BETA:
This feature is currently in beta and is being tested by a select group of Kajabi users. If you have questions or concerns about this feature, please don't hesitate to reach out to [email protected].
Before you can send SMS messages through Kajabi, each contact must have an SMS marketing permission status assigned. Kajabi gives you full control over how contacts are opted in — whether you’re importing them, adding them manually, or editing an existing contact.
In this article:
Understanding SMS Marketing Permissions
Every time you add or update a contact’s phone number in Kajabi, you’ll be asked to choose one of the following SMS Marketing Statuses:
Do Not Subscribe
Use this if the contact should not receive SMS marketing messages.
Example: You’re adding a customer but only intend to email them.
Send an Opt-In Text
This sends a double opt-in message asking the contact to confirm their SMS subscription.
Use this if you’re collecting new consent via Kajabi.
Previously Opted-In
Use this if you’ve already obtained explicit consent to send marketing SMS via another platform or offline process.
No opt-in message will be sent.
Here are three ways to set SMS marketing permissions for a contact and how to choose the right option for your use case!
Option 1: When Adding a Single Contact
Go to Contacts > All Contacts.
Click Add Contacts > Add Single Contact.
Enter the contact’s details, including:
Name, Email, and Mobile Phone Number.
Scroll down and select the appropriate SMS Marketing Status.
Click Save Contact:
Option 2: When Importing a CSV File
Go to Contacts > All Contacts.
Click Add Contacts > Import CSV.
Choose Upload File or Copy and Paste from File.
Ensure your CSV includes:
Email Address (required)
Mobile Phone Number (include + and country code, e.g., +15555551234):
During the import flow, you’ll be asked to choose a default SMS marketing status for the entire import:
Complete the mapping and click Import.
Go to Contacts > All Contacts.
Click Add Contacts, then select Import CSV.
Choose between:
Upload File, or
Copy and Paste from a File
Option 3: When Editing an Existing Contact
Go to Contacts and open the contact’s full profile.
Click Edit Details.
Update or add the Mobile Phone Number.
Once a number is added or changed, you’ll be prompted to set the SMS Marketing Status.
Save your changes.
Best Practices
Always collect proper consent before using the “Previously Opted-In” status.
Use double opt-in when you’re unsure if the contact has already agreed to SMS marketing.
Include the international format for phone numbers (e.g., +1 for U.S.).
Still need help?
Reach out to our support team at [email protected] and we’ll walk you through it.