Learn how to Navigate the People tab.
In this article:
How To Navigate The People Tab
The people tab is where you have access to our built-in CRM. CRM is a fancy word for Customer Relationship Management. This is where you can manage everyone who subscribes to your email list.
In Kajabi, all of your subscribers are added to one list, as this allows you to see the total subscribers and then you can create a segment to filter people into their own list for quick reference.
If you want to save this filtered segment, to reference again and again, click save segment Once saved, it will appear inline with the All Members Subscribed. To view the people in it click on the segment in the header and, voila there you have it.
Bulk actions are an amazing tool. To active bulk actions, click in the square that is in line with the Name Email Join Date and Last Activity. Once you have checked the box you will see actions with a dropdown. This is where in bulk you can manage offers, sequences, events, tags, and Export the whole list to a CSV file. Under export, you can also unsubscribe and delete in bulk.
Lastly, Viewing A profile of your subscribers is easy and allows you to see information relevant to that exact person. If you are to click on a persons name in your list you will be able to see their Lifespan, the number of purchases, what emails they have received and other important activity within their account. You can also leave notes within each contact to reference back to as needed.
The More Actions feature is also one that we will be using frequently while managing our contacts! By clicking on the More actions drop-down, we are given the option to mute a contact, hide a contact, Grant an offer, change their password, or delete the contact altogether. Just to the left of this dropdown is a handy tool where we can send our contacts a password if they happen to forget or misplace theirs. Finally, we can edit the details of the contact to ensure all information they have provided us with is accurate!
- CRM means Customer Relationship Management
- Learn to segment your email subscribers
- Learn to do bulk actions with your CRM