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 "if" logic to help you streamline Kajabi processes to automate actions for your business.
Automation triggers are the moving parts of an Automation on Kajabi.
Just as a light switch is the trigger to turn on and shut off a light, Automations require events to trigger a specified response or 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:
Depending on your Kajabi Subscription, you may have access to Basic or Advanced Automations.
If you are on the Basic Plan, you will have access to the Basic Automations whereas Growth and Pro Plans have access to Advanced Automations.
Learn more about the difference between Basic Automations and Advanced Automations.
When triggers
"When" triggers are the events that set off or activate an Automation action:
Quick recap: Automations work with "when", "then", and "if" logic.
In this case, the "When" trigger specifies the event that must occur to set off the Automation action or the "Then" trigger.
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.
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.
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.
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.
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 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 from your selected Email Sequence email.
Event
Activate your Automation when a Contact registers to your specified Event on Kajabi:
- Event is registered
Form
Create an Automation to complete your specified action after your specified Form is submitted:
- Form is submitted
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
- Offer is granted
Trigger your automation after granting an Offer. This will complete 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 have 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
- 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
Then triggers
"Then" triggers define the actions to occur in response to the "When" event:
As discussed earlier, the "When" trigger specifies the event that must occur to set off the Automation action or the "Then" trigger.
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 sever 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
Event
Register or Deregister Contacts to an Event after your specified "When" trigger occurs:
- Register to an event
- Deregister from an event
Tag
Create your Automation to add a tag or remove a tag after a specified action occurs:
- Add a tag
- Remove a tag
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.
Conditional filter
Conditionals in the Automations infrastructure will allow you to add the "only if" condition to all of your 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 filters
Contact Filters
Specify your Automation with Conditional Contact Filters to trigger the "Then" action only if the Contact Filter specified is present:
- Is subscribed
Trigger your Automation only if the Contact is subscribed to receive your marketing emails.
- Is a Customer
Trigger your Automation only if the Contact is a Customer of your site. Learn about Customers, Contacts, and Subscribers.
- Is hidden
Trigger your Automation only if the Contact is hidden from your list. Learn about hiding Contacts.
- Has a hard bounced delivery
Trigger your Automation only if the Contact has hard bounced. Learn about hard bounced Contacts.
Contact Activity Filters
Specify your Automation with Conditional Contact Activity Filters to trigger the "Then" action only if the Contact Activity Filter specified is present:
- 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
Specify your Automation with Conditional Customer Activity Filters to trigger the "Then" action only if the Customer Activity Filter specified is present:
- 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 visited a page on your site before your specified time period.
Learn about Customers, Contacts, and Subscribers.
Email Activity Filters
Activate your Automation only if the Email Activity Filter specified is present:
- 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.
Form Filters
Specify your Automation to only activate if your specified Form Filter is present:
- Submitted any of these form(s)
Add a conditional filter to only trigger your Automation if the Contact has submitted your specified form.
- Has not submitted form(s)
Add a conditional filter to only trigger your Automation if the Contact has not submitted your specified form.
Product Filters
Activate your Automation action only if the Product Filter specified is present:
- Owns any of these product(s)
Add a conditional filter to only trigger the Automation for Customers that own your specified product(s).
- Does not own product(s)
Add a conditional filter to only trigger the Automation for Customers that do not own your specified product(s).
Learn about Products on Kajabi.
Offer Filters
Set off your Automation action only if the Offer Filter specified is present:
- Has any of these offer(s)
Add a conditional filter to only trigger your Automation for Customers with your specified Offer.
- Does not have offer(s)
Add a conditional filter to only trigger your Automation for Contacts that do not have your specified Offer.
Coupon Filters
Add a conditional filter to only trigger your Automation for Customers that have applied your specified coupon code(s):
- Used any of these coupon code(s)
Learn about coupons on Kajabi.
Email Sequence Filters
Activate your Automation action only if the Email Sequence Filter specified is present:
- 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.
Event Filters
Set off your Automation action only if the Event Filter specified is present:
- Registered to event
Add a conditional filter to only trigger your Automation for Contacts registered to your specified event.
- Is not registered to event
Add a conditional filter to only trigger your Automation for Contacts not registered to your specified event.
Tag Filters
Trigger your Automation action only if the Tag Filter specified is present:
- Has any of these tag(s)
Add a conditional filter to only trigger your Automation if the Contact has any of your specified tag(s).
- Has all of these tag(s)
Add a conditional filter to only trigger your Automation if the Contact has all of your specified tag(s).
- Does not have tag(s)
Add a conditional filter to only trigger your Automation if the Contact does not have any of the tag(s) specified.
Default Field Filters
Activate your Automation action only if the Default Field Filter specified is present:
- 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.
Custom Field Filters
Custom field filters will display your custom fields created in your Forms.
Activate your Automation action with custom field filters to only activate if the Custom Field Filter specified is present.
Custom field filters will vary depending on the custom fields created on your site.
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!
