ConvertKit - How to create a Visual Automation for a Giveaway

readme.md

ConvertKit Giveaway Automation

The following is an example of how to incorporate a ConvertKit Automation for a Giveaway.

This example assumes you have setup a Form on ConvertKit (called 'Giveaway Form').

1. Setup the Visual Automation

The following is a rough diagram of a sample Visual Automation. An explanation is provided after the diagram.

      [WEBSITE FORM]
             |
             |
             |
[Add Tag: 'website-giveaway']
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  [HAS TAG? - 'main-list']
             |
       -------------
     YES            NO
      |             |
      |            ADD TAG: "main-list"
      |             |
       --------------
             |
             |
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  [HAS TAG? - 'june-2022-giveaway']
             |
       -------------
     YES            NO
      |             |
SEND EMAIL:         |
"You're Already     |
Entered"           |
      |            SEND EMAIL: "Thanks For Entering"
      |             |
      |            ADD TAG: "june-2022-giveaway"
      |             |
       --------------
             |
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[Remove Tag: 'website-giveaway']
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           [DONE]

This Automation will do the following:

• On submission of the Form ('Giveaway Form')
• Add a Tag: 'website-giveaway' (this will be useful later when we remove it)
• Check to see if the user has a Tag for the Main List:
• If Yes, do nothing and continue
• If No, Add a Tag for the Main List
• Check to see if the user has a Tag for the 'June 2022 Giveaway' List:
• If Yes, send the "You're Already Entered" email
• If No, send the "Thanks for Entering" email, and Add a Tag for the 'June 2022 Giveaway' List
• Remove the Tag for 'website-giveaway'

2. Setup a Rule to Allow Multiple Form Submissions

The following example is how I setup a Rule which enables users to submit the Form multiple times, and keep going through the Automation loop.

TRIGGER:
Tag Removed: 'website-giveaway'

ACTION:
Unsubscribe from a Form: 'Giveaway Form'

Usually, users cannot submit a Form more than once because they are added as a Subscriber to the Form. This Rule will unsubscribe a user from the Form so they can submit it again.