Subscriber Tagging

ConvertKit uses tags to track what a subscriber has done, such as clicking a link or buying a product, and those tags decide what emails they get next. A Beam agent reads subscriber activity as it happens, applies the approved rule for which tag applies, such as tagging anyone who clicked a specific link, and updates the subscriber's tags in ConvertKit. It logs the change so the tagging history stays clear. Activity that doesn't clearly match an existing tag rule, like an unusual click pattern, is routed to a human to review before a new tag is created.

Sequence Progression

ConvertKit sequences move a subscriber through a series of emails based on time or behavior, and subscribers sometimes need to be moved forward, paused, or removed based on what they do outside the sequence. A Beam agent reads where a subscriber sits in a sequence, applies the approved rule for when to advance or stop them, such as removing them once they've made a purchase, and updates their sequence status in ConvertKit. Subscribers who qualify for two sequences that conflict with each other are routed to a human to decide which one takes priority.

Broadcast List Cleanup

Before a broadcast goes out in ConvertKit, the recipient list needs to reflect current unsubscribes, bounces, and segment membership. A Beam agent reads the list shortly before send time, applies the approved rule for removing unsubscribed or bounced addresses, and updates the list so the broadcast only reaches active subscribers who still belong in that segment. It notes how many addresses were removed and why, keeping the list's history traceable. Lists with a bounce rate or unsubscribe spike well above normal are routed to a human to check before the broadcast goes out.