ConvertKit

In this article, we’ll show you how to integrate ConvertKit into your Retainful account

Connecting Retainful with KIt

By integrating ConvertKit, you can automatically transfer email addresses captured on Retainful to your ConvertKit lists.

NOTE: This feature is available exclusively for upgraded plans in Retainful.

Things You Need Before Integrating ConvertKit

Before integrating ConvertKit with Retainful, make sure you have the following:

CHECKLIST:

• A ConvertKit Account You will need an active ConvertKit account to complete the integration.

• A Mailing List in ConvertKit Ensure you have a mailing list created in ConvertKit where you want to sync your email addresses.

Step 1: Log in to Your ConvertKit Account

Go to the ConvertKit website and log in to your account.

Log in to your ConvertKit account.

Step 2: Copy Your ConvertKit API Key

1. In the top right corner, click your profile icon and select "Account”.

2. Choose the "Settings" option.

Navigate to the Settings option.

1. Scroll to the last option—Choose Developer Option.

Navigate to the Developer Section.

1. Copy the API Key displayed under the "API Key" section.

Copy the API key.

Step 3: Log in to your Retainful account & connect ConvertKit.

1. Go to the Retainful dashboard and log in to your account.

2. Go to the "Integrations" section in Retainful.

Navigate to the Integrations Section - ConvertKit.

1. Select ConvertKit from the list of available integrations.

2. Paste the API key you copied from ConvertKit into the provided field in Retainful.

Paste the API Key - ConvertKit.

1. Click "Connect" to link your ConvertKit account with Retainful.

Connected Successfully - ConvertKit

Step 4: Verify the Connection

Once you have connected ConvertKit, it will appear under the "Connected Apps" section in Retainful. This confirms that the integration is successful and ready for use.

You can now proceed to select your mailing list.

How to Integrate Active Campaign in Automation Workflow

You can easily sync customer data to ConvertKit through your Retainful automation workflow. Follow these steps:

Check the Connection

• Make sure ConvertKit is connected to Retainful.

• Go to the "Integrations" section in Retainful and check if it appears under "Connected Apps"

Open the Workflow

• Go to the "Automation" section in Retainful.

• Open the workflow where you want to add ConvertKit.

Edit the Automation

Add ConvertKit Block

Add a New Block in the automation for sync

Add New Block

Select Integration

NOTE ConvertKit will appear as an option only after successfully connecting it within Retainful.

Choose ConvertKit

Choose ConvertKit

Select the List

Choose the ConvertKit list where you want to sync your customers.

Choose the List - ConvertKit

Save and Activate

Save the workflow and activate it to start syncing customer data automatically.

After Configure - Save

Integrating ConvertKit with Retainful is a straightforward process that unlocks the seamless synchronization of customer email addresses with your ConvertKit mailing lists. With your ConvertKit integration successfully configured, you’re ready to elevate your email marketing efforts and boost customer retention with ease.

Need More Help in setting up ConvertKit?

We’re here to make things easier for you!

• Email Us: Reach out anytime at [e-mail].

• Schedule a Call: Still stuck or need a hands-on walkthrough?

Book a quick session with our support team, and we’ll guide you step-by-step.