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How to Create a Gift Offer

Updated this week

Learn to enable Gift Offers for purchase with Kajabi.


In this article:


What is a Gift Offer?

Kajabi is proud to introduce a new streamlined way to create and sell a gift offer!

A gift offer allows offers to be purchased as a gift for others. Best of all, you do not need to create a new offer to sell a gift offer, any of your current offers can be converted with the flip of a button!

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How To Enable Gift Offers

To enable gift offers:

  • From your Kajabi dashboard, select Sales, then Offers.

  • In Offers, either create a new offer (link) or select the existing offer that you wish to use

  • Once in the Offer page, select Settings

  • Toggle on Enable “Send as gift” at checkout

  • Remember to save your changes.

  • Once the gift offer has been enabled, you can preview it. The chosen offer image (link) and your site logo (link) will be displayed.

  • The offer description and offer image are used in the in the gift acceptance page:

Note:

Gift offers can only be enabled for one-time offers with products attached.


How to Opt-in Gift Recipients

When sending a gift offer, consider providing recipients with the option to subscribe to your marketing emails, allowing them to stay informed about future updates and promotions.

How to enable gift offer opt-ins:

  • From your Kajabi Dashboard, go to Settings.

  • In Settings, select Checkout Settings.

  • In Checkout Settings, toggle on Enable gift recipients to opt-in.

  • (Optional) Set a custom message.

  • Save your changes:


Gift Offer Automations

To complete your Gift Offer setup, you can configure automations to trigger specific actions when a gift offer is purchased or redeemed.

Both automations can be set up individually by following these steps for each one.

To set up gift offer automations:

  • From the Kajabi Dashboard, navigate to the Marketing tab and select Automations.

  • Click + New Automation to begin creating a new automation.

  • Under the When category, select one of the following triggers:

    • An offer is purchased as a gift

    • Gift offer redeemed

  • Choose which Offer you want the automation attached to.

  • Under the Then category, choose the action you want to be triggered by the selected When condition.

  • (Optional) Add a condition if needed.

  • Click Save to finalize and activate the automation:

Learn more about automation triggers here.


What will my customer see?

Upon checkout, your customer will select the “send as a gift option”. This will open up a gift menu, where they will enter the email address to whom they wish to send the gift. They can also add a gift message if they would like, as well as schedule the gift delivery up to 6 months in advance.

They will then fill out the checkout form with their information and payment details, and then complete the purchase. Kajabi will take it from there!

Note:

The gift offer will override any custom purchase confirmation you have set on the offer.


What will the gift recipient see?

Once the gift has been delivered to the recipient's inbox, they must click into the email and accept the gift. Once the gift has been accepted, they will be prompted to create a login and password to start their membership with your site and access their gift:


Gift Offer FAQs

Which offer type can I use for Gift Offers?

Only a one-time purchase offer may be used for a gift offer.

Can I use a ghost offer as a gift offer?

No, to use a gift offer, the offer must have a product attached.

Can I use an upsell or downsell with my gift offer?

Upsells and downsells are disabled when a gift offer is enabled for that offer. Checkout bumps are also disabled in favor of the gift offer.

How far in advance can I send a gift?

A gift offer can be scheduled up to 6 months in advance. They will be delivered around 9 am pst on the scheduled day.


And that's how to create a Gift Offer! 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!

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