Overview
The Contacts tab is a powerful organizational tool to help you manage the information for your contacts. In other words, the Contacts tab is your built-in Customer Relationship Management System (CRM) on Kajabi.
In Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts. Within the Contacts tab, you can manage existing contacts with Segments and Filters, and add new contacts to your site.
Filters help you narrow down your list by various topics or categories. This is a great way to manage contact accounts and create Segments.
How to use Filters
To filter your list:
Open the Contacts tab from the Dashboard.
Click Filters.
Select your Category, Conditional, and Value.
If desired, you can add additional filters to further narrow your results by clicking +Add filter.
Remove any Filter by clicking the trash can.
Click Apply Filters to see your results.
Category: A specific division or category on Kajabi (e.g., Email Activity).
Conditional: Dynamic requirements or conditions specific to the category selected.
Value: The specified parameter for the Category and Conditional.
Contacts tab Filters
Available Categories:
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Assessment
Available Conditional settings:
Completed
Passed
Failed
The Value will be any Assessment(s) you have created.
Contacts
Available Conditional settings:
Contact was added
Contact was not added
Contact is hidden
Then, specify the date range as the Value:
7 Days
15 Days
30 Days
60 Days
90 Days
Coupon
Available Conditional settings:
Coupon used
The Value will be any Coupon(s) you have created.
Custom Fields
Available Conditional settings:
Any custom fields created on your site.
Then, specify a Value for the selected custom field.
Default Fields
See results specific to your Default Form fields. Learn more about Form fields.
Available Conditional settings:
Name contains
Email contains
Phone number contains
Address contains
Address line 2 contains
City contains
State contains
Country contains
Zip code contains
Then, specify a Value for the selected default field.
Email Activity
Available Conditional settings:
Was delivered
Was not sent
Was opened
Was not opened
Was clicked
Was not clicked
Then, specify a date range as the Value:
7 Days
15 Days
30 Days
60 Days
90 Days
Email Broadcast
Available Conditional settings:
The Value will be any broadcast email(s) you have sent.
Email Engagement
Available Conditional settings:
Healthy Contacts
Passive Contacts
Unengaged Contacts
Inactive Contacts
Then, select one of two Values:
Include email open data
Exclude email open data
Email Sequence
Available Conditional settings:
Subscribed to
Not subscribed to
The Value will be any Email Sequence(s) you have created.
Events
Available Conditional settings:
Registered to
Not registered to
The Value will be any Event(s) you have created.
Forms
Available Conditional settings:
Submitted
Not submitted
The Value will be any Form(s) you have created.
Marketing Status
Available Conditional settings:
Subscribed
Hard bounced
Marked spam
Manually unsubscribed
Unsubscribed
Opted out
Never subscribed
Then, specify a date range as the Value:
7 Days
15 Days
30 Days
60 Days
90 Days
All time
Customers
Available Conditional settings:
Customer was active
Customer was not active
Customer joined in last
Is a customer
Then, specify a date range as the Value:
7 Days
15 Days
30 Days
60 Days
90 Days
All time
Offers
Available Conditional settings:
Owns
Does not own
Previously owned
Canceling
The Value will be any Offer(s) you have created.
Products
Available Conditional settings:
Has
Does not have
Previously owned
The Value will be any Product(s) you have created.
Tags
Available Conditional settings:
Has any
Has all
Does not have
The Value will be any Tag(s) you have created.