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:
- 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
- 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
- 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:
- Exact Kit UI navigation — tell them where to click (e.g., "Go to Automations → New Automation → choose trigger")
- Settings to configure — specific fields, values, toggles
- Plan requirements — flag if a feature requires Creator or Pro plan
- Verification steps — how to confirm it's working (send test, check automation log)
Common workflows
Set up a welcome sequence:
- Create a Sequence (Sequences → New Sequence)
- Write 3–7 emails with delays between each
- Create a Visual Automation: trigger = form subscribe → action = subscribe to sequence
- Test with a test subscriber
Sell a digital product:
- Go to Earn → Products → New Product
- Upload file, set price, write description
- Connect Stripe (required)
- Create a landing page or embed buy button in existing page
- Set up post-purchase automation: trigger = purchase → action = tag + thank-you sequence
Set up Creator Recommendations:
- Go to Grow → Recommendations
- Browse and select creators to recommend (free) or set a paid budget
- Recommendations appear on your confirmation page after opt-in
- Track new subscribers from recommendations in Analytics
Migrate from another platform:
- Export subscribers as CSV from old platform
- Go to Subscribers → Import subscribers
- Map CSV columns to Kit fields (email, first_name, tags)
- Re-create key automations in Visual Automations
- Update opt-in forms on your website to point to Kit forms
- 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.*
- 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.
- Kit ≠ ConvertKit in API URLs — the v4 API uses
api.kit.combut older v3 API usedapi.convertkit.com. If a user has old integrations pointing toapi.convertkit.com/v3/, they still work but are deprecated. New integrations should use v4. - 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.
- 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.
- 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.mdwith 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.