Allow your Kajabi site to run on its own by setting up Automations. Learn to set up Automations for your Opt-In Forms to automate Offers, Email Sequences, Events, Tags, Transactional Emails, and Coupons.
In this article:
Step 1. Create an Automation in a Form
First, let's learn how to add an Automation to your Form:
- Open the Marketing tab from the dashboard.
- Select Forms.
- Then, create a new Form or edit an existing one.
- Scroll down to the Automations section:
Step 2. Select your Automation type
Automations:
Offer
Grant an Offer
Grant an Offer after someone submits a Form:
- Choose Grant an Offer as the Then action.
- Then, select the Offer you are granting in the dropdown menu.
Revoke Offer
Revoke an Offer after someone submits a Form:
- Choose Revoke an Offer as the Then action.
- Then, select the Offer you are revoking in the dropdown menu.
Deactivate Offer
- Choose Deactivate Offer as the Then action.
- Then, select the Offer you are deactivating the user from in the dropdown menu:
Email Sequence
Subscribe
Subscribe a contact to an Email Sequence after they submit a Form:
- Choose Subscribe to Email Sequence as the Then action.
- Then, select the Email Sequence you want to subscribe them to.
Unsubscribe
Unsubscribe a contact to an Email Sequence after they submit a Form:
- Choose Unsubscribe from an Email Sequence as the Then action.
- Then, select the Email Sequence you want to unsubscribe them from:
Learn more about Email Sequences.
Event
Register
Register people to an Event after they submit a Form:
- Choose Register to an event as the Then action.
- Then, select the Event you want to register them to.
Deregister
Deregister people to an Event after they submit a Form:
- Choose Deregister from an event as the Then action.
- Then, select the Event you want to deregister them from:
Read Event Overview to learn more about Events in Kajabi.
Tag
Add a Tag
Add a tag to the contact after the Form is submitted.
- Choose Add a tag as the Then action.
- Then, create or select an existing tag in the field below.
Remove a Tag
Remove a tag from the contact after the Form is submitted.
- Choose Remove a tag as the Then action.
- Then, create or select an existing tag in the field below:
Learn How to Use Tags.
Send an email to create and send a transactional email when the Form is submitted.
- Choose Send an email as the Then action.
- Then, customize your transactional email in the field below:
Learn more about the difference between Marketing and Transactional Emails.
Coupon
Send a Single-Use Coupon
Email a Single-Use Coupon code to the contact after the Form is submitted.
- Choose Send a single-use coupon as the Then action.
- Then, select an existing single coupon code in the field below:
Learn to Create a Coupon.
And that’s how you can use Form 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!
