ConvertKit Demo by Pat Flynn (& Why it’s the Best Email Marketing Software) – Seva Demo

Hey what's up everybody, Pat Flynn here from SmartPassiveIncomecom, and in this video I'm gonna give you a quick demo of ConvertKit, a brand new email service provider that I started using that I've fallen in love with

And the reason is, well, it sends emails and allows you to build your email list like many other tools, but ConvertKit is special Because, one, it is extremely easy to use and set up, it's beautifully designed Nathan Barry, creator, is a UX or user experience designer and he's made it incredibly easy to understand Number two, the statistics are incredible It allows you to see exactly what's going on within all your campaigns, and all your forms, and all your broadcasts, it's really easy to understand

Number three, and my favorite, are the advanced features that come along with ConvertKit for your email marketing, such as segmentation and tagging, which a lot of other tools have, but they're more expensive and more complicated to use ConvertKit makes it extremely easy So let me take a few moments and show you round (electronic music) All right, so here we are inside ConvertKit And you'll notice right here at the top a section called Subscribers, which gives you a quick snapshot of what's going on in terms of the growth of your subscriber base

So for example today I've added 79 subscribers, over the last week, over the last 30 days, and in total how many I have So that's really great to see, quick and easy But also, this bar graph here has become very handy for me, actually And I love this because not only does it allow me to see certain trends, for example that spike there, which corresponds with a brand new lead magnet that I just came out with But also, if I hover over the different colored sections of this bar graph, I can see exactly what forms are driving the subscribers into my email list that particular day

So for example, the large chunk here is email the smart way, which is that lead magnet that I came out with that particular day, like I said Same thing for the next day So you can notice certain trends and see exactly where those people are coming from and what forms people are going into to subscribe to your list, which is really handy Down here you'll notice a section called Forms, and this is where you can create open forms and then embed them on your website And it also has a really nice way of keeping track of the stats for you for each of those forms too

So for example for this form here which is called Book Club which is where people can subscribe to become part of my book club and get my book club emails This particular form has seen 2,775 visitors, it has been subscribed to 915 times and has a 33% conversion rate, which is pretty cool And like the bar graph above, I can hover over just the bottom part here, you'll notice this is colored and is actually a line graph too, showing me just what has been happening over the last few days in terms of the number of subscribers Which is really, really cool and handy Now I wanna walk you through what it's like to create a form real fast

Now you could also create a landing page which is fully hosted by convert kit, but for now we're gonna create a form that you can embed anywhere on your website You can customize the copy here, you can add your own images and descriptions, but for now let's go into the settings, and there's a lot of options here, I'm gonna name this really fast Let's for example say this is for your Start Here page And the cool thing about this is you can redirect people to another page quite simply, just by placing a link there But most importantly, what I love most about this particular option here in ConvertKit, is you can have people subscribe to a particular course through this specific form

So a course, by ConvertKit's definition, is essentially a sequence of emails that you've set up And I have a number of those already set up I'll show you those in just a second But when you set those up, those become options here So when people subscribe through this form, I want them to go into my Level Zero Nurture list, or course, for example

Those are people who are just starting out, and I know if they subscribe on the Start Here page I can put them directly into that particular email sequence that is specific for them I can also have an incentive email So for example, this is what is traditionally called a double opt-in Now what's cool about this is you could actually upload a file that people get immediately So if you have a lead magnet, for example, when people subscribe to get an ebook or something like that you can upload that file, and the act of people downloading that file, which comes in that first email, becomes their way of confirming themselves onto that list

So if you don't know what that means, don't worry about it, but again, this just makes it really simple for you to have people confirm their email Because they get this email, it says hey, just wanna make sure you're human Well here's that download link, and when they click on that download link, which is actually a button in that email, it confirms them for you So you actually save a step there too, which is really cool You can change the styling, and you can also embed it on your website

This is where you get the embed code There's also a WordPress plugin that makes it easy for you to do that too You can create a Twitter card, if you know how to do that, and there are other options to duplicate the form if you wanna put in on another page and just have it be able to keep track of the stats on that page You can archive it if you're done with it, and you can also delete it too, which is what I'm gonna do now Now the last thing I wanna show you related to the forms, and actually I've just noticed that I've collected a few more subscribers since we started this recording, which is pretty cool

