Imagine you're hosting a free workshop next month, guiding participants to complete a small project.
After registration, a confirmation email was sent; before the live stream, participants were reminded to prepare their tools; and after the live stream, handouts and replays were sent out. Subsequently, some people purchased the full course, some were still considering it, and some didn't attend at all.
If three types of people receive the exact same email, those who have purchased the course will continue to see enrollment messages, which will create a strange experience; those who did not attend will receive advanced content directly, which may also be confusing.
This article will demonstrate how to automate free workshops using Kit, from pre-class email sequences and attendance routing all the way to the formal course launch process.
What terms do you need to know to automate the Kit free workshop?
| Kit Function | Plain Language | Uses in the workshop |
|---|---|---|
| Sequence | A group of letters arranged chronologically | Send pre-class reminders, handouts, replays, and course information. |
| Visual Automation | A flowchart connecting each step | Decide where the registrants, attendees, and purchasers go. |
| Tag | Category markers on the list | Records of registered, attended, and purchased |
| Condition | Branching problems in the process | Check if a certain tag exists, then proceed to different branches. |
Sequence manages "what to send and how often to send it", while Visual Automation manages "where this person goes next".
How to break down the Kit free workshop process?
A workshop can be broken down into four parts:
- After registering, confirm the time, tools, and participation method.
- Remind viewers to join before the live stream to reduce the chances of not being able to find the link at the last minute.
- Handouts will be sent after the live broadcast, or a rebroadcast will be provided depending on attendance.
- Once the purchase signal is received, the recruitment emails will be stopped and student onboarding will begin.
The fourth paragraph is the most error-prone. Kit doesn't know someone has made a purchase out of thin air. Your payment or course platform must transmit reliable purchase events, or have them manually verified and tagged.
What emails should be prepared for the Kit Free Workshop Email Sequence?
Free Workshop Registration Confirmation Letter
This letter should be sent immediately after registration and must contain at least the following:
- Workshop Dates and Times
- Live stream link or how to claim
- Tools that need to be installed and prepared in advance
- Specific outcomes of this workshop
The first letter can be scheduled to be sent in 0 days. Subsequent letters will be spaced out according to the event schedule.
Free Workshop Pre-Class Reminder
The reminder email shouldn't just say "See you tomorrow." Clearly explain the operational issues that participants are likely to encounter beforehand.
- Where do I log in?
- Can the phone operate?
- Do you want to download the file?
- How to join when late
These pieces of information may seem small, but they can save you the time of repeatedly replying to private messages before a live stream.
Workshop attendee handouts
Attendees who have already completed the course once will receive handouts, examples, and the next exercise directly. The email will also remind them of which steps are most likely to be forgotten after returning home.
Replay of the message for those who did not attend the workshop
For those who missed the event, it's necessary to reconnect them. First, explain where the replay is, suggest how much time to allow, and then tell them what they can accomplish after watching it.
Don't assume that everyone who doesn't attend simply forgot. They might have had something come up, or they might no longer need the service. Just provide a clear replay.
How do I set up the free Visual Automation workshop kit?
Step 1: Enter using the registration form or the registered tag.
If you register directly using Kit Form, you can use the form as the entry point. If you are using other registration platforms, you need to confirm whether the integration will actually include this feature. Free workshop | Registered Tag.
Step Two: Add the pre-class sequence
Press the plus sign below the entrance, select Action, then select Email sequence to receive the pre-workshop email.
This set of operation screens follows the testing process from the consultant's briefing, so the screen names will not be the same as in your workshop. The button positions and configuration logic are the same; select your own sequence during implementation.
Step 3: Divide the attendees according to their attendance tags
After the live stream ends, an attendance signal will be transferred from the live streaming platform, or confirmed and added by staff. Free workshop | Attended Next, add a condition in Automation to check if the subscriber has this tag.
The "Yes" branch leads to the attendees' handouts, while the "No" branch leads to the replay for those who did not attend.
Step 4: Stop enrollment after purchase
If the payment or course platform confirms a successful purchase, it will add... Formal Course | Purchased Tag. This tag can become an event, allowing subscribers to leave the ongoing enrollment section and improve the student welcome sequence.
First, confirm that the purchase signal actually comes from a successful transaction. Simply clicking on the price page, starting to fill in payment information, or submitting an incomplete order does not count as a purchase.
How do I connect to Kit's free workshop sequence?
Those who have already purchased need delivery, not more promotions. The course sequence can include:
- Purchase successful and login method.
- Course start date, course platform, and customer service contact.
- How should we start the first week? What should we do first?
- Where can I get help when I encounter login or account problems?
Separating the enrollment process from the student process makes it less likely to affect all enrollees when changing course content in the future.
Kit Free Workshop Automation Common Mistakes
Judging attendance solely by opening letter records
Receiving a notification email does not equate to attending the live stream. Attendance status should be provided by the live stream platform, check-in records, or manual confirmation.
People who bought the course also received a countdown letter.
This usually indicates that the purchase event was not reported back to the Kit, or that Automation did not have an exit mechanism to stop the promotion. Before officially enrolling, be sure to complete the entire process with a test order.
All workshops were crammed into the same sequence.
Mixing up different topics, dates, and deliverables makes it easy to make mistakes. You can keep a template for the process, but each event should be clearly named and the dates, links, and handouts should be checked.
Kit Free Workshop Automation FAQ
Can Kit automatically detect whether a student has made a purchase?
This is only possible if a successful purchase signal is transmitted to the Kit via payment, course platform, or other integration. Without integration, manual confirmation and tagging are required.
Should the workshop replay be sent to everyone?
Check your event's commitments. If the registration page states that all registrants will receive a replay, then you should send it as promised. If only attendees will receive handouts, this should be clearly stated during registration.
How many letters should I send for the free workshop?
There's no fixed number. First, ensure registration confirmation, necessary reminders, and post-event deliveries all occur. Having a clear objective in each email is more important than simply sending a large number of emails.
The focus of Kit's free workshop automation
First, use Sequence to catch the recurring pre-class reminders, then use Attendance Tags to separate the handouts and replays. Once a purchase is made, immediately stop the enrollment segment to allow students to proceed with a clear course schedule.
The value of this design is that it allows applicants to receive the information they need at each stage, and it also saves you time from having to resend links and deal with issues like "I've already bought it, why am I still receiving an admissions letter?"
If you want to identify the part of your work that you most trust tools to handle, you can take this "5-Day Rest" quiz. It will help you see where you currently rely most on yourself, based on the tasks you worry about most during your 5-day break.
If this is your first time using Kit, you can also take a look first. Kit/ConvertKit Chinese Tutorial.
Kit official instructional documents
- How to use Visual Automations
- How to create and send email sequences
- Events in Visual Automation
- Conditions of Visual Automations
Additional note: If you start using the Kit through the dedicated link in the article, I will receive a small amount of feedback, which will not increase your cost at all; this is an extra benefit from the platform.
