Defining Automation Triggers

Kayla M.

Updated

Learn about each Automation setting to help you create Automations on Kajabi.


In this article:


What are Automation triggers?

First, let's review what an Automation is.

Automations are powerful tools on Kajabi that use "when", "then", and "only if" logic to help you streamline Kajabi processes by automating actions for your business.

Learn more about Automations.

Automation triggers are the moving parts of an Automation on Kajabi. 

Just like a light switch is the trigger to turn on and shut off a light, Automations require a trigger event to set in motion a specified response action. 

For example, an Automation can automate the process of registering new Customers to an Event.

In the example below, when the Graphic Design for Beginners Offer is purchased, then the customer will be registered to the Virtual Summit event:

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Depending on your Kajabi Subscription Plan, you may have access to Basic or Advanced Automations.

If you are on the Basic Plan, you will have access to Basic Automations. If you are on the Growth or Pro Plan, you will have access to Advanced Automations.

Learn more about the difference between Basic Automations and Advanced Automations.


"When" action triggers

"When" triggers are the events that set off or activate an Automation "Then" action:

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Quick recap: Automations work with "when", "then", and "only if" logic. 

In this case, the "When" trigger specifies the event that must occur to set off the Automation action or the "Then" event.

Let's dive into the definitions for each When trigger.

Assessment

Trigger your desired "Then" response when an Assessment is completed:

  • Assessment is completed

For an Assessment to be completed, the final Assessment question or contact information (if it is an Assessment on a page) must be submitted.

Certificate

Trigger your desired "Then" response when a Certificate of Completion is sent to a Course customer:

  • Certificate is sent

Learn about Certificates of Completion.

Tag

Create an Automation to trigger your "Then" action after your specified Tag event:

  • Tag is added
    Activate your Automation action when a tag is added (manually or with another automation) to a Contact.
  • Tag is removed
    Trigger your Automation response when a tag is removed (manually or with another automation) from a Contact.

Learn to use tags.

Email Broadcast

Create an Automation to activate an action after your specified Email Broadcast event:

  • Email broadcast is opened
    Set off your Automation response (or "Then'" action) when an Email Broadcast is opened by a recipient.
  • Link in email broadcast is clicked
    Trigger your Automation when a recipient clicks a link from your selected Email Broadcast.

Learn about Email Broadcasts.

Note:
The "view in web browser" and "unsubscribe" buttons are not recognized as links for the "link is clicked" trigger.

Email Sequence

Create an Automation to trigger a specified "Then" action after an Email Sequence is completed:

  • Email sequence is completed
    Set off your Automation action after the final email in your email sequence is sent. 

Learn about Email Sequences.

Email Sequence Email

Activate your Automation after your specified Email Sequence event:

  • Email sequence email is sent
    Activate your Automation when your specified Email Sequence email is sent to your recipients.
  • Email sequence email is opened
    Trigger your Automation when your specified Email Sequence email is opened by a recipient.
  • Email sequence email is clicked
    Trigger your Automation when a recipient clicks a link in your selected Email Sequence email.

Event

Activate your Automation when a Contact registers to your specified Event on Kajabi:

  • Event is registered

Learn about Events on Kajabi.

Form

Create an Automation to complete your specified action after your specified Form is submitted:

  • Form is submitted

Learn about Forms on Kajabi.

Activity

Create Automations to trigger an action based on activity:

  • Person has been inactive for 7 days
  • Person has been inactive for 30 days
  • Person has been inactive for 60 days
  • Person has been inactive for 90 days

Learn to define Customer Activity.

Offer

Create Automations to activate your specified "Then" action after an Offer event occurs:

  • Offer is purchased
    Trigger your Automation after a Customer purchases your specified Offer.
  • Offer is granted
    Trigger your Automation after granting an Offer. This will enact your specified "Then" action after a Customer is given access to your specified Offer for free. Learn to grant an Offer.

