Before we begin: 

According to ConvertKit, Sequences are self-contained sets of automated emails. They are intended for more automated, evergreen-style content where subscribers can be added to a Sequence and then will go through the Sequence emails in order, starting at the beginning (you can find more info on their knowledge base).

Tags, on the other hand, help you organize your subscribers in meaningful ways. For example, you could tag all subscribers who had signed up for your newsletter with “Newsletter”, and all subscribers from Chicago with “Subscribers from Chicago” (you can find more info on their knowledge base).

Important!

You can not create one sequence for each outcome. Due to the way that Converkit's API works, we're only allowed to send emails to one single sequence.  Nevertheless, Using tags you can create automations inside Converkit that can split emails into separate sequences based on the tag they land with.

STEP # 1: Set up the integration

After completing all steps from the article “Integrating ConvertKit with bucket.io”, click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the Funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol.

• Click Settings, which would consequently display the settings menu of the Funnel 
  
• Click Integrations, which would display all of the available apps to integrate with. 
  
• Click the ConvertKit icon, (you might be asked to click the “integrate to funnel” button if it’s the first time on this page). and this will automatically open the Integration form, which is a very user friendly drop-down menu
  
• Important! Toggle on the integration at the top-right corner
  

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.

STEP # 2: Let’s set up the integration section-by-section!!

Configure Your Sequence

From the dropdown menu, choose ONE sequence from your existing list (they should have been created in converkit prior to this step)

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag: Prof

Bucket 2: Beginner > Tag: Beg

1. Click the plus (+) sign next to each bucket which will automatically deploy a drop-down menu next to the bucket.
   
2. Choose one of the available tags or type a keyword to locate the desired tag.
   

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Converkit. 

1. Click the plus (+) sign next to each answer which will automatically create a drop-down menu.
   
2. Choose one of the available tags or type a keyword to locate the desired tag.
   

UTM Parameters

If/when tracking information generated outside of bucket.io - such as source, campaign, affiliate, etc., assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in ConvertKit, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Custom Field Mapping

Participant’s answers can also be transferred to ConvertKit rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer
   
2. Choose one of the available fields or type a keyword to locate the desired custom field
   

Don’t forget to click the Save button.