Overview
Automations are powerful tools in Kajabi that use conditional logic to help you streamline Kajabi 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 new 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:
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.
'When' - 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 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.
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.
Note: Granting an Offer is similar, but not the same as, 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.
Recurring payments cancelation initiated/completed
Trigger an Automation anytime a subscription or payment plan cancelation is initiated or completed (by yourself or your customer), or when all payments of a plan have been paid.
Note: This trigger was previously called Subscription payment canceled.
Subscription payment successful
Trigger an Automation when your customer's Offer subscription payment is successful.
Subscription payment failed
Trigger an Automation after the first subscription payment fails.
Subscription cancelation initiated
Trigger an Automation when a customer starts to cancel a subscription.
Subscription cancelation complete
Trigger an Automation when a subscription cancellation is finalized at the end of the customer’s remaining payment period.
Payment plan complete
Trigger an Automation when all payments of a plan have been paid.
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 ) must be submitted.
Certificate
Certificate is sent
Trigger an Automation when a Certificate of Completion is sent to a Course customer.
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).
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.
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.
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.
Forms
Form is submitted
Trigger an Automation to complete an action after the selected Form is submitted.
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
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
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
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.
'Then' actions - What an Automation does
Then components define the action to occur in response to a When event trigger.
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
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
Events
Automations that register or deregister Contacts to or from an Event after a trigger occurs:
Register to an event
Deregister from an event
Tags
Automations that add or remove a Tag after a triggered event occurs:
Add a tag
Remove a tag
Emails
Send a custom, transactional email to a Contact or your team after a triggered event occurs:
Send an email
Coupons
Send a unique, single-use Coupon code with a custom email after a triggered event occurs:
Send a single-use coupon
Certificates
Send a customer a customized Certificate of Completion for a Course after a triggered event occurs:
Send a certificate
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
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 as yet unpaid or overdue invoice for Coaching.
Send coaching session survey
Send a survey to customers after a Coaching session concludes.
Send coaching session survey
Send a survey to customers after a Coaching program concludes.
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 new or current member to a private channel in your Community after a triggered event occurs.
Remove a member from private channel
Add a new or current member to 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.
Note: Push notifications are currently not supported with Automations.
'Only if' conditional Filters
Only if conditional components, or Filters, in the Automations flow let you add an Only if condition to a Then statement. Filters are only available with Advanced Automations.
For example, 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:
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.
Is hidden
Add a condition that says the Contact must be hidden in your list.
Learn about hiding Contacts.
Has a hard-bounced delivery
Add a condition that says the Contact's email address has hard-bounced.
Learn about hard-bounced Contacts.
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 of your emails.
Learn about Contact exclusion.
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.
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.
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.
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.
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).
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).
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).
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).
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).
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.
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.
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.
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).
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.
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.