# 7 prompts to profit: Build your eBook, landing page & follow-up sequence
Source: https://help.kajabi.com/7-prompts-to-profit-build-your-e-book-landing-page-and-follow-up-sequence



<div>
  <iframe />
</div>

### **What you'll learn**

* **Generate an irresistible eBook idea** your audience will love
* **Craft a catchy title and outline** to grab attention instantly
* **Write engaging content** that builds trust and showcases your expertise
* **Create copy for the landing page** that converts visitors into subscribers
* **Build an 8-email follow-up sequence** to nurture and sell your offer

### **Create An eBook Lead Magnet That Your Audience Actually Wants So You Can Build Your List & Profit Along The Way.**

Are you ready to use AI to grow your audience and make sales? In this on-demand webinar, you’ll learn how to craft a high-converting eBook, create copy for the landing page, and build the automated email sequence to sell your offer. With just 7 powerful prompts, you’ll go from idea to fully-built marketing asset with the help of artificial intelligence.

**Follow Along With The Webinar**\
Imagine the impact of an optimized lead magnet on your list growth and sales. Download the [**<u>PROMPT GUIDE</u>**](https://docs.google.com/document/d/1f7uGf9t1qHNnVAMJNzto_BYx5AIadpUA4lAONiAxDHo/copy) and click the “Make a copy” button to get all 7 prompts, transform your lead generation strategy, and turn your eBook into a profitable asset. 

**Who Should Watch:**\
This webinar is perfect for creators, coaches, and entrepreneurs who want to:

* Quickly build their email list with an attractive lead magnet
* Save time by using AI to generate high-quality content
* Keep leads engaged with a professionally written follow-up sequence


# VIDEO: Account users
Source: https://help.kajabi.com/account-users



Add, edit, and manage users in your Kajabi account and assign them roles.

<div>
  <iframe />
</div>

For more in-depth information on account users, see: [**Account users**](https://help.kajabi.com/articles/account-settings/users/account-users)


# AI driven content creation
Source: https://help.kajabi.com/ai-driven-content-creation



<div>
  <iframe />
</div>

### **What you'll learn**

* Create compelling, high-performing content using AI
* Develop your unique voice and perspective
* Engineer and utilize AI prompts effectively

### **Stay ahead of the curve and boost your productivity with the help of Artificial Intelligence.**

This training is your gateway to becoming a prompt engineer, armed with a formula for crafting thoughtful prompts so you can turn up AI’s full potential. You’re going to learn how to boost your productivity as a course creator or coach by using AI to help you create the content that normally takes you days… in seconds.

[**<u>Learn to use CoFounder to answer your questions, quickly create high-quality content for your business, and more.</u>**](https://help.kajabi.com/hc/en-us/articles/16776393972379-How-to-Use-Kajabi-s-Conversational-AI-Assistant-Ama)

‍

### **Prompt Structure: The Who, The What, and The How**

**The Who:** Tells CoFounder the role they are to play or the job description it has. My favorite job descriptions are copywriter and digital marketer, but you could also use: Journalist, Project Manager, Speech writer… the list goes on. When you start off your prompt like this, it will respond as if it has these credentials & skills.

**The What:** is exactly what task you want accomplished. You need to be specific about exactly what you want, unlike an ill-defined Google search. My strategy is to tell CoFounder exactly what I want but in the same breath… also exactly what I’m USING it for and WHO it’s for.

**The How:** Is your opportunity to dictate the exact format, tone, and style you’d prefer the response to be in. This is what most people unfortunately forget, but it’s crucial if you want the chatbot to create content that sounds like it came from you. First, tap into your inner thesaurus to control the tone of voice, and style that you write in. Should it be written in a witty way? Passionate? Business-casual? Whimsical? Emotional? Assertive? Assigning these colorful adjectives to your prompt will not only significantly improve the responses, but also make them unique to your brand voice. Last, be sure to tell the chatbot how you want your answer formatted: A list? Spreadsheet? Summary? Detailed paragraphs? Step by step directions?

**Example:** You are a copywriter. Create a short social media post perfect for Instagram that will captivate the attention of \[Insert your target audience]. Write the caption with an \[insert tone] tone of voice.

‍

### **Sales Email Prompt**

You are a copywriter specialized in writing high converting emails, with a decade of experience and millions of dollars in revenue as a direct result of your email copy.

I want you to write a compelling sales email about \[topic] that enhances the chances of driving conversions and generating revenue for my course called \[course name]. My course helps people \[end result of your course]. This email will be sent to my target audience consisting of \[target audience]. For the tone, focus on urgency to purchase soon, however you need to be witty and provide value to the reader.

In the first paragraph discuss one pain point my customers are facing. In the second paragraph add a call to action to purchase my course and how their life will be better when they do. In the 3rd paragraph include 3 bullets covering the benefits my course offers.

Your sales email will demonstrate mastery over the most difficult aspects of email marketing: grabbing attention, maintaining relevance & personalization, striking the right tone, and overcoming spam filters.

Your response should be a well crafted and convincing email that provides value to my potential customers who read it. Please also provide three subject lines for me to choose from.

‍

### **Sales Video Prompt**

You are a sales video script copywriter with a decade of experience and millions of dollars in revenue as a direct result of your sales videos. 

Write a video sales letter explaining why \[Insert Your Target Audience] should buy my course called \[Name of Your Course]. My course teaches people how to \[Insert Detailed Description about the End Result of Your Course]. The viewers should know this about me: \[Insert your qualifications]. My course costs: \[Insert price].

Your response should be an emotionally impactful winning Video Sales Letter script limited to 3 minutes long, inspired by techniques taught by the legendary Copywriter Stefan Georgi. 

Your response will be structured as follows:

1. INTRO
2. RELATABLE STORY
3. TOUCHING ON PAIN POINTS
4. SOLUTION REVEAL
5. SOCIAL PROOF
6. CALL TO ACTION
7. RECAP AND CLOSING

‍

### **Sales Page Copy Prompt**

You are a sales page copywriter with 10 years of experience and your copy has led to millions of dollars in sales. 

Your task is to write the content for my sales page explaining why \[Insert Your Target Audience] should buy my course called \[Name of Your Course]. My course teaches people how to \[Insert Detailed Description about the End Result of Your Course]. The sales page visitors should know this about me: \[Insert your qualifications]. My course costs: \[Insert price].Your response needs to be SEO optimized with popular keywords in the \[Insert your niche] niche.

The long-form sales page content you create should be conversational, persuasive, and written in a storytelling format, inspired by the sales page techniques taught by the original conversion copywriter, Joanna Wiebe.

‍

### **Social Media Video Prompt**

\*\*Prompt #1 \*\*

You know everything about \[Insert your Niche]. Create a list of 5 video ideas that \[Insert your target audience] would be highly interested in watching. Each Idea should have a title, a caption, and an explanation of what happens in the video. Label each idea 1-5. 

\*\*Prompt #2 \*\*

You are a social media expert with 10 years of experience and your videos have been viewed and loved by billions of people. Your task is to fully write the content for \[Copy/paste the video title, caption, and explanation]. Your response needs to be entertaining and worth watching. The first few seconds of the video needs to have a hook that captures attention. You have read and mastered the social media techniques and teachings of people like and related to Gary Vaynerchuk, Brendan Kane, Seth Godin, and Donald Miller. This video should be less than a minute long and formatted for \[Insert Desired Social Media Platform] and at the end the call to action should be to click the link in bio.

‍

**Additional Resources**

* **[<u>‍Future Tools</u>](https://www.futuretools.io/):** To quote their website directly, FutureTools Collects & Organizes All The Best AI Tools So YOU Too Can Become Superhuman! This is how you discover new tools powered by artificial intelligence to make your life easier.[**<u>‍</u>**](https://www.leonardo.ai/)
* **[<u>Leonardo.ai</u>](http://Leonardo.ai)<u>[:](https://www.leonardo.ai/)</u>** [Copy.AI](http://Copy.AI) allows you to leverage AI to write your content and copy in minutes.[**<u>‍</u>**](https://kajabi.com/artificial-intelligence)


# VIDEO: Amplify profiles
Source: https://help.kajabi.com/amplify-profiles



Set up publisher and sponsor profiles on Amplify to run sponsored ads or get promoted by other Kajabi experts.

<div>
  <iframe />
</div>

For more in-depth information on Amplify, see: [**Set up Amplify**](https://help.kajabi.com/articles/amplify/set-up-an-amplify-profile)


# VIDEO: Amplify promotions
Source: https://help.kajabi.com/amplify-promotions



Earn money promoting sponsors to your email list, or pay to reach new audiences through other Kajabi experts' broadcasts.

<div>
  <iframe />
</div>

For more in-depth information on Amplify, see: [**Amplify promotions**](https://help.kajabi.com/articles/amplify/amplify-promotions)


# Authentication
Source: https://help.kajabi.com/api-reference/authentication



The `/v1/oauth/token` endpoint supports `client_credentials` grant type (OAuth 2) to request an `access_token`.

This requires your `client_id` and `client_secret` which are available on the [Public API](https://app.kajabi.com/admin/settings/public_api) settings page of the Kajabi Dashboard.

* Custom User API Keys can be created with specific permissions.
* Click the "Create User API Key" button, enter a name (e.g. "My project"), select the user and permissions, and click "Create".
* For security purposes, you may "Delete" or "Rotate" the api credentials at any time; which will invalidate any access tokens granted with the credentials.


# Get access token
Source: https://help.kajabi.com/api-reference/authentication/get-access-token

/openapi.yaml post /v1/oauth/token
## Request `access_token` and `refresh_token`
There are three ways to exchange parameters for tokens
1. Provide client credentials `client_id` and `client_secret`
2. Provide a `refresh_token`
3. Provide `username` and `password` (client credentials is preferred)

### Using grant_type=client_credentials
Only include params: `client_id`, `client_secret`, and `grant_type`.
* The `grant_type` param value must be: `client_credentials`

### Using grant_type=refresh_token
Only include params: `refresh_token` and `grant_type`.
* The `grant_type` param value must be: `refresh_token`
* The `refresh_token` must be a unexpired JWT token, from a prior client credential token grant.

### Using username and password
Only include params: `username` and `password`.

## Response
A successful response will provide `access_token` and `refresh_token` values.
* Use the `access_token` in your `Authorization` header as a "Bearer" token to make authenticated requests to the API. E.g. `GET https://api.kajabi.com/v1/me`
* Store the `refresh_token` to exchange for a new `access_token` when it expires.
* Tokens may be invalidated using the `v1/oauth/revoke` endpoint to "log out".
### Attributes
* `access_token` (string) - The access token for the API session
* `refresh_token` (string) - The refresh token for the API session
* `token_type` (string) - The type of token, always `Bearer`
* `expires_in` (integer) - The number of seconds the access token will be valid for




# Revoke a token
Source: https://help.kajabi.com/api-reference/authentication/revoke-a-token

/openapi.yaml post /v1/oauth/revoke
## Revoke an `access_token` and `refresh_token`
Either token may be provided to "log out" of the API session. Both tokens we be invalidated.

* Only include param: `token` with your `access_token` or `refresh_token`
* Requires an `Authorization` header as `Bearer access_token` to authenticate the request.

## Response
* A successful response will have an empty body
* An error response will include a JSON body with error details.




# Blog post details
Source: https://help.kajabi.com/api-reference/blog-posts/blog-post-details

/openapi.yaml get /v1/blog_posts/{id}
Shows details of a blog post

## Blog Post Attributes
* `title` (string) - Title of the blog post
* `url` (string) - URL of the blog post
* `content` (string) - Content of the blog post
* `slug` (string) - Slug of the blog post
* `page_title` (string) - Page title of the blog post
* `page_description` (string) - Page description of the blog post
* `published_at` (string) - Date and time the blog post was published
* `created_at` (string) - Date and time the blog post was created
* `updated_at` (string) - Date and time the blog post was updated_at
* `image_url` (string) - URL of the image associated with the blog post
* `image_alt_text` (string) - Alt text for the image associated with the blog post
* `tags` (array) - Tags associated with the blog post

## Sparse Fields
### Only return title attribute
* `GET /v1/blog_posts/123?fields[blog_posts]=title`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "blog_posts",
    "attributes": {
      "title": "Announcing New Course"
    }
  }
}
```




# List blog posts
Source: https://help.kajabi.com/api-reference/blog-posts/list-blog-posts

/openapi.yaml get /v1/blog_posts
Returns a list of blog posts which the current user may access
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/blog_posts[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/blog_posts[number]=2&page[size]=25`

## Sparse Fields
Use the `fields[blog_posts]` parameter to request only specific attributes:
### Only return title attribute
* `GET /v1/blog_posts?fields[blog_posts]=title`

## Sorting
Use the `sort` parameter to sort the results:
### Sort by published_at in descending order
* `GET /v1/blog_posts?sort=-published_at&fields[blog_posts]=title`

## Filters
Use the `filter[site_id]` parameter to get blog posts for a specific site:
### Get blog posts for site with ID 123
* `GET /v1/blog_posts?filter[site_id]=123`

List of attributes that may be used to filter: title, content, slug, page_title, page_description, published_at, created_at, updated_at, image_url, image_alt_text, tags

The filter param uses the following syntax: `filter[attribute_name_suffix]` with suffix for comparison:
* `eq` for equals
* `cont` for contains
* `not_eq` for not equals
* `not_cont` for not contains
* `start` for starts with
* `end` for ends with

For example:
* `GET /v1/blog_posts?filter[title_start]=Announcing`
* `GET /v1/blog_posts?filter[title_cont]=Announcing`




# Changelog
Source: https://help.kajabi.com/api-reference/changelog



<Update label="June 10, 2026" description="1.1.0">
  Added a `purchases` relationship to the transactions endpoint, listing the offer purchase(s) a transaction covers. A transaction covers multiple offer purchases when several offers are bundled into a single charge, which can occur when a checkout includes multiple order bumps, or for Cart or Invoice orders.

  Deprecated the singular `offer` relationship — it remains populated for single-offer transactions, but returns `null` for bundled transactions; use `purchases` instead.

  Added product-ownership filters to the contacts and customers endpoints: `filter[has_product_id]`, `filter[has_active_product_id]`, `filter[has_no_product_id]`, and `filter[previously_owned_product_id]`.

  Added `filter[exclude_product_types][]` to the products endpoint to exclude products by productizable type.

  Removed the `filter[is_suppressed]` contacts search filter.

  Deleting a contact that has active Kajabi Payments subscriptions or payment plans now returns a `422 Unprocessable Entity` error instead of deleting the contact.
</Update>

<Update label="December 18, 2025" description="1.0.1">
  Fixed documented path for hook-related endpoints v1.0.1
</Update>

<Update label="September 4, 2025" description="1.0.0">
  Update openapi.yaml to OAS v3.1.1
</Update>

<Update label="September 3, 2025" description="0.9.4">
  Improved transactions endpoint documentation
</Update>

<Update label="August 21, 2025" description="0.9.3">
  Clarified the webhooks create endpoint docs for use of resource\_id attribute Removed docs for price\_description from offers endpoint, it is not supported General improvements for security and stability, refactored code
</Update>

<Update label="August 15, 2025" description="0.9.2">
  Added filter\[customer\_id] to purchases, orders, and transactions endpoints Added transactions filter\[name\_or\_email] parameter
</Update>

<Update label="August 14, 2025" description="0.9.1">
  Added /v1/purchases/:id/cancel\_subscription endpoint
</Update>

<Update label="August 4, 2025" description="0.9.0">
  Added /v1/contact\_notes endpoints: list, show, create, update, delete
</Update>

<Update label="August 1, 2025" description="0.8.0">
  Added outbound webhooks using /v1/hooks endpoints
</Update>

<Update label="July 31, 2025" description="0.7.0">
  Added orders endpoints for list and details

  Added order\_items endpoints for list and details
</Update>

<Update label="July 21, 2025" description="0.6.0">
  Added form\_submissions endpoints for list and details
</Update>

<Update label="June 27, 2025" description="0.5.0">
  Add/remove parameters for searching contacts and customers

  Improve search performance for contacts and customers

  Add endpoints for purchases, list, details, reactivate, and deactivate

  Add endpoints for website pages, blog posts, and landing pages

  Add url attribute to products and forms resources

  Bugfix: delete a contact then recreate with same email

  Add currency attribute to offer

  Sort contacts by created\_at
</Update>

<Update label="April 11, 2025" description="0.5.0">
  New developer site [https://developers.kajabi.com](https://developers.kajabi.com)

  Add resource attribute definitions to docs

  Improve docs with comprehensive response examples using a variety of request parameters

  Add checkout url to offer resource

  Add endpoints for forms, including form submission

  Contacts related offers are linked by url vs listed by id

  Add publishing\_option to module/lesson public api

  Add internal\_title and payment info attributes to offer serializer

  Add refresh\_token to oauth/token response

  Add transactions endpoints

  Add lessons.media relationship for courses
</Update>

<Update label="March 19, 2025" description="0.3.0">
  Add oauth revoke endpoint

  Improve docs for oauth token credential grant

  Add contacts filter params: search, has\_product\_id, has\_tag\_id, has\_offer\_id

  Add customers endpoints

  Add courses endpoints

  Add example responses to docs for page and filter parameters

  Improve docs for success responses

  Add forbidden error response examples

  Improve docs for granting and revoking offers
</Update>

<Update label="October 25, 2024" description="0.2.0">
  Credential exchange using Kajabi account api key/secret

  Add contacts offers relation endpoints to grant/revoke offers

  Add contacts relationship to offers

  Add products relationship to offers

  Add products endpoints

  Add offers endpoints
</Update>

<Update label="October 21, 2024" description="0.1.3">
  Add contact tag endpoints

  Add contacts tag relation endpoints to add/remove tags

  Document /contacts/?include= parameter with tags example
</Update>

<Update label="October 11, 2024" description="0.1.2">
  Add /api/v1/custom\_fields endpoint

  Add clarify filters for contacts in the openapi spec
</Update>

<Update label="October 3, 2024" description="0.1.1">
  Add sorting to contacts

  Add sparse fields to contacts

  Add filters to contacts list endpoint
</Update>

<Update label="July 22, 2024" description="0.1.0">
  Add contacts endpoints

  Add sites endpoints

  Add me endpoint for current user

  Add version endpoint

  Add oauth/token endpoint to authenticate with username/password
</Update>


# Contact note details
Source: https://help.kajabi.com/api-reference/contact-notes/contact-note-details

/openapi.yaml get /v1/contact_notes/{id}
Returns a single contact note by ID.

**Attributes:**
- `body` (string) - The note content
- `created_at` (datetime) - When the note was created
- `updated_at` (datetime) - When the note was last modified

**Relationships:**
- `contact` - The contact this note belongs to




# Create contact note
Source: https://help.kajabi.com/api-reference/contact-notes/create-contact-note

/openapi.yaml post /v1/contact_notes
Creates a new contact note.

**Required Attributes:**
- `body` (string) - The note content

**Required Relationships:**
- `contact` - The contact this note belongs to (resource identifier)




# Delete contact note
Source: https://help.kajabi.com/api-reference/contact-notes/delete-contact-note

/openapi.yaml delete /v1/contact_notes/{id}
Deletes a contact note by ID. This action is permanent and cannot be undone.




# List contact notes
Source: https://help.kajabi.com/api-reference/contact-notes/list-contact-notes

/openapi.yaml get /v1/contact_notes
Returns a paginated list of contact notes. This endpoint supports filtering, sorting, and pagination.

**Sorting:**
- `created_at` (default: descending)

**Filtering:**
- `filter[contact_id]` - Filter notes for a specific Contact
- `filter[site_id]` - Filter notes for a specific Site

**Pagination:**
- Use `page[number]` and `page[size]` parameters
- Default page size is 20, maximum is 100




# Update contact note
Source: https://help.kajabi.com/api-reference/contact-notes/update-contact-note

/openapi.yaml patch /v1/contact_notes/{id}
Updates an existing contact note. Only the note body can be updated.

**Updatable Attributes:**
- `body` (string) - The note content

Contact relationship cannot be changed after creation.




# Contact tag details
Source: https://help.kajabi.com/api-reference/contact-tags/contact-tag-details

/openapi.yaml get /v1/contact_tags/{id}
## Contact Tag Attributes
* `name` (string) - The name of the contact tag

## Contact Tag Relationships
The contact tag belongs to a site




# List contact tags
Source: https://help.kajabi.com/api-reference/contact-tags/list-contact-tags

/openapi.yaml get /v1/contact_tags
Tags (not archived) for a site

## Contact Tag Attributes
* `name` (string) - The name of the contact tag

## Pagination
Use the `page[number]` and `page[size]` query parameters to paginate results:
### Get first page of 10 items
* `GET /v1/contact_tags?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/contact_tags?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/contact_tags?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/contact_tags?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/contact_tags?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/contact_tags?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/contact_tags?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get contact tags for a specific site:
### Get contact tags for site with ID 123
* `GET /v1/contact_tags?filter[site_id]=123`

Response will only include contact tags for that site
```json
{
  "data": [{
    "id": "456",
    "type": "contact_tags",
    "attributes": {
      "name": "Source"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filter by Name Contains
Use the `filter[name_cont]` parameter to find contact tags where the name contains specific text:
### Get contact tags with names containing "vip"
* `GET /v1/contact_tags?filter[name_cont]=vip`

Response will include contact tags with matching names
```json
{
  "data": [{
    "id": "456",
    "type": "contact_tags",
    "attributes": {
      "name": "VIP Customer"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sorting, sparse fields and filtering in a single request:
### Get page 2 of contact tags for site 123, sorted by name descending
* `GET /v1/contact_tags?page[number]=2&page[size]=10&sort=-name&filter[site_id]=123`

Response will include only requested fields, sorted and paginated
```json
{
  "data": [{
    "id": "456",
    "type": "contact_tags",
    "attributes": {
      "name": "Webinar Attendee"
    }
  }, {
    "id": "789",
    "type": "contact_tags",
    "attributes": {
      "name": "VIP Customer"
    }
  }],
  "links": {
    "self": "https://api.kajabi.com/v1/contact_tags?page[number]=2&page[size]=10&sort=-name&fields[contact_tags]=name,handle&filter[site_id]=123",
    "first": "https://api.kajabi.com/v1/contact_tags?page[number]=1&page[size]=10&sort=-name&fields[contact_tags]=name,handle&filter[site_id]=123",
    "prev": "https://api.kajabi.com/v1/contact_tags?page[number]=1&page[size]=10&sort=-name&fields[contact_tags]=name,handle&filter[site_id]=123",
    "next": "https://api.kajabi.com/v1/contact_tags?page[number]=3&page[size]=10&sort=-name&fields[contact_tags]=name,handle&filter[site_id]=123",
    "last": "https://api.kajabi.com/v1/contact_tags?page[number]=5&page[size]=10&sort=-name&fields[contact_tags]=name,handle&filter[site_id]=123"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```




# Add tag to contact
Source: https://help.kajabi.com/api-reference/contacts/add-tag-to-contact

/openapi.yaml post /v1/contacts/{contact_id}/relationships/tags
Add tag relationships to contact resource using a list of resource identifiers

Request body includes a list of resource identifiers, `id: CONTACT_TAG_ID`, `type: "contact_tags"`.
```json
{ "data": [{ "type": "contact_tags", "id": "456" }] }
```
The response body will include the updated list of tag relationships.

Example response body:
```json
{ "data": [{ "type": "contact_tags", "id": "123" }, { "type": "contact_tags", "id": "456" }] }
```




# Contact details
Source: https://help.kajabi.com/api-reference/contacts/contact-details

/openapi.yaml get /v1/contacts/{id}
Show details for a contact
## Contact Attributes
* `name` (string) - The name of the contact
* `email` (string) - The email of the contact, must be a valid and deliverable email address
* `address_line_1` (string) - The first line of the contact's address
* `address_line_2` (string) - The second line of the contact's address
* `address_city` (string) - The city of the contact's address
* `address_country` (string) - The country of the contact's address
* `address_state` (string) - The state of the contact's address
* `address_zip` (string) - The zip code of the contact's address
* `phone_number` (string) - The phone number of the contact
* `business_number` (string) - The business phone number of the contact
* `subscribed` (boolean) - Whether the contact has opted in to receive marketing communications from the site
* `external_user_id` (string) - The external user ID of the contact/customer; this field is only updatable if the contact has been granted an offer or made a purchase
* `created_at` (string) - The date and time the contact was created
* `updated_at` (string) - The date and time the contact was last updated

## Including Relationships
Use the `include` parameter to include related resources in the response:
* `GET /v1/contacts/123?include=offers,tags,customer`

Response will include the related contact offers, tags and customer resources
```json
{
  "data": {
    "id": "123",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "john@example.com",
      "address_line_1": null,
      "address_line_2": null,
      "address_city": null,
      "address_country": null,
      "address_state": null,
      "address_zip": null,
      "phone_number": null,
      "business_number": null,
      "subscribed": false,
      "external_user_id": null,
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "links": {
      "customer": "https://api.kajabi.com/v1/customers/321"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      },
      "offers": {
        "links": {
          "data": [
            { "id": "456", "type": "offers" }
          ],
          "self": "https://api.kajabi.com/v1/contacts/123/relationships/offers"
        }
      },
      "tags": {
        "data": [
          { "id": "789", "type": "contact_tags" }
        ],
        "links": {
          "self": "https://api.kajabi.com/v1/contacts/123/relationships/tags"
        }
      },
      "customer": {
        "data": {
          "id": "321",
          "type": "customers"
        }
      }
    }
  },
  "included": [
    {
      "id": "456",
      "type": "offers",
      "attributes": {
        "name": "Offer 1",
        "description": "Offer 1 description",
        "internal_title": "Offer 1",
        "price_in_cents": 0,
        "payment_type": "free",
        "token": "offer_123",
        "payment_method": "none",
        "price_description": "Free",
        "checkout_url": "https://mywebsite.com/offers/456",
        "recurring_offer": false,
        "subscription": false,
        "one_time": true,
        "single": false,
        "free": true
      }
    },
    {
      "id": "789",
      "type": "contact_tags",
      "attributes": {
        "name": "Tag Name"
      }
    },
    {
      "id": "321",
      "type": "customers",
      "attributes": {
        "name": "John Smith",
        "email": "john@example.com",
        "avatar": null,
        "external_user_id": "cust_123",
        "public_bio": null,
        "public_location": null,
        "public_website": null,
        "socials": null,
        "net_revenue": "0.0",
        "sign_in_count": 0,
        "last_request_at": null,
        "bounced_at": null,
        "created_at": "2024-01-15T10:30:00Z",
        "updated_at": "2024-01-15T10:30:00Z"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[contacts]` parameter to get specific fields for a contact:
* `GET /v1/contacts/123?fields[contacts]=name,email`

Response will include only requested fields for the contact
```json
{
  "data": {
    "id": "123",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "john@example.com"
    }
  }
}
```
## Using Multiple Parameters Together
You can combine multiple parameters to include related resources and get specific fields for a contact:
* `GET /v1/contacts/123?include=customer&fields[contacts]=email&fields[customers]=net_revenue`

Response will include the related customer resource and only requested fields for the contact and customer
```json
{
  "data": {
    "id": "123",
    "type": "contacts",
    "attributes": {
      "email": "sam@example.com"
    },
    "relationships": {}
  },
  "included": [
    {
      "id": "321",
      "type": "customers",
      "attributes": {
        "net_revenue": "0.0"
      }
    }
  ]
}
```




# Create a contact
Source: https://help.kajabi.com/api-reference/contacts/create-a-contact

/openapi.yaml post /v1/contacts
Create a contact for a site.
## Contact attributes
* New contact does not support `external_user_id` attribute.
* See custom_fields endpoint to discover attributes for using custom fields attributes.

## Create a contact
Request body must include a `site` relationship.
Example request body:
```json
{
  "data": {
    "type": "contacts",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com"
    },
    "relationships": {
      "site": {
        "data": {
          "type": "sites",
          "id": "123"
        }
      }
    }
  }
}
```
Response will include the newly created contact resource.
```json
{
  "data": {
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "address_line_1": null,
      "address_line_2": null,
      "address_city": null,
      "address_country": null,
      "address_state": null,
      "address_zip": null,
      "phone_number": null,
      "business_number": null,
      "subscribed": false,
      "external_user_id": null,
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }
}
```




# Delete contact
Source: https://help.kajabi.com/api-reference/contacts/delete-contact

/openapi.yaml delete /v1/contacts/{id}



# Grant offer to contact
Source: https://help.kajabi.com/api-reference/contacts/grant-offer-to-contact

/openapi.yaml post /v1/contacts/{contact_id}/relationships/offers
## Grant offer(s) to a contact
Create an offer grant for a contact which results in creating a new customer record for your contact.

In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.

To skip sending a welcome email to the customer include a `meta` object in the request body.

```
{ "data": [{"type": "offers", "id": "123"}], "meta": {"send_customer_welcome_email": false}}
```

The `meta` attribute `send_customer_welcome_email` as `false` will prevent sending the welcome email.

(The default behavior is to send the welcome email.)

## Response
* A successful response body will list the offers related to the contact
* An error response will include a JSON body with error details.

## Behaviors and side effects
* Checks if the contact was already granted the offer
* Checks for existing customerby email
  * If no existing customer, generates a new customer record with contact details
* May send a welcome email to the customer
* May send a gift granted email if this is a gift offer
* Triggers automations if configured





# List contacts
Source: https://help.kajabi.com/api-reference/contacts/list-contacts

/openapi.yaml get /v1/contacts
List of contacts, we recommended filtering by site.

## Filtering
Use the `filter[site_id]` parameter to filter contacts by site:

### Get contacts for site with ID 123
* `GET /v1/contacts?filter[site_id]=123`

Response will include only contacts for the specified site
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "john@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Search Filter
Use the `filter[search]` parameter along with `filter[site_id]` to search contacts by name or email:

### Search for contacts containing "smith" in site with ID 123
* `GET /v1/contacts?filter[site_id]=123&filter[search]=smith`

Response will include only matching contacts for the specified site
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "smith.john@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Search
Use the `filter[search]` parameter along with `filter[site_id]` to search contacts.

### Search for contacts containing "smith" in site with ID 123
* `GET /v1/contacts?filter[site_id]=123&filter[search]=smith`

Response will include matching contacts
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "smith.john@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Using Pagination with Site Filter
Use the `filter[site_id]` parameter along with pagination parameters `page[number]` and `page[size]` to get paginated results for a specific site:

### Get page 2 of contacts from site with ID 123, with 10 items per page
* `GET /v1/contacts?filter[site_id]=123&page[number]=2&page[size]=10`

Response will include paginated contacts for the specified site along with pagination metadata
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "smith.john@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }],
  "links": {
    "self": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Using Sort with Site Filter
* The default Sorting is by created_at in descending order (newest first)

Sorting by created_at in ascending order (oldest first)
* `GET /v1/contacts?filter[site_id]=123&sort=created_at`

Use the `sort` parameter along with `filter[site_id]` to get sorted results for a specific site:
### Get contacts from site with ID 123, sorted by name in ascending order
* `GET /v1/contacts?filter[site_id]=123&sort=name`
### Get contacts from site with ID 123, sorted by email in descending order
* `GET /v1/contacts?filter[site_id]=123&sort=-email`

Response will include sorted contacts for the specified site
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Using Sparse Fields with Site Filter
Use the `fields[contacts]` parameter along with `filter[site_id]` to get specific fields for contacts in a site:
### Get only name and email fields for contacts from site with ID 123
* `GET /v1/contacts?filter[site_id]=123&fields[contacts]=name,email`

Response will include only requested fields for contacts in the specified site
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filtering by Site and Offer
Use the `filter[site_id]` parameter along with `filter[has_offer_id]` to get contacts who have been granted a specific offer

### Get contacts from site with ID 123 who have been granted offer with ID 789
* `GET /v1/contacts?filter[site_id]=123&filter[has_offer_id]=789`

Response will include only contacts from the specified site who have been granted the offer
```json
{
  "data": [{
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```

## Filtering by Site and Tag
Use the `filter[site_id]` parameter along with `filter[has_tag_id]` to get contacts who have a specific tag

### Get contacts from site with ID 123 who have tag with ID 456
* `GET /v1/contacts?filter[site_id]=123&filter[has_tag_id]=456`

Response will include only contacts from the specified site who have the tag
```json
{
  "data": [{
    "id": "789",
    "type": "contacts",
    "attributes": {
      "name": "Bob Jones",
      "email": "bob@example.com",
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine multiple parameters to filter, search, paginate and format the response:

### Get paginated contacts from site 123 with tag 456, searching for "smith", using indexed data and sparse fields
* `GET /v1/contacts?filter[site_id]=123&filter[has_tag_id]=456&filter[search]=smith&=true&page[number]=1&page[size]=10&fields[contacts]=name,email`

Response will include paginated contacts matching all filters with only requested fields
```json
{
  "data": [{
    "id": "789",
    "type": "contacts",
    "attributes": {
      "name": "John Smith",
      "email": "smith.john@example.com"
    }
  }],
  "links": {
    "self": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&filter[has_tag_id]=456&filter[search]=smith&=true&page[number]=1&page[size]=10&fields[contacts]=name,email",
    "first": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&filter[has_tag_id]=456&filter[search]=smith&=true&page[number]=1&page[size]=10&fields[contacts]=name,email",
    "prev": null,
    "next": null,
    "last": "https://api.kajabi.com/v1/contacts?filter[site_id]=123&filter[has_tag_id]=456&filter[search]=smith&=true&page[number]=1&page[size]=10&fields[contacts]=name,email"
  },
  "meta": {
    "total_pages": 1,
    "total_count": 1,
    "current_page": 1
  }
}
```




# List contact's offers
Source: https://help.kajabi.com/api-reference/contacts/list-contacts-offers

/openapi.yaml get /v1/contacts/{contact_id}/relationships/offers
Get the contact's relationship to offers (granted).

Response is a list of resource identifiers
```json
{
  "data": [
    { "type": "offers", "id": "123" },
    { "type": "offers", "id": "456" }
  ]
}
```
The related tag resources are available using the GET `api/v1/offers` endpoint.
The resource identifier includes the offer id and type.
Example URLs: `/api/v1/offers/123`, `/api/v1/offers/456`




# List contact's tags
Source: https://help.kajabi.com/api-reference/contacts/list-contacts-tags

/openapi.yaml get /v1/contacts/{contact_id}/relationships/tags
Get the contact's relationship to tags, response is a list of resource identifiers

Response is a list of resource identifiers
```json
{
  "data": [
    { "type": "contact_tags", "id": "123" },
    { "type": "contact_tags", "id": "456" }
  ]
}
```
The related tag resources are available using the GET `api/v1/contact_tags` endpoint.
The resource identifier includes the contact tag id and type.
Example URLs: `/api/v1/contact_tags/123`, `/api/v1/contact_tags/456`




# Remove tag from contact
Source: https://help.kajabi.com/api-reference/contacts/remove-tag-from-contact

/openapi.yaml delete /v1/contacts/{contact_id}/relationships/tags
Remove tag relationships to contact resource using a list of resource identifiers.

Request body includes a list of resource identifiers, `id: CONTACT_TAG_ID`, `type: "contact_tags"`.
```json
{ "data": [{ "type": "contact_tags", "id": "456" }] }
```
The response body will include the updated list of tag relationships.

Example response body:
```json
{ "data": [{ "type": "contact_tags", "id": "123" }] }
```




# Replace offers for contact
Source: https://help.kajabi.com/api-reference/contacts/replace-offers-for-contact

/openapi.yaml patch /v1/contacts/{contact_id}/relationships/offers
## Replace offer grant(s) for a contact
Replace offer grants (grants and revokes offers to/from contact) using a list of resource identifiers
In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.
```
{ "data": [{"type": "offers", "id": "456"}, {"type": "offers", "id": "789"}] }
```
## Response
* A successful response body will list the offers related to the contact
* An error response will include a JSON body with error details.




# Replace tags for contact
Source: https://help.kajabi.com/api-reference/contacts/replace-tags-for-contact

/openapi.yaml patch /v1/contacts/{contact_id}/relationships/tags
Replace tag relationships to contact resource using a list of resource identifiers.

Request body includes a list of resource identifiers, `id: CONTACT_TAG_ID`, `type: "contact_tags"`.
```json
{ "data": [{ "type": "contact_tags", "id": "123" }, { "type": "contact_tags", "id": "456" }] }
```

The response body will include the updated list of tag relationships.
```json
{ "data": [{ "type": "contact_tags", "id": "123" }, { "type": "contact_tags", "id": "456" }] }
```




# Revoke offer from contact
Source: https://help.kajabi.com/api-reference/contacts/revoke-offer-from-contact

/openapi.yaml delete /v1/contacts/{contact_id}/relationships/offers
## Revoke offer grant(s) for a contact
Revoke offer grant(s) using a list of resource identifiers
In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.
```
{ "data": [{"type": "offers", "id": "123"}] }
```
## Response
* A successful response body will list the offers related to the contact
* An error response will include a JSON body with error details.

## Behaviors and side effects
* Only affects active offers
* Handles both offer purchases and offer grants
* Deactivates all associated product memberships




# Update contact
Source: https://help.kajabi.com/api-reference/contacts/update-contact

/openapi.yaml patch /v1/contacts/{id}
## Contact attributes
* A contact with a related customer resource does support `external_user_id` attribute.
* See custom_fields endpoint to discover attributes for using custom fields attributes.
## Update a contact
Example request body:
```json
{
  "data": {
    "type": "contacts",
    "id": "456",
    "attributes": {
      "phone_number": "12134567890"
    }
  }
}
```
Response will include the update contact resource.
```json
{
  "data": {
    "id": "456",
    "type": "contacts",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "address_line_1": null,
      "address_line_2": null,
      "address_city": null,
      "address_country": null,
      "address_state": null,
      "address_zip": null,
      "phone_number": "12134567890",
      "business_number": null,
      "subscribed": false,
      "external_user_id": null,
      "created_at": "2024-01-15T10:30:00Z",
      "updated_at": "2024-01-15T10:30:00Z"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }
}
```




# Course details
Source: https://help.kajabi.com/api-reference/courses/course-details

/openapi.yaml get /v1/courses/{id}
Details of a course that can be offered to a contact or purchased

## Course Attributes
* `created_at` (string) - The date and time the course was created
* `title` (string) - The title of the course
* `description` (string) - The description of the course
* `thumbnail_url` (string) - The URL of the course thumbnail

## Including Relationships
Use the `include` query parameter to load related resources:
### Include modules, lessons and related media, and offers
* `GET /v1/courses/123?include=modules,lessons,lessons.media,offers`

Response will include the requested related resources
(Note: The responses listed within the "included" array will also include the relationships for each resource)
```json
{
  "data": {
    "id": "123",
    "type": "courses",
    "attributes": {
      "created_at": "2024-08-06T05:30:38.669Z",
      "title": "Advanced Marketing",
      "description": "Master level marketing course",
      "thumbnail_url": "https://example.com/thumbnail.jpg"
    },
    "relationships": {
      "modules": {
        "data": [{
          "id": "456",
          "type": "modules"
        }]
      },
      "lessons": {
        "data": [{
          "id": "789",
          "type": "lessons"
        }]
      },
      "offers": {
        "data": [{
          "id": "101",
          "type": "offers"
        }]
      }
    },
    "included": [{
      "id": "456",
      "type": "modules",
      "attributes": {
        "title": "Marketing Fundamentals",
        "description": "Introduction to marketing concepts",
        "position": 1,
        "poster_image_url": "https://example.com/poster.jpg",
        "publishing_option": "published"
      }
    },
    {
      "id": "789",
      "type": "lessons",
      "attributes": {
        "title": "Marketing Basics",
        "position": 1,
        "status": "published",
        "publishing_option": "published"
      }
    },
    {
      "id": "202",
      "type": "media",
      "attributes": {
        "duration_in_minutes": 1,
      }
    },
    {
      "id": "101",
      "type": "offers",
      "attributes": {
        "price": 100.0,
        "currency": "USD",
        "status": "active"
      }
    }]
  }
}
```
## Module attributes
Modules are part of Kajabi's course structure: courses contain modules and modules contain lessons

* `title` (string) - A required field that represents the name or heading of the module. This is used to:
  * Identify and display the module in the course outline
  * Organize related lessons/content
  * Provide navigation structure in the course
  * The title must be unique within a course.
* `description` (string) - An optional text field that provides additional information about the module's content. This can be used to:
  * Give students an overview of what they'll learn
  * Explain the module's objectives
  * Provide context for the contained lessons
  * Help students understand the module's purpose in the course structure
* `position` (integer) - A numeric field that determines the order of modules within a course. This:
  * Used for sorting
  * Allows modules to be reordered
  * Maintains the course's logical progression
  * Is used for navigation between modules
  * Starts at position 1 for the first module
* `poster_image_url` (string) - A URL to an image that represents the module visually. This:
  * Can be uploaded through the Kajabi admin interface
  * Is used as a thumbnail/preview image
  * Helps with visual organization of the course
* `publishing_option` (string) - Controls the visibility and availability of the module. Options include:
  * `published` - Module is visible and available to students
  * `draft` - Module is hidden and not yet available
  * Can be used with drip settings for timed release
  * Affects the visibility of contained lessons
  * Syncs with the course's overall publishing status

## Lesson attributes
Lessons can include various types of content: text content (body), videos, audio, quizzes, assessments, and downloads.

* `title` (string) - A required field that represents the name or heading of the lesson. This:
  * Must be present
  * Has a maximum length of 200 characters
  * Is used for display and navigation
  * Can be searched (using pg_search)
  * Is used in course outlines and navigation
* `position` (integer) - A numeric field that determines the order of lessons within a module (category). This:
  * Usedfor sorting (ranks :sort, column: :position)
  * Is scoped within each module
  * Allows lessons to be reordered
  * Maintains the logical flow of content
  * Is used for navigation between lessons
* `status` (string) - An field that tracks the lesson's processing state:
  * `ready` - Default state, lesson is ready for use
  * `duplicating` - Lesson is being copied
  * `failed` - An error occurred during processing
  * This is particularly relevant for lessons with media content or during duplication.
* `publishing_option` (string) - Controls the visibility and availability of the lesson. Options include:
  * `draft` - Lesson is hidden and not yet available to students
  * `published` - Lesson is visible and available (sets publish_at to current time)
  * `drip` - Lesson becomes available after a specified number of days
  * `locked` - Lesson is locked until certain conditions are met (e.g., completing previous lessons)

## Media attributes
* `duration_in_minutes` (float) - The length of a media file (typically video or audio) in minutes.

## Sparse Fields
Use the `fields` parameter to request only specific attributes:
### Only return title and thumbnail_url attributes
* `GET /v1/courses/123?fields[courses]=title,thumbnail_url`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "thumbnail_url": "https://example.com/thumbnail.jpg"
    }
  }
}
```

## Using Multiple Parameters Together
You can combine sparse fields and include in a single request:
### Get course details with modules and lessons, showing only specific fields
* `GET /v1/courses/123?include=modules,lessons,lessons.media&fields[courses]=title,thumbnail_url&fields[modules]=title&fields[lessons]=title&fields[media]=duration_in_minutes`

Response will include related resources with requested fields
```json
{
  "data": {
    "id": "123",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "thumbnail_url": "https://example.com/thumbnail.jpg"
    },
    "relationships": {}
  },
  "included": [{
    "id": "456",
    "type": "modules",
    "attributes": {
      "title": "Marketing Basics"
    }
  },
  {
    "id": "789",
    "type": "lessons",
    "attributes": {
      "title": "Marketing Strategies"
    }
  },
  {
    "id": "101",
    "type": "media",
    "attributes": {
      "duration_in_minutes": 30
    }
  }]
}
```




# List courses
Source: https://help.kajabi.com/api-reference/courses/list-courses

/openapi.yaml get /v1/courses
List of courses that can be offered to a contact or purchased
## Pagination
Use the `page[number]` and `page[size]` query parameters to paginate results:
### Get first page of 10 items
* `GET /v1/courses?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/courses?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/courses?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/courses?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/courses?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/courses?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/courses?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/courses?sort=title`
### Sort by title in descending order
* `GET /v1/courses?sort=-title`

Response will include courses sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "courses",
      "attributes": {
        "title": "Advanced Marketing",
        "description": "Master level marketing course",
        "status": "active"
      }
    },
    {
      "id": "456",
      "type": "courses",
      "attributes": {
        "title": "Marketing Basics",
        "description": "Introduction to marketing",
        "status": "active"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields` parameter to request only specific attributes:
### Only return title and thumbnail_url attributes
* `GET /v1/courses?fields[courses]=title,thumbnail_url`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "thumbnail_url": "https://example.com/thumbnail.jpg"
    }
  }]
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get courses for a specific site:
### Get courses for site with ID 123
* `GET /v1/courses?filter[site_id]=123`

Response will only include courses for that site
```json
{
  "data": [{
    "id": "456",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "description": "Introduction to marketing concepts",
      "status": "active"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find courses where the title contains specific text:
### Get courses with titles containing "marketing"
* `GET /v1/courses?filter[title_cont]=marketing`

Response will include courses with matching titles
```json
{
  "data": [{
    "id": "456",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "description": "Introduction to marketing concepts",
      "status": "active"
    }
  }]
}
```
## Filter by Description Contains
Use the `filter[description_cont]` parameter to find courses where the description contains specific text:
### Get courses with descriptions containing "marketing"
* `GET /v1/courses?filter[description_cont]=marketing`

Response will include courses with matching descriptions
```json
{
  "data": [{
    "id": "456",
    "type": "courses",
    "attributes": {
      "title": "Marketing Fundamentals",
      "description": "Introduction to marketing concepts and strategies",
      "status": "active"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sparse fields, filtering and sorting in a single request:
### Get first page of 10 courses for site 123, sorted by title, showing only specific fields
* `GET /v1/courses?page[number]=1&page[size]=10&filter[site_id]=123&sort=title&fields[courses]=title,thumbnail_url`

Response will include pagination, sorted filtered results with requested fields
```json
{
  "data": [{
    "id": "456",
    "type": "courses",
    "attributes": {
      "title": "Advanced Marketing",
      "thumbnail_url": "https://example.com/thumbnail1.jpg"
    }
  },
  {
    "id": "789",
    "type": "courses",
    "attributes": {
      "title": "Marketing Basics",
      "thumbnail_url": "https://example.com/thumbnail2.jpg"
    }
  }],
  "links": {
    "self": "https://api.kajabi.com/v1/courses?page[number]=1&page[size]=10&filter[site_id]=123&sort=title&fields[courses]=title,thumbnail_url",
    "first": "https://api.kajabi.com/v1/courses?page[number]=1&page[size]=10&filter[site_id]=123&sort=title&fields[courses]=title,thumbnail_url",
    "next": "https://api.kajabi.com/v1/courses?page[number]=2&page[size]=10&filter[site_id]=123&sort=title&fields[courses]=title,thumbnail_url",
    "last": "https://api.kajabi.com/v1/courses?page[number]=3&page[size]=10&filter[site_id]=123&sort=title&fields[courses]=title,thumbnail_url"
  },
  "meta": {
    "total_pages": 3,
    "total_count": 25,
    "current_page": 1
  }
}
```




# Custom field details
Source: https://help.kajabi.com/api-reference/custom-fields/custom-field-details

/openapi.yaml get /v1/custom_fields/{id}
## Custom Field attributes
* `handle` (string) - The key for a `contact` resource, e.g. `custom_1`, `custom_2`, `custom_3`
* `title` (string) - The title of the custom field
* `type` (string) - The type of the custom field
* `required` (boolean) - Whether the custom field is required
* `archived` (boolean) - Whether the custom field is archived
## Sparse Fields
Use the `fields[custom_fields]` parameter to include only specific attributes:
### Include only handle and title fields
* `GET /v1/custom_fields/123?fields[custom_fields]=handle,title`

Response will include only the specified fields
```json
{
  "data": {
    "id": "123",
    "type": "custom_fields",
    "attributes": {
      "handle": "custom_1",
      "title": "Favorite Song"
    }
  }
}
```




# List custom fields
Source: https://help.kajabi.com/api-reference/custom-fields/list-custom-fields

/openapi.yaml get /v1/custom_fields
## Custom Field attributes
The 'handle' attribute may be used as a key for a contact resource, e.g. custom_1, custom_2, custom_3
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/custom_fields?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/custom_fields?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://app.kajabi.com/api/v1/custom_fields?page[number]=2&page[size]=10",
    "first": "https://app.kajabi.com/api/v1/custom_fields?page[number]=1&page[size]=10",
    "prev": "https://app.kajabi.com/api/v1/custom_fields?page[number]=1&page[size]=10",
    "next": "https://app.kajabi.com/api/v1/custom_fields?page[number]=3&page[size]=10",
    "last": "https://app.kajabi.com/api/v1/custom_fields?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get custom fields for a specific site:
### Get custom fields for site with ID 123
* `GET /v1/custom_fields?filter[site_id]=123`

Response will only include custom fields for that site
```json
{
  "data": [
    {
      "id": "123",
      "type": "custom_fields",
      "attributes": {
        "handle": "custom_1",
        "title": "Favorite Song",
        "type": "TextField",
        "required": false
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ]
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/custom_fields?sort=title`
### Sort by title in descending order
* `GET /v1/custom_fields?sort=-title`
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find custom fields where the title contains specific text:
### Get custom fields with titles containing "favorite"
* `GET /v1/custom_fields?filter[title_cont]=favorite`

Response will include custom fields with matching titles
```json
{
  "data": [{
    "id": "123",
    "type": "custom_fields",
    "attributes": {
      "handle": "custom_1",
      "title": "Favorite Song",
      "type": "TextField",
      "required": false
    }
  },
  {
    "id": "456",
    "type": "custom_fields",
    "attributes": {
      "handle": "custom_2",
      "title": "Favorite Movie",
      "type": "TextField",
      "required": false
    }
  }]
}
```
## Filter by Required Field
Use the `filter[required_eq]` parameter to find custom fields based on their required status:
### Get custom fields that are required
* `GET /v1/custom_fields?filter[required_eq]=true`

Response will include custom fields that are required
```json
{
  "data": [{
    "id": "123",
    "type": "custom_fields",
    "attributes": {
      "handle": "custom_1",
      "title": "Phone Number",
      "type": "TextField",
      "required": true
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sorting, sparse fields and filtering in a single request:
### Get page 2 of custom fields for site 123, sorted by title descending, including only handle and title fields
* `GET /v1/custom_fields?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[custom_fields]=handle,title`

Response will include paginated and filtered custom fields with sparse fields
```json
{
  "data": [
    {
      "id": "456",
      "type": "custom_fields",
      "attributes": {
        "handle": "custom_2",
        "title": "Favorite Movie"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ],
  "links": {
    "self": "https://app.kajabi.com/api/v1/custom_fields?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[custom_fields]=handle,title",
    "first": "https://app.kajabi.com/api/v1/custom_fields?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[custom_fields]=handle,title",
    "prev": "https://app.kajabi.com/api/v1/custom_fields?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[custom_fields]=handle,title",
    "next": null,
    "last": "https://app.kajabi.com/api/v1/custom_fields?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[custom_fields]=handle,title"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```




# Customer details
Source: https://help.kajabi.com/api-reference/customers/customer-details

/openapi.yaml get /v1/customers/{id}
Show customer details
* The `name` and `email` attributes are kept in sync with the related `contact` resource
* The `external_user_id` attribute may be used as a customer reference in an external system

## Customer Attributes
* `name` (string) - The customer's full name. This is a required field and can be either user-provided or auto-generated from their email address if left blank.
* `email` (string) - The customer's email address. This is a required field and must be unique within a site. It's automatically downcased and stripped of whitespace. Used for authentication and communication.
* `avatar` (string) - A URL to the customer's profile image. Can be either a custom uploaded avatar or falls back to Gravatar. If not set, defaults to a blank image.
* `external_user_id` (string) - An optional external identifier that can be used to link the customer to external systems. Must be unique within a site.
* `public_bio` (string) - A text field containing the customer's public biography or description. This is optional and can be displayed in community/social features.
* `public_location` (string) - A text field for the customer's public location information. Optional field used for community/social features.
* `public_website` (string) - The customer's website URL. This is validated to ensure it's a proper URL format and is transformed to ensure proper formatting.
* `socials` (object) - A collection of the customer's social media links and profiles.
* `net_revenue` (string) - The total revenue generated by this customer through their purchases. This is calculated from their successful payment transactions.
* `sign_in_count` (integer) - A counter tracking how many times the customer has signed into their account.
* `last_request_at` (string) - Timestamp of the customer's most recent activity or request. Used to track user engagement and activity.
* `bounced_at` (string) - Timestamp indicating when the customer's email started bouncing. This is reset if the email address is changed.
* `created_at` (string) - Timestamp when the customer record was created.
* `updated_at` (string) - Timestamp when the customer record was last updated.

## Include Related Resources
Use the `include` parameter to include related resources:
### Include offers and products
* `GET /v1/customers/123?include=contact,offers,products`

Response will include related resources
```json
{
  "data": {
    "id": "123",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "avatar": null,
      "external_user_id": "cust_123",
      "public_bio": null,
      "public_location": null,
      "public_website": null,
      "socials": null,
      "net_revenue": "0.0",
      "sign_in_count": 0,
      "last_request_at": null,
      "bounced_at": null,
      "created_at": "2021-01-01T00:00:00Z",
      "updated_at": "2021-01-01T00:00:00Z"
    },
    "links": {
      "contact": "https://app.kajabi.com/api/v1/contacts/321"
    },
    "relationships": {
      "contact": {
        "data": {
          "id": "321",
          "type": "contacts"
        }
      },
      "offers": {
        "data": [{ "id": "456", "type": "offers" }],
        "links": {
          "self": "https://app.kajabi.com/api/v1/customers/123/relationships/offers"
        }
      },
      "products": {
        "data": [{ "id": "789", "type": "products" }]
      }
    }
  },
  "included": [
    {
      "id": "456",
      "type": "offers",
      "attributes": {
        "name": "Offer 1",
        "description": "Offer 1 description",
        "internal_title": "Offer 1",
        "price_in_cents": 0,
        "payment_type": "free",
        "token": "offer_123",
        "payment_method": "none",
        "price_description": "Free",
        "checkout_url": "https://mywebsite.com/offers/456",
        "recurring_offer": false,
        "subscription": false,
        "one_time": true,
        "single": false,
        "free": true
      }
    },
    {
      "id": "789",
      "type": "products",
      "attributes": {
        "created_at": "2024-11-12T23:43:09.551Z",
        "title": "Course 1",
        "description": "Course 1 description",
        "status": "ready",
        "members_aggregate_count": 0,
        "product_type_name": "Course",
        "product_type_id": 789,
        "publish_status": "published",
        "thumbnail_url": null
      }
    },
    {
      "id": "321",
      "type": "contacts",
      "attributes": {
        "name": "Alice Smith",
        "email": "alice@example.com",
        "address_line_1": null,
        "address_line_2": null,
        "address_city": null,
        "address_country": null,
        "address_state": null,
        "address_zip": null,
        "phone_number": null,
        "business_number": null,
        "subscribed": false,
        "external_user_id": null,
        "created_at": "2024-11-20T18:53:19.389Z",
        "updated_at": "2024-11-20T18:53:19.389Z"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[customers]` parameter to request only specific attributes:
### Only return name and email attributes
* `GET /v1/customers/123?fields[customers]=name,email`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com"
    }
  }
}
```
## Using Multiple Parameters Together
You can combine filtering, sparse fields, pagination and search in a single request:
* `GET /v1/customers/123?include=products&fields[customers]=name&fields[product]=title`

Response will include related resources with sparse fields
```json
{
  "data": {
    "id": "123",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith"
    },
    "relationships": {}
  },
  "included": [
    {
      "id": "789",
      "type": "products",
      "attributes": {
        "title": "Course 1"
      }
    }
  ]
}
```




# Grant offer to customer
Source: https://help.kajabi.com/api-reference/customers/grant-offer-to-customer

/openapi.yaml post /v1/customers/{customer_id}/relationships/offers
## Grant offer(s) to a customer
Create an offer grant for a customer.

In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.

```
{ "data": [{"type": "offers", "id": "123"}] }
```

## Response
* A successful response body will list the offers related to the customer
* An error response will include a JSON body with error details.

## Behaviors and side effects
* Checks if the customerwas already granted the offer
* May send a gift granted email if this is a gift offer
* Triggers automations if configured




# List customers
Source: https://help.kajabi.com/api-reference/customers/list-customers

/openapi.yaml get /v1/customers
List of customers
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/customers?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/customers?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://app.kajabi.com/api/v1/customers?page[number]=2&page[size]=10",
    "first": "https://app.kajabi.com/api/v1/customers?page[number]=1&page[size]=10",
    "prev": "https://app.kajabi.com/api/v1/customers?page[number]=1&page[size]=10",
    "next": "https://app.kajabi.com/api/v1/customers?page[number]=3&page[size]=10",
    "last": "https://app.kajabi.com/api/v1/customers?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
* The default Sorting is by created_at in descending order (newest first)

Sorting by created_at in ascending order (oldest first)
* `GET /v1/customers?filter[site_id]=123&sort=created_at`

Use the `sort` parameter to sort the results:
### Sort by name in ascending order
* `GET /v1/customers?filter[site_id]=123&sort=name`
### Sort by email in descending order
* `GET /v1/customers?filter[site_id]=123&sort=-email`
### Sort by net_revenue in ascending order
* `GET /v1/customers?filter[site_id]=123&sort=net_revenue`
### Sort by last_request_at in descending order
* `GET /v1/customers?filter[site_id]=123&sort=-last_request_at`

Response will include customers sorted by the specified field
```json
{
  "data": [{
    "id": "123",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "external_user_id": "cust_123"
    }
  }]
}
```
## Sparse Fields
Use the `fields[customers]` parameter to request only specific attributes:
### Only return name and email attributes
* `GET /v1/customers?fields[customers]=name,email`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com"
    }
  }]
}
```
## Filtering
Use the `filter[site_id]` parameter to filter customers by site:
### Get customers for site with ID 123
* `GET /v1/customers?filter[site_id]=123`

Response will include only customers from the specified site
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "external_user_id": "cust_123"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Using Indexed Data Search
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "John Smith",
      "email": "smith.john@example.com"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```

## Using Multiple Filters
You can combine multiple filter parameters to refine your search:
### Get customers from site 123 matching search term
* `GET /v1/customers?filter[site_id]=123&filter[search]=smith`

Response will include only customers from the specified site matching the search term
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "external_user_id": "cust_123"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filtering by Site and Offer
You can filter customers by both site and offer ownership:
### Get customers from site 123 who have been granted offer 789
* `GET /v1/customers?filter[site_id]=123&filter[has_offer_id]=789`

Response will include only customers from the specified site who have been granted the offer
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "external_user_id": "cust_123"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      },
      "offers": {
        "links": {
          "self": "https://app.kajabi.com/api/v1/customers/456/relationships/offers",
          "related": "https://app.kajabi.com/api/v1/customers/456/offers"
        }
      }
    }
  }]
}
```
## Filtering by Site and Product
You can filter customers by both site and product ownership:
### Get customers from site 123 who have purchased product 789
* `GET /v1/customers?filter[site_id]=123&filter[has_product_id]=789`

Response will include only customers from the specified site who have purchased the product
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "Alice Smith",
      "email": "alice@example.com",
      "external_user_id": "cust_123"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      },
      "offers": {
        "links": {
          "self": "https://app.kajabi.com/api/v1/customers/456/relationships/offers",
          "related": "https://app.kajabi.com/api/v1/customers/456/offers"
        }
      }
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine filtering, sparse fields, pagination and search in a single request:
### Get page 2 of customers from site 123, including only name and email fields, searching for "smith"
* `GET /v1/customers?filter[site_id]=123&fields[customers]=name,email&page[number]=2&page[size]=10&filter[search]=smith`

Response will include paginated, filtered customers with sparse fields
```json
{
  "data": [{
    "id": "456",
    "type": "customers",
    "attributes": {
      "name": "John Smith",
      "email": "john.smith@example.com"
    }
  }],
  "links": {
    "self": "https://app.kajabi.com/api/v1/customers?filter[site_id]=123&fields[customers]=name,email&page[number]=2&page[size]=10&filter[search]=smith",
    "first": "https://app.kajabi.com/api/v1/customers?filter[site_id]=123&fields[customers]=name,email&page[number]=1&page[size]=10&filter[search]=smith",
    "prev": "https://app.kajabi.com/api/v1/customers?filter[site_id]=123&fields[customers]=name,email&page[number]=1&page[size]=10&filter[search]=smith",
    "next": null,
    "last": "https://app.kajabi.com/api/v1/customers?filter[site_id]=123&fields[customers]=name,email&page[number]=2&page[size]=10&filter[search]=smith"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```




# List customer's offers
Source: https://help.kajabi.com/api-reference/customers/list-customers-offers

/openapi.yaml get /v1/customers/{customer_id}/relationships/offers
Get the customer's relationship to offers (granted).

Response is a list of resource identifiers
```json
{
  "data": [
    { "type": "offers", "id": "123" },
    { "type": "offers", "id": "456" }
  ]
}
```
The related tag resources are available using the GET `api/v1/offers` endpoint.
The resource identifier includes the offer id and type.
Example URLs: `/api/v1/offers/123`, `/api/v1/offers/456`




# Replace offers for customer
Source: https://help.kajabi.com/api-reference/customers/replace-offers-for-customer

/openapi.yaml patch /v1/customers/{customer_id}/relationships/offers
## Replace offer grant(s) for a customer
Replace offer grants (grants and revokes offers to/from customer) using a list of resource identifiers
In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.
```
{ "data": [{"type": "offers", "id": "456"}, {"type": "offers", "id": "789"}] }
```
## Response
* A successful response body will list the offers related to the customer
* An error response will include a JSON body with error details.




# Revoke offer from customer
Source: https://help.kajabi.com/api-reference/customers/revoke-offer-from-customer

/openapi.yaml delete /v1/customers/{customer_id}/relationships/offers
## Revoke offer grant(s) for a customer
Revoke offer grant(s) using a list of resource identifiers
In the request body inlcude offer resource identifier(s), `id: OFFER_ID`, `type: "offers"`.
```
{ "data": [{"type": "offers", "id": "123"}] }
```
## Response
* A successful response body will list the offers related to the customer
* An error response will include a JSON body with error details.

## Behaviors and side effects
* Only affects active offers
* Handles both offer purchases and offer grants
* Deactivates all associated product memberships




# Form details
Source: https://help.kajabi.com/api-reference/forms/form-details

/openapi.yaml get /v1/forms/{id}
Shows details of a form

Forms belong to a site and can be associated with:
* Landing pages
* Offers
* Email sequences
* Events
* Newsletters

## Form Attributes
* `title` (string) - A required field that represents the name or heading of the form. This is used to identify and display the form in the user interface. Forms must have a unique title within a site and can be searched and sorted by this attribute.
* `default` (boolean) - A boolean flag indicating whether this is the default form for the site. Each site can have one default form, which is typically used when no specific form is specified. The default form can be accessed using the special ID "default" in API calls. When true, this form is considered the site's primary contact form.
* `webhook_url` (string) - An optional URL where form submission data will be sent via webhook. This allows integration with external systems. The URL:
  * Must be a valid URL format
  * Cannot be a redirecting URL
  * Is automatically transformed and validated
  * Can be used to send form submission data to external services
* `created_at` (string) - Timestamp indicating when the form was created. This is automatically set when the form is first created.
* `updated_at` (string) - Timestamp indicating when the form was last modified. This is automatically updated whenever the form is changed.

## Include Related Resources
Use the `include` parameter to load related resources:
### Include fields, offer, contact_tags
* `GET /v1/forms/123?include=fields,offer,contact_tags`

Response will include the requested related resources
```json
{
  "data": {
    "id": "123",
    "type": "forms",
    "attributes": {
      "title": "Contact Form",
      "default": false,
      "webhook_url": null,
      "created_at": "2025-02-27T01:03:09.179Z",
      "updated_at": "2025-02-27T01:03:25.365Z"
    },
    "relationships": {
      "fields": {
        "data": [
          { "id": "456", "type": "fields" },
          { "id": "789", "type": "fields" }
        ]
      },
      "offer": {
        "data": { "id": "123", "type": "offers" }
      },
      "contact_tags": {
        "data": [
          { "id": "456", "type": "contact_tags" },
          { "id": "789", "type": "contact_tags" }
        ]
      }
    }
  },
  "included": [
    {
      "id": "456",
      "type": "fields", "attributes": { "name": "Name" }
    },
    {
      "id": "789",
      "type": "fields", "attributes": { "name": "Email" }
    },
    {
      "id": "123",
      "type": "offers", "attributes": { "name": "Offer A" }
    },
    {
      "id": "456",
      "type": "contact_tags", "attributes": { "name": "Tag A" }
    },
    {
      "id": "789",
      "type": "contact_tags", "attributes": { "name": "Tag B" }
    }
  ]
}
```
### Field Attributes
Fields are used in:
* Contact forms
* Offer forms
* Custom field sets
* Form submissions

The system maintains default fields like `name`, `email`, etc. that cannot be removed

* `title` (string) - The display name or label of the field. This is a required attribute that represents how the field will be shown to users in forms and interfaces. Aside from default fields, custom fields can have user-defined titles.
* `type` (string) - The type of field, which must be one of these predefined types:
  * `TextField` - Standard text input
  * `PhoneField` - Phone number input
  * `EmailField` - Email address input
  * `TextAreaField` - Multi-line text input
  * `CheckboxField` - Boolean checkbox
  * `SelectBoxField` - Dropdown select
  * `RadioButtonsField` - Radio button group
  * `CountryField` - Country selector
  * `MobilePhoneField` - Mobile phone input
* `required` (boolean) - A boolean indicating whether the field must be filled out. For default fields, this is set in the configuration, while custom fields can be marked as required or optional.
* `handle` (string) - A unique identifier for the field within a site.
  * A custom handle in the format custom_N where N is a number from 1 to 150
  * The handle is used to reference the field in code and templates.
* `select_options` (string) - For fields that have choices (`SelectBoxField`, `RadioButtonsField`), this contains the available options. The options are stored as newline-separated values and must be unique within the field.
* `editable` (boolean) - A boolean indicating whether the field can be modified. Default fields typically have this set to false, while custom fields can be editable.
* `created_at` (string) - Timestamp when the field was created.
* `updated_at` (string) - Timestamp when the field was last updated.

## Sparse Fields
Use the `fields[forms]` parameter to request only specific attributes:
### Only return title and webhook_url attributes
* `GET /v1/forms/123?fields[forms]=title,webhook_url`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "forms",
    "attributes": {
      "title": "Contact Form A",
      "webhook_url": "https://example.com/webhook"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine include and sparse fields in a single request:
### Include fields (only name attribute) and only return title and webhook_url attributes
* `GET /v1/forms/123?include=fields&fields[forms]=title,webhook_url&&fields[fields]=title`

Response will include related fields with sparse fields
```json
{
  "data": {
    "id": "123",
    "type": "forms",
    "attributes": {
      "title": "Contact Form A",
      "webhook_url": "https://example.com/webhook"
    },
    "relationships": {}
  },
  "included": [
    {
      "id": "456",
      "type": "fields",
      "attributes": {
        "title": "Name"
      }
    },
    {
      "id": "789",
      "type": "fields",
      "attributes": {
        "title": "Email"
      }
    }
  ]
}
```




# Form submission details
Source: https://help.kajabi.com/api-reference/forms/form-submission-details

/openapi.yaml get /v1/form_submissions/{id}
Shows details of a form submission

## Form Submission Attributes
* `name` (string) - The name of the person who submitted the form
* `email` (string) - The email address of the person who submitted the form
* `address_line_1` (string) - First line of address if provided
* `address_line_2` (string) - Second line of address if provided
* `address_city` (string) - City if provided
* `address_country` (string) - Country if provided
* `address_state` (string) - State if provided
* `address_zip` (string) - ZIP/postal code if provided
* `phone_number` (string) - Phone number if provided
* `business_number` (string) - Business number if provided
* `mobile_phone_number` (string) - Mobile phone number if provided

## Custom Fields
Form submissions may also include custom field values that were collected through the form.

## Relationships
Form submissions belong to:
* A site
* A form

## Include Related Resources
Use the `include` parameter to load related resources:
### Include site and form
* `GET /v1/form_submissions/123?include=site,form`




# List form submissions
Source: https://help.kajabi.com/api-reference/forms/list-form-submissions

/openapi.yaml get /v1/form_submissions
Form submissions for authorized sites

## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/form_submissions?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/form_submissions?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/form_submissions?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/form_submissions?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/form_submissions?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/form_submissions?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/form_submissions?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```

## Filtering
Use filter parameters to narrow down results:
### Filter by site ID
* `GET /v1/form_submissions?filter[site_id]=123`
### Filter by form ID
* `GET /v1/form_submissions?filter[form_id]=456`

## Sorting
Use the `sort` parameter to sort results:
### Sort by creation date (oldest first)
* `GET /v1/form_submissions?sort=created_at`
### Sort by name (alphabetical)
* `GET /v1/form_submissions?sort=name`




# List forms
Source: https://help.kajabi.com/api-reference/forms/list-forms

/openapi.yaml get /v1/forms
Contact forms for a site
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/forms?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/forms?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/forms?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/forms?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/forms?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/forms?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/forms?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/forms?sort=title`
### Sort by title in descending order
* `GET /v1/forms?sort=-title`

Response will include forms sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "forms",
      "attributes": {
        "title": "Contact Form A",
        "description": "General contact form"
      }
    },
    {
      "id": "456",
      "type": "forms",
      "attributes": {
        "title": "Contact Form B",
        "description": "Newsletter signup form"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[forms]` parameter to request only specific attributes:
### Only return title and description attributes
* `GET /v1/forms?fields[forms]=title,description`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "forms",
    "attributes": {
      "title": "Contact Form A",
      "description": "General contact form"
    }
  }]
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get forms for a specific site:
### Get forms for site with ID 123
* `GET /v1/forms?filter[site_id]=123`

Response will only include forms for that site
```json
{
  "data": [{
    "id": "456",
    "type": "forms",
    "attributes": {
      "title": "Contact Form A",
      "description": "General contact form"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find forms where the title contains specific text:
### Get forms with titles containing "course"
* `GET /v1/forms?filter[title_cont]=course`

Response will include forms with matching titles
```json
{
  "data": [{
    "id": "456",
    "type": "forms",
    "attributes": {
      "title": "Course Registration Form",
      "description": "Sign up form for online courses"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sorting, sparse fields and filtering in a single request:
### Get page 2 of forms for site 123, sorted by title descending, including only title and description fields
* `GET /v1/forms?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[forms]=title,description`

Response will include paginated and filtered forms with sparse fields
```json
{
  "data": [
    {
      "id": "456",
      "type": "forms",
      "attributes": {
        "title": "Newsletter Form",
        "description": "Newsletter signup form"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ],
  "links": {
    "self": "https://api.kajabi.com/v1/forms?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[forms]=title,description",
    "first": "https://api.kajabi.com/v1/forms?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[forms]=title,description",
    "prev": "https://api.kajabi.com/v1/forms?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[forms]=title,description",
    "next": null,
    "last": "https://api.kajabi.com/v1/forms?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[forms]=title,description"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```




# Submit form
Source: https://help.kajabi.com/api-reference/forms/submit-form

/openapi.yaml post /v1/forms/{id}/submit
## Submit a form
* The `name` and `email` attributes are required.
* The `email` attribute must be a valid and deliverable email address.

Example request body:
```json
{
  "data": {
    "type": "form_submissions",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com"
    }
  }
}
```

Response will include the newly created form submission resource.
```json
{
  "data": {
    "id": "313",
    "type": "form_submissions",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "address_line_1": null,
      "address_line_2": null,
      "address_city": null,
      "address_country": null,
      "address_state": null,
      "address_zip": null,
      "phone_number": null,
      "business_number": null,
      "mobile_phone_number": null
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "form": {
        "data": {
          "id": "15",
          "type": "forms"
        }
      }
    }
  }
}
```
## Behaviors and side effects
* Checks for disposable emails
* Validates email deliverability
* Sends double opt-in email if needed
* Subscribes contact (with opt-in handling)
* Subscribes to SMS if applicable
* Adds tags to contact
* Grants offers if configured
* Subscribes to email sequences
* Delivers webhooks
* Triggers automations




# Introduction
Source: https://help.kajabi.com/api-reference/introduction



Server URL `https://api.kajabi.com`

* Endpoint paths are prefixed with `/v1`
* Version endpoint `GET https://api.kajabi.com/v1/version`
* Try the demo [Postman collection](https://www.postman.com/kajabi-apis/workspace/kajabi-public-api-v1)

Download OpenAPI specification

* Right click the openapi.yaml link below to "Save Link As..."

<CardGroup>
  <Card title="openapi.yaml" icon="download" href="/openapi.yaml" />
</CardGroup>

Get Help:

<CardGroup>
  <Card title="Support" icon="mail" href="mailto:support@kajabi.com">
    [support@kajabi.com](mailto:support@kajabi.com)
  </Card>
</CardGroup>

Video Walkthroughs

* [Capabilities](https://drive.google.com/file/d/1Puc9B2sSdA-RQb7YMxmUXg4FVoEXytoc/view?usp=sharing)
* [Getting Started](https://drive.google.com/file/d/1hbGRShkxven_QMWvgYrerHKURbcZrnvJ/view?usp=sharing)
* [Error Examples](https://drive.google.com/file/d/1i0wQK71I1jpaZVsxYwsn62gVj40S_E7Y/view?usp=sharing)
* [External Contact Form](https://drive.google.com/file/d/1HqpULXvan5TOK3LvM7nILCuCkCaX0kFT/view?usp=sharing)


# Get payout details
Source: https://help.kajabi.com/api-reference/kajabi-payments-payouts/get-payout-details

/openapi.yaml get /v1/kajabi_payments_payouts/{id}
Get detailed information about a specific Kajabi Payments payout, including all associated transactions.

**Note**: Date fields are returned in UTC:
* `initiated_date` - Payout creation timestamp in UTC
* `estimated_arrival_date` - Expected arrival timestamp in UTC
* `transactions[].created_at` - Transaction timestamp in UTC

## Transaction Fields
Each transaction in the `transactions` array includes:
* **Transaction Type** - Whether or not this transaction was a sale, refund, or adjustment
* **Pricing Type** - When this is a sale this is the offer's pricing type, i.e. one-time, subscription, or payment plan
* **Sales Tax** - The sales tax collected for this transaction
* **Amount** - The transaction amount
* **Currency** - Three-letter currency code (USD, EUR, GBP, etc.)
* **Fee** - The transaction processing fee
* **Net** - The transaction net amount (amount - fee)
* **Customer ID** - Customer ID associated with the transaction
* **Customer Name** - Customer's full name
* **Customer Email** - Customer's email address
* **Offer ID** - When a sale or refund, the ID(s) of the purchased offer
* **Offer Title** - When a sale or refund, the title(s) of the purchased offer
* **Provider** - The payment processor (Kajabi Payments, Stripe, PayPal, etc.)
* **Payment Method** - For a sale or refund, the payment method that was used (Credit Card, etc.)
* **Created At** - When the transaction occurred (in UTC)
* **Coupon Used** - For a sale or refund, the coupon code if one was applied
* **Presented Amount** - The transaction original transaction amount (before currency conversion)
* **Presented Currency** - The transaction original currency code
* **Exchange Rate** - The currency exchange rate applied
* **Quantity** - The quantity of the offer that was purchased
* **Order Number** - For a sale or refund, the order number when an order was purchased

## Transaction Types
* `Sale` - All payments and that were received as part of this payout
* `Refund` - Any refunds that occurred as part of this payout
* `Adjustment` - All other adjustments that occurred as a part of this payout

## Example Response
```json
{
  "data": {
    "id": "payout_abc123",
    "type": "kajabi_payments_payouts",
    "attributes": {
      "status": "Paid",
      "amount": 1450.50,
      "currency": "USD",
      "initiated_date": "2024-01-10T10:00:00.000Z",
      "estimated_arrival_date": "2024-01-17T10:00:00.000Z",
      "bank_account": "Chase Bank - 1234",
      "transactions": [
        {
          "transaction_type": "Sales",
          "pricing_type": "Subscription",
          "sales_tax": 0.0,
          "amount": 99.00,
          "currency": "USD",
          "fee": 3.17,
          "net": 95.83,
          "customer_id": 789,
          "customer_name": "John Doe",
          "customer_email": "john@example.com",
          "offer_ids": [
            101
          ],
          "offer_titles": [
            "Premium Membership"
          ],
          "provider": "Kajabi Payments",
          "payment_method": "Visa",
          "created_at": "2024-01-08T14:30:00.000Z",
          "coupon_used": "SAVE20",
          "presented_amount": 99.00,
          "presented_currency": "USD",
          "exchange_rate": 1.0,
          "quantity": 1,
          "order_number": "ORD-12345"
        }
      ]
    }
  }
}
```




# List payouts
Source: https://help.kajabi.com/api-reference/kajabi-payments-payouts/list-payouts

/openapi.yaml get /v1/kajabi_payments_payouts
List of Kajabi Payments payouts for a site. Payouts represent transfers of funds from Kajabi to the site owner's connected bank account or payment method.

**Note**: Date fields are returned in UTC:
* `initiated_date` - Payout creation timestamp in UTC
* `estimated_arrival_date` - Expected arrival timestamp in UTC

## Pagination
Use `page[number]` parameter to paginate results:
### Get first page
* `GET /v1/kajabi_payments_payouts?page[number]=1&filter[site_id]=123`
### Get second page
* `GET /v1/kajabi_payments_payouts?page[number]=2&filter[site_id]=123`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/kajabi_payments_payouts?page[number]=2&filter[site_id]=123",
    "first": "https://api.kajabi.com/v1/kajabi_payments_payouts?page[number]=1&filter[site_id]=123",
    "prev": "https://api.kajabi.com/v1/kajabi_payments_payouts?page[number]=1&filter[site_id]=123",
    "next": "https://api.kajabi.com/v1/kajabi_payments_payouts?page[number]=3&filter[site_id]=123",
    "last": "https://api.kajabi.com/v1/kajabi_payments_payouts?page[number]=5&filter[site_id]=123"
  },
  "meta": {
    "total": 50,
    "pagination": {
      "current": 2,
      "first": 1,
      "prev": 1,
      "next": 3,
      "last": 5,
      "records": 10,
    }
  }
}
```

## Filtering by Site
Use the `filter[site_id]` parameter to filter payouts by site (required):
### Get payouts for site with ID 123
* `GET /v1/kajabi_payments_payouts?filter[site_id]=123`

## Filtering by Status
Use the `filter[status]` parameter to filter payouts by status:
### Get paid payouts for site with ID 123
* `GET /v1/kajabi_payments_payouts?filter[site_id]=123&filter[status]=paid`

Valid status values:
* `pending` - The payout has been created but hasn't been submitted to the bank yet
* `in_transit` - The payout has been submitted to the bank and is being processed
* `paid` - The payout succeeded and the money has successfully reached your bank account
* `failed` - Something went wrong and the payout couldn't be transferred to your account
* `canceled` - The payout was canceled before it could complete

## Date Range Filtering
Use the `filter[start_date]` and `filter[end_date]` parameters to filter payouts by date range:
### Get payouts between January 1st and January 31st, 2024
* `GET /v1/kajabi_payments_payouts?filter[site_id]=123&filter[start_date]=2024-01-01&filter[end_date]=2024-01-31`

Response will include only payouts within the specified date range.

## Using Multiple Parameters Together
You can combine multiple parameters to filter the response:
### Get paginated, filtered payouts
* `GET /v1/kajabi_payments_payouts?page[number]=1&filter[site_id]=123&filter[status]=paid&filter[start_date]=2024-01-01&filter[end_date]=2024-01-31`

Response will include paginated payouts matching all filters:
```json
{
  "data": [{
    "id": "payout_abc123",
    "type": "kajabi_payments_payouts",
    "attributes": {
      "status": "Paid",
      "amount": 1500.00,
      "currency": "USD",
      "initiated_date": "2024-01-10T10:00:00.000Z",
      "estimated_arrival_date": "2024-01-17T10:00:00.000Z",
      "bank_account": "Chase Bank - 1234"
    }
  }]
}
```




# Landing page details
Source: https://help.kajabi.com/api-reference/landing-pages/landing-page-details

/openapi.yaml get /v1/landing_pages/{id}
Shows details of a landing page

## Landing Page Attributes
* `title` (string) - Title of the landing page
* `url` (string) - URL of the landing page
* `publish_at` (string) - Date and time the landing page will be published
* `created_at` (string) - Date and time the landing page was created
* `updated_at` (string) - Date and time the landing page was updated

## Sparse Fields
### Only return title attribute
* `GET /v1/landing_pages/123?fields[landing_pages]=title`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "landing_pages",
    "attributes": {
      "title": "Course Landing Page"
    }
  }
}
```




# List landing pages
Source: https://help.kajabi.com/api-reference/landing-pages/list-landing-pages

/openapi.yaml get /v1/landing_pages
Returns a list of landing pages which the current user may access

## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/landing_pages[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/landing_pages[number]=2&page[size]=25`

## Sparse Fields
Use the `fields[landing_pages]` parameter to request only specific attributes:
### Only return title attribute
* `GET /v1/landing_pages?fields[landing_pages]=title`

## Sorting
Use the `sort` parameter to sort the results:
### Sort by publish_at in descending order
* `GET /v1/landing_pages?sort=-publish_at&fields[landing_pages]=title`

## Filters
Use the `filter[site_id]` parameter to get landing pages for a specific site:
### Get landing pages for site with ID 123
* `GET /v1/landing_pages?filter[site_id]=123`

List of attributes that may be used to filter: title, publish_at, created_at, updated_at

The filter param uses the following syntax: `filter[attribute_name_suffix]` with suffix for comparison:
* `eq` for equals
* `cont` for contains
* `not_eq` for not equals
* `not_cont` for not contains
* `gt` for greater than
* `gte` for greater than or equal
* `lt` for less than
* `lte` for less than or equal
* `start` for starts with
* `end` for ends with

For example:
* `GET /v1/landing_pages?filter[title_start]=Course`
* `GET /v1/landing_pages?filter[title_cont]=Landing`




# My user profile
Source: https://help.kajabi.com/api-reference/me/my-user-profile

/openapi.yaml get /v1/me
Returns the current user's profile data.
## Response attributes
The response will include the following attributes:
* `initials` - A derived attribute that represents the user's initials based on their name. This is typically used for avatar placeholders or compact user displays. For example, "John Doe" would have initials "JD".
* `name` - The user's full name. This is a required field that can be:
  * Set directly as a full name
  * Automatically generated from first name and last name fields when either changes
  * Used for display purposes throughout the platform
* `email` - The user's email address. This is a critical field that:
  * Is required and must be unique
  * Is used for authentication
  * Can trigger email change notifications
  * Is used for password recovery
  * Can be marked as bounced (and reset when email changes)
  * Is validated against email format requirements
* `role_level` - Represents the user's permission level in the system. This attribute:
  * Common values include:
    * OWNER - Account owner with full permissions
    * ADMINISTRATOR - Admin with site management permissions
    * Determines what actions and resources the user can access
    * Is used for permission checks throughout the system




# List offers
Source: https://help.kajabi.com/api-reference/offers/list-offers

/openapi.yaml get /v1/offers
List of offers (not archived) for a site that can be granted to a contact
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/offers?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/offers?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/offers?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/offers?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/offers?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/offers?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/offers?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/offers?sort=title`
### Sort by title in descending order
* `GET /v1/offers?sort=-title`

Response will include offers sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "offers",
      "attributes": {
        "title": "Advanced Course Bundle",
        "price_in_cents": 19900,
        "status": "active"
      }
    },
    {
      "id": "456",
      "type": "offers",
      "attributes": {
        "title": "Beginner Course Bundle",
        "price_in_cents": 9900,
        "status": "active"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[offers]` parameter to request only specific attributes:
### Only return title and price_in_cents attributes
* `GET /v1/offers?fields[offers]=title,price_in_cents`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "price_in_cents": 19900
    }
  }]
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get offers for a specific site:
### Get offers for site with ID 123
* `GET /v1/offers?filter[site_id]=123`

Response will only include offers for that site
```json
{
  "data": [{
    "id": "456",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "price_in_cents": 19900,
      "status": "active"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }]
}
```
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find offers where the title contains specific text:
### Get offers with titles containing "bundle"
* `GET /v1/offers?filter[title_cont]=bundle`

Response will include offers with matching titles
```json
{
  "data": [{
    "id": "456",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "price_in_cents": 19900,
      "status": "active"
    }
  },
  {
    "id": "789",
    "type": "offers",
    "attributes": {
      "title": "Basic Course Bundle",
      "price_in_cents": 9900,
      "status": "active"
    }
  }]
}
```
## Filter by Description Contains
Use the `filter[description_cont]` parameter to find offers where the description contains specific text:
### Get offers with descriptions containing "marketing"
* `GET /v1/offers?filter[description_cont]=marketing`

Response will include offers with matching descriptions
```json
{
  "data": [{
    "id": "456",
    "type": "offers",
    "attributes": {
      "title": "Marketing Course Bundle",
      "description": "Complete marketing course bundle with advanced strategies",
      "price_in_cents": 19900,
      "status": "active"
    }
  },
  {
    "id": "789",
    "type": "offers",
    "attributes": {
      "title": "Business Essentials",
      "description": "Business fundamentals including marketing and sales",
      "price_in_cents": 9900,
      "status": "active"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sorting, sparse fields and filtering in a single request:
### Get page 2 of offers for site 123, sorted by price_in_cents descending, including only title and price_in_cents fields
* `GET /v1/offers?page[number]=2&page[size]=10&sort=-price_in_cents&filter[site_id]=123&fields[offers]=title,price_in_cents`

Response will include paginated and filtered offers with sparse fields
```json
{
  "data": [
    {
      "id": "456",
      "type": "offers",
      "attributes": {
        "title": "Basic Course Bundle",
        "price_in_cents": 9900
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ],
  "links": {
    "self": "https://api.kajabi.com/v1/offers?page[number]=2&page[size]=10&sort=-price_in_cents&filter[site_id]=123&fields[offers]=title,price_in_cents",
    "first": "https://api.kajabi.com/v1/offers?page[number]=1&page[size]=10&sort=-price_in_cents&filter[site_id]=123&fields[offers]=title,price_in_cents",
    "prev": "https://api.kajabi.com/v1/offers?page[number]=1&page[size]=10&sort=-price_in_cents&filter[site_id]=123&fields[offers]=title,price_in_cents",
    "next": null,
    "last": "https://api.kajabi.com/v1/offers?page[number]=2&page[size]=10&sort=-price_in_cents&filter[site_id]=123&fields[offers]=title,price_in_cents"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```




# List offer's products
Source: https://help.kajabi.com/api-reference/offers/list-offers-products

/openapi.yaml get /v1/offers/{offer_id}/relationships/products
get the offer's relationship to products, response is a list of resource identifiers



# Offer details
Source: https://help.kajabi.com/api-reference/offers/offer-details

/openapi.yaml get /v1/offers/{id}
The offer system is a core part of Kajabi's e-commerce functionality, allowing course creators and digital product owners to monetize their content through various pricing and payment models while maintaining flexibility in how offers are presented and processed.

## Offer attributes
* `title` (string) - Required, public name of the offer shown to customers
* `description` (string) - Optional, detailed information about what's included in the offer
* `internal_title` (string) - Optional, for internal reference/organization (not shown to customers)
* `currency` (string) - The currency of the offer, defaults to USD
* `price_in_cents` (integer) - The USD price in cents (for precise decimal handling)
* `payment_type` (string) - Indicates the payment structure
* `token` (string) - A unique identifier for the offer, particularly in checkout URLs
* `payment_method` (string) - Indicates the payment method, Returns empty string if no payment method is set
* `price_description` (string) - Human-readable representation of the offer's price, includes formatting and currency information
* `checkout_url` (string) - Full URL where customers can purchase the offer
  * Includes the offer token for identification
  * Uses the site's public host and protocol settings
* `recurring_offer` (boolean) - Whether the offer has recurring payments
* `subscription` (boolean) - Whether the offer is a subscription offer
* `one_time` (boolean) - Whether the offer is a one-time offer
* `single` (boolean) - Whether the offer is a single offer
* `free` (boolean) - Whether the offer is a free offer
* `image_url` (string) - URL to the image associated with the offer (nullable)

## Include Relationships
Use the `include` parameter to include related products:
* `GET /v1/offers/123?include=products`

Response will include products relationship
```json
{
  "data": {
    "id": "123",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "description": "Complete advanced course bundle with expert guidance",
      "internal_title": "advanced_course_bundle",
      "currency": "USD",
      "price_in_cents": 19900,
      "payment_type": "stripe",
      "token": "123",
      "payment_method": "stripe",
      "price_description": "$199.00",
      "checkout_url": "https://api.kajabi.com/checkout/123",
      "recurring_offer": false,
      "subscription": false,
      "one_time": true,
      "single": true,
      "free": false,
      "image_url": "https://api.kajabi.com/images/456"
    },
    "relationships": {
      "products": {
        "data": [
          {
            "id": "456",
            "type": "products"
          }
        ]
      }
    }
  },
  "included": [
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "created_at": "2021-01-01T00:00:00Z",
        "title": "Advanced Course",
        "description": "Complete advanced course with expert guidance",
        "status": "ready",
        "members_aggregate_count": 100,
        "product_type_name": "Course",
        "product_type_id": 456,
        "publish_status": "published",
        "image_url": "https://api.kajabi.com/images/456"
      }
    }
  ]
}
```
## Sparse Fields
### Only return title and price_in_cents attributes
* `GET /v1/offers/123?fields[offers]=title,price_in_cents`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "price_in_cents": 19900
    }
  }
}
```

## Multiple parameters together
You can combine include and sparse fields in a single request:
### Get offer 123 with products, including only title and description fields, and products with title and publish_status fields
* `GET /v1/offers/123?include=products&fields[offers]=title,description&fields[products]=title,publish_status`

Response will include offer and products with sparse fields
```json
{
  "data": {
    "id": "123",
    "type": "offers",
    "attributes": {
      "title": "Advanced Course Bundle",
      "description": "Complete advanced course bundle with expert guidance"
    },
    "relationships": {}
  },
  "included": [
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "title": "Advanced Course",
        "publish_status": "published"
      }
    }
  ]
}
```




# List order items
Source: https://help.kajabi.com/api-reference/orders/list-order-items

/openapi.yaml get /v1/order_items
Order items represent individual products or offers within an order.

## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/order_items?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/order_items?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/order_items?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/order_items?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/order_items?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/order_items?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/order_items?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Filtering
Use filter parameters to narrow down results:
### Filter by site
Use the `filter[site_id]` parameter to get order items for a specific site:
* `GET /v1/order_items?filter[site_id]=123`
### Filter by item type
* `GET /v1/order_items?filter[item_type_eq]=Offer`
### Filter by item ID
* `GET /v1/order_items?filter[item_id_eq]=123`
### Filter by fulfilled status
* `GET /v1/order_items?filter[fulfilled_at_null]=true` (unfulfilled items)
* `GET /v1/order_items?filter[fulfilled_at_null]=false` (fulfilled items)

## Advanced Filtering Examples
### Range queries
* `GET /v1/order_items?filter[site_id]=123&filter[quantity_gt]=1`
* `GET /v1/order_items?filter[site_id]=123&filter[total_price_in_cents_gteq]=1000&filter[total_price_in_cents_lteq]=10000`
### Pattern matching
* `GET /v1/order_items?filter[site_id]=123&filter[item_type_cont]=Off`
* `GET /v1/order_items?filter[site_id]=123&filter[title_i_cont]=course` (case insensitive)
### Array filters
* `GET /v1/order_items?filter[site_id]=123&filter[item_id_in]=123,456,789`
* `GET /v1/order_items?filter[site_id]=123&filter[item_type_not_in]=Bundle,Subscription`

## Sorting
Use the `sort` parameter to sort the results:
### Sort by fulfilled_at in ascending order
* `GET /v1/order_items?filter[site_id]=123&sort=fulfilled_at`




# List orders
Source: https://help.kajabi.com/api-reference/orders/list-orders

/openapi.yaml get /v1/orders
Orders for a site
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/orders?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/orders?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/orders?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/orders?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/orders?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/orders?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/orders?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by order_number in ascending order
* `GET /v1/orders?sort=order_number`
### Sort by created_at in descending order
* `GET /v1/orders?sort=-created_at`

## Filtering
Use filter parameters to narrow down results:
### Filter by site
Use the `filter[site_id]` parameter to get orders for a specific site:
* `GET /v1/orders?filter[site_id]=123`
### Filter by customer
Use the `filter[customer_id]` parameter to get orders for a specific customer:
* `GET /v1/orders?filter[customer_id]=456789`
### Filter by order number
* `GET /v1/orders?filter[order_number_eq]=12345`
### Filter by fulfilled status
* `GET /v1/orders?filter[fulfilled_at_null]=true` (unfulfilled orders)
* `GET /v1/orders?filter[fulfilled_at_null]=false` (fulfilled orders)

## Advanced Filtering Examples
### Range queries
* `GET /v1/orders?filter[site_id]=123&filter[created_at_gteq]=2024-01-01&filter[created_at_lteq]=2024-12-31`
* `GET /v1/orders?filter[site_id]=123&filter[total_price_in_cents_gt]=5000`
### Pattern matching
* `GET /v1/orders?filter[site_id]=123&filter[order_number_cont]=2024`
* `GET /v1/orders?filter[site_id]=123&filter[currency_code_start]=US`
### Array filters
* `GET /v1/orders?filter[site_id]=123&filter[currency_code_in]=USD,EUR,GBP`




# Order details
Source: https://help.kajabi.com/api-reference/orders/order-details

/openapi.yaml get /v1/orders/{id}
Shows details of an order

Orders represent completed purchase transactions and contain:
* Order items (products/offers purchased)
* Payment information
* Customer information
* Fulfillment status

## Order Attributes
* `order_number` (integer) - A unique identifier for the order within the site
* `currency_code` (string) - The ISO currency code for the order (e.g., "USD")
* `total_price_in_cents` (integer) - Total price including taxes and discounts
* `subtotal_in_cents` (integer) - Subtotal before taxes and discounts
* `sales_tax_amount_in_cents` (integer) - Total sales tax amount
* `discount_amount_in_cents` (integer) - Total discount amount
* `fulfilled_at` (string) - Timestamp when the order was fulfilled
* `created_at` (string) - Timestamp when the order was created

## Include Related Resources
Use the `include` parameter to load related resources:
### Include order items, customer
* `GET /v1/orders/123?include=order_items,customer`




# Order item details
Source: https://help.kajabi.com/api-reference/orders/order-item-details

/openapi.yaml get /v1/order_items/{id}
Shows details of an order item

Order items represent individual products or offers within an order and contain:
* Product/offer information
* Pricing details
* Quantity information
* Fulfillment status

## Order Item Attributes
* `quantity` (integer) - Number of items purchased
* `currency_code` (string) - The ISO currency code for the item
* `item_type` (string) - Type of item (e.g., "Offer")
* `item_id` (integer) - ID of the associated item
* `title` (string) - Title of the item
* `total_price_in_cents` (integer) - Total price for this line item
* `subtotal_in_cents` (integer) - Subtotal before taxes and discounts
* `sales_tax_amount_in_cents` (integer) - Sales tax amount for this item
* `discount_amount_in_cents` (integer) - Discount amount for this item
* `fulfilled_at` (string) - Timestamp when the item was fulfilled
* `created_at` (string) - Timestamp when the order item was created

## Include Related Resources
Use the `include` parameter to load related resources:
### Include order
* `GET /v1/order_items/123?include=order`




# List podcasts
Source: https://help.kajabi.com/api-reference/podcasts/list-podcasts

/openapi.yaml get /v1/podcasts
Podcasts for a site
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/podcasts?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/podcasts?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/podcasts?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/podcasts?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/podcasts?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/podcasts?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/podcasts?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/podcasts?sort=title`
### Sort by title in descending order
* `GET /v1/podcasts?sort=-title`

Response will include podcasts sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "podcasts",
      "attributes": {
        "title": "My Podcast A",
        "description": "A great podcast about technology"
      }
    },
    {
      "id": "456",
      "type": "podcasts",
      "attributes": {
        "title": "My Podcast B",
        "description": "Another great podcast about business"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[podcasts]` parameter to request only specific attributes:
### Only return title and description attributes
* `GET /v1/podcasts?fields[podcasts]=title,description`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "podcasts",
    "attributes": {
      "title": "My Podcast A",
      "description": "A great podcast about technology"
    }
  }]
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get podcasts for a specific site:
### Get podcasts for site with ID 123
* `GET /v1/podcasts?filter[site_id]=123`

Response will only include podcasts for that site
```json
{
  "data": [{
    "id": "456",
    "type": "podcasts",
    "attributes": {
      "title": "My Podcast",
      "description": "A great podcast"
    }
  }]
}
```




# Show podcast
Source: https://help.kajabi.com/api-reference/podcasts/show-podcast

/openapi.yaml get /v1/podcasts/{id}
Get details for a specific podcast
## Attributes
- **title**: The podcast title
- **description**: The podcast description
- **language**: The podcast language (e.g., "en", "es")
- **owner_email**: The podcast owner's email address
- **owner_name**: The podcast owner's name
- **status**: The podcast status (ready, importing, failed)
- **show_type**: The show type (episodic, serial)
- **thumbnail_url**: URL to the podcast thumbnail image
- **cover_art_url**: URL to the podcast cover art image
- **categories**: Array of podcast categories
- **directories**: Array of podcast directories
- **migrated_to_url**: URL if podcast has been migrated
- **migrated**: Boolean indicating if podcast has been migrated
- **public**: Boolean indicating if podcast is public
- **ready**: Boolean indicating if podcast is ready
- **distribution_ready**: Boolean indicating if podcast is ready for distribution
- **created_at**: ISO 8601 date-time when podcast was created (read-only)
- **updated_at**: ISO 8601 date-time when podcast was last updated (read-only)




# List products
Source: https://help.kajabi.com/api-reference/products/list-products

/openapi.yaml get /v1/products
List of products (not archived) that can be granted to a contact
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/products?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/products?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/products?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/products?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/products?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/products?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/products?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/products?sort=title`
### Sort by title in descending order
* `GET /v1/products?sort=-title`

Response will include products sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "products",
      "attributes": {
        "title": "Advanced Course",
        "description": "In-depth training",
        "status": "active"
      }
    },
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "title": "Beginner Course",
        "description": "Introduction to basics",
        "status": "active"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[products]` parameter to request only specific attributes:
### Get only title and publish_status fields
* `GET /v1/products?fields[products]=title,publish_status`

Response will only include the requested fields
```json
{
  "data": [
    {
      "id": "123",
      "type": "products",
      "attributes": {
        "title": "Advanced Course",
        "publish_status": "published"
      }
    },
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "title": "Beginner Course",
        "publish_status": "draft"
      }
    }
  ]
}
```
## Filter by Site ID
Use the `filter[site_id]` parameter to get products for a specific site:
### Get products for site with ID 123
* `GET /v1/products?filter[site_id]=123`

Response will only include products for that site
```json
{
  "data": [
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "title": "Advanced Course",
        "description": "In-depth training",
        "status": "active",
        "publish_status": "published"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ]
}
```
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find products where the title contains specific text:
### Get products with titles containing "course"
* `GET /v1/products?filter[title_cont]=course`

Response will include products with matching titles
```json
{
  "data": [{
    "id": "456",
    "type": "products",
    "attributes": {
      "title": "Advanced Course",
      "description": "In-depth training",
      "status": "active",
      "publish_status": "published"
    }
  },
  {
    "id": "789",
    "type": "products",
    "attributes": {
      "title": "Beginner Course",
      "description": "Introduction to basics",
      "status": "active",
      "publish_status": "published"
    }
  }]
}
```
## Filter by Description Contains
Use the `filter[description_cont]` parameter to find products where the description contains specific text:
### Get products with descriptions containing "training"
* `GET /v1/products?filter[description_cont]=training`

Response will include products with matching descriptions
```json
{
  "data": [{
    "id": "456",
    "type": "products",
    "attributes": {
      "title": "Advanced Course",
      "description": "In-depth training program",
      "status": "active",
      "publish_status": "published"
    }
  },
  {
    "id": "789",
    "type": "products",
    "attributes": {
      "title": "Professional Course",
      "description": "Professional training and certification",
      "status": "active",
      "publish_status": "published"
    }
  }]
}
```
## Filter by Status
Use the `filter[status_eq]` parameter to find products with a specific status:
### Get ready products
* `GET /v1/products?filter[status_eq]=ready`

Response will include products with matching status
```json
{
  "data": [{
    "id": "456",
    "type": "products",
    "attributes": {
      "title": "Advanced Course",
      "description": "In-depth training program",
      "status": "ready",
      "publish_status": "published"
    }
  },
  {
    "id": "789",
    "type": "products",
    "attributes": {
      "title": "Professional Course",
      "description": "Professional training and certification",
      "status": "ready",
      "publish_status": "published"
    }
  }]
}
```
## Filter by Excluded Product Types
Use the `filter[exclude_product_types][]` parameter to exclude products by productizable_type (fully-qualified class name):
### Exclude CohortCourse products
* `GET /v1/products?filter[exclude_product_types][]=Courses::CohortCourse`

Response will exclude products with the specified productizable_type while keeping legacy evergreen courses visible.
## Using Multiple Parameters Together
You can combine pagination, sorting, sparse fields and filtering in a single request:
### Get page 2 of products for site 123, sorted by title descending, including only title and publish_status fields
* `GET /v1/products?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[products]=title,publish_status`

Response will include paginated and filtered products with sparse fields
```json
{
  "data": [
    {
      "id": "456",
      "type": "products",
      "attributes": {
        "title": "Beginner Course",
        "publish_status": "draft"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }
  ],
  "links": {
    "self": "https://api.kajabi.com/v1/products?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[products]=title,publish_status",
    "first": "https://api.kajabi.com/v1/products?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[products]=title,publish_status",
    "prev": "https://api.kajabi.com/v1/products?page[number]=1&page[size]=10&sort=-title&filter[site_id]=123&fields[products]=title,publish_status",
    "next": null,
    "last": "https://api.kajabi.com/v1/products?page[number]=2&page[size]=10&sort=-title&filter[site_id]=123&fields[products]=title,publish_status"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```




# Product details
Source: https://help.kajabi.com/api-reference/products/product-details

/openapi.yaml get /v1/products/{id}
Show details of a product
## Sparse Fields
Use the `fields[products]` parameter to request only specific attributes:
### Get only title and publish_status fields
* `GET /v1/products/123?fields[products]=title,publish_status`

Response will only include the requested fields
```json
{
  "data": {
    "id": "123",
    "type": "products",
    "attributes": {
      "title": "Advanced Course",
      "publish_status": "published"
    },
    "relationships": {}
  }
}
```




# Cancel subscription
Source: https://help.kajabi.com/api-reference/purchases/cancel-subscription

/openapi.yaml post /v1/purchases/{id}/cancel_subscription
Cancel the subscription associated with a purchase by ID

This endpoint cancels the underlying subscription (Stripe, PayPal, or Kajabi Payments)
associated with the purchase. The purchase will be deactivated and the subscription
will be cancelled immediately, according to the payment provider's cancellation rules.

If the payment can be cancelled the response will be successful.
Otherwise, the response will be an error with validation details.




# Deactivate purchase
Source: https://help.kajabi.com/api-reference/purchases/deactivate-purchase

/openapi.yaml post /v1/purchases/{id}/deactivate
Deactivate a purchase by ID, this will not cancel the subscription.

Use the `cancel_subscription` endpoint to cancel the subscription. Otherwise, the purchase will be deactivated and the subscription will remain active.

For a free purchase, the purchase may be later reactivated.

If the product can be deactivated the response will be successful.
Otherwise, the response will be an error.




# List purchases
Source: https://help.kajabi.com/api-reference/purchases/list-purchases

/openapi.yaml get /v1/purchases
Returns a list of purchases (offer purchases) which the current user may access
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/purchases?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/purchases?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/purchases?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/purchases?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/purchases?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/purchases?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/purchases?page[number]=5&page[size]=10"
  },
  "meta": {
    "count": 10,
    "total_count": 50,
    "total_pages": 5
  }
}
```
## Sparse Fields
Use the `fields[purchases]` parameter to request only specific attributes:
### Only return amount_in_cents attributes
* `GET /v1/purchases?fields[purchases]=amount_in_cents`

Response will only include requested fields
```json
{
  "data": [
    {
      "id": "123",
      "type": "purchases",
      "attributes": {
        "amount_in_cents": 19900
      }
    },
    {
      "id": "456",
      "type": "purchases",
      "attributes": {
        "amount_in_cents": 9900
      }
    }
  ]
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by effective_start_at in descending order
* `GET /v1/purchases?sort=-effective_start_at&fields[purchases]=effective_start_at`

Response will include purchases sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "purchases",
      "attributes": {
        "effective_start_at": "2025-01-02T00:00:00.000Z"
      }
    },
    {
      "id": "456",
      "type": "purchases",
      "attributes": {
        "effective_start_at": "2025-01-01T00:00:00.000Z"
      }
    }
  ]
}
```
List of attributes that may be used to sort: multipay_payments_made, opt_in, currency, effective_start_at, cardholder_name, billing_address_zip, deactivated_at, deactivation_reason, coupon_code, source, referrer, quantity, created_at, updated_at

## Filters
Use the `filter[site_id]` parameter to get purchases for a specific site:
### Get purchases for site with ID 123
* `GET /v1/purchases?filter[site_id]=123`
### Filter by customer
Use the `filter[customer_id]` parameter to get purchases for a specific customer:
* `GET /v1/purchases?filter[customer_id]=456789`

List of attributes that may be used to filter: multipay_payments_made, opt_in, currency, effective_start_at, cardholder_name, billing_address_zip, deactivated_at, deactivation_reason, coupon_code, source, referrer, quantity, created_at, updated_at

The filter param uses the following syntax: `filter[attribute_name_suffix]` with suffix for comparison:
* `eq` for equals
* `cont` for contains
* `not_eq` for not equals
* `not_cont` for not contains
* `gt` for greater than
* `gte` for greater than or equal
* `lt` for less than
* `lte` for less than or equal
* `start` for starts with
* `end` for ends with

For example:
* `GET /v1/purchases?filter[amount_in_cents_eq]=19900`
* `GET /v1/purchases?filter[amount_in_cents_gt]=19900`




# Purchase details
Source: https://help.kajabi.com/api-reference/purchases/purchase-details

/openapi.yaml get /v1/purchases/{id}
Details of a purchase (of an offer)

## Purchase Attributes
* `amount_in_cents` (integer) - Price of the purchase in cents
* `payment_type` (string) - Type of payment
* `trial` (integer) - Number of trial days. (subscription and payment plans only)
* `trial_end_at` (string) - Date the trial ends
* `multipay_payments_made` (integer) - Number of payments made
* `payment_plan_total_payments` (integer) - Total number of payments in the payment plan
* `status` (string) - The status of the purchase. For one-time purchases this will match the transaction detail status. For subscriptions and payment plans this status represents the status of the plan as compared to the transaction status which represents the individual payment.
* `opt_in` (boolean) - Whether the purchase was opt-in
* `raw_extra_contact_information` (object) - Extra contact information
* `currency` (string) - Currency of the purchase
* `effective_start_at` (string) - Start date of the purchase
* `cardholder_name` (string) - Name of the cardholder
* `billing_address_zip` (string) - Zip code of the billing address
* `deactivated_at` (string) - Date and time the purchase was deactivated
* `deactivation_reason` (string) - Reason for deactivation
* `coupon_code` (string) - Coupon code used for the purchase
* `source` (string) - Source of the purchase
* `referrer` (string) - Referrer of the purchase
* `quantity` (integer) - Quantity of the purchase
* `created_at` (string) - Date and time the purchase was created
* `updated_at` (string) - Date and time the purchase was updated_at

## Sparse Fields
### Only return amount_in_cents and multipay_payments_made attributes
* `GET /v1/purchases/123?fields[purchases]=amount_in_cents,multipay_payments_made`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "purchases",
    "attributes": {
      "amount_in_cents": 19900,
      "multipay_payments_made": 1
    }
  }
}
```




# Reactivate purchase
Source: https://help.kajabi.com/api-reference/purchases/reactivate-purchase

/openapi.yaml post /v1/purchases/{id}/reactivate
Reactivate a purchase by ID, this will not reactivate the subscription.

If the product can be reactivated the response will be successful.
Otherwise, the response will be an error.




# List sites
Source: https://help.kajabi.com/api-reference/sites/list-sites

/openapi.yaml get /v1/sites
List of sites that the current user has access to
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/sites?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/sites?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/sites?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/sites?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/sites?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/sites?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/sites?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Sorting
Use the `sort` parameter to sort the results:
### Sort by title in ascending order
* `GET /v1/sites?sort=title`
### Sort by title in descending order
* `GET /v1/sites?sort=-title`

Response will include sites sorted by the specified field
```json
{
  "data": [
    {
      "id": "123",
      "type": "sites",
      "attributes": {
        "title": "Advanced Training Site",
        "subdomain": "advanced-training"
      }
    },
    {
      "id": "456",
      "type": "sites",
      "attributes": {
        "title": "Beginner Training Site",
        "subdomain": "beginner-training"
      }
    }
  ]
}
```
## Sparse Fields
Use the `fields[sites]` parameter to request only specific attributes:
### Only return title and subdomain attributes
* `GET /v1/sites?fields[sites]=title,subdomain`

Response will only include requested fields
```json
{
  "data": [{
    "id": "123",
    "type": "sites",
    "attributes": {
      "title": "Advanced Training Site",
      "subdomain": "advanced-training"
    }
  }]
}
```
## Filter by Title Contains
Use the `filter[title_cont]` parameter to find sites where the title contains specific text:
### Get sites with titles containing "training"
* `GET /v1/sites?filter[title_cont]=training`

Response will include sites with matching titles
```json
{
  "data": [{
    "id": "123",
    "type": "sites",
    "attributes": {
      "title": "Advanced Training Site",
      "subdomain": "advanced-training"
    }
  },
  {
    "id": "456",
    "type": "sites",
    "attributes": {
      "title": "Beginner Training Site",
      "subdomain": "beginner-training"
    }
  }]
}
```
## Filter by Subdomain Contains
Use the `filter[subdomain_cont]` parameter to find sites where the subdomain contains specific text:
### Get sites with subdomains containing "training"
* `GET /v1/sites?filter[subdomain_cont]=training`

Response will include sites with matching subdomains
```json
{
  "data": [{
    "id": "123",
    "type": "sites",
    "attributes": {
      "title": "Advanced Training Site",
      "subdomain": "advanced-training"
    }
  },
  {
    "id": "456",
    "type": "sites",
    "attributes": {
      "title": "Beginner Training Site",
      "subdomain": "beginner-training"
    }
  }]
}
```
## Using Multiple Parameters Together
You can combine pagination, sorting and sparse fields in a single request:
### Get page 2 of sites, sorted by title descending, including only title and subdomain fields
* `GET /v1/sites?page[number]=2&page[size]=10&sort=-title&fields[sites]=title,subdomain`

Response will include paginated sites with sparse fields
```json
{
  "data": [
    {
      "id": "456",
      "type": "sites",
      "attributes": {
        "title": "Beginner Training Site",
        "subdomain": "beginner-training"
      }
    }
  ],
  "links": {
    "self": "https://api.kajabi.com/v1/sites?page[number]=2&page[size]=10&sort=-title&fields[sites]=title,subdomain",
    "first": "https://api.kajabi.com/v1/sites?page[number]=1&page[size]=10&sort=-title&fields[sites]=title,subdomain",
    "prev": "https://api.kajabi.com/v1/sites?page[number]=1&page[size]=10&sort=-title&fields[sites]=title,subdomain",
    "next": null,
    "last": "https://api.kajabi.com/v1/sites?page[number]=2&page[size]=10&sort=-title&fields[sites]=title,subdomain"
  },
  "meta": {
    "total_pages": 2,
    "total_count": 15,
    "current_page": 2
  }
}
```





# List website pages
Source: https://help.kajabi.com/api-reference/sites/list-website-pages

/openapi.yaml get /v1/website_pages
Returns a list of website pages which the current user may access
## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/website_pages[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/website_pages[number]=2&page[size]=25`

## Sorting
Use the `sort` parameter to sort the results:
### Sort by created_at in ascending order
* `GET /v1/website_pages?sort=created_at&fields[website_pages]=created_at`

## Filters
Use the `filter[site_id]` parameter to get website pages for a specific site:
### Get website pages for site with ID 123
* `GET /v1/website_pages?filter[site_id]=123`




# Site details
Source: https://help.kajabi.com/api-reference/sites/site-details

/openapi.yaml get /v1/sites/{id}
The site system is a fundamental part of Kajabi's platform, representing a customer's branded presence and serving as the container for their products, courses, and other content. Each site can be customized extensively while maintaining the core functionality needed for e-learning and digital product delivery.

## Site Attributes
* `title` (string) - A required field that represents the name of the site
* `subdomain` (string) - The subdomain of the site, used for routing and site identification
* `created_at` (string) - A read-only timestamp, ISO date string format, that indicates when the site was created
* `updated_at` (string) - A read-only timestamp, ISO date string format, that indicates when the site was last modified

## Sparse Fields
Use the `fields[sites]` parameter to request only specific attributes:
### Only return title and subdomain attributes
* `GET /v1/sites/123?fields[sites]=title,subdomain`

Response will only include requested fields
```json
{
  "data": {
    "id": "123",
    "type": "sites",
    "attributes": {
      "title": "Advanced Training Site",
      "subdomain": "advanced-training"
    }
  }
}
```




# Website page details
Source: https://help.kajabi.com/api-reference/sites/website-page-details

/openapi.yaml get /v1/website_pages/{id}
Details of a website page

## Website Page Attributes
* `title` (string) - Title of the website page
* `url` (string) - URL of the website page
* `created_at` (string) - Date and time the website page was created
* `updated_at` (string) - Date and time the website page was updated_at




# List transactions
Source: https://help.kajabi.com/api-reference/transactions/list-transactions

/openapi.yaml get /v1/transactions
  List of payment transactions related to completed financial activity (successful charges, refunds, and disputes) that are associated with actual purchases, excluding test transactions, free purchases, failed attempts, and pending transactions.

  ## Pagination
  Use `page[number]` and `page[size]` parameters to paginate results:
  ### Get first page of 10 items
  * `GET /v1/transactions?page[number]=1&page[size]=10`
  ### Get second page of 25 items
  * `GET /v1/transactions?page[number]=2&page[size]=25`

  The response includes pagination links and meta data:
  ```json
  {
    "links": {
      "self": "https://api.kajabi.com/v1/transactions?page[number]=2&page[size]=10",
      "first": "https://api.kajabi.com/v1/transactions?page[number]=1&page[size]=10",
      "prev": "https://api.kajabi.com/v1/transactions?page[number]=1&page[size]=10",
      "next": "https://api.kajabi.com/v1/transactions?page[number]=3&page[size]=10",
      "last": "https://api.kajabi.com/v1/transactions?page[number]=5&page[size]=10"
    },
    "meta": {
      "total_pages": 5,
      "total_count": 50,
      "current_page": 2
    }
  }
  ```
  ## Sparse Fields
  Use the `fields[transactions]` parameter to request only specific attributes:
  ### Only return amount_in_cents and sales_tax_in_cents attributes
  * `GET /v1/transactions?fields[transactions]=amount_in_cents,sales_tax_in_cents`

  Response will only include requested fields
  ```json
  {
    "data": [{
      "id": "123",
      "type": "transactions",
      "attributes": {
        "amount_in_cents": 9900,
        "sales_tax_in_cents": 990
      }
    }]
  }
  ```
  ## Filtering
  Use the `filter[site_id]` parameter to filter transactions by site:
  ### Get transactions for site with ID 123
  * `GET /v1/transactions?filter[site_id]=123`

  Response will include only transactions for the specified site
  ```json
  {
    "data": [{
      "id": "456",
      "type": "transactions",
      "attributes": {
        "amount_in_cents": 9900,
        "sales_tax_in_cents": 990,
        "created_at": "2024-01-15T10:30:00Z",
        "updated_at": "2024-01-15T10:30:00Z"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }]
  }
  ```
  ## Date Range Filtering
  Use the `filter[start_date]` and `filter[end_date]` parameters to filter transactions by date range:
  ### Get transactions between January 1st and January 31st, 2024
  * `GET /v1/transactions?filter[start_date]=2024-01-01&filter[end_date]=2024-01-31`

  Response will include only transactions within the specified date range
  ```json
  {
    "data": [{
      "id": "456",
      "type": "transactions",
      "attributes": {
        "amount_in_cents": 9900,
        "sales_tax_in_cents": 990,
        "created_at": "2024-01-15T10:30:00Z",
        "updated_at": "2024-01-15T10:30:00Z"
      },
      "relationships": {
        "site": {
          "data": {
            "id": "123",
            "type": "sites"
          }
        }
      }
    }]
  }
  ```
## Filtering by Name or Email
Use the `filter[name_or_email]` parameter to filter transactions by name or email:
### Get transactions for customer with name or email "John"
* `GET /v1/transactions?filter[name_or_email]=John`
## Filtering by Customer
Use the `filter[customer_id]` parameter to filter transactions by customer:
### Get transactions for customer with ID 456789
* `GET /v1/transactions?filter[customer_id]=456789`
## Using Multiple Parameters Together
You can combine multiple parameters to filter and format the response:
### Get paginated, filtered transactions with specific fields
* `GET /v1/transactions?page[number]=1&page[size]=10&fields[transactions]=amount_in_cents,sales_tax_in_cents&filter[site_id]=123&filter[start_date]=2024-01-01&filter[end_date]=2024-01-31`

Response will include paginated transactions matching all filters, with only requested fields:
```json
{
  "data": [{
    "id": "456",
    "type": "transactions",
    "attributes": {
      "amount_in_cents": 9900,
      "sales_tax_in_cents": 990
    },
    "relationships": {
      "site": {
        "data": {
          "id": "123",
          "type": "sites"
        }
      }
    }
  }],
  "meta": {
    "total_pages": 1,
    "current_page": 1
  }
}
```




# Transaction details
Source: https://help.kajabi.com/api-reference/transactions/transaction-details

/openapi.yaml get /v1/transactions/{id}
  The transaction system is a critical part of Kajabi's payment infrastructure, handling all monetary operations while maintaining detailed records for accounting, reporting, and compliance purposes.

  ## Transaction Attributes
  * `provider` (string) - The payment processor used for the payment
  * `action` (string) - Indicate the type of transaction:
    * `charge` - One-time payment
    * `refund` - Money returned to customer
    * `subscribe` - New subscription
    * `subscription_charge` - Recurring subscription payment
    * `free_purchase` - $0 transaction
    * `test` - Test transaction
    * `dispute` - Disputed charge
    * `subscription_update` - Subscription modification
  * `state` (string) - The transaction's status:
    * `initialized` - Transaction started
    * `succeeded` - Transaction completed successfully
    * `failed` - Transaction failed
  * `payment_type` (string) - Indicates the payment structure (nullable)
  * `amount_in_cents` (integer) - The USD price in cents (for precise decimal handling) can be negative for refunds
  * `sales_tax_in_cents` (integer) - The USD sales tax in cents (for precise decimal handling)
  * `payment_fee_in_cents` (integer) - Payment processing fee associated with the transaction (Kajabi Payments only)
  * `currency` (string) - String representing the currency code (nullable) automatically upcased
    * Defaults to "USD" if not specified
  * `currency_symbol` (string) - String representing the currency symbol (nullable)
    * Example: "$" for USD
  * `formatted_amount` (string) - String representing the amount in a human-readable format
    * Includes currency symbol
    * Does not include currency code
    * Example: "$19.99"
  * `settlement_amount_in_cents` (integer) - Price of the payment in cents based on the settlement currency (Kajabi Payments only)
  * `settlement_fee_amount_in_cents` (integer) - Payment processing fee associated with the transaction based on the settlement currency (Kajabi Payments only)
  * `settlement_currency` (string) - Currency of the payment based on settlement, typically the currency of the attached bank account (Kajabi Payments only)
  * `created_at` (string) - The creation date and time, ISO date string format (read-only)

  ## Sparse Fields
  Use the `fields[transactions]` parameter to request only specific attributes:
  ### Only return amount_in_cents and sales_tax_in_cents attributes
  * `GET /v1/transactions/123?fields[transactions]=amount_in_cents,sales_tax_in_cents`

  Response will only include requested fields
  ```json
  {
    "data": {
      "id": "123",
      "type": "transactions",
      "attributes": {
        "amount_in_cents": 9900,
        "sales_tax_in_cents": 990
      }
    }
  }
  ```
  ## Include Relationships
  Use the `include` parameter to include related resources:

  > **Deprecated:** the `offer` relationship is deprecated and will be removed in a future version. It is only populated for single-offer transactions and is `null` for bundled (multi-offer) transactions. Use the `purchases` relationship instead — it lists every offer purchase a transaction covers, for all transaction types.

  ### Include customer and purchases relationships
  * `GET /v1/transactions/123?include=customer,purchases`

  Response will include related resources
  ```json
  {
    "data": {
      "id": "123",
      "type": "transactions",
      "attributes": {
        "action": "subscription_charge",
        "state": "succeeded",
        "payment_type": "subscription",
        "amount_in_cents": 100,
        "sales_tax_in_cents": 0,
        "currency": "USD",
        "currency_symbol": "$",
        "formatted_amount": "$1.00",
        "created_at": "2025-03-14T19:17:38.000Z"
      },
      "relationships": {
        "customer": {
          "data": {
            "id": "456",
            "type": "customers"
          }
        },
        "purchases": {
          "data": [
            {
              "id": "501",
              "type": "purchases"
            }
          ]
        }
      }
    },
    "included": [
      {
        "id": "456",
        "type": "customers",
        "attributes": {
          "name": "John Doe",
          "email": "email@example.com",
          "avatar": "https://example.com/avatar.jpg",
          "external_user_id": "123",
          "public_bio": "Public Bio",
          "public_location": "Public Location",
          "public_website": "https://example.com",
          "socials": {
            "twitter": "https://twitter.com",
            "facebook": "https://facebook.com",
            "linkedin": "https://linkedin.com"
          },
          "net_revenue": 10000,
          "sign_in_count": 10,
          "last_request_at": "2024-01-15T10:30:00Z",
          "bounced_at": "2024-01-15T10:30:00Z",
          "created_at": "2024-01-15T10:30:00Z",
          "updated_at": "2024-01-15T10:30:00Z"
        }
      },
      {
        "id": "501",
        "type": "purchases",
        "attributes": {
          "amount_in_cents": 100,
          "payment_type": "subscription",
          "currency": "USD",
          "quantity": 1,
          "created_at": "2025-03-14T19:17:38.000Z",
          "updated_at": "2025-03-14T19:17:38.000Z"
        },
        "relationships": {
          "offer": {
            "data": {
              "id": "789",
              "type": "offers"
            }
          }
        }
      }
    ]
  }
  ```
  ## Using Multiple Parameters Together
  You can combine sparse fields and include in a single request:
  ### Get transaction with specific fields and included relationships
  * `GET /v1/transactions/123?include=customer&fields[transactions]=amount_in_cents,sales_tax_in_cents&fields[customers]=name,email`

  Response will include transaction with only requested fields and included customer with only name and email fields
  ```json
  {
    "data": {
      "id": "123",
      "type": "transactions",
      "attributes": {
        "amount_in_cents": 9900,
        "sales_tax_in_cents": 990
      },
      "relationships": {}
    },
    "included": [
      {
        "id": "456",
        "type": "customers",
        "attributes": {
          "name": "John Doe",
          "email": "john@example.com"
        }
      }
    ]
  }
```




# Version
Source: https://help.kajabi.com/api-reference/version/version

/openapi.yaml get /v1/version
Returns the current version of the Kajabi API and links to the API documentation.

This endpoint does not require authentication; it can be used as a health check.

## Response attributes
* `meta` (object) - Meta information about the API.
  * `title` (string) - The title of the API.
  * `version` (string) - The version of the API.
* `links` (object) - Links to the API documentation.
  * `documentation` (string) - The URL to the API documentation.
* `jsonapi` (object) - JSON API information.
  * `version` (string) - The version of the JSON API.
  * `specficiation` (string) - The URL to the JSON API specification.




# Create hook
Source: https://help.kajabi.com/api-reference/webhooks/create-hook

/openapi.yaml post /v1/hooks
Creates a new webhook subscription

## Request Body
The request must include:
* `data` - parent object which includes the children/nested attributes:
* `target_url` - The URL where webhook events will be sent
* `event` - The type of event to subscribe to (see available events below), for example "tag_added"
* `resource_id` (optional) - Specific resource ID to filter events for, for example the id of the Contact Tag. When the property is omitted, the webhook will be triggered for all events of the specified type, as a wildcard webhook.

## Available Event Types

| Event | Description | Required API Scopes |
|-------|-------------|-------------------|
| `purchase` | Customer makes a purchase | `view:purchases` |
| `payment_succeeded` | Payment transaction completes successfully | `view:transactions` |
| `order_created` | New order is created | `view:transactions`, `view:orders` |
| `form_submission` | Someone submits a form | `view:form_submissions` |
| `tag_added` | Tag is added to a contact | `view:contacts` |
| `tag_removed` | Tag is removed from a contact | `view:contacts` |

**Note**: You can only create webhooks for events you have permission to access based on your API key scopes. For example to use tags you need the `view:contacts` scope, which is included in the account owner api key scope.

## Sample Payloads
You can view sample webhook payloads for each event type:
* `GET /v1/hooks/purchase_sample`
* `GET /v1/hooks/payment_succeeded_sample`
* `GET /v1/hooks/order_created_sample`
* `GET /v1/hooks/form_submission_sample`
* `GET /v1/hooks/tag_added_sample`
* `GET /v1/hooks/tag_removed_sample`

Example request targeting a specific tag:
```json
{
  "data": {
    "type": "hooks",
    "attributes": {
      "target_url": "https://example.com/webhook",
      "event": "tag_added",
      "resource_id": "123"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "456",
          "type": "sites"
        }
      }
    }
  }
}
```

Example request using a wildcard webhook:
```json
{
  "data": {
    "type": "hooks",
    "attributes": {
      "target_url": "https://example.com/webhook",
      "event": "tag_added"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "456",
          "type": "sites"
        }
      }
    }
  }
}
```

## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "tag_added",
  "payload": [],
}
```
The `id` is the ID of the resource that triggered the event.
The `event` is the type of event that triggered the webhook.
The `payload` is the actual payload of the event and the content will be similar to the sample payloads above.




# Delete hook
Source: https://help.kajabi.com/api-reference/webhooks/delete-hook

/openapi.yaml delete /v1/hooks/{id}
Deletes a webhook subscription



# Form submission sample
Source: https://help.kajabi.com/api-reference/webhooks/form-submission-sample

/openapi.yaml get /v1/hooks/form_submission_sample
Returns sample webhook payload for the `form_submission` event:
```
[
  {
    "id": "0",
    "type": "form_submissions",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "address_line_1": null,
      "address_line_2": null,
      "address_city": null,
      "address_country": null,
      "address_state": null,
      "address_zip": null,
      "phone_number": null,
      "business_number": null,
      "mobile_phone_number": null
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "form": {
        "data": {
          "id": "0",
          "type": "forms"
        }
      }
    }
  },
  {
    "id": "0",
    "type": "forms",
    "attributes": {
      "url": "https://bill-heaton.kajabi-products.test/forms/0",
      "title": "Sample Form",
      "default": false,
      "webhook_url": null,
      "created_at": null,
      "updated_at": null
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "fields": {
        "data": []
      },
      "contact_tags": {
        "data": []
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "form_submission",
  "payload": [],
}
```
The `payload` array is the sample response above




# Hook details
Source: https://help.kajabi.com/api-reference/webhooks/hook-details

/openapi.yaml get /v1/hooks/{id}
Returns specific hook based on it ID



# List hooks
Source: https://help.kajabi.com/api-reference/webhooks/list-hooks

/openapi.yaml get /v1/hooks
Lists webhooks for a site

## Pagination
Use `page[number]` and `page[size]` parameters to paginate results:
### Get first page of 10 items
* `GET /v1/hooks?page[number]=1&page[size]=10`
### Get second page of 25 items
* `GET /v1/hooks?page[number]=2&page[size]=25`

The response includes pagination links and meta data:
```json
{
  "links": {
    "self": "https://api.kajabi.com/v1/hooks?page[number]=2&page[size]=10",
    "first": "https://api.kajabi.com/v1/hooks?page[number]=1&page[size]=10",
    "prev": "https://api.kajabi.com/v1/hooks?page[number]=1&page[size]=10",
    "next": "https://api.kajabi.com/v1/hooks?page[number]=3&page[size]=10",
    "last": "https://api.kajabi.com/v1/hooks?page[number]=5&page[size]=10"
  },
  "meta": {
    "total_pages": 5,
    "total_count": 50,
    "current_page": 2
  }
}
```
## Filtering
Use `filter[event_eq]` parameter to filter webhooks by event type:
### Get webhooks for purchase events only
* `GET /v1/hooks?filter[event_eq]=purchase`




# Order created sample
Source: https://help.kajabi.com/api-reference/webhooks/order-created-sample

/openapi.yaml get /v1/hooks/order_created_sample
Returns sample webhook payload for the `order_created` event:
```
[
  {
    "id": "0",
    "type": "transactions",
    "attributes": {
      "action": "charge",
      "state": "succeeded",
      "payment_type": "charge",
      "amount_in_cents": 1000,
      "sales_tax_in_cents": 0,
      "currency": "USD",
      "currency_symbol": "$",
      "formatted_amount": "$10.00",
      "created_at": "2025-07-31T17:13:05.247Z"
    },
    "relationships": {
      "customer": {
        "data": {
          "id": "0",
          "type": "customers"
        }
      },
      "offer": {
        "data": null
      }
    }
  },
  {
    "id": "0",
    "type": "customers",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "avatar": null,
      "external_user_id": null,
      "public_bio": null,
      "public_location": null,
      "public_website": null,
      "socials": null,
      "net_revenue": "0.0",
      "sign_in_count": 0,
      "last_request_at": null,
      "bounced_at": null,
      "created_at": "2025-07-31T17:13:05.207Z",
      "updated_at": "2025-07-31T17:13:05.207Z"
    },
    "links": {
      "contact": "https://www.kajabi.test/api/v1/contacts/0"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "contact": {
        "data": {
          "id": "0",
          "type": "contacts"
        }
      },
      "offers": {
        "data": [],
        "links": {
          "self": "https://www.kajabi.test/api/v1/customers/0/relationships/offers"
        }
      },
      "products": {
        "data": []
      }
    }
  },
  {
    "id": "0",
    "type": "orders",
    "attributes": {
      "order_number": 0,
      "currency_code": "USD",
      "fulfilled_at": null,
      "created_at": "2025-07-31T17:13:05.207Z",
      "total_price_in_cents": 1000,
      "subtotal_in_cents": 800,
      "sales_tax_amount_in_cents": 200,
      "discount_amount_in_cents": 0,
      "formatted_total_price": "$10.00",
      "formatted_subtotal": "$8.00",
      "currency_symbol": "$"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "customer": {
        "data": {
          "id": "0",
          "type": "customers"
        }
      },
      "order_items": {
        "data": [
          {
            "id": "0",
            "type": "order_items"
          }
        ]
      },
      "payment_transactions": {
        "data": []
      }
    }
  },
  {
    "id": "0",
    "type": "order_items",
    "attributes": {
      "quantity": 1,
      "currency_code": "USD",
      "item_type": "Offer",
      "item_id": 0,
      "title": "Kajabi Test Offer",
      "fulfilled_at": null,
      "created_at": "2025-07-31T17:13:05.229Z",
      "total_price_in_cents": 1000,
      "subtotal_in_cents": 800,
      "sales_tax_amount_in_cents": 200,
      "discount_amount_in_cents": 0,
      "formatted_total_price": "$10.00",
      "formatted_subtotal": "$8.00",
      "currency_symbol": "$"
    },
    "relationships": {
      "order": {
        "data": {
          "id": "0",
          "type": "orders"
        }
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "order_created",
  "payload": [],
}
```
The `payload` array is the sample response above




# Payment succeeded sample
Source: https://help.kajabi.com/api-reference/webhooks/payment-succeeded-sample

/openapi.yaml get /v1/hooks/payment_succeeded_sample
Returns sample webhook payload for the `payment_succeeded` event:
```
[
  {
    "id": "0",
    "type": "transactions",
    "attributes": {
      "action": "charge",
      "state": "succeeded",
      "payment_type": "charge",
      "amount_in_cents": 1000,
      "sales_tax_in_cents": 0,
      "currency": "USD",
      "currency_symbol": "$",
      "formatted_amount": "$10.00",
      "created_at": "2025-07-31T17:10:19.285Z"
    },
    "relationships": {
      "customer": {
        "data": {
          "id": "0",
          "type": "customers"
        }
      },
      "offer": {
        "data": null
      }
    }
  },
  {
    "id": "0",
    "type": "customers",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "avatar": null,
      "external_user_id": null,
      "public_bio": null,
      "public_location": null,
      "public_website": null,
      "socials": null,
      "net_revenue": "0.0",
      "sign_in_count": 0,
      "last_request_at": null,
      "bounced_at": null,
      "created_at": "2025-07-31T17:10:19.243Z",
      "updated_at": "2025-07-31T17:10:19.243Z"
    },
    "links": {
      "contact": "https://www.kajabi.test/api/v1/contacts/0"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "contact": {
        "data": {
          "id": "0",
          "type": "contacts"
        }
      },
      "offers": {
        "data": [],
        "links": {
          "self": "https://www.kajabi.test/api/v1/customers/0/relationships/offers"
        }
      },
      "products": {
        "data": []
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "payment_succeeded",
  "payload": [],
}
```
The `payload` array is the sample response above




# Purchase sample
Source: https://help.kajabi.com/api-reference/webhooks/purchase-sample

/openapi.yaml get /v1/hooks/purchase_sample
Returns sample webhook payload for the `purchase` event:
```
[
  {
    "id": "0",
    "type": "purchases",
    "attributes": {
      "amount_in_cents": 1000,
      "payment_type": "single",
      "multipay_payments_made": null,
      "opt_in": false,
      "raw_extra_contact_information": {},
      "currency": "USD",
      "effective_start_at": null,
      "cardholder_name": null,
      "billing_address_zip": null,
      "deactivated_at": null,
      "deactivation_reason": null,
      "coupon_code": null,
      "source": null,
      "referrer": null,
      "quantity": 1,
      "created_at": "2025-07-31T16:59:27.580Z",
      "updated_at": "2025-07-31T16:59:27.580Z"
    },
    "relationships": {
      "customer": {
        "data": {
          "id": "0",
          "type": "customers"
        }
      },
      "offer": {
        "data": {
          "id": "0",
          "type": "offers"
        }
      },
      "products": {
        "data": []
      }
    }
  },
  {
    "id": "0",
    "type": "offers",
    "attributes": {
      "title": "Kajabi Test Offer",
      "description": null,
      "internal_title": null,
      "currency": "USD",
      "price_in_cents": 1000,
      "payment_type": "single",
      "token": "n8NtoHUZ",
      "image_url": null,
      "payment_method": "stripe_and_paypal",
      "price_description": "$10.00 USD",
      "checkout_url": "https://bill-heaton.kajabi-products.test/offers/n8NtoHUZ",
      "recurring_offer": false,
      "subscription": false,
      "one_time": true,
      "single": true,
      "free": false
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "products": {
        "data": []
      },
      "forms": {
        "data": []
      }
    }
  },
  {
    "id": "0",
    "type": "customers",
    "attributes": {
      "name": "John Doe",
      "email": "john.doe@example.com",
      "avatar": null,
      "external_user_id": null,
      "public_bio": null,
      "public_location": null,
      "public_website": null,
      "socials": null,
      "net_revenue": "0.0",
      "sign_in_count": 0,
      "last_request_at": null,
      "bounced_at": null,
      "created_at": "2025-07-31T16:59:27.552Z",
      "updated_at": "2025-07-31T16:59:27.552Z"
    },
    "links": {
      "contact": "https://www.kajabi.test/api/v1/contacts/0"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      },
      "contact": {
        "data": {
          "id": "0",
          "type": "contacts"
        }
      },
      "offers": {
        "data": [],
        "links": {
          "self": "https://www.kajabi.test/api/v1/customers/0/relationships/offers"
        }
      },
      "products": {
        "data": []
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "purchase",
  "payload": [],
}
```
The `payload` array is the sample response above




# Tag added sample
Source: https://help.kajabi.com/api-reference/webhooks/tag-added-sample

/openapi.yaml get /v1/hooks/tag_added_sample
Returns sample webhook payload for the `tag_added` event:
```
[
  {
    "id": "0",
    "type": "contacts",
    "attributes": {
      "name": "Sample Recipient",
      "email": "sample@example.com",
      "address_line_1": "123 Kajabi Ln",
      "address_line_2": "Kajabi Suite 4",
      "address_city": "Kajabiwood",
      "address_country": "United Sites of Kajabi",
      "address_state": "Kajabifornia",
      "address_zip": "99999",
      "phone_number": "5555555555",
      "business_number": null,
      "subscribed": false,
      "external_user_id": null,
      "created_at": "2025-07-31T16:51:04.010Z",
      "updated_at": "2025-07-31T16:51:04.010Z"
    },
    "links": {
      "customer": ""
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      }
    }
  },
  {
    "id": "0",
    "type": "contact_tags",
    "attributes": {
      "name": "Tag"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "tag_added",
  "payload": [],
}
```
The `payload` array is the sample response above




# Tag removed sample
Source: https://help.kajabi.com/api-reference/webhooks/tag-removed-sample

/openapi.yaml get /v1/hooks/tag_removed_sample
Returns sample webhook payload for the `tag_removed` event:
```
[
  {
    "id": "0",
    "type": "contacts",
    "attributes": {
      "name": "Sample Recipient",
      "email": "sample@example.com",
      "address_line_1": "123 Kajabi Ln",
      "address_line_2": "Kajabi Suite 4",
      "address_city": "Kajabiwood",
      "address_country": "United Sites of Kajabi",
      "address_state": "Kajabifornia",
      "address_zip": "99999",
      "phone_number": "5555555555",
      "business_number": null,
      "subscribed": false,
      "external_user_id": null,
      "created_at": "2025-07-31T16:51:04.010Z",
      "updated_at": "2025-07-31T16:51:04.010Z"
    },
    "links": {
      "customer": ""
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      }
    }
  },
  {
    "id": "0",
    "type": "contact_tags",
    "attributes": {
      "name": "Tag"
    },
    "relationships": {
      "site": {
        "data": {
          "id": "2",
          "type": "sites"
        }
      }
    }
  }
]
```
## Actual Payloads
The actual payloads are sent to the `target_url` as a POST request with the following JSON body:
```json
{
  "id": "hash_id",
  "event": "tag_removed",
  "payload": [],
}
```
The `payload` array is the sample response above




# AI Credits
Source: https://help.kajabi.com/articles/account-settings/billing/ai-credits

Understand how AI Credits work on Kajabi and what your plan includes for transcription, translation, and dubbing.

**AI Credits** power transcription, translation, and dubbing across Kajabi. Instead of separate minute buckets, you get a unified pool of credits to use across any AI video service.

## Plans that include AI Credits

| Plan           | Monthly AI Credits (reset on the 1st of the month) |
| -------------- | -------------------------------------------------- |
| Pro & Founders | 1,000 credits                                      |
| Growth         | 500 credits                                        |

<Note>
  **Note:** All plans are able to purchase AI credits by going to **Account Settings** → **Subscription**.
</Note>

## Credit-to-minute conversion

Credits are consumed at different rates depending on the complexity and cost of the service.

* **Transcription:** 1 credit = 1 minute
* **Translation:** 10 credits = 1 minute
* **Dubbing:** 100 credits = 1 minute

This structure ensures predictable usage while giving you full flexibility on how to apply your credits each month.

## Example credit usage

With 1,000 credits per month, you can choose any combination of:

| Service       | Credit cost       | Minutes       |
| ------------- | ----------------- | ------------- |
| Transcription | 1 credit / min    | 1,000 minutes |
| Translation   | 10 credits / min  | 100 minutes   |
| Dubbing       | 100 credits / min | 10 minutes    |

Or mix and match to fit your needs:

* 600 minutes transcription + 40 minutes translation + 3 minutes dubbing
* 900 minutes transcription + 1 minute dubbing
* Any combination totaling **1,000 credits**

## Purchase additional credits

There are two options when you are looking to purchase additional credits:

* **Monthly bundles:** Add 500 credits to your monthly allotment for \$15/month. Note that unused bundle credits do not roll over at the end of each billing cycle.
* **One-time top-up**: Purchase 500 credits for a flat \$15 fee. This is a great option if you only need a temporary boost without committing to a monthly increase.

## FAQs

### Do transcriptions use AI Credits?

Yes. Transcriptions require AI Credits and are a required step before you can use translations or dubbing.

### Can I upload my own transcript?

Yes. You can upload your own transcript and review it before moving forward. This allows you to confirm accuracy and formatting before using AI Credits. This can help save AI Credits and give you more control over accuracy.

### When are AI Credits considered used?

AI Credits are considered spent as soon as they're used to complete an action, such as transcription, translation, or dubbing. Used credits can't be refunded. If a transcription, translation, or dub fails during generation, the credits will not be used.

### Which language should I translate or dub first?

Start with your most requested or highest-impact language to maximize value from your AI Credits.

### Is there a video length limit?

Yes. Your video length must fit within the AI Credits available on your account. The maximum upload size for Kajabi is 4GB.

### What happens if my video is longer than my available credits?

If your video exceeds your available credits, you won't be able to start transcription, translation, or dubbing until additional credits are purchased or become available at the start of the month.

### When do AI Credits reset?

AI Credits reset on the 1st of every month (PST).

### Can I purchase more credits?

Yes, additional credits may be purchased in a bundle of 500 credits for \$15/month or as a one time purchase of 500 credits for \$15.

### Is there a way to test before spending credits?

Yes. Uploading and reviewing a transcript first allows you to confirm everything looks right before using credits on translation or dubbing.


# Permanently delete a Kajabi account
Source: https://help.kajabi.com/articles/account-settings/billing/can-i-permanently-delete-my-kajabi-account

Submit a Data Rights Request to permanently delete a Kajabi account and all associated data.

If you need to permanently delete your Kajabi account, you can do so by submitting a **Data Rights Request**. This process ensures your data is securely and thoroughly removed in accordance with privacy laws and our policies.

<Note>
  **Note:**
  If you simply want to cancel your account rather than permanently delete it, [learn how to cancel your account](/articles/account-settings/billing/cancel-your-kajabi-account).
</Note>

## Access the Data Rights Request form

Navigate to the **[Kajabi Data Rights Request Form](https://kajabi-2.privacy.saymine.io/kajabi-2)** to initiate the deletion process.

## Complete the form

Provide the following information:

* Your Country and State of residence
* The email address associated with your Kajabi account
* First name
* Last name
* Any additional information requested to verify your identity

## Submit a request

1. Click the **Submit** button to send your request.
2. An email requiring you to verify your email will be sent.
3. Once you verify your email, you will receive a confirmation email informing you that your data request is in progress.

## Confirmation of deletion

You will receive an email notifying you when your deletion request is completed.

*Your deletion request will be completed within privacy regulation timelines (e.g., 30 days).*

## Important notes

* **Deletion is permanent:** Once your account is deleted, all associated data, including content, customer information, and analytics, will be permanently removed and cannot be recovered.
* **Active subscriptions:** If you have an active subscription, ensure it is canceled before submitting a deletion request. Any outstanding balances or obligations should also be resolved.


# Cancel a Kajabi account
Source: https://help.kajabi.com/articles/account-settings/billing/cancel-your-kajabi-account

Cancel a Kajabi subscription and understand what happens afterward.

If you're considering canceling your Kajabi account, the steps below cover the **cancellation** process and explain what to expect. Before proceeding, consider [contacting our support team](/articles/resources/support/how-to-contact-kajabi-support) to discuss your options.

## Cancel a Kajabi account

Click this link to cancel your account:

[**Cancel Account**](https://app.kajabi.com/admin/settings/subscriptions/change_plan?open_cancel_modal)

Or, follow these steps to cancel your account:

1. From the Dashboard, click your name in the top right corner. Then, select **Account Settings.**
2. Click **Subscription** in the sidebar.
3. Under Overview, click the **Change plan** button.
4. Scroll down the page, and under **No longer happy with Kajabi?**, click **Cancel subscription**.
5. Follow the indicated steps to complete your cancellation.

<img alt="Click Cancel subscription on the Change plan page inside Kajabi to cancel your account" />

<Note>
  **Note:** If you do not see the option to cancel, check for a banner at the top of your Subscription page confirming your account is already scheduled for cancellation.
</Note>

## Undo account cancellation

You can undo your cancellation before your billing cycle ends.

### Undo a cancellation

1. From the Dashboard, click your name in the top right corner. Then, select **Account Settings.**
2. Click **Subscription** in the sidebar.
3. Click the **Reinstate account** button.
4. Click **Confirm subscription.**

<img alt="Click Reinstate account on the Subscription billing page inside Kajabi to undo your pending cancellation" />

## FAQs

### What happens after canceling my Kajabi account?

Canceling your Kajabi subscription will cancel all future Kajabi subscription payments and end access to your account (this includes access to your content and site) at the **end of your current billing or trial period**.

On the date your account is set to cancel, your site will become inactive and inaccessible to your contacts and customers. This means your existing customers cannot log in to your canceled site and will lose access to the Products they have purchased. We highly recommend downloading your important content or data, such as course videos or customer lists, before your cancellation date.

* **Site and Member Access:** Your site and member access, including email functionality, will be unavailable until the account is reactivated.
* **Custom Domain Disconnection:** Any connected custom domain will be automatically disconnected.
* **Email Hosting:** Kajabi does not host your personal or business email inbox. If your site goes down, you can still access your email through your email provider. Kajabi only sends marketing and transactional emails on your behalf.

In accordance with our [Privacy Notice](https://legal.kajabi.com/policies/privacy), any customer data may be deleted 90 days after your account termination. Data permanently removed after 90 days cannot be recovered. Visit your [Subscription Settings](https://app.kajabi.com/admin/settings/subscriptions) to review the date your account is set to cancel. [Learn how to update your Billing Settings](https://app.kajabi.com/admin/settings/subscriptions). Kajabi sends reminder emails 14 days and 7 days before the final deletion date.

Additionally, if granted a 48-hour temporary access extension, your account will remain accessible during that period, allowing you to resolve overdue payments or reactivate your subscription to prevent permanent loss.

### Are my customers still charged after I cancel my Kajabi account?

Yes, Kajabi gives you full control over your payments and accounting with Kajabi Payments or by connecting third-party payment processors with Stripe and PayPal to process your payments.

This allows you to determine how and when you want to handle your active recurring subscriptions through your Kajabi Payments account or your Stripe and/or PayPal account(s) if you plan to cancel your Kajabi account and choose to move to a different platform.

After canceling your account, your customers will no longer have access to the digital products built with Kajabi but will maintain their subscription payments until manually canceled by you or your customer.

### As a Kajabi Partner, will I still receive a commission for my referrals?

No, to remain eligible for commissions earned from your referrals as a Kajabi Partner, you must maintain your Kajabi account. If you choose to return and reactivate your account as a Kajabi Partner, you will return as a new Kajabi Partner and will not maintain your previous Partner Status.

### Can I pause my account instead?

Yes. [Learn to pause your Kajabi account](/articles/account-settings/billing/how-to-pause-your-kajabi-subscription) by parking your account and site. Parking gives you time away from building your business with Kajabi while preserving your work.

While parked, customers cannot access purchased products. Reactivating your account fully restores access to all features and customer products.

### How can I access my content or data if my account is already canceled?

To regain access, you need to [reactivate your subscription](/articles/account-settings/billing/how-to-reactivate-your-kajabi-account) by choosing one of our [in-market plans](https://kajabi.com/pricing). The Parked Plan **does not grant access** to your content or site editing features.

### What happens if I downgrade my Kajabi plan rather than cancel?

When switching to a lower-tier plan with reduced product limits, products exceeding the limit will need to be removed prior to downgrading. Permanently deleted products cannot be recovered, and while a full backup of courses isn't possible, individual lesson videos can be manually downloaded. Retaining a higher tier ensures all content remains intact within plan limits.


# Pay an overdue balance
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-make-a-payment-for-an-overdue-balance

Clear an overdue balance on a Kajabi subscription and understand what happens if payment is not received.

Kajabi automatically bills your payment method on file for your subscription monthly or annually, depending on your plan.

If your payment fails, Kajabi continues to retry your card. You will see a notification saying "Your balance is **overdue**" on your [Kajabi dashboard](https://app.kajabi.com/admin/last_site/dashboard) or on the [Subscription & Billing](https://app.kajabi.com/admin/settings/subscriptions) page. You will also receive email notifications.

## Make a payment

1. Click **Pay Balance** on the notification.
2. If necessary, edit your payment method.
3. Click **Pay balance**.

<img alt="Click Pay balance to make a payment for an unpaid invoice on the notification on your Kajabi dashboard" />

## Why did my payment fail?

Here are some reasons why your payment may have failed:

* Not enough funds in the bank account
* Credit limit is reached
* Your card is frozen
* Your card details are incorrect
* Your card expired
* Your bank didn't approve it (you may receive a text/email letting you know)

## What happens if we don't receive payment

If we don't receive a payment after a period of time, your Kajabi account will be suspended. This means that your Kajabi site(s) is still accessible by others but you will lose access to admin features in Kajabi. The notification will tell you the specific date your account will be suspended.

After your account has been suspended and we still don't receive a payment, your account will be canceled. This means you will lose access to admin features and your Kajabi site(s) will not be accessible.

You can make a payment to recover your account from suspension or cancellation.

<Note>
  \*\*Important: \*\*Payment due dates for Kajabi subscriptions cannot be extended.
</Note>


# Manage services and customer payments after account cancellation
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-manage-services-and-customer-payments-after-canceling-your-kajabi-account

Manage active subscriptions and services after canceling a Kajabi account.

When you cancel your Kajabi account, there are essential steps you need to follow to manage active **subscriptions** and services effectively. Customer subscriptions continue to bill unless manually canceled, so it is important to review your obligations before and after cancellation.

## Impact of account cancellation on access and services

* Once your Kajabi account is fully canceled and your billing cycle ends, platform access (including features like email campaigns) ends. Active email campaigns automatically stop, and no further messages are sent.
* Customer subscriptions are not automatically canceled when your Kajabi subscription is canceled. While full account access is unavailable unless you reactivate, you can still log in with limited access to manage customer payments and subscriptions through the Payments section.

## Managing customer subscriptions and payments

Customer subscriptions continue to bill unless they are manually canceled. To access payment and subscription management after canceling your Kajabi account:

1. Log in to your Kajabi account.
2. Select **Payments** from the side navigation.
3. If you have multiple sites, select the site you want to manage.
4. Choose one of the available tabs:
   * **Overview**
   * **Transactions**
   * **Subscriptions**
   * **Multiple Payments**

From these tabs, you can perform refunds, manage transactions, subscriptions, payment plans, and disputes, regardless of whether payments were processed through Kajabi Payments, **Stripe**, or **PayPal**.


# Pause a Kajabi subscription
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-pause-your-kajabi-subscription

Park a Kajabi account to take a break while preserving data and progress.

If you need some time away from Kajabi, but still want to scale your business in the future, you can **park** (pause) your Kajabi account without canceling your subscription, and then reactivate it when you're ready to return.

## Parked accounts

Parking your account preserves all your data, content, and site progress. Everything stays intact until you're ready to reactivate.

Before parking, make any adjustments to product quantities or configurations, since those changes can't be made while the account is paused. While parked, you can still reactivate your account, change your Kajabi plan, and update billing information.

While your account is parked, you can still reactivate, change your Kajabi plan, and update your billing information.

<Note>
  **Note:** While parked, you won't be able to build, customize, or make changes to your site.
</Note>

### Customer access while parked

Parking your Kajabi account pauses your site, which will appear offline and remain inaccessible to your contacts and customers. This includes products purchased by your customers.

Customers of your parked account will not have access to products purchased from your site while your account is parked.

<Note>
  **Note:** Subscription payments will continue to process while your account is parked. To avoid charging customers for a product they can't access, manually pause their subscriptions before parking. Upon reactivation, remember to unpause those subscriptions so customers regain access without disruption.\
  \
  [Learn how to pause a customer subscription](https://help.kajabi.com/articles/contacts/manage-your-contacts/pause-your-customers-subscription-or-payment-plan).
</Note>

### **Cost of parking an account**

A Parked Plan costs \$29/month plus applicable taxes. Any Kajabi discounts on your account will be canceled, and any legacy plans will be permanently forfeited. If you reactivate, you'll need to subscribe to a current standard plan.

### Partner commission and parked accounts

Parking preserves your Kajabi Partner status, unlike canceling. You'll continue earning commission on referrals with active, paid base plans during the time your account is parked. Referrals on a parked plan are not considered active and do not generate commission.\
\
[Learn more in the Kajabi Partner Program FAQs](https://help.kajabi.com/articles/resources/kajabi-partner-program/kajabi-partner-program-faq).\
[Learn more about the Kajabi Partner Program](/articles/resources/kajabi-partner-program/how-to-become-a-kajabi-partner).

### Accessing content in a parked account

You'll need to upgrade to an active Kajabi plan to regain full access to your site and content. Before parking, make sure any necessary adjustments are completed, such as preparing to downgrade product offerings to fit a lower-tier plan.

### Update payment processors while on a Parked Plan

How you update your payment processor depends on which one you use:

* **Stripe or PayPal:** Update your payment settings directly in your Stripe or PayPal account. No plan upgrade needed.
* **Kajabi Payments:** You'll need to upgrade to a paid Kajabi plan to access payment settings in the admin.

Once your changes are complete, you can downgrade back to the Parked Plan. The cost difference is non-refundable, but any remaining balance will be applied as account credits toward future billing.

## Park an account

1. From the Dashboard, open **Settings** from in the bottom left corner.
2. Select **Subscription** **& Billing** under the **Account settings** section.
3. Under **Your subscription**, click **Change plan**.
4. Scroll to the bottom of the page and look for **Need to pause your Kajabi account?**
5. Click **Park account**.

<Note>
  **Note:** If you are unable to see the park option in your plan details, [contact support](/articles/resources/support/how-to-contact-kajabi-support) for assistance.
</Note>

## Reactivate a parked account

To reactivate your parked account and resume building your business with Kajabi:

1. From the Dashboard, open **Settings**.
2. Select **Subscription** **& Billing** under the **Account settings** section.
3. Under **Your subscription**, select a **subscription plan**.

<Note>
  **Note:** Parking your account cancels your current subscription plan. If you're on an annual plan, any remaining months are forfeited and you'll start a new plan upon reactivation. To minimize lost time, park closer to the end of your billing cycle. If you have an active promo or legacy plan, pause before it expires to retain those benefits.
</Note>


# Reactivate a Kajabi account
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-reactivate-your-kajabi-account

Reactivate a cancelled or parked Kajabi account and restore full access to site content.

If your Kajabi account is already cancelled, you can **reactivate** your account and restore full access to your site and content.

## Reactivate an account

1. [**Log in**](https://app.kajabi.com/login) to your Kajabi account using the email address associated with your account.
2. **Navigate to the Reactivation page.** Click the provided button to access the reactivation process or select **Restore my account** from your dashboard options.
3. On the **Choose your plan** screen, select a plan that fits your needs.
4. Follow the instructions to update or confirm your payment method, ensuring all details are accurate.
5. Click **Reactivate** to restore full access to your Kajabi account.

<img alt="Click Reactivate subscription inside Kajabi and follow the steps to reactivate your account" />

<Note>
  **Note:** Your account and site will automatically resume functionality once payment is successful. Your website will go live immediately after reactivation.
</Note>

If you encounter access issues, try logging in with a different browser or verifying your login credentials.

## Restore full functionality after reactivation

To restore full functionality after reactivation:

* **Access your site:** Your site will be accessible via your Kajabi-provided domain (e.g., \[SITENAME].mykajabi.com) until your custom domain is reconnected.
* **Reconnect your custom domain:** Go to your Kajabi domain settings and follow the steps to reconnect your custom domain. Update the DNS settings with your domain provider to point the domain to your Kajabi site.
* **Email services:** If your email services are tied to your custom domain, reconnecting the domain will restore email functionality.

<Warning>
  **Important:** If you are reactivating from a Parked Plan, you will not retain legacy pricing and must choose from the [current available plans](https://www.kajabi.com/pricing). Reach out to [our support team](/articles/resources/support/how-to-contact-kajabi-support) for assistance.
</Warning>

## FAQs

### Need help signing in?

Learn how to [reset your password](/articles/account-settings/my-kajabi/how-to-update-your-password) or your [two-factor authentication](/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa#h_04efce7eb4). If you still need help, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support).


# Update billing details
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-update-billing-details

Update a payment method and billing address for a Kajabi subscription.

Keep your **billing** information up to date to ensure uninterrupted access to your Kajabi account. You can update your payment method and billing address from the Subscription & Billing page in your account settings.

## Update a payment method

1. Go to Settings > **Subscription & Billing**.
2. Click on the **[Billing](https://app.kajabi.com/admin/settings/subscriptions?tab=billing)** tab.
3. Under Billing info, click **Edit details**.
4. Click the 3 dots next to your current payment method > **Edit payment method**.
5. Enter your card details.
6. Click **Save changes**.

<img alt="Click Edit details on the Billing tab to update your payment method in Kajabi" />

<Note>
  **Note:**

  * Kajabi only accepts payment by debit or credit card.
  * If you have an active Kajabi subscription or are trialing, you must have at least one payment method.
  * If you cancel your account and wish to remove your payment method, you can [contact our support team](/articles/resources/support/how-to-contact-kajabi-support).
</Note>

## Update a billing address

1. Go to Settings > **Subscription & Billing**.
2. Click on the **[Billing](https://app.kajabi.com/admin/settings/subscriptions?tab=billing)** tab.
3. Under Billing info, click **Edit details**.
4. Click **Edit business address**.
5. Update your billing address. You can also update your tax type and number ([learn how taxes work](/articles/account-settings/billing/kajabi-subscription-tax-faqs)).


# View Kajabi invoices
Source: https://help.kajabi.com/articles/account-settings/billing/how-to-view-your-invoices

Access upcoming Kajabi subscription billing details and past invoice history

Track upcoming Kajabi subscription payments, the next billing date, the amount due, and view a list of past invoices in your **Subscription & Billing** settings.

## **View upcoming and past invoices**

1. From the Dashboard, click **Settings**.
2. Under **Account Settings**, click **Subscription & Billing**.
3. Click on the [**Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) tab.
4. Under **Your upcoming bill**, your next billing date and amount is displayed. Click **View invoice** to open your upcoming invoice:

<img alt="You can view your upcoming billing date and amount on the billing tab in Kajabi" />

5. Under **Invoices**, you'll see a list your past Kajabi subscription invoices. Click **View** to open the invoice in a new window, and save the page to your device if needed:

<img alt="You can view your invoices on the billing tab in Kajabi" />

<Note>
  **Note:** The Billing tab displays your 10 most recent invoices. If you need access to older invoices, please [contact our support team](https://help.kajabi.com/articles/resources/support/how-to-contact-kajabi-support).
</Note>


# Kajabi subscription tax FAQs
Source: https://help.kajabi.com/articles/account-settings/billing/kajabi-subscription-tax-faqs

Understand how taxes are calculated, applied, and verified on your Kajabi subscription.

Below you will find common questions about **taxes** on your Kajabi subscription, including how tax is calculated and how to enter your tax ID for exemption verification.

## Why am I being charged tax?

Kajabi collects tax based on applicable laws. Kajabi calculates the exact tax for each account and includes it in the invoice.

*All references to tax in this article, as it relates to your Kajabi subscription, refer to applicable sales tax, VAT, or GST.*

## How is tax calculated?

Tax will be calculated based on the billing address listed on your account. Tax rates vary by location. You can find the amount of tax charged on your Kajabi subscription as a separate line item on your monthly invoice.

## What if my organization is exempt from taxes?

Some nonprofit, charitable, religious, scientific, or educational organizations may be exempt from tax.

If you would like to apply for tax exemption, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support) and provide your exemption certificate.

If you have a tax number, you may submit it for verification to become tax exempt.

## How do I enter my tax ID number for verification?

To enter your tax number into Kajabi for validation:

1. Go to **Settings > Subscription & Billing**.
2. Click on the **[Billing](https://app.kajabi.com/admin/settings/subscriptions?tab=billing)** tab.
3. Under Billing info, click **Edit details**.
4. Click **Edit business address**.
5. Enter your tax number. If applicable, change the tax type.
6. Click **Save changes**.

## How do I know if my tax number is verified?

After entering your tax number, the system will display a badge next to your tax number under Billing settings, indicating the status:

* **Verified**: The tax number was successfully verified by external tax authorities and tax exemption has been provided.
* **Pending**: The tax number has been sent to external tax authorities to be validated.
* **Unverified**: The tax number was not able to be verified by external tax authorities.
* **Accepted**: We are unable to verify the tax number for your region but tax exemption has been approved via other criteria.
* **Validated** (for Australian account owners only): Your ABN has been validated. If you are also GST registered you will be tax-exempt. If you are not GST registered your subscription will be subject to tax.
* **Unavailable**: Your current region is not supported for tax exemption regardless of tax number entry. These regions include: Quebec, Mexico, Switzerland, South Africa, Indonesia.

## How can I ensure my tax number will be verified?

After entering your tax number, Kajabi will verify it with the appropriate government databases to validate tax exemption.

Every region has a slightly different tax number format. Be sure to enter your tax number exactly as your government provides it to you.

<Warning>
  **Important:**
  You are responsible for entering your tax number correctly.
</Warning>

### Tax number formats by country

| Country   | Description                                 | Example            |
| --------- | ------------------------------------------- | ------------------ |
| Australia | Australian Business Number (AU ABN)         | 12345678912        |
| Australia | Australian Taxation Office Reference Number | 123456789123       |
| Australia | Goods and Service Tax (GST)                 | 12 345 678 912     |
| Austria   | European VAT number                         | ATU12345678        |
| Belgium   | European VAT number                         | BE0123456789       |
| Brazil    | Brazilian CNPJ number                       | 01.234.456/5432-10 |
| Brazil    | Brazilian CPF number                        | 123.456.789-87     |
| Bulgaria  | Bulgaria Unified Identification Code        | 123456789          |
| Bulgaria  | European VAT number                         | BG123456789        |

## What can I do if my tax number is still not verified?

If your tax number is not verified, double-check that you have entered your tax number in the exact format shown for your country in the table above. If you have confirmed your tax number is in the correct format for your country, we recommend contacting your local tax authority and asking them for confirmation of your tax exemption status.

## Will this impact the fees my customers pay?

No, tax is only applied to your Kajabi subscription. Your customer's pricing will not change.


# Kajabi trial information
Source: https://help.kajabi.com/articles/account-settings/billing/kajabi-trial-information

Understand the Kajabi free trial, including features, limitations, and billing.

Kajabi offers a **free trial** to help you familiarize yourself with the platform's capabilities before committing to a paid subscription. Below you will find frequently asked questions about the trial period, including its features, limitations, cancellation policies, and billing.

## Features and limitations

While Kajabi makes most features available during the free trial, certain functionalities are locked until the account is activated with a paid subscription. These restricted features include:

* Bulk importing contacts
* Setting up a custom email domain
* Editing site-wide email templates (Settings > Email templates)
* Automation actions: Send a certificate, Send a single-use coupon, Grant an offer, Send an email, Register to an event

Despite these limitations, you can still add contacts organically via form submissions and utilize other platform functionalities. If you require access to restricted features immediately, activating a paid subscription is necessary, which will end the trial.

## Cancellation policies and billing

If you cancel your trial before its scheduled end date, you will not be billed, and the authorization hold will not convert into a charge.

## Trial extensions

Kajabi offers a maximum free trial period of 14 days, and extensions are not available once this period ends. If you wish to continue testing the platform after this timeframe, you will need to activate a paid subscription.

## Key points to remember

* **Trial features**: Most features are available, but some are limited, such as bulk contact importing and custom email setup.
* **Cancellation**: Cancel your trial before its expiration to avoid any charges.
* **Duration**: Trials run for 14 days, with no possibility of extension.

## Activate a trial

You may activate your account at any time during your trial period to start using all the features included in your Kajabi plan.

1. Click on **Settings** from the Dashboard
2. Select **Subscription & Billing**
   1. The date your trial automatically ends is listed in the banner at the top of this page
3. Click **Change Plan** to choose the Kajabi plan you would like to immediately activate.

<Frame>
  <img alt="Screenshot 2026 06 03 At 9 50 31 PM" />
</Frame>


# Manage subscription
Source: https://help.kajabi.com/articles/account-settings/billing/manage-your-subscription

Update a Kajabi plan, view usage, increase feature limits, and manage add-ons.

Your Kajabi **subscription** settings give you full control over your plan, usage limits, and paid extras. From one central location, you can upgrade or downgrade your plan, monitor feature usage, purchase additional capacity, and manage add-ons.

## Change a plan

1. Open [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=overview).
2. Click **Change plan**.
3. Review the available subscription plans and complete the in-app instructions to upgrade or downgrade your account.

<div>
  <iframe />
</div>

Depending on which plan you choose, you'll either be charged a prorated amount and immediately gain access to all features of the new plan, or the change will take effect at the end of your current billing cycle.

## Plan usage

You can view your plan usage by going to [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=overview) and look at the **Plan usage** section.

<img alt="Plan usage section" />

<Note>
  **Note:** You cannot downgrade your current plan to a lower plan if your current plan usage exceeds the new plan limits. If you intend to downgrade, please remove the extra features first to ensure you will meet the limits of the plan you wish to downgrade to.
</Note>

## Feature limit increases

Need more features (e.g., products, contacts) but not enough to upgrade to the next plan? Manage your paid extras and increase (or decrease) your feature limit to fit your business needs.

