Contact Management

Learn to navigate your People tab to view and manage your contacts. In this article: What is the People tab? Managing your people Contacts, members, and subscribers Segments F...

Learn to create filters to better manage and organize the contacts in your People tab with the new look. In this article: Why use filters? Creating filters Things to consider...

Learn about each Filter available in your People tab to help you create segments and narrow your results in your list. In this article: What are People tab filters? People Ta...

Learn to manually add Members onto your site by granting an Offer during import. Tip: Segment your list to organize and personalize your contacts experience with your brand an...

Design personalized marketing and efficiently manage your list by segmenting your contacts. Learn to organize your contacts and members in your People tab by utilizing default S...

Add Tags to your contacts to efficiently manage the contacts in your People tab. Learn to utilize Tags to organize and categorize your List. In this article: What are tags? A...

BETA: This feature is being released in phases and is currently available with Access. If you do not see this setting the feature has not been made available to your account ye...

Learn to manage your People's profiles to track activity, perform actions, and more. In this article: Access your people's profile Members profile features Contacts profile f...

Changing your Member's start date can be necessary for a variety of reasons. Most commonly, changing your Member's start date may be helpful for granting access to all the cont...

Learn to reset your Member's password from your People tab.  In this article: Member can't log into your site Send password to member email Change your member's password N...

Learn to edit the name, email, and form submission answers of your Contacts.  Edit a contact's information: Open the People tab from your Dashboard.  Then, search the name o...

Learn to add notes to your contacts and members in your People tab. In this article: Add notes Delete notes Add notes Add and edit notes for your contacts to help you manage...

Learn where and how your Members can update their member information including their Member Settings, Billing Information, and Member Details. In this article: Updating member...

Learn how your Members can update their email preferences directly from their account. In this article: Email preferences Update email preferences Email preferences Your M...

Learn to apply actions to multiple contacts in your People tab with Bulk Actions.  In this article: What are bulk actions? How to perform a bulk action Bulk actions for offers...

Learn to bulk export contacts in your People tab. In this article: Export your contacts Download your exported list Export your contacts Open the People tab from your Dashb...

Learn to check your People tab for duplicate contacts. In this article: Duplicate contacts Searching contacts by name Note: This guide walks through the steps to check for ...

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...

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...

All new members 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 U...

Remove a members' access to a Product after they have finished a course, failed to pay, or fail comply with your terms and conditions. Learn how to revoke Product Access below. ...

Learn to delete contacts and members from your list.  Warning: Deleted contacts members are permanently removed including all records related to the member such as product pr...

Learn about muting your Members in the People tab. In this article: Muting a contact How to mute a member How to unmute a member Muting a contact Mute Members to revoke thei...

Contact list too cluttered? Learn to hide your contacts from your People tab.  In this article: How to hide contacts What does hiding do? How to hide contacts Open the Peop...

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...

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...

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...

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 ...

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...