How do I sign up and explore the dashboard?

# Sign Up for Kit 1. Visit [kit.com](https://kit.com/) and select the free Newsletter plan. 2. Enter your email, create a password, and complete signup. 3. Verify your email address via the confirmation link. # Navigate the Dashboard - **Grow tab**: Access Landing Pages & Forms, Subscribers. - **Automate tab**: View Automations, Sequences. - **Engage tab**: Manage Broadcasts, Inbox. - Review overview metrics and key sections to understand workflow. Explore using the Introduction to Kit Dashboard from Lunch & Learn resources.

How do I customize your account settings?

# Set Brand Colors 1. Click your name (top right) > **Settings** > **General** tab. 2. Scroll to Brand Colors section. 3. Click color boxes, pick from picker or enter hex codes. 4. Click **Save**. # Additional Setup - Update account name, address in Settings. - Verify sending domain if using custom domain (under Domains). - Review Creator Profile for subscriber confirmation emails.

How do I create your first signup form?

# Build the Form 1. Go to **Grow** > **Landing Pages & Forms** > **+ Create new** > Select **Form**. 2. Choose display: Inline, Modal, Slide in, or Sticky bar. 3. Pick a template (preview shown; can't change later). 4. Edit text (headlines, button), styles via right sidebar (colors, fonts). 5. Add fields: Click **+** below fields > Select custom field or Tag. 6. Rearrange fields by dragging grip icon. 7. Click **Save & Publish**. # Embed Click **Embed** for code to add to your site.

How do I create and send your first newsletter?

# Draft the Newsletter (Broadcast) 1. Go to **Engage** > **Broadcasts** > **+ New broadcast**. 2. Enter subject line, preview text. 3. Use the editor: Add text, images, buttons. 4. Segment audience (all subscribers or tagged). 5. Preview on desktop/mobile. 6. Click **Send** or schedule. Apply brand colors automatically. Test send to yourself first.

How do I build your first visual automation?

# Create Automation 1. Go to **Automate** > **Automations** > **+ New automation** > **Start from scratch**. 2. Pick entry point: e.g., **Joins a form** > Select your form. 3. Add step: Click **➕** > **Action** > Add to Sequence or Tag. 4. Add more: Events (wait date), Conditions (if/then). 5. Toggle **Active** (top right). Example: Form signup → Wait 1 day → Send welcome Sequence.

Learn Kit (ConvertKit): Email Essentials in 5 Steps

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Instant Toolkit

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Step-by-Step Guide

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Sign Up for Kit

Visit kit.com and select the free Newsletter plan.
Enter your email, create a password, and complete signup.
Verify your email address via the confirmation link.

Navigate the Dashboard

Grow tab: Access Landing Pages & Forms, Subscribers.
Automate tab: View Automations, Sequences.
Engage tab: Manage Broadcasts, Inbox.
Review overview metrics and key sections to understand workflow.

Explore using the Introduction to Kit Dashboard from Lunch & Learn resources.

Why this step matters:

-Establishes access to all features for hands-on practice
-Builds familiarity with interface for efficient future use

30-60 minutes

Web browser, Kit account, Email client

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Definition of Done

•Account created and verified
•All main dashboard tabs navigated
•Key sections like Grow, Automate, Engage identified

Common Mistakes to Avoid

❌ Skipping email verification

→Check inbox/spam and click verification link immediately

❌ Overlooking free Newsletter plan

→Select Newsletter during signup for unlimited sends to small lists

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Following along, or just reading? 👀

Spin up a personalized “learn ConvertKit” plan you can save, check off, and return to anytime — unlimited on the free trial.

Start free trial →

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Suggested Videos

Kit (ConvertKit) Tutorial For Beginners (2025)

COMPLETE ConvertKit Tutorial for Beginners 2024

ConvertKit Tutorial for Beginners 2024

Complete ConvertKit Tutorial - Kit Start to Finish

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Learning Resources

📖 Online Courses

ConvertKit (Now Kit) for Beginners - E-mail Marketing Course

beginner

Paid

Udemy

Email Marketing with ConvertKit

beginner

Paid

Udemy

🌐 Helpful Websites

Kit Help Center

documentation

Official getting started guides and articles

Kit University

documentation

Free learning resources and tutorials

Getting Started With Kit

documentation

Core collection of beginner articles

🛠️ Useful Tools

Kit

Email Marketing

Core email platform for forms, automations, broadcasts

Learn Kit (ConvertKit): Email Essentials in 5 Steps