How to Set Up an Automated Email Funnel in ConvertKit

Written by

in

TL;DR: To set up an automated email funnel in ConvertKit, create a sequence of emails triggered by a subscriber tag, then connect a landing page or opt-in form to that tag. You’ll write your emails, set delays, and publish—ConvertKit handles the rest automatically.

Step 1: Define Your Funnel’s Goal (Porcelain Gift Focus)

Before touching ConvertKit, decide what your funnel sells or teaches. For a porcelain gift brand, your goal might be “introduce first-time buyers to hand-painted dinnerware” or “upsell a porcelain teapot after someone downloads a care guide.” Write down one specific action—like clicking a link to a product page—that your emails will drive toward.

If you want to dig deeper, check out our guide on The Rise of Quiet Luxury: Why Minimalist Leather Goods Are T.

Step 2: Create a Tag for New Subscribers

In your ConvertKit dashboard, go to Subscribers → Tags → New Tag. Name it clearly, e.g., “Porcelain Gift Lead.” This tag is the trigger. Every new subscriber who joins via your porcelain gift guide or a giveaway gets this tag automatically. Without a tag, no automation fires.

Step 3: Build Your Email Sequence

Click Automations → New Automation → Start from Scratch. Choose the trigger “Tag Added” and select your porcelain tag. Then, click “Add a Sequence.” ConvertKit will ask you to create a new sequence or use an existing one. Name it “Porcelain Gift Nurture.” Now add emails in order:

Email 1 (Day 0): Welcome with a story about how porcelain is fired at 1,300°C. Offer a 10% discount code for their first porcelain figurine.
Email 2 (Day 2): Share a “gift guide” — highlight 3 best-selling porcelain mugs with photos described in text (e.g., “cobalt-blue floral rim”). Include a single call-to-action button.
Email 3 (Day 5): Address a common objection — “Is porcelain dishwasher-safe?” Explain care tips and link to your porcelain care blog post.
Email 4 (Day 8): Showcase a limited-edition porcelain egg or vase, and create urgency (“Only 12 left in this glaze”).
Email 5 (Day 12): Last chance — remind them the discount code expires in 48 hours.

Step 4: Set Delays and Conditions

After each email, click the “Wait” node. Set delays: 2 days between emails 1–2, 3 days between 2–3, etc. Add a condition: if a subscriber clicks the product link in Email 2, you can route them to a different “buyers” sequence instead of continuing the nurture track. This prevents over-emailing.

Step 5: Connect Your Opt-in Form

Go to Landing Pages and create a simple page titled “Free Porcelain Gift Guide.” Add a form that subscribes the user and applies the “Porcelain Gift Lead” tag. You can also embed that form on your homepage. Test it by submitting a dummy email — you should receive Email 1 within minutes.

Step 6: Test and Publish

Before going live, send yourself a test of each email. Check that links to porcelain product pages work, and that any merge tags (first name, discount code) populate correctly. Then click “Publish” on the automation. Monitor open rates weekly — if Email 3’s open rate drops below 30%, rewrite the subject line to mention “chip-proof porcelain” or “gift wrapping.”

FAQ

Q: Can I use this funnel to promote a single porcelain gift, like a vase?
A: Yes — just make that vase the focus of Emails 2 and 4, and adjust the delay

Related Articles

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *