Email Marketing is an essential tool for online businesses that build relationships and inform prospects, leads, current customers, and even past customers. Learn to create and use Email Broadcasts and Sequences to advance your online business.
In this article:
Email broadcast
An Email Broadcast is a single email sent to your subscribers from your People tab.
Use an Email Broadcast to send an announcement, showcase a product, share a newsletter, and more.
Learn how to create, customize, and send email broadcasts with our video tutorial.
Step 1. Create an email broadcast
Get started by creating your email broadcast:
- Open the Marketing tab from the Dashboard.
- Click Email Campaigns from the sidebar.
- Click + New Email Campaign on the Email Campaigns dashboard.
- Select Email Broadcast.
- Click Continue:
Step 2. Choose a template
The Email Visual Editor Templates are built and designed to fit your needs whether that means Showcasing a Product, sending a Newsletter, or enhancing your User Experience with highly customizable, graphically enhanced designs.
Select from over 15 templates to begin designing your Email Broadcast.
Once you have chosen a Template, give your Email Broadcast an Internal Title. Don't worry about this too much, you can always go back and change it!
Step 3. Edit your recipients
Choose who will receive this Email broadcast between all of your People, your Members, and a Segment.
Preview your Recipients to make sure you are sending the Email Broadcast to the desired list. Once you have chosen who will receive the broadcast, click Save & Continue:
Step 4. Edit the content
Once you have chosen who will receive your broadcast, Enter in a Subject Line and the Preview Text. Now its time to add and edit the content of your broadcast.
To add and edit the content in your Email Broadcast:
- Click Launch Email Editor.
- Click to edit the content inside of your Email, or select the content from the Sidebar Editor on the left.
To learn more about customizing your emails with the Email Editor, follow along with our step-by-step guide: Email Visual Editor Overview.
Step 5. Optional: Add an automation
Create an Automation for your Email Broadcast to automate various responses when an action occurs from your Email Broadcast.
Step 6. Schedule when your broadcast is sent
Choose to send your Email immediately or at a scheduled date and time. Learn more
Then, click Confirm to send.
Email sequence
An Email Sequence is an email or a list of emails that can be automatically set to send to contacts after an action has been completed, such as; filling out a form, purchasing a course, completing a course, etc.
Learn how to create, customize, and send email sequences with our video tutorial.
Step 1. Create an email sequence
Create an email sequence to automate your email marketing. Learn more
To create a new Email Sequence:
- Open the Marketing tab from the Dashboard.
- Click Email Campaigns.
- Then, click + New Email Campaign on the Email Campaigns dashboard.
- Select Email Sequence and enter your Internal Title in the text box.
- Click Continue:
Step 2. Choose a template
The Email Visual Editor Templates are built and designed to fit your needs whether that means Showcasing a Product, sending a Newsletter, or enhancing your User Experience with highly customizable, graphically enhanced designs.
Select from over 15 templates to begin designing your email.
Once you have chosen a Template, give your email an Internal Title. Don't worry about this too much, you can always go back and change it!
After selecting your template, create the internal title for the specific email in your sequence.
Step 3. Edit the content
Once you have chosen who will receive your broadcast, Enter in a Subject Line and the Preview Text. Now its time to add and edit the content of your email.
To add and edit the content in your email:
- Click Launch Email Editor.
- Click to edit the content inside of your email, or select the content from the Sidebar Editor on the left.
To learn more about customizing your emails with the Email Editor, follow along with our step-by-step guide: Email Visual Editor Overview.
Step 4. Select an add trigger, an action, or unsubscribe automation
Email Sequences require an action (e.g., Form Submission, Offer Purchase, Event Registration, etc.) to subscribe contacts to the sequence.
On Kajabi, Automations are used to translate an action as a subscription.
In order to begin sending emails from your Email Sequence, an Automation is required to include an "Add Trigger" that will subscribe contacts to your Email Sequence.
To create an Add Trigger:
- Return to the email sequence editor by clicking the back button in the top left corner of your email visual editor.
- Then, create your email sequence Subscribe Trigger.
The Subscribe Trigger is an action specified to trigger a specific response.
For Email Sequences, an Add Trigger is used to subscribe a contact to the Email Sequence after the specified action occurs.
For example, you can set your subscribe trigger to subscribe contacts to your Email Sequence when a "Form is submitted".
You can also add an Action to each individual email in your email sequence.
Similarly, you can unsubscribe a contact from an email sequence after a specified action.
Use the Unsubscribe Trigger to automatically unsubscribe a member from the Email Sequence after your specified action has occurred.
For example, choose the "if a Member has been inactive for 30 days" to automatically unsubscribe inactive contacts from your sequence:
Step 3. Add emails to your sequence
Add emails to your sequence and schedule out the days according to the first day.
To add additional emails to your sequence, simply click + Add New Email in the top right corner of the Sequence Dashboard:
