Learn the difference between Basic Automations and Advanced Automations.
In this article:
Defining Basic and Advanced Automations
Depending on your Kajabi Subscription, you may have access to Basic or Advanced Automations. If you are on the Basic Plan, you will have access to the Basic Automations whereas Growth and Pro Plans have access to Advanced Automations.
Basic Automations use the simple, yet powerful "when this happens, then this will follow" concept.
For example, with Basic Automations you can use Automations to add a Tag when someone submits a specific Form.
- Basic Automations contain the When and Then fields.
- This enables you to create an Automation where When is the trigger and Then is the action that occurs once triggered.
- Basic Automations can be set up within Course Lessons, Offers, Funnels, Email Campaigns, Events, and Forms.
Compared to Basic Automations, Advanced Automations take your Automations one step further by giving you the ability to include a conditional filter.
For example, with Basic Automations you can use Automations to add a Tag when someone submits a specific Form and with Advanced Automations you can specify your Automation further by only adding the Tag only if the submitter selects a specific answer on that Form.
- Advanced Automations contain the When, Then, and Add Condition filters.
- The Add Condition filter enables you to filter your Automation even further with an "Only If" filter.
- This means that you can create an Automation in which the When filter specifies the trigger that causes the specified action to occur in the Then field, only if the Add Condition filter applies. This gives you an extremely vast amount of options to allow you to scale and customize your business to your specific needs.
- Advanced Automations allow you to edit, create, and delete Automations all within the Automations section of your Marketing tab as well as within Course Lessons, Offers, Funnels, Email Campaigns, Events, and Forms.
Basic vs. Advanced Automation view
Basic Automations view
With Basic Automations enabled, your Automations section will look like this:
Advanced Automations view
The Automations section will look like this when Advanced Automations are enabled:
And that’s how you can use Basic and Advanced 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!