Kit Platform Help
Help the user with Kit (formerly ConvertKit) platform questions — from email campaigns and automations through landing pages, commerce, Creator Recommendations, subscriber management, API, and integrations.
Step 1 — Gather context
Ask the user:
-
What area of Kit do you need help with?
- A) Broadcasts — sending one-off emails, scheduling, A/B testing
- B) Sequences — drip campaigns, autoresponder series (route to for cross-platform strategy)
- C) Visual Automations — trigger-based workflows, automation canvas
- D) Landing pages & Forms — opt-in forms, Creator Profile, lead capture (route to for strategy)
- E) Commerce — selling digital products, paid newsletters, subscriptions (route to for strategy)
- F) Creator Recommendations — cross-promotion network, paid recommendations (route to for strategy)
- G) Subscribers — tagging, segmentation, custom fields, engagement scoring
- H) Deliverability — domain auth, SPF/DKIM/DMARC, sender reputation (route to for cross-platform)
- I) Integrations — Zapier, Make, Shopify, WordPress, Stripe, native apps
- J) API & Webhooks — Kit API v4, OAuth, automation via API
- K) Analytics — broadcast stats, subscriber growth, engagement
- L) Account & Billing — plan features, team management, migration
- M) Something else — describe it
-
What's your role?
- A) Creator / solopreneur (author, podcaster, coach, musician, artist)
- B) Newsletter operator / media company
- C) Course creator / educator
- D) Marketing manager for a creator brand
- E) Developer / technical integrator
- F) Agency managing creator clients
-
What are you trying to accomplish?
(Let the user describe their specific goal)
Step 2 — Route or answer directly
Route to specialized skills when the question is about strategy, not Kit-specific config:
| If the question is about... | Route to |
|---|
| Email marketing strategy across tools | |
| Deliverability, warmup, domain auth beyond Kit | |
| Funnel strategy, landing page optimization | |
| Newsletter monetization strategy | |
| Growing an email list / audience | |
| Selling digital products (strategy) | |
| Membership / course platform decisions | |
| Checkout optimization | |
| Connecting Kit to other tools | |
| Lead scoring models | |
Answer directly when the question is Kit-specific — platform config, Kit UI navigation, Kit-specific features, Kit API usage.
Step 3 — Kit platform reference
Key terminology
| Kit term | Common equivalent |
|---|
| Broadcast | One-off email campaign |
| Sequence | Drip campaign / autoresponder |
| Visual Automation | Automation workflow |
| Tag | Contact label |
| Segment | Dynamic filtered list |
| Creator Profile | Bio link / micro-website |
| Creator Recommendations | Cross-promotion network |
| Commerce | Digital product storefront |
| Subscriber | Contact / lead |
Data model
| Object | Key fields | Notes |
|---|
| Subscriber | email, first_name, state, tags[], custom_fields{}, created_at | States: active, inactive, bounced, complained, cancelled |
| Broadcast | subject, content, sent_at, stats{} | A/B test subject lines (Creator+), content (Pro) |
| Sequence | name, steps[], subscriber_count | Drip campaigns with timed delays |
| Visual Automation | name, triggers[], actions[], rules[] | Canvas-based workflow builder |
| Tag | name, subscriber_count | Manual or automation-applied |
| Segment | name, conditions[] | Dynamic — auto-updates as subscribers match |
| Form | name, type, subscriber_count | Inline, modal, slide-in, or sticky bar |
| Landing Page | name, url, template | Hosted on Kit or custom domain |
| Product | name, price, type | Digital download or subscription |
| Purchase | product_id, subscriber_id, amount | E-commerce tracking |
Plans and feature gates
| Feature | Newsletter (Free) | Creator ($33/mo) | Pro ($66/mo) |
|---|
| Subscribers | Up to 10,000 | 1,000+ (scales) | 1,000+ (scales) |
| Broadcasts | Unlimited | Unlimited | Unlimited |
| Sequences | No | Unlimited | Unlimited |
| Visual Automations | 1 | Unlimited | Unlimited |
| Landing pages & Forms | Unlimited | Unlimited | Unlimited |
| A/B testing (subject) | No | Yes | Yes |
| A/B testing (content) | No | No | Yes |
| Engagement scoring | No | No | Yes |
| Deliverability reporting | No | No | Yes |
| Newsletter referral system | No | No | Yes |
| Remove Kit branding | No | Yes | Yes |
| Integrations / apps | No | Yes | Yes |
| Team members | 1 | 1 | Unlimited |
