In-Depth ConvertKit Review – Is It Right For You?

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In this in-depth ConvertKit review I’m going to go through everything from pricing to features to help you work out if ConvertKit is right for you.

In this in-depth ConvertKit review, I’m going to go through everything from pricing to features and what makes CovertKit stand out from the rest. And I’m going to help you answer the question, “Is ConvertKit right for me?” I’ve used a lot of email service providers in the past, including Constant Contact, MailChimp, AWeber and most recently, Ontraport. But I’ve since moved over to ConvertKit and as we go through this review, you’ll see why.

I’ve also grown my subscriber base from 1,300 people to 13,000 people in the last 2 years in a small niche market about property investing in Australia. And I’ve created some pretty complex evergreen launch funnels so I know what I’m doing when it comes to email service providers and I know what features are important and what’s not.

In this ConvertKit review, I’m going to take you inside my account to show you exactly how ConvertKit works so you can work out whether it’s going to be right for you. Just a quick disclaimer that I am an affiliate of ConvertKit. So if you think that skews this review, then take this review with a grain of salt. However, please note that I am also an affiliate of a lot of other different email service providers as well who offer the same payouts as ConvertKit.

As we go through this review, you can check it out for yourself by going to or by going through my affiliate link at If you go through that affiliate link, it won’t cost you anything more. However, I do get a small commission for that and as a way of saying thank you for going through my affiliate link, I do want to offer you a free bonus. Just go to and you can get one of my paid products for free if you sign up through my affiliate link.

So, let’s get into it and look at what I think is the most important aspect to begin with and that is pricing. Now, their pricing starts from $29 per month for up to 1,000 subscribers. It’s then a sliding scale from there. You can go ahead and you can play with this tool. For 5,000 subscribers, it’s $79 a month. 10,000, it’s $119. $15,000, which is what I’m paying is $149 per month. And you can go ahead and you can slide up from there based on how many subscribers that you have.

This is very similar pricing to AWeber and MailChimp. ConvertKit is cheaper in some cases, slightly more expensive in other cases, but are basically evens out between them. They’re basically all the same price. And it’s much cheaper than something like Ontraport where you’re going to be paying $300 per month. And a lot, lot cheaper than Infusionsoft where you’re going to be paying upwards of $300 per month for that.

So when it comes to pricing, ConvertKit is more competitive than the more advanced email service providers like Ontraport and Infusionsoft. And their price-competitive with the more basic email service providers like AWeber, MailChimp, GetRespose and all of those ones. However, ConverKit has some features that put it above AWeber and MailChimp and make it more effective at sending out emails and getting conversions on those emails and we’ll talk through that in a second. So, when it comes to pricing, there’s really no reason I can see to not at least consider ConvertKit.

There’s a feature that every basic email service provider needs to have and that’s creating and sending emails and follow-up sequences – and ConvertKit does this really well. Once you’ve logged in to ConvertKit, manually sending out a broadcast to your list is really simple. We just go ahead and click on the Broadcast tab. We then go ahead and click on New Broadcast.

One of the features that makes ConvertKit better than AWeber and MailChimp and email service providers like that is the ability to add tags to your email subscribers. Based on these tags, or even the forms they filled out on the courses or the segments that they’re in, you can really segment your list for the broadcast that you’re sending out.

For example, I could send a different broadcast to my customers that I would send to, perhaps, my general list. So, what I can do is I can select the general people and let’s say I want to exclude customers in this case because I’m going to send this out to non-customers. I can just go ahead and exclude everyone with the Customer tag and go ahead and click Next. That’s something that you can’t really do with other email service providers. That ability to segment is really powerful.

Creating an email is really simple. You just put in your subject. Then, put in your content. I will quickly mention that one of the negatives of ConvertKit is that they don’t have many email templates at the moment. So you’ll either need to have your own html template that you can paste the code in, or you need to be happy sending out these basic text emails.

The email is now ready. I can test that by sending out an email to myself or I can actually preview it in the browser as well. You can send this email out immediately or you can delay it and send it out at a scheduled time – really easy to create those broadcast messages.

Creating the follow-up sequences is just as easy. You go to Courses, which is what they call follow-up sequences, and you click on the Create Course button. I’ll just name it, “Example 1 Course”. Now, the really great thing about the follow-up editor with ConvertKit is that they show you all the emails on the side here and you can edit them all together at once. It’s really to drag emails around, move things, edit things in here.

I can go ahead and edit this text. Whereas in other services, you would need to individually open a separate page for this email, go ahead edit it, save it, come back to the follow-up, go to the second email. You just have to jump back and forth a lot more. So this makes editing your follow-up sequence and understanding the sequence that you’re sending people through so much easier.

You can adjust the delays of the emails. So this one goes out one day after the last email. This one goes out two days after. This one goes out four days after. And you can also adjust when this course is sent out. So let’s say I only want to send out this follow-up sequence to subscribers on Monday and Thursday and I want my emails to go out at 8:00 AM in morning, I can go ahead and do that.

