Built with Kit
Live Troubleshooting & Event Flow Fix for Kit
Bev Feldman
Problem
In this hour-long session, we tackled two problems:
Problem #1: My client reused a single form inside of their Kit (formerly ConvertKit) account to hostly a monthly virtual meeting. Returning registrants weren’t being re-tagged or re-enrolled, so they missed confirmation and reminder emails. Double opt-in added confusion, and ad-hoc rules created brittle logic.
Problem #2: The client also wanted a simple onboarding experience for new subscribers without spamming long-time followers.
Process for Problem #1
Root-cause analysis (live):
Identified Kit behavior: form triggers fire once per subscriber; reusing the same form prevented downstream tag/sequence triggers for repeat signups.
Confirmed double opt-in was not the primary blocker; trigger reuse was.
Rule cleanup & re-architecture:
Consolidated two Rules into one: on form subscribe → add current-event tag → subscribe to sequence → unsubscribe from the form (so future signups can trigger again).
Enabled sequence setting: “Allow restart multiple times” only where appropriate; left Welcome to no restart to prevent repeats.
Backfill & QC:
Built a temporary Rule + tag to bulk-unsubscribe past registrants from the form, restoring the ability to trigger on future signups.
Verified deliverability quirks (security scanners auto-clicking)
Consent & UX recommendations:
Offered two paths: (a) explicit checkbox consent for newsletter, or (b) clear disclosure on the page/email if auto-subscribing.
Tightened copy on landing/thank-you emails and clarified double opt-in language.
Calendar/reminders approach:
Standardized on Broadcasts to the event tag for time-based reminders (more reliable than sequences for event dates).
Process for Problem #2
Welcome flow logic (visual automation):
New “Universal Welcome” automation: joins any form → check subscription date (exclude existing subscribers) → branch:
If registrant has the tag that they had signed up for the free monthly workshop, delay 1 day before sending Welcome (avoids same-day double sends).
Otherwise, send Welcome immediately.
Outcome / Results
Registrants now always receive the correct confirmation/reminder emails, even if they’ve attended past sessions.
Future signups retrigger properly (thanks to auto-unsubscribe from the form after each registration).
New subscribers get one, non-spammy Welcome; returning subscribers are suppressed from Welcome but still get event comms.
Reduced maintenance: fewer Rules, clearer tags, and an approach the client can replicate monthly without clutter.
“I started to feel less confident that the experience my people were having was what I wanted them to have, and a couple of people even said, ‘hey, how come I got this or that, I thought I was registering for a workshop.’ When I saw you were offering Power Hours I snagged one, because I didn’t want people to feel confused about what they were doing with me. You helped me figure out the specific thing I was trying to do, and now it’s easy to give my people the experience I want them to have. I feel confident that everything’s just taken care of and that my people are going to get treated the way I want them to be treated.”
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Posted Sep 25, 2025
Diagnose and fix event registration and design a lightweight, consent-aware welcome flow that won’t collide with monthly event reminders.