### View plan usage

1. Open [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions).
2. Scroll down to see the **Plan usage** section.

<Note>
  **Note:** The **Extra admin users** usage on this page doesn't include the owner of the Kajabi account.
</Note>

### Increase a feature limit

1. Open the [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=overview).
2. Click **Increase Limit** for the feature you wish to increase.

<img alt="Feature limit increases" />

<Note>
  **Note:** The option to increase your limit will appear when you reach 80% of your limit. Your feature limits are determined by your subscription plan and can be viewed in the Plan Usage section of your Subscription tab in Settings.
</Note>

Your feature limit increase will align with your subscription plan payments:

* If you have purchased an annual plan, your feature limit increase will be charged on an annual basis.
* If you have purchased a monthly plan, your feature limit increase will be charged on a monthly basis.
* However, if you wish to pay on a split cadence (e.g., Base Plan is Annual and your feature limit increase charged monthly), you will need to contact [our support team](/articles/resources/support/how-to-contact-kajabi-support).

After purchasing an increase, your Paid Extras page will display the features you have increased.

<img alt="Paid extras page" />

### Feature limit increase pricing

| Feature                                                                                                        | Increment | Price/mo |
| -------------------------------------------------------------------------------------------------------------- | --------- | -------- |
| **Products**                                                                                                   | 10        | \$50 USD |
| **Contacts**                                                                                                   | 5,000     | \$25 USD |
| **Website**                                                                                                    | 1         | \$49 USD |
| **Admin Users**                                                                                                | 1         | \$5 USD  |
| **Funnels**                                                                                                    | 10        | \$10 USD |
| [AI Credits](https://help.kajabi.com/articles/account-settings/billing/ai-credits#purchase-additional-credits) | 500       | \$15 USD |

### Edit a feature limit

1. Open the [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=overview).
2. Click **Edit limit increase** for the feature you wish to edit.

<Note>
  **Note:** Decreasing a feature limit is only available if you have not used your increased limit. After using your additional features you will need to contact our support team if you wish to decrease your limit. Removing a feature limit increase will be treated as a scheduled downgrade and will be removed at the end of the current billing cycle.
</Note>

## Add-ons

Kajabi helps you scale your business with our all-in-one system. However, we know that your business is unique to you and your niche, so your needs may vary. That is why we have developed Kajabi Add-Ons to help you grow your business, but only if you need them.

The following add-ons are currently available:

* [Creator Studio](/articles/marketing/creator-studio/creator-studio) - Repurpose your existing content into 40+ types of marketing content.
* [Website Widgets](/articles/website/pages/how-to-add-a-website-widget-to-your-page) - Quickly add a large variety of functionality to your website and landing pages to increase user engagement (no code required).
* [Branded Mobile App](/articles/mobile-apps/branded-app/kajabi-branded-app-overview) - Create a white-labeled mobile app that is customized to your brand and pre-loaded with your Kajabi courses and community.

### Upgrade an add-on

#### Creator Studio

Creator Studio repurposes your existing content into 40+ types of marketing content for your end-to-end marketing funnel, including social media clips, blog posts, emails, landing page copy, and more. You can create unlimited content from 1 project per month for free.

To create more projects, upgrade to Creator Studio Basic or Creator Studio Premium.

#### Website Widgets

The website widget Free tier allows you to add 1 website widget to 1 page in your Kajabi account free of any extra cost (i.e. if you have multiple sites in your account, you'll only be able to add a widget to 1 page of 1 site for free).

Adding more than 1 website widget in your Kajabi account will be subject to an additional cost outside of your base plan fee. Multiple paid tier levels are available for you to choose from so you can pick the add-on plan that best fits your business.

Upgrade your widget tier level any time inside the widget library.

#### Branded Mobile App

Branded Apps are mobile course apps customized with your own branding, built and maintained for you by Kajabi.

You can add one Branded App with the Community feature to any Kajabi plan for an additional \$199/month above your base plan cost.

You can sign up for the Branded App at any time from the Branded App tab in your Kajabi account. [Learn more about the Branded App](https://kajabi.com/features/branded-app).

### Remove an add-on

You can manage and cancel your add-ons directly in your account from the [Paid Extras](https://app.kajabi.com/admin/settings/subscriptions/paid_extras) page:

1. From the Kajabi Dashboard, click **Settings** → **Subscription**.
2. Click on the **Paid Extras** tab.
3. Locate the add-on you'd like to cancel (such as **BMA** or **Widgets**).
4. Click the **three dots (…)** next to the add-on.

<img alt="Cancel add-on menu" />

5. Select **Cancel Add-On**.
6. In the pop-up window, select a **reason** for cancellation.

<img alt="Cancellation reason selection" />

7. Confirm the cancellation.

Your add-on will be canceled, and the change will be reflected in your account.

If you would like to downgrade your add-on, you can contact [our support team](/articles/resources/support/how-to-contact-kajabi-support).

## Manage paid extras

To manage your Kajabi Paid Extras:

1. Open the [**Settings > Subscription & Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=overview).
2. Click on **Manage paid extras**.

<div>
  <iframe />
</div>


# Manage subscriptions and refunds as a course member
Source: https://help.kajabi.com/articles/account-settings/billing/managing-subscriptions-refunds-and-payment-details-as-a-member-of-a-course-on-kajabi

Manage your subscription, request refunds, or update payment details as a course member on Kajabi.

Kajabi supports many independent site owners in hosting courses and content. However, managing subscriptions, refunds, or removing payment details on Kajabi as a course member requires knowing the correct process.

## Kajabi's role in subscription management

Kajabi acts as a platform for independent course creators and site owners. As such, our support team assists with platform-related issues but does not manage subscriptions, accounts, or billing for specific courses or websites hosted by independent site owners. To address these issues, you are required to contact the site owner or administrator directly.

## Canceling a subscription hosted by an independent site

If you would like to cancel a subscription for a course or program hosted on Kajabi:

1. Identify the site owner or administrator by locating their support email. This information is typically available in:
   * The welcome email sent when you signed up
   * Purchase confirmation or offer-grant emails
2. Contact the site owner via their support email or the Contact Us page on their website.
3. Request the cancellation and confirm any applicable cancellation policies.

Kajabi cannot access or cancel these subscriptions directly.

## Requesting a refund

Refund requests for courses or memberships hosted on Kajabi require reaching out to the site owner directly. Use contact details provided in the confirmation or welcome email or visit their website's Contact Us page. Independent site owners manage their billing and payment systems; our support team does not process refunds for user purchases.


# Resolve unexpected charges or duplicate invoices during a trial
Source: https://help.kajabi.com/articles/account-settings/billing/why-am-i-seeing-unexpected-charges-holds-or-duplicate-invoices-during-my-kajabi-trial

Identify and resolve authorization holds, duplicate charges, or unexpected invoices during a Kajabi trial.

Unexpected charges or duplicate invoices can understandably cause confusion during your Kajabi trial. These scenarios often occur due to **authorization holds**, subscription plan changes, or billing system behavior under specific circumstances. Below you will find the common reasons behind these occurrences, what they mean, and how to address them.

To avoid unexpected charges, it is essential to understand Kajabi's free trial policies. Charges during or after the trial can often be prevented by taking proactive steps, such as canceling the trial before it ends or carefully reviewing plan changes.

## Authorization holds vs. actual charges

When starting a Kajabi trial, your bank may place temporary authorization holds to verify your payment method.

These holds are a standard banking practice and are not unique to Kajabi. They ensure that the payment method is valid and capable of processing future transactions. Authorization holds:

* Are not actual charges
* Appear as pending transactions
* Automatically drop off based on your bank's processing time

For example, if you saw a \$149 or \$89 charge during the trial, it's likely an authorization hold rather than a final charge. Authorization holds are reversed without debiting your account once the verification is complete. If the trial signup does not proceed properly, you can create a new account to retry the process.

## Duplicate charges and multiple invoices

Duplicate charges can occur due to:

* Previous failed billing attempts being retried and successfully processed
* Multiple invoices becoming due simultaneously, such as a past-due invoice alongside the current renewal charge

For example, you may see two similar charges (e.g., \$199), which reflect the collection of both unpaid and new invoices. Updating your payment details or the billing cycle running could trigger this.

## Review and resolve charges

To better understand the charges posted to your account:

1. Access your account's billing information. Click your name in the top right corner, and select **Account Settings**. Then, select the **Billing** tab. This shows details of all invoices and the reasons behind them.
2. For authorization holds, contact your bank to confirm the processing timeline.
3. For duplicate or unexpected charges, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support) with your account details for specific clarifications and assistance.


# Understand the $149 hold during a free trial
Source: https://help.kajabi.com/articles/account-settings/billing/why-do-i-see-a-149-charge-after-signing-up-for-a-free-trial

Explains the temporary $149 authorization hold placed on your card during a Kajabi free trial.

When you sign up for a free trial on Kajabi, a \$149 **authorization hold** is placed on your card to validate your payment method. This hold confirms that the card works as expected and helps prevent fraudulent payment methods from being used.

This is not a charge; the hold will be immediately reversed when the validation on the card succeeds.

If the card is found invalid or has insufficient funds, the Kajabi account will not be created. You will need to use a valid form of payment with sufficient funds to create your Kajabi account.


# Protect an online business
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/best-practices-for-protecting-your-online-business

Adopt security best practices to keep your Kajabi account and online business safe.

Running an online business means taking security seriously. The practices below cover essential steps — from password management to safe browsing — that reduce the risk of unauthorized access and data loss.

## Protecting your business

In today's world, the internet has become the wild west. That's why we want to help you protect your business by sharing a few best practices that you can put in place today.

### Protect your data

While on your Kajabi account, be sure to enable anti-virus (Windows Defender, etc.) and configure your firewall on your personal machine. Avoid sharing any personally identifiable information (i.e., social security number, credit card) on Kajabi or in any email message, phone call, text message, or instant message.

### Install anti-malware and update OS software

Software can occasionally include bugs or vulnerabilities (errors in software code that could create holes in a computer or network's defenses) that allow someone to potentially monitor or control the electronic devices you use for your Kajabi account. To limit these vulnerabilities, it's important to keep your device(s) up to date.

### Password complexity

At Kajabi, we take account security seriously. That is why we require your password to be at least 10 characters long. Password Complexity means that a password must include at least 10 characters and use a combination of uppercase and lowercase letters, numbers, and special characters (e.g., !?\$).

<Note>
  **Note:**
  It's important to remember that our support team will never ask for your password. If you are contacted to provide your password for any reason, we recommend resetting your password.
</Note>

### Be wary of unknown emails and links

Clicking on a suspicious link could potentially result in a security breach. Phishing can lead to identity theft. While on your Kajabi account, never include personal and sensitive information in an email message or on your public website.

### Back up important information

Good practice is to regularly backup all your data from your Kajabi account (contacts, etc.). This will be helpful in the event your electronic device is compromised or your system hard-drive crashes (i.e., word documents, financial files, all other data stored on your computer and in the cloud). Important data should be backed up at least once a week.

### Browser warnings and smart online shopping

Ensure that your custom domain on Kajabi forces SSL usage.

### Only connect to your Kajabi account via secure WiFi and log off public computers

Do not use public WiFi while on your Kajabi account (or any account with sensitive information, like your bank account). Your data is vulnerable to being intercepted. Wait until you've returned home. If you're in public, we recommend using a VPN or mobile hotspot that you maintain.


# Change account details
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/change-your-account-details

Update account details including name, email, avatar, and more.

**Account details** control your name, email address, avatar, social profile, and API credentials. You can update these settings at any time from the Account Settings page.

<div>
  <iframe />
</div>

## Update account details

1. Open the **User Menu** by clicking your Avatar in the upper-right corner of your Dashboard.
2. Select **Account Settings**.

<div>
  <iframe />
</div>

## Details

Update your account details:

* Change your **Name**
* Locate your **Account ID**
* Update your **Email** address
* Add your **Affiliate PayPal email**
* Add your **Phone number**
* Change your **Time zone**
* Upload an image for your **Avatar** to be displayed on your site

### Email

The email address used to log into your Kajabi Account. Update your email in your account details to change the email associated with your Kajabi Account.

<Note>
  **Note:** If you receive an error that the email address **has already been taken**, it means that the email is already associated with another Kajabi account.

  Many email providers allow you to add a "+" and any word or number to the email (e.g., [example+kajabi@example.com](mailto:example+kajabi@example.com)), including Gmail, Outlook.com, and Yahoo. In this case, you will still receive email notifications at that email address. However, if their email provider doesn't support this, you will need to enter a different email address.
</Note>

### Affiliate PayPal email

The **Affiliate PayPal email** is the destination for your Kajabi Partner Program payouts, including both Starter-tier bounties and recurring commission earned at your partner tier's rate.

Learn to [become a Kajabi Partner](/articles/resources/kajabi-partner-program/how-to-become-a-kajabi-partner) for details.

### Avatar

The Avatar image houses the User Menu dropdown on the dashboard and will only be visible:

* In your Community product(s) if you make a comment
* As a logged-in user on your Design tab pages
* As a logged-in user on your custom Pages if a User Menu section is added to the Header

Customers logged into your site will see either their own uploaded Avatar image or else a default placeholder image. If your customer(s) wish to update their Avatar image, read [How Your Customers Can Update Their Information](/articles/contacts/manage-your-contacts/customer-update-of-customer-settings) for details.

## Social profile

Customize the information displayed publicly in your communities:

* Bio
* Location

Your Social Profile will appear in your Community when visitors hover over your Avatar.

<div>
  <iframe />
</div>

## Appearance

In the **Appearance** section, you have the option to enable **Dark mode** for your Kajabi account. Enabling Dark mode will only update your admin interface; it will not update the interface for any of your Account Users.

## API credentials

API Keys are commonly used to integrate two applications. Locate your API Credentials at the bottom of your Account Details.

With Kajabi, the API Key and API Secret are commonly used with integrations created with Zapier.

Learn [How to Use Zapier with Kajabi](/articles/api-integrations/zapier/use-zapier-with-kajabi) for details.


# Change a site language
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/change-your-site-language

Configure Language Settings to automatically translate auto-generated text on a Kajabi site.

Kajabi supports multiple languages for auto-generated text across your site, such as checkout forms, customer settings, and success messages. Content in custom text blocks must be translated manually.

## Set your language settings

Configure your Language Settings to auto-translate the automated text on your site.

With Kajabi, you can change your Language Settings to:

* Danish
* German
* English
* Spanish
* Finnish
* French
* Hungarian
* Italian
* Japanese
* Dutch
* Norwegian
* Polish
* Portuguese
* Russian
* Swedish
* Turkish

### Auto-translate automated text

1. From the Dashboard, click **Settings.**
2. Click **Site Details**.
3. Select your preferred language from the **Language** dropdown menu.
4. Click **Save** to keep your changes.

<Note>
  **Note:** [Custom text blocks](https://help.kajabi.com/articles/website/pages/how-to-add-a-text-block-to-your-page) on your site pages are not automated text and will not auto-translate when you change your Language Settings. To translate custom text blocks, manually update the content in each block to your preferred language.
</Note>

<Tip>
  **Tip:** If your audience speaks multiple languages, create separate [landing pages](https://help.kajabi.com/articles/website/pages/landing-page-templates-overview) for each language and manually translate the custom text blocks on each page.
</Tip>

## Automatic translations

Changing your Language Settings will automatically translate the automated text throughout your site.

**Looking to update the customizable text on your Course Product (e.g. course completion message)?**

Build your Course Product to fit your language and brand by customizing your Product template. [Learn more](/articles/products/courses/course-templates)

<Tip>
  **Tip:** System-generated emails can be translated from the **Email Templates** section under your **Settings** tab. Learn to [edit the automated emails sent by your site](/articles/account-settings/notifications/edit-automated-email-notifications).
</Tip>

### Updating Language Settings for a site will translate

#### Checkout settings

Checkout settings refers to any text in a Checkout Page that is directly related to Checkout. In other words, the form text in the Checkout Page:

<img alt="Checkout form text" />

#### Customer settings

This refers to the Settings in your user's own account. They get here by clicking the Avatar that lives in the top right corner of the page:

<img alt="Customer settings avatar" />

Terms such as "Purchased, Granted, Offer, and Product" aren't currently translated, but all other fields and directions are:

<img alt="Customer settings page" />

#### Success/Alert messages

These are popup messages that appear after a successful purchase:

<img alt="Success message popup" />


# Navigate the Dashboard
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/dashboard-explained

Navigate the Kajabi Dashboard, the home base for managing a business.

The **Dashboard** is your home base — the first screen you see each time you log into your Kajabi account. From here, you can view a brief overview of your analytics, customize the metrics on display, and access additional resources.

After creating your Kajabi Account, learn the basics of Kajabi by completing the checklist directly below your Metrics.

Want to refer back to your checklist later? Simply navigate back to your Dashboard by clicking on the Kajabi logo in the top left corner.

<Tip>
  **Tip:**
  Keep an eye on your Dashboard's sidebar for announcements such as updates, scheduled maintenance, and more.
</Tip>

## Customize metrics

The data displayed on your dashboard can be filtered by date. Use the drop-down range menu to view the last 30 days, last 7 days, or the last 24 hours of stats.

<img alt="Date range filter" />

Want to view different metrics on your dashboard? You can customize which 4 metrics you want to view on your dashboard at all times.

To customize your dashboard metrics:

1. From your dashboard, click the **Customize metrics** button.
2. You can display up to four metrics at a time. If you have selected four and want to add a new one, you must **unselect** an existing metric before activating a new metric.
3. Choose which four metrics you wish to be displayed on your dashboard.
4. Click **Save metrics** to save your changes.

<div>
  <iframe />
</div>

For more information about these metrics, refer to the [Analytics Reports article](/articles/analytics/analytics-reports).

## Dashboard alerts

Stay on top of important account issues with these key alerts that may appear on your Kajabi dashboard homepage to notify you of payment-related matters requiring your attention:

* **Failed Payout Needing Review** - Your payout failed and requires your attention to resolve the issue and ensure you receive your earnings.
* **Additional Information Required for Payment Account** - Your Kajabi Payments account needs updated or additional information to continue processing transactions smoothly.
* **Disputes Requiring Response** - Customers have disputed charges, and immediate action is needed to respond to and resolve payment disputes.
* **Failed Payments Needing Review** - This shows the count of customer payments that have failed within the last 30 days and need your review.

## Additional resources

Below your Metrics, you can access additional resources and view the latest product updates to learn how to use Kajabi to accomplish your vision for your business.

View additional resources under the **Get more out of Kajabi** heading to join the Kajabi Community, access Kajabi University, or check out Kajabi Experts.

<img alt="Additional resources section" />


# Email verification FAQs
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/email-verification-faqs

Understand email verification requirements for Kajabi accounts.

To ensure the legitimacy of newly created Kajabi accounts, all Kajabi accounts require verification via email once the trial period has begun.

### Does this affect pre-existing accounts?

Email verification affects accounts created after April 1st, 2021. It will not affect previously created accounts.

### What if I need to change my account email? Will the email need to be verified?

Yes, changing an account email will prompt the verification again.

#### Why am I being asked to verify my email on an existing account?

Kajabi may prompt you to verify your email again if your account has been inactive for an extended period. This is separate from the initial verification required for accounts created after April 1, 2021.

If you are seeing this prompt and you have not recently changed your account email address, check the following:

1. Search your inbox for an email with the subject line **Please verify your email address on Kajabi**.
2. Check your spam, junk, and promotions folders if you do not see the email in your inbox.
3. If you cannot locate the email, go to the Kajabi login page and click **Didn't receive confirmation instructions?**
4. Enter your email address and click **Resend confirmation instructions**.
5. Open the email and click **Verify your email** within 24 hours. The link is single-use and expires after 24 hours.

<Note>
  **Note:** If you still do not receive the verification email after requesting it, contact Kajabi Support at [support@kajabi.com](mailto:support@kajabi.com), so a team member can investigate your account directly.
</Note>

### What about additional users - will their email addresses need to be verified?

No, only the account owner needs to verify the account email address.

## Verify an email address

If you're required to verify your email, you'll receive an email from Kajabi titled "Confirmation instructions" with a link to verify your email.

1. Open your email inbox with the email that requires verification.
2. Locate and open **Confirmation instructions** from Kajabi.
3. Then, click **Verify your email** to complete the verification process.

<img alt="Verify your email button" />

<Note>
  **Note:** The link expires 24 hours after you receive the email. If you did not receive the email, search your inbox for the subject line **Please verify your email address on Kajabi** and check your spam or junk folder. If you still cannot find it, click **Didn't receive confirmation instructions?** On the login page, enter your email, and click **Resend confirmation instructions**.
</Note>


# Regain access to a Kajabi account
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/how-can-i-regain-access-to-my-kajabi-account-or-resolve-access-related-issues

Resolve common access issues with a Kajabi account.

Access issues typically stem from account configurations, subscription statuses, or login credentials. The scenarios below cover common causes and troubleshooting steps to restore access effectively.

## Common scenarios and solutions

### General login and account access issues

* **Blocked Page During Login:** If you encounter a blocked page when accessing your Kajabi account, ensure you are using the correct login credentials. Blocks may occur due to incorrect login attempts. Reset your password if necessary to regain access.
* **Password Reset Troubleshooting:** If you've parked your account and can't log in, confirm that you submitted a password reset request correctly. If the reset email doesn't arrive, retry the request; the issue may resolve itself after submission.

### Subscription and payment-related issues

* **Access After Parking the Account:** A parked account requires a monthly parking fee to remain active. If there were issues with the payment (e.g., insufficient funds), update your card details and confirm the payment was processed to restore access.
* **Cancellation and Prepaid Periods:** Full cancellations end both the subscription and any prepaid periods. Reactivation requires starting a new subscription, so consider pausing or parking your account instead if you need access during the prepaid term.

### Course access and enrollment issues

* **Course Not Visible in the Kajabi App:** If a newly purchased course doesn't appear, use these troubleshooting steps:
  * Go to Settings in the Kajabi app and select "Reset app."
  * Log out and log back in to resync your content.
* If the problem persists, further investigation may be required.
* **Using Kajabi App vs. Website:** Some users confuse the app and website access. The app allows users to view enrolled courses but doesn't handle admin functions. Admins should use the website for full functionality.


# Unblock a Kajabi account
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/how-to-unblock-your-kajabi-account

Confirm an IP address and unblock an account after suspicious activity detection.

Kajabi may block account access when suspicious activity is detected, such as repeated failed login attempts or bot activity. Confirm your IP address and unblock the account to regain access.

## Why did I receive this notification?

If you have received a notification stating that suspicious activity has been detected in your Kajabi ID account, then suspicious login attempts, too many login attempts with an incorrect password, or bot activity may have been detected by Kajabi.

We mean business when it comes to your site security and we want to make sure that only you and your authorized administrators can access your account. [Learn best practices for protecting your online business](/articles/account-settings/my-kajabi/best-practices-for-protecting-your-online-business).

If you receive this email and are attempting to log in you will be required to confirm your IP address by clicking the **Unblock** button in the email received:

<img alt="Blocked access attempt email" />

<Note>
  **Note:**
  This email notification will come from a third-party, not an "@kajabi.com" email address.
</Note>

## Unblock the account

1. Open the email with the subject line, "Account Blocked", warning you of suspicious activity.
2. Review the IP address mentioned in the email.
3. Confirm that it matches your IP address.
4. Select **UNBLOCK** to confirm.

<img alt="Unblock button in email" />

Then, you will be redirected to the confirmation page after successfully unblocking your account:

<img alt="Unblock confirmation page" />

After unblocking your account, you may log into your account.

If your account remains blocked, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support) for additional assistance.


# Update a password
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/how-to-update-your-password

Update or reset a Kajabi account password.

You can reset a forgotten password from the login page or change an existing password from within your Kajabi account settings.

## Update a password

If you forgot the password to your Kajabi account:

1. Go to the [Kajabi homepage > Login > Forgot your password?](https://app.kajabi.com/password/new)
2. Enter the email address of your Kajabi account.
3. Click **Reset Password**.
4. Check your email inbox for an email containing a password reset link and click it.
5. Enter a new password and confirm the new password. Then, click **Change my password**.

You can also update your password inside your Kajabi account:

1. In Kajabi, go to [Settings > Sign in & security](https://app.kajabi.com/admin/settings/security).
2. Click **Change password**.
3. Enter a new password and confirm the new password. Then, click **Change my password**.

Your password must be at least 10 characters using a combination of uppercase and lowercase letters, numbers, and special characters.

<Note>
  **Note:**
  If you're a customer of a website using Kajabi (e.g., you bought a course, you're a member of a community), then you will need to reset your password on that website's login page. If you're having trouble, contact the owner or support team of that website.
</Note>

## FAQs

### Why didn't I receive the password reset email?

If you didn't receive the password email:

* The email may be in your spam or junk folder.
* Try searching your inbox for the subject line "Instructions to reset your Kajabi password"
* You may have mistyped or entered the wrong email address. Try sending the password reset email again or use a different email.
  * If you have multiple email addresses, it may help to search your inboxes for emails you've received from us before (search "Kajabi") to see what email is used for your account.

If you're still having trouble resetting your password, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support). To help them locate your account, provide these details:

* Your full name
* Your Kajabi website URL
* A list of email addresses you use frequently

### Why isn't the password reset link working?

If your password reset link isn't working, the link may have expired. This happens after 6 hours. You may see an error saying the reset password token is invalid. Try resetting your password again.

If you've tried resetting your password multiple times, it's possible you are using a link from an old email. Delete all previous password reset emails from your email inbox, then try resetting your password again.

### Why does it say my password is expired?

When logging in to your Kajabi account, you may see an error message "your password is expired." Your password can expire for security reasons if you haven't logged in to your account after a long time. You will receive an email to reset your password.


# Log in with Google
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/log-in-with-google

Use Google to sign into a Kajabi account.

**Google sign-in** lets you log in without managing a separate password. You can connect Google to an existing account.

## Connect Google to a Kajabi account

To connect Google to your existing Kajabi account:

1. Go to [**Settings > Sign in & security**](https://app.kajabi.com/admin/settings/security).
2. In the Social Accounts section, click **Connect to Google**.
3. Enter your Kajabi password to verify your identity.
4. Select the Google account you wish to connect to Kajabi.

<div>
  <iframe />
</div>

## Log in with Google

1. Open the [Kajabi login page](https://app.kajabi.com/login).
2. Click **Continue with Google**.

<img alt="Google SSO login button" />

## Disconnect a Google account

To disconnect Google from your existing Kajabi account:

1. Go to [**Settings > Sign in & security**](https://app.kajabi.com/admin/settings/security).
2. In the Social Accounts section, click **Disconnect** next to Google.
3. Enter your Kajabi password to verify your identity.


# Manage two-factor authentication (2FA)
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa

How to manage two-factor authentication for a Kajabi account.

<div>
  <iframe />
</div>

**Multi-Factor Authentication** (MFA), also known as **two-factor authentication** (2FA), is a mandatory security feature on Kajabi accounts. As this authentication method is essential for ensuring the safety and integrity of user accounts, it cannot be disabled under any circumstances.

MFA adds an additional layer of security by requiring a verification code in addition to your password when logging in. The code is sent via SMS or generated by your authenticator app. The importance of MFA lies in reducing the risks of account breaches caused by compromised passwords, ensuring that your personal and business information remains secure.

MFA enforcement depends on your account's security settings - it may be required. Even if it isn't, enabling it is strongly recommended to help protect your account.

<Note>
  **Note:** MFA is only available for Kajabi account owners or users. It's not currently available for customers of websites powered by Kajabi.
</Note>

### Share account access by adding account users

Kajabi allows you to securely collaborate with others by adding them as [**Account Users**](/articles/account-settings/users/account-users). This means that your team members can have individual logins, eliminating the need to share your credentials or MFA codes. By assigning each user a unique login, access to your account is streamlined and secure, reducing the risk of any login complications.

## Set up two-factor authentication (2FA)

1. On the top-right, click your **Name**.
2. Click **Account settings**.
3. On the left sidebar, click **Sign In & Security**.
4. In the two-factor authentication section, click **Set up 2FA**.
5. Click **Log out and continue**.
6. Sign in to Kajabi.
7. Choose one of the following authentication methods and follow the steps listed in the sections below:
   * **Google Authenticator or similar authentication apps**
   * **SMS**

<img alt="Set up 2FA button" />

## Add Kajabi to an authenticator app

### Google Authenticator or similar authentication apps

1. If you do not have an authenticator app on your mobile device already, download one. Here are some free options:
   * Google Authenticator ([iOS](https://apps.apple.com/us/app/google-authenticator/id388497605), [Android](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2\&hl=en_US))
   * Microsoft Authenticator ([iOS](https://apps.apple.com/us/app/microsoft-authenticator/id983156458), [Android](https://play.google.com/store/apps/details?id=com.azure.authenticator\&hl=en_US))
   * Ente ([iOS](https://apps.apple.com/us/app/ente-auth-2fa-authenticator/id6444121398), [Android](https://play.google.com/store/apps/details?id=io.ente.auth))
   * 2FAS ([iOS](https://apps.apple.com/us/app/2fa-authenticator-2fas/id1217793794), [Android](https://play.google.com/store/apps/details?id=com.twofasapp))
2. To add Kajabi to your authenticator app, scan the **QR code**.
   * Alternatively, you can click **Trouble Scanning?** to get a code that you can enter manually into the app.
3. Enter the **one-time code** from your authenticator app and click **Continue**.
4. Store your **recovery code** somewhere safe—use this code to log in to your account if you lose access to your authenticator app.

### SMS authentication

<Note>
  **Note:** SMS is not available in all countries.
</Note>

1. If necessary, select the **Country** related to your phone number.
2. Enter your **Phone Number** (without the country code) and click **Continue**.
3. An SMS will be sent to your phone number. Enter the 6-digit code and click **Continue**.
   * If you don't receive the code, confirm your phone number is correct and click **Resend**.
4. A **recovery code** will display. It's very important to store this code somewhere safe—use this code to log in to your account if you lose access to your authenticator app. After storing this code, check the box "I have safely recorded this code" and click **Sign in**.

<img alt="SMS 2FA setup" />

<Note>
  **Note:** If you enter an incorrect phone number multiple times, you must wait at least 10 minutes before trying again.
</Note>

## Disable 2FA

1. On the top-right of the Kajabi app, click your **Name**.
2. Click **Account settings**.
3. On the left sidebar, click **Sign In & Security**.
4. In the two-factor authentication section, click **Disable**.
5. Enter your Kajabi password and click **Confirm**.

<img alt="Disable 2FA" />

<Note>
  **Note:** Depending on your account, you may not be able to disable 2FA.
</Note>

## Access, reset, or change a 2FA method

### Use a recovery code

When you set up 2FA, you will be shown a recovery code. If you lose access to your authenticator app or phone number later, you can use this recovery code to sign in.

1. Sign in to Kajabi.
2. When asked for your 2FA code, click **Try another method** (this also may be worded as **Use recovery code**).
3. Click **Recovery code**.
4. Enter your recovery code and click **Sign in**.
5. A new **recovery code** will display. Store this code somewhere safe. You can use this code to log in to your account if you lose access to an authentication method. After storing this code, check the box "I have safely recorded this code" and click **Continue**.

<img alt="Use recovery code" />

### How to reset 2FA

1. On the [login page](https://app.kajabi.com/login), enter your email and password. Then, click **Sign in**.
2. Under the "Try another method" button, click **Reset code**.
3. A 6-digit code will be sent to your email. This code expires in 10 minutes. Enter the code and click **Verify**. If necessary, you can click **Resend code**.  \[SEE SCREENSHOT]
   1. Email subject: Your Kajabi verification code
   2. Email sender: [support@m.kajabimail.net](mailto:support@m.kajabimail.net)
4. After entering the verification code correctly, you'll be brought to the login page. Enter your email and password. Then, click **Sign in**.
5. You can now choose a new 2FA method.

<Frame>
  <img alt="Reset2fa" title="Reset2fa" />
</Frame>

### Change your 2FA method

1. On the top-right of the Kajabi app, click your **Name**.
2. Click **Account settings**.
3. On the left sidebar, click **Sign In & Security**.
4. In the two-factor authentication section, click **Change**.
5. Enter your Kajabi password and click **Confirm**.
6. Click **Log out and continue**.
7. After signing in to Kajabi, you can choose a new 2FA method.

<img alt="Change 2FA method" />

## FAQs

### Can I temporarily disable MFA or 2FA?

No, MFA/2FA cannot be temporarily or permanently disabled. Only through resetting MFA for account recovery purposes can it be temporarily removed, and it must be set up again immediately afterward.

### Can Kajabi permanently disable MFA for an account?

No, Kajabi does not offer an option to permanently disable or remove MFA. All accounts must have MFA enabled at all times for security purposes.

### What should I do if I need to change my email address associated with the account?

Avoid trying to bypass MFA as it cannot be disabled for such changes. Instead, ensure your contact information is up to date and accessible to complete the process smoothly.

### How do I reset my verification?

To reset your MFA, select **Reset code** located under the Sign in button.


# Manage Kajabi sites
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/sites-explained

Add a single Kajabi website or configure multiple sites within an account.

<div>
  <iframe />
</div>

A **site** is a branded hub where all your Kajabi content lives — Website Pages, Blog, Product library (e.g., Courses, Community), Checkout Pages, and customer login.

Each Kajabi plan comes with at least 1 site. Depending on your plan, you may be able to have multiple sites within your account. You can also [add additional sites](/articles/account-settings/billing/manage-your-subscription), regardless of your plan.

Each site is independent of each other. In part, this means that your Products, Pages, Contacts, and Settings are not shared between sites.

<Note>
  **Note:** Your plan usage is shared among all sites in your account.\
  \
  Sites cannot be moved to different Kajabi accounts.\
  \
  Multiple sites within one account are not meant to be created for other people or businesses you do not own.
</Note>

## Add a site

1. From the Dashboard, click the **site name** in the top-left.
2. Select [**Manage sites**](https://app.kajabi.com/admin/sites).

<img alt="Manage Kajabi Sites 1" title="Manage Kajabi Sites 1" />

3. Click **Add site**.

<img alt="Add site button" />

4. Enter site details, including:

* **Title** (Site name)
* **Support email**
* **Support phone number**
* **Language -** English is default
* **Text direction** - Left-to-right is default

4. Click **Save** to add the site.

## Edit site details

There are several sections of site details you may edit: [General,](/articles/account-settings/my-kajabi/sites-explained#general-details) [Homepage](/articles/account-settings/my-kajabi/sites-explained#homepage), [Instructor](/articles/account-settings/my-kajabi/sites-explained#instructor), [Page scripts](/articles/account-settings/my-kajabi/sites-explained#page-scripts), [SEO and social sharing](/articles/account-settings/my-kajabi/sites-explained#seo-and-social-sharing), and [Kajabi branding](/articles/account-settings/my-kajabi/sites-explained#kajabi-branding).

### General details

1. From the Dashboard, go to **Settings**.
2. Under **Site settings**, click [**Site details**](https://app.kajabi.com/admin/last_site/edit/site-details).
3. Under **General**, you can edit any initially entered details as needed, as well as the site **Subdomain,** and the **Default Currency**.

<img alt="Site details settings" />

### Homepage

1. Under Homepage, select one of the following options:
   * Show the Store
   * Show the Library - Users are prompted to sign in
   * Show a Newsletter - Choose from any of your created Newsletters
   * Show a Landing Page - Choose from pages listed under Website > Landing Pages
   * Show the Template Home Page - Shows the Home page in Website > Website Pages

<img alt="Homepage settings" />

### Instructor

Add information for the default instructor for all of your products.

1. Enter the instructor's **Name**, **Title**, and a short **Bio**.
   <Note>
     **Note:** This information will only be displayed for courses with Premier, Prosper, or Creative installed if linked to your Instructor Bio Site settings.
   </Note>
2. You can customize the Instructor block on **Course templates**.\
   [Learn how to add or update instructor information](/articles/products/courses/how-to-add-and-update-your-instructor-information).

<img alt="Instructor settings" />

### Page scripts

Code you enter in the **Header Page Scripts** field is placed in the `<head>` section of every page on your site. This includes products, lessons, and pages. For example, you can add a [cookie disclaimer banner](/articles/website/pages/cookies-and-cookie-disclaimers).

<Note>
  **Note:** Adding code in Header Page Scripts will not affect Checkout pages.\
  [Learn how to add custom tracking code to your checkout pages](/articles/sales/checkout/how-to-add-a-javascript-tracking-code-to-your-checkout-pages).
</Note>

<Warning>
  **Warning:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use.\
  \
  You can also apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

### SEO and social sharing

The **SEO and social sharing** section applies to the following system pages under **Website > Website Pages**:

* 404
* Announcements
* Blog
* Blog Post
* Blog Search
* Home
* Library
* Login
* Member Directory
* Store
* Thank You

The page **Title** and page **Description** may be discovered by search engines. The Title also shows in browser tabs. If you leave the Title blank, the system will use the name of the page instead.

Social networks (e.g., Facebook, X) may show your **social image** when your **Site URL** is shared.

### Kajabi branding

By default, your website will show a link to the Kajabi website ([https://kajabi.com](https://kajabi.com)) and the message "Powered by Kajabi" in your site's footer.

Depending on your plan, you may toggle this off.

<img alt="Kajabi branding toggle" />

After making any changes to your **Site details**, click **Save** to apply your changes.

## Switch to another site

To switch the site you are working on to another on your account:

1. From the Dashboard, click the **site name** in the top-left.
2. Then, select the site you wish to switch to.

<img alt="Manage Kajabi Sites 2" title="Manage Kajabi Sites 2" />

## Delete a site

1. From the Dashboard, go to **Settings**.
2. Under **Site settings**, click [**Site details**](https://app.kajabi.com/admin/last_site/edit/site-details).
3. Scroll down to the bottom of the page, and click **Delete Site**.

<img alt="Delete site button" />

3. Type in your site name and click **Delete site**.

<img alt="Confirm delete site" />

<Warning>
  **Warning:** Deleting a site cannot be undone. All of the content within a deleted site will also be deleted and cannot be retrieved. This includes all of your site's products, offers, website and landing pages, email campaigns, contacts, and more.  Customers who've purchased your products will no longer be able to access them. Please be sure to confirm the deletion of your site.
</Warning>


# Secure an account after unauthorized access
Source: https://help.kajabi.com/articles/account-settings/my-kajabi/unknown-user-account-access

Secure a Kajabi account and reset it to its original state after unauthorized access.

If an unauthorized user has accessed your Kajabi account, acting quickly is critical. Follow the steps below to secure your account, verify your identity, and restore everything to its original state.

## Respond to unauthorized access

You can rest assured that Kajabi takes these types of incidents seriously and devotes resources to ensure we notify you of unusual activity as soon as possible. If we identify any unusual activities on your account, we'll send you an email or provide an in-app notification. If you did not receive a notification and feel your account may have been accessed by an unknown individual, be sure to [contact our support team](/articles/resources/support/how-to-contact-kajabi-support).

If an unauthorized user has accessed your account please [contact our support team](/articles/resources/support/how-to-contact-kajabi-support).

The following steps contain all the information you want to include in your ticket to our support team, so we may secure your account and reset it to its original state as fast as possible.

## Confirm ability to log in

The first step to take in this situation would be to confirm that you can still access your Kajabi account by [logging in](https://app.kajabi.com/login).

This will allow you to review your account further to check the events that happened to your account. Given the robust features in Kajabi, there are a few key areas to check for updates. Please let us know in your ticket of any of the following changes:

* Imports and/or deletions of your contact list
* Creation, editing, deletion, or deployment of email campaigns
* Site title changes (located in settings > site details)
* Account plan changes, such as unknown charges or plan upgrades (located in settings > billing)

If you've already tried resetting your password and are still unable to log in, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support) if you haven't received an email from us yet.

## Verify identity with support

To further our investigations of your cases, we require as many of the following details as you can provide:

* The **IP address** for the relevant account user. You can use [this tool](https://whatismyipaddress.com) or search for it on Google.
* If you are using a password manager application, please let us know.
* Do you happen to share credentials with another individual such as a service provider or colleague?
* Do you share a similar password or email with another platform (e.g. same email and password on Emails, Banks, Social, and Kajabi)?

## Restore the account

We understand that this is a frustrating process. We are more than happy to work with you to get your account back up and running. Depending on the changes made to your account, here are some guidelines to revert your account to its original state:

### Contact list

In most cases, the main distinction between bad lists and genuine contacts is the lack of a first and/or last name.

* Remove the bad list from your site by filtering your contacts via the added date filter.
* Sort the list via the name from A-Z to check if there are any contacts with names.
* Add a tag to the contacts with names.
* Use the tag as an additional filter for your contact list.
* Delete all contacts listed.

If all of your contacts got deleted, this principle can be applied to the CSV file of the deleted list. You can then import the filtered list to your Kajabi site.

### Email campaigns

Simply delete the bad email campaigns from your site.

### Site title

1. Head over to your account's settings page.
2. Click Site details.
3. Revert the site title to its original name.

### Account plan

1. Navigate to your account's billing page through this [link](https://app.kajabi.com/admin/settings/billing) or by manually heading over to your account's settings page > billing.
2. Check if your account's plan is still the same.
3. Change your plan as needed and communicate any relevant refund via the support ticket that you have about your account.

## Get the account reinstated

The goal of these requirements is to ensure your Kajabi account and site are brought back to their pre-incident condition and that appropriate security settings are enabled. The account can be reinstated after meeting the following conditions:

* The account/site has been reverted to its original details.
* All users on the account have updated passwords. We recommend using this [tool](https://www.security.org/how-secure-is-my-password/) to test its strength or leverage a password manager to generate strong, unique passwords.
* All users on the account have [2FA](/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa) enabled.

## FAQs

### How can I prevent this from happening again?

To make sure that the account is as secure as possible, we highly recommend updating your (all users on the Kajabi account) credentials on Kajabi, as well as on other platforms, especially if they are shared across multiple platforms (e.g., Gmail), and enabling multi-factor authentication. Here's our Help Center article on [How to set up two-factor authentication](/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa). Following Account Security best practices is also highly encouraged.

### Did Kajabi get hacked?

Kajabi takes these matters seriously and continuously evaluates our platform, applying state-of-the-art preventative measures where applicable.

If this ever becomes the case, we'll make sure to inform you accordingly. Please be sure to check our [status page](https://status.kajabi.com/) and subscribe to our latest updates there on these kinds of topics.

### An Admin user is no longer a part of our team; what should I do?

If for any reason, an admin user is no longer required access to your account, please inform us in the support ticket and we will be happy to assist.

## Account security best practices

Here are some guidelines to follow to ensure your Kajabi account security.

### Securing your account(s)

* Ensure that **all** of your passwords (email, Kajabi, banking, payment processor, etc.) are at least 10 characters in length, complex, and unique across all accounts. You can learn more about password security [here](/articles/account-settings/my-kajabi/best-practices-for-protecting-your-online-business).
* Leverage a reputable password manager where possible. Password managers can generate long, complex, and unique passwords for all accounts.
* Implement two-factor authentication (2FA) where available and whenever possible and set up appropriate recovery accounts. [Here's how to enable 2FA on Kajabi](/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa).

<Warning>
  **Warning:**
  Do not use an owner or administrator account to perform day-to-day work tasks unless necessary.
</Warning>

<Note>
  **Important:**
  Set up an individual user account for each individual supporting your business/account. This significantly reduces the risk of an account compromise by not requiring shared passwords, etc. Institute long, complex, and unique passwords across all accounts.
</Note>


# Custom email domain requirements
Source: https://help.kajabi.com/articles/account-settings/notifications/custom-email-domain-requirements

Strict DMARC is required for all custom email domains to protect deliverability and security.

Kajabi requires **Strict DMARC** (Domain-based Message Authentication, Reporting, and Conformance) for all custom email domains to protect deliverability and security.

## Why this matters

DMARC works hand-in-hand with SPF (Sender Policy Framework) and DKIM (Domain Keys Identified Mail) to prevent bad actors from spoofing your email address.

Moving to a Strict DMARC policy:

* **Protects your brand reputation** from phishing and impersonation attempts.
* **Keeps your messages out of spam folders** and safely in subscribers' inboxes.
* **Future-proofs your email deliverability** as major providers adopt stricter standards.

Email providers such as **T-Online.de** have made Strict DMARC mandatory, and **Google, Microsoft, and Yahoo** have tightened their policies to require stricter authentication. By adopting this, you'll stay ahead of industry changes and ensure your Kajabi emails continue to reach your audience.

[Learn more about Google's sending requirements](/articles/account-settings/notifications/googles-new-email-sending-requirements-and-what-they-mean-for-you).

<Warning>
  **Warning:** Do not inadvertently delete your custom email domain. If you decide to remove your custom email domain, your marketing emails will be sent from the shared Kajabi email domain again. Your custom domain information will be deleted and cannot be recovered, meaning you will need to complete the setup process from the beginning if you choose to reconnect your custom email domain. Any links in emails you've already sent from this domain will no longer work after removal.
</Warning>

## What you need to do

The steps you take depend on whether **Kajabi** or your **DNS provider** manages the DNS for your custom email domain.

You can confirm by navigating to: **Kajabi → Settings → Marketing Settings → Email Settings**

If you manage your own DNS provider, you will see an **Enable Strict DMARC** button.

<Note>
  **Note:** Even if your custom email domain isn't managed through Kajabi (DNS), you still need to add the required DNS records, enable strict DMARC, and the domain must include the 'kjbm' subdomain as part of your setup. This ensures your domain stays secure and that your emails continue to deliver reliably.
</Note>

### Custom email domains managed by Kajabi

No action is required from your side.

For Kajabi-managed DNS, your custom email domain is automatically updated. You will see `kjbm` added to the beginning of your domain (for example, `username@kjbm.yourdomain.com`).

This change took effect on **February 9, 2026**.

### Custom email domains managed by your DNS provider

If you manage your own DNS, follow these steps to stay compliant and maintain high deliverability:

1. Go to **Kajabi → Settings → Marketing Settings → Email Settings** and click **Enable Strict DMARC** to view your DMARC record information:

<img alt="Enable Strict DMARC button" />

<img alt="DMARC record information" />

2. Go to your DNS provider and add the required DMARC information. Follow the instructions in this guide: [Add a DMARC Record to Your DNS](/articles/account-settings/notifications/how-to-add-a-dmarc-record-to-your-dns).
3. Wait for DNS propagation. This process typically takes **5 minutes**, but it can take up to **48 hours**.
4. Return to Kajabi and select **Enable Strict DMARC** to confirm that your DNS has propagated.
5. Once propagated, Kajabi will display **Strict DMARC Enabled**.

## What happens if you don't update

If these steps are not completed by **April 30, 2026**:

* You will still be able to send email through Kajabi.
* However, your **Custom Email Domain will be disabled**.
* Your emails will be sent from Kajabi's shared sending pool instead (for example, `username@x.kajabimail.net`).


# Customer Welcome Email Template
Source: https://help.kajabi.com/articles/account-settings/notifications/customer-welcome-email-update

The Customer Welcome Email Template uses a magic link for streamlined onboarding.

The **Customer Welcome Email Template** creates a streamlined onboarding experience for your customers.

The Customer Welcome Email is sent when you grant an Offer to a customer for the first time. This email notifies your customer of their granted Offer and invites them to finish setting up their account by creating their login credentials.

Previously, the Customer Welcome Email required your customer to copy and paste their temporary account password to access their account. However, copying and pasting a password to a login page feels clunky and confusing and can lead to customers never seeing the email due to spam boxing.

To help reduce support volume and administrative headaches, the plain text login credentials have been replaced with a magic link for your customers to create their own password.

Now, instead of a temporary password your customers have to copy and paste, there is a link included in the email that leads your customers to create their own password:

<img alt="Customer welcome email with magic link" />

Your customers will experience a cleaner, faster sign-up experience, and these emails will reach inboxes at a higher rate — allowing your audience to engage with your site easier than ever.

If you have made any customizations to your site's Customer Welcome Email Template prior to this update, your customizations will remain with no change to the email. If you wish to update your email version to maximize your inbox rate, you can restore your email template to the default email template. This will restore the default and update your email template to include the magic link to set up their password.

## Restore the default email template

1. Open the **Settings** tab at the bottom left-hand corner of your Dashboard.
2. Then, select **Email Templates** from your Site Settings.
3. Locate the **Member Welcome Email**.
4. Select the **pencil** icon next to the email template to access the text editor of the email template.
5. Then, click **Remove Customization**.

<img alt="Remove customization button" />

This will reset your email with the default template.


# Edit automated email notifications
Source: https://help.kajabi.com/articles/account-settings/notifications/edit-automated-email-notifications

Edit automated emails to align with your branding and messaging.

Kajabi automatically sends several different emails and notifications. These **automated messages** occur after a purchase is made, after a comment is posted in your Community, and more.

<Note>
  **Note:**
  The automated emails sent by your site are not meant for marketing content, as they do not require recipient consent to deliver transactional emails. Learn more [about marketing and transactional emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails).
</Note>

## Access automated Email Templates

Automated messages are **Email Templates** in Kajabi and can be edited and customized under your **Settings** tab.

1. Open the **Settings** tab from the Dashboard.
2. Select **Email Templates**.
3. There, select the **ellipsis** ... next to the title of the Email Template you wish to edit.
4. Click **Save** to keep and apply your changes.

<img alt="Email templates edit" />

<Note>
  **Note:**
  It is important to keep in mind that your automated email templates cannot be personalized for individual contacts, offers, etc. Customizing an automated email template displays your customization to each recipient for every transaction that triggers the email. Learn more about each email template below.
</Note>

## Auto-generated Email Templates

* **Affiliate Announcement Notification**: Sent to Affiliates when you create an Affiliate Announcement.
* **Affiliate Conversion Notification**: Sent to Affiliates when they make a sale for you.
* **Announcement Notification**: Sent to customers when a Product Announcement is posted.
* **Assessment Completion**: Sent to users when they complete an Assessment. It contains a link they can follow to view their graded results.
* **Cart Abandonment**: Sent to a user when they do not complete the checkout sequence for an Offer.
* **New Community Admin Post Notification**: Sent to customers of your Community when an admin creates a Community Post.
* **New Community Comment**: Sent when a Community customer is following a Post and a new comment is made on the post.
* **Community Connect Request**: Sent to Community customers when another customer of the Community sends a message through the Community.
* **Double Opt-in**: Sent to a user when you have double opt-in enabled on your Form. This asks the recipient to confirm their opt-in.
* **Double Opt-In Resubscription**: Sent to contacts that have previously unsubscribed from your email marketing.
* **Checkout Double Opt-In**: Sent to unsubscribed contacts that are subscribed when checking out (purchasing an Offer).
* **Member Drip Notification**: When new content has been dripped in your Product, the customer will receive this email notification.
* **Member Welcome Email**: Sent to customers when they are granted an Offer for the first time.
* **Member Payment Action Required**: Sent to customers when a payment requires their confirmation.
* **Member Payment Subscription Failed**: Sent to customers when their payment is declined, rejected by their bank, or does not go through successfully.
* **Mention Notification**: Sent to a user when they have been mentioned in a comment.
* **Offer Purchase Confirmation**: Sent out when a user purchases an Offer through the Kajabi checkout page. This is also referred to as the Post-Purchase Email. This template includes copy congratulating the customer on their purchase and provides the link to your Login page. This email does not contain login credentials.

<Tip>
  **Tip:**
  The **Offer Purchase Confirmation Email** can be toggled on and off per Offer in the Offer settings.
</Tip>

* **Reply Comment Notification**: Sent to users whenever a reply is made directly to their comment. Notifications do not go out to everyone involved in the thread, only to the author of the parent comment. It includes a link to where they can view and reply to the comment.
* **Upcoming Payment Notification**: Sent to customers before an upcoming subscription or payment plan charge. The template includes the payment amount, payment method, due date, and a link for the customer to update their payment method on file.
* **User Cancelled Subscription**: Sent to customers when they deactivate (i.e., cancel) a purchased Offer.
* **User Paused Subscription**: Sent to customers when their subscription is paused.
* **User Resumed Subscription**: Sent to customers when their subscription is resumed.

## Liquid objects in email templates

[Learn more about Liquid Objects](/articles/marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing).

### Determine available Liquid Objects

1. Open the **Settings** tab from your Dashboard.
2. Locate the **Site Settings** section.
3. Click **Email Templates**.
4. Select the **Email Template** you'd like to edit.
5. Locate the text below the content text body to determine which objects are supported in your selected email template.

<Note>
  **Note:**
  The `{{username}}` liquid objects only work in the Member Welcome Email. If you need to send your customer their password, see [Reset your customer's password](/articles/contacts/manage-your-contacts/how-to-reset-your-customers-password).
</Note>

## Add branding to automated Email Templates

Build brand recognition whenever your site sends your automated emails.

When you add a **Logo** and customize the **Button color** to the primary link in a transactional email, your recipients will connect your message with your brand.

**Example email with branding - Cart Abandonment Email Template:**

<img alt="Branded cart abandonment email" />

[Learn how to add your brand logo and colors to automated email templates](/articles/account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates).


# Google's email sending requirements
Source: https://help.kajabi.com/articles/account-settings/notifications/googles-new-email-sending-requirements-and-what-they-mean-for-you

Kajabi keeps you compliant with Google's bulk sender requirements automatically.

Starting in early 2024, Google began enforcing stricter requirements for **bulk email senders** to improve inbox safety and reduce spam. This rollout began in February 2024 and ramped up significantly in November 2025.

Check out this [Google Article](https://support.google.com/a/answer/14229414) for more information.

As your email service provider, we want to reassure you: You're already covered.

Our deliverability and infrastructure teams have always built Kajabi's email systems to meet — and often exceed — the highest industry standards long before they became mandatory. Google's latest policies don't represent hurdles, but rather a confirmation that the bar we've consistently set for email quality is now the industry baseline.

There's no action required on your part to stay compliant with Google's bulk sender requirements. Kajabi's platform handles these critical components automatically, ensuring your messages continue reaching your audience's inbox safely and securely.

## What this means for you (and how Kajabi keeps you compliant)

Google's enforcement focuses on three key areas that establish sender trust and deliverability. Here's how Kajabi meets — and exceeds — each standard:

## Robust email authentication (SPF, DKIM, and DMARC)

Kajabi enforces full implementation of SPF and DKIM for all sending domains, both shared and custom. We also ensure DMARC is correctly configured and continuously monitored for alignment. This prevents authentication errors and confirms your messages are verified, legitimate, and safe.

## One-click unsubscribe (RFC 8058)

Every marketing and promotional email sent through Kajabi includes the required **List-Unsubscribe** headers, giving your subscribers the option to opt out with a single click. Kajabi automatically and instantly processes unsubscribe requests — far faster than Google's required 48-hour window — ensuring you stay fully compliant and your recipients stay happy.

## Low spam complaint rates (Below 0.3%)

Kajabi provides in-app visibility into your spam complaint rates and offers expert guidance to help you maintain a healthy sending reputation. Our monitoring tools and best practices help you stay well below Google's 0.3% threshold — typically under 0.1% — to keep your deliverability strong.

## Secure transmission (TLS Encryption)

All outgoing Kajabi email traffic uses **Transport Layer Security (TLS)** to ensure your messages are securely encrypted from our servers to your recipients' inboxes. This is a core requirement for all high-volume senders, and a long-standing Kajabi standard.

## Summary

Our mission is to empower you to build meaningful connections with your audience — not to worry about technical email protocols. Kajabi's deliverability experts work behind the scenes to maintain top-tier compliance and performance, so your messages arrive safely, securely, and consistently.

Bottom line: You're already ahead of the curve.


# Add a DMARC record to DNS
Source: https://help.kajabi.com/articles/account-settings/notifications/how-to-add-a-dmarc-record-to-your-dns

Configure a DMARC record in DNS to increase email deliverability and security.

A **DMARC** (Domain-based Message Authentication, Reporting, and Conformance) record helps prevent email spoofing and improves deliverability. Adding this record to DNS ensures your emails are authenticated and trusted by recipient mail servers.

## General instructions

The process of adding a DMARC record varies depending on your DNS provider, but the general setup is the same. For a specific DNS provider, please find your DNS provider in the next section.

Add the following record to your DNS settings:

| Field                  | Value                                                                                                                                                                                          |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Type**               | TXT                                                                                                                                                                                            |
| **Name**               | `_dmarc.kjbm`                                                                                                                                                                                  |
| **Content (or Value)** | `"v=DMARC1; p=none; pct=100; fo=1; ri=3600; rua=mailto:ce4b0f5c@dmarc.mailgun.org,mailto:1be13cfa@inbox.ondmarc.com; ruf=mailto:ce4b0f5c@dmarc.mailgun.org,mailto:1be13cfa@inbox.ondmarc.com"` |

<Note>
  **Important:**
  Be sure to include all special characters, including quotation marks, apostrophes, and spaces. Copying and pasting the full value exactly as shown is recommended.
</Note>

## GoDaddy

To add a DMARC record in GoDaddy:

1. In your GoDaddy DNS Records, click **Add** and select **TXT** from the Type dropdown.
2. Enter `_dmarc.kjbm` into the **Name** field.
3. Paste the full value into the **Value** field.
4. Keep the default **TTL**.
5. Click **Add record**.

<img alt="GoDaddy DMARC setup" />

## Cloudflare

To add a DMARC record in Cloudflare:

1. Log into your Cloudflare dashboard and select your active domain.
2. Go to the **DNS** tab.
3. Click **+ Add Record** and select **TXT** as the type.
4. Enter `_dmarc.kjbm` into the **Name** field.
5. Paste the full value into the **Content** field.
6. Keep the default **TTL**.
7. Click **Save**.

## Bluehost

To add a DMARC record in Bluehost:

1. In your Bluehost **DNS Manager**, scroll to the **TXT** section and click **Add Record**.
2. Enter `_dmarc.kjbm` into the **Name** field.
3. Paste the full value into the **TXT Value** field.
4. Select **4 Hours** in the **TTL** field.
5. Click **Save**.

## Namecheap

To add a DMARC record in Namecheap:

1. In your Namecheap **Advanced DNS** settings, locate your **Host Records**.
2. Click **+ Add New Record** and select **TXT Record** from the dropdown.
3. Enter `_dmarc.kjbm` into the **Host** field.
4. Paste the full value into the **Value** field.
5. Keep the **TTL** set to **Automatic**.
6. Click **Save All Changes**.

## SiteGround

To add a DMARC record in SiteGround:

1. In your SiteGround Site Tools, navigate to **Domain** > **DNS Zone Editor**.
2. Click **Create New Record** and select **TXT** as the type.
3. Enter `_dmarc.kjbm` into the **Name** field.
4. Paste the full value into the **Value** field.
5. Click **Create**.


# Add a brand logo and colors to Email Templates
Source: https://help.kajabi.com/articles/account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates

Establish brand recognition by adding elements to automated emails sent by your site.

<div>
  <iframe />
</div>

Build brand recognition and loyalty across for every moment users encounter your content, whether its marketing campaigns or transactional emails.

Add a logo and a customized button that points to the primary link in a transactional email to have recipients connect your message with your brand.

Example branded email using the **Cart Abandonment Email Template**:

<img alt="Branded cart abandonment email" />

## Automated email notifications

Automated email notifications are auto-generated and sent after various transactional triggers in the Kajabi platform, including:

* After a purchase is made
* After a comment is posted to your Community

The templates these emails use may be edited to fit your brand and voice.

[Learn more about automated email notification templates sent by your site](https://help.kajabi.com/articles/account-settings/notifications/edit-automated-email-notifications).

## Customize branding

Establish brand recognition by adding a logo and custom button colors to automated email notification templates.

### Add a logo

1. Click **Settings** in the bottom left corner of the Dashboard.
2. Select **Email Templates** in the **Site settings** section.
3. Select the **Branding** tab.
4. Click **Select a file** and follow instructions to upload it.

<img alt="Add logo to email templates" />

### Customize Button background and font colors

**Call-to-action buttons** have been added to your account's auto-generated email templates to encourage email recipients to click the primary link in the email.

1. Click the **Button Color** to open the color picker window.
2. There are several options to choose the button color:
   * Enter a 6-character **Hex color code** (i.e., #FFFFFF).
   * Enter a numeric [RGBA color code](https://en.wikipedia.org/wiki/RGBA_color_model) (red, green, blue, alpha).
   * Click the **color bar** to select a hue range, then click into the top box to precisely pick a color.
   * Select a box from the **color palette**.
3. Adjust the button color opacity by using the **black and white** **slider**.
4. The **Font Color** selector offers the same choices as the Button Color. Select a higher contrast font color to complement the background color that is easy to see.
5. Click **Save** to apply your changes.

<Note>
  **Note:** The Font color is for solid buttons only.\
  \
  By default, your buttons in the auto-generated email templates are black with white font.
</Note>

## Add a button to an email template

All [auto-generated email templates](/articles/account-settings/notifications/edit-automated-email-notifications) display a button, except the following:

* Community Connect Request template
* User Cancelled Subscription template
* User Paused Subscription template
* User Resumed Subscription template

If you wish to add a button to an email template that does not already contain one, add the following code to the template:

```html theme={null}
<a href="{{INSERT LIQUID OBJECT}}" class="btn btn-primary">INSERT BUTTON NAME</a>
```

Then, replace:

* **INSERT BUTTON NAME** with the text you want to be displayed on the button (e.g., Login).
* **INSERT LIQUID OBJECT** with the supported liquid object (e.g., site\_login\_url) for your email template.

### Available Liquid Objects for an email template

Each email template contains **Liquid Objects** that are compatible with that specific email.

A Liquid Object is a placeholder used in email templates to dynamically pull and display specific data from your contact or subscriber database.

When you open an email template editor, the list of available objects for the given email template is located at the bottom of the editor:

<img alt="Available liquid objects" />

<Note>
  **Note:** Use the listed Liquid Objects only when creating your button. Adding one that is not listed in the email template editor will not function properly.

  This can create a poor user experience for your recipients if they attempt to click a button with a Liquid Object that is not compatible with the email template.
</Note>


# Change transactional email sender information
Source: https://help.kajabi.com/articles/account-settings/notifications/how-to-change-your-transactional-email-sender-information

Update the sender name, email address, and reply-to address for transactional emails.

**Transactional emails** include purchase confirmations, account changes, and other non-marketing messages sent by your site. You can customize the sender name, email address, and reply-to address for these emails through your site settings.

## What are transactional emails?

Transactional emails on Kajabi include any email built for the purpose of sending a non-marketing message (e.g., purchase confirmation emails, account changes).

The transactional emails in Kajabi include the automated emails sent by your site and notification emails.

[Learn about marketing and transactional emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails)

## Transactional email sender information

After setting up your site, you may be familiar with the [Email Settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings) located under your Marketing Settings.

These settings include:

* From name
* From email address
* Reply-to email address

However, the Email Settings configured in your Marketing Settings will only display for your [marketing emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails), not your transactional emails.

### Transactional email "From name"

If you wish to change your transactional email "From name", update the Title of your site. [Learn more](/articles/website/pages/how-to-edit-your-website-title)

*From name:*

<img alt="From name in email" />

### Transactional email "From email address"

With Kajabi, you are automatically set up with a free email address through our email server (e.g., [helpcenter@t.kajabimail.net](mailto:helpcenter@t.kajabimail.net)) to send your transactional emails:

<img alt="From email address" />

It's important to note that this email address cannot receive emails and is meant for the sole purpose of sending your transactional emails.

If you wish to change your transactional email address, you can do so by changing your site's Kajabi subdomain (example: kajabihelpcenter.mykajabi.com) in your Site Details Settings.

Changing your Kajabi subdomain will update the front end of your transactional email address. The "t.kajabi" email address cannot be changed or hidden.

For example, the **kajabihelpcenter**.mykajabi.com subdomain will have **kajabihelpcenter**@t.kajabimail.net as the transactional email address.

<Note>
  **Note:**
  Changing your subdomain after it has gained traffic may cause your old subdomain to show up as a non-existent page.
</Note>

### Transactional email "Reply-to email address"

To change the reply-to email address for your transactional emails, update your Support Email Address located in your Site Details settings.

*Reply-to email address:*

<img alt="Reply-to email address" />


# Unsubscribe from Kajabi marketing emails
Source: https://help.kajabi.com/articles/account-settings/notifications/how-to-unsubscribe-from-kajabis-marketing-emails

Stop receiving promotional emails from Kajabi through your notification settings or email footer links.

You can unsubscribe from **Kajabi marketing emails** directly through your notification settings or by using the unsubscribe link in the footer of any marketing email.

## Update email notifications

Unsubscribe from all Kajabi marketing emails through your [Notifications & Privacy](/articles/account-settings/notifications/update-email-notifications) settings.

### Change notification preferences

1. Open the **Settings** tab from your Dashboard.
2. Select **Notifications & Privacy** from your Account Settings.
3. Select **Unsubscribe from all marketing email**.
4. Then, click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>

Want to resubscribe to Kajabi's marketing emails? Deselect **Unsubscribe from all marketing email** and custom select the emails you wish to receive from Kajabi.

[Learn more about your email notifications and privacy settings](/articles/account-settings/notifications/update-email-notifications).

## Email footer unsubscribe options

Every marketing email sent by Kajabi contains options in the footer that you can click to remove yourself from Kajabi's email list and modify your preferences:

<Frame>
  <img alt="Screenshot 2026 06 03 At 8 01 20 PM" />
</Frame>

### Unsubscribe from marketing emails

1. Navigate to the email you received from Kajabi.
2. Scroll to the bottom of the email.
3. Click **Unsubscribe** in the footer.

<Frame>
  <img alt="Screenshot 2026 06 03 At 8 06 04 PM" />
</Frame>

### Update your email preferences

1. Navigate to the email you received from Kajabi.
2. Scroll to the bottom of the email.
3. Click **Update** in the footer.
4. Choose what kind of emails you would like to receive from Kajabi by checking the appropriate boxes and selecting **Save my preferences**.
   1. **Subscribe to all messages**
   2. **Events**
      1. Stay updated on all Kajabi events, such as Kajabi Hero Live, and notable events from our Partners
   3. **Kajabi Capital**
      1. Receive updates on Kajabi Capital and new funding opportunities from our trusted partners to help you access fast, transparent business financing tailored to your Kajabi growth.
   4. **Kajabi Payments**
      1. Receive the monthly Kajabi Payments Pulse newsletter and notifications about major Payments related features and updates
   5. **Newsletters & Promotions**
      1. Receive the monthly Kajabi newsletter, featuring recent product updates and other useful announcements, as well as exclusive promotions for building and scaling your business
   6. **Partner Program**
      1. Learn about Partner Program benefits and receive confirmations for referral commissions
   7. **Product Updates**
      1. Get notified about major product releases and updates
   8. **Research**
      1. Get invited to complete surveys, paid research, and other development opportunities
   9. **Resources**
      1. Hear about upcoming webinars to help you grow your business
   10. **Unsubscribe from all emails**

<Frame>
  <img alt="Screenshot 2026 06 03 At 8 13 12 PM" />
</Frame>

<Warning>
  **Important:** If you have multiple email addresses subscribed to Kajabi's emails, you will need to unsubscribe each of your email addresses in order to stop receiving Kajabi's emails. Follow the instructions above for each email address subscribed to Kajabi's marketing emails to ensure that you no longer receive Kajabi's marketing emails to any of your email addresses.
</Warning>

Looking to update your Kajabi account email notifications? [Learn how to update email notifications](/articles/account-settings/notifications/update-email-notifications).


# Subscription cancellation notifications
Source: https://help.kajabi.com/articles/account-settings/notifications/subscription-cancellation-notifications

Receive notifications when a customer cancels their subscription.

If you're using Stripe and wish to receive **subscription cancellation notifications** when a customer changes their payment information (e.g., cancels their subscription), update your customer **Subscription & Payments Email Notifications** in your **Account Settings**.

<Note>
  **Note:**
  These notifications are only applicable to purchases using Stripe for payment processing.
</Note>

To update this:

1. Select **Settings** from your Dashboard.
2. Locate the **Account** section and click **Notifications & Privacy**.
3. Locate **Customer Subscription & Payments** from the **Email Notifications** section.
4. Check or uncheck notifications as desired.
5. Click **Save** when you are finished.

<div>
  <iframe />
</div>


# Update email notifications
Source: https://help.kajabi.com/articles/account-settings/notifications/update-email-notifications

Manage email notification preferences for marketing, security, payments, and data exports.

Manage the **email notifications** you receive from Kajabi, including marketing, account security, customer payments, and data export alerts.

<Note>
  Looking for the email notifications sent to your customers and contacts? [Learn about the email templates sent by your site](/articles/account-settings/notifications/edit-automated-email-notifications).
</Note>

## Configure email notifications

1. Open the **Settings** tab from your Dashboard.
2. Select **Notifications & Privacy** from your **Account Settings**.
3. Update your **email notifications**.
4. Remember to click **Save** to keep your changes.

### Marketing emails

Kajabi sends marketing emails to share information about features, swag rewards for reaching a Hero tier, promotions, and updates about Kajabi.

You can find out if an email you received from us is a marketing email by scrolling down to the bottom of the email you received and locating the text, "You received this email because you are subscribed to Free Marketing Content from Kajabi." If you see this text, then it is a Kajabi marketing email.

<img alt="Marketing email footer" />

If you wish to subscribe to or unsubscribe from Kajabi marketing emails, you can do so through your Notifications & Privacy settings.

You may also unsubscribe from Kajabi marketing emails from the bottom of a marketing email. Scroll to the bottom of the email you received and locate the text, "If you do not want to receive future marketing email messages from Kajabi, click here."

<img alt="Unsubscribe from marketing emails" />

### Account & security

Subscribe to **Account & security** emails to receive important updates about your Kajabi account, such as password reset emails and setting up.

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 01 57 PM" />
</Frame>

### Comments & posts

Receive notifications when:

* A new comment is created
* A new reply to your post or comment is created
* A community customer creates a post

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 02 52 PM" />
</Frame>

### Customer subscription & payments

Receive email notifications when:

* A subscription payment for a customer fails
* A customer removes their card on file
* A customer cancels a subscription
* A customer's offline payment requires authorization

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 03 22 PM" />
</Frame>

Customers are prompted to update their payment details automatically via email in case of failure, and subsequent retry attempts are specified. The site owner is also informed of the failure reason and retry date.

### Kajabi Payments

Receive email notifications when:

* A payout is sent to your bank account
* You have a negative balance
* You receive a payment
* An invoice has been marked as paid
* There is new dispute activity
* An [invoice reminder email](/articles/sales/kajabi-payments/invoicing-with-kajabi-payments) has been sent
* A 1099-K form is available

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 04 01 PM" />
</Frame>

Such events also notify site owners about updated payment statuses or disputes, which can be customized in the email templates under **Email Settings**.

### Data export

If you enable **Data export** notifiers, every time data from one of the reports listed below is exported, you, as the owner of the account, will receive a notification:

**Payments:**

* [Transactions page](/articles/sales/offers/the-payments-page-overview)
* [Subscriptions](/articles/sales/offers/the-payments-page-overview)
* [Multi-payments](/articles/sales/offers/the-payments-page-overview)
* [Offer Purchases](/articles/sales/offers/how-to-export-purchase-reports-for-individual-offers)

If you want to receive notifications when an Offer is purchased or a Form is submitted, [learn how to set after purchase settings to notify your team after an Offer is purchased](/articles/sales/offers/how-to-include-additional-settings-for-your-offer), or [learn how to set after submission settings to notify your team after a Form is submitted](/articles/marketing/forms/how-to-use-the-after-submission-settings-in-forms).

**Analytics:**

* [Net revenue](/articles/analytics/report-net-revenue)
* [Subscription Metrics](/articles/analytics/report-subscription-metrics)
* [Opt-ins](/articles/analytics/report-opt-ins)
* [Page Views](/articles/analytics/report-page-views)
* [Product Progress](/articles/analytics/report-product-progress)
* [Offers Sold](/articles/analytics/report-offers-sold)
* [Affiliates](/articles/sales/affiliates/affiliates-overview)

### Creator Studio

Receive an email notification when:

* A project finishes transcribing
* A highlighted clip has been generated
* A customized clip is ready to download

[Learn more about Creator Studio](/articles/marketing/creator-studio/creator-studio).

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 07 15 PM" />
</Frame>

### Cofounder

Receive an email notification when Cofounder has a new suggestion

<Frame>
  <img alt="Screenshot 2026 05 11 At 5 07 52 PM" />
</Frame>

## Send renewal reminders

**Automations**

Set up an email automation to send reminders before subscription renewals. Adjust timing and content to maintain consistency.

**Email Broadcasts**

Use manual broadcast features for personalized communication with a specific subscriber group.

<Note>
  **Note:** Keep in mind that there may be other types of email notifications that are sent, but the emails listed above are the most common.
</Note>

<Note>
  **Important:** It is important not to mark notification emails as spam in your email provider (e.g., Gmail, Outlook.com, etc.). This will result in you not receiving future notifications from Kajabi, including password reset emails. If you are having trouble receiving notification emails, [please contact support](/articles/resources/support/how-to-contact-kajabi-support).
</Note>


# Account users
Source: https://help.kajabi.com/articles/account-settings/users/account-users

Add, edit, and manage account users to help run your Kajabi site.

<div>
  <iframe />
</div>

You can add account users (also known as extra admin users) to help you manage your Kajabi site. This guide shows you how to add, edit, or suspend an account user quickly and securely.

## Add an account user

1. Go to **Settings** > **Manage Users**.
2. Click **New User**.
3. Fill in the user's details: **First name**, **Last name**, **Email**, **Phone number** (optional), **Time zone**, and **Password**.
4. Select a role.
5. Choose which sites and communities they should have access to.
6. Click **Save**.

The user will receive an email to verify their account. After verifying their account, they will need to enter the password you set for them and create a new password.

<Note>
  **Notes:**

  * **Note:** Account users log in at the[<u> Kajabi login page</u>](https://id.kajabi.com/u/login). They are managed under **Settings** > **Manage Users**, not under **Contacts**.
  * If you receive an error that the **email address has already been taken**, it means that their email is already associated with another Kajabi account. Many email providers allow you to add a "+" and any word or number to the email (e.g., [<u>example+kajabi@example.com</u>](mailto:example+kajabi@example.com)), including Gmail, [Outlook.com](http://Outlook.com), and Yahoo. In this case, your account user will still receive email notifications at their original email. However, if their email provider doesn't support this, you will need to enter a different email address.
</Note>

## Verify an account user

When you create an account user, they receive a "Confirmation instructions" email from Kajabi. They must verify their account before logging in. Unverified users will see an error when attempting to sign in.

**Important:** The verification link expires after 24 hours.

If a user needs a new confirmation email:

1. Click **Didn't receive confirmation instructions?** on the login page.
2. Enter the email address in the **Email** field.
3. Click **Resend confirmation instructions**.

<Note>
  **Important:** The verification link expires after 24 hours.
</Note>

## Edit an account user

1. Go to **Settings** > **Manage Users**.
2. Click the **Edit** icon next to the user.
3. Update the relevant details and click **Save**.

<Note>
  **Important:** When changing or updating an account user's email, they will receive a new "Confirmation instructions" email and must verify their account again. <br />Any changes to their email will not display on the Account Users page until the new email address is verified.
</Note>

## Reset a password for an account user

1. From **Manage Users**, click **Edit** next to the user.
2. Click **Reset password**, then confirm.

The user will receive a password reset email from Kajabi. Account users can also reset their own password at any time from the login page.

<Note>
  **Note:** Account users can also reset their password at any time on the Kajabi login page.
</Note>

## Suspend an account user

1. Go to Settings >[<u> Manage Users</u>](https://app.kajabi.com/admin/settings/users).
2. Click the **Edit** link next to one of your account users.
3. Scroll down and click **Suspend User**.
4. Click **Suspend user**.
5. To unsuspend them, click **Unsuspend User**.

<Note>
  **Notes:**

  * On the account user edit page, there is not an option to delete a user.
  * Suspended account users do not count against your plan limit.
  * If a suspended user attempts to log in to Kajabi, they may see an error "invalid email or password" even though there is not an issue with their email or password.
</Note>

## Account user roles

There are 4 roles that can be assigned to an account user:

* Owner (also known as, "sub-owners")
* Administrator
* Assistant
* Support Specialist

<Frame>
  <img alt="Hc Draft Account Users Google Docs" />
</Frame>

Each role carries a different level of access. Your plan determines how many admin users you can have. This count includes the Account Owner plus any users assigned the Owner or Administrator role.

<Warning>
  **Warning:** If you see a banner prompting you to update one or more account users, click the ⚠️ icon next to the user and assign a new role. Choose **Assistant** to lower their permissions or **Administrator** to raise them.
</Warning>

### Owner

**Owners** have maximum permissions, including critical actions. Recommended only for business owners.

### Administrator

Administrators have the same access as Owners, with one exception: they cannot connect payment processors. If an Administrator attempts to connect Kajabi Payments, Stripe, or PayPal, they'll be prompted to contact the Account Owner.

<Note>
  **Note:** Administrators have access to every site associated with the account, including all notifications, comments, and settings across all sites.
</Note>

### Assistant

Assistants can create and modify site content but cannot access the **Settings, Sales** or **Analytics** menus.

Assistants retain access to individual transaction pages but cannot perform payment management actions by default and will be prompted to contact an administrator.

To enable payment management for an Assistant, an Owner or Administrator can turn on the **Payment Management Access** sub-permission in that user's settings.

This will allow the Assistant to perform individual payment management actions, including: 

* Issuing refunds
* Cancelling or pausing subscriptions or payment plans
* Editing billing amounts or dates
* Uploading dispute evidence
* Retrying failed payments.
* Create manual transactions for affiliate users.

<Note>
  **Note:** Assistants can still view customer product progress reports by going to a specific **Product** > **More Actions** > **View Progress**, even without Analytics access.
</Note>

### Support Specialist

**Support Specialists** have limited access to moderate comments and manage the Contact list for the site(s) the Account Owner gives them permission to access.

## Plan limits

The following user limits are in place for Kajabi's current plans:

* Kickstarter: 2
* Basic: 2
* Growth: 11
* Pro: 26

The limits above include the owner of the Kajabi account. For example, on the Basic plan, an account owner can add 1 additional user with the Administrator role.

Additional users are available for purchase (see [Increase a feature limit](https://help.kajabi.com/articles/account-settings/billing/manage-your-subscription#increase-a-feature-limit)).

<Note>
  **Notes:**

  * **For Kajabi's current plans:** Unlimited account users can be assigned the Assistant and Support Specialist roles. Only account users with the Owner or Administrator role count against plan limits.
  * **For legacy plans:** All account users (regardless of role) count against plan limits.
</Note>

## Account user role permissions

| Feature                                                | Support Specialist |      Assistant      | Administrator | Owner |
| ------------------------------------------------------ | :----------------: | :-----------------: | :-----------: | :---: |
| Website                                                |                    |          ✅          |       ✅       |   ✅   |
| Design                                                 |                    |          ✅          |       ✅       |   ✅   |
| Pages                                                  |                    |          ✅          |       ✅       |   ✅   |
| Blog                                                   |                    |          ✅          |       ✅       |   ✅   |
| Analytics                                              |                    |                     |       ✅       |   ✅   |
| Products                                               |                    |          ✅          |       ✅       |   ✅   |
| Courses > Manage Comments                              |          ✅         |          ✅          |       ✅       |   ✅   |
| Payouts                                                |                    |                     |       ✅       |   ✅   |
| Offers                                                 |                    |          ✅          |       ✅       |   ✅   |
| Payments                                               |                    |                     |       ✅       |   ✅   |
| Payment Management (refunds,<br />cancellations, etc.) |                    | ✅<br />(if enabled) |               |       |
| Payments Setup                                         |                    |                     |               |   ✅   |
| Sales Tax Setup                                        |                    |                     |               |   ✅   |
| Sales Tax Management                                   |          ✅         |          ✅          |       ✅       |   ✅   |
| Coupons                                                |                    |          ✅          |       ✅       |   ✅   |
| Marketing                                              |                    |          ✅          |       ✅       |   ✅   |
| Funnels                                                |                    |          ✅          |       ✅       |   ✅   |
| Email Campaigns                                        |                    |          ✅          |       ✅       |   ✅   |
| Automations                                            |                    |          ✅          |       ✅       |   ✅   |
| Events                                                 |                    |          ✅          |       ✅       |   ✅   |
| Forms                                                  |                    |          ✅          |       ✅       |   ✅   |
| Contacts                                               |          ✅         |          ✅          |       ✅       |   ✅   |
| Contacts > Bulk Export                                 |                    |          ✅          |       ✅       |   ✅   |
| Contacts > Bulk Unsubscribe                            |                    |                     |       ✅       |   ✅   |
| Contacts > Bulk Delete                                 |                    |                     |       ✅       |   ✅   |
| Contacts > Individual Unsubscribe                      |          ✅         |          ✅          |       ✅       |   ✅   |
| Contacts > Individual Delete                           |          ✅         |          ✅          |       ✅       |   ✅   |
| Assessments                                            |                    |          ✅          |       ✅       |   ✅   |
| Affiliates                                             |                    |          ✅          |       ✅       |   ✅   |
| All Kajabi Sites (My Sites)                            |                    |                     |       ✅       |   ✅   |
| Kajabi University                                      |          ✅         |          ✅          |       ✅       |   ✅   |
| Site Settings                                          |                    |                     |       ✅       |   ✅   |
| Account Settings                                       |          ✅         |          ✅          |       ✅       |   ✅   |
| Account Details                                        |          ✅         |          ✅          |       ✅       |   ✅   |
| API Credentials (in Account Details)                   |                    |                     |       ✅       |   ✅   |
| Billing                                                |                    |                     |       ✅       |   ✅   |
| Password                                               |          ✅         |          ✅          |       ✅       |   ✅   |
| Contact Info                                           |          ✅         |          ✅          |       ✅       |   ✅   |
| Notifications and Privacy                              |          ✅         |          ✅          |       ✅       |   ✅   |
| Users                                                  |                    |                     |       ✅       |   ✅   |
| Partner Dashboard                                      |          ✅         |          ✅          |       ✅       |   ✅   |

<Note>
  **Note:** Custom account user roles are not available. The ✅ (if enabled) for Assistant Payment Management reflects a sub-permission that is disabled by default and must be turned on by an Owner or Administrator.
</Note>

## FAQs

### Can I delete an account user?

No. Deletion is not available for account users. You can suspend a user to remove their access. Suspended users do not count against your plan limit.

### Can an Administrator connect a payment processor?

No. Only the Account Owner can connect Kajabi Payments, Stripe, or PayPal under **Payment Integrations**.

### How do I give an Assistant access to payment management actions?

Go to **Settings** > **Manage Users**, click **Edit** next to the Assistant, and enable the **Payment Management Access** sub-permission.


# Use multiple account users simultaneously
Source: https://help.kajabi.com/articles/account-settings/users/can-two-owners-of-a-company-use-the-platform-at-the-same-time

All Kajabi plans support multiple users logged in at the same time.

Yes. All Kajabi plans allow at least one additional user beyond the **Account Owner**.

Learn more about the Growth and Pro Plans at [kajabi.com/pricing](https://kajabi.com/pricing).

<Note>
  **Note:**
  We do not recommend editing the same page at the same time as another **Account User**. If multiple Account Users are logged in at the same time and edit the same page, they will overwrite each other's work. However, if an account contains multiple sites, two Account Users can edit simultaneously, as long as they are on two separate sites and not interfering with each other.
</Note>


# Amplify overview
Source: https://help.kajabi.com/articles/amplify/amplify-overview

Understand how Amplify connects Kajabi experts to promote each other's work and turn an email audience into revenue.

<div>
  <iframe />
</div>

<div>
  <p>Join our live webinar, <strong>Introducing Amplify: The Built-in Ad Platform</strong>, on Wednesday, July 22nd, 2026 at 3:00pm PT (6:00pm ET).</p>

  <a href="https://www.kajabi.com/learn/introducing-amplify-the-built-in-ad-platform">
    Register for the webinar
  </a>
</div>

**Amplify** is an ad platform built inside Kajabi that connects experts who want to grow their audience with experts who want to earn from theirs. You can join as a Publisher, a Sponsor, or both.

Publishers earn revenue by featuring sponsored content in their email broadcasts. Sponsors pay to place their message in front of another expert's engaged audience. Every promotion is negotiated, tracked, and paid out inside Amplify, so both sides stay in control from the first request to the final payout.

This page explains what Amplify is, the two roles you can play, and how a promotion moves from request to payout. For setup steps and detailed mechanics, see [Set up Amplify](/articles/amplify/set-up-an-amplify-profile) and [Amplify promotions](/articles/amplify/amplify-promotions).

<Note>
  **Beta:** Amplify is currently in beta and rolling out in phases. Features and availability may change as it continues to improve.
</Note>

## Key benefits

* Turn an engaged email list into a revenue stream while keeping 80% of what each promotion earns
* Reach new, relevant subscribers by promoting your products through other experts' trusted audiences
* Find compatible partners through recommended profiles that share your niche, plus browse and search filters for audience size, price, and rating
* Agree on copy, imagery, and pricing through a structured request flow, and talk through the details with your partner in built-in chat
* Track opens, clicks, and payouts for every promotion in one place

<div>
  <p>Ready to grow your audience or earn from it? Set up your Amplify profile and run your first promotion.</p>

  <a href="https://amplify.kajabi.com/login">
    Get started
  </a>
</div>

## How Amplify works

Amplify has two roles, and you can set up either or both from the same Kajabi account.

* **Publishers** earn money by featuring a Sponsor's content in their email broadcasts. Publishers set their own per-send fee, review every request before accepting it, and keep 80% of the revenue from each promotion.
* **Sponsors** pay to promote their products, offers, or events inside another expert's broadcast. Sponsors create ad copy and send promotion requests to Publishers whose audiences fit their niche.

See [Set up Amplify](/articles/amplify/set-up-an-amplify-profile) for the full setup flow, profile fields, and pricing guidance for each role.

## Find promotion partners

Amplify helps you find the right partners without cold outreach. Your **Home** page highlights recommended Publishers and Sponsors that share your niche, and you can browse every available profile and filter by audience size, price, budget, and rating. Save any profile to your **Favorites** to revisit it later.

## How a promotion works

Every promotion moves through the same sequence from first contact to payout:

1. A Sponsor or Publisher sends a promotion request to a potential partner
2. The recipient reviews the request and can accept it, decline it, or suggest ad copy changes through chat
3. Once approved, the Sponsor pays and the Publisher sends the promotion to their email audience
4. The Publisher's payout is released through Stripe once the promotion has run

For the full lifecycle, including customizing ad copy and images, chat, request expiration, and cancellations, see [Amplify promotions](/articles/amplify/amplify-promotions).

## Track performance, payouts, and reviews

Amplify reports **Opens** and **Clicks** for every promotion and adds UTM parameters to your links so you can track traffic in your own analytics tools. After a promotion runs, both sides can rate and review each other, and Publishers can earn performance badges that show on their profile.

See [Amplify promotions](/articles/amplify/amplify-promotions) for payout timing and delivery requirements, and [Set up Amplify](/articles/amplify/set-up-an-amplify-profile) for how badges are earned.

## Requirements

Publishers need an active Kajabi account with a connected site, a minimum number of email subscribers, and a connected Stripe account in a supported country. Sponsors need an active Kajabi account, ad copy for each promotion, and a campaign budget.

See [Set up Amplify](/articles/amplify/set-up-an-amplify-profile) for exact subscriber minimums and the list of supported payout countries.

## FAQs

### How much does it cost to join Amplify?

There is no fee to create an Amplify profile and no monthly charge. Sponsors pay per promotion and are only charged once a Publisher accepts the request. Publishers keep 80% of the revenue from each promotion, with Amplify retaining 20%.

### Can I be both a Publisher and a Sponsor?

Yes. You can run both roles from the same Kajabi account and switch between them at any time. You can keep one Publisher profile per site.


# Amplify promotions
Source: https://help.kajabi.com/articles/amplify/amplify-promotions

See how a promotion moves through Amplify from request to payout, plus the tools to customize, preview, and track each send.

<Note>
  **Beta:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting the feature has not been made available to your account yet. Check back at a later time to try the new experience.
</Note>

A **promotion** in Amplify consists of a **Sponsor's** ad copy delivered inside a **Publisher's** Email Broadcast. This article walks through the full lifecycle, plus the tools available to customize, preview, and track each promotion.

For more information on Publisher and Sponsor responsibilities and profiles, see [Set up Amplify](/articles/amplify/set-up-an-amplify-profile).

<div>
  <iframe />
</div>

## The promotion lifecycle

Every Amplify promotion moves through the same six steps. You can track each one from the activity timeline on your **Amplify dashboard**.

1. **Request sent:** Either a Sponsor or a Publisher starts the conversation by sending a **promotion request**. The recipient has 7 days to send their first response before the request automatically expires (see [Request expiration](#request-expiration) below).
2. **Recipient reviews:** The recipient can approve the request as-is, suggest ad copy changes, or cancel.
3. **Ad copy changes (optional):** Either party can suggest changes to the ad copy to better suit the audience. The other party can accept or counter. This continues until both sides align.
4. **Sponsor pays:** Once approved, a Stripe invoice is generated. The Sponsor pays through Stripe Checkout and the ad copy is finalized for the promotion.
5. **Publisher runs the promotion:** When the Publisher is ready, they open the **Email Broadcast** editor and add a **Sponsored block**. The agreed-upon ad copy and image (if any) pull in automatically. The Publisher can customize the block's fonts, colors, padding, and placement to match their email.
   <Frame>
     <img alt="Amplify Sponsor Block" />
   </Frame>
6. **Publisher gets paid:** Payout is issued through Stripe 14 days after the promotion is sent.

<Note>
  **Note:** Publishers are automatically paid if they deliver to 99% or more of the agreed-upon audience size. If delivery falls below that threshold, the payout is not sent automatically. It is placed on hold and reviewed by the Amplify team before any payout or refund is issued.
</Note>

### Suggest changes during review

Before a request is approved, either party can suggest changes instead of accepting or cancelling right away. The request then shows that changes have been requested, and the two sides can go back and forth until they agree.

While a request is still in review, these can change:

* **Ad copy:** Either party can edit the headline, body, and call to action.
* **Image:** The Sponsor controls the image. As a Publisher, you can accept it, request a different image, or request no image, but only the Sponsor uploads or swaps the actual image. See [Add or change the promotion image](#add-or-change-the-promotion-image).
* **Audience size and send fee:** While the request is still pending, the Publisher can adjust the audience size and the send fee for that promotion.

Once the Sponsor approves and pays, the ad copy, image, audience size, and fee are locked in for that promotion. To change anything after that, cancel the promotion and send a new request.

### Customize ad copy and CTA URL per Publisher

When sending a promotion request, Sponsors can tailor their ad copy and destination URL for each Publisher before the request goes out. This lets you match your messaging to a specific Publisher's audience without changing your default campaign.

1. Start a promotion request by searching for your preferred Publisher and clicking **View**, then **Send Request**.
2. Click **Customize ad copy**.
3. Edit any of the following for this request only:
   * **Headline**
   * **Body**
   * **Call to action**
   * **Destination URL**
   * **Custom message** (optional — a personal note to the Publisher)
4. Send the request.

<Frame>
  <img alt="Amplify Promotion Request 1" />
</Frame>

<Note>
  **Note:** The customized copy applies only to that request. Your default campaign settings stay intact for future requests.
</Note>

If a Publisher suggests ad copy changes during review, they can edit the headline, body, and call to action, but only Sponsors can modify the destination URL. The current URL appears on the activity timeline; click it to open the link in a new tab.

<Note>
  **Note:** Email notifications for ad copy change requests include any updates to the destination URL.
</Note>

### Add or change the promotion image

Sponsors can include an optional image on a promotion. Images appear above the headline in the **Sponsored block** and can improve click-through rate.

As a Sponsor, you can set a default image on your ad campaign in **Settings > Ad Campaign**, or attach a one-off image to a specific request:

1. Start a promotion request and click **Customize ad copy**.
2. Upload a new image, swap your default, or remove the image for this request under **Image**.
3. Send the request.

<Frame>
  <img alt="Amplify Promotion Image" />
</Frame>

<Note>
  **Note:** Accepted formats are JPG and PNG, 5MB max. Images are cropped to a 3:1 aspect ratio (a standard banner ad format) and must be at least  600 × 200px to avoid blurring.
</Note>

Changing your default image doesn't affect promotion requests that are already approved or in progress — those keep the image that was agreed upon.

As a Publisher reviewing or requesting changes on a promotion, you can:

* Accept the image the Sponsor included
* Request a different image. The current image is removed and the Sponsor can upload a new one or send without an image
* Request no image. The Sponsor cannot upload an image for this promotion. They can choose to continue without an image or cancel.

A banner on the request makes it clear when a Publisher has requested a different image or no image at all.

### Chat about a promotion

Every promotion has its own chat thread so Publishers and Sponsors can discuss copy, timing, or anything else without leaving Amplify or exchanging personal emails.

Chat lives on the right sidebar of the **promotion detail page**, below the profile card.

* Chat opens as soon as a request is sent; both sides can message before approval.
* Messages are text-only, up to 2,000 characters each.
* A **Seen** label appears below the most recent message once the other party has read it.
* Unread messages show as a red indicator on the promotion row in **Recent Activity** and on the **Promotions** tab, so you can spot new messages at a glance.

Amplify also emails you a digest of unread chat messages so you don't miss a conversation. These emails are batched and sent at most once every 2 hours, and they only include messages you haven't read. You can turn them off anytime from **Settings > Account**.

<Note>
  **Note:** The current version of Amplify does not support chat attachments, file uploads, or emojis.
</Note>

Chat history stays visible for the lifetime of the promotion, but the input field is disabled once a promotion is Declined, Cancelled, or Expired.

<Note>
  **Note:** Each promotion has its own chat thread. If you have multiple promotions with the same expert, you'll have a separate thread for each. Amplify chat is for promotion-related discussion only — there is no general inbox or contact list.
</Note>

### Request expiration

Promotion requests automatically expire if the recipient doesn't respond within 7 days. The countdown starts when the request is sent and stops as soon as a first response is given — approving, suggesting changes, or cancelling.

While the countdown is active:

* On the **Home** and **Promotions** pages (**In Progress** tab), each pending request shows the number of days left to respond.
* On the promotion detail page, a message next to the **New** badge reads: "Respond by \[date] to keep active. New requests expire within 7 days without a first response."
* The request email includes the response deadline.

The limit disappears once a response is received (changes requested, or request is accepted).

Expired requests move to the **Closed** tab on the Promotions page with an **Expired** status. The timeline shows the date the request expired, and a message at the bottom of the detail page invites you to send a new request to reconnect with that expert.

<Note>
  **Note:** Only the first response stops the countdown. Once a request has moved into copy review or beyond, it will not auto-expire.
</Note>

### Preview the promotion email

After a Publisher sends the promotion, Sponsors automatically receive a preview of the email that was sent.

To send yourself a preview at any time:

1. Navigate to the **Promotions** tab.
2. Click **View** next to the **Published** promotion that you would like to preview.
3. Click **Send preview**.

<Frame>
  <img alt="Amplify Send Preview 1" />
</Frame>

<Note>
  **Note:** Previews go only to the Amplify user who requested them. Any clicks on links inside preview emails are excluded from the promotion's Opens and Clicks stats, so previewing won't skew your performance numbers.
</Note>

### Track promotion performance

Once a promotion is live, you can see **Opens** and **Clicks** from the promotion detail view.

Amplify automatically appends UTM parameters to the destination URL so Sponsors can track performance in their own analytics tools:

```text theme={null}
utm_source=kajabi_amplify
utm_medium=email
utm_campaign=[AmplifyPromotionRequestID]
```

The AmplifyPromotionRequestID is the ID visible in the Amplify URL for the promotion you are running.

### Email notifications

Amplify emails both parties at each stage of the lifecycle, including when:

* A promotion request is sent
* Ad copy changes are requested
* A promotion is approved and it's time for the Sponsor to pay
* Payment is completed and it's time for the Publisher to run the promotion
* The promotion has been sent and performance reports are available
* The Publisher receives their payout
* The promotion has been sent (Sponsors automatically receive a preview of the sent email)

### Cancel a request

Either party can cancel a request at any time. If a promotion is cancelled after payment but before the email is sent, the Sponsor is automatically refunded.

<Note>
  **Note:** If the promotion has already been sent, email [amplifypayments@kajabi.com](mailto:amplifypayments@kajabi.com) to request a refund.
</Note>

#### Add a cancellation reason

When cancelling a request before it sends, you can optionally include a reason. The reason appears on the promotion timeline for both parties and is included in the cancellation email along with the latest version of the ad preview, so the other party understands what happened. Adding a reason is optional but recommended.

## Reviews and ratings

After every promotion is published, both the Publisher and the Sponsor can leave a 1–5 star rating and an optional written comment (up to 500 characters). Reviews build trust on the network and help other experts decide who to work with.

### Leave a review

1. Navigate to the **Published** tab from **Promotions** and click **View** next to the promotion you would like to review. You can also click **Leave a review** in the delivery confirmation email.
2. Select a rating from 1 to 5 stars.
3. Add an optional written comment.
4. Click **Submit review** when done.

<Frame>
  <img alt="Amplify Submit Review 1" />
</Frame>

You can edit a review at any time. The updated review date displays beneath the comment.

### How reviews display

A profile's star average appears publicly only after 3 completed reviews. Once visible, reviews show as a star average alongside the total review count. Written comments display in reverse chronological order on the **Reviews** tab of the profile detail view.

Profiles in the directory can be sorted by **Ratings: High to Low** or **Ratings: Low to High**.

<Note>
  **Note:** There is only one review per profile, even if multiple users share access to that profile. Anyone with access can add or update that single review.
</Note>


# Set up Amplify
Source: https://help.kajabi.com/articles/amplify/set-up-an-amplify-profile

Create a Publisher profile, a Sponsor profile, or both to start working with other experts on the Amplify network.

<Note>
  **Beta:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting the feature has not been made available to your account yet. Check back at a later time to try the new experience.
</Note>

**Amplify** is Kajabi's expert-to-expert promotion network. It connects two types of experts:

* **Publishers** monetize their email list by featuring sponsored content from other experts inside their Email Broadcasts. Publishers set their own pricing and keep 80% of every deal.
* **Sponsors** pay to feature their Products inside other experts' Email Broadcasts to reach new, engaged audiences.

You can set up one profile, the other, or both. Most experts get the most out of Amplify by creating both. You'll appear to more potential matches and can grow your audience while earning revenue at the same time.

<div>
  <iframe />
</div>

## Set up a Publisher profile

**Publishers** earn revenue by including a Sponsored block inside an Email Broadcast. To get started, you will need:

* An active Kajabi account with at least one connected site
* At least 100 email list subscribers on the site you want to connect. Sponsors are looking for engaged audiences, so this minimum helps ensure your profile is competitive
* A business location in a country where Stripe supports payouts. This currently includes the United States, United Kingdom, Canada, European Union countries, Iceland, Liechtenstein, Switzerland, and Norway. Publishers based in other countries can't connect Stripe to receive payouts yet

### Open Amplify and choose the Publisher role

1. Navigate to **Amplify** from your Kajabi dashboard.
2. Choose **Publisher** on the role selection screen.

Your role determines which onboarding flow you see. You can always create the other role later from the same account, so don't worry about locking yourself in.

### Connect a Kajabi site

If you have multiple Kajabi sites, choose the site whose audience you'd like to monetize.

Amplify uses this site's brand, bio, and Email Broadcast history to pre-fill your profile and recommend pricing. Pick the site whose audience is the best fit for sponsorships, usually your largest or most engaged list. You can create a separate Publisher profile for each site later.

### Fill out the Publisher profile

This is what Sponsors see when deciding whether to send you a promotion request.

* **Business Name** (pre-filled): The name of your brand or business. Edit if you'd like it to read differently to potential Sponsors.
* **Owner Name** (pre-filled): Your name. Sponsors often want to know who's behind the brand.
* **Bio** (pre-filled): A short description of who you are and what your audience cares about. Strong bios mention your niche, your audience's interests, and what makes your list valuable.
* **Niche**: Choose the category that best describes your audience (e.g. Health & Fitness, Business & Marketing). This is how Sponsors filter the directory, so accuracy is key — your profile will only surface to Sponsors browsing that category.

<Frame>
  <img alt="Amplify Publisher Profile" />
</Frame>

### Set pricing

Sponsors compare your fee against your audience size and engagement when deciding whether to send a request. Amplify pulls in the following stats from your last 180 days of Email Broadcasts (for sends delivered to 100+ subscribers):

* **Total subscribers**
* **Largest send size**
* **Median send size**
* **Email Broadcast count**

Use these stats to inform the configuration below:

* **How many subscribers will you send ads to?** The size of the audience that will receive a Sponsored block. This cannot exceed your actual subscriber count. Most Publishers send to their full list, but if you want to reserve sponsorships for a subset (e.g. only your most engaged segment), set a lower number.
* **Your send fee:** The amount you charge per sponsored send. You set the price — Sponsors decide whether to send a request.
* **Recommended fee:** Amplify suggests a fee based on your audience size, your click-through rate at that audience size, industry-standard conversion rates, and a target return for the Sponsor.

<Note>
  **Note:** This is only a recommendation. You know your audience best — set your fee at, above, or below the recommendation as you see fit. Charging more is fine if your audience converts well; charging less can help you build a track record quickly.
</Note>

You'll see a **Projected Annual Revenue** estimate update live as you adjust pricing, based on your fee and the estimated number of promotions you might run per year.

<Frame>
  <img alt="Amplify Publisher Pricing" />
</Frame>

### Review and create the Publisher profile

Preview your Publisher profile exactly as it appears to Sponsors. If anything looks off, scroll back to adjust. When you're happy with it, click **Create Profile & Continue to Home**.

<Note>
  **Note:** Amplify takes a 20% commission fee on each completed promotion. Publishers keep 80%.
</Note>

### Connect a Stripe account

You can browse the directory immediately, but you cannot accept a promotion request until your Stripe account is connected.

1. Go to **Settings > Account**.
2. Find the **Stripe Account** card.
3. Follow the prompts to complete Stripe Connect onboarding. Stripe collects your banking info directly — Kajabi never sees it.
4. Review the connection status on the card, including whether charges and payouts are enabled.

<Info>
  **Important:** Until Stripe is connected, you cannot accept or approve promotion requests, even if a Sponsor has sent one. Connect Stripe early so you don't lose deals while you're setting things up.
</Info>

<Note>
  **Note:** Payouts are issued through Stripe 14 days after the promotion is sent.
</Note>

## Set up a Sponsor profile

**Sponsors** pay to promote their Products inside other experts' Email Broadcasts. To get started, you will need:

* An active Kajabi account
* Your ad copy: a headline, body, and destination URL
* A budget in mind for what you're willing to pay per sponsored send

### Open Amplify and choose the Sponsor role

1. Navigate to **Amplify** from your Kajabi dashboard.
2. Choose **Sponsor** on the role selection screen.

If you have already created a profile on Amplify, click on your profile name in the top right corner of the Amplify dashboard and click **+ Add a profile**.

### Fill out the Sponsor profile

Your Sponsor profile is what Publishers see when deciding whether to accept your promotion request. You can optionally import details from one of your Kajabi sites or fill everything in manually.

* **Business Name:** The name of the brand or Product you're promoting.
* **Owner Name:** Your name. Publishers often want to know who's behind the campaign.
* **Bio:** A short description of who you are and what you offer. The strongest bios make it clear what your Product does and who it's for.
* **Niche:** Choose the category that best describes your business. Publishers use the niche to identify Sponsors whose offerings are a good match for their audience.

A clear, specific profile increases the chance that Publishers accept your requests.

<Frame>
  <img alt="Amplify Sponsor Profile" />
</Frame>

### Create an ad campaign

This is the actual ad copy that will appear inside Publishers' emails. You'll see a live preview as you fill it in.

* **Headline:** The main attention-grabber. Lead with the outcome you provide — "Build a profitable course in 30 days" outperforms "Welcome to our course platform."
* **Body:** 2–3 sentences describing what you're offering, who it's for, and why it's credible or urgent.
* **Call to action:** The text on the button (defaults to "Learn More"). Specific CTAs convert better (e.g. "Save your free seat," "Watch the full system.")
* **Destination URL:** Where readers go when they click. Use a page that matches the promise of your headline.
* **Max budget per send:** The most you're willing to pay for a single sponsored send. Amplify uses this to recommend Publishers in your price range, but you can still send a request to any Publisher regardless of price.

Your headline and CTA do the heavy lifting on click-through rate. The Publishers you want most are paying attention to how performant your ad looks before they accept.

<Frame>
  <img alt="Amplify Sponsor First Campaign" />
</Frame>

### Review and create the Sponsor profile

Preview your Sponsor profile and ad exactly as they'll appear to Publishers. When you're ready, click **Create Profile & Continue to Home**.

<Note>
  **Note:** Sponsors don't need to connect Stripe. When a promotion is approved, Kajabi sends you an invoice to pay through Stripe Checkout.
</Note>

## Activation checklist

Once your profile is live, you will see an **activation checklist** on the home page that walks you through the actions that lead to your first published promotion. The checklist sits between the metric cards and **Recent Activity**, and disappears permanently once every step is complete.

Most profiles start with these four steps:

1. **Complete profile**: Add a Bio, profile photo, and at least one social link. Click **Go to Settings →** to jump to your profile settings.
2. **Save your favorites**: Browse the directory and save at least one profile to mark this step complete.
3. **Send first request**: Pick an expert and send a promotion request.
4. **Run first promotion**: For Publishers: agree on the copy, add the Sponsored block to your email, and earn revenue. For Sponsors: agree on the copy, pay the invoice, and grow your reach.

A counter in the top right shows your progress, for example "2 of 4 completed", and a progress bar fills in as you go.

Some Publishers see an extra step. If your audience engagement is strong and your recommended fee is high enough, Amplify adds a **Show your stats** step that prompts you to display your open and click rates on your profile to attract Sponsors. When this step is present, your counter reads "X of 5" instead of "X of 4". This step only appears on Publisher profiles.

<Frame>
  <img alt="Amplify Activation Checklist" />
</Frame>

<Note>
  **Note:** Steps can be completed in any order. There is no enforced sequence.
</Note>

The checklist header changes based on the role you are viewing: "What the best publishers do to get started" or "What the best sponsors do to get started." If you have both a Publisher and Sponsor profile, each role tracks completion independently, so your progress on one profile is separate from the other.

<Note>
  **Note:** The checklist cannot be dismissed manually. It only disappears once all steps are complete.
</Note>

## Manage settings

Publishers and Sponsors can update their profile and campaign information at any time from the **Settings** tab.

**Website and social media links** are pulled in automatically from your site's brand settings, but can be updated anytime in Settings. These appear on your profile so other experts can learn more about you and confirm you're a good fit.

| Setting                                                                     | Publisher | Sponsor |
| --------------------------------------------------------------------------- | --------- | ------- |
| **Profile** (Business Name, Owner Name, Bio, Niche, Website & Social Links) | Yes       | Yes     |
| **Pricing** (Audience size, Send fee)                                       | Yes       | —       |
| **Ad campaign** (Copy, Preferred Budget, Image)                             | —         | Yes     |
| **Account** (Email, Stripe connection)                                      | Yes       | Yes     |

### Switch between profiles

If you've created both a Publisher and a Sponsor profile, use the **profile switcher** dropdown in the top right corner of the Amplify dashboard to toggle between them.

### Add an additional profile

You can run multiple profiles from the same account:

* One Publisher profile per Kajabi site in your account.
* Multiple Sponsor profiles, one for each Product or business you want to promote, including Products you don't manage through Kajabi.

The one rule to know: you can't connect two profiles of the same role to the same Kajabi site. A single site can have one Publisher profile and one Sponsor profile, but not two of either.

To add a profile:

1. Click on your profile name in the top right corner of the Amplify dashboard and click **+ Add a profile**.
2. Choose Publisher or Sponsor.
3. Walk through the matching setup flow above.

<Frame>
  <img alt="Amplify Profiles" />
</Frame>

### Add a Profile photo

A Profile photo replaces the default initial-letter avatar everywhere your profile appears. Photos are optional but help your profile feel more personal to other experts.

1. Go to **Settings > Profile**.
2. Select **Upload photo** under **Profile photo**.
3. Choose a photo from your computer.
4. Save your changes.

To replace the photo, select **Change**. To remove it, select **Remove** and your profile will return to the default initial-letter avatar.

<Frame>
  <img alt="Amplify Profile Photo" />
</Frame>

### Add a Joined year label

A **Joined \[year]** label automatically appears on your profile, showing the year you first created your Kajabi account. This acts as a trust signal for other experts — newer experts won't appear suspicious, and longer-tenured experts get credit for their history with Kajabi.

<Note>
  **Note:** If a Sponsor profile is not tied to a Kajabi site, no Joined label appears.
</Note>

### Earn profile badges

The Amplify team awards badges to high-performing Publisher profiles based on engagement and pricing data. Only one badge displays at a time. Badges are recalculated daily based on each Publisher's Email Broadcast data. Hover over a badge in the directory to see its description.

The current badges are:

* **High engagement:** This Publisher's audience clicks at a rate well above average for their audience size.
* **Good engagement:** This Publisher's audience shows solid, consistent click-through rates for their audience size.
* **Good value:** This Publisher is competitively priced relative to their audience size and engagement level.

## FAQs

### Can I be both a Publisher and a Sponsor?

Yes. During onboarding you'll create either your Publisher or Sponsor profile first. After onboarding, select **Add a Profile** to create the other. Setting up both maximizes your connections.

### What happens if I have multiple Kajabi sites?

You can create a separate Publisher profile for each site in your account. During setup, select the site whose audience you want to monetize.

### How many sponsored sends can I accept per month?

You can accept as many as you'd like. The **Projected Annual Revenue** estimate in your pricing settings projects potential earnings based on how often you're willing to send.

### How do I leave feedback about Amplify?

Use the **Leave feedback** button in the navigation bar to share your thoughts directly with the Amplify team.


# Add Google Tag Manager to a site
Source: https://help.kajabi.com/articles/analytics/add-google-tag-manager-to-your-site

Monitor site performance, conversion rates, and more by adding Google Tag Manager code to your site.

**Kajabi Analytics** offers essential data to help you run your online business. However, you can deepen your insight into your site performance, conversion rates, and more by adding Google Tag Manager code to your site.

<Warning>
  **Warning:**
  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

## Google Tag Manager (GTM)

Google Tag Manager is a tracking tag management solution offered by Google that simplifies tracking tag implementation for marketers, analysts, and developers.

Google Tags are typically used to track web page activity alongside Google Analytics to gain a better understanding of your site's performance and user activity.

When you create a Google Tag Manager account, you'll be provided with two snippets of code unique to your site: one to place in the Head section of your site code, and a second to place in the Body section. In this guide, we'll walk through where to paste each code snippet.

[Learn more about Google Tag Manager.](https://marketingplatform.google.com/about/tag-manager/)

Kajabi also helps you track data with Google Analytics via a Google Analytics integration built into your Site Settings. Learn to [connect Google Analytics](/articles/api-integrations/analytics-integrations/connect-google-analytics-with-kajabi) for more details.

## Add GTM code to your Site Settings

Learn to add Google Tag Manager (GTM) code to your Kajabi site.

### Create a Google Tag Manager account

First, [create a Google Tag Manager account.](https://marketingplatform.google.com/about/tag-manager/)

### Copy the GTM code

After creating a Google Tag Manager account, you are given a unique code to install GTM onto your site.

<Warning>
  **Warning:**
  The sample code used as an example in this tutorial will not work for your site. You must copy and paste the unique code for your own site out of your Google Tag Manager account. This code will be provided to you when you create your account in Step 1.
</Warning>

Copy the first snippet of code provided in your GTM account (not the sample code shown below):

<img alt="GTM Code Snippet 1" />

### Paste the GTM code into page scripts

Navigate to your Kajabi account to paste the GTM code snippet in your site Page Scripts.

1. Open the **Settings** tab from your Dashboard
2. Click **Site Details**
3. Navigate to **Page Scripts**
4. Paste your GTM code into your **Header Page Scripts**
5. Click **Save** to keep your changes

<div>
  <iframe />
</div>

## Add GTM code to individual pages

Learn to add your Google Tag Manager (GTM) code to specific pages on your site built with the Encore Template.

<Note>
  **Note:**
  Encore is the current default page template for Kajabi Pages.
</Note>

With the Encore Template you get access to Kajabi's latest, highly customizable page editing features. [Learn more about building your page with Kajabi Pages.](/articles/website/pages/pages-explained)

<Note>
  **Note:**
  Your Google Tag Manager (GTM) code can be added to specific pages without access to the Code Editor if your page is built with the Encore Template. Access to the code editor is required if your page is built with the legacy template, Premier. [Learn to add your GTM code to a page built with Premier.](#add-gtm-code-to-a-premier-legacy-page)
</Note>

### Copy the second GTM code snippet

After adding the first snippet of your GTM code to your page scripts as outlined above, return to Google Tag Manager and copy the second snippet of code provided (note: don't use the sample code shown below, use your own unique site code from GTM):

<img alt="GTM Code Snippet 2" />

### Paste the second GTM code snippet

Navigate back to your Kajabi account to paste the second GTM code snippet to your page:

1. Open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor) for your desired page
2. Click **+ Add Section** in the left sidebar editor
3. Scroll down to the end of the list and select **Custom Code**, then click **Add**
4. Then, click to open the **Custom Code** block in the left sidebar editor
5. Paste your second code snippet into the **Code** field
6. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

## Add GTM code to a Premier legacy page

Learn to add your Google Tag Manager (GTM) code to site pages built with the legacy template, [Premier.](/articles/website/pages/how-to-create-a-new-page-with-premier)

<Note>
  **Note:**
  Adding your Google Tag Manager code to a page built with the [Premier template](/articles/website/pages/how-to-create-a-new-page-with-premier) requires access to the [Code Editor](/articles/website/pages/how-to-access-the-code-editor) only available with the Pro Plan. [Learn more about Kajabi's pricing plans](https://kajabi.com/pricing).
</Note>

### Create a Google Tag Manager account

First, [create a Google Tag Manager Account.](https://marketingplatform.google.com/about/tag-manager/)

### Copy and paste the first GTM code snippet

After creating a Google Tag Manager account, you're given a unique code to install GTM onto your site.

<Warning>
  **Warning:**
  The sample code used as an example in this tutorial will not work for your site. You must copy and paste the unique code for your own site out of your Google Tag Manager account. This code will be provided to you when you create your account in Step 1.
</Warning>

Copy the first snippet of code provided in your GTM account (not the sample code shown below):

<img alt="GTM Code Snippet" />

Navigate to your Kajabi account to paste the first GTM code snippet into your page's Code Editor:

1. [Open the Code Editor](/articles/website/pages/how-to-access-the-code-editor) for your page
2. Open the **Templates** folder
3. Select the **index.liquid** file
4. Locate the opening `<head>` tag
5. Paste the first snippet of code on the line below the opening `<head>` tag

<div>
  <iframe />
</div>

### Copy and paste the second GTM code snippet

After copying and pasting the first snippet of your GTM Code, return to Google Tag Manager and copy the second snippet of code provided (note: don't use the sample code shown below, use your own unique site code from GTM):

<img alt="GTM Code Snippet 2" />

Then, navigate back to your Kajabi account to paste the second GTM code snippet into your page's Code Editor:

1. [Open the Code Editor](/articles/website/pages/how-to-access-the-code-editor) for your page
2. Open the **Templates** folder
3. Select the **index.liquid** file
4. Locate the opening `<body>` tag
5. Paste the second snippet of code on the line below the opening `<body>` tag
6. Click **Save** to keep your changes

<div>
  <iframe />
</div>

### Limitations with certain system pages

Google Tag Manager is added to your Kajabi site through the site-level header scripts. Most pages and templates load this script automatically. However, some system-level pages such as the Account Creation page, do not load site-level header scripts. Because of this, GTM will not run on these pages, and any GTM-based tags or triggers will not fire.

If you need reliable purchase tracking across all checkout paths, Kajabi recommends using:

* The native Google Analytics integration
* The native Meta Pixel integration

Learn more:

* [How to Connect Google Analytics with Kajabi](/articles/api-integrations/analytics-integrations/connect-google-analytics-with-kajabi)
* [Meta Pixel with Kajabi](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi)


# Analytics benchmarking
Source: https://help.kajabi.com/articles/analytics/analytics-benchmarking

Compare your performance against thousands of successful Kajabi Heroes with Benchmarking.

**Benchmarking** lets you compare your performance against anonymized, aggregated data from creators across all industries. Use the **Add comparison** dropdown in supported reports to see how your metrics measure up.

<img alt="Benchmarking" />

## Benchmarking industries

**Benchmarks** are based on performance of active revenue-earning Kajabi Heroes within one of the following industries:

* Education, Learning & Training
* Coaching, Consulting & Mentoring
* Health, Wellness & Fitness
* Personal Development & Self-Help
* Finance, Accounting & Investment
* Creative, Media, Entertainment & Gaming
* Marketing, Advertising & Communications
* Religion, Spirituality & Esoteric
* Retail, E-Commerce & Consumer Goods
* Construction, Home & Real Estate
* Sports & Recreation
* People, Workforce & Relationships
* Legal, Compliance & Government
* Food, Beverage & Hospitality
* Technology, Data & IT
* Agriculture, Animals & Environment
* Transportation & Logistics

## Benchmarking definitions

**Benchmarking** compares your performance to aggregated data from Kajabi Heroes within the selected industry segment. It provides several key values to help you understand how you stack up:

* **Your Site Average**: The mean (average) value for your site
* **25th Percentile**: Represents the lower quartile of the industry
* **Median**: The midpoint, or 50th percentile, for your selected industry
* **75th Percentile**: Represents the upper quartile of the industry

## Benchmarking supported reports

* [Gross Revenue Over Time](/articles/analytics/report-gross-revenue)
* [Offer Purchases Over Time](/articles/analytics/report-offer-purchases-over-time)
* [Refunds Over Time](/articles/analytics/report-refunds)
* [Free Purchases Over Time](/articles/analytics/report-free-offers-over-time)


# Analytics overview
Source: https://help.kajabi.com/articles/analytics/analytics-overview

Customize your dashboard to highlight key business metrics and access detailed reports.

The Analytics Overview report provides a customizable dashboard that highlights your key business metrics. It gives you a high-level snapshot of performance and serves as the starting point for accessing detailed reports and in-depth views.

## Customize your dashboard

You can tailor the analytics dashboard to display the data that matters most to your business.

* **Customize view**: Click *Customize view* and then *Add* to choose from the available widgets to add them to your dashboard
* **Reorganize widgets**: Drag and drop widgets to arrange them in your preferred order
* **Remove widgets**: Select the X in the corner of any widget to remove it
* **Adjust filters**: Use the filters at the top of the dashboard to change the time range, comparison period, or currency. Some widgets do not use the date filter and will display a note in the top corner indicating their relevant time frame

<div>
  <iframe />
</div>

## Widgets

### Payments

**[Gross Revenue](/articles/analytics/report-gross-revenue)**
Displays the total gross revenue generated over time, including all paid purchases. Does not account for refunds.

**[Refunds](/articles/analytics/report-refunds)**
Displays the total value of refunds issued over time, including full and partial refunds for paid purchases.

**[Top Offers](/articles/analytics/report-payments-by-offer)**
Displays gross revenue and payment counts by offer over a selected time frame.

**[Gross Revenue by Payment Method](/articles/analytics/report-payments-by-payment-method)**
Displays the total gross revenue generated by payment method over time, including all paid purchases. Does not account for refunds.

**[Gross Revenue by Pricing Type](/articles/analytics/report-payments-by-pricing-type)**
Shows the breakdown of payments by pricing type, including one-time payments, subscriptions, payment plans, free, and pay what you want.

### Contacts

**[New Contacts](/articles/analytics/report-new-contacts-over-time)**
Displays the number of new contacts added over a selected time frame.

**[Top Customers](/articles/analytics/report-top-customers)**
Displays top customers by total spend, including full and partial refunds for paid purchases.

**[Opt-ins](/articles/analytics/report-opt-ins)**
Displays the number of form submissions and landing page signups over a selected time frame.

**[Contacts by Segment](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)**
Displays the total number of contacts broken down by customer segment.

### Subscriptions

**[New Subscriptions](/articles/analytics/report-new-subscriptions-over-time)**
Displays new subscription counts and gross revenue over time, including those with trials.

**[MRR from Subscriptions](/articles/analytics/report-monthly-recurring-revenue-from-subscriptions)**
Displays monthly recurring revenue generated by active subscriptions.

**[ARPU from Subscriptions](/articles/analytics/report-average-subscription-revenue-per-user-over-time)**
Displays average revenue per user for subscriptions.

**[Subscription Status](/articles/analytics/report-subscription-status-by-offer)**
Displays the status of all current subscriptions by offer. Each status count can be clicked to open the subscription page with the filter already applied.

**[Subscription Retention](/articles/analytics/report-subscription-payment-retention-over-time)**
Displays the percentage of customers who continue making payments after each billing cycle.

**[Canceled Subscriptions](/articles/analytics/report-canceled-subscriptions-over-time)**
Displays the number of subscriptions that have been canceled within the selected time frame.

**[Churn Rate from Subscriptions](/articles/analytics/report-churn-rate-of-subscriptions-over-time)**
Displays the percentage of subscriptions canceled relative to the starting base in the selected period.

### Payment plans

**[New Payment Plans](/articles/analytics/report-new-payment-plans-over-time)**
Displays new payment plan counts and gross revenue over time, including those with trials.

**[Payment Plan Status](/articles/analytics/report-payment-plan-status-by-offer)**
Displays the status of all current payment plans. Each status count can be clicked to open the subscription page with the filter already applied.

**[Canceled Payment Plans](/articles/analytics/report-canceled-payment-plans-over-time)**
Displays the total number of canceled payment plans over time.

### Emails

**[Unsubscribed Contacts](/articles/contacts/manage-your-contacts/contact-preview-overview)**
Displays the total unsubscribe count from marketing emails. This data includes all historical records and does not adjust according to the selected time range.

For the full list of reports, refer to [Analytics Reports](/articles/analytics/analytics-reports).


# View Analytics reports
Source: https://help.kajabi.com/articles/analytics/analytics-reports

Track revenue, subscriptions, offers, customers, and more with Analytics reports.

To access Analytics reports, navigate to **Analytics** > **Reports** in the left navigation of your dashboard.

<img alt="Analytics Reports" />

The following reports are available. Click any report to view its dedicated article for definitions, data tables, and export details:

| Report                                                                                  | Description                                                                                                                              |
| --------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **[Gross Revenue](/articles/analytics/report-gross-revenue)**                           | Displays the total gross revenue generated over time, including all paid purchases. Does not account for refunds.                        |
| **[Refunds](/articles/analytics/report-refunds)**                                       | Shows the total value of refunds issued over time, including full and partial refunds for paid purchases.                                |
| **[Payments by Payment Method](/articles/analytics/report-payments-by-payment-method)** | Displays the breakdown of payments by payment method, showing how customers paid for their purchases (e.g. credit card, ApplePay, etc.). |
| **[Payments by Pricing Type](/articles/analytics/report-payments-by-pricing-type)**     | Shows the breakdown of payments by pricing type, including one-time payments, subscriptions, payment plans, free, and pay what you want. |
| **[Free Offers Over Time](/articles/analytics/report-free-offers-over-time)**           | Displays the total number of free offers purchased over time.                                                                            |


# Track individual learner progress
Source: https://help.kajabi.com/articles/analytics/can-i-track-individual-learner-progress

Track how far customers are in your course, assessment completion, and video watch progress.

Yes, you can track individual learner progress to see how far they are in your course, if they have completed your assessments or quizzes, and if they have watched the videos in your courses.

Check out the following articles to learn more:

* [Track customer progress in a Product](/articles/analytics/report-product-progress)
* [Segment, tag, or track customers who have watched a portion of a video](/articles/products/courses/how-to-segment-tag-or-track-customers-who-have-watched-a-portion-of-a-video)


# Trace individual learning paths
Source: https://help.kajabi.com/articles/analytics/can-we-trace-individual-learning-paths-for-each-customer-with-kajabi

Trace and track individual learning paths for customers.

Yes, you can trace individual learning paths for your customers.

[Learn to track your customer's progress.](/articles/analytics/report-product-progress)


# View audio stats
Source: https://help.kajabi.com/articles/analytics/how-to-view-audio-stats

Measure how your audio performs on Blog Posts and Course Lessons.

Measure **audio performance** on Blog Posts and Course Lessons by reviewing audio stats.

<div>
  <iframe />
</div>

## Access audio stats in a Course Lesson

Measure the performance of audio assets uploaded to your Course(s) to gain a better understanding of your customers and their engagement with your audio content.

### View stats for an audio asset in a Course Lesson

1. Open the **Products** tab from the Dashboard
2. Click into your Course and select the **Lesson** with your uploaded audio asset
3. Open the **Audio Actions** dropdown
4. Select **Audio Stats**

<div>
  <iframe />
</div>

## Access audio stats in a Blog Post

Measure the performance of your audio content in your Blog Post(s) to gain a better understanding of your blog visitors and their engagement with your audio content.

### View stats for an audio asset in a Blog Post

1. Open the **Website** tab from the Dashboard
2. Then, click the **Blog** tab
3. Select the **Blog Post** with your uploaded audio asset
4. Click **Audio Actions** in the media card
5. Then, select **Audio Stats**

<div>
  <iframe />
</div>

## Audio stats definitions

After opening your Audio Stats, you will see three main sections: summary stats, the engagement graph, and information for individual sessions.

These three sections can help you better understand how your visitors engage with your audio.

The data can be used to improve your audio content, how your content is displayed on the page, and the page context surrounding the audio in order to boost your play rate and engagement.

[Learn more with the Media Stats Overview](/articles/analytics/media-stats-overview)


# View analytics from a specific date range
Source: https://help.kajabi.com/articles/analytics/how-to-view-sales-and-other-analytics-from-a-specific-date-range

Track analytics daily, weekly, monthly, annually, or for any custom date range.

Tracking your analytics based on a **specific date range** allows you to discover patterns and examine critical statistics daily, weekly, monthly, annually, or for any desired range in between.

## Create a custom date range to track analytics

1. Open the **Analytics** tab from your Dashboard
2. Then, select the type of Analytics you'd like to view (i.e. net revenue, subscription metrics, opt-ins, page views, product progress, offers sold, affiliates)
3. Select the **date range dropdown** at the top right and highlight the date range you'd like to view
4. Click **Apply** and watch the graphs and tables below change to match your selected dates

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The local date, time, and timezone of a user's computer and browser will affect how the Analytic Reports display for that specific user.
</Note>


# View video stats
Source: https://help.kajabi.com/articles/analytics/how-to-view-video-stats

Measure video performance on your site Pages and Course Lessons.

Measure **video performance** on your site Pages and in your Course Lessons by reviewing video stats.

<div>
  <iframe />
</div>

## Access video stats on a Page

Measure your video asset's performance and gain a better understanding of your audience and their response to your content.

### View stats for a video asset uploaded to a Page

1. Open the **Website** tab from the Dashboard
2. Click **Pages**
3. Select the Page where you've uploaded your video asset
4. Open the Video Block containing your video asset
5. Click **Video Actions** in the sidebar
6. Then, select **Video Stats**

<div>
  <iframe />
</div>

## Access video stats in a Course Lesson

Measure the performance of videos uploaded to your Course(s) to gain a better understanding of your customers and their engagement with your video content.

### View stats for a video asset in a Course Lesson

1. Open the **Products** tab from the Dashboard
2. Click into your Course and select the **Lesson** with your uploaded video asset
3. Open the **Video Actions** dropdown
4. Select **Video Stats**

<div>
  <iframe />
</div>

## Video stats definitions

After opening your Video Stats, you will see three main sections: summary stats, the engagement graph, and information for individual sessions.

These three sections can help you better understand how your visitors engage with your video.

The data can be used to improve your video content, how your content is displayed on the page, and the page context surrounding the video in order to boost your play rate and engagement.

[Learn more with the Media Stats Overview](/articles/analytics/media-stats-overview)


# View the Email Click Report
Source: https://help.kajabi.com/articles/analytics/how-to-view-your-email-click-report

Access the Email Click Report to see which links are being clicked.

Access and review the **Email Click Report** to understand which links drive engagement in your email campaigns.

<div>
  <iframe />
</div>

## Email Click Report

The Email Click Report will give you insight into which links are being clicked in your email campaigns.

Every Email Broadcast or Email Sequence sent after February 16th, 2022 will include a Click Report, if there are links in your campaign that can be clicked.

With the Email Click Report you can compare your links to see which links are getting more clicks and which recipients are clicking on your links.

## View the Email Click Report

### Access the Email Click Report for an Email Broadcast

1. Open the **Marketing** tab from your Dashboard
2. Select the Email Broadcast you wish to view
3. Locate the **Clicked** tile
4. Select **View click report**

<div>
  <iframe />
</div>

### Access the Email Click Report for an Email Sequence

1. Open the **Marketing** tab from your Dashboard
2. Select the Email Sequence containing the email you wish to view
3. Click the **Report** tab
4. Then, click the **Report icon** to the right of the individual email
5. Locate the **Clicked** tile
6. Select **View click report**

<div>
  <iframe />
</div>

### The Email Click Report

Within your Email Click Report, you can:

* View the Links clicked
* View the Total Number of Clicks
* Access the Link Report

<img alt="Email Click Report" />

## View the Email Link Report

You can view your Email Link Report by selecting the **View Recipients** link in the Email Click Report. The Email Link Report displays the name and email of each contact who viewed a link, the date on which they clicked the link, and the number of clicks.

### Access the Email Link Report

1. First, open your Email Click Report as directed above
2. Then, click **View Recipients** next to the Link you wish to view

<Note>
  **Note:**
  The video example below opens the Email Click Report for an Email Broadcast.
</Note>

<div>
  <iframe />
</div>

Within your Link Report, you can also perform bulk actions.

Available Bulk Actions include:

* Add a [Tag](/articles/contacts/manage-your-contacts/tags-overview)
* Subscribe to an [Email Sequence](/articles/marketing/email-campaigns/email-campaigns-overview)

<img alt="Link Report Bulk Actions" />


# Insights overview
Source: https://help.kajabi.com/articles/analytics/insights-overview

Understand your contacts and their engagement with your marketing to improve outreach.

The **Insights** tab gives you a clear view of your contact engagement — who your contacts are, how they interact with your marketing, and where to focus your efforts.

<div>
  <iframe />
</div>

## Insights tab

With the Insights tab, you can gain a better understanding of your contacts and their engagement with your marketing materials to help you know what is working well and what needs improvement.

### Insights Dashboard

<img alt="Insights Dashboard" />

## Use Insights

Use the Insights tab to analyze and assess your email marketing best practices and improve your marketing materials based on your unique Insights.

Your Insights tab will filter by your Contacts, Customers, Subscribed, Unsubscribed, and by Subscriber Engagement.

### View Insights

1. Open the **Contacts** tab from your Dashboard
2. Click **Insights**
3. Click into each card to view a filtered list specific to the Insight group

<div>
  <iframe />
</div>

## Insights

Your Insights tab displays Insight Widgets containing aggregated data for each group.

Within each widget, you can view the filtered list to apply [bulk actions](/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab) to each particular group.

### Contacts

A contact is a person whose information you've saved to your Contacts tab. They can be added to your list by manual import, form, assessment, or Offer purchase.

* **Total Contacts** is the overall number of people who have ever been added to your contacts
* **New Contacts** is the number of people that have been added in the past 30 days

### Subscribed

Subscribed Contacts are subscribed to [marketing emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails).

* **Total Subscribers**: the number of contacts and customers that are currently subscribed to email marketing
* **New Subscribers**: the number of contacts and customers that subscribed to your email marketing in the last 30 days

### Customers

A customer is a contact that has purchased or been [granted](/articles/sales/offers/how-to-grant-an-offer) an Offer.

* **Total Customers** is the overall number of contacts that have ever purchased or been granted an Offer
* **New Customers** is the number of contacts that purchased an Offer in the past 30 days
* **Customer Activity** is the number of contacts that have logged in to their account in the past 30 days

### Unsubscribed

Contacts or Customers that are unsubscribed from [marketing emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails).

Total Unsubscribed is the total count of unsubscribed contacts in your list. There are multiple ways a contact becomes unsubscribed:

* **Manually Unsubscribed**: the sender/admin or contact unsubscribed manually in contact's preferences
* **Opted Out**: the contact clicked unsubscribe in the footer of the email they received
* **Bounced**: the contact's email was not deliverable. The system unsubscribes them to protect your email reputation
* **Marked Spam**: the contact marked the email as spam in their inbox
* **Never Subscribed**: the contact has never subscribed to email marketing. This could've been during an import the contact was not marked as subscribed or during a purchase, the customer did not opt-in to receive marketing emails

### Subscriber Engagement

Engaged subscribers are key to successful email marketing. We measure engagement by when subscribers last interacted with your emails. Each subscriber is grouped into one of the following tiers:

* **Healthy**: Interacted in 0-90 days
* **Passive**: Interacted in 91-180 days
* **Unengaged**: Idle for 181-270 days
* **Inactive**: Idle for 270+ days

Segmenting based on engagement is a good strategy to adopt. To maintain a healthier list, consider removing any inactive subscribers from your Contacts.

[Learn best practices for maintaining a healthy mailing list](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).

At the bottom of the Subscriber Engagement card is a toggle to give you the option to include an email open event as part of engagement. It is good to keep in mind that there is growing skepticism around using open events due to changes to mail privacy across different mail clients.


# Media Stats overview
Source: https://help.kajabi.com/articles/analytics/media-stats-overview

Review media statistics for videos and audio uploaded to Website Pages, Landing Pages, and Course Lessons.

**Media Stats** track how your audience engages with videos and audio across Website Pages, Landing Pages, and Course lessons. Use these stats to measure play rates, average engagement, and individual viewing sessions.

<div>
  <iframe />
</div>

## View media statistics

Measure the performance of your media content and gain a better understanding of your visitors from their response to your audio and video.

You can add video or audio content to your Website Pages, Landing Pages, Blog Posts, and Course Lessons to engage your audience.

Learn to access your media stats:

* [View video stats](/articles/analytics/how-to-view-video-stats)
* [View audio stats](/articles/analytics/how-to-view-audio-stats)

## Media stats definitions

Your media stats will display in three sections:

* Summary stats
* Engagement graph
* Information for individual sessions

These three sections can help you better understand how your visitors engage with your media.

The data can be used to improve your content, how the content is displayed on the page, and the page context surrounding the media in order to boost your play rate and engagement.

**Media stats card:**

<img alt="Media Stats Card" />

### Summary Stats

Located in the top right section of your Media Stats, your Summary Stats provide a high-level view of how your media has performed to-date:

<img alt="Summary Stats" />

#### Average Engagement

The Average Engagement is displayed as a percentage to provide insight into how your visitors engage with your media.

The percentage is calculated as the time spent engaging with your media (calculated in hours) divided by the product of the total number of plays and the media length.

```
Average Engagement = Engagement Time / (Total Plays x Media Length)
```

Click **View Details** to see how your Average Engagement was calculated.

#### Total Plays

Total Plays displays the total number of times a visitor clicked "play" to engage with your video.

This number is calculated each time a visitor plays your media content, not by unique views. Which means if a single visitor engages with your media multiple times, your Total Plays will include each time the visitor played your media.

Click **View Details** to compare the amount of time after uploading your media against the number of Total Plays.

#### Play Rate

The Play Rate is the percentage of time someone who saw the page containing your embedded media spent playing the media.

This metric is a great way to measure whether your video is in the best possible context:

* Media placement on the page
* Use of a captivating thumbnail image
* Customized player accent color to match your brand
* Surrounding text to encourage your page visitors to click play

Learn to [customize your Course Lesson](/articles/products/courses/how-to-customize-your-course-product-with-premier) in order to optimize your media.

### Engagement Graph

To the right of your summary stats, you'll see a preview of your media file.

This preview is an interactive engagement graph which allows you to see how your viewers are engaging with your content:

<img alt="Engagement Graph" />

Hover over the graph with your cursor (from left to right) to view the specific frame and overall engagement at that moment with your content.

In addition to viewing second-by-second data, the overall view can provide insight into the points at which your viewers lost interest or stopped paying attention and disengaged from your content.

Understanding this data empowers you to create content that best fits your audience to boost engagement.

### Individual Sessions

Directly below your summary stats and engagement graph, you'll find a list of individual sessions with a heat map displaying the exact moment an individual stopped playing your media:

<img alt="Individual Sessions" />

Each session contains viewer information, contextual information (when and where the media was viewed), and a timeline representing how the specific viewer interacted with your content.

At the end of each session is the total percentage of media the viewer played.

The dropdown arrow next to the viewer's location allows you to view more detail about your visitor:

* Type of device used to play your media
* Viewer IP address
* Exact page URL the visitor used to play your media

This information can help you understand how certain people engage with your media content.

For example, this data can provide insight into which topics may be more interesting to certain segments of your contacts, or help you gain a better understanding of when your most engaged visitors are interacting with your media.


# Report: Revenue Recovered from Abandoned Checkout Emails
Source: https://help.kajabi.com/articles/analytics/report-abandoned-checkout



The Revenue Recovered from Abandoned Checkout Emails report shows how your abandoned checkout emails are performing over time. This report helps you understand how many checkouts you're recovering, how much revenue those recoveries are generating, and how your audience is engaging with your follow-up emails.

This report is most useful for:

* Tracking how many abandoned checkouts are being recovered through email follow-ups
* Monitoring email engagement (opens, clicks) for your abandoned checkout emails
* Understanding the revenue impact of your abandoned checkout email settings

## **Data Presented in this Report**

<Frame>
  <img alt="Report1" />
</Frame>

## **Data table**

The data table includes the following columns:

* **Date:** The time period for the row of data, based on your selected granularity (day, week, or month).
* **Sent:** The total number of abandoned checkout emails sent during the period.
* **Opened:** The number of sent emails that were opened by the recipient.
* **Clicked:** The number of sent emails where the recipient clicked a link.
* **Recovered:** The number of checkouts that were completed after the recipient received an abandoned checkout email.
* **Recovery Rate:** The percentage of sent emails that resulted in a completed purchase (Recovered ÷ Sent × 100).
* **Revenue Recovered:** The total revenue attributed to recovered checkouts during the period.

## **How to use this report**

You can customize the data displayed in the report using several controls.

* **Time range:** Filter results by time period (e.g., last 30 days, custom date range).
* **Interval:** View data broken down by day, week, or month.
* **Offer selection:** Filter results to a specific offer or view data across all offers.
* **Add comparison:** Compare performance across two time periods side by side.

## **Export information**

When you export the Revenue Recovered from Abandoned Checkout Emails report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Sent
* Opened
* Clicked
* Recovered
* Recovery Rate
* Revenue Recovered
* Currency

## **FAQs**

### **Why don’t I see any metrics in the report?**

There is a delay between when emails get sent to when the metrics are updated in this report. If you don’t see your metrics immediately, come back in a few hours and they should be available.

### **When is a checkout considered "recovered"?**

A checkout is counted as recovered when a recipient of an abandoned checkout email completes a purchase for the same offer they previously abandoned within 14 days.

### **What counts as a sent email?**

Each abandoned checkout event triggers one email send. If the same person abandons the same offer's checkout multiple times, each abandonment is counted as a separate send.

### **Why might my open or click numbers look low?**

Open and click tracking can be affected by email clients that block tracking pixels or auto-click links for security scanning. These numbers are best used as directional signals rather than precise counts.

### **Does this report include data from before I enabled abandoned checkout emails?**

No. The report only includes data from sends that occurred while the abandoned checkout email setting was enabled on your offer.


# Report: Affiliates
Source: https://help.kajabi.com/articles/analytics/report-affiliates

View affiliate stats to see performance, commission earned, and customers referred.

The Affiliates report lets you view affiliate stats to see performance, commission earned, and customers referred. This report helps you identify your top-performing affiliates, monitor conversions, and track payouts.

This report is most useful for:

* Tracking which affiliates are driving sales and referrals
* Reviewing commissions owed and earned

<Note>
  **Note:**
  The Affiliates Report is only available with the Growth and Pro Plans. Learn more about our Growth and Pro Plans at [kajabi.com/pricing](https://kajabi.com/pricing). For more information on using the affiliates feature, visit [Affiliate Overview](/articles/sales/affiliates/affiliates-overview).
</Note>

## Data table

The data table includes the following columns:

* **Rank**: The affiliate's rank based on amount of sales
* **Affiliate Name**: The name or email of the affiliate. Clicking a name reveals all customers they have referred
* **Commission**: The total commission earned by the affiliate during the selected date range
* **Conversions**: The number of successful transactions attributed to the affiliate
* **Total Clicks**: The total number of tracked clicks from the affiliate's links
* **Conversion Rate**: The ratio of conversions to clicks, expressed as a percentage

<img alt="Affiliates Data Table" />

When you click on an affiliate's name, you'll see additional details for each referred customer:

* Customer Referred
* Customer Email
* Commission
* Offer Purchased
* Purchase Date

## How to use this report

You can customize the data displayed in the report using several controls.

* **Time range**: Filter results by time period (e.g., last 7 days, last 30 days, custom date range)
* **Affiliate Name or Email**: Search and filter results to focus on a specific affiliate

<img alt="Report Controls" />

## Export information

When you export the Affiliates report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Name
* Email
* Revenue
* Commission
* Conversion
* Conversion Rate
* Total Clicks
* Last Sale
* Override Percentage
* PayPal Email

## FAQs

### How is conversion rate calculated?

Conversion rate = (Conversions ÷ Total Clicks) × 100.

### Why do some affiliates show \$0 commission even with conversions?

This can occur if the transaction was ultimately free.

### Can I track performance across different offers for the same affiliate?

Yes. Clicking on an affiliate's name will show the specific offers purchased by their referrals.

### How does the "Override Percentage" field affect commission?

The override percentage adjusts the affiliate's standard commission rate set manually by an admin.

### How can I export the PayPal Mass Payment report?

To export this report to manually pay your affiliates, navigate to **Affiliates** -> **Transactions** -> **Pay now** -> **View itemized transactions**. Learn more about Manual Payouts.


# Report: Average subscription revenue per user over time
Source: https://help.kajabi.com/articles/analytics/report-average-subscription-revenue-per-user-over-time

Track average revenue per user (ARPU) from subscriptions to identify customer value trends.

Displays the average revenue per user (ARPU) from subscriptions during a selected date range. This metric represents the monthly recurring revenue (MRR) per unique customer who has at least one paying subscription. Calculated by taking the total net MRR (after coupon discounts) and dividing it by the count of unique active subscription customers.

This metric helps track how much recurring revenue each customer generates on average and identify customer value trends over time. The report includes only paying subscriptions that have started before the end of each time period and are not canceled before that period. Free trials without setup fees are excluded from both MRR and customer count calculations until the first successful payment occurs. Coupon discounts are applied based on their duration and type. The report excludes canceled subscriptions and normalizes all subscription intervals into monthly revenue amounts.

This report is most useful for:

* Monitoring how much revenue your subscribers generate on average
* Comparing ARPU across different time periods to identify growth or decline
* Evaluating the impact of pricing changes, discounts, or plan adjustments

## Data presented

<img alt="ARPU Report" />

### Visual charts

* **Average subscription revenue per user (line chart)**: Displays ARPU trends across the selected time frame

### Data table

The data table provides a daily breakdown of ARPU and supporting metrics:

* **Date**: The calendar date of the data
* **Total customers**: The total number of active subscribers for that date
* **Net MRR**: The total subscription revenue earned for that date (after refunds or adjustments)
* **Average subscription revenue per user (ARPU)**: The net revenue divided by total customers

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter ARPU data by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view ARPU across all offers or focus on a specific offer
* **Currency selector**: View ARPU in your preferred currency
* **Add comparison**: Compare current ARPU to past performance

<img alt="Report Controls" />

## Export information

When you export the **Average subscription revenue per user over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Total customers
* Net revenue
* Average revenue per user
* Currency


# Report: Canceled payment plans over time
Source: https://help.kajabi.com/articles/analytics/report-canceled-payment-plans-over-time

Track payment plan cancellations and identify common cancellation reasons.

The **Canceled payment plans over time** report displays the number of payment plans canceled within a selected time frame. It provides a breakdown of cancellation reasons to help you understand how customers were canceled.

This report is most useful for:

* Tracking payment plan cancellations across time periods
* Identifying which cancellation reasons (e.g., voluntary, delinquent, internal) are most common

## Data presented

<img alt="Canceled Payment Plans" />

### Visual charts

* **Payment plans canceled (stacked bar chart)**: Shows the total number of cancellations over time, broken down by reason (voluntary, internal, delinquent, etc.)

### Data table

The data table provides a monthly breakdown of cancellations by reason:

* **Interval**: The calendar month of cancellations
* **Voluntary**: Cancellations initiated directly by customers choosing to end their payment plan
* **Internal**: Cancellations manually processed by an internal user on behalf of a customer
* **Delinquent**: Cancellations due to failed and overdue payments that were not resolved
* **Automation**: Cancellations triggered by an automated rule you set up in Kajabi
* **Bulk action**: Cancellations applied in bulk by an internal user
* **External**: Cancellations that originated outside Kajabi, such as through a 3rd party payment method or provider
* **API**: Cancellations triggered programmatically via Kajabi's API

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter cancellations by period (e.g., last 7 days, last 30 days, last 12 months, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view cancellations across all offers or focus on a specific offer

<img alt="Report Controls" />

## Export information

When you export the **Canceled payment plans over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Month
* Voluntary
* Internal cancellation
* Delinquent
* Automation
* Bulk action
* External
* API
* Other

## FAQs

### Why are some cancellation reasons not appearing for my site?

The cancellation reasons shown in this report are limited to the date range you selected. Only events that occurred within that time frame will appear.

### Do pending cancellations show up in this report?

No. This report only includes payment plans that are fully canceled. To see payment plans that are in a pending cancellation state, use the Payment Plan Status by Offer report.

### What is the "Other" cancellation reason in my report?

The "Other" category appears when a cancellation does not match any of the specified reasons. If you would like details for your specific site, please contact [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Report: Canceled subscriptions over time
Source: https://help.kajabi.com/articles/analytics/report-canceled-subscriptions-over-time

Track subscription cancellations and identify common cancellation reasons.

The **Canceled subscriptions over time** report displays the number of subscriptions canceled within a selected time frame. It provides a breakdown of cancellation reasons to help you understand how customers were canceled.

This report is most useful for:

* Tracking subscription cancellations across time periods
* Identifying which cancellation reasons (e.g., voluntary, delinquent, internal) are most common

## Data presented

<img alt="Canceled Subscriptions" />

### Visual charts

* **Subscriptions canceled (stacked bar chart)**: Shows the total number of cancellations over time, broken down by reason (voluntary, internal, delinquent, etc.)

### Data table

The data table provides a monthly breakdown of cancellations by reason:

* **Interval**: The calendar month of cancellations
* **Voluntary**: Cancellations initiated directly by customers choosing to end their subscription
* **Internal**: Cancellations manually processed by an internal user on behalf of a customer
* **Delinquent**: Cancellations due to failed and overdue payments that were not resolved
* **Automation**: Cancellations triggered by an automated rule you set up in Kajabi
* **Bulk action**: Cancellations applied in bulk by an internal user
* **External**: Cancellations that originated outside Kajabi, such as through a 3rd party payment method or provider
* **API**: Cancellations triggered programmatically via Kajabi's API

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter cancellations by period (e.g., last 7 days, last 30 days, last 12 months, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view cancellations across all offers or focus on a specific offer

<img alt="Report Controls" />

## Export information

When you export the **Canceled subscriptions over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Month
* Voluntary
* Internal cancellation
* Delinquent
* Automation
* Bulk action
* External
* API
* Other

## FAQs

### Why are some cancellation reasons not appearing for my site?

The cancellation reasons shown in this report are limited to the date range you selected. Only events that occurred within that time frame will appear.

### Do pending cancellations show up in this report?

No. This report only includes subscriptions that are fully canceled. To see subscriptions that are in a pending cancellation state, use the Subscription Status by Offer report.

### What is the "Other" cancellation reason in my report?

The "Other" category appears when a cancellation does not match any of the specified reasons. If you would like details for your specific site, please contact [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Report: Cart orders over time
Source: https://help.kajabi.com/articles/analytics/report-cart-orders-over-time

Track cart-based orders, revenue, average order value, and items per order.

The **Cart Orders Over Time** report shows metrics relating to cart orders over a selected timeframe.

This report is most useful for:

* Tracking the volume of cart-based orders over time
* Measuring gross revenue associated with cart orders
* Monitoring average order value and items per order in carts

## Data presented in this report

<img alt="Cart Orders Report" />

### Visual charts

* **Cart Orders Over Time**: Displays the number of cart orders and associated revenue by day, week, month, or year

### Data table

* **Date**: The specific time period selected (day, week, month, or year)
* **Quantity**: The number of cart orders placed during that period
* **Gross revenue**: The total gross revenue generated from cart orders
* **Average order value (AOV)**: The average dollar value of cart orders
* **Average items per order**: The average number of items included per cart order

## How to use this report

You can customize the data displayed in the report using several controls.

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **Currency selector**: View stats in your preferred currency
* **Comparison**: Compare current results against a past period

## Export information

When you export the **Cart Orders Over Time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Interval
* Quantity
* Gross revenue amount
* Gross revenue currency
* Average order value
* Average order value currency
* Average items per order


# Report: Churn rate of subscriptions over time
Source: https://help.kajabi.com/articles/analytics/report-churn-rate-of-subscriptions-over-time

Track the percentage of subscriptions canceled and understand retention trends.

The Churn Rate of Subscriptions Over Time report displays the percentage of subscriptions that were canceled during a selected date range. It helps you track retention and understand how cancellations affect overall growth.

Subscriptions are only counted once they become paying subscriptions. If a subscription has a trial without a setup fee, it will appear in this report as a paying subscription once the trial has ended and the first payment is complete. If a subscription includes both a trial and a setup fee, it is counted as a paying subscription starting from the purchase date.

This report is most useful for:

* **Gross Churn Rate**: measuring the percentage of existing subscriptions that canceled
* **Net Churn Rate**: understanding whether the subscription business grew or shrank when comparing new paying subscriptions to canceled subscriptions
* **Growth Rate**: identifying the pace of adding new paying subscriptions

## Data presented in this report

<img alt="Churn Rate Report" />

### Visual charts

* **Churn rate (line chart)**: Displays the gross churn rate percentage across the selected time frame

### Data table

The data table provides a detailed breakdown of subscription activity, including:

* **Interval**: The reporting interval (day, week, month, or year) within the selected date range
* **Period Start**: The number of non-canceled subscriptions at the beginning of the period
* **New**: The number of paying subscriptions that began during the period
* **Canceled**: The number of subscriptions that were canceled during the period. This is based on the date the subscription actually reached canceled status, not the date it was set to pending cancellation
* **Started/Ended**: The number of paying subscriptions that both started and ended within the same period. These are not included in the New or Canceled counts in this report
* **Period End**: The number of non-canceled subscriptions at the end of the period
* **Gross Churn Rate**: The percentage of subscriptions canceled during the period, relative to the starting base. Calculated as Canceled ÷ Period Start
* **Net Churn Rate**: The percentage of cancellations after accounting for new subscriptions. Calculated as (Canceled – New) ÷ Period Start
* **Growth Rate**: The percentage of growth in subscriptions compared to the start of the period. Calculated as New ÷ Period Start

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter data by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view churn data across all offers or focus on a specific offer
* **Currency selector**: View stats in your preferred currency
* **Add comparison**: Compare current churn results against a past period

<img alt="Report Controls" />

## Export information

When you export the **Churn rate of subscriptions over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Subscriptions at period start
* New subscriptions
* Canceled subscriptions
* New subscriptions that were cancelled during the period
* Subscriptions at period end
* Gross churn rate
* Net churn rate
* Growth rate

## FAQs

### Why does my net churn rate appear negative?

A negative net churn rate means you added more new subscriptions than were canceled during the period. In other words, growth in new paying subscriptions outpaced the number of cancellations. This is a positive outcome because it shows your subscription base expanded overall, even though some subscriptions may have still churned.


# Report: Free offers over time
Source: https://help.kajabi.com/articles/analytics/report-free-offers-over-time

Track the total number of free offers purchased over time.

The **Free Offers Over Time** report is the total number of free offers purchased over time.

## View the Free Offers Over Time report

To access your Free Offers Over Time report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Free Offers over Time**

<img alt="Free Offers Report" />

### Understand Free Offers Over Time

In this report, you can view the total number of free offers purchased over time and when they were purchased.

<Note>
  **Note:**
  [Granted offers](/articles/sales/offers/how-to-grant-an-offer) and [fully discounted purchases](/articles/sales/coupons/how-to-create-a-coupon) are not included in the Free offers over time report.
</Note>

<img alt="Free Offers Data" />

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency, date, and offer:

<div>
  <iframe />
</div>

## Export the Free Offers Over Time report

Export your free offers overtime report to share, file, and record your free offers.

### Export Free Offers Over Time

1. Open the **Analytics** tab from your Dashboard
2. Click **Free Offers Over Time**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from the downloaded files on your hard drive.

## Exported data

The following data is exported with the Free Offers Over Time report:

* Day
* Quantity
* Number of Customers

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>


# Report: Gross revenue
Source: https://help.kajabi.com/articles/analytics/report-gross-revenue

Track total gross revenue generated over time including all paid purchases.

**Gross Revenue Over Time** is the total gross revenue generated over time, including all paid purchases. It does not account for refunds.

## View gross revenue over time

To access your gross revenue over time report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Gross Revenue Over Time**

<img alt="Gross Revenue Report" />

## Understand the Gross Revenue Over Time report

### Line graph

View your gross revenue over time.

Hover over your line graph for more detailed information about your gross revenue:

<div>
  <iframe />
</div>

### Timeframe

Choose the timeframe of the data set you would like to view from the top dropdown. Select from our presets or choose a custom date range:

<div>
  <iframe />
</div>

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency and offer:

<div>
  <iframe />
</div>

## Export the Gross Revenue Over Time report

Export your Gross Revenue to share, file, and record your refunds.

### Export Gross Revenue Over Time

1. Open the **Analytics** tab from your Dashboard
2. Click **Gross Revenue Over Time**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from your downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>

## Exported data

The following data is exported with the Gross Revenue Over Time report:

* Day
* Quantity
* Amount
* Currency


# Report: Monthly recurring revenue from payment plans
Source: https://help.kajabi.com/articles/analytics/report-monthly-recurring-revenue-from-payment-plans

Track MRR from payment plans to measure recurring revenue growth.

The **Monthly Recurring Revenue (MRR) from Payment Plans** report displays the total recurring revenue normalized into monthly amounts from all paying payment plans during a selected date range. It helps you track payment plan revenue growth and understand your predictable income stream.

The report includes gross MRR (total payment plan revenue) and net MRR (after coupon discounts). Payment plans are included once they have a successful payment, regardless of trial status. Trial payment plans with setup fees are counted immediately upon purchase, while free trials are only included after the first successful payment. The report excludes canceled payment plans and applies coupon discounts based on their duration and type.

This report is most useful for:

* Tracking the growth of recurring revenue over time
* Measuring the stability of your payment plan business

## Data presented

<img alt="MRR Payment Plans" />

### Visual charts

* **Line chart**: Displays the trend of net MRR over the selected time range

### Data table

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Gross MRR**: Total monthly recurring revenue before discounts
* **Coupon discounts**: The value of discounts applied to payment plans
* **Net MRR**: Gross MRR minus coupon discounts

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter by period (e.g., last 7 days, last 30 days, last 12 months, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view MRR for multiple offers or a specific offer
* **Currency selector**: View in your preferred currency
* **Comparison**: Compare to past periods for trend insights

<img alt="Report Controls" />

## Export information

When you export the **Monthly recurring revenue from payment plans** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Gross MRR
* Coupon discounts
* Net MRR
* Currency

## FAQs

### What's the difference between Gross MRR and Net MRR?

* Gross MRR is your total monthly recurring revenue before any discounts are applied
* Net MRR subtracts coupon discounts, showing the actual recurring revenue your business earns


# Report: Monthly recurring revenue from subscriptions
Source: https://help.kajabi.com/articles/analytics/report-monthly-recurring-revenue-from-subscriptions

Track MRR from subscriptions to measure recurring revenue growth and stability.

The **Monthly Recurring Revenue (MRR) from Subscriptions** report displays the total recurring revenue normalized into monthly amounts from all paying subscriptions during a selected date range. It helps you track subscription revenue growth and understand your predictable income stream.

The report includes gross MRR (total subscription revenue) and net MRR (after coupon discounts). Subscriptions are included once they have a successful payment, regardless of trial status. Trial subscriptions with setup fees are counted immediately upon purchase, while free trials are only included after the first successful payment. The report excludes canceled subscriptions and applies coupon discounts based on their duration and type.

This report is most useful for:

* Tracking the growth of recurring revenue over time
* Measuring the stability and health of your subscription business

## Data presented

<img alt="MRR Subscriptions" />

### Visual charts

* **Line chart**: Displays the trend of net MRR over the selected time range

### Data table

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Gross MRR**: Total monthly recurring revenue before discounts
* **Coupon discounts**: The value of discounts applied to subscriptions
* **Net MRR**: Gross MRR minus coupon discounts

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Filter by period (e.g., last 7 days, last 30 days, last 12 months, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view MRR for multiple offers or a specific offer
* **Currency selector**: View in your preferred currency
* **Comparison**: Compare to past periods for trend insights

<img alt="Report Controls" />

## Export information

When you export the **Monthly recurring revenue from subscriptions** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Gross MRR
* Coupon discounts
* Net MRR
* Currency

## FAQs

### What's the difference between Gross MRR and Net MRR?

* Gross MRR is your total monthly recurring revenue before any discounts are applied
* Net MRR subtracts coupon discounts, showing the actual recurring revenue your business earns


# Report: Net revenue
Source: https://help.kajabi.com/articles/analytics/report-net-revenue

Track total revenue after refunds and discounts are removed.

Net Revenue is the total amount of money generated by your business each day after refunds and/or discounts have been removed from the total. Learn to view your Net Revenue.

<div>
  <iframe />
</div>

## Net revenue calculation

Net Revenue is a combination of the **Gross Revenue** (**recurring** and **non-recurring** sales) subtracted by your **refunds**.

Gross Revenue (Recurring and Non-recurring) - Refunds = Net Revenue

## View net revenue

### Access the Net Revenue report

1. Open the **Analytics** tab from your Dashboard
2. Click **Net Revenue**

<img alt="Net Revenue Report" />

<Note>
  **Note:**
  You can also view Net Revenue attributed to your Email Broadcasts, Email Sequences, Event Emails, and individual emails within your Sequences. [Learn more.](/articles/marketing/email-campaigns/email-metrics-overview)
</Note>

## Understand the net revenue report

### Line graph

View your Gross revenue as well as your refunds, giving you your total **Net Revenue.**

Hover over your Line Graph to view more detailed information about your Gross Revenue, Refunds, Net Revenue, and Purchases.

<div>
  <iframe />
</div>

### Compare offers

Click **Compare Offers** to compare the Net Revenue of your Offers during your specified time frame:

<img alt="Compare Offers" />

### Timeframe

Choose the timeframe of the data set you would like to view from the top dropdown. Select from our presets or choose a custom date range. Then, choose if you want to view the sales **Daily**, **Weekly**, **Monthly**, or **Annually**:

<div>
  <iframe />
</div>

### Revenue by offer

#### Net Revenue and Top Selling Offers

This donut chart displays the total net revenue and ranks your top 5 Offers by the amount of revenue generated:

<img alt="Net Revenue Donut Chart" />

#### Refunds and Top Refunded Offers

This donut chart displays your total refunds and ranks the top 5 Offers refunded:

<img alt="Refunds Donut Chart" />

### Summary

The Summary breaks down your Net Revenue in much greater detail by displaying the Payments collected, Revenue made, Refunds given, and Offers purchased by day. Filter the Time Frame displayed with the dropdown menu at the top of the Report:

<img alt="Net Revenue Summary" />

### Using filters

Using the filter bar on the right of the page, you can alter your entire data set by payment type, currency, and by choosing up to 5 Offers.

Remember to click **Apply** to display your filtered data:

<div>
  <iframe />
</div>

## Export the net revenue report

Export your Net Revenue Report to share, file, and record your net revenue.

Your Net Revenue Report can be exported as "Revenue by Date" or "Offers by Date":

* **Revenue by date**: Displays the cumulative revenue amount by date within your specified date applied before exporting
* **Offers by date**: Displays every Offer sold for each date within your specified date filtered applied exporting

### Export Net Revenue

1. Open the **Analytics** tab from your Dashboard
2. Click **Net Revenue**
3. Located toward the top of the page, click **Export**
4. Select **Revenue By Date** or **Offers by Date**

<div>
  <iframe />
</div>

Access your exported report from your downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Exported data

The following data is exported with the Net Revenue report, depending on if Revenue by Date or Offers by Date is chosen:

### Revenue by Date

* Start Date
* Revenue
* Refunds
* Payment Types
* Currency

### Offer by Date

* Start Date
* Offer Token
* Title
* Price
* Recurring
* Gross Revenue
* Revenue Count
* Refunds
* Refund Count
* Currency

## Net revenue analytics vs. Stripe

Stripe does not take refunds into account.

In addition, the Net Revenue report uses the timezone you selected for your site which can be found in your [Account Details](/articles/account-settings/my-kajabi/change-your-account-details), whereas your Stripe dashboard may be localized to your own timezone.

<img alt="Account Details timezone" />

This means revenue may be reported on a different day than Stripe.


# Report: New contacts over time
Source: https://help.kajabi.com/articles/analytics/report-new-contacts-over-time

Track contact list growth and monitor fluctuations in new contacts.

Displays the number of new contacts added over a selected time frame. Counts reflect the date each contact was first created.

This report is most useful for:

* Tracking contact list growth over time
* Monitoring daily, weekly, or monthly fluctuations in new contacts
* Evaluating the impact of marketing campaigns, promotions, or offers on new sign-ups

## Data presented in this report

<img alt="New Contacts Report" />

### Visual charts

* **Contacts added (line chart)**: Displays the number of new contacts added within the selected time frame

### Data table

The data table provides a detailed breakdown of contact growth, including:

* **Date**: The calendar date when contacts were added
* **New contacts**: The number of new contacts created on that date
* **Total contacts**: The running total number of contacts in your system

## How to use the report

### Controls

* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Currency selector**: View stats in your preferred currency (if applicable)
* **Comparison**: Use the Add comparison option to compare new contact growth in the current period against a past period, making it easier to evaluate performance trends

<img alt="Report Controls" />


# Report: New payment plans over time
Source: https://help.kajabi.com/articles/analytics/report-new-payment-plans-over-time

Track new payment plan counts and gross revenue over time.

Displays new payment plan counts and gross revenue over time, tracking all completed payment plan purchases including those with a trial. Purchase counts are based on the original transaction date, regardless of any trial period. Gross revenue reflects the setup fee amount when applicable, with \$0 recorded for trial-only purchases without a setup fee.

This report is most useful for:

* Comparing periods of growth to identify seasonality, promotional performance, or shifts in customer subscription purchase behavior

## Data presented in this report

<img alt="New Payment Plans Report" />

### Visual charts

* **Payment plans sold (line chart)**: Shows the total count of new payment plans purchased within the selected time frame

### Data table

The data table below the chart provides a daily breakdown, including:

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Subscriptions sold**: The number of new payment plans purchased. Purchase counts are based on the original transaction date, regardless of any trial period
* **Gross revenue**: The total gross revenue earned from purchased payment plans. Gross revenue reflects the setup fee amount when applicable, with \$0 recorded for trial-only purchases without a setup fee

## How to use the report

### Controls

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **Comparison**: Use the **Add comparison** option to compare current payment plan performance to a past period. This helps identify growth trends or seasonal changes
* **Currency selector**: View stats in your preferred currency

<img alt="Report Controls" />

## Export information

When you export the **New Payment Plans over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Payment plans sold
* Gross revenue
* Currency


# Report: New subscriptions over time
Source: https://help.kajabi.com/articles/analytics/report-new-subscriptions-over-time

Track new subscription counts and gross revenue over time.

Displays new subscription counts and gross revenue over time, tracking all completed subscription purchases including those with a trial. Purchase counts are based on the original transaction date, regardless of any trial period. Gross revenue reflects the setup fee amount when applicable, with \$0 recorded for trial-only purchases without a setup fee.

This report is most useful for:

* Comparing periods of growth to identify seasonality, promotional performance, or shifts in customer subscription purchase behavior

## Data presented in this report

<img alt="New Subscriptions Report" />

### Visual charts

* **Subscriptions sold (line chart)**: Shows the total count of new subscriptions purchased within the selected time frame

### Data table

The data table below the chart provides a daily breakdown, including:

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Subscriptions sold**: The number of new subscriptions purchased. Purchase counts are based on the original transaction date, regardless of any trial period
* **Gross revenue**: The total gross revenue earned from purchased subscriptions. Gross revenue reflects the setup fee amount when applicable, with \$0 recorded for trial-only purchases without a setup fee

## How to use the report

### Controls

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **Comparison**: Use the **Add comparison** option to compare current subscription performance to a past period. This helps identify growth trends or seasonal changes
* **Currency selector**: View stats in your preferred currency

<img alt="Report Controls" />

## Export information

When you export the **New subscriptions over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Subscriptions sold
* Gross revenue
* Currency


# Report: Offer purchases over time
Source: https://help.kajabi.com/articles/analytics/report-offer-purchases-over-time

Track offer purchase quantities, gross revenue, and first vs returning purchases.

