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How to Setup ConvertKit

Updated on:
June 5, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to configure ConvertKit for email marketing from scratch.

Quick summary

This demo walks you through the complete ConvertKit setup process, covering how to add subscribers, send broadcast emails, build signup forms, configure automation rules, and create email sequences. ConvertKit (Kit) is an email marketing platform built for creators who need a fast, structured way to grow and engage their audience.


Steps

  1. Navigate to the Grow tab in the ConvertKit dashboard.
  2. Select Subscribers from the Grow section.
  3. Click Add Subscribers to manually enter emails or import contacts from a CSV file.
  4. Click Create a new and select Broadcast to write and send your first email.
  5. Add the subject line and write your email content.
  6. Choose your recipients, then preview and send or schedule the email.
  7. Design a signup form or landing page to capture new subscribers.
  8. Customize the form design, add a call-to-action, and set up an incentive email.
  9. Click Publish to make your signup form live.
  10. Navigate to the Automate tab and click Rules.
  11. Configure your automation rules and click Save.
  12. Go to the Send tab and click Sequences.
  13. Create an email sequence by writing and scheduling your emails.
  14. Return to the Grow tab and select Subscribers to review your audience.
  15. Monitor performance by checking subscriber growth trends.
  16. Your ConvertKit account is now fully set up and ready for email marketing.

📌 Why this matters

Setting up ConvertKit correctly from the start is critical for creators and small businesses looking to build a reliable email marketing engine. ConvertKit (now Kit) combines subscriber management, broadcast emails, automated sequences, and customizable signup forms in one platform — making it one of the most complete email marketing tools for audience-driven businesses. Properly configuring automation rules and email sequences ensures that new subscribers receive timely, relevant content without manual effort. This demo helps users go from zero to a fully operational email marketing setup in a single guided walkthrough.
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