With the rollout of the upgraded Automations experience, Kajabi is introducing a more powerful, flexible, and visual way to build Automations across your business. This article will guide you through what’s new, what’s changing, and how to take full advantage of the latest enhancements.

What’s Changing

New Banner and Upgrade Prompt

When accessing Automations, you’ll see a new banner inviting you to explore and upgrade to the enhanced version. Click Explore and Upgrade to begin:

Note: Once upgraded, the new Automations experience fully replaces the previous version. Rollbacks are not supported.

What to Expect After Upgrading

Visual Automations Replace Automation Rules

Existing automation rules will be copied into the new system; however, they will no longer exist in their previous format.
If your current automations share a trigger, they will not be combined into a single automation. They will appear as separate automations.
For example, if you currently have one automation that tags a contact and a separate automation that sends an email when a form is submitted, those will remain as two separate automations after the upgrade.
Automations are now created using a visual editor with nodes and branches.

Automation Blueprints

When you go to create a new automation, you’ll be taken to a modal with "Automation Blueprints". This is where you begin building your automation using a templated set of steps, or start from scratch.

Automation Basics

Triggers and Actions (When → Then)

Each automation starts with a When—a trigger event.
You can then add one or more Then actions that follow.
The new system allows multiple Then actions for a single trigger. Previously, only one Then trigger was allowed per automation.

Draft and Publish Status

Automations are not automatically published when created.
You can choose to set the automation to Draft or Published when editing.
Automations must be published to run:

If an automation contains an error or is missing information, a Publishing Unavailable message will appear.

Possible errors:

Must have at least one lead node
Must have at least one action node
Email action limit reached

New Features

Enhanced Automation Editor

Search bar: Find automations quickly by name or keyword.
Custom naming: Organize your automations with clear, descriptive names.
Total Enrolled: See how many times the automation has run. Note: Does not backfill historical data.
Icon tooltips: Hover over icons in the editor for helpful explanations.
Editable “When” text: Modify trigger names directly in the editor.
None Branch: A fallback path when no conditions in a branch are met.
Remove Branch Warnings: A confirmation appears before deleting branches.

Branching Logic

The new Automations editor now supports branching logic, allowing you to create conditional paths within your automation. If a contact meets the conditions set in a branch, they will follow that path. If not, they’ll follow the “None” branch instead.

Community Automations

Automations 2.0 offers Community automations! A new Automation blueprint has been added to the existing Automation blueprints, with additional “then” community actions also added to Automations.

The Welcome New Community Members with a DM automation blueprint will automatically send a personalized message to new Community members:

From the Kajabi Dashboard, click Marketing-Automations.
Select +New Automation.
Within the pop-up, choose Welcome New Community Members with a DM.
Customize the When trigger and Save.
Customize the message that will be sent when triggered. Remember to Save.
(Optional) Choose a contact to send a test message to, then hit Send Test.
Remember to hit Publish and Save the Automation to activate: