> ## Documentation Index > Fetch the complete documentation index at: https://help.kajabi.com/llms.txt > Use this file to discover all available pages before exploring further. ## Submitting Feedback If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback: POST https://help.kajabi.com/feedback ```json { "path": "/articles/marketing/automations/understanding-automation-components", "feedback": "Description of the issue" } ``` Only submit feedback when you have something specific and actionable to report. # Understand Automation components > Get to know the building blocks of Automations, including triggers, actions, and conditional filters. **Automations** are powerful tools in Kajabi that use **conditional logic** to help you streamline processes by automating actions for your business. Each Automation is built around two required parts — what starts it **(When)** and what happens as a result **(Then)** — with an optional conditional filter you can add to narrow down when it applies **(Only if)**. For example, an Automation can take over the process of registering customers for an event. When the *Graphic Design for Beginners* **Offer** is purchased in the example below, the customer is registered for the *Virtual Summit* **Event**: Automation example **Note:** If you are on the Basic Plan, you have a number of **Basic Automations** available to you. If you are on the Growth or Pro Plan, you may use **Advanced Automations**. [Learn more about the difference between Basic Automations and Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations) ## When triggers - What starts an Automation **When** components are **triggers** that kick off Automations. **When** logic specifies that an event must occur to start an action (the **Then** component). When trigger ## When trigger components ### Offers * **Offer is purchased** - Trigger an Automation after a customer purchases your specified Offer * **Offer is purchased as a gift** - Trigger an Automation after a customer purchases your specified Offer as a gift. [Learn how to create and manage gift Offers](../../sales/offers/how-to-create-and-manage-gift-offers) * **Gift is redeemed** - Trigger an Automation when a customer redeems a gifted Offer * **Offer is granted** - Trigger an Automation when an Offer is granted. [Learn how to grant an Offer](../../sales/offers/how-to-grant-an-offer) **Note:** Granting an Offer is similar, but not the same as, a [Free Offer](../../sales/offers/how-to-create-a-free-offer) purchase. If the Automation is set to start after the purchase of a Free Offer, granting that Offer does not trigger it, because a Free Offer requires the customer to go through the [checkout process](../../sales/offers/what-happens-when-a-customer-purchases-my-offer). * **Recurring payments cancelation initiated/completed** - Trigger an Automation anytime a subscription or payment plan cancelation is initiated or completed (by you or your customer), or when all payments of a plan have been paid **Note:** This trigger was previously named "Offer is deactivated." ### Assessments * **Assessment is completed** - When an Assessment is completed, its final Question (when it is attached to a Lesson) or Contact information (when it is an [Assessment embedded on a page](../../website/pages/how-to-add-an-assessment-block)) must be submitted ### Certificate * **Certificate is sent** - Trigger an Automation when a Certificate of Completion is sent to a Course customer [Learn about Certificates of Completion](../../products/courses/course-completion-certificates) ### Tags * **Tag is added** - Trigger an Automation when a Tag is added to a Contact (manually or by another Automation) * **Tag is removed** - Trigger an Automation when a Tag is removed from a Contact (manually or by another Automation) [Learn about using Tags](../../contacts/manage-your-contacts/tags-overview) ### Email Broadcasts * **Email broadcast is opened** - Trigger an Automation when a broadcast email is opened by a recipient * **Link in email broadcast is clicked** - Trigger an Automation when a recipient clicks a link from the selected Email Broadcast [Learn about Email Broadcasts](../../marketing/email-campaigns/email-campaigns-overview) **Note:** The **View in web browser** and **Unsubscribe** buttons within an Email Broadcast are not recognized as links for the **Link in email broadcast is clicked** trigger. ### Email Sequences * **Email sequence is completed** - Trigger an Automation after the final email in your Email Sequence is sent [Learn about Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence) ### Email Sequence Emails * **Email sequence email is sent** - Trigger an Automation when a specific email in an Email Sequence is sent to recipients * **Email sequence email is opened** - Trigger an Automation when a specific email in an Email Sequence is opened by a recipient * **Email sequence email is clicked** - Trigger an Automation when a recipient clicks a link in a specific email in an Email Sequence ### Events * **Event is registered** - Trigger an Automation when a Contact registers for a specified Event on Kajabi [Learn about Events](../../marketing/events/event-overview) ### Forms * **Form is submitted** - Trigger an Automation to complete an action after the selected Form is submitted [Learn about Forms](../../marketing/forms/create-and-build-your-form) ### Activity Trigger an Automation based on activity: * **Person has been inactive for 7 days** * **Person has been inactive for 30 days** * **Person