Learn to navigate your People tab to manage your contacts.
In this article:
- What is the People tab?
- Managing your people
- Contacts, members, and subscribers
- Bulk actions
- 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.
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 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.
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:
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 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.
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.
- Contact Filters
- Contact Activity Filters
- Member Activity Filters
- Email Activity Filters
- Form Filters
- Assessment Filters
- Product Filters
- Offer Filters
- Coupon Filters
- Email Broadcast Filters
- Email Sequence Filters
- Event Filters
- Tag Filters
- Default Field Filters
- Custom Field Filters
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.
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.
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.