Kajabi's visual Automation Builder includes a redesigned search and filter experience that makes it faster and easier to locate and manage your workflows.
Note: Upgrading to the visual Automation Builder is required for these features.
Add and use filters
You can filter Automations by Trigger or Action type.
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.
Use multi-select
Any dropdown (Trigger or Action) supports multi-select
When multiple items are chosen, the dropdown displays Multiple selected
Edit and remove filters
Click an active filter to edit its selections
Click Clear filter to remove it
Use Clear all to remove every applied filter at once. It appears only once at least one filter is applied
Trigger type column
The 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