workflow look like?

When you get traffic (people) to your website through organic means (blogging, content marketing, SEO, and social media) or If you launch paid advertising campaigns (Google Ads, Facebook Ads, etc.), your window of opportunity is short.

You’ll need to make your efforts count. But given that the average web user’s ever-decreasing attention spans, you’ll need to capture their email address first so that you can continue to keep nurturing your potential customers until they make their purchases. 

As such, you’d still grow your subscriber list by giving away a coupon for 15% off on your products (if you are an eCommerce store as shown below). 

In the example below, you can see how your potential customer can potentially click on a Google Ad for “Dog Apparel” who’ll land on a “landing page” (which is a focused page with a single call to action). 

If and when people sign up for the 15% coupon code, an automatic email is triggered which welcomes the new potential customers, delivers the coupon code (15% OFF), includes a Call to action (button) for them to click through and go to the eCommerce store. This email also primes up the new lead (person) for them to receive more emails (sent automatically after this email). 

Email Marketing Workflow

A sequence of emails will then follow this first email (also called as a welcome email or the first email of an onboarding email sequence or a lead nurturing sequence). 

Each of these emails that subscribers receive is designed, written, and published in a way that helps you generate sales through emails. 

How to Get Started with Email Marketing?

If you had to make email marketing work, however, you’d need a way to get relevant, engaged, and interested people to visit your website first. 

Before you do anything else… 

Step 1: You need traffic (visitors) to your website

Start with organic marketing (blogging, content marketing, and social media) to start generating traffic to your website. If you have means to spend on paid advertising, you may launch paid campaigns on Facebook and Google as well. 

Or wait till your organic marketing gets you results before launching campaigns. The point is that you need some traffic (people visiting your website) so that you can grow your email list first. 

Without traffic, anything else you’ll do to make your email marketing work is going to be abortive. 


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Step 2: Sign Up With an Email Service Provider (connected to the lead magnet)

Get access to an email service provider (software that helps you all aspects of email marketing) such as Drip , Convertkit, or MailChimp.

With any of the above email service providers, you’ll get access to everything you need for email marketing. 

Once you get access to a robust, easy-to-use, and capable email marketing service provider, you are all set to start building your email list (a list of visitors to your website who actually sign up for something that you are giving away for free. This, for them and you, is the start of a relationship). 

You can send one-time campaigns, full-fledged autoresponder sequences, dynamic emails, scheduled emails, eCommerce emails, and so much more. 

Step 3: Set up Lead Generation Forms

As people visit your website, you’ll need a way to capture their email address (nothing is possible further without actually getting their email address). This is the start of your relationship.

Just like a first date, you’d have to make a teeny-weeny pitch about why they should sign up and give their email address to you. 

The usual way this is done is to give away a lead magnet (a simple downloadable or something that you can deliver by email as soon as they sign up). 

Lead generation


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Step 4: Create Pop-ups For Building Your List

Most email service providers provide you with tools using which you can easily create stunning looking Pop-ups that are designed to capture leads (and hence help you grow your email list). 

Think of an appropriate and relevant offer you can make to your website visitors. Will you package information and give it away as a lead magnet? Planning to deliver a free online course? Would you like to extend special discounts to your website (or eCommerce store visitors)? 

Once you decide the offer, head to your Pop-up editor within Elementor Pro account, use the easy to use editor, drag and drop elements of the pop-up (such as images, email fields, and the text), and your pop-up is ready. 

Here are several other lovely tools you can use for creating pop-ups: 

Unbounce Popups 

LeadPages Popups 




Step 5: Create a Lead Magnet To Entice Your Visitors

Lead magnets are just what you think they are: Content packed as a PDF document, a set of videos, access to a free membership, or access to a free trial of your product. 

As soon as your visitors arrive on your website, you can display pop-ups on your site that’ll allow your visitors to sign up. Or you could use slide-ins. Perhaps you’ll have opt-in forms under every blog post. 

Your visitors, if they are interested, will sign up for something that you are giving away. The actual lead magnet(s) you’ll create really depends on your business. 

Some businesses operating on the SaaS freemium model of business (such as software that you can try for free and purchase if needed) can just send in login instructions for logging in and instructions for use). 

If you are sending out an eBook, a set of free videos, or an online course, provide instructions on how to get access to such information. 

You don’t have to spend days to create lead magnets — a simple PDF checklist, a set of already created videos, or a simple online course can work as great lead magnets for your business. 


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Step 6: Compile your first autoresponder (automatic email)

Thanks to email service providers like Drip, MailChimp, Convertkit, and others, you’ll have ways to build your list. Your new subscribers are automatically populated(and even segmented appropriately, depending on how you set it up). 

For every person who signs up to your list, an automatic email (also called an autoresponder) is sent out immediately. 