    Note:
    Granting an Offer is similar, but not the same as a Free Offer purchase.
    If you've set up an Automation to perform an action after the purchase of a Free Offer, granting the Offer will not trigger the action because your Automation will require the Customer to go through the checkout process for the Free Offer.
  • Offer subscription payment successful
    Trigger your Automation when your Customer's Offer subscription payment is successful.
  • Offer subscription payment failed
    Trigger your Automation after the first subscription payment fails.
  • Offer subscription payment canceled
    Trigger your Automation after a subscription payment is canceled.

Lesson

Trigger your Automation after a Course Lesson is marked as complete:

  • Lesson is completed

Quiz

Create Automations to activate your specified "Then" action after a Quiz event occurs:

  • Quiz is completed
    Trigger your Automation when a Quiz is marked complete.
  • Quiz is failed
    Trigger your Automation when a graded Quiz is marked as failed.
  • Quiz is passed
    Trigger your Automation when a graded Quiz is marked as passed.

Learn about Quizzes.


"Then" actions (triggered events)

"Then" triggered events define the actions to occur in response to the "When" event trigger:

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As discussed earlier, the "When" trigger specifies the event that must occur to set off the Automation action or the "Then" event.

Define the action to occur in response to your "When" event by specifying your "Then" action.

Offer

Create Automations to perform an action for your specified Offer after your "When" trigger event occurs:

  • Grant an offer
    Grant a specified Offer after the "When" event occurs.
  • Revoke an offer
    Revoke access to a specified Offer after the "When" event occurs.
  • Deactivate from offer (discontinues payment & access)
    Revoke access and stop future payments after the "When" event occurs.

Email Sequence

Build an Automation to subscribe or unsubscribe Contacts from your specified Email Sequence after your specified "Then" trigger occurs:

  • Subscribe to an email sequence
  • Unsubscribe from an email sequence

Learn about Email Sequences.

Event

Register or Deregister Contacts to an Event after your specified "When" trigger occurs:

  • Register to an event
  • Deregister from an event

Learn about Events on Kajabi.

Tag

Create your Automation to add a tag or remove a tag after a specified action occurs:

  • Add a tag
  • Remove a tag

Learn to use tags.

Email

Send a custom, transactional email to a Contact or your team after the "When" event occurs:

  • Send an email

Coupon

Send a unique, single-use coupon code with a custom email after the "When" event occurs:

  • Send a single-use coupon

Learn about single-use coupon codes.

Certificate

Send a customized Certificate of Completion to a Course customer after the "When" event occurs:

  • Send a certificate

Learn about Certificates of Completion on Kajabi.


Conditional filters

Conditionals in the Automations flow allow you to add an "only if" condition to your Automations.

This feature is only available with Advanced Automations.

For example, conditionals allow you to create an Automation to add a tag to all Contacts that have submitted a Form, but ONLY IF they answered a specific question on that Form with a specific answer:

Conditional_Filter.png

Note:
The conditional filter must match the collected data. And keep in mind, your specified value is based on "contains" rather than an "exact match".

Conditional filters

Contact Filters

Use Conditional Contact Filters to trigger the "Then" action only if the Contact Filter criteria are met:

  • Is subscribed
    Trigger your Automation only if the Contact is subscribed to receive your marketing emails.
  • Excluded from mailing
    Trigger your Automation only if the Contact has been excluded from your list for being high-risk inactive and not engaging with 25 or more emails. Learn about Contact exclusion.

Learn about Customers, Contacts, and Subscribers.

Contact Activity Filters

Use Conditional Contact Activity Filters to trigger the "Then" action only if the Contact Activity Filter criteria are met:

  • Contact added in the last
    Add a conditional filter to only trigger your Automation if the Contact has been added to your site during your specified time period.
  • Contact added before the last
    Add a conditional filter to only trigger your Automation if the Contact has been added to your site before your specified time period.

Learn about Customers, Contacts, and Subscribers.

Customer Activity Filters

Use Conditional Customer Activity Filters to trigger the "Then" action only if the Customer Activity Filter criteria are met:

  • Customer joined in the last
    Add a conditional filter to only trigger your Automation if a Customer has joined your site during your specified time period.