The **Offer Purchases Over Time** report displays offer purchase quantities and gross revenue over time, tracking all completed purchases including free pricing types, 100% discounted purchases, and trial subscriptions. Purchase counts reflect the original transaction date regardless of trial periods, with revenue showing \$0 for trial-only purchases or the setup fee amount when applicable. The report provides breakdowns for 1st versus returning purchases.

This report is most useful for:

* Tracking overall offer purchase activity
* Measuring the revenue impact of first purchases versus returning purchases
* Understanding performance by pricing type

## Data presented in this report

<img alt="Offer Purchases Report" />

### Visual charts

* **Offer Purchases Over Time (line chart)**: Displays the total quantity and gross revenue of purchases over time
* **Purchase Quantity (donut chart)**: Breaks down purchases by a customer's first purchases versus returning purchases
* **Purchase Gross Revenue (donut chart)**: Breaks down gross revenue by first purchases versus returning purchases

### Data table

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Gross revenue**: The total gross revenue earned from those purchases at the time of purchase
* **First purchases quantity**: The number of purchases made by new customers
* **Returning purchases quantity**: The number of purchases made by returning customers
* **Total quantity**: The total number of offers purchased

## How to use this report

You can customize the data displayed in the report using several controls.

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range)
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **First purchases only**: Limit the report to first purchases only
* **Currency selector**: View stats in your preferred currency
* **Comparison**: Compare current results against a past period

## Export information

When you export the **Offer Purchases Over Time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Date
* Total quantity
* Gross revenue
* First purchases quantity
* First purchases gross revenue
* Returning purchases quantity
* Returning purchases gross revenue
* Currency

## FAQs

### What does the First Purchases Only filter do?

This filter limits the entire report and export to show only revenue and quantities from first purchases over the specified date range.

### How are First Purchases defined?

First purchases represent purchases made by customers who have not purchased an offer from your site before. Offer grants do not count as purchases.

### What happens if a new customer has purchased multiple offers within the date range?

If a new customer has purchased twice in the date range, their First purchase will be attributed as a "First Purchase", and their subsequent purchases will be attributed to "Returning purchases". This report may classify a single customer in each if they join your site within date range you select.

### Are Free and Trial purchases included in this report?

Yes, purchases that are Free or include a Trial period are classified as a Purchase in this report.


# Report: Offers sold
Source: https://help.kajabi.com/articles/analytics/report-offers-sold

Understand what offers were sold in a given time frame and measure marketing impact.

With the Offers Sold Report, you can understand what offers were sold (or purchased) in a given time frame.

This will help you analyze when offers are performing best and why.

This means you can measure the response to your marketing - such as the impact of an Event on your sales or the volume generated as a result of your social media campaigns. All by identifying the offers purchased around the date of your event or marketing campaigns.

## View the offers sold report

1. Open the **Analytics** tab from your Dashboard
2. Click **View** in the Offers Sold card

<div>
  <iframe />
</div>

### Filter the offers sold report

* Payment Type
* Currency
* Offer
* Date

To Filter your report use the dropdown menu in the sidebar to select your filters and click **Apply**:

<img alt="Offers Sold Filters" />

## Understand the offers sold report

**Offers Sold** indicates the total number of offers purchased, including both first purchases and regular purchases.

<img alt="Offers Sold Report" />

### First purchase vs. regular purchases

Discerning between First Purchases and Regular Purchases is essential to understanding how much of your revenue is coming from existing customers or new customers.

* **First Purchases**: Of the total Offers Sold, the First Purchase contains the number of first-time purchases made by new customers
* **Regular Purchases**: A purchase made by a current customer of your site that has previously purchased an offer on your site

Return customers are *huge* for your business because it demonstrates the belief your existing customers have in your products and services and their loyalty to you and your brand.

Understanding the patterns of your existing customers can give you insight into the lifetime value of gaining a new customer. For example, if your total Offers Sold in a given time frame is considerably higher than your First Purchases made, this can mean that your existing customers - and in turn, your new customers - are more likely to return and purchase from you again and again.

### Offer payment types

When creating Offers in Kajabi, you have the option to select from [four different payment types](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer):

* Free
* Single Payment
* Payment Plan
* Recurring Subscription

The Offers Sold Report displays the analytics for One-Time Payment Offers, Payment Plan Offers, and Recurring Subscriptions.

**Payment Plans and Recurring Subscription Offers**

* **Payment Plan Offers** display the installment/increment price paid for the Payment Plan Offer on the report for each month
* **Recurring Subscription Offers** reflect the date of purchase as the Start Date and the Sales amount displays the one-month charge of the Recurring Subscription Offer. Take a look at the [Subscription Metrics](/articles/analytics/report-subscription-metrics) report for a deeper understanding of your Recurring Subscription Type Offers

The Payment Plan and Recurring Subscription types are denoted by an asterisk (\*) in your report.

<img alt="Payment Types" />

**Are Free Offers included?**

Free Offers are not included in this report because there are no transactions accompanying Free Offers.

**What if I change my Offer Payment Type to be a Free Offer?**

If the Offer was initially set with a payment but is later updated to a Free Offer, purchases that occur when the initial Offer is set (the Offer with a payment) will be displayed in the Offers Sold Report. After the Offer is updated to a Free Offer, the purchases that occur following the update will not appear in the report.

<Note>
  **Note:**
  If the first purchase is a subscription offer and the next offer purchased by that same customer is a one-time payment offer, the one-time payment offer purchased will be added to the total amount under "Offers Sold", but not the amount under "First Purchase" in the Offers Sold Report.
</Note>

## Export the Offers Sold report

Export your Offers Sold Report to share, file, and record your offers sold.

Your Offers Sold Report can be exported as "Sales by Date" or "Offers by Date":

* **Sales by date**: Displays the cumulative sales amount by date within your specified date applied before exporting
* **Offers by date**: Displays every Offer sold for each date within your specified date filtered applied exporting

### Export Offers Sold

1. Open the **Analytics** tab from your Dashboard
2. Located toward the top of the page, click **Export**
3. Select **Sales By Date** or **Offers by Date**

<div>
  <iframe />
</div>

Access your exported report from your downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Exported data

The following data is exported with the Offer Sold report, depending on if you choose Sales by Date or Offers by date:

### Sales by Date

* Start Date
* Sales
* Payment Plan
* First Purchases
* Payment Types
* Currencies

### Offers by Date

* Start Date
* Offer Token
* Title, Sales
* Offers Sold
* First Purchases
* Payment Plan Currency


# Report: Opt-ins
Source: https://help.kajabi.com/articles/analytics/report-opt-ins

Track form performance and identify which pages collect the most submissions.

Use the Opt-ins Report to acquire greater insight into how well your forms are performing. Use this report to determine which Pages are collecting the most Form submissions and to bring clarity in the direction your online business should go.

## View the opt-ins report

1. Open the **Analytics** tab from your Dashboard
2. Locate the Opt-ins card
3. Click **View** in the Opt-ins box from the analytics dashboard

<div>
  <iframe />
</div>

### Filter your total opt-ins by

* Forms
* Landing Pages
* Date

To filter your report, use the dropdown menu in the sidebar to select up to five Forms and/or five Landing Pages you wish to display and click **Apply**:

<img alt="Opt-ins Filters" />

<Note>
  **Note:**
  Applying Forms and Landing Pages Filters will adjust your Total Opt-ins Overview, Opt-in Forms by Submissions, and Landing Pages by Form Submissions. However, applying the Date Filter will only adjust the Total Opt-ins Overview and not the donut charts displaying the Opt-in Forms by Submissions and the Landing Pages by Form Submissions.
</Note>

## Understand the opt-ins report

**Total Opt-Ins** indicate the total number of Form submissions (also known as Opt-ins).

This overview will calculate the total number of Opt-ins including Single Opt-ins, Double Opt-ins confirmed, and Double Opt-ins that are not confirmed.

Double Opt-ins differ from the default, Single Opt-in, because it requires your potential subscribers to qualify themselves and confirm their desire to subscribe before officially subscribing to your marketing emails.

Whereas the default, Single Opt-in, only requires a single action to permit the desire to receive marketing emails and officially subscribe to your list, such as submitting a Single Opt-in Form. Learn more about setting up [Double Opt-ins in Kajabi](/articles/marketing/forms/how-to-set-up-a-form-with-double-opt-in).

Due to the nature of a Double Opt-in, contacts will not be added to your Contacts tab if a Double Opt-in is not confirmed.

Your Opt-in Report provides insight into the Contacts created and the total Opt-ins in the Summary portion of the report. See below for more information about your Opt-ins Summary.

<img alt="Opt-ins Overview" />

**Opt-in Forms by Submissions** calculate your top five Forms ranked by the number of submissions through each form.

Under each Form title, you can see the total number of opt-ins submitted for that specific Form and its percentage from your top five Forms.

Configuring your Filters to apply specific Forms will adjust your Opt-in Forms by Submissions card to display the analytics for your filtered Forms.

This chart can provide insight into your strongest Forms. You can then utilize this information to better understand the strengths of different Forms and Pages.

**Landing Pages by Form Submissions** calculate your top five Landing Pages ranked by how many Opt-in Form submissions have been collected on your top five Pages.

Configuring your Filters to apply specific Landing Pages will adjust your Landing Pages by Form Submissions card to display the analytics for your filtered Landing Pages.

This chart can provide insight into the specific Pages generating the most number of Opt-ins.

<Note>
  **Note:**
  The Opt-ins Report does not include your [Website Design Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) (including the [default Homepage or Template Home](/articles/website/pages/what-is-the-template-home), Store, Blog, etc.) when calculating your **Landing Pages**. However, Forms submitted through your Design Pages and custom Landing Pages will still be counted as **Opt-ins**. Learn more about the [difference between Website Pages and Pages in Kajabi](/articles/website/pages/what-is-the-difference-between-a-landing-page-and-a-website).
</Note>

**Summary** provides a daily look at your Opt-ins submitted, Forms submitted, and Landing Pages used to collect Opt-ins. Nested within each date, you can view further detail about the Opt-ins submitted and Contacts created for the day.

* **Opt-ins** calculate your total Opt-ins from Single Opt-ins, Double Opt-ins not confirmed, and Double Opt-ins confirmed
* **Forms** indicate the number of Forms completed. Remember, Opt-ins come from Forms. Forms in Kajabi can be created in the Marketing tab to collect Opt-ins. Therefore, you may have 10 Opt-ins collected from 3 separate Forms
* **Landing Pages** indicate the number of Pages used to collect Opt-ins. If an Opt-in occurs by completing a Form on a Landing Page, it will be calculated into the Landing Pages total in the Summary. Keep in mind, Landing Pages do not include the [Website Design Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)
* **Contacts** calculate your total Opt-ins confirmed, including Single Opt-ins and Double Opt-ins confirmed. Contacts will not be created from a Double Opt-in if they have not confirmed through their email. Therefore, Contacts will not be created in your Contacts tab with a Double Opt-in until they confirm. This may result in a larger number of Opt-ins than Contacts. Learn more about setting up [Double Opt-ins in Kajabi](/articles/marketing/forms/how-to-set-up-a-form-with-double-opt-in)

<img alt="Opt-ins Summary" />

## Export the opt-ins report

Export your Opt-Ins Report to share, file, and record the Opt-Ins from your site.

### Export opt-ins

1. Open the **Analytics** tab from your Dashboard
2. Click **Opt-Ins**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Exporting your Opt-Ins Report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Exported data

The following data is exported with the Opt-Ins report:

* Start Date
* Count


# Report: Page views
Source: https://help.kajabi.com/articles/analytics/report-page-views

Track page views and unique page views across your site.

The **Page Views** report tracks how many times pages on your site are visited. Use it to identify your most popular pages and understand traffic patterns.

<div>
  <iframe />
</div>

## View page view reports

1. Open the **Analytics** tab from your Dashboard
2. Click **View** in the Page Views card

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Use the filters in the right sidebar to filter your results by a specific page.
</Tip>

## Page views vs. unique page views

A **Page View** represents each time a user visits a page.

This means that a single user loading the same page 5 times in a single session will generate 5 page views.

<Note>
  **Note:**
  Your Page View report allows you to review your views by Landing pages, Website pages, and Offers.
</Note>

**Unique Page Views** represent a total of page views generated by a user during the same session.

This means that if the same user loads a page 5 times in a given session, it's only calculated as 1 unique page view.

This is why page views will always outnumber unique page views.

<img alt="Page Views vs Unique Page Views" />

## Export the page views report

Export your Page Views Report to share, file, and record the page views from your site.

### Export page views

1. Open the **Analytics** tab from your Dashboard
2. Click **Page Views**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Exporting your Page Views Report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Exported data

The following data is exported with the Page Views report:

* Start Date
* View Count
* Unique View Count


# Report: Payment plan payments over time
Source: https://help.kajabi.com/articles/analytics/report-payment-plan-payments-over-time

Track gross revenue and transaction counts from payment plans including forecasted payments.

The Payment Plan Payments Over Time report displays gross revenue and transaction counts from payment plans. By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time.

This report is most useful for:

* Monitoring total revenue generated from payment plans
* Comparing paid vs. upcoming installment payments
* Forecasting expected revenue in upcoming months
* Tracking customer payment activity by time period

## Data presented

<img alt="Payment Plan Payments" />

### Charts

* **Gross revenue**: Shows the gross amount collected and expected from payment plans over time
* **Transactions**: Displays the number of individual payment transactions and expected from payment plans over time

The chart uses two color indicators:

* **Paid** = Completed payments
* **Upcoming** = Forecasted payments

### Data table

The data table provides a breakdown of payment activity according your selected interval, including:

* **Interval**: The specific interval period (day, week, month, or year) across the time range selected
* **Paid gross revenue**: The amount successfully collected
* **Upcoming gross revenue**: The amount forecasted but not yet collected
* **Total gross revenue**: Paid + upcoming gross revenue
* **Paid transactions**: Number of completed transactions
* **Upcoming transactions**: Number of forecasted transactions
* **Total transactions**: Paid + upcoming transactions

## How to use the report

You can refine the report view with the following controls:

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range). By selecting a date range that extends into the future, you can also view forecasted payments, helping you track both completed and upcoming payments over time
* **Interval**: Choose how the data is grouped within the selected time range (Day, Week, Month, Year)
* **Offer selection**: Choose whether to view data for multiple offers or a specific offer
* **Currency selector**: View stats in your preferred currency

## Export information

When you export the **Payment plan payments over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Month
* Paid gross revenue
* Upcoming gross revenue
* Total gross revenue
* Currency
* Paid transactions
* Upcoming transactions
* Total transactions


# Report: Payment plan status by offer
Source: https://help.kajabi.com/articles/analytics/report-payment-plan-status-by-offer

Track current payment plan statuses by offer including active, trialing, paused, and past due.

The **Payment plan status by offer** report displays the status of all current payment plans, categorized as Active, Trialing, Paused, Pending Cancellation, or Past Due. Results are grouped by offer. Each count in the table can be clicked to view the corresponding list of payment plans within that offer and status.

This report is most useful for:

* Tracking how many payment plans are **active**, **paused**, or **past due**
* Identifying pending cancellations that may affect future revenue
* Monitoring payment behaviors across specific offers that use payment plans

## Data presented

<img alt="Payment Plan Status" />

### Visual charts

* **Bar chart**: Shows the number of payment plans broken down by status (Active, Trialing, Past due, Pending cancellation, Paused)

### Data table

* **Offer name**: The name of the product or service linked to the payment plan
* **Active**: Number of customers actively making payments
* **Trialing**: Number of customers currently in a trial before the plan activates
* **Past due**: Number of customers who have missed payments
* **Pending cancellation**: Number of payment plans scheduled to be canceled
* **Paused**: Number of payment plans currently paused

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Offer selection**: Choose whether to view data for multiple offers or focus on a specific offer
* **Offer click through**: Each count in the table can be clicked to view the corresponding list of payment plans within that offer and status

## Export information

When you export the **Payment plan status by offer** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Offer name
* Active
* Trial
* Past due
* Pending cancellation
* Paused

## FAQs

### Does this report include fully completed payment plans?

No. Completed payment plans as well as canceled payment plans are no longer considered "current" and won't appear in this report.

### Can I see which customers are associated with each payment plan status?

Yes. Clicking into the counts within the Data Table lets you view the customer list for that specific status.


# Report: Payments by country and state
Source: https://help.kajabi.com/articles/analytics/report-payments-by-country-and-state

Track payments by geographic location entered during checkout.

**Payments by Country and State** is the report of payments by the country and state entered during checkout.

## View the Payments by Country and State report

To access your Payments by country and state report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments by Country and State**

<img alt="Payments by Country" />

## Understand the Payments by Country and State report

In this report, you can view payments by country and state/province, the zip code purchased from, the net revenue, and the net quantity purchased:

<img alt="Payments by Country Data" />

<Note>
  **Note:**
  Payment by Country and State data will not be collected unless the Collect Address Form Field is enabled on your checkout page. You can learn how to set up address collection upon checkout [customize your checkout fields](/articles/sales/offers/how-to-customize-your-checkout-fields).
</Note>

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency, date, and offer:

<div>
  <iframe />
</div>

## Export the Payments by Country and State report

Export your Payments by country and state to share, file, and record Payments by Country and State report.

### Export Payments by Country and State

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments by Country and State**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from the downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>

## Exported data

The following data is exported with the Payments by Country and State report:

* Country
* State
* Zipcode/Province
* Net Revenue Amount
* Net Revenue Currency
* Net Quantity

<Note>
  **Note:**
  The Payments by Country and State report exported data is helpful for tax reporting purposes.
</Note>


# Report: Payments by offer
Source: https://help.kajabi.com/articles/analytics/report-payments-by-offer

Track gross revenue and quantity of payments by offer to identify top performers.

## Overview

The **Payments by Offer** report displays the gross revenue and quantity of the payments over a selected time frame by each offer.

This report is most useful for:

* Identifying which offers generate the most revenue
* Comparing performance across different offers
* Tracking both the quantity of purchases and associated gross revenue for each offer

## Data presented in this report

<img alt="Payments by Offer" />

### Visual charts

* **Top 10 Offers by Quantity (bar chart)**: Displays the ten most-purchased offers based on quantity
* **Top 10 Offers by Gross Revenue (donut chart)**: Displays the ten offers generating the highest gross revenue

### Data table

* **Offer name**: The specific offer purchased
* **Gross revenue**: The total gross revenue generated by that offer
* **Quantity**: The number of purchases for that offer

## How to use this report

You can customize the data displayed in the report using several controls.

* **Time range**: Filter payments by period (e.g., last 7 days, last 30 days, custom date range)
* **Offer selection**: Choose whether to view data for all, multiple offers, or a specific offer
* **Pricing type filter**: Select one or more pricing types to view (e.g., one-time, subscription, payment plan, pay what you want)
* **Currency selector**: View stats in your preferred currency

<img alt="Report Controls" />

## Export information

When you export the **Payments by Offer** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Offer name
* Gross revenue
* Currency
* Quantity


# Report: Payments by payment method
Source: https://help.kajabi.com/articles/analytics/report-payments-by-payment-method

Track payments by payment method such as credit card, ApplePay, and more.

**Payments by Payment Method** is the report of payments by payment method, showing how customers paid for their purchases, such as credit card, ApplePay, etc.

## View Payments by Payment Method

To access your Payments by payment method report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments by payment method**

<img alt="Payments by Payment Method" />

## Understand the Payments by Payment Method report

### Number of sales by payment method

View your number of sales by payment method.

Each payment type and the number of sales completed by that pricing type will be shown:

<img alt="Sales by Payment Method" />

### Gross Revenue by Payment Method

Your gross revenue by payment method will be shown in a circle graph form:

<img alt="Gross Revenue by Payment Method" />

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency, date, and offer:

<div>
  <iframe />
</div>

## Export the Payments by Payment Method report

Export your Payments by payment method to share, file, and record your Payments by Payment Method Report.

### Export Payments by Payment Method

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments by payment method**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from the downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>

## Exported data

The following data is exported with the Payments by Payment Method report:

* Payment method
* Quantity
* Gross revenue currency
* Gross revenue percentage
* Number of customers


# Report: Payments by pricing type
Source: https://help.kajabi.com/articles/analytics/report-payments-by-pricing-type

Track payments by pricing type including one-time, subscriptions, and payment plans.

**Payments by pricing type** is the report of different pricing types upon purchase, including one-time payments, subscriptions, payment plan, free, and pay what you want.

## View Payments by Pricing Type

To access your Payments by pricing type report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments by Pricing Type**

<img alt="Payments by Pricing Type" />

## Understand the Payments by Pricing Type report

### Number of sales by pricing type

View your number of sales by pricing type.

Each pricing type and the number of sales completed by that pricing type will be shown:

<img alt="Sales by Pricing Type" />

### Gross Revenue by Pricing Type

Your gross revenue by pricing type will be shown in a circle graph form:

<img alt="Gross Revenue by Pricing Type" />

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency, date, and offer:

<div>
  <iframe />
</div>

## Export the Payments by Pricing Type report

Export your Payments By Pricing Type report to share, file, and record your Payments by Pricing Type report.

### Export Payments by Pricing Type

1. Open the **Analytics** tab from your Dashboard
2. Click **Payments By Pricing Type**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from your downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>

## Exported data

The following data is exported with the Payments by Pricing Type report:

* Pricing Type
* Quantity
* Gross Revenue Amount
* Gross Revenue Currency
* Gross Revenue Percentage
* Number of Customers


# Report: Product progress
Source: https://help.kajabi.com/articles/analytics/report-product-progress

Track your customer's progress through courses, memberships, or products.

Track customer progress through courses, memberships, or products with the Product Progress Report.

<div>
  <iframe />
</div>

The Product Progress Report allows you to track your customer's progress through your Product, number of logins, start date, and date of last login.

This report displays up to 1000 customers at a time. The Product Progress report was redesigned to improve visibility and give you more insight into the progress of each individual customer.

Focus your report by using filters for customer name, customer email, or by [custom segment](/articles/contacts/manage-your-contacts/segment-your-contacts).

Product progress is tracked by progress on the [Video](/articles/products/courses/uploading-videos-to-your-course-product-lessons) or [Assessment](/articles/contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product) uploaded into the Course Lesson, or by [Quiz](/articles/products/courses/course-quizzes) completion. If the Course Lesson does not contain a Video or Assessment, progress can only be tracked if the "Mark as complete" button is clicked.

<Tip>
  **Tip:**
  If the Product Progress Report fails to update, you may need to [update your Product Template](/articles/website/pages/how-to-update-a-template#product-theme). This can occur if your Product has the "Mark as Complete" button removed instead of hidden. Hiding this button instead of removing it will enable Video Progress tracking.
</Tip>

<img alt="Product Progress Report" />

## View by product

1. Open the **Analytics** tab from your Dashboard
2. Scroll to the bottom of the page and click **Product Progress**
3. Select the **Product** you want to view
4. Then, click **Confirm**

<div>
  <iframe />
</div>

## View by segment

The Product Progress Report displays up to 1000 customers.

Filter your Customer Progress Report by Segment to create meaningful groups of users and narrow your focus:

1. Open the **Analytics** tab from your Dashboard
2. Then, click **View** in the Product Progress card
3. Scroll to the bottom of the page and click **Product Progress**
4. Click on the **Product** you want to view
5. In the right side-bar, search by Segment and click **Apply**

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Segmenting your customers will display up to 1000 customers in the Segment. Keep in mind, exporting your Product Progress report will export the customers displayed when filtered or segmented. We encourage you to create Segments to easily share and view your report. Read [How to Segment Your Contacts](/articles/contacts/manage-your-contacts/segment-your-contacts) to create focused Segments and easily track your customers.
</Note>

## View by customer

To view a specific customer's progress in a Product for each Module and Lesson:

1. Open the **Analytics** tab from your Dashboard
2. Then, click **View** in the Product Progress card
3. Scroll to the bottom of the page and click **Product Progress**
4. Click on the **Product** you want to view
5. In the right sidebar, search the customer by name or email and click **Apply**
6. Then, click on the customer's Name to view their progress report

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If a customer is [permanently deleted](/articles/contacts/manage-your-contacts/how-to-delete-a-contact) from your site, all records will be removed including their Product Progress. However, if a customer has been [revoked access](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer) to a Product their Product Progress will remain in your Product Progress Report.
</Note>

### Customer Progress Report

To view your customer's details:

1. Open the **Analytics** tab from your Dashboard
2. Then, click **View** in the Product Progress card
3. Scroll to the bottom of the page and click **Product Progress**
4. Click on the **Product** you want to view
5. In the right sidebar, search the customer by name or email
6. Click on the customer's Name to view their progress report
7. In the Customer Information card, click **launch**

<img alt="Customer Progress Report" />

View by Product Module and Product Lesson:

<img alt="Module and Lesson Progress" />

<Note>
  **Note:**
  The overall product progress will reflect the sum of the total amount of lessons or quizzes that have been completed divided by the total number of lessons or quizzes in the course. The percent will reflect any lessons that are marked completed, completed quizzes, and any video lessons that have at least 90% of the video played.
</Note>

## Share the product progress report

### Print

Print your Product Progress Report to add to your records or share in your preferred format.

To print:

1. Open the **Analytics** tab from your Dashboard
2. Then, click **View** in the Product Progress card
3. Scroll to the bottom of the page and click **Product Progress**
4. In the top menu, click **Print**
5. Begin sharing a hard copy of your printed Product Progress Report

<img alt="Print Product Progress" />

### Export

Export your Product Progress Report to add to your records or share as a CSV.

Your exported Product Progress Report will display your customers' Product Progress as a percentage to depict the progress made in a specific Product.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

To export:

1. Open the **Analytics** tab from your Dashboard
2. Then, click **View** in the Product Progress card
3. Scroll to the bottom of the page and click **Product Progress**
4. In the top menu, click **Export**
5. Begin sharing an Excel file of your Product Progress Report

<img alt="Export Product Progress" />

<Tip>
  **Tip:**
  Group your customers with Segments to narrow your focus and easily export specific groups of customers. If your list is greater than 1000, you will receive an email from our support team to download your exported list. Read [How to Segment Your Contacts](/articles/contacts/manage-your-contacts/segment-your-contacts) to create focused Segments and easily track and export your customers from the Product Progress report.
</Tip>

## Exported data

The following data is exported with the Product Progress report:

* Name
* Email
* Product Progress
* Logins
* Start Date
* Last Activity


# Report: Refunds
Source: https://help.kajabi.com/articles/analytics/report-refunds

Track total refunds issued over time including full and partial refunds.

**Refunds Over Time** is the total value of refunds issued over time, including full and partial refunds for paid purchases. Learn how to view your refunds over time.

## View refunds over time

To access your refunds over time report:

1. Open the **Analytics** tab from your Dashboard
2. Click **Refunds Over Time**

<img alt="Refunds Report" />

## Understand the Refunds Over Time report

### Line graph

View your refunds over time.

Hover over your line graph for more detailed information about your refunds.

<div>
  <iframe />
</div>

### Timeframe

Choose the timeframe of the data set you would like to view from the top dropdown. Select from our presets or choose a custom date range:

<div>
  <iframe />
</div>

### Using filters

Using the filter bar on the top of the page, you can alter your entire data set by currency and offer:

<div>
  <iframe />
</div>

## Export the Refunds Over Time report

Export your Refunds Over Time to share, file, and record your refunds.

### Export Refunds Over Time

1. Open the **Analytics** tab from your Dashboard
2. Click **Refunds Over Time**
3. Located toward the top of the page, click **Export**

<div>
  <iframe />
</div>

Access your exported report from your downloaded files on your hard drive.

<Note>
  **Note:**
  Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings.](/articles/account-settings/notifications/update-email-notifications)
</Note>

## Exported data

The following data is exported with the Refunds Over Time report:

* Day
* Quantity
* Amount
* Currency


# Report: Subscription metrics
Source: https://help.kajabi.com/articles/analytics/report-subscription-metrics

Track MRR, ARPU, and Churn to understand your subscription-based products.

The Subscription Metrics Report tracks data related to subscription-based products over a given time period. Learn about **MRR**, **ARPU**, and **Churn** and how to read the Subscription Metrics Report to keep track of your subscription-based products.

<div>
  <iframe />
</div>

## View subscription metrics reports

To view your report:

1. Open the **Analytics** tab from your Dashboard
2. Click **View** in the Subscription Metrics card

<div>
  <iframe />
</div>

## Monthly Recurring Revenue (MRR)

<img alt="MRR Chart" />

### What is MRR and who is it important to?

MRR, or **Monthly Recurring Revenue**, is all of your recurring revenue normalized into a monthly amount.

This report is vital for subscription businesses because revenue and profits trickle in over time. So, it's important to measure growth and revenue in a similar way. MRR provides an easy way to forecast future cash flows.

### Calculate MRR

The best way to calculate MRR is to obtain the average monthly subscription, multiplied by the number of subscription payments, minus any subscription discounts.

MRR = **All subscriptions \* ((monthly average subscription \* number of subscription payments) - subscription discounts))**

### OR

MRR = **Total Monthly Subscription Revenue - Monthly Discounts**

For instance, if you have Customer A paying $150/monthly and Customer B paying $200/monthly, your MRR would be \$350.

## Average Revenue Per User (ARPU)

<img alt="ARPU Chart" />

### What is ARPU?

ARPU, or **Average Revenue Per User**, is especially useful if you have a business with multiple tiers of subscriptions.

Let's say you have a 3-tiered subscription model with plans at $10, $50, and \$80. Understanding ARPU can help you make pricing decisions and understand whether your type of customer skews toward higher or lower pricing plans.

<Tip>
  **Tip:**
  If you recently increased your prices, compare date ranges in ARPU to see if your ARPU has gone up.
</Tip>

### ARPU calculation

ARPU = **MRR / Active Customers**

### Strategies to increase and optimize ARPU

* Have a clear add-on or upgrade strategy
* Focus on retention

## Churn

<img alt="Churn Chart" />

### What is Churn?

Churn is a business metric that calculates the number of customers who leave a business or stop paying over a given period of time. Customer churn is important to understand the health and retention of your business.

### Churn Rate Formula

The Churn Rate Formula can be calculated as the number of churned customers divided by the total number of customers:

Churn rate = **(number of churned customers / total number of customers) 100**

## Forecast

<div>
  <iframe />
</div>

### Forecast tool

The **Forecast** tool empowers you to predict and plan for the future of your business by projecting your MRR, ARPU, New Subscriptions, and Churn Rate over the next 6 months. Now you can set tangible, subscription-based goals according to your business needs all within Kajabi.

### Starting MRR

The default value for your Starting MRR is your current MRR data from the last month. Enter a new Starting MRR to visualize the MRR you want in order to hit your goals in a 6-month time frame.

### Starting ARPU

The default value for your Starting ARPU is your current ARPU data from the last month. Enter a new Starting ARPU to estimate the ARPU you need to reach your future income goals in a 6-month time frame.

### New Subscriptions

This field represents the number of monthly new subscriptions. The default value is based on your current number of new subscriptions from the last month. Adjust this variable to strategize your monthly new subscription targets to meet your MRR goals in a 6-month time frame.

### Churned Subscriptions

This field is the rate of churned or canceled subscriptions that are estimated each month of the Forecast. The default value is based on your current churn from the last month. Adjust your Churned Subscriptions value to strategize your 6-months and visualize how a change in your Churned Subscriptions can impact your growth trajectory.

<Note>
  **Note:**
  The filters located on the right sidebar will not impact your Forecast tool projections. Additionally, Multiple Payment Offer Types are not included in the calculations when using the Forecast Tool as it is not a subscription, but rather a one-time payment spread out over a specified period of time.
</Note>

### Use the Forecast tool

Adjust the MRR, ARPU, New Subscriptions, and Churned Subscriptions values and watch as your 6 Month MRR automatically adjusts to reflect your 6-month projection.

* The **Blue bar** in your Forecast tool represents your custom MRR according to your custom values
* The **Grey bar** in your Forecast tool reflects your current MRR based on your last month

<Note>
  **Note:**
  Capture your 6-month projection by setting your MRR date range to the current month before clicking the Forecast tab.
</Note>

Keep an eye on your Dynamic Forecast Statement as well. Your Dynamic Forecast Statement located above the graph will change according to your custom values.

<img alt="Forecast Tool" />

<Tip>
  **Tip:**
  Hover over your graph to see your projected monthly MRR over the course of the 6-month projection based on your current and custom values.
</Tip>

### Use projections

Use your Forecast tool to clarify your goals and identify your action plans to achieve those goals.

<Note>
  **Note:**
  Exporting your Subscription Metrics Report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Exported data

The following data is exported with the Subscription Metrics report:

* Start Date
* Monthly Recurring Revenue
* Monthly Discounts
* Average Revenue Per User
* Active Subscriptions
* New Subscriptions
* Churned Subscriptions
* Churn Rate


# Report: Subscription payment retention over time
Source: https://help.kajabi.com/articles/analytics/report-subscription-payment-retention-over-time

Track the percentage of customers who make each subsequent payment by cohort.

The Subscription Payment Retention report shows the percentage of customers who successfully make each subsequent payment, starting from their first. Results can be grouped by the month, day, or year of the initial purchase. It highlights how many payment cycles customers complete and where drop-off occurs.

This report is most useful for:

* Measuring customer retention through payment behavior across cohorts
* Identifying how many customers continue making payments at each billing cycle

## Data presented in this report

<img alt="Subscription Retention" />

### Data table (heatmap)

The data table provides a detailed cohort breakdown:

* **Month**: The purchase month (or day/year, depending on interval filter)
* **Purchased**: The number of new subscriptions started in that period. The count is based on the original purchase date, regardless of any trial period
* **Retention rate**: The percentage of the original cohort who completed the latest payment
* **PMT 1–24**: Payment percentages after each payment cycle, up to 24. For example, **PMT 1** shows how many customers completed after their first payment, **PMT 2** after their second, and so on

## How to use the report

You can customize the data displayed in the report using several controls.

### Controls

* **Time range**: Select the timeframe for purchase cohorts included in the report (e.g., last 30 days, last 12 months, custom)
* **Interval**: Choose how cohorts are grouped (Day, Month, Year)
* **Offer selection**: View retention across all offers or focus on a specific offer

<img alt="Report Controls" />

## Export information

When you export the **Subscription retention over time** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Month
* Purchased (amount)
* Retention rate
* Payments 1–24

## FAQs

### What does each "PMT" column represent?

Each PMT column shows retention after that number of payments. For example, PMT 3 means the percentage of customers from that cohort who completed their third payment.

### Does retention account for paused subscriptions or only active ones?

The subscription payment retention over time report only considers completed payments. To view subscription churn or growth based on subscription status, refer to the subscription churn rate report.

### Do refunds or chargebacks impact retention?

No. Retention is based only on whether the payment was initially completed. Payments that are later refunded or disputed do not affect the retention rate.

### Does this report include Payment Plans?

No. The subscription payment retention report only includes subscription purchases.


# Report: Subscription status by offer
Source: https://help.kajabi.com/articles/analytics/report-subscription-status-by-offer

Track current subscription statuses by offer including active, trialing, paused, and past due.

Displays the status of all current subscriptions, categorized as Active, Trialing, Paused, Pending Cancellation, or Past Due. Results are grouped by offer. Each count in the table can be clicked to view the corresponding list of subscriptions within that offer and status.

This report is most useful for:

* Getting a snapshot of current subscription counts by status
* Drilling down into key statuses such as Past Due by clicking counts to view the list of individual subscriptions

## Data presented in this report

<img alt="Subscription Status" />

### Visual charts

* **Subscription status (bar chart)**: Displays the total number of current subscriptions in each status category across all offers

### Data table

The data table provides a detailed breakdown of subscription counts by offer, including:

* **Offer name**: The name of the subscription offer
* **Active**: The number of currently active subscriptions
* **Trialing**: The number of subscriptions currently in a trial period
* **Past due**: The number of subscriptions currently past due
* **Pending cancellation**: The number of subscriptions scheduled for cancellation
* **Paused**: The number of subscriptions that are currently paused

## How to use the report

### Controls

* **Offer selection**: Choose whether to view all offers or limit the results to a specific offer
* **Offer click through**: Each count in the table can be clicked to view the corresponding list of subscriptions within that offer and status

<img alt="Report Controls" />

## Export information

When you export the **Subscription status by offer** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Offer name
* Active
* Trial
* Past due
* Pending cancellation
* Paused


# Report: Top customers
Source: https://help.kajabi.com/articles/analytics/report-top-customers

Identify your highest-value customers ranked by total purchase value.

Displays your top spending customers ranked by total purchase value over the selected date range. Total amounts reflect net spending with any refunds processed during the same period subtracted from customer totals.

This report is most useful for:

* Identifying your highest-value customers

## Data presented in this report

<img alt="Top Customers" />

### Data table

* **Customer name**: The name of the customer who made purchases
* **Customer email**: The email address associated with the customer
* **Total offers purchased**: The total number of offers purchased by the customer
* **Total amount spent**: Total amounts reflect net payments with any refunds processed during the same period subtracted from totals

<Note>
  **Note:**
  This report shows up to 100 results. To access the full list, export the report.
</Note>

## How to use this report

You can customize the data displayed in the report using several controls.

* **Time range**: Filter customer data by period (e.g., last 7 days, last 30 days, custom date range)

## Export information

When you export the **Top Customers** report, the resulting file will include the same columns and reflect any filters you have applied. This ensures the data in the export matches what is displayed in the report:

* Customer name
* Customer email
* Total offers purchased
* Total amount spent
* Currency


# Understand elevated 404 page views
Source: https://help.kajabi.com/articles/analytics/why-do-i-have-so-many-views-on-my-404-page

Understand why your 404 page may show a high number of views.

A high Page View count on your [404 page](/articles/website/pages/how-to-build-your-404-page) does not indicate a bug or broken functionality. Bots and automated scripts regularly scan domains for common URLs, and when those URLs don't exist, each request registers as a 404 [page view](/articles/analytics/report-page-views).

This is standard behavior across websites and is not cause for concern.

## FAQs

### Why does my 404 page have so many views?

Bots and automated scripts continuously scan domains looking for common URLs. When those URLs don't exist on your site, each request gets logged as a 404 page view, which inflates the count.

### Should I be concerned about high 404 page views?

No. Elevated 404 page views from bot traffic are normal and do not affect your site performance or visitor experience.


# Connect Google Analytics with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/connect-google-analytics-with-kajabi

Integrate Google Analytics with Kajabi to track website traffic, visitor behavior, and conversions.

Kajabi Analytics offers essential data to help you run your online business. Integrate with **Google Analytics** to get even more data, like where your website traffic is coming from, where your page visitors are located, what their online behavior and conversions look like, and more.

<Note>
  **Note:**
  If your Google Analytics interface differs in appearance, this guide can still assist you in connecting Google Analytics with Kajabi. However, if you need additional assistance, we recommend that you consult the resources available on [Google's support page](https://support.google.com/analytics/answer/1008015?hl=en) or contact our [support team](/articles/resources/support/how-to-contact-kajabi-support).
</Note>

## Connect Google Analytics with Kajabi

### Create a universal analytics tracking ID

To connect Google Analytics to Kajabi, you'll first need to set up your Google Analytics account and create a universal analytics (UA) tracking ID:

* Log into your Google Analytics dashboard at [analytics.google.com](https://analytics.google.com/analytics/web/)
* Click the **Start measuring** button
* Enter your desired account name in the **Account name** field
* Adjust your data sharing settings as desired and click **Next**
* Enter your desired analytics property name in the **Property name** field
* Then, select the **Show advanced options** link
* Click the toggle on to **Create a Universal Analytics property**
* Enter your Website URL and click **Next**
* Input your basic business information and click **Create**
* Follow the prompt to accept the Terms of Service

<Note>
  **Note:**
  If you've already created a property without enabling the universal analytics tracking ID, you may need to create a new property to properly connect your Google Analytics with Kajabi.
</Note>

### Copy the Google Analytics UA tracking ID

* Navigate to the top left of your Google Analytics dashboard and click **All accounts**
* Locate your account name in the Analytics Account column
* Then, locate your property in the Properties & Apps column
* Your universal analytics (UA) tracking ID will begin with the letters "UA"
* Copy your UA **Tracking ID**

<div>
  <iframe />
</div>

### Paste the UA tracking ID into Kajabi

* Navigate to your Kajabi Dashboard
* Click **Settings** at the bottom of the left sidebar
* Then, click **Integrations & Webhooks**
* Scroll down to **Google Analytics** and click the toggle **On**
* Paste your universal analytics (UA) tracking ID into the Google Analytics ID field
* Click **Save** to keep and apply your changes

## Understanding the differences between Google Analytics and Kajabi Analytics

### Why are there differences between Google Analytics and Kajabi Analytics?

Most page trackers use cookies, and although they are implemented similarly, the way they track page views may differ.

For example, let's say you refresh a web page multiple times with a few seconds in between each refresh. Depending on how they're configured, one tracker might count each page refresh as a unique page view while another tracker might count the entire event as a single page view.

See below for more information on Google Analytics and Kajabi Analytics.

### Google Analytics

Refer to [Google's documentation](https://support.google.com/analytics/answer/1257084#pageviews_vs_unique_views\&zippy=%2Cin-this-article) for complete information on the functionality of Google Analytics.

### Kajabi Analytics

Unique views are counted per unique person, computer, or mobile device that viewed the page. If the same person/device views the page more than once, it won't be counted as a Unique View.

On Kajabi, Views are the total number of times the page is viewed. This includes multiple visits by the same person, including page refreshes.

## Purchase events in Google Analytics

Google Analytics purchase events fire on the first post-purchase page a customer reaches, such as:

* Login page (for new or returning customers)
* Account creation page (for new customers)
* Upsell page

For extra reliability, the purchase event is also configured to fire on post-purchase thank-you pages, landing pages, and the member library. However, once the purchase event has fired on one page, it will not fire again on subsequent pages.

This ensures that:

* Purchases are tracked as early as possible
* Tracking is consistent, even if a customer does not move through every step of the flow

See the flow chart below for a visual breakdown of where the purchase event fires in [Enhanced Checkout](/articles/sales/checkout/enhanced-checkout-overview), depending on whether the customer is new or returning, and whether returning members are already logged in or not:

<img alt="Purchase event flow chart" />

If you also use Meta Pixel, see [Meta Pixel with Kajabi](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi).

## Additional resources

Additional support for Google Analytics is available for those with advanced knowledge of cross-domain tracking and UTM parameters.

### Cross-domain tracking

* Read [Google's Support Guide](https://support.google.com/analytics/answer/1034342?hl=en\&ref_topic=2772342) for details on using Google Tag Manager for cross-domain tracking
* Read Google's Guide on How to [Deploy Google Analytics with Tag Manager](https://support.google.com/tagmanager/answer/6107124?hl=en) for more details
* After obtaining your Tag Manager code, track purchases by inputting it into the [Checkout Settings](/articles/sales/checkout/how-to-add-a-javascript-tracking-code-to-your-checkout-pages) of your Kajabi account
* Input your Tag Manager code in your site's page scripts
* With the Kajabi Pro plan, [learn to access the code editor](/articles/website/pages/how-to-access-the-code-editor) for your site to add your Tag Manager code to specific pages

### Create UTM Parameters for your links with the Google Analytics URL Builder

* Read [Google's Support Guide](https://support.google.com/analytics/answer/1033867) to learn how to generate custom campaign parameters for your URLs
* Generate your URL with [Google's URL Builder](https://ga-dev-tools.appspot.com/campaign-url-builder/)


# Connect Crazy Egg to Kajabi
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/how-to-connect-crazy-egg-to-kajabi

Integrate Crazy Egg heat map analytics with your Kajabi site to track visitor behavior.

**Crazy Egg** is a subscription-based analytics platform that tracks and optimizes website visitor behavior through the use of heat map reports and A/B tests. Connect Crazy Egg to your Kajabi site to visualize how visitors interact with your pages.

## Create a snapshot

To connect Crazy Egg to Kajabi, first you will need to create a Snapshot for your Kajabi website in Crazy Egg. [Learn how to create a Crazy Egg Snapshot](https://support.crazyegg.com/hc/en-us/articles/360055835653-How-to-Create-Your-First-Snapshot).

<img alt="screencapture-core-crazyegg-snapshots-new-single-2022-04-27-15_04_52_png.png" />

## Install the Crazy Egg tracking code on Kajabi

After your snapshot has been created, go to the [Crazy Egg manual install page](https://core.crazyegg.com/install/manually) and **copy** the Crazy Egg script to your computer's clipboard:

<div>
  <iframe />
</div>

Next, you will add the Crazy Egg script to Kajabi:

* Go to **Settings**.
* Then, select **Site Details**.
* Scroll down to **Page Scripts**. Page Scripts is where you will paste the Crazy Egg script.
* After pasting the script, remember to click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Check your Crazy Egg installation

Finally, you will want to ensure the Crazy Egg tracking script was installed correctly.

After pasting the code, give it some time to fully install. This can take up to 24 hours. After allowing your setup to fully install, test your installation on Crazy Egg.

To test:

* Click on the **Action** button for that snapshot.
* Then, **Check Installation**.
* Crazy Egg will then test the installation and display the results:

<div>
  <iframe />
</div>

To learn how to manually check your tracking script installation more in-depth, [visit Crazy Egg's Support Guide](https://support.crazyegg.com/hc/en-us/articles/360054296114-Manually-Check-your-Tracking-Script-Installation).


# Integrate GA4 tags with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/how-to-integrate-ga4-tags-with-kajabi

Set up Google Analytics 4 (GA4) on your Kajabi site for detailed visitor insights.

**Google Analytics 4 (GA4)** provides powerful insights into how visitors interact with your website. Set up GA4 and connect it to your Kajabi site to track visitor behavior and conversions.

## What is GA4?

GA4 is a kind of analytic property that collects and measures:

* Collects both website and app data to better understand the customer journey
* Uses event-based data instead of session-based
* Includes privacy controls such as cookieless measurement, and behavioral and conversion modeling
* Predictive capabilities offer guidance without complex models
* Direct integrations to media platforms help drive actions on your website or app

[Learn more about what data is collected with Google Analytics](/articles/api-integrations/analytics-integrations/what-data-does-google-analytics-collect).

## Set up GA4

GA4 setup is handled through Google. Once the GA4 tag has been created, it can be added to Kajabi.

[Learn how to create GA4](https://support.google.com/analytics/answer/9304153?sjid=3537790515861172962-NA).

Already have a Universal Analytics (UA) tag set up through Google? Google will convert the UA Tag into a GA4 tag for you automatically.

[Learn more about converting UA to GA4](https://support.google.com/analytics/answer/10759417?sjid=3537790515861172962-NA).

## Integrate GA4 with Kajabi

To integrate the GA4 tag with Kajabi, first, you will need to copy your GA4 tag from [Google Analytics](https://www.google.com/analytics/web).

### Copy the GA4 tag in Google

* In [Google Analytics](https://www.google.com/analytics/web), click [Admin](https://support.google.com/analytics/answer/6132368).
* Make sure you are in the correct account and property.
* In the **Property** column, click Data Streams.
* Click the data stream for which you need the ID.
* In the **Google tag** section, click Configure tag settings.
* In the **Your Google tag** section, copy the ID that starts with "**G**-":

<div>
  <iframe />
</div>

### Enter the GA4 tag into Kajabi

* Navigate to your **Kajabi Dashboard**.
* Click **Settings** at the bottom of the left sidebar.
* Then, click **Third Party Integrations**.
* Scroll down to **Google Analytics** and click the toggle **On**.
* Paste your **GA4 Tag tracking ID** into the Google Analytics ID field.
* Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>


# Use Kajabi with Segment
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/how-to-use-kajabi-with-segment

Connect Segment to your Kajabi site to collect and send customer data to analytics tools.

**Segment** is an API that allows you to collect customer data and send it to hundreds of tools for analytics, marketing, and data warehousing. [Learn more about Segment](https://segment.com/product/?utm_campaign=650073498\&utm_source=adwords\&utm_medium=paid-search\&utm_content=291636242809\&utm_term=segment\&adgroupid=58068309985\&gclid=Cj0KCQiA8f_eBRDcARIsAEKwRGfRPxlIprCPkDVNXa5Yoa8TL_bO5hWPz-eCtrcmylQWJ5CgyAWyajEaAmUHEALw_wcB).

<div>
  <iframe />
</div>

<Note>
  **Note:**
  A Segment Project (Legacy Source) should be made for each Kajabi Site.
</Note>

In Kajabi, Segment can be used to track data on the following actions for logged in customers:

* Viewed Blog
* Viewed Blog Post
* Viewed Categories
* Viewed Category
* Viewed Landing Page
* Viewed Lesson
* Viewed Product
* Viewed Sales Page

## Set up the native Segment integration in Kajabi

To set up the native Segment integration in Kajabi, you'll need to complete the following steps:

* First, head into the **Settings** tab from your dashboard.
* Then, click into **Third-Party Integrations**.
* Toggle **On** the **Segment** integration.

<div>
  <iframe />
</div>

After enabling your Segment integration you will be prompted to enter your Segment **API Key**.

This can be found under the **Settings** for the Project you're setting up.

## Get your Segment API key

To get your API key:

* Click the **Sources** tab.
* Select your **Source**.
* Click the **Settings** tab.
* Then, click the **API Keys** tab.
* Click **Copy** next to the **Write Key** field.

<img alt="Sources_-Kajabi_Source-_Segment.png" />

* With your Key copied, head back into your Kajabi Integrations page and paste the key into the **API Key** field and click **Save** at the top.

<img alt="StatusIndicator_and_Kajabi_-__admin_sites_176700_integrations_edit.png" />

You will receive confirmation that your integrations were successfully updated, and you'll be ready to start using Segment.


# Meta Pixel enhancements
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/meta-pixel-enhancements

Integrate your Kajabi site with the latest Meta Pixel enhancements.

Explore the latest **Meta Pixel** enhancements to integrate your Kajabi site with Meta Pixel (formerly Facebook Pixel).

## Latest enhancements

As privacy laws and your site visitors' operating systems continue to evolve, they will impact how Meta receives and processes Events from tracking tools like the Meta Pixel.

If you optimize, target, or report on website Events from [Meta Pixel](https://www.facebook.com/business/help/742478679120153?id=1205376682832142) or any of Meta's other business tools, you can take steps to update your Event setup and manage these evolving changes. [Learn more about these changes](https://www.facebook.com/business/help/126789292407737?id=428636648170202).

Kajabi supports [Meta's Conversions API](https://www.facebook.com/business/help/2041148702652965?id=818859032317965) to ensure lead and purchase Events reach Meta, even when the Meta Pixel alone can't.

## Send lead and purchase events to Meta

### What is the Meta Conversions API?

Changes to Meta's ability to track Events may impact Kajabi's ability to send conversion Event information that you normally track in your Ads Manager.

[Learn more about these anticipated changes](https://www.facebook.com/business/help/331612538028890?id=428636648170202).

The Conversions API allows Kajabi to send purchase and lead Events that visitors complete on your Kajabi site directly to your Meta Ads Manager instead of relying on the visitor's web browser. [Learn more about Facebook's Conversions API](https://www.facebook.com/business/help/2041148702652965?id=818859032317965).

### Send lead and purchase events to Meta

To set up your Meta Conversions API and send lead and purchase events from Kajabi to Meta, you will need two items:

* [Meta Pixel ID](https://www.facebook.com/business/help/952192354843755?id=1205376682832142)
* [API Access Token](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi)

Your Pixel ID and Access Token must be added to your Pixel integration in your Kajabi Site Settings.

#### Add Meta Pixel ID and API Access Token to Kajabi

* Click open **Settings** at the lower left of your Kajabi dashboard.
* Select **Third Party Integrations**.
* Scroll down to Facebook Pixel and click the toggle to **On**.
* Enter your Pixel ID in the **Pixel Id** field.
* Then, enter your Access Token in the **Access Token** field.
* Click **Save** to complete your integration.

After setting up your integration, Kajabi can send the following Events to Facebook:

* Purchases
* Leads

[Learn how to connect Meta Pixel with Kajabi](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi).

## How does this work with existing browser events?

Your current browser events will still send in addition to the server events from the Conversions API.

Meta deduplicates identical events sent through the Meta Pixel and the Conversions API by checking the Event name and ID to determine if there are duplicates.

[Read more about event deduplication](https://developers.facebook.com/docs/marketing-api/conversions-api/deduplicate-pixel-and-server-events).

## Where the purchase event fires

Kajabi sends purchase events to Meta in two ways: through the customer's browser (client-side) and directly from Kajabi's servers (server-side). When both events are sent for the same purchase, Meta automatically deduplicates them using the purchase ID.

Purchase events fire on the first post-purchase page a customer reaches, such as:

* Login page (for new or returning customers)
* Account creation page (for new customers)
* Upsell page

To provide extra reliability, the purchase event is also configured to fire on post-purchase thank-you pages, landing pages, and the member library. However, once the event has fired on one page, it will not fire again on subsequent pages.

This ensures:

* Purchases are captured as early as possible.
* Tracking is consistent, even if a customer does not continue through every step of the flow.

See the flow chart below for a visual breakdown of where the purchase event fires in [Enhanced Checkout](../../sales/checkout/enhanced-checkout-overview), depending on whether the customer is new or returning, and whether returning members are already logged in or not:

<img alt="GA and Meta Pixel Event Tracking - Page 1 (3).png" />

<Warning>
  **Warning:**
  Utilizing Meta Conversions API may require additional review of your compliance obligations under data regulation laws applicable to you and your customers.
</Warning>


# Meta Pixel with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi

Install and configure Meta Pixel to measure advertising effectiveness on your Kajabi site.

**Meta Pixel** is an analytics tool that allows you to measure the effectiveness of your advertising by understanding the actions people take on your website.

## Install Meta Pixel

### Create a Meta Pixel with Meta Business

* Log in to your [Meta Business](https://business.facebook.com/) account (or create an account).
* Click **Events Manager** in the left sidebar.
* Select **+ Connect Data Sources** from the left sidebar.
* Choose **Web**, and click **Connect**.
* Enter a **Pixel name**, then click **Create Pixel**.
* Input your site URL (i.e., [your custom domain or Kajabi subdomain](../../website/domains/connect-a-custom-domain)) to check your partner integration eligibility, and click **Next**.
* Select the option to connect your website with **Conversions API and Meta Pixel**. [Learn more about Meta's Conversions API](https://www.facebook.com/business/help/2041148702652965?id=818859032317965).
* Click **Next**:

<div>
  <iframe />
</div>

[Learn more about Meta Pixel](https://www.facebook.com/business/learn/lessons/overview-of-how-facebook-pixels-work?course_id=314938442554416\&curriculum_id=726377631115881).

<Tip>
  **Tip:**
  Verify your Domain in [Business Manager](https://business.facebook.com/) to claim and protect ownership of your website domain name. [Learn more about Meta's domain verification](https://developers.facebook.com/docs/sharing/domain-verification).
</Tip>

### Generate your API Access Token

An **Access Token** is required to send your event data directly from Kajabi to Meta through Meta's Conversions API. [Learn more about Meta's Conversions API](https://www.facebook.com/business/help/2041148702652965?id=818859032317965).

#### Generate an Access Token

* Select **Set up manually** and click **Next**.
* On the Manual Implementation Overview page, click **Continue**.
* Select the [Events](#pixel-events) you want to send through the API, then click **Continue**.
* Next, select the Event Parameters you want to send, and click **Continue**.
* Review your setup details, and click **Continue**.
* On the 'See Instructions' page, click the **Open Implementation Guide** link.
* Navigate to the **Generate an Access Token** section and click **Generate Access Token**.
* Copy your Access Token (note: you'll need your Pixel ID in the next step as well).
* Configure any other settings as desired and click **Finish**:

<div>
  <iframe />
</div>

<Warning>
  **Warning:**
  Utilizing Meta's Conversions API may require additional review of your compliance obligations under data regulation laws applicable to you and your customers.
</Warning>

### Connect your Meta Pixel to your Kajabi site

After generating your Access Token, complete your Meta Pixel integration by adding your **Pixel ID** and **Access Token** to your Kajabi site.

#### Add Meta Pixel and Access Token to Kajabi

* Click open **Settings** at the lower left of your Kajabi dashboard.
* Select **Integrations & Webhooks**.
* Scroll down to Facebook Pixel and click the toggle to **On**.
* Enter your Pixel ID in the **Pixel Id** field.
* Then, enter your Access Token in the **Access Token** field.
* Click **Save** to complete your integration.

For users who prefer not to use Kajabi's native integration, Meta Pixel can also be added via manual script embedding. Navigate to `Settings > Site Details > Page Scripts`, paste the Meta Pixel code provided by Meta into the `Header Page Script` section, and save your changes. This method ensures site-wide tracking for those who require specific customization.

If you are using the Meta Pixel and the [cookie consent script](../../website/pages/cookies-and-cookie-disclaimers), you will need to enable the Meta Pixel consent mode:

<img alt="image_png__689×720_.jpg" />

<Tip>
  **Tip:**
  After connecting your Meta Pixel, test to verify that everything has been set up correctly. Using Chrome? Check out the [Pixel Helper extension from Meta](https://chrome.google.com/webstore/detail/facebook-pixel-helper/fdgfkebogiimcoedlicjlajpkdmockpc?hl=en) to test your Pixel implementation. Testing can also be done using the Meta Ads Test Events tool.

  When testing your Meta Pixel, ensure that you have placed the script in the correct location. Avoid inserting it in CSS or unintended script areas. Use only designated headers or page scripts. For advanced needs, check the configuration within Meta Ads to ensure all expected events are being tracked.
</Tip>

## Pixel events

With Meta Pixel, **Events** are the actions visitors take on a website, such as viewing a page, submitting a form, or making a purchase.

In your ads reporting dashboard, the **Events** you can track include:

* **Lead** - When a site visitor submits information with the understanding that your business may contact them at a later date.
* **Initiate Checkout** - When a site visitor begins a checkout process, such as by clicking a Checkout button.
* **Purchase** - When a site visitor completes a purchase and triggers some type of confirmation or transaction receipt.
* **View Content** - When a site visitor views a web page you care about. This event indicates that someone has visited a page URL but provides no data on what they saw or did thereafter.
* And many more. [Learn more about Meta Pixel Events](https://www.facebook.com/business/help/402791146561655?id=1205376682832142).

## Where the purchase event fires

Kajabi sends purchase events to Meta in two ways: through the customer's browser (client-side) and directly from Kajabi's servers (server-side). When both events are sent for the same purchase, Meta automatically deduplicates them using the purchase ID.

Purchase events fire on the first post-purchase page a customer reaches, such as:

* Login page (for new or returning customers)
* Account creation page (for new customers)
* Upsell page

To provide extra reliability, the purchase event is also configured to fire on post-purchase thank-you pages, landing pages, and the member library. However, once the event has fired on one page, it will not fire again on subsequent pages.

This ensures:

* Purchases are captured as early as possible.
* Tracking is consistent, even if a customer does not continue through every step of the flow.

See the flow chart below for a visual breakdown of where the purchase event fires in [Enhanced Checkout](../../sales/checkout/enhanced-checkout-overview), depending on whether the customer is new or returning, and whether returning members are already logged in or not:

<img alt="GA and Meta Pixel Event Tracking - Page 1 (3).png" />

## Additional resources

* [How to Set Up and Install a Meta Pixel](https://www.facebook.com/business/help/952192354843755)
* [Best Practices for Meta Pixel Setup](https://www.facebook.com/business/help/218844828315224?id=1205376682832142)
* [About Meta Pixel Standard and Custom Events](https://www.facebook.com/business/help/964258670337005?id=1205376682832142)
* [How to Capture Events](https://www.facebook.com/business/learn/lessons/how-to-capture-events-with-facebook-pixel)


# Google Analytics data collection
Source: https://help.kajabi.com/articles/api-integrations/analytics-integrations/what-data-does-google-analytics-collect

Understand the types of data Google Analytics tracks and how purchase events work with Kajabi.

**Google Analytics** tracks important visitor information to help you understand your audience. Explore what data is collected and how purchase events are tracked on your Kajabi site.

## Data collected by Google Analytics

Google Analytics tracks some of the following information when enabled:

* Device type
* Operating system
* Browser type

However, Google Analytics does not allow you to track personally identifiable information (PII). PII may include things like email, name, company, credit card number, drivers license, and more. For more information, please refer to [Kajabi's Privacy Policy](https://kajabi.com/policies/privacy). Google also provides [resources](https://support.google.com/analytics/answer/7686480?hl=en) about what they consider PII, and what is acceptable to collect.

In an effort to avoid collecting PII, you may use tools such as Google Tag Manager. This will allow you to set up conditions to filter out any potentially sensitive data.

Additional resources about data collection can be found in [Google's Help Center](https://support.google.com/analytics/?hl=en\&sjid=8177823884974561655-NA#topic=14090456).

## Purchase events in Google Analytics

Google Analytics purchase events fire on the first post-purchase page a customer reaches, such as:

* Login page (for new or returning customers)
* Account creation page (for new customers)
* Upsell page

For extra reliability, the purchase event is also configured to fire on post-purchase thank-you pages, landing pages, and the member library. However, once the purchase event has fired on one page, it will not fire again on subsequent pages.

This ensures that:

* Purchases are tracked as early as possible.
* Tracking is consistent, even if a customer does not move through every step of the flow.

See the flow chart below for a visual breakdown of where the purchase event fires in [Enhanced Checkout](../../sales/checkout/enhanced-checkout-overview), depending on whether the customer is new or returning, and whether returning members are already logged in or not:

<img alt="GA and Meta Pixel Event Tracking - Page 1 (3).png" />


# Connect Kajabi to Claude or ChatGPT
Source: https://help.kajabi.com/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt

Set up the Kajabi MCP server to manage Courses, Offers, Contacts, and more from Claude, ChatGPT, and other AI tools.

**Kajabi MCP** is a Model Context Protocol server that connects your Kajabi account to AI tools like Claude and ChatGPT. Once connected, you can ask the AI to list Courses, draft Email Broadcasts, search Contacts, create Offers, and more, all from a single conversation.

## How it works

Using Kajabi MCP follows three steps:

1. **Ask:** Describe what you want in plain language.
2. **Build:** Kajabi MCP constructs pages, emails, Offers, or other content based on your request, usually in under a minute.
3. **Review:** Open the draft in the Kajabi admin UI to make final edits and publish.

For example, instead of building pricing variations, drafting an announcement email, and updating a landing page across three separate tools, you can ask:

*"Create a 30% off Offer for my Photography Fundamentals Course running next Tuesday, draft an email broadcast announcing the sale, and update the Course landing page to mention the discount."*

Kajabi MCP creates the draft Offer, broadcast, and landing page edits in seconds. Open each in the Kajabi admin UI to fine-tune the copy and publish when ready.

## What's possible

**Browse and inspect** — List and fetch Sites, Courses, Products, Offers, Contacts, Forms, Landing Pages, Blog posts, Email Broadcasts and Sequences, Coaching products, and themes. Search Contacts and Products by text.

**Create drafts** — New Blog posts, Courses (with modules and lessons), Coaching products, Offers with pricing, Landing Pages, Email Broadcasts, and Email Sequences with scheduled emails.

**Edit existing content** — Update Course structure, Coaching metadata, Blog post body/SEO/tags, Form fields and settings, and theme content.

**See who's who** — Contact profiles with tags, purchases, and access; tag and segment lists.

**What it won't do:** Take actions on behalf of customers, process payments, send email blasts, surface analytics, or touch account settings.

## Before you begin

**Server URL:** [https://mcp.kajabi.com/mcp](https://mcp.kajabi.com/mcp)

Before you start: log into the correct Kajabi account in your browser — the OAuth approval uses that session.

## Choose what your AI tool can do

When you authorize access to Kajabi, you choose which actions your AI tool can take on your behalf. Each permission can be turned on or off independently, so you can grant only what you need.

| **Permission**                                                                 | **What it allows**                                                                                              |
| :----------------------------------------------------------------------------- | :-------------------------------------------------------------------------------------------------------------- |
| **Read your Kajabi data**                                                      | View contacts, products, content, and analytics.                                                                |
| **Create and edit blog posts, landing pages, newsletters, forms, and courses** | Draft and update these content types.                                                                           |
| **Create and edit offers, products, coaching, and events**                     | Draft and update commerce and coaching items.                                                                   |
| **Create and edit contact tags and segments**                                  | Organize contacts with tags and saved segments.                                                                 |
| **Send DMs, post in community channels, and edit community settings**          | Take community actions on your behalf.                                                                          |
| **Create and edit broadcasts, sequences, and newsletter posts**                | Draft and update email content.                                                                                 |
| **Publish or unpublish content**                                               | Change the publish state of content. Only takes effect when paired with a **Create and edit** permission above. |
| **Edit theme content, custom JavaScript, and custom CSS**                      | Update theme code and styling. Changes take effect immediately on published pages.                              |
| **List and add account users**                                                 | View the users on your account and add new ones. Turned off by default.                                         |

<Check>
  **Important:** Editing theme code and adding account users can make changes that are hard to undo. Only grant these to an AI tool you trust.
</Check>

## Claude (Web — [claude.ai](http://claude.ai))

Requires a paid Claude plan (Pro, Max, Team, or Enterprise).

1. Go to [claude.ai](http://claude.ai) and sign in.
2. Click your profile **→ Settings → Connectors**.
3. Click the **Add custom connector** button at the bottom of the page.
4. Enter:

* **Name:** Kajabi
* **URL:** [https://mcp.kajabi.com/mcp](https://mcp.kajabi.com/mcp)

5. Click **Add**, then approve the Kajabi consent screen in your browser.
6. In a new chat, enable the **Kajabi** connector via the **tools/attachments** menu.

**Verify:** Ask *"List my Kajabi sites."*

## Claude Desktop

1. Open **Claude Desktop**.
2. Go to **Settings → Connectors → Add custom Connector**.
3. Enter:

* **Name:** Kajabi
* **URL:** [https://mcp.kajabi.com/mcp](https://mcp.kajabi.com/mcp)

4. Click **Add** and approve the consent screen in your browser.

**Verify:** Start a new conversation and ask *"List my Kajabi sites."*

## Claude Code (CLI)

`claude mcp add kajabi --transport http https://mcp.kajabi.com/mcp`

Claude Code opens your browser for OAuth automatically. Approve the consent screen and you're connected.

**Verify:**

`> List my Kajabi sites`

## ChatGPT

Custom MCP connectors require **Developer Mode**, which exposes the full MCP tool surface (read + write). Only enable it for servers you trust — Kajabi is yours.

### Enable Developer Mode (one-time)

1. Open ChatGPT → **Settings → Connectors → Advanced**.
2. Toggle **Developer mode** on.
3. Read and accept the warning about write-enabled tools.

<Note>
  **Note:** Developer Mode is available on ChatGPT **Plus** and **Pro** plans, but those plans grant **read and fetch permissions only**. To use write and modify actions, including creating Pages, Offers, Email Sequences, and similar content, you need a ChatGPT **Business**, **Enterprise**, or **Edu** plan. If you do not see **Settings > Connectors > Advanced** in your ChatGPT account, your current plan may not include Developer Mode access.
</Note>

### Add the Kajabi connector

1. Open **Settings → Apps → Advanced settings**, click **Create** app.
2. Enter:

* **Name:** Kajabi
* **MCP Server URL:** [https://mcp.kajabi.com/mcp](https://mcp.kajabi.com/mcp)
* **Authentication:** OAuth

3. Save, then approve the Kajabi consent screen in your browser.

### Use it in a chat

1. Start a new conversation.
2. Click the **+** icon (or **Tools**) → **Developer mode** → enable **Kajabi**.
3. Ask your question.

**Verify:** *"List my Kajabi sites."*

## Cursor

1. Open Cursor → **Settings → MCP → Add new MCP server**.
2. Type: Remote (HTTP) • Name: Kajabi • URL: [https://mcp.kajabi.com/mcp](https://mcp.kajabi.com/mcp)
3. Approve in browser.

## Tips

* **Always start with kjb\_list\_sites** — most tools need a site\_id.
* **Writes may create drafts or publish content.** If drafting the content is an option in Kajabi, then the MCP can create a draft for you. This is true for content like Offers, Pages, Emails, etc. If it is not possible to create a draft in Kajabi, then the MCP will publish the content you request. This is true for content like Community Posts and Forms.
* **Tokens refresh automatically.** If you hit "Unauthorized," remove the connector and re-add it.

## Troubleshooting

| **Issue**                                  | **Fix**                                                              |
| :----------------------------------------- | :------------------------------------------------------------------- |
| "I don't see any Kajabi tools"             | Confirm MCP is enabled on your account — reply and we'll check.      |
| ChatGPT: "Custom connectors not available" | Enable Developer Mode in Settings **→** Connectors **→** Advanced.   |
| Consent screen won't load / auth fails     | Log into the right Kajabi account in your browser first, then retry. |

## Full list of tools

| **Category**     | **Tool**                         | **What it does**                                                                                                                                                                    |
| :--------------- | :------------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Core             | list\_sites                      | Lists all Kajabi sites the authenticated user can access. Call this first to discover site IDs. Each site row includes a community sub-object when the site has a Kajabi Community. |
| Core             | get\_site\_summary               | Returns a detailed summary of a site including settings, locale, contact info, and the site theme's active\_theme\_id.                                                              |
| Core             | ping                             | Smoke test — confirms the MCP server is running and reachable.                                                                                                                      |
| Blog             | create\_blog                     | Create the blog on a site. Required once before any blog posts can be created. Each site can have at most one blog.                                                                 |
| Blog             | list\_blog\_posts                | List blog posts with optional filtering by status (draft/published/scheduled) and tags. Paginated.                                                                                  |
| Blog             | get\_blog\_post                  | Get full HTML content, SEO metadata, tags, and timestamps.                                                                                                                          |
| Blog             | create\_blog\_post               | Create a draft blog post. Always created as a draft.                                                                                                                                |
| Blog             | update\_blog\_post               | Update content, tags, SEO metadata, or publish state. Pass published\_at to publish now or schedule; pass null to unpublish.                                                        |
| Courses          | create\_course                   | Create a course. Supports evergreen (self-paced) and cohort (scheduled).                                                                                                            |
| Courses          | get\_course                      | Get the full module/lesson tree with publishing states.                                                                                                                             |
| Courses          | get\_lesson                      | Get full detail for a single lesson — title, body HTML, publishing state, position, and parent module/submodule context.                                                            |
| Courses          | search\_course\_content          | Search lesson bodies for matching text — useful for locating template markers, legacy formatting, or broken embeds during course migrations.                                        |
| Courses          | update\_course                   | Update title, description, or thumbnail. Cannot change publish status.                                                                                                              |
| Courses          | update\_course\_content          | Add or update modules, submodules, and lessons. Supports reordering, publish/unpublish, drip scheduling, and prerequisite gating.                                                   |
| Coaching         | create\_coaching                 | Create a coaching product. Supports 1:1 and group coaching.                                                                                                                         |
| Coaching         | get\_coaching                    | Get program details including outline sessions or groups, client count, and scheduling config.                                                                                      |
| Coaching         | update\_coaching                 | Update title, description, coach info, and scheduling settings.                                                                                                                     |
| Coaching         | list\_coaching\_sessions         | List sessions for a coaching program (1:1) or coaching group. Paginated.                                                                                                            |
| Coaching         | get\_coaching\_session           | Get details for a single 1:1 or group session.                                                                                                                                      |
| Coaching         | create\_coaching\_session        | Create an ad-hoc 1:1 or group session, including scheduled time, duration, timezone, and location.                                                                                  |
| Coaching         | update\_coaching\_session        | Update an existing session's title, description, or scheduling fields.                                                                                                              |
| Communities      | list\_members                    | List community members with filters (role, joined-after, at-risk, onboarding status) and sort options.                                                                              |
| Communities      | get\_member                      | Full dossier on a single member — points, engagement, onboarding progress, recent RSVPs and challenge entries.                                                                      |
| Communities      | list\_channels                   | List community channels with filters for access group, privacy, and type (feed/chat).                                                                                               |
| Communities      | list\_access\_groups             | List access groups (the gating layer above channels) with member, post, and last-post-at rollups.                                                                                   |
| Communities      | list\_posts                      | List posts across one or all channels with thread-aware filters. Use parent\_post\_id or root\_post\_id to navigate comment/reply threads.                                          |
| Communities      | get\_post                        | Full post body, rich-text data, author, reactions, engagement counts, and inline poll detail.                                                                                       |
| Communities      | create\_post                     | Create a root post, comment, reply, or poll in a channel. Authored as the connected user.                                                                                           |
| Communities      | update\_post                     | Edit an existing post's body.                                                                                                                                                       |
| Communities      | get\_community                   | Show a community's title, description, and owner.                                                                                                                                   |
| Communities      | get\_metrics                     | High-level engagement metrics (active users, new members, messages, RSVPs, challenges joined) over a date window.                                                                   |
| Communities      | list\_announcements              | List a community's announcements with filters by channel and date window.                                                                                                           |
| Communities      | create\_announcement             | Publish a pinned banner, home-sidebar, or channel-scoped announcement.                                                                                                              |
| Communities      | update\_announcement             | Edit an existing announcement's name, text, subtitle, or placement.                                                                                                                 |
| Communities      | list\_challenges                 | List community challenges with filters by time (scheduled/active/expired), series, access group, and free-text search.                                                              |
| Communities      | get\_challenge                   | Full challenge detail including scheduling, prize, status, engagement counts, series, and gating.                                                                                   |
| Communities      | list\_challenge\_series          | List a community's challenge series (curator groupings of related challenges).                                                                                                      |
| Communities      | list\_challenge\_entries         | List submissions to a single challenge, or check whether a specific user submitted.                                                                                                 |
| Communities      | list\_challenge\_entry\_comments | List comments on a single challenge entry.                                                                                                                                          |
| Communities      | list\_meetups                    | List community meetups (events) with time, channel, creator, access group, and date-range filters.                                                                                  |
| Communities      | get\_meetup                      | Full meetup detail including scheduling, location, channel scoping, creator, gating, and RSVP counts.                                                                               |
| Communities      | list\_meetup\_rsvps              | List the RSVP roster for a single meetup, or check whether a specific user RSVPed.                                                                                                  |
| Communities      | send\_dm                         | Send a one-off direct message to a single community member, authored as the connected user.                                                                                         |
| Newsletters      | get\_newsletter                  | Get newsletter details including its 10 most recent posts.                                                                                                                          |
| Newsletters      | get\_newsletter\_post            | Get a newsletter post's draft content, publish status, and email subject.                                                                                                           |
| Newsletters      | create\_newsletter               | Create a newsletter product (also creates its paired opt-in form).                                                                                                                  |
| Newsletters      | create\_newsletter\_post         | Create a draft newsletter post.                                                                                                                                                     |
| Newsletters      | update\_newsletter\_post         | Update draft content.                                                                                                                                                               |
| Email broadcasts | list\_broadcasts                 | List broadcasts with optional filtering by status (draft/scheduled/delivering/delivered).                                                                                           |
| Email broadcasts | get\_broadcast                   | Get subject, body, recipient filters, and engagement stats (opens, clicks, bounces, rates).                                                                                         |
| Email broadcasts | create\_broadcast                | Create a draft broadcast in either the new drag-and-drop builder or the classic HTML editor. Sending happens in the admin UI.                                                       |
| Email sequences  | list\_sequences                  | List active sequences with email count and subscriber count.                                                                                                                        |
| Email sequences  | get\_sequence                    | Get the sequence's emails with drip timing, publication status, and engagement stats.                                                                                               |
| Email sequences  | create\_sequence                 | Create a sequence with title and default send timing. Add emails with add\_sequence\_email.                                                                                         |
| Email sequences  | add\_sequence\_email             | Add an email to an existing sequence with a day offset and optional send time.                                                                                                      |
| Events           | list\_events                     | List events with optional filter by type. Paginated.                                                                                                                                |
| Events           | get\_event                       | Get event details including upcoming occurrences.                                                                                                                                   |
| Events           | create\_event                    | Create an event. Returns the event and a link to the admin editor.                                                                                                                  |
| Forms            | list\_forms                      | List forms with submission counts. Paginated.                                                                                                                                       |
| Forms            | get\_form                        | Get current fields, available site fields that can be added, and submission count.                                                                                                  |
| Forms            | create\_form                     | Create a form with default name and email fields. Optionally attach existing site fields or create new custom fields.                                                               |
| Forms            | update\_form                     | Update settings, attach existing site fields, or create-and-attach new custom fields.                                                                                               |
| Forms            | remove\_form\_field              | Remove a field from a form. The site field is preserved and can be re-added later.                                                                                                  |
| Forms            | list\_form\_submissions          | List submissions for a specific form. Submitted data is in the custom\_fields JSONB column.                                                                                         |
| Pages            | list\_landing\_pages             | List standalone landing pages with optional filtering by status. Excludes funnel/pipeline step pages.                                                                               |
| Pages            | get\_landing\_page               | Get SEO metadata, publish status, form count, URLs, and the page's active\_theme\_id (page content lives entirely in the theme).                                                    |
| Pages            | create\_landing\_page            | Create a draft landing page. Optionally specify a theme preset slug.                                                                                                                |
| Pages            | update\_landing\_page            | Update title, slug, SEO metadata, or publish state. Pass publish\_at to publish or schedule; null to unpublish.                                                                     |
| Pages            | list\_website\_pages             | List website pages with optional filtering by status. Paginated from the active theme.                                                                                              |
| Pages            | get\_website\_page               | Get SEO metadata, publish status, and URLs for a website page.                                                                                                                      |
| Navigation       | list\_navbars                    | List navigation menus, categorized as default (main-menu, footer, member-menu, about-menu) or custom.                                                                               |
| Navigation       | get\_navbar                      | Get a menu and its ordered list of links, including each link's type and target.                                                                                                    |
| Navigation       | create\_navbar                   | Create a new custom navigation menu. Populate it via create\_navbar\_link.                                                                                                          |
| Navigation       | update\_navbar                   | Rename an existing navigation menu (default or custom).                                                                                                                             |
| Navigation       | create\_navbar\_link             | Add a new link to a navigation menu.                                                                                                                                                |
| Navigation       | update\_navbar\_link             | Update an existing navigation menu link.                                                                                                                                            |
| Navigation       | delete\_navbar\_link             | Remove a single link from a navigation menu.                                                                                                                                        |
| Navigation       | reorder\_navbar\_links           | Reorder all links inside a menu in a single call.                                                                                                                                   |
| Commerce         | list\_offers                     | List offers with optional filtering by status. Includes pricing summary and product count.                                                                                          |
| Commerce         | get\_offer                       | Get pricing breakdown, variants, linked products, and the offer's checkout-page active\_theme\_id.                                                                                  |
| Commerce         | create\_offer                    | Create a draft offer. Supports free, one-time, subscription, and payment plan pricing.                                                                                              |
| Commerce         | update\_offer                    | Update an offer's details, pricing, or publish state. Pass publish\_at to publish or schedule; null to unpublish.                                                                   |
| Commerce         | list\_offer\_purchases           | List purchases with optional filtering by member, offer, or date range.                                                                                                             |
| Commerce         | get\_offer\_purchase             | Get pricing breakdown, billing status, member details, product access, and subscription info.                                                                                       |
| Products         | search\_products                 | Search products by title with optional filtering by product type and sellable status.                                                                                               |
| Products         | get\_product                     | Get product type, description, linked offers, and the product's consumption-side active\_theme\_id.                                                                                 |
| Contacts         | search\_contacts                 | Search and filter contacts by name/email plus tags and segments.                                                                                                                    |
| Contacts         | get\_contact                     | Get contact profile including tags, custom fields, purchases, product access, and admin notes.                                                                                      |
| Contacts         | list\_tags                       | List contact tags with contact count per tag.                                                                                                                                       |
| Contacts         | create\_tag                      | Create a new contact tag.                                                                                                                                                           |
| Contacts         | tag\_contact                     | Add a tag to a contact. Idempotent.                                                                                                                                                 |
| Contacts         | untag\_contact                   | Remove a tag from a contact. Idempotent.                                                                                                                                            |
| Contacts         | list\_segments                   | List dynamic contact segments (filter queries, not static lists).                                                                                                                   |
| Contacts         | create\_segment                  | Create a saved segment with a title and filter map. Use to target broadcasts or search contacts.                                                                                    |
| Contacts         | update\_segment                  | Update a segment's title and/or filters. Filters are a full replacement when provided.                                                                                              |
| Themes           | get\_theme\_content              | Get theme settings and section types for any themed page (site, course, landing page, offer, email, coaching).                                                                      |
| Themes           | update\_theme\_content           | Update theme settings on any themed page. Changes take effect immediately on published pages — no draft layer.                                                                      |
| Downloads        | create\_download                 | Create a draft digital download collection. Files and an offer are added in the admin UI.                                                                                           |
| Account users    | list\_account\_users             | List non-owner users on the account. Admins/owners only.                                                                                                                            |
| Account users    | add\_account\_user               | Add a Support Specialist or Assistant. Admins/owners only.                                                                                                                          |
| Analytics        | get\_contacts\_analytics         | Contacts analytics for a site over a date window.                                                                                                                                   |
| Analytics        | get\_revenue\_analytics          | Revenue analytics for a site over a date window.                                                                                                                                    |
| Analytics        | get\_revenue\_by\_offer          | Revenue broken down by offer — shows which products and offers are generating the most revenue.                                                                                     |
| Analytics        | get\_subscriptions\_mrr          | Monthly recurring revenue for a site's subscriptions.                                                                                                                               |
| Analytics        | get\_subscription\_analytics     | Subscription analytics for a site over a date window.                                                                                                                               |

## FAQ

### Can I connect Claude or ChatGPT to multiple Kajabi accounts?

A single Claude or ChatGPT connection links to one Kajabi account at a time. To switch accounts, disconnect your existing connection in Kajabi, log into the Kajabi account you want to use, and then reconnect from your AI tool.

### Can my team members use Claude or ChatGPT with our Kajabi account?

Yes. Each team member connects their own AI tool to Kajabi using their own Kajabi login. What they can do through the AI is limited by their Kajabi user role — for example, only Admin and Owner users can manage account users.

### Why do I have to keep reconnecting Claude or ChatGPT to Kajabi?

A few different things can cause repeat reconnects:

* For security, connections that go unused for a period of time will expire on their own
* The authorization link you click during the connect flow expires after a short window, so long pauses mid-flow will require you to start over
* Your Claude or ChatGPT desktop app may need a restart after a Kajabi update before it can reconnect cleanly
* The connect flow uses whichever Kajabi account is the active browser session. If another Kajabi tab is the active one (such as a partner site you help manage), the connection can fail or attach to the wrong account

If reconnects keep happening, sign into the correct Kajabi account in your browser, restart your AI tool, and try once more. If the issue continues, contact Kajabi Support.

### Why don't I see all of my Kajabi tools in Claude or ChatGPT?

Not every Kajabi feature is available through the connection yet. The connection currently supports the most common workflows — managing contacts, courses, products, offers, pages, emails, and forms — and we are adding coverage to more features over time.

You may also see fewer tools than another user on your account because what you can do through the AI is limited by your Kajabi user role.

If a Kajabi feature you rely on is missing, let us know — your feedback shapes what we build next: [https://feedback.kajabi.com/feature-request?selectedCategory=mcp](https://feedback.kajabi.com/feature-request?selectedCategory=mcp)  

### Why don't reports from Claude or ChatGPT match my Kajabi dashboard?

Small differences usually come from one of three things:

* The connection returns data in UTC, while your dashboard may use your local time zone
* The connection may include all billing statuses, while your dashboard filters some out by default
* Different definitions of "this week" — Sunday-start vs. Monday-start, for example

For an exact match, ask your AI tool to re-run the query with a specific date range, such as "show me completed purchases from May 1st, 2026 through May 7th, 2026."

### Where do I see or remove the AI tools connected to my account?

In Kajabi, go to **Settings → Integrations & Webhooks → AI Assistants** . You will see each connected AI tool along with the date it was authorized. Use the Disconnect option next to any tool to revoke its access.


# 3 considerations for Creator.io chatbot setup
Source: https://help.kajabi.com/articles/api-integrations/creatorio/3-things-to-consider-when-setting-up-your-creatorio-chatbot

Maximize your Creator.io chatbot by understanding your business goals, content types, and optimal placement.

[**Creator.io**](http://creator.io/) offers a customizable chatbot that is simple to set up and custom-tailored to your business on Kajabi. Creator.io is not built into the Kajabi platform but has a simple-to-use API connection to quickly import your course content and help you gather leads, support your customer questions, and engage your students.

[Learn more about Creator.io](https://creator.io/#faq).

## Top 3 things to consider

Maximize your Creator.io Chatbot by first considering the following:

### What is your ultimate business outcome

Perhaps your goal is to build a contact list, answer a few FAQs, or save time engaging with your existing clients.

Understanding your goal will help you set up your Creator.io chatbot.

* If you want to build a contact list, select the "Lead generation template"
* If you want to answer FAQs, select "Customer support"
* If you want to save time engaging with your clients, select "Teaching assistant"

<img alt="Cursor_and_app_creator_io_dashboard_chatbot-creation.png" />

### What types of content do you create?

Identify and collect all the content you create, then add any relevant content to your bot. In this stage, you want to consider the questions that are likely to be asked and the content that you have already created to answer those questions.

### Where do you want your customers to interact with the bot?

Your chatbot can displayed anywhere on your site, but where can it make the biggest impact? What is the most relevant?

By understanding where you want your customers or visitors to interact with the bot on your site, you can select the chatbot that best suits your desired placement.

* Linkin bio or landing page - choose "Lead generation template"
* In a course - choose "Teaching assistant"
* In a Community Product - choose "Customer Support"
* On a Sales Page - choose "Customer Support"


# Creator.io settings
Source: https://help.kajabi.com/articles/api-integrations/creatorio/creatorio-settings

View usage limits, manage your account, and upgrade or downgrade your Creator.io plan.

View your usage limits, manage your account, and adjust your **Creator.io** plan from your Account Settings and Subscription Settings.

## Account settings

Not sure what Creator.io is and how it can help you? [Learn more here](./how-to-create-a-custom-chatbot-with-creatorio)

### Access Creator.io account settings

* Log into your [Creator.io](http://creator.io) account
* Navigate to the top-right corner to your user icon
* Select your user icon to open your Account Settings:

<img alt="Creator_io_–_Figma.png" />

## Plan summary

<img alt="Creator_io_–_Figma.png" />

### Chatbots

Chatbots are calculated by the total number of chatbots you have in your account.

### Contacts

Contacts are calculated by the total number of contacts all of your chatbots have captured all time.

### Transcription minutes

Transcription minutes are calculated based on the total number of minutes of video that are uploaded as training material to your chatbots. Youtube videos do not count towards your transcription minute counts.

### Total resources used

Resources are calculated by the total number of files, web pages, Youtube vidoes, or course lessons you've uploaded to all of your chatbots combined.

### Total messages used

Total messages used are calculated by the total number of messages all of your chatbots have answered in a billing month. GPT4turbo uses 10 messages per response, GPT3.5 turbo uses 1 message per response.

## Personal info

Update your Creator.io Profile information including your profile picture, first name, last name, and email address.

<img alt="Cursor_and_Creator_io_–_Figma.png" />

## Integrations

Integrate your Creator.io Chatbots with third-party applications to help train your chatbots.

For example, you can integrate your Creator.io Chatbots with Kajabi to train your chatbots on specific courses.

## Upgrade/Downgrade

Upgrade or downgrade your plan by visiting your [Subscription and billing](#subscription-and-billing) tab and selecting your desired plan or by clicking **Upgrade** from your Plan Summary:

<img alt="Creator_io_–_Figma.png" />

## Subscription and billing

**How to access your Creator.io subscription and billing section:**

* Log into your [Creator.io](http://creator.io) account
* Navigate to the top-right corner to your user icon
* Select your user icon to open your Account Settings
* Then, open the **Subscription and billing** tab:

<img alt="Creator_io_–_Figma.png" />

## Plan selection

View the available Creator.io plans to select the plan that best fits your business needs. After reviewing the usage limits and features available with each plan, you can select your desired plan directly from your Creator.io account to upgrade or downgrade your current plan.

## Add-ons

Enhance your Creator.io plan with add-ons:

* **Extra message credits**: Purchase additional message credits per month to increase the number of messages allotted for your chatbots
* **Extra resources**: Purchase additional space to upload resources to train your chatbots
* **Remove 'Powered by Creator.io'**: Purchase the ability to remove the Creator.io branding from your chatbot
* **Extra transcription minutes**: Purchase additional transcription minutes per month for video transcriptions uploaded to train your chatbots

## Billing preferences

Update or change your payment method and view your invoices by opening your Billing preferences and invoices.

## Cancel your Creator.io subscription

To cancel your Creator.io subscription:

1. Click on your name on the top right > **Subscription settings**
2. Click **Cancel plan** next to your current plan
3. Click **Confirm cancellation**

<img alt="To cancel your Creator.io subscription, go to the Subscription settings page and click Cancel plan next to your current plan." />


# Create a custom chatbot with Creator.io
Source: https://help.kajabi.com/articles/api-integrations/creatorio/how-to-create-a-custom-chatbot-with-creatorio

Provide 24/7 customer support and gather leads with a Creator.io chatbot on your Kajabi site.

Gathering leads, supporting customer questions, and engaging students are crucial to your business. [**Creator.io**](http://creator.io/) offers a customizable chatbot that is simple to set up and custom-tailored to your business on Kajabi. Creator.io is not built into the Kajabi platform but has a simple-to-use API connection to quickly import all of your course content.

[Learn more about Creator.io](https://creator.io/#faq).

## Set up your chatbot

### Set up Creator.io

* Open your Kajabi account
* Locate your API credentials. [Learn more](../../api-integrations/zapier/how-to-locate-your-kajabi-api-key-and-api-secret)
* Open [Creator.io](http://creator.io/) in a new tab or window
* Click **Connect to Kajabi**
* Add your Kajabi API credentials
* Then, follow the on-screen instructions to complete your setup

After setting up your Creator.io chatbot, your chatbot will learn and adapt to your content to provide your customers with 24/7 support and help you gather leads.

## Install your chatbot

After setting up your chatbot with Creator.io, you can install your chatbot to your site including your website pages, landing pages, and product pages.

Use the Embed link to add a chat bubble to the bottom right area of your page or use the iframe embed code to add the chatbot inline anywhere on your site.

### Embed link

<div>
  <iframe />
</div>

### Iframe embed

<div>
  <iframe />
</div>

<Note>
  **Note:** The Iframe embed code cannot be added to a Product page built with Momentum. However, the Iframe embed code can be added to your Product pages built with the Premier theme within the Welcome Body of a Product page and the Post Body in a Product Post page. [Learn to customize our Course Product With Premier](/articles/products/courses/how-to-customize-your-course-product-with-premier).
</Note>

### Website pages

To install your chatbot to your website pages:

* Open your chatbot
* Copy the **Embed link** to add a chat bubble or the **Iframe embed** to add the chatbot inline anywhere on your page:

<img alt="Lead_generation.png" />

* Log into your Kajabi account
* Open the **Website** tab from your Dashboard
* Then, open **Pages**
* Click the **Website** tab
* Then, select your desired Website page
* Click **Add Section** or locate a section to add a [**Block**](../../website/pages/add-blocks-to-your-page)

<Tip>
  **Tip:** Add the custom code block to your Page Header.
</Tip>

* Click **Custom Code**
* Paste your chatbot embed code into the "Code" field
* Click **Save** to keep and apply your chatbot:

<div>
  <iframe />
</div>

### Landing pages

To install your chatbot to your landing pages:

* Open your chatbot
* Copy the **Embed link** to add a chat bubble or the **Iframe embed** to add the chatbot inline anywhere on your page:

<img alt="Lead_generation.png" />

* Log into your Kajabi account
* Open the **Website** tab from your Dashboard
* Then, open **Pages**
* Click the **Landing** tab
* Then, select your desired Landing page
* Click **Add Section** or locate a section to add a [**Block**](../../website/pages/add-blocks-to-your-page)
* Click **Custom Code**
* Paste your chatbot embed code into the "Code" field

<div>
  <iframe />
</div>

### Product pages

<Note>
  **Note:** Custom Chatbots with Creator.io are only compatible with Course Products on Kajabi.
</Note>

To install your chatbot to your product pages:

* Open your chatbot
* Copy the **Embed link** to add a chat bubble or the **Iframe embed** to add the chatbot inline anywhere on your page:

<img alt="Teaching_assistant.png" />

* Log into your Kajabi account
* Open the **Products** tab from your Dashboard
* Select the Product you wish to install your chatbot to
* Open the **Customize** tab
* Click **Customize** for your product theme
* Open **Settings**
* Click **Custom Code**
* Paste your chatbot embed code into the "Embedded Scripts" field
* Click **Save** to keep and apply your chatbot:

<div>
  <iframe />
</div>

<Note>
  **Note:** Adding your chatbot embed link to your Course Product Theme is available with Momentum 6.5.0 or newer and Premier 7.4.0 or newer. The Iframe embed is only available on Premier at this time.
</Note>

## FAQs

### Do I have to create a chatbot first to connect to Kajabi?

Yes, you will need to create a chatbot to connect to your site on Kajabi. You will follow the on-screen instructions from Creator.io to configure your chatbot and be directed to add your Kajabi API keys during the setup process. After configuring your chatbot, you will be able to copy the embed code to add to any of your desired products or pages on your website on Kajabi.

### How do I use the bot?

Creator.io provides chatbot templates to help you create the chatbot that best suits your goal.

With Creator.io, you can create a chatbot for:

* Lead generation
* Teaching assistant
* Customer Support

[Learn to identify the chatbot that best fits your needs](./3-things-to-consider-when-setting-up-your-creatorio-chatbot).

### Can I use one bot across multiple products (courses or community)?

Yes, but this is utilized best when multiple products are connected to a single Offer.

If your bot is trained on all of your course content, your visitors may be unable to access the answers pertaining to specific courses they do not have access to.

### How can the bot answer questions about info outside of its embedded page?

Create a separate doc or resource that you can upload to your chatbot. We recommend formatting it as a Q\&A doc. [Learn more about the resources you should upload to your chatbot and how to format your Q\&A doc](./what-resources-should-i-upload-to-creatorio).

### How can I recommend products with the bot?

To implement links in your chatbot responses to recommend your Kajabi Products:

* Log into your creator.io account
* Open your chatbot
* Click **Settings**
* Then, update your **Base Prompt** setting with additional instructions for your chatbot.
  Example instructions to recommend your Kajabi Products: "If asked about what products you offer, recommend that the customer buy \[Product Name]. The product can be purchased here: \[Product Offer Page URL]. Make sure you share the link directly with the customer."
* After inputting your additional instructions, click **Save** to keep and apply your changes:

<img alt="Lead_generation.png" />


# Create a sales chatbot with Creator.io
Source: https://help.kajabi.com/articles/api-integrations/creatorio/how-to-create-a-sales-chatbot-with-creatorio

Scale your business with Creator.io chatbots by leveraging the Sales Template.

**Creator.io** offers customizable chatbots that are simple to set up and custom-tailored to your business on Kajabi. Set up a Sales chatbot with Creator.io to drive your website visitors to your Offers and encourage purchases and increase engagement with your products and services.

[Learn more about Creator.io](https://creator.io/#faq).

By creating a sales chatbot, you can let AI do the selling for you. With Creator.io it is easy to set up your Sales chatbot to stand as your front-of-line sales effort for your business.

## Create a sales chatbot

To create a sales chatbot, you can use the Sales Template available with Creator.io:

* Open your Creator.io account
* Click **+ Create new** from your Creator.io Dashboard
* Select the **Sales** template
* Then, follow the on-screen instructions to set up your Sales Chatbot:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Optimize your chatbot's responses that promote your products by completing your product information with the same information displayed in your Offer page (i.e., Title, Description, and Price). Copy and paste the product description and value props from your Offer page directly into the Product Description text box.
</Tip>


# Use Creator.io chat records to improve site FAQs
Source: https://help.kajabi.com/articles/api-integrations/creatorio/how-to-use-creatorio-chat-records-to-improve-your-sites-faqs

Review chatbot conversations to build relevant FAQs for your site.

[**Creator.io**](http://creator.io/) offers a customizable chatbot that is simple to set up and custom-tailored to your business on Kajabi. Creator.io is not built into the Kajabi platform but has a simple-to-use API connection to quickly import your course content and help you gather leads, support your customer questions, and engage your students.

[Learn more about Creator.io](https://creator.io/#faq).

## What are FAQs?

FAQs are Frequently Asked Questions that can help you proactively provide answers for leads and existing customers alike. By providing relevant FAQs, you can help reduce the number of support questions you receive and provide a better user experience to your site's visitors.

## Use your chat records

Creator.io saves a chat record of all conversations with customers and visitors. By reviewing these records, you can see which questions are most commonly asked. These questions are a great starting point for creating your website's FAQs.

[Learn more about the resources you can upload to your chatbot](./what-resources-should-i-upload-to-creatorio)

### Configure your chatbot

To configure your chatbot:

* Log into your Creator.io account (or create an account if you haven't already)
* Click **+ Create new** from your Creator.io Dashboard
* Select your chatbot template. [Learn more](./3-things-to-consider-when-setting-up-your-creatorio-chatbot)
* Complete the prompts to share key information about yourself and your business or click **skip for now** if you do not want to share
* Customize your chatbot by editing the Chatbot name and selecting your chatbot colors
* Train your chatbot by selecting your Kajabi courses, adding URLs, and uploading files

<Note>
  **Note:** Integrate Creator.io with your Kajabi site after creating your first chatbot. After integrating Creator.io and Kajabi, Creator.io will be able to pull information from your Kajabi courses to train your chatbot.
</Note>

<div>
  <iframe />
</div>

### Access your chat records

**To access your chat records:**

* [Log into your Creator.io account](https://app.creator.io/login?form=1)
* Open your desired chatbot
* Click **Activity**
* Select your desired chat history to review the conversation:

<img alt="Chat records" />


# Use freebies to improve lead capture
Source: https://help.kajabi.com/articles/api-integrations/creatorio/how-to-use-freebies-to-improve-lead-capture

Encourage site visitors to share contact information and grow your list with freebies.

A **freebie** is also referred to as a lead magnet or a service or product given free of charge. Giving your visitors a "taste" of your product will help you grow your email list and can be the first step to converting them into paying customers.

Freebies can be anything from a [PDF in a confirmation email](../../sales/offers/how-to-send-a-pdf-to-a-customer-after-a-purchase) to a link to a [free Offer](../../sales/offers/how-to-create-a-free-offer).

## Freebies & Creator.io

Combine the power of AI and Freebies by uploading your free content to your [Creator.io Chatbot](https://creator.io/#faq). By using Freebies, you can grow your list when visitors to your site engage with your customized chatbot.

[Learn to create a custom chatbot with Creator.io](./how-to-create-a-custom-chatbot-with-creatorio).

### Upload a freebie to Creator.io

* Open your Creator.io account
* Navigate to your **chatbot settings**
* Toggle on **collect email address** and **include a freebie with email submission**
* Update your **thank you default message** and include a link for **resource download**:

<div>
  <iframe />
</div>


# Upload resources to Creator.io
Source: https://help.kajabi.com/articles/api-integrations/creatorio/what-resources-should-i-upload-to-creatorio

Maximize your Creator.io chatbot by uploading essential content like Q&A documents, videos, and courses.

[**Creator.io**](http://creator.io/) is an AI chatbot tool developed for all creators by a team of Kajabi product designers. Creator.io is designed to quickly import your course content and help you gather leads, support your customer questions, and engage your students.

[Learn more about Creator.io](https://creator.io/#faq).

## Uploading resources

Creator.io is an AI chatbot that can help you answer your customers' questions, capture leads, and engage your students. By uploading resources to your Creator.io chatbot, your chatbot will have a wealth of knowledge to support your visitors and customers.

Resources to upload:

* YouTube videos
* YouTube channels
* PDF and TXT documents
* Link Kajabi courses
* Q\&A documents

Q\&A documents are one of the best resources you can upload to equip your Creator.io chatbot. By providing your chatbot with the knowledge of frequently asked questions and the answers to those frequently asked questions, your chatbot can answer those questions for you on your site.

### Create a Q\&A document

* Open up a word document like Microsoft Office or Google Docs
* Enter the question
* Then, in the line below, enter the answer to the question
* Create a distinguishable space
* Then, repeat with a line for a question and a line for the answer:

<img alt="Q_A_-_Google_Docs.png" />

[Learn to use your Creator.io chatbot records to build stronger, more relevant FAQs](./how-to-use-creatorio-chat-records-to-improve-your-sites-faqs).


# Use ActiveCampaign with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/how-to-use-activecampaign-with-kajabi

Send Kajabi form submissions to ActiveCampaign for email marketing and automation.

**ActiveCampaign** is an email marketing, marketing automation, sales automation, and CRM software platform for small to mid-sized businesses. Connect ActiveCampaign and Kajabi to send your ActiveCampaign emails to contacts submitting your Forms in Kajabi.

<div>
  <iframe />
</div>

Connecting ActiveCampaign and Kajabi will send your contacts name and email address collected from your Form to your connected ActiveCampaign account.

If you wish to send additional information including tags to your List in ActiveCampaign, read [How to Use Zapier with Kajabi](../zapier/use-zapier-with-kajabi).

Learn more about Kajabi's [Email Campaigns](../../marketing/email-campaigns/email-campaigns-overview) to create and design engaging emails to send directly to your List right from your Kajabi site.

<Note>
  **Note:** If a contact declines to subscribe to your email marketing they may appear in your Contacts tab on Kajabi, but may not populate in ActiveCampaign. This can occur if a [purchase is made without subscribing](../../sales/checkout/how-to-change-checkout-page-opt-in-settings) to your email marketing or a [Double Opt-in Form](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in) is completed without confirming their intention to subscribe from their email.
</Note>

## Enable ActiveCampaign on Kajabi

### Connect ActiveCampaign to Kajabi

* Open the **Settings** tab from your Dashboard.
* Select **Third Party Integrations**.
* **Turn on** the **ActiveCampaign** integration:

<div>
  <iframe />
</div>

### Find the API URL and API Key

* Log in to your Active Campaign account.
* Click the **Settings** tab at the bottom left of the dashboard.
* Select the **Developer** section.
* Copy and Paste the **API URL** and **API Key** into the corresponding fields in Kajabi:

<div>
  <iframe />
</div>

Click **Save** and your ActiveCampaign integration should be active.

## Set up a list in ActiveCampaign

### Create a list in ActiveCampaign

* Log in to **Active Campaign**.
* Open the **Lists** tab.
* Click **Add New List**.
* Select the List after it has been created and copy the **List ID** from the **URL**:

<div>
  <iframe />
</div>

In this example the List ID is "1"

## Add the List ID to a Kajabi Form

### Add the List ID to a Kajabi Form

* Open the **Marketing** tab from your Dashboard.
* Then, select **Forms**.
* Create a new **Form** or edit an existing one.
* Check the box next to "**Send the contact to a third party email provider**".
* Select **ActiveCampaign**.
* Paste the **List ID** from the **URL** in step 2:

<div>
  <iframe />
</div>

* Click **Save** at the top right of the page.

Your contact's information will now be sent to your List in ActiveCampaign when the contact submits the Form.

<Note>
  **Note:** If you wish to send a Customer's information to ActiveCampaign after an Offer is purchased read [How to Set Up After Purchase Settings](../../sales/offers/how-to-include-additional-settings-for-your-offer) for details. Keep in mind, if an [Offer is granted](../../sales/offers/how-to-grant-an-offer), the Customer's information will not be sent to your third-party email provider.
</Note>


# Use AWeber with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/how-to-use-aweber-with-kajabi

Send Kajabi form submissions to your AWeber list.

**AWeber** is an email marketing service provider that helps you keep in touch with your mailing list subscribers. You can integrate AWeber with Kajabi to have Kajabi form submissions added to your AWeber list.

<div>
  <iframe />
</div>

## Activate the AWeber integration

To activate your AWeber integration:

* From the dashboard, open the **Settings** tab.
* Select **Third Party Integrations**.
* Click the **Connect** button and sign in to your AWeber account in order to allow Kajabi to access your AWeber account.

<div>
  <iframe />
</div>

After allowing Kajabi to access your AWeber account, you will be redirected back to the Integrations page with three fields visible under your AWeber integration.

The tokens created here won't need to be used later, this just lets you know your account is properly linked to Kajabi.

<img alt="AWeber integration tokens" />

## Create a list in AWeber

Next, log in to AWeber to create a List to use with the integration:

* Click **List Options** in the left-hand menu.
* Copy the **List ID**:

<div>
  <iframe />
</div>

## Add the List ID to a Kajabi Form

In your Kajabi admin:

* Create a new **Form** or edit an existing one.
* Check the box next to "**Send the contact to a third party email provider**".
* Select **AWeber**.
* Paste the **List-ID**.

<div>
  <iframe />
</div>

Click **Save** at the bottom of the page. Submissions through that Kajabi Form will be added to your **List** in AWeber.


# Use ConvertKit with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/how-to-use-convertkit-with-kajabi

Send Kajabi form submissions to ConvertKit for email marketing and automation.

**ConvertKit** is an email marketing service for running email marketing campaigns. With ConvertKit, create opt-in forms, tag subscribers, set-up automation, and send email follow-up messages.

Connect ConvertKit and Kajabi to send your ConvertKit emails to contacts opting into your Forms on Kajabi. If you wish to send additional information including tags to ConvertKit, read [Use Zapier with Kajabi](../zapier/use-zapier-with-kajabi).

Learn more about Kajabi's [Email Campaigns](/articles/marketing/email-campaigns/email-campaigns-overview) to create and design engaging emails directly from your Kajabi site.

## Activate the ConvertKit integration

### Get the ConvertKit API Key

1. Go to **Account Settings**.
2. Copy the **API Key**:

<img alt="ConvertKit API Key" />

### Activate the ConvertKit integration in Kajabi

1. Open the **Settings** tab.
2. Select **Third Party Integrations**.
3. Toggle **On** the **ConvertKit** integration.
4. Paste the **ConvertKit API Key**.
5. Click **Save.**

## Add the ConvertKit Form ID to a Kajabi Form

### Get the ConvertKit Form ID

1. Create a new **Form.**
   <Tip>
     Enable [double opt-in on your ConvertKit Form](https://help.convertkit.com/en/articles/2971364-the-all-important-double-opt-in).
   </Tip>
2. Copy the **Form ID** from the Form page URL.

<Tip>
  **Tip:** If double opt-in is enabled on both ConvertKit and Kajabi, your form submitters will receive two emails asking to confirm their intention to subscribe to your list. Be sure to disable double opt-in from your Kajabi Form to avoid duplicates.
</Tip>

### Add the Form ID to Kajabi

1. Create a new **Form** or edit an existing one.
   <Tip>
     Disable [double opt-in from your Kajabi Form to avoid duplicate emails](/articles/marketing/forms/how-to-set-up-a-form-with-double-opt-in).
   </Tip>
2. Check the box next to **Send the contact to a third party email provider**.
3. Select **ConvertKit**.
4. Paste the **Form ID**.
5. Click **Save** at the top right of the page.

Submissions through that Kajabi Form will be added to your Form in ConvertKit.

<Tip>
  **Tip:** Test your integration by completing and submitting your Form with a valid email address.
</Tip>

If you wish to send a Customer's information to ConvertKit after an Offer is purchased read how to [set up post-purchase settings](/articles/sales/offers/create-an-offer#post-purchase).

Keep in mind, if an [Offer is granted](/articles/sales/offers/how-to-grant-an-offer), the Customer's information will not be sent to your third-party email provider.


# Use Drip with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/how-to-use-drip-with-kajabi

Connect Kajabi Forms to Drip to send opt-ins directly to your Drip account.

**Drip** is an ecommerce CRM designed for building personal and profitable relationships with your customers at scale. Connect your Kajabi Forms to Drip to send opt-ins directly to your Drip account.

## Activate your Drip integration

### Activate Drip integration

* Open the **Settings** tab from your Dashboard.
* Open **Third Party Integrations**.
* Click the toggle to blue to enable the **Drip** integration:

<div>
  <iframe />
</div>

## Configure the Drip integration

The first step to configuring the integration is to add your **API** and **Account ID**.

* [Click this link to find your API Key](https://www.getdrip.com/user/edit).

<img alt="Drip API Key" />

* [Click this link to find your Account ID](https://www.getdrip.com/settings/general).

<img alt="Drip Account ID" />

* Next, add both entries to the **Integration Settings**.

<img alt="Drip Integration Settings" />

## Connect Drip to a Form

Once your configuration is complete, the last step is to associate the Drip integration to a **Form**.

This will send opt-ins to your list in **Drip**.

The same will apply if the form is used anywhere within your site or if it's embedded.

### Connect Drip to a Form

* Open the **Marketing** tab from your Dashboard.
* Click **Forms**.
* Select the Form you want to integrate Drip with.
* In the After Submission section, select **Send the contact to a third-party email provider**.
* Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** You can also add tags. This gives you the ability to send your opt-ins to a specific list within Drip.
</Note>


# Use MailChimp with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/how-to-use-mailchimp-with-kajabi

Integrate MailChimp with Kajabi to send form submissions to your email marketing lists.

**MailChimp** is a web-based email marketing service to help you design email newsletters, share them on social networks, and integrate with services you may already use and track your results.

<div>
  <iframe />
</div>

Mailchimp enables people interested in your work or products to subscribe and unsubscribe to email marketing lists through opt-in forms.

Connect Mailchimp and Kajabi to send your Kajabi Form submissions to your list in MailChimp. This allows you to send your MailChimp emails to contacts submitting your forms in Kajabi.

If you wish to send additional information or perform actions in MailChimp, read [How to Use Zapier with Kajabi](../zapier/use-zapier-with-kajabi).

Learn more about Kajabi's [Email Campaigns](../../marketing/email-campaigns/email-campaigns-overview) to create and design engaging emails to work seamlessly within your Kajabi site.

## Enable the MailChimp integration

To connect MailChimp to Kajabi:

* Open the **Settings** tab from your Dashboard.
* Select **Third Party Integrations**.
* Turn **On** the **MailChimp** integration:

<div>
  <iframe />
</div>

To obtain the **API Key** key:

* Click the **API Key link**.
* Log in to **MailChimp**.

<div>
  <iframe />
</div>

* Copy the **API Key** and paste it in Kajabi.
* Click **Save**:

<div>
  <iframe />
</div>

## Create a list in MailChimp

In order to integrate with a Form, you will need to create a List in MailChimp:

<img alt="MailChimp List" />

[Learn how to find your MailChimp audience ID](https://mailchimp.com/help/find-audience-id/)

## Add the List ID to a Kajabi Form

In your Kajabi admin:

* Open the Marketing tab from your Dashboard and click **Forms**.
* Create a new **Form** or edit an existing one.
* Check the box next to "**Send the contact to a third party email provider**".
* Select **MailChimp**.
* Paste the **List-ID**:

<div>
  <iframe />
</div>

* Click **Save** at the bottom of the page. Submissions through that Kajabi Form will be added to your list in MailChimp.

<Note>
  **Note:** If you wish to send a Customer's information to MailChimp after an Offer is purchased read [How to Set Up After Purchase Settings](../../sales/offers/how-to-include-additional-settings-for-your-offer) for details. Keep in mind, if an [Offer is granted](../../sales/offers/how-to-grant-an-offer), the Customer's information will not be sent to your third-party email provider.
</Note>


# MailChimp behavior on subscription cancellation
Source: https://help.kajabi.com/articles/api-integrations/email-integrations/if-a-member-cancels-their-subscription-will-they-be-removed-from-my-mailchimp-lists

Understand how the MailChimp integration handles subscription cancellations in Kajabi.

No, the [**MailChimp** integration](/articles/api-integrations/email-integrations/how-to-use-mailchimp-with-kajabi) with Kajabi applies to Opt-ins and Offer Purchases only. Subscription cancellations are not automatically synced to MailChimp.

<img alt="MailChimp integration options" />

This means that when a contact submits a Form to opt-in to your marketing emails or purchases an Offer, their information is sent to your designated MailChimp List.

After their information is captured in MailChimp, you can manage your MailChimp List in a way that best fits your business.

If a Member cancels their subscription or you manually unsubscribe them in Kajabi, you will need to perform your desired actions for that contact within your MailChimp account.


# Kajabi MCP Security and Privacy
Source: https://help.kajabi.com/articles/api-integrations/kajabi-mcp-security-and-privacy

MCP permissions and limitations, how account information is protected, and how data moves through the MCP to an AI provider

The [Kajabi MCP](https://help.kajabi.com/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt) is secure and safe to use. Below, we clearly and transparently break down how the MCP works with your data and the customer data you control, so you can decide what’s right for your business with confidence.

The short version: We’ve applied best practices to secure the Kajabi MCP, and ensure that you control what your AI tool can and can’t do with it.

## What is an MCP?

**MCP** stands for **Model Context Protocol**. It's a shared standard that lets an AI tool, like Claude, ChatGPT, or Cursor, connect directly to another piece of software and do real work inside it.

We built the Kajabi MCP so you can point an AI tool at your Kajabi account and have it make actual changes for you: drafting and editing emails, building out pages, updating products and offers, organizing contacts, and working across the other features you already use.

That's genuinely powerful, and it's also why we take the security side seriously. Giving an AI tool the ability to make changes in your account means giving it access and reach, so we've done a lot of work to keep you in control of exactly what it can and can't do. Here's how that works.

## Decide what the AI can access through the MCP

When you connect an AI tool (Claude, ChatGPT, Cursor, or another), [you approve each permission individually](https://help.kajabi.com/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt#choose-what-your-ai-tool-can-do). Your connection starts read-only, and you grant access from there.

If you would like the AI to draft your emails but never touch your contacts you may grant the one, and skip the other. The riskiest permissions, like editing your theme code or adding account users, stay off until you deliberately turn them on. Anything you haven't granted isn't available to that connection at all, so there's nothing for the AI to work around.

## Review what the AI does with the MCP

You stay in control of the MCP at two points, and both are yours to set.

First, by default, your AI tool asks for your permission before it takes any action (making a change, pulling data, anything). Claude, ChatGPT, and Cursor all offer an “auto-approve” mode you can turn on to stop those prompts, but we'd recommend against it, including when you're working with the Kajabi MCP. Leaving approvals on means you're always asked before anything happens.

Second, not every action works the same way in the MCP. Many changes are saved as drafts for you to review and publish when you’re ready. Others take effect right away. You have a moment to check which kind it is before you approve an action.

## How we protect your account

We built in a lot of safeguards around the MCP. A few key ones are:

* **The MCP can't exceed your own access:** The MCP is limited to what your user role allows, and it's locked to your account. It can't reach anyone else's. You can always set up a specific user account for the MCP to have more granular controls over its access.
* **Automated disconnection:** Remove any tool in one click under **Settings → Integrations & Webhooks**. Connections you stop using expire on their own.
* **Protection against prompt injection:** Content your customers enter is treated as information, not as instructions the AI should follow.
* **It was independently tested:** In addition to our own rigorous testing, we had the MCP put through independent security testing before launch and addressed what we found.

## Data & privacy

When you let an AI tool read your Kajabi data through the MCP, that data goes to the AI provider you picked (Anthropic, OpenAI, or another) under their terms, not ours. The MCP never sends your data to an AI on its own. It only happens when you connect a tool and ask it to. You pick the tool, you set the permissions, and you decide what it can see. 

As always with Kajabi, you remain in control of your customers' data. If you use the MCP to process your customers' personal information, the AI tool you connect to is a vendor you've chosen, and you can disclose that vendor to your customers based on your privacy compliance needs.

## In summary

The MCP is one of the most useful tools we've shipped, and we want you to use it knowing exactly what you've allowed and what you haven't. If you have questions we haven't answered in this article, please let us know by [contacting Support](https://help.kajabi.com/articles/resources/support/how-to-contact-kajabi-support) or posting in the [Kajabi Hero Community](https://university.mykajabi.com/products/communities/v2/khc/home). 


# Check out as a guest through PayPal
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/can-you-checkout-as-a-guest-through-paypal

Learn when customers can use PayPal guest checkout versus when they need a PayPal account.

**PayPal** offers guest checkout options for certain payment types, allowing your customers to pay without logging into a PayPal account. This flexibility depends on the type of Offer you're selling.

## Guest checkout for one-time payments

If the Offer is a [one-time payment](../../sales/offers/how-to-create-a-one-time-payment-offer), your customers can checkout as a guest with PayPal. They will be redirected to the PayPal pop-up where they have the option to click **Pay with Debit or Credit Card** to check out as a guest:

<img alt="PayPal guest checkout option" />

## Account required for recurring payments

If the Offer is a [payment plan](../../sales/offers/create-a-payment-plan-offer) or [recurring subscription](../../sales/offers/how-to-create-a-subscription-offer), your customers will be prompted to log into their account or create an account to checkout with PayPal:

<img alt="PayPal login required" />


# Connect a third-party payment gateway to Kajabi
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/connect-a-third-party-payment-gateway-to-kajabi

Connect third-party checkout software and payment gateways to accept payments on Kajabi.

**Kajabi** offers a native integration for [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview). However, you also have the ability to connect third-party checkout software to collect payments. This allows you to use payment gateways like Stripe or PayPal.

## PayPal

PayPal is a service that enables you to pay and accept payments. PayPal uses data encryption and anti-fraud technology to help keep your information secure, reducing the risk of online fraud.

[Learn to connect PayPal to your Kajabi Account.](./connect-paypal-to-kajabi)

## Stripe

Stripe is an American technology company operating in over 34 countries that allows both private individuals and businesses to accept payments over the Internet. Stripe focuses on providing the technical, fraud prevention, and banking infrastructure required to operate online payment systems.

[Learn to connect Stripe to Kajabi to begin accepting payments with Stripe.](./connect-stripe-to-kajabi)

## Find a third-party checkout software

If you do not wish to use PayPal or Stripe as your third-party payment gateway, you do have other options.

First, research third-party checkout software to find the best software to suit your needs.

To help you get started, here are a few examples:

* [Shopify](https://www.shopify.com/)
* [WooCommerce](https://woocommerce.com/)

After you have found your preferred software, you will need to determine the software that is available in your region/country.

After you have determined the Payment Software that you wish to use, you are ready to connect through a Webhook URL or Zapier.

<Note>
  **Note:**
  You will not receive automatic [Hero reward milestone](https://help.kajabi.com/hc/en-us/articles/360037241714) emails from Kajabi if you are using a third-party payment system other than Stripe or PayPal. See instructions on [how to claim Hero rewards if you use a third-party payment system.](https://help.kajabi.com/hc/en-us/articles/360037241714#h_f92e9662-0484-46a3-89aa-e8536b0a26f1)
</Note>

## Connect to Kajabi Offers using webhook URLs or Zapier triggers

You will need to connect your payment gateway to Kajabi, specifically to grant your customers access to one of your Offers if they purchase through your third-party checkout software. Each product in your checkout software should correspond to an Offer on Kajabi.

### Zapier

* Choose your checkout software as the trigger app (e.g., Shopify) and the event should be related to a new order or purchase:

<img alt="Zapier trigger setup" />

* Add a filter to run this zap only if it applies to a specific product. In the trigger event, you can choose how to filter this (e.g., product ID):

<img alt="Zapier filter setup" />

* Add an action and select Kajabi as the app. For the event, choose "Grant Access to an Offer":

<img alt="Zapier Kajabi action" />

* Then, repeat these steps for all your Offers.

<Note>
  **Note:**
  If you are selling a subscription product, you will need to create another zap. When the subscription is canceled, you will need to revoke access to the Offer on Kajabi.
</Note>

### Webhooks

You can use inbound webhooks on your Offer.

**Activation URL** - This will grant access to your Offer.

* Send data when a new Offer is purchased with your third-party checkout software.

**Deactivation URL** - This will revoke access to your Offer.

* Send data when a subscription Offer is canceled via your third-party checkout software.

[Learn more about Webhooks.](../../api-integrations/webhooks/webhooks-explained)

<Note>
  **Note:**
  Webhooks on Kajabi are exclusively accessible for Heroes on our Growth or Pro Plans. Learn how to upgrade your Kajabi subscription plan [here.](../../account-settings/billing/manage-your-subscription)
</Note>

## Link or embed checkout software

On your third-party checkout software, you should have a checkout page link for each of your Products.

On Kajabi, you can link to these pages with call to action (CTA) buttons.

<img alt="Call to action button" />

[Learn how to use a Call to Action.](../../website/pages/how-to-use-a-call-to-action)

Some third-party checkout software may give you the option to embed your Products on your Kajabi site. In this case, you can use a custom code section on your site pages to add the embed code.

Example embed code section:

<div>
  <iframe />
</div>

<Warning>
  **Important:**
  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

[Learn how to add custom code to your page.](../../website/pages/add-custom-code-to-pages)


# Connect PayPal to Kajabi
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/connect-paypal-to-kajabi

Connect a PayPal account to Kajabi to accept payments securely.

**PayPal** is a service that enables you to pay and accept payments. PayPal uses data encryption and anti-fraud technology to help keep your information secure, reducing the risk of online fraud.

<Tip>
  **Tip:**
  Interested in using an all-in-one payment solution with exclusive features designed specifically for the Kajabi platform instead? Check out [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview).
</Tip>

<div>
  <iframe />
</div>

## Connect PayPal to Kajabi

### Connect PayPal to Kajabi

* Open the **Settings** tab from your Dashboard.
* Click **Integrations & Webhooks** in Site Settings.
* Locate the **Third-party payment method** section
* Then, click **Connect** next to PayPal to begin the connection process:

<div>
  <iframe />
</div>

After completing the connection, you will receive a confirmation email. However, if there is a problem with the connection, you will see a notification about the issue with your connection on the Payment Integration page.

Repeat the process to integrate PayPal into your Kajabi account if your connection is unsuccessful.

## PayPal receipts

When a Member purchases an Offer with a PayPal account, they will automatically receive a digital receipt in the email inbox associated with their PayPal account or the email address used when checking out as a guest with PayPal:

<img alt="PayPal receipt example" />

## Connect a different PayPal account

Connected the wrong account, or do you need to change the PayPal account connected to Kajabi?

Detach your PayPal account from Kajabi to connect a different account. [Learn more](./detach-stripe-and-paypal-from-kajabi)


# Connect Stripe to Kajabi
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/connect-stripe-to-kajabi

Connect a Stripe account to Kajabi to accept payments.

If your business operates in any of the following regions, you can leverage [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview) to simplify setup and streamline payment management directly within Kajabi. You'll also unlock exclusive features, including [Apple Pay and Google Pay](../../sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers), [Buy Now Pay Laters (Afterpay and Klarna)](../../sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments), Kajabi's [Sales Tax](../../sales/kajabi-payments/kajabi-payments-sales-tax-overview) feature, seamless integration with accounting software including [QuickBooks](../../sales/kajabi-payments/how-to-integrate-quickbooks-online-with-kajabi-payments) and [Xero](../../sales/kajabi-payments/how-to-integrate-xero-with-kajabi-payments), and more.

* Australia
* Canada
* United Kingdom
* United States
* United Arab Emirates
* European Union countries (Austria, Belgium, Croatia, Cyprus, and more)

## Connect to Stripe

Connect Stripe to your site on Kajabi to begin accepting payments through the Stripe payment provider. [Learn about Stripe.](../../sales/kajabi-payments/transactions#h_80edf9e0-aedf-4550-b664-6238b5a2bbb8)

<Note>
  **Note:**
  To connect Stripe to your site you must be signed into Kajabi as the account owner. If you are an account user, you will not be able to connect to Stripe. [Learn more about account user roles.](../../account-settings/users/account-users)
</Note>

### Connect Stripe

* Open the **Settings** tab from your Dashboard.
* Click **Integrations & Webhooks** in Site Settings.
* Locate the **Third-party payment provider** section
* Select "**View third-party payment provider**"
* Select "**Connect**" to begin the Stripe integration:

<div>
  <iframe />
</div>

## Connect a Stripe account

After clicking **Connect** from your Kajabi account you will be prompted to complete the setup with an existing Stripe Account or with a new Stripe Account:

* [I have a Stripe Account](#if-you-have-an-existing-stripe-account)
* [I don't have an Account with Stripe](#if-you-dont-have-a-stripe-account)

## If you have an existing Stripe account

If you already have an existing Stripe account, you can connect it to your site on Kajabi.

However, if your existing Stripe account is already connected or has existing transactions (e.g., another Kajabi site, third-party software) you may see the error message "Looks like this account has been connected to another Kajabi Site."

If you receive this message, you will need to create a new account within your existing Stripe account. You can use your same Stripe email login credentials for this new account.

To connect your Stripe account, start by logging into your Stripe account from the Stripe integration on Kajabi.

### Log in to Stripe

* Click **Log in to Stripe**.
* Enter the email address associated with your Stripe Account.
* Enter your password for your Stripe Account.
* Select the account you'd like to connect to Kajabi.
* Then, click **Connect**.
  * If your Stripe Account is currently connected to another site on Kajabi, you will need to create a new account. Simply click **Create a new account** to get started. [Learn how to create and manage multiple Stripe accounts](https://stripe.com/docs/multiple-accounts).
  * Then, complete the prompts to create your new Stripe Account.

<img alt="Stripe account selection" />

<Note>
  **Note:**
  You can create additional Stripe Accounts under the same email address if you already have an existing Stripe Account.

  If you need to create a new account, Kajabi will help you create a new account with Stripe to easily connect to Kajabi. To set up a new account, follow the on-screen instructions provided by Kajabi's integration with Stripe.
</Note>

## If you don't have a Stripe account

If you don't have a Stripe account but wish to integrate Kajabi with Stripe, create a Stripe account directly through Kajabi's integration with Stripe:

* Select **Create Stripe account**.
* Enter your desired Stripe account credentials (email and password).
* Click **Continue**.
* Then, follow the on-screen instructions to set up your account:

<img alt="Create Stripe account" />

After completing the connection process, Kajabi will prompt you to review your details.

* Be sure to complete any missing required information.
* After reviewing your details, click **Submit**:

<img alt="Review Stripe details" />

After successfully connecting your Stripe account, you will be redirected back to your Payments page on Kajabi.

## Remove a Stripe account

Did you connect the wrong account, or need to change the Stripe account connected to Kajabi?

Detach your Stripe account from Kajabi to connect a different account. [Learn more](./detach-stripe-and-paypal-from-kajabi)


# Detach Stripe and PayPal from Kajabi
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/detach-stripe-and-paypal-from-kajabi

Disconnect your Stripe and PayPal payment processors from Kajabi and understand the impact on existing subscriptions and transactions.

If you want to detach your **Stripe** and/or **PayPal** accounts from Kajabi, follow the instructions in this guide.

## Detach Stripe

### What happens when you detach Stripe from Kajabi?

* **Integrate with another Stripe account.** Detaching a Stripe account from Kajabi allows you to connect a different Stripe account.
* **Payment records remain visible.** All payment records and analytics from detached Stripe integrations stay visible in Kajabi.
* **Coupons carry over.** Existing coupons will function and will be recreated in the new Stripe integration.
* **No new payments on the detached account.** After detaching a Stripe account, the detached account will no longer accept new payments. However, Kajabi will continue to listen for updates to past payments and subscriptions.
  * Refunds, cancellations, and pausing/resuming actions can still be done from Kajabi for a detached Stripe account.
* **Automations continue.** All automations will continue to trigger for purchases made through the detached Stripe account.
* **Billing Info may become inaccessible.** If your customer has an active subscription from a payment processor that you have detached from Kajabi, the [Billing Info section](../../contacts/manage-your-contacts/customer-update-of-customer-settings#h_01EJY97R9CMWW6YA395V63ZCY0) in their customer portal will not be visible or accessible. Your customers will no longer have the ability to cancel or update their cards if their active subscription was processed through a detached payment processor (i.e., detached PayPal or Stripe). Instead, you will need to [manually cancel or remove their cards from Kajabi](../../contacts/manage-your-contacts/refund-your-customers) or Stripe.

### Detach a Stripe account from Kajabi

1. Open the **Settings** tab from your Dashboard.
2. Click **Integrations & Webhooks** in Site Settings.
3. Locate the **Third-party processor** section.
4. Select **View third-party processor**.
5. Click **View details** from the Stripe card.
6. Click **Detach Stripe Integration**.
7. Confirm your desire to disconnect your Stripe account by completing the prompt and selecting **Delete Stripe Integration**:

<div>
  <iframe />
</div>

<Warning>
  **Warning:**
  Do not revoke access to your detached Kajabi account via the Stripe Dashboard. Revoking access severs ties between Stripe and Kajabi, and you will no longer be able to take actions on purchases in Kajabi. Learn more about the implications of revoking access in [Stripe's Support Documentation](https://support.stripe.com/questions/disconnect-your-stripe-account-from-a-connected-third-party-platform#:~:text=You%20can%20revoke%20the%20access,with%20the%20platform%20before%20disconnecting.).

  If your Kajabi account is deactivated and you need to remove the Kajabi/Stripe integration inside of Stripe, refer to [Stripe's Support Documentation](https://support.stripe.com/questions/disconnect-your-stripe-account-from-a-connected-third-party-platform).
</Warning>

## Detach PayPal for upgraded accounts

You can manually disconnect your PayPal account from Kajabi if you want to move forward with detachment.

<Note>
  **Note:**
  The following steps are only available if you have the latest version of PayPal. [Learn to upgrade your PayPal account](./how-to-upgrade-your-paypal-account).
</Note>

### Detach a PayPal account from Kajabi

1. Sign into your connected PayPal account.
2. Go to **Account Settings**:

<img alt="PayPal account settings" />

3. Navigate to **Account Access**:

<img alt="PayPal account access" />

4. Click **Change** next to "Log in with PayPal".
5. Click **Delete** for the option tied to Kajabi:

<img alt="Delete Kajabi from PayPal" />

## What happens when you detach a non-upgraded PayPal account from Kajabi?

Consider your detachment request carefully with the following points in mind:

* **Refunds stop processing.** Refunds for purchases made under the current PayPal account will no longer be able to process once detached.
* **Subscription-based Offers disconnect.** Subscription-based Offers will disconnect from Kajabi and any updates or changes will not reflect in Kajabi. However, subscription payments will continue and be reflected in your PayPal account. Be sure to prepare your customers' future payments before detaching PayPal from Kajabi.
* **Coupons stop working.** Coupons created in Kajabi will disconnect and will no longer function properly.
* **Affiliate tracking ends.** All purchases made through Affiliates under the current PayPal account will no longer be tracked.
* **Payment records become invisible.** All payment records and analytics (i.e., Sales) from detached PayPal integrations will no longer be visible in Kajabi.
* **Reconnection is not possible.** Once detached, the same PayPal account cannot be reconnected back to the Kajabi site.

If you have upgraded your PayPal account, none of the above disclaimers apply to you.

Learn more about [upgrading your PayPal account](./how-to-upgrade-your-paypal-account).

<Tip>
  **Tip:**
  Toggle off PayPal for specific Offer Checkout Pages instead of detaching your PayPal accounts from Kajabi. [Learn to disable PayPal as a payment method for specific Offers](../../sales/offers/how-to-turn-on-a-payment-provider-for-your-offers).
</Tip>

## Request a detachment for a non-upgraded PayPal account with transactions

If you want to move forward with the detachment process, reach out to our [support team](../../resources/support/how-to-contact-kajabi-support#h_a291dc3c-38b1-4199-b868-300d6ee075a1).

<Note>
  **Note:** To request a PayPal detachment, you must be the Account Owner.
</Note>

To proceed with the detachment process, copy and complete the following information in your request to our support team:

**I have read the [disclaimers](#what-happens-when-you-detach-a-non-upgraded-paypal-account-from-kajabi) listed in the Kajabi Help Center article, [Detaching a non-upgraded PayPal account](#what-happens-when-you-detach-a-non-upgraded-paypal-account-from-kajabi), and I agree to continue with the payment processor detachment with this information in mind. Here are the details of my request:**

* What is your **Site URL**?
* What is your **Site Title**?
* What is your **Reason for Detachment**?
* Are you the **Account Owner**?
* What is your **Contact Email**?

To proceed with the detachment process, our support team must receive confirmation that you understand the ramifications of this action as listed above, and you must be the Account Owner.


# Send a receipt with PayPal
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-do-i-send-a-receipt-with-paypal

PayPal automatically sends receipts to customers after purchase.

When customers purchase your Product via [**PayPal**](../../sales/offers/how-to-turn-on-a-payment-provider-for-your-offers), they will automatically receive an electronic receipt from PayPal in their email inbox:

<img alt="PayPal receipt example" />

[Learn more about PayPal seller tools](https://www.paypal.com/us/smarthelp/article/how-do-i-send-an-email-receipt-to-buyers-\(virtual-terminal-transaction\)-faq2929).

Looking to send a receipt with Stripe? [Learn more](./how-to-send-a-receipt-in-stripe)


# How Kajabi supports payment authentication
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-kajabi-supports-payment-authentication

Comply with authentication guidelines like SCA and customize the purchase experience for your customers.

**Kajabi** helps you comply with authentication guidelines such as Strong Customer Authentication (SCA) and provides options to customize your customers' purchase experience. Whether you use Kajabi Payments, Stripe, or PayPal, your checkout process is built to meet authentication requirements.

## What is payment authentication?

Payment authentication is the process of confirming a customer's identity to successfully process a transaction:

* First, a purchase is initiated.
* Then, the customer authenticates the transaction.
* After authentication is successful, the purchase is completed.

<img alt="Authentication process" />

Payment authentication requirements come in many forms, such as Strong Customer Authentication (SCA).

### Strong Customer Authentication

The Strong Customer Authentication (SCA) is a European regulatory requirement designed to reduce fraud and make online payments more secure.

Transactions that don't follow the SCA authentication guidelines may be declined by your customers' banks.

[Learn more about SCA from Stripe](https://stripe.com/guides/strong-customer-authentication).

**Not sure if your business is affected by SCA?**

[Learn about businesses affected by SCA](https://support.stripe.com/questions/businesses-affected-by-strong-customer-authentication-sca-regulations).

### Is Kajabi compliant?

As authentication requirements evolved, Kajabi worked to ensure that knowledge entrepreneurs had the tools necessary to meet these changes.

This requirement drove proactive change and Kajabi has supported authentication from the start.

Kajabi Payments and partnerships with Stripe and PayPal provide the necessary tools to comply with various authentication requirements without any extra setup or work for you.

## How Kajabi supports authentication

With Kajabi, you can feel confident knowing that your checkout process meets authentication requirements without needing to lift a finger.

Kajabi Payments ensures that transactions on your site have the required authentication. And with Kajabi's strong partnerships with Stripe and PayPal, you can feel confident that transactions on your site have the required authentication.

**With PayPal, authentication is done for you.**

If authentication is required, PayPal completes the authentication process separately from Kajabi.

[Learn how PayPal handles authentication](https://www.paypal.com/uk/webapps/mpp/psd2)

**What about Stripe?**

Kajabi works closely with Stripe to ensure that your site complies with authentication requirements by using [Stripe's 3D Secure](https://stripe.com/guides/3d-secure-2).

If a customer is required to complete authentication to process their transaction, they are immediately prompted to authenticate their payment through their bank before proceeding.

Customers with an off-session or offline payment that must be authenticated outside of the checkout process (like a recurring payment) will receive an email prompting them to authorize the transaction.

## What will my customers see?

If a transaction occurs on your site that requires authentication, your customer's experience will vary depending on:

* The financial institution of the card used for payment (the card Issuing Bank)
* And the status of the transaction when authentication is required (i.e., in-checkout or off-session)

A transaction that occurs during the checkout process is referred to as the in-checkout experience whereas the transaction that occurs outside of the checkout process is referred to as the off-session experience.

The in-checkout or off-session status will determine your customers' experience if authentication is required.

With Kajabi, your customers that require authentication are given every opportunity to authenticate their transactions to continue accessing the value you offer.

### In-checkout experience

If your customer requires authentication during the checkout process, they will be prompted to authorize the transaction immediately following the completion of the Offer Checkout Page.

<Note>
  **Note:**
  This step will vary depending on your customers' bank.
</Note>

There, your customer will be asked to verify their identity by the method their bank requires.

Once verified, your customer will continue with the checkout process to access their purchased content.

<img alt="In-checkout authentication" />

[Learn more about the checkout process on Kajabi](../../sales/offers/what-happens-when-a-customer-purchases-my-offer)

### Off-session experience

A financial institution can request authentication for a transaction outside the checkout process.

This is referred to as the off-session experience.

This can occur if a customer requires authentication for transactions outside of the checkout page, such as a recurring subscription.

If authentication is required outside of the checkout process, both you and your Member will receive an email notification to inform you that authentication is required.

Email notification:

<img alt="Off-session authentication email" />

After receiving the email notification, your Member has a specified number of days to authenticate their payment to maintain their subscription.

<Note>
  **Note:**
  Your Stripe setup will determine the specific number of days your Member is allotted.
</Note>

<img alt="Off-session authentication process" />

If the subscription has been fully canceled, the Offer access will be revoked at the end of the current billing cycle.

If your Member attempts to log into their Library page while the authorization is pending they will be directed to complete authentication immediately after logging in.

### Can I change the email copy sent to my customers?

Yes, you can edit the automated emails sent by your site to best represent your language and brand.

[Learn how to edit automated emails](../../account-settings/notifications/edit-automated-email-notifications)

To edit the email notification sent to your customers that require authentication:

* Open the **Settings** tab from your Dashboard.
* Select the **Email Templates** card from your Site Settings.
* Then, click **Member Payment Action Required** to begin editing:

<img alt="Email template settings" />

### Don't want to be notified every time a customer requires authentication?

[Update email preferences](../../account-settings/notifications/update-email-notifications):

<img alt="Email notification preferences" />

## What do I need to do?

If you choose to process payments through Kajabi Payments or PayPal, authentication is automatically handled for you, so you don't have to do anything.

Similar to PayPal, Kajabi's integration with Stripe automatically handles authentication for you.

However, with Stripe, you have the ability to customize your Stripe account to modify your 3D Secure settings such as:

* The length of time before Stripe performs an action if authentication is incomplete
* The action Stripe should perform at the conclusion of your selected time period

[Learn more from Stripe](https://stripe.com/docs/billing/automatic-collection#emails-3)

In short, no matter which payment processor you choose (Stripe or PayPal), you can feel confident knowing that with Kajabi your checkout process is built to protect your business.


# Cancel and refund a payment in Stripe
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-cancel-and-refund-a-payment-in-stripe

Cancel subscriptions and process refunds directly in Stripe.

Like any business, there will be an occasion when your customers may want to cancel their subscription and ask for a refund. This guide walks you through performing these actions directly in **Stripe**.

## Cancel a subscription in Stripe

* Log into your Stripe account.
* Open the **Customers** tab.
* Search the **customer's** email address in the search bar.
* Click on their **Stripe** profile.
* Scroll to **Subscriptions**.
* Click `x` on the right side of the Subscription that you wish to cancel.
* Then, select **Cancel subscription**.
* In the prompt, select the date of the cancellation.
* Click **Cancel subscription** to apply:

<div>
  <iframe />
</div>

## Refund a payment in Stripe

* Log into your Stripe account.
* Open the **Customers** tab.
* Search the **customer's** email address in the search bar.
* Click on their **Stripe** profile.
* Scroll down to **Payments**.
* Click `…` on the right side of the Payment that you wish to Refund.
* Then, click **Refund payment**.
* Complete the prompt and select **Refund**:

<div>
  <iframe />
</div>


# Cancel and refund a transaction in PayPal
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-cancel-and-refund-a-transaction-in-paypal

Process refunds and cancel subscriptions through your PayPal dashboard.

When you need to process refunds or cancel subscriptions for your customers, **PayPal** provides straightforward tools to handle these transactions. This guide walks you through refunding transactions, canceling subscriptions, and setting up automated notifications for your team when cancellations occur.

## Refund a transaction in PayPal

To refund a transaction in your PayPal dashboard:

* Go to the **Activity** tab in the header
* Select **Refund** next to the transaction you'd like to refund

<div>
  <iframe />
</div>

[Learn more with PayPal](https://www.paypal.com/ca/smarthelp/article/how-do-i-issue-a-full-or-partial-refund-faq780).

## Cancel a subscription in PayPal

### Cancel a customer subscription

* Log into your PayPal account
* Click **Sales** in the top menu
* Select **Subscriptions** under the "Sales Channels" section
* On the Manage Subscriptions page, select **Subscriptions** from the left sidebar
* Select the customer whose subscription you'd like to cancel
* Click the `…` menu and select **Cancel Subscription**
* Confirm that you would like to cancel the subscription

<div>
  <iframe />
</div>

<Note>
  **Note:** After your customer cancels their subscription through PayPal, PayPal will notify you of the cancellation.
</Note>

## Send a custom email notification to your team for cancellations

The email address associated with your Kajabi account will receive a notification email from PayPal if a customer cancels their subscription.

If you wish to notify your team of cancellations, create an Automation:

### Add an Automation

1. From your dashboard, navigate to **Sales** > **Pricing** > **Offers**.
2. Select the offer you want to create the notification for.
3. Click the **Purchase flow** tab.
4. Scroll to the **Automations** section and click **+ Add Automation**.

### Configure the Automation

* Under When, click **Offer subscription payment canceled**
* Under Then, select **Send an email**
* Then, select **To my team**
* Enter your team email addresses that you wish to be notified in the **Recipients** field
* Be sure to click `tab` or `enter` after each recipient entered
* Edit the **Subject** and the **Body** of the email sent to your team
* Click **Save** to keep your changes

<div>
  <iframe />
</div>


# Manage failed payments in PayPal
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-manage-failed-payments-in-paypal

Monitor and locate failed payments in PayPal.

Failed payments processed through **PayPal** must be monitored directly through PayPal. Unlike Stripe, PayPal payment failures won't appear in your Kajabi dashboard. This guide shows you how to locate and manage failed payments in your PayPal account.

## PayPal

For payments processed with PayPal, you will need to monitor your payments through [PayPal](https://www.paypal.com/).

If a payment fails with PayPal, you will not be able to see the failure in Kajabi. Any upcoming payments will have the status as "Upcoming," and the overall subscription status will remain as "Active."

## PayPal retries

If a payment fails, PayPal attempts to retry the payment every 5 days up to twice per billing cycle. However, if the second retry fails, PayPal counts it as a payment failure, and the failed payment amount will be added to the outstanding balance for the next billing cycle.

## View failed payments in PayPal

### View a failed payment

* [Log into your PayPal account](https://www.paypal.com/signin)
* Navigate to the **Home** tab of your PayPal account
* Click **Recurring Payments** under "Quick Links"
* Navigate to your list of payments
* Filter by **Outstanding Payments**

You can click on individual customers for more information about their outstanding payment(s).


# Manage failed payments in Stripe
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-manage-failed-payments-in-stripe

Customize Stripe's Smart Retries to specify retry days before your customer's subscription is canceled.

Failed payments processed through **Stripe** can be customized to specify the number of retry days before your customer's subscription is canceled. This guide covers how to configure Stripe's Smart Retries, set up custom retry schedules, enable auto revoke/grant features, and view failed payments in Kajabi.

## Manage failed payments in Stripe

In your Stripe Account, you can customize how potential failed payments are handled when processed in Stripe:

* Customize Stripe's **Retry schedule** if a payment failure occurs
* Create [**Customer emails**](./how-to-set-up-automated-emails-with-stripe-when-payments-fail) to send when a card payment fails
* Adjust the **Subscription status** to determine the action that will occur if all retries for a payment fail

## Stripe's smart retries

Stripe uses machine learning algorithms that train on data collected across the Stripe network to optimize retry timing. This means that amount of time between payment retries changes each time based upon Stripe's machine learning algorithms.

If you would like to disable this feature and set up your custom retry schedule, learn more in the section below.

Check out Stripe's documentation on [Smart Retries](https://stripe.com/docs/billing/automatic-collection#smart-retries).

## Use custom retry schedule

Select **Use custom retry schedule** to create your very own retry schedule within Stripe.

* Log into your Stripe account
* Click the **Settings** tab
* Under the **Billing** card, click **Subscriptions and emails**
* Configure the steps you'd like to take when charging a customer's payment method fails within **Manage failed payments**
* Click **Use custom retry schedule** to configure your Retry rules. This will determine how much time is between each charge attempt and after how many attempts the subscription is automatically canceled
* Click **Save** to keep your changes

<div>
  <iframe />
</div>

## Auto revoke/auto grant after failed payment

If you want to revoke product access after the first failed payment for a subscription or payment plans, and then have access auto-granted back to your customer once the payment has succeeded, this setting can now be turned on from your **Customer Payments** setting page. This feature is exclusively available to Kajabi Payments and Stripe.

To turn on Auto Revoke/Auto Grant:

* From your Kajabi Dashboard, navigate to Settings
* In Settings, select Customer Payments
* Toggle the box under the revoke and grant access section
* Hit save to apply the changes

<div>
  <iframe />
</div>

<Note>
  **Note:** The auto revoke/grant feature does not trigger grant automations.
</Note>

## View Stripe failed payments in Kajabi

You can view failed payments for Stripe integrations:

To access information regarding failed payments, follow these steps:

<img alt="Failed payments list" />

<div>
  <iframe />
</div>

### Understanding statuses

* When a subscription or payment plan fails, the billing status will be **Past due**
* In the transactions tab, you can see which transactions are **Retrying** and when they are scheduled to be tried again
* When a failed payment reattempt is successful, the subscription or payment plan billing status will change back into an **Active** state and future payments will be collected on the next billing cycle
* If all retries fail, the subscription or payment plan will be updated depending on the settings you've selected in Stripe

## Export failed payments

### Export transactional data as a CSV

* Navigate to **Sales**
* Click **Transactions**
* Select **Filter**
* Choose **Failed** in the Filter menu
* **Apply** the changes
* Click **Export**

<div>
  <iframe />
</div>


# Send a receipt in Stripe
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-send-a-receipt-in-stripe

Send receipts to individual customers or configure automatic receipts for every successful Stripe payment.

**Stripe** provides flexible options for sending receipts to your customers. You can manually send receipts for individual transactions or configure automatic receipts for every successful payment. This guide covers both methods.

<div>
  <iframe />
</div>

## Send a receipt or invoice manually

* Locate the Stripe profile of your customer in the **Customer** tab
* Navigate to the desired payment
* Click **Send receipt**

<div>
  <iframe />
</div>

## Configure automatic receipts in Stripe

* Log into your Stripe account
* Select **Settings** in top right corner of your Dashboard
* Navigate to your **Business settings**
* Open **Emails**
* Toggle on **Successful payments**
* Click **Save** to apply

<div>
  <iframe />
</div>

Learn more about [email receipts in Stripe](https://stripe.com/docs/receipts).


# Set up automated emails in Stripe for failed payments
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-set-up-automated-emails-with-stripe-when-payments-fail

Configure Stripe to automatically email customers when a payment fails.

When a customer's payment fails, automated emails can help recover the payment by prompting them to update their payment method. **Stripe** allows you to configure these emails to include a payment invoice, making it easy for customers to complete their payment.

## Set up automated emails for payment failures

* Log into your Stripe account
* Click the gear icon to open your **Settings**
* Under the Billing section, select **Subscriptions and Emails**
* Then, toggle on **Send emails to customers to update failed card payment methods**

<img alt="Stripe email settings" />

*Click image to enlarge*

* Customize your email template by clicking the **eye** symbol

Read [Stripe's Support Guide](https://stripe.com/docs/invoicing/send-email) for details.


# Upgrade a PayPal account
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-upgrade-your-paypal-account

Upgrade your PayPal account to continue accepting payments and receive better support from the Kajabi team.

Upgrading your **PayPal** account ensures you can continue accepting payments without interruption. The latest version of PayPal provides improved payment processing, better support from the Kajabi team for troubleshooting, and enhanced security and reliability.

## Why do I need to upgrade my PayPal account?

The latest version of PayPal will help improve your experience of accepting payments through PayPal.

Upgrading your PayPal account will you give you the following:

* Ability to keep accepting payments via PayPal
* Better support from the Kajabi team to troubleshoot issues that you might run into
* More security
* More reliability

Continue accepting payments and avoid any interruptions with PayPal by upgrading your PayPal account.

<Note>
  **Note:** If you don't have the option to upgrade your PayPal account, your account is successfully connected to the latest version of PayPal and does not require an upgrade.
</Note>

## Upgrade a PayPal account

If you have an existing PayPal account connected to Kajabi, you can upgrade your PayPal account from your Kajabi account:

<img alt="PayPal upgrade option" />

### To upgrade your PayPal account

* [Log into your Kajabi account](https://app.kajabi.com/login)
* Open the **Settings** tab from your Dashboard
* Click **Third Party Integrations**
* Next to PayPal, click **Upgrade**

<img alt="PayPal upgrade button" />

* Log into your PayPal account with your PayPal credentials

If you have more than one PayPal account, make sure to log into the PayPal account you've already connected to Kajabi.

* Follow the on-screen instructions to complete the upgrade


# View all transactions in PayPal
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/how-to-view-all-transactions-in-paypal

View PayPal transactions directly in your PayPal account for complete transaction records.

All **PayPal** transactions that take place within Kajabi are tracked through both Kajabi and PayPal. If you wish to view your PayPal transactions directly in PayPal, you can do so by logging into your PayPal account.

## View transactions in PayPal

* Log into your PayPal business account
* Click the **Activity** tab in the header
* Then, select **All Transactions**

<img alt="How to view PayPal transactions" />

<Tip>
  **Tip:** Unfortunately, PayPal doesn't automatically update changes made to Offer Titles in customer invoices. Consequently, if the title of your offer is changed, the former title will still be shown on the invoice. Because of this issue, we recommend creating a new offer with the new title to ensure consistency for your customer purchases and invoices.
</Tip>


# Payment options available with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/payment-options-available-with-kajabi

Kajabi offers three payment gateways—Kajabi Payments, Stripe, and PayPal—to collect payment for the value you offer your audience.

**Kajabi** also supports a variety of advanced payment features, including digital wallets like Apple Pay and Google Pay, and buy now, pay later options such as Klarna and Afterpay. These additional options provide flexibility for customers and align with Kajabi's mission to enhance user experiences.

## Kajabi Payments

Kajabi Payments is an all-in-one solution purpose-built for Kajabi Heroes — giving you everything you need to accept customer payments, oversee purchases, manage refunds, initiate payouts, and more, all from your Kajabi dashboard. It also unlocks exclusive payment methods like Apple Pay, Google Pay, Afterpay, and more:

<img alt="Kajabi Payments options" />

With Kajabi Payments, your Checkout page enables customers to purchase your Offers effortlessly. They can either enter their credit card information directly on the page or choose from the additional payment methods you've selected. The payments are then processed and collected into your connected bank account, incurring a small fee that's equivalent to major payment providers. [Learn more](../../sales/kajabi-payments/kajabi-payments-processing-fees).

Kajabi Payments is currently available to Kajabi customers whose businesses are based in the US, Australia, the UK, Canada, and select European countries.

<Tip>
  **Tip:** [Learn how to set up Kajabi Payments](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-overview).
</Tip>

## PayPal

PayPal is a worldwide online payment system that allows you to pay, send money, and accept payments with a [small fee](https://www.paypal.com/us/webapps/mpp/paypal-fees).

<Note>
  **Note:** Unlike other popular platforms for creators, Kajabi never takes a percentage of your revenue. That's just not our style. Only PayPal fees will be applied when using PayPal.
</Note>

PayPal uses data encryption and anti-fraud technology to help keep your information secure, reducing the risk of online fraud.

PayPal is a well-trusted platform that services 200+ countries. Find out if PayPal is available in your country [here](https://www.paypal.com/us/webapps/mpp/country-worldwide).

With PayPal, your customers can purchase your Offers with their personal PayPal accounts or by creating a guest PayPal account.

If you choose to connect PayPal to your Kajabi account, your customers can purchase your Offers using PayPal:

<img alt="PayPal checkout option" />

<Tip>
  **Tip:** [Learn how to connect PayPal to your Kajabi account](https://help.kajabi.com/articles/api-integrations/payment-integrations/connect-paypal-to-kajabi) and begin pricing your Offers with PayPal.
</Tip>

<Tip>
  **Tip:** Connect Kajabi Payments or Stripe in addition to PayPal to give your customers the option to select their preferred payment method. [Learn more](../../sales/offers/how-to-turn-on-a-payment-provider-for-your-offers)
</Tip>

## Stripe

Stripe is an American technology company operating in over 34 countries that allows both private individuals and businesses to accept payments over the Internet with a [small fee](https://stripe.com/pricing).

Stripe focuses on providing the technical, fraud prevention, and banking infrastructure required to operate online payment systems. Find out if Stripe is available in your country [here](https://stripe.com/global).

With Stripe, your Checkout page will give your customers the ability to purchase your Offers by simply entering their card information directly onto your Checkout page and processing the payments into your connected bank account.

By entering their valid payment information, your customers can complete their purchase.

<Tip>
  **Tip:** [Learn how to connect Stripe to your Kajabi account](https://help.kajabi.com/articles/api-integrations/payment-integrations/connect-stripe-to-kajabi) and begin pricing your Offers with Stripe.
</Tip>

<Tip>
  **Tip:** Connect both Kajabi Payments, or Stripe, and PayPal to give your customers the option to select their preferred payment method. [Learn more](../../sales/offers/how-to-turn-on-a-payment-provider-for-your-offers)
</Tip>

If Kajabi Payments, Stripe, or PayPal do not work for you, [learn to connect a third-party payment gateway](./connect-a-third-party-payment-gateway-to-kajabi).


# PayPal integration troubleshooting
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/paypal-integration-troubleshooting

Troubleshoot common PayPal integration issues with this guide.

If you are having trouble connecting your Kajabi account with **PayPal**, you may be experiencing one or more of these issues. This guide covers common PayPal integration problems and their solutions.

## API credentials

A crucial step in setting up your PayPal integration is making sure you are using the Live API Credentials and not the Sandbox API Credentials. The Live API Credentials will be used for your PayPal integration. It will not be possible to integrate successfully when using the Sandbox API Credentials.

<div>
  <iframe />
</div>

## Create app button is greyed out

Sometimes the Create App button will be unclickable or greyed out for a period of time after creating your PayPal Business account.

The **Create App** option becomes available within 24 hours of creating your PayPal Business account.

Please reach out to PayPal support if you have further issues with this. You can reach them here: [https://www.paypal.com/us/smarthelp/contact-us](https://www.paypal.com/us/smarthelp/contact-us).

## Sandbox account status error

<img alt="Sandbox account status error" />

You will need to have an active Sandbox Account in order to complete the PayPal integration.

### Fix

There is not currently a way to fix this on our end.

You will need to reach out to PayPal customer support in order to resolve this issue. You can reach them here: [https://www.paypal.com/us/smarthelp/contact-us](https://www.paypal.com/us/smarthelp/contact-us).

## CANNOT\_FIND\_PROFILE\_DESC error

The `CANNOT_FIND_PROFILE_DESC` error is triggered by an outdated Offer. This error usually comes up when using an Offer that was created before we released our native PayPal integration. The error will look like this:

<img alt="CANNOT_FIND_PROFILE_DESC error" />

### Fix

An easy fix for this issue would be to recreate or **Duplicate** the offer giving you the error. Learn [how to duplicate an offer](../../sales/offers/how-to-duplicate-an-offer). Use the freshly duplicated Offer on your sales pages and your users should be able to complete their purchase without issue.

If this does not help solve the issue, reach out to [our support team](../../resources/support/how-to-contact-kajabi-support#submit_a_request).

## PayPal payment modal disappears

This error has to do with how you have your PayPal account set up. This is usually caused by not having subscriptions enabled in your PayPal business account.

### Fix

You'll need to go to this link: [https://developer.paypal.com/developer/accountstatus](https://developer.paypal.com/developer/accountStatus) and enable subscription payments in your account.

If enabling subscriptions does not keep the payment modal from disappearing, you will need to reach out to PayPal customer support in order to resolve this issue. You can reach them here: [https://www.paypal.com/us/smarthelp/contact-us](https://www.paypal.com/us/smarthelp/contact-us).

## PayPal seller protection

Learn what is covered and what is not covered under PayPal's seller protection plan here: [https://www.paypal.com/us/webapps/mpp/security/seller-protection](https://www.paypal.com/us/webapps/mpp/security/seller-protection).

Intangible purchases like services, digital goods, etc. are not covered by PayPal.

<Tip>
  **Tip:** Unfortunately, PayPal doesn't automatically update changes made to Offer Titles in customer invoices. Consequently, if the title of your offer is changed, the former title will still be shown on the invoice. Because of this issue, we recommend creating a new offer with the new title to ensure consistency for your customer purchases and invoices.
</Tip>


# View a customer's next billing date in Stripe
Source: https://help.kajabi.com/articles/api-integrations/payment-integrations/where-to-view-your-customers-next-billing-date-in-stripe

Stripe allows you to see your customer's payment information, including their next billing date.

**Stripe** provides detailed information about your customer's subscriptions, including when they will be charged next. This guide shows you how to locate the next billing date for any customer in your Stripe dashboard.

## View a customer's next billing date

### To view the next billing date for a customer

* Log into your Stripe account
* Search the email address of the customer and open their Stripe profile
* Locate the **Subscriptions** section
* Under Active Subscriptions, you can take note of the exact date your customer will be charged next

<div>
  <iframe />
</div>


# Kajabi public API availability
Source: https://help.kajabi.com/articles/api-integrations/public-api/does-kajabi-have-a-public-api

Explore Kajabi's public API and alternative integration options.

**Kajabi** offers a public API that enables you to build custom integrations and extend your platform's functionality. This article covers API availability and alternatives for those without API access.

## Public API access

Kajabi has a public API included with the Pro Plan. For those on the Pro Plan, see [Using Kajabi's public API](/articles/api-integrations/public-api/using-kajabis-public-api) to get started.

The public API is also available as a \$25/mo add-on. Reach out to [support@kajabi.com](mailto:support@kajabi.com) to add this to your plan.

All current API functionality can be found at:

* [help.kajabi.com/api-reference](https://help.kajabi.com/api-reference)

## Alternatives without API access

For those on Growth or Pro Plans without public API access, Webhooks provide a similar purpose. Kajabi offers both inbound and outbound Webhooks, allowing you to send and receive information from third-party applications.

[Learn how to use Webhooks with Kajabi](../webhooks/webhooks-explained)

## Submit a feature request

If you would like to request a public API feature in a future update, consider submitting a [feature request](https://help.kajabi.com/hc/en-us/articles/360043215193) to let our team know.


# Use Kajabi's public API
Source: https://help.kajabi.com/articles/api-integrations/public-api/using-kajabis-public-api

Create API keys and access documentation for Kajabi's public API.

**Kajabi's public API** allows you to build custom integrations and automate workflows. This article walks you through creating API keys and accessing the API documentation.

<Note>
  **Note:**
  The public API is included with the Pro Plan. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details. It is also available as a \$25/mo add-on. Reach out to [support@kajabi.com](mailto:support@kajabi.com) to add this to your plan.

  For those on Growth or Pro Plans without public API access, Webhooks provide a similar purpose. Kajabi offers both inbound and outbound Webhooks, allowing you to send and receive information from third-party applications. See [How to use Webhooks with Kajabi](../webhooks/webhooks-explained).
</Note>

## API keys

To create an API key:

* Go to Settings > [Public API](https://app.kajabi.com/admin/settings/public_api)
* Click **Create User API Key**
* Enter a **name** for your key
* Select the account user and permissions
* Click **Create**

<Warning>
  **Important:**
  Only Owners and Subowners can create API Keys.
</Warning>

<img alt="API key creation screen" />

<Note>
  **Note:**
  For security purposes, you may "Delete" or "Rotate" the API credentials at any time. This will invalidate any access tokens granted with those credentials.
</Note>

## API documentation

For detailed information about endpoints, request parameters, and examples, visit the **Kajabi Public API Documentation**:

* [help.kajabi.com/api-reference](https://help.kajabi.com/api-reference)

This documentation provides a comprehensive guide on how to use various endpoints, error handling, and best practices for integrating with the public API.

## Get help

If you encounter a possible bug or have questions about the functionality of the Kajabi public API, [contact our support team](../../resources/support/how-to-contact-kajabi-support).

Kajabi is not able to support inquiries specific to custom coding. If you need assistance implementing or troubleshooting custom code with the API, we recommend seeking guidance from an expert or developer.


# Third party integrations
Source: https://help.kajabi.com/articles/api-integrations/webhooks/third-party-integrations

Connect Kajabi with third-party platforms to extend your site's functionality with email, analytics, and payment integrations.

**Third-party integrations** allow external platforms to work hand-in-hand with Kajabi. Connect your favorite tools for email marketing, analytics tracking, and payment processing to create a seamless experience for your business.

## Email integrations

Using the Email Integrations in Kajabi allows you to send contact information to these platforms when a site visitor fills out a Form or purchases an Offer:

* [Aweber](../../api-integrations/email-integrations/how-to-use-aweber-with-kajabi)
* [Mailchimp](../../api-integrations/email-integrations/how-to-use-mailchimp-with-kajabi)
* [Drip](../../api-integrations/email-integrations/how-to-use-drip-with-kajabi)
* [ConvertKit](../../api-integrations/email-integrations/how-to-use-convertkit-with-kajabi)
* [ActiveCampaign](../../api-integrations/email-integrations/how-to-use-activecampaign-with-kajabi)

## Analytics

The Analytics Integrations can help automate the process of measuring the performance of your site by using tracking code from these apps in the header and footer of your pages:

* [Segment](../../api-integrations/analytics-integrations/how-to-use-kajabi-with-segment)
* [Google Analytics](../../api-integrations/analytics-integrations/connect-google-analytics-with-kajabi)
* [Facebook (Meta) Pixel](../../api-integrations/analytics-integrations/meta-pixel-with-kajabi)

<Note>
  **Note:** These are Kajabi's native analytics integrations. Each one connects via a toggle and an account ID or tracking ID. If you want to add a custom tracking script that is not listed here (for example, Microsoft Clarity, Hotjar, or TikTok Pixel), add it to **Settings** > **Site Details** > **Page Scripts** > **Header Page Scripts**. Code added there loads in the `<head>` tag on every page of your site, except Offer checkout pages.
</Note>

## Third-party payment methods

* [PayPal](../../api-integrations/payment-integrations/connect-paypal-to-kajabi)

## Third party processor

* [Stripe](../../api-integrations/payment-integrations/connect-stripe-to-kajabi)


# Troubleshoot webhooks
Source: https://help.kajabi.com/articles/api-integrations/webhooks/troubleshooting-webhooks

Resolve common webhook payload errors and learn best practices for connecting webhooks in Kajabi.

**Webhooks** in Kajabi are URLs that link two apps together, automatically triggering an action in an app after completing an action in another app. For example, adding a contact to InfusionSoft using an Activation Webhook URL for a specific Offer in your Kajabi account will automatically grant the Contact access to that Offer in Kajabi.

<Note>
  **Note:**
  Webhooks on Kajabi are exclusively accessible for Heroes on our Growth or Pro Plans. Learn how to upgrade your Kajabi subscription plan [here](../../account-settings/billing/manage-your-subscription).
</Note>

## Common payload errors

When troubleshooting Kajabi Webhooks, you may encounter the following payload errors:

* **email:** can't be blank
* **name:** can't be blank
* **email:** is invalid

Often, the solution is verifying that both the name and email are included on the Webhook.

It is also good practice to confirm the email is valid.

**Follow this chart to successfully troubleshoot your Webhooks error:**

<img alt="IMG_2996.jpg" />

## Additional information when troubleshooting webhooks

* Webhooks always require the name, email, and external\_user\_id. All values should be lowercase.
* The external\_user\_id will be prioritized over email.
* The easiest way of making the email and external\_user\_id match is to use the email address as the external\_user\_id. If you need assistance updating your existing users' external\_user\_ids to be the email address, [reach out to Support](../../resources/support/how-to-contact-kajabi-support).
* Make sure the required Key-Value Pair/payload is on the top-level. If it's nested underneath it will not work and will give you the "Email can't be blank and Name can't be blank" error as shown below.

### Sample payload comparing top level payload & nested objects payload

<img alt="F8207B11-8012-4F58-BEA6-FBA0D3A1CD72.png" />


# Use webhooks with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/webhooks/webhooks-explained

Learn how to use Inbound and Outbound Webhooks to automate communication between Kajabi and other applications.

**Webhooks** are a means of automatic communication between applications, allowing your online accounts to "communicate" to each other by giving and receiving information triggered by an action. Use Inbound and Outbound Webhooks to connect Kajabi with your favorite third-party tools.

<Info>
  Important: If your account has Multiple Order Bumps available (currently in Beta), the behavior of the **Payment Succeeded** and **Purchase Created** webhooks has changed. One-time primary offers and one-time order bumps are now grouped into a single transaction, which affects how many events fire and what the payloads contain. Review [Webhook Changes with the Introduction of Multiple Order Bumps](https://help.kajabi.com/articles/api-integrations/webhooks/webhook-changes) to understand what's different and confirm your automations continue to work as expected.
</Info>

<Note>
  **Note:** Webhooks on Kajabi are exclusively accessible for Heroes on our Growth or Pro Plans. Learn how to upgrade your Kajabi subscription plan [here](../../account-settings/billing/manage-your-subscription).
</Note>

## Access webhook URLs

Each [Offer](../../sales/offers/offers-overview) has an Activation and Deactivation Webhook URL.

### Locate Offer Activation and Deactivation webhook URLs

* Open the **Sales** tab from the Dashboard.
* Then, select your **Offer**.
* Click the **More Actions** dropdown.
* Select **Webhooks**:

<div>
  <iframe />
</div>

Enter your Purchase Webhook URL for individual Offers to send information from individual Offers to your third-party application.

### Locate the Purchase webhook URL

* Open the **Settings** tab from the Dashboard.
* Click **Checkout Settings**.
* Navigate to **Webhooks**:

<div>
  <iframe />
</div>

Enter your Purchase webhook URL in your checkout settings to send information from every Offer on your site to your third-party application.

