Kajabi's new visual Automation Builder introduces a redesigned search and filter experience that makes it faster and easier to locate and manage your workflows.
Note: This feature is available only to heroes who have:
Upgraded to the new visual Automation Builder
How to Add and Use Filters
You can filter automations by Trigger or Action type.
How to Add a Trigger or Action Filter:
From the Kajabi Dashboard, select Marketing-Automations.
On the Automations index page, choose Trigger or Action at the top of the dropdown.
Select a Trigger or Action
(Optional) Select an Operator and/or Value:
How to Use Multi-Select
Any dropdown (Trigger or Action) supports multi-select.
When multiple items are chosen, the dropdown displays “Multiple selected.”:
Editing and Removing Filters
Click an active filter to edit its selections.
Click Clear Filter to remove it.
Use Clear All to remove every applied filter:
Trigger Type Column
The new Trigger Type column displays an at-a-glance view of the automation’s triggers from the main Automations page.
How It Displays:
If the automation has multiple triggers, the column displays:
“Multiple Triggers”If the automation has one trigger, it displays the specific Trigger Type:
Automations Panel: Offers, Forms, and More
The Automations Panel shows every automation in which a specific item (such as an Offer or Form) appears as either a Trigger or an Action.\
How Items Display:
If the item appears as a Trigger:
It is shown under When
The immediately following node appears under Then:
If it appears as an Action:
It is shown under Then
The node immediately before it appears under When:
If multiple triggers are present:
Each trigger displays as its own When item.