Once you’ve created a course and it’s been running for a while, you can then go through to Reports and you can see the open rates of each of those emails. How many people click through. How many it was sent out to and how many unsubscribed.

So creating and sending emails and follow-ups is really easy. Their autoresponder is, I think, one of the best in the industry. And creating broadcasts is really simple and you have the ability to segment people based on their tag or based on the form that they filled out on their webpage or based on the course that they’re currently in. And so, you can do that segmentations. So you can send out more targeted emails than you would be able to, otherwise.

The next thing that’s going to be really important is the ability to create sign up forms so people can sign up for your email list. Creating a form is very simple. You can go ahead and click Create Form. You can actually create a landing page with ConvertKit as well. So, if you want to send someone to a squeeze page, you can do that – which is really cool – or you can go ahead and create a form for your website.

You can see the different styles of forms. I’m just going to click this more advanced style here. I’ll just quickly show you in the settings you can go and change that form style at anytime. Or, you can show this form as Inline, which means it’s going to appear within your content, wherever you put the embed code. You can have it as Modal so it’s going to appear as a lightbox. Or, you can have it Slide In from the right-hand corner. So, if someone scrolls down your page, it can slide in and ask them to opt-in.

Editing your opt-in for is really easy. You can change the text. You can also go ahead and adjust the image if you want. One of the features that I love is that when someone has filled out your form and they then return to your website, you can continue to show the form, you can hide the form or you can actually show custom content, which I absolutely love. So you could show maybe a banner or a link to one of your products, now that they’re already an email subscriber. So this takes advantage of what would otherwise be dead space because they’re not going to sign up for your email list twice.

Another great feature with ConvertKit is the double opt-in email that you send out doesn’t have to be that boring, “Click this link to confirm your email address”. I can actually change this to, “Here’s your freebie. Click the link below to get it.” And they’ve got a button that says, “Get my freebie” and I can upload a file or I can actually change that to a URL and send them to a specific URL. And so, rather than them getting an email saying, “Please confirm our email address”.

They’ll get an email saying, “Here’s your freebie. Go ahead and click to get it.” And when they click it, they’ll get their freebie, but they’ll also be double opted-in to your email list. So it’s a much better experience. If you want single opt-ins as well, you can auto-confirm new members.

You also have the ability to add people to any follow-up sequence you want once they subscribe; and you can make that course mandatory if you want. Embedding the form is as simple as taking this little script and pasting it on to your website or you can do the full html as well if you want to customize it. You can also take this raw html code and put it into LeadPages. If you’re a LeadPages customer, then you can use ConvertKit with LeadPages.

For example, here’s my website. This is a LeadBox, it’s an image. When you click on it, it pops this up. If someone fills this out, they’ve then subscribed to my ConvertKit account and they go in there. The same as with this squeeze page; if they click on that, and they fill this out and click Reveal the Properties, they’ll then be subscribed to my email list in ConvertKit.

So creating sign up forms is really great. They’ve got some beautiful sign up forms there with the ability to show something else, like marketing a product for sale after someone has filled out a form. It also works with LeadPages, which is a big deal for me because all of my sign up forms are with LeadPages.

The thing that puts ConvertKit above the rest is the powerful automations that are built into the system. If you were to join something like AWeber, then once someone signs up for one list, that’s it. They’re on that list. You can’t move them between lists. You can’t tag them. If they take an action, you can’t do anything as a result. Whereas, with ConvertKit, you do have some powerful automations that you can do.

Let me quickly show you those. Inside ConvertKit, if we go to the Automation section, this is where you can create a whole bunch of different automations. We can go ahead and click Add Rule and we can see whenever someone subscribes to a course, we can also add a tag to them or we can create a broadcast draft or we can remove a tag. We can do all sorts of different things. What I love the best – I think the most useful ones – are when they complete a course, we can then subscribe them to another course or we can add a tag to them. Or, this one is the most powerful; when they click a link we can then subscribe them to a course.

We could also go ahead and add a tag for that user as well. So, let’s say someone clicks a link, they go into my product page. I’m just going to call it On Property Product and it’s my membership site, so

So, let’s say someone clicks a link to view my sales page. What I’m going to do is I’m going to add them to this launch funnel, which is then going to talk more about my membership site and encourage them to sign up. I’m also going to add a tag. I’ll just have the general tag for now, but ideally, I could add a tag to say that they’ve been through this funnel. Let’s go ahead and click Save Rule.

Now, when I go ahead and create a broadcast – let’s go ahead and go back to this broadcast that we were creating before. This is only going out to General. It’s not going out to customers. If I want to create a link in this broadcast, so we can see here, let’s create link to sales page from Ryan. If we go ahead and highlight this link, we can add a link trigger and we can see On Property Product here and we can go ahead and insert that link.

