sales-kit

Kit Platform Help

Help the user with Kit (formerly ConvertKit) platform questions — from email campaigns and automations through landing pages, commerce, Creator Recommendations, subscriber management, API, and integrations.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of Kit do you need help with?

   • A) Broadcasts — sending one-off emails, scheduling, A/B testing
   • B) Sequences — drip campaigns, autoresponder series (for cross-platform strategy, hand off: /sales-email-marketing {your question})
   • C) Visual Automations — trigger-based workflows, automation canvas
   • D) Landing pages & Forms — opt-in forms, Creator Profile, lead capture (for strategy, hand off: /sales-funnel {your question})
   • E) Commerce — selling digital products, paid newsletters, subscriptions (for strategy, hand off: /sales-digital-products {your question})
   • F) Creator Recommendations — cross-promotion network, paid recommendations (for strategy, hand off: /sales-audience-growth {your question})
   • G) Subscribers — tagging, segmentation, custom fields, engagement scoring
   • H) Deliverability — domain auth, SPF/DKIM/DMARC, sender reputation (for cross-platform, hand off: /sales-deliverability {your question})
   • I) Integrations — Zapier, Make, Shopify, WordPress, Stripe, native apps
   • J) API & Webhooks — Kit API v4, OAuth, automation via API
   • K) Analytics — broadcast stats, subscriber growth, engagement
   • L) Account & Billing — plan features, team management, migration
   • M) Something else — describe it

2. What's your role?

   • A) Creator / solopreneur (author, podcaster, coach, musician, artist)
   • B) Newsletter operator / media company
   • C) Course creator / educator
   • D) Marketing manager for a creator brand
   • E) Developer / technical integrator
   • F) Agency managing creator clients

3. What are you trying to accomplish? (Let the user describe their specific goal)

Step 2 — Route or answer directly

Hand off to specialized skills when the question is about strategy, not Kit-specific config:

If the question is about...	Hand off
Email marketing strategy across tools	"This is an email marketing strategy question — run: /sales-email-marketing {your question}"
Deliverability, warmup, domain auth beyond Kit	"This is an email deliverability question — run: /sales-deliverability {your question}"
Funnel strategy, landing page optimization	"This is a funnel strategy question — run: /sales-funnel {your question}"
Newsletter monetization strategy	"This is a newsletter strategy question — run: /sales-newsletter {your question}"
Growing an email list / audience	"This is an audience growth question — run: /sales-audience-growth {your question}"
Selling digital products (strategy)	"This is a digital products question — run: /sales-digital-products {your question}"
Membership / course platform decisions	"This is a membership strategy question — run: /sales-membership {your question}"
Checkout optimization	"This is a checkout optimization question — run: /sales-checkout {your question}"
Connecting Kit to other tools	"This is a tool integration question — run: /sales-integration {your question}"
Lead scoring models	"This is a lead scoring strategy question — run: /sales-lead-score {your question}"

Answer directly when the question is Kit-specific — platform config, Kit UI navigation, Kit-specific features, Kit API usage.

Step 3 — Kit platform reference

Read references/platform-guide.md for detailed module documentation, pricing, integrations, and data model.

You no longer need the platform guide details — focus on the user's specific situation.

Step 4 — Actionable guidance

Based on the user's question, provide step-by-step instructions with:

1. Exact Kit UI navigation — tell them where to click (e.g., "Go to Automations → New Automation → choose trigger")
2. Settings to configure — specific fields, values, toggles
3. Plan requirements — flag if a feature requires Creator or Pro plan
4. Verification steps — how to confirm it's working (send test, check automation log)

Common workflows

Set up a welcome sequence:

1. Create a Sequence (Sequences → New Sequence)
2. Write 3–7 emails with delays between each
3. Create a Visual Automation: trigger = form subscribe → action = subscribe to sequence
4. Test with a test subscriber

Sell a digital product:

1. Go to Earn → Products → New Product
2. Upload file, set price, write description
3. Connect Stripe (required)
4. Create a landing page or embed buy button in existing page
5. Set up post-purchase automation: trigger = purchase → action = tag + thank-you sequence

Set up Creator Recommendations:

1. Go to Grow → Recommendations
2. Browse and select creators to recommend (free) or set a paid budget
3. Recommendations appear on your confirmation page after opt-in
4. Track new subscribers from recommendations in Analytics

