Learn to manually add Customers onto your site by granting an Offer during import.
Tip:
Segment your list to organize and personalize your contact's experience with your brand and business.
Add a new customer
As you import your contact onto your site, you can simultaneously grant an Offer.
Note:
Importing contacts onto Kajabi requires an active account. Trial accounts may receive an error when attempting to import contacts onto Kajabi.
To add a new customer:
- Open the Contacts tab from your Dashboard.
- Click + Add Contacts.
- Select Add Single Contact (or Import CSV to add multiple Customers).
- Enter the information for your contact.
- Click Continue to Import Actions.
- Select the Extra Actions you wish to apply to your contact (Note: Be sure to select Grant Offer to add them as a customer on your site).
- Confirm your new contact information.
- Then, click Save to keep and apply:
Tip:
Add and Grant an Offer to multiple Customers simultaneously by using the Import CSV or Copy/paste from file option. Learn to import multiple contacts to your site on Kajabi.
Are you having trouble importing your CSV? Click here to troubleshoot your CSV.
Are you having trouble importing your CSV? Click here to troubleshoot your CSV.
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 to edit the automated emails sent by your site.
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