Automations overview

Automations on Kajabi use When, Then, and Only if logic to help you streamline processes and automate basic admin actions. Your Kajabi plan determines which you get: the Basic Plan includes Basic Automations, and Growth and Pro Plans include Advanced Automations. Learn more about the difference between Basic Automations and Advanced Automations

​

Which Automations experience you have

Kajabi has two versions of Automations, and the steps you follow depend on which one your account is using.

• The original Automations experience builds one When trigger and one Then action at a time, from a panel inside the Editor you are working in. This page documents that version.
• The upgraded Automations experience builds Automations visually on a canvas, with multiple actions, branching logic, and multiple triggers in a single Automation.

Upgrading is your choice. When you open Automations, a banner invites you to move to the upgraded experience, and you upgrade by clicking Explore and Upgrade. If your Automations open on a visual canvas rather than a panel, you are already on the upgraded experience, and the steps below will not match what you see. Explore the upgraded Automations experience covers what changed, and Understand Automation components lists every trigger, action, and filter available in it.

​

Where to add an Automation

You can add custom Automations in numerous places on Kajabi:

• Funnels - When someone submits a Form to opt into your email list, then subscribe them to a welcome Email Sequence as the next step of your Funnel
• Email Campaigns - When an Email Broadcast is opened, then add an opened email Tag to the Contact record of the person who opened it
• Events - When someone registers for an Event, then send them an email with Event info
• Forms - When someone submits a Form to sign up for your free lead magnet product, then grant them the Offer for that product
• Offers - When someone purchases an Offer for your Course, then add a paid student Tag to the Contact record for that person
• Course Lessons - When a Lesson is completed, then send an email congratulating the person on their progress
• Quizzes - When a Quiz is passed, then add a passed quiz Tag to the Contact record for that person
• Certificates of Completion - When a Quiz is passed, then send a Certificate of Completion to that person

​

Create an Automation in the original experience

Wherever you are adding it from, the Automation itself is built the same way:

1. Click + Add Automation.
2. Select a When action as an event trigger.
3. Choose a Then action as a response event.
4. Add a condition if desired (optional and only available with Advanced Automations).
5. Click Save to keep your changes.

On the upgraded experience you build the Automation on a canvas instead, where one trigger can lead to several actions. Explore the upgraded Automations experience

​

Conditionals in Automations

Conditionals in Automations allow you to add an Only if condition to your Automation. This feature is only available with Advanced Automations. For example, you want to add a Tag to all contacts who submitted a Form, but only if they answered a question on that Form with a specific answer.

​

Example scenario

You’re creating a customer color survey to find out what the most common favorite color is among your customers.

1. Create a Form with a custom field asking “What is your favorite color?”
2. Add specific answers to choose from, or leave it open-ended.
3. Add the Automation either directly from the Form Editor, or from the Automations Dashboard under the Marketing tab.
4. If you just created a Form or added a Form field, click Save at the upper right of the Form Editor to save and apply your changes.
5. Click Add Automation.
6. The When action is already selected if you are creating the Automation from the Form editing page (i.e. “When form is submitted”). Choose your Then action. In this example, select the Add a tag action.
7. Add your condition. Here, you only want to tag users with the “Blue” tag if they chose blue as their favorite color (navigate to the end of the dropdown menu under Custom Field Filters).
8. Click Apply, and then Save.

​

Add an Automation from each location

​

Add an Automation to a Funnel

1. Navigate to the dashboard and go to the Marketing tab.
2. Click Funnels to view your Funnels.
3. Create a new Funnel or edit an existing Funnel.
4. Click the + icon to add an Automation to the Funnel.
5. Create your Automation: define the trigger, actions, and any conditions as needed.
6. Click Save once you’re done to apply the Automation to the Funnel.

Learn more about Funnels on Kajabi

​

Add an Automation to an Email Campaign

1. Open the Marketing tab from the Dashboard.
2. Click Email Campaigns.
3. Create a new Email Campaign or edit an existing one.

Learn more about Email Campaigns on Kajabi

​

Email Broadcast

Click + Add Automation in the Content Editor:

​

Email Sequence

Click + Add Automation for the email you wish to edit or create a Subscribe/Unsubscribe trigger:

​

Add an Automation to an Event

1. Open the Marketing tab from the Dashboard.
2. Select Events.
3. Create a new Event or edit an existing one.
4. Click + Add Automation.
5. Create your Automation as desired.

Learn more about Events

​

Add an Automation to a Form

1. Open the Marketing tab from the Dashboard.
2. Select Forms.
3. Create a new Form or edit an existing one.
4. Click + Add Automation.
5. Create your Automation as desired.

Learn more about Forms

​

Add an Automation to an Offer

1. Open the Sales tab from the Dashboard.
2. Select Pricing.
3. Create a new Offer or edit an existing one.
4. Click the Purchase flow tab.
5. Click + Add Automation.
6. Create your Automation as desired.

Learn more about Offers

​

Add an Automation to a Course Lesson

1. Open the Products tab from the Dashboard.
2. Select Courses.
3. Create a new Course or edit a Lesson in an existing Course.
4. Click + Add Automation.
5. Create your Automation as desired.

Learn more about Course Lessons

​

Add an Automation to a Quiz

1. Open the Products tab from the Dashboard.
2. Select Courses.
3. Create a new Course or edit a Quiz in an existing Course.
4. Inside the Quiz Editor, select Settings.
5. Click + Add Automation.
6. Create your Automation as desired.

Learn more about Quizzes

​

Add an Automation to a Certificate of Completion

1. Open the Products tab from the Dashboard.
2. Select Courses.
3. Create a new Course or edit a Certificate in an existing Course.
4. From the Course Outline, select Certificates.
5. If you haven’t yet, create and save your Certificate of Completion (you won’t see the Automations settings until after you’ve saved the Certificate).
6. Click Add An Automation.
7. Create your Automation as desired.

Learn about Certificates of Completion

​

Filter Automations

Search through your library of Automations in your Automations tab by using filters:

1. Open the Marketing tab from your Dashboard.
2. Click Automations.
3. Open Filters.
4. Select the When Trigger from the dropdown.
5. Select the Then Action from the dropdown.
6. Click Apply to view your filtered results.