  • Customer visited a page on your site in the last
    Add a conditional filter to only trigger your Automation if a Customer has visited a page on your site during your specified time period.
  • Customer has not visited a page on your site in the last
    Add a conditional filter to only trigger your Automation if a Customer has not visited a page on your site during your specified time period.

Learn about Customers, Contacts, and Subscribers.

Email Engagement Filters

Use Email Engagement Filters to trigger the "Then" action only if the Email Engagement Filter criteria are met:

  • Healthy contacts (engaged 0-90 days ago)
    Add a conditional filter to only trigger your Automation if a Contact has engaged with your emails within the past 90 days.
  • Passive contacts (engaged 91-180 days ago)
    Add a conditional filter to only trigger your Automation if a Contact last engaged with your emails between 91 and 180 days ago.
  • Unengaged contacts (engaged 181-270 days ago)
    Add a conditional filter to only trigger your Automation if a Contact last engaged with your emails between 181 and 270 days ago.
  • Inactive contacts (engaged 270+ days ago)
    Add a conditional filter to only trigger your Automation if a Contact last engaged with your emails more than 270 days ago.

Learn about Email Campaigns on Kajabi.

Email Activity Filters

Use Email Activity Filters to trigger the "Then" action only if the Email Activity Filter criteria are met:

  • Delivered an email in last
    Add a conditional filter to only trigger your Automation if a Contact has been delivered a marketing email from your site during your specified time period.
  • Hasn't been delivered an email in last
    Add a conditional filter to only trigger your Automation if a Contact has not been delivered a marketing email from your site during your specified time period.
  • Opened an email in last
    Add a conditional filter to only trigger your Automation if a Contact has opened an email from your site during your specified time period.
  • Hasn't opened an email in last
    Add a conditional filter to only trigger your Automation if a Contact has not opened an email from your site during your specified time period.
  • Hasn't clicked an email in last
    Add a conditional filter to only trigger your Automation if a Contact has not clicked a link in an email from your site during your specified time period.
  • Clicked an email in last
    Add a conditional filter to only trigger your Automation if a Contact has clicked a link in an email from your site during your specified time period.

Learn about Email Metrics.

Form Filters

Use Form Filters to trigger the "Then" action only if the Form Filter criteria are met:

  • Submitted any of these form(s)
    Add a conditional filter to only trigger your Automation if the Contact has submitted your specified form or forms (multiple forms can be selected).
  • Has not submitted form(s)
    Add a conditional filter to only trigger your Automation if the Contact has not submitted your specified form or forms (multiple forms can be selected).

Learn about Forms on Kajabi.

Assessment Filters

Use Assessment Filters to trigger the "Then" action only if the Assessment Filter criteria are met:

  • Completed any of these assessment(s)
    Add a conditional filter to only trigger your Automation if the Contact has completed your specified assessment or assessments (multiple assessments can be selected).
  • Passed any of these assessment(s)
    Add a conditional filter to only trigger your Automation if the Contact has passed your specified assessment or assessments (multiple assessments can be selected).
  • Failed any of these assessment(s)
    Add a conditional filter to only trigger your Automation if the Contact has failed your specified assessment or assessments (multiple assessments can be selected).

Learn about Assessments on Kajabi.

Product Filters

Use Product Filters to trigger the "Then" action only if the Product Filter criteria are met:

  • Owns any of these product(s)
    Add a conditional filter to only trigger the Automation for Customers that own your specified product or products (multiple products can be selected).
  • Does not own product(s)
    Add a conditional filter to only trigger the Automation for Customers that do not own your specified product or products (multiple products can be selected).

Learn about Products on Kajabi.

Offer Filters

Use Offer Filters to trigger the "Then" action only if the Offer Filter criteria are met:

  • Has any of these offer(s)
    Add a conditional filter to only trigger your Automation for Customers that have your specified offer or offers (multiple offers can be selected).
  • Does not have offer(s)
    Add a conditional filter to only trigger your Automation for Contacts that do not have your specified offer or offers (multiple offers can be selected).

Learn about Offers on Kajabi.

