How To Organize Your Email List In ConvertKit

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You may have heard by now that having an email is extremely important for your business. Although having a list with thousands of subscribers looks great, it’s only great if it’s set up to convert.

I’m sure you’re asking yourself, “What the heck does she mean by that?”

Having an organized email list is the key to having an effective list. Setting up tags and segments will be the primary reason your email list converts, rather than one that results in low open rates and low conversion rates.

Let’s start out by explaining what segments are..

In ConvertKit, Segments are the groups you put certain subscribers into based on certain rules. Having these segments allow you to talk to specific groups based on their interests.

For example, you may have a segment called Email Marketing that is full of email subscribers that have opted into an email marketing freebie on your website. You may also have another one called Pinterest that is full with email subscribers that have opted into a Pinterest freebie you promoted.

So now you’re at the stage where you want to promote your new email marketing webinar. This is where having segments comes in handy. You can set up an email sequence or broadcast that only goes to email subscribers in your email marketing segment. This eliminates other segments that have not shown any interest in that content and helps you to avoid that person from unsubscribing from your list.


Now, all the people who have shown interest in email marketing will be getting your emails on the topic and will continue to open them in order to keep learning more from you. By doing this you will see higher open rates and also higher click through rates on links within the email.

To sum it up… segments allow you to work smarter and cater to your subscribers interests.


So now you might be saying, “Wow that’s great, but how do I get these subscribers into segments?”

Now is when we talk about Tags.

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Tags are what are used to label your subscribers based on their interests. One subscriber can have multiple tags, allowing them to get all different kinds of emails based on their interests.

Segments organize tags by grouping them together. So like I was explaining earlier when you want to create your email marketing segment you choose all the people tagged Email Marketing. To get this tag added, you would set this up within the backend of ConvertKit.

In the Automations tab on the ConvertKit dashboard you would go into Rules to set up your tagging process. You will simply click Add Rule, select your trigger then select your action. It’s that simple!

Here’s an example..

You have an opt-in form for an email welcome sequence cheat sheet. You would select your trigger to be Subscribes To A Form and choose the name of the form that delivers that freebie. Then for your action you would select Add Tag and then choose which tag you would want, in this example it would be Email Marketing. Viola! You’re all set. This will automatically happen on the backend and you’ll never have to worry about it.

There’s plenty of more options and conditions for adding Tags that will help you to build and organize an effective email list. This is great for organizing people who purchase products from your site, who have shown interest in specific topics and who have signed up for different webinars.

Remember every subscriber is different and by tailoring to their interests, you’re going to be able to build a strong following. Once you get your backend set up and organized you’ll start to see the strength by seeing the increase in your open, click-through and conversion rates.

Have you begun to set up segments and tags for your email list?