Email integration

Connect Kit (ConvertKit) to Plandalf

Subscribe every buyer to the right Kit sequence or form, tagged with what they bought.

No credit card required. No coding required.

Stripe
Plandalf
Kit (ConvertKit)
  • checkout.completed
  • invoice.paid
  • invoice.voided

Overview

How Kit (ConvertKit) and Plandalf split the work

Plandalf sells and records the purchase. Kit (ConvertKit) gets the buyer and the context, and does the emailing.

Plandalf checkout
  • Checkout completedStudio Pro · $199.00
  • Buyeralex@studio.co
  • SequenceKit (ConvertKit) step ran

Native app available

Kit (ConvertKit) is a step inside a Plandalf sequence. When a checkout completes, an invoice is paid or a buyer takes an upsell, the Kit (ConvertKit) step can add subscriber to sequence, add subscriber to form, tag subscriber, remove tag from subscriber, update subscriber fields and find or create subscriber, with the buyer's email and name, the products and the price paid already filled in. Connect the account once, from inside the sequence editor.

Kit (ConvertKit) owns

  • Lists, tags and segments
  • Campaigns and newsletters
  • Deliverability and unsubscribes

Plandalf owns

  • The checkout and the payment
  • Who bought what, and for how much
  • The event that starts the email

Set it up

Connect Kit (ConvertKit) in three steps

The short version. No code unless you want it.

  1. 1

    Pick the trigger

    Open Automations, start a sequence and choose what starts it. Checkout completed is the usual one; invoice paid, invoice refunded, upsell accepted and cart abandoned are there too.

  2. 2

    Add a Kit (ConvertKit) step

    Add a step and choose Kit (ConvertKit). The first time, Plandalf asks you to connect your Kit (ConvertKit) account, right there in the editor.

  3. 3

    Choose the action and switch it on

    Pick add subscriber to sequence, add subscriber to form, tag subscriber, remove tag from subscriber, update subscriber fields, find or create subscriber. The buyer, products and price are already on the event; map any extra fields, then turn the sequence on and run a test checkout to watch it fire.

  4. Also with Promos: drop the Plandalf countdown image into a Kit broadcast; enrol Kit subscribers via a Visual Automation. Promos docs →
Plandalf · Automations

Triggers and actions

Start with the sale. Build whatever comes after.

Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, send the order to your tools.

Starts when
Then

Kit (ConvertKit) runs as a native step. See every integration

Course checkout receiptOn
1Checkout completedOrder #4821 · Maya Chen · $249.00Fired
2Add or update contactKit (ConvertKit)Done

Finds Maya in Mailchimp, or creates her, and tags the purchase.

ContactUpdated just now
MC
Maya Chenmaya@studio.com
customerlaunch-workshop
Last purchaseToday, $249.00
+ Add a step

Integrations

Keep your site. Upgrade how it sells.

Plus a fully documented REST API and webhook layer for whatever’s not in the list.

Questions

Common questions about Kit (ConvertKit) and Plandalf

The short answers. The docs have the long ones.

Is there a native Kit (ConvertKit) app?

Yes. Kit (ConvertKit) is a step you add inside a Plandalf sequence: connect the account once, then pick the Kit (ConvertKit) action for each event. No middleware.

What does Plandalf do in Kit (ConvertKit)?

The Kit (ConvertKit) step can add subscriber to sequence, add subscriber to form, tag subscriber, remove tag from subscriber, update subscriber fields, find or create subscriber. Each carries the buyer's email and name, the products, the price paid, the coupon and the offer they bought from.

Can I run a countdown in a Kit (ConvertKit) email?

Yes. Promos render a per-recipient countdown image; drop the URL into a Kit (ConvertKit) email and each subscriber sees a timer pegged to their own deadline.

Does Plandalf send email itself?

Plandalf sends receipts and transactional email. Newsletters, sequences and campaigns stay in Kit (ConvertKit), triggered by what happens at checkout.

Can I disconnect Kit (ConvertKit) later?

Yes. Disconnecting revokes access; contacts already created in Kit (ConvertKit) stay there, and the sequence history stays in Plandalf.

The team

Built by a team obsessed with conversion.

AarogornBilbertBuildoFoundoLegoli

15+ years testing every pricing model under the sun. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.

No credit card required. Nothing to migrate.

Feature detail