The People tab has a new look! Learn to navigate the new People tab to better organize and manage your contacts.
In this article:
- What is the People tab?
- What's New With the People Tab
- How to turn on the new look
- Managing your people
- Manage tags
What is the People tab?
The People tab is your powerful, organizational tool to help you manage the information for your contacts.
In other words, the People tab is your built-in Customer Relationship Management System (CRM) in Kajabi. With Kajabi, all of your people (i.e., contacts) are added to a single list to easily view, access, and manage their accounts.
Within the People tab, manage existing contacts with Segments and Filters and add new contacts to your site.
What's New With the People Tab
With the latest updates to the People tab you can manage your contacts faster and more efficiently than ever before:
- Perform bulk actions across multiple pages of contacts
- Merge contacts with ease
Bulk actions
With the latest enhancement to the People tab you can now move across multiple pages and select contacts to perform bulk actions:
Click here to learn how to perform bulk actions.
Merge contacts
You asked and we listened.
Merging contacts is now an official feature with the new People page. With this feature you can select a primary and a secondary contact and use the power of bulk actions to merge the two together:
Click here to learn how to merge contacts.
How to turn on the new look
Enable or disable the new People Tab with Kajabi Labs:
- Open the Settings tab from your Dashboard.
- Select the Labs card under Site Settings.
- Click the "Say hello to the new People page" toggle.
The feature is on when you see the toggle turn blue:
Managing your people
Before we dive into managing your People with the various actions available in the People tab, let's discuss the contacts, members, and subscribers that make up your People tab.
Contacts, members, and subscribers
Contacts
Contacts include any person in your People tab. This may include people that have subscribed, unsubscribed, purchased an Offer, or have been granted an Offer.
For each contact added to your site, you can learn more by clicking into their People Profile.
Members
A Member is a user or contact that has completed a purchase or has been granted an Offer on your site.
Members can be identified in your People tab by the star icon next to their name:
Subscribers
A Subscriber is a user or contact that has provided consent to receive your marketing emails. Subscribers can be added to your site through a Form submission or imported onto your site.
Subscribers can be identified under the Email Marketing column of your People tab:
This is where your contacts can overlap. Members of your site may also be considered a Subscriber if they are subscribed to receive your marketing emails. In the same way, Subscribers may be Members if they have access to your Offer(s).
Although Subscribers may also be Members of your site, Subscribers are not required to be Members to receive marketing emails. As long as the Subscriber has provided the proper permissions to receive marketing emails, they are considered Subscribers.
Segments
Segments allow you to design personalized marketing and efficiently manage your list by segmenting your contacts.
Customize your Segments with Filters to best fit your business by creating a variety of combinations.
Updates to Segments with the New Look:
- Clone your Segments
- Rename your Segments
Filters
Use filters to build segments and narrow your list:
With Kajabi, you get access to a library of filters to better organize and narrow your list of contacts by their specific information or activity on your site.
Within each Filter Category, you have the ability to select the exact filter you wish to apply to your list!
Simply open your People tab, click Filters and begin focusing your list.
Learn to create Filters with the People tab's new look!
Bulk actions
Bulk actions help you perform various actions to multiple contacts to help streamline your processes.
This list of bulk actions include actions from applying a tag to subscribing to an email sequence.
Manage tags
Lastly, your People tab houses all the tags you have created on your site and allows you to create additional tags:
Notice a pattern in the People tab? Just as filters and segments help you organize your list, Tags are a powerful tool for efficiently managing your contacts.
