Kit

Clarify the goal of the automation (e.g., segment subscribers by behavior or apply updates to profiles). Establish measurable outcomes and success criteria that will be used to verify the automation works as intended.

Choose an event that starts the automation, such as a tag being applied, a form submission, a purchase, or a subscriber profile update. Ensure the trigger aligns with the objective.

Create a new automation/workflow with a clear, descriptive name that reflects its segmentation or update purpose. This container will house all rules and actions.

Define entry conditions that identify who should enter the automation. Use clear AND/OR logic to include the intended audience and exclude others as needed.

Configure actions that tag subscribers, add them to a segment, or update subscriber fields. Include any related actions (e.g., enroll in a sequence) as appropriate to the objective.

Set up branches based on subscriber attributes or behavior (e.g., if has Tag A, do X; else if has Tag B, do Y). Ensure branches are mutually exclusive where required.

Run tests using test subscribers or a dry-run feature to verify that triggers fire, rules evaluate correctly, and actions execute as expected.

Publish or enable the automation and verify that it starts processing with real subscribers. Monitor initial runs for anomalies.

Review run history and subscriber updates to confirm outcomes align with objectives. Refine rules or actions if counts or flows diverge from expectations.

Document the objective, entry conditions, actions, and branches. Establish a maintenance cadence to adjust the automation as subscriber behavior evolves.

In the top navigation, click Automate. Then select Rules.

Click + New rule at the top-right to start.

Choose a trigger type (e.g., Subscribes to a sequence, Tag added) and, if needed, select a tag or sequence.

Click the + button under the trigger to include more triggers for the same rule.

Choose actions (e.g., Subscribe to a sequence, Add tag) and configure their targets.

Click + under actions to add more steps.

Click Save Rule. The rule is enabled automatically and starts running when triggers fire.

Open the rule, scroll to the bottom to view the latest 50 trigger entries and who triggered them.

On the Rules page, select the rule and click Disable.

Open the rule settings and click Delete Rule; note that this deletes its trigger history.

In the top navigation, click Automate. Then click Rules to access the automation rules list.

On the Rules page, press the + New Rule button in the top-right corner to start a new automation rule.

Choose the Tag added trigger to start the rule when a tag is added to a subscriber.

From your tag list, select the 'Course buyers' tag to define the trigger.

Click the + under the trigger to add more triggers if you want the rule to fire on multiple events.

Add an action and select Unsubscribe from a sequence to remove the subscriber from a specific sequence.

Choose the 'Course pitch' sequence to unsubscribe the subscriber from it when triggered.

Click + under the action to add more actions, such as tagging or setting a field.

Click the Save Rule button. The rule is saved and enabled automatically.

Verify the rule appears as Enabled on the main Rules page and will run when its triggers occur.

Open the rule from the Rules page, then scroll to the bottom of its settings to see the latest 50 triggers with dates and subscribers.

On the Rules page, select the rule and click the Disable option near the Automation Rule heading to stop it from running.

To resume, click Enable near the Automation Rule heading.

Open the rule and click Delete Rule. Note: Deleting removes the rule and its trigger history.

If needed, reopen the rule to adjust triggers or actions, or test by simulating a subscriber event.

In Kit, go to the left navigation and click Broadcasts to view your list of broadcasts and drafting options.

Open an existing Broadcast you want to test, or start a new one by clicking Create Broadcast.

In the Broadcast editor, locate the Run an A/B Test toggle in the right sidebar and switch it on. Alternatively, click the flask icon next to the subject line to enter A/B test settings.

From the A/B test options, select Subject lines as the test type.

Use the default two fields to input Subject Line Variant A and Variant B. If you are on Creator Pro, click + Add another subject line to include up to five variants.

Ensure each variant is clear and distinct. Label them clearly (e.g., Variant A, Variant B, etc.).

Switch to the Settings tab within the A/B test panel to configure duration.

Use the slider or type a value in the minutes field to set a duration between 30 and 240 minutes (240 minutes is the default).

Click Save in the A/B test panel to apply and lock in your variant setup and duration.

Return to the main Broadcast view and choose Send Now or Schedule to delivery. The A/B test will run automatically as configured.

If needed, click the flask icon next to the subject line or click Edit A/B test in the right sidebar to modify variants or duration.

If you want to stop the test early, open the Broadcast's Analytics report, click the three vertical dots, and select Cancel A/B test.

If canceled, the Broadcast will only be sent to test recipients. To complete delivery, navigate to Recipients, select those who have already received the email, tag them (e.g., "Cancelled A/B test"), duplicate the Broadcast, and send to the remaining recipients excluding the tagged ones. Remove the temporary tag after completion.

Open the Analytics page to view per-variant open rates. The winning variant is highlighted with a green trophy when the test ends.

If you also want to test content, switch the A/B test type to Content and repeat steps 6–12 for content variants, ensuring adequate sample sizes.

After the test completes, Kit automatically sends the winning subject line (and content, if tested) to the remaining recipients.

In the top navigation, click Automations under the Automate tab, then click + New automation.

On the next screen, click Start from scratch to build your Visual Automation from the ground up.

Click the ➕ button to add an entry point. Choose from Joins a form, Is added to a Tag, Custom field, or Purchase.

Select the specific Form/Landing Page, Tag, Custom Field condition, or purchase trigger.

Below the entry point, click the ➕ to add a Step. Choose Event, Action, or Condition.

Select Action to move subscribers to a Sequence or apply a Tag.

From the Action options, pick the welcome email Sequence you want to start for entrants.

Optionally insert an Event to hold, or a Condition to gate the next step based on subscriber data.

Continue adding steps to build the lifecycle (e.g., timing delays, branching). Use the ➕ button as needed.

Note: The builder autosaves as you go; you won’t lose progress.

Click the Active toggle in the top-right of the builder to turn the Visual Automation on.

Remember automations aren’t retroactive; test by signing up to the Form after activation to verify timing.

Check the Visual Automation templates for quick starts and examples.