Use Automations in Forms

Documentation Index

Fetch the complete documentation index at: https://help.kajabi.com/llms.txt

Use this file to discover all available pages before exploring further.

Automations let your Kajabi site run on its own by performing actions automatically when a Form is submitted. You can grant Offers, subscribe contacts to Email Sequences, register contacts to Events, add Tags, send emails, and distribute Coupons.

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Create an Automation in a Form

1. Open the Marketing tab from the Dashboard.
2. Select Forms.
3. Create a Form or edit an existing one.
4. Scroll down to the Automations section:

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Select an Automation type

Available Automation types:

• Offer
• Email Sequence
• Event
• Tag
• Coupon

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Offer

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Grant an Offer

Grant an Offer after someone submits a Form:

1. Choose Grant an Offer as the Then action.
2. Select the Offer you are granting in the dropdown menu.

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Revoke an Offer

Revoke an Offer after someone submits a Form:

1. Choose Revoke an Offer as the Then action.
2. Select the Offer you are revoking in the dropdown menu.

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Deactivate an Offer

1. Choose Deactivate Offer as the Then action.
2. Select the Offer you are deactivating the user from in the dropdown menu.

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Email Sequence

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Subscribe

Subscribe a contact to an Email Sequence after they submit a Form:

1. Choose Subscribe to Email Sequence as the Then action.
2. Select the Email Sequence you want to subscribe them to.

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Unsubscribe

Unsubscribe a contact from an Email Sequence after they submit a Form:

1. Choose Unsubscribe from an Email Sequence as the Then action.
2. Select the Email Sequence you want to unsubscribe them from:

Learn more about Email Sequences.

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Event

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Register

Register contacts to an Event after they submit a Form:

1. Choose Register to an event as the Then action.
2. Select the Event you want to register them to.

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Deregister

Deregister contacts from an Event after they submit a Form:

1. Choose Deregister from an event as the Then action.
2. Select the Event you want to deregister them from:

Read Event overview to learn more about Events in Kajabi.

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Tag

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Add a Tag

Add a Tag to the contact after the Form is submitted:

1. Choose Add a tag as the Then action.
2. Create or select an existing Tag in the field below.

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Remove a Tag

Remove a Tag from the contact after the Form is submitted:

1. Choose Remove a tag as the Then action.
2. Create or select an existing Tag in the field below:

Learn how to use Tags.

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Email

Send a transactional email when the Form is submitted:

1. Choose Send an email as the Then action.
2. Customize your transactional email in the field below:

Learn more about the difference between Marketing and Transactional Emails.

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Coupon

Email a single-use Coupon code to the contact after the Form is submitted:

1. Choose Send a single-use coupon as the Then action.
2. Select an existing single coupon code in the field below:

Learn to create a Coupon.