Learn about Automations to simplify and streamline your time spent on Kajabi.
In this article:
What are automations?
Automations on Kajabi are an incredibly powerful tool that uses "when, then, but only if" logic to help you streamline Kajabi processes and ultimately automate basic admin actions.
Depending on your Kajabi Subscription Plan, you may have access to Basic or Advanced Automations.
If you are on the Basic Plan, you will have access to Basic Automations, whereas Growth and Pro Plans have access to Advanced Automations.
Note:
Growth and Pro Plans have access to create any Automation within the Marketing tab. Basic Plans will only have access to create Automations in various other areas of Kajabi.
Creating automations
You'll have the option to add many custom Automations in numerous places on Kajabi.
Where can I add an automation?
Automations can be created in:
Funnels
(Example: when someone submits a form to opt into your email list, then subscribe them to a welcome email sequence as the next step of your funnel)Email Campaigns
(Example: when an email broadcast is opened, then add an "opened email" tag to the contact record of the person who opened it)Events
(Example: when someone registers for an event, then send them an email with event info)Forms
(Example: when someone submits a form to sign up for your free lead magnet product, then grant them the offer for that product)Offers
(Example: when someone purchases an offer for your course, then add a "paid student" tag to the contact record for that person)Course Lessons
(Example: when a lesson is completed, then send an email congratulating the person on their progress)Quizzes
(Example: when a quiz is passed, then add a "passed quiz" tag to the contact record for that person)Certificates of Completion
(Example: when a quiz is passed, then send a certificate of completion to that person)
Tip:
Check out the bottom of Editors in Kajabi to add Automations!
To create a new Automation:
Click + Add Automation.
Select a "When" action as an event trigger.
Choose a "Then" action as a response event.
Add a condition if desired (optional and only available with Advanced Automations).
Click Save to keep your changes:
Conditionals in automations
Conditionals in Automations allow you to add an "Only if" condition to your Automation.
This feature is only available with Advanced Automations.
For example, say you want to add a Tag to all contacts who submitted a Form, but only if they answered a question on that Form with a specific answer.
Note:
The conditional filter matches the collected data and your specified value based on "contains" rather than an "exact match".
Example Scenario:
You're creating a customer color survey to find out what the most common favorite color is among your customers.
Create a Form with a custom field asking "What is your favorite color?"
Add specific answers to choose from, or leave it open-ended:
Now, add the Automation either directly from the Form Editor, or from the Automations Dashboard under the Marketing tab:
If you just created a new Form or added a new Form Field, click Save at the upper right of the Form Editor to save and apply your changes.
Click Add Automation.
The "When" action will already be selected if you are creating the Automation from the Form editing page (i.e. "When form is submitted").
Choose your "Then" action. In this example, we'll use the Add a tag action.
Finally, add your condition. Here, we only want to tag users with the "Blue" tag if they chose blue as their favorite color (navigate to the end of the dropdown menu under Custom Field Filters).
Click Apply, and then Save:
Note:
This same Automation can be created and configured in the Automations dashboard under the Marketing tab.
How to add Automations on Kajabi
Funnels
To add an Automation to your Funnel:
Open the Marketing tab from the Dashboard.
Then, select Funnels.
Create a new Funnel or edit an existing one.
Click Add Automation.
Create your Automation as desired:
Email Campaigns
To add an Automation to an unsent Email Sequence or Email Broadcast:
Open the Marketing tab from the Dashboard.
Then, click Email Campaigns.
Create a new Email Campaign or edit an existing one.
Email Broadcast
Click + Add Automation in the Content Editor:
Email Sequence
Click + Add Automation for the email you wish to edit or create a Subscribe/Unsubscribe trigger:
Events
To add an Automation to an Event:
Open the Marketing tab from the Dashboard.
Then, select Events.
Create a new Event or edit an existing one.
Click + Add Automation.
Create your Automation as desired:
Forms
To add an Automation to a Form:
Open the Marketing tab from the Dashboard.
Then, select Forms.
Create a new Form or edit an existing one.
Click + Add Automation.
Create your Automation as desired:
Offers
To add an Automation to an Offer:
Open the Sales tab from the Dashboard.
Then, select Offers.
Create a new Offer or edit an existing one.
Click + Add Automation.
Create your Automation as desired:
Course Lessons
To add an Automation to a Lesson in a Course:
Open the Products tab from the Dashboard.
Select Courses.
Create a new Course or edit a Lesson in an existing Course.
Click + Add Automation.
Create your Automation as desired:
Quizzes
To add an automation to a Quiz:
Open the Products tab from the Dashboard.
Select Courses.
Create a new Course or edit a Quiz in an existing Course.
Inside the Quiz Editor, select Settings.
Click + Add Automation.
Create your Automation as desired:
Certificates of Completion
To add an automation to a Certificate of Completion:
Open the Products tab from the Dashboard.
Select Courses.
Create a new Course or edit a Certificate in an existing Course.
From the Course Outline, select Certificates.
If you haven't yet, create and save your Certificate of Completion (note: you won't see the Automations settings until after you've saved the Certificate).
Click Add An Automation.
Create your Automation as desired:
Filtering your automations
Search through your library of Automations in your Automations tab by using filters:
Open the Marketing tab from your Dashboard.
Click Automations.
Open Filters.
Select the When Trigger from the dropdown.
Select the Then Action from the dropdown.
Click Apply to view your filtered results:
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And that’s how you can get started with Automations! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!