## Inbound webhooks

An **Inbound Webhook** allows your Kajabi site to collect information from an outside application.

On Kajabi, you can choose between an **Activation Webhook** and a **Deactivation Webhook**.

### Activation Webhook URL

The activation webhook will trigger access to Kajabi based on an action made in an outside application.

The most common use for this webhook is granting an Offer to a customer when the offer was purchased through a payment processor other than Stripe or PayPal.

### Deactivation Webhook URL

If the Deactivation Webhook URL of a specific Offer is used, it will revoke access to all Products associated with that Offer.

This Webhook is most commonly used when a customer of a subscription Offer stops making payments through a payment processor other than Stripe or PayPal.

<img alt="95540666-5F7B-4CEB-8180-EA8B8D845FA8.png" />

### Required parameters

Kajabi requires that the received information from connected third-party apps include these Parameters to trigger Activation or Deactivation: **Name, Email Address, and External\_User\_ID** (in many cases, the external\_user\_id will be the email address repeated).

### View webhook log entries

Once you have connected your webhook, you can view your webhook log entries.

To view your webhook log entries, click into the link beneath the Deactivation URL.

There you will find your connected webhooks with data including ID, Status, Request UUID, Params, Errors, and It's created at time and date.

<img alt="Kajabi_-__admin_offers_519717_webhook_log_entries.png" />

## Outbound webhooks

An **Outbound Webhook** can be used when you would like to send information to a third-party application. [Learn more](../../api-integrations/webhooks/what-information-is-sent-with-outbound-webhooks).

On Kajabi, you have the option to enable a **Purchase Created** webhook, a **Purchase Succeed** webhook, and a **Cart Purchase** webhook.

## Purchased Created webhook

Purchase Created webhooks are used to keep track of successful purchases on Kajabi.

For this webhook, third-party apps will provide a **Purchase Webhook URL**.

This webhook sends information to connected third-party applications when a customer purchases a one-time offer or for their first payment of a subscription or payment plan offer. Please note that this does not include purchases made through Kajabi Cart.

To set up the Purchase Create webhook:

1. You'll need to obtain the Purchase Webhook URL for the third-party application you would like to connect. Once you've obtained the Purchase Webhook URL from the third-party application, from your Kajabi Dashboard, navigate to the **Sales** tab.
2. Next, click on **Offers**.
3. Select which offer you would like to set up the Purchase Created Webhook on.
4. Now, click on the "**...**" menu, and then select **Webhooks.**
5. Under **Purchase Webhook URL** enter the third-party application URL.
6. Click **Save** to finish setting up the Purchase Created webhook:

<div>
  <iframe />
</div>

<Note>
  **Note:** The Purchased Created Outbound Webhooks are triggered only upon the purchase of an Offer and will not be triggered if an Offer is [granted](../../sales/offers/how-to-grant-an-offer), or for subsequent transactions related to a payment plan or subscription offer.
</Note>

## Cart Purchase webhook

Cart Purchase webhooks are used to keep track of the total sales of your Kajabi Cart orders.

This webhook sends information to a connected third-application when a new Cart order is successful.

To set up the Cart Purchase Webhook:

1. From your Kajabi Dashboard, navigate to **Settings**.
2. In Settings, click **Third Party Integrations and Webhooks**.
3. Select the **Webhooks** tab.
4. Click **Create Webhook**.
5. In Create Webhook, select the **Cart Purchase** event.
6. In the **Endpoint URL** tab, enter your third-party application URL.
7. Click **Add Webhook** to finish setting up the Cart Purchase Webhook:

<div>
  <iframe />
</div>

## Payment Succeeded webhook

Payment Succeeded webhooks are used to keep track of total sales on your Kajabi site.

This webhook sends information to a third-party application whenever a sale is made. This includes successful purchase offers, as well as subsequent successful payments for subscription and payment plan offers. Cart orders are also included.

To set up the Payment Succeeded webhook:

1. From your Kajabi Dashboard, navigate to **Settings**.
2. In Settings, click **Third Party Integrations and Webhooks**.
3. Select the **Webhooks** tab.
4. Click **+Create Webhook**.
5. In +Create Webhook, select the **Payment Succeeded** event.
6. In the **Endpoint URL** tab, enter your third-party application URL.
7. Click **Add Webhook** to finish setting up the Payment Succeeded Webhook:

<div>
  <iframe />
</div>

## Form webhooks

A Form Webhook will allow you to gather information and trigger an automation when a [Form](../../website/pages/how-to-add-a-form-to-your-page) is submitted.

Once you have set up a Form Webhook in a third-party application, such as [Zapier](../../api-integrations/zapier/use-zapier-with-kajabi), you will need the webhook URL.

### To find the webhook URL in Zapier

1. Select the **webhook** you want to attach to your Form.
2. Select the **share** button in the upper right corner.
3. Copy this **webhook URL**:

<div>
  <iframe />
</div>

### Add the webhook URL to the Kajabi Form

1. Open the **Marketing** tab from your Dashboard.
2. Select the **Forms** tab.
3. Click into the **Form** you wish to add the Webhook URL to.
4. Select the **More Actions menu** (`…`), and select **Webhooks**.
5. Paste your **Webhook URL** into the field.
6. Remember to press **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## Offer grant confirmation

Normally, when you grant an Offer to a user it will send them an Offer Grant Confirmation email if the customer is subscribed to your marketing emails.

This is an email automatically sent by Kajabi letting the user know what they have purchased or been granted.

However, this email will not automatically send when the Offer is granted via the Activation Webhook URL.

In order to send the Offer Grant Confirmation email when using the Activation Webhook URL, simply add this text to the end of your Activation Webhook URL: `?send_offer_grant_email=true`.

Here's an example:

`https://checkout.newkajabi.com/webhooks/offers/XXXXXXXXX/00000/activate?send_offer_grant_email=true`

An example payload would look like:

`{ "name": "John Doe", "email": "jdoe@example.com", "external_user_id": "ext_123", }`

## Troubleshooting webhooks

If you are having an issue connecting your webhook, follow along with our troubleshooting webhooks guide: [Troubleshooting Webhooks](../../api-integrations/webhooks/troubleshooting-webhooks).


# Outbound webhook data reference
Source: https://help.kajabi.com/articles/api-integrations/webhooks/what-information-is-sent-with-outbound-webhooks

Reference the fields sent to third-party applications when using Kajabi Outbound Webhooks.

**Outbound Webhooks** send information to third-party applications when specific actions occur in Kajabi. This article covers all the fields sent for Purchase Created, Payment Succeeded, Cart Purchase, and Form Submission webhooks.

<Note>
  **Note:**
  Webhooks on Kajabi are exclusively accessible for Heroes on our Growth or Pro Plans. Learn how to upgrade your Kajabi subscription plan [here](../../account-settings/billing/manage-your-subscription).
</Note>

## Outbound webhooks

What are outbound webhooks? An Outbound Webhook sends information to a third-party application when an action occurs in Kajabi.

An Outbound Webhook can be used when you would like to send information (including name, email, and transaction information) to a third-party application after a purchase has been made in Kajabi.

[Learn how to use webhooks on Kajabi](../../api-integrations/webhooks/webhooks-explained).

## Purchase Created webhooks

The following fields are sent to your third-party applications when a customer purchases a one-time offer, their first payment for a subscription, or a payment plan offer. Please note that this does not include purchases made through Kajabi Cart. For cart orders, please refer to the Cart Purchase Webhooks section below.

### ID

* **id** - Unique Identifier for the transaction.

### Offer

Offer information associated with the payment at the time of the transaction.

* **id** - Unique Identifier for the Kajabi offer
* **title** - The title of the Kajabi Offer that was purchased

### Member

Contact information associated with the payment at the time of transaction.

* **id** - Unique Identifier for the customer's contact record who made a payment transaction
* **email** - The contact record's email address at the time of the payment transaction
* **name** - The contact record's full name at the time of the payment transaction
* **first\_name** - The contact record's first name at the time of the payment transaction
* **last\_name** - The contact record's last name at the time of the payment transaction

### Extra contact information

Additional contact details collected at the time of the transaction, if enabled in the Offer settings.

* **address\_line\_1** - Customer's address line 1 (e.g., street, PO Box, or company name), if collected at the time of checkout
* **address\_line\_2** - Customer's address line 2 (e.g., apartment, suite, unit, or building), if collected at the time of checkout
* **address\_city** - Customer's city, district, suburb, town, or village, if collected at the time of checkout
* **address\_country** - Customer's two-letter country code, if collected at the time of checkout
* **address\_country\_name** - Customer's full name of country, if collected at the time of checkout
* **address\_state** - Customer's state, county, province, or region, if collected at the time of checkout
* **address\_zip** - Customer's ZIP or postal code, if collected at the time of checkout
* **phone\_number** - Customer's phone number, if collected at the time of checkout
* **business\_number** - Customer's business/tax number, if collected at the time of checkout
* **custom\_fieldname** - Custom form fields and submitted values at the time of checkout (e.g., custom\_1, custom\_2, etc.)

## Payment Succeeded webhooks

### Attributes

* **id** - Unique identifier for the event.
* **Event** - String representing the event type. For example, "payment.succeeded" occurs whenever a payment is successful.

### Offer (won't show for orders with multiple Offers)

Offer information associated with the payment at the time of the transaction.

* **id** - Unique Identifier for the Kajabi offer.
* **title** - The title of the Kajabi Offer that was purchased.
* **internal\_title** - The internal title of the Kajabi offer that was purchased.
* **type** - Kajabi Offer type. Can be one-time, subscription, payment plan, or free.

### Member

Contact information associated with the payment at the time of transaction.

* **id** - Unique Identifier for the customer's contact record who made a payment transaction.
* **email** - The contact record's email address at the time of the payment transaction.
* **name** - The contact record's full name at the time of the payment transaction.
* **first\_name** - The contact record's first name at the time of the payment transaction.
* **last\_name** - The contact record's last name at the time of the payment transaction.

### Payment transaction

Payment information associated at the time of transaction.

* **id** - Unique identifier for the transaction.
* **created\_at** - Date and time at which the transaction was created.
* **payment\_processor** - Processor used for the transaction (e.g., "Kajabi Payments", "Stripe").
* **payment\_method** - Payment method used for the transaction.
* **currency** - Three-letter ISO currency code.
* **coupon\_code** - Coupon code used, if applicable.
* **subtotal** - Order subtotal, in currency's smallest unit, before discounts and taxes.
* **discount\_amount** - Total discount amount for the order, in currency's smallest unit.
* **sales\_tax** - Total sales tax for the order, in currency's smallest unit.
* **amount\_paid** - Total amount paid after discounts and taxes, in currency's smallest unit.

## Cart Purchase webhooks

### Order

Order information associated with the cart purchase.

* **id** - Unique identifier for the order.
* **source** - The origin of the order (e.g., "cart").
* **order\_number** - The order number assigned to this cart order.
* **order\_items** - An array of items included in the cart order. Each order item contains the following fields:
  * **type** - The type of item (e.g., "Offer").
  * **id** - Unique identifier for the item (e.g., the Offer ID).
  * **title** - The title of the item at the time of purchase.
  * **internal\_title** - The internal title of the item, if set.
  * **quantity** - The quantity of this item purchased.
  * **unit\_cost** - The unit price of the item, in currency's smallest unit (e.g., cents).
  * **unit\_cost\_decimal** - The unit price of the item. Formatted with decimal places if applicable.
  * **subtotal** - The line item subtotal (unit cost × quantity), in currency's smallest unit, before discounts and taxes.
  * **subtotal\_decimal** - The line item subtotal. Formatted with decimal places if applicable.
  * **discount\_amount** - The discount applied to this line item, in currency's smallest unit.
  * **discount\_amount\_decimal** - The discount applied to this line item. Formatted with decimal places if applicable.
  * **sales\_tax** - Sales tax for this line item, in currency's smallest unit.
  * **sales\_tax\_decimal** - Sales tax for this line item. Formatted with decimal places if applicable.
  * **total\_amount** - The total for this line item after discounts and taxes, in currency's smallest unit.
  * **total\_amount\_decimal** - The total for this line item. Formatted with decimal places if applicable.

### Payment transaction

Transaction details for the cart purchase.

* **id** - Unique identifier for the transaction.
* **created\_at** - Date and time at which the transaction was created.
* **payment\_processor** - Processor used for the transaction (e.g., "Kajabi Payments", "Stripe").
* **payment\_method** - Payment method used for the transaction. For Kajabi Payments, this is more granular (e.g., visa, mastercard, apple\_pay, etc.).
* **payment\_method\_country** - Two-letter country code of the payment method, if available.
* **currency** - Three-letter ISO currency code.
* **coupon\_code** - Coupon code used, if applicable.
* **subtotal** - Order subtotal, in currency's smallest unit, before discounts and taxes.
* **subtotal\_decimal** - Order subtotal. Formatted with decimal places if applicable.
* **discount\_amount** - Total discount amount for the order, in currency's smallest unit.
* **discount\_amount\_decimal** - Total discount amount. Formatted with decimal places if applicable.
* **sales\_tax** - Total sales tax for the order, in currency's smallest unit.
* **sales\_tax\_decimal** - Total sales tax. Formatted with decimal places if applicable.
* **amount\_paid** - Total amount paid after discounts and taxes, in currency's smallest unit.
* **amount\_paid\_decimal** - Total amount paid. Formatted with decimal places if applicable.
* **receipt\_number** - General receipt/invoice ID for the transaction.

### Kajabi Payments fields (if applicable)

These fields are only included when Kajabi Payments is the payment processor:

* **fee\_amount** - Processing fees, in currency's smallest unit (cents).
* **fee\_amount\_decimal** - Processing fees. Formatted with decimal places if applicable.
* **net\_amount** - Net amount after fees, in currency's smallest unit (cents).
* **net\_amount\_decimal** - Net amount after fees. Formatted with decimal places if applicable.

### Settlement fields (if applicable)

These fields are only included when a cross-currency settlement exists (Kajabi Payments):

* **settlement\_currency** - The currency code of the settlement/transfer.
* **settlement\_amount** - Settlement amount in the settlement currency's smallest unit.
* **settlement\_amount\_decimal** - Settlement amount. Formatted with decimal places if applicable.
* **settlement\_net\_amount** - Net settlement amount after fees, in the settlement currency's smallest unit.
* **settlement\_net\_amount\_decimal** - Net settlement amount. Formatted with decimal places if applicable.

### Invoice fields (if applicable)

* **invoice\_number** - Only included for invoice-based orders.

### Member

Contact information associated with the payment at the time of the transaction.

* **id** - Unique identifier for the customer's contact record.
* **email** - The contact record's email address at the time of the transaction.
* **name** - The contact record's full name at the time of the transaction.
* **first\_name** - The contact record's first name at the time of the transaction.
* **last\_name** - The contact record's last name at the time of the transaction.

### Extra contact information

Additional contact details collected at the time of the transaction, if enabled. Only fields with values are included.

* **address\_line\_1** - Customer's address line 1 (e.g., street, PO Box, or company name), if collected at checkout.
* **address\_line\_2** - Customer's address line 2 (e.g., apartment, suite, unit, or building), if collected at checkout.
* **address\_city** - Customer's city, district, suburb, town, or village, if collected at checkout.
* **address\_country** - Customer's two-letter country code, if collected at checkout.
* **address\_country\_name** - Customer's full country name, if collected at checkout.
* **address\_state** - Customer's state, county, province, or region, if collected at checkout.
* **address\_zip** - Customer's ZIP or postal code, if collected at checkout.
* **phone\_number** - Customer's phone number, if collected at checkout.
* **business\_number** - Customer's business/tax number, if collected at checkout.
* **custom\_fieldname** - Custom form fields and submitted values at the time of checkout (e.g., custom\_1, custom\_2, etc.).

## Form Submission webhooks

The following fields are sent to your third-party applications (e.g., Zapier) when a customer submits a form.

### Base fields

* **id** - Unique identifier for the form submission
* **form** - Information about the form that was submitted:
  * **id** - Unique identifier for the form.
  * **title** - The title of the form.
* **custom\_fields** - An object containing all custom field values, keyed by the custom field's title rather than its handle.

### Default Form fields

These fields appear at the top level of the payload only if the corresponding field is configured on the form.

* **name** - The submitter's full name
* **email** - The submitter's email address
* **phone\_number** - The submitter's phone number
* **mobile\_phone\_number** - The submitter's mobile phone number
* **address\_line\_1** - Address line 1 (e.g., street, PO Box, or company name)
* **address\_line\_2** - Address line 2 (e.g., apartment, suite, unit, or building)
* **address\_city** - City, district, suburb, town, or village.
* **address\_state** - State, county, province, or region
* **address\_country** - Two-letter country code
* **address\_zip** - ZIP or postal code
* **business\_number** - Business/tax number

### Parsed name fields

If the form has a name field configured, the following additional fields are included:

* **first\_name** - The submitter's first name, parsed from the name field.
* **last\_name** - The submitter's last name, parsed from the name field.

### Custom Form fields

* **custom\_1** through **custom\_150** - Custom field values, keyed by their internal handle (e.g., custom\_1, custom\_2, etc.). These appear at the top level only if the corresponding custom field is configured on the form. The value is whatever the submitter entered.


# Create a certificate with Google Slides
Source: https://help.kajabi.com/articles/api-integrations/zapier/how-to-create-a-certificate-with-google-slides

Send your customers a personalized Certificate of Completion using Google Slides and Zapier when they complete your Course.

Create a seamless experience for your customers with Zapier by automatically sending a customized certificate of completion when a customer completes your Course Product in Kajabi. This guide walks you through designing your certificate in **Google Slides**, building a Zap with Zapier, and creating an Automation to streamline the process.

<Note>
  **Note:**
  This guide requires an upgraded Zapier account to build a Multi-Step Zap. If you wish to send a certificate directly from Kajabi read [How to Send a Certificate of Completion with Automations](../../marketing/automations/how-to-send-a-certificate-of-completion-with-automations).
</Note>

## Prepare the site

First, set up your site in Kajabi by creating an Automation to add a Tag.

When your custom Tag is added to a customer's Profile, Kajabi will notify Zapier that your customer has completed a course and Zapier will send a personalized Certificate of Completion to your customer's email inbox.

Create an Automation to add a Tag when your customer clicks **Mark as Complete** in the Lesson or **Passes an Assessment**:

* Open the **Product** tab from the Dashboard.
* Select the Course your Certificate of Completion will be connected to.
* Click the **Lesson** that will trigger the sending of your certificate.
* Navigate to the bottom of the Editor.
* Click **+ Add Automation**.
* Select **Add a tag** in the Then dropdown.
* Enter your Tag name. We recommend naming your Tag with keywords to help you easily identify the meaning of your Tag.
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>

Read [Automations in Course Lessons](../../marketing/automations/automations-in-course-lessons) to learn more.

<Note>
  **Note:**
  The Lesson is considered complete when your customer selects the **Mark as Complete** button located at the bottom of the Lesson.
</Note>

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The Quizzes feature is now available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages. [Customize your Quiz Settings](../../products/courses/course-quizzes#h_01G16CT90ZYCJFKEYEC4BTSTD4) to add an automation when a Quiz is passed or completed.
</Note>

The next step depends on your Kajabi Plan and your vision for your Certificate. Read [Basic vs. Advanced Automations](../../marketing/automations/basic-vs-advanced-automations) to learn more about Automations in Kajabi.

### If you have a Kajabi Basic Plan

Your Automation will add a Tag when a customer completes the Lesson. Click **Save** to keep your changes and skip to [create the certificate](#create-a-certificate-of-completion-template-in-google-slides).

### If you have a Growth or Pro Plan

You have the option to automatically add a Tag when your customer **completes the Lesson**:

* Click **Save** to keep your changes and skip to [create the certificate](#create-a-certificate-of-completion-template-in-google-slides).

Or automatically add a Tag when your customer **passes** or **completes an Assessment**:

* Click **Add Condition**.
* Open the **Select filter** dropdown menu.
* Select your desired conditional filter: **Completed** or **Passed any of these assessments(s)**.
* In the next field, select your Assessment and click **Apply**.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Learn to [create an Assessment and add it to your Course Lesson](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product).

## Create a certificate of completion template in Google Slides

The first step to creating a Certificate of Completion with Google Slides is to create and design your Certificate Template.

For the purpose of this Guide, we will use a standard template:

* Open the standard template from Google Slides [**here**](https://docs.google.com/presentation/u/1/d/1LdzFssNUfc1yg88ZA9KU9XWAPP5Ws1AY6egA9_DzSlI/template/preview?usp=drive_web#).
* Follow along with this template by clicking **USE TEMPLATE** in the top right corner of the screen:

<img alt="0E1172E5-DF7D-4960-AEDB-B2332C8E168B.png" />

### Edit the template

Next, customize the design of the certificate template to fit your brand and language. Then, specify the information you want added to your certificate. Typically, certificates include:

* Student name
* Course name
* Issuing date

For Google Slides to recognize your specifications as variables and not simply text, wrap each variable name with two curly braces. For example, `{{name}}`.

<Note>
  **Note:**
  The variable name specified in your Google Slide Template has nothing to do with the variable name in Kajabi. For example, using `{{name}}` or `{{student_name}}` or `{{user_name}}` will not make a difference.
</Note>

<img alt="2B48D6F8-807B-4423-B128-DC05AF4864DD.png" />

After customizing your certificate, title your Google Slide to easily identify later. Simply click on the title in the top left corner and enter your title.

## Set up a Zap to automatically create certificates

Make a Zap with [Zapier](https://zapier.com/app/dashboard) to automatically create and send certificates of completion based on your students' actions on your site. Read [How to Use Zapier with Kajabi](./use-zapier-with-kajabi) for details.

* Create a new Zap by clicking **Make a Zap**:

<div>
  <iframe />
</div>

First, select the Trigger App: Kajabi

* Select **Kajabi** for the App.
* Then, select **Tag Added** for the Trigger Event.
* Click **Continue**:

<img alt="4A80670A-E0F3-4F4E-A366-F39F4FA0FE2A.png" />

Zapier will ask you to connect your account in the next step if it isn't already connected. Read [How to Use Zapier with Kajabi](./use-zapier-with-kajabi#step-3-connect-zapier-to-your-kajabi-account) for details.

After selecting your account, complete the **Customize Tag** step:

* First, select your Site in the second dropdown menu or you will receive an error that your Tags are not available.
* Then, select the Tag created with your Automation.
* Click **Continue**.
* Then, click **Test & Continue**:

<img alt="95FF9D01-F493-4645-B484-2715386035DF.png" />

<Note>
  **Note:**
  The Test & Continue step requires data to successfully perform the test. Therefore, there must be a Tag in your site. If you haven't created a Tag, refer back to the Setting up your Site step. Read [Zapier's Guide](https://zapier.com/help/create/basics/change-the-sample-data-in-your-zap-trigger) if you wish to change the sample data.
</Note>

Next, configure the Action App: Google Slides

* Select **Google Slides** for the App.
* Select **Create Presentation From Template** for the Action Event.
* Click **Continue**:

<img alt="6DB3E948-5838-46A4-9A00-CD03598AB8D4.png" />

Zapier will ask you to connect your Google Slides account in the next step if it isn't already connected. Select **Sign in to Google Slides**. Then, select your account from the popup. Click **Continue** to set up your Google Slides.

Set up Google Slides Presentation:

* Give your certificate a unique name in the **Title of New Presentation** field. This title will display for your customer. Personalize the title with a combination of the Contact Name variable and custom text for the title. To do so, click the field and select **Contact Name**. Then, enter your remaining title text.
* If you wish to allow your customers to download the Certificate, select **yes** in the **Is Shared?** field.
* In the **Template Presentation** dropdown, select your Certificate of Completion title.

Now you will see all the variables you defined in Step 1. Proceed by matching each variable to the appropriate Kajabi data:

* In the Name field, select **Contact Name**.
* In the Course\_name or custom variable created in the Google Slide, enter your Product Title.
* In the Issuing date field, enter `{{zap_meta_human_now}}` into the field to pass the date to your certificate. If you wish to modify it, check out [Zapier's Guide](https://zapier.com/help/create/customize/insert-the-time-your-zap-runs-into-a-field).
* After matching each variable, click **Continue.**

After completion, your setup should look similar to the screenshot below:

<img alt="6280D1A7-4AFB-4770-8D94-CFF1F14C2D24.png" />

* Once you have completed the setup, click **Continue**.

## Modify the Zap to send to customers

After creating your certificate in Google Slides and setting up your Zap with Zapier, modify the Zap to automatically send to your students upon completion of the Course.

In the same Zap you created, add another Action App, **Email by Zapier**:

<img alt="30D5383E-9ABC-4489-8714-CDFE5061969C.png" />

For the Additional Action step:

* Select **Email by Zapier** for the App:

<img alt="CF77A03F-6CB0-47EF-8F5B-F6B98B744589.png" />

* Keep the default setup **Send Outbound Email** as the Action Event.
* Click **Continue**:

<img alt="2EA8378C-1AF8-43E8-8EE4-A681765D265B.png" />

Then, set up the email template:

* Pass the customer's email address from your Trigger App into the **To** field.
* Enter your desired Subject Line in the **Subject** field.
* Complete the **Body** of your Email Template. Use variables to personalize your email.
* Then, copy and paste `Export Links Application/pdf` into the **Attachment** field.
* Select the matching file object: **Export Links Application/pdf**. This will provide a PDF copy of the certificate to your customer.

If your email address in the **To** field contains a customer's email address, it will send a test email to that customer's email inbox.

Create a [test account in the Contacts tab](../../contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site) of your site with your test email address and read [Zapier's Guide](https://zapier.com/help/create/basics/change-the-sample-data-in-your-zap-trigger) to change the sample data in the Trigger App step to receive your Test Certificate Email:

<img alt="634BFD5F-4AA4-4D1B-A86C-517280AE7E97.png" />

After successfully testing your Zap, be sure to turn your Zap **On**:

<img alt="C0577176-F0E5-49AF-9C70-D07EA70AD6D8.png" />

Remember, you can always return to the Zap to modify your certificate template and email template.

## Customer experience

With your Zap turned on, Zapier will create and send an automated certificate to your customers upon completion of your Course.

Now, when your customer clicks **Mark as Complete** in the Course Lesson you specify or **passes the Assessment** you set, the Tag you created will be added to your customer's profile on your site.

Once added, Kajabi will notify Zapier to trigger your Zap and send your Google Slide Certificate of Completion to your customer's email inbox:

<img alt="C8062D7B-6F0F-4E00-AC2C-8B6AA65BDF1A.png" />

Your customer can now download, print, view the Certificate as with any PDF file:

<img alt="0DE4F28C-D2B2-49CB-A9E3-2E66AD97DE0E.png" />


# Locate the Kajabi API key and API secret
Source: https://help.kajabi.com/articles/api-integrations/zapier/how-to-locate-your-kajabi-api-key-and-api-secret

Find your Kajabi API Key and API Secret to connect your site to third-party applications.

The **API Key** and **API Secret** are used to integrate two applications together. On Kajabi, the API Key and API Secret are commonly used to create integrations between third-party applications and Kajabi through Zapier.

<Note>
  **Note:**
  This article specifically relates to API use for third-party integrations, not the Kajabi public API.
</Note>

<div>
  <iframe />
</div>

## Use the API Key and API Secret

The API Key and API Secret are used to integrate two applications together.

On Kajabi, the API Key and API Secret are commonly used to create integrations between third-party applications and Kajabi through Zapier.

Learn [How to Use Zapier with Kajabi](./use-zapier-with-kajabi) for details.

## Access the API Key and API Secret

### Access API credentials

* Open **Settings** from your Dashboard.
* Click **Account Details**.
* Navigate to **API Credentials** to copy your API Key and API Secret:

<div>
  <iframe />
</div>


# Send certificates of completion with Accredible
Source: https://help.kajabi.com/articles/api-integrations/zapier/how-to-send-certificates-of-completion-with-accredible

Automatically send certificates of completion by connecting Kajabi and Accredible with Zapier.

With Zapier, you can create third-party integrations with various apps like **Accredible**. This guide walks you through the process of setting up both your Kajabi and Accredible to automatically send certificates to your customers when they reach the final Course Lesson and submit a Form.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Looking for more ways to create and send a certificate of completion? Learn to create a certificate of completion with [Google Slides](./how-to-create-a-certificate-with-google-slides) or [Automations](../../marketing/automations/how-to-send-a-certificate-of-completion-with-automations).
</Tip>

With the many customizable options available in both Kajabi and Accredible, be sure to check out the different features available in each to see how you can create a unique certificate that best fits your brand and business.

Learn more about [Forms in Kajabi](../../marketing/forms/create-and-build-your-form) and check out [Accredible's learning center](https://help.accredible.com/quick-start-guide-1-setting-up-a-certificate-design) to find out how you can customize your certificate.

### What happens after a customer completes the final Course Lesson with this setup?

After your customer reaches the final Lesson in your Course, they will be required to complete and submit a Form:

<div>
  <iframe />
</div>

This will trigger your Zap to send the certificate of completion to the customer. Your customer will receive the certificate of completion at the email address submitted in the Form.

To view and share their certificate, your customer will simply click **View my certificate**:

<img alt="85048527-6447-43D4-BE43-05CD2D16C52A.png" />

*Preview example certificate:*

<img alt="BCB35EA0-3ADC-44CA-96F1-A4558874BA5B.png" />

## Prepare the site in Kajabi

Before creating your Zap with Zapier, prepare your Form and Product in Kajabi.

With this setup, your customers must complete a Form in the final Lesson of your Course Product to receive their certificate of completion.

### 1. Create the Form

First create your Form:

* Open the **Marketing** tab from the Dashboard.
* Click **Forms**.
* Create a new **Form**. [Learn more](../../marketing/forms/create-and-build-your-form)

After creating your Form, set up your Embed Form:

* Click **Embed** in the top menu.
* Customize the settings of your embed form to change the appearance.
* Then, copy the **Embed Code** for the Form:

<div>
  <iframe />
</div>

### 2. Embed the Form into the final Course Lesson

To include your Form in your final Course Lesson, you must embed the Form into the body of your Lesson:

* Open the **Products** tab from the Dashboard.
* Select the **Course Product** you wish to use to send a certificate to your customers.
* Open the **Lesson editor** for the final Course Lesson.
* Paste the embed code into the source code (source code icon) of the final Lesson.
* Click **Ok** to apply.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  In the Course Lesson editor, your embedded Form will not display in the body editor. Preview the Lesson to see how your Form will display for your customers.
</Note>

### 3. Prepare for the Zap by completing and submitting the Form

The Test & Continue step in Zapier requires data to successfully perform the test. Therefore, there must be a Form Submission in your Form.

To create a test form submission:

* Click **Preview** in the top menu.
* Complete and submit your Form:

<div>
  <iframe />
</div>

## Prepare the certificate in Accredible

After preparing your site, set up your certificate of completion with [Accredible](https://www.accredible.com/).

Already have your Accredible certificate and group set up? [Skip to Create the Zap](#create-the-zap) to set up your Zap.

### 1. Create and design the Accredible certificate

Accredible is a third-party app specialized in creating and sending digital certificates or badges.

With the powerful pairing of Kajabi and Accredible through Zapier, you can create professional, streamlined certificates to award your customers.

[Learn to create your certificate in Accredible](https://help.accredible.com/quick-start-guide-1-setting-up-a-certificate-design)

*Example certificate design:*

<img alt="0C8C6F69-CD5B-4F67-A1F4-19B4B77CFBE9.png" />

### 2. Create a group

After creating and designing your Accredible certificate, create a group for your certificate:

<img alt="BD9E347D-75F3-4993-9B45-1034E6EFEDD3.png" />

Creating a group is necessary for creating your Zap.

When you create your Accredible action event with Zapier, your group will be used to complete the cohort field.

[Learn to create your group in Accredible](https://help.accredible.com/how-do-i-create-a-group)

## Create the Zap

After preparing your Kajabi site and Accredible certificate, set up your Zap with Zapier.

Begin by setting up your trigger app to trigger the Accredible certificate when a new Kajabi Form is submitted.

Make a Zap with [Zapier](https://zapier.com/app/dashboard) to automatically create and send certificates of completion when your customer completes your Course Product and submits the Form.

* Create a new Zap by clicking **Make a Zap**:

<div>
  <iframe />
</div>

Read [How to Use Zapier with Kajabi](./use-zapier-with-kajabi) for more details.

### 1. Select the Trigger App: Kajabi

For the Trigger App & Event:

* Select **Kajabi** for the App.
* Then, select **New Form Submission** for the Trigger Event.
* Click **Continue**:

<img alt="84A24798-BE7C-4B76-BFEA-1D02E16831EA.png" />

Zapier will ask you to connect your account in the next step if it isn't already connected:

* Connect your Kajabi account by copying and pasting your [API Key and Secret](./how-to-locate-your-kajabi-api-key-and-api-secret) into Zapier.

Read [How to Use Zapier with Kajabi](./use-zapier-with-kajabi#step-3-connect-zapier-to-your-kajabi-account) for more details.

After selecting your account, complete the **Customize Form Submission** step:

* First, select your Site in the second dropdown menu.
* Then, select the Form created in Step 1.
* Click **Continue**:

<img alt="F65DC89F-D7A5-49AB-ABD0-A73F2B56B945.png" />

* Then, click **Test trigger**:

<img alt="9283AE34-40CA-4CEC-B579-C1A22DB4BB9A.png" />

<Note>
  **Note:**
  The Test & Continue step requires data to successfully perform the test. Therefore, there must be a Form Submission. If you haven't created a Form Submission, refer back to the Prepare for your Zap step. Read [Zapier's Guide](https://zapier.com/help/create/basics/change-the-sample-data-in-your-zap-trigger) if you wish to change the sample data.
</Note>

### 2. Configure the Action App: Accredible

For the Action App & Event: **2. Do this...** connect your Accredible to create a new credential when your Form in Kajabi is submitted.

For the Action App & Event: **2. Do this...**

* Select **Accredible Certificates** for the App.
* Select **Create Credential** for the Action Event.
* Click **Continue**:

<img alt="46ADA1B4-6B6F-4783-A534-18EC8EF0B8BB.png" />

Zapier will ask you to connect your Accredible account in the next step if it isn't already connected. Select **Sign in to Accredible**. Then, paste your Accredible API into the popup. [Learn to find your Integration API](https://help.accredible.com/how-do-i-find-my-integration-api-key)

Then, click **Continue** to set up your Accredible Action Event.

### Customize credential

* In the Cohort Name field, select the name of your group created in Step 2 of creating your certificate group:

<div>
  <iframe />
</div>

Proceed through the Customize Credential step by matching each variable to the appropriate Kajabi data:

* In the Name field, select **First Name** (or **Name** if you wish to display the full name).
* In the Recipient Email field, select the **Email** data.
* In the Course Name field, enter the **name of your Product or the achievement** the certificate is for.
* In the Course Description field, **type a brief description** of the Course or achievement.
* (optional step) If you have any additional attributes set up in your Accredible certificate, match the attribute to the data pulled from your Form in Kajabi.

After completing this part of the setup, your fields should look similar to the screenshot below:

<img alt="1D79A8CC-225B-4F33-9390-8AFB4442FF18.png" />

* Then, in the Publish Credential field, be sure to select **True** to publish your credential when the Form is submitted.

The Test Certificate will pull data from the Trigger App Test according to your Accredible set up.

Navigate to your Accredible account and open **Credentials** to view the Test Credential:

<img alt="917E8E73-0FEA-4EDF-8232-EDC83BA7BCA5.png" />

## Turn on the Zap

After successfully testing your Zap, be sure to turn your Zap **On**:

<img alt="FDEBF47D-B4F3-44E6-8396-E1F662595DA3.png" />

Turning on your Zap will finalize and enable the connection between Kajabi and Accredible to ensure that your future Form submitters in the final Lesson of your Course Product receive their published certificate.

Remember, you can always return to the Zap to modify your setup.


# Troubleshoot Zapier
Source: https://help.kajabi.com/articles/api-integrations/zapier/troubleshooting-zapier

Resolve common issues when creating integrations between Kajabi and Zapier.

**Zapier** is an online automation tool that allows you to connect two or more applications to automate repetitive tasks without coding or relying on developers to build an integration. If you encounter issues while creating an integration between Kajabi and Zapier, refer to this troubleshooting guide.

## Troubleshoot Zapier with Kajabi

<img alt="Basic Account Map" />

## Zapier field errors

When creating an integration between Kajabi and Zapier, you may encounter the following field errors:

* **is invalid:** The email being used is likely invalid
* **Find Data (error):** Zapier may be unable to pull sample data.
* **Required field** "Customer Name" (name) is missing.
* **Required field** "Email" (email) is missing.
* **Required field** "External User ID" (external\_user\_id) is missing.

Often, the solution to resolving field errors is to verify the name, email, and external\_user\_id are all included on the Zap. Confirm the email address used is valid.

## Common Zapier error messages

The following is a list of the checkout error messages you may encounter. Click to learn more about each error:

* [uoffer: uhas already been granted to this customer](#uoffer-uhas-already-been-granted-to-this-customer)
* [uemail: uis already taken](#uemail-uis-already-taken)

### uoffer: uhas already been granted to this customer

*the u before "offer" and "has" is there on the actual error*

This means the user already owns the Offer being granted. Offers can only be granted once per user. In other words, an existing user **using the external\_user\_id used on the zap**, already owns the Offer being granted.

**Solution:**

* Make sure that the existing user is using the same external\_user\_id and email as the zap.
* Edit the external\_user\_id of the existing user or change the external\_user\_id on the zap.

### uemail: uis already taken

*the u before "email" and "is" is there on the actual error*

This means there is an existing user in the system using the same email but is using a different external ID (different from the external ID used in the Zap).

**Solution:**

* Make sure that your Zaps are set up in a way where the external user ID will be unique for each individual user. Make sure that the existing user is using the same external\_user\_id and email as the Zap.

<Note>
  **Note:**
  Zapier is case sensitive. When troubleshooting your Zaps, be conscious of the capitalized and non capitalized letters in your form fields.
</Note>

## Data retrieval issues

Zapier may be unable to pull sample data from the apps you wish to integrate. If you are unable to pull sample data go ahead and skip the test. Preview the sample data later in the flow.

Before integration, be sure to have at least one purchase, form submitted, or assessment completed on your site depending on the connection you wish to create with Kajabi and Zapier. This will enable Zapier to pull sample data from your site to test the connection.

If you are still having trouble retrieving data, try the steps below:

* Clear your browser's cache. Here are a few commonly used browsers and their support guides on how to clear their browser cache:
  * **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
  * **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
  * **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.
* Try using an alternate browser to help isolate the issue (e.g., if you are using Safari, try using [Google Chrome](https://www.google.com/chrome/)).

## Offer Grant Confirmation email isn't sending

Have a Zap set up to automatically grant an Offer on Kajabi after an action takes place in a separate application? Are you having trouble getting the Offer Grant Confirmation email to send?

Double-check that the Zap has the "Send Offer Grant Email?" setting for Kajabi set to "Yes".

The "Send Offer Grant Email?" setting is located in your Zap configuration in Zapier, in the Action portion of the Zap:

<img alt="Screen_Shot_2021-08-12_at_12_08_50_PM.png" />

<Note>
  **Note:**
  New customers who are granted an Offer via a Zap will also receive the Member Welcome Email. [Learn more about automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications#overview-of-each-email-template).
</Note>

## Get more help

Still having trouble? Take a screenshot or screen recording of the issue you are experiencing and [Contact Support](../../resources/support/how-to-contact-kajabi-support). Our support team is happy to help.


# Use Zapier with Kajabi
Source: https://help.kajabi.com/articles/api-integrations/zapier/use-zapier-with-kajabi

Connect Kajabi to various third-party apps using Zapier with outbound and inbound webhooks.

Use the [Kajabi Zapier integration](https://zapier.com/zapbook/kajabi/) to integrate your favorite third-party applications with Kajabi. Connecting Kajabi to third-party apps with **Zapier** can be accomplished by sending outbound webhooks and inbound webhooks.

<Note>
  **Note:** Webhooks on Kajabi are exclusively accessible for Heroes on the Growth and Pro subscription plans. Learn how to upgrade your Kajabi subscription plan [here](../../account-settings/billing/manage-your-subscription).
</Note>

## Connect Kajabi to Zapier apps (outbound)

Send data to a third-party application when an action occurs on your Kajabi site by creating an Outbound integration with Zapier.

For example, send contact information when a Form is submitted on Kajabi to a third-party application.

### Prep for outbound integration

Before integration, be sure to have at least one purchase, form submission, or completed assessment on your site depending on the connection you wish to create with Kajabi and Zapier.

This will enable Zapier to pull sample data from your site to test the connection.

To make a test purchase, submit a form, or complete an assessment:

1. Copy the link to the page containing you**r Offer**, **Form**, or **Assessment**. [Learn more](../../website/pages/how-to-copy-your-page-link).
2. Then, open a different browser or an incognito window and paste the link.
3. Complete the action (e.g., purchase the **Offer**, submit the **Form**, complete the **Assessment**) as your visitors would.

Now that your site has been prepped, refer to the guides below to begin connecting Zapier with Kajabi.

### Connect Kajabi to Zapier apps

Kajabi can send **Outbound Webhooks** every time someone submits an Opt-in Form, purchases an Offer from your Site, or completes an Assessment.

[Zapier](http://www.zapier.com/) listens for these webhooks, and in turn creates or updates a contact in a third-party system:

1. Create a **Zap** and set **Kajabi** as the trigger app:

<div>
  <iframe />
</div>

2. Choose a **Trigger**.
3. Select **New Purchase** to get user data for new purchases from your Site.
4. Select **Cart** Purchase to receive user data when a customer completes a purchase through Kajabi Cart on your site.
5. Select **New Form Submission** to get user data when a user submits through an Opt-in Form on your Site.
6. Select **Assessment Completed** to trigger an action once an Assessment is completed in Kajabi:

<img alt="how-to-use-zapier-with-kajabi-hc-draft-google-docs.png" />

### Connect Zapier to the Kajabi account

After selecting your trigger, you'll need to connect to your **Kajabi** account.

If you're connecting for the first time, you'll be asked for your account **API Key** and **Secret** located in your [**Account Settings**](https://app.newkajabi.com/admin/settings/account).

1. From the Kajabi Dashboard, click **Settings**.
2. Under the **Account Settings** section, select **Account Details.**
3. Copy the **API Key** and **API Secret**.
4. Then, paste each into the appropriate Zapier field and click **Yes, continue** at the bottom.
5. Select a **Site** and **Offer** to link to your Zap and proceed with testing to make sure things are working.

You can now connect another Zapier App to use the data sent from Kajabi!

<Tip>
  **Tip:** If you are unable to pull sample data, go ahead and skip the test. You can preview the sample data later in the flow.
</Tip>

## Connect Zapier apps to Kajabi (inbound)

Kajabi supports Inbound Webhooks to trigger an action on Kajabi after receiving data from a third-party application.

Inbound integrations include actions like creating Contacts or granting access to Offers after an external event occurs (e.g., successful payment in a third-party payment provider).

[Zapier](http://www.zapier.com/) listens for these webhooks from a connected data source and sends the data to your Kajabi account.

### Select the third-party application as the trigger app

In this step, you will:

* **Select your trigger app:** the Zap will be triggered by an event that occurs in this app
* **Select your trigger event:** this will be the event that occurs in the selected app that triggers the Zap
* **Select your app account:** select or connect the specific app account to use in the Zap trigger
* **Customize your trigger:** customize your trigger options to fit your needs
* **Test your trigger:** test your trigger to see if it pulls in the right data

When your trigger is set up successfully, a green checkmark icon will appear in the top left of the step: Learn more about [setting up your Zap trigger](https://zapier.com/help/create/basics/set-up-your-zap-trigger).

<img alt="Google Sheets trigger set up successfully" />

### Select Kajabi as the action app

1. Create a Zap according to your third-party system provider's guide and set it as the trigger app.
2. Select **Kajabi** as your Action app:

<img alt="30828FBE-6B18-4FEB-910F-F712C6980B55.png" />

3. Select an **Action**:

<img alt="9E255D78-5987-4E43-97A0-78E7154525D4.png" />

4. Select **Grant Access to an Offer** to grant a new or existing customer access to an Offer and its Products. Your customer will only receive the Granted Offer Email if they are subscribed to receive Granted Offer Emails.

Your Offer Grant Email is categorized as a bulk email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email.

If you need assistance sending your Offer Grant Email to your customers, reach out to [Support](../../sales/offers/what-is-the-difference-between-an-upsell-and-order-bump).

1. Select **Revoke Access to an Offer** to revoke access to an Offer for the specified customer.
2. Select **Create Form Submission** to have your information automatically populate your Kajabi Opt-in Form.

<Note>
  **Note:** It isn't possible to deactivate/reactivate an Offer through Zapier.
</Note>

### Connect Zapier to the Kajabi account

Once you've selected your action, you'll need to connect to your Kajabi account.

If you're connecting for the first time, you'll be asked for your account **API Key** and **API Secret** located in your [**Account Settings**](https://app.newkajabi.com/admin/settings/account).

1. From your **Account Settings**, select **Account Details.**
2. Copy the **API Key** and **API Secret**.
3. Then, paste each into the appropriate Zapier field and click **Yes, continue** at the bottom.
4. Select your **Site** and **Offer** and match the required parameters for **Customer Name, Email and External User ID** with merge fields from your data source.

<Note>
  **Note:** Kajabi has several different parameters that are sent out when using Zapier integrations: `name` `email` `offer` `external_user_id` `ip_address`
</Note>

### Turn on the Zap

1. Proceed with testing to make sure things are working.
2. Then, **turn on** your Zap:

<img alt="8CBAD973-AEBF-47D4-B1A7-AF4C1349F8E5.png" />

## Webhook / Zapier 400 error

You may run into a **400 Error** when testing your Zaps. It could be that your data source (cart or another system) is sending the same data. Once a user has been granted an Offer, it cannot be granted again. Instead, generate new data from the data source to pass the info to Zapier and then to Kajabi.

## Troubleshoot Zapier

If you are experiencing errors when using Zapier with Kajabi, refer to the [Troubleshoot Zapier](./troubleshooting-zapier) guide.


# Cofounder FAQs and limitations
Source: https://help.kajabi.com/articles/cofounder/cofounder-faqs-and-limitations

Get answers to common questions and understand what Cofounder can and cannot do.

**Cofounder** is Kajabi's AI business-building assistant. This page covers frequently asked questions about what Cofounder can do for you, along with its current limitations and permissions.

<Note>
  **Note:** For the time being, this is included in your plan. Future limits may apply.
</Note>

## FAQs

### How can I unpin Cofounder action items from my Kajabi dashboard?

In the Cofounder window, click **Unpin from dashboard** under "Your action items."

### Can Cofounder publish or create content for me?

Yes, but you are in control. Confounder can create and update draft resources on your behalf, and it can publish when you explicitly ask and confirm. It never publishes automatically or on a schedule. It also cannot delete resources or import contacts.

### Is Cofounder available on the Kajabi mobile app?

No. Cofounder is available through web browsers and the dedicated Cofounder mobile app. It is not available in the Branded Mobile App.

### Does Cofounder remember previous conversations?

Yes. Cofounder remembers your past conversations, so you can pick up where you left off or reference earlier discussions in a conversation.

### Can Cofounder help with technical issues?

Cofounder can guide you through Kajabi features and common tasks. For technical issues or account-specific problems, contact our support team.

### Is Cofounder's advice unique to my business?

Yes. Cofounder generates advice based on your specific business idea, audience, niche, and goals.

### Are all Account User Roles able to interact with Cofounder?

Cofounder is accessible to Account Users with Assistant permissions or higher. Any Account Users assigned the Support Specialist role will not see the Cofounder icon and therefore will not be able to start a chat.

### How does Cofounder connect me to live support?

Cofounder can guide you through Kajabi features and common tasks, but it also knows when a human is needed. If you ask for support or express frustration, Cofounder will acknowledge the situation and offer a direct way to connect with a live teammate. This handoff routes you straight to a support specialist and does not go through the standard Fin chatbot. This ensures you get timely, human help for technical or account-specific issues without breaking your flow.

### How does Cofounder use my data as a Kajabi Hero?

Your content stays yours. We may use general, anonymized usage patterns to make Cofounder better, but your personal information is always private.

### How is Kajabi using the information inputted into Cofounder?

Your data is encrypted, protected by industry-standard security, and never sold to third parties.

When it comes to our AI features specifically, anything you share with the AI — and anything it generates for you — is treated as **your Content** under our Terms of Service. And the most important thing to know about your Content is that **you own it.** Kajabi uses it only to operate and improve the platform on your behalf, not to repurpose your ideas or share your information.

We know that trust is foundational to this kind of tool, and we want to be transparent about how it works. You can find the full details in our [Terms of Service](https://kajabi.com/policies/terms) and our [Privacy Policy](https://kajabi.com/policies/privacy).

### Does Cofounder use my content to train its AI models or share it with other Heroes?

No and no.

Your "Content" under our Platform Terms means everything you create and upload to Kajabi: courses, lessons, coaching materials, videos, images, copy, product descriptions, landing pages, emails, all of it. It's yours. Kajabi does not claim ownership over any of it.

Cofounder references your Content as context so it can give you personalized help. It reads your business data to be useful to you, not to store it or pass it to anyone else.

To the extent your Content is private (behind a paywall, shared only with paying customers, not publicly accessible) it is protected. It will not show up in another Hero's Cofounder conversation. No one can ask Cofounder to "build me a course like yours" and get anything drawn from your private material.

We do not use your Content to train the models that power Cofounder. It is not fed into a training pipeline or used to improve Cofounder for other people. It is context for your conversations, and that's it.

### How do I turn off Cofounder Nudges?

You've got a few different ways to control Cofounder Nudges depending on how much you want to pull back — from turning them off entirely to just dialing down a single one:

1. **Dismiss a single nudge** *(only affects you) -* If a specific nudge isn't useful, click Dismiss on the speech bubble next to your Cofounder chat button. That nudge goes away for you, but other admins on your account will still see it in their own view. New nudges will keep coming as normal.
2. **Snooze nudges for 30 days** *(only affects you, in this browser) -* Need a break without turning the feature off? Click Snooze 1 month on any nudge speech bubble. You won't see any new nudges for 30 days. Other admins on your account aren't affected; they'll keep getting theirs. One thing to know: the 30-day timer is stored in the browser you snoozed from. If you clear your cookies/site data, sign in on a different browser, or use a different device, your snooze will reset in that browser and you may start seeing nudges again sooner. If that happens, just hit Snooze 1 month again on the new browser.
3. **Turn off Cofounder in-app or email notifications** *(affects your whole account)) -* Head to **Settings → Cofounder** to select with in-app or email notifications you'd like to receive. This page can only be accessed by the account owner.
4. **Turn off Cofounder Nudges entirely** *(affects your whole account) -* If you want to disable the feature completely, go to **Settings → Labs** and toggle off "Cofounder Proactive Nudges". Important to know: Labs features are managed at the account level, so this will turn nudges off for every admin on your account, not just you. If only you want to stop seeing them, use options 1–3 above instead.

## Limitations and permissions

Cofounder cannot:

* **Modify account settings**
* **Access payment information**
* **Make purchases**
* **Connect third-party integrations**

Cofounder always asks for your permission before adding action items or making strategic recommendations.


# Cofounder + MCP: Draft resources and edit Themes
Source: https://help.kajabi.com/articles/cofounder/cofounder-mcp-draft-resources-and-edit-themes

Go from idea to draft without leaving the Cofounder chat.

<Info>
  **Beta:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting, the feature has not been made available to your account yet. Check back at a later time to try the new experience. 
</Info>

<Note>
  **Note**: Currently, Cofounder MCP is included with all plans. Future limits may apply.
</Note>

[**Cofounder**](/articles/cofounder/cofounder-overview) can read what is in your site and create draft content for you, all from the conversation. Most things Cofounder creates land as unpublished drafts that you review and publish yourself. Cofounder never publishes. You always publish. It can, however, edit resources that are already published, with your permission.

## **Key benefits**

* **Grounded, specific feedback**: Cofounder reads your actual page content and responds with recommendations tied to what is on the page, not generic advice.
* **Drafts built for you**: Ask Cofounder to create a Landing Page, Course, Email, Offer, or Blog Post and it handles the build while you stay in the conversation.
* **Live theme editing**: Open Cofounder inside the Theme Builder to apply section, block, and theme-wide style changes without switching tools.
* **You stay in control**: Cofounder creates drafts and publishes only when you ask it to.

<Note>
  **Note:** Cofounder can edit published pages, so be careful when selecting what pages to edit. If you are editing a theme and are in the Builder, those changes can be seen before they are saved.
</Note>

## **What Cofounder can see**

Cofounder can read the themed content that makes up your pages, including::

* Landing Page sections and content blocks
* Offer Checkout Page structure
* Theme configurations and page layouts

It can also read your Kajabi settings, including Products, Offers, and your Site profile.

Website Pages work a little differently. For a Website Page, Cofounder reads the page title, path, status, and SEO details. The on-page sections for Website Pages come from your Site's Theme, which Cofounder reads separately, rather than per page the way it does for Landing Pages.

When you ask Cofounder to review a page, it reads the list of section types in your Theme, which lets it spot what is present or missing. For example, it might say: "Your Offer page has a hero section and a pricing table but no testimonials or FAQ, both of which tend to perform well for coaching programs." Then, it readsthe full copy inside each section.

Cofounder also knows which page you're on and can see any unsaved changes you have open in the Builder.

<img alt="Kajabi Admin Themes 2166468295 Settings Edit 07 14 2026 09 17 PM" />

## **Cofounder’s Action Panel**

When Cofounder needs several pieces of information before it builds something, or when it is about to take a significant action such as creating a draft, it shows an **Action Panel**: an inline form right in the chat.

The Action Panel includes:

* **Lettered options** (A, B, C) for common answers so you can respond quickly
* **Something else...** A field for free-form input when the provided options do not fit
* A **Skip** option on multi-step panels. Every step is optional, so you can skip any question.
* An **X** to exit the flow if you want to back out entirely
* A second confirmation message to ensure you want to take the outlined actions

While the Action Panel is open, the main chat input is hidden so there is no ambiguity about where your response goes.

<img alt="Cofounder's Action Panel showing lettered A, B, and C options with Skip and Continue buttons" />

<Note>
  **Note:** When provided lettered options by Cofounder, you need to click on the option you wish to move forward with. You cannot just type “A” if you would like to select option A. 

  When you skip a question, Cofounder may proceed without that input or use the context it already has. It will not silently substitute a value that materially changes what it is about to do.
</Note>

## **Create resources with Cofounder**

Cofounder can create draft resources for you. Describe what you need, for example "Create a landing page for my photography coaching program," and Cofounder collects the details it needs before building. When it is done, it returns a direct link so you can review and edit the draft in the relevant builder before publishing.

<img alt="Cofounder confirming it created a sales page and email sequence draft, with links to review each one" />

<Note>
  **Note**: Before creating anything, Cofounder will show you a summary of what it's about to do and ask you to confirm.
</Note>

### **Landing Pages**

Cofounder creates a Landing Page draft and gives you a link to open it in the **Page Builder**, where you can review and make any changes.

### **Courses**

Cofounder can create Course drafts and add Module and Lesson content. Confirm the course title and structure and it builds the draft for you to review in the **Course Builder**. You can also ask it to update an existing course, such as, "Add a lesson to my photography course on lighting basics."

### **Emails**

Cofounder can create Broadcast and Email Sequence drafts. Confirm the subject, audience, and content direction and it builds the draft for you to review in your email editor.

<Note>
  **Note:** Email Sequences drafted by Cofounder will not be using the Visual Editor. Email Broadcasts will be drafted using the Visual Editor.
</Note>

### **Offers**

Cofounder can create Offer drafts. After confirming key details, the Offer is created as a draft with no automatic publishing or notifications triggered.

### **Blog Posts**

Cofounder can create and update Blog Post drafts. Confirm the topic and direction and it writes the draft for you to review and publish from your Blog.

### **Newsletters**

Cofounder can create Newsletter and Newsletter Post drafts so you can review the content before sending.

### **Forms**

Cofounder can create opt-in forms, including custom fields, for you to review and place on your pages.

### **Coaching**

Cofounder can create drafts for Coaching programs, including 1:1 and Group Coaching. 

### **Digital Downloads**

Cofounder can create a Digital Download draft so you can add your files and set it up before making it available.

### **Events**

Cofounder can create Events. Unlike the draft resources above, an Event is saved to your Site right away rather than as a draft, so review the details before you ask Cofounder to create it.

<Note>
  **Note:** Cofounder respects your plan's resource limits. If you have reached the maximum number of a resource type on your plan, Cofounder lets you know and does not proceed, prompting you to upgrade or remove an unused resource instead.
</Note>

## **Edit a Theme with Cofounder**

When you are working in the **Theme Builder**, Cofounder can read and edit the Theme you have open. Open the Cofounder panel while you are in the Builder and it can suggest and apply changes.

<img alt="Theme Cofounder 1" />

* Cofounder usually targets the section you are focused on, but it can also add, remove, and reorder whole sections, and make Theme-wide style changes such as fonts and brand colors.
* It works only on the Theme you have open. It will not edit other pages or pull content from external sites.

Most changes, such as editing a Section or Block's text, colors, or order, appear in the preview right away. Theme-wide changes like global fonts and brand colors appear after you click **Save**. Until you save, you will see a "Preview outdated" notice. A single undo (Cmd+Z) reverses all of Cofounder's changes.

<img alt="Image" />

## Publishing resources

Publishing is always yours to do. Cofounder creates and edits drafts and links you directly to each resource so you can review it, but it does not publish, activate, or make anything live, even if you ask. When a draft is ready, open it from the link Cofounder provides and publish it yourself.

<Note>
  **Note**: Cofounder can edit content on pages that are already published (for example, theme and page content), and those edits can take effect without a separate publish step. It will not, however, publish or unpublish a resource for you.
</Note>

## **Built-in safety**

Cofounder is built for safety:

* Every piece of text Cofounder writes is automatically checked for security threats before it's saved.
* Every change Cofounder makes is logged..
* To prevent misuse, actions like sending messages are limited in how often they can happen.
* If you've reached your plan limit, Cofounder will let you know and show you how to upgrade — rather than creating more than your plan allows.

<Note>
  **Note**: Cofounder MCP respects your existing Kajabi permissions. If a team member's role does not allow them to perform an action in the account, that same restriction applies through MCP. MCP access does not grant any account user more permissions than their role already allows.
</Note>

## **FAQs**

### **Will Cofounder delete anything I have built?**

Cofounder cannot delete your top-level resources: Courses, Offers, Contacts, Products, Pages, or Posts. 

There are two small exceptions: it can remove a single Navigation Menu link, and it can detach a field from a Form. 

If you need to delete a resource, do it manually from the relevant section of your dashboard.

### **Can Cofounder publish without my confirmation?**

No. Cofounder only creates and edits drafts. It does not publish, activate, or make anything live, even if you ask it to. Publishing is always done by you from the relevant builder or dashboard.

<Note>
  **Note:** Cofounder can make edits to pages that are already published, so be careful when selecting which pages to edit.
</Note>

### **Does Cofounder import contacts?**

Cofounder cannot import contacts or create new contact records. It can, however, help you organize existing contacts: it can create tags and segments and tag or untag people you already have.

### **Can Cofounder create Community posts or announcements?**

Not currently. Creating Community posts and announcements is not available through Cofounder at this time. To post in your Community, go directly to your Community dashboard.

### **What if my plan does not support the resource type Cofounder is trying to create?**

Cofounder checks what your plan includes before creating anything.. If you have reached the limit for a resource type, Cofounder lets you know and shows you how to upgrade — rather than creating more than your plan allows.

### **Are Theme changes in the Builder saved automatically?**

If you are in the Builder when interacting with Cofounder, then you will need to click save for any changes made. If you are editing a theme and don’t have the builder open when chatting with Cofounder, the changes will be saved automatically.

You can make Theme edits from anywhere in Kajabi, but we recommend being in the Builder when editing themed areas like pages, emails, Course templates, etc.


# Cofounder overview
Source: https://help.kajabi.com/articles/cofounder/cofounder-overview

Understand what Cofounder is, how it works, and how it helps you turn ideas into income.

**Cofounder** is Kajabi’s AI business-building assistant designed to help you turn ideas into income. It works alongside you to clarify your business direction, shape offers, and generate launch-ready content like products, landing pages, emails, and marketing assets so you can confidently take your next step forward.

<Note>
  **Note**: Currently, Cofounder is included with all plans. Future limits may apply.
</Note>

## Key benefits and use cases

* **Clarify your direction** by defining your goal, audience, niche, and offer
* **Generate content faster** with ready-to-use product and marketing copy
* **Build with confidence** using guided recommendations based on your business
* **Stay focused** with personalized action items and progress tracking
* **Maintain momentum** by always knowing what to work on next, so progress never stalls

## Use Cofounder in-app

Once you create your Kajabi account, Cofounder acts as your AI assistant inside the Kajabi Dashboard.

<Note>
  **Note:** If you are new to Kajabi, you can work with Cofounder before creating an account through the Cofounder top-of-the-funnel experience. This experience helps you clarify your business idea and create concrete deliverables. [Learn more](/articles/cofounder/use-cofounder-before-signing-up-for-kajabi)
</Note>

### How to access Cofounder

* **Cofounder button**: Click the **Cofounder diamond icon** in the top right corner of your header to open a slide-out panel. The panel is available across all areas of Kajabi. You will then be greeted with a welcome prompt to start chatting.
* **Compact and fullscreen views**: Cofounder opens in a compact view by default. Click the **expand icon** in the panel header to switch to fullscreen view, which includes a **Conversations** sidebar for browsing your chat history. Click the **collapse icon** to return to the compact view.
* If you did not sign up for Kajabi through Cofounder, your checklist will be empty until you begin interacting with Cofounder.

<img alt="Cofounder Action Items" />

<img alt="Access Cofounder" />

* **Start a conversation**: Click the pencil icon in the panel header to begin a new conversation at any time.
* **Action items**: Cofounder builds a checklist of action items based on your conversation. You can interact with these items directly in the Cofounder panel. Click **Start next todo** to jump into your next action, or choose **Pin to dashboard** to keep your checklist visible on the main dashboard.
  * If you did not sign up for Kajabi through Cofounder, your checklist will be empty until you begin interacting with Cofounder.
  * **Automatic opening**: For users who came through the pre-signup experience, Cofounder will automatically open upon your first login.

### Start with Cofounder

If you're new to Kajabi, **Cofounder** is the fastest way to go from idea to launch-ready business. Work with it from your first login to clarify your direction, build your foundation, and know exactly what to do next.

#### What to expect

Cofounder guides you through a short, conversational interview to understand your business. Expect questions about:

* Your goal
* Your audience
* Your niche
* Your challenges
* Your preferred product format

You can optionally share an email so Cofounder can review your existing online presence and tailor its recommendations to your background.

<Note>
  **Tip:** The more specific you are about who you serve and what you sell, the sharper Cofounder's recommendations will be. Cofounder draws on Kajabi's documentation as it answers, so the guidance you get reflects how the platform actually works today.
</Note>

#### Personalized action plan

Once Cofounder understands your business, it builds a personalized action plan with three to six next steps tailored to your goal — the concrete moves that turn your idea into a live offer. Action items appear as a checklist inside the Cofounder panel and on your **Site Business Checklist.**

<img alt="Cofounder Personalized Action Plan" />

<Note>
  **Note:** If you signed up for Kajabi through the Cofounder pre-signup experience, your profile, assets, and action plan carry over to your account, and Cofounder opens automatically on your first login. If you signed up another way, your checklist stays empty until you start a conversation with Cofounder.
</Note>

### What Cofounder can help with

* Business building, including Courses, Coaching programs, and Memberships
* Marketing content such as Landing Pages, sales pages, and email copy
* Kajabi navigation, with step-by-step guidance and deep links
* Progress tracking, using personalized action items in your **Site Business Checklist**
* Connecting with Support to get further help
* Contextual guidance based on the Kajabi page you're working in
* Resource navigation, with deep links to your Courses, Pages, Products, and Settings
* Site performance insights, including metrics and benchmarks for your business
* Visual troubleshooting, by uploading screenshots directly in the chat
* Creating and updating draft resources, publishing with your confirmation
* Structural feedback grounded in what’s actually on your page

<img alt="Cofounder Assistant" />

### Why Cofounder may take longer to respond

When you see Cofounder's status change from **Thinking** to other states, it means Cofounder is doing something more complex under the hood to personalize its response for your specific business. This might include:

* **Reviewing your progress** by checking your Site Business Checklist and what you've accomplished so far
* **Identifying** what account resources you have (Products, Offers, Pages, etc.)
* **Looking up details** about your resources, for example, the pricing you've set, your GMV, or how your Course is configured

## Chat history

Cofounder remembers your past conversations, so you can pick up where you left off or reference earlier discussions in a conversation.

* Click the **pencil icon** in the Cofounder panel header to start a conversation.
* Switch to fullscreen view to see the **Conversations** sidebar, which lists all of your past chats.
* Click any previous conversation to reopen it and continue where you left off.
* In compact view, use the **conversation dropdown** at the top of the panel to switch between chats.

Cofounder can reference context from your earlier conversations. For example, if you discussed building a specific Course in one chat, you can open a separate conversation and ask Cofounder to continue working on that same Course. It will know what you're referring to.

## Upload images

Share screenshots and images directly in your Cofounder chat for more targeted guidance.

### Send an image

1. Click the **+ button** at the bottom of the chat input field.
2. Select an image from your device.
3. Add a message describing what you need help with, then click the arrow to send.

Supported formats: JPEG, PNG, GIF, WebP, PDF. Maximum file size is 10 MB.

### Use cases

* **Troubleshooting:** Upload a screenshot of an issue you're experiencing in the app, such as an error message or unexpected behavior, and ask Cofounder to help you troubleshoot.
* **Inspiration:** Upload a screenshot of an external landing page, website, or design you admire and ask Cofounder how you might build something similar in Kajabi.

<Note>
  **Note:** Cofounder analyzes uploaded images to provide guidance and recommendations but does not directly build or modify pages from them.
</Note>

## Create and update resources

<Info>
  **Beta:** This functionality is being released in phases to ensure stability across all accounts. If you do not see this setting, the functionality has not been made available to your account yet. Check back at a later time to try the new experience.
</Info>

Cofounder can create draft resources, including Courses, Offers, Landing Pages, emails, and more. It walks you through the process, showing you what it’s about to build and asks key questions along the way. Cofounder only creates the resources after it receives confirmation from you.

All content is saved as drafts. Cofounder then provides a link to review and confirm before anything is published

<Note>
  **Note:** Cofounder will not delete any resources or import contacts.
</Note>

## Page awareness

Cofounder understands which page you’re currently viewing and can provide structural feedback based on the content you’ve created.. This means you can ask questions about the page you are working from without needing to explain where you are and ask for ways to improve what you’ve built.

Examples of what you can ask:

* “What page am I on?”
* “How do I do X on this page?”
* “I’m having trouble with X — can you help me troubleshoot?”
* “What improvements would you suggest for my sales page?”

Page awareness is especially helpful when you encounter an error or unexpected behavior. Open Cofounder from the page where the issue is happening, and it can see the context and help you resolve it.

## Resource navigator

Ask Cofounder about the resources in your account and it will surface direct links to view, edit, or manage them. Instead of navigating through menus, describe what you're looking for and Cofounder will take you there.

Examples of what you can ask:

* "What Courses do I have?"
* "Show me my Landing Pages"
* "Take me to my Coaching program settings"

Cofounder returns deep links so you can jump directly to the relevant page, whether that's a Course editor, a Product dashboard, pricing settings, or another location.

## Supported resource types

* Evergreen Courses
* Cohort Courses
* Podcasts
* Newsletters
* Digital Downloads
* One-on-One Coaching
* Group Coaching Programs
* Communities
* Payment Integrations (Stripe, PayPal, Kajabi Payments)
* Site Settings and Account Settings

<Note>
  **Note:** Resource navigator does not currently support Funnels or Automations.
</Note>

## Site analyst

Ask Cofounder how your site is performing and get a data-driven snapshot of your business. Cofounder analyzes your site's traffic, conversion, revenue, and pricing metrics and highlights where you're doing well and where there's room to grow.

Examples of what you can ask:

* "How is my site performing?"
* "Where should I focus to grow my business?"
* "How are my pages performing compared to the average?"

Cofounder responds with a concise summary, typically up to three key findings, focused on the metrics that matter most. It highlights areas where your performance is above or below benchmarks, so you know exactly where to focus your attention.

## Proactive nudges

Cofounder can reach out to you with personalized suggestions when it notices you haven't been active on your site. These nudges are designed to help you maintain momentum and get back on track with actionable next steps.

### Where nudges appear

* **In-app:** A chat bubble appears next to the Cofounder icon with a short preview of the suggestion. Click **Start** to open Cofounder with the full nudge, or **Dismiss** to close it.
* **Mobile app:** Push notifications delivered to your mobile device
* **Email:** An email with the nudge and a direct link to open Cofounder in your dashboard

Nudges are triggered by inactivity. You're most likely to see them on sites where you haven't been recently active. Each nudge includes a specific, actionable recommendation based on your business context, such as an incomplete action item or an opportunity to improve a specific metric.

### Manage nudge preferences

Choose which of your sites receive nudges, and how, from the **Cofounder** settings page. If you manage more than one site, each site has its own nudge preferences, so you can keep nudges on where you're actively building and turn them off elsewhere.

<Note>
  **Note:** Only account owners can open the **Cofounder** settings page and change nudge preferences.
</Note>

1. Go to **Settings** and select **Cofounder** under **Account Settings**.
2. Find the site you want to manage in the list under **Nudges**.
3. Use the **In-app nudges** toggle to turn in-app nudges on or off for that site.
4. Use the **Email nudges** toggle to turn email nudges on or off for that site.

When you turn off **In-app nudges** for a site, any pending in-app nudge for that site is cleared as well.

## Knowledge base integration

Cofounder draws from Kajabi documentation to provide accurate, up-to-date guidance. When you ask how to do something in Kajabi, Cofounder explains the steps based on current platform capabilities and links.

<img alt="Cofounder Knowledge Base" />


# Use Cofounder before signing up for Kajabi
Source: https://help.kajabi.com/articles/cofounder/use-cofounder-before-signing-up-for-kajabi

Work with Cofounder to clarify your business idea before creating a Kajabi account.

The **Cofounder top-of-the-funnel experience** lets you work with Kajabi's AI assistant before creating an account. Use it to clarify your business idea, define your audience, and build concrete deliverables that carry over when you sign up.

<Note>
  **Note:** For the time being, this is included in any Kajabi plan. Future limits may apply.
</Note>

## Access Cofounder

Go to [Kajabi's signup pages](https://www.kajabi.com/cofounder) to begin a conversation with Cofounder.

<img alt="Kajabi Cofounder signup page" />

<img alt="Cofounder conversation interface" />

## What to expect

Cofounder guides you through a conversational interview to understand your business, including:

* **Your goal**
* **Your audience**
* **Your niche**
* **Your challenges**
* **Your preferred product format**

You can optionally share your email so Cofounder can look up your existing online presence and tailor recommendations to your background.

<Warning>
  **Important:** A complete business profile and a personalized action plan with at least three key actions is required before you can sign up for Kajabi through this experience.
</Warning>

## Personalized action plan

After creating your assets, Cofounder builds a personalized action plan with three to six next steps tailored to your business. When your profile, assets, and action items are ready, you will see a **Get Started** button to create your Kajabi account.

<img alt="Personalized action plan with Get Started button" />

## Knowledge base integration

Cofounder draws from Kajabi's official documentation to provide accurate, up-to-date guidance. When you ask how to do something in Kajabi, Cofounder explains the steps based on current platform capabilities and links.

<img alt="Knowledge base integration showing documentation-based guidance" />


# Use the Kajabi Cofounder app on mobile
Source: https://help.kajabi.com/articles/cofounder/use-the-kajabi-cofounder-app-on-mobile

Access your AI Cofounder from your iPhone or Android device to chat, manage action items, and stay on top of your business on the go.

The **Kajabi Cofounder app** is a native companion to your [Cofounder](/articles/cofounder/cofounder-overview) experience on the web. It lets you continue conversations, manage action items, respond to messages, and receive timely nudges all from your phone. Sign in with your existing Kajabi account to get started.

## **Key benefits**

* **Keep momentum between sessions**. Continue any web conversation on your phone or start a new one on the go. Context and history are always there.
* **Work in the gaps**. Chat, capture ideas, or check action items without sitting down at a laptop.
* **Stay on top of your messages**. Reply to [Backstage](/articles/products/backstage/set-up-a-private-client-backstage) DMs and AI-escalated conversations directly from the app with push notifications so nothing slips through.
* **Get nudged at the right moment**. Push notifications from Cofounder surface timely, data-backed guidance and open directly into the relevant conversation.
* **Speak instead of type**. Voice mode lets you talk to your Cofounder and hear back — then switch to text anytime without losing your place.

## **Download and sign in**

<img alt="Badges" title="Badges" />

1. Download the **Kajabi Cofounder** app from [the App Store (iOS)](https://apps.apple.com/us/app/kajabi-cofounder/id6757498567) or [Google Play (Android)](https://play.google.com/store/apps/details?id=com.kajabi.cofounder).
2. Open the app and sign in with your Kajabi email and password.

## **Chat with Cofounder**

Open the app to start or continue a conversation. Your Cofounder knows your business and can help you think through strategy, create content, build action plans, and surface insights about your site's performance.

<img alt="Cofounder Conversation 1" />

### **Text and voice mode**

You can chat by typing or by speaking.

* In **text mode**, type naturally and receive text responses.
* In **voice mode**, speak to your Cofounder and receive spoken responses back.
* Switch between modes at any time. Your full conversation history and context carry over either way.

### **Long-form content**

When Cofounder generates something substantial like a Course outline, Email Sequence, or launch strategy, it appears as a collapsible card. Tap to expand or collapse it.

You can ask follow-up questions and Cofounder retains everything in that card.

### **Action items**

**Action items** give you a focused view of what Cofounder recommends working on next. There are two ways to interact with them:

* **In chat:** Ask Cofounder to list, create, or update action items at any point in a conversation.
* **Action item list**: Tap the icon in the top right corner of the app to see all current items. Tap any item to open a focused conversation with Cofounder briefed on that specific task.
  <img alt="Cofounder Action Items" />

### **Messages**

The **Inbox** tab gives you an inbox for conversations that need your attention. From here you can reply to [Backstage](/articles/products/backstage/set-up-a-private-client-backstage) DMs and respond to AI-escalated conversations directly from your phone.

Push notifications alert you when a new message arrives so you can respond quickly without being at your desk.

<img alt="Cofounder Inbox" />

### **Proactive nudges**

Cofounder sends push notifications when it has something timely to surface based on your business activity, site performance, and what you've been working on.

Tap a **nudge** to open a conversation pre-loaded with that context. If you manage multiple Kajabi sites, the nudge opens for the right one automatically.

### **Files and images**

Attach a file directly in chat and your Cofounder will analyze it and respond. You can ask follow-up questions about what it found.

You can attach up to 10 files per message, with a maximum size of 10 MB per file.

Supported file types:

* Images (.jpg, .jpeg, .png, .gif, .webp)
* PDFs

<Note>
  **Note:** Video and audio file uploads are not currently supported.
</Note>

### **Cross-device continuity**

All conversations sync automatically. Anything you start when logged in on a desktop is available on mobile, and vice versa. You can pick up any conversation on any device without re-establishing context.

## **Manage push notifications**

From the app's **Settings**, you can control which types of push notifications you receive from Kajabi. Toggle each category on or off to match how you want to stay informed.

* **Cofounder Nudges**: Proactive recommendations from your AI Cofounder based on your business activity and site performance
* **Backstage**: Messages from your members
* [**Teaching Assistant**](/articles/products/products-overview/set-up-a-teaching-assistant): Updates and alerts from your course and content delivery assistant
* **Sales Assistant**: Hot leads and sales-related escalations flagged by your AI Sales Assistant

\[IMAGE: Push notifications settings screen showing toggles for each notification type]

## **Switch between sites**

If you manage more than one Kajabi site, you can switch between them without signing out.

1. Tap **Profile** in the app navigation.
2. Tap **Kajabi site**.
3. Select the site you want to switch to.

The app reloads with the selected site's conversations, action items, and notifications.

## **Home screen widgets and shortcuts**

Add a Cofounder widget to your iPhone home screen to see your current action items at a glance.

You can also set up iOS Shortcuts or assign your iPhone's Action Button to open a new Cofounder conversation instantly — no navigating required.

## **Display settings**

The app follows your device's appearance settings. Switch between dark and light mode in your device **Settings**, and the app updates automatically.

## **FAQS**

### **Do I need a separate account to use the Kajabi Cofounder app?**

No. Sign in with your existing Kajabi email and password — the same credentials you use on web.

### **Does the app work without an internet connection?**

No. All interactions require an internet connection. The app does not support offline mode.

### **Are my conversations synced between web and mobile?**

Yes. All conversations — including full message history and context — are available across both web and mobile. Start something on one device and continue it on any other.

### **Can I use the app with multiple Kajabi sites?**

Yes. The app supports multiple sites. Proactive nudges automatically open the conversation for the relevant site.

### **What files can I attach in chat?**

You can attach images (.jpg, .jpeg, .png, .gif, .webp) and PDFs. The limit is 10 files per message and 10 MB per file. Video and audio uploads are not currently supported.

### **What push notifications will I receive?**

Cofounder sends [proactive nudges](#proactive-nudges) based on your business activity, site performance data, and what you've been working on. You will also receive notifications for new messages in your inbox. If you haven't used Cofounder in a while, you may receive a nudge to bring you back when there is a good moment to pick up momentum.

### **Can I disable the push notifications?**

Yes, you can disable the push notifications by going to your Profile and clicking into the **Push Notifications** screen.

### **Will I still receive notifications when my iPhone is in Focus Mode?**

Cofounder respects your iOS **Focus Mode** settings. Notifications are timed to arrive when you're most likely to act on them, and held back during Do Not Disturb or focused states.

### **Can I use Cofounder on a mobile browser?**

Yes, you can also use Cofounder in any mobile browser.

1. Open Safari, Chrome, or any browser on your phone.
2. Go to Kajabi's signup pages or log into your admin.
3. The chat adapts to your screen.

### **Where is Cofounder not available?**

Cofounder is not currently available in the Branded Mobile App or the Kajabi Creator App.


# Generate multiple Assessments from a question list
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/can-i-generate-different-assessments-based-on-an-extensive-list-of-questions

Create multiple Assessments with up to 100 questions each in Kajabi.

Yes, you can create multiple Assessments with up to 100 questions for each Assessment created on Kajabi.

[Learn more about Assessments.](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments)


# Include an opt-in with an Assessment
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/can-i-include-an-opt-in-with-my-assessment

Assessments on landing pages include a default opt-in form to help build your list.

Yes, by default Assessments on a [landing page](../../website/pages/how-to-add-pages-to-your-website) include an opt-in form to help you build your list.

[Learn to add an Assessment to a Page and grow your list with Kajabi.](../../website/pages/how-to-add-an-assessment-block)

Assessments are a great tool for creating standardized tests and surveys to be used in your Courses and Landing Pages.

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The [Quizzes](../../products/courses/course-quizzes) feature is available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages.
</Note>

When a page visitor completes an Assessment, they are prompted to subscribe to your email list with their name and email address:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Assessment opt-in displayed at the completion of an Assessment is generated by default and cannot be customized.
</Note>

**Want to preview the visitor experience with an Assessment?**

Open an incognito window or a separate browser to test the Assessment on a landing page. Then, complete the Assessment to view the opt-in page.

[Learn to preview a page](../../website/pages/preview-your-page).


# Limit Assessment retake attempts
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/can-i-limit-the-number-of-times-a-user-can-retake-an-assessment

Assessments do not currently support limiting the number of retake attempts.

At this time, Assessments cannot be customized to limit the number of retake attempts a user can make.

Learn more about [Assessments in Kajabi](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).


# Create and customize Assessments
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/create-and-customize-assessments

Create standardized tests, questionnaires, and surveys.

<Note>
  **Note:**
  If you're looking to test your members inside of a Course, we recommend [building Quizzes in place of Assessments](../../products/courses/course-quizzes) to utilize the latest features.
</Note>

Use Assessments to create engaging exam or questionnaire experiences for your customers and site visitors without the need to create a Product or Offer.

With Assessments, you can:

* Assess your customers' understanding of your content
* Survey site visitors to learn more about their experience and background
* Craft questionnaires to design tailored content for your customers and site visitors

## Create an Assessment

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Click **Get started** if this will be your very first Assessment. If not, click **+ New Assessment**.
4. Add a **Title** and **Description**, and choose whether you want to use automatic grading and the value of the passing grade (optional).

[Learn how to share your Assessment with your customers and site visitors](../../contacts/create-manage-and-share-assessments/how-to-share-an-assessment).

## Customize Assessments

<Note>
  **Note:**
  Your Assessment will adopt the appearance of the Product or Page Template it is added to. For example, if the Primary Color of your Product Page is set to yellow, and you add an Assessment to your Product, the color of your Assessment's button will be shown as yellow when previewing your Product page. If your Assessment is not added to a Page or Product, the Assessment color scheme will default to Kajabi Blue.
</Note>

### Assessment details

Within an Assessment's details, you may:

1. Edit the Assessment **Title**.
2. Add a **Description**.
3. Enable or Disable the option to **Automatically grade assessment**. [Learn how to view and grade Assessment results](../../contacts/create-manage-and-share-assessments/view-and-grade-assessment-results).
4. Configure the **Results Breakdown Preference** to choose to display or hide your Assessment taker's results upon completion:

<img alt="Assessment Details" />

### Language

Change the text displayed to your users when they interact with the Assessment:

* Start text
* Passed text
* Failed text

Customize the text to bold, italicize, underline, and/or hyperlink your text:

<img alt="Assessment Language" />

### Automations

Navigate to the bottom of the Assessment editor to add Automations. Automations can be used after an Assessment is completed (the "When" trigger) for a variety of actions:

* Grant an offer
* Revoke an offer
* Subscribe to an email sequence
* Unsubscribe from an email sequence
* Register to an event
* Deregister from an event
* Add a tag
* Remove a tag
* Send an email (considered a [Transactional email](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails))
* Send a single-use coupon

Read the [Automations Overview](../../marketing/automations/automations-overview) to learn more about Automations on Kajabi.

## After submission settings

### Set up notification settings to

* Send a completion email with a results link to the contact when they complete the Assessment
* Send a completion email with a results link to your team anytime a contact completes the Assessment

### Set up after submission settings

1. From the Dashboard, open the **Contacts** tab.
2. Select **Assessments**.
3. Click the Title of the Assessment you wish to edit.
4. Navigate to the **After Submission** card on the right.
5. Check the box(es) next to your desired notification settings:

<div>
  <iframe />
</div>

## Share an Assessment

Share your Assessments to quiz or survey your contacts by adding Assessments to:

* [Pages](../../website/pages/how-to-add-an-assessment-block)
* [Products](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product)

[Learn more about sharing Assessments](../../contacts/create-manage-and-share-assessments/how-to-share-an-assessment).

<Note>
  **Note:**
  Assessments can only be attached to one Course Lesson. Once there, the assessment will take on the same template coloring of that product. If you are not seeing your Assessment appear when attempting to attach your Assessment, you may first need to create a new Assessment or duplicate an existing Assessment to use in a separate Course Lesson.

  See [Duplicate an Assessment](../../contacts/create-manage-and-share-assessments/how-to-duplicate-your-assessment) for details.
</Note>

## View assessment responses

To view the results of your Assessment:

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Click the **Title** of the Assessment you wish to view.
4. Select the **View Results** tab.
5. View each contact's responses by clicking their email or by [exporting the Assessment Results](../../contacts/create-manage-and-share-assessments/view-and-grade-assessment-results#export):

<img alt="View or Export Assessment Results" />


# Add an Assessment to a Course
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product

Attach an Assessment to a Course Lesson to create tests and surveys within Products.

Only one Assessment can be attached to each Course Lesson.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The [Quizzes](../../products/courses/course-quizzes) feature is available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages.
</Note>

<Note>
  **Note:**
  Course Lessons can include either a Video or an Assessment, not both. To add a Video to a Course Lesson, create a Lesson or select an existing Lesson and add your Video. Read [Upload videos to Course Product Lessons](../../products/courses/uploading-videos-to-your-course-product-lessons) for more details.
</Note>

## Create an Assessment

To create an Assessment:

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Click **+ New Assessment**.
4. Choose a title, description, and if you would like Kajabi to grade the Assessment.
5. Click **Save** to begin customizing the Assessment:

<div>
  <iframe />
</div>

[Learn to add questions to an Assessment](../../contacts/create-manage-and-share-assessments/how-to-add-questions-to-your-assessment).

Read [Create and customize Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) for more details.

## Add the Assessment to a Course Lesson

<Note>
  **Note:**
  If you do not see an Assessment appear when attempting to attach it, you may first need to create an Assessment or duplicate an existing Assessment to use in another Course Lesson. Read [Duplicate an Assessment](../../contacts/create-manage-and-share-assessments/how-to-duplicate-your-assessment) for details.
</Note>

To add an Assessment to a Course Lesson:

1. Open the **Products** tab from the Dashboard.
2. Select the **Course** you wish to edit or [create one.](../../products/courses/courses-overview)
3. Click the **Lesson** you wish to add the Assessment to or [create a Lesson](../../products/courses/create-a-lesson).
4. In the **Media** section select **Assessment**.
5. In the dropdown menu, select an Assessment or create one.
6. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Assessments can only be added to Lessons within Courses. Quizzes can be added at the Module level. Don't see Assessments in your account? That's ok! It means you have the latest version of Kajabi, and can use Quizzes in place of Assessments. Learn how to [create and customize Quizzes](../../products/courses/course-quizzes).
</Note>


# Add questions to an Assessment
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/how-to-add-questions-to-your-assessment

Configure up to 100 questions across multiple question types in Kajabi Assessments.

<div>
  <iframe />
</div>

## Add a question

Add up to 100 questions with Assessments on Kajabi to test or survey your site visitors.

To add a question to an Assessment:

1. Open the **Contacts** tab from the Dashboard.
2. Select the Assessment you wish to edit or [create one](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).
3. Click **Edit Questions** in the top menu.
4. Select **Add Question** in the editor.
5. Select the **Question Type** you wish to add:

<div>
  <iframe />
</div>

Customize your question content based on your chosen question type (multiple choice, paragraph, file upload, or multiple selection) and click **Save** to add your question.

## Assessment question types

### Multiple choice

Users will choose one answer from many possible choices with the Multiple Choice question type.

* Customize the text with bold, italicize, or underline
* Add images to your Assessment
* Add various answers and create [Tags](../../contacts/manage-your-contacts/tags-overview) for each answer. Keep in mind, each site has a total limit of 100 tags per site
* If [automatic grading](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#creating-an-assessment) is enabled in your Assessment, select the correct multiple choice answer:

<img alt="Multiple choice question" />

### Paragraph

Create a free-form paragraph question for your users to submit.

Use the text editor to:

* Customize the text with bold, italicize, or underline
* Add images to your Assessment:

<img alt="Paragraph question" />

### File upload

Users can answer the question with a file upload (e.g., homework assignments).

**File upload limit:** Upload a [compatible file type](../../website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi) up to 10MB.

Enter text to inform users of the file to be uploaded.

Then, use the text editor to:

* Customize the text with bold, italicize, or underline
* Add images to your Assessment:

<img alt="File upload question" />

### Multiple selection

Users can choose one or more answers from the Multiple selection list.

* Customize the text with bold, italicize, or underline
* Add images to your Assessment
* Add various answers and create [Tags](../../contacts/manage-your-contacts/tags-overview) for each answer. Keep in mind, each site has a total limit of 100 tags per site
* If [automatic grading](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#creating-an-assessment) is enabled in your Assessment, select the correct multiple selection answer:

<img alt="Multiple selection question" />

### Section

Include a Section card to separate your Assessment into different sections, begin a series of questions, or provide additional information, text, content, images, and more.

<img alt="Section card" />


# Duplicate an Assessment
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/how-to-duplicate-your-assessment

Copy an existing Assessment for use in multiple locations on your site.

Assessments can be used to create tests and surveys for your Courses and Site Pages.

<div>
  <iframe />
</div>

## Duplicate an Assessment

Duplicate an Assessment to use in various locations on your site:

1. Open the **Contacts** tab from the Dashboard.
2. Click **Assessments**.
3. Locate the Assessment you wish to duplicate or [create one](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).
4. Navigate to the Assessments tools to the right of the Assessment title.
5. Click the `...` **More Options** icon to the right of the Assessment title, then select **duplicate**.
6. The duplicated Assessment will be titled with the original Assessment title and its Copy Number. For example, "Original Title - Copy 1":

<div>
  <iframe />
</div>

Learn more about [duplicating a Product](../../products/courses/how-to-duplicate-your-course-product). Duplicating a Course will not also duplicate the Assessment attached to that Product — the Assessment will still need to be duplicated.

<Note>
  **Note:**
  If you encounter an error when attempting to duplicate an Assessment, check any [Automations](../../marketing/automations/automations-overview) that may be attached to the Assessment to ensure that they are set up correctly. If there is an issue with an Automation (e.g., invalid email address in a "Send an email automation") the Assessment may not duplicate successfully. If you do not see an Assessment appear when attempting to attach it, you may first need to create an Assessment or duplicate an existing Assessment to use in a separate Course Lesson.
</Note>

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The [Quizzes](../../products/courses/course-quizzes) feature is available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages.
</Note>


# Share an Assessment
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/how-to-share-an-assessment

Distribute Assessments built in Kajabi through direct links or custom landing pages.

Assessments in Kajabi are great for creating standardized tests and surveys to share with your audience without the need of a Product or Offer.

Share your Assessments built in Kajabi by copying and pasting the Assessment link in your email campaigns and your social platforms.

## Link directly to an Assessment

If you wish to simply link directly to an Assessment without any customization, copy and paste the Assessment link in your email campaigns or social platforms.

To access the Assessment link:

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Locate the Assessment you wish to share.
4. Click the **...** menu to the right of the Assessment.
5. Select **Preview**.
6. Copy the URL link in your browser address bar.

<img alt="Preview Assessment" />

When visitors complete the Assessment, they are automatically prompted to subscribe to your email list with their name and email address:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Assessment opt-in displayed at the completion of an Assessment is generated by default and cannot be customized.
</Note>

## Share an Assessment using a custom landing page

Create and design a custom landing page for an Assessment:

<img alt="Custom landing page" />

Learn to [add an Assessment to a landing page](../../website/pages/how-to-add-an-assessment-block) for details.

After designing a custom landing page, copy and paste the page link to your email campaigns or social platforms to share with your audience. [Learn to copy a page link](../../website/pages/how-to-copy-your-page-link)

When site visitors complete an Assessment on a landing page, they are automatically prompted to subscribe to your email list with their name and email address.

<Note>
  **Note:**
  The Assessment opt-in displayed at the completion of an Assessment is generated by default and cannot be customized.
</Note>


# Send Assessment results to Google Sheets
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/send-assessment-results-to-google-sheets

Send results to an external source like Google Sheets using Zapier.

<Note>
  **Note:**
  Sending an Assessment to Google Sheets with Zapier does not require a paid Google or Zapier account.
</Note>

## Test an Assessment

<Note>
  **Note:**
  Be sure to enable [automatic grading](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#h_32f6706b-f7a5-48b9-aa9b-bc145daacdcf) for your Assessment to generate results.
</Note>

To send Assessment results to an external source like Google Sheets, you first need to create an Assessment and enter test data for [Zapier](https://zapier.com/) to collect.

To create test data:

1. Open the **Contacts** tab from the **Dashboard**.
2. Select **Assessments.**
3. Click the **ellipsis** **…** to the right of the **Assessment** you wish to test.
4. Select the **Preview** icon.

<img alt="Preview Assessment" />

5. In Preview mode, complete and submit your Assessment. Your completed Assessment will create results for Zapier to collect when creating your Zap.

## Create a Zap

Now that you have created test data, create your Zap using [Zapier](https://zapier.com/home).

### Create the Trigger

1. In your **Zapier account**, click [Make a Zap.](https://help.zapier.com/hc/en-us/articles/22234847450893-Zaps-quick-start-guide)
2. Choose **Kajabi** as your trigger app.
3. Select **Assessment Completed** as your Trigger.
4. Click **Continue.**
5. Then, select your **Kajabi** **account**.

<img alt="Select Kajabi account" />

See [Use Zapier with Kajabi](../../api-integrations/zapier/use-zapier-with-kajabi#h_52bfa2e9-d7e8-4198-8649-f5d77b870574) to connect your Kajabi Account.

6. After connecting your Account, click **Continue**.
7. Select your Site **Name** and Assessment **Title**.
8. Click **Continue**.
9. Then, click **Test trigger** to find data:

<img alt="Test trigger" />

Zapier will test the Trigger by pulling the data created previously.

10. Click **Continue** after Zapier locates data from your Assessment test:

<img alt="Data located" />

If you receive an error message, learn how to [troubleshoot Zapier](../../api-integrations/zapier/troubleshooting-zapier).

## Set up the Action

Before setting up the Action, create your **Google Sheet**. Learn how to work with [Google Sheets in Zapier](https://zapier.com/help/create/format/work-with-google-sheets-in-zaps).

In this example, we'll send the **Customer Name**, **Email**, and Test Grade to a Google Sheet document named **Assessment Results**.

1. Choose **Google Sheets** as your **Action App**.
2. Select **Create Spreadsheet Row**.
3. Then, click **Continue**:

<img alt="Choose Google Sheets" />

4. Connect your Google Account and click **Continue**.
5. Skip the **Drive** field.
6. Select the Google Sheet title in the **Spreadsheet** field.
7. Select the **Worksheet** from the dropdown. If you have not changed the worksheet name in your Google Sheet, it will be **Sheet1**.
8. After selecting the Spreadsheet and Worksheet, Zapier will pull the header titles you created in your Google Sheet. Proceed by matching each header title to the appropriate Kajabi data:

<img alt="Match header titles" />

9. Click **Continue**.
10. Test your Zap by clicking **Test & Continue**.
11. Testing your Zap will send the sample data to your Google Sheet. Check your Google Sheet to ensure your Zap has been set up correctly.

## Turn on the Zap

After checking your Google Sheet, give your Zap a name and turn it on to begin sending Assessment results to your Google Sheet.

<img alt="Turn on Zap" />

<Note>
  **Note:**
  Assessments inside of **Courses** have been sunset. This feature may still appear in older accounts. [Quizzes](../../products/courses/course-quizzes) are available inside of Courses and **Offers'** advanced functionality. Assessments can still be added to **Web Pages**.
</Note>


# View and grade Assessment results
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/view-and-grade-assessment-results

View, grade, and export Assessment results from completed submissions.

## Automatic vs. manual grading

If your Assessment consists of multiple-choice or multiple-selection questions, you have the option to have these questions automatically graded when a user completes the Assessment.

[Learn how to enable automatic grading in an Assessment.](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#h_32f6706b-f7a5-48b9-aa9b-bc145daacdcf)

<Tip>
  **Tip:**
  When using automatic grading, send an email to your Assessment submitter with a link to the results of their completed, graded assessment using [After Submission Settings](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).

  For paragraph or file upload Assessment questions, you can view and export the results of a completed Assessment to see the details of each question response.
</Tip>

<Tip>
  **Tip:**
  If you include more than one question type in your auto-graded Assessment, only the multiple-choice and multiple-selection questions will be automatically graded. Paragraph and file upload questions won't be auto-graded or included in the total percentage completed.

  If you choose to create an Assessment that is automatically graded, the results will display a **Passed** status and a **Percentage** value for each Assessment submission. If your Assessment is not set to automatically grade each submission, all results will display as Passed.
</Tip>

**Automatically graded:**

<img alt="Automatically graded results" />

**Manually graded:**

<img alt="Manually graded results" />

## View Assessment results

To view the results of an Assessment:

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Click the **Title** of the [Assessment](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) you wish to view.
4. Select the **View Results** tab.
5. View each contact's responses by clicking their email address or by exporting the Assessment results:

<img alt="View Assessment results" />

## Export Assessment results

To export results in CSV format:

1. Open the **Contacts** tab from the Dashboard.
2. Select **Assessments**.
3. Click the title of the **Assessment** you wish to export.
4. Select the **View Results** tab.
5. Click the **Export** button at the top right of the page:

<img alt="Export Assessment results" />

Your exported Assessment results will be sent to the email associated with your Kajabi account. Check your email inbox for an email from our support team with the **Subject line** "Assessment results export completed!".

From that email, download your exported Assessment results (a CSV file) to see more details for each submission.

**Automatically graded:**

<img alt="Automatically graded export" />

**Manually graded:**

<img alt="Manually graded export" />

<Note>
  **Note:**
  Assessments inside **Courses** have been sunset. They may still appear in older accounts. [Quizzes](../../products/courses/course-quizzes) are available inside Courses and **Offers**' advanced functionality. Assessments may still be added to **Web Pages**.
</Note>


# Compare Quizzes and Assessments
Source: https://help.kajabi.com/articles/contacts/create-manage-and-share-assessments/what-is-the-difference-between-quizzes-and-assessments

Understand the differences between Assessments and Quizzes and when to use each.

Quizzes and Assessments serve different purposes in Kajabi. Quizzes are designed for testing student knowledge within Courses, while Assessments are marketing tools for your Website and Landing Pages.

## Quizzes

Quizzes can be used to test your students' understanding of your Course content, to let them submit files like worksheets or designs, or to simply gain insight into their experience with your Course.

[Learn more about Quizzes and how to add a Quiz to a Course.](../../products/courses/course-quizzes)

## Assessments

Assessments can be added to your Website and Landing Pages to assess your members' prior experience and knowledge, to survey your site visitors, or to gather data to help you better tailor your content. This can be a vital marketing tool to gain a better understanding of your audience and their needs.

[Learn more about Assessments and how to add an Assessment to your site.](../../website/pages/how-to-add-an-assessment-block)

<Note>
  **Note:** Assessments inside Courses have been sunset. This feature may still appear in older accounts. Quizzes are available inside Courses and offer advanced functionality. Assessments can still be added to Website Pages.
</Note>

## Grading options

Unlike Assessments, Quizzes offer a manual grading option for short-answer and file upload questions, as well as the capability to share feedback on the Quiz results.

While both Quizzes and Assessments can be configured as graded or non-graded, only graded Quizzes let you choose whether or not you want to set a passing grade percentage (this is mandatory for graded Assessments).


# Apply filters to the Contacts tab
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/apply-filters-to-your-contacts-tab

Create filters to better manage and organize contacts.

## Why use filters

Organize, manage, and search your list with filters.

Additionally, filters can help you build [Segments](/articles/contacts/manage-your-contacts/segment-your-contacts) to design personalized marketing and efficiently manage your list.

## Create filters

Add multiple filters, duplicate filters, and use the same filter more than once.

### Select filter criteria

* **Category**: a specific division available on Kajabi
* **Conditional**: dynamic requirements or conditions specific to the Category selected
* **Value**: the specified parameter for the Category and Conditional

### Filter the contact list to manage and organize contacts

1. Open the **Contacts** tab from your Kajabi Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**:

<div>
  <iframe />
</div>

After creating a Filter, click **Apply Filters** or add a filter to narrow your list even further.

[Learn more about each filter category](/articles/contacts/manage-your-contacts/defining-contacts-tab-filters).

If you wish to create a Segment with your Filter(s) simply click **Save as segment** after applying your filters. [Learn more about Segments](/articles/contacts/manage-your-contacts/segment-your-contacts).

<Note>
  **Note:** Create up to 10 filters.
</Note>

## Things to consider when applying filters

There are a few things to consider when applying filters to your Contacts tab, in order to obtain the most accurate filter results.

### Apply duplicate categories

* If multiple instances of a filter with the same category and conditional are applied, the duplicate instance will be omitted, regardless of any differences in values:

<img alt="B5857FE2-9559-420F-8C32-2B0151A16599.png" />

Instead, it is best to [use categories that allow you to select multiple values](#select-multiple-values).

### Select multiple values

* Depending on the selected Category, you may be able to select multiple values. For example, creating a Filter with the "Offer" or "Tags" Category allows you to select multiple Values to define the Filter:

<img alt="ED13CCBF-2E7A-4644-8270-B9502836FDA6.png" />

### Conditionals

* Applying a Filter for "Offer" with the Conditional, "Owns", functions as an "OR" statement, not as an "AND" statement:

<img alt="E26C1440-81C7-4068-92B6-7B01078FCB89.png" />

* Applying "Tags" with the Conditional, "Has any" or "Has all", functions as an AND statement when selecting multiple Tags for the Filter:

<img alt="271C26E4-4A8C-4EE8-8AF7-583CD16586F6.png" />

## Remove filters

To remove filter(s):

1. Click **Filter**.
2. Navigate to the right of your Filter and click the **Trash** icon.
3. Select **Remove**:

<div>
  <iframe />
</div>


# Export product purchase history by customer
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/can-i-export-a-history-of-all-products-bought-by-customer-and-date

Generate an Offers Sold Report showing which products were purchased by each customer and when.

Yes. You can generate an [Offers Sold Report](../../analytics/report-offers-sold) on Kajabi that will show you which of your Products were purchased by each of your customers and when.


# Export registrations for trainings and webinars
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/can-i-export-registrations-for-in-person-trainings-and-webinars-andor-sold-digital-courses-including-product-details-xlsx-or-json

Export Offers sold for in-person trainings and webinars via a CSV file.

Yes, you can export Offers sold for in Person Trainings and Webinars via a CSV file.


# Resubscribe an accidentally unsubscribed contact
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/can-i-resubscribe-a-contact-if-i-accidentally-unsubscribe-them

Recover contacts that were unsubscribed by accident using a Double Opt-in Form.

Accidentally unsubscribed a contact? Accidents happen. Here is how to recover unsubscribed contacts.

<div>
  <iframe />
</div>

## What does it mean to manually resubscribe

Subscribers are contacts that have provided the proper permissions expressing consent to receive your marketing emails. Manually resubscribing a contact after having unsubscribed may result in non-compliance with various electronic communication and/or data privacy laws. If your contact has been unintentionally unsubscribed, it is best to organically allow your contacts to resubscribe to your marketing emails with a Form Submission on your site.

Be sure to consult with legal counsel in your area to familiarize yourself and interpret the various email laws that may be applicable to you and your recipient's country/region before applying the information found in this guide.

<Note>
  **Note:** If a contact is unsubscribed from an [Email Sequence](../../marketing/email-campaigns/how-to-subscribe-contacts-to-an-email-sequence) and resubscribes, they will not receive any emails from the sequence. Our teams are actively working to resolve the issue.
</Note>

## Resubscribe unsubscribed contacts

To resubscribe a contact that may have been unsubscribed due to a typing error or a change in the email address, complete a Double Opt-in Form for your contact. Using a Double Opt-in Form will require your contact to confirm their desire to subscribe to your marketing emails and can help aid in staying compliant with email laws (see Disclaimer).

First, **[create a Double Opt-in Form](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in)** you wish to use to resubscribe unsubscribed contacts. Be sure to include any applicable [custom Fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form) to capture additional information associated with your contact(s).

After creating your Double Opt-in Form, complete the Form with your subscriber's correct information:

* Open the **Marketing** tab from the Dashboard.
* Click **Forms**.
* Select the Double Opt-in Form you created to resubscribe unsubscribed contacts.
* Click **Preview** in the top menu.
* Enter the correct contact information in the Form.
* Then, **Submit** the Form.

Because it is a Double Opt-in Form, your contact will be required to confirm their desire to subscribe by clicking **Confirm subscription** in the subscription confirmation email received in their email inbox:

<img alt="Important please confirm your subscription" />

If your contact does not wish to subscribe, they can choose to ignore the email received and remain unsubscribed.

The Double Opt-in Confirmation Email is an automated email sent by your site when double opt-in is enabled on a Form. Read [how to edit the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications) if you wish to customize the text included in your automated email. Locate the Double Opt-In Email to customize.

<Note>
  **Note:** If you [re-import](/articles/contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) a deleted contact, their previous information will not be restored. Attempting to resubscribe a contact by deleting and re-importing will require a double opt-in confirmation from the contact to resubscribe the deleted contact to your marketing emails.
</Note>

## Disclaimer

*This Article and other materials posted on our website is offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you or the emails you send through Kajabi. It is always best to be familiar with ALL opt-in, opt-out, email, and spam legislation that may be applicable to you and your recipient's country/region.*


# Link multiple learners to one customer account
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/can-multiple-learners-be-linked-to-one-customer-account

Each customer requires their own account to access purchased or granted goods and services.

No, each customer will need their own account to access their purchased/granted goods and services.


# Use Contact Preview
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/contact-preview-overview

Preview contacts and perform quick actions without leaving the filtered contact list.

The **Contact Preview** allows you to preview and perform quick actions without having to enter into the full Contact Profile page.

With this feature you can filter your list, view your contacts, and perform your most common actions without resetting your filtered list.

## Access the Contact Preview

### To access the Contact Preview

1. Open the **Contacts** tab from your Dashboard.
2. Select the **name** of your desired contact or customer.
3. Preview and perform [quick actions](#quick-actions) from the Contact Preview:

<img alt="Contact quick actions" />

## Customer contact preview vs. non-customer contact preview

The Contact Preview will provide different options depending on the type of contact you view. If you open the Contact Preview for a Customer you can perform more actions through the Contact Preview than you will find in the Contact Preview of a Non-Customer.

<img alt="Contact vs Member Drawer" />

### Customer contact preview

The Customer contact preview contains more information and quick actions compared to the Non-Customer contact preview as a result of their Customer status.

#### The Customer contact preview allows you to:

* Edit the contact details
* Send a reset password email to your customer
* Add tag(s)
* Grant an Offer
* Manually change your customer's password
* Add a note
* Hide the contact
* Delete the contact
* View the lifetime value of your customer
* Total Offers owned
* Total Products owned
* Last sign in date
* Number of total sign-ins
* Contact status
* [Email Marketing status](/articles/contacts/manage-your-contacts/what-does-the-subscription-status-mean)
* Date the contact was added to your site
* Opt-in status
* Any applicable tags

### Non-customer contact preview

The Non-Customer contact preview allows you to perform the applicable quick actions to your non-customer contact and provides an efficient method of viewing important contact information.

With the Non-Customer contact preview you can:

* Edit the contact details
* Add tag(s)
* Grant an Offer
* Add a note
* Hide the contact
* Delete the contact
* View Total Offers the contact ever owned
* Contact status
* [Email Marketing status](/articles/contacts/manage-your-contacts/what-does-the-subscription-status-mean)
* Date the contact was added to your site
* Opt-in status
* Any applicable tags

## Quick actions

With the Contact Preview you can perform quick actions:

* [Edit contact details](/articles/contacts/manage-your-contacts/how-to-edit-your-contacts-information)
* [Reset password](how-to-reset-your-customers-password#send-a-password-reset-email)
* [Add a tag](/articles/contacts/manage-your-contacts/tags-overview)
* [Grant an offer](../../sales/offers/how-to-grant-an-offer)
* [Change password](how-to-reset-your-customers-password#manually-change-password)
* Add a note
* Hide the contact
* Delete the contact


# Contact search improvements
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/contact-search-improvements

Upgraded contact search provides faster performance, especially for large contact lists.

<Note>
  **Note:** This feature is being released in phases to ensure stability across all accounts. If you do not see this improvement, then it has not been made available to your account yet. Check back at a later time to try the experience.
</Note>

Kajabi has upgraded how Contact Search works behind the scenes, providing significantly faster search performance, especially for users with large contact lists.

Here's what you need to know about what's changed, what you might notice, and why it matters for your business.

## What's different

You might not *see* anything different, but you'll *feel* it. Searches are now dramatically faster across the board:

* **For high-volume businesses:** Contact searches that used to take 60 seconds or more to load will now load in under **1 second**
* **For most Heroes:** Expect contact search times to drop from around **0.7 seconds to just 0.1 seconds**
* **Visual updates:** When filtering your search, a few of the email filters that previously used the terminology "All time" have been changed to "Within the last year"

## A quick note on timing

With faster searches comes a small but important change to how the system loads your search results to provide the quickest and best response possible.

What does that mean for you?

* When a contact is updated—by filling out a form, making a purchase, getting tagged, updating a custom field, etc.—**it can take up to \~10 seconds** for that update to show in your search results
* Most of the time, you won't notice this delay. Sometimes, hitting search again a few seconds later will show the change
* Occasionally, you might catch the update in real-time, depending on when the background refresh hits

**Bottom line:** If something looks off right after an update, try re-running the search. It'll likely resolve right away.

## Search filter visual updates

Previously, when using the Contact filters to adjust your search, there was an option for "all time". The "all-time" option has been changed to "365 days."

**Why the change?**

Most email activity that impacts your deliverability or audience health happens in the first year. This update keeps your filters focused on the most relevant, recent data—so you can make smarter decisions faster.

Behind the scenes, this also helps Kajabi improve search speed and reduce data load, which lays the groundwork for faster email performance and fewer system timeouts—especially as your contact list grows.

The following filters will show 365 days:

* **Email Activity** - Has hard bounced in the last year (Yes/No)
* **Marketing Status** - Hard Bounced
* **Marketing Status** - Marked Spam
* **Marketing Status** - Manually Unsubscribed
* **Marketing Status** - Opted Out

<img alt="Search filter updates" />

## What else changed

* **Improved result relevance.** Searches prioritize better matches. For example, searching "Anne" will surface *Anne Smith* before *Maryanne Jones*.
* **More results, smarter order.** You may see more entries returned, but the most relevant ones will be listed first.

## Noticed something off

If a filter seems off or someone should rank higher in the results, let us know. The system is constantly being refined, and your feedback helps make it better for every Hero.

[Contact our support team](https://help.kajabi.com/hc/en-us/p/contact-us).

## Why it matters

This update isn't just about faster searches, even though that's a huge win. It's a foundational step toward smarter, more scalable contact management for Heroes at every stage of business.

Less waiting. More doing.


# Understand contact usage limits
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/contact-usage-limits

Manage your account effectively and avoid interruptions by staying within contact usage limits.

Understanding your **contact usage limits** helps you manage your account effectively and avoid interruptions to your business.

## What happens when you approach the contact limit

If you reach 90% of your contact usage, you will see an in-app notification and banner upon login:

<img alt="Contact Limits notification at 90%" />

If you hit 100% of your contact usage, you will receive an email notification and an updated in-app banner upon login:

<img alt="Contact Limits notification at 100%" />

You will be given 30 days to update or remove your contacts before your account is locked. After the 30-day grace period, you will be unable to access your account and will be required to upgrade to a higher plan or reach out to our support team to help you delete contacts.

## What happens when an account is locked

After the 30-day grace period, you will be unable to access your account and will be required to upgrade to a higher plan or reach out to our support team to help you delete contacts. During this time you will be able to log into your account but only to use the Account Settings pages to upgrade.

<Warning>
  **Important:** Your customers' user experience will not change. They will still be able to engage with your website, emails, automations, courses, etc.
</Warning>

## Make room for contacts

### Upgrade

If at any point you choose to upgrade your plan, you can upgrade your account through your Account Settings. [Learn more](../../account-settings/billing/manage-your-subscription).

Choose the plan that best fits your growing business needs.

### Delete contacts

Don't want to change your plan? Consider removing contacts that are:

1. Not customers
2. Are unsubscribed
3. And not added in the last 60 days

<img alt="Delete contacts filter example" />

Additionally, it is always a good idea to remove inactive, unsubscribed, or bounced contacts to make room for contacts.

[Learn to delete contacts](/articles/contacts/manage-your-contacts/how-to-delete-a-contact).


# Explore the Contacts tab
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/contacts-tab-overview

Use the Contacts tab as a built-in CRM to view, organize, and manage contact information on Kajabi.

The **Contacts** tab is your organizational tool to help you manage the information for your contacts.

The Contacts tab is your built-in Customer Relationship Management System (CRM) on Kajabi.

With Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts.

Within the Contacts tab you can manage existing contacts with Segments and Filters and add contacts to your site.

<img alt="Contacts tab overview" />

<Note>
  **Note:** Looking to add contacts to your site? [Learn to import contacts](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi).
</Note>

## Manage contacts

Before diving into managing your contacts with the various actions available in the Contacts tab, here is an overview of the contacts, customers, and subscribers that make up the Contacts tab.

## Contacts, customers, and subscribers

### Contacts

**Contacts** include any person in your Contacts tab. This may include contacts that have subscribed, unsubscribed, purchased an Offer, or have been granted an Offer.

For each contact added to your site, you can learn more by clicking into their [Contacts Profile](../../contacts/manage-your-contacts/how-to-manage-your-contacts-profiles).

### Customers

A **Customer** is a user or contact that has completed a purchase or has been granted an Offer on your site.

Customers can be identified in your Contacts tab by the checkmark next to their name:

<img alt="Customer checkmark" />

### Subscribers

A **Subscriber** is a user or contact that has provided consent to receive your [marketing emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails). Subscribers can be added to your site through a [Form submission](https://help.kajabi.com/hc/en-us/articles/360037456154) or [imported onto your site](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi).

This is where your contacts can overlap. Customers of your site may also be considered a Subscriber if they are subscribed to receive your marketing emails. In the same way, Subscribers may be Customers if they have access to your Offer(s).

Although Subscribers may also be Customers of your site, Subscribers are not required to be Customers to receive marketing emails.

As long as the Subscriber has provided the proper permissions to receive marketing emails, they are considered Subscribers.

[Learn more about the difference between contact types](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).

### Segments

**Segments** allow you to design personalized marketing and efficiently manage your list.

Customize your Segments with Filters to best fit your business with a variety of Filter combinations.

[Learn more about Segmenting](../../contacts/manage-your-contacts/segment-your-contacts).

### Filters

Use **Filters** to build segments and narrow your list.

With Kajabi, you get access to a library of filters to better organize and narrow your list of contacts by their specific information or activity on your site.

#### Filter categories

* Assessment Filters
* Contact Filters
* Coupon Filters
* Custom Field Filters
* Default Field Filters
* Email Activity Filters
* Email Broadcast Filters
* Email Engagement Filters
* Email Sequence Filters
* Event Filters
* Form Filters
* Marketing Status Filters
* Member Filters
* Offer Filters
* Product Filters
* Tag Filters

Within each Filter Category, you have the ability to select the exact filter you wish to apply to your list.

Open your Contacts tab, click **Filters** and begin filtering your list.

[Learn more about each filter](../../contacts/manage-your-contacts/defining-contacts-tab-filters).

### Bulk actions

**Bulk actions** help you perform various actions to multiple contacts to help streamline your processes.

This list of bulk actions include actions from applying a tag to subscribing to an email sequence.

[Learn more about bulk actions](../../contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab).

## Manage Tags

Your Contacts tab houses all the **Tags** you have created on your site and allows you to create additional tags:

<img alt="Manage tags" />

Notice a pattern in the Contacts tab? Just as filters and segments help you organize your list, Tags are a powerful tool for efficiently managing your contacts.

[Learn to utilize Tags to organize and categorize your list](../../contacts/manage-your-contacts/tags-overview).


# Create a custom affiliate signup page
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/create-a-custom-affiliate-signup-page

Design a custom affiliate onboarding page using Kajabi Pages while capturing registrations.

Although the **Affiliate Signup Page** is not customizable, you can design a custom page with [Kajabi Pages](../../website/pages/pages-explained) to include your desired affiliate onboarding content. With your custom page, include your **Affiliate Signup Link** to capture affiliate registrations while customizing their onboarding experience.

<Note>
  **Note:** The Affiliate Program is only available with Growth and Pro Plans. See the [Kajabi Pricing page](https://kajabi.com/pricing) for the features included with each plan.
</Note>

## Affiliate signup page

The **Affiliate Signup Page** is used for the main purpose of recording and tracking affiliate registrations and cannot be customized. This page can be accessed by simply sharing the **Affiliate Signup Link**:

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Locate the **Affiliate Signup Link**.
4. Click **Copy**.

Sharing this direct link will display your Affiliate Signup Page:

<img alt="Affiliate Signup Page" />

<Note>
  **Note:** This page will only display if you have enabled [Affiliate Registrations](../../sales/affiliates/manage-your-affiliates#affiliate-registrations).
</Note>

## Copy the unique affiliate signup link

To get started building your custom Affiliate Page, first copy your unique **Affiliate Signup Link**:

1. Open the **Sales** tab from the Dashboard.
2. Click **Affiliates.**
3. Then, click **Copy** next to your unique Affiliate Signup Link:

<img alt="Copy Affiliate Signup Link" />

## Create a landing page

Now that you have copied your Affiliate Signup Link, generate your custom **Page**:

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Click **Landing** for Landing Pages.
4. Navigate to the top right corner.
5. Click **+ New Page**.
6. From there, select a Template that best fits your vision for your Affiliate Page:

<div>
  <iframe />
</div>

By building your Affiliate Center with a custom Page, you gain full design flexibility to create a unique onboarding experience for your affiliates.

## Create a call to action with the affiliate signup link

In your Page, design your custom **Affiliate Signup Page** according to your brand and vision.

To capture registrations in your Affiliate Dashboard, be sure to connect your Affiliate Signup Link to your Page.

Create a **Call to Action** in your custom Page to create this connection:

1. In your desired Page Editor, click the Section you want to edit or [create a Section](../../website/pages/add-sections-to-your-pages).
2. Then, navigate to the sidebar panel.
3. Click **Add Content**.
4. Then, select **Call to Action**.
5. In the sidebar, locate **Button Action**.
6. Select **Go to a URL**.

<div>
  <iframe />
</div>

7. In the field below the dropdown, paste in your unique Affiliate Signup Link copied in the previous step.
8. Then, [customize your Call to Action](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) appearance.
9. Be sure to click **Save** to keep your changes.

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).

  The steps to creating a Call to Action is a recommended method, but is not required to link your Affiliate Signup Link. Kajabi Pages gives you the flexibility to design your Page according to your vision with a variety of [Blocks](../../website/pages/add-blocks-to-your-page#block-types) and [Sections](../../website/pages/add-sections-to-your-pages) that can link your visitors to your Affiliate Signup Link.

  Experiment with the different Blocks and Sections to design a Page that best fits your vision. See [Kajabi Pages](../../website/pages/pages-explained) for details.
</Note>


# Update customer settings
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/customer-update-of-customer-settings

Customers can update their account information, email preferences, billing, and password from their settings.

Your customers can update their own information, including email preferences, contact information, billing information, Tax ID, and password by logging into their account to access their **Customer Settings**.

## Access customer settings

1. After logging in, the customer must click their **Avatar** in the top right corner of the page.
2. Select **Settings** from the dropdown.
3. Here, they can edit their information:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Customers can also access their Settings through their mobile device by following the same steps as shown above. However, a mobile user will not be able to access these settings if the [user menu is removed from the Library page header](../../website/pages/how-to-add-a-user-menu-to-your-page-header).
</Note>

## Customer settings descriptions

### Contact Information

When your customers update their **Contact Information**, the changes automatically synchronize across your contacts and update their **Receipt** details, including receipts for previous transactions.

* **Full Name**
* **Email**
* **Tax ID**
* **Address**
* **Note**

### Profile Settings

Profile Settings include:

* **Timezone**
* **Notification Preferences**
* **Upload** and **change their Avatar image** (i.e., User Menu Icon)

### Social Profile

Social Profile settings are displayed publicly in your Community and customers can also choose to share it in your customer directory.

* **Bio**
* **Location**
* **Social media links** (Facebook, Instagram, Twitter)
* **Share profile information with other members** toggle

<Note>
  **Note:**
  Your customers can choose to opt-in to your customer directory and include their social links with their social profile only if your website pages were built using the [Website Builder](../../website/pages/customizing-your-website-pages-with-the-website-builder).
</Note>

### Password

Your customer may also update their **Password** in Customer Settings.

## Customer billing information

Your customers may:

* View and update their **Credit Card** Information
* View or cancel their **Active Subscriptions** if enabled:

<img alt="Billing Info.png" />

See [enable customer subscription cancellations](../../contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations) for more details.

<Note>
  **Note:**
  If a customer has an active subscription from a payment processor that you have [detached](../../api-integrations/payment-integrations/detach-stripe-and-paypal-from-kajabi) from Kajabi, the Billing Information section will not be visible or accessible.

  Your customers will no longer have the ability to cancel or update their cards if their active subscription was processed through a detached payment processor (i.e., detached PayPal or Stripe). Instead, you will need to [manually cancel or remove their cards from Kajabi](../../contacts/manage-your-contacts/how-to-manage-your-contacts-profiles) or Stripe.
</Note>

## Customer purchase history

Your customer can view all the **Offers** they have purchased and the **Products** they have been [granted access](../../sales/offers/how-to-grant-an-offer) to.

They can also view and download their **Receipts**:

<img alt="Help_Center.jpg" />

<Note>
  **Note:**
  When a customer updates their Contact Information, the changes will automatically synchronize and update their Receipt details, including Receipts for previous transactions.
</Note>


# Contacts tab filters
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/defining-contacts-tab-filters

Use filters to narrow contact results and create segments.

The **Contacts** tab is a powerful organizational tool to help you manage the information for your contacts. In other words, the **Contacts** tab is your built-in Customer Relationship Management System (CRM) on Kajabi.

[Learn more about the Contacts tab](/articles/contacts/manage-your-contacts/contacts-tab-overview).

In Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts. Within the **Contacts** tab, you can manage existing contacts with Segments and Filters, and add contacts to your site.

Filters help you narrow down your list by various topics or categories. This is a great way to manage contact accounts and create Segments.

[Learn about Segments](/articles/contacts/manage-your-contacts/segment-your-contacts).

## Use filters

To filter your list:

1. Open the **Contacts** tab from the Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**.
4. If desired, you can add additional filters to further narrow your results by clicking **+Add filter**.
5. Remove any filter by clicking the **trash can**.
6. Click **Apply Filters** to see your results.

* **Category**: A specific division or category on Kajabi (e.g., Email Activity)
* **Conditional**: Dynamic requirements or conditions specific to the category selected
* **Value**: The specified parameter for the Category and Conditional

<Frame>
  <img alt="Contact Filters" />
</Frame>

## Available filter categories

| Assessment     | Email Activity   | Forms            | Tags |
| -------------- | ---------------- | ---------------- | ---- |
| Contacts       | Email Broadcast  | Marketing Status |      |
| Coupon         | Email Engagement | Customers        |      |
| Custom Fields  | Email Sequence   | Offers           |      |
| Default Fields | Events           | Products         |      |

## Assessment

[Learn more about Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments).

**Available Conditional settings:**

* Completed
* Passed
* Failed

[Learn how to enable automatic grading](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments#h_32f6706b-f7a5-48b9-aa9b-bc145daacdcf).

The Value will be any Assessment(s) you have created.

## Contacts

[Learn more about Contacts](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).

**Available Conditional settings:**

* Contact was added
* Contact was not added
* Contact is [hidden](/articles/contacts/manage-your-contacts/hiding-your-contacts)

Then, specify the date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days

## Coupon

[Learn more about creating Coupons](../../sales/coupons/how-to-create-a-coupon).

**Available Conditional settings:**

* Coupon used

The Value will be any Coupon(s) you have created.

## Custom Fields

[Learn how to create form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form).

**Available Conditional settings:**\
Any custom fields created on your site.

Then, specify a Value for the selected custom field.

## Default Fields

See results specific to your default form fields. [Learn more about form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form).

**Available Conditional settings:**

* Name contains
* Email contains
* Phone number contains
* Address contains
* Address line 2 contains
* City contains
* State contains
* Country contains
* Zip code contains

Then, specify a Value for the selected default field.

## Email Activity

[Learn more about email deliverability](../../marketing/email-campaigns/demystifying-email-deliverability).

**Available Conditional settings:**

* Was delivered
* Was not sent
* Was opened
* Was not opened
* Was [clicked](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Was not clicked
* Has a hard-bounced delivery
* [Excluded from mailing](/articles/contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list)

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days

## Email Broadcast

Learn more about Email Broadcasts.

**Available Conditional settings:**

* Was sent
* Was not sent
* Was [opened](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Was not opened
* Has [clicked](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Has not clicked
* [Has bounced](/articles/contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list)
* Has not [bounced](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* Has [dropped](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQCE5WM1WJFFEBRC0AFNXG)

The Value will be any broadcast email(s) you have sent.

## Email Engagement

[Learn best practices for growing and maintaining a healthy contact list](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).

**Available Conditional settings:**

* Healthy Contacts
* Passive Contacts
* Unengaged Contacts
* Inactive Contacts

\
Then, select one of two Values:

* Include email open data
* Exclude email open data

## Email Sequence

[Learn how to subscribe contacts to an email sequence](../../marketing/email-campaigns/how-to-subscribe-contacts-to-an-email-sequence).

**Available Conditional settings:**

* Subscribed to
* Not subscribed to

The Value will be any Email Sequence(s) you have created.

## Events

[Learn more about Events](../../marketing/events/event-overview).

**Available Conditional settings:**

* Registered to
* Not registered to

The Value will be any Event(s) you have created.

## Forms

[Learn more about Forms](../../marketing/forms/create-and-build-your-form).

**Available Conditional settings:**

* Submitted
* Not submitted

The Value will be any Form(s) you have created.

## Marketing Status

[Learn more about marketing emails and transactional emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

[Learn more about subscription status](/articles/contacts/manage-your-contacts/what-does-the-subscription-status-mean).

**Available Conditional settings:**

* Subscribed
* Hard bounced
* Marked spam
* Manually unsubscribed
* Unsubscribed
* Opted out
* Never subscribed

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days
* All time

## Customers

[Learn more about customers](what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-a-member).

**Available Conditional settings:**

* Customer was [active](what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-considered-an-active-member)
* Customer was not active
* Customer joined in last
* Is a customer

Then, specify a date range as the Value:

* 7 Days
* 15 Days
* 30 Days
* 60 Days
* 90 Days
* All time

## Offers

[Learn more about Offers](../../sales/offers/offers-overview).

**Available Conditional settings:**

* Owns
* Does not own
* Previously owned
* Canceling

The Value will be any Offer(s) you have created.

## Products

[Learn how to create digital Products](../../products/courses/courses-overview).

**Available Conditional settings:**

* Has
* Does not have
* Previously owned

The Value will be any Product(s) you have created.

## Tags

[Learn how to use Tags](/articles/contacts/manage-your-contacts/tags-overview).

**Available Conditional settings:**

* Has any
* Has all
* Does not have

The Value will be any Tag(s) you have created.


# Understand comment retention after revoking access
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/do-comments-in-a-product-remain-for-customers-that-have-their-offer-access-revoked

Customer comments in a Product remain unless the contact or comment is manually deleted.

Comments in a Product made by a customer will remain unless the contact or the comment is deleted.

If you [revoke access to an Offer](../../contacts/manage-your-contacts/revoke-product-access-from-a-customer) for the customer, their comments will still remain in the Product unless deleted.

[Learn to manage comments](../../products/courses/how-to-manage-course-comments).


# Understand single sign-on (SSO) support
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/does-the-system-use-single-sign-on-sso

Kajabi does not currently support single sign-on (SSO).

Currently, Kajabi does not support Single Sign On (SSO).


# Email and contact list enhancement FAQs
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/email-contact-list-enhancement-faqs

Answers to common questions about email and contact list enhancements to improve deliverability.

Have questions about the improvements being made to your email and contact list? Below are the answers to the most common questions about email and contact list enhancements.

## Upcoming changes

Improvements and features are being added to improve your contact list management and boost your email deliverability.

These ensure you have innovative email tools with much-needed protection, reliability, and stability.

These improvements have one simple goal: helping you get more of your emails in more inboxes.

### Summary of changes

* Filter out high-risk contacts during import
* Understand the risk levels of your contacts
* Use reCAPTCHA to prevent abuse
* Protect your lists from suspicious activity
* Identify and exclude inactive contacts from email sending
* Automate spam trap detection
* Operational enhancements for transactional emails

[Learn more about the email and contact list enhancements on the Kajabi blog.](https://kajabi.com/blog/email-deliverability-product-improvements)

## Overall changes FAQs

### How do all these changes benefit me?

These changes and investments are being made because of the important role email plays in helping your business thrive.

Specifically, this set of updates and enhancements to the contact list and deliverability functions of the platform will result in more of your emails in more of your contacts' inboxes.

### Are my contacts being unsubscribed?

No, your contacts are not being unsubscribed as part of this process.

### Do I have to delete my contact list?

No, you will not have to delete your contact list.

However, it is good practice to clean your list regularly.

Kajabi will help you maintain a healthy mailing list by identifying and informing you of any action steps for inactive or high-risk contacts.

[Learn the best practices for growing and maintaining a healthy mailing list.](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)

### Can I opt-out of these changes?

No, these updates are being put in place to strengthen your email deliverability.

With these updates in place, you'll have a higher and more consistent sending reputation.

## Stronger contact import validation

Email validation processes are being enhanced to improve email deliverability and performance.

[Learn more about email address validation.](../../contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list)

### How will this affect me during the import process?

You may notice that certain contacts do not successfully import.

This is because they are identified as high-risk contacts that may be detrimental to your email deliverability and sender reputation.

If a specific contact is identified as a high-risk contact you will receive an email notifying you of the specific contact and the reason they were not successfully imported.

### Will current contacts be affected by the validation process?

Your current contacts will remain on your list. However, with the latest updates, Kajabi will analyze your contacts and flag high-risk and inactive email addresses and exclude them from receiving your marketing emails. [Learn more about email address validation and contact exclusion.](../../contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list)

If a high-risk contact is added to your site, but they visibly engage with your emails they will not be excluded from receiving your marketing emails.

## Use reCAPTCHA to prevent abuse

### What is a reCAPTCHA?

The reCAPTCHA is a Google service that will limit automated abuse by protecting your contact lists and business from bots.

Rather than the manual approach of checking boxes with certain images in them, the invisible reCAPTCHA is only invoked when it detects malicious traffic.

### How will reCAPTCHA impact current Forms?

reCAPTCHA has been added to your **Form Settings** to allow you to activate or deactivate reCAPTCHA on Forms that do not use Double Opt-In.

[Learn how reCAPTCHA can help you maintain a healthy mailing list.](../../contacts/manage-your-contacts/how-recaptcha-helps-you-maintain-a-healthy-mailing-list)

### Do I need to add the reCAPTCHA to Forms myself or will they automatically appear?

Your Forms can include a reCAPTCHA if you enable the setting in your **Form Settings**. This will ensure that any Forms that do not use Double Opt-In activate reCAPTCHA if necessary.

[Learn how to activate and deactivate reCAPTCHA.](../../contacts/manage-your-contacts/how-recaptcha-helps-you-maintain-a-healthy-mailing-list)

### Can I disable reCAPTCHA on Forms?

Yes, reCAPTCHA will be available in your **Form Settings** which will allow you to turn it on and off as desired.

[Learn how to activate and deactivate reCAPTCHA.](../../contacts/manage-your-contacts/how-recaptcha-helps-you-maintain-a-healthy-mailing-list)

The reCAPTCHA on opt-in Forms is quickly becoming the industry standard and implementation is being actively informed by your feedback.

For those not interested in reCAPTCHA, you will still have the option to enable double opt-in functionality instead and deactivate reCAPTCHA from your Forms.

[Learn to set up double opt-in on a form.](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in)

### Is my integration affected?

For Forms associated with a third-party integration, the reCAPTCHA will not be affected.

If you are integrated with Zapier, your Zaps will work as intended.

Additional security enhancements are being developed for the future.

## Rate limiting for Forms

### What is rate limiting?

Rate limiting is used to control the rate of web pages that may be requested or submitted by any one person or bot.

### How will this protect me?

Rate limiting can be used to prevent DoS attacks, bots, and limit web scraping.

This will ensure that your forms are protected from bots that attempt to mass submit emails to your site.

## Identify and exclude inactive contacts from email sends

To help improve deliverability, a filtration process is being created to identify and exclude inactive contacts from receiving your marketing emails.

### How do I get contacts off of a suppression?

The team is working on ways for you to re-engage your contacts with an opt-in.

### Will these contacts be suppressed from receiving both transactional and marketing emails?

These specific changes will only impact your marketing email sends.

[Learn more about transactional and marketing emails.](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails)

### How will this impact deliverability?

Identifying and excluding inactive contacts from receiving your marketing emails will help preserve your email deliverability rates to ensure that more of your emails consistently land in your recipients' inboxes.

Sending emails to inactive contacts (contacts that do not open or click your emails) can be detrimental to your email deliverability and sender reputation.

This can put you at risk of being flagged for spam and can result in more emails landing in your recipients' spam folder.

[Learn about sender reputation.](../../marketing/email-campaigns/sender-reputation-guide)

### How are inactive contacts defined?

The engineering team is focused on the precise technical definition for inactive contacts and will share an update once the explicit definition and timing of the feature are in place.

### Will contacts be opted out as a result?

Contacts will not be unsubscribed.

Contacts that are marked as inactive will be excluded from your email sends to keep your [sending reputation](../../marketing/email-campaigns/sender-reputation-guide) high.

### What am I supposed to do with inactive contacts?

Capabilities are being developed to help you safely re-engage and reconfirm opt-in status with your inactive contacts.

## Automated detection of spam traps

### What are spam traps?

Spam traps are email addresses that are created or obtained by spam monitoring organizations to lure and identify senders of unwanted emails.

[Learn more about spam traps.](../../marketing/email-campaigns/spam-traps-what-are-they-and-how-to-avoid-them)

### How will I know if my account has violated too many spam traps?

Our support team will reach out to Heroes who run the risk of too frequently violating spam traps with specific remediation steps.

## Operational enhancements for transactional emails

### What actual work is being done to enhance and protect transactional emails?

The multiple types of transactional emails sent on your behalf are being distinguished, and improved transactional sending domain management is being introduced.

### How does this benefit me?

This will provide a better architecture and protection for your transactional emails to ensure that your most critical messages reach your recipients.

## Additional support

* [Demystifying email deliverability](../../marketing/email-campaigns/demystifying-email-deliverability)
* [Best practices for growing and maintaining contact lists](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)
* [Email metrics overview](../../marketing/email-campaigns/email-metrics-overview)
* [Manage and edit existing email campaigns](../../marketing/email-campaigns/how-to-manage-and-edit-existing-email-campaigns)


# Enable and disable subscription self-cancellations
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations

Control whether customers can cancel their own subscriptions from your site.

Take full control of subscriptions by enabling or disabling customers' ability to self-cancel from your site.

<Note>
  **Note:** The ability to self-cancel subscriptions only applies to subscriptions, not payment plans.
</Note>

## Disable subscription cancellations

If you wish to remove customers' ability to self-cancel their subscriptions, disable Subscription Cancellations in the Customer Payments setting:

1. Open the **Settings** tab from your Dashboard.
2. Click **Customer Payments**.
3. Uncheck the box labeled "Enable customers to self-cancel their subscriptions"
4. Optional step: Include **Cancellation instructions** directing customers on how to cancel.
5. Click **Save** to keep your changes:

### View the disabled setting as a customer

If you disable customers' ability to self-cancel their recurring subscriptions, they will see your cancellation instructions directly below the Active Subscriptions section of their Billing Info.

<img alt="Customer cancellation instructions" />

## Enable subscription cancellations

Although we wish they didn't, subscription cancellations happen. Show your customers how to cancel their subscription from your site.

### Enable the subscription cancellations

1. Open the **Settings** tab from your Dashboard.
2. Click **Customer Payments** under the Site Settings header.
3. Check the box labeled "Enable customers to self-cancel their subscriptions"
4. By default, Kajabi enables **two-step cancellation**. You can disable two-step cancellation by toggling it off.

<img alt="Subscription cancellation settings" />

<Note>
  **Note:** Some jurisdictions do not allow two-step cancellation. Verify laws in your region before proceeding with two-step cancellation.
</Note>

5. Add a **personal message** to acknowledge your customers and give them a reason to reconsider, or use the default message provided.
6. Create up to 8 **cancellation reasons** for cancelling customers to choose from, or use the set of default cancellation reasons provided.
   * This allows you to better understand why customers are cancelling and adjust for better retention
   * List one cancellation reason per line
   * Click **View cancellation report** to review your customer feedback
7. Click **Save** to keep and apply your changes:

### Customers cancel their subscription

Now, your customers can manually cancel their subscription from their account:

1. A customer will log in to their account.
2. Click on their Avatar from the page header.
3. Select **Settings** from the dropdown.
4. Click **Billing**:

Depending on the Offer they wish to cancel and the payment method used to purchase the Offer, they can cancel their subscription:

* Kajabi Payments
* Stripe
* Paypal

### Kajabi Payments / Stripe

1. On the **Billing** page, customers can click the 3 dots \[...] next to the subscription they wish to cancel.
2. Then click **Cancel subscription**, after which they will be shown the personal message and cancellation reasons you set previously.

<img alt="Cancel subscription option" />

<Note>
  **Note:** This confirmation screen will appear differently depending on whether you have two-step cancellation turned on or not. No matter your choice, cancelling customers are always shown your personal message and cancellation reasons.
</Note>

Once confirmed, they will lose access to their Offer Subscription at the end of the current billing cycle.

### PayPal

1. Click **Cancel subscription** next to the PayPal subscription.
2. They will be shown the personal message and cancellation reasons you set previously.

<Note>
  **Note:** This confirmation screen will appear differently depending on whether you have two-step cancellation turned on or not. No matter your choice, cancelling customers are always shown your personal message and cancellation reasons.
</Note>

3. They then click **Continue to Paypal** to be redirected to their PayPal account. If your customer is not logged in, they will be prompted to log in to their PayPal account.
4. Once logged into PayPal, customers can select the merchant whose agreement they want to cancel.
5. Click the **Cancel** button.
6. Confirm their wish to cancel and click **Cancel Automatic Payments**.

Once confirmed, their subscription payments will be inactive and you will no longer receive payments for the subscription.

### After customers cancel their subscription

After your customer cancels their subscription, they will lose access to their Offer Subscription at the end of the current billing cycle.

Your customer can view their canceled subscription and access end date in their Billing Information:

<Info>
  **Disclaimer:** This article and other materials posted on our website are offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you and your business. It is always best to be familiar with ALL laws, rules, regulations, and legislation that may be applicable to you and your recipients' country/region.
</Info>


# Format a CSV for contact imports
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/having-issues-formatting-a-csv-for-contact-imports

Resolve CSV import errors by converting the file to UTF-8 encoding in Excel or Numbers.

Receiving an error when importing contacts with a CSV? Find out why you may receive this error and how you can ensure that your CSV is formatted properly when importing your contacts to Kajabi.

## Understand the error

The Import Importer Tool requires .csv files to conform to the **UTF-8** standards in order for them to be parsed accurately by the system.

The most common reason for this error is if a non-UTF-8 character such as "**Å**" is present in the .csv file. To successfully upload your .csv file, you will need to open your .csv file and change the file type.

This process will look different depending on the program you are using, so the steps below cover both **Excel** and **Numbers**.

## Format in Windows

1. Open your .csv in **Excel**.

<Note>
  **Note:** If you use a different spreadsheet program, check their support documentation for instructions on how to download as a CSV UTF-8.
</Note>

2. Select **File** and click **Save As**.
3. From the file type dropdown, select **CSV UTF-8 (Comma delimited (\*.csv)**.
4. Click **Save**.

<div>
  <iframe />
</div>

## Format in macOS

1. Open your .csv in **Numbers**.
2. Select **File**.
3. Hover over **Export To** and select .csv.
4. In the export options, select **Advanced Options**, and specify **Unicode (UTF-8)**. If there is another .csv export option shown, click into the dropdown and choose **Unicode (UTF-8)**.
5. Confirm by selecting **Export** on the following screen.

<div>
  <iframe />
</div>


# Hide contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/hiding-your-contacts

Declutter the Contacts tab by hiding contacts you don't need to see regularly.

If your contact list feels too cluttered, you can hide contacts from your **Contacts** tab to keep things organized.

<div>
  <iframe />
</div>

## Hide a contact

1. Open the **Contacts** tab from the Dashboard.
2. Locate the contact you wish to hide.
3. Click the name of the contact.
4. Open the `…` icon to access **More Actions**.
5. Select **Hide**:

<div>
  <iframe />
</div>

## Understand what hiding does

Hiding a contact or member simply hides them from view in your **Contacts** tab.

Filtering or segmenting your contacts will not display hidden contacts, but searching with their contact information (such as name or email) will display the hidden contact:

<div>
  <iframe />
</div>

## FAQs

### Can hidden contacts receive marketing emails?

Yes, if your hidden contact is a subscriber and you include them in your mailing list, the contact can receive your marketing emails.

Learn about [subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-a-contact) for more details.

### Can hidden customers access their Library with purchased Products?

Yes, if your hidden contact is a member they will be able to log in to their Library to access their purchased Products.

Learn about [customers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber#what-is-a-member) for more details.

### Can hidden contacts leave comments?

Yes, hidden contacts will have the same comment functionality as visible contacts depending on how you have set up your comments in your digital Products.

Learn to [manage comments](../../products/courses/how-to-manage-course-comments) for more details.


# Maintain a healthy mailing list with auto unsubscribe
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list

Auto unsubscribe removes Hard Bounced and Complained contacts to improve deliverability and ensure content reaches inboxes.

Kajabi helps you nurture a healthy contact list by **automatically unsubscribing** Hard Bounced and Complained contacts. The next time you send an email, you can feel confident knowing it will reach its intended destination. Auto unsubscribe improves your deliverability and ensures that your content reaches your subscriber's inbox.

## Understand auto unsubscribing

First, review what a Hard Bounced and Complained email means.

**Hard Bounces** (permanent failures) can occur if:

* The email address no longer exists
* The email address is invalid
* The domain doesn't exist

**Complained** emails are reported when a recipient marks an email campaign as spam.

Kajabi helps you with your [Hard Bounced and Complained Emails](../../marketing/email-campaigns/email-metrics-overview) by automatically unsubscribing the email address from your **Contacts** tab.

If a contact consistently hard bounces on the same site within a 4-day period (at least twice) Kajabi automatically unsubscribes the email address from your **Contacts** tab.

Unsubscribing contacts that have Hard Bounced or Complained reduces future bounce rates, helps maintain a good sender reputation, and helps you keep your contact list clean.

Learn more about [sender reputation](../../marketing/email-campaigns/sender-reputation-guide) for details.

Although the contact has been unsubscribed, you can still view the contact and even resubscribe them if needed. This ensures that a Hard Bounce from an email address does not occur the next time you send a marketing email.

## Review a contact list

Review your list and learn more about the subscription status of your contacts.

### Subscription status

View your contacts' subscription status and locate the contacts that have never subscribed, are subscribed, and have unsubscribed.

Included with the Unsubscribed status is the action that triggered the unsubscribe:

* **Bounced**: If a contact is determined to be permanently undeliverable, the contact is automatically unsubscribed.

<Note>
  **Note:**
  You may encounter contacts in your hard bounced segment that remain subscribed. Your contacts will remain subscribed unless they are determined to be permanently undeliverable. As such, contacts may not be unsubscribed immediately upon a hard bounce.
</Note>

* **Manual Unsubscribe**: You or one of your authorized users unsubscribed the contact. Or the contact manually unsubscribed from your email marketing by updating their [email preferences](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences) from their account.
* **Opted out**: Contact opted out from receiving your marketing emails by clicking unsubscribe in the footer of the email received.
* **Marked spam**: Contact marked the email as spam in their inbox.
* **Never Subscribed**: Contact [added to the Contacts tab](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) without subscribing to marketing emails.

### Contacts view

1. Open the **Contacts** tab from the Dashboard.
2. Click through the Segments in the top menu and filter your contacts.
3. Locate the **Subscription Status** column to quickly view your contact subscription status.

<img alt="E86A95B7-0790-4C84-ADFB-E3AFF9CBDCAD.png" />

### Contact info view

1. Open the **Contacts** tab from the Dashboard.
2. Search for the contact you wish to view.
3. Select your contact.
4. Open the **Info** tab.
5. Locate the **Subscription Info** header:

<img alt="0997A067-BAD3-45B7-9ED0-80C1E850746B.png" />

## Resubscribe unsubscribed contacts

As you maintain and review your **Contacts** tab, you may find emails that have been mistakenly unsubscribed due to a typing error when entering the email address, or a contact may have changed their email address.

To resubscribe a contact that may have been unsubscribed due to a typing error or a change in email address, complete a Double Opt-in Form for your contact. Using a Double Opt-in Form will require your contact to confirm their desire to subscribe to your marketing emails and can help aid in staying compliant with email laws (see Disclaimer).

If your customer wishes to resubscribe to your marketing emails from their account, read [update email preferences](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences).

First, [create a Double Opt-in Form](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in) to resubscribe unsubscribed contacts. Be sure to include any applicable [custom fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form) to capture additional information associated with your contact(s).

After creating your Double Opt-in Form, complete the form with your subscriber's correct information:

1. Open the **Marketing** tab from the Dashboard.
2. Click **Forms**.
3. Select the Double Opt-in Form you created to resubscribe unsubscribed contacts.
4. Click **Preview** in the top menu.
5. Enter the correct contact information in the form.
6. Then, **Submit** the form.

Because it is a Double Opt-in Form, your contact will need to confirm their desire to subscribe by clicking **Confirm subscription** in the subscription confirmation email received in their email inbox:

<img alt="Important__please_confirm_your_subscription_-kayla_maier_kajabi_com-_Kajabi__LLC_Mail_🔊.png" />

If your contact does not wish to subscribe, they can choose to ignore the email received and remain unsubscribed.

The Double Opt-in Confirmation Email is an automated email sent by your site when the double opt-in is enabled on a form. Read [edit automated email notifications](../../account-settings/notifications/edit-automated-email-notifications) if you wish to customize the text included in your automated email. Locate the Double Opt-In Email to customize.

<Info>
  **Disclaimer:** Manually resubscribing a contact after having unsubscribed may result in non-compliance with various electronic communication and/or data privacy laws. If your contact has been unintentionally unsubscribed, it is best to organically allow your contacts to resubscribe to your marketing emails with a form submission on your site. This article and other materials posted on our website is offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you or the emails you send through Kajabi. It is always best to be familiar with ALL opt-in, opt-out, email, and spam legislation that may be applicable to you and your recipient's country/region.
</Info>


# Understand Kajabi login reminders for customers
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-kajabi-reminds-your-new-customers-to-log-in

Kajabi automatically sends login reminders to customers after they purchase or are granted an Offer.

<div>
  <iframe />
</div>

All 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 URL with the addition of **/login**. For example, your login page would be **yourdomain.com/login**.

Depending on how the Customer received access to an Offer will determine the automatic emails they receive.

* **Purchased an Offer**: Your Customer will receive the Purchase Confirmation Email containing a congratulatory message and the link to the Login Page of your site. [View the purchase flow of a Customer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer) for details.
* **Granted an Offer**: Your Customer will receive the Offer Grant Confirmation email containing a congratulatory message and the link to the Login Page of your site and the Customer Welcome email with login credentials. If the Offer is granted to an existing Customer, your Customer will only receive the Offer Grant Confirmation email. [Edit the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications) to customize these messages.

If your Customer has misplaced their login information, [reset a customer's password](../../contacts/manage-your-contacts/how-to-reset-your-customers-password) to restore access.

<Note>
  **Note:** Your Customer may receive additional emails if configured in the [Offer After Purchase Settings](../../sales/offers/how-to-include-additional-settings-for-your-offer).
</Note>


# Maintain a healthy mailing list with reCAPTCHA
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-recaptcha-helps-you-maintain-a-healthy-mailing-list

Validate form submissions and protect your site from spam using reCAPTCHA to build a high-quality contact list.

Kajabi helps you build and maintain a healthy mailing list consisting of high-quality contacts by helping you validate your form submissions.

## What is reCAPTCHA?

To protect your website from spam and abuse, a Google service, reCAPTCHA, ensures that each contact submitted to your site is reputable.

When it comes to protecting your site and designing a frictionless, user-friendly interface we do not take it lightly.

That is why Kajabi has implemented reCAPTCHA to protect your site with the least obtrusive type available.

You may recognize reCAPTCHA from various sites that prompt you to perform the task of selecting images of crosswalks, traffic lights, or cars.

Rather than the manual approach of checking boxes with certain images in them, the invisible reCAPTCHA is only invoked when it detects potentially malicious traffic.

[Learn more about reCAPTCHA](https://developers.google.com/recaptcha/docs/versions).

## How reCAPTCHA helps a business

Forms on Kajabi are set to use double opt-in by default, but if you choose to disable double opt-in, your Forms may be at risk for disreputable submissions.

[What is a double opt-in?](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in#h_01EH2M6P3MQHHQWTZ33B3FND2X)

**This is where reCAPTCHA can help.**

With reCAPTCHA, Forms that do not use double opt-in will still be protected by preventing bots or other potentially malicious individuals from completing your Forms.

With Kajabi, you can feel confident knowing that your site is protected so that you can continue to share the value you have to offer with a healthy mailing list.

## Enable reCAPTCHA

1. Open the **Settings** tab from your Dashboard.
2. Click **Form Settings** under the Site Settings section.
3. Then, click **Add reCAPTCHA to single opt-in forms** to enable.
4. Confirm the prompt to complete the process:

<div>
  <iframe />
</div>


# Add a note to a contact profile
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-add-a-note-to-a-contact-profile

Create and manage notes on contact and customer profiles in the Contacts tab.

## Add notes

Add and edit notes for your contacts to help you manage your customers and contacts.

### Add notes with the contact preview

1. Open the **Contacts** tab from your Dashboard.
2. Select the name of the contact you wish to add your note to.
3. Click the `…` icon to open more actions.
4. Click **Add a note**.
5. Enter your desired note.
6. Click **Add Note**:

<div>
  <iframe />
</div>

### Add notes in the Contacts Profile

1. Open the **Contacts** tab from your Dashboard.
2. Select the name of the contact you wish to add your note to.
3. Click **Open full profile** from their contact preview.
4. Open **Notes**.
5. Enter your desired note.
6. Click **Add Note**:

<div>
  <iframe />
</div>

## Delete notes

Remove notes to clean up the Contacts Profile of your contact or customer.

### Remove a note

1. Open the **Contacts** tab from your Dashboard.
2. Select the name of the contact you wish to add your note to.
3. Click **Open full profile** from their contact preview.
4. Open **Notes**.
5. Locate the note you wish to remove.
6. Click **Delete**.
7. Confirm your desire to delete the note by clicking **Delete** again when prompted:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Contact Notes are private and can only be seen by the site owner.
</Tip>


# Cancel a customer's subscription
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription

End future payments and remove access to the Products included with a customer's subscription.

Keep in mind that deleting a Product or Offer will not cancel a customer's subscription, whereas canceling the subscription will end future payments.

<div>
  <iframe />
</div>

<Note>
  **Note:** Looking to give your customers access to canceling their own subscription(s)? [Enable customer subscription self-cancelations](/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations) to allow this.
</Note>

## Cancel subscriptions, payment plans, and access

You can end a customer's subscription or payment plan and remove access to the Product(s) included with the Offer for payment plan Offers and recurring subscription Offers.

Canceling payments from the Purchase Information page on Kajabi will end the subscription for payments processed through both Stripe and PayPal.

<Note>
  **Note:**
  If you are manually upgrading or downgrading a Customer's Subscription, first cancel their original Offer in order for your customers to purchase the upgraded or downgraded Offer.

  No further charges will occur if the cancellation is scheduled within the current billing cycle. However, if the cancellation date is set beyond the current billing cycle, the customer will be charged for all billing cycles up to that date, including a prorated amount if it does not align with a full billing cycle. Additionally, any failed payment retries will continue until they are successfully processed or exhausted.
</Note>

### Cancel payments and product access

1. Open the **Sales** tab from your Dashboard.
2. Select the **Payments.**
3. Click **Subscriptions.**
4. Open the **More Actions** menu (…) for the subscription you wish to cancel.
5. Click **Cancel Payments**.
6. Select the date to cancel payments and access:
   * **End of the Current Billing Period**.
   * **On a Custom Date**.
   * **Cancel Now**.
7. Click **Cancel Payments** to confirm:

<div>
  <iframe />
</div>

<Note>
  **Note:** View the Payments Overview to analyze, manage, and cancel future payments for customer subscriptions and payment plans. [View the Payments page overview](../../sales/offers/the-payments-page-overview) for details.
</Note>

## Stop a pending cancellation

If a customer would like to resume their subscription and does not want to cancel after all, you can stop the pending cancellation and resume subscription payments. Payments will resume on the previously scheduled subscription date.

### Resume payments after a pending cancellation

1. Open the **Sales** tab from your Dashboard.
2. Select the **Payments.**
3. Click **Subscriptions.**
4. Use the **Filter** button to open the filter menu.
5. Under **Status**, uncheck **Active** then check **Pending Cancellation.**
6. Select **Show Results** to filter your subscription list to only show Pending Cancellations.
7. Open the **More Actions** menu (**…**) for the subscription you wish to resume.
8. Select **View Subscription**.
9. On the Subscription page, open the **More Actions** menu (…)
10. Click **Don't Cancel Payments**.
11. Confirm by clicking Don't cancel payments in the pop-up menu:

<div>
  <iframe />
</div>


# Change a customer's start date
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-change-a-customers-start-date

Adjust a customer's start date to grant access to dripped content in a Product.

Changing a customer's start date can be necessary for a variety of reasons. Most commonly, changing the start date may be helpful for granting access to all the content in a Product that is set to drip for a specific customer.

## Change a customer's start date

1. Open the **Contacts** tab from your Dashboard.
2. Select **All Contacts**:

<img alt="Kajabi Contacts page" />

3. Search the Customer's name or email address.
4. Select the **Customer** you want to change to open their profile.
5. Click **Open Full Profile**:

<img alt="Open Full Profile" />

6. Select the **Purchases** tab in the top menu:

<img alt="Purchases tab" />

7. Click **More Info** next to the Offer you want the change applied to:

<img alt="More Info button" />

8. Click on the `…` icon to open more options.
9. Select **Edit access start date**.

<Note>
  **Note:** Changing the Start Date has no affect on the payment structure set up in the Offer.
</Note>


# Check for duplicate contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-check-for-duplicate-contacts

Search the Contacts tab by name to identify contacts with multiple email addresses.

## Duplicate contacts

Kajabi prevents the creation of duplicate contacts to help you keep an organized list.

With Kajabi, email addresses are used to identify your contact. As long as contacts use the same email address when purchasing an Offer and/or submitting a Form their information will be housed within one contact account in your Contacts tab.

However, if a contact uses different emails to purchase an Offer and/or submit a Form or has been added to your Contacts tab manually with a different email address, they may have multiple contact records on your site.

If this is the case, you can search your Contacts tab by name to check if you have contacts that have subscribed or purchased with multiple email addresses.

[Understand the difference between Contacts, Customers, and Subscribers](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) for more context.

## Search contacts by name

To search contacts by name:

1. Open the **Contacts** tab from the Dashboard.
2. Place your cursor in the search bar.
3. Enter the **name** of your contact.
4. Click **Enter** to apply:

<div>
  <iframe />
</div>

Discovered duplicate contacts? [Merge accounts for contacts with purchased Offers](/articles/contacts/manage-your-contacts/how-to-merge-contacts) to consolidate records.


# Collect additional information from existing contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-collect-additional-information-from-existing-contacts

Gather more details from contacts already on your list using a landing page form and email sequence.

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 more information from the contacts you already have on your list.

<div>
  <iframe />
</div>

## Build a landing page with a form attached

### Create a Form

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Create a Form by choosing **+ New Form**.
4. Add Form Fields for the additional information you want to collect such as Address, City, State, and Zip Code.
5. Click **Save**.

<div>
  <iframe />
</div>

### Add a Form to a Landing Page

1. Click the **Website** tab.
2. Click **Pages**.
3. Click **+ New Page** and create a Landing Page.

[Create a Page with a Form Block](../../website/pages/how-to-add-a-form-to-your-page) for details.

## Share the page with existing contacts

### Create an email sequence

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select **+ New Campaign** in the top right corner.
4. Select **Email Sequence**.
5. Enter an **Internal Title** for your email in the field.
6. In your Email Sequence, set the **Day** to **0** to make sure this email will be sent to your subscribers immediately.

### Add the opt-in page link

1. In the body of the email, click the **Button** block and paste the URL of the **Opt-in Landing page** just like you would with a Call to Action button.
2. Customize the Text to Display on the button and the Button Color.
3. Once you finish customizing your button, click **Ok**.
4. After customizing your Email Subject and Email Body, click **Save**.

<div>
  <iframe />
</div>

### Specify recipients

1. In the top menu, click **Subscribers**.
2. Click **+ Add Subscribers**.
3. Under the **Who will receive this sequence?** header, click open the dropdown menu to select who will receive this email.
4. You will now be able to collect additional information from Contacts on your list:

<div>
  <iframe />
</div>

<Note>
  **Note:** When your Contacts submit this Form, it will update their current contact information from your List. A duplicate Contact will not be created (so long as they use the same email address).
</Note>


# Define customer activity
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-define-customer-activity

Understand which actions count as activity on Kajabi and contribute to a customer's last activity info.

## Customer last activity

With Kajabi, view a customer's last activity to gauge engagement with your site. [Manage customer profiles](/articles/contacts/manage-your-contacts/how-to-manage-your-contacts-profiles) for additional details.

### View a customer's last activity

1. Open the **Contacts** tab from your Dashboard.
2. Select the Customer you wish to view.
3. Click **Open Full Profile**.
4. Click the **Info** tab from the Customer's Profile.
5. View the Customer's **last activity at** info:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Filter your list by activity to personalize your marketing. [Apply filters to the Contacts tab](/articles/contacts/manage-your-contacts/apply-filters-to-your-contacts-tab) to refine results.
</Tip>

## Actions considered "Activity"

Activity is registered when a Customer performs an action on your site.

An easy way to think of Activity is when a page load occurs.

This includes:

* [Creating an account](../../sales/offers/what-happens-when-a-customer-purchases-my-offer#h_01EQ1ZA3X2XXC2XKASCYQGV24A) on your site by making a purchase
* [Logging into your site](../../website/pages/how-to-build-your-login-page)
* Opening and refreshing the [Library page](../../website/pages/customizing-your-library-page)
* Opening and refreshing a [Product page](../../products/courses/courses-overview)
* Clicking the Start or Resume Button in a Product
* Clicking Next Module and Next Lesson in a Product
* When the [Customer posts a comment in a Product](../../products/courses/how-to-manage-course-comments#h_4f5e7d3f-c17f-4e8e-a941-fa6f5f0da793)
* When the Customer refreshes a [Product Lesson page](../../products/products-overview/kajabi-products-overview#what-is-a-post)
* Commenting in a Community Product
* Creating a Lesson in a Community Product
* Sending a direct message to another Customer in a Community Product
* "Liking" a Lesson in a Community Product

## Actions not considered "Activity"

This includes when:

* A [Product Lesson video](../../products/products-overview/kajabi-products-overview#what-is-a-post) is played
* A Product Lesson video is completed
* A Product Lesson Downloadable file is clicked
* Embedded content is played
* A [Product Lesson Audio](../../products/courses/how-to-upload-an-audio-file-to-a-product-lesson) is played
* The ["Mark as complete" button](../../courses/courses-faq/how-to-customize-your-course-product-with-premier#h_7f83cba3-9d12-4423-8060-303e96f88408) in a Product Lesson Body is clicked
* A Customer remains in a Product or Lesson page without refreshing
* A [Form is submitted](../../marketing/forms/how-to-view-form-submissions)
* An [Assessment](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) is completed
* If an Offer is purchased, but the [account credentials are not created](../../sales/offers/what-happens-when-a-customer-purchases-my-offer#h_01EQ1ZA3X2XXC2XKASCYQGV24A)
* An Email Sequence or Email Broadcast is opened or clicked


# Delete a contact
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-delete-a-contact

Permanently remove contacts and customers, including all related records and future payments.

Deleting a contact or customer permanently removes them and all associated records from your site.

<div>
  <iframe />
</div>

<Warning>
  **Important:** Deleted contacts or customers are **permanently** removed including all records related to the customer such as [product progress](../../analytics/report-product-progress) and cannot be recovered. If your customer has future payments (such as a recurring subscription Offer), their future payment transactions will be canceled upon deletion.
</Warning>

## Delete a contact

1. Open the **Contacts** tab from your Dashboard.
2. Select the Contact or Customer you want to delete.
3. Open the **More Actions** menu.
4. Click the **Delete** icon.
5. Read and follow the directions for the Deletion Warning and popup to confirm your intent to delete.
6. Click **Permanently Delete** to confirm:

<div>
  <iframe />
</div>

Looking to delete multiple contacts in bulk? [Perform bulk actions in the Contacts tab](../../contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab#h_768b7930-8a1c-4504-b0bf-18b62996d1ac) to manage contacts at scale.

<Note>
  **Note:** If you [re-import](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) a deleted contact, their previous information will not be restored. Attempting to resubscribe a contact by deleting and re-importing will require a double opt-in confirmation from the contact to resubscribe the deleted contact to your marketing emails.
</Note>


# Edit contact information
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-edit-your-contacts-information

Update the name, email, and form submission answers for contacts from the Contacts tab.

Edit contact information to update names, emails, and any additional fields you have set up in your Forms.

<div>
  <iframe />
</div>

## Contact details

On Kajabi, manage contact information with the Contact Details page. By editing a contact's profile you can update their:

* Name
* Email

In addition to name and email, you can update any additional fields you may have set up in your Forms.

For example, you can collect and update:

* Address
* Phone Number
* Tax ID
* External User ID for third-party integrations
* Custom Fields

<Tip>
  **Tip:** Set up a page with a Form to allow users to update their details on an individual basis. As long as your user submits the form with the same email address connected with their account, their user details will update. [Learn to add a form to a page](../../website/pages/how-to-add-a-form-to-your-page)
</Tip>

## Edit contact information

Edit contact information with quick actions made available with the contact preview or update their information through their full profile.

### Edit contact information with quick actions from the contact preview

1. Open the **Contacts** tab from your Dashboard.
2. Search the name or email address of the **Contact** you want to edit.
3. Click on the **Contact's** name.
4. Select the pencil icon to **Edit Contact**:

<img alt="Select contact" />

5. Update the contact's information.
6. Click **Save** to keep and apply your changes:

<img alt="Edit contact and save" />

### Edit contact information through their full profile

1. Open the **Contacts** tab from your Dashboard.
2. Search the name or email address of the **Contact** you want to edit.
3. Click on the **Contact's** name.
4. Select **Open full profile**:

<img alt="Open full contact profile" />

5. Click **Edit Details**.
6. Update the contact's information.
7. Click **Save** to keep and apply your changes:

<img alt="Edit contact details" />


# Export contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-export-your-contacts

Download a CSV of customers and contacts from the Contacts tab.

Export customers and contacts from the Contacts tab to receive a CSV file via email.

<div>
  <iframe />
</div>

## Export contacts

1. Open the **Contacts** tab from your Dashboard.
2. Filter or Segment the contacts you wish to Export.
3. Select the **contact** you wish to export or click **Select All** to export the entire Segment.
4. Click open the **Bulk Actions** dropdown menu.
5. Then, select **Export:**

<div>
  <iframe />
</div>

Your exported list will be emailed to the email address associated with your Kajabi account.

6. Click **Submit** to acknowledge the popup.

<img alt="Export confirmation" />

<Tip>
  **Tip:** Create meaningful groups to export by [Segmenting your contacts](../../contacts/manage-your-contacts/segment-your-contacts). Your contact export is limited to the contacts limit of your [Kajabi Plan](https://kajabi.com/pricing).
</Tip>

## Download the exported list

Download the CSV from the email within 3 days of receiving it before the link expires.

If you are unable to download the CSV within the 3 days of receiving the email, simply repeat the steps above to export your List.

1. Log into your email associated with your Kajabi account.
2. Your exported list will be attached to an email from our support team with the Subject Line: **Contact export process completed**.
3. Open the email and click **download the CSV**:

<img alt="Download CSV email" />


# Import contacts into Kajabi
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-import-contacts-into-kajabi

Use the import tool to add and update contacts on Kajabi using CSV files, copy and paste, or direct entry.

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 type info directly into the import table.

<div>
  <iframe />
</div>

## Import file requirements overview

The Kajabi Contact Importer tool uses intelligent column mapping.

In other words, Kajabi will recognize column headers in your .CSV file and then organize the data accordingly. This allows you to upload your contacts with up to 50 data fields and up to 100 tags per upload.

But, in order for the intelligent mapping to do its thing, you will need to prepare your .CSV file for import.

<Note>
  **Note:**

  * You can import up to **40,000** contacts daily with an active Kajabi account.
  * The Contact Import feature is only available to subscribing Kajabi users. If you are on your trial period with Kajabi, the contact importer feature will not be available until your trial expires and your paid subscription begins.
</Note>

## Prepare a CSV file with the Kajabi template

Navigate to your **Contact import page** and download the linked CSV template. This will provide recommended columns for you to fill out and an example row.

<img alt="CSV Template" />

Once you've filled out the template with your list, upload the file to Kajabi's contact importer and you'll see the columns automatically map to our required fields.

## Prepare a downloaded .CSV file from a third-party CRM for importing

For the Kajabi Contact Importer to organize your contacts' data best, it is critical to label the column headings in the first row of the spreadsheet.

For the best results, start with **Email Address**, followed by **Name**, and then the other fields you would like to retrieve.

<Info>
  **Note:** The email column is the only one that is required.
</Info>

Keep in mind the maximum number of Header Fields Kajabi can import is 50.