But I'm gonna click on this form there, because it'll show me some more information about the stats related to this particular form So if I click on subscribers here at the top, what you'll end up seeing is some more stats So you've already seen these, these are what's shown on the dashboard there But I also see my top referring websites too So I understand now which other websites are driving traffic and subscribers to this particular form, which is super powerful

So I can see that a lot of people are coming in from my resource page, from PatFlynncom Actually, that's the number one thing Unknown, which is probably a private Google user, for example A particular post on SmartPassiveIncome, and also Google

Again, some really cool stats that other email service providers don't really show you, or make it very difficult to find Okay, so here we are back on the dashboard And I wanna show you now the Courses section, which is where you can create different email sequences for different purposes So for example, I have different email sequences based on the different types of people who I know are in my audience So Level Zero, for example, are people who have yet to start on all my business, and I have a specific email sequence for them

It lasts currently 42 days, with nine emails So it's essentially nine emails that span across 42 days And you can see a lot of the stats here too, which makes it very easy to see what's going on So 11,000 plus subscribers, with an open rate of 587%

97% click-through rate and 614 unsubscribes But let's get into this and show you exactly what's going on inside So here are each of the emails that go out This one is immediately after subscription, four days after, nine days after

You can set these to however many days you want And all these emails go out Again, these are nine emails across the span of 42 days And what's really cool is you can easily see these sequences, you can rearrange them if you want People don't get double emails ever, and you can add new emails to the sequences, and the editor is just really easy to use

And it just makes it so simple, I don't know why other email service providers aren't like this But here's the really cool part I'm gonna click on reports up here, on the upper right hand corner, and you get to see some of the magic of what I love most about ConvertKit So I'm gonna clear that, click on reports And this shows me exactly, with each of these emails that I've created, the open rate for each of them, the click-through rate, and the number of sends, the number of unsubscribes

So I can quickly see if there are any anomalies, which ones to address, if there are any ones that for some odd reason there is a lot of unsubscribers Like for example this one, I might be able to address that and change that It also give me some of the quick stats that I mentioned earlier there But this is so easy to see what's going on So again, I love this

Now there are other settings you can do too For example, when these emails go out, what time You can exclude particular subscribers from getting this course So for example if people are already customers, I don't necessarily have to have them go through a Nurture sequence, which tries to sell them stuff that they've already purchased So that makes it really easy here, I can exclude based on different tags, other courses people are in, forms they subscribed through, and that sort of thing

So that's that, I'm gonna cancel cause I don't wanna change anything Same thing here with Level One Nurture This is currently eight emails in the span of 35 days And same thing with the reports, I can get a quick snapshot of what's going on, what the click-through rates are, and all that sort of stuff So again, very very simple, and very easy to use

Now I'm gonna click here on Broadcasts, to show you exactly where the broadcast emails go out, and these are emails that you send out at a particular moment in time Like right now, or whenever you'd like Of course it gives you some great statistics on previous broadcasts that you've sent You can also view reports of those particular broadcasts too, and you can also send to unopened So people who have not opened it, you can just click one button to send to those unopeneds

I know a lot of people who like to use that particular tool It's kind of a hack in other email service providers, that a lot of people use, well this one is just simply, you just push a button and that's it Now let's go back to broadcasts and create a new broadcast There's a lot of things you can do here You can select which people you want to receive it for example

Let's say I'm sending an email out to people who I know are feature podcasters, and I wanna make sure I exclude people that are in Level Zero Nurture So I wanna send these to people who say that they're going to start a podcast, they haven't started one yet I know that because I've collected that information based off of tags that I've had people self-select into over time I'll show you exactly how that works in the automation section in just a sec But I don't wanna send to people who are just starting out because I don't wanna overwhelm them, so that's that

So I'm gonna hit Next Step And then I get to do my email here, my copy I can select from a template or I can create one if I'd like, and I can test this email out If I want I can send it to a particular email to get a preview Now I'm not gonna go ahead and do that

Everything in the Broadcast area is pretty straightforward But again, the powerful part is quickly and easily being able to send to particular segments and excluding particular segments So I'm actually going to delete this email because I don't wanna send an email out right now Okay, next let's click on Subscribers to get some information about those who are on my email list Now the most useful part here are these tags

