Automations Overview

Learn about Automations to simplify and streamline your time spent on Kajabi. 

In this article:

• Basics
• Creating automations
• Conditionals
• How to add automations on Kajabi

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'll notice the option to add Automations almost everywhere on Kajabi.

Automations can be created in:

• Funnels
• Email Campaigns
• Events
• Forms
• Offers
• Course Lessons
• Quizzes
• Certificates of Completion

To create a new Automation:

• Click + Add Automation.
• Select a "When" action as an event trigger.
• Choose a "Then" action as a response event.
• Add a condition if desired (optional and only available with Advanced Automations).
• Click Save to keep your changes:

Conditionals

Conditionals in the Automations infrastructure allow you to add the "If" condition to your Automations.

For example, say you want to add a Tag to all contacts 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
• Email Campaigns
• Events
• Forms
• Offers
• Course Lessons
• Quizzes
• Certificates of Completion

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.
• Create your Automation as desired:

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 Automation 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.
• Create your Automation as desired:

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.
• Create your Automation as desired:

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.
• Create your Automation as desired:

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.
• Create your Automation as desired:

Click here to learn more about Course Lessons.

Quizzes

To add an automation to a Quiz:

• Open the Products tab from the Dashboard.
• Select Courses.
• Create a new Course or edit a Quiz in an existing Course.
• Inside the Quiz Editor, select Settings.
• Click + Add Automation.
• Create your Automation as desired:

Click here to learn more about Quizzes.

Certificates of Completion

To add an automation to a Certificate of Completion:

• Open the Products tab from the Dashboard.
• Select Courses.
• Create a new Course or edit a Certificate in an existing Course.
• From the Course Outline, select Certificates.
• If you haven't yet, create and save your Certificate of Completion (note: you won't see the Automations settings until after you've saved the Certificate).
• Click Add An Automation.
• Create your Automation as desired:

Click here to learn about Certificates of Completion.

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!