## Prepare a blank .CSV file for importing

<img alt="Blank CSV" />

1. Get started by opening an existing .CSV file or a blank worksheet in a spreadsheet application like Google Sheets or Excel.
2. Create and label a **column** in the first **row**. We recommend naming the first column Email Address:

<img alt="Email column" />

3. In the next column of the same row, create and name additional columns, such as; **Name**, **Phone Number**, and other information fields you would like to import to Kajabi:

<img alt="Additional columns" />

<Note>
  **Note:** Kajabi requires a single name field to function properly. If your CSV export contains two columns for first and last name, convert your multiple name column into a single name column.

  For example, with a spreadsheet like Google Sheets, you can use the formula `=CONCATENATE(A2," ",B2)` to combine the first and last name fields in Column A and Column B into a single name column. [Learn more](../../contacts/manage-your-contacts/how-to-use-google-sheets-to-combine-first-and-last-name)
</Note>

4. Then, paste the contact information into the relevant cells in the spreadsheet:

<img alt="Paste contact info" />

<Note>
  **Note:** Custom fields using the Country data type must be in the capitalized, 2-letter format (e.g., US not USA).
</Note>

5. Add up to 50 data fields and 100 tags.

<img alt="Data fields and tags" />

6. **Save** or **Download** the file as a .**CSV** file.

<Note>
  **Note:**

  * You can have a max of **20,000** rows in the file per import.
  * The max file size for each import is **30MB**.
  * Be sure to create different header titles for each column to avoid the "Mapped header has duplicate field ids" error message. If you wish to add multiple tags to your contacts, create a single "Tag" column and separate each tag with a comma or import your contacts in batches with a single Tag column for each batch of tags.
</Note>

## Import contacts to Kajabi

1. Open the **Contacts** tab from the Dashboard.
2. From the Contact Manager dashboard, click the **+ Import Contacts** button or **+ Add Contacts** to begin adding contacts to your site.
3. Then select how you would like to import your contacts:

* **Import CSV** to upload multiple contacts
* **Add Single Contact** to import an individual contact quickly and easily to your list

## Import a single contact

1. Navigate to your **Kajabi Dashboard**.
2. Go to your **Contacts Page** and click **Add contacts**.
3. Click **Add Single Contact**.
4. Complete the **Name** and **Email** fields.
   * You may also wish to **Add a Tag** or **Grant Offers**.
5. Select the **Subscribe to marketing emails** field.
6. When you're done, click **Save**.

## Import CSV

If you choose to import a CSV, select your preferred method:

* Upload File
* Copy/paste from file

### Upload file

1. Click **Upload File** and select your prepared .CSV file into the file picker.

<img alt="Upload CSV file" />

### Copy/paste from file

1. Click **Copy and Paste from file** and then copy and paste the rows from a prepared CSV file into the text box.

<img alt="Copy paste from file" />

<Note>
  **Note:** You may encounter the error **Invalid CSV format. CSV rows must include commas** if you're only using the email column. To fix this, add a comma after each email address.
</Note>

## Column mapping

The Kajabi Contact Importer uses intelligent column mapping. This means that Kajabi will recognize column headers and then organize the data accordingly.

## Review and edit the recognized columns

Though the Kajabi Contact Importer is pretty awesome, it's not perfect. Make sure to review and edit the columns from the .CSV file. When clicking on the icon in the top right corner of the column, Kajabi will give you the options:

* **Existing Field:** Choose an existing field from your Contacts tab.
* **New Field:** Create a field that will be saved to your Contacts tab.
* **Skip Column:** Skip the column and waive the accompanying data.

<img alt="Column mapping options" />

## Create custom fields during the import process

If the field is not recognized, Kajabi will then prompt you to create a Custom Field.

For instance, if the header is something specific such as a company name, Kajabi will ask to create a field.

This field will then be recognized when importing future contacts.

<div>
  <iframe />
</div>

## Bulk actions

* **Grant an offer**: Grant your imported contacts an Offer upon import.
* **Add Tags**: Add an existing tag to your imported contacts or create a tag on the fly.
* **Subscribe to email marketing:** Click the checkbox to subscribe your imported contacts to your email marketing list. Keep in mind, this could harm your deliverability if your contacts did not opt-in to your mailing list.

<img alt="Import contact bulk actions" />

<Warning>
  **Important:** Import contacts as subscribers that have explicitly agreed to join your mailing list to comply with [CAN-SPAM](../../marketing/email-campaigns/what-is-can-spam) and all laws and regulations applicable to you and your business.

  [Learn more about Email List best practices](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)
</Warning>

## Confirmation

**Kajabi will send a confirmation email to the email address associated with your account once the upload is complete.**

This email will include:

* The total count of successfully imported contacts with both updated and created contact counts combined.
* A link to a file that explains which contacts weren't uploaded along with the error reason.

The file of rejected contacts includes a record of rejected contacts and rows, along with an explanation of the error.

**What happens if there is a duplicate contact?**

Kajabi prevents the creation of duplicate contacts to help you keep an organized list so long as the same email address is used when added to your site.

[Learn more](../../contacts/manage-your-contacts/how-to-check-for-duplicate-contacts)

## Automatic emails sent after import

When importing your users onto Kajabi they will be created as **Contacts** or as **Customers**.

[Learn more about the differences between contacts, customers, and subscribers.](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)

## Import contacts

A user is imported as a **Contact** when they are added to your Kajabi list **without** being granted an Offer:

<img alt="Import contact grant offers" />

Contacts **will not** receive an automatic email of any kind when you import them to your Kajabi list.

[Learn about the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications)

## Import customers

A user is imported and created as a Customer when they are granted an Offer during the import process:

<img alt="Import contacts and grant selected offer" />

Customers will receive the:

* Customer Welcome Email
* As well as the Offer Grant Confirmation email

[Learn more about the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications).


# Manage contact profiles
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-manage-your-contacts-profiles

Track activity, perform actions, and update details from a contact's profile page.

Contact profiles let you track activity, perform actions, and manage details for each contact and customer on your site.

<div>
  <iframe />
</div>

## Access a contact's profile

1. Open the **Contacts** tab from the Dashboard.
2. Select the name of the person you wish to view.
3. Click **Open full profile**:

<div>
  <iframe />
</div>

Customer Profiles include different features than Contact Profiles. Refer below for the different features. For more details learn the [Difference between Customers and Contacts](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).

## Customer profile features

<img alt="Customer profile features" />

### Lifecycle

#### Track a Customer's lifecycle including

* Offers Purchased and Granted
* Email Campaigns sent
* Email recipient actions on broadcast and sequence emails (e.g., opened, clicked, unsubscribed, complained, or bounced)
* Forms submitted
* Emails sent from an Automation, shown as *Received automation email* with a **View Automation** link to the Automation that sent it
* Automation enrollments, shown as *Enrolled in Automation: \[name]* with a status of Active, Paused, Completed, or Error
* Tags added, shown on the timeline as *Tagged with \[tag name]*
* How the contact was created, shown as *Contact created via \[source]* (for example, Form Submission, Import, or Offer Purchase)
* **Lifespan**: number of days from start date (date added to Contacts through import, purchase, or opt-in)
* **Purchases**: number of purchases made and Offers Granted
* **Net Revenue**: Net revenue generated by Customer

<Note>
  **Note:** The timeline loads 20 events at a time. You can page through up to the 500 most recent events, and filtering by an event type shows the 500 most recent events of that type.
</Note>

<Note>
  **Note:** Tag removals are not tracked. If you remove a Tag from a contact, its *Tagged with* event no longer appears on the timeline, so the timeline is not a complete Tag history. Automation email events are recorded going forward, so automation emails sent before this appeared on the timeline may not be shown.
</Note>

### Info

* Added on date
* Net Revenue
* [Subscription to Marketing Emails Status](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list#h_549ed792-86b8-41dd-8aa1-eeae61b70b60)
* Customer Start Date
* Sign in count: total number of sign ins
* Last activity at: The date and time of the Customer's last activity on your site. [Learn more](../../contacts/manage-your-contacts/how-to-define-customer-activity)
* Additional Info: Customer ID & Products owned

### Purchases

* Offers Purchased
* Offers Granted (this includes information about the person that granted the Offer: Owner or account user.)

<Note>
  **Note:** In the event of an [Account User](../../account-settings/users/account-users) granting, revoking, or canceling a Customer's Offer or Product access, you can see the person responsible (noted by their email address) by navigating to the Customer and viewing their Purchases tab.
</Note>

### Products

* Products owned by Customer

### Notes

* Add notes.
* Review and remove previous notes.

### Edit details

Edit Customer Details to update the name, email, and form submission answers of Customers.

* **Name**
* **Email**
* **External user id** for third-party integrations
* **Contact Information**
* **Custom Fields**

Read [Edit contact information](../../contacts/manage-your-contacts/how-to-edit-your-contacts-information) for details.

### Send password

Send a [password reset link](../../contacts/manage-your-contacts/how-to-reset-your-customers-password) to a Customer.

### More actions

* **Mute** Customers. Read [Muting Customers](https://help.kajabi.com/hc/en-us/articles/360041542213) for details.
* **Hide** a Customer's profile from the Contacts tab.
* **Grant Offers** to Customers. Read [Grant an Offer](../../sales/offers/how-to-grant-an-offer) to learn more.
* **Change Password** for a Customer.
* **Delete** a Customer permanently. Read [Delete a Customer](../../contacts/manage-your-contacts/how-to-delete-a-contact) for details.

### Tags

Add Tags to filter and segment your List to easily organize and categorize it. Tags can be used when sending Email Campaigns and creating Automations. Read [Use Tags](../../contacts/manage-your-contacts/tags-overview) to learn more.

## Contact profile features

<img alt="Contact profile features" />

### Lifecycle

#### Track a Contact's lifecycle including

* Email Campaigns sent
* Email recipient actions on broadcast and sequence emails (e.g., opened, clicked, unsubscribed, complained, or bounced)
* Forms submitted
* Emails sent from an Automation, shown as *Received automation email* with a **View Automation** link to the Automation that sent it
* Automation enrollments, shown as *Enrolled in Automation: \[name]* with a status of Active, Paused, Completed, or Error
* Tags added, shown on the timeline as *Tagged with \[tag name]*
* How the contact was created, shown as *Contact created via \[source]* (for example, Form Submission, Import, or Offer Purchase)
* **Lifespan:** number of days from start date (date added to Contacts through import or opt-in)
* **Purchases:** number of purchases made (As a contact, this will appear as a 0 until converted into a Customer)
* **Net Revenue:** Net revenue generated by a Contact (As a contact, this will appear as a 0 unless converted into a Customer with a Purchase)

<Note>
  **Note:** The timeline loads 20 events at a time. You can page through up to the 500 most recent events, and filtering by an event type shows the 500 most recent events of that type.
</Note>

<Note>
  **Note:** Tag removals are not tracked. If you remove a Tag from a contact, its *Tagged with* event no longer appears on the timeline, so the timeline is not a complete Tag history. Automation email events are recorded going forward, so automation emails sent before this appeared on the timeline may not be shown.
</Note>

### Info

* Added on date
* [Subscription to Marketing Emails Status](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list#h_549ed792-86b8-41dd-8aa1-eeae61b70b60)
* Additional Info will display if additional info applies (e.g., [custom field](../../marketing/forms/how-to-add-and-edit-fields-on-a-form) submissions in a Form)

### Purchases

This will remain empty unless converted into a Customer.

### Products

This will remain empty unless converted into a Customer.

### Notes

* Add notes.
* Review and remove previous notes.

### Edit details

Edit Contact Details to update the name, email, and form submission answers of Contacts.

* **Name**
* **Email**
* **Contact Information**
* **Custom Fields**

Read [Edit contact information](../../contacts/manage-your-contacts/how-to-edit-your-contacts-information) for details.

### More actions

* **Hide** a Contact's profile from the Contacts Dashboard.
* **Grant Offers** to a Contact and convert into a Customer. Read [Grant an Offer](../../sales/offers/how-to-grant-an-offer) to learn more.
* **Delete** a Contact permanently. Read [Delete a Customer](../../contacts/manage-your-contacts/how-to-delete-a-contact) for details.

### Tags

Add Tags to filter and segment your List to easily organize and categorize it. Tags can be used when sending Email Campaigns and creating Automations. Read [Use Tags](../../contacts/manage-your-contacts/tags-overview) to learn more.


# Manually add a customer to a site
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site

Add a single Customer from the Kajabi dashboard and optionally grant an Offer at the same time.

Add a single Customer from the Kajabi dashboard and optionally grant an Offer at the same time.

<div>
  <iframe />
</div>

## Add a customer

<Note>
  **Note:** Importing contacts onto Kajabi requires an active account. Trial accounts may receive an error when attempting to import contacts onto Kajabi.
</Note>

1. Click to expand the **Contacts** section in the left sidebar.
2. Click the **All Contacts** link to navigate to the contacts page.
3. Click the **+Add contacts** dropdown.
4. Select **Add Single Contact** to open the form.
5. Fill the **First Name**, **Last Name**, and **Email** fields.
6. Select the extra actions you wish to apply to your contact
   1. **Grant offers**
   2. **Add tags**
   3. **Subscribe to marketing emails**
   4. **Subscribe to Newsletter**
7. Click **Save** to finalize the contact creation.
8. Confirm the contact is created and the offer is granted, completing the task.

<Tip>
  **Tip:**

  * Add and grant an Offer to multiple Customers simultaneously by using the **bulk import** or **copy/paste** option. [Learn to import multiple contacts to your site on Kajabi.](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi)
  * Having trouble importing your CSV? [Troubleshoot your CSV formatting](../../contacts/manage-your-contacts/having-issues-formatting-a-csv-for-contact-imports).
</Tip>

<Note>
  **Note:** After adding the contact and creating them as a Customer, your Customer(s) will receive login credentials from the Customer Welcome Email along with the Offer Grant confirmation email sent by your site. Learn how to [edit the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications).
</Note>

## FAQs

### Do trial accounts support importing contacts?

No. Importing contacts onto Kajabi requires an active account. Trial accounts may receive an error when attempting to import contacts onto Kajabi.

### What emails do customers receive after I add them?

They receive login credentials from the Customer Welcome Email and an Offer Grant confirmation email.

### Can I grant an offer to multiple customers at once?

Yes. Use the **bulk import** or **copy/paste** option to add and grant an Offer to multiple Customers simultaneously.


# Merge contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-merge-contacts

Combine duplicate contacts when a contact has created two accounts with separate emails on a site.

**Merge contacts** to keep accurate records and ensure that your customers can access their Products from a single account.

<div>
  <iframe />
</div>

## Merge contacts

<Note>
  **Note:** With the merging tool, you can merge up to two contacts at once.
</Note>

Merging accounts will leave your Customer with one account containing all of their purchased or granted Offers.

<div>
  <iframe />
</div>

## What happens when I merge two contacts?

Merging contacts will combine, disassociate, or delete information from the Secondary Contact to merge into the Primary Contact.

### Combined

* **Offers** - Paid, Free, Granted, Revoked, Inactive and Active Offers will transfer to the Primary Contact unless the [Active Offer is an Active Subscription payment](../../contacts/manage-your-contacts/how-to-merge-contacts). Revoked or deactivated Offers will not be granted or reactivated upon Merge.
* **Form Submissions** - Submission data won't be directly added to the Primary Contact's Customer Info, however, the Form Submission ID is carried over and the data associated with the submission can be viewed by clicking on the Form.
* **Purchase History** - All purchases, refunds, failed payments, cancellations, etc. will be carried over and viewable within the Primary Contact.
* **Unique Product Progress** - if combined Products are unique (not duplicates), then Product Progress for the Secondary Contact will be kept for all Products.

### Disassociated

* **Email Records** - Opens, clicks, unsubscribes, etc. will not be destroyed and will count towards the general analytics. However, neither the Primary or Secondary contact will be associated with these records.

### Deleted

* **Email Notification Settings** - The email notification settings associated with the Secondary contact will be disregarded and deleted.
* **Duplicate Product Progress** - if combined Products are duplicates, the Product Progress for the duplicates will keep the progress for the Primary Contact and delete the Progress of the Secondary Contact.

## What will not happen when I merge contacts?

Merging contacts will ensure that your contacts contain accurate records.

### The following is a list of the actions that will not happen when attempting to merge contacts

* Automations will not be triggered based on a Merge action.
* If the Secondary Contact has an active subscription, it cannot be merged.
* Tags are not merged to avoid future complications.
* Email statistics and settings associated with the Secondary Contact will not be associated with the Primary Contact. However, these stats will exist for reporting purposes, but it will not be associated with a specific contact.

It is important to note that the merging contacts feature is only possible with two contacts at a time. If you wish to merge multiple contacts, you can merge up to two contacts into your Primary Contact repeatedly.

## Identify the primary account

First, identify the Primary Contact that will remain when the duplicate (i.e, Secondary Contact) is merged:

<img alt="Identify primary account" />

Choosing a Primary Contact's info will overwrite all of the Secondary Contact's info.

[Review the process of a merge](#what-happens-when-i-merge-two-contacts).

Be sure to select your primary account with care to ensure that the correct contact remains.

## Merge accounts

After identifying your primary contact, use the merge contacts feature in your Contacts tab:

1. Open the **Contacts** tab from your Dashboard.
2. Then, select any two contacts you wish to merge.
3. Open the **More Actions** tab.
4. Click **Merge contacts**.

<Note>
  **Note:** This option will only be present if two applicable contacts are selected.
</Note>

5. Select the **Primary Contact.**
6. Then, click **Confirm merge** to merge your contacts into the primary account:

<div>
  <iframe />
</div>


# Re-engage inactive subscribers
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-re-engage-inactive-subscribers

Identify dormant subscribers, send a re-engagement email campaign, and unsubscribe contacts that do not re-engage.

## Re-engaging

Your email list is a crucial asset to your online business. But a large list is not as valuable as a list filled with **active** email subscribers.

Inactive contacts can be detrimental to your sending reputation, disastrous for your email deliverability, and can ultimately decrease your ability to reach your intended audience.

**But instead of tossing them out the door as soon as they identify themselves as inactive, send a re-engagement email.**

Before cleaning out your entire list of inactive contacts, try sending an email broadcast to remind them why they subscribed to your email list in the first place.

Remind your subscribers of the value you have to offer and the relevant content you deliver. With a re-engagement strategy, you can retain subscribers while maintaining a healthy email list.

## Identify inactive subscribers

Begin your re-engagement process by first identifying inactive subscribers to reach out to.

With Kajabi, your Contacts tab contains all the contacts added to your site and can help you easily filter and locate your inactive subscribers.

### To identify inactive subscribers

1. Open the **Contacts** tab from your Dashboard. [Learn more](/articles/contacts/manage-your-contacts/apply-filters-to-your-contacts-tab)
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**:
   * Category: **Email Activity**
   * Conditional: **Was delivered**
   * Value: **90 days**
4. Click **+ Add filter** to filter your list further.
5. Select your second **Category**, **Conditional**, and **Value**:
   * Category: **Email Activity**
   * Conditional: **Was not opened**
   * Value: **90 days**
6. Before applying, click **+ Add filter** again to add a third filter.
7. Select your third **Category**, **Conditional**, and **Value**:
   * Category: **Email Activity**
   * Conditional: **Was not clicked**
   * Value: **90 days**
8. After adding three filters, click **Apply Filters**:

<img alt="Filter inactive subscribers" />

Kajabi will apply your custom filters to select the contacts that meet your filters. The remaining list will display your identified inactive subscribers.

## Add a Tag to segment inactive subscribers

With your custom filters, you can create a custom Segment to easily email and re-engage your contacts directly from Kajabi.

To send a re-engagement email to your inactive subscribers, you must first create an identifier to segment when preparing your re-engagement email.

In this example, we will add a Tag to easily filter your inactive subscribers when selecting your email recipients in your Email Broadcast.

### To add a Tag

1. First, complete the previous step if you have not already done so.
2. Then, click **Select All** to bulk select.
3. Open the **Bulk Actions** menu.
4. Select **Add tag**.
5. Create an easily identifiable tag (e.g., reengage) by typing your desired tag title and clicking **enter**.
6. Then, click **Submit** to create your tag:

<div>
  <iframe />
</div>

With the created Tag, you are now prepared to send a re-engagement email to your inactive subscribers.

## Create a re-engagement Email Broadcast

Now is your time to shine! Craft a re-engagement email that:

* Explains why they want to re-engage
* Clearly communicates that non-engagement will result in removal
* Includes a [call to action](../../marketing/email-campaigns/how-to-add-and-customize-your-button-in-email-campaigns) with a link or a button that provides value that only you can provide (i.e., a specific landing page, a webinar, pdf resource, etc.)

Add your branding and personality and give them a reason to re-engage.

With Kajabi, you can customize and design your email broadcast to create an engaging email experience.

### To create a re-engagement email

First, select the Email Broadcast Template that works best with your content.

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns**.
3. Click **+ New Email Campaign** on the Email Campaigns dashboard.
4. Select **Email Broadcast**.
5. Click **Continue**:

<div>
  <iframe />
</div>

From there, select the email broadcast template that best fits your design and brand.

After selecting your email template begin the email creation process by first selecting your segmented inactive subscribers:

1. Open the **dropdown menu** to select your email recipients.
2. Click **Custom Segment**.
3. Open the **Select filter** dropdown menu.
4. Select **Has any of these tag(s)**.
5. In the next field, select the title of your re-engagement tag completed in the previous step.
6. Then, click **Apply**.
7. And proceed to customize your email by clicking **Save & Continue**:

<img alt="Select custom segment" />

Now that you have specified your recipients, begin designing your email to re-engage your inactive subscribers! [Learn to design your Email Broadcast with the Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview)

<Note>
  **Note:** Add a call to action to encourage your email recipients to engage with your email campaign. This will be required for the next step.
</Note>

## Create an Automation

Create an Automation in your Email Broadcast to remove your re-engagement tag if they engage with your email.

This will set you up to easily delete or unsubscribe any inactive subscribers that fail to re-engage.

With this example, we will walk you through the steps of creating an Automation that will remove your re-engagement tag when the link (or call to action button) is clicked in your email broadcast.

This will ensure that contacts that were previously inactive, but show interest again are no longer considered part of your inactive contacts.

In the Edit Content step of your Email Broadcast Builder, scroll to the bottom of the page to add an Automation:

<div>
  <iframe />
</div>

Then, complete the pop up to create your Automation:

1. Open the **WHEN** dropdown menu.
2. Select **Link in email broadcast is clicked**.
3. Select your desired link in your email broadcast.
4. Next, open the **THEN** dropdown menu.
5. Select **Remove a tag**.
6. In the next field, select your re-engagement tag.
7. Then, click **Save** to apply:

<img alt="Create automation" />

## Send the email

Now that you have prepped and designed your re-engagement email, it is time to send to your identified recipients!

<div>
  <iframe />
</div>

After sending your re-engagement email we recommend waiting 3-7 days before deleting or removing your remaining inactive subscribers. This will allow your subscribers time to engage with your email and remain on your email list.

## Unsubscribe subscribers that fail to re-engage

After sending your email broadcast and allowing inactive subscribers to re-engage, clean up your mailing list by unsubscribing the remaining inactive contacts that did not engage with your re-engagement email.

### To bulk unsubscribe inactive subscribers

1. Open the **Contacts** tab from the Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**:
   * Category: **# Tags**
   * Conditional: **Has any**
   * Value: **Your Re-Engagement Tag Title**
4. Check **Select All**.
5. Open the **Actions** dropdown menu.
6. Click **Unsubscribe** or **Delete**.
7. Follow the prompts.
8. Click **Submit**:

<div>
  <iframe />
</div>

## FAQs

### **Why should I send a re-engagement email before removing inactive contacts?**

Inactive contacts hurt your sender reputation and email deliverability, but that doesn't mean they're a lost cause. A re-engagement email gives you a chance to remind them why they subscribed and recapture their interest. Cleaning your list without trying first means leaving potential subscribers on the table.

### **How do I find my inactive subscribers in Kajabi?**

Use the Contacts tab with three stacked filters under Email Activity: contacts who were delivered an email, did not open it, and did not click it, all within the last 90 days. Apply all three filters together and Kajabi will surface your inactive subscriber list.

### **Why do I need to tag inactive subscribers before sending the re-engagement email?**

You need a way to target just those contacts when creating your Email Broadcast. Adding a tag (like "reengage") lets you select them as a Custom Segment during email setup. Without a tag, you cannot easily target that filtered group as recipients.

### **What should my re-engagement email include?**

It should explain why you are reaching out, clearly communicate that non-engagement will result in removal from the list, and include a call to action. This can be a link or button that leads somewhere valuable, like a landing page, webinar, or downloadable resource. The call to action is also required for the automation step.

### **How do I send the re-engagement email only to inactive contacts?**

When building your Email Broadcast, set your recipients to a Custom Segment and filter by the tag you created for inactive subscribers. Go to **Marketing > Email Campaigns**, create a new Email Broadcast, and select your re-engagement tag under "Has any of these tag(s)" in the custom segment filter.

### **What automation should I set up, and why?**

Create an automation inside the Email Broadcast that removes the re-engagement tag when a contact clicks the link in your email. This automatically separates contacts who re-engage from those who do not. When you go to clean your list, anyone who still has the tag is confirmed inactive and safe to remove.

### **How long should I wait before removing contacts who did not re-engage?**

Wait 3 to 7 days after sending your re-engagement email before taking action. This gives subscribers enough time to open and engage. After that window, filter by your re-engagement tag and use the Bulk Actions menu to either unsubscribe or delete contacts who still have the tag.

### **Can I resubscribe a contact that was accidentally unsubscribed?**

Yes, but you will need to use a Double Opt-In Form. Using a Double Opt-in Form will require your contact to confirm their desire to subscribe to your marketing emails and can help aid in staying compliant with email laws. You cannot manually flip a contact back to subscribed directly. Create the form first, then open it via **Marketing > Forms**, click **Preview**, and fill it out with the contact's correct information. [**Learn more about maintaining a healthy mailing list.**](https://help.kajabi.com/articles/contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list#resubscribe-unsubscribed-contacts)


# Reset a customer's password
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-reset-your-customers-password

Send a password reset link or create a temporary password for a customer from the Contacts tab.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The password reset link will expire after 6 hours and should be reset in a timely manner. However, if the password reset link has expired by the time your Customer clicks the link, simply repeat the steps to send a password reset link.
</Note>

## Customer can't log into a site

If your Customer forgets their login, they can click **Forgot Password** on the site login page and Kajabi will send a password reset link to their email inbox:

<img alt="Forgot Password on login page" />

You can [customize the Login Page](../../website/pages/how-to-build-your-login-page) to match your brand and language.

If the user submits an email address matching the email address of a Customer in your Contacts tab, they will receive a reset password instructions email in their email inbox.

Your customer can reset their password by clicking the link in the email:

<img alt="Password reset email" />

<Tip>
  **Tip:**
  If your Customer is unable to locate the password reset email, advise them to double-check the spam or junk folder in their email account.
</Tip>

## Send password to customer email

### Manually send a password reset email to a Customer

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer's name** to open their Profile.
3. Click **Reset Password**.
4. Confirm by clicking **Send email**:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Don't see the Send Password option in your Admin account? This indicates that the Contact is not yet a Customer. [Learn about the difference between a Contact and a Customer.](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)
</Note>

Your Customer will receive an email to reset their password containing the link to reset their password:

<img alt="Password reset email received" />

## Change a customer's password

Provide your Customer with a temporary password to help them log in to your site. Your Customer can then change their password within their Account Settings. Learn how your Customer can [update their account information](/articles/contacts/manage-your-contacts/customer-update-of-customer-settings).

### Manually create a password for a Customer

1. Open the **Contacts** tab from the Dashboard.
2. Select the Customer's name to open their Profile.
3. Click the `…` icon to open **More Actions**.
4. Select **Change Password**.
5. Enter the Customer's temporary password.
6. Click **Save** to apply:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Don't see the Change Password option in your Admin account? This indicates that the Contact is not yet a Customer. [Learn about the difference between a Contact and a Customer.](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)
</Note>

After creating the Customer's temporary password, send the Customer their temporary login information through your preferred form of communication.


# Troubleshoot "We could not deliver email" message
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-troubleshoot-we-could-not-deliver-email-message-for-your-customers

Help customers update their email address and understand the behavior causing this delivery error.

Are your customers seeing a "We could not deliver email to [email@example.com](mailto:email@example.com). Click here to update your email address" message? This guide walks through how to help customers update their email address and explains the behavior causing the error.

## What does this message look like?

If your customers encounter this issue they will see a red alert at the top of their library page:

<img alt="Email delivery error message" />

This message will display on the customer's Library page if there are any issues sending emails to their email address.

## What can cause this message to display?

Possible reasons this message may display:

* Invalid email address
* Incorrect email address
* Temporary sending issues

The alert serves as a reminder for the customer to update their email address.

It is important to note that this does not prevent them from receiving further emails from your site on Kajabi. Additionally, emails that are successfully sent to the customer will clear this error message from their library page.

## Fix a customer's email address

Although this message can display if there is an issue with the validation of a customer's email address, this may be a temporary issue.

Follow the steps listed below to troubleshoot the customer's email error.

### Send another email to the email address

First, attempt to send another email to the email address receiving the message. If the email successfully sends to the customer it will resolve the error message displayed in their library.

**To send an email to a specific email address:**

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns.**
3. Click **+ New Email Campaign** on the **Email Campaigns** dashboard.
4. Select **Create Email Broadcast**.
5. In Step 1 of creating an Email Broadcast select the **All Contacts** dropdown.
6. Select **Custom Segment**.
7. In the Add Filter dropdown menu, select **Email contains**.
8. Then, enter the email address of the customer you wish to send your email to.
9. Click **Save & Continue** and complete your email broadcast to send to your customer:

<div>
  <iframe />
</div>

### Change the email address

If the indicator persists, your customer can temporarily change their email address to clear the message. This can be done in the customer's account settings.

After the email has been temporarily replaced, your customer can re-enter their original email address.

**To change a customer's email address from the Contacts tab:**

1. Open the **Contacts** tab from your Dashboard.
2. Select the name or email address of the customer you wish to update.
3. Click **Edit Contact**.
4. Place your cursor in the Email field and enter the temporary email address to replace the customer's existing email address.
5. Click **Save** to apply:

<div>
  <iframe />
</div>

To revert the change, simply re-add the customer's original email address through the same methods listed above.

<Note>
  **Note:**
  If your customer prefers to change their email address themselves, [learn how customers can update their account information](/articles/contacts/manage-your-contacts/customer-update-of-customer-settings).
</Note>


# Unsubscribe a contact from marketing emails
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-unsubscribe-a-contact-from-marketing-emails

Manually unsubscribe contacts from all marketing emails, including Email Broadcasts, Email Sequences, and Event Emails.

<div>
  <iframe />
</div>

<Warning>
  **Important:**
  Unsubscribing a contact cannot be undone unless the contact resubscribes.
</Warning>

## Unsubscribe contacts

### To unsubscribe a contact

1. Open the **Contacts** tab from your Dashboard.
2. Click the `...` dropdown menu to the right of the Contact and select **View**.
3. Click the **Info** tab.
4. Then, click **Unsubscribe**:

<div>
  <iframe />
</div>


# Use Google Sheets to combine first and last name
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-use-google-sheets-to-combine-first-and-last-name

Combine the first and last name into a single column in a CSV file to successfully import multiple contacts onto a site.

<div>
  <iframe />
</div>

## Why combine the first and last names?

To import multiple contacts onto your site you can upload a CSV file or copy/paste from a CSV file.

However, Kajabi requires a single name field to function properly with the import contacts tool.

If your CSV export contains two columns for the first and last name you can use functions to combine the separate columns into a single separate column with spreadsheets like Google Sheets.

[Import contacts onto a site](/articles/contacts/manage-your-contacts/how-to-import-contacts-into-kajabi).

<Note>
  **Note:**
  Kajabi's default "Name" field accepts first and last names. If you have been using custom fields to collect first and last names, your contacts may appear in your Contacts tab as if they have not provided their names. [Fix the name column if you have used custom fields for first and last names.](/articles/contacts/manage-your-contacts/why-are-my-contact-names-not-displayed-in-the-contacts-tab)
</Note>

## Combine the first and last name

With the [concatenate function](https://support.google.com/docs/answer/3094123) you can use a spreadsheet to combine the first and last names into a single column.

This guide walks you through the process of using the concatenate function with [Google Sheets](https://www.google.com/sheets/about/).

### Use the concatenate function

1. In a separate column of your spreadsheet, enter `=CONCATENATE(`.
2. Then, select an individual's first name (e.g., John). This will enter the column and row cell reference for the first name into the formula.
3. If the desired cell has been referenced in the formula, then enter `" ",`.
4. Next, select the same individual's last name (e.g., Doe). This will enter the column and row cell reference for the last name into the formula.
5. Close the formula with the left-facing parenthesis, `)`.
6. Then, click **enter** to apply:

<div>
  <iframe />
</div>

If the cell containing the concatenate function displays the first and last name of your selected individual you have successfully combined the first and last name into a single column.

To autofill the remaining contacts you may be prompted to autofill the remaining rows or you can click and drag the bottom right corner of the cell to autofill:

<div>
  <iframe />
</div>

## Skip columns in the Kajabi Contact Importer

After you have combined the first and last name columns in Google Sheets and once you have started the [contact import](/articles/contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) process in Kajabi by uploading your CSV file, the Kajabi Contact Importer will still read the First and Last name columns as "unrecognized columns". These columns will need to be skipped upon import for a successful contact import.

### Skip the First and Last name columns

1. Click the **edit** icon on the **First** box in the "unrecognizable columns" section.
2. In the "Map your column" popup menu, select **Skip Column**.
3. Select **Confirm** to confirm your selection.
4. Repeat these steps for the **Last** column.
5. Once both columns have been "skipped" select **Continue to Import Actions.**
6. Select any Bulk Actions to perform during Contact Import, then press **Continue to Summary**.
7. Press the **Confirm Import** button to finish the contact import process:

<div>
  <iframe />
</div>


# Manage customer billing and payment methods
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-your-customers-can-manage-their-billing-and-payment-methods

Customers can view, update, and manage the payment methods saved to their account, and understand which subscriptions and payment plans are charged to each card.

<Info>
  The Billing tab has been redesigned to provide greater clarity for customers with multiple saved cards and subscriptions. These updates are gradually rolling out and you can expect to see them in your account soon if you don't have access already. To view details of the previous Billing experience, [review the previous billing guide](https://help.kajabi.com/en/articles/12695406-how-your-customers-can-update-their-credit-card-information).
</Info>

## Access billing settings

To manage their payment methods, customers must first log in to their account on your site. Billing settings can be found at: `<yoursite.mykajabi.com>/settings/cards>`

1. Log in to your site.
2. Click the **User menu** in the top-right corner.
3. Select **Settings**.
4. Click **Billing**.

<Note>
  **Note:** The **Billing** tab may not appear if the customer was granted the Offer, purchased the Offer using PayPal, or if the active subscription was processed through a payment processor that has since been detached (such as a disconnected Stripe or PayPal account).

  * Subscriptions purchased through **PayPal** must be managed within the customer's PayPal account.
  * If a payment processor is detached, card management must be handled through the payment processor directly.
</Note>

<img alt="Billing settings" />

## Update the card on file

Customers can manage how their subscriptions are billed using the options available within **Manage Card Payments**. Depending on their goal, they may update card details, switch which card is used for a subscription or payment plan, or remove a card that is no longer needed.

### Edit card

The **Edit** option replaces the selected card with updated card details. This means the existing card on file is overwritten rather than creating a saved card.

<img alt="Edit card option" />

To edit a card:

1. Go to **Billing**.
2. In **Manage Card Payments**, locate the card tied to the subscription(s).
3. Click **Edit**.
4. Enter the updated card information.
5. Click **Update Card** to save the changes.

<img alt="Update card form" />

When a card is edited, all subscriptions and payment plans currently using that card will continue to charge the updated card details.

## Change payment method

The **Change payment method** option allows customers to switch which saved card is used for a specific subscription or payment plan.

<img alt="Change payment method" />

To change the payment method for a subscription:

1. Go to **Billing**.
2. Locate the subscription under its current card.
3. Click the **(⋯)** menu next to the subscription.
4. Select **Change payment method**.
5. Choose another saved card, or add a card.
6. Confirm the change.

All future payments for that subscription will be billed to the newly selected card.

<Note>
  **Note:** Saved cards from **Stripe** and **Kajabi Payments** are not interchangeable. Customers can only select cards that belong to the same payment processor as the subscription.
</Note>

## Remove card

The **Remove** option allows customers to delete a saved card from their account.

A card can only be removed if **no active recurring payments** are tied to it. If a card is currently being used for an active subscription or payment plan, it cannot be removed. If the **Remove** option is unavailable, it means the card has active recurring payments and must first be replaced with another payment method.

<img alt="Remove card option" />

To remove a card:

1. Go to **Billing**.
2. In **Manage Card Payments**, locate the card you want to remove.
3. Click **Remove**.
4. Confirm the removal.


# Customer update of email preferences
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences

Guide customers through updating their email preferences directly from their account settings.

Your customer's **email preferences** control the receipt of [marketing emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails) from your site. Marketing emails include all emails created in Kajabi that are sent to your customers i.e. Email Sequences, Email Broadcasts, and Event Emails.

## Update email preferences

1. After your customer logs into their account, they must click their **Avatar** in the top-right corner of the page.
2. Then, select **Settings** from the dropdown menu.
3. Under **Profile Settings**, the customer can toggle on or off email preferences as desired:

<div>
  <iframe />
</div>

## Email preference settings

### Product updates

Disabling product updates will unsubscribe your customer from Product Updates and [Product Announcement](../../products/courses/send-a-product-announcement) notifications in their email inbox.

### Replies to posts and comments

Disabling this setting will unsubscribe your customer from receiving email notifications for replies to their posts or comments within a Product (Course, Coaching, Community, Podcast, or Newsletter).

### Community posts

Disabling this setting will unsubscribe your customers from receiving email notifications when a post is created in a legacy Community Product.

### Offers granted

Disabling this notification setting will unsubscribe your customer from receiving the marketing email, Offer Grant Email.

Your Offer Grant Email is categorized as a bulk email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email.

If you need additional assistance sending your Offer Grant Email to your customers, reach out to our support team.

### Products and promotions

Disabling this setting will unsubscribe your customer from all [marketing emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

Your customer's subscription status will be displayed as [Manually Unsubscribed](/articles/contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list) in your customer's profile located in the Contacts tab.

If your customer has unsubscribed from your marketing emails and wishes to re-subscribe, they can do so by enabling this email setting.


# Pause a customer's subscription or payment plan
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/pause-your-customers-subscription-or-payment-plan

Temporarily disable billing for a customer's subscription or payment plan when they are unavailable to be billed.

Pausing or suspending your customer's subscription or payment plan temporarily disables your customer's billing. This can be done in the case that your customer is temporarily unavailable to be billed. For example, your customer may wish to temporarily disable their subscription or payment plan while they are on vacation and resume it when they return.

## Pause subscriptions or payment plans

Pause your customer's subscription or payment plan if their payments were processed through Stripe to disable your customer's billing temporarily directly from Kajabi.

<Note>
  **Note:**
  The pause subscription feature on Kajabi is only available if the payment was processed through Kajabi Payments or Stripe. If your customer used PayPal to process their payment, you will not have the option to natively pause the subscription. [Manually pause a customer's subscription](#manually-pause-a-customers-subscription) if you do not have this feature.
</Note>

### Pause a customer's subscription or payment plan

1. Open the **Contacts** tab from your Dashboard.
2. Select the **name** of your customer and **Open full profile**.
3. Open the **Purchases** tab.
4. Select **More Info** for the Offer to refund.
5. Select the **Offer** you wish to pause.
6. Then, open the **More Actions** menu (`…`).
7. And select **Pause Payments**.
8. Confirm your intention to pause the subscription by clicking **Pause Subscription** in the prompt:

<div>
  <iframe />
</div>

After pausing your customer's subscription or payment plan, the site admin will receive a notification in the email address associated with the account notifying you of the change.

<Note>
  **Note:**
  If there is a past due invoice, pausing the subscription will not stop that payment from being re-tried. Pausing will only stop future payments after the paused date.
</Note>

### Resume a customer's subscription

1. Open the **Contacts** tab from your Dashboard.
2. Select the **contact** you wish to pause.
3. Click **Purchases**.
4. Select the **Paused Offer**.
5. Then, open the **More Actions** menu (`…`).
6. Click **Resume Payments**.
7. Confirm your intention to resume the subscription by clicking **Resume Subscription** in the prompt:

<div>
  <iframe />
</div>

After resuming your customer's subscription or payment plan, the site admin will receive a notification in the email address associated with the account notifying you of the change.

## Manually pause a customer's subscription

If you do not want to use the Pause subscription feature, you can also pause subscriptions with the following method.

First, identify the payment method.

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer** you wish to pause/suspend their account.
3. Click **View More** for Total offers in the Contact Preview.
4. Then, select **View** next to the Offer you wish to pause.
5. Determine if your customer processed their payment as a **PayPal Customer** or a **Stripe Customer**:

<div>
  <iframe />
</div>

Now, that you have identified your customer's payment method read the guide for:

* [Stripe](#stripe)
* [PayPal](#paypal)

### Stripe

With Stripe, you can manually pause recurring subscriptions for Active Customers and configure the invoice behavior directly from your Stripe account.

[Check out Stripe's Support for more details.](https://support.stripe.com/questions/how-to-pause-or-cancel-subscriptions)

Please note that performing actions directly in Stripe may not reflect in Kajabi.

#### Pause Stripe subscription

Pause payments processed through Stripe directly from your Stripe account.

[Pause subscriptions in Stripe.](https://support.stripe.com/questions/how-to-pause-or-cancel-subscriptions)

<img alt="Stripe pause subscription" />

Then, temporarily revoke product access.

Want to give access to the Product, but pause the subscription?

If you wish to pause your customer's subscription while still giving them access to their Product(s) skip the revoke product access step.

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer** you wish to pause/suspend their account.
3. Click **View More** for Total offers in the Contact Preview.
4. Then, select **More Info** next to the Offer you wish to pause.
5. Click **Revoke Product** next to all Product(s) you wish to temporarily revoke.
6. In the popup confirmation, click **Yes, Revoke access**:

<div>
  <iframe />
</div>

### Reactivate Stripe subscription

If you chose to pause your customers' subscription indefinitely, you will need to resume the subscription manually in Stripe when you are ready to resume their subscription.

[Pause and resume subscriptions on Stripe.](https://support.stripe.com/questions/how-to-pause-or-cancel-subscriptions)

<img alt="Stripe reactivate subscription" />

When it is time to reactivate your customer's Product Access:

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer** you wish to pause/suspend their account.
3. Click **View More** for Total offers in the Contact Preview.
4. Then, select **More Info** next to the revoked Offer.
5. Click **Resume all products** to reactivate product access:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Easily identify customers you have deactivated and wish to reactivate with Tags. [Use Tags](/articles/contacts/manage-your-contacts/tags-overview) to filter and organize contacts.
</Tip>

### PayPal

PayPal allows you to suspend and reactivate your Customer's Subscription with your PayPal Business or Premier account. [Suspend and reactivate a Subscription in PayPal](https://developer.paypal.com/docs/paypal-payments-standard/integration-guide/manage-subscriptions/#) for detailed instructions.

### Pause PayPal subscription

**Suspend subscription**

1. Log into your PayPal Business or Premier account.
2. Click **Activity** in the top menu.
3. Open the **All transactions** dropdown menu.
4. Select **Subscription payments.**
5. Locate the subscription you wish to suspend and click the subscription name.
6. Click **Suspend**.
7. Confirm in the popup and click **Suspend Profile:**

<div>
  <iframe />
</div>

**Revoke access**

Want to give access to the Product, but pause the subscription?

If you wish to pause your customer's subscription while still giving them access to their Product(s) skip the revoke product access step.

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer** you wish to pause/suspend their account.
3. Click **View More** for Total offers in the Contact Preview.
4. Then, select **View** next to the Offer you wish to pause.
5. Click **Revoke all products** to temporarily revoke all Product(s) included with the Offer.
6. In the popup confirmation, click **Yes, revoke access**:

<div>
  <iframe />
</div>

### Reactivate PayPal subscription

1. Log into your PayPal Business or Premier account.
2. Click **Activity** in the top menu.
3. Open the **All transactions** dropdown menu.
4. Select **Subscription payments.**
5. Locate the subscription you wish to reactivate and click the subscription name.
6. Click **Reactivate**.
7. Confirm in the popup and click **Reactivate Profile:**

<img alt="Reactivate PayPal subscription" />

When it is time to reactivate your Customer's Access:

1. Open the **Contacts** tab from the Dashboard.
2. Select the **Customer** you wish to pause/suspend their account.
3. Click **View More** for Total offers in the Contact Preview.
4. Then, select **More Info** next to the revoked Offer.
5. Click **Resume all products** to reactivate product access:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Easily identify customers you have deactivated and wish to reactivate with Tags. [Use Tags](/articles/contacts/manage-your-contacts/tags-overview) to filter and organize contacts.
</Tip>

### Set up an automation to revoke access

In some cases, you may wish to set an Automation to easily revoke Offer access to your paused customers by simply adding a Tag.

Using Tags can also help identify customers you have paused by filtering your Contacts tab by Tags or by [creating Segments with Tags](/articles/contacts/manage-your-contacts/segment-your-contacts).

This can streamline the process if you are temporarily pausing your customer's subscriptions on a regular basis.

#### Set an Automation with Growth or Pro Plans

1. Open the **Marketing** tab from the Dashboard.
2. Click **Automations**.
3. In the top right corner, click **+ New Automation**.
4. In the When dropdown menu, select **Tag is added**.
5. Enter your Tag name in the **Add Tag** field. We recommend including the name of the Offer that is revoked when this tag is applied to easily assign the correct Tag to your customers. (For example, **Subscription Offer**)
6. In the Then dropdown menu, select **Revoke an offer**.
7. Select the Offer you wish to be revoked when your Tag is added (In this example, the Subscription Offer).
8. Then, click **Save** to keep your changes:

<div>
  <iframe />
</div>

Repeat for each Offer you wish to automatically revoke access to when the specified tag is applied to a customer.

With tags, you can now easily identify customers you have paused by filtering your Contacts tab by your newly created tag.

#### Reactivate a customer's Offer Access

Reactivate your customer's Offer Access while maintaining their Product Start Date and connected payments by removing the Tag from their Profile and manually reactivating your customer's Offer Access from within your Stripe or PayPal account.

<Note>
  **Note:** The action triggered by adding and removing a tag can take a few minutes to process. Once processed, you can see the Offer revoked under the Lifecycle tab.
</Note>


# Perform bulk actions in the Contacts tab
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab

Apply actions to multiple contacts at the same time in the Contacts tab.

Bulk actions allow you to streamline the process of applying various actions to multiple contacts in your Contacts tab, such as Revoking Access to an Offer, Registering to an Event, Adding Tags, and more.

Looking to view groups of your contacts instead? [Navigate the Contacts tab](/articles/contacts/manage-your-contacts/contacts-tab-overview) to explore segment views.

## Perform a bulk action

To toggle the bulk action options in the Contacts tab:

1. Open the **Contacts** tab from the Dashboard.
2. Filter your contacts to narrow your List or select [custom segments](/articles/contacts/manage-your-contacts/segment-your-contacts).
3. Check **Select All**.
4. Open the **Actions** dropdown menu.
5. Select the action you wish to apply.
6. Follow the prompts.
7. Click **Submit:**

<div>
  <iframe />
</div>

## Offers

* [Grant or Revoke an Offer](../../sales/offers/how-to-grant-an-offer)

<img alt="Bulk actions offers" />

## Email Sequences

* Subscribe to or Unsubscribe from an Email Sequence

<img alt="Bulk actions email sequences" />

## Events

* Register to or Deregister from an Event

[Explore Events on Kajabi](../../marketing/events/event-overview)

<img alt="Bulk actions events" />

## Tags

* Add or remove Tags

[Understand tags on Kajabi](/articles/contacts/manage-your-contacts/tags-overview)

<img alt="Bulk actions tags" />

## Export

* [Export a CSV](/articles/contacts/manage-your-contacts/how-to-export-your-contacts) of your entire list or a segmented selection

<img alt="Bulk actions export" />

## Unsubscribe

* Unsubscribe contacts from all [email marketing](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

<img alt="Bulk actions unsubscribe" />

<Note>
  **Note:**
  Bulk unsubscribes and bulk deletions export the list to the email address associated with your Kajabi account to recover your unsubscribed or deleted contacts if needed. Be sure to download the CSV within three days of unsubscribing or deleting, after which the link will expire.
</Note>

## Delete

* Permanently remove contacts

<Warning>
  **Important:**
  Use extreme caution and discretion when bulk deleting. Do not run the action until you are absolutely certain there is no other way to accomplish your goal. Once a contact is deleted, we cannot restore them.
</Warning>

<img alt="Bulk actions delete" />


# Purchase information page overview
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/purchase-information-page-overview

Navigate the Purchase Information Page to view purchase details, revoke Product access, perform refunds, and more.

## What is the purchase information page?

Manage your customer's purchases and granted Offers from your Contacts tab.

On the purchase information page:

* View the overview information for the Offer purchased or granted
* Review any transaction activity such as refunds, subscription charges, and payments if applicable
* Manage Product access for the list of Products that may be included with the Offer purchased or granted
* And manually cancel any future payments and [revoke access](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer) from your Customer's Purchase Information Page

<img alt="Purchase information page overview" />

## Access the Purchase Information Page

### View a customer's Purchase Information Page

1. Open the **Contacts** tab from your Dashboard.
2. Select the Customer you wish to view.
3. Click into **View More** next to "Total Offers" from the Contact Preview.
4. Locate the Offer you wish to view.
5. Click **More Info** to open the Purchase Information Page for the Offer:

<div>
  <iframe />
</div>

To access the Purchase Information Page, you will first encounter the Purchases tab. This is a great place to view the at-a-glance information about each Offer Purchase before accessing the Purchase Information Page for more info.

The Purchases tab will display:

* Offer title
* Purchase date
* Purchase amount
* Subscription status
* Access status (if access has been [revoked](/articles/contacts/manage-your-contacts/what-is-the-difference-between-revoking-an-offer-and-payment-cancelations))

<img alt="Purchases tab" />

## Purchase overview

View more information about the purchased or granted Offer in the Purchase Overview.

### The Purchase Overview can include

* Customer's Name
* Customer's Email
* Offer Title and Status: Active, Paid, Completed, Cancelled
* Their [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview) email if applicable
* Stripe Customer ID or PayPal Customer ID if applicable. (Click the View to navigate to your Stripe or PayPal account to view more payment information)
* Purchase Date
* Access Start Date. [View start date details](/articles/contacts/manage-your-contacts/how-to-change-a-customers-start-date)
* Access end date if applicable
* Price of the Offer when purchased
* Payment exchange rate if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)
* Fees if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)
* Net profit if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)

For example, a customer with an active subscription may display the following information in the Purchase Information Overview:

<img alt="Purchase overview example" />

### Granted Offers will display

* Customer Name
* Offer Title
* Purchase Created Date
* Access Start Date
* And the Price will be listed as "granted"

For example, a customer with a Granted Offer will display the following information in their Purchase Information page:

<img alt="Granted offer example" />

## Transactions

The Transactions tab of your Purchase Information Page will display subscription transactions related to the purchased Offer.

The Transactions tab will record when a subscription payment is successful, for upcoming payments, if a refund is given, failed payments, and the payment exchange rate if applicable.

If you manage transactions from your Stripe or PayPal account, adjusted activity may not be displayed on the Purchase Information Page.

Refer to your Stripe or PayPal account for more detailed information about your customer's transactions.

The Transactions page can also be used to [resend and edit customer receipts](../../sales/offers/how-to-send-receipts-with-kajabi), [refund payments](/articles/contacts/manage-your-contacts/refund-your-customers), as well as [manually retry failed payments](../../sales/kajabi-payments/how-to-manage-failed-payments-with-kajabi-payments) if processed through Kajabi Payments.

<Note>
  **Note:**
  The Transaction Activity will not display for Granted Offers and the payment exchange rate will not show for transactions processed before October 27th, 2023.
</Note>

## Products included in this Offer

View the Offer title and review the Product(s) included with the Offer purchased or granted.

In the Products Included section of your Purchase Information Page, view a brief overview of the Product Access Start Date and your Customer's Product Progress:

<img alt="Products included section" />

If you wish to revoke access to an individual Product for a customer this allows you to gain insight into your Customer's engagement and re-assess before revoking.

## Cancel payments and access

The More Actions menu (`…`) of the Purchase Information Page Overview will vary depending on whether the Offer was purchased or granted.

If the Offer was purchased as a recurring subscription or multiple payments you will have the ability to Cancel Payments and Revoke Access directly from the Purchase Information Page. [Cancel a customer's subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription)

However, if the Offer was granted or if the Offer does not contain any future payments (i.e., One-Time Payment Offer) you can Revoke Access to the entire Product offering for the Offer purchased or granted. [Revoke product access from a customer](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer)

<img alt="Cancel payments and access" />


# Refund customers
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/refund-your-customers

Issue full or partial refunds to customers directly from a Kajabi account.

Refund your customers directly from your Kajabi account. If you wish to refund your customers in Stripe or PayPal, read [Cancel and refund a payment in Stripe](../../api-integrations/payment-integrations/how-to-cancel-and-refund-a-payment-in-stripe) or [Cancel and refund a transaction in PayPal](../../api-integrations/payment-integrations/how-to-cancel-and-refund-a-transaction-in-paypal) for details.

## Refund a customer

To perform a full or partial refund for your Customer(s) from the Transactions page:

1. Open the **Sales** tab from the Dashboard.
2. Select **Payments** from the Sales tab.
3. From the Payments page, select **Transactions** to be taken to the Transactions page.
4. Here you can search or filter to find the customer's transaction that you want to refund. [View transaction details](../../sales/kajabi-payments/transactions)
5. Once you have found the payment you wish to refund and select the `…` button for **More Actions**.
6. In the More Actions drop-down menu, select **Refund**.
7. Enter your **Refund amount** and select a reason (optional) for your records.
8. Press **Refund** to complete the Refund process:

<div>
  <iframe />
</div>

Perform a full or partial refund for your Customer(s) from the Contacts page:

1. Open the **Contacts** tab from the Dashboard.
2. Search or Filter your Contacts to locate the Customer you wish to refund.
3. Select the **name** of the Customer you wish to refund.
4. Click **View More** next to "Total Offers".
5. Select **More Info** for the Offer to refund.
6. Open **Purchases**.
7. Select the **Transaction** you wish to refund.
8. In the Transactions tab, click the `…` button for **More Actions**.
9. Select **Refund**.
10. Enter your **Refund amount** and select a reason (optional).
11. Press **Refund** to complete.

### Tax-exclusive refunds

When issuing a refund:

* Enter the refund amount excluding taxes.
* Kajabi automatically calculates the corresponding tax amount.
* The total refund sent to the customer includes both the refund amount and calculated taxes.

Before confirming the refund, you will see a message showing the refund amount, tax amount, and total refund that will be sent.

**Example**

* A partial refund of **$4.00** results in **$4.00 plus applicable taxes** being refunded to the customer.
* Refunding the full **$5.00** subtotal results in **$5.00 plus full taxes**, returning the original total paid.
  * Kajabi tracks refunded sales tax, so sales tax reports correctly account for refunded amounts

<img alt="Tax-exclusive refund example" />

### Tax-inclusive refunds

For tax-inclusive payments, taxes are already included in the price paid by the customer.

When issuing a refund:

* Enter the total amount you want to refund.
* Kajabi automatically determines how much of that amount is tax.
* The total refund sent to the customer matches the amount you entered.

Before confirming the refund, you will see a message showing how the refund amount is split between subtotal and taxes.

**Example** when tax is included in the offer price:

* Refunding **$1.00** results in **$1.00** being refunded to the customer.
  * Kajabi determines the amount of sales tax that was included in the purchase so sales tax reports correctly account for refunded amounts

<img alt="Tax-inclusive refund example" />

## Send refund receipts

Once activated, refund receipts will be automatically emailed for all full and partial refunds issued.

The refund receipt message can also be customized to better fit your brand.

To activate refund receipts:

1. From your Kajabi Dashboard click **Settings**.
2. In Settings, navigate to **Customer Payments**.
3. Turn ON the **Send receipt for refunds** option.
4. Customize your Refund Receipt message. (Optional)
5. Hit Save then preview your Refund Receipt:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you are seeking a refund for an account payment made to Kajabi, please reach out to [our support team](../../resources/support/how-to-contact-kajabi-support).
</Note>

## Kajabi Cart refunds

With [Kajabi Cart](../../sales/checkout/kajabi-cart-overview), you can easily issue refunds for entire orders or specific items within an order. Whether you want to refund the full value of a single item or a partial amount for one or more items, the process is straightforward.

To initiate a refund (full or partial) for a [Kajabi Cart](../../sales/checkout/kajabi-cart-overview) order, follow these steps:

1. Open the **Sales** tab from the Dashboard.
2. Select **Payments** from the Sales tab.
3. On the Payments page, choose **Transactions** to access the Transactions page.
4. Use the search or filter options to locate the customer's transaction that you want to refund. [View transaction details](../../sales/kajabi-payments/transactions).
5. Once you have found the transaction you wish to refund, select the … button to open the **More Actions** menu.
6. In the drop-down menu, select **View More Details.**
7. On the Transaction Details page, select **Refund.**
8. Next, you'll be directed to the Cart Refund page. Here you can select the items that you wish to refund by checking the box to the left of the offer.
9. Once the box is checked, enter your **Refund amount** and select a reason (optional) for your records.
10. Decide if you want to send a refund receipt to your customer by selecting the corresponding checkbox.
11. Click **Refund** to complete the process:

<div>
  <iframe />
</div>


# Revoke Product access from a customer
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer

Remove a customer's access to a Product after they have finished a course, failed to pay, or failed to comply with terms and conditions.

<Note>
  **Note:**
  Customers do not receive a notification after being revoked from a Product.

  Remember that revoking access for a recurring subscription or payment plan Offer will not deactivate future payments. Read [Cancel a customer's subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription) to cancel future payments and revoke access.
</Note>

## Revoke access to a Product

Revoking access to a Product removes the Product from your customer's Library.

This lets you retain your customer's records (i.e., [Product Progress](../../analytics/report-product-progress)), but prevents them from accessing the revoked content.

<Note>
  **Note:**
  You can revoke access to all or multiple customers using Bulk Actions inside the **Contacts** tab. [Learn more](/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab)
</Note>

To revoke access:

1. Open the **Contacts** tab from the Dashboard.
2. Select the customer you wish to revoke access for.
3. Click **View More** under **Total products** in the contact preview.
4. Select **More Info** next to a Product you wish to revoke.
5. Click **Revoke Access** next to all Product(s) you wish to revoke.
6. In the popup confirmation, click **Revoke access** to confirm:

<div>
  <iframe />
</div>

Revoking an Offer will display the **Access status** row in the **Purchases** tab with the indicator **Access revoked** and the party responsible for the action (e.g., email of the person or by automation).

The following are revoked indicators that may appear in the **Purchases** tab:

* **Revoked by automation**: An Automation has been set up to revoke the Offer.
* **Revoked by [email@example.com](mailto:email@example.com)**: The person that revoked the Offer is indicated by their email address.
* **Revoked by our support team**: A "@kajabi.com" user has revoked access.
* **Revoked**: The Offer was set to restrict access after a certain number of days or the subscription was set to cancel.

<Note>
  **Note:**
  If a customer has access to the Offer, then no access row will be shown.

  Deleting an Offer from your **Products** tab will not revoke access to the Products included with the Offer for your existing customers of that Product.
</Note>

## Pause or suspend a subscription

Pausing or suspending your customer's subscription or payment plan temporarily disables your customer's billing. This can be done in the case that your customer is temporarily unavailable to be billed. For example, your customer may wish to temporarily disable their subscription or payment plan while they are on vacation and resume it when they return. Learn how to [pause your customer's subscription](/articles/contacts/manage-your-contacts/pause-your-customers-subscription-or-payment-plan).


# Segment contacts
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/segment-your-contacts

Design personalized marketing and efficiently manage your list by segmenting contacts using default and custom Segments.

Design personalized marketing and efficiently manage your list by segmenting your contacts. Organize your contacts and customers in the Contacts tab by utilizing default **Segments** and creating custom Segments.

<div>
  <iframe />
</div>

## What is segmenting?

Segmenting your contacts is a method of dividing your list into small groups based on similar attributes (e.g., subscription status):

<img alt="Segmenting contacts" />

### Commonly segmented groups include

* Purchasing habits
* Needs
* Lifestyle
* Age
* Interests

Segmenting is not only a method of efficiently managing your list but can also be used as a powerful marketing technique. Organizing your list in custom segments can give you insight to personalize your marketing and improve your ability to communicate with different groups of your contacts.

## Why segment contacts?

In short, segmenting your contacts greatly improves your ability to manage your list efficiently and design personalized marketing to better communicate with your contacts.

Creating generalized marketing to attempt to reach all of your contacts typically results in mixed responses. Some contacts may respond positively to one campaign while others may not. Regardless of how effective or creative your marketing efforts are for some, they may not reach others as intended. This can result in contacts unsubscribing or even blocking you.

### Segmenting contacts can help you

* Increase engagement by designing [marketing campaigns](../../marketing/email-campaigns/email-campaigns-overview) specific to groups of contacts based on various similar attributes such as products owned, emails received, custom [tags](../../contacts/manage-your-contacts/tags-overview) and more
* Gain insight into the patterns and trends of your contacts with [automations and tags](../../contacts/manage-your-contacts/tags-overview) and assigning each to a custom segment
* Review your Customer's [Product Progress](../../analytics/report-product-progress) and bring focus to your stats
* Efficiently [manage the Contacts tab](../../contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab) by quickly navigating between specified Segments

Segment your contacts and take control of your list to enhance and personalize your contacts experience with your brand and your business at every touchpoint.

<Note>
  **Note:** Looking to segment your contacts upon form submission or purchase? Set up [Tag Automations](../../contacts/manage-your-contacts/tags-overview) to automate this process.
</Note>

## Default segments

There are default segments added to the Contacts tab that will always be visible for ease of use: **All Contacts, Customers, Subscribed, Inactive, and Excluded**.

* **All Contacts**: A view of all of your Contacts — this includes both Customers and Contacts. Understand the difference between [Customers and Contacts](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).
* **Customers**: A Customer view for only users who have purchased something from your site or have been granted an Offer.
* **Subscribed**: A subscriber view of those that have opted-in to receive any type of emails from you.
* **Inactive**: A subscriber view of those that have not opened your emails in the last 90 days.
* **Hard Bounced**: A contact that experienced a permanent error that can be caused by invalid emails, disabled inboxes, or if the domain doesn't exist. [Understand hard bounces](../../marketing/email-campaigns/email-metrics-overview#h_01EDPQC3J9TEWVG6AKKY7C6CDY)
* **Excluded**: A contact that subscribed to your marketing emails, but are identified as high-risk and inactive. [Understand contact exclusions](../../contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list)

<img alt="Default segments" />

## Custom segments

Create custom segments based on similar attributes to better organize and design marketing campaigns for your contacts.

### Create and save a custom segment

1. Open the **Contacts** tab from your Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**.

<Tip>
  **Tip:** Stack multiple filters to create an even more specific segment by simply including additional filters.
</Tip>

4. Click **Apply**.
5. After selecting your filter(s) save your filtered list into a Segment by clicking **Save as Segment**.
6. Create a title for your Custom Segment.
7. Click **Save**:

<div>
  <iframe />
</div>

Access your custom segment in your Contacts tab, when sending Email Campaigns, creating Automations, adding Tags, and reviewing your Analytics.

Looking to export your segmented list? [Export your contacts](../../contacts/manage-your-contacts/how-to-export-your-contacts) to download a CSV of the filtered selection.

### Remove a custom segment

1. Open the **Contacts** tab from your Dashboard.
2. Select **Segments**.
3. Navigate to your custom Segment.
4. Click the `…` menu.
5. Select **Delete**.
6. Complete the pop-up prompt.
7. Click **Delete** again to confirm the action (this action cannot be undone).

<div>
  <iframe />
</div>


# Tags overview
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/tags-overview

Add tags to contacts to efficiently manage and organize your contact list.

Add **Tags** to your contacts to efficiently manage the contacts in your Contacts tab. Utilize Tags to organize and categorize your list.

<div>
  <iframe />
</div>

## What are tags?

Tags are tools to help you manage your contacts on Kajabi.

With Tags on Kajabi, you can create segments, filter your contacts, create email sequences specific to contacts with a Tag, and more.

Tags are built to help you organize, categorize, and manage your list more efficiently throughout your site on Kajabi.

### How many tags can I create?

You can create up to 100 total Tags in a site.

## Manually add tags to contacts

### Add tags to individual contacts

1. Open the **Contacts** tab from the Dashboard.
2. Select the name of the contact you wish to view.
3. Click **Add Tag**.
4. Open the dropdown menu to create a tag or choose an existing one.
5. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** This process is the same for [Customers and Contacts](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber). Keep in mind that each site has a total limit of 100 tags per site.
</Note>

## Add a tag during import

### Tag contacts during import

1. Open the **Contacts** tab from the Dashboard.
2. Navigate to the top right corner of the page.
3. Click **+ Add Contacts**.
4. Follow the importing process.
5. After mapping your columns, select **Add Tags** in the Bulk Actions step.
6. Select an existing tag or enter a tag:

<img alt="Add tag during import" />

## Add tags with automations

Automatically add tags after a set action occurs with Automations.

Follow the links below to learn more about adding tags with automations:

* [Add a tag after form submission](../../marketing/automations/add-tags-with-automations#h_1fb444d3-f13e-4479-b7a0-ae4a4d335d19)
* [Add a tag after an email sequence is completed](../../marketing/automations/add-tags-with-automations#adding-a-tag-after-an-email-sequence-is-completed)
* [Add a tag after an offer purchase](../../marketing/automations/add-tags-with-automations#adding-a-tag-after-an-offer-purchase)

## Bulk tag

### Add tags to a filtered selection of contacts in bulk

1. Open the **Contacts** tab from the Dashboard.
2. Click the checkbox to bulk select your contact list.
3. Use **Filters** to narrow your list.
4. After selecting all, click the **Bulk Actions** dropdown menu.
5. Navigate to **Tags** in the dropdown menu.
6. Click **Add Tag** to select an existing Tag or enter a Tag.
7. Click **Submit**. All the users in your filtered selection will be tagged:

<img alt="Bulk tag contacts" />

## Remove a tag from a user

### Remove a tag from a contact

1. Open the **Contacts** tab from the Dashboard.
2. Select the name of the contact you wish to edit.
3. Click **Open full profile**.
4. Click the **remove icon** to the right of the Tag name:

<img alt="Remove tag from contact" />

## Edit an existing tag

### Edit a tag

1. Open the **Contacts** tab from your Dashboard.
2. Click **Manage tags**.
3. Click the pencil icon to edit the Tag:

<div>
  <iframe />
</div>

## Permanently delete a tag

### Delete a tag from a site

1. Open the **Contacts** tab from your Dashboard.
2. Click **Manage tags**.
3. Click the delete icon next to the Tag.
4. Confirm the deletion by retyping the Tag name exactly as it appears.
5. Click **Delete tag** to confirm:

<div>
  <iframe />
</div>

<Note>
  **Note:** Each site has a total limit of 100 Tags.
</Note>


# Transaction details page overview
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/transaction-details-page-overview

Navigate a customer's Transaction Details page to view purchase details, revoke Product access, perform refunds, and more.

The **Transaction Details** page is a unique page created for every transaction that your customers make, allowing you to view all of the meaningful information about a purchase and take action on the transaction if necessary.

On the transaction details page:

* View the overview information for the Offer purchased or granted
* Review any transaction activity such as refunds, subscription charges, and payments if applicable
* View and or send receipts
* Edit receipt Contact info
* Edit access start date
* Revoke all products or individual products
* Refund transactions
* Manage product access to the list of products that may be included with the offer purchased or granted
* Manually cancel any future payments and [revoke access](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer) from your Customer's Transaction Details page
* Respond to disputes if applicable. [Explore the Disputes page](../../sales/kajabi-payments/disputes-page-overview)

<img alt="Transaction details page" />

## Access the Transaction Details page

**To view a Customer's Transaction Details Page:**

1. Open the **Contacts** tab from your Dashboard.
2. Select the Customer you wish to view.
3. Click into **View More** next to "Total Offers" from the Contact Preview.
4. Locate the Offer you wish to view.
5. Click **View Details** to open the Transaction Details Page for the Offer.
6. Click **Transactions** tab (only applicable to Subscriptions and Payment Plans):

<div>
  <iframe />
</div>

To access the Transaction Details Page, you will first encounter the Purchases tab. This is a great place to view the at-a-glance information about each Offer Purchase before accessing the Transaction Details page for more info.

The Purchases tab will display:

* Offer title
* Purchase date
* Purchase amount
* Subscription status
* Access status (if access has been [revoked](/articles/contacts/manage-your-contacts/what-is-the-difference-between-revoking-an-offer-and-payment-cancelations))

<img alt="Purchases tab" />

## Transaction details

View more information about a purchased or granted Offer on the Transaction Details page. The information displayed on this page may slightly differ based on the offer type, whether it's a one-time purchase, subscription, payment plan, invoice, granted offer, etc.

### Transaction Details page contents

* Customer's Name
* Customer's Email
* Offer Title and Status: Active, Paid, Completed, Cancelled
* Their [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview) email if applicable
* Stripe Customer ID or PayPal Customer ID if applicable
* Purchase Date
* Access Start Date. [Explore access start dates](/articles/contacts/manage-your-contacts/how-to-change-a-customers-start-date)
* **Access end date** (if applicable). To change the access end date, use the **Edit access end date** option in the **More Actions** (...) menu.
* Price of the Offer when purchased
* Payment exchange rate if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)
* Fees if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)
* Net profit if purchased via [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview)
* Dispute information and status if applicable. [Respond to a dispute with Kajabi Payments](../../sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments)

## One-time payments

If you are viewing the transaction details page for a [One-Time Payment](../../sales/offers/how-to-create-a-one-time-payment-offer) purchase, the page will show transaction details, customer details, as well as refund info if the payment has been refunded.

## Subscriptions and Payment Plans

Navigating to the transaction details page for a [Subscription](../../sales/offers/how-to-create-a-subscription-offer) or [Payment Plans](../../sales/offers/create-a-payment-plan-offer) purchase will present you with an Overview and Transactions tab.

The Subscription details page will show subscription details and customer details, as well as refund info if any of the subscription payments have been refunded:

<img alt="Subscription details" />

The Payment Plans page will show payment plan details, customer details, as well as refund info if any of the payment plan installments have been refunded:

<img alt="Payment plan details" />

If the purchase is an active Subscription or Payment Plan Offer you can use the "More Actions" (…) menu to update the subscription, pause, or cancel future payments, edit subscription start date, and copy their Kajabi Payments ID:

You can also use the **More Actions** (...) menu to edit access dates for the customer's transaction:

* **Edit access start date:** Changes when the customer's access begins. Changing the start date does not affect the access end date.
* **Edit access end date:** Changes when the customer's access expires. Use this option to extend or shorten a customer's access without modifying their billing.

<img alt="More actions menu" />

**To view more in-depth transaction information for a Subscription or Payment Plan purchase:**

1. From the transaction details page, click **Transactions**.
2. Locate the transaction you wish to view, then select the **"More Actions" (…) menu.**
3. Click **view transaction** to view more information about that transaction:

<img alt="View transaction" />

You will then be taken to the individual transaction page where you can view more details.

The Transactions tab will record when a subscription payment is successful, for upcoming payments, if a refund is given, failed payments, and the payment exchange rate if applicable.

If you manage transactions from your Stripe or PayPal account, adjusted activity may not be displayed on the Payment Details Page.

Refer to your Stripe or PayPal account for more detailed information about your customer's transactions.

The Transactions page can also be used to [resend and edit customer receipts](../../sales/offers/how-to-send-receipts-with-kajabi), [refund payments](/articles/contacts/manage-your-contacts/refund-your-customers), as well as [manually retry failed payments](../../sales/kajabi-payments/how-to-manage-failed-payments-with-kajabi-payments) if processed through Kajabi Payments.

## Granted Offers

The Transaction Details page will vary if the Offer was granted instead of purchased.

### Granted Offers will display

* Customer Name
* Offer Title
* Purchase Created Date
* Access Start Date
* The Payment summary will list the subtotal and total as "free"

For example, a customer with a Granted Offer will display the following information on their Transaction Details page:

<img alt="Granted offer details" />

## Disputed Offers

When a customer files a dispute, an alert will appear on the Transaction Details page, displaying the dispute status. This banner will update as the dispute progresses and is where you can manage and respond to disputes. [Respond to a dispute with Kajabi Payments](../../sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments).

To view and manage all disputes in one place, visit the [Disputes page](../../sales/kajabi-payments/disputes-page-overview).

### View disputed transactions

#### One-time transaction disputes

Disputes for **one-time transactions** will be displayed on the **Transaction Details page**:

<img alt="One-time dispute" />

#### Subscription and Payment Plan transaction disputes

To view disputed **subscription or payment plan transactions**:

1. Go to the **Transaction Details** page.
2. Click **Transactions**.
3. Find the disputed transaction, then select the **More Actions** (…) menu.
4. Click **View transaction** to see more details and respond to the dispute.

<img alt="Subscription dispute" />

## Products included in an Offer

View the Offer title and review the Product(s) included with the Offer purchased or granted.

In the Products Included section of the Transaction Details Page, view a brief overview of the Product Access Start Date and your Customer's Product Progress:

<img alt="Products included" />

In this menu, you can choose to revoke all products in the offer, or revoke individual products by using the (…) drop-down menu.

## Cancel payments and access

The More Actions menu (…) of the Payment Details Page Overview will vary depending on whether the Offer was purchased or granted.

If the Offer was purchased as a recurring subscription or payment plan you will have the ability to Cancel Payments and Revoke Access directly from the Transaction Details page. [Cancel a customer's subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription)

However, if the Offer was granted or if the Offer does not contain any future payments (i.e., One-Time Payment Offer) you can Revoke Access to the entire Product offering for the Offer purchased or granted. [Revoke Product access from a customer](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer)

<img alt="Cancel payments and access" />


# Preview the customer experience
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-do-my-customers-see

Create a test customer account to experience your site from a customer's perspective.

Creating a **test customer account** lets you experience your site exactly as your customers do, from logging in to accessing their Library and Products.

<div>
  <iframe />
</div>

## Create a test customer account

With a test customer account you can experience logging in, accessing the Library, viewing Products, and changing customer settings.

To get started, clear your cache and cookies from your browser or open a private/incognito window or use a different browser.

1. Open the **Contacts** tab from your Dashboard.
2. Click **+ Add Contacts**.
3. Select **Add Single Contact**.
4. Enter **First Name**, **Last Name**, and **Email**.

<Note>
  **Note:** You will need to use a valid email where you can receive mail.
</Note>

5. Check **Grant offers** from the **Extra Actions** dropdown.
6. Select at least one Offer from the Select offers dropdown.

<Note>
  **Note:** We recommend granting all the Offers you wish to test to view the Products in your test customer's Library.
</Note>

7. Click **Save:**

<div>
  <iframe />
</div>

## Log in as a customer

Your customers will access their Library by logging in through their customer account. As the creator of your site, you can customize your customer's login experience with the Login Page.

[Build a Login Page](../../website/pages/how-to-build-your-login-page)

After you have created your test customer account you can preview the login experience to better understand how your customers access their purchased or granted Products.

### Log in with a test customer account

1. In a private/incognito window open your website.
2. Open the [User Menu](../../website/pages/how-to-add-a-user-menu-to-your-page-header) on your site.
3. Enter your test customer's credentials.
4. Click **Log In**:

<div>
  <iframe />
</div>

## View the customer Library

Logging into your site will bring your customers to their Library page.

The Library page contains all of the Product(s) your customer has purchased or been granted:

<img alt="Customer library page" />

After logging into your test customer's account, you will be brought to your test customer's Library page. Your Library may look different from the example above depending on how you choose to design and customize your customer's Library experience.

[Customize a Library page](../../website/pages/customizing-your-library-page)

## View a Product as a customer

With Kajabi you can create various types of Product(s) to best deliver your value: online courses, coaching dashboards, and Podcasts.

Depending on your Product and how you choose to brand and design your Product, your customer's experience with your Product(s) will be unique to your business.

With your test customer account you can experience your Product(s) just as your customers would.

### View a Product with a test customer account

1. In a private/incognito window open your website.
2. Open the login page from your site.
3. Enter your test customer's credentials.
4. Click **Log In**.
5. Select the **Product** you wish to view:

<div>
  <iframe />
</div>

## Change customer settings

Your customers can [view and download purchase receipts](../../contacts/manage-your-contacts/customer-update-of-customer-settings), and update their email preferences, [contact information](../../contacts/manage-your-contacts/customer-update-of-customer-settings), [billing information](https://help.kajabi.com/hc/en-us/articles/360038895373), and password by logging into their account to access their Customer Settings.

### View the customer settings page

1. After logging in, click on the avatar in the top right corner of the page.
2. Select **Settings** from the dropdown.
3. Here you can edit your test customer's information:

<div>
  <iframe />
</div>

[Explore customer settings](../../contacts/manage-your-contacts/customer-update-of-customer-settings)


# Understand subscription status
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-does-the-subscription-status-mean

The subscription status indicates whether contacts are subscribed to receive marketing emails.

The subscription status is an important indicator as to whether or not your contacts are subscribed to receive your [marketing emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

## Subscription status

The subscription status is located in the Email Marketing column in your [Contacts tab](../../contacts/manage-your-contacts/contacts-tab-overview):

<img alt="Subscription status in Contacts tab" />

A contact is added to your site by [manually adding them to your Contacts tab](../../contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site) or by subscribing through a [Form](../../marketing/forms/create-and-build-your-form) or [Automation](../../marketing/automations/automations-overview). By subscribing, your contacts give you permission to send email campaigns to their subscribed email address.

With Kajabi, your Contacts tab makes it easy for you to view the contacts that are subscribed or not subscribed.

<Tip>
  **Tip:** Use the default segments in your Contacts tab to sort your list by subscribed, ornot-subscribed. [Explore default segments](../../contacts/manage-your-contacts/segment-your-contacts#default-segments).
</Tip>

## Subscribed

Subscribed contacts are subscribed to receive your marketing emails.

Their subscription status will display in your Contacts tab as "Subscribed" under the Email Marketing column:

<img alt="Subscribed status" />

## Unsubscribed

Unsubscribed contacts will not receive your marketing emails.

There are many ways a contact can be unsubscribed from your marketing emails. To help you understand the unsubscribe action, Kajabi includes the following indicators in the Email Marketing column:

* **Manual Unsubscribe:** You or one of your authorized users unsubscribed the contact. Or the contact manually unsubscribed from your email marketing by updating their [email preferences](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences) from their account.
* **Opted out:** Contact opted out from receiving your marketing emails by clicking unsubscribe in the footer of the email received.
* **Bounced:** [Automatically unsubscribed](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list) as a result of a hard-bounced email.
* **Marked spam:** Contact marked the email as spam in their inbox.
* **Never Subscribed:** Contact was [added to the Contacts tab](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) without ever subscribing to marketing emails.

<img alt="Unsubscribed status indicators" />

<Note>
  **Note:** By default, Forms are set up as a Double-Opt-In. If your contacts have completed an opt-in Form but do not appear in your Contacts tab, they may need to confirm their intention to subscribe from their email inbox. [Enable and disable Double Opt-Ins for Forms](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in#h_abc992f3-09f3-470c-9dd0-47a3e2ca8dc5).
</Note>


# Understand Gravatar for contact avatars
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-gravatar

Gravatar works with Kajabi to personalize contacts with globally recognized avatars.

With Kajabi, you can enable contact avatars to bring your contacts to life with Gravatar.

A Gravatar stands for a **G**lobally **R**ecognized **Avatar**.

Gravatar is a free avatar creation service that Kajabi works with to personalize and individualize your contacts in your Contacts tab.

It is important to note that Gravatar doesn't change the avatar of your contacts email, but is used to associate an avatar with their email address. This is important to understand because a Gravatar may not automatically display for every contact, instead they are only displayed for recipients with email clients (i.e., Gmail) that support Gravatar.

[Visit the Gravatar website](https://en.gravatar.com/).


# Distinguish between customers, contacts, and subscribers
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber

Understand the difference between customers, contacts, and subscribers in Kajabi and who is considered an active customer.

Subscribers, customers, and contacts serve different roles in Kajabi. Understanding these distinctions helps you manage your audience and tailor your communication effectively.

<div>
  <iframe />
</div>

## Understand contacts

To better understand the terms contacts, customers, and subscribers in Kajabi, it is best to begin by understanding where these terms can be found, the Contacts tab:

<img alt="Contacts tab overview" />

In the Contacts tab, your List contains [default Segments](../../contacts/manage-your-contacts/segment-your-contacts#default-segments) including:

* **All:** A view of all of your contacts — this includes customers, subscribers, and contacts that may have unsubscribed or may have never subscribed.
* **Customers:** A view of contacts that have purchased an Offer from your site or have been granted an Offer.
* **Subscribed:** A view of contacts that have expressed consent to receive any marketing emails from you.

Contacts can be any person in your Contacts tab whether they have subscribed, unsubscribed, purchased an Offer, or have been granted an Offer.

## Understand customers

A customer is a user or contact that has completed a purchase or has been granted an Offer on your site.

Customers can be identified in your Contacts tab by the blue checkmark icon on their avatar:

<img alt="Customer identification" />

Customers of your site may also be considered a subscriber if they are subscribed to receive your marketing emails. In the same way, subscribers may be customers if they have access to your Offer(s).

Depending on how they received access to an Offer will determine the automatic emails they receive.

* **Purchased an Offer:** Your customer will receive the Purchase Confirmation Email containing a congratulatory message and the link to the Login Page of your site. Review the [purchase flow of a customer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).
* **Granted an Offer:** Your customer will receive the Offer Grant Confirmation email containing a congratulatory message and the link to the Login Page of your site and the Member Welcome Email with a customer's login credentials. If the Offer is granted to an existing customer, your customer will only receive the Offer Grant Confirmation email. [Edit the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications).

<Note>
  **Note:** Your customer may receive additional emails if configured in the [Offer After Purchase Settings](../../sales/offers/how-to-include-additional-settings-for-your-offer).
</Note>

## Understand subscribers

A subscriber is a user or contact that has provided consent to receive your [marketing emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails). Subscribers can be added to your site through a [Form submission](https://help.kajabi.com/hc/en-us/articles/360037456154) or [imported onto your site](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi).

Although subscribers may also be customers of your site, subscribers are not required to be customers to receive marketing emails. As long as the subscriber has provided the proper permissions to receive marketing emails, they are considered subscribers.

Keep in mind that contacts in your Contacts tab may not always be a subscriber. For example, contacts in your Contacts tab may not be subscribers if:

* the contact [manually unsubscribes](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list#h_549ed792-86b8-41dd-8aa1-eeae61b70b60),
* results in a [hard bounced email](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list),
* does not [confirm a Double Opt-in Form](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in),

<Note>
  **Note:** A status of "Not confirmed" means the contact submitted a form with Double Opt-In enabled but has not yet clicked the confirmation link in their email. This status cannot be manually changed to Subscribed. To prompt a new confirmation email, submit a Double Opt-In Form on their behalf. [Learn how to resubscribe a contact](https://help.kajabi.com/articles/contacts/manage-your-contacts/can-i-resubscribe-a-contact-if-i-accidentally-unsubscribe-them).
</Note>

* or was [imported without selecting Subscribe to marketing emails](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi).

If any of the examples apply, the contact will not be considered a subscriber and will not receive your marketing emails.

Identify your contacts subscription status directly from the Contacts tab:

<img alt="Subscription status in Contacts tab" />

<Tip>
  **Tip:** Included with the Unsubscribed status is the action that triggered the Unsubscribe. Review the [Subscription Status](../../contacts/manage-your-contacts/what-does-the-subscription-status-mean) for details.
</Tip>


# Distinguish between Insights and Analytics
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-the-difference-between-insights-and-analytics

Understand the difference between People Insights and Site Analytics to make better data-driven decisions.

Kajabi provides two tools for understanding your audience and how they engage with your site and marketing materials: Insights and Analytics. Both provide aggregated data to help you analyze your unique statistics and implement best practices.

<div>
  <iframe />
</div>

## Insights

Insights is Kajabi's feature that allows you to view a breakdown of your contact and member engagement with your email marketing.

[Explore Insights](../../analytics/insights-overview).

<img alt="Insights page" />

## Site Analytics

Site Analytics help you assess your Net Revenue, Subscription Metrics, Opt-ins, Page Views, Offers Sold, Affiliates, and Recent Transactions all in one convenient location.

Within your Analytics Dashboard you can view your most important statistics and dive deeper into each Analytic widget to understand the success of your site and continue to improve your data.

[Explore Analytics](../../analytics/analytics-overview).

<img alt="Analytics page" />


# Distinguish between revoking an Offer and canceling payments
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-the-difference-between-revoking-an-offer-and-payment-cancelations

Understand the difference between revoking Product access and canceling payments to manage customer subscriptions effectively.

Revoking Product access and canceling payments serve different purposes. Revoking access removes a customer from a Product but does not stop future payments, while canceling payments stops both access and future charges.

## Revoke Product access

Revoking a customer's Product access will not stop any future payments. However, they will no longer have access to the Product and will be removed from that product.

This will allow you to retain your customers' records (i.e., [Product Progress](../../analytics/report-product-progress)), but will not allow them to access the revoked content.

1. Open the **Contacts** tab from your Dashboard.
2. Select an existing **Customer**.
3. Click into **View More** next to "Total Products" from the Contact Preview.
4. Locate the Offer you wish to view.
5. Click **View Purchase Information** to open the Purchase Information Page for the Offer.
6. Select **Revoke Access** or **Revoke Product** for a specific Product:

<div>
  <iframe />
</div>

Revoking an Offer will display the "Access status" row in the Purchases tab with the indicator, "Access revoked" and the party responsible for the action (e.g., email of the person or by automation).

<Note>
  **Note:** If a customer has access to the Offer, then no access row will be shown.
</Note>

When it is time to reactivate your customer's Product Access:

1. Select the Customer's name.
2. Click into **View More** next to "Total Offers" from the Contact Preview.
3. Select **Purchases**.
4. Click **View Details** to open the Transaction Details page for the Offer.
5. Click **Resume Product** next to the Product(s) you wish to reactivate:

<div>
  <iframe />
</div>

## Cancel payments and access

Canceling payments will stop product access and future payments, such as payment plan or subscription payments. Canceling payments from the Purchase Information page on Kajabi will end the subscription for payments processed through both Stripe and PayPal.

1. Open the **Sales** tab from your Dashboard.
2. Select the **Payments.**
3. Click **Subscriptions.**
4. Open the **More Actions** menu (…) for the subscription you wish to cancel.
5. Click **Cancel Payments**.
6. Select the date to cancel payments and access:
   * **End of the Current Billing Period**.
   * **On a Custom Date**.
   * **Cancel Now**.
7. Click **Cancel Payments** to confirm:

<div>
  <iframe />
</div>

[Cancel payments directly in PayPal](../../contacts/manage-your-contacts/how-to-cancel-your-customers-subscription)


# Troubleshoot customer login issues
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/what-to-do-if-your-customers-cant-log-in

Help customers resolve common login problems with step-by-step troubleshooting.

Are your customers having trouble logging into your site to access their Library and purchased products? Follow these steps to help your customers troubleshoot their login.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to customers having trouble logging in through a web browser. If you are looking to troubleshoot login issues for the Kajabi Mobile App please refer to the [Kajabi App Troubleshooting Guide](../../mobile-apps/kajabi-app/troubleshooting-kajabi-mobile-app-issues).
</Note>

## Confirm the email address

Is the email address being used to login exactly the same as the email address associated with the customer?

Confirm with your customer that the email address matches the email address associated with their account. Ensure that it is exactly as their email appears in your Contacts tab as the login is case-sensitive.

<img alt="Email address in Contacts tab" />

[Manage Contacts Profiles](../../contacts/manage-your-contacts/how-to-manage-your-contacts-profiles).

## Reset password

Has your customer attempted to reset their password from your [site login page](../../website/pages/what-is-the-link-to-my-login-page)?

If not, try a password reset to see if the reset email is sent to their email address. They can then proceed to reset their password and attempt to log in with their new login credentials.

[Reset a customer's password](../../contacts/manage-your-contacts/how-to-reset-your-customers-password).

## Try a different browser

Has your customer attempted to log in with a different browser? Your customer may be experiencing a browser or caching issue.

If your customer has attempted to log in with a different browser, they may want to consider clearing their browser cache. Here are a few commonly used browsers and their support guides on how to clear their browser cache:

* **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
* **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
* **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.


# Fix missing contact names in the Contacts tab
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/why-are-my-contact-names-not-displayed-in-the-contacts-tab

Resolve contacts appearing nameless by mapping custom name fields to the default Name column.

If you have created custom fields to capture first and last names, your contacts will appear nameless in the Contacts tab. Here is how to fix contact names to populate in the Name column of the Contacts tab.

## Why does this happen

Kajabi provides a default "Name" field that accepts both first and last names. However, if custom fields are used to collect separate first names and last names instead of the provided name field, the names captured in the custom fields will appear in the Info Tab or the Edit Details page for the contact rather than the Name column of the Contacts tab.

<img alt="Contact names not displayed" />

## Fix contact names

Avoid this problem in the future by removing the custom fields for first and last names to ensure that your contacts complete the default Name field Kajabi provides when submitting a Form.

However, if you have collected the first and last names in a custom field it is not too late to address the issue and display the collected names in the Name column.

### Export contacts

If you have collected names with custom fields you will need to export your contacts and re-upload their information to your Contacts tab to display the names in the default Name column.

First, export your contacts. [Learn to export contacts](../../contacts/manage-your-contacts/how-to-export-your-contacts).

<img alt="Export contacts" />

### Edit the CSV file

After exporting your contacts, you will receive a CSV file from Kajabi containing your exported contacts. In this step, open the CSV file with your preferred digital spreadsheet (e.g., Excel, Numbers, Google Sheets) to edit the name column(s).

Edit your CSV file with the following adjustments:

* Locate the column titled, "First Name" and change it to "Name". Combine the first and last names into a single Name column if you wish to display both first and last names in the Name column of your Contacts tab. [Learn more](../../contacts/manage-your-contacts/how-to-use-google-sheets-to-combine-first-and-last-name)
* Delete all columns except for your updated Name column and the email column. Ensure that the email column is maintained. This will allow you to update the information for your contacts without creating duplicates.

<img alt="Edit CSV file" />

### Upload the file to the Contacts tab

After updating your CSV file, re-upload your contacts onto your Contacts tab.

<Note>
  **Note:** Use the Import CSV selection to upload your updated CSV file. Kajabi will detect your Name column and Email column within your CSV file to re-upload your updated contact information to each corresponding contact.
</Note>

[Learn to import contacts to Kajabi](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi#h_01EPWRXYDHWBQZSSN1SWKVTYKT).

After uploading your adjusted CSV file to your Contacts tab, Kajabi will update your contacts corresponding with each email address to display the name in the Name column of your Contacts tab.

<div>
  <iframe />
</div>

<Note>
  **Note:** This will not create duplicate contacts as long as the emails match the originally captured emails. [Learn to check for duplicate contacts](../../contacts/manage-your-contacts/how-to-check-for-duplicate-contacts).
</Note>


# Troubleshoot missing Customer Welcome Emails
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/why-didnt-my-new-customer-receive-an-email-containing-their-login-information

Only customers who are manually added to your site receive an email containing their login information.

Only customers who are manually added to your site will receive an email containing their login information.

[Manually add a customer to your site](../../contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site).

The email that contains a customer's login information is called the Customer Welcome Email.

The Customer Welcome Email is a system-generated email that contains the customer's username (which is their email address), a system-generated password, and a link to your site's login page.

It is important to keep in mind that customers who are added to your site through an Offer purchase will not receive the Customer Welcome Email.

<Tip>
  **Tip:** Ensure that your customer was added to your site manually, rather than through an Offer purchase. If your customer was added to your site manually and is unable to locate the Customer Welcome Email, advise your customer to double-check their email's spam or junk folder.
</Tip>


# Understand customer lifetime access to Products
Source: https://help.kajabi.com/articles/contacts/manage-your-contacts/will-my-customers-have-lifetime-access-to-my-products

Customers retain access to purchased Products as long as specific conditions are met.

Your customers will have access to the Products they purchased as long as you have your Kajabi account active, they do not cancel their subscription, and have not been revoked access to their Offer.


# Foundations: Start here
Source: https://help.kajabi.com/articles/get-started/foundations/foundations-start-here

Plan, launch, and scale your business on Kajabi with this step-by-step guide.

Your path to building a successful online business starts here. This guide walks you through the essential steps to get your Kajabi site up and running — from validating your idea to testing the purchase experience.

Follow these steps, in order, to plan, launch, and scale your business:

1. **[Validate your idea](/articles/get-started/foundations/step-1-validate-your-idea)** — Poll your family, friends, and existing network to validate product market fit
2. **[Customize brand settings](/articles/get-started/foundations/step-2-customize-your-global-branding-settings)** — Update site settings with your brand colors to establish and align your brand's visual identity across the platform
3. **[Add instructor details](/articles/get-started/foundations/step-3-add-your-instructor-details)** — Add an instructor name, a brief biography, and upload a photo to personalize your site
4. **[Build a waitlist](/articles/get-started/foundations/step-4-build-a-waitlist)** — Import contacts or build a waitlist funnel to begin promoting your product
5. **[Connect payment integrations](/articles/get-started/foundations/step-5-connect-payment-integrations)** — Connect payments to enable transactions from the start
6. **[Create a product](/articles/get-started/foundations/step-6-create-a-product)** — Create your first product to sell to your audience
7. **[Price a product](/articles/get-started/foundations/step-7-price-your-product)** — Create an Offer to monetize your product
8. **[Design a website](/articles/get-started/foundations/step-8-design-your-website)** — Customize your website and refine the customer experience
9. **[Test the journey](/articles/get-started/foundations/step-9-test-the-journey)** — Experience firsthand what your customers will see by testing the purchase flow


# Step 1: Validate an idea
Source: https://help.kajabi.com/articles/get-started/foundations/step-1-validate-your-idea

Confirm product market fit before building by polling your existing network.

**Validating your idea** before you start building saves time and ensures you create something your audience actually wants. A quick survey on social media can reveal exactly what your network is willing to pay for.

Sometimes what you *assume* your audience might be interested in purchasing might not be what they *actually* will purchase.

Let's use Shelly as an example. Shelly is a personal trainer looking to start a few online courses for her clients. She regularly teaches her clients about nutrition and weight-bearing exercises. Shelly thinks her clients would like a mini-course about at-home weight-bearing exercises. However, when she talks to her clients, most express interest in meal prepping and fast, healthy recipes.

This should be the topic for Shelly's first course. Shelly's glad she asked her clients so she could create a course that would be the most helpful and relevant for them.

## Validate an idea with a social media survey

Validating your idea is easier than you think. Post a survey on one social media platform and get feedback in real-time.

1. **Select a social media platform** — Choose the social media platform you use the most often and feel most comfortable with. Don't worry about using a business social media account yet. It will take some time to build up a following of people you don't know. The best way to validate your idea and get started is to leverage the existing network on your personal platforms.

2. **Choose one social platform where you have the biggest personal audience**, such as:
   * Facebook
   * Instagram
   * LinkedIn
   * X (formerly Twitter)

3. **Post a survey** — Many social platforms allow you to include a survey (sometimes called a poll) directly on your post. Using your personal account, post a survey to ask your current audience what mini-course topic they'd be most likely to purchase from you.

## Survey post template

Hi everyone! As some of you know I'm starting my business on \[business topic or theme]. I'm currently working on creating my first mini-course and need your help!

Which one of the following mini-course topics would you be most likely to purchase?

* Topic 1
* Topic 2
* Topic 3
* Topic 4

Leave a comment if you have another topic you'd be interested in.

## FAQs

### What if I don't use any social media?

That's okay. Create a one-question survey using a free service like Google Forms and email it to your contacts with a note like the one above.

### How do I choose the right topics for a mini-course survey?

A mini-course is a shallow dive into a specific topic. Typically, a mini-course is one module containing no more than 5 lessons. A lesson usually consists of a video anywhere from 5 to 15 minutes long. For a mini-course, don't include PDF attachments or quizzes unless you feel they're absolutely necessary.

Consider the customer problem you will solve with your mini-course. If the solution is five steps or less, that's a great topic for a mini-course.

### What are some examples of topics that are specific enough for a mini-course?

**Good example:** Shelly and her meal-prepping or at-home weight-bearing exercise mini-course topics.

**Bad example:** Using Shelly again, a bad topic (because they're too broad) would be "improving your food habits" or "how to get fit".


# Step 2: Customize global Branding Settings
Source: https://help.kajabi.com/articles/get-started/foundations/step-2-customize-your-global-branding-settings

Adjust fonts, colors, and logos to create a cohesive, professional brand experience across your Kajabi site.

**Branding Settings** let you control fonts, colors, logos, and social links from one place so every page on your Kajabi site reflects a consistent identity. Changes apply globally — across Website pages, Landing pages, Courses, Newsletters, Coaching programs, and Email templates — so you only need to set them once.

## Customize Branding Settings

1. Sign in to your Kajabi account and make sure you're on the main dashboard.

2. From the dashboard menu, select **Settings**.

3. Click **Branding** to access all available customization options.

   <img alt="Branding Settings" />

4. Within the **Branding** section, you can update:
   * **Favicon** — Upload a file or select a recent file
   * **Logo** — Upload a file or select a recent file
   * **Typography** — Choose a heading font and a paragraph font
   * **Colors** — Brand, Accent, Global Color Palette
   * **Social Media Links** — Twitter, Instagram, LinkedIn, etc.

5. Use the real-time preview to see how your updates will look before saving.

6. Click **Save** to apply your selections across your platform.

<Note>
  **Note:**
  Brand changes will update items where the default global brand settings are used. Any themes or blocks that you have already customized will not change. Instead, go into those areas and sync the branding with these global settings.
</Note>

## Preview changes in real time

Kajabi's real-time preview allows you to see how font and color updates will appear before you save them. This makes it easy to experiment and fine-tune your branding without committing to changes right away:

<img alt="Real-time preview" />

## Sync style elements with Branding Settings

While working within your individual pages, you may notice an unlink icon on certain style elements. If you decide to change an individual element linked to your **Branding Settings**, clicking this icon resets the Style Guide element to the default Branding Settings:

<img alt="Unlink icon" />


# Step 3: Add instructor details
Source: https://help.kajabi.com/articles/get-started/foundations/step-3-add-your-instructor-details

Add an instructor name, biography, and photo to personalize Course and Lesson pages.

**Instructor details** — your name, photo, and professional background — appear on Course and Lesson pages and help build credibility with your customers. Add this information once in **Site Details** settings, and it links automatically to the Instructor Block on Course and Lesson page templates.

<div>
  <iframe />
</div>

To add instructor information to a Course template or site page without a built-in Instructor Block, use sections and blocks in the Page Builder.

## Update instructor info in Site Details settings

When you create a Course using the Premier, Creative, or Prosper template and add an Instructor Block to your Product Sidebar, your information is pulled in automatically:

<img alt="Imported Instructor Info" />

<Note>
  **Note:**
  An Instructor image and name are required when linking the Instructor Block to your site settings. If those values are not completed, the Instructor Block will not display in your preview or for your course members.
</Note>

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details**.
3. Navigate to the **Instructor** section.
4. Upload an **image** of the instructor.
5. Enter the **instructor's name**.
6. Include the **instructor's title**.
7. Add the **instructor's bio**.
8. Click **Save** to keep and apply your changes.

<Note>
  **Note:**
  Adding instructor info in **Site Details** will not retroactively update your info in any pre-existing Courses. If you have already created a Course using a template with a built-in Instructor Block, update your information directly on the Course and Lesson templates.
</Note>


# Step 4: Build a waitlist
Source: https://help.kajabi.com/articles/get-started/foundations/step-4-build-a-waitlist

Capture interested customers before an Offer launches by creating a waitlist form and landing page.

A **waitlist** lets people who are interested in your Products opt in and purchase your Offer when it becomes available.

<div>
  <iframe />
</div>

## Create a waitlist form

Create a Form on Kajabi to collect contact information from prospective customers who want to join your Offer waitlist.

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Navigate to the top right corner of the page and click **+ New Form**.
4. Enter the **Title** for your Form.
5. Click **Save**.
6. Customize your Form as desired. [Learn more about creating and building a Form](/articles/marketing/forms/create-and-build-your-form).

## Build a waitlist landing page

After creating your Form, build and customize the Landing Page that will contain your Form and communicate to your page visitors that the Offer has already reached capacity.

[Learn to add a Form to a page](/articles/website/pages/how-to-add-a-form-to-your-page).

<img alt="Waitlist landing page example" />


# Step 5: Connect Kajabi Payments
Source: https://help.kajabi.com/articles/get-started/foundations/step-5-connect-payment-integrations

Connect Kajabi Payments or PayPal to start collecting payments for your Offers.

Connecting Kajabi Payments and/or PayPal ensures you can collect payment for the value you offer your audience, from the start.

<div>
  <iframe />
</div>

## Kajabi Payments

Kajabi Payments is an all-in-one solution that gives you everything you need to accept customer payments, oversee purchases, manage refunds, initiate payouts, and more — all from your Kajabi dashboard.

Kajabi Payments is purpose-built to support an all-in-one experience. It includes exclusive features like additional payment methods such as Apple Pay, Google Pay, Afterpay, and more:

<img alt="Payment options available with Kajabi Payments" />

With Kajabi Payments, your Checkout page enables customers to purchase your Offers effortlessly. They can either enter their credit card information directly on the page or choose from the additional payment methods you've selected. The payments are then processed and collected into your connected bank account, incurring a small fee that's equivalent to major payment providers. [Learn more about processing fees](/articles/sales/kajabi-payments/kajabi-payments-processing-fees).

Kajabi Payments is currently available to businesses registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.

[Learn more about Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).

## PayPal

PayPal is a worldwide online payment system that allows you to pay, send money, and accept payments with a [small fee](https://www.paypal.com/us/webapps/mpp/paypal-fees).

PayPal uses data encryption and anti-fraud technology to help keep your information secure, reducing the risk of online fraud.

PayPal is a well-trusted platform that services 200+ countries. Find out if [PayPal is available in your country](https://www.paypal.com/us/webapps/mpp/country-worldwide).

With PayPal, your customers can purchase your Offers with their personal PayPal accounts or by creating a guest PayPal account.

If you choose to connect PayPal to your Kajabi account, your customers can purchase your Offers using PayPal:

<img alt="PayPal checkout option" />

[Learn how to connect PayPal to your Kajabi account](/articles/api-integrations/payment-integrations/connect-paypal-to-kajabi) and begin pricing your Offers with PayPal.

<Tip>
  **Tip:** Connect Kajabi Payments in addition to PayPal to give your customers the option to select their preferred payment method. [Learn more about enabling payment providers for Offers](/articles/sales/offers/how-to-turn-on-a-payment-provider-for-your-offers).
</Tip>

If Kajabi Payments or PayPal do not work for you, [learn how to connect a third-party payment gateway](/articles/api-integrations/payment-integrations/connect-a-third-party-payment-gateway-to-kajabi).


# Step 6: Create a product
Source: https://help.kajabi.com/articles/get-started/foundations/step-6-create-a-product

Build a Course, Community, Newsletter, Podcast, or Coaching product on Kajabi.

With your idea validated and a waitlist building anticipation, it's time to create your first **Product**. Kajabi supports several Product types, each designed for a different way to deliver value to your audience.

## Course

Offering online Courses allows you to share your expertise with a global audience, delivering valuable content digitally while scaling your business. With an online Course, you can monetize your knowledge and position yourself as an authority in your field.

1. Open the **Products** tab from your Dashboard.
2. Click **Get Started** (or, if you've already created a Product, click **+ New Product**).
3. Select the **Course** Product.
4. Click **Get Started**.
5. Complete the on-screen instructions to create your Course details.

<div>
  <iframe />
</div>

## Community

Building a Community fosters deeper relationships with your audience, encouraging long-term engagement and loyalty, which can lead to higher customer retention and organic growth. Create a space for your community to connect via discussion circles, challenges, meetups, direct messaging, and live events.

1. Open the **Products** tab from your Dashboard.
2. Open **Community**.
3. Click **New Community**.
4. Add the name/title, description, and image for your Community.
5. Add the name of your first Community Access Group.
6. Select **Free** or **Paid** to create a free or paid Community.
7. Click **Save and Finish**.

<div>
  <iframe />
</div>

## Newsletter

A Newsletter serves as a direct communication channel, allowing you to consistently nurture your audience, promote your offerings, and keep them updated with valuable content that drives ongoing interest. Kajabi gives you the option of offering a free or paid Newsletter, enabling you to monetize your content.

1. Open the **Products** tab from your Dashboard.
2. Select **All products** or **Newsletters**.
3. Click **+ New Product** or **New Newsletter**.
4. After clicking **+ New Product**, select the **Newsletter** Product.
5. Click **Get Started**.
6. Complete the on-screen instructions to create your Newsletter.

<img alt="Newsletter creation" />

## Podcast

Launching a Podcast gives you a unique platform to reach a wider audience, share your message in a more personal way, and expand your influence by featuring guests and addressing industry-relevant topics.

1. Open the **Products** tab from your Dashboard.
2. Select **Podcast**.
3. Click **Get Started**.
4. Make sure Podcast is selected as the Product type, and click **Get Started** again.

<div>
  <iframe />
</div>

## Coaching

A Coaching Program allows you to reach your customers in an engaging, one-on-one or group, interactive setting.

Coaching Programs can:

* Help your customers absorb your content
* Support a sense of connection to your brand and business
* Reach your customers at a personal level

With the Coaching Product on Kajabi, you can build, manage, and develop your coaching program. [Learn how to create a Coaching product on Kajabi](/articles/products/coaching/how-to-create-a-coaching-product).

<img alt="Coaching product" />


# Step 7: Price a product
Source: https://help.kajabi.com/articles/get-started/foundations/step-7-price-your-product

Create an Offer and set pricing to monetize a product on Kajabi.

Your Product is ready to go and it's time to get paid. Create an **Offer** to set pricing and start monetizing your knowledge.

## Tips for pricing an Offer

Pricing your services and Products is crucial to the success of your business because it impacts profitability, defines perceived value, and influences marketing positioning. Get it right — or at least get as close as possible and iterate as needed.

* **Understand your value proposition** — Before setting a price, clearly define the unique value your Product or service offers. Consider what problems it solves or what benefits it provides to your target audience. The more unique and valuable your offering, the higher you can price it. Make sure to communicate this value in your marketing.

* **Research the market** — Conduct thorough market research to understand how similar Products are priced. This includes analyzing competitors' pricing strategies and understanding the expectations of your target customers. Pricing too high may deter potential buyers, while pricing too low might make your Product seem less valuable.

* **Consider a tiered pricing model** — Implementing a [tiered pricing model](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout) can cater to different customer segments. Offer basic, standard, and premium versions of your Product with varying features or levels of access. This strategy maximizes revenue and provides options for customers with different budgets and needs.

## Create an Offer

1. From your Kajabi dashboard, select **Sales**.
2. Navigate to **Pricing**.
3. Click **+ New Offer** to enter the Offer Creation Flow.
4. Enter an **Offer Title** and choose the **Product(s)** to sell with this Offer.
5. Set a price for your Offer.
6. Select **Save and Finish** to complete creating your Offer.

<div>
  <iframe />
</div>

## Customize the Offer Checkout Page

Design the customer experience by customizing the Offer Checkout Page after configuring the details of your Offer:

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Select the **Offer** you wish to edit.
4. In the top menu, click **Edit Checkout**.

<img alt="Edit Checkout" />

[Learn more about editing the Offer Checkout Page](/articles/sales/checkout/customize-your-checkout-page).


# Step 8: Design a website
Source: https://help.kajabi.com/articles/get-started/foundations/step-8-design-your-website

Customize a website and refine the customer experience using Kajabi's Website Builder.

Customize your website and refine the experience your customers go through before and after they purchase. Your website can be designed with Kajabi's highly customizable page templates and streamlined templates built to help you get started fast. The **Website Builder** gives you full control over layout, branding, and content across every page.

## Get started with the Website Builder

Select a template that best fits your design vision. Kajabi provides you with an ever-growing list of basic streamlined pages and premium-designed pages to help you get started:

<img alt="Website template selection" />

After selecting the template for your website, customize your Global Page Settings before diving into the individual design of your standard website pages.

[Learn more about global settings](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder).

This will help set up the foundation for your brand on all of your standard website pages before you begin designing and adding your content.

[Learn to install and activate the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

## Build website pages

Before you begin building your website pages with the Website Builder, understand the structure of your page.

Pages built with the Website Builder and Kajabi Pages are made up of:

* **Blocks**
* **Sections**

Each Section of your page is made up of specific Blocks.

For example, the Offer Section includes an Offer Block and a Text Block:

<img alt="Blocks and Sections example" />

Kajabi provides you with preset Sections containing specific Blocks to streamline the process of designing your page.

Each section is customizable. Regardless of the Section you choose, you can always remove, add, and edit the Blocks within your chosen Section to create a page that best fits your brand and business.

## Customize a homepage with the Website Builder

Design a homepage custom-tailored to represent your brand and online presence. When visitors enter your URL, this is the page that will appear unless you have changed your settings in **Site Details**.

With the Website Builder, create a homepage that is uniquely yours.

### Access the home editor

1. Open the **Website** tab.
2. Click the **Pages** tab.
3. Locate the **Home** page in your list of Website pages.
4. Select the **Home** page to begin customizing.

<div>
  <iframe />
</div>


# Step 9: Test the journey
Source: https://help.kajabi.com/articles/get-started/foundations/step-9-test-the-journey

Experience what your customers will see by making a test purchase of an Offer.

With a strong foundation in place, it's time to experience firsthand what your customers will see. Test the **customer journey** by purchasing your Offer yourself.

## Create a test purchase

<Warning>
  **Warning:**
  Test purchase and accidental customer purchase transaction fees are non-refundable. First, clear your cache and cookies from your browser and log out of your Kajabi account, or open a private/incognito window or use a different browser.
</Warning>

### Test a purchase in incognito mode

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing** and select the Offer you want to test.
3. In the Offer Status card, click **Get Link**.
4. Open an incognito window and paste your link.
5. On the checkout page, follow the flow of your customers by going through the process of purchasing your Offer.

<div>
  <iframe />
</div>

After you submit your payment (or sign up for free, if testing a free Offer), you receive an email at the email address you entered on the checkout page. The email contains a login link to access the Product(s).

<Tip>
  **Tip:**
  If you don't want to charge your card you can:

  * Edit the Offer price to be free before testing the purchase
  * Create a coupon for the Offer that you can use to bring the price of the Offer down to \$0.00 (an error will occur if the end price is between \$0.01 - \$0.49)
</Tip>

## Best practices when testing a purchase

Only use the Offer Link (not the Preview link) when testing:

<img alt="Offer Link vs Preview Link" />

### Always use a different browser or incognito/private window

To successfully test a purchase, do not test on the same browser when logged in as an Admin of your Kajabi account.

### Why can't I click the purchase button?

Make sure to exit out of preview mode when testing your Checkout Page. Testing a purchase in Preview mode will not allow you to make a purchase.

Open a separate window and enter the checkout page URL excluding the `preview=true` piece of the URL.

### Use a different email address

Create a separate email address specifically for testing purposes. This allows you to use different variations of the same email address for tests you wish to perform on your site.

If you are using G-Suite or any Gmail address, insert a "+" character before the "@" symbol and insert any verbiage you wish. This will send any applicable emails connected with your test to your Gmail inbox with a unique identifier.

Example: `kajabihelpcenter+purchasetest1-date@gmail.com`


# Add Tags with Automations
Source: https://help.kajabi.com/articles/marketing/automations/add-tags-with-automations

Streamline your contact management by automating Tag assignment as your business scales.

[Tags](/articles/contacts/manage-your-contacts/tags-overview) help you organize, categorize, and manage your [Contacts](/articles/contacts/manage-your-contacts/contacts-tab-overview) on Kajabi. Tags enable you to create Contact segments, filter your Contacts using Tags as criteria, send email sequences specifically to Contacts with a certain Tag, and more.

You can create an [Automation](/articles/marketing/automations/automations-overview) that adds a Tag to a Contact after a Form submission, Email Sequence completion, or Offer purchase.

<Note>
  **Note:** Growth and Pro Plans have access to create any Automation within the **Marketing** tab. Basic Plans only have access to create Automations in various areas of Kajabi.
</Note>

## Add a Tag after Form submission

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Select the Form you wish to edit or click **+ New Form** to create a new form.
4. Navigate to the bottom of the Form editor to access Automations.
5. Click **+ Add Automation** to create a new Automation.
6. In the **Then** dropdown, select **Add a tag**.
7. Select the **Tag** you wish to add or enter a new tag into the field. When creating a new tag, click **Add new tag** after typing the tag's name.
8. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

## Add a Tag after an Email Sequence is completed

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select an existing **Email Sequence**.
4. Click **+ Add Automation** beneath the final email in the sequence.
5. Choose **Add a tag** as the **Then** action.
6. Select an **existing Tag** or enter a **new Tag title**. When creating a new tag, click **Add new tag** after typing the tag's name.
7. Click **Save** to create.

<div>
  <iframe />
</div>

## Add a Tag after an Offer purchase

1. Go to the **Sales** tab from the Dashboard.
2. Click **Pricing**.
3. Edit an existing **Offer** or [create a new one](/articles/sales/offers/create-an-offer).
4. Click the **Purchase flow** tab.
5. Navigate to the **Automations** section and click **+ Add Automation**.
6. Choose **Add a tag** as the **Then** action.
7. Select an **existing Tag** or enter a **new Tag title**. When creating a new tag, click **Add new tag** after typing the tag's name.
8. Click **Save** to create.

<div>
  <iframe />
</div>

<Note>
  **Note:** Tags can be added through Automations with any **When** Automation trigger.

  To learn more about **When** Automation triggers, check out [Understand Automation components](/articles/marketing/automations/understanding-automation-components).

  [Learn more about how to add, edit, and delete Tags in Kajabi](/articles/contacts/manage-your-contacts/tags-overview).
</Note>


# Automations overview
Source: https://help.kajabi.com/articles/marketing/automations/automations-overview

Streamline processes and automate actions in Kajabi using conditional logic.

<div>
  <iframe />
</div>

**Automations** on Kajabi use "when, then, but only if" logic to help you streamline processes and automate basic admin actions.

Depending on your Kajabi subscription plan, you may have access to Basic or Advanced Automations.

If you are on the Basic Plan, you have access to Basic Automations, whereas Growth and Pro Plans have access to Advanced Automations.

[Learn more about the difference between Basic Automations and Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations)

<Note>
  **Note:** Growth and Pro Plans have access to create any Automation within the **Marketing** tab. Basic Plans only have access to create Automations in various other areas of Kajabi.
</Note>

## Where to add an Automation

You can add custom Automations in numerous places on Kajabi:

* **Funnels** - When someone submits a form to opt into your email list, then subscribe them to a welcome email sequence as the next step of your funnel
* **Email Campaigns** - When an email broadcast is opened, then add an "opened email" tag to the contact record of the person who opened it
* **Events** - When someone registers for an event, then send them an email with event info
* **Forms** - When someone submits a form to sign up for your free lead magnet product, then grant them the offer for that product
* **Offers** - When someone purchases an offer for your course, then add a "paid student" tag to the contact record for that person
* **Course Lessons** - When a lesson is completed, then send an email congratulating the person on their progress
* **Quizzes** - When a quiz is passed, then add a "passed quiz" tag to the contact record for that person
* **Certificates of Completion** - When a quiz is passed, then send a certificate of completion to that person

<Tip>
  **Tip:** Check out the bottom of Editors in Kajabi to add Automations.
</Tip>

### Create an Automation

1. Click **+ Add Automation**.
2. Select a **When** action as an event trigger.
3. Choose a **Then** action as a response event.
4. Add a condition if desired (optional and only available with [Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations)).
5. Click **Save** to keep your changes.

## Conditionals in Automations

Conditionals in Automations allow you to add an "Only if" condition to your Automation.

This feature is only available with [Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations).

For example, you want to add a Tag to all contacts who submitted a Form, but only if they answered a question on that Form with a specific answer.

<Note>
  **Note:** The conditional filter matches the collected data and your specified value based on "contains" rather than an "exact match."
</Note>

### Example scenario

You're creating a customer color survey to find out what the most common favorite color is among your customers.

1. Create a Form with a custom field asking "What is your favorite color?"
2. Add specific answers to choose from, or leave it open-ended.
3. Add the Automation either directly from the Form Editor, or from the Automations Dashboard under the **Marketing** tab.
4. If you just created a Form or added a Form field, click **Save** at the upper right of the Form Editor to save and apply your changes.
5. Click **Add Automation**.
6. The **When** action is already selected if you are creating the Automation from the Form editing page (i.e. "When form is submitted"). Choose your **Then** action. In this example, select the **Add a tag** action.
7. Add your condition. Here, you only want to tag users with the "Blue" tag *if* they chose blue as their favorite color (navigate to the end of the dropdown menu under Custom Field Filters).
8. Click **Apply**, and then **Save**.

<Note>
  **Note:** This same Automation can be created and configured in the Automations Dashboard under the **Marketing** tab.
</Note>

## Add Automations on Kajabi

### Add an Automation to a Funnel

1. Navigate to the dashboard and go to the **Marketing** tab.
2. Click **Funnels** to view your funnels.
3. Create a new funnel or edit an existing funnel.
4. Click the **+** icon to add an Automation to the funnel.

<img alt="Add automation to funnel" />

5. Create your Automation: define the trigger, actions, and any conditions as needed.
6. Click **Save** once you're done to apply the Automation to the funnel.

<Note>
  **Note:** You can add multiple Automations to a single funnel to run different actions for different triggers.

  Make sure to click **Save** after editing so your Automation is activated.
</Note>

[Learn more about Funnels on Kajabi](/articles/marketing/funnels/funnels-in-kajabi)

### Add an Automation to an Email Campaign

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Create a [new Email Campaign](/articles/marketing/email-campaigns/email-campaigns-overview) or edit an existing one.

[Learn more about Email Campaigns on Kajabi](/articles/marketing/email-campaigns/email-campaigns-overview)

#### Email Broadcast

Click **+ Add Automation** in the Content Editor:

<img alt="Email Broadcast automation" />

#### Email Sequence

Click **+ Add Automation** for the email you wish to edit or create a Subscribe/Unsubscribe trigger:

<img alt="Email Sequence automation" />

### Add an Automation to an Event

1. Open the **Marketing** tab from the Dashboard.
2. Select **Events**.
3. Create a new Event or edit an existing one.
4. Click **+ Add Automation**.
5. Create your Automation as desired.

<img alt="Events automation" />

[Learn more about Events](/articles/marketing/events/event-overview)

### Add an Automation to a Form

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Create a new **Form** or edit an existing one.
4. Click **+ Add Automation**.
5. Create your Automation as desired.

<img alt="Forms automation" />

[Learn more about Forms](/articles/marketing/forms/create-and-build-your-form)

### Add an Automation to an Offer

1. Open the **Sales** tab from the Dashboard.
2. Select **Pricing**.
3. Create a new **Offer** or edit an existing one.
4. Click the **Purchase flow** tab.
5. Click **+ Add Automation**.
6. Create your Automation as desired.

<img alt="Offers automation" />

[Learn more about Offers](/articles/sales/offers/offers-overview)

### Add an Automation to a Course Lesson

1. Open the **Products** tab from the Dashboard.
2. Select **Courses**.
3. Create a new Course or edit a **Lesson** in an existing Course.
4. Click **+ Add Automation**.
5. Create your Automation as desired.

<img alt="Course Lessons automation" />

[Learn more about Course Lessons](/articles/products/products-overview/kajabi-products-overview)

### Add an Automation to a Quiz

1. Open the **Products** tab from the Dashboard.
2. Select **Courses**.
3. Create a new Course or edit a **Quiz** in an existing Course.
4. Inside the Quiz Editor, select **Settings**.
5. Click **+ Add Automation**.
6. Create your Automation as desired.

<img alt="Quiz automations" />

[Learn more about Quizzes](/articles/products/courses/course-quizzes)

### Add an Automation to a Certificate of Completion

1. Open the **Products** tab from the Dashboard.
2. Select **Courses**.
3. Create a new Course or edit a **Certificate** in an existing Course.
4. From the Course Outline, select **Certificates**.
5. If you haven't yet, create and save your Certificate of Completion (you won't see the Automations settings until after you've saved the Certificate).
6. Click **Add An Automation**.
7. Create your Automation as desired.

<img alt="Certificates automation" />

[Learn about Certificates of Completion](/articles/products/courses/course-completion-certificates)

## Filter Automations

Search through your library of Automations in your **Automations** tab by using filters:

1. Open the **Marketing** tab from your Dashboard.
2. Click **Automations**.
3. Open **Filters**.
4. Select the **When Trigger** from the dropdown.
5. Select the **Then Action** from the dropdown.
6. Click **Apply** to view your filtered results.

<img alt="Automation filters" />


# Basic vs. Advanced Automations
Source: https://help.kajabi.com/articles/marketing/automations/basic-vs-advanced-automations

Understand the differences between Basic and Advanced Automations based on your Kajabi plan.

Depending on your Kajabi subscription, you may have access to **Basic or Advanced Automations**. If you are on the Basic Plan, you have access to Basic Automations, whereas Growth and Pro Plans have access to Advanced Automations.

Learn more about each Kajabi Plan at [kajabi.com/pricing](https://kajabi.com/pricing).

## Basic Automations

Basic Automations use the simple, yet powerful "when this happens, then this will follow" concept.

For example, with Basic Automations you can add a Tag or send an Email when someone submits a Form.

* Basic Automations contain the **When** and **Then** fields
* This enables you to create an Automation where **When** is the trigger and **Then** is the action that occurs once triggered
* Basic Automations can be set up within Course Lessons, Offers, Funnels, Email Campaigns, Events, Forms, Quizzes, and Certificates of Completion

## Advanced Automations

Compared to Basic Automations, Advanced Automations take your Automations one step further by giving you the ability to include a conditional filter.

For example, with Basic Automations you can use an Automation to add a Tag when someone submits a Form. With Advanced Automations, you can fine-tune your Automation further by adding the Tag only if the submitter selects a specific answer on that Form.

* Advanced Automations contain the **When**, **Then**, and **Add Condition** filters
* The **Add Condition** filter enables you to filter your Automation further with an "Only If" condition
* This means you can create an Automation in which the **When** filter specifies the trigger that causes the specified action to occur in the **Then** field, only if the **Add Condition** filter applies. This gives you a vast amount of options to customize Automations to your specific needs
* Advanced Automations allow you to edit, create, and delete Automations all within the **Automations** section of your **Marketing** tab as well as within Course Lessons, Offers, Funnels, Email Campaigns, Events, Forms, Quizzes, and Certificates of Completion

[Learn more about specific Automations](/articles/marketing/automations/understanding-automation-components)

## Add a Basic vs. Advanced Automation

### Basic Automations view

With Basic Automations enabled, your Automations section looks like this:

<img alt="Basic Automations" />

### Advanced Automations view

The Automations section looks like this when Advanced Automations are enabled:

<img alt="Advanced Automations" />


# Send a Certificate of Completion with Automations
Source: https://help.kajabi.com/articles/marketing/automations/how-to-send-a-certificate-of-completion-with-automations

Send a Certificate of Completion directly from Kajabi when your customer completes a Course.

**Certificates of Completion** can be created, designed, and sent through a variety of methods. Create a simple Certificate and streamline the process by setting up an Automation directly from your Kajabi account.

<div>
  <iframe />
</div>

## Design a Certificate of Completion

In order to send a Certificate of Completion, first design your certificate to fit your brand and business.

Design your Certificate of Completion using image editing tools like [Canva](https://www.canva.com/templates/search/completion-certificates/) to create branded certificates for your customers.

For a general Certificate that applies to all customers completing your Course, design a general Certificate. If you wish to create and send personalized Certificates, refer to [create a Certificate with Google Slides](../../api-integrations/zapier/how-to-create-a-certificate-with-google-slides) or [send Certificates of Completion with Accredible](../../api-integrations/zapier/how-to-send-certificates-of-completion-with-accredible).

Then, download your designed Certificate of Completion to your local hard drive.

### Example certificate designed with Canva

<img alt="Certificate of Completion" />

## Create an Automation in the final Course Lesson

After designing your certificate, set up your Automation in Kajabi to send the certificate as an email attachment to customers who complete your Course.

### Create the Automation

1. Open the **Products** tab from the Dashboard.
2. Select the Course you wish to edit, or create a new one.
3. Select your final **Course Lesson**.
4. Navigate to the bottom of the Lesson Editor and click **+ Add Automation**.
5. Open the **Then** action triggered by the completion of the Lesson.
6. Select **Send an email**.
7. Select **To the person**.
8. Customize your email and click the paper clip icon to add an attachment.
9. Use the File Uploader to upload your Certificate of Completion.
10. Click **Ok** and **Save** to keep your changes.

<div>
  <iframe />
</div>

With your Automation set up, customers who complete your last Lesson receive an email containing their Certificate of Completion.

The next step depends on your Kajabi Plan and your vision for your Certificate.

Read [Basic vs. Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations) to learn more about Automations in Kajabi.

### If you have a Kajabi Basic Plan

Your Automation adds a tag when a customer completes the Lesson. Click **Save** to keep your changes.

### If you have a Growth or Pro Plan

You have additional options:

#### Automatically add a Tag when a customer completes the Lesson

<Note>
  **Note:** The Lesson is considered complete when your customer selects the **Mark as Complete** button located at the bottom of the Lesson.
</Note>

#### Automatically add a Tag when a customer passes or completes an Assessment

1. Click **Add Condition**.
2. Open the **Select filter** dropdown menu.
3. Select your desired conditional filter: **Completed any of these assessment(s)** or **Passed any of these assessment(s)**.
4. In the next field, select your Assessment.
5. Click **Apply** and **Save** to keep your changes.

<div>
  <iframe />
</div>

Learn to [create an Assessment and add it to your Course Lesson](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product).

<Note>
  **Note:** The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The Quizzes feature is available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages. [Customize your Quiz Settings](../../products/courses/course-quizzes#h_01G16CT90ZYCJFKEYEC4BTSTD4) to add an Automation when a Quiz is passed or completed.
</Note>


# Use a Wait Node with Automations
Source: https://help.kajabi.com/articles/marketing/automations/how-to-use-a-wait-node-with-automations

Add delays between steps in your Automations for timed follow-ups, delayed coupon delivery, or drip-style sequences.

A **Wait Node** pauses your Automation for a set period before executing the next step. Use Wait Nodes for timed follow-ups, delayed coupon delivery, or drip-style sequences.

<Note>
  **Note:** This feature is available only if you have:

  * Upgraded to the [visual Automation Builder](/articles/marketing/automations/whats-new-with-kajabi-automations)
  * A [Growth plan or higher](https://kajabi.com/pricing) (Advanced Automations)
</Note>

## What the Wait Node does

The Wait Node pauses your Automation for an amount of time. You can place it before or after any action and choose a **set amount of time**, **calendar date**, specific **day of the week**, or **time of day**:

<Frame>
  <img alt="Wait Node" title="Wait Node" />
</Frame>

## Add a Wait Node

You can add a Wait Node either **before** choosing an action or **after** the action is already in place.

### Add a Wait Node before selecting an action

1. From your Kajabi Dashboard, click **Marketing** > **Automations**.
2. Choose a preexisting Automation or create a new one.
3. Open your Automation and confirm a trigger is already added.
4. Click the **+** beneath the trigger.
5. Select **Wait**.
6. Configure the Wait Node:
   * **Name** (optional)
   * Wait until:

\| **Set amount of time** | Choose a duration based in **minutes**, **hours**, or **days** for the Automation delay. | | **Calendar date** | Set a **specific date** and **time** for the next step of your Automation to trigger. Once the set calendar date has passed, Automations with this type of Wait Node become outdated and contacts will not be able to complete the Automation flow. | | **Day of week** | Specify which **days of the week** and what **time** on those days you would like your Automation to send. | | **Time of day** | Pick a specific **time of day** for the following Automation step to trigger. |

7. The Wait Node appears in the workflow.

<Note>
  **Note:** Wait Nodes with a specific time are always based on your account's time zone.
</Note>

<Tip>
  **Tip:** Naming your Wait Node can make it easier to understand your Automation at a glance.
</Tip>

### Add a Wait Node after selecting an action

1. Add an action to your Automation.
2. Click the **+** between the trigger and the action.
3. Select **Wait**.
4. Choose a **Wait until** option (set amount of time, calendar date, day of week, time of day).
5. Save your changes. The Wait Node is added between the trigger and the action.

## FAQs

## Can the Wait Node be renamed?

Yes. You can rename the Wait Node for clarity at any time.

### Does the Wait Node block publishing?

A Wait Node prevents publishing only if no action follows it. If this happens, you'll see a warning before publishing.

### Can I add multiple Wait Nodes?

Yes. Multiple Wait Nodes can be added throughout the Automation to create the timing you need.


# Use Automation triggers, flows, and branches
Source: https://help.kajabi.com/articles/marketing/automations/how-to-use-automation-triggers-flows-and-branches

Consolidate and organize Automations using side-by-side flows, multiple triggers, and branching logic.

<div>
  <iframe />
</div>

Kajabi's [visual Automation Builder](/articles/marketing/automations/whats-new-with-kajabi-automations) allows multiple workflows to be added within a single Automation. Consolidate and organize Automations into one using side-by-side flows, multiple triggers, and branching logic.

This reduces the need for separate Automations and provides greater flexibility when building workflows.

<Note>
  **Note:** This feature is available only if you have:

  * Upgraded to the [visual Automation Builder](/articles/marketing/automations/whats-new-with-kajabi-automations)
  * A [Growth plan or higher](https://kajabi.com/pricing) (Advanced Automations)
</Note>

## Create an Automation with multiple triggers

1. From the Kajabi Dashboard, select **Marketing** > **Automations**.
2. Select an existing Automation or create a new one.
3. Save the first trigger. The option to add additional triggers only appears after the first trigger is saved.
4. Click **+ Add Trigger** to the right to create another trigger within your Automation.
5. Add the Automation's **Then** action(s).
6. Click **Save Trigger** when you're done:

<video />

You can stack multiple triggers within a single Automation to combine criteria. Each trigger can also include one or more filters.

## Create an Automation with multiple flows

1. From the Kajabi Dashboard, select **Marketing** > **Automations**.
2. Select an existing Automation or create a new one.
3. Click the **+ Add flow** button to add a flow to your Automation.
4. The flow appears on the right, allowing you to create a separate workflow inside the same Automation.

<img alt="Automation flows" />

<Warning>
  **Important:** Each Automation can contain up to a maximum of 10 individual flows and/or triggers.
</Warning>

## Add branching logic and wait nodes

After defining the **Then** action, you can optionally add up to 5 **branches** to create conditional paths. You can also include [wait nodes](/articles/marketing/automations/how-to-use-a-wait-node-with-automations) as needed throughout the Automation.

### Example branching use case

For users who submitted multiple forms:

* **Branch 1:** Send Email 1 if they *have a specific tag* or *have purchased Offer A*
* **Branch 2:** Send Email 2 if they *do not meet those conditions*

\
FAQs

### I don't see the option to add another trigger. Where is it?

The option appears only **after saving your first trigger**.

### I'm on the Basic plan and I don't have access to the Automations tab. Can I use this feature?

No. This update is only available with Advanced Automations, included in Kajabi Growth and up.

### Can I still use filters and branching?

Yes. Filters, branching logic, and waiting steps all work as usual with multiple triggers.

### How many triggers can I add to a single Automation?

There is a maximum of 10 triggers that can be added to a single Automation.


# Remove Automations
Source: https://help.kajabi.com/articles/marketing/automations/remove-automations

Delete Automations from different locations in your Kajabi Dashboard.

**Automations** can be removed from several locations within your Kajabi Dashboard, including the Automations Dashboard, Funnels, Email Campaigns, Course Lessons, Forms, Events, Offers, Quizzes, and Certificates of Completion.

## Remove an Automation from the Automations Dashboard

The **Automations Dashboard** is located under the **Marketing** tab.

1. Open the **Marketing** tab from your dashboard.
2. Select **Automations**.
3. Click **Edit** next to the Automation you would like to remove.
4. Click **Delete**.
5. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from a Funnel

1. Open the **Marketing** tab from your dashboard.
2. Select **Funnels**.
3. Click on the **Funnel** that contains your Automation.
4. From your Funnel template, locate and select the **Automation** you would like to remove.
5. Click **Delete**.
6. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from an Email Campaign

1. Open the **Marketing** tab from your dashboard.
2. Select the title of your **Email Campaign**.
3. Follow the instructions below for your campaign type.

### Email Sequence

Email Sequences may contain subscribe/unsubscribe triggers (Automations) or Automations on individual emails within the sequence.

To remove a subscribe/unsubscribe trigger:

1. Expand the subscribe or unsubscribe triggers section.
2. Click **Edit** next to the trigger you would like to remove.
3. Click **Delete**.
4. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

To remove an Automation from an individual email within an Email Sequence:

1. Locate the email that contains the Automation you would like to remove.
2. Click **Edit** next to the Automation you would like to remove.
3. Click **Delete**.
4. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

### Email Broadcast

1. Navigate to the Content Editor for your Email Broadcast.
2. Scroll to the bottom of the page and locate the **Automations** section.
3. Click **Edit** next to the Automation you would like to remove.
4. Click **Delete**.
5. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from a Course Lesson

1. Open the **Products** tab from your dashboard.
2. Select the **Courses** tab.
3. Click on the title of the **Course** that contains your Lesson.
4. Click on the title of the **Lesson** that contains your Automation.
5. Scroll to the bottom of the page and locate the **Automations** section.
6. Click **Edit** next to the Automation you would like to remove.
7. Click **Delete**.
8. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from a Form

1. Open the **Marketing** tab from your dashboard.
2. Select **Forms**.
3. Click **Edit** next to the name of the form that contains the Automation.
4. Scroll to the bottom of the page and locate the **Automations** section.
5. Click **Edit** next to the Automation you would like to remove.
6. Click **Delete**.
7. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from an Event

1. Open the **Marketing** tab from your dashboard.
2. Select **Events**.
3. Click on the title of the **Event** that contains your Automation.
4. Locate the **Automations** section.
5. Click **Edit** next to the Automation you would like to remove.
6. Click **Delete**.
7. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from an Offer

1. Open the **Sales** tab from your dashboard.
2. Click on the title of the **Offer** that contains your Automation.
3. Scroll to the bottom of the page and locate the **Automations** section.
4. Click **Edit** next to the Automation you would like to remove.
5. Click **Delete**.
6. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from a Quiz

1. Open the **Products** tab from your Dashboard.
2. Select **Courses**.
3. Click on the title of the **Course** that contains your Quiz.
4. Click to open your **Quiz**.
5. Select the **Settings** tab at the top of the Quiz editor.
6. Scroll to the bottom of the page and locate the **Automations** section.
7. Click **Edit** next to the Automation you would like to remove.
8. Click **Delete**.
9. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>

## Remove an Automation from a Certificate of Completion

1. Open the **Products** tab from your Dashboard.
2. Select **Courses**.
3. Click on the title of the **Course** that contains your certificate.
4. Select the **Certificates** tab at the top of the Course editor.
5. Scroll to the bottom of the page and locate the **Automations** section.
6. Click **Edit** next to the Automation you would like to remove.
7. Click **Delete**.
8. Select **OK** when asked if you are sure you want to delete this Automation rule.

<div>
  <iframe />
</div>


# Understand Automation components
Source: https://help.kajabi.com/articles/marketing/automations/understanding-automation-components

Get to know the building blocks of Automations, including triggers, actions, and conditional filters.

**Automations** are powerful tools in Kajabi that use **conditional logic** to help you streamline processes by automating actions for your business.

Each Automation is built around two required parts — what starts it **(When)** and what happens as a result **(Then)** — with an optional conditional filter you can add to narrow down when it applies **(Only if)**.

For example, an Automation can take over the process of registering customers for an event.

When the *Graphic Design for Beginners* **Offer** is purchased in the example below, the customer is registered for the *Virtual Summit* **Event**:

<img alt="Automation example" />

<Note>
  **Note:** If you are on the Basic Plan, you have a number of **Basic Automations** available to you. If you are on the Growth or Pro Plan, you may use **Advanced Automations**.

  [Learn more about the difference between Basic Automations and Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations)
</Note>

## When triggers - What starts an Automation

**When** components are **triggers** that kick off Automations. **When** logic specifies that an event must occur to start an action (the **Then** component).

<img alt="When trigger" />

## When trigger components

### Offers

* **Offer is purchased** - Trigger an Automation after a customer purchases your specified Offer
* **Offer is purchased as a gift** - Trigger an Automation after a customer purchases your specified Offer as a gift. [Learn how to create and manage gift Offers](../../sales/offers/how-to-create-and-manage-gift-offers)
* **Gift is redeemed** - Trigger an Automation when a customer redeems a gifted Offer
* **Offer is granted** - Trigger an Automation when an Offer is granted. [Learn how to grant an Offer](../../sales/offers/how-to-grant-an-offer)

<Note>
  **Note:** Granting an Offer is similar, but not the same as, a [Free Offer](../../sales/offers/how-to-create-a-free-offer) purchase. If the Automation is set to start after the purchase of a Free Offer, granting that Offer does not trigger it, because a Free Offer requires the customer to go through the [checkout process](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).
</Note>

* **Recurring payments cancelation initiated/completed** - Trigger an Automation anytime a subscription or payment plan cancelation is initiated or completed (by you or your customer), or when all payments of a plan have been paid

<Note>
  **Note:** This trigger was previously named "Offer is deactivated."
</Note>

### Assessments

* **Assessment is completed** - When an Assessment is completed, its final Question (when it is attached to a Lesson) or Contact information (when it is an [Assessment embedded on a page](../../website/pages/how-to-add-an-assessment-block)) must be submitted

### Certificate

* **Certificate is sent** - Trigger an Automation when a Certificate of Completion is sent to a Course customer

[Learn about Certificates of Completion](../../products/courses/course-completion-certificates)

### Tags

* **Tag is added** - Trigger an Automation when a Tag is added to a Contact (manually or by another Automation)
* **Tag is removed** - Trigger an Automation when a Tag is removed from a Contact (manually or by another Automation)

[Learn about using Tags](../../contacts/manage-your-contacts/tags-overview)

### Email Broadcasts

* **Email broadcast is opened** - Trigger an Automation when a broadcast email is opened by a recipient
* **Link in email broadcast is clicked** - Trigger an Automation when a recipient clicks a link from the selected Email Broadcast

[Learn about Email Broadcasts](../../marketing/email-campaigns/email-campaigns-overview)

<Note>
  **Note:** The **View in web browser** and **Unsubscribe** buttons within an Email Broadcast are not recognized as links for the **Link in email broadcast is clicked** trigger.
</Note>

### Email Sequences

* **Email sequence is completed** - Trigger an Automation after the final email in your Email Sequence is sent

[Learn about Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence)

### Email Sequence Emails

* **Email sequence email is sent** - Trigger an Automation when a specific email in an Email Sequence is sent to recipients
* **Email sequence email is opened** - Trigger an Automation when a specific email in an Email Sequence is opened by a recipient
* **Email sequence email is clicked** - Trigger an Automation when a recipient clicks a link in a specific email in an Email Sequence

### Events

* **Event is registered** - Trigger an Automation when a Contact registers for a specified Event on Kajabi

[Learn about Events](../../marketing/events/event-overview)

### Forms

* **Form is submitted** - Trigger an Automation to complete an action after the selected Form is submitted

[Learn about Forms](../../marketing/forms/create-and-build-your-form)

### Activity

Trigger an Automation based on activity:

* **Person has been inactive for 7 days**
* **Person has been inactive for 30 days**
* **Person has been inactive for 60 days**
* **Person has been inactive for 90 days**

[Learn how to define customer activity](../../contacts/manage-your-contacts/how-to-define-customer-activity)

### Lessons

* **Lesson is completed** - Trigger an Automation after a Course Lesson is marked as complete

### Quizzes

Trigger Automations that kick off **Then** actions after a Quiz is completed or graded:

* **Quiz is completed**
* **Quiz is failed**
* **Quiz is passed**

[Learn about Quizzes](../../products/courses/course-quizzes)

### Social Media

Trigger an Automation after a comment is received on a Facebook or Instagram post or any comment is received on those social media accounts:

* **Instagram comment is received**
* **Any Instagram comment received**
* **Facebook comment received**
* **Any Facebook comment received**

[Learn about Universal Inbox / Comment-to-DM](../../marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm)

### Coaching

* **Coaching session completed** - Trigger an Automation after a Coaching session is completed by a customer
* **All coaching sessions completed** - Trigger an Automation after all Coaching sessions are completed by a customer
* **Coaching sessions remaining** - Trigger an Automation when a specific number of Coaching sessions are remaining for a customer
* **Additional coaching sessions purchased** - Trigger an Automation when additional Coaching sessions are purchased by a customer
* **Coaching upcoming invoice due date** - Trigger an Automation to send something ahead of a Coaching customer's invoice due date
* **Coaching invoice overdue** - Trigger an Automation when a customer's Coaching invoice payment is overdue

[Learn more about Coaching](../../products/coaching/coaching-product-overview)

## Then actions - What an Automation does

**Then** components define the action to occur in response to a **When** event trigger.

<img alt="Then action" />

### Offers

* **Grant an offer** - An Automation that grants a specific Offer after a triggered event occurs
* **Revoke an offer** - An Automation that revokes access for a specific Offer after a triggered event occurs
* **Deactivate from offer** (discontinues payment and access) - An Automation that revokes access to a specific Offer and stops future payments after a triggered event occurs
* **Send an offer** - An Automation that sends an Offer to specific Contacts
* **Action by pricing option** - An Automation that performs an action based on which **Pricing option** is purchased, including:
  * Revoke an offer
  * Deactivate from offer

<img alt="Action by pricing option" />

<Tip>
  **Tip:** You can use Automations to manage billing changes between **Pricing options**. For example, trigger an Automation to deactivate an annual subscription when a customer purchases the monthly Pricing option for the same Offer.
</Tip>

### Email Sequences

An Automation that subscribes or unsubscribes Contacts from a specific Email Sequence after a triggered event occurs:

* **Subscribe to an email sequence**
* **Unsubscribe from an email sequence**

[Learn about Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence)

### Events

Automations that register or deregister Contacts to or from an Event after a trigger occurs:

* **Register to an event**
* **Deregister from an event**

[Learn about Events](../../marketing/events/event-overview)

### Tags

Automations that add or remove a Tag after a triggered event occurs:

* **Add a tag**
* **Remove a tag**

[Learn to use Tags](../../contacts/manage-your-contacts/tags-overview)

### Emails

Send a custom, [transactional email](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails#h_10792cbc-adb4-4a78-9c53-cb8724f78408) to a Contact or your team after a triggered event occurs:

* **Send an email**

<Warning>
  **Important:** By default, the **Send an email** action within Automations includes the following placeholder text. Be sure to update this.

  **Subject:** `Subject`

  **Email body:**

  ```text wrap theme={null}
  Hello {{ first_name }},

  Use this action to congratulate a user on reaching a milestone, send a quick product update, or leave a notification for your users.

  Include images or links to create a fun, personal message for your recipients.

  Thanks,
  Kajabi Product Team
  ```
</Warning>

### Coupons

Send a unique, single-use **Coupon code** with a custom email after a triggered event occurs:

* **Send a single-use coupon**

[Learn about single-use coupon codes](../../sales/coupons/how-to-use-single-use-coupon-automations)

### Certificates

Send a customer a customized Certificate of Completion for a Course after a triggered event occurs:

* **Send a certificate**

[Learn about Course Certificates of Completion](../../products/courses/course-completion-certificates)

### Social Media

Send a Contact an Instagram or Facebook message or reply after a triggered event occurs:

* **Send an Instagram direct message**
* **Send an Instagram reply**
* **Send a Facebook direct message**
* **Send a Facebook reply**

[Learn about Universal Inbox / Comment-to-DM](../../marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm)

### Coaching

* **Cancel coaching sessions** - Cancel a single Coaching session or all upcoming Coaching sessions after a specific triggered event occurs
* **Remove coaching sessions** - Remove all upcoming Coaching sessions for customers with an unpaid invoice
* **Send coaching invoice reminder** - Send a reminder to specific customers that they have an unpaid or overdue invoice for Coaching
* **Send coaching session survey** - Send a survey to customers after a Coaching session concludes
* **Send coaching program survey** - Send a survey to customers after a Coaching program concludes

[Learn about Coaching](../../products/coaching/coaching-product-overview)

### Community

* **Send Community DM** - Send a direct message to a specific member or a group of members of your Community after a triggered event occurs
* **Add a member to a private channel** - Add a member to a private channel in your Community after a triggered event occurs
* **Remove a member from private channel** - Remove a member from a private channel in your Community after a triggered event occurs
* **Post in channel** - Add a post in a specific Channel in your Community after a triggered event occurs

[Learn about Communities](../../products/community/build-kajabi-communities)

## Only if filters - Conditional logic

Filters let you create an Automation that subscribes Contacts to an Email Sequence after they've completed a Quiz, and then registers them for a specific Event:

<img alt="Automation filter example" />

<Note>
  **Note:** The **Only if** filter must match the collected data. A specific value is based on "contains" rather than an "exact match."
</Note>

### Contact filters

* **Is subscribed** - Add a condition that says the customer must be subscribed to receive your marketing emails
* **Is a Customer** - Add a condition that says the Contact must be a customer of your site. [Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)
* **Is hidden** - Add a condition that says the Contact must be hidden in your list. [Learn about hiding Contacts](../../contacts/manage-your-contacts/hiding-your-contacts)
* **Has a hard-bounced delivery** - Add a condition that says the Contact's email address has hard-bounced. [Learn about hard-bounced Contacts](../../marketing/email-campaigns/email-metrics-overview#bounced)
* **Excluded from mailing** - Add a condition that says the Contact must be excluded from your mailing list for being high-risk inactive and not engaging with 25 or more emails

### Contact activity filters

* **Contact added in the last** - Add a condition that says the Contact was added to your site during a specific time period
* **Contact added before the last** - Add a condition that says the Contact was added to your site before a specific time period

[Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)

### Customer activity filters

* **Customer joined in the last** - Add a condition that says the customer joined your site during a specific time period
* **Customer visited a page on your site in the last** - Add a condition that says the customer visited a specific page on your site during a specific time period
* **Customer has not visited a page on your site in the last** - Add a condition that says the customer did not visit a specific page on your site during a specific time period

[Learn about customers, Contacts, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)

### Email engagement filters

* **Healthy contacts (engaged 0-90 days ago)** - Add a condition that says the Contact engaged with your marketing emails within the past 90 days
* **Passive contacts (engaged 91-180 days ago)** - Add a condition that says the Contact engaged with your marketing emails between 91 and 180 days ago
* **Unengaged contacts (engaged 181-270 days ago)** - Add a condition that says the Contact engaged with your marketing emails between 181 and 270 days ago
* **Inactive contacts (engaged 270+ days ago)** - Add a condition that says the Contact last engaged with your marketing emails more than 270 days ago

[Learn about Email Campaigns](../../marketing/email-campaigns/email-campaigns-overview)

### Email activity filters

* **Delivered an email in last** - Add a condition that says the Contact received a marketing email from your site during a specific time period
* **Hasn't been delivered an email in last** - Add a condition that says the Contact did not receive a marketing email from your site during a specific time period
* **Opened an email in last** - Add a condition that says the Contact opened a marketing email from your site during a specific time period
* **Hasn't opened an email in last** - Add a condition that says the Contact has not opened a marketing email from your site during a specific time period
* **Hasn't clicked an email in last** - Add a condition that says the Contact has not clicked a link in a marketing email from your site during a specific time period
* **Clicked an email in last** - Add a condition that says the Contact clicked a link in a marketing email from your site during a specific time period

[Learn about Email Metrics](../../marketing/email-campaigns/email-metrics-overview)

### Form filters

* **Submitted any of these form(s)** - Add a condition that says the Contact has submitted a specific form or forms (multiple forms can be selected)
* **Has not submitted form(s)** - Add a condition that says the Contact has not submitted a specific form or forms (multiple forms can be selected)

[Learn about Forms](../../marketing/forms/create-and-build-your-form)

### Assessment filters

* **Completed any of these assessment(s)** - Add a condition that says the Contact has completed a specific assessment or assessments (multiple assessments can be selected)
* **Passed any of these assessment(s)** - Add a condition that says the Contact has passed a specific assessment or assessments (multiple assessments can be selected)
* **Failed any of these assessment(s)** - Add a condition that says the Contact has failed a specific assessment or assessments (multiple assessments can be selected)

[Learn about Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments)

### Product filters

* **Owns any of these product(s)** - Add a condition that says the customer has a specific product or products (multiple products can be selected)
* **Does not own product(s)** - Add a condition that says the customer does not have a specific product or products (multiple products can be selected)
* **Previously owned product(s)** - Add a condition that says the customer used to own a specific product or products (multiple products can be selected)

[Learn about Products](../../products/courses/courses-overview)

### Offer filters

* **Has any of these offer(s)** - Add a condition that says the customer must have a specific offer or offers (multiple offers can be selected)
* **Does not have offer(s)** - Add a condition that says the customer does not have a specific offer or offers (multiple offers can be selected)
* **Previously owned offer(s)** - Add a condition that says the customer used to have a specific offer or offers (multiple offers can be selected)
* **Canceling offer(s)** - Add a condition that says the customer has begun the cancellation process for a subscription offer (multiple offers can be selected)

[Learn about Offers on Kajabi](../../sales/offers/offers-overview)

### Coupon filters

* **Used any of these coupon code(s)** - Add a condition that says the customer used a specific coupon code or codes (multiple coupon codes can be selected)

[Learn about Coupons on Kajabi](../../sales/coupons/how-to-create-a-coupon)

### Email Broadcast filters

* **Sent email broadcast** - Add a condition that says the Contact was sent a specific email broadcast
* **Was not sent email broadcast** - Add a condition that says the Contact was not sent a specific email broadcast
* **Opened email broadcast** - Add a condition that says the Contact opened a specific email broadcast
* **Has not opened email broadcast** - Add a condition that says the Contact has not opened a specific email broadcast
* **Clicked email broadcast** - Add a condition that says the Contact clicked a link in a specific email broadcast
* **Has not clicked email broadcast** - Add a condition that says the Contact has not clicked a link in a specific email broadcast
* **Email broadcast bounced** - Add a condition that says the delivery of a specific email broadcast to the Contact bounced (was refused by the recipient's email server)
* **Email broadcast did not bounce** - Add a condition that says the delivery of a specific email broadcast to the Contact did not bounce
* **Email broadcast dropped** - Add a condition that says the delivery of a specific email broadcast to the Contact was dropped (not sent due to a reason such as previous bounces or the Contact unsubscribed)
* **Email broadcast was not dropped** - Add a condition that says the delivery of a specific email broadcast to the Contact was not dropped

[Learn about Email Broadcasts](../../marketing/email-campaigns/email-campaigns-overview)

### Email Sequence filters

* **Subscribed to email sequence** - Add a condition that says a Contact must be subscribed to a specific email sequence
* **Is not subscribed to email sequence** - Add a condition that says a Contact must not be subscribed to your specific email sequence

[Learn about Email Sequences](../../marketing/email-campaigns/create-an-email-sequence)

### Event filters

* **Registered to event** - Add a condition that says a Contact must be registered for a specific event
* **Is not registered to event** - Add a condition that says a Contact must not be registered for a specific event

[Learn about Events on Kajabi](../../marketing/events/event-overview)

### Tag filters

* **Has any of these tag(s)** - Add a condition that says a Contact must have any of the specified tags (multiple tags can be selected)
* **Has all of these tag(s)** - Add a condition that says a Contact must have all of the specified tags (multiple tags can be selected)
* **Does not have tag(s)** - Add a condition that says a Contact does not have any of the specified tags (multiple tags can be selected)

[Learn to use Tags](../../contacts/manage-your-contacts/tags-overview)

### Default field filters

* **Name contains** - Add a condition that says a Contact's Name must contain a specific value
* **Email contains** - Add a condition that says a Contact's Email must contain a specific value
* **Phone Number contains** - Add a condition that says a Contact's Phone Number must contain a specific value
* **Address contains** - Add a condition that says a Contact's Address must contain a specific value
* **Address Line 2 contains** - Add a condition that says a Contact's Address Line 2 must contain a specific value
* **City contains** - Add a condition that says a Contact's City must contain a specific value
* **State contains** - Add a condition that says a Contact's State must contain a specific value
* **Country contains** - Add a condition that says a Contact's Country must contain a specific value
* **Zip Code contains** - Add a condition that says a Contact's Zip Code must contain a specific value
* **Business Number contains** - Add a condition that says a Contact's Business Number must contain a specific value

[Learn to add and edit Contacts](../../contacts/manage-your-contacts/how-to-edit-your-contacts-information)

### Custom field filters

Add a condition that applies to one of the custom fields you've created for your Forms. Which ones appear are unique to your site.

[Learn to add and edit Form fields](../../marketing/forms/how-to-add-and-edit-fields-on-a-form)


# Upgrade and downgrade Offers with Automations
Source: https://help.kajabi.com/articles/marketing/automations/upgrading-downgrading-offers-with-automations

Automate changes to your customer's subscription and Offer access using Automations.

<div>
  <iframe />
</div>

**Automations** are a powerful tool when scaling your business. Automating processes like upgrading or downgrading a customer's subscription allows you to work effectively and efficiently as your list and business grow.

Using Automations to help your customers change their subscription mimics upgrades and downgrades and only impacts future payments.

[Learn more about Automations in Kajabi](/articles/marketing/automations/automations-overview)

<Warning>
  **Important:** If your Product is set to [drip release content](../../products/courses/schedule-and-drip-content-in-courses), this Automation resets your customer's Start Date when they upgrade or downgrade their subscription. This impacts their access to released content and requires you to [manually change their Start Date](../../contacts/manage-your-contacts/how-to-change-a-customers-start-date). This does not impact their [Product Progress](../../analytics/report-product-progress) if they upgrade or downgrade to Offers containing the same Product.
</Warning>

## Set up Offers

### Create multiple Offers

Similar to the Kajabi Pricing Plans (see [kajabi.com/pricing](https://kajabi.com/pricing) for details), [create and customize individual Offers](../../sales/offers/offers-overview) for your customers to upgrade or downgrade their Offers:

<img alt="Create Multiple Offers" />

### Add Automations

Create Automations for each Offer tier to discontinue payment and access to the Offer if an upgraded or downgraded Offer is purchased:

1. In the Offer Editor, scroll to **Automations**.
2. Click **+ Add Automation**.
3. Open the **THEN** dropdown menu.
4. Select **Deactivate from offer (discontinues payment & access)**.
5. Select the Offer that will deactivate the Offer you are editing if purchased (the downgraded or upgraded Offer tier).
6. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

Then, repeat Step 2 for every Offer that will trigger the cancelation of the Offer you are editing (adding a different Offer in the **THEN** action and Condition for each Automation). This upgrades or downgrades your customer depending on their current Offer tier prior to purchase:

<img alt="Growth Plan Automations" />

After adding Automations to your first Offer, continue adding Automations for every Offer tier as shown in Step 2.

After adding all of your applicable Automations to every Offer, each Offer should have Automations like the example shown below:

<img alt="All 3 Automations" />

Setting up your Automations for each Offer ensures that your customers can upgrade or downgrade their current Offer by purchasing the upgraded or downgraded Offer you provide.


# Use search and filter features with Automations
Source: https://help.kajabi.com/articles/marketing/automations/using-the-enhanced-search-filter-features-with-automations

Locate and manage your workflows using the redesigned search and filter experience in the visual Automation Builder.

Kajabi's [visual Automation Builder](/articles/marketing/automations/whats-new-with-kajabi-automations) includes a redesigned **search and filter** experience that makes it faster and easier to locate and manage your workflows.

<Note>
  **Note:** This feature is available only if you have upgraded to the [visual Automation Builder](/articles/marketing/automations/whats-new-with-kajabi-automations).
</Note>

## Add and use filters

You can filter Automations by **Trigger** or **Action** type.

### Add a trigger or action filter

1. From the Kajabi Dashboard, select **Marketing** > **Automations**.
2. On the Automations index page, choose **Trigger** or **Action** at the top of the dropdown.
3. Select a **Trigger** or **Action**.
4. (Optional) Select an **Operator** and/or **Value**.

<div>
  <iframe />
</div>

## Use multi-select

* Any dropdown (Trigger or Action) supports **multi-select**
* When multiple items are chosen, the dropdown displays **"Multiple selected."**

<img alt="Multi-select" />

## Edit and remove filters

* Click an active filter to edit its selections
* Click **Clear Filter** to remove it
* Use **Clear All** to remove every applied filter

<div>
  <iframe />
</div>

## Trigger type column

The **Trigger Type** column displays an at-a-glance view of the Automation's triggers from the main **Automations** page.

### How it displays

* If the Automation has **multiple triggers**, the column displays: **"Multiple Triggers"**
* If the Automation has **one trigger**, it displays the specific **Trigger Type**

<img alt="Trigger type column" />

## Automations panel: Offers, Forms, and more

The Automations Panel shows every Automation in which a specific item (such as an Offer or Form) appears as either a Trigger or an Action.

### How items display

**If the item appears as a Trigger:**

* It is shown under **When**
* The immediately following node appears under **Then**

<img alt="When display" />

**If it appears as an Action:**

* It is shown under **Then**
* The node immediately before it appears under **When**

<img alt="Then display" />

**If multiple triggers are present:**

* Each trigger displays as its own **When** item


# Explore the upgraded Automations experience
Source: https://help.kajabi.com/articles/marketing/automations/whats-new-with-kajabi-automations

Understand what changed with the visual Automation Builder and take full advantage of the latest enhancements.

With the upgraded **Automations** experience, Kajabi offers a more powerful, flexible, and visual way to build Automations across your business. Explore what changed and how to take full advantage of the enhancements.

## What's changing

### Banner and upgrade prompt

When accessing Automations, you'll see a banner inviting you to explore and upgrade to the enhanced version. Click **Explore and Upgrade** to begin:

<div>
  <iframe />
</div>

<Note>
  **Note:** Once upgraded, the Automations experience fully replaces the previous version. Rollbacks are not supported.
</Note>

## What to expect after upgrading

### Visual Automations replace Automation rules

* Existing Automation rules are copied into the system; however, they no longer exist in their previous format
* If your current Automations share a trigger, they will not be combined into a single Automation. They appear as separate Automations
* For example, if you currently have one Automation that tags a contact and a separate Automation that sends an email when a form is submitted, those remain as two separate Automations after the upgrade
* Automations are created using a visual editor with nodes and branches

<div>
  <iframe />
</div>

### Automation Blueprints

When you create an Automation, you'll see a modal with Automation Blueprints. This is where you begin building your Automation using a templated set of steps, or start from scratch.

<img alt="Automation blueprints" />

### Automation basics

#### Triggers and actions (When / Then)

* Each Automation starts with a **When** trigger event
* You can then add one or more **Then** actions that follow
* The system allows multiple **Then** actions for a single trigger. Previously, only one **Then** action was allowed per Automation

#### Draft and publish status

* Automations are not automatically published when created
* You can set the Automation to **Draft** or **Published** when editing
* Automations must be published to run:

<div>
  <iframe />
</div>

If an Automation contains an error or is missing information, a **Publishing Unavailable** message appears.

Possible errors:

* Must have at least one lead node
* Must have at least one action node
* Email action limit reached

## Features

### Enhanced Automation editor

* **Search bar:** Find Automations quickly by name or keyword
* **Custom naming:** Organize your Automations with clear, descriptive names
* **Total Enrolled:** See how many times the Automation has run. *This does not backfill historical data.*
* **Icon tooltips:** Hover over icons in the editor for helpful explanations
* **Editable When text:** Modify trigger names directly in the editor
* **None Branch:** A fallback path when no conditions in a branch are met
* **Remove Branch Warnings:** A confirmation appears before deleting branches

### Branching logic

The Automations editor supports branching logic, allowing you to create conditional paths within your Automation. If a contact meets the conditions set in a branch, they follow that path. If not, they follow the **None** branch instead.

<div>
  <iframe />
</div>

### Community Automations

Automations offers Community Automations. An Automation Blueprint has been added to the existing Automation Blueprints, with additional **Then** community actions also added.

The **Welcome Community Members with a DM** Automation Blueprint automatically sends a personalized message to Community members:

1. From the Kajabi Dashboard, click **Marketing** > **Automations**.
2. Select **+ New Automation**.
3. Within the pop-up, choose **Welcome Community Members with a DM**.
4. Customize the **When** trigger and click **Save**.
5. Customize the **message** that will be sent when triggered. Click **Save**.
6. (Optional) Choose a contact to send a test message to, then click **Send Test**.
7. Click **Publish** and **Save** the Automation to activate.

<div>
  <iframe />
</div>

If you are starting from scratch or setting up a different Automation, the following **Then** actions are available:

* Send Community DM
* Add a member to a private channel
* Remove member from private channel
* Post in channel

## Where to add Automations

Once upgraded, you can create Automations from multiple areas within Kajabi:

* The **Automations** page
* **Forms**
* **Offers**
* **Funnels** (Automations tab)
* **Courses**
* **Email Campaigns** (both Broadcasts and Sequences)
* **Events**
* **Quizzes**
* **Certificates of Completion**


# Creator Studio
Source: https://help.kajabi.com/articles/marketing/creator-studio/creator-studio

Repurpose videos into social media clips, blog posts, emails, and more in minutes.

<div>
  <iframe />
</div>

**Creator Studio** helps you repurpose any video into clips, transcripts, emails, blogs, social posts, and more in just a few clicks. Reach more people in less time by creating content for every channel — social media clips, blog posts, emails, landing page copy, and beyond.

With just a few clicks, you can have enough content to market your Course, Podcast, Community, or Coaching services for weeks.

<img alt="creator-studio-hc-article-draft-google-docs-0 (1).png" />

### How does it work?

To get started, select a video to repurpose.

You can select an existing Course video from within Kajabi, upload a video directly to Creator Studio, select a Recent File, or paste a YouTube URL. When choosing an existing Course video, you can select from any draft or published content over one minute long.

Then, select what marketing content you want to generate based on this video. There are two types of content that you can generate:

* Written-based content (e.g., blog post, email)
* Video clips

You may select up to fifteen types of content. All content repurposed from the same video will live in the same project.

<img alt="creator-studio-hc-article-draft-google-docs-1 (3).png" />

### Create written-based content

1. Select the written content you want to generate
2. Select **Create**

<img alt="creator-studio-hc-article-draft-google-docs-2 (2).png" />

3. Open the project and select the text thumbnail to view the written content

<img alt="creator-studio-hc-article-draft-google-docs-4 (2).png" />

4. Edit the content, save the changes, copy the content, and regenerate the content as needed

<img alt="creator-studio-hc-article-draft-google-docs-0 (4).png" />

Creator Studio also gives you suggestions for next steps such as creating a blog post with the listicle blog post text. Select the suggestion to open it in a tab.

Then, select the **Copy** icon to copy the text to your clipboard so you can paste it into your email.

### Create a video clip

1. Select **Video clip** when creating a project or when adding media to an existing project

<img alt="creator-studio-hc-article-draft-google-docs-2 (1).png" />

2. Click **Clip video** to open the Creator Studio Script Editor

<img alt="creator-studio-hc-article-draft-google-docs-5 (2).png" />

From the Script Editor, you can view the video's entire transcript, download the transcript and subtitles of the full video, and select highlights with just a click to create a video clip:

<img alt="creator-studio-hc-article-draft-google-docs.png" />

You can also use the integrated AI key moments feature. Creator Studio suggests highlights based on the intended length of your final video clip. For every video, the AI can only make three unique Auto-Highlight selections based on those lengths. For example, asking the AI to Auto-Highlight less than three minutes again will result in the same sentences being highlighted.

### Change or remove auto-selected highlights

You can remove any highlight, whether it's one you've made or one the AI suggested. Use the left highlight pane to navigate to where the highlight appears in the original transcript. Selecting the highlight in the transcript again will remove it from your list.

When you are satisfied with the highlights you want to use, click **Save and close**, and Kajabi will start processing your video clip. Kajabi will do this completely in the background. While the clip is being generated, you can safely create another video clip using different highlights or leave Creator Studio or the Kajabi app.

After generating your video clips, you can preview the clip, adjust the layout for different social media platforms, customize the clip using the integrated Adobe Express editor, rename the clip, download the clip, download the clip's transcripts and subtitles, or share the clip to Facebook, Instagram, and LinkedIn.

