Learn to navigate your Contacts tab to view and manage your contacts.
In this article:
- What is the Contacts tab?
- Managing your contacts
- Contacts, customers, and subscribers
- Bulk actions
- Manage tags
What is the Contacts tab?
The Contacts tab is your organizational tool to help you manage the information for your contacts.
In other words, the Contacts tab is your built-in Customer Relationship Management System (CRM) on Kajabi.
With Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts.
Within the Contacts tab you can manage existing contacts with Segments and Filters and add new contacts to your site.
Managing your contacts
Before we dive into managing your Contacts with the various actions available in the Contacts tab, let's discuss the contacts, customers, and subscribers that make up your Contacts tab.
Contacts, customers, and subscribers
Contacts include any person in your Contacts tab. This may include contacts 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 Contacts Profile.
A Customer is a user or contact that has completed a purchase or has been granted an Offer on your site.
Customers can be identified in your Contacts tab by the checkmark next to their name:
This is where your contacts can overlap. Customers 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 Customers if they have access to your Offer(s).
Although Subscribers may also be Customers of your site, Subscribers are not required to be Customers 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.
Customize your Segments with Filters to best fit your business with a variety of Filter 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.
- Assessment Filters
- Contact Filters
- Coupon Filters
- Custom Field Filters
- Default Field Filters
- Email Activity Filters
- Email Broadcast Filters
- Email Engagement Filters
- Email Sequence Filters
- Event Filters
- Form Filters
- Marketing Status Filters
- Member Filters
- Offer Filters
- Product Filters
- Tag Filters
Within each Filter Category, you have the ability to select the exact filter you wish to apply to your list.
Open your Contacts tab, click Filters and begin filtering 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.
Lastly, your Contacts tab houses all the tags you have created on your site and allows you to create additional tags:
Notice a pattern in the Contacts tab? Just as filters and segments help you organize your list, Tags are a powerful tool for efficiently managing your contacts.