Documentation Index
Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
This glossary covers the different features, Kajabi terminology, and how they are used in Kajabi.Dashboard terms
Dashboard is your home base. This is the screen you see each time you log into your Kajabi account. Read Navigate the Dashboard for details.Stat cards
Opt-Ins are the number of people that have opted into a form over the last 30 days. This indicator allows you to see at a glance how many subscribers have been added to your list. Sales reflect, as a whole, how much money you have made on Kajabi in the past 30 days. Read Analytics overview for more details. Comments allow you to see how many comments you have received on all products and on all lessons. Read Manage Course comments for details. Customers reflect the number of people who have been granted or have purchased an offer over the past 30 days. Read Differentiate between customers and contacts for details.Product terms
Products
Products are a digital service that can be delivered online. A product is most commonly a course, a membership, a community, a resource center, or a webinar replay. Read Create a Product for details. Membership is a Product where you can add content on a pre-agreed basis where customers pay you a recurring fee in exchange for access to your membership content. Read Create a Product for details. Community is where your customers can virtually connect and discuss mediated and unmediated topics. A Kajabi Community, like a Facebook group, allows you to add customers to interact with one another. As the administrator, you can build an interactive and engaging space with your customers. Create topics, organize groups of people, and assign access to your Community members. Learn more about Kajabi Communities. Template is a pre-built template with a product outline already created as a guide. While templates are pre-built, you can edit them in any way you see fit. You can add modules, lessons, and assessments as needed. The template acts as a guide. Read Create a Product for details on different Product Templates, creating your Product, and Memberships and Communities in Kajabi. Product Outline is where you can organize and add content to your Product. Read View a Product Outline for details. Module is a way to break up your content so your customers can easily see the different topics available to them in your Product. Read Create a Module for details. Lesson is the home for each individual piece of your content. A lesson is where you can add your videos, text, downloadable files, automations, and an image. The lessons are the individual sections within a certain module. Read Create a Product Lesson for details. Quiz allows you to test your Course customers’ learning at any point in your Course using a variety of different question types. Learn more about Quizzes in Kajabi. Assessment is a test or a survey that allows you to gather information from your customers before, during, or after the course is complete. Learn more about Assessments in Kajabi. Product Preview is the view of your Product your customers will see. Read Preview a Product for details. Drip allows you to release modules of content X number of days after your customer has purchased your Offer. When adding in Drip days, add onto the original number. For example, 7, 14, 21 days for dripped modules. Read Use Drip content to release Product Lessons over time for details. Lock is a release option that allows your content to be released after your customer has completed your specified lesson. Read Lock content from a Course Outline for details. Draft is a release feature that allows you to hide your content from your customers as you build the lesson in your Product. Read Create a Product Lesson for details on lesson states and visibility.Offers
Offer is the price tag and the vehicle for delivering your Product. This means having the ability to provide your customers with different payment options for services and products you provide. Read Create an Offer for details. Upsell is a feature to encourage an additional sale. An Upsell presents an additional purchase opportunity after checkout. Upsell pages are built using the same Builder as your site and checkout pages and can be reused across multiple Offers. If they choose to purchase the Upsell Offer, it is processed as a separate transaction from the original Offer purchase. Read Add and edit an Upsell for details. Order Bump can be used as a way to advertise another offer directly from the checkout page. A customer goes through the checkout sequence and sees a simple option to add another Offer to their checkout right below the payment information. If you wish to include an Order Bump, when writing the description, keep in mind that it should refer to the Offer getting bumped. Read Add an Order Bump for details. Single Use Coupon is a single coupon that can be used for launches or special deals. This is where you can create a code likeBLACKFRIDAY and every time this code is entered there is a percent off (example: 20% off) discount applied. Read Create a Coupon for details.
Bulk Coupon Code is for when you want to provide a limited amount of coupons with unique links and upload them to a site like Groupon. Read Generate Coupon Codes in bulk for details.
Product Access allows the customers that purchase your Offer to gain access to the Product(s) included with the Offer on your specified day within the Product Access option. Read Give access to a Product on a specific date for details.
Restrict Access removes your customer from the Product(s) after your specified number of days. This means your customer no longer has access to the Product(s) of your Offer from their Library. Read Restrict Product access to a specific number of days for details.
