Contact Management

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...

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...

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...

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...

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 ...

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...

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?...

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...

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...

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 ...

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...

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...

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...

Learn where and how your Customers can update their customer information including their Customer Settings, Billing Information, and Customer Details. In this article: Updatin...

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

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...

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...

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...

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 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...

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 ...

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...

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 ...

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...

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...