To adjust the layout for different social media platforms, add text, add animated transitions, and make other customizations, select **Edit video**:

<img alt="creator-studio-hc-article-draft-google-docs (1).png" />

In this video editor, you can also trim your video, upload a logo, add text, and change the background color:

<img alt="how-to-customize-your-creator-studio-clips-hc-draft-google-docs (5).png" />

## Repurpose any video

### Get started with Creator Studio

1. Open the **Creator Studio** tab from your Dashboard
2. Select **Create your first project** or **+ New Project**
3. Click **Upload a video** or **Select a recent file**

<img alt="creator-studio-hc-article-draft-google-docs-3.png" />

4. After selecting the video, review it
5. Select the content you want to create from this video
6. Click **Create** to generate your content

Not sure where to start? You can upload the following:

* YouTube video
* Coaching recording
* Webinar recording
* Livestream recording
* Community meetup recording — [Learn more about Community meetups](../../products/community/create-a-community-meetup)

There are two ways to repurpose a Kajabi Community meetup recording using Creator Studio:

* Using a video link
* Using the downloaded video file

### Use a video link

1. Log into your Community
2. Go to the **Meetups** tab
3. Hover over the recording you want to use
4. Copy the video link
5. Create a **Creator Studio** project
6. Paste the video link

### Use the downloaded video file

1. Log into your Community
2. Go to the **Meetups** tab
3. Hover over the recording you want to download
4. Select **Download**

<img alt="creator-studio-hc-article-draft-google-docs-9.png" />

5. Create a **Creator Studio** project
6. Select **Upload a video**
7. Select that video file

<Note>
  **Note:**

  * Videos shorter than one minute or longer than 4 hours cannot be used to generate video clips with Creator Studio. [Learn more about video formats accepted by Kajabi](../../products/courses/video-formats-supported-by-kajabi)
  * Draft lessons with video are available in Creator Studio. If your Course does not contain video lessons it will not be available to use in Creator Studio.
  * Only Coaching recordings embedded in the Details tab will be available to select, not recordings uploaded as attachments in resources.
</Note>

## FAQs

### Can I use videos other than Course videos?

Yes, you can upload any video to Creator Studio, as long as it is longer than 1 minute, shorter than 4 hours, and less than 4 GB. [Learn more about video formats accepted by Kajabi](../../products/courses/video-formats-supported-by-kajabi).

### Can I use audio-only files?

Audio-only files are not supported.

### How does the AI suggest key moments?

Creator Studio will create a speech-to-text script of your video and identify complete sentences. It will then mix and match sentences until it can (1) create a clip under the desired duration, and (2) produce a fair summary of the entire video.

It's possible that if you do a great job summarizing a particular part of the video, the AI will pick that part for the clip. However, the app is not designed to favor one part of the video over another.

### Can I ask Kajabi to redo and make a new set of highlights?

At this time, the AI will always suggest the same set of highlights given the same Course video and desired duration.

### Is there a limit to the number of clips I can make?

No, you can make an unlimited amount of content (including video clips) per project. In other words, you can repurpose a single video into unlimited content.

### How can I quickly highlight sentences for a specific topic?

By using the search bar in the Script Editor, you can enter the name of your topic or a specific keyword. Then, quickly highlight the sentences pertaining to your topic by selecting them.

<img alt="creator-studio-hc-article-draft-google-docs (2).png" />

### Can I download the script, subtitles, or captions?

Yes, you can download the full transcript and subtitle (.srt) file for any video you upload into Creator Studio. [Learn more](../../marketing/creator-studio/how-to-download-transcript-and-subtitles-with-creator-studio).

You can also download the transcript and subtitle (.srt) file for any Creator Studio clip you create. [Learn more](../../marketing/creator-studio/how-to-download-transcript-and-subtitles-with-creator-studio).

### Does the content I generate expire?

No, your content does not expire. You can download your content as long as you maintain your Kajabi subscription.


# Creator Studio permissions
Source: https://help.kajabi.com/articles/marketing/creator-studio/creator-studio-permissions

Grant the required permissions for Kajabi to share Creator Studio content to social media.

Kajabi can share the video clips you make in Creator Studio directly to your social media. In order to do so, Kajabi requires that you give permission to do all of the following for each social media account you connect.

## Required permissions

### Facebook

On Facebook, Kajabi will ask to:

* **Manage your business** to allow posting on your behalf

For your Facebook Pages, Kajabi will ask to:

* **Show a list of the Pages you manage** to allow you to pick which Page to post to
* **Create and manage content on your page** to post your video clip on your behalf
* **Publish videos to your timeline on your behalf** to be able to post video files on your account
* **Read content posted on the page** to share with you how your video clip performs

For your Facebook Groups, Kajabi will ask to:

* **Post content into groups on your behalf** to post your video clip on your behalf
* **Access your authored posts and comments in groups** to share with you how your video clip performs

<Note>
  **Note:**
  To share your Creator Studio Clips with Facebook directly from Kajabi, you will need to add the Kajabi Marketing Services App. [Learn to add the Kajabi Marketing Services App to your Facebook Group](../../marketing/creator-studio/how-to-share-your-creator-studio-clips-to-facebook-from-kajabi).
</Note>

### Instagram

On Instagram, Kajabi will ask to:

* **Access your profile and posts from the Instagram account connected to your Page** to allow you to pick which account to post as and to post your video clip on your behalf
* **Upload media and create posts for the Instagram account connected to your Page** to be able to post video files on your account

### LinkedIn

On LinkedIn, Kajabi will ask to:

* Access your profile to post your video clip to your LinkedIn profile

[Learn more about sharing content to LinkedIn](https://www.linkedin.com/help/linkedin/answer/a519947).

## Remove Kajabi access from accounts

You can remove Kajabi's access to your Facebook and Instagram accounts by navigating to Facebook and accessing the Business Integrations under **Settings > Security and Login > Business Integrations**.

<Note>
  **Note:**
  Kajabi will not be able to post to your Facebook page, Facebook group, or Instagram account without these permissions. Previously posted videos will still appear on your Facebook page, Facebook group, or Instagram account until you delete them on the social network.
</Note>

You can read more instructions from Facebook here: [How do I edit the privacy and settings for my business integrations or remove them from Facebook?](https://www.facebook.com/help/405094243235242)


# Build Creator Studio clips
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-build-your-creator-studio-clips

Generate Creator Studio clips with manual highlights or Kajabi's AI key moments feature.

**Creator Studio** lets you repurpose any video into clips, transcripts, emails, blogs, social posts, and more in just a few clicks. Within minutes, you can have marketing content to share on any channel.

[Learn more about Creator Studio](../../marketing/creator-studio/creator-studio).

## Highlighting

When you open a Creator Studio project, you will have direct access to the transcript from your Course video.

With Creator Studio, you are in full control of what you want to use for your video clip by highlighting the parts of the script you want to include in your final clip.

### Manual highlighting

Select specific sentences in your transcript to control the highlights used in your final video clip.

* **To manually highlight:** Click a sentence in the transcript to add a highlight
* **To remove a highlight:** Click the highlighted sentence in the transcript

<div>
  <iframe />
</div>

As you manually highlight sentences in your transcript, they will appear in the Highlights panel to the right of the editor.

A duration counter in the highlights panel can help you keep track of how long your video clip will be.

For long transcripts, you can click on the highlight in a panel to find where it was originally spoken in line with the script.

Selecting a sentence to create a highlight will be auto-saved to the Kajabi app. If you leave for any reason, any highlights you have added will be waiting for you when you return to Creator Studio.

### Capture key moments

Creator Studio offers an AI key moments feature if you need inspiration on what parts of your video you should use.

Kajabi's AI can make up to 3 recommendations based on the length of your video:

* **Short:** Great for Instagram Reels and TikTok videos
* **Medium:** Ideal for Facebook and LinkedIn posts
* **Long:** Recommended for posting to a YouTube channel

When you select a key moment recommendation, Kajabi's AI will highlight the portions of your transcript that will add up to the target duration.

From here, you can add or remove highlights that the AI made or add your own to the list:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Click on any highlight in the right panel to see where the highlighted sentence was said in context in the Transcript. If you have manually selected any highlights before using a key moment, all existing highlights will be cleared before applying the key moment to avoid any conflict.
</Note>

Things to keep in mind with AI key moments:

* The AI is trained to use only complete sentences from the transcript and to cover most (if not all) the topics in the video
* This can lead to the AI making a suggested key moment longer than the targeted duration. You may have to remove highlights to achieve your desired duration
* The AI can only make 3 suggestions based on the duration selected for each Course video. If you reapply a set of highlights, you will see the same sentences highlighted for each selected duration

### Reset highlights

Need to start over? Click **Clear all** to remove all of your highlights in a single action:

<img alt="A7795565-42E8-476B-884D-DB288F1FF102.png" />

## Generate a video clip

When you are satisfied with your highlights, click **Save and close**:

<img alt="24A288F8-F2DF-4C3D-99C8-DA556EB3DE70.png" />

Creator Studio will create a video clip based on the sentences you highlighted.

Generating your video clip will take place in the background to allow you to safely work on other video projects or navigate to different areas of Kajabi.

You will receive an email notification when your clip is ready to be downloaded and shared. [Learn to update your email notifications](../../account-settings/notifications/update-email-notifications).

## Preview a video clip

### Watch the video

Preview your video clip by following along with the transcript. You can view the video in the upper right corner if you need a reminder of what was on screen during each section.

As you watch the video, the bolded timestamp on the transcript will follow along with your progress in the video.

Click on the transcript's timestamp if you want to quickly jump to a specific part of the video.

<img alt="F98F8703-190D-491E-A07F-6DFC95C45BA7.png" />

### Highlights

With Highlights, you can see how much of your video you have highlighted from the transcript panel's scrollbar. As you select more highlights, the scrollbar will fill in based on the part of the video where the highlight came from.

This is a quick way to see if you're highlighting from the beginning or end part of your video.

### Preview highlights

View a rough draft preview of your Creator Studio clip before committing to generating it.

To preview, click the **Preview** button to open a modal with your rough draft clip ready to view.

Here you can play or pause and skip forward to the next highlight or skip backward to the previous highlight.

Additionally, you can restart your video from the beginning to review your entire video.

<img alt="1402238F-D5C7-4FF5-8071-E0BCA21056E7.png" />

### Common errors

Some accounts may see the error screen pictured below when viewing a Creator Studio project where the project's original Course video was deleted.

<img alt="how-to-preview-video-google-docs-0.png" />

Your other Course videos and your ability to generate a clip have not been impacted.

If you would like to be able to preview your video, adhere to the following:

1. Make sure the video you want to work with is uploaded to a Course module
2. Create a project using your intended video

The video and clip previews will be working when it finishes transcribing.

## Share a video clip

After your video clip has finished generating, you can preview your video clip, [customize your clip](../../marketing/creator-studio/how-to-customize-your-creator-studio-clips), rename your clip, download the clip transcript and subtitles, download your clip, and share it on your social media platforms.

[Learn to manage your Creator Studio projects](../../marketing/creator-studio/how-to-manage-your-creator-studio-projects).


# Customize Creator Studio clips
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-customize-your-creator-studio-clips

Edit and enhance Creator Studio clips with the integrated Adobe Express editor.

Creator Studio integrates with **Adobe Express** so you can resize, trim, and enhance your video clips before sharing them. Use the built-in editor to adjust dimensions, add text, apply templates, and more — all without leaving Kajabi.

## Customize clips

1. First, create a highlight clip. [Learn more](../../marketing/creator-studio/how-to-build-your-creator-studio-clips)
2. Select **Edit video**

<img alt="creator-studio-ga-how-to-manage-your-creator-studio-projects-hc-draft-google-docs (3).png" />

3. An Adobe Express pop-up will appear. Log in to an existing Adobe Express account, or create an account
4. Resize your video to your desired dimension. You may also trim the video and adjust the video scale

<img alt="how-to-customize-your-creator-studio-clips-hc-draft-google-docs (2).png" />

After resizing your video, click **Open in editor** to begin using all the editing features available with Adobe Express.

Features include:

* Templates
* Stock images and videos
* Video editing tools

[Learn more about Adobe Express](https://www.adobe.com/express/#level-up-with-adobe-express).

<img alt="how-to-customize-your-creator-studio-clips-hc-draft-google-docs (3).png" />

Now that you have edited your video with Adobe Express, click **Save** to save the video back to Kajabi.

The edited video clip will appear along with all of your other clips in your Creator Studio project.

You can rename the file, share it to social media, and easily add it to your landing page, website, and blog via [Recent Files](../../website/pages/how-to-upload-from-a-list-of-recent-videos-or-images).

## Schedule clips for social media

After you edit a video using Adobe Express, you can schedule your video to be posted on social media.

1. Go to [https://new.express.adobe.com/your-stuff/files](https://new.express.adobe.com/your-stuff/files)
2. Log in to your Adobe Express account
3. Open the file you wish to schedule
4. Select **Share**
5. Click **Schedule post**

<img alt="how-to-customize-your-creator-studio-clips-hc-draft-google-docs (4).png" />

## Troubleshooting

### Edit with Adobe button is not visible

The **Edit with Adobe** button is only visible for highlight clips (i.e., videos that you have clipped).

In order to edit a video with Adobe, you must first select the sentences you want in your highlight video and then save that highlight video.

Then, you can edit that highlight video as many times as you'd like using Adobe Express.

### An error occurred while initializing Adobe Express

If this error occurs, try creating the highlight clip again.

To recreate the same highlight clip:

1. Select **New media**
2. Click **Video clip**
3. Select **Clip video** to select the sentences you want to include in your highlight clip. Creator Studio remembers the most recent set of sentences you selected
4. Click **Save and close** and wait for the highlight clip to finish processing

When the highlight clip is ready, you should see the **Edit with Adobe** button.

### File size is too big

In rare circumstances, video clip files that are too large will be unable to be loaded into the video editor.

Your video clip must be less than 1GB and shorter than 5 minutes. You can pick a different video clip, or make a smaller one with fewer highlights to use the video editor.


# Delete Creator Studio projects and clips
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-delete-creator-studio-projects-clips

Remove projects or clips from Creator Studio.

## Delete projects

1. Open **Creator Studio** from your homepage
2. Hover over the project tile
3. Click the **...** menu
4. Click **Delete**

<img alt="7940A40B-4923-444A-9029-2D7CABCBAB2A.png" />

## Delete clips

1. Open **Creator Studio** from your homepage
2. Select your desired project
3. Open the **...** menu next to the clip you wish to delete
4. Select **Delete**

<img alt="9ADB0FF2-CFCF-4804-B81F-B8A9C738EE6A.png" />


# Download transcripts and subtitles with Creator Studio
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-download-transcript-and-subtitles-with-creator-studio

Download transcript and subtitle files from Creator Studio to use across platforms.

Downloading your Creator Studio clip transcripts and subtitles can strengthen your brand and marketing efforts by providing accessible content with your clips.

For example, you can use your Creator Studio clip to create a marketing video to publish to your YouTube channel and use your downloaded transcripts and subtitles to add captioning, making your content more accessible to all viewers.

With transcripts and subtitles, you can:

* **Add closed captions to Course videos** — Download the .srt file from Creator Studio, then upload it to your Course video
* **Add closed captions to blog videos** — Download the .srt file from Creator Studio, then upload it to your blog video
* **Add closed captions to YouTube videos** — Download the .srt file from Creator Studio, then upload it to YouTube Studio
* **Create a mini-course** — Use Creator Studio to turn long Course videos into short Course videos, then upload them to a Course
* **Add videos to a Kajabi blog** — Select your highlight video from Recent Files
* **Create marketing assets** — Use your video script to help draft emails, blogs, website content, landing page copy, and more
* **Create YouTube chapter markers** — Upload your Creator Studio video to YouTube, and use the corresponding .srt file to create chapter markers in the YouTube description box

## View, edit, and download the full transcript and subtitles

1. When creating a project, select **Transcript** and **Subtitle** to generate them for your video
2. After the project finishes processing, open the project
3. Select the transcript or subtitle thumbnail to view and edit
4. Click the download icon to download the file

<Note>
  **Note:**
  The option to download the full transcript and subtitles is only available for projects created after July 17th, 2023. To download the full transcript and subtitles of videos you created before July 17th, 2023, create a project using that video.
</Note>

## Download transcript and subtitles from a highlight clip

To download your transcript and subtitle files from a Creator Studio clip, you will first need to create a Creator Studio clip.

### Open the Script Editor and select highlights

If you have not created a Creator Studio clip, you will first need to create a clip. [Learn more](../../marketing/creator-studio/creator-studio).

1. Open the Script Editor to select sentences for your highlight video
2. Click **Generate clip**. Your video will start processing on the project exports page. [Learn more](../../marketing/creator-studio/how-to-build-your-creator-studio-clips)

### Download the transcript and subtitles

1. After your video finishes processing, you will see the **...** menu
2. Click the **...** menu. You will see three options to download your transcript and subtitle files

<img alt="Kajabi_-__admin_sites_135263_creator_studio.png" />

<Note>
  **Note:**
  The option to download the transcript and subtitles is only available for auto-highlighted videos created after June 1st, 2023, not customized videos or previously created highlight videos.
</Note>


# Manage Creator Studio projects
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-manage-your-creator-studio-projects

Organize, rename, and create content within Creator Studio projects and video clips.

A Creator Studio *project* contains all the marketing content you create from a single, original video. *Video clips* are the video files you make from a project to use for social media, website pages, landing pages, blogs, mini-courses, and more.

## Projects and video clips

### What are projects?

You create a project by selecting **New project** from the Creator Studio homepage. Then, select the video you want to repurpose and the marketing content you want to create from it (e.g., landing page copy, video clips, email copy, transcripts, etc.)

<img alt="how-to-manage-your-creator-studio-projects-google-docs-0.png" />

### What are video clips?

Video clips are the video files that you make from a project to use for social media, website pages, landing pages, blogs, mini-courses, and more.

There are two types of video clips: highlight video clips and customized clips.

<img alt="how-to-manage-your-creator-studio-projects-google-docs-1.png" />

### Create a highlight video clip

1. Select **Clip video** to launch the Script Editor and select which sentences to include in your highlight video clip
2. Select **Save and close** to generate your highlight video clip

### Create a customized clip

1. Select **Edit video** to launch the integrated Adobe Express editor
2. Select the dimensions of your video and customize your video
3. Click **Save** to close and generate your customized video clip

<img alt="creator-studio-ga-how-to-manage-your-creator-studio-projects-hc-draft-google-docs.png" />

[Learn more about customizing your clip using Adobe Express](../../marketing/creator-studio/how-to-customize-your-creator-studio-clips).

## Manage projects

All of your projects for your site are accessible from the main Creator Studio homepage.

By default, the project has the same name as the original content.

## Manage video clips

All of your clips are organized by the project from which they were made.

Viewing your video clips within a project will allow you to see when the clip was created and its duration.

You can also:

* **Rename a clip** — By default, your clip will be named based on when it was created
* Preview the clip
* Download the clip
* Download the transcript and subtitle files of a highlight clip
* Customize the highlight clip using Adobe Express
* Share the clip to social media
* Schedule the clip to social media using Adobe Express

Kajabi will notify you with an email confirmation when your project has finished transcribing, your highlight video has been generated, and your customized video is ready to download. [Learn to update your email notifications](../../account-settings/notifications/update-email-notifications).

## Create more content from the same video

To create more content based on the same original video:

1. Open the **project** for that original video
2. Click **New media**
3. Select what content you want to create based on that original video

<img alt="creator-studio-ga-how-to-manage-your-creator-studio-projects-hc-draft-google-docs (1).png" />

<Note>
  **Note:**
  You do not need to create a project to generate more marketing content from the same video. You can navigate to that project and select **New media**.
</Note>


# Share Creator Studio clips to Facebook
Source: https://help.kajabi.com/articles/marketing/creator-studio/how-to-share-your-creator-studio-clips-to-facebook-from-kajabi

Connect the Kajabi Marketing Services App to share Creator Studio clips directly to Facebook Groups.

**Creator Studio** lets you generate a highlight video from your existing videos and share it to Facebook and Instagram with one click — no manual editing, downloading, or re-uploading required.

To share your Creator Studio clips to Facebook directly from Creator Studio, you will first need to add the Kajabi Marketing Services App to your desired Facebook Group.

<Note>
  **Note:**
  Your Creator Studio clips can be shared to a Facebook Group from Creator Studio if you have created the Group and set up the Kajabi Marketing Services app, or if you are a member of the Facebook Group that has the Kajabi Marketing Services app set up by an Admin of the Group.
</Note>

## Add Kajabi Marketing Services App

1. Log into your Facebook account
2. Open **Your Groups**
3. Select your **Group**

<img alt="0D61FDFE-931E-46E0-8ADA-239FC20B49DF_4_5005_c.jpeg" />

4. Navigate to the sidebar
5. Click **Group settings**
6. Select the edit icon for **Apps** under "Manage advanced settings"
7. Click **Add apps**

<div>
  <iframe />
</div>

8. In the sidebar, search **Kajabi Marketing Services**
9. Select **Kajabi Marketing Services**
10. Click **Add** in the pop-up modal to complete

<img alt="BE0606C5-C5FF-4342-ADE1-EF7AEBCC1F09.png" />


# Manage the Creator Studio add-on
Source: https://help.kajabi.com/articles/marketing/creator-studio/manage-your-creator-studio-add-on

View remaining projects and upgrade or downgrade the Creator Studio add-on.

All Kajabi users can generate unlimited content from 1 video per month, and use [Adobe Express](https://www.adobe.com/express/#level-up-with-adobe-express) to customize and schedule their content — for free.

If you want to repurpose more videos, or use Adobe Express Premium for premium templates, design elements, and editing features, upgrade your **Creator Studio add-on**.

### What are Creator Studio projects?

A project contains all the marketing content you create from a single, original video.

You create a project by selecting **New project** from the Creator Studio homepage. Then, select the video you want to repurpose and the marketing content you want to create from it (e.g., landing page copy, video clips, email copy, transcripts, etc.)

## Creator Studio add-on plans

With Kajabi, you get access to Creator Studio Free to create unlimited content from 1 video per month and use Adobe Express to customize your content.

Maximize Creator Studio by selecting from any of the following Creator Studio add-ons:

* **Creator Studio Basic:** Generate unlimited content from 4 videos per month, and use Adobe Express to customize your content
* **Creator Studio Premium:** Generate unlimited content from 30 videos per month, and use Adobe Express Premium to customize your content

## Adobe Express

Adobe Express is an all-in-one design, photo, and video tool to help make content creation easy. Built-in Adobe Express editing tools make it easy to level up your content without design experience.

[Learn more about Adobe Express](https://www.adobe.com/express/).

## Start using Adobe Express Premium

There are 2 ways to get started using Adobe Express Premium:

* When you purchase Creator Studio Premium, you will receive a code for complimentary 6 month access to Adobe Express Premium. After 6 months, email [support@kajabi.com](mailto:support@kajabi.com) and the team can extend access
* You can also purchase Adobe Express Premium directly. Visit [https://new.express.adobe.com](https://new.express.adobe.com) and log in to purchase Adobe Express Premium

## View remaining projects

Depending on your Creator Studio plan, your available projects will vary. View your remaining projects available to plan your upcoming projects.

1. Open **Creator Studio** from your Kajabi Dashboard
2. Next to the **New project** button, you will see the number of projects you have made this month and the number of projects you can create this month

<img alt="remaining-projects.png" />

The refresh date is based on your base plan subscription date; if your base plan refreshes on the 5th of every month or year, then your Creator Studio projects refresh on the 5th of every month.

## Upgrade

At any time, you can view Creator Studio add-on plans and upgrade.

1. Open **Creator Studio** from your Kajabi Dashboard
2. Next to the **New project** button, click the information symbol (i)
3. Click **View plans**

<img alt="view-plans.png" />

If you have reached the limit on your Creator Studio plan, you will see a notification pop up at the top of your Creator Studio homepage. Here, you can view your available plans and upgrade:

<img alt="upgrade-notification.png" />

## Downgrade

If you choose to downgrade your Creator Studio plan, email [support@kajabi.com](mailto:support@kajabi.com) for assistance.

<Note>
  **Note:**
  If you choose to downgrade your Creator Studio Premium add-on, you will lose complimentary access to Adobe Express Premium.
</Note>

## FAQs

### What does unlimited content mean?

Within a project, you can select **New media** to create unlimited pieces of content — clips, emails, blog posts, and more, at any time:

<img alt="new-media.png" />

You can also regenerate each piece of content if you want to see variations.

### There's an error creating my project. Does that count against my project count per month?

No, projects with errors do not count towards your limit. You can delete the project and re-create it.

### Do projects roll over from month to month?

No, on your Creator Studio homepage, you can view your remaining projects. Click the information symbol (i) to view when your projects will refresh:

<img alt="refresh-date.png" />

### If I have multiple sites, can I create projects across all sites?

Yes, your project count is for your account, not a specific site. If you have 30 projects per month and 3 sites, you can split those 30 projects across all 3 sites.

### I have an annual base plan and annual Creator Studio plan. Do I get to spread out my projects across the entire year?

No, your base plan only impacts the amount you pay and the frequency you pay. It does not impact how many projects you get per month. Projects do not roll over from month to month.

### I need more than 30 projects a month with Creator Studio Premium. How can I get more projects?

Email [support@kajabi.com](mailto:support@kajabi.com) so the team can note your interest and let you know when an Enterprise plan is available.

### If I cancel my paid Creator Studio add-on, will I lose the projects and content I've created?

No, you will keep all projects and content inside your Creator Studio tab.


# Share Creator Studio content
Source: https://help.kajabi.com/articles/marketing/creator-studio/sharing-your-creator-studio-content

Share Creator Studio clips directly to Facebook, Instagram, and LinkedIn.

Kajabi can share the content you make in **Creator Studio** directly to the following social media networks:

* Facebook Pages and Groups
* Instagram Reels
* LinkedIn Posts

To share content, Kajabi requires that you give permission for each social media account you connect. [Learn more about Creator Studio permissions](../../marketing/creator-studio/creator-studio-permissions).

Looking to schedule your clips for social media? [Learn more](../../marketing/creator-studio/how-to-customize-your-creator-studio-clips#schedule-clips-for-social-media).

## Facebook

Kajabi can share your video to Facebook Pages you manage and Facebook Groups you are a member of.

## Instagram

Kajabi can share your video to Instagram accounts associated with your Facebook business account.

Kajabi will share videos to your Instagram Reel. You can also choose to let your Instagram Reel appear on your account's grid.

## LinkedIn

Kajabi can share your videos directly to your LinkedIn account.

## Limitations

Kajabi can only connect to one Facebook username/password per Kajabi account for Facebook pages, Facebook groups, and Instagram business accounts.

To share a video to LinkedIn, it must be longer than 3 seconds, shorter than 30 minutes, and the file size must be smaller than 200 MB.


# Troubleshoot Creator Studio clips
Source: https://help.kajabi.com/articles/marketing/creator-studio/troubleshooting-your-creator-studio-clips

Resolve error messages and issues with Creator Studio.

## Creator Studio failed to load

This error can occur if there is a system issue or if there is an intermittent internet connection issue.

<img alt="0050F157-867A-460F-A719-1935CFF90E7A.png" />

To resolve:

1. Reload the page
2. If the error persists, open a support ticket so the team can help resolve this issue for you

## Project failed to transcribe

This error can occur when Kajabi is unable to transcribe your Course video or make key moment suggestions.

This typically happens when an unfamiliar file format is encountered or if a speech track on the video cannot be detected.

Supported file formats:

MP4, MOV, AVI, and WebM

If you encounter this error, you can retry creating another project with the same Course video.

However, if the error persists, open a support ticket so the team can investigate the video and see if the underlying error can be resolved.

## Video clip failed to generate

This error can occur when there is an issue rendering your video clip. This can happen even if other clips from the project are successful due to an errant frame.

<img alt="troubleshooting-your-creator-studio-clips-google-docs-1.png" />

If you encounter this error, you can retry creating another clip with the same highlights.

However, if the error persists, open a support ticket so the team can investigate the video and see if the underlying error can be resolved.


# Optimize emails for mobile devices
Source: https://help.kajabi.com/articles/marketing/email-campaigns/a-lot-of-my-email-recipients-read-my-emails-on-mobile-devices-can-kajabi-help-me-provide-a-great-experience-to-those-folks

Preview and control how your emails display across desktop, tablet, and mobile devices.

## Overview

Kajabi email section types are responsive out of the box, meaning they automatically adjust to mobile devices.

For example, your email stacks vertically on mobile instead of horizontally as it would on desktop.

## Preview emails on different devices

In the editor, you can simulate different device types and see how your emails will look to your recipients. At the top of the editor, you'll see these options:

<img alt="Device preview options" />

These buttons allow you to view how your email looks on a desktop, tablet, and mobile device.

## Control section settings for different devices

The section settings allow you to control, in detail, how your content adjusts to different devices. You can also hide certain elements if desired.

<img alt="Section settings" />

Previewing your layout on different devices is powerful when creating your email.

<Note>
  **Note:** We recommend [sending yourself a test email](/articles/marketing/email-campaigns/how-to-test-send-your-emails) to see exactly what your email will look like for your recipients.
</Note>


# Add downloadable files to emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/add-downloadable-files-to-emails

Share resources, flyers, and additional information with your email recipients.

## Overview

Include downloadable files in your Email Broadcasts and Email Sequences to share resources, flyers, and additional information with your recipients.

<Note>
  **Note:** The maximum file size for any downloadable attachment in an Email Campaign is 1GB.
</Note>

## Email Broadcast

Include a downloadable file in your **Email Broadcast** with both the **Classic Email Editor** and **Email Visual Editor**.

### Classic Editor

1. Create your [Email Broadcast](/articles/marketing/email-campaigns/create-an-email-broadcast).
2. Select **Use the Classic Editor**:

<img alt="Use the Classic Editor" />

3. Enter an **Internal Title** for your Email Broadcast when prompted.
4. In Step 2 of your Email Broadcast, select the **paper clip icon**:

<img alt="Paper clip icon" />

5. Choose **File** from your computer or drag and drop.
6. Click **Open** to add your downloadable file to your Email Broadcast.

### Visual Editor

The [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview) gives you the flexibility and control to design your Email Broadcasts with your branding and design vision.

Add downloadable files within a variety of sections available with the Email Visual Editor:

* Add a Text Section
* Add a Button
* Add an Announcement

#### Add a Text Section to a broadcast

1. Click the **Paper Clip icon** to upload your file. This allows your recipients to select the text containing your file to download:

<img alt="Text section download" />

#### Add a Button to a broadcast

1. Open the **Link Action** dropdown menu and select **Download a file** to upload your file. This lets your recipients click a button to download your file:

<img alt="Button download" />

#### Add an Announcement to a broadcast

1. Open the **Action** dropdown menu and select **Download a file** to upload your file. This lets your recipients click on the Announcement to download your file:

<img alt="Announcement download" />

## Email Sequence

### Add a downloadable file to an email sequence

1. Create your Email Sequence or select an existing one. Read [Create an Email Sequence](/articles/marketing/email-campaigns/create-an-email-sequence) for details.
2. In the Email Editor for an individual email, select the paper clip icon:

<img alt="Email Sequence download" />

3. Select **Choose File** from your computer or drag and drop your file into the file picker.
4. Click **Open** to add your downloadable file to your Email Sequence.
5. Edit **Text to display** in the **Insert Link** prompt.
6. Click **Ok** to apply your downloadable file to the email.

Your email recipients can now click the text you entered in the **Text to display** field to open your downloadable file.

### Display your download link as a Button

1. After adding your downloadable file, click on the newly created **Download** link.
2. Click the **+ insert/edit button** icon in the toolbar.
3. The download URL will automatically populate with the selected download link.
4. In the Insert Button prompt, customize the **Text to Display**, the **Title**, and the **Button Color**.


# Follow best practices for email subject lines
Source: https://help.kajabi.com/articles/marketing/email-campaigns/best-practices-for-email-subject-lines

Write effective subject lines that avoid spam filters and reach your contacts' inboxes.

## Overview

Emails with "spammy" subject lines are more likely to land in the Junk folder. Follow these rules to help get your emails to your readers' inboxes.

## Limit the use of punctuation characters

Overusing punctuation can be a trigger for spam filters.

To help your mail reach your contact's inbox, avoid excessive punctuation marks in the subject line (especially exclamation points).

## Limit the total number of characters

We recommend limiting the number of characters in your subject line to 50 characters to ensure that your subject line properly displays across all devices.

Limiting the total number of characters in your subject line allows you to communicate the subject of your email without getting cut off.

**Maximum characters: 140**

## Avoid using all caps

Overusing capitalization in your subject lines can send your email to your contact's Junk folder. To avoid getting marked as spam, don't use all capitalized letters in your subject line.

## Avoid spam filter trigger words

Adding certain words to your subject line can trigger a recipient's spam filter. To help get your emails to your contact's inbox, check the email subject line for common words known to trigger spam filters:

<img alt="Spam trigger words" />


# Grow and maintain engaged contact lists
Source: https://help.kajabi.com/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists

Build and maintain a healthy, organic contact list to improve email marketing results.

In email marketing, the best results are generated when you send emails exclusively to an audience that interacts with your content. Follow these best practices to build and maintain a healthy, engaged **contact list**.

## Grow an organic contacts list

You will attain the best email marketing results by sending emails to contacts who want to receive them. In other words, don't purchase email lists.

Purchased lists are typically full of invalid and other bad email addresses. If someone does not opt-in directly to you, then they are not opted-in to receive email from you.

<Warning>
  **Important:**
  The use of purchased email lists is prohibited by Kajabi's Anti-Spam Policy.
</Warning>

Be sure to grow your contact list naturally through Double-Opt-In forms on pages that fit your target audience.

## Offer a double opt-in subscription

The number one rule of growing an organic contact list is using a Double-Opt-In form. Acquiring contacts through your own opt-in is vital to holding a good sender reputation.

A double opt-in means the sender is validating the email entered on its website twice, first by having the user enter the address on the site and then asking recipients to confirm their subscription through a confirmation email.

### Set up a double opt-in subscription

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Open your desired Form or [create one](../../marketing/forms/create-and-build-your-form).
4. Select **Double Opt-In (Recommended)** to enable it.
5. Select any [Additional Options](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in#h_01F33JX84VQS2XDS7M4CAXWT4B) you wish to apply and customize.
6. Click **Save** to apply your changes.

<Frame>
  <img alt="Forms Double Opt In" />
</Frame>

## More best practices

* **Offer an Opt-Out**: Due to U.S. and International Anti-Spam Laws, Kajabi has added an Opt-Out to your Email Sequences, so we've already got you covered.
* **Verify Recipient Engagement**: ESPs measure your reputation through the engagement of your recipients. If recipients are opening, forwarding, and replying to your emails, it will improve your status.

### Find recipient engagement

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns**.
3. Select the desired Email Campaign and then click **Report**.

## Use free, quality content as a lead magnet

A great way to organically grow your contact list is to offer some type of value in exchange for opting in, a.k.a., a lead magnet. Here is a list of some tried-and-true lead magnets you can use to organically grow your list:

* Live webinar
* Quiz (i.e., Assessments)
* Video
* Image
* Discounted offer
* Guide
* Checklists

## Maintain mailing list health

### Unsubscribe inactive contacts

To improve your sender reputation, we recommend unsubscribing contacts who aren't responding or interacting with their emails after 180 days.

ISPs measure engagement, such as opens or clicks, as a positive sign, which improves the sender's reputation.

Kajabi defines "inactive" as a non-customer, subscribed, at least 30 days old, has been delivered an email in the past 90 days, but has not opened an email in the past 90 days, and has not clicked a link within an email.

### Manage inactive contacts

1. Open the **Contacts** tab from your Dashboard.
2. Click **Filters** to filter your list:
   * **Category:** Email Engagement
   * **Conditional:** Inactive Contacts
   * **Value:** Include email opens
3. Click **Apply Filters**.
4. Click the **Select all checkbox** or manually select the inactive contacts of your choosing.
5. Open the **Bulk Actions** dropdown menu.
6. Select **Unsubscribe from email marketing**.
7. Complete the prompt and confirm your intention to unsubscribe.

[Learn how to perform bulk actions to manage your inactive contacts](../../contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab#h_71801d2d-bc8f-4b24-88dc-61798c6f8375).

<Frame>
  <img alt="Contacts Unsubscribe" />
</Frame>

## Manage hard-bounced contacts

A **hard bounce** is an email that has failed to deliver for permanent reasons, such as the recipient's address is invalid, either because the domain name is incorrect, isn't real, or the recipient is unknown.

We know how important it is for your content to reach your subscribers' inboxes, so Kajabi has taken action to help you manage your bounced contacts and [improve your email deliverability](/articles/marketing/email-campaigns/sender-reputation-guide) by automating the process of unsubscribing your bounced emails.

<Note>
  **Note:**
  You may encounter contacts in your hard-bounced segment that remain subscribed. Your contacts will remain subscribed unless they are determined to be permanently undeliverable. As such, contacts may not be unsubscribed immediately upon a hard bounce.
</Note>

Learn [how auto-unsubscribe helps you maintain a healthy mailing list](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list).

## Identify unsubscribed contacts

1. Click the **Contacts** tab from your Dashboard.
2. Create a [Filter](../../contacts/manage-your-contacts/apply-filters-to-your-contacts-tab).
3. Select **Marketing Status** as the Category.
4. Select **Subscribed** as the Conditional.
5. Select **No** as the Value.
6. Click **Apply Filters**.


# Add an avatar or logo to Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-add-an-avatarlogo-to-my-email-campaigns

Brand the Reply-To sender image displayed to email recipients using an avatar or logo.

Add an **avatar or logo** to your Email Campaigns to brand your Reply-To sender image and present a professional appearance to recipients.

## Add an avatar or logo to emails

**The process for customizing your avatar/logo displayed in your recipients' email clients will vary.**

With the many different email clients your recipients may use, such as Gmail, Yahoo, Microsoft, Apple Mail, and much more, every email client behaves and functions differently.

**Your recipient's inbox provider or email client ultimately determines the avatar/logo displayed.**

By default, the avatar next to an email sender's information will typically display as a neutral icon:

<img alt="Default avatar" />

With avatar creation tools like Gravatar, you can upload your preferred avatar for your Reply-To email address.

Individual Gravatar results may vary. Using a custom email domain may result in a higher success rate, but is not guaranteed.

## What is Gravatar?

Gravatar is a free avatar creation service recommended to display your sender image.

Gravatar doesn't actually change the avatar of your email, but is used to associate an avatar with your email address. Gravatars are only displayed for recipients with email clients (i.e., Gmail) that support Gravatar.

Gravatar stands for **G**lobally **R**ecognized **Avatar**.

Simply upload your image, create a profile, and with any Gravatar-enabled email client, your Gravatar image will follow.

[Learn more about Gravatar](https://en.gravatar.com/).

Although we recommend using Gravatar to brand your sender image, there may be different tools and services available as well.

**The best recommendation is to research and find the tool that best fits you and your business.**

Do you use a Gmail account for your Reply-To email address? [Learn to change your Gmail profile picture](https://support.google.com/mail/answer/35529?co=GENIE.Platform%3DDesktop\&hl=en)

## Add a logo with Gravatar

### Create a free account with Gravatar

1. If you do not have a Gravatar account, [create a free account at Gravatar](https://en.gravatar.com/):

<img alt="Create Gravatar account" />

2. After creating your free account and receiving your confirmation email, sign in to Gravatar to manage your Gravatars.
3. Select the email address you wish to modify or add a new email address. This email address should be the email address you wish to use for your [Kajabi Reply-To email address](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings) to display your Gravatar when receiving and responding to replies from your marketing email recipients.
4. Click **Add one by clicking here!** in Gravatar.
5. Click **Upload new**.
6. Choose your file.
7. Click **Next**.
8. Crop your image or click **Crop Image** to move on:

<div>
  <iframe />
</div>

9. Select the maturity rating for your Gravatar before allowing it to appear on any site.
10. After selecting your rating, click **Set Rating**:

<img alt="Set Gravatar rating" />

11. After creating your Gravatar, navigate to your Kajabi account to update your Reply-To email address. Connecting your Reply-To email address will include your Gravatar when responding to replies from your contacts. We recommend changing your Reply-To email address instead of your From email address to keep the default Kajabi email address personalized to your account.
12. Open **Settings** from the Dashboard.
13. Click **Marketing Settings**.
14. Scroll to the **Email Settings** section.
15. Enter the email address used for your Gravatar in the **Reply-To email address** field:

<div>
  <iframe />
</div>

After editing your Reply-To email address, when a recipient of your **marketing email** replies to your email and you respond back, your email recipient will see your Gravatar image displayed.

<Tip>
  **Tip:** To display your Gravatar to recipients who respond back to your **transactional emails**, update your [Support Email Address](../../account-settings/my-kajabi/change-your-account-details#h_6a3809fe-024a-4884-b2f5-922318c7586e) to your email address connected to Gravatar.
</Tip>


# Link videos in emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-add-live-videos-that-play-in-my-emails

Understand video limitations in emails and use the Video Section to link videos for recipients.

Live **videos** cannot be played directly inside of your email.

Email clients do not support the playing of live videos within emails. However, the Video Section within the Email Visual Editor simplifies the linking of videos on Kajabi and other site pages.

Within your email, your recipients will have a thumbnail preview and a play button that will direct them to your linked video when clicked.

[Learn about the Video Section](/articles/marketing/email-campaigns/how-to-add-a-video-section-in-email-campaigns).


# Change the language for email footer elements
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-change-the-language-for-the-view-in-browser-button-and-address-in-the-footer-of-my-email

Update the language for the View in Browser button and address in the email footer.

The **View in Browser** button and Marketing Contact Address found in the footer of your email are generated based on your site's language settings and can be changed by updating the language settings.

Read [Change site language settings](../../account-settings/my-kajabi/change-your-site-language) for details.

Looking to update your mailing address displayed in the footer?

[Learn how to update your marketing contact address](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings).

## View in browser link

<img alt="View in browser link" />

## Email footer

<img alt="Email footer" />

[Learn to update your marketing contact address](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings).


# Edit an email after sending
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-edit-an-email-after-it-has-been-sent

Understand editing limitations for sent emails and learn how to send updated versions.

After an **email** (e.g., Email Broadcast, Email Sequence email, Event email, or an Automation email) has been sent, the email cannot be changed.

<Note>
  **Note:**
  Emails in an Email Sequence can be updated for future sequence subscribers. In the same way, emails surrounding an event or email sent from an Automation can be edited for future recipients. However, you cannot retroactively edit an email for recipients that have already received the email. [Learn to edit emails in an email sequence](/articles/marketing/email-campaigns/create-an-email-sequence).
</Note>

Although a sent email cannot be edited, you can duplicate the sent email to send an updated version to your recipients:

<img alt="Duplicate email" />

When crafting your email campaigns be sure to finalize, preview, and test your emails before sending. [Learn to test send your emails](/articles/marketing/email-campaigns/how-to-test-send-your-emails).


# Maximize the text box when editing
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing

Expand the text editor to full size for easier email editing.

By default, the **text area** is sized to fit within the left sidebar, but there is a button that allows you to maximize the screen to show the text editor in full size:

<img alt="Maximize text editor" />

Once completed, click the icon again to "shrink" the text area back to its default size.


# Turn off the View in Web Browser feature
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-turn-off-the-view-in-web-browser-feature

Hide the View in Web Browser link on desktop, mobile, or both.

<div>
  <iframe />
</div>

## Hide the View in Web Browser link

Turning off this feature can be accomplished across different devices. If you wish to display the **View in Web Browser** feature only on desktop and not on mobile, or vice versa, you can.

* In the Visual Editor, click **Settings**.
* Then, click **View in Web Browser Link**:

<img alt="View in Web Browser settings" />

* Check **Hide Section on Desktop** and/or **Hide Section on Mobile** to turn off the link for desktop and/or mobile.

<img alt="Hide section options" />

[Learn more about hiding the View in Web Browser link](/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link).


# Use custom fonts in emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/can-i-use-custom-fonts-in-my-emails

Apply custom fonts to email campaigns using the Visual Editor.

<div>
  <iframe />
</div>

When you are in the [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview):

* Open **Settings**.
* Click **Typography**:

<img alt="Typography settings" />

* Then, select **Use Custom Fonts**:

<img alt="Use Custom Fonts" />

Within this section, you can control which **custom fonts** are used and even distinguish between heading and body fonts (you can also adjust your desktop and mobile settings in this section).

<Tip>
  **Tip:**
  Custom fonts are not supported in older email clients. We recommend always selecting a fallback font to ensure that your email content is readable across email clients.
</Tip>

<img alt="Fallback font" />

<Note>
  **Note:**
  Not all fonts will be available on your recipients' email systems, so we've focused on the most commonly available web fonts.
</Note>


# Classic Email Editor vs Visual Email Editor
Source: https://help.kajabi.com/articles/marketing/email-campaigns/classic-email-editor-vs-visual-email-editor

Choose between the Classic Email Editor and Visual Email Editor for email campaigns.

The **Classic Email Editor** is available alongside the Visual Email Editor.

You can select the "classic" editor when creating an email campaign by clicking the **Use the Classic Editor** button on the top right when selecting your template:

<img alt="Use the Classic Editor" />

Or at the bottom of the Email Templates page:

<div>
  <iframe />
</div>


# Connect a custom email domain
Source: https://help.kajabi.com/articles/marketing/email-campaigns/connecting-a-custom-email-domain

Connect a custom email domain to Kajabi to brand sender information in marketing emails.

Connect your **custom email domain** to Kajabi to brand your sender information in the marketing emails you send to your list.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article covers connecting a custom email domain. If you are looking to connect a custom domain to Kajabi, [learn how to connect a custom domain](../../website/domains/connect-a-custom-domain).
</Note>

## Email domains

Custom email domains offer a great way to add credibility to your brand when sending marketing emails to your list.

When you join Kajabi, you're set up with Kajabi's shared marketing email domain to benefit from the excellent sender reputation Kajabi has spent years building. Using Kajabi's shared marketing email domain gives you the opportunity to build your own sender reputation as you scale your business.

*Kajabi Email Domain Example:*

<img alt="Kajabi email domain" />

However, if you're sending a significant number of marketing emails every week, creating and connecting a custom email domain can help solidify your brand.

*Custom Email Domain Example:*

<img alt="Custom email domain" />

Customizing your email domain allows you to brand your sender information on the email marketing content you send to your list. Transactional emails (i.e. non-marketing emails) will continue to be sent through Kajabi's email domain. [Learn about marketing and transactional emails for more details](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails).

### Why customize an email domain?

Building trust and credibility takes time and consistency. A custom email domain can help build trust and credibility with your email recipients by presenting a consistent, professional brand.

Building trust and credibility is essential for any business.

As an increasing number of people become familiar with your brand and the value you offer, using a custom email domain can encourage engagement with your marketing emails and improve your conversion rates.

<Note>
  **Note:** We don't recommend this feature if you're sending only a few hundred emails or less per month so that you can continue to benefit from Kajabi's [sending reputation](/articles/marketing/email-campaigns/sender-reputation-guide) as you grow your list.
</Note>

## Create unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

## Add DNS records to a domain registrar

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

Click the links below for detailed steps on how to add your Kajabi DNS records to specific DNS providers:

* [Connect a custom email domain with Bluehost](/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-bluehost)
* [Connect a custom email domain with GoDaddy](/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-godaddy)
* [Connect a custom email domain with Namecheap](/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-namecheap)
* [Connect a custom email domain with SiteGround](/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-siteground)
* [Connect a custom email domain with CloudFlare](/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-cloudflare)

<Note>
  **Note:** **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## What happens during the verification process?

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your DNS information.

### Can I send emails during this time?

Yes. As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your newly branded email domain.

<img alt="Confirmation email" />

<Tip>
  **Tip:** Test your newly connected custom email domain by sending a [test marketing email](/articles/marketing/email-campaigns/how-to-test-send-your-emails).
</Tip>

### What if there's a problem?

If there's a problem verifying your email domain, Kajabi will notify you by changing the Marketing Email Domain Sending status to indicate that there's been an error during the verification process:

<img alt="Error status" />

## Remove a custom email domain

<Warning>
  **Important:** **Do not inadvertently delete your custom email domain.** If you decide to remove your custom email domain, your marketing emails will be sent from the shared Kajabi email domain again. Your custom domain information will be deleted and cannot be recovered, meaning you will need to complete the setup process from the beginning if you choose to reconnect your custom email domain. **Any links in emails you've already sent from this domain will no longer work after removal.**
</Warning>

If you wish to remove your custom email domain and send your marketing emails with Kajabi's shared marketing email domain instead:

* Open the **Settings** tab from your Dashboard.
* Then, select **Marketing Settings**.
* Scroll down to Email Settings and locate your Custom Email Domain settings.
* Click **Remove Custom Email Domain**.
* Then confirm by clicking **Continue**:

<div>
  <iframe />
</div>


# Connect a custom email domain with Wix
Source: https://help.kajabi.com/articles/marketing/email-campaigns/connecting-a-custom-email-domain-with-wix

Understand the limitations of connecting a custom email domain when using Wix as a domain registrar.

Unfortunately, it's not possible to connect a **custom email domain** with Wix at this time.

[Learn to transfer your Wix domain away from Wix](https://support.wix.com/en/article/transferring-your-wix-domain-away-from-wix-2477749).


# Create an Email Broadcast
Source: https://help.kajabi.com/articles/marketing/email-campaigns/create-an-email-broadcast

Set up and send an Email Broadcast to contacts on your list.

An **Email Broadcast** is an individual email sent to a list of subscribers from your **Contacts** tab. An Email Broadcast can be used to share Newsletters, Announcements, and more with your contacts.

## Create an Email Broadcast

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns.**
3. Click **+ New Email Campaign** on the **Email Campaigns** dashboard.
4. Select **Create Email Broadcast**.

<Note>
  **Note:** You can A/B Test your Email Broadcasts. [Learn more about Email A/B Testing](/articles/marketing/email-campaigns/email-ab-testing-overview).
</Note>

## Select the Email Editor

Next, you can choose to create your Email Broadcast with the:

* **Visual Email Editor** by selecting a Kajabi Template or a [custom Email Template](/articles/marketing/email-campaigns/how-to-create-custom-email-templates), or the
* **Classic Email Editor** by selecting **Classic Editor** in the top right corner or the bottom of the template list:

<img alt="Email Templates" />

## Select recipients

Next, you will need to choose who will receive the Email Broadcast. You can choose to send the Email Broadcast to all of your contacts, or a [segmented list](../../contacts/manage-your-contacts/segment-your-contacts).

If a user has not opted in to receive marketing emails, they will not be added to the recipient list when creating your **Email Broadcast**.

If you add a filtered selection of 200 people from your list to an Email Broadcast and only 98 recipients were added, the reason is most likely that more than half of those users did not opt in to receive marketing emails.

<Note>
  **Note:** The preview email will be sent to the email address of the currently logged-in admin.
</Note>

## Schedule an Email Broadcast

After you have selected recipients and edited the Email Broadcast content, you must schedule when it will be sent.

Choose **Send right now** to send the email immediately, or select **Schedule for later** to send it at a later date.

If you choose **Schedule for later**, select the date and time you would like your Email Broadcast to be sent.

Learn [how to send yourself a test email](/articles/marketing/email-campaigns/how-to-test-send-your-emails) before sending it to your list.


# Create an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/create-an-email-sequence

Nurture contacts, engage members, and convert leads with automated email sequences.

An **Email Sequence** is a series of emails sent with pre-set time intervals to contacts after they are subscribed to the sequence via trigger-based automations.

## Create an Email Sequence

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Then, click **+ New Email Campaign** on the Email Campaigns dashboard:

<img alt="New Email Campaign" />

4. Select **Email Sequence** and enter your Internal Title in the text box.
5. Click **Continue**:

<img alt="Select Email Sequence" />

6. Select your [email template](/articles/marketing/email-campaigns/how-to-create-custom-email-templates) or select the classic editor to begin building and designing the first email in your sequence.
7. Click **Get Started**.
8. Enter the internal title for the email in your Email Sequence.
9. Click **Create**.

<Note>
  **Note:** If a contact is not subscribed to receive marketing emails, they will not receive emails in an Email Sequence. Learn more about [Subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) for details. If your subscribers are not receiving your sequence, your emails may be getting marked as spam. [Learn how to improve your sender reputation and improve your email deliverability](/articles/marketing/email-campaigns/sender-reputation-guide).
</Note>

## Edit emails in an Email Sequence

After creating an Email Sequence, edit the emails in that sequence according to your brand and language preferences.

### In the Email Editor

1. Determine the number of **Day(s)** after a contact subscribes to receive the email in the sequence.
2. Set the **Time** you want the email sent to sequence subscribers.
3. Enter an **Internal Title** to help you differentiate between the emails in your Email Sequence.

### Edit an email

1. Open the **Marketing** tab from the dashboard.
2. Click **Email Campaigns**.
3. Select the **Email Sequence** you wish to edit.
4. Click the **Email Title** to edit:

<img alt="Edit Sequence Email" />

[Learn how to convert emails from the Classic Editor to the Visual Editor](/articles/marketing/email-campaigns/how-to-convert-email-sequence-emails-from-classic-to-the-new-visual-editor)

## Add emails to an existing Email Sequence

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select an existing **Email Sequence.**
4. Click **+ Add New Email:**

<img alt="Add New Email to Sequence" />

5. Or, click **Duplicate Email** then **Duplicate** to use a previously created email in a sequence as a starting point. The duplicated email will have its send time offset by 1 minute, but you may adjust the schedule after duplication. You will also be given the option to copy any automations from the original email.
   <img alt="Screenshot 2026 07 02 At 3 15 11 PM" title="Screenshot 2026 07 02 At 3 15 11 PM" />
6. Select a template.
7. Click **Get Started**.
8. Enter a **Title** for your Email.
9. Click **Create**.

<Note>
  **Note:** Avoid adding emails to a sequence retroactively. If you created an Email Sequence with three emails sent on days 3, 5, and 7, and you wanted to add an email to be sent on day 6 of the sequence, that email will not be sent to subscribers who have already passed day 6 in the sequence.
</Note>

## Send multiple emails per day

You can send up to two emails per day to Email Sequence subscribers. This is a powerful way to leverage Email Sequences for various campaigns.

For example, you may have an Offer deadline approaching that you want to encourage your recipients to participate in. With multiple emails, you can send up to two emails on the last day of your sequence.

Set up multiple emails to be sent on the same day in your sequence by selecting the same Day (e.g., Day 1, Day 2, etc.) when creating two emails.

<Note>
  **Note:** Email Sequences cannot send multiple emails set to send on Day 0 (i.e., immediately). If you wish to send multiple emails on the same day, you will need to set your send time for a future date.
</Note>

<img alt="Multiple emails per day" />

## Customize an Email Sequence

Design an Email Sequence for your unique business:

* Stylize emails with the [Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview).
* Create [subscribe trigger(s) with Automations](../../marketing/automations/automations-overview#email-campaigns).
* Add emails to an Email Sequence.
* Customize [Email Sequence Settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings).
* [Personalize emails](/articles/marketing/email-campaigns/how-to-personalize-your-email-campaigns) in the sequence to your recipients.
* Use [Segments](../../contacts/manage-your-contacts/segment-your-contacts) to design personalized marketing content.

<Tip>
  **Tip:** Send the first email in the sequence immediately after a contact is subscribed to the sequence by setting the **Day** to **0** when editing the email.
</Tip>

<Note>
  **Note:** Adding emails to an active sequence retroactively will result in an inconsistent experience across your Email Sequence subscribers. If you created an Email Sequence with three emails sent on days 3, 5, and 7, and you wanted to add an email to be sent on day 6 of the sequence, that email will not be sent to subscribers who have already passed day 6 in the sequence.
</Note>

Learn [how to send yourself a test email](/articles/marketing/email-campaigns/how-to-test-send-your-emails) prior to emailing your list.


# Understand email deliverability
Source: https://help.kajabi.com/articles/marketing/email-campaigns/demystifying-email-deliverability

Follow the journey of a Kajabi email from draft to final destination and learn how to improve delivery rates.

<img alt="Email deliverability blog" />

If you're struggling with high bounce rates, unresponsive lists, and other **email deliverability** problems, you might be desperate for answers. The tech jargon coming up on your Google search isn't helping. And the answer you hear most often might be, "It's complicated. It depends."

It's true. Deliverability and IP reputation can change from day to day or even hour to hour—even when sending emails to the same list on the same platform. There's no silver bullet to "fix" overall deliverability because Email Service Providers (aka ESPs like Gmail and Outlook) are constantly changing the rules for what gets delivered and what skips the inbox.

Even your niche itself, along with your products or services, could impact your email marketing deliverability.

## What happens after you click send?

A series of interrelated events—some out of your control, some out of Kajabi's control.

We'll walk you through the journey of an email in Kajabi: from the moment you draft your email, to the moment it reaches your recipient's inbox (if it does).

<img alt="Email journey infographic" />

[Click image to enlarge](https://kajabi-storefronts-production.global.ssl.fastly.net/kajabi-storefronts-production/blogs/1097/images/b8sdaDLbRpCTqc1zupFE_Infographic_full_1_.png)

Consider this post a guided tour. Whenever a milestone is worth exploring, we'll get out of the bus together. Otherwise, we'll point it out and keep going.

## 1. You draft the email

Using the Kajabi Email editor, you control the design and text of the subject line, preview text, and body. Because subject lines and body content can affect deliverability, our smart system is evaluating both:

* Our email [subject line validation](https://blog.kajabi.com/email-subject-line-validation) is checking for potential spam triggers as you're typing. If it detects a trigger, it will suggest exactly what to fix.
* Our backend email spam service is evaluating your body content before sending. Any content that's especially egregious gets flagged and rejected from being sent. This happens very rarely.

[Learn the best practices for Email Subject Lines](/articles/marketing/email-campaigns/best-practices-for-email-subject-lines)

## 2. You choose the audience

In the ideal scenario, you're sending emails only to the people who interact with them. The more your recipients open, click, reply, and forward your emails, the more solid your reputation will be.

[Email list hygiene](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists) is all about maintaining a clean, high-quality list proactively. You can use Kajabi capabilities like requiring a double opt-in, as well as unsubscribing and removing inactive contacts and emails that are permanently bouncing. (Your email automatically includes an opt-out to comply with anti-spam laws.)

We have developed capabilities like [email address validation](../../contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list) that will automate more of these cleanup tactics.

<img alt="Audience selection infographic" />

## 3. You click send or schedule

This triggers a chain of events that's seemingly invisible. This includes packaging up your message and recipient list so it can be processed by Kajabi's servers.

## 4. Kajabi hands off your email

Our email delivery platform's cloud-based infrastructure scales with growing businesses and stands out from other ESPs because it's state-of-the-art. More than 150,000 companies worldwide—including Shopify, Slack, and Lyft—use our email delivery platform.

<img alt="Email delivery infographic" />

## 5. Kajabi divides broadcasts into batches

Using Lightning Broadcast technology, Kajabi splits emails going to big recipient lists into separate chunks of 1000 recipients each. This helps rapidly speed up email delivery.

## 6. The email delivery platform devises a plan

Sophisticated technologies execute email delivery processes in ways that aren't always clear-cut. At Kajabi, we're working on implementing certain protocols like inbox placement, send time optimization, and various ways to warm up IP addresses.

Email throttling controls the number of emails sent to one ISP or remote server at one time. Without mechanisms to control how quickly emails get released, the emails are more likely to be flagged as spam.

Suppression lists are one of those many processes. If a recipient's address is invalid, the email will [hard bounce](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists) every single time. Our email delivery platform will filter out those emails automatically by putting them on a suppression list.

## 7. The email goes out via Kajabi's dedicated IP addresses

At this point, we're at a bridge that connects the email message en route, the sending domain, and the sending IP address.

All Heroes get the benefit of reputable shared domains and shared IPs. If you're a business starting out or don't send high-volumes frequently, you can leverage Kajabi's elevated sender reputation.

If you would prefer to use your own Custom Email Domain, however, you can!

[Learn how to connect your Custom Email Domain to Kajabi](/articles/marketing/email-campaigns/connecting-a-custom-email-domain).

<img alt="IP and domain infographic" />

## 8. The email goes to the recipient's ESP

Your email broadcast will likely go to a handful or a dozen different ESPs depending on your list, e.g. Gmail, Hotmail, Yahoo, and other providers.

## 9. Spam detection systems evaluate the email

Every ESP has its own proprietary algorithm that's constantly analyzing incoming emails. Neverending changes to these search algorithms are inevitable as spammers discover loopholes and slip through spam filters.

At this stage, Kajabi and its users don't have much visibility of the ins and outs. We know that IP reputation plays a major role in the algorithm.

Consider the practically unlimited details about email that an ESP could potentially assess:

* The ratio of images versus text
* Previous engagement between the sender and specific recipient
* Overall engagement from all recipients
* The "reply to" address and how it relates to the source domain
* Historical sending patterns
* IP/domain reputation

Here's a quick roundup of the security checks to help ensure the sender is who they claim to be:

* **SPF**: Sender Policy Framework checks the DNS record and prevents unauthorized sources from sending emails from your domain.
* **DKIM**: DomainKeys Identified Mail uses public-key cryptography.
* **DMARC**: Domain-based Message Authentication, Reporting, and Conformance tells the receiver what to do if an email does not pass SPF or DKIM authentication.

<img alt="Spam detection infographic" />

## 10. Each ESP handles spam differently

One provider might hold spam in a junk mail folder. Another provider might give the message a spam header. And yet another provider might allow the recipient to block individual email addresses entirely.

## 11. Native apps respond differently

Whether your recipient is checking their email through a web browser or a native app like Apple Mail or Microsoft Outlook, the difference poses another variable. Native apps typically perform their own level of spam detection.

Bounces get automatically reported back to our email delivery platform and Kajabi, and ultimately back to you as the sender.

## 12. The recipient accesses the inbox

Assuming the email survives spam detection from the ESP and native app, it lands in the recipient's inbox. Now your recipient has control.

If the subject line is forgettable or undesirable, your recipient is more likely to scroll past or delete it. However your recipient responds, that data makes its way back to our email delivery platform and Kajabi.

## Improve email deliverability

As complex as the process may seem, the journey no longer needs to be a total black box. Some variables may be out of your control, but the more informed you are, the smarter decisions you'll make.

**What's the No. 1 thing you should do to improve email deliverability?**

Clean up your email list. Contacts who don't engage with your emails risk your ability to reach everyone else.

If you're looking for more dos and don'ts of email marketing, go to our [Sender Reputation Guide](/articles/marketing/email-campaigns/sender-reputation-guide).

For more specifics about Kajabi Email, check out:

* [Upgraded Kajabi Email: Your Questions, Answered!](https://blog.kajabi.com/your-kajabi-email-questions-answered)
* [Kajabi Email Deep Dive Training](https://pages.kajabi.com/email-training-replay)


# Edit an Email Broadcast's scheduled date and time
Source: https://help.kajabi.com/articles/marketing/email-campaigns/edit-an-email-broadcasts-scheduled-date-and-time

View and reschedule scheduled Email Broadcasts.

View and modify the **scheduled date and time** for your Email Broadcasts.

## View scheduled Email Campaigns

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select **Scheduled** from the top menu:

<img alt="View Scheduled Email Campaigns" />

<Note>
  **Note:** If you are A/B testing your Email Broadcast, your test will begin after all the emails have been sent. [Learn more](/articles/marketing/email-campaigns/email-ab-testing-overview).
</Note>

## Edit the scheduled time and date

1. Open the **Marketing** tab from your Dashboard.
2. Click **Email Campaigns**.
3. Select **Scheduled** from the top menu.
4. Open the **ellipsis `…` icon** on the right side of the email you wish to reschedule.
5. Click **Unschedule**.
6. Read the prompt and confirm your desire to **Unschedule**.
7. Select your newly unscheduled Email Campaign to edit.
8. Navigate to the top right corner of the Email Editor and click **3. Send Email**.
9. Select **Send at a Specific Time** and choose the date and time you wish the Email Broadcast to be sent. Then, click **Apply**.
10. Click **Confirm**.

<Note>
  **Note:** Schedule your Email Broadcast up to a year in advance. [Learn more](/articles/marketing/email-campaigns/create-an-email-broadcast).
</Note>


# Email A/B Test distribution
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-ab-test-distribution

Split email recipients between test groups to find the winning Email Broadcast.

Split your email recipients across test groups to measure the effectiveness of different **Email Broadcast** variables.

## A/B Test distribution

A/B testing is a method of measuring the effectiveness of different variables.

By A/B testing your Email Broadcast, you can compare a constant version of your broadcast to an alternate version with small, variable changes similar to the constant version.

To create a meaningful test, you will want to split your recipients between your Test A and Test B Email Broadcasts and set your A/B Test Distribution.

At the same time, we want to help increase your conversions and get you started with the best Email Broadcast by sending your winning email to a percentage of your email recipients. Therefore, you will want to split your recipients between Test A, Test B, and the percentage of recipients that will receive the winning email broadcast.

For example, a meaningful Test Distribution could look like 25% to Test A, 25% to Test B, and 50% of recipients that will receive the winner of the test; 25%/25%/50% Test Distribution:

<img alt="A/B Test Distribution" />

Use the slider to adjust your Test Distribution.

## FAQs

### When does the winner email get sent?

The Email Broadcast that wins the A/B test will be sent as soon as the Test Duration ends. [Learn more about Test Duration](/articles/marketing/email-campaigns/email-ab-test-duration).

### Why do you recommend a 25%/25%/50% split if you have less than 1000 total recipients for a test?

With more people in your test group you can get data back faster. This means that you can spend less time running the test and get onto sending the winning email.


# Email A/B Test duration
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-ab-test-duration

Set the Test Duration to determine how long Kajabi collects data before selecting a winning Email Broadcast.

The **Test Duration** controls how long Kajabi collects data after sending test emails before determining the winning Email Broadcast.

## What is A/B Testing?

A/B testing is a method of measuring the effectiveness of different variables. In this case, different variables within your Email Broadcasts. By A/B testing your Email Broadcast, you can compare a constant version of your broadcast to an alternate version with small, variable changes similar to the constant version.

A/B testing can help improve your conversions, enhance your customer experience, and provide insight into the performance of your Email Broadcasts.

## What is A/B Test Duration?

The Test Duration is the time limit specified to gather results. After the last test email is sent, your specified Test Duration will begin. Once the Test Duration has concluded, the winner will be determined.

For example, if you set your Test Duration to four hours, this means that you are giving Kajabi four hours to collect data after the last email has gone out.

So, if your email recipient list is large, the last test may take awhile to complete after you press send. This means that the test duration will not begin until the last email is sent.

In this example, the test duration of 4 hours + the 1 hour (example) of send time will equate to 5 hours total before you see the results of your Email A/B Test.

After the test duration is over, the winning Email Broadcast (Version A or Version B) is determined and the winning email is sent based on your specified Test Distribution.

You will then be able to see the results of your test in the results page:

<img alt="A/B Test Results" />


# Email A/B testing best practices
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-ab-testing-best-practices

Improve conversions and gain insight into Email Broadcast performance through A/B testing.

Apply these best practices to improve conversions, enhance the customer experience, and gain insight into the performance of **Email Broadcasts** by leveraging A/B testing.

## Where can A/B testing be used?

With Kajabi, you can [A/B test your Email Broadcasts](/articles/marketing/email-campaigns/email-ab-testing-overview).

Even small, seemingly insignificant changes can, at times, yield surprising results. Some page elements that are typically tested include:

* **Calls to action:** Button appearance, placement, and text.
* **Copy and tone:** Language, body content, and subject lines, preview lines.
* **Imagery:** Videos, testimonials, and images.
* **Branding:** Logos, colors, and email design.

## What should you test?

Testing your email may seem overwhelming when there are so many variables you can test. You can test any element that you find important with each A/B test that you create.

Here are a few ideas to get you started.

### Email subject line

The subject line is a powerful feature of the email campaign as it is one of the first elements your recipient encounters in your email. Because of its prominence in the inbox, it is a good place to prioritize your focus for your A/B testing.

A few ideas to test in your subject line include:

* Asking a question
* Testing capitalization styles
* Adding emojis
* Adjusting copy to be more specific or more ambiguous
* Adding personalization
* Adjusting the length
* Setting the tone

[Learn more best practices for email subject lines](/articles/marketing/email-campaigns/best-practices-for-email-subject-lines).

Not sure what to say in your subject line? [Ask Cofounder for help](/articles/cofounder/cofounder-overview).

### Email preview text

After you nail down your email subject line, you may want to consider testing your preview text. The email preview text is like a continuation of the subject line and in the same way can impact your open rates.

Keep in mind that the preview text should be additive to the subject line, not a duplicate—it is an opportunity to add more context. Avoid repeating the same information that is already stated in your subject line. Instead, use the preview text to encourage your recipients to open and engage with your email.

### Call to action

Buttons or text? Experimenting with different calls to action can be an effective use for an A/B test. Do your recipients engage more with buttons or text? What type of copy are they more drawn to?

Play around with the calls to action in your Email Broadcast to see what your audience responds to most.

[Learn more about customizing your call to action button with Kajabi's Email Visual Editor](/articles/marketing/email-campaigns/how-to-add-and-customize-your-button-in-email-campaigns).

### Imagery

Images can be powerful when used appropriately. Testing your use of imagery (or lack of imagery) is a great way to gain insight into the type of content your recipients are most drawn to.

A few ideas to test in your email imagery:

* No images vs. multiple images
* Text on an image vs. no text
* Colorful imagery vs. black and white imagery
* Images of people vs. images of objects
* Images of action vs. static imagery

## Conduct an effective Email A/B test

1. **Research:** Take a look at competitors in your industry to determine areas that may be improved with Split testing.
2. **Hypothesis:** Based on your reasoning and research, identify a possible explanation or conjecture to test. For example, *Users aren't sure where to locate your call to action in your email; if it were noticeably displayed at the top of the email, the conversion rate would increase.*
3. **Identify the variable:** Because an A/B test is a form of scientific experiment, it must be done with proper control variables to be conclusive. Identify the variables you will test.
4. **Set your parameters:** To determine the length of time and volume of visitors needed for you to conduct a reliable test, use an A/B Test Calculator like [Optimizely](https://www.optimizely.com/sample-size-calculator/). All the website elements outside of the variable being tested must be kept identical to yield valid results.
5. **Conduct your test:** Use Kajabi's Email A/B Testing feature to create your test and send your winning email to your recipients.


# Email A/B testing overview
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-ab-testing-overview

Optimize Email Broadcasts and increase sales with A/B testing.

**A/B testing** in Email Broadcasts is a great way to optimize your emails to nurture leads and make more sales.

## Create an email A/B test

### Create an Email Broadcast

To create an Email A/B Test, you will first need to create an Email Broadcast.

[Learn to create your Email Broadcast](/articles/marketing/email-campaigns/create-an-email-broadcast).

### Create and edit your email A/B test

In step 2 of creating your Email Broadcast, **Step 2. Edit content**, you can begin to create your A/B test.

<Warning>
  **Warning:** Email broadcasts created using the Classic Editor cannot be used with the A/B testing feature. Create your broadcast using one of the available email templates (or one of your saved templates) to use the A/B functionality.
</Warning>

**To create your A/B Test:**

* Open your Email Broadcast Editor by selecting a drafted Email Broadcast or creating a new Email Broadcast and reaching **Step 2. Edit content**:

<img alt="Edit content step" />

* In your Email Broadcast Editor, click **Create A/B test**:

<img alt="Create A/B test" />

* Add your A/B Test Internal Title to begin creating your Email A/B Test.
* Then, you will be redirected to an adjusted Email Editor containing both Version A and Version B of your A/B Test.
* Click through the **Version A** and **Version B** tabs to view and edit your email versions individually or select **Side by side** to view both versions simultaneously:

<img alt="A/B Test versions" />

* After you finish editing your email versions, send yourself a **test email**.
* Click **Save and continue** in the top right corner of the Email Editor.

### Customize your A/B test settings

* Set up your test options in step 3 of creating your Email A/B Test.
* Use the slider to select your **A/B Test distribution**. [Learn more about A/B Test Distribution](/articles/marketing/email-campaigns/email-ab-test-distribution).
* Use the dropdown menu to determine your **winning metric** (Opened rate or Clicked rate).

<Note>
  **Note:** If your email does not contain any links, select open rate.
</Note>

* Enter your desired **Test duration**. [Learn more about Test Duration](/articles/marketing/email-campaigns/email-ab-test-duration).
* Select the **Fallback version** to be sent if the results of the test are inconclusive. Your selected fallback version will be sent to the remaining recipients distributed to the winning percentage.

<img alt="A/B Test options" />

* After setting up your test options, click **Save and continue**.

### Send your email or schedule for later

* You can now send your Email Broadcast A/B Test or schedule to send later. As soon as the emails are sent, your test duration will begin.
* Click **Confirm** to set your email to send or click **No, keep as draft** if you are not ready to send your email campaign.

After your email versions are sent to all of your test recipients, the test duration will begin.

At the completion of your test, the winning email version will be determined and sent to the remaining recipients designated to receive the winner email (set by your [Test Distribution](/articles/marketing/email-campaigns/email-ab-test-duration)).

## Review your A/B test report

After your test duration completes, a winner will be determined and sent to your email recipients designated to receive the winning email version. Once your Email A/B test is complete, you can begin viewing and assessing your A/B test results:

<img alt="A/B Test results" />

[Learn more about each email campaign metric](/articles/marketing/email-campaigns/email-metrics-overview).

### Why does the winning version display lower open rates and click rates than the losing version?

After the conclusion of your test, the winning version may eventually display lower open rates and click rates than the losing version. After the initial test duration, the original test recipients can continue to open the original test-sends. The statistics for each test-send will continue to be updated even after the test has concluded and a winner has been determined. In some cases, the losing variant can end up overtaking the winner after the test, but the winning version will continue to display the badge as the winner.

To view your Email A/B Test results:

* Open the **Marketing** tab from your Dashboard.
* Click **Email Campaigns**.
* Select the Email Broadcast containing the A/B Test that you wish to view:

<img alt="View A/B Test results" />


# Email Campaigns overview
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-campaigns-overview

Create and use Email Campaigns to advance your online business.

**Email marketing** is an essential tool for online businesses to build relationships and inform prospects, leads, current customers, and even past customers.

## Use Email Campaigns

An **Email Campaign** is a strategic set of marketing emails that a business sends to its email list to drive a specific action or outcome.

Email Campaigns allow you to design the perfect customer experience—creating the right messages and the right timing—and set it all up in advance.

Whether your business is large or small, it's physically impossible to manually send out every email that needs to be sent to your audience. By building your Email Campaigns in advance and automating as many of them as possible, your business runs almost on autopilot. This frees you to support your students, market your business, and build more knowledge products.

<Note>
  **Note:** With Kajabi, you can A/B Test your Email Broadcasts. [Learn more about Email A/B Testing](/articles/marketing/email-campaigns/email-ab-testing-overview).
</Note>

### Create an Email Campaign

* Open the **Marketing** tab from your Dashboard.
* Select **Email Campaigns.**
* Click **+ New Email Campaign** in the top right.

You will then be prompted to choose between an **Email Broadcast** or an **Email Sequence**.

<div>
  <iframe />
</div>

## Broadcast vs. Sequence

### Broadcasts

An **Email Broadcast** is a single email that promotes, announces, or shares something of interest to your audience. Email Broadcasts are typically sent manually. You can schedule them in advance, but you must set them up each time you want to send a message.

Email Broadcasts are perfect for sending an email on a specific day at a specific time. You can write them, upload them to your email service provider, and schedule them to go out to your entire list at the time you specify.

[**Learn to schedule your email campaigns.**](/articles/marketing/email-campaigns/how-to-customize-when-email-campaigns-are-sent)

<Note>
  **Note:** With Kajabi, you can A/B Test your Email Broadcasts. [Learn more about Email A/B Testing](/articles/marketing/email-campaigns/email-ab-testing-overview).
</Note>

### Sequences

An **Email Sequence** is a series of emails built in advance and sent by a trigger based on customer behavior, such as signing up for your lead magnet, joining your course, or submitting a Form.

Since the sequence is triggered by customer behavior, the emails in a sequence are sent asynchronously. Each subscriber in the sequence will receive emails on various dates based on the day they subscribed to the email sequence.

By default, the first email is set to send the day after the trigger event (this can be edited during the email creation process). The rest of the emails in the sequence are sent according to the schedule you set when you build it.

For instance, you can set up your sequence to have Email #1 sent immediately (i.e., Day 0), Email #2 sent on the following day, Email #3 on day 3, and Email #4 on day 4. The waiting period between emails is up to you on the days following your day 0 email—from an hour to a few days, or even months.

### Learn more

* [Create an Email Broadcast](/articles/marketing/email-campaigns/create-an-email-broadcast)
* [Create an Email Sequence](/articles/marketing/email-campaigns/create-an-email-sequence)

## Simple text vs. HTML

When designing your Email Campaign, you can choose between two different looks and feels:

* **Simple text**
* **HTML**

**Simple text emails** look like personal emails. There are no fancy layouts, images, or buttons. This type of email is perfect for long-form emails and for short messages that look like you sent them from your personal computer.

Simple text emails can include design elements, such as bold and italics. But they're simple by design—to give the impression that you sent your email directly to the recipient without using your email service provider.

Creating a simple text Email Campaign in Kajabi is as easy as choosing the **Simple Text** template.

**HTML emails** are designed to be eye-catching and engaging. They might include banners, logos, headlines, images, and buttons. An HTML email can have the same look and feel as your website, creating a unique branding experience.

HTML Email Campaigns can come in many shapes and sizes; that's why Kajabi has created over 20 different HTML email templates to create your campaigns:

<img alt="HTML email templates" />

## Customize emails

The visual editor makes it easy to add rich design to your emails and gives your audience a sophisticated, highly branded experience every time you hit send.

Make professionally designed emails without knowing a lick of code by choosing one of our 15+ highly customizable templates. Then, make them your own by customizing color schemes and fonts and adding beautifully organized layouts of images and text.

[Learn to customize emails with the Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview).

<div>
  <iframe />
</div>

## Save custom emails as templates

An email template allows you to save the design and branding from your beautifully designed Email Campaign and use it again and again with ease.

With a custom email template, you can save time, recreate successful Email Campaigns, and create branded emails faster than ever before.

[Learn to save custom emails as templates](/articles/marketing/email-campaigns/how-to-create-custom-email-templates).

<div>
  <iframe />
</div>


# Email Metrics overview
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-metrics-overview

Understand the metrics available for Email Broadcasts, Sequences, and Event Emails.

From your Email Campaigns page, you can view reports for your **Email Broadcasts**, Email Sequences, and Event Emails.

You can also view a report for individual emails within your Sequences. These reports provide necessary metrics that will help you master your email campaigns.

Follow along to gain a better understanding of the individual metrics that live inside of a report.

## View email metrics

* Open the **Marketing** tab from the Dashboard.
* Click **Email Campaigns**:

<img alt="Email Campaigns" />

* Locate the Email Campaign or Event Email you wish to view.
* Click the `...` menu to the right of your Email and select **Report**:

<img alt="Report menu" />

### Email metrics

<img alt="Email metrics overview" />

<Note>
  **Note:**
  Email sequences provide email metrics for the overall sequence and the individual emails within the sequence. Analytics are available for all Event emails sent after August 21, 2023.
</Note>

## Email campaign metrics

### Sent

This metric represents the number of contacts you selected to send your email broadcast to under "recipients." In Email Sequences, **Sent** is the number of subscribers who were sent the email.

### Delivered

The number of emails that were **Delivered** to contacts or, more technically, "accepted" by their email service provider. Learn more about Delivery and Deliverability in the [Sender Reputation Guide](/articles/marketing/email-campaigns/sender-reputation-guide).

### Opened

An email is considered **Opened** when it has been delivered and viewed by the recipient.

### Clicked

If someone clicks on any of the links in your email, then that email is considered **Clicked**.

<Note>
  **Note:**
  Click tracking excludes clicks from the "[View in Browser](/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link)" button in an email campaign.
</Note>

### Hard Bounced

An email is considered Hard Bounced when an email to a recipient permanently fails. This can occur if the email address no longer exists, if the email address is invalid, or if the domain doesn't exist.

Because we know how important it is for your content to reach your subscribers' inboxes, Kajabi helps you manage your hard bounced contacts and [improve your email deliverability](/articles/marketing/email-campaigns/sender-reputation-guide) by automating the process of unsubscribing your Bounced Emails. Learn more about [auto unsubscribe for maintaining a healthy mailing list](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list).

Although Kajabi helps you maintain a healthy mailing list, it is always a best practice to occasionally clean up your list by removing inactive contacts to optimize your Email Deliverability. Read [Delete bounced email addresses](/articles/marketing/email-campaigns/how-to-delete-bounced-email-addresses) and [Email list hygiene](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists) for more details.

### Unsubscribed

When a recipient clicks on the unsubscribe link at the bottom of an email, the recipient is immediately **Unsubscribed**. Once unsubscribed, the contact will no longer receive any marketing emails.

### Customers

A Customer is a contact that has purchased or been granted an Offer. This number represents all recipients of the email who purchased an Offer or were granted a free Offer within thirty days of clicking a link to your Kajabi site in the email.

### Net Revenue

Net Revenue is the amount of money earned after refunds and/or discounts have been removed from the total revenue. The Net Revenue shown is what you made from recipients who purchased a paid offer within thirty days of clicking a link to your Kajabi site in the email.

<Note>
  **Note:**
  The "Customers" stat and Net Revenue are attributed to the email that includes the last Kajabi site link that the recipient clicked before purchasing an Offer or being granted an Offer within thirty days.

  **Example 1:**

  * Day 1 - Recipient clicks a link to your Kajabi landing page in email #1.
  * Day 2 - Recipient clicks a link to your Kajabi checkout page in email #2.
  * Day 7 - Recipient purchases the Offer via your Kajabi checkout page.
  * Result: Customers and Net Revenue are attributed to email #2 only.

  **Example 2:**

  * Day 1 - Recipient clicks a link to your Kajabi landing page in email #1.
  * Day 2 - Recipient clicks a link to your Kajabi checkout page in email #2.
  * Day 10 - Recipient purchases the Offer via your Kajabi checkout page.
  * Result: Customers and Net Revenue are not attributed to any email.
</Note>

Customers and Net Revenue do not include:

* Links that are not to your Kajabi site.
* Links that are shortened via URL shorteners.
* Customers who receive the email via one email, and then purchase an Offer or are granted an Offer via another email.

You will see this data for Broadcasts, Sequences, individual emails in a Sequence, and Event Emails that were sent after January 8, 2023.

Customers and Net Revenue values are updated roughly once an hour.

Locate your contact's [Subscription Status](../../contacts/manage-your-contacts/what-does-the-subscription-status-mean) in the Contacts tab.

<Note>
  **Note:**
  Net Revenue data is tracked for 30 days starting on August 22, 2025. Data before this date was only tracked for 7 days.
</Note>

## View email campaign metrics for all recipients

Your email campaign metrics page allows you to view individual recipients and their actions for your email campaign.

Under **All Recipients** view recipients by:

* Name
* Email
* Actions (i.e. opened, clicked)
* Last Activity (date and time of last action):

<img alt="All Recipients" />

Want to see more information about an individual recipient? Click their name from your recipient list.

### Deleted contacts

If a [deleted contact](../../contacts/manage-your-contacts/how-to-delete-a-contact) received an email campaign prior to their deletion, they will remain in your list of recipients for your email campaign metrics to ensure accurate record keeping.

However, deleted contacts cannot be clicked as their Contact Profile has been removed from your Contacts tab.

Identify your deleted contacts from your email campaign recipients list by the "\[Deleted Contact]" identifier in the name column:

<img alt="Deleted contacts" />

## Filter email campaign reports for additional metrics

### Dropped

An email is considered **Dropped** if it was not able to be sent at the prescribed time. This can be the result of an email suspension or a previously-known undeliverable address:

<img alt="Dropped emails" />

### Complained

**Complained** occurs when an email recipient clicks on the spam complaint button within their email client and is automatically unsubscribed:

<img alt="Complained" />

## Email statuses

<img alt="Email statuses" />

### Draft

The email is saved as a draft, and has not been scheduled or sent.

### Scheduled

The email(s) will be sent at a future time. For example, the event email will be sent 1 day before the event, which is happening in the future. Or, the email broadcast is scheduled to be sent on a future date.

### Active

Some event emails, or some individual emails in a sequence, have been sent, while others will be sent in the future. For example, the event email will be sent at the time of registration. Some contacts have already registered for the event and have already received the email. Contacts who register tomorrow will receive the event email tomorrow.

### Sent

All emails have been sent. For example, the email broadcast was already sent. Or, all emails in the sequence have been sent, and no individual emails will continue to be sent.

### Filter by email status

<img alt="Filter by status" />

You can filter by Email status in any tab: All, Broadcasts, Sequences, and Events.

This helps you find a specific email faster, or compare email metrics across emails of the same status.


# Email Visual Editor overview
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-visual-editor-overview

Use the Visual Editor to create sophisticated, highly branded email campaigns.

The **Visual Editor** lets you add rich design to your email campaigns, giving your audience a branded experience across Email Broadcasts, Email Sequences, and Event Emails.

## Email Visual Editor

### Templates

Choose from 15+ customizable templates or create your own to design your Email Broadcasts, Email Sequences, and Event Emails. Templates are available for every common email type, so you can focus on your content rather than starting from scratch.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Looking to edit an Email Sequence or apply a template to one? [Learn how to create and edit an Email Sequence](https://help.kajabi.com/articles/marketing/email-campaigns/create-an-email-sequence). To confirm a template was successfully applied, open the sequence email in the editor — the template's layout and design will appear in the visual editor canvas. [Learn how to manage Email Visual Editor templates](https://help.kajabi.com/articles/marketing/email-campaigns/email-visual-editor-templates).
</Tip>

### Customize

Customize color schemes, fonts, and layouts of images and text directly within your email campaigns, including Email Broadcasts, Email Sequences, and Event Emails. You can create professionally designed emails without writing any code.

<img alt="Customize emails" />

### Mobile vs desktop layouts

In our responsive editor, you'll see how your emails automatically adjust for mobile.

This means every one of your subscribers can have a great experience, regardless of whether they are viewing your emails on a computer or on a mobile device.

Customize how sections look on desktop versus mobile, making it easier than ever to control how your emails look on any device:

<div>
  <iframe />
</div>

## Section types within the Visual Editor

**Text:** Communicate with your contacts and say exactly what you want to say by adding a customizable Text section. Read [Add and customize a Text section in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-a-text-section-in-email-campaigns) for details.

**Image:** Brand your email campaigns, set the tone for your emails, and show your personality with an Image section. Read [Add and customize an Image in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-in-email-campaigns) for details.

**Button:** Encourage your audience to open a separate page, purchase an offer, and more by simply clicking a button. Read [Add and customize a Button in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-your-button-in-email-campaigns) for details.

**Logo:** Determine your audience's first visual impression by adding your logo to your emails, setting the stage to showcase your brand. Read [Add and customize a Logo Image in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-a-logo-image-in-email-campaigns) for details.

**Video:** Adding video to your emails is an entertaining and impactful way to engage with your audience, quickly informing your contacts while further establishing your brand. Read [Add a Video in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-a-video-section-in-email-campaigns) for details.

**Countdown Timer:** Add a dynamic countdown timer without relying on any outside tools. Just add it in and customize it with a few clicks. Read [Add and customize a Countdown Timer in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-a-countdown-timer-in-email-campaigns) for details.

**Social Icons:** Connect with your audience and effortlessly boost traffic by showcasing Social Media links inside your emails. Read [Add and customize Social Icons in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-social-icons-in-email-campaigns) for details.

**Divider:** Design your emails for the best user experience by breaking your content into easily consumable sections with a divider. Read [Add and customize a Divider section in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-a-divider-section-in-email-campaigns) for details.

**Announcement:** Send important information to your contacts with an announcement banner right from your Email Campaign. Read [Add and customize Announcements in Email Campaigns](/articles/marketing/email-campaigns/how-to-add-and-customize-announcements-in-email-campaigns) for details.

**2-Column Text and Image Layout:** Create beautifully organized layouts of text blocks and images within your emails with these 2-column style combinations:

* [Text and Text](/articles/marketing/email-campaigns/how-to-add-and-customize-your-text-and-text-section-in-email-campaigns)
* [Image and Text](/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-and-text-section-in-email-campaigns)
* [Image and Image](/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-and-image-section-in-email-campaigns)

Looking to change your email footer or the View in Browser button? [Learn to change the email footer language](/articles/marketing/email-campaigns/can-i-change-the-language-for-the-view-in-browser-button-and-address-in-the-footer-of-my-email).

## Supported email clients

The Email Visual Editor is designed to display your email to your recipients across a multitude of email clients. Read our list of [supported email clients](https://themes.kajabi.com/changelog/email-themes/encore#supported-email-clients) for details.

**Grades**

* A - Thoroughly tested. Email templates are fully supported in these email clients.
* B - Not thoroughly tested. Email templates are assumed to be functional in these email clients. Defects are investigated and fixed, if possible.
* F - Explicitly unsupported and untested email clients.


# Email Visual Editor templates
Source: https://help.kajabi.com/articles/marketing/email-campaigns/email-visual-editor-templates

Use highly customizable templates to create beautiful, brand-forward emails.

With the **Email Visual Editor**, create beautiful, brand-forward emails faster than ever before. Learn to use highly customizable Templates so you can forget about the design struggle and focus on what you actually want to say.

<div>
  <iframe />
</div>

## Select an email template

The Email Visual Editor Templates are built and designed to fit your needs, whether that means showcasing a Product, sending a Newsletter, or enhancing your User Experience with highly customizable, graphically enhanced designs.

Select from over 15 Templates to begin designing your Email.

### Select an Email Template

1. Open the **Marketing** tab from the Dashboard.
2. Click on **Email Campaigns**.
3. Navigate to the top right corner and select **+ New Email Campaign**.
4. Select **Email Broadcast**.
5. Click **Continue**.
6. Select the Email Template you wish to use and click **Get Started**.
7. Enter your Email's Internal Title in the text box and click **Create**.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Design custom Email Templates to save time, recreate successful Email Campaigns, and create branded emails faster than ever. [Learn to create custom Email Templates](/articles/marketing/email-campaigns/how-to-create-custom-email-templates).
</Tip>


# Display a logo in all Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-do-i-make-my-logo-appear-in-all-of-my-email-campaigns

Upload a logo to automatically appear in Email Broadcasts and Sequences.

Upload a **logo** to your Kajabi site so it automatically appears in your Email Campaigns. The logo generates in your Email Broadcasts when you add a Logo section with the [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview) and automatically appears in your Email Sequences to create consistent branding.

<div>
  <iframe />
</div>

Want to add your brand logo and colors to the auto-generated emails sent by your site? [Learn to add brand logo and colors to auto-generated email templates](../../account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates).

## Email broadcast

Upload your logo to your Site Details to auto-generate in all of your Email Broadcasts.

* Open the **Settings** tab from the Dashboard.
* Click **Site Details**.
* Scroll to the Branding section.
* Below the Logo box, click **Pick File**.
* Select your file and click **Upload** to upload your image to your site.
* Be sure to click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Override your logo by selecting a different image in the Logo Section of the [Kajabi Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview). Read [Add and customize a Logo image](/articles/marketing/email-campaigns/how-to-add-and-customize-a-logo-image-in-email-campaigns) for details.
</Tip>

## Email sequence

* Open the **Settings** tab from the Dashboard.
* Click **Marketing Settings**.
* Scroll to the Company Logo section.
* Below the image box, click **Select Image**.
* Choose to Upload a File or Select a Recent File.
* Select your file and click **Upload** to upload your image to your site.
* Be sure to click **Save** again to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Changing your logo in Marketing Settings will impact emails scheduled to release in the future, not the emails that have already been released.

  When editing your Email Sequence, your logo will not be displayed. However, if you Send a Test Email you will see your logo located at the top of your email.
</Note>

### View from the Email Sequence Editor

<img alt="Email Sequence Editor view" />

### View from the test email

<img alt="Test Email view" />


# Manage blocked emails from blacklisting or AV software
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-does-kajabi-manage-blocked-emails-due-to-blacklisting-or-av-software

Learn how Kajabi handles blocked emails caused by blacklisting or antivirus software.

At Kajabi, we take **email deliverability** and related topics very seriously. We have and continue to implement many procedures and protocols to ensure your confidence in the platform's features.

Unfortunately, there are many factors that come into play when emails get blocked or aren't going directly to the inbox. These can be caused by temporary outages, incorrect email configurations, subject lines, the email body content, false positives, unsecured links in the email, and many other factors. To learn more, please see our article on [Demystifying Email Deliverability](/articles/marketing/email-campaigns/demystifying-email-deliverability).

## Our approach to email deliverability

We have implemented many automated detection protocols, and as soon as we have any indications that a blacklist, anti-virus, or ISP security suite may be preventing emails from being successfully delivered to a recipient, we reach out to the involved entities as soon as possible to:

* Understand all of the circumstances surrounding the listing.
* Work with these entities to get removed from the list.
* Effectively mitigate future instances to prevent this from happening again.

The various entities that create these lists will have different procedures for the review. We work with these groups immediately once the block is detected. However, we don't have complete control over the timelines associated with removal from the list.

Although we have protocols in place, we appreciate you bringing any email issues or similar circumstances to our attention so we can investigate and address them promptly. If you need additional assistance, reach out to our support team.

To learn all about the ins and outs of emails, we suggest reading this collection of articles: [Email Best Practices](https://help.kajabi.com/hc/en-us/sections/360007292314-Email-Best-Practices).


# Email Sequence scheduling limits
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-far-in-advance-can-emails-in-an-email-sequence-be-scheduled

Understand the maximum scheduling window for emails in an Email Sequence.

Emails in an **Email Sequence** can be scheduled up to 3,650 days (i.e. 10 years) in advance.

[Learn to edit the emails in your Email Sequence](/articles/marketing/email-campaigns/create-an-email-sequence) to customize when your subscribers will receive each email after subscribing.


# Comply with privacy regulations using Kajabi
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations

Leverage Kajabi tools to meet privacy regulations and build a transparent, trustworthy brand.

Kajabi helps you comply with **privacy regulations** around the world from the moment you get started. You can also build and customize your website to meet additional privacy regulations that may apply to your business.

## Privacy regulations

As you may know, there are a variety of privacy regulations that may impact your business, including but not limited to the [California Consumer Privacy Act (CCPA)](https://oag.ca.gov/privacy/ccpa) and the EU [General Data Protection Regulation (GDPR)](https://gdpr.eu/what-is-gdpr/).

Not to mention the various rules, guidelines, and laws such as the Americans with Disabilities Act (ADA), any and all accessibility guidelines or laws, automatic renewal or subscription rules, sales tax rules, and more.

These regulations are meant to help create an honest, transparent, and accessible brand to build a loyal, trusting relationship between you and your customers.

**At Kajabi, our mission is to provide the tools to empower you to achieve success online.**

We provide the resources and tools necessary to help you comply with the various privacy regulations and guidelines around the world, but we cannot provide you with any legal advice, nor do we wish to dictate how you run your business.

Your use of this information is done at your own risk as you take ownership of your business and comply with any regulations, laws, or guidelines that may apply.

## How Kajabi helps

With Kajabi's powerful, all-in-one platform, you can feel confident knowing that the features and tools are built to help you achieve success online.

**We believe that what is yours is all yours.**

That is why we do not take a cut of your revenue, we give you the flexibility to create your business according to your brand and vision, and we give you the freedom to design how your site should look and function.

With Kajabi, this freedom and flexibility allow you to set up the necessary guard rails and protective measures that may apply specifically to your business.

This article covers tools and features built into Kajabi to help you comply with privacy regulations around the world, including data collection, data storage and processing, unsubscribing and email preferences, the Data Processing Addendum (DPA), cookies and privacy, and getting started with your own Privacy Policy.

## Data collection: Forms and Double Opt-In

Under various privacy regulations, such as the GDPR, a contact needs to be informed that their data will be stored and used by a company when they are submitting it.

Consent must be "freely given, specific, informed, and unambiguous," with companies using "clear and plain" legal language that is "clearly distinguishable from other matters."

Since Kajabi helps you create your own Pages and Forms and gives you the freedom and the flexibility to add whatever text you wish, you already have the tools you need to inform your prospects about how you plan to use, store, and process their data, and of their right to withdraw consent.

Additionally, creating Pages on Kajabi allows you to include a branded [disclaimer with the Opt-in Forms](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block) you add to your Page.

### Consent checkbox

Add a custom field to your Opt-in Form that makes giving consent unambiguously clear to the form submitter.

### Create a consent checkbox

* [Create a Form](../../marketing/forms/create-and-build-your-form) or edit an existing Form.
* Scroll down to the Fields section.
* Click **Add Form Field**.
* Use clear language so the contact understands exactly what their consent means.
* Then, select **Make this field required**.
* After setting up your form, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Double opt-in

Another useful feature to help ensure your Forms comply with the various privacy regulations is the [Double Opt-in](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in).

With Kajabi, the Double Opt-In is enabled for all Forms created on your site by default.

Although you can disable the Double Opt-In, this default setting is recommended to help you comply with the various privacy regulations, protect your [sender reputation](/articles/marketing/email-campaigns/sender-reputation-guide), and help you [maintain a healthy mailing list](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).

Customize the language of your Double Opt-in Email according to your brand and language by [editing the automated email sent by your site](../../account-settings/notifications/edit-automated-email-notifications).

### Create a Form with double opt-in

* Create a Form or edit an existing Form. [Learn more](../../marketing/forms/create-and-build-your-form)
* Select **Double Opt-In (Recommended)** to enable.
* Configure any additional options that may apply.
* Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn more about the Double Opt-In Form](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in)

### Clear communication

The most important thing to remember when creating your Forms is to provide clear, unambiguous language that will effectively communicate to your contacts that they are giving consent to use and store their contact information.

The [Consent checklist](https://ico.org.uk/for-organisations/guide-to-data-protection/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/consent/) published by the UK Information Commissioner's Office can be used to ensure your consent is in compliance with various privacy regulations like the GDPR.

If you operate or do business in California, you need to abide by the CCPA if your company meets the following requirements:

* Have a gross annual revenue of over \$25 million; or
* Buy, sell, or share the personal information of 100,000 or more California residents or households; or
* Derive 50% or more of their annual revenue from selling or sharing California residents' personal information.

<Note>
  **Note:** On November 4, 2020, California voters passed the California Privacy Rights and Enforcement Act (CPRA). The CPRA amends various parts of the existing CCPA, with changes effective January 1st, 2023.
</Note>

If this sounds like you, you'll be required to include a **do not sell** or **share** button. The reason for the **do not sell** or **share** button is to provide the opportunity to opt-out of selling or sharing personal information.

The CPRA introduces the term, "sharing", which means sharing by a business to a third party for cross-context behavioral advertising for the benefit of a business where no money is exchanged.

The **do not sell** or **share** button needs to include some specific information, including the following:

* A link to your privacy policy
* A button that allows California customers to opt-out of personalized ads

## Data storage and processing: Export contacts and update data

With Kajabi's Contacts tab, you can feel confident knowing that our data storage and processing provide you with the tools to comply with the privacy regulations that may apply to your business.

Included with this is the ability to export contact data from your Contacts tab in a user-friendly format.

Exporting contacts and updating data allows you to share the information about a contact if the contact should request to receive a copy of their data.

### Export contact information

#### Export a CSV of all contacts stored on your site

* Go to your **Contacts** tab from the Dashboard.
* Click **Bulk Actions**.
* Select **Export All**.
* You will then receive your exported list in the email inbox associated with your Kajabi account:

<div>
  <iframe />
</div>

### Modify and update contact data

If you are required to modify or update information for a contact, complete the action directly from your Contacts tab.

#### Edit a contact's information on Kajabi

* Open the **Contacts** tab from your Dashboard.
* Search the name or email address of the contact you want to edit.
* Select the contact's name.
* Click **Open full profile**.
* Select the **Edit Details** tab under the contact's name.
* Make the necessary adjustments.
* Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn to edit your contact's information](../../contacts/manage-your-contacts/how-to-edit-your-contacts-information)

## Unsubscribing and email preferences

With Kajabi's Email Campaigns, every email contains an "unsubscribe" button located in the footer of the email:

<img alt="Unsubscribe link" />

[Learn more](/articles/marketing/email-campaigns/what-does-the-unsubscribe-link-in-my-email-unsubscribe-my-recipients-from)

This allows your recipients to easily withdraw consent and unsubscribe from receiving marketing emails from your site.

Customers of your site have the ability to select and configure their email preferences to customize their experience with your emails.

#### Subscribe or unsubscribe to marketing emails within Kajabi

* They must first log into their account on your site.
* Then, navigate to their Avatar in the top right corner to open the User Menu.
* Select **Settings**.
* Then, select or deselect the email settings to customize their email preferences:

<div>
  <iframe />
</div>

Learn more about how your customers can [update their email preferences](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences).

## Data Processing Addendum (DPA)

As a Kajabi Hero, we value protecting your data and the data of your customers. The Data Protection Addendum automatically applies to all Kajabi Heroes through your agreement with our Terms of Service and the use of the Kajabi platform and services.

This means that when a Kajabi customer uses the services to process data, the Standard Contractual Clauses (SCCs) will apply.

With our Data Processing Addendum, no additional action is required. However, you can [review our Terms of Service and DPA](https://kajabi.com/policies/terms).

Kajabi's DPA automatically becomes part of your agreement with us effective as of September 27, 2021. [Access Kajabi's Data Processing Addendum](https://legal.kajabi.com/policies/dpa).

[Learn more about Kajabi's Data Protection Addendum for the Standard Contractual Clauses](../../resources/resources/kajabis-updated-data-protection-addendum-for-the-new-standard-contractual-clauses).

## Cookies and privacy

Kajabi uses cookies to help your site function properly and to provide the best experience for your visitors and customers.

It is important to understand that cookies are a necessary part of website functionality as well as a source of privacy concern and a potential security risk if used maliciously or if incorrectly represented on your site.

Documenting and sharing the cookies used on your site is important for complying with various rules and regulations concerning the privacy of your users and for creating a transparent, trustworthy brand your contacts and site visitors can feel confident about.

In some regions such as the EEA (European Economic Area), Canada, and Australia, Cookie Consent is required prior to collecting data. You must provide an individual with the opportunity to opt-in, rather than an opt-out functionality.

### What cookies does the Kajabi Website use?

When you visit the Kajabi website, [www.kajabi.com](https://kajabi.com/), Kajabi automatically collects certain data using tracking technologies like cookies.

The Kajabi website uses various necessary cookies and analytics to allow you to navigate our website, use its features, and provide information to improve your experience with our website.

To learn more about the cookies used on the Kajabi Website, view our [Cookie Notice](https://kajabi.com/policies/cookie-notice).

### What cookies does Kajabi use for my site(s)?

When you create your own website with Kajabi, you begin using cookies out-of-the-box to help with website functionality and information collection purposes.

These cookies fall into two categories, Essential and Non-Essential.

[Learn more about the cookies Kajabi uses](https://kajabi.com/policies/cookie-notice).

<Note>
  **Note:** If you are using additional cookies, you will need to document that in your own personal cookie policy.
</Note>

### Add a cookie disclaimer

Documenting and sharing the cookies used on your site with your users is important for complying with various rules and regulations concerning the privacy of your users and for creating a transparent, trustworthy brand your contacts and site visitors can feel confident about.

Document and share the cookies used on your site by installing a third-party cookie disclaimer.

To add a cookie disclaimer to your site, we recommend using a free cookie disclaimer script like [Cookie Script](https://cookie-script.com/) or a paid cookie disclaimer script like [Osano](https://www.osano.com/) on your site.

[Learn to add a cookie disclaimer script.](../../website/pages/cookies-and-cookie-disclaimers)

## Privacy Policy and Terms

Creating your business policies can be a daunting process and we understand just how much it takes to draft your policies and terms.

Understanding the various laws, policies, and regulations and how to stay compliant is crucial for any business.

Because of this, we recommend conducting your own review of the specific policies and laws that may require compliance for your specific business and website.

**What are a privacy policy and terms of use?**

A Privacy Policy and a Terms of Service Agreement are public statements of how your organization applies data protection principles to comply with the laws and policies that may apply to the organization.

It should be a clear and concise document that is easily understood and easily accessible to your users.

[Check out our Privacy Policy as an example and to learn about the policies established by Kajabi.](https://kajabi.com/policies/privacy)

<Warning>
  **Important:** The Kajabi Privacy Policy is to be used as an example. Our Privacy Policy may not apply to your business. While having a written privacy policy included on your site is important, implementing, following, and updating that policy is equally as important.
</Warning>

If you would like assistance customizing policies appropriate to your business, we recommend visiting:

### TermsFeed.com

If you are just starting out and looking for free policies, TermsFeed offers those too. Head to **Resources** in their navigation and select **Templates**. As your business grows, we recommend paying the one-time fee to customize your policies.

<img alt="TermsFeed" />

*Heads up: The link to TermsFeed.com is an Affiliate Link. If you purchase any products offered by TermsFeed, Kajabi may earn a commission at no additional cost to you.*

[Learn to create a Privacy Policy and Terms page on Kajabi](../../website/pages/creating-your-privacy-policy-terms-page).

Although we can help you learn about the tools and resources available for your use, we cannot provide you with any legal advice. Your use of this information is done at your own risk as you take ownership of your business policies.

We encourage you to seek legal counsel if you are interested in advice for interpreting this information or verifying its accuracy.

To learn more about the GDPR, view the [Guide to the General Data Protection Regulation (GDPR)](https://ico.org.uk/for-organisations/guide-to-data-protection/) published by the UK Information Commissioner's Office.

*Disclaimer: This article and other materials posted on our website is offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you and your business. It is always best to be familiar with ALL laws, rules, regulations, and legislation that may be applicable to you and your recipients' country/region.*


# Add a GIF to an Email Campaign with EZ GIF
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-a-gif-to-your-email-campaign-with-ez-gif

Create and include a GIF in Email Campaigns using EZ GIF.

**GIF** is a lossless format for image files that supports both animated and static images. Include a GIF in your Email Campaigns to add visual interest and engagement.

<div>
  <iframe />
</div>

## Create a GIF from an MP4 file

* Visit the [EZ GIF](https://ezgif.com/) website.
* Choose "GIF Maker" or "Video to GIF" in the top menu bar.
* Select the media you would like to convert into a GIF.
* Click **Upload and make a GIF!**
* Then, click **Convert to GIF!**
* Scroll down to see the GIF you have created.
* Click **Save** to save and download your GIF:

<div>
  <iframe />
</div>

## Optimize the GIF size for email

* Begin with the GIF you have just created, or upload the GIF to [EZ GIF](https://ezgif.com/).
* Choose **Optimize.**
* Compress the file so that the GIF is small enough to use in an email (usually around 3-5 MiB):

<div>
  <iframe />
</div>

Click **Save** to save and download your optimized GIF.

## Attach the GIF to the body of an email

* From the Dashboard of your Kajabi account, click the **Marketing** tab.
* Then, select **Email Campaigns** and click the title of the Email you want to edit.
* In the Body of your email, click the image icon with the Classic Email Editor or add an Image Block with the [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview).
* Then, click **Select Image** and select your GIF to upload.
* Attach it to your email by selecting **Upload File** and uploading your GIF as an attachment.
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>


# Add a Video section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-a-video-section-in-email-campaigns

Add and customize a Video section in Email Campaigns.

Videos are an entertaining and impactful way to engage with your audience. Adding a **Video section** to your emails creates a clickable image directing your email recipients to a separate page to watch your video.

<div>
  <iframe />
</div>

## Add a video to an email

### Add a Video section

1. In the sidebar, select **Add Section**.
2. From the list, select **Video**.
3. Your video block will generate at the bottom of the section.
4. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** You will need to add a thumbnail image to your video or our default image will remain as the thumbnail for the video.
</Note>

5. In your page, hover over the existing video you want to edit and click **Edit**.
6. Navigate to the sidebar and click **Select Image**.
7. Select **Upload a New File** or **Select a Recent File** to upload your Video Thumbnail.
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

9. There are four options for adding a video URL to your email:
   * Go to a Landing Page
   * Go to a Checkout Page
   * Download a File
   * Go to a URL

If you choose to direct your email recipient to a Landing Page or Checkout Page you've built on Kajabi, you'll select that page from a dropdown menu. If you choose to send your recipient to another URL, you'll type the link address into an input field.

If you don't already have your video embedded in a web page, the simplest option is to select Download a File and then upload your video file. When your email recipient clicks to view your video, the video file will open directly via an AWS (Amazon Web Services) URL in their web browser and start playing. Your video can also be downloaded by viewers if you choose this option.

10. In the sidebar editor, click the **Video URL** dropdown menu.
11. Select either Go to a Landing Page, Go to a Checkout Page, Download a File, or Go to a URL.
12. Depending on your choice in the previous step, either select your page from the dropdown menu, upload your file, or enter your page URL.
13. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

14. Click the **Preview** icon at the top of the sidebar editor to preview your email:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Prefer to create a Landing Page showcasing your video? Read [Create a section with videos in a page](../../website/pages/how-to-create-a-section-with-videos-in-your-page).
</Tip>

## Player settings

Video Player settings can be customized:

* Check **Show Overlay** to turn overlay on/off.
* Customize the **Overlay Color**.
* Check the **Show Play Button** setting to display a play button on the video.
* Customize the **Play Button Color.**

<div>
  <iframe />
</div>

## Video section best practices

Although the Email Visual Editor is designed to translate across most modern email clients, you may want to consider our recommendations for ensuring the best user experience across email clients when using the Video section.

Read [Optimize the Video section in Email Campaigns](/articles/marketing/email-campaigns/how-to-optimize-your-video-section-in-email-campaigns) for details.


# Add and customize a Countdown Timer in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-a-countdown-timer-in-email-campaigns

Add and customize a Countdown Timer to create urgency in emails.

**Countdown Timers** are a great way to make your contacts aware of an event and create a sense of urgency around joining.

<div>
  <iframe />
</div>

## Add a countdown section

* In the sidebar, select **Add Content**.
* From the list, select **Countdown**.
* Your newly created Countdown section will generate at the bottom of the section.
* In the sidebar editor, select an event from the **Select Your Event** dropdown menu to display the Countdown Timer.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Treat your Countdown Timer in an email as you would an image when customizing its look and feel. Read [Optimize images in Email Campaigns](/articles/marketing/email-campaigns/how-to-optimize-images-in-your-email-campaigns) for details.
</Tip>

## Customize the countdown timer

* Customize the **style of the countdown timer** to Round, Square, Pill, or Plain.
* Customize the **Accent Color** to match your color scheme.
* Customize the **text color**.
* Change the **Alignment** to Left, Center, or Right:

<div>
  <iframe />
</div>

**Need to change the date and time that your Countdown is based on?**

If your event date has passed you will need to create and connect a new Event to your Countdown.

[Learn to create an Event on Kajabi](../../marketing/events/how-to-create-an-event).

However, if the date and time of the event has not passed click **Edit your events** from the Countdown timer sidebar to update your event date and time.

<Note>
  **Note:** The countdown timer in an email does not support transparent or opaque colors and will not function properly if the RGBA color format is used. Select an accent, text, and background color from the color wheel in the editor with an RGB color code or a Hex color code to customize your countdown colors.
</Note>


# Add and customize a Divider section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-a-divider-section-in-email-campaigns

Visually break up sections in emails with a customizable divider.

Enhance the user experience by visually breaking up the sections that make up your email with a **divider**.

<div>
  <iframe />
</div>

## Add a divider

* In the sidebar, select **Add Section**.
* From the list, select **Divider**.
* Then, click **Add**.
* Your newly created Divider will generate at the bottom of the Email.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Customize the divider

* **Divider Height**: adjust the appearance of the divider by using the format 5px or simply 5 to change the height.
* **Divider Color**: select the color of your divider with the color wheel:

<div>
  <iframe />
</div>


# Add and customize a Logo image in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-a-logo-image-in-email-campaigns

Add and customize a logo in Email Campaigns for brand recognition.

A **logo** is a primary visual identifier. When contacts receive your emails, aside from the email address and subject line, the first visual impression will be the branding inside of the email. The most popular place for a logo is to prominently feature it at the top of the email. Kajabi lets you place a logo exactly where you want it. The logo can be small or span the entire width of the email as a banner.

<div>
  <iframe />
</div>

## Add a logo image to an email

To add a **Logo Image** to your Email:

* Click **Add Section** from the Email Editor sidebar.
* Select **Logo**.
* Click **Select Image** and upload the desired logo:

<div>
  <iframe />
</div>

<Note>
  **Note:** We recommend uploading an image with dimensions 150 x 100px. Be sure to resize your logo image before uploading it to Kajabi as the image cannot be edited once it is uploaded. You can use a tool like [PicResize](https://picresize.com/) to resize your image. If you wish to change or update your image, you will need to replace your uploaded image with your desired image.
</Note>

## Edit the logo image

Give the Logo Image an **Image Action:**

* **Go to a URL** will link a URL to send your contact to a separate page.
* **Go to a Checkout Page** will send your contact to a selected checkout page.
* **Go to a Landing Page** will send your contact to a selected landing page on your Kajabi site.

Changing the Width of your Logo will allow you to change the size of the logo. To make your Logo a banner in your Email, change the width of your image to 540px in the width box:

<div>
  <iframe />
</div>

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>


# Add and customize a Text section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-a-text-section-in-email-campaigns

Add a Text section to communicate with contacts in emails.

Text is where the magic happens in email marketing, guiding the reader from initial interest to taking action. Add a **Text section** to your emails to communicate with contacts, market content, and describe your value.

<div>
  <iframe />
</div>

<br />

## Add a text section

Communicate your message to your email recipients by adding a Text Section.

### Add a Text section to an email

* Open the **Marketing** tab from the Dashboard.
* Select the email you wish to edit.
* Move your cursor over the Email Content and click **Edit content**.
* In the sidebar, select **Add Section**.
* From the list, select **Text** and click **Add**.
* Your newly created Text Section will be generated at the bottom of the email.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<br />

## Customize text

### Sidebar Text Editor options

* Use **Cofounder** to help generate your text content. Click the **Cofounder icon** in the text editor sidebar to open Cofounder. [Learn more about Cofounder](/articles/cofounder/cofounder-overview).

* Access your Email **source code** to manually modify the HTML code for your email:

<img alt="Source Code Button" />

[Learn more about how to add custom HTML to your emails](/articles/marketing/email-campaigns/how-to-add-custom-html-to-your-emails).

* Customize the appearance of your text by formatting it as **bold**, **italicized**, or **strikethrough:**

<img alt="Appearance Button" />

* Adjust your **font size**:

<img alt="Font Size Button" />

We recommend adjusting the size of your text based on your recipient's reading experience.

Are you copying and pasting content from an external source, like a Word document? Use the Clear Formatting button to remove any unwanted formatting that was copied over with your Text.

* **Personalize** your email with the customer information captured through your Forms and converted to Liquid Objects:

<img alt="Personalize Button" />

[Learn more about how to use Liquid Objects in your email marketing](/articles/marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing).

* Insert a clickable **URL** in your text to link out to a web page:

<img alt="Hyperlink Button" />

* **Upload a file** into the body of your email for your recipients to download:

<img alt="Attachment Button" />

<Warning>
  **Warning:**
  Attaching large files can cause an email to trigger your recipients' spam filters.
</Warning>

* Click **Fullscreen** to **maximize** the size of the Text Editor to better view your edits, then click again to **minimize** the Text Editor back to the sidebar:

<img alt="Fullscreen Button" />

### Section settings

Customize the background color of the Text section and adjust how the section appears on desktop and mobile devices by using the section settings at the bottom of the sidebar editor.

[Learn to edit your Section background](/articles/marketing/email-campaigns/how-to-edit-the-section-background-in-email-campaigns).

[Learn to customize your mobile and desktop layout](/articles/marketing/email-campaigns/how-to-customize-your-mobile-and-desktop-layout-in-email-campaigns).


# Add and customize Announcements in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-announcements-in-email-campaigns

Display announcement banners in Email Campaigns to share important information.

Add an **Announcement** to your email to broadcast significant information to your audience.

<div>
  <iframe />
</div>

## Add an announcement to an email

* In the Sidebar Editor, click **Add Section**.
* Select **Announcement**.
* Then, click **Add**.
* Your newly created Announcement Section will generate at the bottom of your page.
* In the Section Editor, you can customize the **Text, Text Color, Announcement Color,** and **Alignment**, and give the announcements an **Action**.
* When finished customizing your Announcement, click **Save:**

<div>
  <iframe />
</div>

### Place the Announcement at the top of the email

* After saving, click **Back** in the Editor.
* Click the `=` icon on the Announcement Section Block and drag it to the top.

## Customize the announcement

* Configure the **Text Color** for your Announcement.
* Adjust the **Alignment** to be centered, left or right-aligned.
* Choose whether or not you would like your Announcement clickable with an **Action** to Go to a URL, Go to a Checkout Page, Go to a Landing Page, or Download a File.

<Note>
  **Note:** If you choose the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

**Section settings**

* Customize the **Background** color for your Announcement.
* Optimize your Announcement for both **Desktop Layout** and **Mobile Layout** to create a seamless email experience across desktop and mobile devices when viewing your email.


# Add and customize Social Icons in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-social-icons-in-email-campaigns

Display Social Icons in emails to boost traffic to social media pages.

Displaying **Social Icons** inside your email is an easy and free marketing tool that can effortlessly boost traffic to your social media pages, which can in turn increase traffic to your site.

<div>
  <iframe />
</div>

## Add a social media icon

To add a Social Media Icon link to your email:

* From the Email Editor dashboard, click **Add Section**.
* Then, select **Social Icons**.
* To add a Social Icon, input the link to your social pages into the corresponding Social Media section box:

<div>
  <iframe />
</div>

The icons will then be displayed in your email.

## Customize social icons

In the Editor, you also have the option to customize your Social Icons:

* **Social Icon Style** will change the colors and borders of the icons in your email.
* **Social Icon Size** allows you to choose between small and large icon sizes.
* **Align** your icons from the Left, Center, or Right:

<div>
  <iframe />
</div>


# Add and customize a Button in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-your-button-in-email-campaigns

Use a Call to Action (CTA) Button in emails to drive engagement.

Use a **Call to Action (CTA) Button** in your emails to encourage contacts to open a separate page, purchase an Offer, and more.

<div>
  <iframe />
</div>

## Add a button

### Add a button to redirect recipients

* In the sidebar, select **Add Section.**
* From the list, select **Button**.
* Your newly created Button will generate at the bottom of the section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Customize the button

In a Button section, configure the width of the section, the text displayed on the Button, and select the Button Action. Customize the appearance of the Button by changing the color, width, style, size, and border radius.

### Link text

* Input the text you would like shown on the Button.

### Link action

* Choose between a **Landing page, Check out Page, URL,** or **Download a file**.

### Button and text color

* Customize your CTA button color and text colors.

### Button type

* Choose between a solid color button or an outline.

### Button thickness

* Customize the thickness of the border of the outlined button.

### Border radius

* Customize the border radius from square to round edges.

<Note>
  **Note:** Your button in an Email Campaign may vary in appearance when viewed on different email clients. For example, when viewed on Outlook, the Border Radius will not be reflected and your button will be displayed in full width.
</Note>

### Alignment

* Choose to align the CTA from the left, center, or the right side.

Looking to reorder custom blocks in an email? [Learn to rearrange sections in Email Campaigns](/articles/marketing/email-campaigns/how-to-rearrange-a-section-in-email-campaigns).


# Add and customize an Image and Image section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-and-image-section-in-email-campaigns

Create a 2-column image layout in Email Campaigns.

The **Image and Image section** lets you organize two responsive images side by side in a 2-column format when viewed on a desktop device and stacked vertically on a mobile device to create a simple yet professional look for your Email Campaigns.

<div>
  <iframe />
</div>

## Add an Image and Image section

To add an Image and Image Section to your email:

* In the sidebar, select **Add Section**.
* Select **Image and Image**, then click **Add.**
* The Image Section will generate at the bottom of the page.
* Upload the desired images.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

[Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

## Link images

With the Image Action setting you can customize your Image to go to any URL, lead to a Checkout Page, or go to a Landing Page.

In this example, we will customize our image to link to a page.

### Make images link to a page

* Navigate to **Image 1 (or 2) Action** In the **Image and Image** section editor.
* To direct your image to a Landing Page, select **Go to a Landing Page**.
* Input the desired **URL** in the field below.

<Note>
  **Note:** Be sure to enter the full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Optimize images in an Email Campaign to enhance the recipients' email experience across devices. Read [Optimize images in Email Campaigns](/articles/marketing/email-campaigns/how-to-optimize-images-in-your-email-campaigns) for details.
</Tip>


# Add and customize an Image and Text section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-and-text-section-in-email-campaigns

Combine an Image and Text section to visually showcase content to your audience.

Use a combined **Image and Text Section** to create a simplistic approach to show and tell your story to your audience.

<div>
  <iframe />
</div>

## Add an Image and Text section

### Add the section to an email

* Open your Email Campaign.
* Click **Launch Email Editor**.
* In the sidebar, click **Add Section**.
* Select **Image and Text**.
* Then, click **Add**.
* The Image and Text Section will generate at the bottom of the page.
* Upload an Image to the Section in the sidebar and add Text to the Text Block.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Customize the Image and Text section

### Image

[Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

**Upload your Image and assign an action** when your Image is clicked.

<Tip>
  **Tip:** Don't want a clickable Image? Leave the Image 1 Action Text Box blank to keep your Image un-clickable.
</Tip>

**Add an Image Alt Attribute**

Enter a brief Image description to identify the Image for SEO purposes or if the image cannot be displayed.

<Tip>
  **Tip:** Optimize images in an Email Campaign to enhance the recipients' email experience across devices. Read [Optimize images in Email Campaigns](../../marketing/email-campaigns/how-to-optimize-images-in-your-email-campaigns) for details.
</Tip>

### Text

Communicate your message with the Text Section of your Email Campaign.

Customize the look and feel of the text by configuring the Text Box features.

These features include:

* Customize the appearance of the Text style.
* Change the color of the Text or certain parts of the Text to highlight your message.
* Adjust the alignment for an engaging visual experience.
* Create ordered and unordered lists to organize your content.
* Personalize your email with liquid tags to bring warmth to your communication and optimize your email deliverability.

Read [Add and customize a Text section in Email Campaigns](../../marketing/email-campaigns/how-to-add-and-customize-a-text-section-in-email-campaigns) for more details.

Additionally, customize your Image and Text Section by:

* Checking or unchecking **Image on the Left** to choose whether the Image or the Text is on the left side when viewed on a desktop device.
* Configuring the vertical alignment within the Section for your Image and Text.

<Note>
  **Note:** Checking or unchecking **Image on the left** will not impact the vertical arrangement of your Image and Text Section when viewed on a mobile device. However, you can check **Image on Top** in the Mobile Layout of Section Settings to rearrange the vertical sequence when viewed on mobile.
</Note>

## Section settings

**Appearance** allows you to configure the background color of the Section.

**Desktop Layout** adjusts the look and feel of the content contained in the Section when viewed on a desktop device.

This includes:

* Hiding the Section.
* Adjusting the padding for the spacing of the content within the Section.
* Configuring the **Gutter Width** to adjust the spacing between the Image and Text.

**Mobile Layout** adjusts the look and feel of the content contained in the Section when viewed on a mobile device.

This includes:

* Hiding the Section.
* Adjusting the padding for the spacing of the content within the Section.
* Configuring the **Gutter Height** to customize the spacing between the Image and Text.
* Checking **Image on Top** to choose whether the Image or the Text is on top when viewed on a mobile device.


# Add and customize images in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-your-image-in-email-campaigns

Set a tone for emails, show personality, and display what your business has to offer with images.

Pictures are worth a thousand words. Use **images** to help set a tone for your emails, show your personality, attach an image of your handwritten signature, and display what your business has to offer.

<div>
  <iframe />
</div>

## Add an image section

* In the sidebar, select **Add Section**.
* Select **Add image** and then click **Add**.
* The Image section will generate at the bottom of the section.
* Upload the desired image.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Learn to optimize your images in an Email Campaign to enhance your recipients' email experience across devices. Read [Optimize images in Email Campaigns](../../marketing/email-campaigns/how-to-optimize-images-in-your-email-campaigns) for details.
</Tip>

## Customize the image section

* **Image Action** enables you to use your Image as a button to Go to a URL, Go to a Checkout Page, or to Go to a Landing Page.
* **Image Alt Attribute** can be used to add an image alt attribute for SEO purposes or if the image cannot be displayed for varying email clients.

[Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

### Section settings

* **Background** changes the background color of your Image section.
* **Desktop Layout** can be used to change the appearance of the section when viewed on a Desktop. Choose to hide the section for desktop or keep it visible and configure the Desktop Padding, Width, and Alignment.
* **Mobile Layout** can be used to change the appearance of the section when viewed on Mobile. Choose to hide the section for mobile devices or keep it visible and configure the Desktop Padding, Width, and Alignment.


# Add and customize a text and text section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-and-customize-your-text-and-text-section-in-email-campaigns

Customize the layout of text in emails using a 2-column style format for a comfortable reading experience.

A wall of text can make reading challenging. Customize the layout of text in your emails using a **2-column style format**, providing a comfortable reading experience without scrolling away from associated content.

<div>
  <iframe />
</div>

## Add a text and text section

* Click **Add Section** in the editor.
* Select **Text and Text:**

<div>
  <iframe />
</div>

* Select the **Vertical Alignment** from **Top, Middle, or Bottom:**

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Learn more about the Text Box features [here](../../marketing/email-campaigns/how-to-add-and-customize-a-text-section-in-email-campaigns).
</Tip>


# Add custom HTML to emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-custom-html-to-your-emails

Add custom HTML through the source code view in the Email Broadcast and Email Sequence editor toolbar.

**Custom HTML** can be added through the source code view in the Email Broadcast and Email Sequence editor toolbar to further customize your emails.

<div>
  <iframe />
</div>

<Warning>
  **Important:** Please refrain from using the source code editor if you are not proficient with HTML. There is the potential to break your emails here. Be cautious and consult an expert when needed. Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

## List of valid HTML elements

Here is a list of valid HTML elements (separated by commas) Kajabi allows in Email Broadcasts and Email Sequences:

`<a>, <p>, <strong>, <em>, <u>, <text>, <img>, <br>, <h1>, <h2>, <h3>, <span>, <li>, <ul>, <ol>`

<Note>
  **Note:** Video embeds and scripts (like Calendly and other schedulers) do not work in Email Campaigns. If you wish to include an embedded video or scheduler with your Email Campaign, link a Page with custom sections containing your Video Embed or embedded Schedulers to your Email Campaign. Read [How to Add Custom Code to Your Page](../../website/pages/add-custom-code-to-pages) for details.
</Note>

## Add custom HTML to an Email Sequence

To add custom HTML to an Email Sequence email using the Classic Editor:

* From the Dashboard, open the **Marketing** tab.
* Click into an existing **Email Sequence** or create a new one.
* Select your individual email to edit.
* Open the **source code** section on the toolbar `<>` of the Text section.
* Read the **warning** message and click **Ok** to proceed.
* Add your **custom HTML.**
* Be sure to click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Add custom HTML to an Email Broadcast

To add custom HTML to an Email Broadcast using the Visual Editor:

* Click into an existing **Email Broadcast** or create a new one.
* Hover over the body of the email and click **Edit content**.
* Then, click into a text block or create a new one in the sidebar editor.
* In the Text Body toolbox, click the **Source Code** icon.
* Add your custom HTML.
* Click **Save:**

<div>
  <iframe />
</div>


# Add emojis to emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-add-emojis-to-emails

Customize Email Campaigns with emojis to add personality and visual appeal.

Add **emojis** to your Email Campaigns to inject personality and visual appeal into your messaging.

## Add emojis to emails

* Open the **Marketing** tab from your Dashboard.
* Select **Email Campaigns**.
* Then, select the Email Campaign you wish to edit.
* Open your Text Block with the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview) or click into your text editor with the classic editor.
* Simultaneously press:
  * For Mac Users: **Command** + **Control** + **Spacebar**
  * For Windows Users: **Windows** + **.** (period)
  * For Linux Users: **Ctrl** + **.** (period)
* Select the emoji you would like to include and continue customizing your email.
* Be sure to click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Connect a custom email domain with Bluehost
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-bluehost

Connect a custom email domain from Bluehost to a Kajabi account.

Connect a **custom email domain** from Bluehost to your Kajabi account to send branded marketing emails.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article covers connecting a custom email domain from Bluehost. To connect a custom domain to Kajabi, see [Connect a custom domain](../../website/domains/connect-a-custom-domain).
</Note>

## Connect a custom email domain with Bluehost

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

<Note>
  **Note:** **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## Access DNS records in Bluehost

To access your DNS records in Bluehost:

* Go to your Bluehost dashboard.
* Click to open the **Domains** menu and select **My Domains**.
* Locate your domain and click **Manage.**
* Then, select the **DNS** tab:

<div>
  <iframe />
</div>

## Add unique DNS records from Kajabi to Bluehost

To add your DNS records from Kajabi to Bluehost:

### Create your unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

### Add TXT Records

Please note that Kajabi may use different terms for some of the values in a DNS record than those used by any given DNS provider, like Bluehost. For instance, the terms "Name", "Host", and "Host Record" usually refer to the same DNS record component.

**To add your TXT records:**

* In your Bluehost DNS Manager, scroll down to the TXT card and click **Add Record**.
* Copy the **Host** value for the first TXT record created by Kajabi and paste it into the **Host Record** field in Bluehost.
* Then, copy the **Value** content in Kajabi and paste it into the **TXT Value** field in Bluehost.
* Select **4 Hours** in the **TTL** field.
* Click **Save**.
* Repeat these steps to add the second and third TXT records:

<div>
  <iframe />
</div>

### Add MX Records

* In Bluehost, scroll to the MX (Mail Exchanger) card and click **Add Record**.
* Enter **10** for the **Priority**.
* Copy the **Host** value for the first MX record created by Kajabi and paste it into the **Host Record** field in Bluehost.
* Then, copy the **Value** content in Kajabi and paste it into the **Points To** field in Bluehost.
* Select **4 Hours** in the **TTL** field.
* Click **Save**.
* Repeat these steps to add the second MX record, but enter **20** for the **Priority**:

<div>
  <iframe />
</div>

### Add CNAME Record

* In Bluehost, scroll to the CNAME card and click **Add Record**.
* Copy the **Host** value for the CNAME record created by Kajabi and paste it into the **Host Record** field in Bluehost.
* Then, copy the **Value** content in Kajabi and paste it into the **Points To** field in Bluehost.
* Select **4 Hours** in the **TTL** field.
* Click **Save**:

<div>
  <iframe />
</div>

### Wait for propagation

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

#### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your DNS information.

### Can I send emails during this time?

Yes! As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your branded email domain.


# Connect a custom email domain with Cloudflare
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-cloudflare

Connect a custom email domain from Cloudflare to a Kajabi account.

Connect a **custom email domain** from Cloudflare to your Kajabi account to send branded marketing emails.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article covers connecting a custom email domain from Cloudflare. To connect a custom domain to Kajabi, see [Connect a custom domain](../../website/domains/connect-a-custom-domain).
</Note>

## Connect a custom email domain with Cloudflare

**If you're using CloudFlare, log into your CloudFlare account to add your unique DNS Records.**

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

<Note>
  **Note:** **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## Add unique DNS records to Cloudflare

To add your DNS records from Kajabi to CloudFlare:

### Create your unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

### Add TXT Records

Please note that Kajabi may use different terms for some of the values in a DNS record than those used by any given DNS provider, like CloudFlare. For instance, the terms "Name", "Host", and "Host Name" usually refer to the same DNS record component.

**To add your TXT records:**

* Log into your CloudFlare dashboard and click into your **Active domain**.
* Select the **DNS** tab.
* Click +**Add Record** and select **TXT** from the Type dropdown.
* Copy the **Name** value for the first TXT record created by Kajabi and paste it into the **Name** field in CloudFlare.
* Keep the default value in the TTL field.
* Then, copy the **Content** value in Kajabi and paste it into the **Content** field in CloudFlare.
* Click **Save** to add your record.
* Repeat these steps to add the second and third TXT records:

<div>
  <iframe />
</div>

### Add MX Records

* Click **+Add Record** and select **MX** from the Type dropdown.
* Copy the **Name** value for the first MX record created by Kajabi and paste it into the **Name** field in CloudFlare.
* Then, copy the **Mail Server** value in Kajabi and paste it into the **Mail server** field in CloudFlare.
* Keep the default value in the TTL field.
* Enter **10** for the **Priority**.
* Click **Save** to add your record.
* Repeat these steps to add the second MX record, with the Priority set to **20**:

<div>
  <iframe />
</div>

### Add CNAME Record

* Click **+Add Record** and select **CNAME** from the Type dropdown.
* Copy the **Name** value for the first CNAME record created by Kajabi and paste it into the **Name** field in CloudFlare.
* Then, copy the **Target** value in Kajabi and paste it into the **Target** field in CloudFlare.
* Click the **Proxy status** toggle off (from "Proxied" to "DNS Only").
* Keep the default value in the TTL field.
* Click **Save** to add your record:

<div>
  <iframe />
</div>

Need more help? Learn to [manage your DNS Records in CloudFlare](https://support.cloudflare.com/hc/en-us/articles/360019093151-Managing-DNS-records-in-Cloudflare).

### Wait for propagation

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

#### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your DNS information.

### Can I send emails during this time?

Yes! As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your branded email domain.


# Connect a custom email domain with GoDaddy
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-godaddy

Connect a custom email domain from GoDaddy to a Kajabi account.

Connect a **custom email domain** from GoDaddy to your Kajabi account to send branded marketing emails.

<div>
  <iframe />
</div>

## Connect a custom email domain with GoDaddy

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

<Note>
  **Note:** **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## Access DNS records in GoDaddy

To access your DNS records in GoDaddy:

* Go to your GoDaddy dashboard.
* Select the **My Products** tab.
* Locate your domain in the Domains card.
* Then, click **DNS** to the right of your domain name:

<div>
  <iframe />
</div>

## Add unique DNS records from Kajabi to GoDaddy

To add your DNS records from Kajabi to GoDaddy:

### Create your unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

### Add TXT Records

Please note that Kajabi may use different terms for some of the values in a DNS record than those used by any given DNS provider, like GoDaddy. For instance, the terms "Name", "Host", and "Host Name" usually refer to the same DNS record component.

**To add your TXT records:**

* In your GoDaddy DNS Records, click **Add** and select **TXT** from the Type dropdown.
* Copy the **Host** value for the first TXT record created by Kajabi and paste it into the **Name** field in GoDaddy.
* Then, copy the **Value** content in Kajabi and paste it into the **Value** field in GoDaddy.
* Keep the default value in the TTL field.
* Click **Add record**.
* Repeat these steps to add the second and third TXT records:

<div>
  <iframe />
</div>

### Add MX Records

* In GoDaddy, click **Add** and select **MX** from the Type dropdown.
* Copy the **Host** value for the first MX record created by Kajabi and paste it into the **Name** field in GoDaddy.
* Enter **10** for the **Priority**.
* Then, copy the **Value** content in Kajabi and paste it into the **Value** field in GoDaddy.
* Keep the default value in the TTL field.
* Click **Add record**.
* Repeat these steps to add the second MX record, but enter **20** for the **Priority**:

<div>
  <iframe />
</div>

### Add CNAME Record

* In GoDaddy, click **Add** and select **CNAME** from the Type dropdown.
* Copy the **Host** value for the CNAME record created by Kajabi and paste it into the **Name** field in GoDaddy.
* Then, copy the **Value** content in Kajabi and paste it into the **Value** field in GoDaddy.
* Keep the default value in the TTL field.
* Click **Add record**:

<div>
  <iframe />
</div>

### Wait for propagation

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

#### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your DNS information.

### Can I send emails during this time?

Yes! As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your branded email domain.


# Connect a custom email domain with Namecheap
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-namecheap

Connect a custom email domain from Namecheap to a Kajabi account.

Connect a **custom email domain** from Namecheap to your Kajabi account to send branded marketing emails.

<div>
  <iframe />
</div>

## Connect a custom email domain with Namecheap

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

<Note>
  **Note:** **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## Access DNS records in Namecheap

To access your DNS records in Namecheap:

* Go to your Namecheap dashboard.
* Locate your domain and click **Manage** to the right of your domain name.
* Then, select the **Advanced DNS** tab:

<div>
  <iframe />
</div>

## Add unique DNS records from Kajabi to Namecheap

<Warning>
  **Important:** It may not be possible to complete all of the following steps in Google Chrome. We recommend using a different browser to update your DNS records in Namecheap.
</Warning>

To add your DNS records from Kajabi to Namecheap:

### Create your unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

### Add TXT Records

Please note that Kajabi may use different terms for some of the values in a DNS record than those used by any given DNS provider, like Namecheap. For instance, the terms "Name", "Host", and "Host Name" usually refer to the same DNS record component.

**To add your TXT records:**

* In your Namecheap Advanced DNS settings, locate your Host Records.
* Click **+ Add New Record** and select **TXT Record** from the dropdown menu.
* Copy the **Host** value for the first TXT record created by Kajabi and paste it into the **Host** field in Namecheap.
* Then, copy the **Value** content in Kajabi and paste it into the **Value** field in Namecheap.
* Keep the default value (Automatic) in the TTL field.
* Repeat these steps to add the second and third TXT records.
* Then, click **Save All Changes**:

<div>
  <iframe />
</div>

### Add MX Records

* In Namecheap, scroll down to Mail Settings.
* Click the Mail Settings dropdown menu and select **Custom MX**.
* Copy the **Host** value for the first MX record created by Kajabi and paste it into the **Host** field in Namecheap.
* Then, copy the **Value** content in Kajabi and paste it into the **Mail Server** field in Namecheap.
* Enter **10** for the **Priority**.
* Keep the default value (Automatic) in the TTL field.
* Click **Save All Changes**.
* Then, click **+ Add New Record**.
* Repeat these steps to add the second MX record, but enter **20** for the **Priority**:

<div>
  <iframe />
</div>

### Add CNAME Record

* In Namecheap, scroll back up to Host Records.
* Click **+ Add New Record** and select **CNAME Record** from the dropdown menu.
* Copy the **Host** value for the CNAME record created by Kajabi and paste it into the **Host** field in Namecheap.
* Then, copy the **Value** content in Kajabi and paste it into the **Target** field in Namecheap.
* Keep the default value (Automatic) in the TTL field.
* Then, click **Save All Changes**:

<div>
  <iframe />
</div>

### Wait for propagation

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

#### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your DNS information.

### Can I send emails during this time?

Yes! As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your branded email domain.


# Connect a custom email domain with SiteGround
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-connect-a-custom-email-domain-with-siteground

Connect a custom email domain from SiteGround to a Kajabi account.

Connect a **custom email domain** from SiteGround to your Kajabi account to send branded marketing emails.

<div>
  <iframe />
</div>

## Connect a custom email domain with SiteGround

To connect your custom email domain to Kajabi, you'll need to add the following DNS records provided by Kajabi to your DNS provider:

* Three TXT records
* Two MX records
* One CNAME record

<Note>
  **Note:**
  **Don't delete or replace existing DNS records** when you add DNS records provided by Kajabi.
</Note>

## Access DNS records in SiteGround

To access your DNS records in SiteGround:

* Go to your SiteGround dashboard.
* Select the **Websites** tab.
* Locate your domain and click **Site Tools** to the right of your domain name.
* Select **Domain** from the left sidebar menu.
* Then, select **DNS Zone Editor**:

<div>
  <iframe />
</div>

## Add unique DNS records from Kajabi to SiteGround

To add your DNS records from Kajabi to SiteGround:

### Create your unique DNS records in Kajabi

In order to generate your unique DNS records in Kajabi, you must first add your custom email domain in your Kajabi Marketing Settings.

**To create your DNS records:**

* Open the **Settings** tab on the lower left of your Kajabi dashboard.
* Select **Marketing Settings**.
* Scroll down to the Email Settings section.
* Locate your **Custom Email Domain** settings.
* Input the **From name**, **From email**, and **Reply-to email** for your custom email domain.
* Then, click **Setup Custom Email Domain**.
* Your unique DNS records will appear on the Custom Email Domain Setup page:

<div>
  <iframe />
</div>

### Add TXT Records

Please note that Kajabi may use different terms for some of the values in a DNS record than those used by any given DNS provider, like SiteGround. For instance, the terms "Name", "Host", and "Host Name" usually refer to the same DNS record component.

**To add your TXT records:**

* In your SiteGround DNS Zone Editor, navigate to **Create New Record** and select the **TXT** tab.
* Copy the **Host** value for the first TXT record created by Kajabi and paste it into the **Name** field in SiteGround.
* Then, copy the **Value** content in Kajabi and paste it into the **Value** field in SiteGround.
* Keep the default value in the TTL field.
* Click **Create.**
* Then, click **Back** and repeat these steps to add the second and third TXT records:

<div>
  <iframe />
</div>

### Add MX Records

* In SiteGround, navigate to **Create New Record** and select the **MX** tab.
* Select **Add your own MX records**.
* Copy the **Host** value for the first MX record created by Kajabi and paste it into the **Name** field in SiteGround.
* Enter **10** for the **Priority**.
* Keep the default value in the TTL field.
* Then, copy the **Value** content in Kajabi and paste it into the **Destination** field in SiteGround.
* Click **Create.**
* Then, click **Back** and repeat these steps to add the second MX record, but enter **20** for the **Priority**:

<div>
  <iframe />
</div>

### Add CNAME Record

* In SiteGround, navigate to **Create New Record** and select the CNAME tab.
* Copy the **Host** value for the CNAME record created by Kajabi and paste it into the **Name** field in SiteGround.
* Then, copy the **Value** content in Kajabi and paste it into the **Resolves to** field in SiteGround.
* Keep the default value in the TTL field.
* Click **Create**:

<div>
  <iframe />
</div>

### Wait for propagation

The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate.

#### What does this mean?

To create a successful connection:

* A custom subdomain has been added to ensure that your records don't interfere with existing domains.
* Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your new DNS information.

### Can I send emails during this time?

Yes! As your custom email domain propagates, your marketing emails will continue to send via Kajabi's shared marketing email domain.

### Can I make changes to my 'from' information during this time?

After updating your DNS records, you can continue to make changes to your "from name", "from email", and "reply-to email". These changes will not impact your custom email domain setup.

Regardless of your connection status (i.e. connection pending, error, or successful connection), you can continue to make changes to your 'from' information.

### How will I know when it's done?

After the verification process has completed, you'll receive an email notification from our support team:

* Your custom email sending domain is confirmed
* There is a problem with your custom email sending domain

If you've received an email notification that your custom email domain is confirmed, your marketing emails will now be sent to your list using your branded email domain.


# Convert Email Sequence emails from Classic to Visual Editor
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-convert-email-sequence-emails-from-classic-to-the-new-visual-editor

Convert Email Sequence emails from the Classic Editor to the Visual Editor for richer design options.

Convert your **Email Sequence** emails from the Classic Editor to the Visual Editor to access richer design and branding options.

<div>
  <iframe />
</div>

## Convert an email to the Visual Editor

Add rich design to your emails and give your audience a sophisticated, highly branded experience by converting your email.

Converting your email will display your stylized version for new recipients.

### Convert an email

* Open the **Marketing** tab from your Dashboard.
* Click **Email Campaigns**.
* Then, select the Email Sequence you wish to edit.
* Open the email editor for the email you wish to convert.
* Navigate to the top right corner and click **Convert to Visual Editor.**
* Confirm your conversion at the prompt.
* Then, click the **Launch Email Editor** link.
* Finally, click **Save and Close** to finish the conversion:

<div>
  <iframe />
</div>


# Create an unsubscribe from Email Sequence link
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-create-an-unsubscribe-from-email-sequence-link

Create an unsubscribe link in an Email Campaign to let recipients opt out of specific marketing email sequences.

Create a custom **unsubscribe link** in an Email Campaign to give recipients the option to opt out of specific marketing email sequences without unsubscribing from all emails.

## Why create a custom unsubscribe link?

Kajabi helps you comply with various email laws (e.g., the [CAN-SPAM Act](../../marketing/email-campaigns/what-is-can-spam)) by including a built-in unsubscribe button to every email you send with Kajabi.

However, this link will unsubscribe your recipients from receiving all marketing emails in the future.

If your recipients wish to unsubscribe from a specific email sequence but would like to remain subscribed to your other marketing emails, you may want to include a separate Unsubscribe link in your email sequence(s).

<Note>
  **Note:**
  If your contact attempts to resubscribe from an Email Sequence they have been unsubscribed from, they will not receive any emails in the Email Sequence. Our teams are actively working to resolve this issue.
</Note>

## Create an unsubscribe from Email Sequence link

Creating an Unsubscribe link for your Email Sequence is made simple with the power of Automations.

Want to learn more about Automations? [Read the Automations overview](../../marketing/automations/automations-overview)

### Create an opt-out page

Creating an Unsubscribe link in the emails of your Email Sequence requires the creation of a Page.

The link to this Page will be used in your Automation and the Page will be used to communicate to your recipients that they have successfully unsubscribed from the specific email sequence but may continue to receive other marketing emails.

[Learn to create a custom Landing Page with Kajabi Pages](../../website/pages/how-to-add-pages-to-your-website).

Example Opt-Out Page:

<img alt="Opt-Out Page Example" />

### Add your page link to your emails

Now that you have created and customized your Opt-Out Page, copy and paste your Page link into each email of your [Email Sequence](../../marketing/email-campaigns/create-an-email-sequence). [Learn to copy your Page URL](../../website/pages/how-to-copy-your-page-link).

When adding your Opt-out Page Link to the emails of your Email Sequence, include a clear message indicating to your recipients that the link will unsubscribe them from the specific email sequence, but not from all marketing emails.

*For example, "Not interested in receiving emails about our upcoming Online Course Promotion? Click here to unsubscribe from the promotion."*

After copying your Page URL, add your link and your message in every email of your Email Sequence:

* Open the **Marketing tab** from the Dashboard.
* Click **Email Campaigns** from the sidebar.
* Select the Email Sequence you wish to edit or [create one](../../marketing/email-campaigns/create-an-email-sequence).
* Click into an existing email in your sequence or create one.
* Enter your message and highlight the text where you want to insert your link.
* Select the **Insert/edit link** icon.
* Paste your Page URL.
* For the Target:
  * Select **None** if you wish the page to open in the existing window when clicked.
  * Select **New Window** to open the Page in a new window when clicked.
* Click **Ok** to apply your link.
* Then, click **Save** to keep your changes:

<div>
  <iframe />
</div>

After creating an "unsubscribe from sequence" link in your first email, repeat the steps above for every email in your Email Sequence.

### Create an unsubscribe trigger with automations

Using the power of Automations, automatically unsubscribe your recipient when they click the link in the email:

* Navigate back to your Email Sequence Editor from your Email.
* Click **+ Add Automation** for your first email in the sequence.
* Open the **When** dropdown menu.
* Select **Email Sequence email is clicked**.
* Then, in the next dropdown, select the unsubscribe link (the Opt-out Page Link).
* Open the **Then** dropdown menu.
* Select **Unsubscribe from an email sequence**.
* Then, select the email sequence to unsubscribe from when clicked.
* Click **Save** to apply and keep your changes:

<div>
  <iframe />
</div>

Repeat the automation steps to create an Automation for every "unsubscribe from sequence" link in the emails of your Email Sequence:

<img alt="Add Automation to All Emails" />

You have now set up an unsubscribe link that allows recipients to unsubscribe from a specific email sequence while maintaining their subscription for other marketing emails.

### Test your email

After setting up your unsubscribe link, test your link by:

* Subscribing to the sequence just as your contacts would (e.g., with a Funnel, a Landing Page, a purchase, etc.).
* Keep a separate tab open to view your Email Sequence Subscribers:

<img alt="View Subscribers" />

* Then, click the link in your email to unsubscribe from the sequence.

[Learn to Test your Emails](../../marketing/email-campaigns/how-to-test-send-your-emails#h_84dfee70-b75a-4484-9e98-b3c69cd99bb6).

<Note>
  **Note:**
  You may experience a slight delay during your test as the Automation triggers the unsubscribe.
</Note>

*Disclaimer: This article and other materials posted on our website is offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you and your business. It is always best to be familiar with ALL laws, rules, regulations, and legislation that may be applicable to you and your recipients' country/region.*


# Create and use Liquid Objects in email marketing
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing

Personalize emails based on information collected in Form Fields using Liquid Objects.

**Liquid Objects** can be used to personalize emails based on information collected in Form Fields. Follow this step-by-step guide to create and use Liquid Objects in your Kajabi email marketing.

<div>
  <iframe />
</div>

## What are Liquid Objects?

Liquid is a programming logic that tells templates what to do.

On Kajabi, when a contact opts-in through a Form, the information they input is saved into a data store.

You can use Liquid Objects to pull that information from the data store and use it to personalize your Emails.

You may have noticed an example of a Liquid Object that automatically populates a contact's first name in the default email template.

Liquid Objects are wrapped in `{{ }}` characters:

<img alt="Liquid Objects Example" />

## Add default Liquid Objects to an email

There are many default Liquid Objects you can use in your emails to personalize them, including but not limited to:

* First Name
* Last Name
* Location
* Phone Number

### Insert a default Liquid Object into an email

* Open the **Marketing** tab from your Dashboard.
* Then, click **Email Campaigns**.
* Select **+ New Email Campaign** and choose between an Email Broadcast or Email Sequence. For this example we'll use an Email Broadcast.
* Next, choose an Email Template, select your recipients, and click **Save & Continue**.

<Important>
  **Important:**
  Be sure to send your email to a segment of your contacts for whom your Liquid Object data exists in the data store.
</Important>

* Hover over your Email Content and click **Edit content** to open the Visual Editor.
* Then, hover over the email section you wish to edit and click **Edit**.
* In the Text Editor in the sidebar, locate a dropdown labeled "Personalize". Click the dropdown and choose a Liquid Object.
* Click **Save** to insert your Liquid Object and keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you're using the Email Classic Editor instead of the Visual Editor, after selecting your recipients you can access the "Personalize" dropdown directly on the Edit Content page in the Body text editor.
</Note>

## Create and input a custom Liquid Object

When you create a custom Form Field on Kajabi, that field is saved as an Object which can then be inserted into your marketing emails to increase personalization.

As an example, let's say you teach music lessons for multiple instruments.

In your Opt-in Form, you can create a custom Form Field asking potential students which instrument they are interested in learning.

Then, in your marketing emails, you can add the Liquid Object from the custom Form Field to personalize the emails with the chosen instrument.

To learn how to incorporate custom Liquid Objects into your marketing emails, follow the guide below.

### Create a custom form field

1. Open the **Marketing** tab from the Dashboard.
2. Then, click **Forms**.
3. Click **+ New Form**.
4. Give your form an internal title and click **Save**.
5. Under "Form Fields", select **+ Add Form Field**, then **Create a New Field**.
6. In the Title field, input the question you want to ask your page visitor.
   For example: "Which instrument would you like to learn?"
7. Under Type, choose the input method your contacts will use to answer the question (i.e. Checkbox, Select Box, Radio Buttons).
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Add the opt-in form to a page

In order for the Liquid Object to pull information from a data store, first there needs to be data.

Add the Opt-in Form to your pages and funnels:

[Learn to add your Opt-In Form to different pages throughout your Kajabi site and external pages](https://help.kajabi.com/hc/en-us/articles/360037456154)

<img alt="Music Lesson Interest Form" />

### Add the Liquid Object to your marketing emails

After you've created your custom Form Field and added it to a Form, you can use the corresponding Liquid Object in your marketing emails.

#### To add your custom Liquid Object to an Email Campaign:

1. Open the **Marketing** tab from your Dashboard.
2. Then, click **Email Campaigns**.
3. Select **+ New Email Campaign** and choose between an Email Broadcast or Email Sequence. For this example, we'll create an Email Broadcast.
4. Choose an Email Template, select your recipients, and click **Save and continue**.

<Important>
  **Important:**
  Be sure to send your email to a segment of your contacts for whom your Liquid Object data exists in the data store (i.e. contacts who've submitted your Opt-in Form).
</Important>

5. Hover over your email body content and click **Edit content** to open the Visual Editor.
6. From inside the Visual Editor, click to edit your desired Text Block.
7. In the sidebar Text Body editor, locate a dropdown labeled "Personalize". Click the dropdown to choose a Liquid Object.
8. The list of supported Liquid Objects will now include the custom Form Field you created. Simply click the title of the field to insert the Object in the body of your email.
9. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  When a custom Liquid Object is placed into the Text body it will appear in the format of `{{ custom_1 }}`, with the number ascending for each custom Form Field created in your site.
</Note>

### Send

When your email is sent, your recipients will receive a personalized message based on the information they input into your Opt-In Form.

In this example, a prospective student indicated in our form created above that they would like to learn how to play **Guitar**. In the email we created and sent, the Liquid Object was replaced by their radio button selection (i.e. Guitar):

<img alt="Email Example with Liquid Object" />


# Create custom email templates
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-create-custom-email-templates

Save email designs as reusable templates to quickly create branded Email Campaigns.

Save email designs as reusable **custom email templates** to quickly create branded Email Campaigns that reflect your style.

<div>
  <iframe />
</div>

## Custom email templates

An email template allows you to save your design and brand from your beautifully designed Email Campaign and use it again and again with ease.

With an email template, you can save time, recreate successful Email Campaigns, and create branded emails faster than ever before.

<Note>
  **Note:**
  You can create up to 25 custom email templates.
</Note>

## Create a custom email template

With Kajabi's [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview) you can create custom email templates with your brand and design.

<Note>
  **Note:**
  Creating an email template requires the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview). If you are using the Classic Editor, your email cannot be saved as an email template.
</Note>

### Create an Email Campaign to use as a custom template

* Open the **Marketing** tab from your Dashboard.
* Click **+ New Email Campaign**.
* Select **Email Broadcast** or **Email Sequence**.
* Then, select the design you wish to use for your Email Campaign.
* Add your **Email Title**.
* Click **Create**.
* In the email editor, design your email to use as a template. [Learn more](../../marketing/email-campaigns/email-visual-editor-overview)
* Then, click **Save as a template.**
* Complete the prompt to include a **Template name** and **Template description**.
* Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Create an email template in the template manager

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Click **+ New Template**.
* Enter your **Template Name** and **Template Description**.
* Then, click **Create.**
* Select an existing template to use as the starting point for your new custom template.
* Customize your new template as desired in the editor:

<div>
  <iframe />
</div>

## Use and manage email templates

Email templates can be used to help you quickly build your Email Campaigns with your desired branding and design.

When you create and save a custom email template you'll be able to choose between your custom email template or one of Kajabi's templates when creating a new Email Campaign:

<img alt="Choose an Email Template" />

To use a custom email template, you can begin by creating a new custom Email Campaign or Email Broadcast directly from your template manager.

### Create an Email Broadcast with a custom email template

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Select the **Template** you wish to use.
* Click **Create a broadcast**.
* Enter your **Email title**.
* Click **Create**:

<div>
  <iframe />
</div>

## Update a custom email template

Your email templates may receive updates to fix bugs or include additional features. If you have created a custom email template, you can update it to gain access to the latest version.

### Update an email template

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Locate the **Template** you wish to update.
* Click the `…` icon to access more actions.
* Select **Update template**:

<div>
  <iframe />
</div>

## Delete a custom email template

If you no longer need a custom email template, you can delete it.

### Delete an email template

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Locate the **Template** you wish to update.
* Click the `…` icon to access more actions.
* Select **Delete**.
* A popup will ask if you really want to delete this template. If so, select **Yes, Delete**:

<div>
  <iframe />
</div>


# Customize typography in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-the-typography-in-email-campaigns

Customize font style and font sizes for desktop and mobile devices to match your brand.

Font type plays a significant role in the personality and character of your brand. In the **Typography** section, you can customize font style and font sizes for desktop and mobile devices.

<div>
  <iframe />
</div>

## Custom font

### Select a custom font

<Note>
  **Note:**
  Custom Fonts are only supported in modern email clients. Ensure the readability of your email content across different email clients by selecting a Fallback Body and Heading Font.
</Note>

* Open the **Settings** tab in the Editor.
* Click **Typography**.
* Check **Use Custom Fonts:**

<div>
  <iframe />
</div>

* Then, select your Body Font:

<img alt="Body Font Selection" />

* Select your Heading Font:

<img alt="Heading Font Selection" />

## Fallback font

Select a Fallback Font for email clients that may not support your selected Custom Font.

### Select a fallback font

<img alt="Fallback Font Selection" />

<Tip>
  **Tip:**
  To use the default Fallback Fonts without Custom Fonts, uncheck Custom Fonts and simply select your desired Fonts under the Body Font (Fallback) and Heading Font (Fallback) dropdown menus.
</Tip>

## Configure email visibility

Customize the email font size to optimize the reader experience across devices.

### Desktop font sizes

* Select the **Settings** tab in the Editor.
* Click open **Typography**.
* Navigate to the Desktop Font Sizes header.
* Use the dropdown menus to specify your Desktop Font Sizes:

<img alt="Desktop Font Sizes" />

### Mobile font sizes

* Select the **Settings** tab in the Editor.
* Click open **Typography**.
* Navigate to the Mobile Font Sizes header.
* Use the dropdown menus to specify your Mobile Font Sizes:

<img alt="Mobile Font Sizes" />

For best practices when customizing your Font Sizes, read [How to Optimize Your Font Size in Email Campaigns](../../marketing/email-campaigns/how-to-optimize-your-font-size-in-email-campaigns) for details.


# Customize when Email Campaigns are sent
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-when-email-campaigns-are-sent

Schedule when Email Broadcasts and Sequences are sent.

Schedule when **Email Broadcasts** and Email Sequences are sent to reach your audience at the right time.

## Email Broadcast

An Email Broadcast is one email that can be scheduled to send right now or at a **specific date and time**:

<div>
  <iframe />
</div>

## Email Sequence

Email Sequences are a series of emails that can be scheduled to be sent on specific days and times from when the recipient subscribed to the sequence.

It is important to note that Email Sequences are sent based on an Action performed (e.g., a Form is submitted, an Offer is purchased, or an Automation is triggered).

Therefore, the date your recipient receives the emails in your sequence will depend on the date they subscribed to the sequence.

When creating your Email Sequence you can set when the emails in the sequence are sent according to the number of days after a user subscribes.

Sequences automatically default to Day 1, which is one day after a contact subscribes to your emails.

To make an email in a sequence send immediately when a contact subscribes, choose Day 0.

If you would like the second email to send 3 days after someone subscribes, select 3 for the second Email.

### Definition of a "day" in an Email Sequence

The "days" a subscriber has been subscribed is defined as the calendar day in the Email Sequence's time zone. The time of day a message is sent is also determined by the Email Sequence time zone.

This can be an important distinction if a large proportion of customers are in a different time zone.

Let's say your business is based in Southern California, but most of your customers live in Manila, Metro Manila, Philippines. That is a 16-hour time difference!

In this case, it may be more beneficial to adjust your Email Sequence to Philippine Time (PHT).

If you keep the email sequence time zone set to Pacific Standard Time (PST) and you create a campaign that opens the ability to subscribe during the last week of January with emails set to send at 10 AM (PST), and your customers subscribe at 2:00 PM (PHT), then they will receive your emails at 2:00 AM (PHT) one calendar day ahead of the time zone you are based out of.

Be sure to set your Email Sequence Settings to customize the time zone and send time for each Email Sequence you create. [Learn to edit your email sequence settings.](../../marketing/email-campaigns/how-to-edit-your-email-sequence-settings)

### Set send times for emails in an Email Sequence

* Open the **Marketing** settings from your Kajabi Dashboard.
* Select **Email Campaigns**.
* Create a **New Email Sequence**. [Learn more](../../marketing/email-campaigns/create-an-email-sequence)
* In the Email Editor:
  * Select the number of **Day(s)** after a contact subscribes to receive the email in the Sequence.
  * Select the **Time** of day the email will be sent.
* Click **Save** to keep and apply your changes:

<img alt="Email Sequence Timing Settings" />

<Note>
  **Note:**
  Email Sequences cannot be set to send on specific dates when editing your Email Sequence emails.
</Note>

### Time zone settings

Email Sequences will copy the default time zone and send time set in your [Marketing Settings](../../marketing/email-campaigns/how-to-customize-your-marketing-settings#h_113a1cec-824d-4d24-8c82-b40a2647e256).

However, you can adjust the time zone for your email sequences separate from your Marketing Settings by updating your Email Sequence Settings. [Learn to edit your email sequence settings](../../marketing/email-campaigns/how-to-edit-your-email-sequence-settings).

<Note>
  **Note:**
  The time zone and send time set in your [Marketing Settings](../../marketing/email-campaigns/how-to-customize-your-marketing-settings#h_113a1cec-824d-4d24-8c82-b40a2647e256) are used as the default time when a new Email Sequence is created. If you want to update the send time and time zone for an Email Sequence, edit the [Email Sequence Settings](../../marketing/email-campaigns/how-to-edit-your-email-sequence-settings). Changing the time zone and send times in your Marketing Settings will not affect existing Email Sequences.
</Note>


# Customize the color scheme in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-your-color-scheme-in-email-campaigns

Change the default page background color, header text color, and body text color in the Color Scheme tab.

In the **Color Scheme** tab, you can change the default page background color, header text color, and body text color.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  These instructions apply only to the Email Visual Editor, not the Classic Editor.
</Note>

## Select a color scheme

### Access the color scheme

* Click the **Settings** tab in the editor.
* Select **Color Scheme:**

<div>
  <iframe />
</div>

To change colors, click the colored circle and then select which of the default colors you'd like to use.

If you prefer to use a custom color, click the color wheel and either enter your RGB color code or use the sliders to choose your color:

<div>
  <iframe />
</div>


# Customize marketing settings
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings

Brand email marketing settings by customizing the From Name, From Email, Reply-to address, company address, and logo.

Brand your email **marketing settings** by customizing the "From Name", "From Email", and "Reply-to" email address, change your company address, upload a marketing email logo, and specify the exact time automatic emails will be sent out.

## Marketing contact address

Your marketing contact address will be displayed in the footers of your emails to comply with international spam laws.

### Customize the Marketing Contact Address

* Open the **Settings** tab from your Dashboard.
* Then, click **Marketing Settings**.
* Locate **Marketing Contact Address** and complete all applicable fields:

<div>
  <iframe />
</div>

## Company logo

Include your company logo in every marketing email sequence you send through Kajabi by uploading it in your Marketing Settings.

The image will be displayed at the top of your marketing emails. We recommend uploading a small transparent PNG logo representing your overall brand.

<Note>
  **Note:**
  We recommend uploading an image with dimensions 150 x 100 px. Be sure to resize your logo image before uploading it to Kajabi as the image cannot be edited after it is uploaded. If you need to update or change the image, you will need to re-upload your logo image. You can use a tool like [PicResize](https://picresize.com/) to resize your image.
</Note>

### Upload a Company Logo to Email Sequences

* Open the **Settings** tab from the Dashboard.
* Select **Marketing Settings**.
* Locate Company Logo and **Select Image**.
* In the dropdown menu, select **Upload a New File** or **Select a Recent File** to upload your logo:

<div>
  <iframe />
</div>

* Be sure to click **Save** to keep and apply your company logo.

[Learn to auto-add your Logo in both Email Broadcasts and Email Sequences](../../marketing/email-campaigns/how-do-i-make-my-logo-appear-in-all-of-my-email-campaigns).

## Email settings

With Kajabi, you are automatically set up with an email address through our email server (e.g., [kajabihelpcenter@c.kajabimail.net](mailto:kajabihelpcenter@c.kajabimail.net)) to send your marketing emails.

If you wish to change the "From" information for your marketing emails, update your Email Settings within your Marketing Settings.

<Note>
  **Note:**
  We suggest leaving the **From Email** section blank to use the default Kajabi email address that has been personalized for your account or use a [Custom Email Domain](../../marketing/email-campaigns/connecting-a-custom-email-domain). If you wish to use an address owned by an email service provider such as Gmail or Outlook, please use this as your reply-to address. To protect the reliability of your marketing emails, Kajabi makes a small behind-the-scenes adjustment to any personal email addresses added to the "From Email" section. For example, if your email was "[person@example.com](mailto:person@example.com)" it will change to "person=[example.com@a.kajabimail.net](mailto:example.com@a.kajabimail.net)." This technical change will not change any content in your emails.
</Note>

### Change the From Name, From Email, and Reply-to email address

* Open the **Settings** tab from the Dashboard.
* Select **Marketing Settings**.
* There, you can customize the "From" information:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This only applies to Email Broadcasts and Email Sequences. All transactional or support emails are sent from your Support Email Address. [Learn to update your support email address](https://help.kajabi.com/hc/en-us/articles/360049714574)
</Note>

Responses to your emails will be redirected to the reply-to email inbox. If left blank, this will default to your custom "from email address".

However, if neither the "reply-to" address or "From email address" is configured, your site support email will be used.

Looking to change the "From email address" for your transactional emails? See our guide on [How to Change Your Transactional Email Sender Information.](../../account-settings/notifications/how-to-change-your-transactional-email-sender-information)

Prefer to connect a custom email domain off Kajabi to send and receive your marketing emails? Check out [Connecting a Custom Email Domain](../../marketing/email-campaigns/connecting-a-custom-email-domain).

## Email Sequence defaults

Configure the default settings you would like to use when creating email sequences. By configuring the Email Sequence Defaults you can decide the time zone your automatic emails will be sent out.

<Note>
  **Note:**
  The time zone setting for your Email Sequences can be adjusted in the [Email Sequence Settings](../../marketing/email-campaigns/how-to-edit-your-email-sequence-settings). Customizing the time zone in the Email Sequence Settings will sever the connection between the time zone set in your Marketing Settings. If you set the time zone in your Marketing Settings, ensure that the emails in your Email Sequences are set to your intended time zone.
</Note>

### Configure the default send time for automatic emails

* Open the **Settings** tab from the Dashboard.
* Select **Marketing Settings**.
* Scroll to the bottom of the page to locate Email Sequence Defaults.
* There, you can select time zone in the dropdown menus:

<div>
  <iframe />
</div>


# Customize the mobile and desktop layout in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-your-mobile-and-desktop-layout-in-email-campaigns

Change the layout of an email based on the device contacts use to view it.

In the **Email Visual Editor**, you can change the layout of an email based on the device contacts use to view it.

