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 by automating actions for your business.
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:
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" 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.
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.
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 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
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
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.
"Then" triggered events
"Then" triggered events define the actions to occur in response to the "When" event trigger:
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
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.
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.
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
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.
- 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.
- 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.
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).
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).
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.
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.
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.
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).
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!
