Overview
Learn how to add a single Customer from the Kajabi dashboard and optionally grant an Offer at the same time.
Key benefits and use cases
Single-customer onboarding: Add one Customer quickly without a CSV
Instant offer granting: Grant an Offer during creation to deliver access immediately
Bulk options available: Use bulk import or copy/paste when adding many Customers
How to add a new customer
Note: Importing contacts onto Kajabi requires an active account. Trial accounts may receive an error when attempting to import contacts onto Kajabi.
Click to expand the Contacts section in the left sidebar.
Click the All Contacts link to navigate to the contacts page.
Click the +Add contacts dropdown.
Select Add Single Contact to open the form.
Fill the First Name, Last Name, and Email fields.
Select the extra actions you wish to apply to your contact
Grant offers
Add tags
Subscribe to marketing emails
Subscribe to Newsletter
Click Save to finalize the contact creation.
Confirm the new contact is created and the offer is granted, completing the task.
Tips:
Add and grant an Offer to multiple Customers simultaneously by using the bulk import or copy/paste option. Learn to import multiple contacts to your site on Kajabi.
Having trouble importing your CSV? Click here to troubleshoot your CSV.
Note: After adding the contact and creating them as a Customer, your new Customer(s) will receive login credentials from the Customer Welcome Email along with the Offer Grant confirmation email sent by your site. Learn how to edit the automated emails sent by your site.
FAQs
Do trial accounts support importing contacts?
No. Importing contacts onto Kajabi requires an active account. Trial accounts may receive an error when attempting to import contacts onto Kajabi.
What emails do new Customers receive after I add them?
They receive login credentials from the Customer Welcome Email and an Offer Grant confirmation email.
Can I grant an Offer to multiple Customers at once?
Yes. Use the bulk import or copy/paste option to add and grant an Offer to multiple Customers simultaneously.