Automatic email responders will automatically be triggered to deliver exactly what you promised your visitors. 

Depending on your business, you could possibly send out: 

  • The coupon code you promised 
  • Access to a free trial of your product 
  • Instructions on how to get started with your services 
  • Access to a lead magnet (free eBook, free videos, free online courses


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Following the first email, you can (and should) send out further emails in a sequence. Which leads us to…

Step 7: Add more emails to your autoresponder sequence (5:1 ratio)

After the first email in your autoresponder series goes out (above), you’ll need a string of emails designed to keep your leads engaged. The usual way to do that is to provide subscriber-exclusive information (such as tips and insights) in sequence. 

The 5:1 ratio means that for every five emails you’ll send that are full of tips and information, you can send out at least one email that’s designed to get you direct sales. 

In a way, your sequence could look like this: 

Email 1: Welcome email (with a lead magnet/coupon delivery, if any) 

Email 2: Information-based email 

Email 3: More information 

Email 4: Tips & Insights 

Email 5: Sales-driven email (with an offer or a direct call to action for a sale). 


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Understanding how Email Marketing Makes Money (With a hypothetical example)

Let’s say that you grow your email list to around 1000 active and engaged subscribers. Each of these subscribers gets those five emails (above) in a sequence. Assume that only 1% of your entire list will actually click on the fifth email and will proceed to make a purchase. Say that you sell a product (or service) for $49. 

1% of 1000 = 10 subscribers x $49 (one-time) = $490. 

Your fifth email in the sequence has the potential to make you $490 instantly assuming only 1% of your subscribers proceed to click and make a purchase. 

Now, imagine if your email list had 10,000 subscribers or 100,000 subscribers (or if a higher percentage of subscribers click through and make a purchase). 


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How would those numbers look like for your own email marketing?

Ultimate Resource Kit
Drip Email Marketing Software: Sell Smart With Advanced Automation

Drip Email Marketing Software: Sell Smart With Advanced Automation

Email marketing has an ROI of 4300% (now, it might be even more). Email marketing didn’t die.

If you aren’t doing email marketing or if you are still focused on managing social media accounts or doing SEO like there’s no tomorrow, you are literally throwing money away.

Email marketing is the single best thing you could do for your business. Email Marketing just works. It’s also the reason why I write posts like why you should drop everything you are doing right now and embrace email marketing completely.

Of all the email marketing software you and I are both aware of, there are only a few worth considering: MailChimp, Drip, and Convertkit. Of course, Mailchimp is everyone’s favorite but you could quickly run out of its feature set. Convertkit and Drip are both powerful email marketing tools.


Drip, if you look deep enough and if you work with it for as long as I have, offers the best value for money (especially with the host of features they recently added). Ultimate Resource Kit Here’s how Drip email marketing software truly helps you sell products or services smart and with advanced email marketing automation:

Subscriber Timelines

Drip Automated Timeline
You’d know when an email subscriber signs up, but do you know what that subscriber did before he or she signed up?

Normally, you wouldn’t.

With Drip, however, you get a complete timeline of a subscriber — what your subscribers did before they signed up, the pages they visited and how many times per page, and more. This timeline continues even after your subscribers sign up — what campaigns they received, what tags have been applied to them, and precisely what they did with each email they get.

Think of it as magic.

Visual Automation

We are marketers and not logic gurus. For the life of us, we can’t seem to work with complicated code and APIs to create advanced automation workflows nor do we want to spend any extra time doing that.

Right at the outset, you get Visual automation and the ability to build automation workflows with Drip. You can do these visual automation workflows and build email automation workflows with Infusionsoft too, but we also know that InfusionSoft is also known as “confusionsoft” and that it’s way too much for regular businesses, bloggers, online businesses, and service-based businesses.

Email Automation Workflows

What makes Drip really powerful is the way you can create advanced (or simple) email automation workflows.

Trigger points (event triggers, sign up sources) lead to specific actions, delays, and decisions. Again, based on what subscribers do, you also have options to branch out into simple “Yes/No” paths that you can ease your subscribers into.

Drip Automation Workflows

Here are a few pre-made visual automation workflows you can check out and visualize as to how they work.

Liquid-based Personalization

Here’s something Drip does that absolutely no other email provider can: advanced personalization.

Drip uses Liquid templating language (popularized by Shopify). As such, you can do some really smart things with Drip with respect to email personalization.

But wait… why bother with email personalization?

According to RichRelevance, personalized emails lead up to 3X in clickthrough rates and in 3.8X in revenue per click. Event-triggered emails or emails that are relevant lead to more than 119% higher click-through rates than the regular “business as usual” emails.

