How to Copy Automations in ConvertKit

by | Email Marketing | 0 comments

If you have multiple lead magnets or freebies that you use to build your list, you will need to know how to copy automations in ConvertKit*.

The problem is if you copy your automation and go to edit the email sequence within the automation, it will alter that email sequence in every automation that it appears in.

There are a few things you will need to do before copying your automation in order to avoid this issue.

Written Instructions for How to Copy Automations in ConvertKit

Step 1: Create a new tag to correspond with the new lead magnet. You can do this under Grow -> Subscribers.

If you’re curious about why I add a new tag for each lead magnet, learn more about how to use ConvertKit like a CRM here.

Step 2: Create a new landing page, form or pop-up. This is also under Grow -> Landing Pages & Forms.

I have a video showing you how to create a new form here.

Step 3: Go to Send -> Sequences and duplicate the email sequence that you are using in the lead magnet delivery automation that you would like to copy. You can duplicate the sequence by clicking on it and opening up the Settings window.

how to copy your automation in ConvertKit

Make sure you rename the sequence so that you can differentiate it from the original.

Step 4: Now you’re ready to copy the automation. Go to automations and using the 3 dots in the top right corner of the automation you would like to copy, select Duplicate.

Step 5: Change the entry point to the automation to the new form that you set up.

Step 6: Switch out or add the new tag.

Step 7: Switch out the email sequence so that it is the copy version you just created. Now you can edit away without altering the emails in the original automation!

Easy video below 👇

Best of luck! Xx, Kara


Ready for more?

Be sure to check out and subscribe to my YouTube channel. You can also view SkillShare courses (and a free two-week trial) here.

As always, I’m available to help troubleshoot or implement the tech pieces of your business

Request a quote ➡️ https://kcocreative.com/quote-your-project/

Book a free exploratory call ➡️ https://kcocreative.com/exploration-call/

All the FREEBIES ➡️ https://kcocreative.com/freebies/

Get started with ConvertKit ➡️ https://kcocreative.com/convertkit*

*Affiliate links! I only promote services that I have used myself, regardless of whether I have an affiliate account with them, and using affiliate links when available helps me to continue to provide useful information at no cost to my viewers/readers/peeps. Thank you 🥰

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Hi, I'm Kara

I’m one part website designer, one part strategist and one part accountability partner.  I help service-based solopreneurs get set up online with out the tech headaches!

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