How I use ConvertKit automation to save time and increase revenue for my online business. Learn these helpful email marketing hacks to make more money from your small business or blog on autopilot!

Raise your hand if you could use a few more hours in your week to work more / sleep more / binge watch Netflix more?

Raises hand.

I don’t know about you, but as a busy solopreneur I’m always looking for ways to save time – because there are always more things on my to-do list (also I really, really enjoy naps). I’ve shared 5 ways to save time on social media + 5 tips to save time creating blog posts and today I’m sharing 5 ConvertKit automation rules that save time AND increase my revenue!

AUTOMATION VS. SCHEDULING

A quick note – something that really bothers me is when people confuse scheduling with automation.

In relation to online marketing – scheduling means you’re doing the work / creating or curating the content and setting it up to publish or be shared at a later time. Scheduling saves time because it reduces context switching, allows you to batch related tasks, and prevents you from having to keep up with #allthethings throughout each day.

Automation, on the other hand, means setting something up once so it’s done automatically over and over again. It’s the best form of set it and forget it (i.e. a busy solopreneur’s favorite thing)!

For example, adding tweets to your Hootsuite publisher is scheduling. Adding tweets to your Edgar library is automation because they get shared over and over again. Similarly, adding pins to your Tailwind queue is scheduling, setting up pins to “loop” on Boardbooster is automation.

Moving on…

WHY AUTOMATE?

It saves time – If I have the choice to manually do something over and over again or set it up once to run on autopilot – I’m probably going to pick autopilot. There are only so many hours in the day and there are a lot of other things I want to do with them #timeismoney

It streamlines workflow – There are probably a ton of “small” things that need to happen on a regular basis to keep your business rolling along, but it’s easy for “small” things to slip through the cracks unless there is a real system in place for getting them done. Automating these little things can not only make your life easier, but it will also ensure that they always get done!

It increases sales opportunities – Most people don’t have time to be consistently promoting their products / services, consistently following up with leads, or consistently sending sales pitches. Except everyone does, IF you use automation! There are a lot of different things you can automate in your online business, but in this post I want to specifically talk about how I use email automation to save time AND increase my revenue!

Free guide to creating irresistible email opt-in freebies

EMAIL AUTOMATION WITH CONVERTKIT

Since last Fall, I’ve used ConvertKit as my email marketing service (you can reach why I switched from MailChimp to ConvertKit in this post) – it’s not a perfect system but it makes a lot of things really easy to do – including automation! I have over 50 different automation rules set up (mostly because I have a lot of different opt-in forms), but here are a few examples of automations that not only save time, but also increase my revenue on autopilot!

Opt-in to free resource >> Add to email sequence

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When people download my free stock photos, they automatically get added to an email sequence that introduces them to the Styled Stock Society (paid membership) and invites them to join. Over 15% of people who receive these emails click through to learn more about the Styled Stock Society and over 10% end up becoming members – all because I set up a simple email sequence that works on autopilot!

I have similar sequences set up for any opt-ins that related to paid products – for example, if someone downloads my Ultimate Guide to Hashtags, they get added to an email sequence that eventually introduces them to my Instagram course. They keyword there is eventually – if someone is new-to-me, they’re likely to purchase a paid course right away. I think it’s important to provide a lot of value through free content before earning the right to sell to someone (I have a free Instagram course, free Instagram challenge, 6 value-packed blog posts, and have held several free Instagram webinars).

If you have any sort of evergreen product / course / membership program – having an email sequence in place is SO important if you want to make consistent sales!

Opt-in to free resource >> Add interest tag

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Your email list is only good if it’s targeted – you can have 5,000 people on your list who opted in because they wanted free stock photos, but if you are trying to sell them mindset coaching, I’m guessing that not many people on that list are going to sign up! To keep track of who is interested in what on my email list, I have several rules set up to auto tag subscribers when opt-in to various lead magnets. Since ConvertKit is subscriber-based and not list-based (like Mailchimp), this is an easy way to filter my subscribers based on interest so I can share relevant content with them.

Click a link >> Add interest tag

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Another way I use automation rules to determine subscriber interests is by setting up “link triggers” so that when someone clicks on a link in an email, a tag is automatically added. In this example, anyone who clicked on a link to my Glam Your Glam sales page in an email gets tagged because (I assume) clicking on that link indicates they are potentially interested in the course. From there, I might decide to send anyone who is tagged with a particular product interest a special offer or I might add them to a different email sequence. It’s another layer of targeting that can be particularly helpful during a launch period when I don’t want to annoy everyone with sales emails.

Purchase a product >> Remove from funnel

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Speaking of not annoying people with emails, I also set up automations so that when someone makes a purchase as a result of an email sequence, they get removed from the sequence so that they don’t continue to get sales emails. In this example, anyone who enrolls in Glam Your ‘Gram is removed from my Instagram funnel so I don’t continue to pitch them the course. ConvertKit easily integrates with Teachable (where I host my courses) and SendOwl (what I use for digital products / memberships) so it’s easy to automatically tag customers as well!

Opt-in to a free / low-priced offer >> Offer a paid upgrade

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Last but not least, I also use automation to offer “upsells” to any offer where there are multiple price points. For example, when someone joins my free Instagram challenge, they receive a welcome email that also reminds them that they can upgrade for a small fee to get immediate access to all 14 challenge lessons right away. Approximately 5% who join the free challenge decide to upgrade to the FAST TRACK version, so that’s a nice little revenue stream that works on autopilot!

So those are just a few automation rules that I have set up to save time and drive more revenue, but there are so many other possibilities! Here’s a screenshot of some of the other possible combinations you can set up using ConvertKit:

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I’d love to hear how you’re using automation to save time in your business, and if you have any questions about ConvertKit automation – let me know in the comments! 

Free guide to creating irresistible email opt-in freebies