How to Run Sequence for a Subscriber Again in Convertkit

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How to transport a ConvertKit sequence to a subscriber again (automatically!) was updated 25th September 2019. In that location are new Steps 4 & 5 that you lot need to add for this to work.

The scenario: Y'all've got a 5 day evergreen claiming freebie opt-in.

Betty signs up in February and receives the 5 day challenge sequence. She does the first ii days, and so something else comes up in her life and she stops opening the emails.

At present information technology'due south July and Bettyactually wants to do the challenge over again… only she tin't find any of the emails in her inbox. She signs up again.

Goose egg happens.

She emails you lot and asks how she can get the claiming emails once more.

The Trouble

ConvertKit just sends each sequence to each subscriber/email address once.

Unsatisfactory Solutions

• Contact ConvertKit support and see if they can send information technology to her again (time consuming and not always possible)
• Delete her electronic mail address and re-add information technology (losing all the subscriber information about her)
• Duplicate the sequence and subscribe Betty to it (works, just has to be done manually).

The All-time Solution To Send A ConvertKit Sequence To A Subscriber Again (automatically!)

Step one. Duplicate the Sequence.
(Sequence → Settings → Duplicate This Sequence)

Stride 2. Name the original 'one' and the duplicate '2'.

Step 3. Prepare up a visual automation workflow like so:

Step four. Create a dominion that unsubscribes them from the form equally before long equally they bring together the grade. This means that when they sign up again in future, information technology'll trigger the visual automation again.

Step 5.

If this is a new form, then y'all're all good with Steps 1-iv.
If this a course that already had subscribers, and so you'll also demand to unsubscribe all existing subscribers from the form.

• Create a tag: Unsubscribe from Grade
• Create a dominion so that when the tag is added, they're unsubscribed from the form.

• Create a segment of everyone subscribed to that form.
• Click into the segment → select all subscribers → bulk actions → add tag (Unsubscribe from Grade).
• This will then trigger the rule to run and all those subscribers to exist unsubscribed from the Grade.
• Once they've been unsubscribed, yous can go ahead and delete the tag, dominion and segment.

How information technology works

They sign upwardly for the challenge through a form.

They enter the visual automation.

ConvertKit then checks to encounter if they already have the tag that indicates they've previously received the challenge.

• If they do – it sends them the 2nd version of the claiming sequence
• If they don't – it sends them the 1st version of the claiming sequence, and then tags them that they've completed it.

Voila! Betty can sign up once again in July and will automatically receive the claiming sequence again. Happy subscribers and an unbothered yous!

Additional Notes

• Subscribers are immediately unsubscribed from the form as soon as they sign up, and then you lot'll want to brand sure you're tagging that subscribers did sign upward to that course, otherwise you won't have any tape of that in ConvertKit.
• Equally we're having to immediately unsubscribe them from the form, sadly they won't show in the graph on the Landing Pages & Forms folio ?
• Information technology's possible to set this up with a third copy of the sequence. Yous add an boosted condition under the 'yes' branch of the start condition, and tag them with another tag when they consummate the second version of the sequence.
• Incentive emails should ship every time a subscriber subscribes to a form, then if information technology's a PDF or something, that's probably your best bet for commitment as opposed to in a sequence.
• Y'all tin trigger the visual automation with a tag instead of a course, simply as in Step 4, yous'll need to remove the tag from them if you want it beingness added over again to trigger them inbound the visual automation over again.
• This method can easily be combined with my 'In Sequence' Segments (which I employ to keep track of who is currently going through a sequence).
• This method may not work so effectively for super long sequences (as they may try and sign upwardly again before they've finished the commencement time). For this reason I don't recommend yous exercise it for welcome/nurture sequences that last weeks or months, just only for shorter challenges/e-courses, etc).

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Source: https://elizabethgoddard.co.uk/send-convertkit-sequence-again-to-subscriber-automatically/

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