How to Integrate BookFunnel and Kit (Formerly ConvertKit)

Use Kit to manage your mailing list and BookFunnel to deliver your ebooks or audiobooks!

Direct Integration From BookFunnel to Kit

If your BookFunnel account includes direct integration, follow these steps to integrate with Kit.

1. Click Integrations on your BookFunnel dashboard.
2. Click the Action button and select + Add Integration.
3. Select Kit (Formerly ConvertKit).
4. In a separate tab, log in to your Kit Account.
5. Click your account name in the top right corner, and select Settings.
6. Click Developer.
7. In the V3 Key Section, select Copy next to API Secret to save it to your clipboard. (Make sure you are selecting the Secret Key).
8. Return to BookFunnel and paste the API Key.
9. Click Integrate Kit (Formerly ConvertKit).

Now your Direct integration with Kit should be all up and running! Next, you need to set up your landing pages to send your subscribers to specific forms in Kit.

Selecting a Form

Now that your account is integrated, you’ll need to tell us which form you’d like us to deliver your email addresses. You must have at least one form set up in Kit that you will connect to.

1. Once Kit is integrated, you can scroll down on your Integration dashboard and review your existing email signup pages.
2. Click the orange gear icon next to your email signup page.
3. Select Edit Page Details.
4. Click the Integration List drop down menu and select the Kit form you want this page to send the reader email addresses.
5. Click Save and Close to save the new page settings. 

Note: Any email address collected before you selected your Kit list and clicked Save will need to be exported from BookFunnel and manually imported to Kit (see below for instructions). All new subscriber email addresses collected after you clicked Save will be added automatically.

2nd Note: When creating a Restricted Landing Page, Kit will not allow you to select a specific form to allow access to the book. You must select Any Form in the dropdown menu.

Turning on Auto-confirm

If your BookFunnel page requires your reader to opt-in to your mailing list, BookFunnel is going to send your reader a confirmation email. You may not want those readers to get a second confirmation email from Kit.

You can easily edit your Kit Forms and set the Auto-confirm new members flag for each form you intend to use with BookFunnel. You can do this in Kit in the Settings of your form under Incentive Email. The checkbox is at the bottom under Special Options.

1. Select the Form you want to edit.
2. Click the Settings button at the top.
3. Click the Incentive Email tab on the left.
4. Make sure Auto-confirm new members is checked.
5. You can also uncheck the “Send incentive / double opt-in email to confirm new subscribers” box if you do not want readers to receive the incentive / double opt-in email you created in your form.

Use Kit Without Direct Integration

If direct mailing list integration isn’t for you, how else can you deliver your book to your Kit  readers using BookFunnel? Using one of these two options:

The first option is to create a simple download page and then send it to your subscribers through Kit. The second option is to create an email signup page on BookFunnel and then import the emails from BookFunnel into your Kit  account every day or two.

You Collect the Email Address, We Deliver the Book

Once you upload your book and create a simple download page on BookFunnel, you can then email its BookFunnel link to your readers through Kit.

The basic steps are:

1. Create a simple download page on BookFunnel and copy its Link For Readers.
2. Paste the link into your automated welcome email on Kit.
3. Create a sign-up form on Kit and link to it or embed it on your author website.
4. Drive reader traffic to your sign-up form so that they can subscribe.
5. Once they have joined your list, Kit will send them the “welcome” email that contains the BookFunnel link.
6. Your new subscribers can click the BookFunnel download link and download the book.

Pros: Available on all BookFunnel plans (including the First-Time Author plan!), simple to set up, uses your own landing page and/or website.

Cons: Your BookFunnel download link can be shared online with other readers that did not sign up for your list, BookFunnel can’t track who downloads your book.

We Collect Their Email Address, You Import the CSV

Available On: Mid-List, Bestseller, & Publisher Plans

Use an email signup page on BookFunnel and it will act as your landing page and delivery page, all in one! You can design a beautiful, custom landing page on BookFunnel in minutes. No web expertise necessary.

You drive reader traffic to your email signup page on BookFunnel and we will collect their email address on your behalf. We store their email address (and optionally first and last name) in a CSV on your dashboard.

You can then import the CSV of subscribers into Kit  at your convenience. Follow these steps:

1. Create an email signup page on BookFunnel that requires (or invites) readers to join your mailing list.
2. Drive reader traffic to your BookFunnel signup page.
3. Export the CSV of reader email addresses every day or two from BookFunnel and manually import it to Kit.

Pros: Saves time by eliminating the extra step of building a landing page on your own website, if your link is shared online, those extra subscribers can be added to your mailing list.

Cons: You need to export the CSV of reader email addresses we collect on your behalf and import it to Kit  regularly.

How to Export a CSV and Import it to Kit Manually

If your BookFunnel landing page is not sending readers to Kit automatically, you’ll need to export the reader email addresses from BookFunnel. Once you have exported the CSV, you will import it to Kit manually.

To export the CSV from BookFunnel:

1. Click Landing Pages on your BookFunnel dashboard.
2. Click the name of the landing page.
3. Click Export CSV.
4. Select Export New Subscribers (do not click this more than once, large CSVs may take a minute or two to be generated and available for download!).
5. This will save the CSV to your computer, likely in your Downloads folder.

Next, you will import the CSV to Kit :

1. Once you’ve logged into your Kit account, Click Grow on the menu bar and then select Subscribers.
2. Scroll down and click Add Subscribers button on the right side of the screen.
3. Click the Import a CSV button.
4. Drag and drop or select a CSV file from your computer or click to upload a file.
5. Your file will process and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field.
6. Select which list you’ll be importing contacts into by clicking them. Note that this step is optional.
7. Type the tags you wish to apply to all contacts once they’re imported. Note that this step is also optional.
8. Make sure that Import As Active Contact is selected.
9. Click the Start Import button once you’re done configuring settings.

The length of time it takes to import contacts will depend on the size of the CSV file. Most files will be imported in less than 10 minutes.

Were these steps inaccurate? Please let us know! Kit is always tweaking their process and we want to keep our documentation current. Thank you!