At the end episode 116 of my favorite podcast, The Strategy Hour, the hosts were talking about how they needed to figure out when people subscribed to a list and how to remove them from contact lists.
- In particular, they wanted to be able to segment out people who hadn’t yet been a subscriber for 30 days, so they didn’t send hard pitch emails to them.
Now, I know those ladies use ConvertKit, and I immediately had to email them the solution to their problems. It can be done! You just have to think a bit outside the box.
And just in case others had the same dilemma, here are the solutions I sent to Abagail and Emylee.
Without ConvertKit’s New Beta Automation
1. Set up a 1-email sequence.
The day the one email should send is the time period you want to be able to exclude new members—1 month, 1 week, etc. In the example below I set up 30 days as Abagail first said in the series.
2. Set up a rule to give a 30 Day tag to anyone who completes the sequence.
After the rule is set up, add the 30 day tag to all of your current subscribers. That way when you want to send to 30 day + subscribers, it’ll catch people who signed up before you set up this rule.
3. Exclude people who already went through the process.
If you’re going to set up multiple forms or tags to the sequence, then be sure to go into the Settings and make sure it doesn’t send this email to anyone who already has the tag.
Now you can send emails only to people who have the 30-day tag on it. You can adjust this rule to work with newsletter subscribers or to work with every single form as well.
Protip: Want to tag them at 30 days, 60 days, 90 days, etc? Set up cascading sequences. Set up a rule that after the 30 day sequence, they automatically get enrolled in another sequence like the one above. Then when they complete tag sequence, they get a tag and enrolled in a new sequence.
The BETA ConvertKit Solution
In the new BETA ConvertKit just launched this week, you can set delays on actions. So you can add every Teachable purchase tag or form that you need, and add a delay and then add a 30 days tag.
Don’t forget to add the 30 day tag to all of your current subscribers before this is set up. That way when you want to send to 30 day + subscribers, it’ll catch people who signed up before you set up this rule.
Pro tip: Want to track more than 30 days? Set a series of delays to add 90 day tags, 1 year tags, etc!
And that’s it! It really is that simple. If you have any questions, I’m a ConvertKit Certified Expert and am happy to help you set up your lists, rules, and business systems.