ConvertKit Automations with MemberPress

Note: In order to utilize this functionality, you will first need to integrate ConvertKit with MemberPress:  https://docs.memberpress.com/article/80-convertkit

The directions below show an easy way to create an automation in ConvertKit in order to escape duplicate email sequences.

Step 1: Login and Start Creating the Automation

The first thing you will need to do is login to your ConvertKit account, go to Automations and click New Automation.

Step 2: Naming the Automation

Rename the automation and click Create Automation.

Step 3: Adding an Event Trigger

Select Is added to a tag, choose the appropriate active tag from the When A Subscriber Is Tagged With dropdown list and click Add Event.

Step 4: Adding a Condition Trigger

Select Condition, choose (or create if needed) the appropriate tag from the If the Subscriber Has The Tag dropdown list and click Add Condition. The tag we create in this step (in this example it's the Gold Automation Started tag) is just a random tag that we use in order to track whether the subscriber has already been through this automation or not. If the subscriber already has this tag, it means they've already been through this automation and they won't go through it again.

Step 5: Adding an Action Trigger

Select Action, choose (or create if needed) the appropriate tag from the Add Subscriber To a Tag dropdown list and add click Add Action.

Step 6: Creating a Welcome Email Sequence

Select Action, choose (or create if needed) the appropriate tag from the Add Subscriber To a Tag dropdown list and add click Add Action.

Step 7: Editing Default Welcome Email Template

Edit default welcome email template subject and content, set status to active, choose when to send and click on Save All. If you are unable to set the email status to Active, make sure you fill the information about your business on your ConvertKit account first. 

You can create multiple emails within one email sequence. For example: Create an email that sends immediately after member subscribes and another email that sends every 7 days for a month. To achieve this, instead of setting it to Send Immediately under When To Send option, set to send after 7 days.

Step 8: Assigning subscribers to a different email sequence

In case a member decides to switch to a different membership, you'd want to make sure they stop receiving the emails from the previous email sequence and get the emails form the current email sequence only. Create an event, choose (or create if needed) the appropriate active tag from the When A Subscriber Is Tagged With dropdown list and click Add Event.

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