This is where you can create new tags and be able to start to define different parts of your audience based off of certain interests, or what they've done, or actions that they've taken For example, I can see there are 5,000 people who are in my book club, so whenever I have a book club email, I just send to that particular tag There are people who are interested in a weekend digest, over 11,000 of them actually, who wanna get a summary of my content every weekend I've also tagged people based on interests For example, this one here, email marketing

These are people I've tagged as being interested in email marketing based off of a particular form they've gone into, which is the one for that lead magnet that I talked about earlier, Email the Smart Way Now I have 10,000 people who are tagged as being interested in email marketing So if I come out with a course in the future, or I have a course to promote that I'm an affiliate for that involves email marketing, I can just quickly say, hey ConvertKit, send this email to these tags, or these people who are tagged with being interested in email marketing, and I know what to say I could say hey, thank you for downloading Email the Smart Way, check out this new thing And there's some other tags here too

The other cool thing about the subscriber section here is that actually I can click on a particular subscriber and get some information about them For example, if I click on this one, I can see that this person subscribed on this particular form, I can see that this is the email that they've received already, that they've got it delivered And you can also see which ones they've clicked on or haven't opened yet You can also see what tags they've been added to, and you can also add them to new tags and also delete them from here too All right, and I've saved the best for last, let's talk about these automations

This is something that other email service providers either leave out completely, or make really hard to execute, which then you don't end up using them anyway But ConvertKit like everything else makes it super easy So to show you, I'm just gonna click on Add Rule, don't worry about this other stuff, it'll all make sense in just a second I'm gonna click plus add rule, and quite simply you can see here On the left-hand side, when this event happens, there's a number of different things that can happen below, this action happens

And again, the way this is set up just makes it really easy to understand So for example, if somebody subscribes to a form, and I select the book club form, I can add a tag to that person, which is the book club tag Very easy If people click on a particular link that I wanna put in an email So for example, that link is H-T-T-P, smartpassivincome

com/session41, which is about affiliate marketing This is session 41 affiliate marketing, I can have them tagged as being interested in affiliate marketing, which allows me to collect more information about them So for example, the email might be about affiliate marketing, if they wanna learn more, click on this link, so let's get rid of that If people have a tag added, they can remove themselves from another tag So if people are tagged as subscribing to one course, I can untag them from another, so they stop getting those emails

If somebody becomes a customer, so let's say somebody purchases a product, and right now I have it just integrated with Gumroad, if somebody purchases the smart podcast player, I can remove a tag So I can remove the smart podcast player interested tag which takes them off of that email sequence, which then tries to sell them that product that they've already purchased So again, like I said there's a lot of different things you can do here There's also the digest email you can set up, if a new RSS post comes out, you can have it create a broadcast draft that then you can send out Let's see, what else could you do here

If they complete a course, let's say you have a seven-day email course If they complete that and they get to the very end, then you can have them unsubscribed from something or subscribed to a completely new course, or add a tag as being completed, and then you can send them new stuff And again, so many things you can do, and ConvertKit is adding things every day to make email marketing experience better I've found so much success already through using ConvertKit, and I recommend it for you, if you're just starting out even Because a lot of these features, which used to be very difficult to use and understand, like you can see here, ConvertKit makes it extremely easy

If you are interested in ConvertKit, and you go through this link, I do get a commission That link is SmartPassiveIncomecom/ConvertKit And that's at no extra cost to you, but I do get paid a commission, I just wanna be completely up front with that And also, I'm here to answer your questions too, so if you're watching this on YouTube, ask a question below, I'll do my best to answer it

If you're watching this on the SPI blog, go ahead and leave a question in the comments section Or if you wanna send me an email, that's totally fine too Happy to help, because I really believe in this product I've put a lot of time and effort into really understanding which email service provider best suits me and a lot of other people too and I've landed on one that I feel like is great for everybody So go ahead and check it out, SmartPassiveIncome

com/ConvertKit, and I look forward to seeing how you are able to use it, and again, like I said, ConvertKit's coming out with a lot of other stuff in the future too to make our lives even easier So hopefully this is helpful, cheers I appreciate you, and again, that affiliate link one more time, which I do get a commission from if you do go through that link is SmartPassiveIncomecom/ConvertKit Thank you so much, and I'll see you in the next video

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