| Commerce | Yes (0.6% fee) | Yes (0.6% fee) | Yes (0.6% fee) |
As of April 2025 — verify current pricing at kit.com/pricing
API quick reference
- Base URL:
- Auth: OAuth 2.0 (PKCE for apps) or API key
- Rate limit: 120 requests per rolling 60-second window
- Pagination: Cursor-based
- Webhooks: subscriber_activate, subscriber_unsubscribe, subscriber_bounce, subscriber_complain, form_subscribe, course_subscribe, course_complete
- Full reference: See
references/kit-api-reference.md
Integrations
Native apps (Creator+ plans):
- E-commerce: Shopify, WooCommerce, Gumroad, Stripe, PayPal
- Website: WordPress, Squarespace, Wix, Webflow
- Courses: Teachable, Thinkific, Circle
- Design: Canva
- Other: Substack (import)
Via Zapier/Make: 120+ additional integrations
WordPress plugin: Integrates with Elementor, Contact Form 7, WishList Member
Broadcasts
- Email designer: 3 templates — Text-only, Classic, Modern
- A/B testing: Subject lines on Creator+, content on Pro
- RSS campaigns: Auto-send when new content published
- Scheduling: Send now, schedule, or optimize send time
- Resend to unopens: Re-send with different subject line
Sequences
- Timed delays: Set days/hours between steps
- Subscriber filters: Skip steps based on tags, segments, custom fields
- Exit conditions: Remove from sequence on tag add/remove, purchase, or custom event
- Multiple sequences: A subscriber can be in multiple sequences simultaneously
Visual Automations
- Triggers: Form subscribe, tag added/removed, custom field changed, purchase, link clicked, date-based
- Actions: Add/remove tag, subscribe to sequence, move to step, send email, set custom field, create delay, send webhook
- Rules: If/else branching based on subscriber data
- Canvas: Visual drag-and-drop builder
Commerce
- Digital products: PDF, video, audio, zip — hosted on Kit
- Subscriptions: Recurring billing for paid newsletters or memberships
- Paid recommendations: Earn $1–$5+ per new subscriber referred from other creators
- Transaction fee: 0.6% on all sales (+ payment processor fees)
- Payment processors: Stripe (required for commerce)
Creator Recommendations
- How it works: After a subscriber confirms opt-in, Kit shows recommendations for other creators
- Paid recommendations: Creators can pay $1–$5+ per subscriber acquired through recommendations
- Free recommendations: Cross-promote with aligned creators at no cost
- Requirements: Active Kit account with growing list
Step 4 — Actionable guidance
Based on the user's question, provide step-by-step instructions with:
- Exact Kit UI navigation — tell them where to click (e.g., "Go to Automations → New Automation → choose trigger")
- Settings to configure — specific fields, values, toggles
- Plan requirements — flag if a feature requires Creator or Pro plan
- Verification steps — how to confirm it's working (send test, check automation log)
Common workflows
Set up a welcome sequence:
- Create a Sequence (Sequences → New Sequence)
- Write 3–7 emails with delays between each
- Create a Visual Automation: trigger = form subscribe → action = subscribe to sequence
- Test with a test subscriber
Sell a digital product:
- Go to Earn → Products → New Product
- Upload file, set price, write description
- Connect Stripe (required)
- Create a landing page or embed buy button in existing page
- Set up post-purchase automation: trigger = purchase → action = tag + thank-you sequence
Set up Creator Recommendations:
- Go to Grow → Recommendations
- Browse and select creators to recommend (free) or set a paid budget
- Recommendations appear on your confirmation page after opt-in
- Track new subscribers from recommendations in Analytics
Migrate from another platform:
- Export subscribers as CSV from old platform
- Go to Subscribers → Import subscribers
- Map CSV columns to Kit fields (email, first_name, tags)
- Re-create key automations in Visual Automations
- Update opt-in forms on your website to point to Kit forms
- Set up domain authentication (SPF/DKIM) for your sending domain
Gotchas
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
-
Free plan has no sequences or integrations — the Newsletter (free) plan only allows 1 visual automation, no sequences, no A/B testing, and no third-party integrations. Users hitting these limits need to upgrade to Creator ($33/mo). Don't suggest automation workflows to free-plan users without flagging this.
