Savvy Podcast Agency

How to Effectively Use ConvertKit

If you have been around for awhile, you know that ConvertKit has been my email marketing platform of choice since day one. A lot of people seem to get hung up on the little details about it all so today I wanted to share how to effectively use ConvertKit without losing your sanity.

Learn how to effectively use ConvertKit today!

How to Effectively Use ConvertKit

One thing I want you to keep in mind is that ConvertKit stands by the fact that text-based emails perform better than emails that have tons of emails and are overall design heavy. I know that a lot of people get scared when they hear that because they are so used to Mailchimp and their drag and drop templates but trust me, it’s nothing to worry about.

I know design is important to a lot of people but does the design really matter if its prohibiting your emails from ending up in people’s inboxes. I would say probably not.


I use tags to keep track of a lot of things in my business including my students for each of my courses, different subscribers’ interests so I can accurately target them with my emails, people who have signed up for webinars, and more.


Segments are great for when you have multiple audiences like I do. Since I have my BAL and CS lists within the same account, I use segments to separate the two audiences so I’m not sending BAL emails to my CS subscribers and so on. I will ask if someone on one list is interested in joining the other just once but if they don’t want to be, they are certainly not forced.


There are two ways to implement automations on ConvertKit. One of the ways is through rules and the other is through visual automations. Personally, I think you need to use both to work together to use ConvertKit to the best of its ability because you aren’t able to perform all actions just with visual automations.

Your Turn:

What email service provider do you use and why? Please feel free to let me know down in the comments.