Coupon Filters

Use Coupon Filters to trigger the "Then" action only if the Coupon Filter criteria are met:

  • Used any of these coupon code(s)
    Add a conditional filter to only trigger your Automation if the Customer has used your specified coupon code or codes (multiple coupon codes can be selected).

Learn about Coupons on Kajabi.

Email Broadcast Filters

Use Email Broadcast Filters to trigger the "Then" action only if the Email Broadcast Filter criteria are met:

  • Sent email broadcast
    Add a conditional filter to only trigger your Automation if the Contact was sent your specified email broadcast.
  • Was not sent email broadcast
    Add a conditional filter to only trigger your Automation if the Contact was not sent your specified email broadcast.
  • Opened email broadcast
    Add a conditional filter to only trigger your Automation if the Contact opened your specified email broadcast.
  • Has not opened email broadcast
    Add a conditional filter to only trigger your Automation if the Contact has not opened your specified email broadcast.
  • Clicked email broadcast
    Add a conditional filter to only trigger your Automation if the Contact clicked a link in your specified email broadcast.
  • Has not clicked email broadcast
    Add a conditional filter to only trigger your Automation if the Contact has not clicked a link in your specified email broadcast.
  • Email broadcast bounced
    Add a conditional filter to only trigger your Automation if the delivery of your specified email broadcast to the Contact bounced (i.e. was refused by the recipient's email server).
  • Email broadcast did not bounce
    Add a conditional filter to only trigger your Automation if the delivery of your specified email broadcast to the Contact did not bounce.
  • Email broadcast dropped
    Add a conditional filter to only trigger your Automation if the delivery of your specified email broadcast to the Contact dropped (i.e. was not sent due to a reason such as previous bounces or the Contact unsubscribing).
  • Email broadcast was not dropped
    Add a conditional filter to only trigger your Automation if the delivery of your specified email broadcast to the Contact was not dropped.

Learn about Email Broadcasts.

Email Sequence Filters

Use Email Sequence Filters to trigger the "Then" action only if the Email Sequence Filter criteria are met:

  • Subscribed to email sequence
    Add a conditional filter to only trigger your Automation for Contacts that are subscribed to your specified email sequence.
  • Is not subscribed to email sequence
    Add a conditional filter to only trigger your Automation for Contacts that are not subscribed to your specified email sequence.

Learn about Email Sequences.

Event Filters

Use Event Filters to trigger the "Then" action only if the Event Filter criteria are met:

  • Registered to event
    Add a conditional filter to only trigger your Automation for Contacts that are registered to your specified event.
  • Is not registered to event
    Add a conditional filter to only trigger your Automation for Contacts that are not registered to your specified event.

Learn about Events on Kajabi.

Tag Filters

Use Tag Filters to trigger the "Then" action only if the Tag Filter criteria are met:

  • Has any of these tag(s)
    Add a conditional filter to only trigger your Automation if the Contact has any of your specified tags (multiple tags can be selected).
  • Has all of these tag(s)
    Add a conditional filter to only trigger your Automation if the Contact has all of your specified tags (multiple tags can be selected).
  • Does not have tag(s)
    Add a conditional filter to only trigger your Automation if the Contact does not have any of your specified tags (multiple tags can be selected).

Learn to use Tags.

Default Field Filters

Use Default Field Filters to trigger the "Then" action only if the Default Field Filter criteria for your Contact are met:

  • Name contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified name.
  • Email contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified email address.
  • Phone Number contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified phone number.
  • Address contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified street address.
  • Address Line 2 contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified address line 2 information.
  • City contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified city.
  • State contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified state.
  • Country contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified country.
  • Zip Code contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified zip code.
  • Business Number contains
    Add a conditional filter to only trigger your Automation if the Contact contains your specified Business Number.

Learn to add and edit Contact information.

Custom Field Filters

Custom Field Filters will display all of the custom fields you've created in your Forms. What appears here will be unique to your site.

Use Custom Field Filters to trigger the "Then" action only if the Custom Field Filter criteria are met.

Learn to add and edit Form fields.


And that’s how you can define Automation triggers! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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