Depending on your Kajabi subscription, you may have access to Basic or Advanced Automations. If you are on the Basic Plan, you have access to Basic Automations, whereas Growth and Pro Plans have access to Advanced Automations.
Learn more about each Kajabi Plan at kajabi.com/pricing.
Basic Automations
Basic Automations use a simple, powerful pairing: When this happens, Then this follows.
For example, with Basic Automations you can add a Tag or send an Email when someone submits a Form.
Basic Automations contain the When and Then fields
This enables you to create an Automation where When is the trigger and Then is the action that occurs once triggered
Basic Automations can be set up within Course Lessons, Offers, Funnels, Email Campaigns, Events, Forms, Quizzes, and Certificates of Completion
Advanced Automations
Compared to Basic Automations, Advanced Automations take your Automations one step further by giving you the ability to include a conditional filter.
For example, with Basic Automations you can use an Automation to add a Tag when someone submits a Form. With Advanced Automations, you can fine-tune your Automation further by adding the Tag only if the submitter selects a specific answer on that Form.
Advanced Automations contain the When, Then, and Add Condition filters
The Add Condition filter enables you to filter your Automation further with an Only if condition
This means you can create an Automation in which the When filter specifies the trigger that causes the specified action to occur in the Then field, only if the Add Condition filter applies. This gives you a vast amount of options to customize Automations to your specific needs
Advanced Automations allow you to edit, create, and delete Automations all within the Automations section of your Marketing tab as well as within Course Lessons, Offers, Funnels, Email Campaigns, Events, Forms, Quizzes, and Certificates of Completion
Wait Nodes, which hold an Automation for a set time before the next step runs, are moving out of this split so they work on every plan. That change is reaching accounts gradually, so Wait may still carry a Premium label on yours. Learn how to use a Wait Node
Note: Add Condition is what the conditional filter is called in the original Automations experience. On the upgraded experience the same conditions are the Only if filters you add on the Automation canvas. The Basic and Advanced plan split applies to both. Learn which Automations experience you have
Add a Basic vs. Advanced Automation
Basic Automations view
With Basic Automations enabled, your Automations section looks like this:
Advanced Automations view
The Automations section looks like this when Advanced Automations are enabled:
