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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 data fields, copy and paste contacts from a spreadsheet, or typ...
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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? Managing your contacts Contacts, customers, and subscribers Se...
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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 article: Why use filters? Creating filters Things to consid...
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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 list. In this article: What are Contacts tab filters? Conta...
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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 during import. Tip: Segment your list to organize and personalize your contact's experience with your ...
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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 contacts and customers in your Contacts tab by utilizing defau...
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How to Use Tags
Add Tags to your contacts to efficiently manage the contacts in your Contacts tab. Learn to utilize Tags to organize and categorize your List. In this article: What are tags?...
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Contact Preview Overview
Learn about your contact preview to help you retain your filters, view individual contacts faster than before, and gain insight into each individual with Kajabi's latest improve...
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How to Manage Your Contacts Profiles
Learn to manage your Contact's profiles to track activity, perform actions, and more. In this article: Access your contact's profile Customers profile features Contacts profi...
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How to Change a Customer's Start Date
Changing your Customer's start date can be necessary for a variety of reasons. Most commonly, changing your Customer's start date may be helpful for granting access to all the ...
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How to Reset Your Customer's Password
Learn to reset your Customer's password from your Contacts tab. In this article: Customer can't log into your site Send password to customer email Change your customer's pas...
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How to Edit Your Contact's Information
Learn to edit the name, email, and form submission answers of your Contacts. In this article: Contact Details How to edit your contact's information Contact Details On Ka...
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How to Add a Note to a Contact Profile
Learn to add notes to your contacts and customers in your Contacts tab. In this article: Add notes Delete notes Add notes Add and edit notes for your contacts to help you ma...
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How Your Customers Can Update Their Information
Learn where and how your Customers can update their customer information including their Customer Settings, Billing Information, and Customer Details. In this article: Updatin...
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How Your Customers Can Update Their Email Preferences
Learn how your Customers can update their email preferences directly from their account. In this article: Email preferences Update email preferences Email preferences Your...
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How to Perform Bulk Actions in the Contacts tab
Learn to apply actions to multiple contacts in your Contacts tab with Bulk Actions. In this article: What are bulk actions? How to perform a bulk action Bulk actions for offe...
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How to Export Your Contacts
Learn to export your customers and contacts from your Contacts tab. In this article: Export your contacts Download your exported list Export your contacts To export your co...
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How to Check for Duplicate Contacts
Learn to check your Contacts tab for duplicate contacts. In this article: Duplicate contacts Searching contacts by name Duplicate contacts Kajabi prevents the creation of du...
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How to Merge Contacts
Learn to merge contacts if a contact has created two accounts with separate emails on your site. In this article: Merging contacts What happens when I merge two contacts? S...
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How to Collect Additional Information From Existing Contacts
Depending on the required fields included in your Opt-in Forms, you may have a limited amount of information from existing contacts. In certain cases, you may want to collect mo...
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How Kajabi Reminds Your New Customers to Log In
All new customers will receive an automated email after purchasing or being granted an Offer with a link to the Login Page of your site. This link can also be reached with your...
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How to Revoke a Customer's Product Access
Remove a customer's access to a Product after they have finished a course, failed to pay, or failed to comply with your terms and conditions. Learn how to revoke Product Access ...
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How to Delete a Contact
Learn to delete contacts and customers from your list. Warning: Deleted contacts or customers are permanently removed including all records related to the customer such as p...
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Muting Customers in Your Contacts Tab
Learn about muting your Customers in the Contacts tab. In this article: Muting a contact How to mute a customer How to unmute a customer Muting a contact Mute Customers to ...
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Hiding Your Contacts
Contact list too cluttered? Learn to hide your contacts from your Contacts tab. In this article: How to hide contacts What does hiding do? How to hide contacts To hide you...
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How Auto Unsubscribe Helps You Maintain a Healthy Mailing List
Kajabi helps you nurture a healthy contact list by automatically unsubscribing your Hard Bounced and Complained contacts, so that the next time you send an email, you feel confi...
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How to Re-Engage Inactive Subscribers
Learn to re-engage inactive, dormant subscribers and identify and unsubscribe subscribers that do not re-engage. In this article: Re-engaging Step 1. Identify Inactive Subscri...
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How Email Address Validation and Contact Exclusion Helps You Maintain a Healthy Mailing List
Kajabi helps you build a healthy mailing list consisting of high-quality contacts by helping you validate your contacts' email addresses and exclude high-risk and inactive conta...
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Contact Exclusion Overview and FAQ
Learn more about the latest update, Contact Exclusion, to help you maintain a healthy and strong mailing list and sender reputation. In this article: Contact exclusion FAQs ...
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How ReCaptcha Helps You Maintain a Healthy Mailing List
What is reCAPTCHA and how does it help you? Kajabi helps you build and maintain a healthy mailing list consisting of high-quality contacts by helping you validate your form subm...
Contact Management
Learn to manage your contacts in the Contacts tab.