Newsletters & Email Sequences
Manage your list and tags, send broadcasts, and set up automated drip sequences.
⚠️ Connect your own email provider first (Settings → Email, supports Resend / SendGrid / Mailgun / SES / Gmail). System notifications (password resets, registration confirmations) are sent by the platform until you set this up, but newsletters and sequences are not — bulk sending has to go out on your own domain and sending reputation, otherwise one bad campaign drags down deliverability for everyone.
List and tags
Marketing → Newsletter list. Anyone who buys, registers, or fills in a form is added automatically.
Tags are the heart of the whole system — segmentation and automation both run on them. Tags are applied automatically when someone:
- Submits a form (each form sets its own tags)
- Opts into a funnel or registers for a webinar
- Buys a course or a product
You can also add tags manually, import a list, or export the whole thing.
Personalisation fields
Both the subject line and the body can contain fields that are replaced per recipient:
| Field | Becomes |
|---|---|
{{稱呼}} |
Preferred name → full name → a generic greeting |
{{姓名}} |
Full name → preferred name → a generic greeting |
{{email}} |
Their email address |
Preferred name is its own field (edit any contact in the list to set it). Why not split names into first and last: a Chinese name like 王小明 breaks on compound surnames, and "Mary Anne van der Berg" is not something code can split reliably — only the person themselves can tell you. So instead you simply write how you want to address them.
🚨 Contacts with no name never get a blank greeting. There are always people in a list who only ever gave an email address; for them the field falls back to a generic greeting, so you never send "Hi ,".
When importing from Kit or Mailchimp, the First Name column goes straight into the preferred name field — and your existing
{{ subscriber.first_name }}and*|FNAME|*templates are understood as-is, so you can paste them over without rewriting.
Moving a list over from ConvertKit (Kit), Mailchimp or ActiveCampaign
Upload their raw export as-is — no need to rename headers. Email Address, First Name / Last Name, Tags and Status / State are all recognised, and first and last names are merged into one name.
🚨 Anyone marked unsubscribed, cleaned or bounced in the source file stays unsubscribed here. That is deliberate: those people already opted out on your previous platform, and emailing them is what gets your sending domain flagged as spam — which drags your order notifications down with it. The import summary tells you how many were marked that way.
The same rule applies in reverse: importing never switches an unsubscribed contact back to subscribed. Re-importing the same file is safe — existing emails only get new tags appended and blank names filled in.
When the list gets large, the page only loads the most recent batch — use Export when you need everything.
Unsubscribes and bounces
- Every newsletter automatically includes an unsubscribe link (legally required — it can't be turned off)
- Unsubscribed addresses and hard bounces are excluded from every future send automatically — you don't maintain a suppression list yourself
Newsletters (one-off broadcasts)
Marketing → Send newsletter. There are three ways to choose recipients:
| Audience | Use it for |
|---|---|
| Everyone | All currently subscribed contacts |
| Selected tags | Segmented sends; you can pick several tags |
| Specific people | Hand-pick a few — good for tests or small announcements |
Once you pick an audience the screen shows a live recipient estimate. That number already excludes unsubscribes and bounces, so it matches what will actually go out. Glance at it before sending — it catches the "meant to send to 50, about to send to 5,000" mistake.
Sequences (drip automation)
Marketing → Sequences: a series of emails that go out in order once someone is enrolled.
Triggers
- By tag: anyone tagged with your chosen tag is enrolled automatically (subscribing, registering, opting in and buying all apply tags)
- Manual: you pick who to enrol
Scheduling each email
Every email in the sequence has its own day number and time of day:
- Day 0 = the day they join
- The time is a fixed clock time, not "N hours after joining" — so the rhythm of the whole sequence is predictable
A typical welcome sequence:
| Day | Content |
|---|---|
| 0 | Welcome + deliver whatever they signed up for |
| 1 | Who you are and why you do this |
| 3 | One genuinely useful lesson |
| 5 | A student result |
| 7 | Make the offer |
FAQ
My newsletter won't send. Check Settings → Email first. Sequences and newsletters both require your own provider — those are the two kinds of email the platform will not send on your behalf.
Can one person end up in several sequences at once? Yes. If their tags match more than one trigger, they're enrolled in each. Think through which segments should be mutually exclusive when you design your tags.
If someone unsubscribed, does filling in a form bring them back? No. Unsubscribing is an explicit choice, and a form submission doesn't override it — they have to opt back in themselves.
Can I recall an email after sending? No. Once it's sent, it's in their inbox. Which is exactly why that recipient estimate is worth a second look.