Integrating RightMessage with ConvertKit

Once you’ve integrated your RightMessage account with ConvertKit, you’ll be able to use us to capture new subscribers, segment your ConvertKit subscribers, and personalize your website with ConvertKit tags and custom fields.

In this guide, we cover everything you need to know about segmenting and personalizing with ConvertKit + RightMessage.

Linking RightMessage with ConvertKit

To create a link between RightMessage and ConvertKit, all you need to do is add your ConvertKit API Key and API Secret to your RightMessage account.

Here’s how:

Step 1: Find your API Key and API Secret

First, log in to your ConvertKit account and select Your Account → Account Settings

The API Key and API Secret data is listed right below the ‘Homepage’ dropdown.

Step 2: Paste your Key and Secret into the RightMessage integration area

In RightMessage, click on the ‘gear’ icon and select Integrations

On the left, choose ConvertKit

Paste in your API Key and API Secret into the respective fields and click Connect with ConvertKit.

That’s it!

Identifying ConvertKit subscribers on your website

There are a handful of ways that RightMessage “knows” when someone on your website is also in your ConvertKit account.

For information on how we identify visitors, you’re going to want to read this crash course guide first. Once you’ve read that, here are the nuances specific to ConvertKit…

ID’ing whenever you send an email

ConvertKit can optionally attach a ck_subscriber_id URL parameter to every link that it includes in a ConvertKit-sent email. You’re going to want to enable this – once enabled, you’ll never need to worry about ensuring that your RightMessage-backed website knows when a ConvertKit subscriber is on your website.

First, log in to your ConvertKit account and select Your Account → Account Settings.

Now choose Email on the left navigation menu.

At the bottom of the page (under “Advanced”), toggle Add subscriber_id parameter in email links and then click Save Settings

ID’ing when a ConvertKit form is submitted

If you’re having people opt-in to a ConvertKit form or landing page, then you’re going to need to enable one option within each form or landing page. (If you’re using RightMessage to opt people in via our CTA Funnels, there’s no need to do this – it’s automatic.)

On any form or landing page, click Settings and choose the Advanced tab. Toggle on Send subscriber to thank you page and click Save.

This will now pass ck_subscriber_id to your opt-in confirmation page. And as long as the RightMessage script is also included on that page, you’re good to go.

ConvertKit forms and RightMessage’s forms?

Even if you switch entirely to using RightMessage’s forms rather than ConvertKit’s, we recommend that you continue to create ConvertKit forms.

Every unique offer in a CTA Funnel, like your newsletter opt-in form, should map to a complimentary newsletter opt-in form you’ve created in ConvertKit.

You’re going to want to do this both for attribution and automation reasons. By creating this link, you’ll be able to go into any subscriber in ConvertKit and see that they’ve submitted so-and-so forms.

You’re not going to need to worry about what you name these forms, or how they’re styled in ConvertKit, etc. We’re just going to be using these forms as references.

The ConvertKit data we can use to segment website visitors

When a visitor is back on your website, RightMessage has immediate access to:

• Their list of tags
• Their custom fields

Check out our sections on segmentation, website personalization, and CTA Funnels for guidance on how to use this data.

Outputting custom fields (like someone’s first name) on your website

With RightMessage, you can output known data (like custom fields) directly to your website. In our guide to adding contextual data and merge tags, we cover how to do this. But below is a bit of ConvertKit-specific context.

To include a ConvertKit custom field value within a text personalization, add: {{ convertkit.customFields.favorite_color }}, replacing favorite_color with your custom field of choice. (This field should not have any spaces. Either include underscores, your_favorite_color, or leave it as a single word, industry.)

An exception should be made for outputting someone’s first name, which is a special custom field in ConvertKit. To output the first_name custom field, use: {{ convertkit.firstName }}

And to output someone’s email address: {{ convertkit.email }}