-
Kit ≠ ConvertKit in API URLs — the v4 API uses
but older v3 API used
. If a user has old integrations pointing to
, they still work but are deprecated. New integrations should use v4.
-
Email designer is intentionally minimal — Kit only has 3 email templates (Text-only, Classic, Modern). This is by design — Kit believes simple, text-forward emails perform better for creators. Don't suggest looking for more templates; instead, help users customize within the existing templates.
-
Commerce requires Stripe — Kit Commerce (digital products, paid newsletters) requires a connected Stripe account. PayPal is supported for some features but Stripe is mandatory for Commerce. Don't suggest setting up Commerce without confirming Stripe is connected.
-
Engagement scoring is Pro-only — subscriber engagement scoring and deliverability reporting are only available on the Pro plan ($66/mo). Don't reference these features for Creator-plan users.
Step 5 — Related skills
- — Cross-platform email marketing strategy (broadcasts, nurture sequences, automation across all tools)
- — Newsletter monetization strategy (paid subscriptions, sponsorships, premium tiers)
- — Audience growth strategy (lead magnets, cross-promotion, referral programs)
- — Digital product sales strategy (pricing, delivery, upsells across platforms)
- — Cross-platform deliverability (SPF/DKIM/DMARC, warmup, inbox placement)
- — Funnel strategy (landing pages, conversion optimization)
- — Checkout optimization (upsells, order bumps, payment plans)
- — Membership and course strategy
- — Connect Kit to CRM and other tools
- — Lead scoring models (engagement scoring strategy)
- — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
npx skills add sales-skills/sales --skills sales-do
Examples
Example 1: Setting up automations
User says: "How do I automatically tag subscribers who click a link in my broadcast?"
Skill does: Walks through creating a Visual Automation with a "link clicked" trigger → "add tag" action, with exact Kit UI steps
Result: User has a working automation that tags subscribers based on link clicks
Example 2: Selling a digital product
User says: "I want to sell my ebook through Kit"
Skill does: Guides through Commerce setup — Stripe connection, product creation, file upload, landing page, post-purchase automation
Result: User has a live product page with automated delivery and follow-up sequence
Example 3: Migrating from Mailchimp
User says: "I'm moving from Mailchimp to Kit, what do I need to do?"
Skill does: Provides migration checklist — CSV export/import, field mapping, automation recreation, form updates, domain re-authentication, and flags feature differences (Kit has fewer templates but better automation)
Result: User has a complete migration plan with no subscriber loss
Troubleshooting
Broadcasts showing low open rates
Symptom: Open rates dropped significantly after switching to Kit
Cause: Domain authentication not set up (SPF/DKIM/DMARC), or Apple MPP inflating previous platform's rates
Solution: Set up domain authentication in Settings → Email. Compare rates excluding Apple MPP opens. Use
for deeper diagnosis.
Automation not triggering
Symptom: Visual Automation exists but subscribers aren't flowing through it
Cause: Automation is paused, trigger form is inactive, or automation was created after subscribers already joined
Solution: Check automation status (must be "Live"). Verify the trigger form/tag is active. Note: automations don't retroactively process existing subscribers — only new events trigger them.
Commerce payments not working
Symptom: Product page loads but purchase fails or no payment option appears
Cause: Stripe not connected, or Stripe account not fully verified
Solution: Go to Earn → Settings → verify Stripe connection is active and Stripe account has completed onboarding (identity verification, bank account). Test with Stripe test mode first.