Member Management See all 12 articles
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What do my Customers see?
Learn to create a test Customer account for yourself to experience your site from a Customer's perspective. In this...
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How to Cancel Your Customer's Subscription
Learn to cancel any applicable future payments and remove access to the Product(s) included with your customer's subs...
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How to Enable and Disable Customer Subscription Self-Cancelations
Learn to edit your customer's ability to self-cancel from their subscriptions in your site. In this article: Disab...
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What is the difference between revoking an Offer and payment cancelations?
Learn the difference between revoking Product access and canceling payments. In this article: Revoking Product Acce...
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Purchase Information Page Overview
Learn to navigate your Customer's Purchase Information Page to view purchase details, revoke Product access, perform ...
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How to Pause Your Customer's Subscription or Multiple Payments
Pausing or suspending your customer's subscription or multiple payments temporarily disables your customer's billing....
Contact Management See all 30 articles
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How to Import Contacts Onto Kajabi
The contacts importer tool gives you the option to upload a comma-separated value (CSV) file with multiple custom dat...
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Contacts Tab Overview
Learn to navigate your Contacts tab to view and manage your contacts. In this article: What is the Contacts tab? Ma...
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Applying Filters to Your Contacts Tab
Learn to create filters to better manage and organize the contacts in your Contacts tab with the new look. In this ...
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Defining Contacts Tab Filters
Learn about each Filter available in your Contacts tab to help you create segments and narrow your results in your li...
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How to Manually Add a New Customer to Your Site
Learn to manually add Customers onto your site and grant a product Offer (or multiple Offers) during import. Tip: ...
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How to Segment Your Contacts
Design personalized marketing and efficiently manage your list by segmenting your contacts. Learn to organize your co...
Contacts FAQ See all 17 articles
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What does the Subscription Status mean?
The Subscription Status is an important indicator as to whether or not your contacts are subscribed to receive your m...
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What is the difference between Insights and Analytics?
Learn the difference between People Insights and your Site Analytics. In this article: Insights and Analytics What...
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Having Issues Formatting a CSV for Contact Imports
Receiving an error when importing contacts with a CSV? Find out why you may receive this error and how you can ensure...
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How to Use Google Sheets to Combine First and Last Name
Learn to use Google Sheets to combine the first and last name into a single column in your .CSV file to successfully ...
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What is the difference between a customer, contact, and a subscriber?
Learn the difference between customers, contacts, and subscribers in Kajabi and understand the people that are consid...
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Can I resubscribe a contact if I accidentally unsubscribe them?
Accidentally unsubscribed a contact? We get it. Accidents happen. Learn to recover your unsubscribed contacts. In t...
Third-Party Contact Management Integrations See all 7 articles
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How to Use ClickFunnels With Kajabi
Here we will look into the integration between Kajabi and ClickFunnels. The premise of this integration is to use Kaj...
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How to Use MailChimp With Kajabi
Learn to connect MailChimp with Kajabi to integrate MailChimp's web-based email marketing services as you build your ...
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How to Use ActiveCampaign With Kajabi
Learn to connect ActiveCampaign with Kajabi to integrate with ActiveCampaign's services as you build your List on you...
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How to Use ConvertKit With Kajabi
Learn to connect ConvertKit with Kajabi to integrate ConvertKit's email marketing services as you build your list on ...
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How to Use AWeber With Kajabi
AWeber is an email marketing service provider that helps people keep in touch with their mailing list subscribers. Yo...
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How to Use Kajabi With Segment
Segment is an API that allows you to collect customer data and send it to hundreds of tools for analytics, marketing,...
Assessments See all 9 articles
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How to Create and Customize Assessments
Assessments are a great tool for creating standardized tests, questionnaires, and surveys. Learn to create, customize...
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How to Add Questions to Your Assessment
Learn to add questions to your Assessments in Kajabi. In this article: How to Add a Question Assessment Question...
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How to Duplicate Your Assessment
Learn to duplicate your Assessment. Assessments can be used to create tests and surveys for your Course Products and ...
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How to View and Grade Assessment Results
Learn to view and grade your user's Assessment results and export the results in CSV format. In this article: How ...
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How to Share an Assessment
Learn to share your Assessments built in Kajabi. In this article: Sharing assessments Linking directly to your asse...
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How to Add an Assessment to Your Course Product
Assessments can be used to create tests and surveys in your Products and Web Pages. Learn to add an Assessment to you...