How to correctly get started with Convertkit
If you’re seeking a comprehensive guide on how to get started and use a powerful email marketing platform that caters specifically to creators, then this Convertkit tutorial is the only tutorial you will need.
Getting started and setting up the correct settings can get complicated, so we decided to make this comprehensive guide on how to get started with Convertkit
Let’s begin!
Create a Convertkit account
Create your account
1. Click the link below to go to the Convertkit website.
2. Click Sign Up free.
3. Enter your name, email address, and password. Agree to the terms and policies and click Get started
Set up your profile
In this step, you must answer questions about your previous ESP, your business, yourself, and your goals with Convertkit.
1. Choose an option. If you are joining from another service, Convertkit will provide some information about integrations, etc.
2. Click Continue.
3. Tell Convertkit about the size of your audience and click Continue.
4. Tell Convertkit about yourself, and choose a URL for your ConvertKit public posts and landing pages.
5. Enter the URL to your website if you have one.
6. Choose your goal with Convertkit and click Continue.
You have now set up your profile. You will be redirected to your dashboard. From the dashboard, you will be able to manage your contacts, build automations, emails, and landing pages.
Set up the correct account settings
To get the best experience using Convertkit, we suggest setting up the correct settings before you start creating campaigns and landing pages.
Set up the default sender’s information
If you want to avoid adding the sender’s information in all your campaigns over and over again. You can set the default sender’s information.
This will save you time when creating content.
If you are using a Gmail.com email address, we recommend using a professional email address to increase deliverability and appear professional.
1. To set up default from information, click on your profile icon and go to Settings.
2. Click Add from address.
3. Enter a from name and email address and click Add Email.
4. Now, Verify your email address by going to your inbox and clicking on the verification button.
5. Scroll down and add a Mailing address if you already haven’t added one. You must include a physical address to comply with anti-spam policies.
6. Once you finish, click Save changes.
Add a custom domain
If you are planning to create landing pages and funnels with Convertkit, you can add your own domain to give your site a professional look.
1. To add your own domain, navigate to Settings and go to Domains.
2. Click Add a Custom domain.
3. Enter your domain, select a homepage, and click Next.
4. Log into your DNS provider and add the provided DNS records to the DNS records of your domain.
Here are links to instructions for some major providers:
If your host isn’t listed here, search for “Add DNS records to [your domain provider]” or contact your hosting provider directly if you need help with this part.
5. Once you finish adding the records, go back to your Convertkit account and click Validate.
DNS propagation typically takes a few hours, but it can take up to 72 hours.
Add brand colors
Adding your brand colors allows you to quickly design emails, landing pages, and sign-up forms that follow your brand guidelines.
1. Navigate to Settings and go to General.
2. Pick the colors from the custom palette or add a Hex code and click Save.
That’s all, we hope you found this tutorial helpful and learned how to get started with Convertkit.
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