Integrate with ConvertKit

ConvertKit is an email marketing tool that integrates with Memberful.

If you want to offer your audience a members-only email newsletter so you can share valuable information and drive revenue for your business—you’re in the right place!

When you combine the marketing automation wizardry of a platform like ConvertKit with the best-in-class membership software that is Memberful, you can easily create a powerful email newsletter offering.

If you don't have an email newsletter with ConvertKit yet, you might want to send members-only newsletters via Memberful instead — at no extra cost!
Learn how to send members-only newsletters via Memberful.

In this help doc:

Integrate ConvertKit

Navigate to Content → Email marketing from your Memberful dashboard, and click Connect below ConvertKit.

You'll be asked to enter the API Secret.

API Secret

To get the API Secret, visit Account settings → API Secret in your ConvertKit account.

When you first connect to ConvertKit, we'll import all members as ConvertKit subscribers. Then, we'll automatically and continuously update your subscriber list by adding new members and updating existing members.

How we keep your list up to date and synced

We automatically sync important member details as ConvertKit tags. You can use these tags to build powerful ConvertKit automations. When you click a subscriber in ConvertKit, you'll see the Memberful tags associated with their profile.

ConvertKit member

Here's list of the tags we continuously sync:

We will not remove members from your subscriber list if their subscription expires. If the member's subscription expires, the related Memberful tag will be removed from their profile. In addition, if a member changes their email, we'll add the new email as a new subscriber, and remove the Memberful fields from the old email.

Send a targeted broadcast

To send a targeted broadcast (i.e. a one-time email), filter your subscribers using the default ConvertKit filters, the default Memberful tags above, or any other Memberful tags that exist based on the plans you’ve created. Alternatively, you can create a segment made up of multiple tags and send a broadcast to that segment.

If you’ve enabled our Memberful referral program, you’ll be able to add a referral link to your broadcast so members earn rewards for referring others.

From the Personalize menu in your ConvertKit editor, select Memberful Referral Link.

ConvertKit personalization

Alternatively, enter this shortcode: {{ subscriber.memberful_referral_link }}

Create an automation

First, create a ConvertKit Sequence, which is a series of emails sent automatically based on subscription date. Then, create an automation to send out the sequence to members who are tagged with a specific Memberful plan or download.

Use custom field answers for segmentation and personalization

You can collect up to 5 custom fields with Memberful right after your members complete the checkout form.

Custom fields after checkout

Fields with pre-defined options (checkbox and dropdown) are perfect for segmenting subscribers in ConvertKit—you could ask where they consume your content or what benefits they're interested in. Fields with free-form answers (text and comment) are great for personalizing email campaigns with things like nicknames, Discord/social handles, etc.

Each selected option in a checkbox or dropdown field becomes a new tag inside ConvertKit: Pre-defined answers show up as ConvertKit tags

You can use these tags to build custom segments: Segment with custom fields on ConvertKit

Free-form answers show up as fields in the subscriber’s profile: Free-form answers show up as ConvertKit fields

You can use these fields to personalize emails: Personalize with custom fields on ConvertKit

Related help docs:

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