If you have multiple lead magnets or freebies that you use to build your list, you will need to know how to copy automations in ConvertKit*.
The problem is if you copy your automation and go to edit the email sequence within the automation, it will alter that email sequence in every automation that it appears in.
There are a few things you will need to do before copying your automation in order to avoid this issue.
Written Instructions for How to Copy Automations in ConvertKit
Step 1: Create a new tag to correspond with the new lead magnet. You can do this under Grow -> Subscribers.
If you’re curious about why I add a new tag for each lead magnet, learn more about how to use ConvertKit like a CRM here.
Step 2: Create a new landing page, form or pop-up. This is also under Grow -> Landing Pages & Forms.
I have a video showing you how to create a new form here.
Step 3: Go to Send -> Sequences and duplicate the email sequence that you are using in the lead magnet delivery automation that you would like to copy. You can duplicate the sequence by clicking on it and opening up the Settings window.
Make sure you rename the sequence so that you can differentiate it from the original.
Step 4: Now you’re ready to copy the automation. Go to automations and using the 3 dots in the top right corner of the automation you would like to copy, select Duplicate.
Step 5: Change the entry point to the automation to the new form that you set up.
Step 6: Switch out or add the new tag.
Step 7: Switch out the email sequence so that it is the copy version you just created. Now you can edit away without altering the emails in the original automation!
Easy video below 👇
Best of luck! Xx, Kara
Ready for more?
As always, I’m available to help troubleshoot or implement the tech pieces of your business
Send an email ➡️ firstname.lastname@example.org
Request a quote ➡️ https://www.kcocreative.com/quote-your-project/
Book a free exploratory call ➡️ https://www.kcocreative.com/exploration-call/
All the FREEBIES ➡️ https://www.kcocreative.com/freebies/
Biz help for freelancers ➡️ https://www.kcocreative.com/for-freelancers/
Skillshare courses ➡️ https://www.kcocreative.com/skillshare-course/
Get started with ConvertKit ➡️ https://www.kcocreative.com/convertkit*
*Affiliate links! I only promote services that I have used myself, regardless of whether I have an affiliate account with them, and using affiliate links when available helps me to continue to provide useful information at no cost to my viewers/readers/peeps. Thank you 🥰