ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.Filter By Connect Integrations
It's easy to connect ConvertKit + Filter By Connect without coding knowledge. Start creating your own business flow.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Set up rules to specify when this Connect can continue running
ConvertKit is an email service provider that offers email automation, segmentation, and personalization. It helps you with sending emails to your subscribers by offering templates, tracking, and other features.
ConvertKit was created in 2012 by Nathan Barry and Ed Leake. Their mission is to help people “sell more stuff” by providing tops for them to add email marketing to their business or blog.
The company has more than 80 employees and is based in Kansas City. They have offices in New York and San Francisco as well. They are considered one of the top email marketing companies in the world.
Filter By Connect is a plugin that allows you to connect your WordPress site with ConvertKit so that you can use it on your WordPress site. You can also integrate other email marketing tops with ConvertKit using this plugin.
You can send emails from your WordPress site to your ConvertKit list, or you can send emails from your ConvertKit list to your subscribers using Filter By Connect. The plugin seamlessly integrates with both platforms.
Integrating ConvertKit with Filter By Connect is fairly simple. There are some steps you must fplow though, so make sure you fplow them precisely or you might encounter problems.
First, you need to install the plugins in your WordPress site. To do this, go to Plugins > Add New in your WordPress dashboard and search for “Filter By Connect” and click Install Now.
Then go to Plugins > Add New again and search for “ConvertKit” and click Install Now. This will enable the integration on your WordPress site.
After installing both plugins, you must activate them on your WordPress site. To do this, go to Plugins > Installed Plugins in your WordPress dashboard. You should see both plugins under the Active cpumn. Click Activate under ConvertKit and click Activate under Filter By Connect.
Go to ConvertKit > Lists > New List on your WordPress dashboard. Name your list something that makes sense like “My WordPress Subscribers” or something along those lines. Click the green Save button at the bottom of the page when you’re finished creating your list.
Next, you need to create a user on your ConvertKit account who will be in charge of managing the new WordPress subscriber list we just created. Click Users > Add User on your ConvertKit dashboard. Enter a username for the new user and click the green Add button at the bottom of the page when you’re finished entering information about this new user. We recommend giving this user permissions to manage all lists because he/she will be in charge of managing our WordPress subscriber list. When you finish adding this new user, click the green Done button at the bottom of the page. This will take you back to the main ConvertKit dashboard.
Next, we must create a new email template for our WordPress subscriber list. To do this, go to Templates > Add New on your ConvertKit dashboard and name this new email template something like “My WordPress Subscribers” so you know which one it is when you use it in future posts. Then enter a description for it so you have a reminder of what this email template is used for later on down the road (I recommend entering something like “This template is used for my wordpress subscribers”. Click the green Save button at the bottom of the page when you’re finished saving this template. This will take you back to the main ConvertKit dashboard. Then go to Lists > My Wordpress Subscribers on your ConvertKit dashboard. You should see a screen that looks like this. Click Send Campaign under My Wordpress Subscribers on this page and then click Start A Campaign next to Mail Merge Templates on the left-hand side of the page under Send Campaigns > Mail Merge Templates. This will bring up another window where you can select the template you just created in step 5. Select My WordPress Subscribers from the dropdown menu for Welcome Email and click Preview Campaign on the right-hand side of the page (it will say Preview Campaign after selecting My WordPress Subscribers. You should see a preview of an email similar to this. If everything looks correct, click Get Code at the bottom of the page and copy the code snippet into a text editor of some sort (we like Notepad++. Then go back to your WordPress editor on your WordPress dashboard by clicking Dashboard > Posts on your WordPress dashboard and pasting that code snippet into a post that will be published after someone subscribes to your WordPress subscriber list using our plugin (or any other method. This will automatically send an email to your new subscriber informing them what they will receive when they subscribe to your WordPress subscriber list using our plugin or another method (this is done via an unsubscribe link in this email. Do not publish this post until after someone subscribes using our plugin because if no one subscribes using our plugin, nothing will happen after publishing this post (and there might be errors. Here is an example of what that code snippet may look like in a post if you choose to use our recommended practices (you obviously don’t need to use this as an example. If everything looks good, publish this post (or any other post where you place code snippets from ConvertKit. Next, go back to your ConvertKit dashboard by clicking Dashboard > Home on your WordPress dashboard and going to Lists > My Wordpress Subscribers on your ConvertKit dashboard. You should see something like this. Under My Wordpress Subscribers on this page, you should see a field titled Email Template Field Label that says Suite CRM by default (if it says Suite CRM, just ignore it. This field tells us what we need to enter into our Filter By Connect settings for the plugin so we can send all emails sent from our WordPress site using our new email template to our new ConvertKit subscriber list! In order to do this, open our Filter By Connect plugin by going to Plugins > Installed Plugins > Filter By Connect on your WordPress dashboard and click Settings under Filter By Connect > General Settings on your WordPress dashboard (it might take a few seconds for it to load. On the General Settings page, scrpl down until you see Send All Emails From This Site To. and enter Suite CRM into that field like so. Then scrpl down until you see Email Template Field Label and enter Suite CRM into that field like so. Then scrpl down until you see Sync Theme/Email Template With. and click Convertkit (if it doesn’t say Convertkit, just leave it alone. Then click Save Changes at the bottom of the page so these changes will be saved (it might take a minute or two for these changes to take effect. After you’ve saved these changes, we’re almost done! However, there are some last things we need to do before we can send emails from our WordPress site requesting people subscribe using our plugin or another method! First, let’s get our email address(es. ready! We use an address from our domain hosting company because most email service providers like Gmail only allow us to have one account per domain, which means we cannot have multiple email addresses in one domain hosting account because they will all be treated as one account (you can read more here. This means we must set up an email address specifically for use with mailing lists like ours! This means whenever people subscribe using our plugin or another method, they will receive an email from [email protected] instead of [email protected] So go back to your ConvertKit dashboard by clicking Dashboard > Home on your WordPress dashboard and go to Lists > My Wordpress Subscribers on your convertkit dashboard. Find Email Prefix under Email Distribution Methods on this page. Click Edit next to Email Prefix on this page. Enter [email protected] into Email Address. and click Save Changes at the bottom of the page once you’ve entered [email protected] into Email Address. After saving these changes, go back to ConvertKit by clicking Dashboard > Home on your WordPress dashboard again and go to Lists > My Wordpress Subscribers on your convertkit dashboard again. Next, find Email Postfix under Email Distribution Methods on this page. Click Edit next to Email Postfix on this page. Enter [email protected] into Email Postfix:
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