Before you begin
- Export your subscribers from Kit as a CSV, including tags and any custom fields you want to keep. Kit’s own documentation covers the current export path.
- Choose a Tag to mark this batch, such as
kit-import. Kajabi applies it to every contact in the file, and it becomes the trigger for the Automations you set up. - Decide which Email Sequence new visitors should receive. Create it first if it does not exist yet, so the Automation has something to point at. Email Sequences require a paid plan, and trial accounts can send Email Broadcasts.
Prepare the Kit export
- Put all of a contact’s tags in one column headed
Tags, separated by commas. - Combine First and Last Name into a single Name column, since Kajabi stores one name per contact. Use Google Sheets to combine first and last name.
- Give every column a distinct header, because duplicate headers stop the mapping step.
- Save the file as a
.csvno larger than 30 MB.
Purchase Source becomes a Kajabi custom field you can filter and segment on.
Build the welcome Automation before importing
The Tag is added trigger fires the moment a tag lands on a contact. Build this Automation first, and every contact in your file enters the Email Sequence as they import: each one picks up the Tag, the Automation fires, and the sequence starts sending on its schedule.Build the Automation on the canvas
- From the Dashboard, go to Marketing > Automations.
- Click + New automation, then select Or, start from scratch.
- Click + New trigger and select Tag.
- Under When, select Tag is added, then choose the tag you will use when importing contacts.
- Click Done.
- Click + Then and select Subscribe to an email sequence.
- Under Email sequence, choose the sequence you want to send.
- Click Done, then Save the Automation.
Build the Automation in the original Automations experience
- From the Dashboard, go to Marketing > Automations.
- Click + Add Automation.
- Under When, select Tag is added, then choose the tag you will use when importing contacts.
- Under Then, select Subscribe to an email sequence, then choose the sequence you want to send.
- Click Save.
Subscribe contacts who are already imported
If your import has already run, subscribe that batch directly from the Contacts tab.- From the Dashboard, open the Contacts tab.
- Click Filters, and in the first dropdown, select Tags.
- In the Conditional dropdown, choose Has any.
- Under Value, select the Tag used during import.
- Click Apply Filters.
- Check Select All, then open the Bulk Actions dropdown.
- Choose Subscribe to Email Sequence, choose the email sequence you want to use, and click Submit.
Import contacts and tags into Kajabi
- From the Dashboard, open the Contacts tab.
- Select All Contacts.
- Click + Add contacts.
- Select Import CSV, then click Upload File.
- Choose your
.csv, then click Continue to Upload. To paste rows in directly instead, select Copy/paste from file and click Continue to Import Actions. - Next, under Map Columns, review how Kajabi matched each column header. Confirm your tag column is mapped to Tags, and use Existing Field, New Field, or Skip Column to place anything else.
- Under Bulk Actions, use Add tags to apply your batch tag to everyone in the file. Grant offers gives access to an Offer at the same time, and Subscribe to marketing emails adds contacts to your marketing list.
- Review the summary under Confirm and start the import.
Note: You can import up to 40,000 contacts per day. Split a larger list into daily batches, each carrying the same batch tag.
Recreate Kit automations with Kajabi triggers and actions
Your tags arrive on the right contacts, so the logic you ran in Kit has the same signals to work from in Kajabi. An Automation pairs a When trigger with a Then action, and an Only if condition narrows when it runs. The patterns most Kit accounts depend on each map to one pairing:
Tags are only the entry point. Automations also trigger:
- Form submissions
- Offer purchases and grants
- Email opens and link clicks
- Quiz and Assessment results
- Lesson completions
- Event registrations
- Contact inactivity at 7, 30, 60, or 90 days
- Sending an email or an SMS
- Granting or revoking an Offer
- Sending a single-use coupon
- Sending a certificate
- Adding someone to a private Community channel
Note: Only if conditions are available on the Growth and Pro Plans. On the Basic Plan, an Automation pairs one When trigger with one Then action. Build Automations from Marketing > Automations, or from inside the Form, Offer, Email Campaign, or Course Lesson each one belongs to.
Branching and multi-step Automations
Kajabi’s upgraded Automations experience builds on a visual canvas, where one Automation holds multiple actions, branching logic, and wait steps, so a Kit automation that sends buyers one way and everyone else another becomes a single flow. On the original experience, chain Automations together with Tags. A Tag is added trigger paired with an Add a tag action hands a contact from one Automation to the next, which covers most branching. Explore the upgraded Automations experienceKeep Kit connected during the migration
Kajabi integrates with Kit directly, so your Kajabi Forms can keep feeding your Kit list while you build. The integration is labeled ConvertKit in Kajabi.- Open the Settings tab and select Third Party Integrations.
- Toggle on ConvertKit and paste your API Key.
- On any Kajabi Form, check Send the contact to a third party email provider, select ConvertKit, and add your Form ID.
Note: If double opt-in is on in both platforms, submitters receive two confirmation emails. Turn it off on one side while you run both. Use ConvertKit with Kajabi