<div>
  <iframe />
</div>

## Preview an email on different devices

At the top of the Email Editor page, you can choose which device you would like to view the email in as you edit:

<div>
  <iframe />
</div>

## Edit the desktop layout

### Edit the Desktop Layout

* In the sidebar, click a section.
* Locate the **Section Settings** header and click **Desktop Layout**.
* Customize the layout to the section.
* Click **Save** to keep your changes.

### Desktop layout

Customize the desktop layout by configuring the following features:

* **Hide Section**: This feature allows you to hide a specific section in the desktop view.
* **Desktop Section Padding**: Adjusting the padding shifts the content within the section to your desired appearance.
* **Width**: Adjust the width of the section. Use the format 540px or simply 540 to specify your desired width:

<div>
  <iframe />
</div>

## Edit the mobile layout

### Edit the Mobile Layout

* In the sidebar, click a section.
* Locate the **Section Settings** header and click **Mobile Layout**.
* Customize the layout to the section.
* Click **Save** to keep your changes.

### Mobile layout

<Note>
  **Note:**
  The Email Visual Editor is designed to arrange itself in a vertically stacked layout for optimal viewing on mobile devices. Optimize your mobile viewing experience by editing the mobile layout in your Visual Editor Settings and for each section.
</Note>

* **Hide Section**: This feature allows you to hide a specific section in the mobile view.
* **Mobile Section Padding**: Adjusting the padding within a section shifts the section to your desired appearance:

<div>
  <iframe />
</div>


# Delete an email from an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-delete-an-email-from-an-email-sequence

Remove an email from an Email Sequence.

Remove an email from an **Email Sequence** when it is no longer needed.

<div>
  <iframe />
</div>

## Delete an email from an Email Sequence

* Open the **Marketing** tab from your Dashboard.
* Then, select **Email Campaigns**.
* Choose the **Campaign** you want to edit.
* Inside the Email Sequence, select the **email** you wish to delete.
* In the editor of the specific email, scroll to the bottom right of the page and select **Delete**.
* Confirm that you want to delete this email:

<div>
  <iframe />
</div>


# Delete bounced email addresses
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-delete-bounced-email-addresses

Remove contacts with bounced emails to maintain mailing list reputation and email deliverability.

**Bounced emails** impact the reputation of your mailing list and can negatively affect email deliverability. Remove contacts with bounced emails to keep your list healthy.

<div>
  <iframe />
</div>

## Bounced vs. dropped

**Dropped emails** - Emails being sent to addresses already known to be invalid will be dropped. This can occur if multiple senders send to the same invalid address.

**Hard Bounced emails** - A permanent error that can be caused by invalid email addresses, disabled inboxes, or if a domain doesn't exist.

Because we know how important it is for your content to reach your subscribers' inboxes, Kajabi helps you manage your Hard Bounced contacts and [improve your email deliverability](../../marketing/email-campaigns/sender-reputation-guide) by automating the process of unsubscribing your Hard Bounced emails.

Learn more about [How Auto Unsubscribe Helps you Maintain a Healthy Mailing List](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list).

## Remove bounced email addresses

Although Kajabi helps you manage your Hard Bounced contacts by automatically unsubscribing them from your Email List, it's still best practice to occasionally clean up your List by removing Hard Bounced Emails yourself.

<Warning>
  **Important:**
  Avoid deleting contacts from your account by filtering your List to exclude certain contacts. Deleted contacts are **permanently** removed and cannot be recovered. If your contact has outstanding future payments (such as a recurring subscription), their future payment transactions will be canceled upon deletion. [Learn more](../../contacts/manage-your-contacts/apply-filters-to-your-contacts-tab)
</Warning>

### Remove contacts with hard bounced email addresses

* Open the **Contacts** tab from your Dashboard.
* Click into the **Segments** dropdown menu.
* Select **Hard Bounced**.
* Click the **Select All** checkbox.
* Then, open the **Bulk Actions** menu.
* Scroll to the bottom of the Actions menu and click **Delete**.
* At the prompt, review the warning that deleting contacts cannot be undone.
* Then, click **Permanently delete** to permanently remove your hard bounced contacts:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  As a safety feature, after bulk deletions, an email will be sent to you containing a link (active for 3 days only) to a downloadable CSV file listing all of your deleted contacts.
</Note>


# Disable an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-disable-an-email-sequence

Prevent further emails from being sent by disabling an Email Sequence and removing subscription triggers.

An **Email Sequence** is a series of emails sent with pre-set time intervals to contacts after they are subscribed to the sequence via trigger-based automation.

While an Email Sequence can be a crucial part of your web-based marketing strategy, there are times when you may want to disable the Email Sequence for some time, preventing further emails from being sent.

There are two steps to disabling an Email Sequence:

First, delete all subscription automation triggers. This prevents any future sign-ups for that Email Sequence.

Next, bulk unsubscribe your contacts from that Email Sequence. This prevents any further emails from being sent to those who were previously subscribed.

## Disable an Email Sequence

To delete all subscription automation triggers:

1. From the Kajabi Dashboard, select **Marketing** > **Email Campaigns**.
2. Click **Sequence**.
3. Select the **Email Sequence** you wish to edit.
4. Click **Subscribe Triggers** to view the subscribe triggers for that Email Sequence.
5. Select **Edit** next to the subscribe trigger.
6. Click **Delete**, then confirm you wish to delete that trigger.
7. Repeat this process for each subscribe trigger for that Email Sequence:

<div>
  <iframe />
</div>

To bulk unsubscribe contacts from an Email Sequence:

1. From the Kajabi Dashboard, select **Contacts** > **All Contacts**.
2. Click the **Select All** box to select all your contacts.
3. Use the **Bulk Actions** dropdown menu then choose **Unsubscribe from Email Sequence**.
4. Choose which **Email Sequence** you wish to unsubscribe your contacts from, then click **Submit**:

<div>
  <iframe />
</div>


# Edit the section background in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-edit-the-section-background-in-email-campaigns

Customize the background color of each section in your email using the Email Visual Editor.

The **Email Visual Editor** lets you customize the look and feel of every section of your email, creating a professional look to best represent your brand. Customize the background color of each of your sections to match your branding.

<div>
  <iframe />
</div>

## Edit the section background color

### Customize the section background color

1. Click the section you would like to customize.
2. Navigate to **Section Settings** in the Sidebar Editor and click the **Background** dropdown.
3. Input a Hex code, select and edit from your custom Color Scheme, or choose a color from the Color Wheel:

<div>
  <iframe />
</div>


# Edit Email Sequence settings
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-edit-your-email-sequence-settings

Access Email Sequence settings to configure the Internal Title, Unsubscribe Triggers, Sending Time, and Automations.

Configure your **Email Sequence** settings to manage the Internal Title, Unsubscribe Triggers, Sending Time, and Automations.

## Access Email Sequence settings

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select the Email Sequence you wish to edit.
4. Click **Settings** in the top navigation menu of the editor:

<div>
  <iframe />
</div>

## Define Email Sequence settings

**Email Sequence Details** - The Internal Title is only visible to you and your team to be used in your reports. Your email recipients cannot view your Internal Title.

**Email Sequence Exclude** - Specify the Offers or Forms that will unsubscribe your sequence subscribers when purchased or submitted.

**Sending time zone** - Configure the time zone in which the emails in this sequence will be sent out. [Learn more.](../../marketing/email-campaigns/how-to-customize-when-email-campaigns-are-sent#h_01EJEQ6G5A716HF2CFQXBCB321)

**Automations** - Create [Automations](../../marketing/automations/automations-overview) to trigger an action when the Email Sequence is completed.


# Edit Preview Text
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-edit-your-preview-text

Target messaging specific to the Preview Text that encourage email opens.

Encourage your email recipients to open your email by creating targeted messaging specific to the **Preview Text**. Edit the email Preview Text displayed, along with the sender Name and Subject line in a subscriber's email inbox.

## What is Preview Text?

**Preview Text** is a snippet of copy most commonly displayed beneath the sender Name and Subject line in a subscriber's email inbox. Depending on the recipient's email client, the Preview Text may appear next to the subject line:

<img alt="Preview Text Example" />

The goal of Preview Text is to capture a recipient's attention and interest, encouraging them to open an email.

## Edit Preview Text

<Note>
  **Note:** Preview Text edit is not available with the [Classic Editor](https://help.kajabi.com/../../marketing/email-campaigns/create-an-email-broadcast#h_75d4c608-8b44-47f2-988a-7893cb9a17a5).
</Note>

Customize Preview Text using the [Visual Editor](../../marketing/email-campaigns/email-visual-editor-templates) available in Email Campaigns.

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select the Email Campaign you wish to edit or [create an Email Campaign](../../marketing/email-campaigns/email-campaigns-overview).
4. In the Visual Editor, select recipients using **Filters** or **Segments**. [Learn more about contact segments](../../contacts/manage-your-contacts/segment-your-contacts).
5. Edit content to customize the **Internal Title**, **Subject**, and **Preview Text**:

<img alt="Edit Preview Text" />

## Personalize Preview Text

Personalizing emails improves your Click-to-Open Rate (CTOR). Use **liquid objects** to pull data from your contact information and personalize the Preview Text.

### Default liquid objects

\| **First Name:** `{{ first_name }}` | **Address Line 2:** `{{ address_line_2 }}` | | **Last Name:** `{{ last_name }}` | **Address:** `{{ address_line_1 }}` | | **Zip Code:** `{{ address_zip }}` | **Phone Number:** `{{ phone_number }}` | | **Country:** `{{ address_country }}` | **Email:** `{{ email }}` | | **State:** `{{ address_state }}` | **Name:** `{{ name }}` | | **City:** `{{ address_city }}` | |

Read [**Create and use liquid objects**](../../marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing) for more details.

## FAQs

### What is  Preview Text's character limit?

Like everything else with email, support for Preview Text varies. Kajabi gives the largest number of characters found to be displayed across email clients (**140 characters**), but remember, no two inboxes look the same. The number of characters displayed will vary based on your recipient's email client.

### What happens if you leave the Preview Text blank?

If you leave Preview Text blank, it will default to the recipient's email client settings. This means your recipient's email client may display the first few characters of text found in the body of the email in place of the custom Preview Text.

If you included the [View in Web Browser](https://help.kajabi.com/../../marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link) section in your Email Campaign and left the Preview Text blank, that link text may appear as the preview in some email clients.

### Is Preview Text available with the Classic Editor?

Preview Text is only available with the [Visual Editor](../../marketing/email-campaigns/email-visual-editor-templates) accessible in Email Broadcasts and Sequences. It is not available with the [Classic Editor](../../marketing/email-campaigns/create-an-email-broadcast#h_75d4c608-8b44-47f2-988a-7893cb9a17a5).

## Optimize Preview Text

### Second Subject Line

Think of Preview Text as a second chance to earn the open — use it to add context the Subject Line couldn't fit:

* Add specifics the Subject Line left out
* Tell recipients exactly what's inside
* Set clear expectations about the email's content

### Keywords

Keep your most important words at the start of your Preview Text. Many email clients cut it short, and the cutoff point varies. At the same time, write enough text to fill the full available space so no client displays an awkward gap or pulls in unintended content.

### Get creative

Don't repeat your Subject Line. Use the extra space to give recipients another reason to open.

* **Personalize it:** Use liquid objects to pull in contact data and tailor the Preview Text for each recipient.
* **Summarize the content:** Give recipients a quick sense of what they will find inside the email.
* **Reference your CTA:** Call out any important actions you want recipients to take.
* **Be honest:** Your Subject Line and Preview Text should work together to set accurate expectations. Never mislead recipients into opening an email.
* **Tease your content:** Highlight a detail or two that encourages recipients to keep scrolling once they open.


# Hide the view in web browser link
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link

Hide the link that lets recipients open your email in a separate browser window.

The **View in Web Browser** link is in the header of an email and lets recipients open it in a separate browser window.

### Hide the View in Web Browser link

1. Click on the **Settings** tab in the Editor.
2. Select **View in Web Browser**.
3. In the Desktop Layout and Mobile layout sections, select the box that reads **Hide Section on Desktop** or **Mobile**.

To prevent the "View in Browser" text from appearing in your Preview Text, see [**customize Preview Text**](../../marketing/email-campaigns/how-to-edit-your-preview-text). Leaving Preview Text blank lets the recipient's email client decide what to display, which may pull in that link text by default.

<Tip>
  **Tip:** The View in Web Browser link lets recipients open your email in a browser for the best viewing experience, and share it with others on social media or elsewhere.
</Tip>


# Link an image to a page in an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-link-your-image-to-a-page-in-an-email-sequence

Make an image in an Email Sequence clickable to link to a page.

Adding links to an email is a simple way to navigate a contact to your Website. Make an **image in an Email Sequence** clickable to link to a page.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This article refers to settings in an Email Sequence. If you are creating an Email Broadcast, refer to the guide on [adding and customizing images in Email Campaigns](../../marketing/email-campaigns/how-to-add-and-customize-your-image-in-email-campaigns).
</Note>

## Option 1. Link an image to a page using the Classic Editor

When you create an Email Sequence, you will have the option on the Template selection page to click a button to use the Classic Editor. Follow these steps if you are using the Classic Editor to create your Email Sequence:

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select an existing Email Sequence or create a [new one](../../marketing/email-campaigns/create-an-email-sequence).
4. Click the **title** of the Email you wish to edit or add a new email to your sequence.
5. In the Body of your email, click the **Upload Image** icon from the toolbar.
6. Upload an image into the file picker.
7. Select the image with your cursor, then click the **Insert/Edit Link** icon in the toolbar.
8. Add your desired URL and click **OK**.
9. Click **Save**:

<div>
  <iframe />
</div>

## Option 2. Link an image to a page using the Visual Editor

If you choose not to select the Classic Editor when creating an Email Sequence you will default to the Visual Editor. Follow these steps if you are using the Visual Editor to create your Email Sequence:

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select an existing Email Sequence or create a [new one](../../marketing/email-campaigns/create-an-email-sequence).
4. Click the title of the Email you wish to edit or add a new email to your sequence.
5. Click **Launch Email Editor** above the body of your Email to open the Visual Editor.
6. In the left sidebar of the Editor, click **Add Section**.
7. Select **Image**, and click **Add Image**.
8. Click **Select Image**, choose your image file, and **Save**.
9. Navigate to **Image Action** in the left sidebar and select **Go to a URL**.
10. Add your desired URL and click **Save**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  If you want to link to a page hosted on Kajabi, you can alternately select the Image Action of Go to a Landing Page, Go to a Sales Page, or Go to a Checkout Page and select your page from the dropdown menu instead of copying and pasting the URL.
</Tip>


# Manage and edit existing Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-manage-and-edit-existing-email-campaigns

Manage, edit, and view reports of existing Email Campaigns.

Manage, edit, and view reports of your existing **Email Campaigns**.

<div>
  <iframe />
</div>

## Edit

### Edit an Email Sequence

1. Open the **Marketing** tab from your Dashboard.
2. Click **Email Campaigns**.
3. Select the **Email Sequence** you want to edit:

<div>
  <iframe />
</div>

[Learn more about the settings you can update in your Email Sequence emails.](../../marketing/email-campaigns/create-an-email-sequence#h_7c527d7e-4be6-46e7-9b74-78ade9c5d094)

[Learn to convert your Email Sequence emails from the Classic Editor to the Visual Editor.](../../marketing/email-campaigns/how-to-convert-email-sequence-emails-from-classic-to-the-new-visual-editor)

<Note>
  **Note:**
  Emails cannot be sent retroactively. For example, if you add an email to your sequence to be sent on Day 6 of the sequence, but most of your subscribers are on Day 8 of the sequence, those subscribers will not receive the added email.
</Note>

### Edit an Email Broadcast

1. Open the **Marketing** tab from your Dashboard.
2. Click **Email Campaigns**.
3. If you have scheduled your Email Broadcast, first unschedule it by hovering over the Email Broadcast and then clicking **Unschedule**.
4. Select the **Email Broadcast** you want to edit:

<div>
  <iframe />
</div>

[Learn more about creating and editing your Email Broadcast.](../../marketing/email-campaigns/create-an-email-broadcast)

## Preview

### Preview an Email Broadcast scheduled for a future time

1. From the Email Campaigns page, locate the Email Broadcast you would like to preview.
2. Click the `...` menu icon to the far right of your Email title.
3. Select **View**:

<div>
  <iframe />
</div>

### Preview an email within an Email Sequence

1. From the Email Campaigns page, click on the Email Sequence you would like to preview.
2. Click on the title of the email you would like to preview within the chosen Email Sequence.
3. In the top menu, click **Preview In Browser**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  To send a test email to your admin email address, click into the email you wish to test and open the email editor. In the top menu, click **Send Test Email**.
</Tip>

## Duplicate

### Duplicate an existing Email Campaign

1. From the Email Campaigns page, locate the Email Broadcast or Sequence you'd like to duplicate.
2. Click the `...` menu icon to the far right of your Email title.
3. Select **Duplicate**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Duplicate a single email within your Email Sequence by copying and pasting the original email body copy into a new email within your Email Sequence.
</Tip>

## Delete

<Warning>
  **Important:**
  Deleting an Email Campaign cannot be undone.
</Warning>

### Delete an Email Campaign

1. From the Email Campaigns page, locate the Email Broadcast or Sequence you'd like to delete.
2. Click the `...` menu icon to the far right of your Email title.
3. Select **Delete**.
4. Confirm the removal of the Email Sequence or Email Broadcast by selecting **Delete** again:

<div>
  <iframe />
</div>

### Delete a scheduled, unsent Email Broadcast

In order to delete a scheduled, unsent Email Broadcast you must unschedule it first before deleting it:

1. From the Email Campaigns page, locate the Email Broadcast you'd like to delete.
2. Click the `...` menu icon to the far right of your Email title.
3. Select **Unschedule**.
4. Confirm the removal of the Email Sequence or Email Broadcast by selecting **Unschedule** again.
5. Go back to the `...` menu and select **Delete**.
6. Confirm the removal of the Email Sequence or Email Broadcast by selecting **Delete** again:

<div>
  <iframe />
</div>

## View reports

### View an Email Campaign Report

1. From the Email Campaigns page, locate the Email Broadcast or Sequence you'd like to view.
2. Click the `...` menu icon to the far right of your Email title.
3. Select **Report**:

<div>
  <iframe />
</div>


# Optimize images in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-optimize-images-in-your-email-campaigns

Optimize images in an Email Campaign to enhance the recipient email experience across devices.

The **Email Visual Editor** is designed to build responsive email content across both Desktop and Mobile devices. With highly-customizable visual editing, optimizing your images enhances the recipient email experience across devices.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  When building your Email Campaign, we recommend changing your view with the triangle in the bottom right corner to ensure optimal email viewing for your recipients on Desktop and Mobile devices.
</Tip>

## View on different devices

### Mobile

The Email Visual Editor uploads your images to be responsive when viewed on different devices. This means that when your recipients view your Email Campaign on a Mobile device, your images will be displayed in full width. However, you may wish to adjust the sizing of your image when viewed on a Mobile device according to your design vision.

To customize the sizing of your image when viewed on a Mobile device:

1. Navigate to the top toolbar and click the **Mobile** icon.
2. Locate the Image section you wish to customize and click **Edit**.
3. In the sidebar, click **Mobile Layout**.
4. Configure your **Padding Mobile** to stretch or shrink your image when viewed on a Mobile device.
5. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Logo Image is the only image that will not change to full width when your email is viewed on Mobile.
</Note>

### Desktop

The Email Visual Editor empowers you to control not only the Mobile view, but the Desktop view as well. By default, your preview will be set to view on Desktop, but we recommend switching between the views while editing to ensure the best results for your recipients on any device.

To customize the sizing of your image when viewed on a Desktop device:

1. Navigate to the top toolbar and click the **Desktop** icon.
2. Locate the Image Section you wish to customize and click **Edit**.
3. In the sidebar, click **Desktop Layout**.
4. Configure your **Padding Desktop** to stretch or shrink your image when viewed on a Desktop device.
5. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Optimize for different email clients

Email clients vary when it comes to displaying emails.

This can mean that different email clients will display your email up to a certain size.

Most commonly, when an email is larger than the email client supports, it will include a button at the bottom of the email allowing the recipient to "View Full Email" when clicked.

To ensure that your entire email is displayed without this button, we recommend keeping the size of your email to a minimum.

One method of minimizing your email size is by compressing your images.

### Image size

Compressing your images (i.e. reducing the file size while maintaining the image quality) is always the best practice when it comes to uploading images to your site and emails.

However, we have built into the Email Visual Editor a feature to automatically resize your images when uploaded into your Email Campaigns.

When uploading your image into the file picker of an Image Section, the image will compress down to, at most, 1280px wide while keeping the original aspect ratio (width vs. height) of the image:

<div>
  <iframe />
</div>

Although the Email Visual Editor makes it simpler to optimize your email for varying email clients, we always recommend compressing your images.

### Compress images

Compressing your image sizes can greatly enhance user experience for both your emails and your pages. We recommend utilizing free image compression tools like [ImageOptim](https://imageoptim.com/howto) or [imageresizer.com](https://imageresizer.com/compress-images):

<img alt="Image Compression Tool" />

Image compression apps are also available for both Mac and Windows devices. We recommend finding an image compressor that works best for you and utilizing it to optimize the images for your site and your emails.


# Optimize font size in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-optimize-your-font-size-in-email-campaigns

Configure font sizes in an Email Campaign across desktop and mobile devices for the best reading experience.

Customizing your **font size** can be accomplished within the Text Box field. However, we recommend utilizing the Heading sizes to adjust your font size and have more control over the font size across desktop and mobile devices.

<div>
  <iframe />
</div>

## Optimize font size

Adjust your font size to optimize the appearance of your email content across devices.

### Change the heading size of the font

1. Hover over the Text Section you wish to customize and click **Edit**.
2. Navigate to the sidebar and highlight the text you want to edit.
3. Click the **Header** dropdown menu.
4. Select the Header size you wish to use.
5. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Configure the font size for the chosen heading size for both desktop and mobile

1. Navigate **back** to the main sidebar editor.
2. Click **Settings** in the top menu:

<img alt="Settings Menu" />

## Change the font size for desktop

### Desktop font size

1. Scroll down to the Desktop Font Sizes Section.
2. Locate the Heading size you selected (for example, h6).
3. Click the dropdown menu and select the pixel size for the Heading font size when viewed on a desktop device.
4. Click **Save** to apply and keep your changes.
5. Refer to your preview to see your font size as it would appear on a desktop device:

<div>
  <iframe />
</div>

## Change the font size for mobile

### Mobile font size

1. Adjust your view to mobile by clicking the **Mobile** icon found in the top toolbar.
2. Navigate to the Mobile Font Sizes Section.
3. Locate the Heading size you selected (for example, h6).
4. Click the dropdown menu and select the pixel size for the Heading font size when viewed on a mobile device.
5. Click **Save** to apply and keep your changes.
6. Refer to your preview to see your font size as it would appear on a mobile device:

<div>
  <iframe />
</div>

## Preview font size on different devices

1. Navigate to the top toolbar to select a device view.
2. Select **MOBILE** to see your font size as it would appear on a mobile device.
3. Select **DESKTOP** to see your font size as it would appear on a desktop device.
4. Once you have configured your font according to your email design vision on both mobile and desktop devices, click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Optimize the Video section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-optimize-your-video-section-in-email-campaigns

Use the Video Section to create an image that links to a video in an email.

Adding a **Video Section** in an Email Campaign is a great way to link to a video in order to implement a fluid transition from email to landing page for your contacts.

<div>
  <iframe />
</div>

## Video section best practices

The Email Visual Editor provides you with the tools to create content in your emails to engage your recipients.

The Video Section elevates the experience by providing a user-friendly feature for linking an image within your email to your video.

Optimizing your Video Section ensures that the image in your Email Campaign leading to a video is clearly defined as a clickable image, regardless of your recipient's email client.

Learn more about the list of [supported email clients](https://themes.kajabi.com/changelog/email-themes/encore#supported-email-clients).

## Edit the video section for best results across email clients

To ensure the best results across email clients:

1. Use image editing tools like [canva.com](https://www.canva.com/) to add a Play button symbol to your image:

<div>
  <iframe />
</div>

2. In the Video Section of your Email Visual Editor, upload your edited image. Read [Add a Video in Email Campaigns](../../marketing/email-campaigns/how-to-add-a-video-section-in-email-campaigns) for details:

<div>
  <iframe />
</div>

3. Paste the link to your Video in the Video URL text box.
4. Click **Save**.

<Tip>
  **Tip:**
  Upload your video to a page and link your Video URL to your page. Read [Copy a Page Link](../../website/pages/how-to-copy-your-page-link) for details.
</Tip>


# Organize content with folders
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-organize-your-content-with-folders

Organize Email Campaigns with Kajabi Folders to improve your systems and manage content efficiently.

Organize your Email Campaigns with **Kajabi Folders**. With custom folders you can create, manage, and organize your emails to improve your systems and manage your content efficiently.

## Kajabi Folders

Organize your email content into tidy folders with Kajabi Folders. With these custom folders, you can group your Email Campaigns tailored to your business needs to help you stay organized.

## Create a folder

### Create a Kajabi Folder for Email Campaigns

1. Open the **Marketing** tab from your Dashboard.
2. Click **Email Campaigns**.
3. Open the **Folders** tab from the Email Campaigns top menu:

<img alt="Folders Tab" />

4. Click **New folder**.
   If you have created a folder previously, you can select the **New folder** button from the top-right:

<img alt="New Folder Button" />

5. Enter your folder title.
6. Click **Save** to create your folder:

<img alt="Save New Folder" />

## Manage folders

### Add to folders

To add emails to a folder:

1. Navigate to the **All emails** tab within Email Campaigns:

<img alt="All Emails Tab" />

2. Select the emails you want to add to your folder.
3. Click **Add to folder**:

<img alt="Add to Folder" />

4. Select your desired folder and click **Save**:

<img alt="Select Folder" />

### Remove from folders

To remove emails from a folder:

1. Navigate to the **Folders** tab within Email Campaigns:

<img alt="Folders Tab" />

2. Select the folder containing the emails you want to remove.
3. Select the emails you want to remove from your folder.
4. Click **Remove from folder**.
5. Complete the prompt to confirm by clicking **Remove**:

<img alt="Remove from Folder" />

<Note>
  **Note:**
  Removing emails from a folder will not permanently delete your email campaigns. The emails will still be accessible through the "All emails" tab.
</Note>

### Rename folders

To rename folders:

1. Navigate to the **Folders** tab within Email Campaigns.
2. Locate the folder you wish to rename.
3. Select the `…` menu.
4. Click **Rename** folder.
5. Enter your new folder title.
6. Click **Save** to keep and apply:

<div>
  <iframe />
</div>

### Delete folders

To permanently remove folders:

1. Navigate to the **Folders** tab within Email Campaigns.
2. Locate the folder you wish to delete.
3. Select the `…` menu.
4. Click **Delete folder**.
5. Click **Delete** to confirm removal of the folder permanently:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Permanently removing folders will not delete your email campaigns contained in the folder. The emails will still be accessible through the "All emails" tab.
</Note>


# Personalize Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-personalize-your-email-campaigns

Connect with email recipients by personalizing Email Campaigns with liquid objects.

Connect with your email recipients by personalizing your **Email Campaigns**. Address your recipients by name or any custom field by pulling information from their form submissions.

## Personalize marketing emails with liquid objects

Use Kajabi's supported liquid objects to personalize your email campaigns to each individual recipient based on the data stored in their [Contact Profile](../../contacts/manage-your-contacts/how-to-manage-your-contacts-profiles).

### Personalize an email campaign

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns**.
3. Select an existing email campaign or create a one.
   (In this example we will edit an Email Sequence).
4. Navigate to the body of your email and select **Edit content** or click **Launch Email Editor**.
5. Open your Text Block with the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview) or click into your text editor with the classic editor.
6. Click the **Personalize** dropdown menu in the toolbar.
7. Select from the supported liquid objects (e.g., First Name).
   To create custom liquid objects, follow the guide: [**Create and use Liquid Objects in Email Marketing**](../../marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing).
8. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn how to send an email to a single contact](../../marketing/email-campaigns/how-to-send-an-email-to-a-single-contact).


# Rearrange a section in Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-rearrange-a-section-in-email-campaigns

Rearrange and reorder sections in Email Campaigns with the Email Visual Editor.

Rearrange and reorder the **sections** in your Email Campaigns with the Email Visual Editor to create an easily consumable flow for your email recipients.

<div>
  <iframe />
</div>

## Rearrange sections

1. Click the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select the email you wish to edit.
4. Hover over the body of your email and click **Edit content**.
5. In the sidebar editor, click and hold `=` next to your Section title and drag the Section to your desired location.
6. Release the Section and click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Remove a subscriber from an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-remove-a-subscriber-from-an-email-sequence

Manually remove a subscriber from an Email Sequence to maintain a healthy mailing list.

Having a healthy mailing list is essential to your success in Email Marketing and one of the easiest ways to guarantee a clean list is by unsubscribing inactive **subscribers**.

<div>
  <iframe />
</div>

## Remove a subscriber from an email sequence

### Remove a subscriber

1. Open the **Marketing** tab from the Dashboard.
2. Select **Email Campaigns**.
3. Choose an existing **Email Sequence**.
4. Click **Subscribers**.
5. Find the contact you would like to remove then click **Unsubscribe**.
6. Confirm the Unsubscribe:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Unsubscribing a contact from an Email Sequence will remove the contact from the specific email sequence, not your general mailing list. If your contact remains subscribed in your Contacts tab, you will still have the ability to send Email Campaigns to their email address.
</Note>


# Remove text formatting with the Clear Formatting button
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-remove-text-formatting-with-the-clear-formatting-button

Remove unwanted text formatting with a single click using the Clear Formatting button.

Remove unwanted **text formatting** in your Email or Web Page with a single click using the Clear Formatting button.

<div>
  <iframe />
</div>

## What is text formatting?

Text formatting controls the visual appearance of your text, such as the color of the text, whether it appears as italicized or bolded, and more.

Behind the scenes, formatting is controlled by HTML and CSS code. But unless you're updating your text source code in the Code Editor, you may not know which types of formatting have been applied:

<img alt="Source Code Example" />

This can be especially problematic when you copy and paste text from another source like a Google or Word document, or an external website or email platform. When you copy the text, you might also copy the formatting code. This can cause your text to render differently in the pasted location.

## Remove formatting from text

The Clear Formatting button in the Kajabi Text Editor enables you to remove unwanted formatting from your text with a single click:

<img alt="Clear Formatting Button" />

### Web Page text

**To clear the formatting from Web Page text:**

1. Select the **Website** tab from the Dashboard.
2. Select either **Website Pages** or **Landing Pages**.
3. Open the Page where you want to unformat your text.
4. Navigate to your Text Block and click **Edit**.
5. In the sidebar Text Editor, select the text you want to unformat.
6. Click the **Clear Formatting** button.
7. Click **Save** to apply your changes:

<div>
  <iframe />
</div>

### Email text

**To clear the formatting from Email text:**

1. Select the **Website** tab from the Dashboard.
2. Select the **Marketing** tab.
3. Open the Email where you want to unformat your text.
4. Navigate to your Email Content and click **Edit content**.
5. Navigate to your Text Section and click **Edit**.
6. In the sidebar Text Body Editor, select the text you want to unformat.
7. Click the **Clear Formatting** button.
8. Click **Save** to apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Clear Formatting button is only available in the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview). You will not see this feature if you create your Email using the Classic Editor.
</Note>


# Remove a logo from Email Campaigns
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-remove-your-logo-from-your-email-campaigns

Remove the Company Logo from the top of Email Campaigns.

Remove the **Company Logo** from the top of your Email Campaigns when it is no longer needed or you want a cleaner email design.

<div>
  <iframe />
</div>

## Remove the logo from email campaigns

1. Open the **Settings** tab from your Dashboard.
2. Select **Marketing Settings**.
3. Scroll down to the Logo section and click **Remove**.
4. Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Resend Email Broadcasts to unopened contacts
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-resend-email-broadcasts-to-unopened-contacts

Resend emails to contacts who have not opened an email broadcast to boost engagement.

Encourage your email recipients to open your **Email Broadcast** by resending emails to contacts who have not opened your latest email broadcast.

## Resend emails

Even the best emails sometimes go unread. That's why Kajabi gives you the power to resend emails to those who didn't open them the first time.

Resending your broadcasts to non-openers can give your audience another chance to see your information, boost audience engagement, and let you optimize your message by updating the subject line, preview text, or body copy.

<Note>
  **Note:**
  To protect your email sender reputation, resending an email is not available for email broadcasts with less than a 20% open rate and is only available to established senders. Once Kajabi has identified your site as an established sender, the feature will be available on your account.
</Note>

## Resend an email broadcast

1. Navigate to the **Marketing** tab from your Dashboard.
2. Open **Email Campaigns**.
3. Click the `…` icon to open **more options for an email broadcast that has been sent**. This option will be available 48 hours after the original email was sent, up until three months after the original email was sent.
4. Select **Resend to unopened**:

<img alt="Resend to Unopened Option" />

5. Follow the prompts to edit your email broadcast.

<Note>
  **Note:**
  You do not have to edit your email. Continue through the prompts to keep your original email copy/designs.
</Note>

6. Schedule your resend:

* Send right now
* Schedule for later

Your Email Broadcast will then be resent to the contacts that did not originally open the broadcast at your desired send time.

## FAQs

### Can I resend to recipients who opened the original email but did not click?

No. However, you can manually create a segment for recipients who did not click and send the email to your created segment.

### What types of emails can be resent?

Email Broadcasts that have been sent.

### What types of emails cannot be resent?

Anything other than Email Broadcasts that have been sent.

### Can I save the resent email as a draft?

No, resent emails cannot be saved as a draft. However, if you leave the page, your email will be in a "draft" state and you can resume from where you left off.

### Can I resend to recipients who did not open the resent email?

No, you can only resend an Email Broadcast once after the original email has been sent.


# Send an email to a single contact
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-send-an-email-to-a-single-contact

Send an Email Broadcast to a single contact using a custom segment filter.

Send an **Email Broadcast** to a single contact by creating a custom segment filter with their email address.

## Email Broadcasts

To send an email to a single contact, you will need to use Kajabi's Email Broadcasts.

Email Broadcasts are a type of marketing email on Kajabi commonly used as Email Blasts, Newsletters, or individually crafted emails sent to a specified audience.

Build and design your Email Broadcasts with the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview) or the Classic Editor to reach your audience and grow your brand.

[Learn to create an Email Broadcast](../../marketing/email-campaigns/create-an-email-broadcast#h_75d4c608-8b44-47f2-988a-7893cb9a17a5).

<Tip>
  **Tip:**
  To send an email to a contact, that contact must be subscribed to your marketing emails. If they are not subscribed you will not be able to send that contact an email. Learn more about [subscription status.](../../contacts/manage-your-contacts/what-does-the-subscription-status-mean)
</Tip>

## Send an Email Broadcast to a single contact

1. Open the **Profile** of the contact you wish to email in your Contacts tab.
2. Copy their email address from the email field:

<img alt="Copy Contact Email Address" />

3. Open the **Email Broadcast** that you wish to send to that contact (if it has already been created) or create an Email Broadcast.
4. Click **Select Recipients**:

<div>
  <iframe />
</div>

5. On the **Select Recipients** screen, under "Who will receive this broadcast?" open the **dropdown menu**.
6. Click **Custom Segment**.
7. Open the **Select Filter** dropdown menu.
8. Select **Email Contains** under "Default Field Filters".
9. Paste your chosen contact's email address in the empty field box. Your custom filter should look similar to the image below:

<img alt="Select Single Contact Filter" />

10. After adding your selected contact, click **Apply**:

<img alt="Apply Filter" />


# Set up an automation using a link in an email
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-set-up-an-automation-using-a-link-in-an-email

Initiate an action after a link is clicked in an Email Campaign using Automations.

Initiate an action after a link is clicked in an Email Campaign to add a tag, send an email with a special coupon inside, or grant a free offer. The possibilities are broad when using **Automations**.

<div>
  <iframe />
</div>

## Set up an automation for an Email Broadcast

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select the **Email Broadcast** you wish to automate or create one.
4. Navigate to the bottom of the Email Editor and click **+ Add Automation**.
5. In the **When** dropdown menu, select **Link in email broadcast is clicked**.
6. Select the link from the **Any link in the email** dropdown.
7. In the **Then** dropdown menu, select the action you want to occur after the link has been clicked by the reader of the email.
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Set up an automation for an Email Sequence

1. Open the **Marketing** tab from the Dashboard.
2. Click **Email Campaigns**.
3. Select the **Email Sequence** you wish to automate or create one.
4. Locate the Email in your sequence you wish to customize and click **+ Add Automation**.
5. In the **When** dropdown menu, select **Email sequence email is clicked**.
6. Select the link from the **Any link in the email** dropdown.
7. In the **Then** dropdown menu, select the action you want to occur after the link has been clicked by the reader of the email.
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** If you have access to Advanced Automations, you can also create the Automation from the Automations tab under Marketing.
</Tip>


# Subscribe contacts to an Email Sequence after completing a sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-subscribe-contacts-to-a-new-email-sequence-after-completing-a-sequence

Automatically subscribe contacts to another Email Sequence when they complete one.

**Email Sequences** are an effective approach to marketing a product or offer. Subscribing a contact to another Email Sequence after completing one keeps customers engaged and informed on what's next with your business.

## Subscribe to an Email Sequence after completing another

1. Open the **Marketing** tab from the Dashboard.
2. Click the **Sequence** tab in Email Campaigns.
3. Edit an existing **Email Sequence** or [create one](/articles/marketing/email-campaigns/create-an-email-sequence).
4. Click **Settings**.
5. Scroll down to **Automations**.
6. Create an Automation that will subscribe to an Email Sequence when the **Email Sequence is completed**.
7. Select the Email Sequence your contacts will be subscribed to after completing the sequence.

<div>
  <iframe />
</div>


# Subscribe contacts to an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-subscribe-contacts-to-an-email-sequence

Subscribe contacts to Email Sequences manually or with the power of Automations.

Contacts can be subscribed to your **Email Sequence** with the power of Automations or by manually adding contacts to your sequence.

<div>
  <iframe />
</div>

An Email Sequence is an email or a sequence of multiple emails that can be set to send automatically to subscribers after an action has been completed, like filling out a form, purchasing an offer, completing a product, etc. [Learn more about email campaigns](/articles/marketing/email-campaigns/email-campaigns-overview).

With [Automations](../automations/automations-overview), your contacts can subscribe to your Email Sequences by performing an action (e.g., form submission, offer purchase, event registration).

Setting up a subscribe trigger for your Email Sequence is the most common way to subscribe to an Email Sequence on Kajabi.

However, as an admin of your site, you may wish to manually subscribe existing contacts from your contacts tab to your Email Sequence.

This can be accomplished by performing a bulk action from your contacts tab to easily subscribe multiple contacts to your Email Sequence.

[Learn to create an Email Sequence.](/articles/marketing/email-campaigns/create-an-email-sequence)

<Note>
  **Note:** Unsubscribing a contact from an Email Sequence will remove the contact from the specific Email Sequence, not your general mailing list. If your contact remains subscribed in your Contacts tab, you will still have the ability to send email campaigns to their email address. If your contact resubscribes to the Email Sequence, they will not receive any emails from the sequence.
</Note>

## Automated subscribe

On Kajabi, Automations can be used to translate an action into a subscription to your email campaign.

In order to begin sending emails from your Email Sequence, an automation is required to include an **Add Trigger** that will subscribe contacts to your Email Sequence.

[Learn about Automations.](../automations/automations-overview)

The subscribe trigger is an action specified to trigger a specific response.

For Email Sequences, an add trigger is used to subscribe a contact to the Email Sequence after the specified action occurs.

For example, you can set your subscribe trigger to subscribe contacts to your Email Sequence when an "Offer is purchased".

### Create an add trigger

1. Open the Email Sequence editor by selecting the Email Sequence you wish to edit.
2. Select **Subscribe Trigger**.
3. Click **Add Trigger** to create your Email Sequence subscribe trigger.

In this example, when a contact purchases the specified offer they will be subscribed to the Email Sequence:

<div>
  <iframe />
</div>

Similarly, with Automations, you can unsubscribe a contact from an Email Sequence after a specified action.

Use the **Unsubscribe Trigger** to automatically unsubscribe a contact from the Email Sequence after your specified action has occurred.

For example, you can select "if a Contact has been inactive for 30 days" to automatically unsubscribe inactive contacts from your sequence.

## Manual subscribe

Manually subscribe existing contacts to your Email Sequence with bulk actions in your Contacts tab.

### Manually subscribe contacts to a specific Email Sequence

1. Open the **Contacts** tab from the Dashboard.
2. Select the names of the contacts you wish to subscribe.
3. Click **Bulk Actions**.
4. Select **Subscribe to Email Sequence**.
5. Select the Email Sequence you wish to subscribe your contacts to when prompted.
6. Click **Submit**.

<div>
  <iframe />
</div>

<Note>
  **Note:** If you have selected contacts that have not subscribed to receive your [marketing emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails), they cannot be manually subscribed to your Email Sequence. Use [Automations](#automated-subscribe) or a [Form](../forms/create-and-build-your-form) to allow your contacts to subscribe to your marketing emails.
</Note>


# Test send emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-to-test-send-your-emails

Send test emails to yourself to review and edit email campaigns before sending them to recipients.

**Email campaigns** are crucial for communicating with your contacts. Sending test emails to yourself allows you to review and edit email campaigns before sending them to your list.

## Preview email

Previewing your email campaign can provide you with a quick sneak peek as to the look and feel of your campaign.

However, we highly recommend testing your email campaign to get the most accurate feel for the delivery and appearance of your emails when your contacts subscribe to your list.

<Note>
  **Note:** Sending a preview email from your admin account may not include all personalized content such as event names, dates, times, and locations. Various links may also be inactive, including the View in Web Browser link.
</Note>

<Tip>
  **Tip:** For the most accurate test of your email's content and links, skip to [Test Email](#test-email) instead.
</Tip>

1. From the Dashboard, click **Marketing.**
2. Click **Email Campaigns.**
3. Select your **Email Broadcast** or **Email Sequence** you want to preview.

<Frame>
  <img alt="Broadcastseq" />
</Frame>

Learn more about [email broadcasts and email sequences](/articles/marketing/email-campaigns/email-campaigns-overview).

### Email Broadcast

To edit and preview an Email Broadcast:

1. Hover over the email preview design and click **Edit content** to use the **Visual Editor.**
2. After customizing your email broadcast, you can **send a test email** to preview the broadcast from your customer's perspective.
3. To send a test, click **Send Test Email**.
4. Confirm the email address you would like your test email to be sent to or enter your desired test email address.
5. Click **Send Preview**.

<Frame>
  <img alt="Prevbroad" />
</Frame>

### Email Sequence

To edit and preview an Email Sequence:

1. Click on the email title of the sequence to preview and edit.
2. Hover over the email preview design and click **Edit content** to use the **Visual Editor.**
3. After customizing your email broadcast, you can **send a test email** to preview the broadcast from your customer's perspective.
4. To send a test, click **Send Test Email**.
5. Confirm the email address you would like your test email to be sent to or enter your desired test email address.
6. Click **Send Preview**.

<Frame>
  <img alt="Prevseq" />
</Frame>

## Test email from a form

If your email recipients are subscribed to your email campaigns through different methods (such as automations you set up with the completion of courses, offers purchased, and more) simply follow the steps your visitors will experience leading up to receiving your emails.

For this example, test your email for those submitting a form to subscribe to your list:

1. From the Dashboard, click **Website.**
2. Click the **Page** containing your opt-in form to subscribe your visitors to your email campaign.
3. Click the **more actions (...)** icon to the right of your page title.
4. Select **Copy URL** to copy the link for the page containing your opt-in form.

<div>
  <iframe />
</div>

5. Open an incognito window in Chrome or a Private window in Safari or clear your cache and cookies.
6. Paste your page link into the address bar.
7. Enter a different email address to complete your opt-in form.

<div>
  <iframe />
</div>

8. Navigate to your email inbox and take a look at your tested email.

<Tip>
  **Tip:** To test without creating a new email account, add a "+" symbol to your existing email address (for example, [johndoe@gmail.com](mailto:johndoe@gmail.com) becomes [johndoe+test@gmail.com](mailto:johndoe+test@gmail.com)). This sends the test to your normal inbox. If you don't see the test email, make sure the address you used is subscribed to your email list. If you are using Double Opt-In, confirm the subscription by clicking the link in the confirmation email first.
</Tip>

## Troubleshoot email sequences not sending

If your test email or sequence is not delivering as expected, check the following:

1. **Contact is not subscribed to marketing emails.** Email Sequences only send to contacts with an active subscription status. If a contact is unsubscribed, opted out, or not confirmed, they will not receive sequence emails. Check the contact's subscription status in the **Contacts** tab.[ Learn more about subscription statuses.](https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber)
2. **No automation is triggering the sequence.** Contacts must be subscribed to the sequence through a Form submission, Automation, or manual action. If no trigger is set up, contacts will never enter the sequence. [Learn how to set up automations](https://help.kajabi.com/articles/marketing/automations/understanding-automation-components).
3. **Email was added to the sequence retroactively.** If you add a new email to an active sequence, contacts who have already passed that send day will not receive it. Only new subscribers entering the sequence after the email was added will receive it.
4. **Emails are landing in spam.** Your emails may be delivering but going to the recipient's spam or promotions folder. Improve your sender reputation by connecting a custom email domain. [Learn how to improve email deliverability.](https://help.kajabi.com/articles/marketing/email-campaigns/best-practices-to-improve-deliverability-of-your-email-newsletters)
5. **Double opt-in confirmation not completed.** If your form uses Double Opt-In, the contact must click the confirmation link in their email before they are subscribed and can receive sequence emails.[ Learn more about subscription statuses](https://help.kajabi.com/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber).
6. **Marketing Settings are incomplete.** Your From Name, From Email, and Marketing Contact Address must be filled out in your Marketing Settings. If the Marketing Contact Address is missing, your emails will not include a footer address as required by anti-spam laws, which can prevent delivery. From the Dashboard, click **Settings**, then click **Marketing Settings** to review and complete these fields. [Learn how to customize your Marketing Settings](https://help.kajabi.com/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings).


# Understand Email Sequence change impacts
Source: https://help.kajabi.com/articles/marketing/email-campaigns/how-will-changes-to-my-email-sequence-impact-my-subscribers

Learn how editing an active Email Sequence affects existing and future subscribers differently.

Changes to an existing, active **Email Sequence** (one with current subscribers) impact subscribers differently depending on when they subscribed.

<Tip>
  **Tip:** Set up and finalize your Email Sequence before adding subscribers to ensure that the emails in your sequence are sent to all your sequence subscribers exactly as you intend.
</Tip>

## Existing subscribers

Existing subscribers already subscribed to your Email Sequence will only receive changes to **existing emails** in your sequence if they have not yet reached the sending day of the updated email.

<Important>
  **Important:** Emails added to a sequence cannot be sent retroactively to existing subscribers.
</Important>

For example, if you created an Email Sequence with three emails sent on days 3, 5, and 7, and you later decided to add an email to be sent on day 6 of the sequence, that email will only be sent to subscribers who have not yet passed day 6.

## Subscribers added after changes

Subscribers added after changes to your Email Sequence will receive updates/changes to your Email Sequence moving forward:

* [Added email to the sequence](https://help.kajabi.com/hc/en-us/articles/360037477793)
* [Edited existing email](/articles/marketing/email-campaigns/create-an-email-sequence)
* [Updated email settings in the sequence](/articles/marketing/email-campaigns/how-to-edit-your-email-sequence-settings)

We recommend setting up your Email Sequence before adding subscribers to ensure that any changes you wish to make are finalized for all subscribers in your sequence.


# Convert classic Email Broadcasts to the Visual Editor
Source: https://help.kajabi.com/articles/marketing/email-campaigns/if-i-have-email-broadcasts-created-with-the-classic-email-editor-can-i-convert-them-to-the-new-visual-editor

Understand the limitations of converting Email Broadcasts between the classic and Visual editors.

Not at this time. Once an email is created with the classic or **Visual Editor**, that email format is uniquely linked to its respective editor and the formatting available within each.

We recommend sending existing, planned broadcasts in their current format and creating Email Broadcasts with the Visual Editor if you desire more styling and content options.


# Missing editor section types or features
Source: https://help.kajabi.com/articles/marketing/email-campaigns/im-not-seeing-some-of-the-new-editor-section-types-or-features-am-i-missing-something

Understand why some editor features may not appear when editing existing email campaigns.

The **visual email editor** is continuously enhanced with features and section types added on occasion.

When you edit an **existing** email campaign (or copy one), you will see the editor and its features as they existed at the time you created the email.

This is done to maintain backward compatibility. To use the latest feature set, create an email campaign. [Learn more](email-campaigns-overview#email-broadcast)


# Template text that cannot be changed
Source: https://help.kajabi.com/articles/marketing/email-campaigns/im-using-one-of-the-templates-but-i-cant-change-some-of-the-text-because-its-part-of-an-image-is-that-right

Understand why some template text appears as part of an image and how to work around it.

The **email visual editor** contains a lot of rich section types to make emails more aesthetic and attractive.

However, some highly graphical effects can only be achieved by making the text part of an image, which requires specialized tools.

The templates are not only a starting point but also serve as inspiration for your email design while giving you the flexibility and the freedom to truly make your emails your own.

For those cases, we recommend using tools like [canva.com](https://www.canva.com/) and bringing the results back into your email as images.


# Lightning Broadcast FAQs
Source: https://help.kajabi.com/articles/marketing/email-campaigns/lightning-broadcast-faqs

Get answers to common questions about Lightning Broadcast and faster email delivery.

**Lightning Broadcast** makes sending broadcasts significantly faster by bundling email messages into batches.

## How does Lightning Broadcast work?

Prior to Lightning Broadcast, emails would pass through our mail provider one message at a time, which gave us the opportunity to increase its efficiency.

Lightning Broadcast means we can "bundle" email broadcast messages into batches of 1,000.

So, instead of passing emails to our mail provider individually, we can pass them in big bundles.

For example, for a broadcast sent to 5107 recipients, instead of passing 5107 individual messages to our mail provider, Lightning Broadcast means that we pass just 6 bundles (5 \* 1,000 + 1 \* 7).

This results in significant efficiency gains.

What this means for you is that your email broadcasts are even better for lists of all sizes, from small to very large.

## Are all my emails delivered super fast now?

Since the volume of emails from broadcasts is the highest (sequences and other sources usually only generate "one-off" emails), the speed optimizations we've done are currently limited to email broadcasts.

## Does the faster delivery impact the open rate, categorization as spam, bounce rate, etc.?

Lightning Broadcasts change the way your emails are delivered to our mail provider. This means that your email performance metrics should not be impacted by Lightning Broadcasts.


# Manage Email marketing categories
Source: https://help.kajabi.com/articles/marketing/email-campaigns/manage-email-marketing-categories

Give contacts the choice to opt out of specific email types instead of unsubscribing from everything.

<Info>
  **Beta:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting, the feature has not been made available to your account yet. Check back at a later time to try the new experience.
</Info>

**Email marketing categories** let you organize Email Broadcasts and Sequences into five distinct types. Instead of a single all-or-nothing unsubscribe, contacts can opt out of the email types they don't want while staying subscribed to the ones they do.

When you create an Email Broadcast or Sequence, you select one of the following categories. Only contacts subscribed to that category receive the email.

| Category             | What it includes                                                                                                                       |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| General Marketing    | Sales, discounts, promotions, and general updates on products you may be interested in                                                 |
| Product Information  | Announcements and updates about products you have access to                                                                            |
| Event Information    | Announcements and reminders about events, webinars, and live sessions. Event emails are always assigned to this category automatically |
| Responsive Marketing | Follow-up emails based on actions you've taken (e.g., signing up for a free resource or expressing interest in a product)              |
| Notifications        | Reminders, check-ins, and other updates                                                                                                |

<Warning>
  **Warning:** **Warning:** Enabling email marketing categories is **<u>permanent</u>**. This ensures that each contact’s individual category preferences are always respected going forward. Once enabled, it **cannot** be turned off. \
  \
  All existing contacts subscribed to marketing emails will be automatically subscribed to all five categories.

  Any existing scheduled Email Broadcasts and Sequences will be assigned to the **General Marketing** category. Automation emails are always  assigned to the **General Marketing** category. Event emails are always assigned to the **Event Information category**.

  Once an email has been sent, its category **cannot** be changed.
</Warning>

<br />

## Enable Email marketing categories

<Note>
  **Note:** If you created your account after this feature launched, **Email marketing categories** are already active — no action is needed.
</Note>

Before enabling Email marketing categories, click **Assign categories to your existing emails** to re-categorize unsent Email Broadcasts, as well as currently running or unsent Email Sequences.

If you have multiple sites, you can switch between sites and apply your selections across all of them at once.

Any existing unsent emails left unchanged will default to **General Marketing.**

To enable Email marketing categories:

1. From the Dashboard, navigate to **Settings** > **Marketing settings**.
2. Locate the **Email marketing categories** section.
3. Review the description and click the **toggle** to enable.

<Frame>
  <img alt="Email Marketing Categories" />
</Frame>

<br />

## **Assign a category to an email**

### **Email Broadcasts**

1. From the Dashboard, navigate to Marketing > **Email Campaigns.**
2. Click **+ New Email Campaign** to create a new Email Broadcast or open an existing one.
3. On the **Select recipients** screen, locate the **What type of email marketing is this?** section.
4. Select a category from the list.
5. The subscriber count will update to reflect only contacts subscribed to that category.

<Frame>
  <img alt="Marketing Category Broadcasts" />
</Frame>

<Note>
  **Note:** Once an Email Broadcast has been sent, its category is locked and cannot be changed.
</Note>

### **Email Sequences**

1. From the Dashboard, navigate to **Marketing** > **Email Campaigns.**
2. Click **+ New Email Campaign** to create a new email sequence or open an existing one.
3. On the email sequence home page, locate the **What type of email marketing is this?** section. This section also appears on the **Subscribers** tab.

Select a category. **General Marketing** is selected by default.

<Frame>
  <img alt="Marketing Categories Sequences" />
</Frame>

<Note>
  **Note:** The category can only be set before any email in the Sequence has been sent. After the first send, the category is locked.
</Note>

<br />

## **How contacts manage their preferences**

### **Email footer link**

Marketing emails will contain either an **Unsubscribe** or a **Manage your email preferences** link in email footers depending on the editor used. When a contact clicks it, they see a preference page where they can:

* Toggle individual categories on or off
* See which category the email they clicked from belongs to
* Unsubscribe from the individual Email Sequence
* Unsubscribe from all marketing emails at once using the master toggle

<Frame>
  <img alt="Manage Email Marketing Categories" />
</Frame>

If a member returns to an email where they previously unsubscribed and clicks on the same link, they will be able to modify their preferences again.

<Note>
  **Note: Unsubscribe** appears in emails that use the Visual Editor. Marketing emails that use the Classic Editor have a link that says **Manage your email preferences**.
</Note>

### Member settings

The **Member settings** page, where contacts manage notification preferences, also includes the marketing email category toggles, giving contacts another way to manage their subscriptions.

<Note>
  **Note:** The notification preferences page is automatically translated to match the language your site is configured to use.
</Note>

<br />

## **Contact profile and Marketing status changes**

### Marketing status

With **Email marketing categories** enabled, a contact's marketing status can display as:

| Status                | Meaning                                            |
| --------------------- | -------------------------------------------------- |
| Subscribed            | Subscribed to all five categories                  |
| Partially subscribed  | Subscribed to some categories but not all          |
| Not subscribed        | Unsubscribed from all five categories individually |
| Manually unsubscribed | Unsubscribed by an Admin                           |
| Unsubscribed          | Contact unsubscribed themselves                    |
| Never subscribed      | Contact has never been subscribed                  |

### Contact profile detail

On a contact's profile, the **Info** section now shows each of the five categories with their individual subscription status and the date they initially subscribed to marketing updates.

## **Filter and segment by category**

### **Contact segments**

The **Email Marketing Subscribed** segment includes both fully and partially subscribed contacts.

### **Contact filters**

Filter by **Marketing Category Status** to see the contacts within a given category. The options per category are:

* **Subscribed:** Contacts currently subscribed or not subscribed to that category
* **Opted out**: Contacts who opted out of that category within the selected time frame
* **Can be subscribed:** Contacts who are eligible to be subscribed to that category

<Frame>
  <img alt="Marketing Categories Contact Filters" />
</Frame>

<br />

## **Bulk actions for category unsubscribes**

1. From the Dashboard, navigate to **Contacts**.
2. Select the contacts you want to update.
3. Open the **Bulk Actions** menu and locate the **Marketing Consents** section.

Select **Unsubscribe from \[category name]** for the desired category.

<Frame>
  <img alt="Marketing Categories Bulk Actions" />
</Frame>

### **Upload contacts with category preferences**

When uploading contacts via CSV, the upload flow includes subscription options for each of the five categories in addition to the overall marketing email subscription.

If the **Subscribe to marketing emails** checkbox is unchecked, all five category checkboxes are automatically unchecked and disabled.

<Frame>
  <img alt="Marketing Categories Upload Contacts" />
</Frame>

### **Add a single contact with category preferences**

When adding a single contact from the **Contacts** page, you can set their subscription status for each of the five categories individually.

<Frame>
  <img alt="Marketing Categories Single Contact" />
</Frame>

<br />

## **FAQs**

### **Can I turn off Email marketing categories after enabling them?**

No. Enabling Email marketing categories is a one-way change. Reverting would require collapsing individual category preferences back into a single setting, which could result in contacts being unsubscribed from emails they still want to receive.

### **What happens to my existing contacts when I enable this feature?**

All contacts currently subscribed to marketing emails are automatically subscribed to all five categories. All contacts unsubscribed to marketing emails are automatically unsubscribed to all five categories. Their experience doesn't change until they choose to manage their preferences.

### **What happens to my existing scheduled emails?**

All existing scheduled Email Broadcasts, Email Sequences are assigned to the General Marketing category. Automations emails will also be sent via the General Marketing category, and Event emails will always be sent via the Event Information category.

### **Can I change the category after an email has been sent?**

No. Once any email within an Email Broadcast, Email Sequence, or Event action has been sent, the category is locked and cannot be changed.

### **Do contacts choose categories when they subscribe?**

No. When a contact subscribes, they are automatically opted in to all five categories. Category-level preferences are managed through the preference page only.

### **Does this affect Newsletters?**

No. Newsletters have their own separate subscription management and are not part of email marketing categories.

### **Does this affect transactional emails?**

No. Transactional emails, such as receipts and app notifications, are not marketing emails and are not affected by this feature.

### **How does the "Manage Your Email Preferences" link work?**

The link replaces the previous **Unsubscribe** link in email footers. It opens a preference page where contacts can toggle individual categories on or off, or unsubscribe from all marketing emails at once.

### **What happens when a contact subscribes to email marketing through an offer?**

When a contact subscribes to email marketing when purchasing an offer, they are automatically opted in to all five categories. There is no category-level section when going through an offer's checkout.

The contact can then update their email preferences in their Member settings page.


# Improve sender reputation
Source: https://help.kajabi.com/articles/marketing/email-campaigns/sender-reputation-guide

Build and maintain a strong email sender reputation for better deliverability.

A simple way to demonstrate **sender reputation** is to think of it like a credit score.

Just like the process of a car dealership checking your credit score before financing a vehicle, mailbox providers (i.e., Gmail, Hotmail, Yahoo, etc.) will review your sender reputation.

Furthermore, similar to how credit bureaus rate you on your credit history, email service providers (ESPs) rate you based on your list acquisition and maintenance practices, the content you send, and your recipient engagement. This rating is your sender reputation.

Having a good sender reputation will skyrocket both your **delivery** and **deliverability** rates.

**You may be asking yourself... what's the difference?**

**Delivery rate** counts the number of emails successfully delivered, divided by the number of emails sent.

**Deliverability rate** is the number of emails that successfully reach the inbox, divided by the number of emails sent.

The goal is to have the highest deliverability rate possible, giving you higher probabilities of your contacts opening and reading your mail.

## Mailing list hygiene

The leading cause of a low Click to Open Rate (CTOR) is an unclean, outdated mailing list.

Keeping your list clean and healthy will improve your sender reputation, and in return, increase your deliverability rate.

Here's how to make sure your mailing list is helping your reputation as a sender.

### Offer a double opt-in subscription

The number one rule of growing an organic contact list is using a double-opt-in form. Acquiring contacts through your own opt-in is vital to holding a good sender reputation. By confirming their agreement to join your mailing list, your contacts also signal to the ESPs that your emails are wanted.

[Learn how to use double-opt-ins](../forms/how-to-set-up-a-form-with-double-opt-in)

### Manage inactive or bounced contacts

To improve your sender reputation, we recommend unsubscribing contacts who aren't responding or interacting with your emails after 180 days. ISPs take interaction, such as opens or clicks, as a positive sign, which improves the sender's reputation. Because it is important for your content to reach your subscriber's inbox, Kajabi helps you manage your bounced contacts and improve your email deliverability by automating the process of unsubscribing your bounced email recipients. Learn more about [how auto unsubscribe helps maintain a healthy mailing list](../../contacts/manage-your-contacts/how-auto-unsubscribe-helps-you-maintain-a-healthy-mailing-list).

[Learn how to manage your contacts to nurture a healthy list](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)

## Content

ESPs will flag emails with "spammy" content. Here is a list of rules to follow to improve your email deliverability.

### Personalize emails

Address the recipient by name and be sure the content reflects the recipient's specific interests or usage patterns.

#### Personalize an email sequence with a first name

1. Open the **Marketing** tab from your Dashboard.
2. Select **Email Campaigns**.
3. Select an existing email sequence or [create one](/articles/marketing/email-campaigns/create-an-email-sequence).
4. Navigate to the body of your email.
5. Open your Text Block with the [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview) or click into your text editor with the classic editor.
6. Click the **Personalize** drop-down menu in the toolbar.
7. Select **First Name**.
8. Click **Save**.

<div>
  <iframe />
</div>

### Text-to-image ratio

In email marketing, using a combination of text and images will make your emails look professional, showcase your brand, and captivate your audience. Nonetheless, too many images and text links can trigger spam flags. To optimize deliverability, use both text and HTML, or text only.

Unfortunately, because ESPs consider many factors when calling out spam, there is not a clear boundary for the text-to-image ratio except this: 100% image(s) + 0% text = low deliverability. However, Kajabi has got you covered with many email templates.

[Learn how to access and use the Email Broadcast templates](/articles/marketing/email-campaigns/email-visual-editor-templates)

### Avoid promotional text

If you take a moment to look through the Spam/Junk folder in your email, you will notice some consistencies in the content and language of the email subject lines. Many headlines will be in all caps or contain lots of numbers or link shorteners. Using gimmicky promotional text such as "Buy Now!" or "Free!" are major spam flags. Try to avoid using all caps or excessive exclamation marks.

[Learn the best practices for your email subject lines](/articles/marketing/email-campaigns/best-practices-for-email-subject-lines)

### Identify who is sending the email

Make sure each email has a valid reply-to address, as well as a valid physical postal address. Not only will this validate your authenticity, it will give you the ability to encourage your subscribers to engage. Engagement will help raise your reputation as a sender and additionally help nurture a relationship with your subscribers.

## Consistency

Consistency is an essential element of your sender reputation. If there are any unexpected changes to the way you're sending mail, ESPs will potentially mark your messages as spam. Here are some tips for keeping your sending habits consistent.

### Quantity

While it's normal for your list size to fluctuate, avoiding large spikes in sending volume is essential to maintaining your sender reputation. For example, if you've been regularly sending to 100 subscribers, jumping to 2,000 subscribers at once will trigger ESPs. As a rule, you can double your sending volume every week as long as you have good engagement.


# Avoid spam traps
Source: https://help.kajabi.com/articles/marketing/email-campaigns/spam-traps-what-are-they-and-how-to-avoid-them

Understand what spam traps are, the types that exist, and how to keep your email list clean to avoid them.

**Spam traps** are email addresses used to identify senders who are not using list management best practices. This article explains what spam traps are, how to avoid them, and what happens if you encounter one.

## What is a spam trap?

A spam trap is an email address used to identify unsolicited emails, also known as spam. Spam traps are typically set up by email providers, Internet Service Providers (ISPs), and anti-spam organizations.

A spam trap will look like a legitimate email address, but it doesn't belong to a real person.

This means they cannot be used for any kind of communication and cannot opt-in to any mailing lists. Therefore, if you have run into a spam trap, you need to do a better job maintaining a healthy list or start following the rules of permission-based email marketing.

## Two types of spam traps

### Recycled

Recycled spam traps are email addresses that were once valid, but are no longer in use, and then reactivated by anti-spam organizations to catch senders who are sending to old or inactive email lists.

If you have run into a recycled spam trap, chances are you have a few old and abandoned email addresses in your list.

Even if you're following the rules of permission-based email marketing, it is possible to run into a recycled spam trap every once in a while, so try to keep your subscriber lists clean and updated.

### Pristine

Pristine spam traps are email addresses that have never been used for communication and are specifically set up to catch spammers who are harvesting email addresses from the internet.

## What happens to email reputation when you hit a spam trap

Sending to spam traps can have a negative impact on your sending reputation and future email deliverability. When you hit a spam trap it is flagged as spam and the sending IP address and domain may be added to a block list.

If listed, future emails will not reach recipients' inboxes. This will lead to decreased open rates and click-through rates.

Additionally, sending to spam traps can damage your sending reputation, making it harder for your legitimate emails to reach the inbox even if you are not blocklisted.

## Avoid spam traps

The best advice we can offer is to follow our guides on email list hygiene and best practices with email marketing:

* [Email list hygiene](/articles/marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists)
* [Sender reputation guide](/articles/marketing/email-campaigns/sender-reputation-guide)

## What Kajabi does when you run into spam traps

* When the Email Deliverability & Compliance (EDC) team is alerted to someone sending to recycled spam traps they will reach out to discuss list management best practices.
* When EDC is alerted to someone sending to a pristine spam trap they will reach out to provide guidance on required actions to prevent email suspension.
* Excessive or repeated spam trap hits can lead to email suspension for a sender.


# Understand the Gmail Promotions tab
Source: https://help.kajabi.com/articles/marketing/email-campaigns/understanding-the-gmail-promotions-tab

Learn how Gmail categorizes promotional emails and how this may affect the delivery of marketing messages.

The **Gmail Promotions tab** is a standard placement for marketing messages and can support strong engagement when used effectively. Sending relevant content, maintaining good deliverability practices, and understanding subscriber behavior can help improve performance in this inbox category.

When a Gmail user has the tabbed inbox enabled, Gmail may sort messages into five categories:

* Primary
* Social
* Updates
* Forums
* Promotions

The Promotions tab includes marketing content such as:

* Newsletters
* Discounts
* Sales announcements
* Product updates
* Other commercial offers

Gmail [identifies](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers) this tab as the place for "deals, offers, newsletters, and other call to action emails."

[Emails in the Promotions tab are not marked as spam](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers). These messages are still delivered to the inbox, but Gmail places them into a category that helps users manage marketing content.

## Why emails appear in the Promotions tab

Gmail uses automated machine learning systems to determine where each message belongs. Several factors may influence tab placement:

* [The sender and sending infrastructure](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers)
* [The content and formatting of the email, including templates, images, and promotional language](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers)
* [How subscribers interact with previous messages, such as opens, clicks, or moving messages into a different tab](https://www.getresponse.com/blog/gmail-promotions-tab)
* [The volume and reputation of your sending domain](https://captainverify.com/blog/why-my-emails-landing-promotions-tab)

At this time, [there is no guaranteed way](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers/) to force a promotional message into the Primary tab.

## Is the Promotions tab harmful?

Not necessarily. Gmail users still receive your email in their inbox, and many users check the Promotions tab regularly.

Research shows that:

* About 79.7 percent of Gmail users with tabs enabled check the Promotions tab weekly
* [About 51 percent check the Promotions tab daily](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers/)

[Users who browse the Promotions tab](https://www.litmus.com/blog/how-to-utilize-gmail-promotions-tab) may also be in a shopping mindset and more open to commercial messages.

## Optimize for the Promotions tab

### Use a clear sender name

[Choose a sender name that subscribers can easily recognize.](https://www.litmus.com/blog/how-to-utilize-gmail-promotions-tab)

### Focus on valuable and relevant content

Create content that is helpful, well-designed, and timed appropriately to encourage engagement.

### Monitor subscriber actions

If subscribers frequently move your messages to the Primary tab, Gmail may adjust placement based on that behavior.

### Consider using Gmail annotations

[Annotations](https://developers.google.com/gmail/promotab/overview) can display product images, discount codes, ratings, and other promotional details within the inbox preview.

## Improve deliverability

To improve overall deliverability, consider the following:

* [Authenticate your sending domain with SPF, DKIM, and DMARC](https://fundamental.marketing/email-deliverability/how-to-avoid-the-gmail-promotions-tab-in-2025-your-essential-guide/)
* Segment your list to send relevant content to engaged subscribers
* Avoid attempts to disguise promotional emails as personal messages
* Encourage subscribers to add your email address to their contacts if they want messages in the Primary tab
* Monitor open rates, click rates, and other key metrics to identify performance changes

## FAQs

### Will my emails get fewer opens in the Promotions tab?

Not always. Many Gmail users check the Promotions tab regularly, and [some data](https://www.emailonacid.com/blog/article/email-marketing/gmail-promotions-tab-is-it-really-that-bad-for-marketers/) suggests they may be more likely to take action on promotional content.

### Can I force Gmail to place my emails in the Primary tab?

No. [Gmail determines placement automatically for each user.](https://www.getresponse.com/blog/gmail-promotions-tab) You can recommend moving your messages manually, but you cannot control the tab Gmail selects.

### Is the Promotions tab the same as spam?

No. [The Promotions tab is part of the inbox.](https://www.litmus.com/blog/how-to-utilize-gmail-promotions-tab) Spam is separate and contains unwanted or harmful messages.


# Marketing and transactional emails
Source: https://help.kajabi.com/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails

Learn the difference between marketing and transactional emails to send compliant, appropriate emails to your recipients.

Understanding the difference between **marketing emails** and **transactional emails** is critical for complying with commercial email laws like the CAN-SPAM Act of 2003 and the General Data Protection Regulation (GDPR).

## Why it matters

Understanding the difference between your marketing and transactional emails is necessary for complying with commercial email laws and avoiding hefty penalties for violating them.

According to the [CAN-SPAM Act of 2003](/articles/marketing/email-campaigns/what-is-can-spam), transactional emails are exempt from most provisions of the CAN-SPAM Act.

The main differentiating factor is the primary purpose of the email:

* **Commercial content** – promotes or advertises a commercial product or service, including content from a website with a commercial or marketing purpose
* **Transactional or relationship content** – facilitates an agreed-upon transaction, or updates or notifies customers about an ongoing transaction

If the message contains commercial or marketing content, its primary purpose is commercial and it must comply with the requirements of the CAN-SPAM Act.

If it contains only transactional or relationship content, its primary purpose is transactional or relationship. In that case, it may not contain false or misleading routing information but is otherwise exempt from most provisions of the CAN-SPAM Act.

### CAN-SPAM Act resources

Read more about what the Federal Trade Commission (FTC) has to say about the CAN-SPAM Act in their CAN-SPAM Act: A Compliance Guide for Business.

This information is provided as a resource, but it is not to be used as legal advice. We encourage you to consult legal counsel in your area to learn how various anti-spam regulations and laws may apply to your organization.

## Marketing and transactional emails on Kajabi

The following sections define what marketing emails and transactional emails mean on Kajabi.

### Marketing emails

Marketing emails on Kajabi are promotional emails sent to your email list subscribers.

Marketing emails include:

* [Email Broadcasts](/articles/marketing/email-campaigns/create-an-email-broadcast)
* [Email Sequences](/articles/marketing/email-campaigns/create-an-email-sequence)
* [Event Emails](../events/how-to-create-an-event)

If your contacts are not subscribed, have unsubscribed, or have not approved their receipt of your marketing emails, they will not receive these types of emails.

[Learn how customers can update their email preferences.](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences)

### Transactional emails

Transactional emails on Kajabi include any email built for the purpose of sending a transactional message.

Transactional emails should not contain any marketing or commercial content in order to comply with commercial email laws like the CAN-SPAM Act.

Looking to change your transactional email sender information? [Learn how to update your transactional email sender information.](../../account-settings/notifications/how-to-change-your-transactional-email-sender-information)

#### System generated emails (Email Templates)

System generated emails are emails sent out regardless of whether or not your users are subscribed to your marketing emails as they alert them to an action that has occurred within the app. For example, if a purchase is confirmed, product access has been granted, and more.

[Learn how to edit the auto-generated email templates sent by your site](../../account-settings/notifications/edit-automated-email-notifications) to edit your system-generated emails.

<img alt="System generated emails" />

#### Notification emails

* Send an email in Automations. Read [Automations overview](../automations/automations-overview) for more details.

<img alt="Notification emails" />

<Note>
  **Note:**
  [Product Announcements](../../products/courses/send-a-product-announcement) and [Offer Grant Emails](../../account-settings/notifications/edit-automated-email-notifications) are separate emails that are considered marketing emails that your customers can manually unsubscribe from within their [customer email notification settings](../../contacts/manage-your-contacts/how-your-customers-can-update-their-email-preferences).
</Note>

## FAQs

### Why aren't my customers receiving emails?

If your customers report missing emails, try these initial steps:

* Check the **Contacts** tab to ensure their email address is valid
* Check if they are subscribed to marketing emails by opening their contact inside your **Contacts** list (this only applies if the missing email was a marketing email specifically)
* Ask the customer to check their spam and junk folders

*Disclaimer: This article is not legal advice for your company to use in complying with commercial email laws like the CAN-SPAM Act or the GDPR. Instead, it provides background information to help you better understand these laws and how it applies to your Kajabi account. We insist that you consult legal counsel in your area to learn how various anti-spam regulations and laws may apply to your organization. In a nutshell, you may not rely on this as legal advice or as a recommendation of any particular legal understanding.*


# Inactive and active status in an Email Sequence
Source: https://help.kajabi.com/articles/marketing/email-campaigns/what-does-the-inactive-and-active-status-in-an-email-sequence-refer-to

Understand what active and inactive subscriber statuses mean in email sequences.

You can locate the **Status** of each email sequence subscriber in the **Subscribers** section of your email sequences:

* **Active** refers to the contacts who are subscribed to the sequence.
* **Inactive** refers to contacts who have unsubscribed from the sequence.

<div>
  <iframe />
</div>


# Understand the email unsubscribe link
Source: https://help.kajabi.com/articles/marketing/email-campaigns/what-does-the-unsubscribe-link-in-my-email-unsubscribe-my-recipients-from

Learn what happens when recipients click the unsubscribe button in email campaigns.

If a recipient clicks the **unsubscribe button** pre-built into your email campaigns, the contact will be unsubscribed from receiving all future marketing emails.

This includes:

* [Email Broadcasts](/articles/marketing/email-campaigns/create-an-email-broadcast)
* [Email Sequences](/articles/marketing/email-campaigns/create-an-email-sequence)
* [Event Emails](../events/how-to-create-an-event#h_e4cebd7a-b885-4d71-a551-3e48e8e43733)

## Locate the unsubscribe button

Your recipients can unsubscribe from your marketing emails at the top and bottom of your email campaign:

Top of email with sender information:

<img alt="Unsubscribe at top of email" />

Footer of email with business information:

<img alt="Unsubscribe at footer of email" />

Looking to unsubscribe contacts from a specific email sequence while maintaining their subscription to your other marketing emails? [Learn more.](/articles/marketing/email-campaigns/how-to-create-an-unsubscribe-from-email-sequence-link)


# What is CAN-SPAM?
Source: https://help.kajabi.com/articles/marketing/email-campaigns/what-is-can-spam

Learn about the CAN-SPAM Act and how to ensure email campaigns comply with these regulations.

The **CAN-SPAM Act** is a law governing commercial email that you should understand for compliance purposes. Keep in mind this article and other materials posted on our website are offered for informational purposes only and are not intended to constitute legal advice.

## What is CAN-SPAM?

The **[CAN-SPAM Act](https://www.ftc.gov/enforcement/statutes/controlling-assault-non-solicited-pornography-marketing-act-2003-can-spam-act)** (**C**ontrolling the **A**ssault of **N**on-**S**olicited **P**ornography **A**nd **M**arketing Act of 2003) is a law set for commercial email that establishes the requirements for commercial messages and gives recipients the right to unsubscribe or opt-out of commercial emails as well as defining the penalties for any violation of the Act.

The Bureau of Consumer Protection reports that CAN-SPAM doesn't strictly apply to bulk email.

In fact, "It covers all commercial messages, which the law defines as 'any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service,' including email that promotes content on commercial websites. The law makes no exception for business-to-business email."

Although CAN-SPAM applies to all commercial messages, it exempts transactional and relationship messages.

Understanding CAN-SPAM can benefit your path to compliance for your business.

Learn more about marketing (commercial) and transactional emails in Kajabi by reading [the difference between marketing and transactional emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails) to better recognize the emails that must comply with CAN-SPAM.

## What does this mean for you?

Although email regulations vary by country, the emails you send through Kajabi must comply with the **U.S. CAN-SPAM Act**, even if your business is located outside the United States.

Depending on the location of both your business and your contacts, you may be subject to additional regulations.

It is your responsibility to determine whether any other laws or regulations, including international laws, apply to you or the emails you send through Kajabi.

Essentially, this means your commercial (or marketing) emails must comply with the CAN-SPAM Act.

We will briefly cover the rules you need to follow according to CAN-SPAM, but in a nutshell, your emails must comply in three main areas:

* The option to **unsubscribe**
* Transparent **content**
* Honest **sending behavior**

These laws and requirements were put in place to protect consumers, but by staying compliant you can also create a relationship built on honesty and transparency between you and your customers.

And the cherry-on-top is an increased likelihood of your emails successfully delivering to your recipients (versus ending up in someone's spam or junk folder).

**Before we move on to the rules for CAN-SPAM compliance, let's talk about the penalties for non-compliance with the CAN-SPAM Act.**

The Federal Trade Commission (FTC) states that "**each separate email** in violation of the CAN-SPAM Act is subject to penalties of up to \$43,280 \[...]" and "may give rise to additional fines."

Now that we understand the gravity of violating CAN-SPAM, let's go over how to comply with the CAN-SPAM Act.

## Rules for CAN-SPAM compliance

To stay on the path to CAN-SPAM Compliance, it is crucial to understand the rules of CAN-SPAM. Read more about what the Federal Trade Commission (FTC) has to say about the CAN-SPAM Act in their [CAN-SPAM Act: Compliance Guide for Business](https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business).

### Things to do

* **Do include your postal address.** Your email must display your current, valid physical business address in your marketing emails. This can be your current street address, a Post Office box, or even a private mailbox registered with a commercial mail receiving agency established under Postal Service regulations. This is enforced in Kajabi to help you comply with CAN-SPAM by requiring you to complete your Marketing Settings before creating Email Campaigns. Simply click your Settings tab and open your [Marketing Settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings).
* **Do honor opt-out requests promptly.** Compliance with the CAN-SPAM Act means honoring your recipient's request to unsubscribe within 10 business days. Kajabi automatically honors this request if your recipient chooses to unsubscribe or change their email notification settings. This rule also means you can't 1) charge a fee, 2) require the recipient to give you any personally identifying information beyond an email address, or 3) make recipients take extensive steps other than responding to an email or visiting a single page on a website as a condition for honoring an opt-out request.
* **Do use transparent "From," "To," and "Reply to" language.** Your email "From" and "Reply-To" information must accurately identify the person or business initiating the email message. Learn to [configure your Email Settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings) in Kajabi.
* **Do monitor what others are doing on your behalf.** Ensure that you and those you work with are complying with CAN-SPAM. It is ultimately your responsibility to ensure that your marketing emails comply.

*Disclaimer: This article and other materials posted on our website is offered for informational purposes only and is not intended to constitute legal advice. Do not rely on the information found here without consulting a licensed attorney in your location for your specific circumstances. It is ultimately your responsibility, and you hereby release Kajabi from all responsibility, to determine the laws or regulations, including international laws, applicable to you and your business. It is always best to be familiar with ALL laws, rules, regulations, and legislation that may be applicable to you and your recipients' country/region.*


# macOS Monterey and iOS 15 email privacy update
Source: https://help.kajabi.com/articles/marketing/email-campaigns/what-you-need-to-know-about-the-monterey-os-12-and-apple-ios-15-email-privacy-update

Understand how Apple Mail Privacy Protection affects email open tracking and adapt your strategy.

At Apple's Worldwide Developers Conference in June, Apple announced a rollout of privacy features. One of the most pertinent features is **Mail Privacy Protection**. This update lets people opt in to mail privacy features that block third parties from tracking email opens or other IP data.

In the past, data from an email was automatically loaded when the email recipient opened the email and downloaded the email's images. A hidden tracking pixel is included within this data which allows your email service providers (ESPs) to see that the email was opened.

With Mail Privacy Protection, Apple Mail will preload images and content of emails — including the tracking pixel — regardless of if the recipient actually opened the email or not. This means that Apple Mail will over-report open rates which will make 'Opens' a less reliable metric since true open rates for emails cannot be effectively tracked.

## How Apple Mail Privacy Protection impacts Heroes

Any Heroes that leverage email marketing, with Kajabi's email marketing tool or another, will need to adjust how they view the performance of email campaigns.

This change will not affect all of your contacts - rather, just the ones that are using Apple Mail. However, Apple Mail is roughly 31% of the email provider market share globally, so this likely is a significant subset of your contacts.

If a recipient is using the Apple Mail app, opens will not be tied to actual user engagement. The impact will vary based on your audience. The expected impact is as low as 4% and high as 54% based on industry, according to Mailgun.

The mail client is the key thing to remember, regardless of if the email is opened on an Apple device like an iPhone, iPad, iMac, or Macbook.

Examples:

* If a recipient is using a Gmail email but has it connected to Apple Mail, and opted in for privacy, the open metric is impacted.
* If a recipient uses an iCloud email address, such as the @me.com, @icloud.com, or @mac.com domains, but uses a browser such as Google Chrome, these opens may not be over-reported.
* It will not be possible for email marketing providers to distinguish between real and false-positive opens. But, opens were never totally accurate and thus not an ideal metric to evaluate email performance on. Other companies will likely follow Apple's lead in consumer privacy, so it's a good idea to adapt.

## What Kajabi is doing in response

The iOS 15 update over-reports email opens, making the open rate metric inflated. A filter for Email Activity: 'was clicked' is available, allowing Heroes to segment contacts that have clicked an email within the last 90 days. A Click Report is also available to help shift the focus to clicks, without having to set up automations to track them.

## Adapt to the changes from Apple

You may want to start analyzing your email performance now and reframe it in a way where you move away from email open rate as your most important metric.

Clicks can be a great indicator of email performance, and optimizing your Calls to Action can be a strategy to maximize email performance.

You may also consider setting up automations based on clicks if you use multiple CTAs in an email. Check out the steps to [set up an automation using a link in an email](/articles/marketing/email-campaigns/how-to-set-up-an-automation-using-a-link-in-an-email). This way, you don't rely on opens for your automations and risk misunderstanding how engaged a contact is with your content.

Like other recent user privacy updates that impact business owners, this is a good reminder that the field of marketing is always changing. It's always a good idea to diversify your marketing strategy and the ways in which you communicate information to your potential, current, and past customers. Email is still a valuable communication tool, but perhaps you could dedicate resources to sharing important information on your social channels where you can get other analytics about viewership.


# Email Sequence email templates
Source: https://help.kajabi.com/articles/marketing/email-campaigns/whats-new-with-email-sequences-email-templates

Explore the updates available for Email Sequences and automated email templates on Kajabi.

With the improvements to **Email Sequences** and automated email templates, you can improve subscriber experience with marketing emails and establish your brand with the automated emails sent by Kajabi.

## Customize Email Sequences

Enable custom send times per email in Email Sequences and send multiple emails on the same day. [Learn to customize email send times.](/articles/marketing/email-campaigns/how-to-customize-when-email-campaigns-are-sent)

<Note>
  **Note:**
  Email Sequences cannot send multiple emails set to send on Day 0 (i.e., immediately after subscribing to the sequence). If you wish to send multiple emails on the same day, you will need to set your send time for a future date.
</Note>

<img alt="Custom send times" />

## Establish brand with automated email templates

Establish brand loyalty and recognition by adding a logo to the automated emails sent by Kajabi when a transaction occurs and display a button with your brand colors for the primary links in auto-generated email templates. [Learn to add a brand logo and colors to email templates.](../../account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates)

<img alt="Brand logo in email templates" />

<Note>
  **Note:**
  Any accounts created after March 7th will have buttons in [most of the auto-generated email templates](../../account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates#h_01GTVQVCKK7A1EEBT81VMMRVMG) along with any existing accounts that have not customized the auto-generated email templates. Accounts created before March 7th with customized auto-generated email templates will not display a button to protect customizations. [Learn to add a button to automated email templates.](../../account-settings/notifications/how-to-add-your-brand-logo-and-colors-to-the-auto-generated-email-templates#h_01GTVQVCKK7A1EEBT81VMMRVMG)
</Note>

[Learn more about the automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications).


# Troubleshoot emails after connecting a custom domain
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-are-my-emails-not-sending-or-receiving-after-i-connect-my-custom-domain

Resolve common email sending and receiving issues after connecting a custom domain to Kajabi.

Experiencing issues sending and receiving emails after connecting your **custom domain** to Kajabi? This article helps you troubleshoot common issues with email sending.

<div>
  <iframe />
</div>

## Troubleshoot email sending

If you're having trouble sending and receiving emails from your webmail address after connecting your custom domain to Kajabi, you may need to manually add your MX records from your email service provider (e.g. Google Workspace, etc.) to your DNS Settings on Kajabi.

Before we dive into troubleshooting, let's talk about when this issue can occur.

<Note>
  **Note:**
  If you didn't have a webmail provider (i.e. Google Workspace, Office 365) before going through the setup on Kajabi, this issue will not apply to you because Kajabi's built-in custom email domain feature only lets you send Kajabi marketing emails.
</Note>

So, what exactly is a webmail provider? Webmail is a system for email that can be accessed through any web browser connected to the internet. Popular webmail services include Gmail, Outlook, and Yahoo Mail.

Webmail providers use MX records to determine how to send and receive your emails.

If you're using a webmail service and you're experiencing issues sending and receiving emails after connecting your custom domain to Kajabi, you may need to manually add your MX records from your webmail service to your DNS Settings on Kajabi:

<img alt="MX Records" />

## What are MX records?

An MX record specifies which mail server is responsible for receiving emails at a given domain.

When the MX records are missing in the Domain Name System (DNS) settings, emails can no longer find the correct destination.

If you're experiencing issues sending and/or receiving emails after connecting your custom domain to Kajabi, you may need to retrieve your MX records from your Email Service Provider (ESP).

<Note>
  **Note:**
  Propagation can take up to 48 hours for MX records.
</Note>

## Add MX records to Kajabi

When adding your webmail MX records to your DNS Settings on Kajabi, you'll need the following three items:

* Name
* Mail Server
* Priority

For this guide, we'll use Google Workspace as an example for the settings needed for the MX records:

| Name | Mail Server             | Priority |
| ---- | ----------------------- | -------- |
| @    | aspmx.l.google.com      | 1        |
| @    | alt1.aspmx.l.google.com | 5        |
| @    | alt2.aspmx.l.google.com | 5        |
| @    | alt3.aspmx.l.google.com | 10       |
| @    | alt4.aspmx.l.google.com | 10       |

If you're using a different Email Service Provider, your MX records will differ from the example above.

Access your MX records by logging into your ESP account. Then, copy and paste your records into your DNS Settings on Kajabi.

### Add MX records to DNS Settings on Kajabi

1. Click the **DNS Settings** link in the upper left corner of your Domain Settings page.
2. In your DNS Settings, click the **+ Custom Record** button in the upper right corner of the page.
3. Select **MX Record**.
4. Add your values for the Name, Mail Server, and Priority.

<div>
  <iframe />
</div>

Repeat these steps until you've finished adding all of your MX records.

It can take up to 48 hours for MX records to fully propagate. At this point, you can send yourself a test email to confirm your email account is working properly.


# Resolve the "be careful with this message" warning
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-do-my-emails-have-a-be-careful-with-this-message-warning

Understand why emails display a warning message and learn how to prevent it.

If you are receiving a **"be careful with this message"** warning from your email campaign, your "From" email address is likely the same as the recipient email address.

## Why does this happen?

Are you getting a warning message when viewing your email campaign similar to the warning below?

<img alt="Be careful with this message warning" />

With various email clients (like Gmail), you are likely to receive this message if:

* Your "From" email address is the same as the email address of the recipient.
* The "Reply-to" email address differs from your "From" email address.
* The "From" email address contains the same domain as the recipient email address domain (e.g., support@**myawesomesite.com** and john@**myawesomesite.com**).

[Learn more about your marketing email settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings)

### Will all of my recipients get this warning?

No, recipients with the same email address as your "From" email address typically include:

* Yourself; this often occurs when testing your own email campaigns.
* Team members sharing the same email address domain. For example, if you include an internal team member as a recipient, your team member's email address likely shares the same domain as your "From" email address (e.g., @yourbusinessdomain.com). This will not happen if you send a campaign to a common email client (e.g., @gmail.com).

## Remove the warning

This warning is generated by the email client (e.g., Gmail) and cannot be altered or removed with Kajabi.

The good news is, this message will only display for recipients sharing the same email address as your "From" email address (for example, yourself and your team).

However, to prevent this warning from appearing on future emails, you can do any one of the following:

### Mark the email as safe

The warning typically includes buttons to report spam or phishing or to mark the email as safe.

Prevent this warning from appearing in the future by selecting the button to mark the message as safe:

<img alt="Mark as safe button" />

### Send test emails to a different domain

Testing your email campaigns is a great practice to ensure that your campaign delivers to your recipients exactly as you intend.

Not sure how to test your email campaigns? [Learn more](/articles/marketing/email-campaigns/how-to-test-send-your-emails)

If you are sending a test email to yourself, try using a valid email address different than your "From" email address.

For example, if your "From" email address is "[support@yourbusinessdomain.com](mailto:support@yourbusinessdomain.com)", send a test email to your "[onlyfortests@commonemailclient.com](mailto:onlyfortests@commonemailclient.com)" email address.


# Troubleshoot emails not reaching all contacts
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-do-my-emails-send-to-some-contacts-and-not-all

Identify what may cause a discrepancy between a contact list and email recipients.

Wondering why your emails only send to some of your intended contacts? This article explains what may be causing this **email recipient discrepancy**.

## Troubleshoot email recipient discrepancy

If you are attempting to send an email campaign to your list of contacts, you may find that the list of recipients is smaller than your list of contacts.

For example, you have a list of 1500 contacts in your Contacts tab:

<img alt="1500 contacts" />

But only 1200 recipients when drafting your email campaign:

<img alt="1200 recipients" />

## Marketing emails and subscribers

You are likely seeing the result of the important difference between sending marketing emails and transactional emails.

To comply with various rules, laws, and regulations such as the [CAN-SPAM Act](/articles/marketing/email-campaigns/what-is-can-spam) and [GDPR](/articles/marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations), your marketing emails will only send to subscribed contacts.

**Learn more about the [difference between marketing emails and transactional emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails) for details.**

In the example above, 300 of the 1500 contacts are unsubscribed. This will result in the total number of 1200 subscribers that are eligible to receive your marketing email.

A discrepancy can also occur if you are attempting to send an email campaign to a specific segment of your contacts but only a few contacts in the segment are set to receive the email.

If your recipient list contains unsubscribed contacts, you will see a difference between the number of recipients you have selected to send your email and the total number of contacts in your contact list.

It is important to note that your email campaign specifies the term "subscribers" when determining your email recipients.

Subscribers are contacts who have provided the appropriate permissions to be subscribed to receive your marketing emails.

<Note>
  **Note:**
  If a contact is not subscribed to receive marketing emails they will not receive emails in an email sequence. Learn more about [Subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) for details. If your subscribers are not receiving your sequence, your emails may be getting marked as spam. [Learn to improve your sender reputation and improve your email deliverability](/articles/marketing/email-campaigns/sender-reputation-guide).
</Note>

If you would like to add custom messaging to encourage email subscription upon offer checkout, or choose to automatically sign up customers to your email list when they purchase a paid offer, you can do so in your checkout page opt-in settings. Learn how to update your [checkout page opt-in settings here.](../../sales/checkout/how-to-change-checkout-page-opt-in-settings)

**Learn more about [contacts, customers, and subscribers](../../contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) to better understand subscribed and unsubscribed contacts.**

### Additional resource

* Did you accidentally unsubscribe a contact? Did a contact accidentally unsubscribe from your marketing emails or forget to subscribe when signing up for your course? Learn more about **[resubscribing contacts](../../contacts/manage-your-contacts/can-i-resubscribe-a-contact-if-i-accidentally-unsubscribe-them)** who may have been accidentally unsubscribed.


# Fix Email Broadcast display issues in Outlook
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-does-my-email-broadcast-look-bad-in-outlook

Resolve common display issues when Email Broadcasts are viewed in Microsoft Outlook.

**Email Broadcasts** may look different than intended in Microsoft Outlook due to the version of Outlook your recipient is using. This article helps you troubleshoot Email Broadcasts to fix common display issues in Outlook.

## What makes Outlook different?

The [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview) is designed to provide you with the tools to create stunning Email Broadcasts for all email clients.

Nonetheless, some common email display issues can occur when your email recipient views an HTML-based email in Outlook, specifically Outlook 2007 to present.

This is a result of Outlook's use of Microsoft Word to render HTML emails. Microsoft Word is designed to support print designs, which can result in display issues when it comes to your Email Broadcasts.

We recommend determining the version of Outlook most of your subscribers use and designing and [testing your Email Broadcast](/articles/marketing/email-campaigns/how-to-test-send-your-emails) for that version.

The preview shown in the Visual Editor provides a trustworthy indication of how your email will appear in the majority of inboxes, however, we encourage you to test your Email Broadcast with the version of Outlook used most by your contacts.

## Troubleshoot Outlook display issues

Although Outlook is designed to support print designs, there are a few tips and tricks to give your subscribers an enhanced visual experience when viewing your Email Broadcasts with Outlook.

First, enable **[View in Web Browser link](/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link)**.

Enabling the View in Web Browser link located at the top of your Email Broadcast built with the Visual Editor gives your recipient the ability to experience your Email Broadcast as intended by opening the email in a web browser instead of viewing Outlook's interpretation of your email:

<img alt="View in web browser link" />

Next, consider the following tips and tricks provided in this guide when creating and designing your Email Broadcast with the [Email Visual Editor](/articles/marketing/email-campaigns/email-visual-editor-overview).

### The video block play button is not showing

Kajabi helps you communicate to your recipients that a video is available for viewing by natively adding a play button to your thumbnail image when using a [Video Section](/articles/marketing/email-campaigns/how-to-add-a-video-section-in-email-campaigns).

However, recipients viewing your Email Broadcast with Microsoft Outlook 2000-2016 will not see the video play button displayed over your video thumbnail image.

The best method of communicating to your recipients that the thumbnail image leads to a video is by using image editing tools like [Canva](https://www.canva.com/) to edit your image prior to uploading.

Use image editing tools to design your thumbnail image with the play button edited into the image.

Read [how to optimize a video section in Email Broadcasts](/articles/marketing/email-campaigns/how-to-optimize-your-video-section-in-email-campaigns) for more details:

<img alt="Video thumbnail with play button" />

### Split blocks display incorrectly in mobile view

Split blocks in the Email Visual Editor (Text and Text, Image and Image, Image and Text) are designed to dynamically adjust to the screen the email is viewed on.

This enhances your recipient's visual experience with your Email Broadcast on both desktop and mobile devices:

<img alt="Split blocks desktop vs mobile" />

However, Outlook only renders email in desktop view. This can result in compressed or cut off sections with split blocks in your Email Broadcast.

This particular Outlook display issue is best resolved with the [View in Web Browser link](/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link).

The default setting for your Email Broadcasts enables the View in Web Browser link, but if you've disabled it during the editing process, consider re-enabling the section to address varying email client display issues such as Outlook issues.

Enabling the View in Web Browser link located at the top of your Email Broadcast gives your recipient the ability to:

* Experience your Email Broadcast as intended (compared to Outlook's interpretation of your email).
* Share your Email Broadcasts.

### Buttons display differently than customized

The Visual Editor gives you the flexibility to design your email buttons according to your brand and design vision.

However, recipients viewing your Email Broadcast with Outlook will always see buttons in full width. Additionally, only the text inside the button will be clickable.

To remedy this display issue, use image editing tools like [Canva](https://www.canva.com/) to create an image of a button and upload the image into your Email Broadcast.

Then, add your link to the image by customizing the image action.

This will enable your image to behave as a button, allowing your recipients to click the image of your button and be redirected to your linked URL.

This solution is similar to creating a thumbnail image with a video play button edited into the image to communicate to your recipients that there is a video available.

In this case, you can create an image of a button linked to a URL to communicate to your recipients to click the image and access the link.

Read [how to optimize a video section in Email Broadcasts](/articles/marketing/email-campaigns/how-to-optimize-your-video-section-in-email-campaigns) for an example of editing your image with [Canva](https://www.canva.com/).

<img alt="Button image workaround" />

### Animated GIFs display as static images

Outlook renders your animated GIFs as a static image and will only display the first frame of the GIF.

If your GIF displays an offer, headline, or call to action, be sure to include it in the first frame of your GIF.

Use GIF creation tools like [EZ GIF](/articles/marketing/email-campaigns/how-to-add-a-gif-to-your-email-campaign-with-ez-gif) or [GIPHY](https://giphy.com/) to create and embed an animated GIF:

<div>
  <iframe />
</div>


# Resolve Gmail email clipping
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-is-gmail-clipping-my-email

Understand why Gmail clips email messages and learn techniques to keep emails within size limits.

Is your email campaign cut short? This guide explains why your emails are getting clipped by **Gmail** and how to avoid it.

## Why Gmail clips emails

Email clients, like Gmail, have algorithms to determine how they display your email.

This can mean that different email clients will display your email up to a certain size. In the case of Gmail, they are thought to "clip" or cut email messages short at 102kb.

Although the exact limit may vary based on their unique algorithm, it is best practice to keep your email messages under the presumed 102kb size limit. This will ensure that your email campaigns stay well within the limits of the various email clients your recipients may be using to view your marketing emails.

Most commonly, when an email is larger than the email client supports, the email client will hide the remaining email content behind a "View Full Email" or "View entire message" button at the bottom of the email:

<img alt="Gmail clipping message" />

Your email recipient must then click the link to view the remaining content in your email campaign.

**Elements in your email may be larger than they appear.**

Although 102kb may seem like a relatively large limit, it may surprise you just how easy it is for your email campaign to surpass an email client's size limit.

The size of your email actually consists of the entire code that makes up your email campaign. These elements can include text, tracking codes of links, URLs, and HTML used to style your message.

This can ultimately result in an email campaign that exceeds the size limit for email clients like Gmail.

## Avoid email clipping

Minimizing your email content can be a challenging task when you have a lot of value to provide.

However, this obstacle may create an opportunity for you to design an email marketing strategy that best fits your audience and boosts your sender reputation.

[Learn how to improve your sender reputation](/articles/marketing/email-campaigns/sender-reputation-guide)

To minimize your email size, begin by analyzing your email content.

**Can you remove any extraneous imagery or styling?**

In email marketing, using a combination of text and images will make your emails look professional, reveal your brand, and captivate your audience.

Nonetheless, too many images and text links can trigger [spam flags](/articles/marketing/email-campaigns/spam-traps-what-are-they-and-how-to-avoid-them) and result in clipped emails. To optimize your email, use both text and HTML or text only.

**Are you focusing on the value you have to offer?**

Be sure to include only relevant information in your marketing email. If you find yourself needing to provide additional information, build the information into landing pages on your website. Then, include Call to Action (CTA) buttons in your email to [link to your landing pages](../../website/pages/how-to-copy-your-page-link).

[Learn to add buttons to your email broadcasts](/articles/marketing/email-campaigns/how-to-add-and-customize-your-button-in-email-campaigns)

**Can you break up your email content?**

If you notice that your email campaign contains multiple topics that may or may not relate to the main message, break up your message into multiple email campaigns.

When drafting and designing your email campaigns, breaking up your content can help:

* Prevent email clipping
* Increase engagement from your recipients
* Lead to an improved sender reputation with consistent email sending

[Learn how consistency can impact your sender reputation](/articles/marketing/email-campaigns/sender-reputation-guide#consistency)

**Are you copying and pasting content from a word-processing program or website?**

Copying and pasting content from a word-processing program, website, or extension can add extra formatting code to your emails without you realizing it.

Not only can this increase the size of your email, but it can also result in the introduction of malware to your site.

[Learn how to diagnose, locate, and remove malware from your site](../../website/pages/diagnosing-locating-and-removing-malware)

**Did you test your email?**

A great practice is to **always test and preview your emails** before sending them. We recommend sending your email to your own Gmail account to ensure that your emails render correctly.

Continue reading to learn how to [test and inspect email size](#test-and-inspect-email-size).

## Test and inspect email size

The best way to avoid email clients, like Gmail, from clipping your emails is by testing and inspecting your email size.

To test and inspect your email campaigns, send a test email to your own Gmail email address and download the message to inspect the file size.

### Send a preview email

First, draft and design your email campaign. Then, send a preview email to your own Gmail email address.

[Learn to test your email campaigns](/articles/marketing/email-campaigns/how-to-test-send-your-emails)

### Download the email message

After sending and receiving your preview email in your Gmail inbox, download the email campaign:

1. Sign into Gmail and open your preview email.
2. Navigate to the top right corner of your email and click the **three vertical dots**.
3. Click **Download message**.

<img alt="Download message in Gmail" />

### Inspect your email size

1. Open the **Downloads** folder on your computer.
2. Locate the downloaded email file.
3. View the **Size** column or right-click to **Get Info**.

<div>
  <iframe />
</div>

If the file size is smaller than 102kb, you are good to go.

However, if the file exceeds the size limit, your email may be clipped when recipients view your email campaign in their email inbox. If you find that your email campaign exceeds the size limit, consider [re-analyzing and editing](#avoid-email-clipping) your email to best fit your recipients' email client size requirements.


# Fix broken View in Browser and unsubscribe links
Source: https://help.kajabi.com/articles/marketing/email-campaigns/why-is-the-view-in-browser-and-unsubscribe-link-in-my-email-campaign-not-working

Understand why the View in Browser and unsubscribe links may not work when previewing an email.

Clicking the **["view in web browser" link](/articles/marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link)** or unsubscribe link located in the footer of your email campaign may not function properly when [previewing your email](/articles/marketing/email-campaigns/how-to-test-send-your-emails#preview-email).

Inspect your email links by experiencing the same process your contacts will encounter in order to receive your email campaign.

For example, if your contacts receive your email by submitting a form, submit the form as a test contact to receive and test your email campaign.

[Learn to test your emails.](/articles/marketing/email-campaigns/how-to-test-send-your-emails#test-email)


# Events overview
Source: https://help.kajabi.com/articles/marketing/events/event-overview

Engage members and build anticipation for launches, webinars, and in-person gatherings.

With an **Event**, you can [add a countdown block](../../website/pages/how-to-add-a-countdown-block-to-your-page) to Pages and Email Broadcasts, [collect registrations](../../marketing/events/how-to-register-people-to-your-event) for virtual or in-person events, and send email notifications tied to a specific date. Members may add an Event to their preferred calendar using a link that is automatically included in the confirmation email.

Unlike [Email Sequences](../../marketing/email-campaigns/create-an-email-sequence), Event emails are scheduled around a date rather than a contact's behavior, making them the right tool for time-sensitive announcements. Performance tracking works the same way as other email types — open rates, click reports, and more are available from the Events page.

Use Events any time you need to build momentum around a moment that matters. See [Create an Event](../../marketing/events/how-to-create-an-event) to begin building excitement around your date.

<img alt="Event Overview" />

## Key benefits

* **Automated email sequences** are tied to a specific date and time, rather than opt-in date
* **Countdown timers** on Website Pages, Landing Pages, and Email Broadcasts to build anticipation
* **Flexible scheduling** for one-time or recurring Events up to one year in advance
* **Self-registration** through Forms and Automations so contacts can sign up on their own
* **Detailed analytics** including metrics and click reports for all Event emails

<Note>
  **Note:** For repeat Events, registrants receive emails starting from the time they register, but only for that registration cycle. They won't automatically receive emails for future cycles unless they're removed from the event and re-registered.
</Note>

<br />

## Register Contacts

Pair Events with [**Automations**](../../marketing/automations/automations-overview) to register Contacts automatically based on actions they take:

* [Completing a Form](../../marketing/forms/create-and-build-your-form)
* Purchasing an Offer
* Completing an Assessment
* Adding a Tag

Set up an Automation with your chosen trigger, and Kajabi handles registration automatically when a Contact meets the condition.

<Note>
  **Note:** Automation availability depends on your plan. Growth and Pro plan members can create Automations from the dedicated **Automations** tab. Basic plan members can access Automations directly within Products, Offers, Funnels, Email Campaigns, Events, and Forms — just open the relevant section and enter its editor.

  Learn more about the [differences between Basic and Advanced Automations](../../marketing/automations/basic-vs-advanced-automations) in Kajabi.
</Note>

<br />

## Add to Calendar

**Add to Calendar** lets members quickly save scheduled Events to their preferred calendar. These calendar links are automatically included in confirmation emails and appear on Event pages, making it easier for members to attend and stay organized.

Use Add to Calendar for any scheduled Event with a defined date and duration.

<Frame>
  <img alt="Screenshot2026 04 06at2 14 23PM" title="Screenshot2026 04 06at2 14 23PM" />
</Frame>

### Supported calendar providers

Multiple calendar providers are supported, each with slightly different behavior:

* **Apple Calendar** — Downloads an ICS file and supports full recurring Event series
* **Google Calendar** — Opens a direct link and supports full recurring Event series
* **Outlook (desktop)** — Downloads an ICS file and supports single Events only
* **Outlook.com** — Opens a direct link and supports single Events only
* **Office 365** — Opens a direct link and supports single Events only
* **Yahoo Calendar** — Opens a direct link and supports single Events only

### Calendar links

Members can access calendar links in the following places:

* **Event confirmation emails** — Add to the email body using the **Add to email** button
* **Member-facing Event pages** — Displayed on the **Event details** tab

### Manage calendar links on the Event page

The Events page includes an **Add to Calendar** panel with tools to customize and share calendar links:

* **Text style** — Display provider names as text links (e.g., Google, Apple, Outlook)
* **Icon style** — Display provider logos as clickable icons
* **Copy widget** — Copy formatted calendar links for use in emails or landing pages
* **Copy code** — Copy raw HTML for custom templates or advanced use
* **Add to email** — Insert the calendar widget directly into the email editor

<Frame>
  <img alt="Screenshot 2026 04 22 At 4 01 30 PM 1" title="Screenshot 2026 04 22 At 4 01 30 PM 1" />
</Frame>

### Calendar link behavior

Each calendar link includes a secure, time-limited token tied to a specific Event.

When a member clicks a link:

* **Google, Outlook.com, Office 365, Yahoo** — Opens the provider's event creation page with pre-filled details such as title, date, time, duration, and description
* **Apple and Outlook (desktop)** — Downloads an ICS file that the member opens to add the Event to their calendar

<Warning>
  Calendar links expire one year after they are generated.
</Warning>

<Note>
  **Note:** When creating an Event, make sure it is fully configured so calendar links will appear. Set a **date and time** for the Event, and add a **duration (in minutes)**. Without both of these, calendar links will not display.
</Note>

<br />

## Troubleshooting

**Calendar links not appearing in email**

* **Cause:** Event has no duration set
* **Solution:** Add a **duration (in minutes)** in the Event settings

#### Calendar links not appearing

* **Cause:** Event is not scheduled
* **Solution:** Set a date and time for the Event

#### "Link expired" error

* **Cause:** Calendar link token is older than one year
* **Solution:** Request a new link from the Event page

#### Recurring event shows only one session

* **Cause:** Provider limitation
* **Solution:** Apple Calendar and Google Calendar support full series. Other providers add only a single event by design.\\

## FAQs

### Do calendar links support recurring events?

Yes, but only Apple Calendar and Google Calendar support adding the full event series. Other providers add a single occurrence.

### Why are calendar links missing from my Event?

Calendar links only appear when the Event has both a scheduled date/time and a duration set.

### How long do calendar links stay active?

Calendar links expire one year after they are generated.

### Can calendar links be added to custom emails or pages?

Yes. Use the **Copy widget** or **Copy code** options on the Events page to add calendar links to custom emails or landing pages.


# Create an Event
Source: https://help.kajabi.com/articles/marketing/events/how-to-create-an-event

Create Email Sequences built around an Event for registration, reminder, and follow-up emails.

<div>
  <iframe />
</div>

**Events** let you build automated email sequences around a specific date, such as a product launch, webinar, or flash sale. Set up registration, reminder, and follow-up emails that send based on the Event date and time.

Learn more about [Events in Kajabi](https://help.kajabi.com/../../marketing/events/event-overview).

<div>
  <iframe />
</div>

## Create an Event

1. From the Dashboard, open the **Marketing** tab.
2. Click **Events.**
3. Click **Get started** or **+New event**.
4. Add a **Title**.
5. Then, add a **Location,** either a meeting link or physical address.
6. Select the **Event Date** and **Time**. Events can be scheduled up to one year in advance.
7. Select the **Time zone.**
8. Toggle whether the event is one-time or recurring under **Repeat this event?**.
9. Click **Save** to begin customizing the Event.

<div>
  <iframe />
</div>

## Duplicate an Event

After an **Event** has occurred, it cannot be customized for a future date. Instead, **duplicate** a past Event and edit the Title, Date, and Time to match the upcoming event.

<Note>
  Note: Repeat Events cannot be duplicated.
</Note>

1. From the Dashboard, open the **Marketing** tab.
2. Click **Events.**
3. Locate the Event to duplicate.
4. Select the **ellipsis menu** \[...], then click **Duplicate**.
5. Edit the **Title**, change the date and time under **When does this event occur?**, and edit the **Time zone** if needed for the duplicated Event.
6. Click **Duplicate Event** to create the Event.

## Add Event Actions

After adding an Event, you may setup actions, including registration emails, reminder emails, and follow-up emails linked to the start date and time of an Event.

<Note>
  **Note:** If you set up a repeating Event, registrants receive the Event Emails from the time of their registration for the first time they register. Registrants will not continue to receive Event Emails for every repeating cycle unless they are de-registered and registered again.
</Note>

### Add Event emails

<img alt="Add Event" />

1. Select an existing Event or [create a new one](#create-an-event).
2. Under **Event Actions**, click +**Add Email.**
3. Choose when to send the email in relation to the Event in the **When** dropdown menu:
   * At the time of registration
   * At time of event
   * Before the event
   * After the event
4. Add a **Subject** and copy in the **Body** of the email. Use the rich text format editor to add styling, links, images or videos, or click **Personalize** to pull in recipient data as part of the email text.
5. Optionally, under **Add to Calendar**, click **Copy widget** and add **Add event to calendar** links for recipients to use. Learn more about [Add to Calendar](/articles/marketing/events/how-to-create-an-event#add-to-calendar-links-for-events) options.
6. See what the email will look like for recipients by clicking **Preview In Browser** or **Send Test Email**.
7. Click **Save** to apply your changes.

<Note>
  **Note:** Event Emails are sent to Event registrants based on the specified date and time. If registrations occur after a scheduled email has been delivered, those registrants only receive the emails scheduled after the time of their registration. For example, if an email is set to send 15 minutes prior to the Event, registrations that occur after that 15-minute mark will not receive the email.
</Note>

## Unsubscribe from Event emails

Event email recipients (Registrants) have the option to unsubscribe from Event emails with Kajabi's auto-generated **Unsubscribe** link at the bottom of each email:

<img alt="Unsubscribe link" />

## Add to Calendar Event links

**Add to Calendar** Event links lets members quickly save scheduled Events to their preferred calendar. These links are automatically included in confirmation emails and appear on Event pages, making it easier for members to attend and stay organized.

Use this for any scheduled Event with a defined date and duration. Below we explain where calendar links appear, how they work, and how to manage them in the Event editor.

<img alt="Screenshot2026 04 06at2 14 23PM 1" title="Screenshot2026 04 06at2 14 23PM 1" />

### Supported calendar providers

Kajabi supports multiple calendar providers, each with slightly different behavior:

* **Apple Calendar** — Downloads an ICS file and supports full recurring Event series
* **Google Calendar** — Opens a direct link and supports full recurring Event series
* **Outlook (desktop)** — Downloads an ICS file and supports single Events only
* **Outlook.com** — Opens a direct link and supports single Events only
* **Office 365** — Opens a direct link and supports single Events only
* **Yahoo Calendar** — Opens a direct link and supports single Events only

### Where calendar links appear

Members can access calendar links in the following places:

* **Event confirmation emails** — Add to the email body using the **Add to email** button
* **Member-facing Event pages** — Displayed on the Event detail view

### Manage calendar links

Tools to customize and share calendar links appear under **Add to Calendar** on the **Add Event** page:

* **Text style** — Display provider names as text links (e.g., Google, Apple, Outlook)
* **Icon style** — Display provider logos as clickable icons
* **Copy widget** — Copy formatted calendar links for use in emails or Landing Pages
* **Copy code** — Copy raw HTML for custom templates or advanced use
* **Add to email** — Insert the calendar widget directly into the Event email editor

<img alt="Addto Calendar" title="Addto Calendar" />

### How calendar links work

Each calendar link includes a secure, time-limited token tied to a specific Event.

When a member clicks a link:

* **Google, Outlook.com, Office 365, Yahoo** — Opens the provider’s Event creation page with pre-filled details such as title, date, time, duration, and description
* **Apple and Outlook (desktop)** — Downloads an ICS file that the member opens to add the Event to their calendar

<Note>
  **Important:** Calendar links expire one year after they are generated.
</Note>

### Before you begin

Make sure the Event is fully configured so calendar links can appear:

* Set a **date and time** for the Event
* Add a **duration (in minutes)**

Without both of these, calendar links will not display.

### Calendar link Troubleshooting

#### Calendar links not appearing in email

* **Cause:** Event has no duration set
* **Solution:** Add a duration (in minutes) in the event settings

#### Calendar links not appearing

* **Cause:** Event is not scheduled
* **Solution:** Set a date and time for the Event

#### "Link expired" error

* **Cause:** Calendar link token is older than one year
* **Solution:** Request a new link from the event page

#### Recurring event shows only one session

* **Cause:** Provider limitation
* **Solution:** Apple Calendar and Google Calendar support full series. Other providers add only a single event by design.

## Calendar link FAQs

### Do calendar links support recurring Events?

Yes, but only Apple Calendar and Google Calendar support adding the full Event series. Other providers add a single occurrence.

### Why are calendar links missing from my Event?

Calendar links only appear when the Event has both a scheduled date/time and a duration set.

### How long do calendar links stay active?

Calendar links expire one year after they are generated.

### Can calendar links be added to custom emails or pages?

Yes. Use the **Copy widget** or **Copy code** options on the Event page to add calendar links to custom emails or Landing Pages.


# Create an Offer for an Event
Source: https://help.kajabi.com/articles/marketing/events/how-to-create-an-offer-for-your-event

Create an Offer to sell seats to an Event, whether in-person or online.

Selling tickets to an **Event** through an Offer in Kajabi simplifies payments by processing everything through one platform. Connect an Event, a Ghost Offer, and an Automation to sell access to any in-person or virtual event.

## Create an Event

First, create an Event in Kajabi to attach the Offer to. Regardless of the type of Event, whether in-person or virtual, creating an Event sets up the date and time.

Learn to [create an Event in Kajabi](/articles/marketing/events/how-to-create-an-event) for more details.

## Create an Offer

After creating the Event, build a Ghost Offer. A Ghost Offer is an Offer without a Product attached, which allows you to sell access to the Event without needing to create a Product in Kajabi.

Learn more about creating [Ghost Offers](/articles/sales/offers/how-to-create-a-ghost-offer).

### Create a Ghost Offer for the Event

1. From the Dashboard, click **Sales.**
2. Click **Pricing.**
3. Click **+ New Offer.**
4. Enter the Offer **Title** and **Payment** type but leave the product selection blank.
5. Complete any remaining Offer settings such as price, checkout page, and thank you page.
6. Click **Save** to create the Offer.

<Frame>
  <img alt="Newoffer" />
</Frame>

## Create an Automation

Next, leverage the power of [Automations](/articles/marketing/automations/automations-overview). With Automations, registrants can purchase the Ghost Offer and register to the Event (and any emails set up in the Event):

1. From the Dashboard, click **Sales**
2. Click **Pricing** and select the Ghost Offer you just created.
3. Click on the **Purchase flow** tab, scroll down to **Automations.**
4. Click + **New automation.**
   <Frame>
     <img alt="Newautomation" />
   </Frame>
5. Make sure the **When** trigger is set to "Offer is purchased." Select your offer and **Save trigger.**<br />
   <Frame>
     <img alt="Newautomation2" />
   </Frame>
6. Click on the (+) button to add **Action.**
7. Select **Register to an event** in the **Then** action dropdown.
   <Frame>
     <img alt="Newautomation3" />
   </Frame>
8. Select the Event and click **Save Action.**<br />

<Note>
  **Note:** Once set up, customers who purchase the Ghost Offer will be automatically registered to the Event. You can confirm registrations by opening the Event and checking the **Registrations** list.
</Note>


# Create time slots for an Event
Source: https://help.kajabi.com/articles/marketing/events/how-to-create-time-slots-for-an-event

Create time slots for events, webinars, and services using Kajabi Events, Forms, and Automations.

<Note>
  **Note:**
  Creating time slots with a Form requires Advanced Automations only available with the Growth and Pro Plans. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

**Time slots** let you offer multiple scheduling options for an Event. By combining Events, Forms, and Automations, contacts can select the time that works best for them and automatically register for the corresponding Event.

## Create Events

Offer multiple time slots to contacts by creating Events for each time slot.

The number of time slots should correspond with the number of Events. The corresponding Events will be the time slots you offer with any surrounding emails you may wish to send for contacts registering to the Event.

### Create an Event

1. Open the **Marketing** tab from the Dashboard
2. Click **Events**
3. Navigate to the top-right corner and click **+ New Event**
4. Title the Event to easily identify it as a time slot
5. Specify the time slot to offer
6. Select the time zone
7. Click **Save**

<div>
  <iframe />
</div>

Repeat for each time slot. After creating Events for each time slot, you should have multiple Events created before moving on.

Example Events for time slots:

<img alt="Example time slots" />

[Learn more about creating Events in Kajabi.](../../marketing/events/how-to-create-an-event)

## Add a Form field

After you have created Events for each time slot, create a Form for contacts to select their preferred time slot.

In the Form, create a Radio Button Field to list every time slot (Event) available. With Radio Buttons, contacts can select an open time slot to register to.

### Add Radio Buttons to a Form

1. Open the **Marketing** tab from the Dashboard
2. Select **Forms**
3. Create a Form or edit an existing one
4. Click **+ Add Form Field**
5. Click **Create A New Field**
6. Enter the Title of the Event
7. Select **Radio Buttons** in the **Type** field dropdown
8. In the **Choices** field, enter each time slot corresponding with the Events (e.g., 9:30AM, 10:00AM)
9. Select **Make this field required** to ensure that contacts select a time slot
10. Click **Save** to keep the changes

<div>
  <iframe />
</div>

[Learn more about creating Form Fields.](../../marketing/forms/how-to-add-and-edit-fields-on-a-form)

## Create Automations

Now that you have set up the essentials for time slots, connect the Form to each time slot with Automations. Create Automations for each time slot and Radio Button created in the previous steps.

### Create an Automation

1. Click **+ Add Automation**
2. The **When** field will be pre-filled
3. In the **Then** field, select **Register to an event** and select a time slot
4. Click **Add Condition**
5. Open the dropdown menu and scroll down to **Custom Field Filters**
6. Select the name of the Radio Button Field
7. Enter the time slot exactly as entered in the Radio Button Choice
8. Click **Apply**
9. Click **Save** to keep the changes

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Copy and paste the Radio Button choice into the Condition Field of the Automation to ensure that the Radio Button and Automation are set up correctly.
</Tip>

Repeat for every Radio Button Choice (available time slot) to register contacts to the Event based on their desired time slot.

[Learn more about Automations.](../../marketing/automations/automations-overview)


# Register people to an Event
Source: https://help.kajabi.com/articles/marketing/events/how-to-register-people-to-your-event

Set up an Event for visitors to self-register through your site with Forms and Automations.

**Event registration** allows contacts to sign up for an Event through a Form on your site. By combining Events, Forms, and Automations, you can automate the entire registration workflow, from sign-up to confirmation emails.

## Create an Event

If you haven't already, create an [Event](../../marketing/events/event-overview) to allow for self-registrations.

Learn to [create an Event](../../marketing/events/how-to-create-an-event) in Kajabi.

## Set up Event actions

Event Actions set up registration emails, reminder emails, and follow-up emails linked to the start time of an Event.

Learn to set up [Event Emails](../../marketing/events/how-to-create-an-event) for details.

## Create a Form for Event registration

Allow attendees to self-register to an Event with the versatility of Forms and Automations.

<Note>
  **Note:** Need to manually register a contact to an Event? Learn [how to perform bulk actions in the Contacts tab](../../contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab) to manually register contacts.
</Note>

### Create the Form

Learn to [create a Form in Kajabi](../../marketing/forms/create-and-build-your-form) for details.

<Note>
  **Note:** If the Form is set to Double Opt-In, Form submitters will not be registered to the Event until they have confirmed their marketing email subscription. [Learn more about Double Opt-In](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in).
</Note>

### Add an Automation

1. In the Form Editor, click **+ Add Automation**
2. Open the **Then** action dropdown
3. Select **Register an event**
4. Select the Event for this Form to register to

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Try different Automations to register attendees, including after an [Offer is purchased](../../marketing/automations/automations-overview) or a [Product Lesson is completed](../../marketing/automations/automations-in-course-lessons).
</Tip>

## Share the Form

Add the Form to landing pages to allow contacts to self-register for the Event.

Learn to [add and customize Forms on Pages](../../website/pages/how-to-add-a-form-to-your-page#h_945e7c2f-3dac-40cc-8518-31f996ec9df7) for more details.

<Tip>
  **Tip:** Limit the number of registrations by [sending a notification to the team when the Form is submitted](../../marketing/forms/how-to-use-the-after-submission-settings-in-forms). Once the Event registration limit has been reached, remove the Form from the landing page(s).
</Tip>

## **Add to Calendar links for events**

Add calendar links so members can save Events to their personal calendars.

The **Add to Calendar** feature lets members quickly save scheduled Events to their preferred calendar. These links are automatically included in confirmation emails and appear on event pages, making it easier for members to attend and stay organized.

Use this feature for any scheduled Event with a defined date and duration. This article explains where calendar links appear, how they work, and how to manage them in the event editor.

<Frame>
  <img alt="Screenshot2026 04 06at2 14 23PM 2" title="Screenshot2026 04 06at2 14 23PM 2" />
</Frame>

### **Supported calendar providers**

Kajabi supports multiple calendar providers, each with slightly different behavior:

* **Apple Calendar** — Downloads an ICS file and supports full recurring event series
* **Google Calendar** — Opens a direct link and supports full recurring event series
* **Outlook (desktop)** — Downloads an ICS file and supports single events only
* **Outlook.com** — Opens a direct link and supports single events only
* **Office 365** — Opens a direct link and supports single events only
* **Yahoo Calendar** — Opens a direct link and supports single events only

### **Where calendar links appear**

Members can access calendar links in the following places:

* **Event confirmation emails** — Add to the email body using the Add to Email button
* **Member-facing event pages** — Displayed on the event detail view

### **Manage calendar links in the event admin**

The event admin includes an **Add to Calendar** panel with tools to customize and share calendar links:

* **Text style** — Display provider names as text links (e.g., Google, Apple, Outlook)
* **Icon style** — Display provider logos as clickable icons
* **Copy widget** — Copy formatted calendar links for use in emails or landing pages
* **Copy code** — Copy raw HTML for custom templates or advanced use
* **Add to email** — Insert the calendar widget directly into the email editor

<Frame>
  <img alt="Screenshot 2026 04 22 At 4 01 30 PM 2" title="Screenshot 2026 04 22 At 4 01 30 PM 2" />
</Frame>

### **How calendar links work**

Each calendar link includes a secure, time-limited token tied to a specific Event.

When a member clicks a link:

* **Google, Outlook.com, Office 365, Yahoo** — Opens the provider’s event creation page with pre-filled details such as title, date, time, duration, and description
* **Apple and Outlook (desktop)** — Downloads an ICS file that the member opens to add the Event to their calendar

<Note>
  **Important:** Calendar links expire one year after they are generated.
</Note>

### **Before you begin**

Make sure the Event is fully configured so calendar links can appear:

* Set a **date and time** for the Event
* Add a **duration (in minutes)**

Without both of these, calendar links will not display.

### **Troubleshooting**

#### **Calendar links not appearing in email**

* **Cause:** Event has no duration set
* **Solution:** Add a duration (in minutes) in the event settings

#### **Calendar links not appearing**

* **Cause:** Event is not scheduled
* **Solution:** Set a date and time for the Event

#### **"Link expired" error**

* **Cause:** Calendar link token is older than one year
* **Solution:** Request a new link from the event page

#### **Recurring event shows only one session**

* **Cause:** Provider limitation
* **Solution:** Apple Calendar and Google Calendar support full series. Other providers add only a single event by design.

## **FAQs**

### **Do calendar links support recurring events?**

Yes, but only Apple Calendar and Google Calendar support adding the full event series. Other providers add a single occurrence.

### **Why are calendar links missing from my Event?**

Calendar links only appear when the Event has both a scheduled date/time and a duration set.

### **How long do calendar links stay active?**

Calendar links expire one year after they are generated.

### **Can calendar links be added to custom emails or pages?**

Yes. Use the **Copy widget** or **Copy code** options in the event admin to add calendar links to custom emails or landing pages.


# Sell access to a webinar
Source: https://help.kajabi.com/articles/marketing/events/how-to-sell-access-to-a-webinar

Sell digital tickets to a webinar with Kajabi Events, Pages, and Offers.

**Webinars** can be a powerful tool for reaching your audience in real-time. With Kajabi, you can connect an Event and Offers to sell access to a webinar. This page walks you through creating an Event to correspond with the date and time of the webinar, building a confirmation page with instructions for customers, and setting up an Offer to collect payment.

### Where to hold a webinar

A webinar can be a pre-recorded video added to a [Landing Page](/articles/website/pages/pages-explained) connected to an Offer, or you can set up video streaming with a third-party service (e.g., Zoom) and add the webinar link to [Event Emails](/articles/marketing/events/how-to-create-an-event#add-emails-to-an-event).

## Create an Event

First, set up an Event. The Event reflects the date and time of the webinar.

1. Open the **Marketing** tab from the Dashboard
2. Click **Events**
3. Click **+ New Event**
4. Title the Event
5. Select the Event date and time (Events can be scheduled up to one year in advance)
6. Select the time zone
7. Configure the Event as a one-time occurrence or recurring
8. Click **Save** to begin customizing the Event

<div>
  <iframe />
</div>

After creating the Event, set up Event Emails to include the link to the webinar:

<img alt="Event emails setup" />

[Learn to add Event Emails.](/articles/marketing/events/how-to-create-an-event#add-emails-to-an-event)

## Create a confirmation page

After setting up the Event, create a confirmation page. The confirmation page communicates to customers that the instructions for joining the webinar can be found in their email inbox.

[Learn to create a page on Kajabi.](/articles/website/pages/pages-explained)

For example:

<img alt="Confirmation page example" />

## Create an Offer

Now that the Event and confirmation page are ready, build an Offer to connect the pieces. Create a Ghost Offer (an Offer without a Product) and set up Automations to register purchasers to the Event and send them to the confirmation page.

This ensures that customers purchasing the Offer receive the emails associated with the Event and instructions on how to join the webinar.

### Create a Ghost Offer

1. Open the **Sales** tab from the Dashboard
2. Select **Pricing**
3. Click **+ New Offer**
4. Enter a Title for the Ghost Offer
5. Leave the **Select your product** field empty (the Offer should *not* be connected to a Product)
6. Enter the Payment type and Price and click **Create** (you can edit the price further within the Offer builder)

<div>
  <iframe />
</div>

## Connect the Event and page to the Offer

After setting up the basic information for the Offer, create Automations to connect the Event and confirmation page to the Offer.

### Register customers to the Event

1. Open the **Sales** tab from the Dashboard
2. Select the Ghost Offer
3. Navigate to the **Automations** card
4. Click **+ Add Automation**
5. In the **Then** field, select **Register to an event**
6. In the field below **Register to an event**, select the Event
7. Click **Save** to keep and apply the changes

<div>
  <iframe />
</div>

### Send customers to the confirmation page after purchase

1. Open the **Sales** tab from the Dashboard
2. Select the Ghost Offer
3. Navigate to the **Post-purchase** card
4. In the **Post-purchase** dropdown menu, select **Existing Landing Page**
5. In the **Landing page** dropdown menu, select the confirmation page
6. Navigate to the top-right corner and click **Save**

<div>
  <iframe />
</div>

## Test the setup

Performing a test purchase is a great way to confirm everything works as intended.

[Learn how to perform a test purchase.](/articles/sales/offers/creating-a-test-purchase-in-kajabi)

Edit the Offer checkout page and any additional settings you want to customize. [Learn more about Offers on Kajabi.](/articles/sales/offers/offers-overview)


# Customize double opt-in confirmation email and landing page
Source: https://help.kajabi.com/articles/marketing/forms/can-i-customize-my-double-opt-in-confirmation-email-and-landing-page

Customize the confirmation email and confirmation page for a double opt-in Form.

By default, your contacts receive the **Double Opt-In** confirmation email template sent by your site after submitting your Form. After confirming their desire to subscribe to your marketing emails, the contact is redirected to the default confirmation page.

You can design your confirmation email and confirmation page to best fit your brand and business with the Double Opt-In Additional Options settings:

<img alt="Double opt-in additional options" />

To customize your Double Opt-In Additional Options settings, select **Double Opt-In (Recommended)** and enable your desired settings by clicking the toggle and changing it from grey to black.

[Learn to set up a Form with double opt-in](./how-to-set-up-a-form-with-double-opt-in).

## Default confirmation settings

If you disable the Additional Options for your Double Opt-In settings, your site sends Form submitters the default confirmation email:

<img alt="Default confirmation email" />

Learn to [customize the default email templates sent by your site](../../account-settings/notifications/edit-automated-email-notifications).

After your contacts confirm their intent to subscribe to your marketing emails they are redirected to the default confirmation page:

<img alt="Default confirmation page" />

With the Double Opt-In Additional Options you can design your contacts' experience with your site when a Form is submitted to fit your brand and business. When a Form is submitted, your contact receives your Double Opt-In email (the default email or your custom email) and can be redirected to a custom landing page or the default confirmation page.

## Customize Double Opt-In settings

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Click the Form you wish to edit or create a Form.
4. Select **Double Opt-In (Recommended)**.
5. Enable your desired **Additional Options** settings:
   * Select **Send custom confirmation email to new contacts** to craft a custom email to encourage your Form submitters to confirm their intent to subscribe to your marketing emails. If the setting is left unselected, your Form submitters receive the default Double Opt-In email template.
   * Select **Redirect contacts to custom confirmation page** to design a custom confirmation page that displays after they have confirmed their desire to subscribe to your marketing emails. If left unselected, your Form submitters receive the default confirmation page.
6. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>


# Create and build a Form
Source: https://help.kajabi.com/articles/marketing/forms/create-and-build-your-form

Create a Form to subscribe contacts, grant Offers, and register contacts for Events.

<div>
  <iframe />
</div>

A **Form** in Kajabi is a versatile tool that can be used for many actions such as: [subscribing someone to an email sequence](../../marketing/email-campaigns/create-an-email-sequence), [granting them an offer](./how-to-grant-access-to-an-offer-after-a-form-submission), [registering them to an event](../../marketing/events/how-to-register-people-to-your-event), and more.

[Learn how to customize the look and feel of your Form in a Page](../../website/pages/how-to-add-a-form-to-your-page#h_945e7c2f-3dac-40cc-8518-31f996ec9df7) built with Kajabi, or [learn how to design your Kajabi Form for an external location](./embed-a-kajabi-form-on-an-external-webpage).

## Create and build a Form

1. From the Dashboard, open the **Marketing** tab.
2. Click **Forms**.
3. Select **+ New form**.
4. Give the Form an internal **Title**.
5. Click **Save**.
6. Now, build out the form. Under **Opt-in Settings**, select either Double Opt-In (recommended) or Single Opt-in.
   <Frame>
     <img alt="Form1" />
   </Frame>
   * **Double Opt-In** requires contacts to confirm their subscription via email after completing the form. This helps improve deliverability and lead quality. See [Set up a Form with double opt-in](./how-to-set-up-a-form-with-double-opt-in).
   * **Single Opt-In** means reCAPTCHA is disabled for the form. To help protect against bots, enable reCAPTCHA under **Settings** > **Forms**.
7. Under **Additional Options**, Toggle wether you want to **Send a custom confirmation email to new contacts** coming through the Form. Otherwise, new contacts will be sent the default Double Opt-in Email Template.
8. If sending a custom email, edit the **Subject** and **Body**. Use [**liquid objects**](/articles/marketing/email-campaigns/how-to-create-and-use-liquid-objects-in-email-marketing) to personalize the email. <img alt="Form2" />
9. Edit the **Button text**, and choose a **Background color** and **Text color** for the email.
10. Choose whether to **Redirect contacts to a custom confirmation page**. \
    Otherwise, new contacts will be redirected to the Default Confirmation Page.
11. Click **Preview in Browser** to check how the custom email will appear.
12. If desired, add one or more additional **Form Fields** to collect data by choosing from the provided list, such as **City** or **Business Number**.
13. Or, click **Create a New Field** to add your own field. Choose a field **Type** and enter a **Title**, then click the checkbox if you want to **make this field required** on your form. <img alt="Form3" />
14. You may edit the values for any field by clicking the **pencil icon**.
15. Rearrange the order fields appear on your form by clicking and dragging the **drag handle** next to fields.
16. If needed, add a Form submission **Automation**.\
    \
    Set up **Automations** in opt-in Forms to automatically generate Offers, Email Sequences, Events, Tags, Transactional Emails, and Coupons. See [Use Automations in Forms](./how-to-use-automations-in-forms) <img alt="Automations screenshot" />
17. In the **After Submission** section, choose what happens once the Form is submitted. See [Use After Submission settings in Forms](./how-to-use-the-after-submission-settings-in-forms) for more details.
    * **Send a notification to your team -** Add team email addresses
    * **Send the contact to a third party email provider -** Connect an integration
    * **Send the contact to a custom thank you page** - Choose a previously created page
18. Click **Save** to apply your changes.

## Duplicate a Form

1. From the Dashboard, open the **Marketing** tab.
2. Click **Forms**.
3. Next to the **Title** of a Form, click the **more options icon** (…).
4. Select **Duplicate**.
5. Choose whether to **include automations**, and click **Duplicate**.
6. The duplicate form will appear at the top of the **Forms** list. Click the **more options icon (...)**, and select Edit to modify the new Form.

## Delete a Form

1. From the **Forms** page, click the **Title** of the Form you wish to delete.
2. Click the **more options icon (…)** and select **Delete**:

<img alt="Delete form" />

## Design Forms for Pages and external sites

[Design a Form within a Website Page or Landing Page built with Kajabi](../../website/pages/how-to-add-a-form-to-your-page), or [design a Form for an external website](./embed-a-kajabi-form-on-an-external-webpage#embed-settings).

Learn how to [customize and design text, colors, and messaging](../../website/pages/how-to-add-a-form-to-your-page#h_945e7c2f-3dac-40cc-8518-31f996ec9df7) for any Form.

After adding a Form to a Page, [copy the page link](../../website/pages/how-to-copy-your-page-link) to share it on social platforms, in email campaigns, in Products, and more.

### Embed a Form in an external webpage

1. From the Dashboard, open the **Marketing** tab.
2. Select **Forms**.
3. Select the **Form** you would like to embed.
4. Open the **Embed tab**.
5. Then, click the copy icon next to **Embed your form with one line of javascript:** <img alt="Kajabi Admin Forms 2149608070 Embed Edit 06 09 2026 03 58 PM" />
6. Paste the embed code into the source code of the external web page.

### Embed Settings and Style

You can further customize the design and copy of an embedded Form.

1. From the **Forms** page, open the **Embed** tab.
2. Under **Settings**, edit the Form **Title**, **Subtitle**, and **Button text**.
3. Choose a **Button color**, **Background color**, and **Font color**.
4. Under **Embed Style**, determine how the embedded form will display on the webpage:
   * An **Inline** embed displays within the webpage.
   * A **Pop-up** displays the form in a separate pop-up window.
5. Click **Save** to apply your changes before copying the Embed Code.


# Embed a Kajabi Form on an external webpage
Source: https://help.kajabi.com/articles/marketing/forms/embed-a-kajabi-form-on-an-external-webpage

Embed Kajabi Forms onto external webpages to build your list and gain subscribers.

Spread your reach, build your list, and gain subscribers by embedding your **Forms** to virtually any page on the web.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Although the embed code works well on most external webpages, the embedded Form may not function properly on all external pages. External page code may break the embed or disallow the Form from being embedded. This is dependent on the page where you paste the embed and not an issue with the Kajabi embed code.
</Note>

## Find the embed code

1. Open the **Marketing** tab.
2. Select **Forms**.
3. Edit an existing Form or [create a new one](./create-and-build-your-form).
4. Select the **Embed** tab from the top menu of the Form Editor.
5. Click the copy icon next to **Embed your form with one line of javascript:**

<div>
  <iframe />
</div>

## Paste the embed code

Paste the embed code in the source code of the external page where you want the Kajabi Form to appear:

1. Paste the embed code into the source code of your external web page.
2. If you are using the inline style, the location of this embed code determines where the **Form** is located on the page.
3. **Save** and refresh the page.

## Embed settings

Customize the design and copy for your embedded Form. You can replace the default **Title** (i.e., Join the Newsletter) and **Subtitle** for your Form when embedding it on an external page:

1. Edit the Form **Title**, **Subtitle**, and **Button Text**.
2. Choose the color for the button, background, and text.
3. **Save** your changes before copying the embed code.

## Embed style

After customizing the Form **Settings**, you can select the Form **Style**.

Style determines how the embedded Form displays on the web page:

* **Inline embeds** display within the web page
* **Pop-up Forms** display as a pop-up on the page

<div>
  <iframe />
</div>

## Pop-up Form settings

Customize additional settings for a pop-up style Form:

* **Loading Delay** — how many seconds before the pop-up appears
* **Frequency** — don't show the pop-up to return visitors for this number of days

<img alt="Pop-up form settings" />


# Change a Form title
Source: https://help.kajabi.com/articles/marketing/forms/how-do-i-change-my-form-title-from-join-the-newsletter

Edit the title displayed on a Form from 'Join the Newsletter' to a custom title.

Edit the message displayed on your Form by editing the [Form block](../../website/pages/how-to-add-a-form-to-your-page#h_945e7c2f-3dac-40cc-8518-31f996ec9df7) in your [page editor](../../website/pages/how-to-get-to-the-page-editor).

If you are embedding your Form onto a third-party platform, edit your message in the Form Embed Settings.

Design the look and feel of your Form by customizing your Form in your page editor:

<img alt="Form customization" />

[Learn to add and customize your Form on your page.](../../website/pages/how-to-add-a-form-to-your-page)

## Customize Form title for external embeds

Customize your messaging in the Form embed settings. Change your Form title from "Join the Newsletter" to something different by clicking into the **Title** textbox:

<div>
  <iframe />
</div>

[Learn to customize your Form to embed on an external page.](./embed-a-kajabi-form-on-an-external-webpage#embed-settings)


# Add and edit fields on a Form
Source: https://help.kajabi.com/articles/marketing/forms/how-to-add-and-edit-fields-on-a-form

Customize Form fields to gather specific information about leads and customers.

**Form Fields** let you gather specific and unique information about your leads and customers. Customize the fields on your opt-in Forms and Event registrations to collect the data that matters most to your business.

## Add a field to a Form

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. [Create a Form](./create-and-build-your-form) or edit an existing one.
4. Scroll down to Form Fields and click **Add Form Field**.
5. Select an existing field or click **Create A New Field**.
6. Click **Save**:

<div>
  <iframe />
</div>

When a Form is submitted, the data collected is included in the submitter's Contacts Profile. View the submitted data in your **Contacts** tab. [Learn more](../../contacts/manage-your-contacts/how-to-manage-your-contacts-profiles)

<Note>
  **Note:**
  Create up to 50 custom Form Fields in your site. Custom Fields are created by selecting **Create a New Field** in a Form. If you reach your maximum custom Form Fields for your site, learn to [archive or permanently delete custom Fields](./how-to-remove-custom-form-fields).
</Note>

## Edit a Form field

### Form Editor options

* Click on an existing field on the Form to edit the field
* **Change the order** of the fields on your Form by clicking and holding `=` next to the field title and dragging to your desired location
* Choose to make the **Form field required** by checking or unchecking **Make this field required** in the Field Editor

### Edit field settings

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Selecting **Make this field required** makes the field required in every Form in which the field is used. If you need the field to be required in one Form while staying optional in another, create two identical custom fields — one as a required field and the other as an optional field.
</Note>

## Create a field type

* **Text** — allows Form submitters to enter a short line of custom text:

<img alt="Text form field" />

* **Phone** — allows Form submitters to enter their phone number:

<img alt="Phone form field" />

* **Email** — allows Form submitters to enter another email:

<img alt="Email form field" />

* **Text Area** — allows Form submitters to enter more text than the Text type:

<img alt="Text area form field" />

* **Checkbox** — allows Form submitters to check a box or leave it unchecked (typically used with yes or no type inquiries, but can also be used for a "select all that apply" question):

<img alt="Checkbox form field" />

* **Select Box** — allows Form submitters to select a choice from a dropdown menu:

<img alt="Select box form field" />

* **Radio Buttons** — allows Form submitters to check a button next to their selection:

<img alt="Radio buttons form field" />

* **Country** — allows Form submitters to select their country from a dropdown menu

To customize the look and feel of your Form, add it to a page and customize your Form Block with the Page Editor. [Learn to add and customize a Form on your page](../../website/pages/how-to-add-a-form-to-your-page).


# Autofill Forms by passing submission data to the thank you page
Source: https://help.kajabi.com/articles/marketing/forms/how-to-autofill-forms-by-passing-submission-data-to-the-thank-you-page

Use the Pass submission data to the thank you page setting to autofill a second Form.

**Pass submission data to the thank you page** is a feature for those with developer experience to display data submitted (e.g., name and email) on the thank you page by enabling this feature with custom code.

<Note>
  **Note:**
  Without custom coding, the data sent with this feature will not be captured to display on your page.
</Note>

This feature is made possible with the After Submission settings in Forms. [Learn about the Form After Submission settings.](./how-to-use-the-after-submission-settings-in-forms)

You can use this feature to autofill a second Form after the initial Form is submitted, creating a seamless user experience.

<img alt="After submission settings" />

## Set up autofill Forms with custom coding

Setting up a Form to lead to another Form lets you collect a simple submission before asking more detailed questions, or have your users complete a Form before getting access to your application.

This setup redirects users to an auto-filled Form after submitting the first Form. The second Form autofills their name and email by pulling the data from the first Form submission:

<div>
  <iframe />
</div>

## Before you begin

* Create your [Forms](./create-and-build-your-form)
* Create your [Pages](../../website/pages/how-to-add-pages-to-your-website)

For this setup, you need two Forms and two Pages (one Form per Page). If you have already prepared your landing pages with your Forms, continue to the first step.

<Tip>
  **Tip:**
  This feature works for Single Opt-in and [Double Opt-in](./how-to-set-up-a-form-with-double-opt-in) Forms, but does not work for Forms triggered by a [Two-Step Opt-in](../../website/pages/how-to-use-the-two-step-optin-popup) popup.
</Tip>

## Enable pass submission data

Enable pass submission data for the first Form your users will submit.

First, enable **Send the contact to a custom thank you page**. Your "custom thank you page" is the second page containing the second Form:

1. Open the **Marketing** tab from the Dashboard.
2. Click **Forms**.
3. Select the first Form your users will complete.
4. Navigate to the **After Submission** settings.
5. Enable **Send the contact to a custom thank you page**.
6. Select the second page with your second Form from the dropdown:

<div>
  <iframe />
</div>

Then, enable **Pass submission data to the thank you page**:

<img alt="Pass submission data setting" />

## Add custom code to the page

<Warning>
  **Important:**
  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

After enabling the After Submission settings, add custom code to your second page to enable the autofill.

This step varies depending on the editor used to build your pages. Select the editor used to create your page below to learn how to add the custom code:

* Kajabi Pages
* Premier

Copy and paste the Javascript code below to the second page containing the Form you wish to autofill:

```javascript theme={null}
<script>
const queryString = window.location.search; //get the URL of the page

 const urlParams = new URLSearchParams(queryString); //process the URL so you can pick out the parameters inside 

const nameParam = urlParams.get('name') //get the name parameter inside the URL 

const emailParam = urlParams.get('email') //get the email parameter inside the URL 

var name =nameParam; 
var email =emailParam; 

var x = document.getElementById("form_submission_name"); //get the Name field of the form 
x.value = name; //autofill name field with the value we got from the URL 
var y = document.getElementById("form_submission_email"); //get the Email field of the form 
y.value =email; //autofill email field with the value we got from the URL 
</script>
```

## Kajabi Pages

With Kajabi Pages, you can add the custom code directly from your page editor.

First, copy the custom code above.

<Note>
  **Note:**
  When copying the code, leave out the opening and closing `<script>` tags (i.e., `<script>` and `</script>`) if you are using Kajabi Pages.
</Note>

Then, navigate to your Kajabi account:

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Select the second page containing the Form you want autofilled.
4. Click **Settings** in the editor.
5. Open **Custom Code**.
6. Paste the Javascript code into the Javascript box.
7. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After entering and saving your custom code onto your page, the setup is complete. When a visitor completes and submits the first Form, the second Form autofills with their name and email from the information submitted in the first Form.

## Premier

If you are using Premier, you need access to the Code Editor only available with the Pro Plan. Check out [kajabi.com/pricing](https://kajabi.com/pricing) to learn more about the features available with your pricing plan.

First, copy the entire custom code above (including the opening and closing `<script>` tags; `<script>` and `</script>`).

Then, navigate to your Kajabi account to access the Code Editor for your page built with Premier. [Learn to access the code editor for your page.](../../website/pages/how-to-access-the-code-editor#page-theme)

In the code editor, add the custom code to your page template:

1. Open the **Templates** folder.
2. Select the **index.liquid** file.
3. Scroll to the bottom of the file.
4. Place your cursor before the closing body tag (i.e., `</body>`).
5. Click the `enter` key on your keyboard to create an empty line.
6. Paste your custom Javascript code into the line directly above the closing body tag (i.e., `</body>`).
7. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After entering and saving your custom code onto your page, the setup for a Premier page is complete. When a visitor submits the first Form, the second Form autofills with their name and email from the information submitted in the first Form.


# Export information from a Form
Source: https://help.kajabi.com/articles/marketing/forms/how-to-export-information-from-a-form

Export a CSV file of contacts who have opted in to a Form.

Export contact information from a Form submission to a CSV file. This is useful for tracking opt-ins, analyzing lead data, or importing contacts into external tools.

<div>
  <iframe />
</div>

## Export contacts from a Form

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Select the Form with the data you want to export.
4. Click **Submissions**.
5. Select **Export** in the top right corner:

<div>
  <iframe />
</div>

## CSV file

The information is sent to your email inbox as a CSV file that you can download. The file shows the time the Form was submitted, name, email, which Landing Page, and the landing page's ID number.

<img alt="CSV file example" />


# Fix white or invisible text on a Form
Source: https://help.kajabi.com/articles/marketing/forms/how-to-fix-white-or-invisible-text-on-your-form

Resolve white or invisible text on a Form by adjusting font color settings.

White or "invisible" text happens when a user enters information on a Form and their text is not visible. This is typically caused by the Form text color matching the background color. You can fix this by adjusting font color settings or using custom code.

<div>
  <iframe />
</div>

## Identify white or invisible text

You can confirm the text is white or invisible by highlighting the Form text field with your cursor after typing:

<div>
  <iframe />
</div>

## Change body font color settings

Fix the white or invisible text on your Form by changing your page's body font color.

### Change page font color settings

1. Navigate to the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Select the **Website or Landing** tab to locate your page.
4. Select the title of your page to open the page editor.
5. Select the **Settings** tab from the page editor.
6. Select **Style Guide**.
7. Locate the **Fonts Colors** section.
8. Select the **Body Font Color** changer.
9. Select a color other than White.
10. Click **Save**:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you are using the [Premier template](../../website/pages/customizing-your-website-with-the-legacy-template-premier), the setting in your page editor is called **Typography** and the color setting you need to change is called **Font Color**.
</Note>

## Use custom code to change Form text color

<Warning>
  **Important:**
  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

You can fix the white or invisible text on your Form by adding custom code to your Encore template pages.

1. Navigate to the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Select the **Website or Landing** tab to locate your page.
4. Select the title of your page to open the page editor.
5. Select the **Settings** tab from the page editor.
6. Select **Custom Code**.
7. Locate the **CSS Code** text box.
8. Copy and paste the code snippet below in the **CSS Code** text box.
9. Click **Save**:

```css theme={null}
.form-control {
color: #000000;
}
input#form_submission_name.form-control {
color: #000000;
}
input#form_submission_email.form-control {
color: #000000;
}
```

`#000000` is the hex code for the color black. You can use a tool like [Coolors](https://coolors.co/) to generate hex codes for other colors. Replace `#000000` in the code snippet with your own hex codes.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you are using the [Premier template](../../website/pages/customizing-your-website-with-the-legacy-template-premier), this option requires you to have code editor access to add the code snippet to the overrides.scss file located in your Assets directory. [Learn how to access the code editor](../../website/pages/how-to-access-the-code-editor) for more information.
</Note>


# Grant access to an Offer after a Form submission
Source: https://help.kajabi.com/articles/marketing/forms/how-to-grant-access-to-an-offer-after-a-form-submission

Grant access to an Offer automatically after a user submits a Form.

Use **Automations** in your Form to automatically grant access to an Offer when someone submits the Form. This is useful for providing free access to content, courses, or other Products as a reward for opting in.

<div>
  <iframe />
</div>

## Grant access to an Offer

1. Open the **Marketing** tab from the Dashboard.
2. Click **Forms**.
3. Select an existing Form or [create a new one](./create-and-build-your-form).
4. Navigate to the bottom of the editor and click **+ Add Automation**.
5. In the **THEN** dropdown, select **Grant an Offer**.
6. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>


# Redirect Form submitters to a custom thank you page
Source: https://help.kajabi.com/articles/marketing/forms/how-to-redirect-your-form-submitters-to-a-custom-thank-you-page

Connect a Form to a custom thank you page to redirect subscribers after submission.

Redirect your Form submitters to a branded thank you page after they submit a Form. Custom thank you pages let you reinforce your messaging, deliver content, or guide subscribers to their next step.

<div>
  <iframe />
</div>

Looking to add a Form to a landing page? [Learn how to add a Form to your page](../../website/pages/how-to-add-a-form-to-your-page).

<Note>
  **Note:** This article covers redirecting to a Kajabi Landing Page. If you want to send form submitters to an external page outside Kajabi (such as a WordPress or third-party thank-you page), create a Kajabi Landing Page with a redirect script first, then connect it to your Form. [Learn how to set up a redirect on a Kajabi page.](https://help.kajabi.com/articles/website/pages/how-can-i-redirect-a-page)
</Note>

## Create a custom thank you page

1. Open the **Website** tab from your Dashboard.
2. Click the **Landing** pages tab.
3. Navigate to the top right corner of the page and click **+ New Landing Page**.
4. Select your desired Pages Template.
5. Click **Get Started**.
6. Enter your Page Title.
7. Click **Create** to generate your custom page:

<Tip>
  **Tip:** Check out the Thank You templates for a quick start.
</Tip>

<div>
  <iframe />
</div>

After generating your custom thank you page, use the page editor to customize it.

Read [Pages overview](../../website/pages/pages-explained) to learn more about using Kajabi Pages to build your custom page.

## Connect the thank you page to the Form

After creating your custom thank you page, connect it to your Form to redirect subscribers immediately after opting in.

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Select an existing Form or [create a new one](./create-and-build-your-form).
4. Click the checkbox next to **Send the contact to a custom thank you page**.
5. Select your created thank you page in the dropdown below.
6. Click **Save**:

<div>
  <iframe />
</div>

<Note>
  **Note:** When customizing your [page containing your Form Block](../../website/pages/how-to-add-a-form-to-your-page), there is a [Thank You Page setting](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block) in your page editor. If left unchecked, a Form submission redirects submitters to the [standard website Thank You Page](../../website/pages/how-to-build-your-thank-you-page) or to the Thank You Page selected in your [After Submission settings of the Form editor](./how-to-use-the-after-submission-settings-in-forms). If you enable the Thank You Page setting in your page editor, your page editor settings override the standard website thank you page and the After Submission Form settings thank you page.
</Note>


# Remove custom Form fields
Source: https://help.kajabi.com/articles/marketing/forms/how-to-remove-custom-form-fields

Archive or permanently delete a custom Form field to manage the field limit.

Removing a custom field can impact your contacts, Form submissions, and Offer purchases that use the field. To protect against accidental deletions, removing a field requires a few simple steps.

## Archive a custom Form field

<Tip>
  **Tip:**
  Archive your custom Form Fields if you have reached your [maximum number](./what-is-the-maximum-amount-of-fields-i-can-include-on-a-form) of custom Form Fields.
</Tip>

1. Open the **Settings** tab from your Dashboard.
2. Click **Form Settings**.
3. Locate the custom field you wish to remove. Only custom fields can be removed.
4. Click the **Archive** icon.
5. Confirm your wish to archive the field by clicking **Yes, archive**:

<div>
  <iframe />
</div>

## Permanently delete a field

<Warning>
  **Warning:**
  Deleting a field removes any data captured with the field on your contacts, Form submissions, and Offer purchases. This action cannot be undone.
</Warning>

1. First, archive your custom Form Field.
2. After archiving the field, navigate to the **Archived** tab and click **Delete**.
3. Confirm your wish to permanently delete the field by clicking **Yes, delete**:

<div>
  <iframe />
</div>


# Send email sequences based on Form answers
Source: https://help.kajabi.com/articles/marketing/forms/how-to-send-email-sequences-based-on-form-answers

Subscribe contacts to email sequences based on their responses submitted in a Form.

**Automations** let you send targeted email sequences to specific recipients based on their Form responses. This setup enhances the experience your contacts have with your email content by delivering personalized messaging based on their answers.

<Note>
  **Note:**
  Sending targeted email sequences based on Form responses requires the Conditional Field only available with Advanced Automations. Learn the difference between [Basic and Advanced Automations](../../marketing/automations/basic-vs-advanced-automations) for details.
</Note>

## Create email sequences

Draft and design personalized, branded email sequences to send to your Form submitters depending on their selected responses.

<Tip>
  **Tip:**
  Formulate the question and answers (or Choices as referred to in the Form builder) you wish to include in your Form before creating your Email Sequences. This helps you draft targeted email messaging based on the choices your users can select from.
</Tip>

For example, if you create a Form as a survey to collect user feedback (i.e., Love the course, Course was sometimes helpful, or Did not like the course) you may want to consider creating email sequences for each feedback response.

Not sure how to create an Email Sequence? [Learn how to create an Email Sequence](../../marketing/email-campaigns/create-an-email-sequence).

## Create a custom Form field

Now that you have completed the email content, set up your Form.

For the purpose of this guide, we use a survey to collect user feedback as an example:

1. Open the **Marketing** tab from the Dashboard.
2. Click **Forms**.
3. Select the Form you wish to edit or [create a new one](./create-and-build-your-form).
4. Under **Form Fields**, click **Create a New Field**.
5. Add a title (easily identifiable) and select **Radio Buttons** as the type.
6. Enter custom **Choices** for your contacts to select from (e.g., Everyday, Sometimes, Never).
7. Select **Make this field required** if you wish to require the field for your users to submit the Form.
8. Click **Save**:

<div>
  <iframe />
</div>

## Create the Automation

After creating your custom Form field, build your Automation to subscribe your Form submitters to different Email Sequences depending on their selected choice.

1. In your Form, locate **Automations**.
2. Click **+ Add Automation**.
3. Select **Subscribe to an email sequence** in the **THEN** field.
4. Select the Email Sequence that corresponds with your first custom Form field choice.
5. Click **Condition** and select the **Title** of your custom Form field.
6. In the dropdown menu, select the **Choice** that corresponds with your desired email sequence.
7. Click **Apply**.
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Repeat for each choice/answer created in your custom Form field to subscribe your Form submitters to different Email Sequences based on their selected answers:

<img alt="Email sequences based on form answers" />

Want to learn more about customizing your Form? Check out [Create and build a Form](./create-and-build-your-form).

## Share the Form

Now that you have set up the backend process, connect your Form to your landing pages so users can submit their responses and subscribe to your targeted email sequences.

By connecting your Form to your landing pages, you can design the appearance of your Form.

[Learn to connect your Form to your pages, Funnels, and external sites.](https://help.kajabi.com/hc/en-us/articles/360037456154)

<Tip>
  **Tip:**
  [Test your Automation by completing the Form on your page](../../marketing/email-campaigns/how-to-test-send-your-emails#h_84dfee70-b75a-4484-9e98-b3c69cd99bb6). Set your first email in your sequence to 0 for your test to receive the email the same day as your Form submission. Keep in mind, the Automation may take some time to process and trigger before your email arrives in your inbox.
</Tip>


# Set up a Form with double opt-in
Source: https://help.kajabi.com/articles/marketing/forms/how-to-set-up-a-form-with-double-opt-in

Enable or disable Double Opt-In on a Form to improve deliverability and lead quality.

**Double Opt-In** requires your subscribers to confirm their subscriptions via email before triggering any emails you may have set up with your Form. This setting improves both deliverability and lead quality and helps you on your [path to GDPR compliance](../../marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations#step1datacollectionformsanddoubleoptin).

<div>
  <iframe />
</div>

## Double opt-in

A Double Opt-In automatically sends a confirmation email to the address submitted on the Form:

<img alt="Double opt-in confirmation email" />

This email prompts your Form submitter to confirm their intention to subscribe and receive your sales and marketing emails before triggering any emails you may have set up with your Form.

After the Form submitter has confirmed their intention to subscribe, they can begin receiving your email campaigns until unsubscribed.

[Learn to view your contact Subscription Status](../../contacts/manage-your-contacts/what-does-the-subscription-status-mean)

## Benefits of double opt-in

When a lead confirms they want to remain a contact on your list, it shows they are interested in your business and will have a much higher likelihood of becoming a customer.

Making a Double Opt-In a requirement also reduces the chances of your marketing emails being flagged as spam and can help you comply with various laws (e.g., the [GDPR](../../marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations)).

<Note>
  **Note:**
  By default, Forms are set up as a Double Opt-In. Learn to enable and disable Double Opt-Ins for your Forms below.
</Note>

With a Double Opt-In Form, your contacts are added to your **Contacts** tab after confirming their desire to subscribe through the confirmation email.

If you choose to disable the Double Opt-In, contacts are added to your **Contacts** tab upon completion of the Form. This is considered a single opt-in, as contacts are not required to confirm their subscription.

## Enable or disable Double Opt-In

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Create a **Form** or edit an existing one.
4. Select **Double Opt-In (Recommended)** to enable or select **Single Opt-In** to disable.
5. Configure any additional opt-in settings if applicable.
6. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## Customize Double Opt-In confirmation

Customize your Double Opt-In confirmation email and confirmation page by configuring your Double Opt-In Additional Option settings.

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. Click the Form you wish to edit or create a Form.
4. Select **Double Opt-In (Recommended)**.
5. Enable your desired **Additional Options** settings:
   * Select **Send custom confirmation email to new contacts** to craft a custom email to encourage your Form submitters to confirm their intent to subscribe to your marketing emails. If the setting is left unselected, your Form submitters receive the default Double Opt-In email template.
   * Select **Redirect contacts to custom confirmation page** to design a custom confirmation page that displays after they have confirmed their desire to subscribe to your marketing emails. If left unselected, your Form submitters receive the default confirmation page.
6. Click **Save** to keep and apply your changes:

<img alt="Double opt-in customizations" />

## Default Double Opt-In email

If you choose to send the default Double Opt-In email after a contact submits a Double Opt-In Form, they receive the default Double Opt-In email template sent by your site:

<img alt="Default double opt-in email" />

<Note>
  **Note:**
  You can [edit the default Double Opt-In email from the Email Templates section in your Settings tab](../../account-settings/notifications/edit-automated-email-notifications).
</Note>


# Trigger Automations based on Form responses
Source: https://help.kajabi.com/articles/marketing/forms/how-to-trigger-automations-in-a-form-based-on-the-submitters-response

Set up Forms to trigger Automations based on the submitter's response with custom field types.

**Automations** can perform actions automatically based on a Form submitter's responses. Use conditional logic with custom field types — checkboxes, select boxes, and radio buttons — to control what happens after a Form is submitted.

For example, you can:

* Grant or revoke an Offer
* Subscribe to or unsubscribe from an Email Sequence
* Register to or deregister from an Event
* Add or remove a Tag
* Send an Email
* Send a single-use Coupon

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Creating a Form that triggers an Automation based on the response of the submitter requires Advanced Automations available with the Growth and Pro Plans. [Learn more about the different plans](https://kajabi.com/pricing/).
</Note>

## Trigger Automations with a checkbox

A *checkbox* allows your Form submitters to either select an option or leave it unselected. Create multiple checkboxes for your Form submitters to select one or more options:

<img alt="Checkboxes" />

### Create a checkbox

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. [Create a Form](./create-and-build-your-form) or choose an existing Form to edit.
4. Under **Form Fields**, choose **Add Form Field**.
5. Click **Create a New Field**.
6. Title your custom field and select **Checkbox** as the field type.
7. Click **Save**.
8. Navigate to the upper right corner of the Form Editor and click **Save** again:

<div>
  <iframe />
</div>

### Customize the Form Automation

After creating your checkbox, create an Automation in your Form to process the Form submitter's checkbox selection:

1. Inside the Form Editor, click **Add Automation**.
2. Select the action you want to occur after the Form is submitted in the **Then** dropdown menu.
3. Click the **Add Condition** button.
4. Select your custom checkbox field filter in the **Select filter** dropdown menu (custom field filters can be found at the end of the menu).
5. Enter `1` in the final field to trigger the Automation if the box is checked, or `0` to trigger the Automation if the box is not checked.
6. Click **Apply**.
7. Click **Save**:

<div>
  <iframe />
</div>

## Trigger Automations with a select box

A *select box* lets your Form submitters select a single response from a dropdown experience:

<img alt="Select Box" />

### Create a select box

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. [Create a Form](./create-and-build-your-form) or choose an existing Form to edit.
4. Under **Form Fields**, choose **Add Form Field**.
5. Click **Create a New Field**.
6. Title your custom field and select **Select Box** as the field type.
7. Enter your select box answer options.
8. Click **Save**.
9. Navigate to the upper right corner of the Form Editor and click **Save** again:

<div>
  <iframe />
</div>

### Customize the Form Automation

After creating your select box, create an Automation in your Form to process the Form submitter's select box selection:

1. Inside the Form Editor, click **Add Automation**.
2. Select the action you want to occur after the Form is submitted in the **Then** dropdown menu.
3. Click the **Add Condition** button.
4. Select your custom select box field filter in the **Select filter** dropdown menu (custom field filters can be found at the end of the menu).
5. In the second dropdown menu, select your desired select box answer option to trigger the Automation.
6. Click **Apply**.
7. Click **Save**:

<div>
  <iframe />
</div>

## Trigger Automations with radio buttons

*Radio buttons* let your Form submitters select a single response from multiple options:

<img alt="Radio Buttons" />

### Create radio buttons

1. Open the **Marketing** tab from your Dashboard.
2. Select **Forms**.
3. [Create a Form](./create-and-build-your-form) or choose an existing Form to edit.
4. Under **Form Fields**, choose **Add Form Field**.
5. Click **Create a New Field**.
6. Title your custom field and select **Radio Buttons** as the field type.
7. Enter your radio button answer options.
8. Click **Save**.
9. Navigate to the upper right corner of the Form Editor and click **Save** again:

<div>
  <iframe />
</div>

### Customize the Form Automation

After creating your radio buttons, create an Automation in your Form to process the Form submitter's radio button selection:

1. Inside the Form Editor, click **Add Automation**.
2. Select the action you want to occur after the Form is submitted in the **Then** dropdown menu.
3. Click the **Add Condition** button.
4. Select your custom radio buttons field filter in the **Select filter** dropdown menu (custom field filters can be found at the end of the menu).
5. In the second dropdown menu, select your desired radio button answer option to trigger the Automation.
6. Click **Apply**.
7. Click **Save**:

<div>
  <iframe />
</div>


# Use an opt-in to allow access to a video
Source: https://help.kajabi.com/articles/marketing/forms/how-to-use-an-opt-in-to-allow-access-to-a-video

Use an Opt-In form to gate free video content and grow your contacts list.

Using an **Opt-In Form** to gate free video content is a great way to organically grow your contacts list. Visitors submit a Form and are redirected to a page containing your video.

