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Kajabi’s visual Automation Builder includes a redesigned search and filter experience that makes it faster and easier to locate and manage your workflows.
Note: Upgrading to the visual Automation Builder is required for these features, and they are also rolling out gradually on top of it. If you have upgraded but do not see filters on your Automations page, they are not available on your account yet.

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Add and use filters

You can filter Automations by Trigger or Action type.

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Add a trigger or action filter

  1. From the Kajabi Dashboard, select Marketing > Automations.
  2. On the Automations index page, choose Trigger or Action at the top of the dropdown.
  3. Select a Trigger or Action.
  4. (Optional) Select an Operator and/or Value.

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Use multi-select

  • Any dropdown (Trigger or Action) supports multi-select
  • When multiple items are chosen, the dropdown displays Multiple selected

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Edit and remove filters

  • Click an active filter to edit its selections
  • Click Clear filter to remove it
  • Use Clear all to remove every applied filter at once. It appears only once at least one filter is applied

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Trigger type column

The Trigger Type column displays an at-a-glance view of the Automation’s triggers from the main Automations page.

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How it displays

  • If the Automation has multiple triggers, the column displays Multiple Triggers
  • If the Automation has one trigger, it displays the specific Trigger Type

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Automations panel: Offers, Forms, and more

The Automations Panel shows every Automation in which a specific item (such as an Offer or Form) appears as either a Trigger or an Action.

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How items display

If the item appears as a Trigger:
  • It is shown under When
  • The immediately following node appears under Then
If it appears as an Action:
  • It is shown under Then
  • The node immediately before it appears under When
If multiple triggers are present:
  • Each trigger displays as its own When item