ConvertKit Integration

ConvertKit is a email marketing platform dedicated for content creators. Below are ways you can use OnVoard's integration with ConvertKit.

Data from ConvertKit to OnVoard

1) Trigger Sending Action

Automatically send survey, review request, or interview request to ConvertKit subscribers

2) Fetch Pulse Data

Fetch number of ConvertKit subscribers by list or segment and use it for pulse notifications.

Data from OnVoard to ConvertKit

3) Create or Update ConvertKit Subscriber

Use workflows to automatically create or update ConvertKit subscriber.


1) Trigger Sending Action

The concept to trigger sending action for survey, review request, and interview request is the same.

In this example, we will show how you can trigger sending action to ConvertKit subscribers.

  • If you haven't setup survey, follow guide to setup one-click email survey.
  • Go to connections page and connect to your ConvertKit account.
  • Go to triggers page and add a new trigger. In this example, we'll select Send Survey action.
  • Select ConvertKit (Subscribers)  for trigger type. 
  • Once setup, we will automatically send survey to new users from specified ConvertKit segment.

2) Fetch Pulse Data

You can fetch number of ConvertKit subscribers and use it for pulse notifications. 

Follow steps below to setup pulse notifications.

  • Go to connections page and connect to your ConvertKit account.
  • Go to pulses page and add a new pulse. Select one of ConvertKit's pulse type. In this example, we'll select ConvertKit (Subscribers) 
  • After you have setup pulse, you can use it to setup notifiers.

3) Create or Update ConvertKit Subscriber

You can use workflows to automatically create or update ConvertKit subscriber when:

  • Someone response to survey

In this example, we will show how you can automatically create or update ConvertKit subscriber when a survey respondent is created.

  • If you haven't setup survey, follow guide to setup one-click email survey.
  • Go to connections page and connect to your ConvertKit account.
  • Go to workflows page and add a new workflow. For event type, select Survey Respondent (Created)
  • Specify conditions for workflow to be executed. For example, you can set conditions to only execute workflows for specific surveys. 
  • Click on Add Action and select ConvertKit (Create or Update Subscriber) for action type.

In order for us to automatically create or update ConvertKit subscriber, we need to be able extract email from survey respondent. As such, "email" must be specified as respondent trait (This is done automatically for you if you are sending surveys via email). For surveys that are not distributed via emails, see guide on how to add traits for respondent.

  • Click Add Fields Mapping if you wish to map additional fields to ConvertKit. You can use data from survey answer, respondent traits, or manually specify a static value.
  • Click Save Action for configured action.
  • Click Save to create workflow.
  • Once setup, OnVoard will automatically create or update ConvertKit subscriber if workflow is executed.

Multiple Actions within a Workflow

To take things further, you can add multiple actions to a single workflow and it will be executed in sorted order. For example, we can use workflows to automatically create/update ConvertKit subscriber and then assign tags to it. Below is a list of ConvertKit related action types:

  • ConvertKit (Create or Update Subscriber)
  • ConvertKit (Update Subscriber Tags)