ConvertKit (now Kit) fundamentals for beginners – 2025 by Thalita Milan

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ConvertKit (now Kit) fundamentals for beginners – 2025

The most up-to-date course on ConvertKit (now Kit). Learn Email Marketing, Drip Campaigns, and more with a Kit expert!

What you’ll learn

• Master all of Kit’s (formerly ConvertKit) essential features to communicate with customers, market effectively, and set your business up for success.
• Learn how to create and set up a Kit (formerly ConvertKit) account for email marketing success.
• Master the fundamentals of Kit (formerly ConvertKit) navigation, features, and key terminology.
• Learn to migrate customer data, create subscribers, and organize your email lists in Kit (formerly ConvertKit).
• Discover how to create forms, landing pages, and email sequences with Kit (formerly ConvertKit).
• Implement automation, segmentation, and advanced marketing strategies in Kit (formerly ConvertKit).

Course content

10 sections • 39 lectures • 3h 14m total length

Introduction

• Quick tips to improve your learning experience

Kit (formerly ConvertKit) introduction fundamentals

• How to create a Kit account
• Kit navigation menu overview
• Kit terminology (what are subscribers, automations, sequences, etc)

How to set up a Kit (formerly ConvertKit) account

• Introduction to account setup
• Login, notifications, and general settings.
• Email & domain settings
• How to connect an email sending domain & a custom domain with Kit
• Payment, team and advanced settings

How to add your email list to Kit (formerly ConvertKit)

• Intro to data migration
• How to manually create a subscriber inside Kit
• Practice manually creating a subscriber
• How to work with custom fields inside Kit
• Practice creating custom fields
• How to import your email list into Kit
• Practice importing a contacts file
• How to sync Kit with other CRM or data hosting tools

Do your marketing with Kit (formerly ConvertKit)

• Introduction to marketing features inside Kit
• How to create a form inside Kit
• Form settings & publishing
• How to embed a Kit form into an external page
• Practice creating a form
• Learn to create landing pages inside Kit
• [Optional) – Watch me create a landing page from scratch inside Kit

Selling products and services with Kit

• Integrate Kit with ecommerce platforms such as Shopify, Woocommerce, and others
• Using Kit as your main platform for selling products or services
• (Optional) – How to use Kit & Thrivecart to sell your online courses

Lead Segmentation with Kit – Learn to work with tags, segments, and more!

• Intro to Lead Segmentation
• A quick visual guide to help you understand Lead Segmentation
• How to create Tags inside Kit
• Practice using tags for Lead Segmentation
• Learn how to create a simple segment based on a tag
• Explore different types of segments you can create inside Kit
• Create a segment with multiple types of criteria
• Practice creating Segments

Kit for email marketing – Communicate with customers using Kit

• How to create Broadcasts for your newsletters and one-off emails
• Learn to create email templates inside Kit
• How to create email sequences inside Kit
• A quick look at sequence settings
• Practice creating a fictional broadcast
• Practice creating email sequences

Kit Automation & Email Automation

• Intro to Marketing Automation
• Learn about the 2 main elements of Kit’s visual automations – Triggers & Actions
• Practice automating an email sequence
• What are events inside Kit’s visual automations?
• How to add conditions to your visual automations inside Kit
• Practice creating automations with multiple journeys (conditions)
• How to use automated rules inside Kit (If this/then that)
• Practice creating “If this/then that” rules

BONUS section

• BONUS lecture

Requirements

• No prerequisites apart from having access to a Kit account

Description

Ready to upgrade your email marketing and automation game? Whether you’re a business owner, blogger, solo entrepreneur, or digital marketer, this course will guide you step by step to mastering Kit (formerly ConvertKit).

Why is Kit considered one of the most effective tools for email campaigns and workflow automation? And how can you apply it to expand your audience, streamline campaigns, and scale your business with less effort?

Inside this program, you’ll get a complete walkthrough of Kit’s core functions—from account setup and email sequences to automation workflows and even selling products directly through the platform.

What You’ll Learn:

• Account Setup: Discover how to create and customize your Kit account with settings for email, domain, payments, teams, and advanced options.
• Email List Management: Learn how to import contacts, add subscribers manually, and use custom fields to keep your list well-structured.
• Lead Segmentation: Gain skills in tagging, building segments, and applying advanced segmentation to target specific groups effectively.
• Email Marketing: Design professional templates, send newsletters or broadcasts, and create automated drip campaigns with ease.
• Kit Marketing Features: Build forms and landing pages to capture leads, and embed them on external websites for seamless integration.
• Marketing Automation: Explore visual automations—master triggers, actions, and conditions to create workflows with multiple paths and “if/then” rules.
• Selling with Kit: Connect with platforms like Shopify or Thrivecart, or use Kit directly to sell your digital or physical products.
• Advanced Tools and Integrations: Extend Kit’s functionality by syncing with CRMs and other apps.
• Practical Assignments: Practice with real-world tasks such as setting up subscribers, forms, segments, automations, and landing pages.

Who Is This Course For?

• Bloggers, creators, and solopreneurs who want to engage their audience more effectively.
• Entrepreneurs and small business owners seeking to simplify their marketing systems.
• Marketers eager to master Kit for email automation and precise segmentation.
• Anyone interested in switching to Kit and leveraging it to grow their online presence.

What Sets This Course Apart?

This is the most current Kit training available, launched in January 2025, covering the latest tools and best practices.

The lessons are highly practical, featuring real use cases and step-by-step tasks so you can implement what you learn immediately. By completing assignments such as building templates, managing tags, or automating workflows, you’ll gain both confidence and technical skill.

As a best-selling instructor with more than 15,000 students worldwide, I’ve helped businesses implement automation strategies that deliver measurable results. Now I’ve designed this comprehensive Kit course to do the same for you.

Here’s what one student shared:

“I just completed the course—and all I can say is WOW! Extremely helpful for entrepreneurs, consultants (like myself), and small businesses. Thalita managed to deliver her deep knowledge with clarity and precision. The course is simple to follow and easy to apply.” – Tamara Biljman, Content Strategist

Who This Course Is For:

• Entrepreneurs and small business owners aiming to grow with email marketing.
• Content creators, bloggers, and solopreneurs looking to strengthen audience relationships.
• Marketers wanting to refine automation, segmentation, and campaign strategy.
• Anyone migrating to Kit to market and sell products or services more effectively.

Instructor

Thalita Milan | Marketing Automation & HubSpot expert

HubSpot expert | Marketing Automation Consultant

Hi, I’m Thalita. I’m a Marketing Automaton enthusiast with 14+ years of experience in Digital Marketing. I’ve been working as an independent HubSpot consultant & trainer since 2018. I’ve helped more than 4000 people learn HubSpot for their jobs and businesses.

I love helping professionals upskill and businesses scale through Marketing Automation. When not working, I love climbing, hiking, and all things outdoors.

Please note that I am an independent HubSpot Consultant and my courses and services are not verified or endorsed by HubSpot Inc.