has been inactive for 60 days** * **Person has been inactive for 90 days** [Learn how to define customer activity](../../contacts/manage-your-contacts/how-to-define-customer-activity) ### Lessons * **Lesson is completed** - Trigger an Automation after a Course Lesson is marked as complete ### Quizzes Trigger Automations that kick off **Then** actions after a Quiz is completed or graded: * **Quiz is completed** * **Quiz is failed** * **Quiz is passed** [Learn about Quizzes](../../products/courses/course-quizzes) ### Social Media Trigger an Automation after a comment is received on a Facebook or Instagram post or any comment is received on those social media accounts: * **Instagram comment is received** * **Any Instagram comment received** * **Facebook comment received** * **Any Facebook comment received** [Learn about Universal Inbox / Comment-to-DM](../../marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) ### Coaching * **Coaching session completed** - Trigger an Automation after a Coaching session is completed by a customer * **All coaching sessions completed** - Trigger an Automation after all Coaching sessions are completed by a customer * **Coaching sessions remaining** - Trigger an Automation when a specific number of Coaching sessions are remaining for a customer * **Additional coaching sessions purchased** - Trigger an Automation when additional Coaching sessions are purchased by a customer * **Coaching upcoming invoice due date** - Trigger an Automation to send something ahead of a Coaching customer's invoice due date * **Coaching invoice overdue** - Trigger an Automation when a customer's Coaching invoice payment is overdue [Learn more about Coaching](../../products/coaching/coaching-product-overview) ## Then actions - What an Automation does **Then** components define the action to occur in response to a **When** event trigger. Then action ### Offers * **Grant an offer** - An Automation that grants a specific Offer after a triggered event occurs * **Revoke an offer** - An Automation that revokes access for a specific Offer after a triggered event occurs * **Deactivate from offer** (discontinues payment and access) - An Automation that revokes access to a specific Offer and stops future payments after a triggered event occurs * **Send an offer** - An Automation that sends an Offer to specific Contacts * **Action by pricing option** - An Automation that performs an action based on which **Pricing option** is purchased, including: * Revoke an offer * Deactivate from offer Action by pricing option **Tip:** You can use Automations to manage billing changes between **Pricing options**. For example, trigger an Automation to deactivate an annual subscription when a customer purchases the monthly Pricing option for the same Offer. ### Email Sequences An Automation that subscribes or unsubscribes Contacts from a specific Email Sequence after a triggered event occurs: * **Subscribe to an email sequence** * **Unsubscribe from an email sequence** [Learn about Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence) ### Events Automations that register or deregister Contacts to or from an Event after a trigger occurs: * **Register to an event** * **Deregister from an event** [Learn about Events](../../marketing/events/event-overview) ### Tags Automations that add or remove a Tag after a triggered event occurs: * **Add a tag** * **Remove a tag** [Learn to use Tags](../../contacts/manage-your-contacts/tags-overview) ### Emails Send a custom, [transactional email](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails#h_10792cbc-adb4-4a78-9c53-cb8724f78408) to a Contact or your team after a triggered event occurs: * **Send an email** **Important:** By default, the **Send an email** action within Automations includes the following placeholder text. Be sure to update this. **Subject:** `Subject` **Email body:** ```text wrap theme={null} Hello {{ first_name }}, Use this action to congratulate a user on reaching a milestone, send a quick product update, or leave a notification for your users. Include images or links to create a fun, personal message for your recipients. Thanks, Kajabi Product Team ``` ### Coupons Send a unique, single-use **Coupon code** with a custom email after a triggered event occurs: * **Send a single-use coupon** [Learn about single-use coupon codes](../../sales/coupons/how-to-use-single-use-coupon-automations) ### Certificates Send a customer a customized Certificate of Completion for a Course after a triggered event occurs: * **Send a certificate** [Learn about Course Certificates of Completion](../../products/courses/course-completion-certificates) ### Social Media Send a Contact an Instagram or Facebook message or reply after a triggered event occurs: * **Send an Instagram direct message** * **Send an Instagram reply** * **Send a Facebook direct message** * **Send a Facebook reply** [Learn about Universal Inbox / Comment-to-DM](../../marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) ### Coaching * **Cancel coaching sessions** - Cancel a single Coaching session or all upcoming Coaching sessions after a specific triggered event occurs * **Remove coaching sessions** - Remove all upcoming Coaching sessions for customers with an unpaid invoice * **Send coaching invoice reminder** - Send a reminder to specific customers that they have an unpaid or overdue invoice for Coaching * **Send coaching session survey** - Send a survey to customers after a Coaching session concludes * **Send coaching program