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 below:
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.
