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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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People Tab Overview
Learn to navigate your People tab to manage your contacts. In this article: What is the People tab? Managing your people Contacts, members, and subscribers Segments Filters Bu...
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The People Tab Has a New Look
The People tab has a new look! Learn to navigate the new People tab to better organize and manage your contacts. In this article: What is the People tab? Managing your people ...
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Applying Filters to Your People Tab With the New Look
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 Cloning filters Rem...
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Formatting Your CSV With Google Sheets
Learn to prepare your CSV formatting to import People to Kajabi with Google Sheets. In this article: Formatting your CSV First, Create a new Google Sheet Step 1. Uploading you...
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How to Manually Add a New Member to Your Site
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...
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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 members in your People tab by utilizing default S...
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How to Use Tags
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: Add tags to cont...
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How to Manage Your People Profiles
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...
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How to Change a Member's Start Date
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...
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How to Reset Your Member's Password
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...
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How to Edit Your Contact's Information
Learn to edit the name, email, and form submission answers of your Contacts. Edit a contact's information: From the Dashboard, open the People tab. Then, search the name or...
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How Your Members Can Update Their Information
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...
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How Your Members Can Update Their Email Preferences
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...
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How to Perform Bulk Actions in the People tab
Bulk actions allow you to impact larger groups of contacts within your People tab. Streamline the process of applying various actions to multiple contacts in your People tab suc...
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How to Export Your Contacts
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...
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How to Check for Duplicate Contacts
Learn to check your People tab for duplicate contacts. In this article: Duplicate contacts Searching contacts by name Duplicate contacts Kajabi prevents the creation of dupl...
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How to Merge Members Accounts
Learn to merge Members accounts if a Member has created two accounts with separate emails on your site. In this article: Merging member accounts Step 1. Grant Access to an O...
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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 to Remind New Members to Log In
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...
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How to Revoke a Member's Product Access
A member can have their access to a Product revoked after they have finished a course, failed to pay, or are not complying with your terms and conditions. Learn how to revoke P...
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How to Delete a Contact
Learn to delete contacts and members from your list. Warning: Deleted Members are permanently removed and cannot be recovered. If your Member has future payments (such as a ...
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Muting Members in Your People Tab
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...
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Hiding Your Contacts
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...
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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 Email Address Validation 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. Learn how Email Address Validation help...
Contact Management
Learn to manage your Contacts in the People tab.