survey** - Send a survey to customers after a Coaching program concludes [Learn about Coaching](../../products/coaching/coaching-product-overview) ### Community * **Send Community DM** - Send a direct message to a specific member or a group of members of your Community after a triggered event occurs * **Add a member to a private channel** - Add a member to a private channel in your Community after a triggered event occurs * **Remove a member from private channel** - Remove a member from a private channel in your Community after a triggered event occurs * **Post in channel** - Add a post in a specific Channel in your Community after a triggered event occurs [Learn about Communities](../../products/community/build-kajabi-communities) ## Only if filters - Conditional logic Filters let you create an Automation that subscribes Contacts to an Email Sequence after they've completed a Quiz, and then registers them for a specific Event: Automation filter example **Note:** The **Only if** filter must match the collected data. A specific value is based on "contains" rather than an "exact match." ### Contact filters * **Is subscribed** - Add a condition that says the customer must be subscribed to receive your marketing emails * **Is a Customer** - Add a condition that says the Contact must be a customer of your site. [Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) * **Is hidden** - Add a condition that says the Contact must be hidden in your list. [Learn about hiding Contacts](../../contacts/manage-your-contacts/hiding-your-contacts) * **Has a hard-bounced delivery** - Add a condition that says the Contact's email address has hard-bounced. [Learn about hard-bounced Contacts](../../marketing/email-campaigns/email-metrics-overview#bounced) * **Excluded from mailing** - Add a condition that says the Contact must be excluded from your mailing list for being high-risk inactive and not engaging with 25 or more emails ### Contact activity filters * **Contact added in the last** - Add a condition that says the Contact was added to your site during a specific time period * **Contact added before the last** - Add a condition that says the Contact was added to your site before a specific time period [Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) ### Customer activity filters * **Customer joined in the last** - Add a condition that says the customer joined your site during a specific time period * **Customer visited a page on your site in the last** - Add a condition that says the customer visited a specific page on your site during a specific time period * **Customer has not visited a page on your site in the last** - Add a condition that says the customer did not visit a specific page on your site during a specific time period [Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) ### Email engagement filters * **Healthy contacts (engaged 0-90 days ago)** - Add a condition that says the Contact engaged with your marketing emails within the past 90 days * **Passive contacts (engaged 91-180 days ago)** - Add a condition that says the Contact engaged with your marketing emails between 91 and 180 days ago * **Unengaged contacts (engaged 181-270 days ago)** - Add a condition that says the Contact engaged with your marketing emails between 181 and 270 days ago * **Inactive contacts (engaged 270+ days ago)** - Add a condition that says the Contact last engaged with your marketing emails more than 270 days ago [Learn about Email Campaigns](../../marketing/email-campaigns/email-campaigns-overview) ### Email activity filters * **Delivered an email in last** - Add a condition that says the Contact received a marketing email from your site during a specific time period * **Hasn't been delivered an email in last** - Add a condition that says the Contact did not receive a marketing email from your site during a specific time period * **Opened an email in last** - Add a condition that says the Contact opened a marketing email from your site during a specific time period * **Hasn't opened an email in last** - Add a condition that says the Contact has not opened a marketing email from your site during a specific time period * **Hasn't clicked an email in last** - Add a condition that says the Contact has not clicked a link in a marketing email from your site during a specific time period * **Clicked an email in last** - Add a condition that says the Contact clicked a link in a marketing email from your site during a specific time period [Learn about Email Metrics](../../marketing/email-campaigns/email-metrics-overview) ### Form filters * **Submitted any of these form(s)** - Add a condition that says the Contact has submitted a specific form or forms (multiple forms can be selected) * **Has not submitted form(s)** - Add a condition that says the Contact has not submitted a specific form or forms (multiple forms can be selected) [Learn about Forms](../../marketing/forms/create-and-build-your-form) ### Assessment filters * **Completed any of these assessment(s)** - Add a condition that says the Contact has completed a specific assessment or assessments (multiple assessments can be selected) * **Passed any of these assessment(s)** - Add a condition that says the Contact has passed a specific assessment or assessments (multiple assessments can be selected) * **Failed any of these assessment(s)** - Add a condition that says the Contact has failed a specific assessment or assessments (multiple assessments can be selected) [Learn about Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) ### Product filters * **Owns any of these product(s)** - Add a condition that says the customer has a specific product or products (multiple products can be selected) * **Does not own product(s)** - Add a condition that says the customer does not have a specific product or products (multiple products can be selected) * **Previously owned product(s)** - Add a condition that says the customer used to own a specific product or products (multiple products can be selected) [Learn about Products](../../products/courses/courses-overview) ### Offer filters * **Has any of these offer(s)** - Add a condition that says the customer must have a specific offer or offers (multiple offers can be selected) * **Does not have offer(s)** - Add a condition that says the customer does not have a specific offer or offers (multiple offers can be selected) * **Previously owned offer(s)** - Add a condition that says the customer used to have a specific offer or offers (multiple offers can be selected) * **Canceling offer(s)** - Add a condition that says the customer has begun the cancellation process for a subscription offer (multiple offers can be selected) [Learn about Offers on Kajabi](../../sales/offers/offers-overview) ### Coupon filters * **Used any of these coupon code(s)** - Add a condition that says the customer used a specific coupon code or codes (multiple coupon codes can be selected) [Learn about Coupons on Kajabi](../../sales/coupons/how-to-create-a-coupon) ### Email Broadcast filters * **Sent email broadcast** - Add a condition that says the Contact was sent a specific email broadcast * **Was not sent email broadcast** - Add a condition that says the Contact was not sent a specific email broadcast * **Opened email broadcast** - Add a condition that says the Contact opened a specific email broadcast * **Has not opened email broadcast** - Add a condition that says the Contact has not opened a specific email broadcast * **Clicked email broadcast** - Add a condition that says the Contact clicked a link in a specific email broadcast * **Has not clicked email broadcast** - Add a condition that says the Contact has not clicked a link in a specific email broadcast * **Email broadcast bounced** - Add a condition that says the delivery of a specific email broadcast to the Contact bounced (was refused by the recipient's email server) * **Email broadcast did not bounce** - Add a condition that says the delivery of a specific email broadcast to the Contact did not bounce * **Email broadcast dropped** - Add a condition that says the delivery of a specific email broadcast to the Contact was dropped (not sent due to a reason such as previous bounces or the Contact unsubscribed) * **Email broadcast was not dropped** - Add a condition that says the delivery of a specific email broadcast to the Contact was not dropped [Learn about Email Broadcasts](../../marketing/email-campaigns/email-campaigns-overview) ### Email Sequence filters * **Subscribed to email sequence** - Add a condition that says a Contact must be subscribed to a specific email sequence * **Is not subscribed to email sequence** - Add a condition that says a Contact must not be subscribed to your specific email sequence [Learn about Email Sequences](../../marketing/email-campaigns/create-an-email-sequence) ### Event filters * **Registered to event** - Add a condition that says a Contact must be registered for a specific event * **Is not registered to event** - Add a condition that says a Contact must not be registered for a specific event [Learn about Events on Kajabi](../../marketing/events/event-overview) ### Tag filters * **Has any of these tag(s)** - Add a condition that says a Contact must have any of the specified tags (multiple tags can be selected) * **Has all of these tag(s)** - Add a condition that says a Contact must have all of the specified tags (multiple tags can be selected) * **Does not have tag(s)** - Add a condition that says a Contact does not have any of the specified tags (multiple tags can be selected) [Learn to use Tags](../../contacts/manage-your-contacts/tags-overview) ### Default field filters * **Name contains** - Add a condition that says a Contact's Name must contain a specific value * **Email contains** - Add a condition that says a Contact's Email must contain a specific value * **Phone Number contains** - Add a condition that says a Contact's Phone Number must contain a specific value * **Address contains** - Add a condition that says a Contact's Address must contain a specific value * **Address Line 2 contains** - Add a condition that says a Contact's Address Line 2 must contain a specific value * **City contains** - Add a condition that says a Contact's City must contain a specific value * **State contains** - Add a condition that says a Contact's State must contain a specific value * **Country contains** - Add a condition that says a Contact's Country must contain a specific value * **Zip Code contains** - Add a condition that says a Contact's Zip Code must contain a specific value * **Business Number contains** - Add a condition that says a Contact's Business Number must contain a specific value [Learn to add and edit Contacts](../../contacts/manage-your-contacts/how-to-edit-your-contacts-information) ### Custom field filters Add a condition that applies to one of the custom fields you've created for your Forms. Which ones appear are unique to your site. [Learn to add and edit Form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form)