Learn about Automations to simplify and streamline your time spent on Kajabi.
In this article:
Basics
Automations on Kajabi are an incredibly powerful tool that uses "when, then, if" logic to help you streamline Kajabi processes and ultimately automate basic admin actions.
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 whereas Growth and Pro Plans have access to Advanced Automations.
Learn more about the difference between Basic Automations and Advanced Automations.
Creating Automations
As you build your business with Kajabi, you will notice the option to add Automations almost everywhere on Kajabi.
Automations can be found in:
- Funnels
- Email Campaigns
- Events
- Forms
- Offers
- Course Lessons
To create a new Automation:
- Click + New Automation.
- Select a "When" action.
- Choose a "Then" action as a response.
- Add a condition (optional and only available with Advanced Automations).
- Remember to click Save to keep your changes:
Conditionals
Conditionals in the Automations infrastructure will allow you to add the "If" condition to all of your Automations.
For example, say you want to add a Tag to all users who have submitted a Form, but only if they answered a specific question on that Form with a specific answer.
Example Scenario:
You're creating a customer color survey to find out what the most common favorite color is among your customers.
- Create a Form with a custom field asking "What is your favorite color?"
- Add answers for them to choose from or leave it open for discussion:
Now, add the Automation directly from the Form Editor or the Automations Dashboard under the Marketing tab:
- If you just created a new Form or added a new Form Field, click Save on the upper right of the Form Editor to save and apply your changes.
- Click Add Automation.
- The "When" will already be filled out if you are creating the Automation from the Form edit page.
- Choose your "Then" action. In this example, we will be using the Add a tag action.
- Next, add your condition. Here, we only want to tag users with the "Blue" tag if they chose Blue as their favorite color (navigate to the end of the dropdown menu under Custom Field Filters).
- Click Apply, and then Save:
How to add Automations on Kajabi
Funnels
To add an Automation to your Funnel:
- Open the Marketing tab from the Dashboard.
- Then, select Funnels.
- Create a new Funnel or edit an existing one.
- Click Add Automation.
- Choose the automatic action you want to add:
Click here to learn more about Funnels on Kajabi.
Email Campaigns
To add an Automation to an unsent Email Sequence or Email Broadcast:
- Open the Marketing tab from the Dashboard.
- Then, click Email Campaigns.
- Create a new Email Campaign or edit an existing one.
Click here to learn more about Email Campaigns on Kajabi.
Email Broadcast
Click + Add Automation in the Content Editor:
Email Sequence
Click + Add Action for the email you wish to edit or create a Subscribe/Unsubscribe trigger:
Events
To add an Automation to an Event:
- Open the Marketing tab from the Dashboard.
- Then, select Events.
- Create a new Event or edit an existing one.
- Click + Add Automation.
- Set up your Automation:
Click here to learn more about Events.
Forms
To add an Automation to a Form:
- Open the Marketing tab from the Dashboard.
- Then, select Forms.
- Create a new Form or edit an existing one.
- Click + Add Automation.
- Choose the automatic action you want to add:
Click here to learn more about Forms.
Offers
To add an Automation to an Offer:
- Open the Sales tab from the Dashboard.
- Then, select Offers.
- Create a new Offer or edit an existing one.
- Click + Add Automation.
- Set up your Automation:
Click here to learn more about Offers.
Course Lessons
To add an Automation to a Lesson in a Course:
- Open the Products tab from the Dashboard.
- Select Courses.
- Create a new Course or edit a Lesson in an existing Course.
- Click + Add Automation.
- Choose the automatic action you want to add:
Click here to learn more about Course Lessons.
And that’s how you can get started with Automations! 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!