Website terms
Design
Design is a section of the Website tab where you can design your Library, Store, Login, Static, Thank You, and Blog Pages along with your Pages containing your Blog Posts and Blog Search bar. Template Home is the homepage that your settings are defaulted to when you create your Kajabi account. When visitors enter your URL in their browser, this is the page that appears if you have not changed your settings in your Site Details. Read Build a Homepage for details. Navigation is where you add specific links that you want your visitors to access in the header of your site. The links in this navigation can include links on Kajabi and from other site pages. It can be any link you can copy and paste into your Navigation menu. Keep in mind, most of the time when creating your navigation menu, select link as the option. Read Add a menu to your page header for details. Manage Templates allows you to select from a variety of different templates that carry through your Design tab Pages. Read Customize a Website Template for details.Page Builder
Pages allow you to build individual landing pages to direct traffic. Your Pages can be used as opt-in pages, homepages, video players, and more. The various templates allow you to create different pages for different purposes with ease. Read Create a Page for details. Standalone Pages are not attached to any marketing funnel flows. Funnel Pages in the Pages tab are folders containing all of the Pages that exist in your funnel(s).Blog
Blog Posts are articles or videos that make up the content on your blog. Read Customize a Blog to edit and customize all of your blog pages and blog post layouts.Marketing terms
Funnels
Funnels bring marketing and sales together through the power of Automations. A funnel drives traffic to your opt-in page to capture lead information and send follow-up information to ultimately convert leads into paying customers. Legacy Funnels are used more for the purpose of offer conversion, rather than lead generation and offer conversion.Email Campaigns
Email Broadcast is one email sent out. This is most commonly used as an announcement or newsletter email. Read about Email Broadcasts in Kajabi to learn more. Email Sequence is an email or a list of emails that can be sent out after a trigger has been completed on your site. Read about Email Sequences in Kajabi to learn more. Email Stat: Bounced is when an email to a recipient fails, usually due to the recipient’s email not existing. Email Stat: Clicked is when your email recipient clicks any of the links included in your email. Email Stat: Opened emails occur when an email campaign has been delivered and viewed by the recipient. Read Email Metrics overview for more details.Types of emails
Marketing Emails are emails sent to your email list subscribers. These emails include Email Broadcasts, Email Sequences, and Event Emails. If they are not subscribed and have not approved to be sent marketing emails, they will not receive these types of emails. Read the Email Campaigns overview to learn more. System Generated Emails are emails sent regardless of whether or not your users are subscribed to marketing emails, as they alert them that an action has occurred within the app such as a purchase confirmed, Product access granted, and more. Read Edit the automated emails sent by a site for details. Event Emails have the same permissions as Marketing emails. Event emails are sent on a time-specific schedule before, during, and after your event. Read Create an Event for details. Read Understanding the difference between Marketing and Transactional emails for further detail.Automations
“When” Trigger is the signal that fires off an action when triggered. “Then” Trigger is the action that occurs after the “When” trigger has fired. Condition is an additional “only if” condition in the Automations infrastructure to allow you to filter your automation. For instance, say you want to add a tag to all users who have submitted a specific Form, but only if they answered a specific question on that Form with a specific answer. Read about Automations in Kajabi to learn more.Events
Events in Kajabi represent a date and time that can be surrounded by emails and automated actions. People can be registered to an Event by completing a Form, purchasing a Product, and many other Automations. This feature gives you the option to create marketing campaigns based on a time instead of explicitly creating marketing campaigns based on sign-up or purchase dates. Read Create an Event for details.Forms
Double Opt-In is a feature for your Forms. The Double Opt-In automatically sends a confirmation email to the address inputted on the Form. This email prompts your subscriber to confirm that they would like to be added to your list and receive your marketing emails. By using a Double Opt-In, you can improve the quality of leads you are receiving. When a lead confirms they want to remain a contact on your list, it shows they are interested in your business and have a higher likelihood of becoming a customer. Making a Double Opt-In a requirement also reduces the chances of your marketing emails being flagged as spam. Read Set up a Form with a Double Opt-In for details.Contacts terms
All Contacts
Subscriber is a contact (name and email) who has signed up to receive marketing emails. This can be done by agreeing to receive marketing emails when purchasing an Offer or by submitting a Form to be subscribed to your list. Customers are anyone who has purchased or has been granted access to an Offer. Customers have a blue checkmark icon on their avatar when scrolling through the All Contacts tab. Tags allow you to separate your list to easily target specific groups of contacts and perform a variety of actions such as setting up Automations with a Tag and sending Emails to specific contacts with your specified Tag(s). Lifecycle shows the amount of time a contact has been added as well as the transactions and interactions that have taken place since the contact joined your list or purchased an Offer. Grant Offer is an option to provide access to a Product and bypass needing payment. Read Grant an Offer for more details. Granting an Offer sends a system-generated email, the Offer Grant Email. Read Edit the automated emails sent by a site for details on editing your system-generated email.Assessments
Assessment is a test or a survey that allows you to gather information from your customers before, during, or after the course is complete. Read Assessments in Kajabi for details.Affiliates
Affiliates consist of people selling/marketing your course on your behalf while receiving a commission from you in the process. This is a scalable way to maximize revenue. Read the Affiliate overview for details.Settings terms
Payment Integrations are where you can connect Stripe and/or PayPal to your site. Read Connect Stripe to Kajabi and Connect PayPal to Kajabi for details. Email Templates are system-generated emails that get sent out when something happens within your Kajabi account. Review these templates and make any changes you wish to fit your brand and language. Read Edit the automated emails sent by a site for details. Domain is the address for your website such asexample.com. Domains can be registered from domain registrars such as GoDaddy or Google Domains and connected to your Kajabi site to replace the default Kajabi subdomain given to you. Learn to purchase a domain for more details.
Want to connect your custom domain? Learn to connect a custom domain to Kajabi.
Subdomain is the beginning portion of your website address such as www.example.com or courses.example.com (“www” and “courses” are the subdomains). Kajabi provides you with a default Kajabi subdomain for your site to help you get started.
Account Users come with different permissions depending on their Admin Roles. Read Add Admin Users for a site for details.