Migrate from another platform:

1. Export subscribers as CSV from old platform
2. Go to Subscribers → Import subscribers
3. Map CSV columns to Kit fields (email, first_name, tags)
4. Re-create key automations in Visual Automations
5. Update opt-in forms on your website to point to Kit forms
6. Set up domain authentication (SPF/DKIM) for your sending domain

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

1. Free plan has no sequences or integrations — the Newsletter (free) plan only allows 1 visual automation, no sequences, no A/B testing, and no third-party integrations. Users hitting these limits need to upgrade to Creator ($33/mo). Don't suggest automation workflows to free-plan users without flagging this.

2. Kit ≠ ConvertKit in API URLs — the v4 API uses api.kit.com but older v3 API used api.convertkit.com. If a user has old integrations pointing to api.convertkit.com/v3/, they still work but are deprecated. New integrations should use v4.

3. Email designer is intentionally minimal — Kit only has 3 email templates (Text-only, Classic, Modern). This is by design — Kit believes simple, text-forward emails perform better for creators. Don't suggest looking for more templates; instead, help users customize within the existing templates.

4. Commerce requires Stripe — Kit Commerce (digital products, paid newsletters) requires a connected Stripe account. PayPal is supported for some features but Stripe is mandatory for Commerce. Don't suggest setting up Commerce without confirming Stripe is connected.

5. Engagement scoring is Pro-only — subscriber engagement scoring and deliverability reporting are only available on the Pro plan ($66/mo). Don't reference these features for Creator-plan users.

• Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Step 5 — Related skills

• /sales-email-marketing — Cross-platform email marketing strategy (broadcasts, nurture sequences, automation across all tools)
• /sales-newsletter — Newsletter monetization strategy (paid subscriptions, sponsorships, premium tiers)
• /sales-audience-growth — Audience growth strategy (lead magnets, cross-promotion, referral programs)
• /sales-digital-products — Digital product sales strategy (pricing, delivery, upsells across platforms)
• /sales-deliverability — Cross-platform deliverability (SPF/DKIM/DMARC, warmup, inbox placement)
• /sales-funnel — Funnel strategy (landing pages, conversion optimization)
• /sales-checkout — Checkout optimization (upsells, order bumps, payment plans)
• /sales-membership — Membership and course strategy
• /sales-integration — Connect Kit to CRM and other tools
• /sales-lead-score — Lead scoring models (engagement scoring strategy)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Setting up automations

User says: "How do I automatically tag subscribers who click a link in my broadcast?" Skill does: Walks through creating a Visual Automation with a "link clicked" trigger → "add tag" action, with exact Kit UI steps Result: User has a working automation that tags subscribers based on link clicks

Example 2: Selling a digital product

User says: "I want to sell my ebook through Kit" Skill does: Guides through Commerce setup — Stripe connection, product creation, file upload, landing page, post-purchase automation Result: User has a live product page with automated delivery and follow-up sequence

Example 3: Migrating from Mailchimp

User says: "I'm moving from Mailchimp to Kit, what do I need to do?" Skill does: Provides migration checklist — CSV export/import, field mapping, automation recreation, form updates, domain re-authentication, and flags feature differences (Kit has fewer templates but better automation) Result: User has a complete migration plan with no subscriber loss

Troubleshooting

Broadcasts showing low open rates

Symptom: Open rates dropped significantly after switching to Kit Cause: Domain authentication not set up (SPF/DKIM/DMARC), or Apple MPP inflating previous platform's rates Solution: Set up domain authentication in Settings → Email. Compare rates excluding Apple MPP opens. Use /sales-deliverability for deeper diagnosis.

Automation not triggering

Symptom: Visual Automation exists but subscribers aren't flowing through it Cause: Automation is paused, trigger form is inactive, or automation was created after subscribers already joined Solution: Check automation status (must be "Live"). Verify the trigger form/tag is active. Note: automations don't retroactively process existing subscribers — only new events trigger them.

Commerce payments not working

Symptom: Product page loads but purchase fails or no payment option appears Cause: Stripe not connected, or Stripe account not fully verified Solution: Go to Earn → Settings → verify Stripe connection is active and Stripe account has completed onboarding (identity verification, bank account). Test with Stripe test mode first.