When you send out personalized emails, you are really connecting with your email subscribers. Like, connecting one-to-many at scale. With Drip, you can do this:

  • Address people by their names by using something like {subscriber.first_name}. If you aren’t sure if you have the names of all your subscribers, you could do this: {subscriber.first_name | default: friend }
  • Use can use bits and pieces of liquid templating language for advanced inclusions such as countdown timers, or showing dates relevant to each subscriber (based on when they sign up, for instance).
  • You can edit a single email and add snippets to show up (or not) based on the status of your subscribers. For instance, a piece of content like “Buy my course now” won’t show up for people who already purchased your course. Instead, for existing customers, it’ll say something like, “Liked my course? Please leave a review here”.

Learn more about how you can use Drip for advanced email personalization.


Visual Email Builder

Drip Visual Builder

Drip originally only had text-based email styles for us to use. I am a huge proponent for emails written and delivered this way minus the fancy HTML and images since these emails would look more personal (like you are writing to a friend), you get better email deliverability, and your emails would look much less spammy.

If you wanted to use a fully-designed HTML template then, you’d have to depend on an email design specialist or use a tool like Designmodo to create emails in HTML and import them to Drip.

Drip, however, did introduce a “Visual Builder” which is very much like the Mailchimp’s email visual builder that you might be familiar with.

You now have the option of just sending plain-text emails (which I recommend) or build complete HTML-style emails using the Visual Builder.

Shopify + Drip = Magic

MailChimp has always had a great focus on e-commerce. Open up the MailChimp dashboard and you’ll see just how your email marketing contributes to your e-commerce sales. None of the email marketing providers (Including Drip) had that before.

Now, however, Drip has taken a route that’s more e-commerce centric. It’s working to be known as an ECRM (E-commerce Customer Relationship Management) tool instead of just an email service provider.

Featuring deep integration with Shopify, connecting your Drip account with Shopify unlocks powerful benefits for you to use with email marketing:

  • Drip natively integrates with Leadpages (the parent company that owns Drip) — so you get landing pages and email marketing software at the same time. Plays nice.
  • When you connect Drip and Shopify, your whole order history will be automatically synced — a comprehensive order history means you can beef up your segmentation possibilities. Want to pick out all of your customers who’ve placed more than $100 in orders over the past year? Well, now you can.
  • You get complete and detailed records and behavior of visitors. When did visitors first arrive at your Shopify store? What are the pages they browsed? How many visits did it take for a particular visitor before a transaction happened? Earlier, you had to copy a script from Drip and put it on all the pages of your store. Now, it happens automatically.
  • Trigger automation within Drip for product page views on Shopify. Say, your potential customer is checking out Leather jackets, send an email about five hours after they are done browsing. It’s like magic, you see?
  • Segmenting your customers is powerful, and you can do it easily with Drip and Shopify based on your customer activity. Segments could be just subscribers who grabbed a coupon, customers who purchased product X but not Y, customers who purchased product Z at least 6 times in the last 12 months, etc. Once you tag your customers or segment them, you’ll be able to send completely targeted and relevant emails.

Learn more about how Shopify + Drip Creates Magic For your Business

Direct Integration with Facebook Lead Ads

Drip + Facebook Lead Ads

You can connect your Drip account with Facebook Lead ad campaigns directly by choosing Drip as the CRM from within your Facebook Lead Ads CRM integrations. Leads collected from your Facebook Lead ad campaigns are directly sent to your Drip account so that you can grow your list, nurture your leads, and use email marketing automation to sell your products and services.

On top of that, Drip also allows you to build custom audiences with Facebook so that your email list syncs in real-time with Facebook custom audiences (and this audience is constantly maintained).

As more people join your list, they are automatically added to your custom audiences on Facebook.

Now, you can include your special “email list based custom audience” in your campaigns, create lookalike audiences using this audience, or even exclude these specific audiences from your future Lead ads campaigns.

Automated Lead Scoring

Drip lead scoring
None of the email service providers have anything close to Lead scoring. Lead scoring is like adding a wee bit of gamification to your email list subscribers. By assigning points to specific actions your subscribers take as they join your list, an average lead score is determined for each subscriber.

Based on those lead scores, you can automatically prune or purge your list (by setting up automation or rules), filter subscribers out while sending them messages, and send out special campaigns for those with high lead scores.

The lead score feature alone is worth the monthly fee you pay for Drip. Period.

Conversions & Analytics

As far as analytics go, every email service provider lets you see KPI pertaining to email marketing such as the number of emails sent, how many people you sent your emails to, open rates, click-through rates, click rates, and more.

Drip, however, has a fantastic focus on e-commerce now. Using “conversions”, you can clearly see just the sale transactions resulting from your email campaigns.

Again, you’d have all the data you need based on the actions your subscribers take as in whether they purchased, or purchased for the third time in a row, or if they added an item to the shopping cart and left without doing anything.

Conversions and analytics with both Drip and MailChimp are the best in the industry and there are no second thoughts about that.


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