So I can put my content in here and a link. And now, that’s going to go out to my list of 12,500 recipients. If someone clicks that link, it tells me they’re actually slightly interested in my product and when they click that link, they’ll be added to another autoresponder sequence where it’ll talk more about my product. Share them some testimonials, encourage them to sign up.

So there’s some really powerful automations inside ConvertKit and they’re really easy to do. I used to be a member of Ontraport and managing your automations was just extremely difficult and very confusing. Whereas in ConvertKit, it’s made extremely simple.

The next that puts ConvertKit above the rest is the ability to tag your customers. So here’s one of my subscribers and if I go into the account, it shows all the tags that are associated with them. What you can do, let’s say I’ll delete some of these, is let’s say they become a customer or my membership site – that’s a Plus Customer. I can go ahead and just add that tag to them and then they’ll be associated with any emails that go out to Plus Customers and will now go out to this person.

I’ve actually got it set up in Zapier where when someone fills out a Stripe from or pays me via Stripe, they get tags added to them in ConvertKit. So, customer tagging is really powerful. I know they’re a customer and I know what products they purchased from me so I can adjust what emails I send them and don’t send them based on that.

Customer tagging is really powerful because you can then draw out segments. I only want to email people who bought a specific course from me or I want to email my list about that specific course, let’s exclude the people who have already purchased it so they’re not getting a sales message for something they’ve already purchased. So, tagging is very powerful.

So that basically covers my in-depth ConvertKit review. The basic requirements you’re going to need in any email marketing service is you need good pricing, which ConvertKit had. You need to be able to send broadcasts and follow-up sequences, which we are able to do within ConvertKit.

You need to be able to create sign up forms and to collect email addresses, which we can do in ConvertKit. Also, I can use LeadPages with ConvertKit, which is important to me. And they had that setting when someone fills out a form, I can then display something else to them, like a product advertisement or something like that.

There were some advanced features that ConvertKit had that sets it above your AWebers and your MailChimps of the world. The first one was the ability to tag your customers. So you can tag them based on whether they’re a customer or whether they’re not. Tag them based on the products that they’ve purchased or the courses they’ve gone through, etcetera. You can also move customers around between your different courses or follow-up sequences.

There’s the automations there. The one that I love the most is when they click a link, I can add them to an automatic follow-up sequence. And now, as well, ConvertKit is starting to be integrated into a lot of different platforms out there.

You can use them in LeadPages. You can use them in Zapier. LeadPages is about to create a new product called “Central”, which will have ConvertKit integration as well. And more and more people are starting to integrate with ConvertKit now because it is becoming really popular because it is such a great service.

The major negative of ConvertKit was the lack of email templates. So you would need to get some sort of html template that you could then paste into ConvertKit if you wanted to have a fancy-looking email and not just the plain text ones.

So there you have my in-depth ConvertKit review. So, what do you think? Is it right for you? If it is right for you, it’s really easy to import subscribers. You just export them as a .csv file from anywhere – from Aweber, MailChimp, all of those sort of guys. You just click Import Subscribers and then you can go ahead and put your .csv file in there and you can tag the people as you upload them. So, moving across to AWeber is really easy.

If you decide that, yup, I want to give ConvertKit a try, you can check it out for yourself. Go to or you can go through my affiliate link, which I really appreciate, at As I mentioned before, you won’t pay anything extra. However, I do get a small referral fee and it does help to fund this channel. If you go through my affiliate link, I would like to say thank you and give you a free bonus. You can go to in order to claim that bonus.

I hope that this review has been helpful for you and you can decide whether or not you’re going to give ConvertKit a try. They do have it’s either a 14 or a 30-day money back guarantee. So if you try it and it’s not for you, then you can get your money back, so highly recommended by me. I’ve moved through so many different email services as I’ve mentioned and I’ve ended up landing on ConvertKit and I’m absolutely in love with it. Again, the links – or for ConvertKit.

If this video was useful, don’t forget to give us a thumbs up so we can be seen by more people. You can get more tutorials and lessons like How to Create an Evergreen Launch Funnel using ConvertKit and much, much more over at my website, go to

Until next time, guys, keep learning.


  1. Sorry to write to you but, as you suggested, ConvertKit seem too busy to reply to issues.

    After several weeks of using it, I cannot see how to segment geographically. It is vital I can send emails to Australia at a different time of day to those I send to the USA. Is there a way to segment geographically? It seems the only information one stores is first name and email address.

    Also frustrating is that I don’t see how one can give the user a choice of newsletters to subscribe to in a single form. So if I have a newsletter about cats and another about dogs, I have to provide two forms, and people wanting both have to fill in both.

    Sorry to bother you dut I didn’t know where to turn in the absence of replies t many mails and support requests.

    1. In my experience there is no way to do either of the things you want to do. ConvertKit is great for segmenting your list but it lacks in a lot of areas, most specifically advanced features that come with many other software offerings.

      Sorry I couldn’t be of more help

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