<div>
  <iframe />
</div>

## Create a page

First, create a Landing Page:

1. Open the **Website** tab from the Dashboard.
2. Select the **Landing** pages tab.
3. Click **+ New Landing Page**.
4. Choose from the many options of Page Templates. In this example we use **Danke**, a simple thank you page.
5. Select your template and click **Get Started**.
6. Title your page and click **Create**:

<div>
  <iframe />
</div>

To create a standard Website Page instead of a Landing Page, [learn how to add pages to your website](../../website/pages/how-to-add-pages-to-your-website).

## Add a video to the page

1. In the sidebar editor, click **Add Section** and choose **Video**.
2. Click **Add Video**.
3. Hover over your Video block and click **Edit**.
4. Open the **Video Actions** dropdown menu and select **Upload a New File** to upload your video.
5. Select and upload an image to use as your video thumbnail image:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  [Learn how to further customize your page](../../website/pages/pages-explained#h_54126d74-7fd2-426c-a5c5-21fea7244c56).
</Tip>

## Create a Form that leads to the video page

After creating and customizing your page containing your uploaded video content, create your Opt-In Form:

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Click **New Form** and give it a title.
4. Click **Save**.
5. [Edit the Form fields](./how-to-add-and-edit-fields-on-a-form) and [Automations](../../marketing/automations/automations-overview) as needed.
6. Check the **Send the contact to a custom thank you page** box and select your created page from the dropdown menu.
7. Click **Save**:

<div>
  <iframe />
</div>

## Add the Form to a page

After setting up the Opt-In Form that leads to your video page, share your Opt-In Form by adding it to your other pages (e.g., home page, sales page, etc.).

[Learn to add a Form to a page](../../website/pages/how-to-add-a-form-to-your-page)

After adding your Form to your desired page, site visitors can access your video page by submitting the Form:

*Opt-in to view video example:*

<div>
  <iframe />
</div>


# Use Automations in Forms
Source: https://help.kajabi.com/articles/marketing/forms/how-to-use-automations-in-forms

Set up Automations for Opt-In Forms to automate Offers, Email Sequences, Events, Tags, Emails, and Coupons.

**Automations** let your Kajabi site run on its own by performing actions automatically when a Form is submitted. You can grant Offers, subscribe contacts to Email Sequences, register contacts to Events, add Tags, send emails, and distribute Coupons.

## Create an Automation in a Form

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Create a **Form** or edit an existing one.
4. Scroll down to the **Automations** section:

<div>
  <iframe />
</div>

## Select an Automation type

Available Automation types:

* **Offer**
* **Email Sequence**
* **Event**
* **Tag**
* **Coupon**

## Offer

### Grant an Offer

[Grant an Offer](../../sales/offers/how-to-grant-an-offer) after someone submits a Form:

1. Choose **Grant an Offer** as the **Then** action.
2. Select the Offer you are granting in the dropdown menu.

### Revoke an Offer

[Revoke an Offer](../../contacts/manage-your-contacts/revoke-product-access-from-a-customer) after someone submits a Form:

1. Choose **Revoke an Offer** as the **Then** action.
2. Select the Offer you are revoking in the dropdown menu.

### Deactivate an Offer

1. Choose **Deactivate Offer** as the **Then** action.
2. Select the Offer you are deactivating the user from in the dropdown menu.

## Email Sequence

### Subscribe

Subscribe a contact to an Email Sequence after they submit a Form:

1. Choose **Subscribe to Email Sequence** as the **Then** action.
2. Select the Email Sequence you want to subscribe them to.

### Unsubscribe

Unsubscribe a contact from an Email Sequence after they submit a Form:

1. Choose **Unsubscribe from an Email Sequence** as the **Then** action.
2. Select the Email Sequence you want to unsubscribe them from:

<div>
  <iframe />
</div>

Learn more about [Email Sequences](../../marketing/email-campaigns/email-campaigns-overview#email-sequence).

## Event

### Register

Register contacts to an Event after they submit a Form:

1. Choose **Register to an event** as the **Then** action.
2. Select the Event you want to register them to.

### Deregister

Deregister contacts from an Event after they submit a Form:

1. Choose **Deregister from an event** as the **Then** action.
2. Select the Event you want to deregister them from:

<div>
  <iframe />
</div>

Read [Event overview](../../marketing/events/event-overview) to learn more about Events in Kajabi.

## Tag

### Add a Tag

Add a Tag to the contact after the Form is submitted:

1. Choose **Add a tag** as the **Then** action.
2. Create or select an existing Tag in the field below.

### Remove a Tag

Remove a Tag from the contact after the Form is submitted:

1. Choose **Remove a tag** as the **Then** action.
2. Create or select an existing Tag in the field below:

<div>
  <iframe />
</div>

Learn [how to use Tags](../../contacts/manage-your-contacts/tags-overview).

## Email

Send a [transactional email](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails) when the Form is submitted:

1. Choose **Send an email** as the **Then** action.
2. Customize your transactional email in the field below:

<div>
  <iframe />
</div>

Learn more about the [difference between Marketing and Transactional Emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).

## Coupon

Email a single-use Coupon code to the contact after the Form is submitted:

1. Choose **Send a single-use coupon** as the **Then** action.
2. Select an existing [single coupon code](../../sales/coupons/what-is-the-difference-between-single-coupon-codes-and-bulk-coupon-codes#what-is-a-single-coupon-code) in the field below:

<div>
  <iframe />
</div>

Learn to [create a Coupon](../../sales/coupons/how-to-create-a-coupon).


# Use After Submission settings in Forms
Source: https://help.kajabi.com/articles/marketing/forms/how-to-use-the-after-submission-settings-in-forms

Configure options that automatically occur after a Form is submitted.

**After Submission settings** are actions that automatically occur after a Form is completed and submitted by your leads or customers. With Kajabi Forms, you can send a notification to your team, send the Form data to a third-party email provider, or route the contact submitting the Form to a custom thank you page.

<Frame>
  <img alt="After Submission Settings" />
</Frame>

## Send a notification to the team

Select this option, then enter the **Email Address** of your team member in the box below. To add multiple emails, hit the **Tab** button after you enter each email. Click **Save** to apply.

## Send the contact to a third-party email provider

To send the Form's data to a third-party email provider, first integrate with that provider within your Kajabi account.

[Learn how to integrate with third-party providers using the integration guides](https://help.kajabi.com/hc/en-us/sections/360008619374-Third-Party-Contact-Management-Integrations).

## Send the contact to a custom thank you page

<Note>
  **Note:** The dropdown only shows Kajabi Landing Pages that already exist in your account. You cannot enter an external URL directly. To redirect form submitters to a page outside Kajabi (for example, a WordPress or third-party thank-you page), first create a Kajabi Landing Page with a redirect script, then connect that page here. [Learn how to set up a redirect on a Kajabi page.](https://help.kajabi.com/articles/website/pages/how-can-i-redirect-a-page)
</Note>

To redirect the Form submitter to a thank you **Landing Page**, first create that page for it to appear as an option in the dropdown.

[Learn how to create a Landing Page](../../website/pages/how-to-add-pages-to-your-website).

##


# View Form submissions
Source: https://help.kajabi.com/articles/marketing/forms/how-to-view-form-submissions

View all responses to a Form from both the Form editor and Contacts tab.

**Form submissions** are the responses given in an Opt-In Form. Kajabi records every contact that completes and submits your Forms. You can locate submissions directly from the Form Editor or from the **Contacts** tab.

<div>
  <iframe />
</div>

## Form submissions

### Difference between Form tab and Contacts tab submissions

The Form Editor displays every contact submitted through the Form as well as any duplicate submissions that may occur:

<img alt="Form submissions in Form Editor" />

The **Contacts** tab filters only the contacts subscribed to your email marketing through the Form:

<img alt="Form submissions in Contacts tab" />

## View submissions in the Form tab

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Select the **Form** you wish to view.
4. Click **Submissions** under the Form title:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  You can view the total number of Form submissions at the bottom of the table on the **Submissions** page.
</Tip>

## View submissions in the Contacts tab

1. Open the **Contacts** tab from your Dashboard.
2. Click **Filters**.
3. Select your **Category**, **Conditional**, and **Value**:
   * **Category:** Forms
   * **Conditional:** Submitted
   * **Value:** Form title that you wish to filter
4. Click **Apply Filters**:

<div>
  <iframe />
</div>


# What happens when a Form is deleted
Source: https://help.kajabi.com/articles/marketing/forms/what-happens-when-a-form-is-deleted

Understand what happens to contacts and tags when a Form is permanently removed from your site.

Removing a Form from your site cannot be undone. Before deleting a Form, understand how it affects your contacts, their lifecycle data, and any Tags created through Form Automations.

## Delete a Form

1. Open the **Marketing** tab from your Dashboard.
2. Click **Forms**:

<img alt="Forms list" />

3. Select the Form you wish to delete.
4. Click the **more actions menu** (`…`) in the top-right corner of the Form Editor.
5. Select **Delete**:

<img alt="Delete form option" />

6. Confirm your desire to delete by clicking **Delete** in the pop-up modal:

<img alt="Confirm delete" />

## Contacts that submitted the Form

Contacts added to your **Contacts** tab through a Form submission continue to remain in your **Contacts** tab if you remove the Form from your site.

However, the **Lifecycle** tab for your contacts no longer displays the Form as an event that occurred in their lifecycle:

<div>
  <iframe />
</div>

## Tags created from the Form submission

If you have set up an [Automation](./how-to-use-automations-in-forms) to create a Tag when the Form is submitted, Tags applied to a contact remain in the contact's profile in your **Contacts** tab after the Form is removed from your site.

Form submitted:

<img alt="Form submitted with tag" />

Form deleted:

<img alt="Tag remains after form deleted" />


# Maximum Form fields
Source: https://help.kajabi.com/articles/marketing/forms/what-is-the-maximum-amount-of-fields-i-can-include-on-a-form

Add up to 50 total fields in a single Form and manage up to 50 custom Form fields per site.

You can add up to 50 total fields in a single Form and create up to 50 custom **Form Fields** in your site. This limit applies across all Forms on your site, not per individual Form.

<Note>
  **Note:**
  If you reach the maximum number of custom Form Fields for your site, learn to [archive or permanently delete custom Fields](./how-to-remove-custom-form-fields).
</Note>


# Duplicate a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/duplicate-a-funnel

Create an additional version of a Funnel by recreating it with duplicate pages.

<div>
  <iframe />
</div>

**Duplicating a Funnel** lets you recreate an existing Funnel without starting from scratch. Since Funnels use a combination of pages, automations, and emails, duplication involves copying the individual Funnel pages and then adding them to a blank Funnel.

## Duplicate Funnel pages

1. Open the **Website** tab from the Dashboard
2. Click **Pages**
3. Select **Funnel Pages**
4. Select the Funnel you wish to duplicate
5. Duplicate each page of the Funnel by clicking `…` next to your Funnel Pages
6. Select **Duplicate** from the dropdown menu
7. Edit the page if needed. When finished, click back to **Landing Pages**
8. The duplicated page will appear in the **Pages** tab under Standalone Pages with the number 1 next to the original titles. Rename the page to minimize confusion
9. Once you have duplicated all of the pages of your Funnel, return to the **Dashboard**

<div>
  <iframe />
</div>

Then, create a copy of your Funnel using the duplicated Pages.

<Note>
  **Note:**
  Forms in a Funnel Page are not duplicated during the Funnel Page duplication process. [Create a new Form](../../marketing/forms/create-and-build-your-form) and [add it](../../website/pages/how-to-add-a-form-to-your-page) to your duplicated Funnel Page to replace the original.
</Note>

## Add duplicated pages to a Funnel

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Click **New Funnel**
4. Select the **Blank** Funnel
5. Click **Choose Funnel**
6. Rename your created Funnel
7. In the Funnel editor, click **Add Page**
8. Select **Add Existing Landing Page**
9. Add the duplicated pages to the blank Funnel in the same order as the original

The automations from the pages, such as email sequences, will then populate in your Funnel:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The blank Funnel originates with a blank page. Be sure to remove this from the Funnel to accurately copy your Funnel.
</Note>


# Funnel templates
Source: https://help.kajabi.com/articles/marketing/funnels/funnel-templates

Explore the Funnel templates available in Kajabi.

<div>
  <iframe />
</div>

**Funnel templates** are set up to:

* Encourage your audience to opt in
* Provide them value
* Present your Offer

All Funnel templates are great for conversion.

Kajabi offers 7 different Funnel templates to accommodate different types of Offers:

* [Freebie Funnel](#freebie-funnel)
* [Sales Page Funnel](#sales-page-funnel)
* [Waitlist/Coming Soon Funnel](#waitlistcoming-soon-funnel)
* [Product Launch Funnel](#product-launch-funnel)
* [Zoom Webinar Funnel](#zoom-webinar-funnel)
* [Free Book Funnel](#free-book-funnel)
* [Coaching Campaign Funnel](#coaching-campaign-funnel)

Each flow is equipped with pages and emails that are needed to reach the desired outcome.

## Freebie Funnel

The Freebie Funnel is great for those just starting to build their list or beginning to grow their online reputation and brand. This Funnel is quick and provides instant value.

<img alt="Freebie Funnel" />

This template has been tested by Brendan Burchard to grow his very own list and now you can use it too. This is a very simple template that contains an Opt-in page promising some kind of value to lead to a thank you page containing that value.

The Freebie Funnel is an excellent lead generator that will automatically create an email sequence for you to nurture your growing list.

This Funnel is best used to grow your list with Kajabi.

## Sales Page Funnel

The Sales Page Funnel is great for those looking to get their Offer out quickly. This acts as a lead generator and a way to promote the Offer you are selling directly from the thank you page.

<img alt="Sales Page Funnel" />

This Funnel is the simplest way to get quick conversions. Generating the Sales Page Funnel will create an Opt-in page to promise your audience some kind of value. This value will then be delivered on the thank you page, built as a sales page.

The Sales Page behaves as a thank you page, but with a focus on the value to make a sale. From the Sales Page, your audience will be led to a Checkout Page to purchase the Offer you are selling.

This Funnel is a great lead generator while also resulting in a sale.

## Waitlist/Coming Soon Funnel

This Funnel is great for those looking to build an audience through a product waitlist. A waitlist allows you to connect with potential customers before you are ready to sell, setting you up for a great product launch.

<img alt="Waitlist Funnel" />

This Funnel is the simplest way to build an audience. Generating the Waitlist/Coming Soon Funnel will create an Opt-in Page to capture a potential customer's first name and email.

The Welcome Email automatically sends to those who join your waitlist. It behaves as a confirmation focusing on welcoming your customers, encouraging them to join the waitlist, and getting them excited about what you are working on.

This Funnel is a great lead generator and audience builder perfect for Kajabi businesses.

## Product Launch Funnel

The Product Launch Funnel is an ideal Funnel for those looking to lead with value and sell a multi-faceted program. This Funnel template allows you to show the value before asking for the sale.

<img alt="Product Launch Funnel" />

This Funnel can be used to do your own Product Launch. Designed by Brendan Burchard to mimic how he launches his online courses to build his online empire, the template begins with an Opt-in page to promise some kind of value in exchange for an email address.

The value provided is delivered in three sequential value pages over the coming days or weeks after your audience opts in. Your audience receives your three value pages through an automated email sequence generated with the Funnel template.

Each value page contains a simple layout to emphasize the value you provide. Each value page features a headline and a video to explain your value and how it will benefit them. Your value pages link to the Checkout Page for the Offer you discuss in your value pages.

In summary, the Product Launch Funnel is spread out over time with the automated email sequence as the glue to encourage your subscribers to go from one page to the next.

## Zoom Webinar Funnel

The Zoom Webinar Funnel is made for entrepreneurs who like to use webinars to promote and share information around a topic and pitch their Offer at the end.

<img alt="Zoom Webinar Funnel" />

This is an extremely powerful template that packs the power of a Product Launch into a Webinar.

Generating this template begins with a registration page. This registration page acts as a type of opt-in page to capture the email address of your registrants wanting to attend your Webinar. After registering, they will be led to a confirmation page with the date and time of the Webinar they registered for.

Your registrants will then be subscribed to Event emails leading up to the Webinar Event. Your Webinar can be powered by any Webinar Host (like Zoom) as long as you can paste the link to your Webinar in the Funnel.

During the Webinar, you can then provide value, confirming your attendees' desire to exchange their information for your Webinar Event.

At the conclusion of your Webinar, you can then pitch the Offer you are selling to your Webinar attendees. Your registrants will then be led to a sales page to encourage them to purchase the value discussed, and they will receive an email containing the direct link to the Checkout Page for your Offer.

This Funnel is power-packed with pages and email containing pre-written copy to help get your Webinar Funnel up and running quickly.

[Learn to set up a Zoom Webinar Funnel](../../marketing/funnels/how-to-set-up-a-zoom-webinar-funnel).

## Free Book Funnel

The Free Book Funnel is best for entrepreneurs who use a free book as a lead magnet. This book is the value your subscriber receives for opting into your email list for only the cost of shipping.

<img alt="Free Book Funnel" />

This Funnel template begins with an Opt-in page promising the book as the value. After a subscriber opts in by submitting their email address, they will be led to a Checkout Page to pay the shipping and handling fee.

After opting in, they will simultaneously be led to a Checkout Page to pay the shipping fee for the book and subscribe to an email sequence for you to encourage the sale of your main Offer.

This Funnel is versatile because you can do a free book launch to grow your list and nurture your list to sell your main Offer or lead to another Funnel with the power of Kajabi Automations.

## Coaching Campaign Funnel

The Coaching Campaign Funnel is great for coaches that require a scheduled initial call as part of their coaching program.

<img alt="Coaching Campaign Funnel" />

Whether you coach online or in-person, this template can help you build your coaching business.

As with all Funnels, this template starts off with an Opt-in page. In this case, the Opt-in page will act as an application for those wanting to join your coaching program.

Your applicants will be led to a thank you page containing further instructions while subscribing them to an Email Sequence that will encourage them to schedule their first appointment with you.


# Funnels overview
Source: https://help.kajabi.com/articles/marketing/funnels/funnels-in-kajabi

Automate marketing and sales with Funnels in Kajabi.

A **Funnel** is an advanced marketing tool that simplifies the relationship between marketing and sales by automating the entire process.

To better understand Funnels, think of a treasure map. In a treasure map, various locations are strung together to lead to the treasure. In the same way, Funnels string together landing pages and email campaigns to ultimately lead a potential customer to a purchase.

Take, for example, the Simple Sales Page Funnel:

<img alt="Simple Sales Page Funnel" />

In the Simple Sales Page Funnel, a potential customer will begin their journey from the Sales Page and be led to the Offer Checkout page to make their purchase.

Although this process can be built without a Funnel (by creating a [CTA button in a landing page](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page)), Funnels help you automate and organize the connection between landing pages and email campaigns within a single location of Kajabi.

With the building blocks of a Funnel:

* Landing pages
* Email campaigns
* An Offer

Design a seamless experience to encourage your audience to see the value you offer and provide them with the opportunity to access that value.

Funnel templates are designed with pre-built landing pages and email copy to help you get started.

Generate the Funnel template that best fits your vision to begin building your Funnel. [Learn to generate a Funnel](../../marketing/funnels/how-to-generate-a-funnel).

## Build a Funnel

After generating a Funnel template, begin building in your content from the Funnel customization screen:

<img alt="Funnel customization screen" />

Hovering over each page will display tips on how to use each auto-generated page in your Funnel.

Although Funnel templates generate pre-built landing pages and email copy to get you started, you have the flexibility and freedom to customize your Funnel to best fit your business.

Click into each page to begin customizing your Funnel page in the same way you would customize a landing page with Kajabi Pages.

Not familiar with Kajabi Pages? [Learn more about Kajabi Pages](../../website/pages/pages-explained).

Within your Funnel customization screen:

* [Add landing pages](../../marketing/funnels/how-to-add-a-page-to-your-funnel)
* [Reorder Funnel landing pages](../../marketing/funnels/how-to-reorder-pages-in-a-funnel)
* [View the Funnel Checklist](../../marketing/funnels/how-to-use-the-funnel-checklist)
* [Share the Funnel with the Funnel link](../../marketing/funnels/share-your-funnel)
* [View video stats](../../marketing/funnels/how-to-view-video-stats-in-a-funnel)
* [View Funnel stats](../../marketing/funnels/how-to-view-page-and-email-stats-in-funnels)

This allows you to manage and customize all the building blocks of your Funnel in one location.

Now that you are familiar with the building blocks of a Funnel, [learn more about each Funnel template](../../marketing/funnels/funnel-templates).


# Add a chat box to a live webinar Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-add-a-chat-box-to-a-live-webinar-funnel

Include a Chatbox with a Live Webinar Funnel using YouTube Live to interact with viewers in real-time.

<div>
  <iframe />
</div>

A **chat box** in a live webinar Funnel lets you interact with your audience in real time during a YouTube Live stream. This feature is only available with the Legacy Webinar Funnel using YouTube Live — it will not display with a pre-recorded webinar or the Zoom Webinar Funnel.

<Note>
  **Note:**
  The Legacy Webinar Funnel, Live Webinar (YouTube Live), is required to enable a chat box. The chat box will not display with a pre-recorded webinar or the Zoom Webinar Funnel.
</Note>

## Create a Webinar Funnel

1. Log into your Kajabi account
2. Open the **Marketing** tab from the Dashboard
3. Click **Funnels**
4. Click **+ New Funnel**
5. Navigate to the bottom of the page and select **Legacy Funnels**
6. From the selection of Legacy Funnels, choose **Webinar** then click **Create Funnel**
7. In the **Webinar Type** dropdown, be sure to select **Live Webinar (YouTube Live)**
8. Select the Time and Date of the Webinar, the Time Zone, and an Offer you would like your Webinar viewers to purchase

<div>
  <iframe />
</div>

## Set up YouTube Live

1. In your YouTube Studio dashboard, click **Create** then select **Go Live**

### Configure YouTube Live settings

1. Create a title and select Public or Unlisted
2. Select **No, it's not made for kids** for the Audience Type

<Note>
  **Note:**
  YouTube Live chat is only available if your live stream's audience is set for **not made for kids**.
</Note>

3. Scroll down and click **More Options**
4. Click **Advanced Settings**
5. Ensure that **Allow Chat** is enabled
6. Return to the Basic Settings and click **Next**. This will launch a streaming preview to attach as the Thumbnail
7. If you wish to upload a custom image for the Thumbnail or Retake Thumbnail, hover over the image and select your desired option
8. In the Popup, click **Share**
9. Copy the **ID** at the end of the link to your clipboard, in this example:

   [https://youtu.be/\*\*PXI4Y76qHZQ](https://youtu.be/**PXI4Y76qHZQ)\*\*

<div>
  <iframe />
</div>

## Connect YouTube Live to the Funnel

1. Head back into the Kajabi Funnel page and click into **Webinar Room**
2. Select **YouTube Live** in the sidebar on the right and paste the **ID** into **Video ID**
3. Make sure to check **Show Chat**
4. Click **Save** to keep your changes

<div>
  <iframe />
</div>

Fill out the remaining steps in the [Funnel Checklist](../../marketing/funnels/how-to-use-the-funnel-checklist) to finish your Webinar Funnel with YouTube Live.


# Add a page to a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-add-a-page-to-your-funnel

Add pages to a Funnel template for additional customization.

<div>
  <iframe />
</div>

Adding a **Landing Page** to a Funnel lets you extend the visitor journey with additional steps — such as an extra sales page, a thank you page, or a content page — without building a Funnel from scratch.

## Add a Landing Page to a Funnel

1. From the Dashboard, open the **Marketing** tab.
2. Click **Funnels**.
3. Select the **Funnel** you want to edit.
4. Hover between two existing pages until the **+ Add Page** button appears:
   <img alt="Funnel Page" title="Funnel Page" />
5. Click **+ Add Page**.
6. Select **New Landing Page** or **Existing Landing Page**, then click **Next**.
7. For an existing Landing Page, select it under **Choose Your Page**, and click **Save** to add it to your Funnel.
8. For a new Landing Page, choose a **Page Type**, then click **Next.**
9. Choose a **Page Style**, then click **Next.**
10. Enter a **Page Name**.
11. Click **Save** to generate the new Funnel page.

<Tip>
  **Tip:** Check your previous steps to ensure that any triggers (e.g., Thank you page URL) lead to your added page. If your Funnel skips the page during your test and preview, a previous step may not be set up to lead to it.
</Tip>


# Add emails to a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-add-emails-to-a-funnel

Add an Email Sequence or Event with emails to a Funnel flow and customize them directly in the Funnel.

<div>
  <iframe />
</div>

Adding **emails** to a Funnel lets you automate follow-up communication with your visitors. You can add Email Sequence emails or Event emails directly to your Funnel and manage them from the Funnel builder.

## Email Sequence emails

Add Email Sequence emails directly to your Funnel and subscribe a visitor to the email sequence when your Opt-in Form is submitted.

<Note>
  **Note:**
  You will need to have an [Opt-in Form](../../marketing/forms/create-and-build-your-form) on one of the pages in your Funnel.
</Note>

### Add an Email Sequence to a Funnel

1. Select the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select an existing **Funnel** or [generate a new Funnel](../../marketing/funnels/how-to-generate-a-funnel)
4. From your Funnel template, click **+Add Automation**
5. Select **Subscribe to an email sequence**
6. Click **Save**

<div>
  <iframe />
</div>

You can now customize your email sequence directly in your Funnel.

### Add emails to the sequence

1. Click on the email sequence from your Funnel template
2. Click **Add New Email**

### Remove emails from the sequence

1. Click on the email sequence from your Funnel template
2. Select the email you wish to remove
3. Click **Delete** at the bottom of the email body

## Event emails

Add Event emails directly to your Funnel template and register visitors to the event when your opt-in form is submitted.

<Note>
  **Note:**
  You will need to have an opt-in form on one of the pages in your Funnel template.
</Note>

### Add an Event to a Funnel

1. Select the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select an existing **Funnel** or [generate a new Funnel](../../marketing/funnels/how-to-generate-a-funnel)
4. From your Funnel template, click **+Add Automation**
5. Select **Register to an event**

<div>
  <iframe />
</div>

You can now customize your event emails directly in your Funnel.

### Add Event emails

1. Click on the event emails in your Funnel template
2. Click **Add Email**

### Remove Event emails

1. Click on the event emails in your Funnel template
2. Select the email you wish to remove
3. Click **Delete Event Email** at the bottom of the page


# Attach multiple Offers to a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-attach-multiple-offers-to-a-funnel

Add Pricing Card Blocks to Funnel Landing Pages to convert leads into paying customers.

<div>
  <iframe />
</div>

**Pricing Card Blocks** let you display multiple **Offers** on a single **Funnel** page, giving your visitors the ability to compare options and choose the right fit. Use this approach when you want to present tiered pricing or bundle options within a Funnel.

1. From the Dashboard, select the **Marketing** tab.
2. Click the **+ New Funnel** button to generate a **Funnel**.
3. Click **Get started** on the **Sales Page** **Funnel.**
4. Give your Funnel at **Title**.
5. Choose an existing **Offer** to sell with this Funnel, and then, select **Create Funnel**.
6. Select the **Sales Page.**
7. Click **Add Section** from the sidebar control panel.
8. Scroll down to select **Pricing Cards:**
   <img alt="Kajabi Admin Pipelines 2148786331 Edit 05 15 2026 06 18 PM" />
9. Click **Add** to add the section to your Sales Page. The Pricing Cards section will be added to the bottom of your page.
10. Repeat this for each Offer you want to include.
11. Set the **Call-to-Action** in each block to lead to the associated **Checkout Page** for each Offer.

<Note>
  **Note:** Your [Funnel stats](../../marketing/funnels/how-to-view-page-and-email-stats-in-funnels) will only show sales stats from the Offer Checkout Page in your Funnel. Sales that come from Pricing Card Blocks will not be reflected in the Funnel stats.
</Note>


# Customize a Funnel page
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-customize-a-funnel-page

Access the Funnel Page Builder to customize Funnel pages.

<div>
  <iframe />
</div>

A **Funnel Page** is a landing page built specifically for your Funnel. Customizing your Funnel Pages is an essential step in setting up your Funnel — it ensures your branding, messaging, and calls to action align with your business goals.

[Learn more about Funnels](../../marketing/funnels/funnels-in-kajabi).

## Access the Funnel Page Builder

On Kajabi your site consists of [Website, Landing, and Funnel pages](../../website/pages/pages-overview). Each page type can be customized with the Kajabi Page Builder.

[Learn more about customizing Kajabi Pages](../../website/pages/pages-overview).

There are two ways to access the Funnel Page Builder from Kajabi: from the Pages tab or the Marketing tab.

### Access from the Pages tab

1. Open the **Website** tab from the Dashboard
2. Click **Pages**
3. Select **Funnels**
4. Select the Funnel you wish to customize
5. Locate the Funnel page and click **Customize**

<div>
  <iframe />
</div>

### Access from the Marketing tab

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Locate the **Funnel** that contains the Page you want to edit
4. Click the **Page** you wish to edit

<div>
  <iframe />
</div>

## Additional resources

* [Use the Funnel Checklist](../../marketing/funnels/how-to-use-the-funnel-checklist)
* [Add a page to a Funnel](../../marketing/funnels/how-to-add-a-page-to-your-funnel)
* [Reorder pages in a Funnel](../../marketing/funnels/how-to-reorder-pages-in-a-funnel)


# Delete a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-delete-a-funnel

Remove a Funnel from the Marketing Funnel tab.

<Warning>
  **Warning:**
  Deleting a Funnel cannot be undone.
</Warning>

<div>
  <iframe />
</div>

Deleting a **Funnel** removes it from the Marketing Funnel tab to free up space for additional Funnels, depending on your [Kajabi Plan](https://kajabi.com/pricing).

<Note>
  **Note:**
  Landing Pages, Automations, emails, and/or Events created in the deleted Funnel will remain in their respective tabs within Kajabi. For example, Landing Pages created in a deleted Funnel can be found in your list of Standalone Landing Pages within the Pages tab.
</Note>

## Delete a Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnels**
3. Click into an existing **Funnel**
4. At the top of your Funnel, click the **Funnel Title**
5. In the dropdown menu, select **Delete**

<div>
  <iframe />
</div>


# Generate a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-generate-a-funnel

Generate a Funnel template to start building marketing automation.

<div>
  <iframe />
</div>

A **Funnel** brings marketing and sales together through the power of automation. A Funnel can help drive traffic to your opt-in page, capture lead information, send follow-up content, and ultimately convert visitors into paying customers.

With Kajabi, Funnels are designed with pre-built landing pages and email copy. Generate the Funnel template that best fits your vision to get started.

[Learn more about Funnels on Kajabi](../../marketing/funnels/funnels-in-kajabi).

## Generate a Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnels**
3. Click **+ New Funnel**
4. Choose your **Funnel Template**
5. Enter a **Title** for your Funnel
6. Click **Create Funnel**

<div>
  <iframe />
</div>

## Duplicate a Funnel

1. From the Dashboard, open the **Marketing** tab.
2. Click **Funnels.**
3. Next to the Funnel, click the **more options icon** (...).
4. Select **Duplicate.**
5. Confirm by clicking **Duplicate** in the new modal.
6. The duplicate funnel will appear at the top of the list. Click the title of the Funnel to edit the new Funnel.


# Reorder pages in a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-reorder-pages-in-a-funnel

Rearrange existing pages in a Funnel to fit the style and flow of a marketing Funnel.

<div>
  <iframe />
</div>

**Reordering pages** in a Funnel lets you rearrange the flow your visitors experience. Adjust the page order to match your marketing strategy and guide visitors through the journey you intend.

## Rearrange pages in a Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnels**
3. Edit an existing Funnel or [create a new one](../../marketing/funnels/how-to-generate-a-funnel)
4. Click `…` on one of the Funnel cards
5. Choose **Reorder** from the more options dropdown
6. Click and drag the pages to create your desired flow

<div>
  <iframe />
</div>


# Replace an Event in an existing Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-replace-an-event-in-an-existing-funnel

Replace an Event in an existing Funnel without rebuilding it from scratch.

<div>
  <iframe />
</div>

Replacing an **Event** in an existing Funnel lets you swap out the current Event without rebuilding the entire Funnel. Remove the existing Event automation first, then add the replacement.

## Remove the existing Event from a Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnels**
3. Select your Funnel to open your Funnel template
4. Select the automation that you use to register contacts to an Event when your form is submitted. This automation will be found on your opt-in page
5. Click **Delete**
6. Click **Ok** to confirm you would like to delete the automation rule

<div>
  <iframe />
</div>

## Add an Event to the Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnels**
3. Select your Funnel to open your Funnel template
4. Click **Add Automation**
5. Select **Register to an event** from the dropdown menu
6. Select your Event from the dropdown menu
7. Optional: [Add a conditional to your automation](../../marketing/automations/automations-overview)
8. Click **Save**

<div>
  <iframe />
</div>


# Replace the PDF file in a Freebie Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-replace-the-pdf-file-in-a-freebie-funnel

Change the downloadable file in a Freebie Funnel.

A **Freebie Funnel** is a great tool for building your list and growing your online reputation. This simple template contains an Opt-in page promising some kind of value, leading to a thank you page containing that value — specifically, your downloadable PDF file:

<img alt="Freebie Funnel" />

[Learn more about Funnels in Kajabi](../../marketing/funnels/funnels-in-kajabi).

## PDF file location

When generating a Freebie Funnel, you are prompted to:

* Name your Funnel
* Upload your freebie file

<img alt="Freebie Funnel setup" />

Your uploaded freebie file will be added as a download on the thank you page of your Funnel:

<img alt="Thank you page download" />

## Replace the downloadable file

Change your downloadable PDF file in a Freebie Funnel by replacing the original file in the Thank You Page of your Funnel.

### Navigate to the Freebie Funnel builder

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select your Freebie Funnel

<div>
  <iframe />
</div>

### Open the Thank You page

When your visitors submit the Form for your Freebie Funnel, they will be redirected to a Thank You Page containing your downloadable PDF file.

Swap out the file by opening the Thank You Page editor in your Freebie Funnel builder:

<img alt="Thank you page" />

### Upload the file

Your visitors will access your PDF file by clicking the **Download Now** call to action button in the Thank You page:

<img alt="Download button" />

Open the Call to Action editor to change out the downloadable file:

1. Click **Download Now** to edit
2. Navigate to the sidebar editor
3. Locate the Call To Action block settings in the sidebar
4. Under Button Action, click **Pick File**
5. Select the file from the file picker to replace your original PDF
6. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

After customizing and branding your Funnel, begin sharing it with your audience. [Learn to share your Funnel](../../marketing/funnels/share-your-funnel).


# Set up a live evergreen webinar
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-set-up-a-live-evergreen-webinar

Set up a live evergreen webinar using the Zoom Webinar Funnel in Kajabi.

A **live evergreen webinar** lets you run a recurring live webinar on an automated schedule. Set up your webinar or meeting in Zoom, connect it to a Kajabi Funnel, and configure it to repeat at the frequency you choose.

## Set up a webinar or meeting in Zoom

<Note>
  **Note:**
  The Webinar feature in Zoom is a paid upgrade from the free account. If you'd like to use Zoom completely free, use the Meeting function.
</Note>

### Create a Webinar in Zoom

1. Log in to your **Zoom account** on a web browser
2. Select the **Webinar** tab from the sidebar
3. Click **Schedule a Webinar**
4. Title your Webinar, add a description, and choose a date and duration
5. Make sure registration **IS NOT REQUIRED**
6. Check that the Host's video will be on when the webinar starts
7. Select **Record the webinar automatically** if you would like to keep a copy for later use
8. Click **Save** and scroll down on the page to copy your Zoom Webinar link

<div>
  <iframe />
</div>

### Create a Meeting in Zoom

1. Log in to your **Zoom account** on a web browser
2. Select the **Meeting** tab from the sidebar
3. Click **Schedule a Meeting**
4. Title your Meeting, add a description, and choose a date and duration
5. Make sure registration **IS NOT REQUIRED**
6. Check that the Host's video will be on when the meeting starts
7. Select **Record the meeting automatically** if you would like to keep a copy for later use
8. Turn on the **Waiting Room**
9. Click **Save** and copy your Zoom Meeting link

<div>
  <iframe />
</div>

## Generate the Zoom Webinar Funnel

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnel**
3. Navigate to the top right corner of the page and select **+ New Funnel**
4. From the list of Funnel templates, select **Zoom Webinar Funnel**
5. Click **Create Funnel**
6. In the prompt, create a title, paste your Webinar link, select the date for which your evergreen webinar will begin, and select an Offer if you wish to sell an Offer with the webinar
7. Click **Generate Funnel**
8. Navigate to the **Event** section of the Funnel and toggle on **Repeat this Event**
9. Choose how often you would like this event to repeat, then click **Save**

This Live Webinar Funnel will now repeat in accordance with the frequency you selected:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  You can use this same process with any webinar host whether it be Zoom, EverWebinar, or WebinarJam.
</Tip>


# Set up a pre-recorded evergreen webinar with the Webinar Legacy Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-set-up-a-pre-recorded-evergreen-webinar-with-the-webinar-legacy-funnel

Set up a pre-recorded evergreen webinar using the Legacy Funnel in Kajabi.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Creating your pre-recorded webinar Funnel with the Legacy Funnel, Webinar, will not include the features available with the Zoom Webinar Funnel. If you wish to use the Zoom Webinar Funnel, refer to the [Zoom Webinar Funnel guide](../../marketing/funnels/how-to-set-up-a-zoom-webinar-funnel).
</Note>

A **pre-recorded evergreen webinar** lets you replay a webinar on a recurring schedule using the Legacy Funnel. Record and edit your webinar video before setting it up in Kajabi, then keep the file in an easily accessible location for upload.

## Generate the Webinar Legacy Funnel

1. Open the **Marketing** tab from the Dashboard
2. Click the **Funnel** tab
3. Navigate to the bottom of your Funnel Templates to open **Legacy Funnels**
4. Select **Webinar**
5. Click **Create Funnel**
6. Complete the prompt to generate your Funnel. Be sure to select "webinar"
7. Click **Create Funnel**

<div>
  <iframe />
</div>

## Upload the pre-recorded video

After generating your Webinar Funnel, upload your pre-recorded webinar video.

From the Funnel Builder:

1. Open the **Webinar Room** page
2. Navigate to the sidebar editor and click **Event Video**
3. Scroll to the **During Event** section
4. Click **Add video**
5. Upload your video
6. Click **Save** to apply and keep your changes

<div>
  <iframe />
</div>

## Set the Event to repeat

With an evergreen webinar, your Event is set to repeat over time:

1. Open the **Event** section of your Funnel
2. Toggle on **Repeat this event**
3. Select how often you want your Webinar Funnel to repeat
4. Click **Save**

<div>
  <iframe />
</div>

Now that you have set up the main building blocks for your pre-recorded evergreen webinar, customize the rest of your Funnel to fit your brand and business.

Then, begin sharing your Funnel with your audience. [Learn to share your Funnel](../../marketing/funnels/share-your-funnel).

<Note>
  **Note:**
  Since this Funnel will be repeating, registrants will only be subscribed to one cycle of the webinar and the associated Email Sequence. You can subscribe them to other Email Sequences by creating an Automation within the Registration Form.
</Note>


# Set up a Zoom Webinar Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-set-up-a-zoom-webinar-funnel

Set up a Webinar Funnel using the Zoom Webinar Funnel template in Kajabi.

<div>
  <iframe />
</div>

The **Zoom Webinar Funnel** combines registration pages, event emails, and a sales page into a single automated flow. Use it to promote a live webinar, capture registrants, and convert attendees into customers.

<Note>
  **Note:**
  The Webinar feature in Zoom is a paid upgrade from the free account. If you'd like to use Zoom completely free, you can use the [Meeting function](https://zoom.us/meetings).
</Note>

## Zoom Webinar Funnel template

<Note>
  **Note:**
  All of these Pages and Email Sequences are generated with fill-in-the-blank copy designed by Brendon Burchard. Make sure you edit each page individually with text specific to you and your business.
</Note>

### Contents of a Zoom Webinar Funnel

The Zoom Webinar Funnel template generates a:

* Registration page
* Event with surrounding emails
* Confirmation page
* Sales page
* Offer checkout page

### Registration Page

Visitors register for your webinar on this page and opt in to receive updates or news about the event. Let your customers know what you will be teaching during your webinar and why they should register.

<div>
  <iframe />
</div>

### Event with lead-up and follow-up Event Emails

The Registration Page will register the user to the Event as well as subscribe to the Event's lead-up and follow-up Event Emails. There will be a total of nine emails around the Event:

* 4 reminder emails, the last of which will contain a link to the Zoom room
* 5 follow-up emails that will link to your sales page

All of the copy in these emails is designed directly from Brendon Burchard's Expert's Academy.

Click into an email to customize your message:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Need to change your Zoom Link? Open the Day #4: Day of Reminder email and change your Zoom link from the Body text, then open the Confirmation Page to update the Zoom link from the Countdown block.
</Tip>

### Confirmation Page

Immediately after registering, your visitors will be taken to the confirmation page. Use this page to thank them for registering and remind them when the event will take place.

<div>
  <iframe />
</div>

### Sales Page

After your webinar has concluded and the event is over, your attendees will be sent an automatic email with a link to this page. Reiterate a few of the most valuable points from your webinar and sell your viewers on your main Offer.

This is where you convert leads into customers.

<div>
  <iframe />
</div>

### Offer Checkout

The Funnel will add the Offer's checkout page to the Funnel. Make sure the checkout page is ready to go and start taking payments.

<div>
  <iframe />
</div>

## Set up the Zoom Webinar Funnel

### Set up the webinar in Zoom

1. Log in to your **Zoom account** on a web browser
2. Select the **Webinar** tab from the sidebar
3. Click **Schedule a Webinar**
4. Title your Webinar, add a description, and choose a date and duration
5. Make sure registration **IS NOT REQUIRED**
6. Check that the Host's video will be on when the webinar starts
7. Select **Record the webinar automatically** if you would like to keep a copy for later use
8. Click **Save** and scroll down on the page to copy your Zoom Webinar link

<div>
  <iframe />
</div>

### Set up the Zoom Webinar Funnel in Kajabi

1. Open the **Marketing** tab from the Dashboard
2. Select **Funnel**
3. Click **+ New Funnel**
4. Choose **Zoom Webinar** from the Funnel Templates
5. Watch the video and click **Create Funnel**
6. Fill in the form with the same information you set up your webinar with on Zoom
7. Paste the **webinar link** from Zoom
8. Select a time for your webinar
9. Pick a time zone
10. Add an **Offer** if you are selling ([learn to create an Offer](../../sales/offers/create-an-offer))
11. Click **Generate Funnel**

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  <iframe />
</div>


# Test a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-test-your-funnel

Preview and test Funnels to ensure they are designed and functioning as intended.

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</div>

Testing your **Funnel** before sharing it ensures that every page, form, and call to action works as intended. Use the preview function and an incognito browser window to catch issues before your audience does.

## Preview a Funnel

The simplest way to make sure your [Funnel](../../marketing/funnels/funnels-in-kajabi) looks and acts as intended is to use the Preview function in the Funnel Editor.

Remember to use the [Funnel Checklist](../../marketing/funnels/how-to-use-the-funnel-checklist) to make sure your Funnel is complete.

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select the **Funnel** you intend to preview
4. Open the first page of your Funnel
5. Click the **Preview** button in the upper right-hand corner of the page editor
6. If you are using a CTA or similar to trigger the next Funnel step, click your CTA
7. Continue clicking your next Funnel step triggers until you get to the final page of your Funnel

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  <iframe />
</div>

## Use an incognito window

To fully experience your Funnel, use an incognito or private window in your internet browser.

Using an incognito window ensures that Kajabi will not recognize you as a logged-in admin, so you can view the Funnel as if you were a visitor of your site.

<Tip>
  **Tip:**
  If your Funnel requires a [Form](../../marketing/forms/create-and-build-your-form) to be filled out in order to advance to the next Funnel step, use a different email address than your Kajabi login email address. This way you can receive the intended follow-up email and ensure that aspect of the Funnel is working as intended.
</Tip>

### Open an incognito window in Google Chrome

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select the Funnel you wish to share or create a new one
4. Navigate to the top right corner of the page
5. Click **Copy Link**
6. In the Chrome browser bar, click **File**, then **New Incognito Window**
7. In the incognito window, paste your **Funnel URL** into the address bar
8. Click through your Funnel pages, making sure to check any [CTAs](../../website/pages/how-to-use-a-call-to-action) or fill out any forms you need to complete to continue to the next Funnel step
9. Continue until you reach the last Funnel step. If the last step is an Offer, purchase the Offer to confirm it works properly

<div>
  <iframe />
</div>

Funnels can end in many different ways — an email address sign-up, an Offer purchase, a prospective client becoming a customer, or event registration.

Whichever route you choose, test your Funnel all the way through to be sure it works as expected before sending the link out to the public.


# Use the Funnel Checklist
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-use-the-funnel-checklist

Use the Funnel Checklist to track customization progress while building a Funnel.

<div>
  <iframe />
</div>

The **Funnel Checklist** helps you track your customization progress as you build out your Funnel. When you generate a Funnel template, pre-built landing pages and email copy auto-generate in your Funnel.

The Funnel Checklist in the Funnel builder tracks the landing pages and email copy that you have customized to fit your personal brand and voice. It helps you keep track of what you have and have not customized, so you can avoid sending traffic to a page with default copy or sending out an email with swipe copy.

<Note>
  **Note:**
  The Funnel Checklist is a digital checklist that auto-completes as you build your Funnel.
</Note>

## Use the Funnel Checklist

See how the checklist works:

<div>
  <iframe />
</div>

After customizing and saving a Page, Email Sequence, or Event in the Funnel editor, the item will be checked off on the list.

When you have finished all the items on the checklist and you are ready to start sending traffic to your Funnel, click the **Share Funnel** button to copy your Funnel link and share it with your audience.

<Tip>
  **Tip:**
  You can close the checklist by clicking the **X** in the top right of the box. If you still have elements to customize, the checklist will remind you with push notifications.
</Tip>


# Use YouTube Live in a webinar Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-use-youtube-live-in-a-webinar-funnel

Use YouTube Live with a Webinar Funnel on Kajabi to reach customers in real time.

**YouTube Live** lets you stream directly to your audience through a Kajabi Webinar Funnel. Before going live, you need to enable the required features on your YouTube account and then connect the stream to your Funnel.

## Before going live

Before you go live, complete a few steps on your [YouTube](https://www.youtube.com/) account.

Make sure that the features *Live Stream* and *Embed Live Streams* are enabled in your [account settings](https://www.youtube.com/features) on YouTube.

1. Log into your YouTube account
2. Go to your YouTube Studio
3. Click **Settings** in the bottom left corner
4. Select **Channel**
5. Click **Advanced Settings**
6. Scroll to Other channel settings and click **Manage your YouTube Account**
7. Click **Channel status and features**
8. Locate the Live streaming and Embed live streams cards and confirm they are enabled. If not, follow YouTube's instructions on how to enable Live Stream and Live Stream Embedding

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  <iframe />
</div>

## Create a Webinar Funnel

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Click **+ New Funnels**
4. Navigate to the bottom of the page and select **Legacy Funnels**
5. From the selection of Legacy Funnels, choose **Webinar**
6. Click **Create Funnel**
7. In the Webinar Type dropdown, choose **YouTube Live**
8. Select the Time and Date of the Webinar, the Time Zone, and an Offer you would like your Webinar viewers to purchase

<div>
  <iframe />
</div>

## Connect YouTube Live to the Funnel

1. In your YouTube Studio dashboard, click **Create**

2. Select **Go Live**

3. Create a title, add time and date, select your audience type, and click **Next**. This will prompt a streaming preview

4. In the Popup, click **Share**

5. Copy the **ID** at the end of the link to your clipboard, in this example:

   [https://youtu.be/\*\*u4Y2QyqsKUo](https://youtu.be/**u4Y2QyqsKUo)\*\*

6. Head back into the Kajabi Funnel page and click into **Webinar Room**

7. Select **YouTube Live** in the sidebar on the right and paste the **ID** into **Video ID**

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Complete the remaining steps in the [Funnel Checklist](../../marketing/funnels/how-to-use-the-funnel-checklist) to finish your Webinar Funnel with YouTube Live.


# View Forms submitted in a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-view-forms-submitted-in-a-funnel

Access and view Form submissions in a Funnel.

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</div>

**Form submissions** in a Funnel let you see who has opted in and the information they provided. Use this to track lead generation and follow up with potential customers.

## View Funnel opt-in submissions

1. Open the **Marketing** tab from the Dashboard
2. Click **Forms**
3. Select the Form for the Funnel you would like to view the submissions for
4. Click **Submissions**

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  <iframe />
</div>


# View page and email stats in Funnels
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-view-page-and-email-stats-in-funnels

Track statistics throughout Sales and Marketing Funnels to understand conversion rates.

**Funnel Stats** help you understand how visitors move through your Funnel, where they convert, and how your emails perform. Use this data to identify bottlenecks and optimize your marketing flow.

## Access Funnel Stats

1. Open the **Marketing** tab from the Dashboard.
2. Select **Funnels.**
3. Click into an existing Funnel.
4. Click the **View Stats** button.

## Funnel Stats

<img alt="Funnel Page Stats" />

* **Conversion Rate** — Total opt-ins divided by the total number of page views
* **Total Revenue** — The total profit generated from your Offer in the Funnel
* **Revenue Per View** — Total number of sales divided by the total number of page views
* **Views** — The total number of visits (page views)
* **Conversions** — Total number of opt-ins from a Form on the page
* **Sales** — The total number of sales generated from the Offer

<Note>
  **Note:** Sales stats reflect all sales of the specific Offer, even if the purchase did not come from the Funnel.
</Note>

## Funnel Email Sequence stats

If your Funnel includes emails, your Funnel Stats will display an **Email Sequences** tab:

<img alt="Funnel Email Stats" />

* **Sends** — The number of emails successfully sent
* **Opens** — The number of times the email has been opened
* **Clicks** — The number of times <u>any</u> link in the email has been clicked. Click tracking excludes clicks from the [View in Browser](../../marketing/email-campaigns/how-to-hide-the-view-in-web-browser-link) button in an email campaign

<Note>
  **Note:** Stats reflect all sends, opens, and clicks that are specific to the Email Sequence, even if the subscriber did not come from the Funnel.
</Note>


# View video stats in a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/how-to-view-video-stats-in-a-funnel

Access video statistics for content uploaded to a Funnel.

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</div>

**Video stats** let you monitor how viewers engage with video content in your Funnel. Use these stats to understand which videos resonate with your audience and where you may need to adjust your approach.

## View video stats

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnels**
3. Select the Funnel with the video you wish to view
4. Click your **Video Section**
5. Open **Video Action**
6. Select **View Stats**

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  <iframe />
</div>


# Share a Funnel
Source: https://help.kajabi.com/articles/marketing/funnels/share-your-funnel

Share a Funnel to encourage visitors to opt in to sales and marketing Funnels.

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  <iframe />
</div>

<Note>
  **Note:**
  The Share Funnel option in the Template Checklist will only become available when all the items in the checklist are completed. However, you can still copy the link from the top right corner of the Funnel Builder.
</Note>

## Copy the Funnel link

Share a Funnel by first copying the Funnel link.

After copying the link, share it in email campaigns, landing pages, and social platforms.

1. Open the **Marketing** tab from the Dashboard
2. Click **Funnel**
3. Select the Funnel you wish to share or create a new one
4. Navigate to the top right corner of the page
5. Click **Copy Link**

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  <iframe />
</div>

<Tip>
  **Tip:**
  If you prefer to share a customized Funnel link with your audience, you can [edit and copy the link of the first page](../../website/pages/customize-your-page-details) of your Funnel.
</Tip>

## Share the link in emails

1. Open the **Marketing** tab from the Dashboard
2. Click **Email Campaigns**
3. Select the Email you wish to edit or [create a new one](../../marketing/email-campaigns/create-an-email-sequence)

In the body of your email sequence, use a Call to Action button to link to the beginning of your Funnel.

1. Click **Insert/edit button** in the Email Body menu
2. Paste your Funnel URL in the URL text box
3. Configure the **Text to display**
4. Customize your Button color to fit your branding
5. Click **Ok** to add your button
6. Click **Save** to keep your changes
7. Preview your email by navigating to the top menu and selecting **Preview In Browser** or **Send Test Email**

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  <iframe />
</div>

## Share the link on a site page

1. Open the **Website** tab
2. Select the Page you wish to edit
3. Click **Customize**
4. Click **Add Section** in the sidebar editor
5. Select **Call to Action** and click **Add**
6. Click the **Call to Action** block in the sidebar
7. Under the Button Action header, select **Go to a URL** from the dropdown menu
8. In the text field, paste your Funnel URL

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  <iframe />
</div>

<Note>
  **Note:**
  When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

## Share the link on social platforms

Use your social media platforms to share your Funnel. Paste your Funnel link onto your social media profiles and add your link to your social media posts.

<Tip>
  **Tip:**
  To control which image is shown in search results, customize the SEO details in your site settings. If linking visitors to the first page of the Funnel, the first image of that page will be displayed.
</Tip>


# Funnel updates
Source: https://help.kajabi.com/articles/marketing/funnels/whats-new-with-funnels

Explore the updates to Funnels on Kajabi.

Kajabi features a redesigned **Funnel** page to help you locate and edit your Funnels more intuitively.

With this update to Funnels:

* Redesigned the Funnel List page
* Updated the Funnel templates page

What are Funnels? [Learn more about Funnels in Kajabi](../../marketing/funnels/funnels-in-kajabi).

## Funnel list page

Easily access and navigate your list of Funnels with the redesigned Funnel list page.

<img alt="Funnel list page redesign" />

## Funnel templates page

Create Funnels with Funnel templates. The redesigned Funnel template page helps you preview and select the template that best fits your goal.

<img alt="Funnel templates page redesign" />


# Use Universal Inbox and Comment-to-DM
Source: https://help.kajabi.com/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm

Manage social media messages and automate DMs when customers comment on your Instagram or Facebook posts.

**Comment-to-DM** is an Automation that sends a direct message to anyone who comments on a specific Instagram or Facebook post. **Universal Inbox** is a centralized hub that brings together those Comment-to-DM messages alongside inbound and outbound customer messages from Instagram DMs and Facebook Messenger.

Together, these features help you engage with your audience directly from Kajabi — no need to switch between platforms.

<Note>
  **Note:** Universal Inbox and Comment-to-DM are only available with Growth and Pro plans. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details. To use Comment-to-DM for Instagram, you must have an [Instagram Professional account](https://help.instagram.com/502981923235522?helpref=faq_content).
</Note>

If you use additional third-party messaging platforms or integrations, they may interfere with Comment-to-DM Automations. We recommend using Kajabi exclusively to ensure the process completes correctly.

## Set up the Universal Inbox

To connect your Instagram DMs and Facebook Messenger chats with Universal Inbox:

1. Click **Marketing** > **Universal Inbox** from your Kajabi Dashboard.
2. Use the **All Channels** drop-down menu to select **Instagram** or **Facebook Messenger.**
3. Log in to your Instagram or Facebook account in the pop-up window.
4. Convert to an Instagram Professional account if prompted.
5. Allow **Kajabi Marketing Services** access to finish the integration.

<div>
  <iframe />
</div>

## Set up Comment-to-DM

<Tip>
  **Tip:** We are rolling out the ability to select **Any post** for Instagram or Facebook. You will no longer need to set up an Automation for each specific post. If you do not see this option, the feature has not been made available to your account yet.
</Tip>

Comment-to-DM uses [Kajabi Automations](../../marketing/automations/automations-overview). Setup is quick when you use the premade Instagram or Facebook Comment-To-Conversation Automation blueprint. You can also [start from scratch](../../marketing/automations/automations-overview) when creating a Comment-to-DM Automation.

<Note>
  **Note:** Trigger words are not case sensitive. For example, if your trigger word is `KAJABI`, a customer comment of `Kajabi` will still trigger the Automation.
</Note>

To set up the Comment-to-DM Automation blueprint:

### Instagram

1. From the Kajabi Dashboard, select **Marketing** > **Automations.**
2. Click **+New Automation.**
3. Choose the **Instagram Comment-to-Conversation** blueprint.
4. For the **When** trigger, select a specific Instagram post or choose **Any post** to apply the Automation to any future Instagram posts.
5. Click **Save Trigger.**
6. Customize the automated direct message that will be sent when the post receives a comment.
7. (Optional) Customize an automatic Instagram reply to comments on the post.
8. Click **Save.**

<Frame>
  <img alt="Screenshot 2026 06 08 At 1 32 32 PM" />
</Frame>

<Frame>
  <img alt="Screenshot 2026 06 08 At 1 32 32 PM" />
</Frame>

### Facebook

1. From the Kajabi Dashboard, select **Marketing** > **Automations**
2. Click **+New Automation**
3. Choose the **Facebook Comment-to-Conversation** blueprint
4. For the **When** trigger, select a specific Facebook Page or choose **Any page** to apply the Automation to all your Facebook Pages
   * For specific Facebook Pages, select a specific Facebook post or choose **Any post** to apply the Automation to any future posts on the selected Page
5. Click **Save Trigger**
6. Customize the automated direct message that will be sent when the page receives a comment
7. (Optional) Customize an automatic Facebook reply to comments on the post
8. Click **Save**\\

<Frame>
  <img alt="Screenshot 2026 06 08 At 1 33 30 PM" />
</Frame>

<Frame>
  <img alt="Screenshot 2026 06 08 At 1 33 30 PM" />
</Frame>

<Note>
  **Important:** Facebook may temporarily block automated and manual comment replies when comment reply volume is high across posts (e.g., 250+ per day). If you expect high volume, consider skipping the comment reply action. Automated DMs are unaffected. Instagram comment replies are not subject to this limit.
</Note>

## Comments and keyword guidelines

| Setting                        | Description                                                                                                  | Details / Examples                                                                                                                                                                                                                                                                                                                                           |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Any Comments**               | Triggers on every comment received                                                                           | Use for general welcome messages or broad engagement                                                                                                                                                                                                                                                                                                         |
| **No Comments**                | Disables the trigger                                                                                         | Use to temporarily pause Automations                                                                                                                                                                                                                                                                                                                         |
| **Specific Keywords**          | Triggers only when comments match your keyword rules                                                         | See keyword matching rules below                                                                                                                                                                                                                                                                                                                             |
| **How keyword matching works** | Keywords are matched as individual words, not exact phrases. Case does not matter (`HELP` = `help` = `Help`) | **What works:** Single words: `help`, `pricing`, `info`. Numbers: `112`, `2024`. Emojis: ❤️, 👍, 🔥. Mixed lists: `help`, `pricing`, ❤️, `112`. Exact phrases: `how much`, `discount code`. **What does not work:** Phrases such as `how much` will match comments containing both "how" and "much" anywhere. Partial words: `help` will not match "helpful" |
| **Include Keywords**           | Comment must contain at least one of these words                                                             | **Example keywords:**`pricing`, `cost`, `price`. **Matches:** "What's the pricing?" **Matches:** "This costs too much" (contains "cost")                                                                                                                                                                                                                     |
| **Exclude Keywords**           | Comment must not contain any of these words                                                                  | **Example keywords:**`spam`, `fake`, `bot`. **Blocks:** "This looks like spam"                                                                                                                                                                                                                                                                               |
| **Combined Rules**             | Both Include and Exclude rules must pass                                                                     | **Example:** Include: `help`, `support`. Exclude: `never`, `don't`. **Matches:** "I need help". **Blocks:** "I don't need help" (contains "don't")                                                                                                                                                                                                           |

## FAQs

### What happens if I have an existing Inbox Automation set up through Meta?

Both Automations will trigger. We recommend centralizing all your Automations in Kajabi or ensuring there are no overlapping triggers.

### Can I set up Comment-to-DM Automations on posts that are not yet live?

Yes. Once the post goes live and receives comments, the automated DMs will trigger.

### Are there post types where Automations are not supported?

Automations cannot be built from Facebook album posts because Meta does not support this capability.

### Create Contacts from Universal Inbox conversations

1. Click **Marketing** > **Universal Inbox** from your Kajabi Dashboard
2. Select the conversation with the person you want to make a Contact
3. Click the **i** icon on the right
4. Press **+Add Details**
5. Add the email address for that Contact
6. (Optional) Add any relevant Tags or notes
7. Click **Save** to create the Contact

<div>
  <iframe />
</div>

### Disconnect an account

1. Click **Marketing** > **Universal Inbox** from your Kajabi Dashboard
2. Select the **...** drop-down menu
3. Click **Manage Integrations**
4. Press **Disconnect** for the integration you want to disconnect

<img alt="Manage Integrations" />

### Which Kajabi plan includes this feature?

Comment-to-DM and Universal Inbox are available with Growth and Pro plans.

### Is there a maximum number of conversations in Universal Inbox?

No, there is currently no limit.

### What is the maximum file size a customer can upload?

The maximum file size is 8 MB for images (due to Meta restrictions) and 25 MB for all other file types (after encoding).


# Media Library overview
Source: https://help.kajabi.com/articles/media-library/media-library-overview

Manage all your video, audio, image, and document files from a single hub — upload once and use across your entire Kajabi site.

**Media Library** is a centralized hub for managing all of your video, audio, image, and document files in one place. Instead of uploading the same file multiple times across your site, you can upload it once to your Media Library and use that asset anywhere — in Courses, Landing Pages, Web Pages, Coaching sessions, Pages, and more.

<Note>
  **Note:** You must be using Builder 2.0 to access Media Library. [Learn how to upgrade to Builder 2.0](/articles/website/pages/whats-new-with-builder-20#h_01JVQE6J6D0GDZJC2ZZ0A9SXME).
</Note>

## Move existing media into Media Library

If you added videos or audio to Kajabi before Media Library was available, you can bring that older media into your library so everything lives in one place.

### Copy individual videos from legacy media

If you uploaded video files to Kajabi before Media Library was available, you can move them to your library using the **Looking for older files?** option. This appears the first time you open the Media Library picker and lets you browse your recent videos and copy them into the library for centralized management going forward.

1. Go to upload a video and click **Select from media library**.
2. Click **Browse legacy media**.
3. Select your video file and click **Copy to media library**.

<img alt="Legacy Media" />

<img alt="Browse Legacy Media" />

### Import all legacy video and audio at once

If you have a lot of older media, you can bring all of your remaining legacy video and audio into Media Library in one action, instead of copying files one at a time.

1. Open your **Media Library**.
2. Click **Add legacy media to library**.
3. In the **Add legacy video and audio to Media Library** window, click **Begin import**.

<img alt="Add legacy media to library" />

<img alt="Add legacy video and audio to Media Library" />

Your video and audio import in the background, with a progress bar showing how it is going. Imported files are tagged **Imported** so you can find them easily. The **Add legacy media to library** button stops appearing once all of your legacy video and audio has been brought into Media Library.

Files can be added to the Media Library manually. Any files you upload automatically appear in your Media Library and are available for use across your site and products.

## Key features of Media Library

### Upload video and audio files

You can upload video and audio files directly to your Media Library. You can upload up to 10 files at a time using the **Upload media** button at the top of the file listing.

Supported file types:

* **Video** — MP4, MOV, AVI, WMV, FLV, MKV, 3GP, 3G2, M4V, MPG, OGV
* **Audio** — MP3

<img alt="Media Library Upload Images" />

### Upload and manage images

Media Library supports image files alongside video and audio. Upload, create, and edit images all from one place.

#### Upload images

Upload image files directly to your Media Library. You can upload up to 10 images at a time, just like video and audio.

Supported image formats: JPEG, PNG, GIF, WebP

#### Create images with Adobe Express

Create images without leaving Kajabi using Adobe Express. Two options are available from the **Upload** tab dropdown when adding media:

* **Generate image with AI** — Describe what you want and Adobe Express creates it
* **Start from Adobe Stock** — Browse and select from Adobe's stock image library

<img alt="Media Library Adobe Express" />

#### Edit images with Adobe Express

Edit any image in your Media Library using Adobe Express — crop, resize, add filters, text, and more.

1. Open the image's detail page.
2. Click **Edit image** from the dropdown menu.
3. Make your changes in Adobe Express.

The edited image replaces the original. Tags, locations, and the asset link are all preserved — nothing breaks across your site.

#### Import existing images

Import individual images that are not yet in Media Library by navigating to the **Image actions** menu and clicking **+ Add to Media Library**.

<img alt="Media Library Existing Images" />

The **Theme Builder** also displays an import banner for bulk importing theme images into your Media Library.

### Upload files and documents

Media Library supports file and document uploads, so you can manage downloads, resources, and supplementary materials alongside your video, audio, and image assets.

Supported formats:

| Category  | Formats                                                                                                          |
| --------- | ---------------------------------------------------------------------------------------------------------------- |
| Documents | PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), Keynote (.key), RTF, OpenDocument (.odt) |
| Ebooks    | EPUB, MOBI                                                                                                       |
| Other     | CSV, TXT, ZIP, SRT (subtitles), TTF (fonts)                                                                      |

<Note>
  **Note:** Text-based files such as PDFs and TXT files display inline in the browser instead of forcing a download.
</Note>

### Organize with Tags

Create Tags to organize your media assets. You can add multiple Tags to any asset, making it easy to group and find related files. Create, rename, and delete Tags from the **Tags** page.

* **Create Tags** like "Module 1," "Interviews," "Bonus Content," etc.
* **Add or remove Tags** from any asset's detail page or directly from the Media Library
* **Filter your library** by one or more Tags to quickly find what you need
* **Bulk add or remove Tags** with multi-select

<img alt="Media Library Tags" />

### Search and filter

Find exactly what you're looking for with built-in search and filtering:

* **Search by name** — Type in the search bar to find assets by name
* **Filter by type** — Switch between **All**, **Video**, **Audio**, **Image**, and **File** tabs
* **Filter by Tags** — Select one or more Tags to narrow your results
* **Sort** — Sort by name or date added

<img alt="Media Library Search Filter" />

### Saved Views

Save your current filter and search settings as a named view, like a smart folder for your media. **Saved Views** let you get back to a specific set of filters instantly, without reconfiguring them each time.

* **Save your current filters** as a named view
* **Load a saved view** to instantly apply those filters
* **Rename or delete** saved views at any time
* A visual indicator shows when your current filters match a saved view

<img alt="Media Library Saved Views2" />

### Asset detail page

Click on any asset to open its detail page, where you can see everything about that file in one place:

<img alt="Kajabi Admin Media Library Assets 2056699 07 07 2026 04 35 PM" />

* **Media preview** (Video and audio files only) — Watch videos or listen to audio directly in the browser
* **Info** — View the **File** **Type**, **Extension**, **Duration** or **Dimensions**, **File size**, and **Created** and **Last updated** dates
* **Analytics** (Vide\`o and audio files only) — Track how your audience engages with this video or audio file across your site
* **Locations** — See every place this asset is currently used across your site, with direct links to each location
* **Crops**  — See thumbnails for all cropped versions you've created from this asset. Click a thumbnail to view its Asset detail page.
* **Tags** — Add or remove Tags
* **Actions** — Rename, download the original file, or delete the asset\\

### Transcripts, translations, and dubbing

For video assets, the detail page gives you access to powerful content enhancement tools:

* **Transcripts** — View automatically generated transcripts of your video content
* **Translations** — Access translated versions of your transcript for a global audience
* **Dubbing** — Manage dubbed audio tracks for your videos
* **Chapters** — Add chapters to create navigable sections within your videos, making it easy for your audience to jump to the content they need

<Frame>
  <img alt="Media Library Transcriptions" />
</Frame>

### Chapters

Add navigable sections, or **Chapters**, to your videos so viewers can jump directly to the content they need. \
\
From the **Chapters** tab on any video asset's detail page, you can define titled markers throughout your video — similar to chapters on a YouTube video. When enabled, your members see clickable chapter markers in the video timeline during playback on every location where the video is embedded.

* Add up to 20 chapters per video with a **Title** and **Start time** for each
* Chapters appear as clickable markers in the video player timeline for your members
* Enable or disable chapters at any time without losing your work
* Live video preview lets you verify each chapter's timing as you set it up
* Works on both desktop and mobile

As an alternate to adding video chapters one-by-one, save time by **generating chapters with AI,** or paste chapters from software such as [Descript](https://descript.com).\
\
**To add chapters:**

1. Toggle on **Enable chapters**.
2. Move the playhead to go to the first location in the video you would like to add a chapter. Click **+ Add chapter**. The timecode reflected on the button will change as you move through the video.
3. For each timecode, enter a **Chapter title.**
4. To automatically generate chapter timecodes and titles, click **+ Generate with AI**.
   <Info>
     **Note:** There is no charge for generating chapters on video with AI.
   </Info>
5. Use **+ Paste chapters** to add chapters from the clipboard of another source.

<img alt="AB Cs Of Connection" />

<Note>
  **Note:** Chapters can only be added to video assets that are in the Media Library.\
  \
  In order to add chapters, you must first transcribe your video.
</Note>

### Video and audio analytics

Track how your audience engages with your video and audio content directly from the asset detail page. Analytics data is sourced from Wistia.

#### Video analytics

An **Analytics** card on the video asset detail page shows performance trends at a glance:

* **Metrics** — Total plays, unique plays, unique viewers, play rate, engagement rate, and hours watched
* **Location filtering** — Narrow results to a specific page or site where the video is embedded
* **Time span** — View the last 7, 30, or 90 days with a trend line chart

Click **View full analytics** to open an expanded modal with a custom date range picker. To access the original stats view (engagement chart and per-event play log), use the **View historical insights** button at the bottom of the **Analytics** card.

#### Audio analytics

Click **View analytics** on any audio asset's detail page to open a stats modal showing:

* Average engagement percentage
* Play rate
* Total play count
* Individual play and engagement events with timestamps

### Use media across your site

The real power of Media Library is using your assets anywhere across your Kajabi site. When you're building content in any of the following areas, you can select media directly from your library instead of uploading a file:

* **Course lessons** — Add video, audio, or images to any lesson
* **Blog posts** — Embed video, audio, or images in your Blog content
* **Coaching sessions** — Attach recordings to group or one-on-one sessions
* **Live sessions** — Add video replays
* **Offers and commerce pages** — Include video or images in your Offer pages
* **Pages and themes** — Add video, audio, or images to any page through the **Page Builder** or **Theme editor**
* **Product thumbnails** — Set thumbnails for Courses and other products
* **Coaching programs** — Add media to Coaching program content
* **Affiliate challenges** — Include media in challenge content
* **Creation wizards** — Select media during product creation flows
* **Branding and newsletter settings** — Use images in your brand and Newsletter configuration

When adding media to any of these areas, you'll see the Media Library picker — a modal that lets you browse, search, filter, and select assets from your library without leaving the page you're working on.

### **Add image crops**

When you add an image to your Kajabi site as part of your content creation process, you are prompted to crop it if it does not meet the file dimension requirements for that particular field. You can create additional, different cropped versions of the same parent image by clicking **Crop a new one**. Each crop appears as attached to the parent image's Media Library **Asset detail page**.

<img alt="Kajabi Admin Coaching Programs 1175682 Edit 07 07 2026 04 29 PM" title="Kajabi Admin Coaching Programs 1175682 Edit 07 07 2026 04 29 PM" />

## FAQs

### Who can access the Media Library?

Media Library is available to site Admins, including Owners and Assistants. If you have admin access to your Kajabi site, you can manage media.

### What file types are supported?

Media Library supports the following file types:

* **Video** — MP4, MOV, AVI, WMV, FLV, MKV, 3GP, 3G2, M4V, MPG, OGV
* **Audio** — MP3
* **Images** — JPEG, PNG, GIF, WebP
* **Documents** — PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), Keynote (.key), RTF, OpenDocument (.odt)
* **Ebooks** — EPUB, MOBI
* **Other** — CSV, TXT, ZIP, SRT (subtitles), TTF (fonts)

### Can I organize my files into folders?

Media Library uses **Tags** and **Saved Views** instead of traditional folders. Tags let you group and categorize files, and Saved Views let you save your current filter and search settings as a named view — so you can get back to a specific set of files instantly.

### What happens if I delete an asset that's being used somewhere on my site?

The asset is removed from all locations where it's currently in use. Check the **Locations** section on any asset's detail page to see everywhere it's being used before deleting.

### Is there a limit to how many files I can upload?

You can upload up to 10 files at a time per batch. There is no overall limit to the number of assets in your library.

### Can I download my original files?

Yes. On any asset's detail page, use the **Actions** menu to download the original file.

### Do I need to re-upload files I've already used in my Courses or pages?

No. You can bring existing videos into Media Library using the **Looking for older files?** option in the Media Library picker, which copies a video into your library without affecting where it's currently used.

If the **Add legacy media to library** button is available on your Media Library page, you can also bring in all of your remaining legacy video and audio at once. Until that option reaches your account, audio files you've already used need to be re-uploaded.

### Can I use the same asset in multiple places?

Yes. That's one of the main benefits of Media Library — upload once, use anywhere. The **Locations** card on the detail page tracks every place an asset is being used.

### Do existing images on my site automatically appear in Media Library?

Yes. Images already on your site — from theme settings, blog posts, product thumbnails, and other locations — are automatically imported into Media Library with their original locations tracked. The Theme Builder also shows an import banner for bulk importing theme images.

<Frame>
  <img alt="Media Library Bulk Import Images" />
</Frame>

### Can I edit images in Media Library?

Yes. Click **Edit image** from the dropdown menu on any image's detail page to open it in Adobe Express. You can crop, resize, add filters, text, and more. The edited image replaces the original, and all Tags, locations, and asset links are preserved.


# Access Community from a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/accessing-your-community-from-your-branded-app

Open Community directly from a Branded App for seamless navigation.

**Community** is accessible directly from a Branded App, allowing seamless navigation without switching between apps. With a single tap, you or your customers can open Community from inside the Branded App.

## Access Community

**To access Community from a Branded App:**

1. Open the **Branded App**
2. Select **Community** from the navigation menu:

<img alt="Homescreen with Community Link" />

3. The Community will open in a webview:

<img alt="Community webview" />

To return to the Branded App, click either the back arrow or the **X** at the top of the Community webview screen to close the window and return to the app.


# Additional steps to change Google Cloud IAP Policy
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/additional-steps-to-change-google-cloud-iap-policy

Complete these steps if you receive the IAM policy update failed error code.

If you receive the **IAM policy update failed** error code while configuring Google Cloud, follow the steps below to resolve it by updating roles and organizational policies.

## Add another role

1. Make sure that you are logged in with your **Organization Administrator** account
2. Open the **IAM** tab in the left menu:

<img alt="IAM tab" />

3. Open the dropdown menu in the top-left corner:

<img alt="Dropdown menu" />

4. Select the organization (the organization will have a building icon next to it):

<img alt="Select organization" />

* If the organization does not show up to be selected, then you must add it first:
  * Click **Cancel**
  * Open the **Organizations** tab OR the **Identity & Organization** tab *(Google can display this step in either)* from the left sidebar
  * Click **Select** next to the organization domain to add it to the project:

<img alt="Add organization" />

* Be sure the organization is now selected in the dropdown and that you are in the **IAM** tab located in the left menu

5. Then, click the pencil icon next to the email account:

<img alt="Pencil icon" />

6. Click **add another role**:

<img alt="Add another role" />

* Search for the **organization policy administrator** role (you can search for it by typing it in. If you cannot find it, you are likely not logged in with the Organization's Administrator account):

<img alt="Organization policy administrator" />

7. Click **Save** to keep and apply the changes:

<img alt="Save changes" />

## Update the organizational policy

1. Open the **Organization Policies** tab from the left sidebar:

<img alt="Organization Policies tab" />

2. In the **Organization Policies** page, search for **Domain Restricted Sharing** from the list of constraints, then click **Domain Restricted Sharing**:

<img alt="Domain Restricted Sharing" />

3. Click **Manage Policy**:

<img alt="Manage Policy" />

4. Then, select the **Override Parent's Policy** option:

<img alt="Override Parent's Policy" />

* Click the **Replace** option, then click on the rule below and change the dropdown to **Allow All**
* Then, click **Done**:

<img alt="Allow All" />

5. Click **Set Policy** to save all changes:

<img alt="Set Policy" />

6. Now, return to the **Organizational Policies** tab to open the **Organization Policies** page.

* Search **Disable service account creation** from the list of constraints
* Click **Disable service account creation**:
  * You will want to follow these next steps for both links

## Disable service account settings

1. Search **Disable service account key creation** from the list of constraints

<img alt="Disable service account key creation search" />

<img alt="Search results" />

2. Click **Disable service account key creation**:

* You will want to follow these next steps for both links

<img alt="Disable service account key creation" />

3. Click **Manage Policy**

<img alt="Manage Policy for service account" />

<img alt="Manage Policy screen" />

* Change the **Policy Source** to **Override Parent's Policy**, then click on the **Enforced** rule
* Change the **Enforced** rule to **Off**

4. Then, click **Done**:

<img alt="Done button" />

<img alt="Confirmation" />

5. Click **Set Policy** to save the changes:

<img alt="Set Policy final" />

* Make sure to repeat these steps for the second **Disable service account key creation** link

## Return to the project

After saving the new role, return to the project:

1. Open the dropdown menu in the top-left corner:

<img alt="Dropdown menu" />

2. Switch back to the project you created (the app name):

<img alt="Switch to project" />

## Return to the previous article

Go back to [Add Kajabi as an Admin to your Google Play Console and Project Owner on Google Cloud Console](/articles/mobile-apps/branded-app/how-to-add-kajabi-as-an-admin-to-your-google-play-console-and-project-owner-on-google-cloud-console) and complete Steps 3 and 4.


# Additional verification for the Google Play Console
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/additional-verification-for-your-google-play-console

Verify access to an Android device so you can publish apps on Google Play.

To publish apps on Google Play, you must verify that you have access to an Android mobile device. Verifying the **Google Play Console** with a real device helps improve app quality, protects users from malware, and reduces fraud.

<Note>
  **Note:**
  Only the account owner can verify this information.
</Note>

## Verify the Google Play Console

### Verify the Google Developers Account on an Android device

To verify that you have access to a mobile device you will need to open the Google Play Console app on an Android mobile device. If you don't have the Google Play Console app, go to [Download Google Play Console on an Android device](#download-google-play-console-on-an-android-device).

<Note>
  **Note:**
  If you do not have an Android Device, go to [Android device not available](#android-device-not-available).
</Note>

### Sign in to the Google Console App and verify the account

Sign into the Google Account with the Google Console email address used to sign into the Play Console.

To sign into the Google Developer Account:

1. Click the hamburger icon located in the top-left corner of the mobile device:

<img alt="Hamburger icon" />

2. Click the email address that is currently logged in if it's not the email address you are using on the developer account:

<img alt="Email selection" />

3. Click **Add another account** then add the email address and password:

<img alt="Add another account" />

4. Choose the developer account (the developer name) and click **Verify**:

<img alt="Verify account" />

5. Once verified, you can close the app.

## Download Google Play Console on an Android device

### Option 1. Download from Google Play

If you don't already have the app, download it from Google Play:

[<img alt="Google Play Badge" />](https://play.google.com/store/apps/details?id=com.google.android.apps.playconsole\&pcampaignid=web_share)

### Option 2. Scan the QR Code

Scan this QR code on the chosen Android Device to download the app:

<img alt="QR Code" />

## Android device not available

If you don't have a way of accessing an Android device, we are here to help. Please email us at [bma.support@kajabi.com](mailto:bma.support@kajabi.com) and we will assist you with this process.


# Android app transfer process
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/android-app-transfer-process

Set up and gather the information necessary for an Android App transfer.

The **Android app transfer** process requires adding Kajabi as an admin and gathering specific account information. Follow the steps below to prepare for and complete the transfer.

## Add Kajabi as a Google Play Account Admin

Complete the steps discussed in our guide to add Kajabi as an Admin on the Google Play Console.

[Learn to add Kajabi as an Admin](/articles/mobile-apps/branded-app/how-to-add-kajabi-as-an-admin-to-your-google-play-console-and-project-owner-on-google-cloud-console).

## Locate the Developers Account ID

After adding Kajabi as a Google Play Account Admin, you will need to locate the Developers Account ID.

1. Navigate to the [Google Play Console homepage](https://play.google.com/console)
2. Located at the top of the Google Play Console homepage will be the Personal Account ID, this is the Developers Account ID:

<img alt="Developers Account ID" />

## Locate the Payment Transaction ID

After you have located the Developers Account ID, you will also need to provide the Payment Transaction ID.

You will need the Registration Transaction ID for the account and the target account.

1. To find the Transaction ID, search the target account owner's email inbox for **developer registration fee**

However, if you cannot locate the Transaction ID email receipt, you can sign into Google Payments.

2. With the target account owner's email address, [sign in to Google Payments](https://payments.google.com/payments/home)
3. Select **Activity** from the menu:

<img alt="Google Payments Activity" />

4. Locate the transaction for the developer account registration in the Activity tab

<Tip>
  **Tip:**
  Search the transactions for "Google Play Developer." The Transaction ID will be listed near the bottom of the transaction details.
</Tip>

<img alt="Transaction details" />

<Note>
  **Note:**
  Copy the Transaction Number starting from "PDS." Registration Transaction IDs are typically in one of the following formats: PDS.1234-5678-9012-3456.
</Note>

## Contact support

After completing the steps above, you will need to reach out to Kajabi at [bma.support@kajabi.com](mailto:bma.support@kajabi.com) to finalize the app transfer.


# Answer Google's closed beta questionnaire
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/answer-googles-closed-beta-questionnaire

Provide proper answers to Google's closed beta questionnaire for a Branded App.

Google asks a series of questions after the **closed beta questionnaire** period has been completed. Use the suggested answers below as a starting point — they can be changed to better fit your business.

## About the closed test

### Question: How did you recruit users for your closed test? For example, did you ask friends and family, or use a paid testing provider?

**Answer:**

In addition to paying for a service that runs QA and beta testing on the app before it goes live, we also asked some of our existing customers to install and run the app:

<img alt="Recruit users" />

### Question: How easy was it to recruit testers for your app?

**Answer:**

Easy

<img alt="Easy selection" />

### Question: Describe the engagement you received from testers during your closed test

**Answer:**

There was no broken functionality reported, overall. Additionally, customers were able to consume the content without issues:

<img alt="Engagement description" />

### Question: Provide a summary of the feedback that you received from testers. Include how you collected the feedback.

**Answer:**

My customers reported a need for cleaner webview navigation. This feedback was reported by multiple users via a community:

<img alt="Feedback summary" />

## About the app

### Question: Who is the intended audience of your app?

**Answer:**

My audience consists of like-minded individuals who :

<img alt="Intended audience" />

### Question: Describe how your app provides value to users.

**Answer:**

My app allows my customers to consume course content on the go and track their progress within the app:

<img alt="App value" />

### Question: How many installs do you expect your app to have in your first year?

**Answer:**

Make your best estimate:

<img alt="Expected installs" />

## Production readiness

### Question: What changes did you make to your app based on what you learned during your closed test?

**Answer:**

No changes were required, but our roadmap was updated:

<img alt="Changes made" />

### Question: How did you decide that your app is ready for production?

**Answer:**

The app was ready to be used as intended:

<img alt="Production readiness" />


# Apply for Apple and Google's 15% commission programs
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/apply-for-apple-and-googles-15-commission-programs-for-your-branded-mobile-app

Reduce in-app purchase commissions by applying for Apple's and Google's 15% programs.

**Apple's Small Business Program** and **Google's Service Fee Tier Program** allow you to reduce the standard 30% commission on in-app purchases down to 15%. You are eligible if you earn less than \$1M (USD) per year with in-app purchases on each platform.

## Apple's application process

1. Review the details of Apple's Small Business Program:

<img alt="Apple Small Business Program" />

[Learn about Apple's Small Business Program](https://developer.apple.com/app-store/small-business-program/)

2. Log in as the Apple Developer Account Holder and complete the form:

<img alt="Apple form" />

3. Click **Submit**:

<img alt="Submit button" />

## Google application process

### Create a payments profile

If you don't have a payments profile in the Google Developer Console, learn to create a payment profile with [Google's Help Article](https://support.google.com/googleplay/android-developer/answer/7161426).

### Create a developer account group

After creating the payment profile, you will need to create a **Developer Account Group**:

1. Open **Play Console**
2. Go to the Associated Developer Accounts page in the account
3. Click **Create account group**

<img alt="Create account group" />

4. Then, enter the **account group name**. Use the full, legal name of the business. If the account is for personal use, use the developer name.

5. Click **Create account group**:

<img alt="Create account group confirmation" />

[Learn more about setting up a Developer Account Group](https://support.google.com/googleplay/android-developer/answer/10627869#account_group_create\&zippy=).

### Enroll for the 15% service fee

When you have finished setting up the Developer Account Group, you will be able to enroll for the 15% service fee on the Associated Developer Accounts page.

1. There will be a banner with the heading, "When you've finished setting up your account group, enroll for the 15% service fee" where you can then click **Review and enroll**.

<img alt="Review and enroll" />

### Read and accept the Terms of Service

<img alt="Terms of Service" />

### Enroll

After you have finished accepting and enrolling, view the enrollment status at the bottom of the Associated Developer Accounts page at any time:

<img alt="Enrollment status" />

## FAQs

### How will non-USD currencies be taken into account?

The \$1M of developer earnings is defined in U.S. Dollars (USD). Any transactions in other currencies will be converted by using the foreign exchange rates that are updated throughout the day.

### On what calendar basis will the annual \$1M USD of developer earnings be determined?

Earnings are calculated on a calendar year basis (i.e., January 1st - December 31st).


# Best practices for launching a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/best-practices-for-launching-your-branded-app

Grow engagement and create a seamless experience across all channels when launching a Branded App.

Once a **Branded App** is live in the App Store, a strong launch strategy helps drive downloads, engagement, and long-term retention. The practices below cover everything from soft launches to ongoing marketing.

## Build excitement with early adopters

Soft launch with a select group of 15-20 customers and give them exclusive early access to the app to try it out and provide any feedback. You may consider giving them a special discount or access to exclusive content to encourage them to use the app, share a testimonial, and write an App Store review.

## Create anticipation before the launch

Build excitement around the launch by teasing the app's features and benefits through social media, email newsletters, and website banners.

## Shout it from the rooftops on launch day

Make a big splash across all channels by launching the app to customers and prospective customers. Consider launching it in parallel to a course or a community to drive people to start engaging in the app.

## Gamify the launch

Offer a reward or incentive to the first customers that download the app (e.g., The first 25 customers who download the app get a \$25 credit for the next course). You can ask them to share a screenshot of their app on social channels or in a community to show proof of download and generate buzz.

## Drive engagement with push notifications

[Push notifications](/articles/mobile-apps/branded-app/how-to-create-branded-app-push-notifications) are a powerful marketing channel that typically sees an average click rate of 28%, compared to email marketing at 1-2% ([Business of Apps](https://www.businessofapps.com/marketplace/push-notifications/research/push-notifications-statistics/)). Be sure to leverage this channel to encourage members to engage with the app. These can be targeted, scheduled, and sent to specific audiences.

## Make the app easy to find with always-on marketing

Add links to download the app in the footer of emails, website and social channels so members can easily find the app from anywhere. We also suggest adding a call to action to download the app in customer onboarding, course content, and in a community.

## Monitor usage to help inform future growth

You can check how the App is performing in the [App Analytics section of your Apple Developer Account](https://developer.apple.com/help/app-store-connect/measure-app-performance/overview-of-reporting-tools/) or the [App Statistics section of your Google Play account](https://support.google.com/googleplay/android-developer/answer/139628?hl=en\&co=GENIE.Platform%3DDesktop). This can help you understand traffic sources, downloads, and engagement, as well as how the app benchmarks against other similar apps.


# Branded Mobile App naming guidelines
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/branded-mobile-app-naming-guidelines

Name a Branded Mobile App according to Apple and Google naming guidelines.

Naming a **Branded Mobile App** correctly is essential for getting approved by Apple and Google. Following these guidelines will help you avoid rejection and ensure the app is easy for customers to find.

## Tips for naming an app

Avoid the issues, time, and resources expended that follow a rejection from Apple or Google by following these tips:

* Create a unique name that describes the app and its content accurately and clearly
* Make sure that the name is easy and simple for visitors and users to remember
* Showcase the app's core features in the app name
* Be sure to check the availability of the mobile app name, including any social media handles and domain names

## Things to avoid

When naming a Branded Mobile App, avoid the following:

* Prices or pricing information (e.g., Free)
* Popular names, references to other apps, or existing names
* Inappropriate or irrelevant content
* Trademarked names or information
* Special characters or emojis
* Names over the limit of 30 characters

<Note>
  **Note:**
  Keep in mind that the name you choose for the app that shows up on the device does not have to match the name of the app in the store(s). We do have character limitations for the app on the device, and those are different than the rules guiding naming on the storefront pages.
</Note>


# Branded Mobile App release notes
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/branded-mobile-app-release-notes

Stay up to date with the latest features, improvements, and bug fixes for the Branded Mobile App.

The **Branded Mobile App** release notes below cover features, improvements, and bug fixes for both iOS and Android versions.

<Note>
  **Note:**
  Release notes for 2026 have been moved to our Feedback Portal. We will be posting updates at: [https://feedback.kajabi.com/changelog](https://feedback.kajabi.com/changelog).
</Note>

## December 2025

### iOS 4.4.4 - December 16th, 2025

**Features:**

* Tap on links to your courses, podcasts, coaching sessions, and community content to open them directly in the app (deep linking)
* Links from emails, texts, and other apps now take you straight to the right place

**Bug Fixes:**

* Fixed an issue where tapping into some pages while in KHC would log a user out

### Android 4.3.2 - December 15th, 2025

**Bug Fixes:**

* Fixed an issue with signup that was showing users an error
* Fixed the audio playback bug where audio and video lessons could be playing at the same time

### Android 4.2.1 - December 8th, 2025

**Features:**

* Full support for polls (creating and viewing) in the Community feed

**Bug Fixes:**

* **Community & Posts**
  * Fixed app freezing and crashing when scrolling through community feeds - the infinite loading spinner that caused the app to hang is now resolved
  * Fixed user mentions - mentions in posts now display the correct group names instead of showing incorrect individual usernames
* **Navigation & Links**
  * Fixed broken custom links - clicking custom links from the floating action button (FAB) now properly opens the destination instead of doing nothing
  * Fixed gallery links - tapping links within gallery widgets now navigates to the correct page instead of failing silently

### iOS 4.4.0 - December 8th, 2025

**Features:**

* **Community**
  * Added channel header image display functionality
  * Fixed an issue where changing what page shows as the first default Homepage was not working
* **Improved Content Navigation (Universal Links aka deep links)**
  * Tap on links to your courses, podcasts, coaching sessions, and community content to open them directly in the app (deep linking)
  * Links from emails, texts, and other apps now take you straight to the right place
* **Enhanced Community Experience**
  * Community channels now display beautiful cover photos

## November 2025

### iOS 4.3.0 - November 4th, 2025

**Features:**

* **Community Polls**
  * Create polls in your community posts
  * Vote and see real-time results
  * Edit polls after posting

**Bug Fixes:**

* Fixed video overlay controls during autoplay
* Fixed pull-to-refresh loading wrong page inside communities
* Fixed unread indicators not clearing properly from the navigation menu
* Fixed additional dark mode display issues
* Fixed iOS 26 compatibility issues

### Android 4.1.0 - November 4th, 2025

**Features:**

* **Native Community**: This update brings a completely rebuilt community experience, making it easier and more enjoyable to connect, post, and interact within the app
  * **Direct Messages**: You can now message other members directly inside the app
    * Start new conversations and search for people
    * See unread messages at a glance
    * Get notifications when someone messages you
  * **Notifications**: Stay on top of what matters most
    * View all your notifications in one place
    * Filter by unread, mentions, or replies
    * Mark notifications as read
    * Jump straight to posts and comments from a notification
    * Improved design with clearer visuals
  * **Mentions**: Tag people easily in posts and comments
    * Type "@" to mention someone
    * Autocomplete helps you find names quickly
    * Mentions appear clearly in messages and posts
    * Mentioned users receive notifications
  * **Announcements**: Keep your community informed
    * See featured announcements at the top of the feed
    * Tap to view full details
    * Polished design that highlights important updates
  * **Rich Text and Media**: Make your posts look great
    * Format text with bold, italics, and lists

## October 2025

### iOS 4.2.0 - October 6th, 2025

**Features:**

* **Dark Mode**: Complete dark mode support throughout the app
  * Seamlessly switch between light mode, dark mode, or follow your device's system setting
  * All screens now adapt beautifully to your preferred theme
  * Appearance settings - Choose your preferred theme in Settings
  * Community posts, audio players, webviews, and all UI elements now look great in dark mode
  * Optimized colors and contrast for comfortable viewing in any lighting condition
* **Unified Settings & Profile**
  * Unified settings screen - All your settings in one convenient location
  * Redesigned profile section - View and edit your profile with an improved layout
  * Profile icon - Updated profile button design across the app
  * Community related options (edit profile, notifications) show only if you have access to a community
* **Community Enhancements**
  * **Channel Management**
    * Fixed unread indicators: Blue dots now properly clear when you view a channel
  * **Links & Events**
    * Clickable meetup links - Fixed issue where meetup links weren't working in webviews
    * Event system link support - Seamlessly navigate to events from within the community
    * Better link preview handling
  * **Library Improvements**
    * If a member only has a community product, they'll see an empty state in the library

## September 2025

### iOS 4.1.0 - September 16th, 2025

**Features:**

* **Inline audio player** - Play audio files directly in the community feed without opening a separate view
* **Mention pagination** - Improved performance when viewing large lists of users to mention
* **Haptic feedback** - Added tactile feedback throughout community interactions (reactions, buttons, etc.)

**Bug Fixes:**

* Fixed double-tap bug - Opening post details now works with a single tap instead of requiring two taps
* Profile image caching - Updated profile photos now appear immediately without needing to restart the app

## August 2025

### iOS 4.0.3 - August 7th, 2025

**Features:**

* Introduced a completely rebuilt native Community experience
* Added a feed to browse posts, images, files, videos, and audio
* Enabled creating posts with attachments such as media, files, and audio
* Added ability to record and share voice notes directly in the app
* Supported commenting, reactions, threaded replies, and replying to replies
* Introduced a side navigation menu
* Introduced access to notifications and DMs

**Coming Soon:**

* Dark mode support
* Search functionality
* Ability to create and respond to poll posts

### iOS 3.20.1 - August 7th, 2025

**Features:**

* **Paywall Feature** - The paywall feature introduces clear visual indicators and upgrade prompts throughout the course experience, allowing members to easily identify premium content and access purchase options directly from locked lessons and course overviews. Learn more how to [create a course paywall](../../products/courses/create-a-course-paywall).
  * **Note:** Paywall feature currently only supports web offers.
* **Content Access Control** - Members now see clear visual indicators when course content requires an upgrade. Restricted lessons display with reduced opacity and lock icons to clearly communicate premium content boundaries.
* **Upgrade Prompts for Next Content** - When accessing the "Up Next" lesson that requires an upgrade, members see a dedicated paywall modal with clear messaging about unlocking the next content in their course progression.
* **Course Overview Paywall Integration** - Course overview pages now display upgrade sections for restricted courses, encouraging members to unlock full access with prominent "Upgrade now" buttons and clear benefit messaging.
* **Multilingual Paywall Support** - All paywall messaging is fully localized across 5 languages (English, Spanish, French, German, and Italian) to provide a consistent upgrade experience for international members.

## June 2025

### Android 3.16.0 - June 23rd, 2025

**Features:**

* **Paywall Feature** - The paywall feature introduces clear visual indicators and upgrade prompts throughout the course experience, allowing members to easily identify premium content and access purchase options directly from locked lessons and course overviews. Learn more how to [create a course paywall](../../products/courses/create-a-course-paywall).
  * **Note:** Paywall feature currently only supports web offers.
* **Content Access Control** - Members now see clear visual indicators when course content requires an upgrade. Restricted lessons display with reduced opacity and lock icons to clearly communicate premium content boundaries.
* **Upgrade Prompts for Next Content** - When accessing the "Up Next" lesson that requires an upgrade, members see a dedicated paywall modal with clear messaging about unlocking the next content in their course progression.
* **Course Overview Paywall Integration** - Course overview pages now display upgrade sections for restricted courses, encouraging members to unlock full access with prominent "Upgrade now" buttons and clear benefit messaging.
* **Multilingual Paywall Support** - All paywall messaging is fully localized across 5 languages (English, Spanish, French, German, and Italian) to provide a consistent upgrade experience for international members.

### iOS 3.19.0 - June 3rd, 2025

**Bug Fixes:**

* Fixed an issue where certain actions were not accessible (responding in direct messages, side menu navigation options were hidden on the bottom)

## May 2025

### iOS 3.18.0 - May 21st, 2025

**Features:**

* Introduced a dedicated **Podcasts tab** in the Library for easy access to subscribed podcasts, including informative empty states
  * Includes podcast and episode cards with rich details like titles, thumbnails, descriptions, metadata, and "Explicit" tags where applicable
  * Added episode list and filtering by season for serial podcasts, complete with a bottom sheet selector and proper sorting logic
  * Integrated episode detail views with media playback, transcript access, and full metadata display, adapting for episodic and serial formats

### Android 3.13.1 - May 20th, 2025

**Features:**

* Added support to add events to your calendar directly from community features
* Added video quality controls to video playback in the branded app
* Added deep linking support for push notifications that route to custom pages

**Bug Fixes:**

* Fixed an issue where Kajabi logo was showing on startup with the appropriate app icon
* Fixed an issue where lessons could not be re-opened after exiting the lesson screen
* Fixed an issue where submodules weren't accessible from lesson views
* Fixed a display issue for products without images in the Library
* Resolved several UI layout issues including splash screen cropping and image margins
* Fixed a bug where the Settings icon didn't navigate to the correct screen
* Addressed an issue with coaching program cards shrinking when no sessions were available
* Fixed a bug where backing out of a purchase showed an error and disabled the button

### iOS 3.17.0 - May 5th, 2025

**Features:**

* **Faster App Load Times:** Optimized how your app loads by improving the way content is fetched in the background. You'll notice faster startup times, especially if your app has many tabs or custom pages.

**Bug Fixes:**

* Fixed an issue where tapping a course from the Home screen sometimes redirected to the Library instead of the course itself
* Resolved a crash related to how the app identified your site
* Investigated image loading issues where expired links showed broken images
* Resolved an issue where pull-to-refresh wouldn't reload images on some screens

## April 2025

### iOS 3.16 - April 22nd, 2025

**Features:**

* Enabled routing from push notifications directly to custom pages in the app
* **Enable Continuous Playback:** Automatically moves to the next lesson within a course when a video has completed. Great for uninterrupted learning sessions. Especially useful for binge-style or passive content consumption (e.g. meditation, lectures)
* **Enable Autoplay:** Starts a video automatically once a lesson has loaded. Eliminates the need to tap "play" manually. Ideal for users who want a frictionless start when jumping into lessons
  * Both Continuous Playback and Autoplay can be enabled in settings

**Bug Fixes:**

* Fixed a bug where embedded quizzes wouldn't load in full-screen mode
* Fixed a Community IAP bug where users were redirected to an error page after purchase
* Added support for "Add to Calendar" actions in the Community (Apple Calendar or Safari fallback)
* Improved error state for widgets linking to misconfigured screens — now shows empty state messaging instead of failing silently
* Implemented shimmer loading view for images to improve perceived performance during load times
* Updated bottom nav bar logic to properly localize "Library" and "Community" labels when appropriate
* Fixed issue where app actions didn't work when navigating to secondary screens via button actions
* Fixed bug where video playback briefly paused at 80% due to analytics logging behavior

### iOS 3.15 - April 22nd, 2025

**Features:**

* **Login with Email Option:** Members can now log in using just email. A "Login with Email" option sends your members a magic link or one-time code to access their account — no password needed.
* **Login as Admin (Hero Access):** If you're the admin of the app, logging in with Kajabi email now gives you full access to manage your app and interact with your community as admin. Note that you will have to login via email for this to work.

**Fixes and Improvements:**

* Smarter Course Links: If a push notification is sent to a course your members don't own, no problem — if an offer is available, app will take your member straight to the purchase page.
* Quiz & Assessment Fixes: Fixed an issue where completing a quiz didn't immediately update member lesson progress. Member progress bar and status now refresh right after the quiz closes.

### Android 3.11.1 - April 2025

**Features:**

* Login with Email Option: Members can now log in using just email. A "Login with Email" option sends your members a magic link or one-time code to access their account — no password needed.
* Login as Admin (Hero Access): If you're the admin of the app, logging in with Kajabi email now gives you full access to manage your app and interact with your community as admin. Note that you will have to login via email for this to work.

**Fixes and Improvements:**

* Quiz & Assessment Fixes: Fixed an issue where completing a quiz didn't immediately update member lesson progress. Member progress bar and status now refresh right after the quiz closes.
* Performance Fix for Specific Sites: Resolved an issue affecting access to quizzes for certain sites. If you were seeing errors on specific content, this should now be fixed.
* Video & Media Improvements:
  * Fixed an issue where embedded videos couldn't enter full-screen mode.
  * Added video/audio progress bars so you can easily see your playback position.
  * Submodules now show accurate progress indicators when lessons are completed.
* Web & Link Fixes:
  * Links inside course lessons now behave more predictably.
  * Zoom links now open correctly within the app.
  * Fixed broken redirects on Gallery Widget buttons.
  * Improved handling of links inside embedded iframes.
  * Favoriting lessons now correctly updates the icon and list.

### Android 3.10 - April 2025

**Features:**

* You can now create custom pages and add them directly to the bottom navigation
  * Add widgets like button, image, gallery, carousel, product, embed code, and text
  * Link widgets (buttons, images, galleries) to specific screens within your app
  * Reorder pages or move them in and out of the navigation easily
  * Use cases include: onboarding, product highlights, embedded tools, announcements, or landing pages
* Each custom page supports a custom name and icon to match your brand
* Custom pages beyond the fourth tab will automatically appear in a "More" menu

**Fixes and Improvements:**

* Fixed an issue where some community pages wouldn't load properly from the "More" section
* Fixed an issue where tapping on a Community product sometimes redirected users to the wrong screen
* Improved the behavior of in-app purchases so the app checks for and restores purchases properly when opened
* Fixed a bug that caused the app to crash when using unsupported icons in widgets
* Resolved an issue where app icons were not updating correctly after being changed in settings
* Fixed deep link handling for community push notifications
* Addressed multiple app crashes, improving overall app stability

### iOS 3.14 - April 2025

**Features:**

* You can now create custom pages and add them directly to the bottom navigation
  * Add widgets like button, image, gallery, carousel, product, embed code, and text
  * Link widgets (buttons, images, galleries) to specific screens within your app
  * Reorder pages or move them in and out of the navigation easily
  * Use cases include: onboarding, product highlights, embedded tools, announcements, or landing pages
* Each custom page supports a custom name and icon to match your brand
* Custom pages beyond the fourth tab will automatically appear in a "More" menu

## March 2025

### iOS 3.12.1 - March 5th, 2025

**Bug Fixes & Performance Improvements:**

* Enhanced Navigation for Community Links
  * Improved how links open for a smoother browsing experience:
    * Library Pages now open in a modal view
    * Blog & Landing Pages now open within the app
    * Website Pages open in a modal view for better authentication handling
* Fixed an issue where Community links were not working properly, including buttons for file downloads and emails
* Improved authentication handling so you stay signed in when reopening the app
* Fixed an issue where signing out sometimes caused the wrong community version to appear
* Improved error messaging for account setup issues
* Dark Mode Fixes & UI Improvements
  * Dark mode now displays correctly in the updated settings screens

## February 2025

### Android 3.8.3 - February 24th, 2025

**Bug Fixes:**

* Restoring Purchases: Fixed a bug where the "Restore Purchase" function did not reinstate previously owned products. Now, if a product is owned or was previously owned, the restoration process verifies the purchase and grants access accordingly. If no eligible purchases are found, users receive a notification stating, "No previous purchases found to restore."
* YouTube Link Casting: Addressed an issue where YouTube links opened as webpages within the app instead of launching the YouTube app, hindering casting to Smart TVs. Now, YouTube links open directly in the YouTube app, restoring seamless casting functionality.
* Community 2.0 URL handling fixes: Fixed issues with Community 2.0 URLs to ensure accurate deep linking from notifications. Additionally, resolved problems where actions like downloading a file or sending an email from a landing page were unresponsive.
* Fixed community notification deep links so they properly route to posts/comments etc.
* Various additional enhancements

### iOS 3.11.0 - February 2025

**Features and Enhancements:**

* Updated Settings Page: Redesigned the settings page for a cleaner, more user-friendly experience.

**Bug Fixes:**

* Zoom Link Handling: Fixed an issue where Zoom links in the community were incorrectly treated as deep links, ensuring they now open in the correct external browser.
* Various UI and Code Improvements:
  * Removed unnecessary back button titles
  * Fixed tappable space issues on the course module screen
  * Prevented duplicate loading spinners on the course overview screen

### Android 3.8.2 - February 2025

**Features and Enhancements:**

* Resume Last Played Lesson: Users can now resume their last played video or audio lesson from where they left off.
* Pull to Refresh on Home Screen: Users can now refresh the home screen by pulling down.
* Updated Settings Page: Redesigned the settings page for a better user experience.
* Compact Resume Lesson Widget: Updated the design to take up less space while maintaining functionality.

**Bug Fixes:**

* Home Tab Appearing When No Widgets Exist: Fixed an issue where the Home tab briefly appeared when reopening the app, even when no widgets were present.
* Dark Overlay on Product IAPs: Added a dark overlay to improve text visibility on product tiles.
* Placeholder Images for Products: Ensured a placeholder image appears for products without an image.

### iOS 3.10.0 - February 2025

**Features and Enhancements:**

* Landscape Video Support: Videos in the video widget now properly switch to landscape mode when rotated.
* Support for Communities 2.0
* Support for completely redesigned communities, performance improvements and a lot more
* Pull to Refresh for Communities:
  * Pulling down refreshes the view
  * Tapping the active community tab also refreshes the page
* Compact Resume Lesson Widget: Updated the widget layout to take up less space based on user feedback.

**Bug Fixes:**

* Course Description Height Fix: Resolved an issue where switching lessons didn't reset the description height, leaving empty space.
* Certificate Fixes: Ensured all builds succeed even with expired certificates.
* Community Header Alignment: Fixed an issue where the new communities header was floating beneath the app header.
* Navigation UI Fix: Addressed a bug where a single navigation option incorrectly appeared after leaving the library.

### Android 3.8.1 - February 2025

**Bug Fixes:**

* Fixed a bug where image, button and gallery widget links were not opening URLs that require authentication correctly.
* Redirect After IAP Purchase: After purchasing a community product, users are now correctly redirected to the community tab instead of an outdated view.
* Faster WebView Loading: Optimized cookie fetching to reduce delays when opening links.

## January 2025

### iOS 3.9.0 - January 16th, 2025

**Features and Enhancements:**

* Gallery Widget Image Actions: Enabled actions on gallery widget images, with fallback to fullscreen viewer when no action is set.

**Bug Fixes:**

* iPad Image Cropping: Fixed wonky image cropping issues on iPads.
* Input Field Navigation: Improved smoothness when switching between signup/login fields to avoid keyboard flickering.
* Progress Bar for Submodules: Resolved missing progress bar in submodules.
* Embed Code Widget Fix: Ensured proper height sizing for embedded content in the Embed Code widget.
* Media Playback Stability: Fixed broken media playback observation after navigating to Comments/Downloads screens.

### Android 3.8.0 - January 16th, 2025

**Features and Enhancements:**

* Gallery Widget Image Actions: Enabled actions on gallery widget images, with fallback to fullscreen viewer when no action is set.

**Bug Fixes:**

* Fixed Audio Playback Crashes: Resolved an issue where playing audio could cause the app to crash. Improved audio processing to ensure smooth playback, even with large audio files.
* Audio Seek Functionality: Fixed broken audio seek functionality in the wave visualizer, ensuring users can seek accurately within the audio track.

### Android 3.7.3 - January 8th, 2025

**Bug Fixes:**

* Fixed a bug where button colors on the sign-up screen did not accurately reflect the Hero's selected hex color value.
* Resolved an issue where Embed code widget height and width were not being respected in the Home screen.
* Addressed a bug where the keyboard dismissed after typing each character when searching a lesson. The keyboard now stays open for seamless typing, and the cursor appears when entering search.
* Fixed a video playback issue where videos were failing to load on specific sites.
* Fixed a number of crashes.
* Resolved an issue where in-app purchases (IAP) were not being acknowledged, which led to automatic refunds after 72 hours.
* Fixed various video widget issues, including incorrect aspect ratios in fullscreen mode, improper handling when switching between fullscreen and portrait mode, and initial video playback positions not being applied.
* Updated the app to hide captions icons when no captions are available for videos.
* Improved the video player height to ensure consistent display across all lessons.

### iOS 3.8.0 - January 2025

**Features:**

* Added support to display thumbnails for modules and submodules in the list view if thumbnails are available. The UI remains unchanged if no thumbnails are present.

**Bug Fixes:**

* Fixed an issue where embed code height and width specified in embed codes were not respected inside the webview.
* Resolved an issue where accessing a locked or dripped module via deep link or "Up Next" did not display the Locked Lesson page.

### Android 3.7.1 - January 2025

**Features:**

* Updated the UI to display module and submodule thumbnails in the list view when available, keeping the existing UI if no thumbnails are present.
* Implemented Subscriptions support, ensuring proper functionality for restoring purchases, end-to-end subscription processing, and localized copy for multiple languages.
* Added a link in the app settings to manage subscriptions, which is visible only when an active subscription exists.

**Bug Fixes:**

* Fixed an issue in App Offer Detail page where placeholder images were incorrectly displayed and are now hidden.
* Resolved a bug where audio playback would stop when the app was backgrounded.
* Adjusted course thumbnails in the library to maintain a 1280x720 aspect ratio, fixing the cropping issue unique to Android.
* Corrected the "Up Next" behavior in Course UX Favorites to display the correct favorite status for lessons.
* Ensured product and gallery widgets with only one item do not display pagination dots.


# Branded Mobile App resources
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/branded-mobile-app-resources

Find all the resources you need to build, customize, and manage a Branded Mobile App.

Below is a collection of resources covering every aspect of the **Branded Mobile App** journey, from initial setup to ongoing management.

## Best practices

* [Kajabi Branded App Overview](/articles/mobile-apps/branded-app/kajabi-branded-app-overview)
* [Kajabi Branded App FAQs](/articles/mobile-apps/branded-app/kajabi-branded-app-faqs)
* [Best Practices for Launching Your Branded App](/articles/mobile-apps/branded-app/best-practices-for-launching-your-branded-app)

## Building a Branded App

* [How Do I Get Started Creating My Own Branded App?](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app)
* [How to Create an Apple Developer Account and Join the Apple Developer Program](/articles/mobile-apps/branded-app/how-to-create-an-apple-developer-account-and-join-the-apple-developer-program)
* [How to Create a Google Developer Account](/articles/mobile-apps/branded-app/how-to-create-a-google-developer-account)
* [How to Verify Your Google Developer Account](/articles/mobile-apps/branded-app/how-to-verify-your-google-developer-account)
* [How to Verify Your Website For Your Google Play Console](/articles/mobile-apps/branded-app/how-to-verify-your-website-for-your-google-play-console)
* [How to Add Kajabi as an Admin to Your Google Play Console and Project Owner on Google Cloud Console](/articles/mobile-apps/branded-app/how-to-add-kajabi-as-an-admin-to-your-google-play-console-and-project-owner-on-google-cloud-console)


# Enter trader status and contact info in App Store Connect
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/entering-your-trader-status-and-contact-info-in-app-store-connect

Add trader status and contact information in App Store Connect to comply with the EU Digital Services Act.

Apple has introduced [requirements](https://developer.apple.com/help/app-store-connect/manage-compliance-information/manage-european-union-digital-services-act-compliance-information/) for apps made available in the European Union (EU) to comply with the EU's [Digital Services Act](https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/europe-fit-digital-age/digital-services-act_en). **App Store Connect** includes fields for entering trader status and contact details so that your app meets these requirements.

These requirements apply to any "trader", which is "any natural person, or any legal person irrespective of whether privately or publicly owned, who is acting, including through any person acting in his or her name or on his or her behalf, for purposes relating to his or her trade, business, craft or profession".

If you're not sure if this definition of a trader applies to you, we recommend that you consult with a legal professional.

Apple asks traders to provide a business address, phone number, and email address to be posted on the App Store product page. We recommend that you avoid providing personal information and specifically provide business information only.

## What if I don't have a business address / phone number / email address?

Setting up contact accounts for a business is fairly easy. This could include:

* Obtaining a P.O. Box address through your local Post Office or using a business address service
* Registering a business phone number through an online number service
* Creating a new email account with your preferred email provider


# Examples of good and bad Branded Mobile App logos
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/examples-of-good-and-bad-branded-mobile-app-logos

Design choices that make a Branded Mobile App logo effective or ineffective.

A well-designed **logo** has a significant impact on how an app appears on mobile device screens. The examples below highlight effective and ineffective design choices for Branded Mobile App logos.

## Elements of a good mobile app logo

**Logos that work best for mobile apps tend to have:**

* High image quality/resolution
* Little or no text
* A simple design
* Identifiable even when small

**Conversely, logos that tend to render poorly have:**

* Low image quality/resolution
* A large number of text characters
* A complex design
* Degraded appearance at small file sizes

<Tip>
  **Tip:**
  The app will have a white background. We recommend using a logo image with a transparent background that will be visible when overlaid on the color white.
</Tip>

## Good mobile app logo example

Here's an example of an effective mobile app logo. This logo has a simple design that looks good at a small file size, and no text:

<img alt="Good logo example" />

App load screen:

<img alt="Good logo load screen" />

App login screen:

<img alt="Good logo login screen" />

App home screen:

<img alt="Good logo home screen" />

## Bad mobile app logo example

Here's an example of an ineffective mobile app logo. This logo has too much text and doesn't look good at a small file size:

<img alt="Bad logo example" />

App load screen:

<img alt="Bad logo load screen" />

App login screen:

<img alt="Bad logo login screen" />

App home screen:

<img alt="Bad logo home screen" />

## Specifications

* JPG or PNG
* Minimum 300 x 300px

Learn to [update the app logo for iOS and/or Android](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links) for more details.


# Google photo and video permissions declaration instructions
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/google-photo-and-video-permissions-declaration-instructions

Complete the Google photo and video permissions declaration in the Play Console.

Google requires you to declare how a Branded App uses **photo and video permissions**. Follow the steps below to complete the declaration in the Google Play Console.

## Complete the declaration

To get started:

1. From the Google Play Console, navigate to **Policy and Programs** and then **App Content**
2. From there, you will see a **declaration requirement**:

<img alt="Declaration requirement" />

3. Click on **Start Declaration**
4. Next, you will see 2 fields in which you can enter information
5. In the **Read Media Images** box, please use the following response:
   * ***My customers can, if they choose to give permission to access photos, upload photos and media content within the application.***
6. In the **Read Media Video** box, please use the following response:
   * ***My customers can, if they choose to give permission to access videos, upload video and media content within the application.***

<img alt="Declaration fields" />

7. After you click **Save** in the bottom right corner, you will be asked to go to the Publishing Overview

<img alt="Publishing overview prompt" />

8. Go to the **overview** page, then click on **Send For Review**:

<img alt="Send for review" />


# Get started creating a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app

Set up a Branded App subscription and begin the onboarding process with Kajabi.

<div>
  <iframe />
</div>

**Branded Apps** are white-labeled mobile apps customized with your own branding, built and maintained for you by Kajabi. Instead of directing members to download the Kajabi app, they can download the app by searching for your name in the app store. Brand the app with your own logo and color, and increase customer engagement with on-demand push notifications.

## Add an app to the subscription plan

To get started creating a Branded App, you'll first need to add a Branded App to the Kajabi subscription plan. You can add a Branded App featuring Courses, Coaching Programs, Podcasts, and Kajabi Community for an additional \$199/month above the base plan cost.

<Note>
  **Note:** If you have multiple sites in the Kajabi account, the Branded App will be attached to the site you are on when you confirm the add-on. Make sure you go to the desired site for the app before confirming subscription changes.
</Note>

**To add a Branded App to the plan:**

1. From the Dashboard, select **Branded Mobile App**.
2. Click **Get Started**: <img alt="Kajabi Admin Sites 2148802434 Branded Mobile App Landing Page V2 06 04 2026 05 01 PM" />
3. On the next screen, you'll be able to interact with the App Builder. You can select a template to start with by clicking **Start with this design** or click **Start with blank**:

<img alt="App Builder templates" />

After working with the App Builder and saving progress, you'll be taken to a screen with 5 onboarding steps:

1. Design the app (the App Builder you were just interacting with).
2. App name & logo.
3. Developer accounts.
   * Create an Apple developer account ([Learn how](/articles/mobile-apps/branded-app/how-to-create-an-apple-developer-account-and-join-the-apple-developer-program)).
   * Create a Google developer account ([Learn how](/articles/mobile-apps/branded-app/how-to-create-a-google-developer-account)).
   * Add Kajabi as an Admin to the Google Play Console and Google Cloud Console ([Learn how](/articles/mobile-apps/branded-app/how-to-add-kajabi-as-an-admin-to-your-google-play-console-and-project-owner-on-google-cloud-console)).
4. Start your plan.
5. Book a call.

<Note>
  **Note:** You must complete the first 4 steps, including starting the Branded Mobile App plan, in order to book a call.
</Note>

Once you are ready to add the Branded Mobile App to the Kajabi subscription, click on **Start your plan**.

1. On the next screen, review the changes to your subscription and billing.
2. Click **Confirm** to approve the changes:

<img alt="Confirm subscription" />

## Book the onboarding call

Once you have completed the first 4 onboarding steps, you will unlock the ability to book an onboarding call with Kajabi Support.

On this call, we will review accounts to make sure we have everything needed to start building apps directly in the developer accounts. Once apps are live, you will be notified by the team.

After the app is live, the Branded App tab in the Kajabi account will be updated. You can set up the welcome screen, add an onboarding carousel, customize the home screen, add custom links, and/or update app settings on the Branded App **Design** page.

## FAQs

### Will the app add-on subscription be prorated?

If you're on a monthly Kajabi base plan subscription, you'll be charged a prorated amount for the remaining time left in the current billing cycle when you sign up for the app add-on.

If you're on an annual Kajabi base plan, the app will be added on as a monthly subscription and the billing month for the app will begin right away (the base plan billing cycle will not be affected).

### What if I want to cancel the app add-on?

You can cancel the Branded App subscription at any time. From the Dashboard, go to **Settings**. Under **Account settings**, click **Subscription & Billing**, then the [Paid Extras](https://app.kajabi.com/admin/settings/subscriptions/paid_extras) page. If you have any questions or need assistance, please contact [bma.support@kajabi.com](mailto:bma.support@kajabi.com).

### Can I switch the Kajabi base plan if I have an app add-on?

You can still change the base plan in the Kajabi Billing Settings.

### What if I have an app add-on and I want to park the plan?

If you choose to park the Kajabi base plan, the Branded App add-on will be canceled. To park the Kajabi plan and cancel the Branded App add-on, please contact [bma.support@kajabi.com](mailto:bma.support@kajabi.com).


# Accept the closed testing invite and install the app
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-accept-the-closed-testing-invite-to-download-and-install-the-app

Accept a closed testing invite, then download and install a Branded App for testing.

After setting up closed track testing and sending out invites, testers can follow the steps below to accept the **closed testing invite**, download the app, and install it.

## Accept the internal test invite

Once you have received an invite to test an app, follow these steps to accept the invite:

1. First, make sure you are logged into the correct email on both the Play Store application and the email application (e.g., Gmail):

<img alt="Play Store login" />

2. Click on the image in the top right corner and make sure you are selecting the account you want to accept the invite from:

<img alt="Select account" />

3. Next, click on the invite email you received for the closed testing invite and click on **Become a Tester**:

<img alt="Become a tester" />

<Note>
  **Note:**
  If you see this screen, you are not logged into the correct Gmail account:

  <img alt="Wrong account screen" />

  To switch the account, click on the square in the top right corner where the red arrow is pointing, then switch to the appropriate account.
</Note>

## Install the internal test app

1. Once you have accepted the invite, click on the **Install the public version on Google Play** hyperlink text as shown in the screenshot above

<Note>
  **Note:**
  If you load into a completely blank screen that does not do anything:

  <img alt="Blank screen" />

  This is usually caused by being logged into the wrong Play Store email. Press back to exit out of the invite page, press the home button, then open up the Play Store from the app drawer. Once opened, change to the correct account.
</Note>

2. If all goes well, you should be directed straight to the app download page. Install it, log in with your credentials, and you can test away.


# Add an onboarding carousel to a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-add-an-onboarding-carousel-to-your-branded-app

Provide a premium welcome experience with a carousel of images the first time users log in.

An **onboarding carousel** displays a series of rotating images the first time a user logs into a Branded App. Use the carousel to increase first-time user engagement by previewing the app experience, highlighting benefits, and greeting users with custom imagery and messaging.

## What is an onboarding carousel?

An onboarding carousel is a series of images that rotate into view in a carousel motion the first time a user logs into the app. Choose up to 5 images to include in a Branded App onboarding carousel.

<img alt="Welcome Carousel" />

<Note>
  **Note:**
  The onboarding carousel will only appear the first time a user logs into the app. When a user returns to the app, they'll no longer see the carousel.
</Note>

## Add an onboarding carousel to the app

<Note>
  **Note:**
  If you published your Branded App prior to January 30th, 2024 and haven't updated your app since that date, you'll need to update your app in order to add this feature. [Learn how to update your Branded App](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store).
</Note>

<Warning>
  **Important:**
  Your carousel images will automatically be pushed out to your live app as you upload them. Please confirm that you're ready for each image to appear in the live app prior to uploading it in the carousel editor.
</Warning>

To add an onboarding carousel to a Branded App:

1. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
2. Select the **Design** tab
3. Click **Customize**:

<img alt="Customize button" />

4. Open the **phone icon**:

<img alt="Phone icon" />

5. Navigate to **System Screens**
6. Select **Onboarding**:

<img alt="Onboarding selection" />

7. The carousel editor will open on the right side of the page
8. In the editor, click **+ Add image**:

<img alt="Add image button" />

9. Follow the prompts in the file uploader to upload your image
10. We recommend using images with a 9:16 aspect ratio for best results

## Update or delete carousel images

Want to remove or replace images in the onboarding carousel? Follow the steps below to update or delete images. Changes will automatically be pushed to the live app (i.e., you don't need to submit a new app build to the Apple App and Google Play stores).

### Delete an image

To remove an image from the onboarding carousel:

1. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
2. Select the **Design** tab
3. Click **Customize**:

<img alt="Customize button" />

4. Open the **phone icon**:

<img alt="Phone icon" />

5. Navigate to **System Screens**
6. Select **Onboarding**:

<img alt="Onboarding selection" />

7. Locate the image you want to remove and click the **x symbol** to the right of the image:

<img alt="Delete image" />

A modal popup will appear asking you to confirm the deletion.

8. Click **Delete** to remove the image from the carousel

<Tip>
  **Tip:**
  Want to remove the onboarding carousel from the app entirely? Delete all of the images in the onboarding carousel editor. Once all of the images are deleted, the carousel will be disabled in the app.
</Tip>


# Add app reviewer notes for Apple
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-add-app-reviewer-notes-for-apple

Provide clear notes for Apple's app reviewers to help a Branded App pass the review process.

When submitting a Branded App to the Apple App Store, providing clear **reviewer notes** helps Apple's team understand the app's functionality. This increases the likelihood of a smooth approval process.

## Add reviewer notes

To add reviewer notes:

1. Inside the app, scroll down to the **App Review Information** section
2. Add the text below the following image to the **Notes** input field:

<img alt="Add Reviewer Notes" />

Copy and paste the following text into the **Notes** box. If the line breaks are stripped out while pasting, add them back in for readability.

<Warning>
  **Important:**
  Replace the sample text inside both sets of \< > symbols with your own website information.
</Warning>

\---start of text---

**BACKGROUND AUDIO**

**We have declared support for audio in the UIBackgroundModes key because it allows a user playing a video to lock their device and to continue listening to the audio content of the video in the background.**

**You can locate this usage of background audio support by clicking through the app until you reach a thumbnail towards the top. Click on that thumbnail to load the video player controls and hit play. Then lock the device and audio from the video will continue to play in the background.**

**SIGN-UP vs SIGN-IN**

**This app offers sign in if a user has already previously been gained access to content. The signup option will display if and only if we are offering content for free for new signups. Your account has been granted access to content already.**

\---end of text---

Don't forget to replace the sample text inside both sets of arrow symbols with your own website information.

Return to the next step of the intake process.


# Add custom links to a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-add-custom-links-to-your-branded-app

Include a floating action button with a menu of custom page links in a Branded App.

The **floating action button** adds a round, clickable shortcut to the lower right corner of Branded App home, library, and custom screens. Tapping it opens a menu of up to five custom page links, giving members quick access to important pages, offers, or external content.

## What is the floating action button?

The floating action button is a round clickable button in the lower right corner of a Branded App home, library, and custom screens. The button uses the brand color selected in app settings:

<img alt="Floating action button" />

When a user clicks the button, a menu of up to five custom page links appears. For example, you can choose to link out to product offers or upsells, a blog, a podcast, or social media sites:

<img alt="Clicked floating action button" />

## Add a floating action button with custom links to the app

<Note>
  **Note:**
  If you published your Branded App prior to December 20th, 2023 for iOS or January 12th, 2024 for Android and haven't updated your app since those dates, you'll need to update your app in order to add this feature. [Learn how to update your Branded App](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store).
</Note>

To add a floating action button with a menu of custom page links to a Branded App:

1. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
2. Select the **Design** tab
3. Click **Customize**:

<img alt="Customize button" />

4. Open the **phone icon**:

<img alt="Phone icon" />

5. Toggle on **Custom Links**:

<img alt="Toggle custom links" />

6. Then, click **+ New link**:

<img alt="New link button" />

A link settings menu will appear on the right side of the page:

7. Enter a **Title** for the link
8. Next, click the URL dropdown menu and select an **icon** for the link
9. Enter the **URL address** for the link
10. Click **Save** to add the link to the floating action button in the app

## Update or delete button links

### Update a link

To update a page link in the floating action button menu:

1. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
2. Select the **Design** tab
3. Click **Customize**
4. Open the **phone icon**:

<img alt="Phone icon" />

5. Navigate to **Custom Links**
6. Select the link you wish to update

A link settings popup menu will appear.

7. Edit the link **Title**, **icon** and/or **URL address** as desired
8. Click **Save** to apply changes to the floating action button in the app:

<img alt="Save link changes" />

### Delete a link

To delete a page link from the floating action button menu:

1. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
2. Select the **Design** tab
3. Click **Customize**
4. Open the **phone icon**:

<img alt="Phone icon" />

5. Navigate to **Custom Links**
6. Click the **X icon** next to the link you wish to delete:

<img alt="Delete link" />

A confirmation popup will appear.

7. Click **Delete** to remove the link from the floating action button in the app

<Tip>
  **Tip:**
  Want to remove the floating action button from the app entirely? Delete all of the links from the button menu in the Custom Links settings. Once the link menu is empty, the button will no longer appear in the app.
</Tip>


# Add external purchase links to a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-add-external-purchase-links-to-your-branded-app

Place web-based offer links in buttons, images, galleries, custom links, and push notifications.

**External purchase links** let members buy directly from web-based offer pages without leaving the app. Place these links in buttons, images, galleries, custom links, and push notifications to create a friction-free purchasing experience.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This feature is currently only available to US-based Heroes.
</Note>

## Getting started

Before linking offers throughout a Branded Mobile App, make sure you have the following completed:

1. Have the **URL** of the offer page you want to promote
2. Select **Branded Mobile App** from your Kajabi dashboard
   * If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings
3. Click on the **Design** tab

<Tip>
  **Tip:**
  Use Kajabi Payments and enable Apple Pay/Google Pay in order to increase checkout conversion.
</Tip>

Now it's time to pick how to incorporate offer links in the Branded Mobile App.

## Link a button widget

From the **Design** tab under **Branded Mobile App**, click **Customize**:

<img alt="Customize button" />

1. Click **Screens** to select an existing screen or create a new one:

<img alt="Screens selection" />

2. Once you are on the screen you'd like to edit, navigate to the **Widgets** editor and drag a **Button** widget onto the screen:

<img alt="Button widget" />

3. In the right-hand settings panel, paste the **offer URL** into the **Link** field
4. Set **Open link** to **In-App Browser** for a seamless experience
5. Click **Save**

Learn to [customize widgets on Branded App Screens](/articles/mobile-apps/branded-app/how-to-customize-widgets-on-your-branded-app-screens) for more details.

## Link an image gallery item

1. In the **Widgets** editor, drag a **Gallery** widget onto the screen:

<img alt="Gallery widget" />

2. Upload your images
3. Select an image, choose **Action → Web address**, and paste the **offer URL**
4. Repeat for any other images that should link out
5. Click **Save** and **Publish** to push the change live

## Link a single image widget

1. In the **Widgets** editor, drag an **Image** widget onto the screen:

<img alt="Image widget" />

2. Upload a graphic, product shot, or banner for the offer
3. In **Action → Web address**, paste the **offer URL**
4. Click **Save** and **Publish** to push the change live

<Tip>
  **Tip:**
  A large hero image with a "Tap to buy" caption works well here.
</Tip>

## Add a custom link in the menu

1. In the **Screens** editor, scroll down until you see **Custom Links**
2. Click **+ New link**:

<img alt="Custom links" />

3. Enter a **Title** members will recognize (e.g., *Course Offer*)
4. Paste the **offer URL**
5. Click **Save** and **Publish** to push the change live

Learn to [add custom links to a Branded App](/articles/mobile-apps/branded-app/how-to-add-custom-links-to-your-branded-app) for more details.

## Promote the link with a push notification

1. From your Kajabi dashboard, select **Marketing**
2. Then, select **Push notifications**
3. Click **+ New notification** at the top right of the page:

<img alt="Push notification" />

4. Choose to send the notification to **Everyone who allows notifications** or to a **Custom segment**
5. Enter a **Title** and write a concise **Message** (e.g., *"Limited-time bundle—tap to unlock"*)
6. Choose **Web address** under **Link to** and paste the **offer URL**
7. Schedule or send immediately

Learn to [create Branded App Push Notifications](/articles/mobile-apps/branded-app/how-to-create-branded-app-push-notifications) for more details.

## Best practices

* **Keep buyers inside the app.** Use the in-app browser unless your checkout requires a full browser
* **Use clear calls to action.** "Buy Now," "Unlock Discount," or "Start My Trial" convert better than generic text
* **Track performance.** Add UTM parameters to each URL to see which placement drives the most sales


# Add Kajabi as an admin to Google Play Console and Google Cloud Console
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-add-kajabi-as-an-admin-to-your-google-play-console-and-project-owner-on-google-cloud-console

Grant Kajabi admin access to Google Play Console and project owner access on Google Cloud Console for a Branded Mobile App build.

<div>
  <iframe />
</div>

For Kajabi to build an Android Branded App, you need to grant **admin access** to both Google Play Console and Google Cloud Console. The steps below cover inviting Kajabi to both consoles, creating a cloud project, and enabling the required APIs.

<Note>
  **Note:**
  If you are logged into Google with more than one Gmail account where one of them is not the account owner email listed on the developer account, you may experience errors. We recommend logging in through an incognito or private window to ensure that you are logged into a single email.
</Note>

## Add Kajabi as a Google Play account admin

Grant the Kajabi team admin access to Google Play Console to allow Kajabi to access and create the Android App.

1. Log into your [Google Play Console](https://play.google.com/console) and make sure that you are not clicked into a specific app.
2. Click **Users and Permissions** in the sidebar menu.
3. Then, click **Invite New Users**:

<img alt="how-to-add-kajabi-as-admin-to-your-google-play-console-and-google-cloud-console-google-docs.png" />

4. In the email address field, input: **[Creative.Coder@oc-corpeng.com](mailto:Creative.Coder@oc-corpeng.com)**
5. Then, select the **Admin** checkbox under **Account permissions**.
6. Click **Invite User**:

<img alt="how-to-add-kajabi-as-admin-to-your-google-play-console-and-google-cloud-console-google-docs (1).png" />

## Add Kajabi as a Google Cloud account admin

<Note>
  **Note:**
  If you do not have a Google account currently, please follow [these instructions](https://support.google.com/accounts/answer/27441?hl=en) to create one.
</Note>

Grant the Kajabi team Owner access to Google Cloud Console to allow Kajabi access and create the API key for the Android App(s).

1. Log into the [Google Cloud Console](https://cloud.google.com/console/).
2. Ensure that you are logged into the correct account as the account owner:

<img alt="Screenshots_for_Google_Console_–_Figma.png" />

3. Then, agree to the terms and conditions:

<img alt="how-to-add-kajabi-as-admin-to-your-google-play-console-and-google-cloud-console-google-docs (2).png" />

4. In the top left corner, click the dropdown menu to **Select a Project**:

<img alt="How_to_Add_Kajabi_as_an_Admin_to_Your_Google_Play_Console_and_Project_Owner_on_Google_Cloud_Console.png" />

5. When the next dialog box appears, select **New Project**:

<img alt="How_to_Add_Kajabi_as_an_Admin_to_Your_Google_Play_Console_and_Project_Owner_on_Google_Cloud_Console.png" />

6. Enter the Project name and click **Create**:

<Note>
  **Note:**
  Be sure to use the App Name as the Project Name.
</Note>

<img alt="image__4__png.png" />

The creation process will take a moment to complete.

7. After the project has been created, click the **Select Project** link in the notification window located at the top-right section of the window:

<img alt="image__5__png.png" />

## Locate API credentials

<Warning>
  **Important:**
  If your organization was created on or after May 3rd, 2023, you will receive the error "IAM policy update failed" when trying to invite Kajabi to Google Cloud. If you are encountering this issue, [click here to follow these additional steps first](/articles/mobile-apps/branded-app/additional-steps-to-change-google-cloud-iap-policy).
</Warning>

<img alt="image (8).png" />

1. On the left-side panel, click **IAM & Admin**:

<img alt="How_to_Add_Kajabi_as_an_Admin_to_Your_Google_Play_Console_and_Project_Owner_on_Google_Cloud_Console.png" />

2. Click **Grant Access**:

<img alt="How_to_Add_Kajabi_as_an_Admin_to_Your_Google_Play_Console_and_Project_Owner_on_Google_Cloud_Console.png" />

3. There will be a pop-up menu on the left side panel under **New principals**. Add the following email address: [Creative.Coder@oc-corpeng.com](mailto:Creative.Coder@oc-corpeng.com)

<img alt="How_to_Add_Kajabi_as_an_Admin_to_Your_Google_Play_Console_and_Project_Owner_on_Google_Cloud_Console.png" />

4. Navigate to **Step 2: Assign Role**.
5. Then, click **Select a role**.
6. Select **Basic** as the access type and **Owner** as the role type.
7. Click **Save**:

## Enable the API

### Enable the Google Publisher API

1. Navigate to the [Google Publisher API Settings](https://console.cloud.google.com/apis/library/androidpublisher.googleapis.com).
2. Ensure that you are logged into the correct account as the account owner:

<img alt="Screenshots_for_Google_Console_–_Figma.png" />

3. Then, click **Enable**:

<img alt="how-to-add-kajabi-as-admin-to-your-google-play-console-and-google-cloud-console-google-docs (9).png" />

A progress spinner will appear after a moment or so, then you will be redirected to a page. At this point the API has been properly enabled.

One additional API that needs to be enabled is Firebase.

### Enable Firebase

1. Navigate to the [Firebase Management API - Google Cloud Console](https://console.cloud.google.com/apis/library/firebase.googleapis.com).
2. Ensure that you are logged into the correct account as the account owner:

<img alt="Screenshots_for_Google_Console_–_Figma.png" />

3. Then, click **Enable**:

<img alt="how-to-add-kajabi-as-admin-to-your-google-play-console-and-google-cloud-console-google-docs (10).png" />

After completing these steps, you do not need to contact Kajabi unless you are experiencing issues. We will email you with a confirmation that we have successfully been invited to the account within 1-2 business days.


# Complete the iOS app transfer process
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-complete-the-ios-app-transfer-process

Transfer an iOS app into an Apple Developer account and update Kajabi settings.

If an iOS app was initially built under a different Apple Developer account, you need to complete a **transfer process** to move it into your own account. The steps below cover preparing account info, completing the transfer in App Store Connect, and updating Kajabi settings.

## Prepare app account info

You'll need to submit the following account information to complete the app transfer process:

* Full name
* Email address
* Phone number
* Support URL
* Marketing URL
* Privacy policy

Make sure the email address and privacy policy URL you submit match those listed in the Branded App branding settings in Kajabi.

**To open the Branded App branding settings:**

1. Log into your [Kajabi account](https://app.kajabi.com/login).
2. Select **Settings** at the lower left corner of the Kajabi dashboard.
3. Then, select **Branded Mobile App Settings**:

<img alt="1 Branded App Settings.png" />

4. Navigate to Brand Assets and click **Revisit Branding**:

<img alt="2 Revisit Branding.png" />

5. Select **Terms & Privacy**:

<img alt="3 Privacy Policy.png" />

## Complete the transfer in App Store Connect

Once you have your account information ready, complete the app transfer process in App Store Connect.

**To transfer the app:**

1. Log into your [App Store Connect](https://appstoreconnect.apple.com/) account.
2. You should see a yellow notification banner at the top of the page stating that you have an app transfer request pending acceptance.
3. Click on **Agreements, Tax, and Banking**:

<img alt="4 Agreements and Banking.png" />

4. Under **App Transfers**, verify that you see the pending app transfer request.
5. In the **Action** column at the far right of the App Transfer record, click **Review**:

<img alt="5 Review App Transfer.png" />

6. Scroll down the page to **New App Metadata**.
7. Enter your metadata information. Be sure to include https\:// at the front of each URL:
   * Support URL
   * Marketing URL
   * Privacy Policy URL

<img alt="6 New App Metadata.png" />

8. Next, enter your contact information:
   * First name
   * Last name
   * Phone number
   * Email

**To verify that the app transfer has completed successfully:**

1. Click the **App Store Connect** logo:

<img alt="10 App Store Connect Logo.png" />

2. Then, click **Apps**:

<img alt="11 Apps.png" />

3. If you don't immediately see the app icon for the Branded App on the **Apps** page, keep refreshing the browser page until you see the app icon.

## Update Branded App info in Kajabi

After transferring the app into your own Apple Developer account, you'll need to update a few pieces of information in Kajabi Branded App settings.

<Warning>
  **Important:**
  If you don't update the Branded App info in Kajabi after transferring the app, the app cannot be updated and push notifications will stop working.
</Warning>

[Click here for the final steps to complete the app transfer process](/articles/mobile-apps/branded-app/what-to-update-in-kajabi-for-your-ios-app).


# Create a Branded Mobile App icon
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-a-branded-mobile-app-icon

Design an effective app icon that meets Apple App Store and Google Play Store requirements.

The **app icon** is the graphic image that appears alongside the app name in the Apple App Store, the Google Play Store, and on users' device home screens. This page covers what makes an effective app icon and the technical specifications needed.

## What makes a good mobile app icon?

While an app icon may look similar to a business logo, the icon and logo are two different assets with distinct requirements.

**Effective mobile app icons:**

* Are designed as a full bleed square-shaped image.
* Have a simple, uncluttered design and bold color(s).
* Are easily recognizable as your unique brand.
* Avoid using text or photo elements.
* Don't contain any transparent pixels.
* Are high-resolution and scale down well to smaller sizes.
* Don't use copyrighted material owned by others.
* Are optimized for use with both the [iOS](https://developer.apple.com/design/human-interface-guidelines/app-icons) and [Android](https://developer.android.com/studio/write/create-app-icons) platforms.

## Platform considerations

An icon measuring 1024 x 1024 pixels is required to get started on the Apple App Store, and a 512 x 512 pixel icon must be submitted to the Google Play store. These large icons will be scaled down as needed to fit each device screen.

When you create the app with Kajabi, you'll need to upload a 1024 x 1024 pixel icon image file in either PNG or JPG format. The Kajabi team will handle resizing the image file to additional sizes.

Apple and Android both provide icon templates and resources for designers:

[Apple icon design resources](https://developer.apple.com/design/resources/).

[Android icon design resources](https://developer.android.com/studio/write/create-app-icons).

## Specifications

**Requirements for iOS:**

* JPG or PNG
* 1024 x 1024px
* Must not have transparent pixels

**Requirements for Android:**

* JPG or PNG
* 512 x 512px

Learn to [update the app logo for iOS and/or Android](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links) for more details.


# Create a Google API key for a Branded Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-a-google-api-key-for-the-branded-mobile-app-intake-process

Generate an API key to connect a Branded App to Google Play Console.

An **API key** is required to connect a Branded App to Google Play Console. The steps below cover creating a Google Cloud project, generating API credentials, and enabling the necessary APIs.

## What is an API key?

API stands for Application Programming Interface. APIs provide the means for different software applications to communicate with each other.

An API key is a unique string of letters and numbers used to identify a software app when it tries to communicate with another app. When a Branded App reaches out to the Google Play Console to exchange data, Google uses the API key to confirm identity. Without an API key, Google won't be able to recognize the app.

## Create the Google API key

<Tip>
  **Tip:**
  You must be logged into a single Gmail / Google account to successfully complete all of the following steps. We recommend completing the steps in an incognito browser window to ensure you aren't logged into more than one Google account.
</Tip>

### Create a Google Cloud project

1. Log into the [Google Cloud Console](https://console.cloud.google.com/) (you must be logged in as the account owner) and agree to the terms and conditions:

<img alt="Agree to Terms.png" />

2. In the top left corner, click on the dropdown menu to **Select a Project**:

<img alt="Select Project Dropdown.png" />

3. When the next dialog box appears, select **New Project** in the top right corner:

<img alt="Select New Project.png" />

4. Enter the Project name and click **Create**:

<img alt="Project Name Create.png" />

5. It will take a moment to complete. Once it does, click the **Select Project** link in the notification window at the top right:

<img alt="Select Project Text Link.png" />

### Locate API credentials

1. Click on **APIs & Services** in the left menu.
2. Then, select **Credentials**:

<img alt="APIs and Credentials.png" />

3. When the next page loads, if it's not already selected, click on **Credentials** again:

<img alt="Credentials copy.png" />

4. Locate the project dropdown menu at the top left next to **Google Cloud** and make sure the project is selected.
   (In the screenshot below, the project name displays as *My PGMacDesign Project.* Your project name will be different.)

<img alt="Select" />

### Create API credentials

1. With the project selected, make sure you're on the **Credentials** tab on the left.
2. Click **+ Create Credentials**.
3. Select **Service account**:

<img alt="Service" />

4. Navigate to "Step 1: Service account details".
5. Enter a **Service account name** of your choice (for example, your business name).
6. The **Service account ID** will be created automatically.
7. Enter a short **Service account description** (for example, "Service account for my Android app").
8. Click **Create and Continue**:

<img alt="Service Account Details cropped.png" />

9. Navigate to "Step 2: Grant this service account access to project".
10. Click **Select a role.**
11. Select **Basic** as the access type and **Owner** as the role type.
12. Click **Continue**:

<img alt="Basic" />

13. Skip "Step 3: Grant users access to this service account".
    Leave this section blank.
14. Click **Done** to continue:

<img alt="Grant" />

### Create an API key

You should now see a Service Account listed on the Credentials page under **Service Accounts**:

<img alt="Service" />

1. First, copy the **Service Account Email Address** and set it aside for now as you'll be using it in a later step.
2. Then click on the **Service Account Email Address** to open the account.
3. Select the **Keys** tab.
4. Click **Add Key**.
5. Select **Create new key:**

<img alt="Create" />

6. When prompted to select the key type for download, select **JSON**.

You must select the JSON option for this step.

7. Click **Create**:

<img alt="JSON.png" />

The JSON file will download to your computer locally (you'll typically find it in your Downloads folder). This is the file you'll need to upload to Kajabi during the intake process.

### Enable the API

Next, you'll need to enable the API within the Google Cloud Console.

**To enable the API:**

1. Click this link: [https://console.cloud.google.com/apis/library/androidpublisher.googleapis.com](https://console.cloud.google.com/apis/library/androidpublisher.googleapis.com)
2. Then, click the blue **ENABLE** button:

<img alt="Enable API.png" />

A progress spinner will appear for a minute or so, then you'll be redirected to a page. At this point the API has been properly enabled.

One additional API that needs to be enabled is Firebase.

3. Go here: [Firebase Management API - Google Cloud Console](https://console.cloud.google.com/apis/library/firebase.googleapis.com)
4. Then, click **Enable**:

<img alt="Enable Firebase API.png" />

The page should automatically redirect you. To confirm it was successfully enabled, click on the [same link](https://console.cloud.google.com/apis/library/firebase.googleapis.com) and the screen should now look like this:

<img alt="API Enabled.png" />

Confirm that you see **API Enabled** on the right side.

### Add an authorized user

1. Navigate to the [Google Play Console](https://play.google.com/console) and make sure you're not clicked into a specific app.
2. Click on **Users and permissions** in the menu at the left of the screen.
3. Then, click the blue **Invite new users** button:

<img alt="Invite New Users.png" />

4. Paste in the **Service Account Email Address** you just copied in the previous step.
5. Then select the **Admin** checkbox under **Account permissions**.
6. Click **Invite User**:

<img alt="Invite User.png" />


# Create a Google Developer account
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-a-google-developer-account

Set up a Google Developer account in Google Play Console to publish a Branded App on Android.

To publish a Branded App on Android, you need a **Google Developer account** in the Google Play Console. A \$25 registration fee is required to create an account, so have your credit card details handy.

<Tip>
  **Tip:**
  We require you to create an organizational developer account for Google to speed up the Android app build process. With an organizational account, we can generally get the Android app up in 6-8 weeks, if not sooner, but with an individual account, it can be upwards of 12-16 weeks given Google's strict enforcement of the internal testing requirement.
</Tip>

## Set up the account

**To create the account:**

1. Navigate to: [https://play.google.com/apps/publish/signup](https://play.google.com/apps/publish/signup)
2. Sign into your Google account.
   (Or create a Google account if you don't already have one).
3. If prompted, turn on two-step verification for the account (required). If you already have two-step verification set up, move on to the next step.
4. For Kajabi to assist with the app build, we require you to create an account for an organization.
5. Click **Get started**:

<img alt="Cursor_and_image__10__png.png" />

6. Review the information on the next screen and click **Continue**:

<img alt="image (11).png" />

7. Enter a publicly visible **Developer name**. This can be any name you want. For example, "\[My Business Name] Developer Account."
8. Click **Next**:

<img alt="Step 3 - Enter Developer Name.png" />

9. Next, click **Create or select payments profile** to link a Google payments profile to the account:

After creating a Google Developer Account, you must verify your Google Play Console. [Learn more](/articles/mobile-apps/branded-app/additional-verification-for-your-google-play-console).

<Note>
  **Note:**
  Before Google approves your app to be published, Google requires closed testing during the build process with at least 20 of your customers. [Learn more](/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-closed-testing-track-in-the-google-play-store).
</Note>


# Create an Apple Developer account and join the Apple Developer Program
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-an-apple-developer-account-and-join-the-apple-developer-program

Set up an Apple Developer account, enroll in the Apple Developer Program, and add Kajabi as an admin to publish a Branded App on iOS.

<div>
  <iframe />
</div>

To publish a Branded App on iOS, you need an **Apple Developer account** and membership in the Apple Developer Program. The steps below cover account creation, program enrollment, and adding Kajabi as an admin.

## Create an Apple Developer account

First, create an Apple Developer account.

**To create the account:**

1. Navigate to: [https://developer.apple.com](https://developer.apple.com)
2. Select **Account** from the top navigation menu:

<img alt="Select Acocunt Link.png" />

3. Enter your **Apple ID** and click the arrow to submit:
   (Or, if you don't yet have an Apple ID, click **Create yours now** and complete the form to create an ID. After creating your ID you'll automatically be directed to the Apple Developer Agreement.)

<img alt="Enter Apple ID.png" />

4. Submit your two-factor authentication code if/when prompted.
5. Review the Apple Developer Agreement.
6. Check the **checkbox** confirming that you agree to the terms and conditions.
7. Click **Submit**:

<img alt="Accept Agreement.png" />

The account has now been created. On the next screen you'll see an option to join the Apple Developer Program.

## Join the Apple Developer Program

Next, sign up for the Apple Developer Program to access the resources you'll need to create the iOS app. The Program has a membership fee of \$99/year, so have your credit card details handy.

**To sign up**:

1. Locate **Join the Apple Developer Program** on your [Apple Developer Account](https://developer.apple.com/account) page and click the **Enroll today** button (if you just created the Developer Account, you should already be on this page):

<img alt="Join Dev Program.png" />

2. Click **Continue enrollment on the web** (Or, if you prefer, you can download the Apple Developer app and enroll via the app instead. In this guide, we'll walk you through enrolling via the web.):

<img alt="Enroll via Web.png" />

3. Complete the personal information form by inputting your first and last name, phone number, and address as instructed.
4. Click **Continue**:

<img alt="Personal Info Form.png" />

5. Click into the dropdown menu and select your **entity type**. For Kajabi to assist with the app build, we require you to create an account for an organization (You'll need to have or apply for a [DUNS number](/articles/mobile-apps/branded-app/how-to-set-up-your-d-u-n-s-number-for-your-branded-app).)

<img alt="apple dev organization.png" />

Within the next 24 hours you should also receive a second email asking you to complete an identity verification check. Please complete the ID verification as soon as possible.

<Note>
  **Note:**
  You may be asked to submit a different type of documentation, especially if you registered as an entity type other than "Individual / Sole Proprietor". Please follow the instructions sent to you by Apple and submit the documents they require in your case.
</Note>

**To complete the ID verification:**

1. Take a picture of your government issued photo ID (or whichever document(s) Apple requested in your case) and save it to your device.
2. Open the ID confirmation email you received.
3. Click **Upload ID**:

<img alt="ID Email.png" />

4. The Apple Developer sign-in page will open. Sign into your account.
   You'll be directed to a document upload form.
5. Click **Browse** and upload your document(s).
6. Click **Continue**:

<img alt="ID Upload Form.png" />

7. Click **Submit** on the popup modal to confirm the ID submission:

<img alt="Confirm Submit.png" />

You'll see a confirmation message that your documents are being processed.

You'll receive an email notification when your membership has been activated.

If you don't receive your activation notice and access to App Store Connect within five business days, please [contact Apple Support](https://developer.apple.com/contact/submit/).

## Add Kajabi as an account admin

Once the Branded App is built, you'll receive an email notification from Kajabi letting you know it's time to submit the app for review and publication.

First, grant the Kajabi team admin access to the App Store Connect account so we can help ensure that the app submission goes as smoothly as possible.

**To give the Kajabi team access to the account:**

1. Click this link to open the **Users and Access** page in App Store Connect: [https://appstoreconnect.apple.com/access/users](https://appstoreconnect.apple.com/access/users)
   (If you're not logged into the account, you'll be prompted to log in).
2. Then, click the blue **+** sign to add a user:

<img alt="Add a New User.png" />

A popup modal will appear with a New User input form.

3. In the **First Name** field, input: **Vinay**
4. In the **Last Name** field, input: **Mysoor**
5. In the **Email** field, input: **[bma@kajabi.com](mailto:bma@kajabi.com)**
6. Under **Roles**, select the checkbox next to **Admin**
7. Click the **Invite** button:

<img alt="Complete New User Details.png" />

Repeat the process to add **[Agile.Server@oc-corpeng.com](mailto:Agile.Server@oc-corpeng.com)** as another admin user to the account.

You can now continue with the Branded App intake process.


# Create App Offers for a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-app-offers-for-your-branded-app

Enable Branded App members to purchase courses through in-app purchases.

**App Offers** enable Branded App members to make in-app purchases directly from their mobile devices. This page covers creating, editing, and managing App Offers, plus best practices for maximizing in-app sales.

## What is an App Offer?

An App Offer is the mechanism through which Branded App members can make in-app purchases. App Offers are different from Offers created for products on a Kajabi website and must be created separately from [website Offers](../../sales/offers/offers-overview).

### How will members experience App Offers?

App Offers will be featured on the app [home screen](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app). When a member clicks to open an App Offer, they'll see a custom title, description, and price information. They can then click the **Pay** button to purchase the course(s) included in the offer:

<img alt="Member Before copy.png" />

After clicking their device side button to confirm the purchase, the course(s) will appear in the member's course library:

<img alt="Member After copy.png" />

## Create an App Offer

<Note>
  **Note:**
  Before offering in-app purchases, you'll need to set up your banking and tax information with [Apple](/articles/mobile-apps/branded-app/how-to-set-up-your-banking-and-tax-info-with-apple) and [Google](/articles/mobile-apps/branded-app/how-to-set-up-a-merchant-account-for-google-in-app-purchases).
</Note>

**To create an App Offer:**

1. Select **Branded Mobile App** from your Kajabi dashboard.
   If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see the App Offers subpage in your app navigation menu.
2. Select **App Offers**.
3. If this is your first App Offer, click **Get started**.
   If you've created an offer before, click **+ New App Offer** at the top right:

<img alt="1 Create New App Offer.png" />

4. Next, enter an **Offer Title** to display on the offer.
5. Use the **Product(s) in this app offer** dropdown menu to select one or more products to include with the App Offer.
6. Only course and community products are available to select at this time.
7. Click **Save and continue**:

<img alt="how-to-create-app-offers-for-your-branded-app-google-docs.png" />

8. Choose to create either a **Free** or **Paid** offer.
9. Use the toggles to choose your app **platform(s)**.
10. If you create a Paid offer, input your **Payment frequency** and **Currency** settings.
    You can select **one-time payment** or **subscription** under frequency.
11. Enter the **Price** for the offer.

<Note>
  **Note:**
  If this is your first subscription iOS App Offer or first iOS App Offer in general, make sure to follow [these steps](/articles/mobile-apps/branded-app/how-to-create-your-first-paid-apple-app-offer-for-approval) to submit to Apple.
</Note>

If there are additional steps identified when trying to submit your offers to the respective app stores, you will see a window appear with the necessary information to finish the in-app offer submission. If the system encounters an error, you may be asked to start over and resubmit.

<img alt="IAP additional steps.png" />

<img alt="IAP error.png" />

### Add courses on the Branded App home screen

[Customize the Branded App home screen](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app) to display the courses available with the in-app offer.

Wait 10-15 minutes for Kajabi to automatically finish up the app build.

### What if this is a first paid iOS App Offer?

If this is your first paid App Offer for the iOS platform, you'll need to complete a one-time extra step in App Store Connect to [submit the first paid Apple App Offer for approval](/articles/mobile-apps/branded-app/how-to-create-your-first-paid-apple-app-offer-for-approval).

## Edit or remove an App Offer

Ready to change the details for an existing offer, or remove it entirely? No problem.

**To open an existing App Offer:**

1. Select **Branded Mobile App** from your Kajabi dashboard.
2. Select **App Offers**.
3. Then, click the **Title** of the offer you want to update:

<img alt="Open for Editing.png" />

### Edit App Offer details

On the **Details** page, update the offer Title, Description, Products, and/or thumbnail image as desired. Click **Save** to apply changes:

<img alt="how-to-create-app-offers-for-your-branded-app-google-docs (2).png" />

### Deactivate an App Offer

Deactivating an App Offer will remove it from the in-app purchase offers listed on the Branded App home screen. Members who've already purchased the offer will retain access to the attached course(s), but members who haven't purchased the offer will no longer see it.

In Kajabi Branded Mobile App settings, deactivated offers will appear under the **Deactivated** tab on the App Offers page:

<img alt="Deactivated Tab.png" />

To deactivate an offer, click to open the offer for editing, scroll to the bottom of the **Details** page and click **Deactivate App Offer**:

<img alt="Deactivate App Offer.png" />

### Delete an App Offer

To delete an App Offer from Kajabi Branded Mobile App settings entirely:

1. Navigate to **App Offers**.
2. Click the three dot menu to the right of the offer you wish to delete.
3. Select **Delete**:

<img alt="Delete Offer.png" />

## App Offer best practices

Here are a few tips for optimizing App Offers to encourage in-app purchases:

### Leverage the Branded App signup tag

When someone submits the app Sign Up form on the [welcome screen](/articles/mobile-apps/branded-app/how-to-set-up-a-branded-app-welcome-screen-where-new-users-can-create-an-account), the member will automatically be assigned a "Branded App signup" tag on their contact record in Kajabi. Use this tag to easily segment your mobile audience for App Offer promotions.

### Set up push notifications

Create [push notifications](/articles/mobile-apps/branded-app/how-to-create-branded-app-push-notifications) for app members highlighting App Offers. Segment the notifications to send them specifically to members, or strategically schedule them around course launch dates.

### Manage refunds

Refunds for purchases made in-app are different from refunds issued for purchases made through the website's checkout on Kajabi. In order for customers to request a refund for a purchase made in-app, they will need to go through Google or Apple.

[Learn to manage refunds for purchases made in a Branded App](/articles/mobile-apps/branded-app/managing-refunds-for-in-app-purchases).

### Utilize automations

Automations can assist with admin processes, such as automatically subscribing a customer to a welcome email sequence when they purchase an in app offer.

[Learn more about setting up automations in Kajabi.](../../marketing/automations/automations-overview)

<Warning>
  **Important:**
  In-App Purchase refunds are handled differently from traditional Kajabi offer refunds because of some nuanced rules with Apple and Google. **Specifically, when a refund occurs, the default behavior is that access to the content is immediately revoked.** If you would like to re-grant this offer to your customer, you are absolutely welcome to do so, but keep in mind that refunds can trigger without your knowledge by Google or Apple due to them being the arbiter of any and all refunds or disputes.
</Warning>

<Tip>
  **Tip:**
  Have questions about selling products on Apple and Google? See the [Selling FAQs](/articles/mobile-apps/branded-app/kajabi-branded-app-faqs).
</Tip>


# Create Branded App push notifications
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-branded-app-push-notifications

Send targeted push notifications to Branded App members to drive engagement.

**Push notifications** are messages that pop up on app users' device screens, linking to a specific app page or web URL when tapped. Use them to send timely updates, share announcements, and encourage engagement with courses directly on member devices.

## What are push notifications?

Push notifications are messages that pop up on app users' device screens. If a user clicks on the notification, it will open a specific app page or web URL:

<img alt="Push Notification Example.png" />

Sending app users push notifications is a great way to stay top-of-mind, share important announcements, advertise what's available in a Course, and more.

When you create a Branded App with Kajabi, you can send customers push notifications from the app whenever you like. Choose which segment of app users to notify, specify a date and time to send the notification, and select which page will open when someone clicks.

<Note>
  **Note:**
  Community Push Notifications are available. Check out [this article](../../products/community/how-to-customize-your-community-notifications) to learn how to set up community push notifications.
</Note>

## Push notification best practices

Here are some best practices to follow when sending push notifications to Course customers.

### Push notification length

The number of text characters visible in a push notification varies by device. That said, many readers won't hang around to read the max character count.

In most cases, push notification content should be very short and to the point (i.e. one concise sentence).

Example: "Just dropped: Course bonus material"

### Push notification content

The notification message should be relevant to all recipients and make clear what action they should take.

**Use push notifications to share this type of content:**

* Advertising the release of a Course Lesson
* Announcing an update to existing Course content
* Reminding about an upcoming Course activity or event
* Sharing a relevant and interesting fact or action tip
* Asking a thoughtful question related to a Course topic

**Avoid using push notifications for:**

* Sending messages that may be irrelevant for some customers
* Advertising something unrelated to the Course
* Spammy-sounding promotions

### Push notification timing

Sending push notifications is a great way to encourage customers to stay engaged with a Course. But you also don't want to overwhelm people with too many notifications or they might turn them off.

How often you should send notifications depends on your target audience and the reason. If you plan to send notifications at regular intervals, start with a few notifications per week, ask for customer feedback, and adjust as needed.

Also consider what time of day you send notifications. It's generally best to avoid sending anything out during nighttime hours for the majority of your customer base.

## Create a push notification

To create a push notification for Branded App members:

1. From your Kajabi dashboard, select **Marketing**.
2. Then, select **Push notifications**.
3. Click **+ New notification** at the top right of the page:

<img alt="Create New Notification.png" />

4. Choose to send the notification to **Everyone who allows notifications** or to a **Custom segment**.
5. If you choose to notify a custom segment of members, use the **Category**, **Conditional**, and **Value** dropdown menus to create one or more filters specifying who will receive the notification:

<div>
  <iframe />
</div>

6. Enter a notification **Title** up to 28 characters in length.
7. Then, enter **Message** content up to 150 characters in length:

<img alt="Title and Message.png" />

<Tip>
  **Tip:**
  Want to add emojis to push notifications to make them more eye-catching? Open the emoji picker on Mac using control + command + spacebar, or open the emoji picker on PC using Windows key + period key. Select the emoji and close the picker to add it to the notification.
</Tip>

8. Next, select which page to open when someone clicks on the notification: the product **Library** page, a **Course** page, or a custom **Web Address**.
9. If you choose Course or Web Address, a second input field will appear allowing you to specify the desired Course or URL:

<div>
  <iframe />
</div>

10. Finally, choose to either **Send now** or **Schedule a time** to send the notification.
    (Or, click **Save draft** at the top right of the page to return and finish later).
11. To send the notification now, click **Send Now** at the top right of the page.
12. To schedule the notification for a future time:
    * Select **Schedule a time**.
    * Click into the date/time field, select the desired send date and time from the calendar, and click **Apply**.
    * Click **Schedule** at the top right of the page:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  When a push notification is sent, it can take up to 10 minutes before it reaches devices as it needs to route through both Apple and Google's servers.
</Note>

## View and edit push notifications

Push notifications you've drafted, scheduled, or sent will appear on the Push notifications page (located under the Marketing tab). You can also view how many app users the notification was sent to, and how many times it was opened:

<img alt="View Notifications.png" />

Use the **Filter by status** and **Search push notifications** fields to locate and view specific notifications:

<img alt="Filter or Search.png" />

Notification statuses available in the filter menu include:

* Draft
* Scheduled
* Sent
* Sending
* Failed

Click the `…` icon to the far right of a notification to open the Editing Options menu:

<img alt="Edit a Notification.png" />

In the Editing Options, choose to:

* Edit, duplicate, or delete a notification in Draft status.
* Duplicate, unschedule, or delete a Scheduled notification.
* Duplicate or delete a Sent notification.
  (Deleting a notification that has already been sent will only delete the notification from the Push notifications page, it will not remove the notification from app users' devices.)

## FAQs

### Can I see which members have push notifications enabled?

No. Whether push notifications are turned on is a device-level setting each member controls in their phone's operating system settings. Kajabi has no visibility into it, and Apple and Google do not share that data. When you send a notification, you can target **Everyone who allows notifications**, but you cannot view or export a list of exactly who that includes.

### Can members turn their push notifications on or off?

Yes. Members manage push notifications in their device settings at any time. For details, see [Manage push notifications in the Kajabi Mobile App](/articles/mobile-apps/kajabi-app/can-users-enable-and-disable-push-notifications-from-the-kajabi-mobile-app).


# Create custom screens for a Branded Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app

Customize app screens with widgets to enhance navigation, showcase products, and engage members.

**Custom screens** let you shape every page of a Branded App — from a home dashboard to a product showcase. Customize screens with widgets to enhance navigation, highlight products, and engage members with tailored content.

## What screens can I create?

In a Branded App, screens function as individual pages that display content, guide users, or provide interactive features. By creating and customizing screens, you can enhance navigation, showcase products, and offer unique experiences tailored to your audience.

Here are just a few ideas to get you started:

* **Home Screen**: Use the app home screen to welcome members and visitors, highlight and recommend courses, provide valuable information about your business, and more.
* **Custom Product Offering Pages**: Showcase Products and Services in a custom page.
* **Introductions/About You**: Create a personalized custom page that highlights who you are and your mission.
* **Additional Resources**: Provide information and resources to assist customers as they engage with your business.

By leveraging custom screens, you can tailor the app experience to better serve your audience, improve engagement, and enhance usability.

## Add a screen

1. Select **Branded Mobile App** from your Kajabi dashboard.
   You should see your app Design settings if you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app).
2. Select the **Design** tab.
3. Click **Customize**.
4. Click **Screens** to view existing screens and create ones.
5. Select **+ New screen**.
6. Enter the title of the screen.
7. Select the icon to display for the screen.
8. Then, click **Save & Publish**:

<img alt="BMA multiple screens 1.jpg" />

<img alt="BMA multiple screens 2.jpg" />

The newly created screen will initially display an **Add Widgets** button to get you started with building out the custom screen.

## Create "other" screens

In addition to main screens, you can create "other" screens that serve as hidden or future-use pages within the Branded App. These screens can be used in a variety of ways, such as building out content that you plan to release later or creating dedicated spaces that aren't directly accessible through the app's main navigation.

To create an "other" screen, follow the same process as creating a screen, then move the screen under the **Other screens** section:

<img alt="BMA multiple screens 2.jpg" />

Here's how you can use "other" screens effectively:

1. **Create Hidden Landing Pages:** Build a landing page that's only accessible via a button link. Once the user clicks the button, they'll be directed to this screen, offering them a unique experience that isn't visible from the app's main navigation.

2. **Add Widgets to Other Screens:** You can customize these other screens with all the available widgets (like images or buttons). Use these screens to showcase specific promotions or custom offers, and point users to them via strategically placed buttons or actions.

3. **Utilize "Other" Screens as Lead Magnets:** Create screens that provide value, such as free previews or exclusive content, and direct users to them through button links or gallery widget actions. This approach allows you to capture leads or create engagement without making the content permanently visible in the app's navigation.

4. **Future Content Planning:** If you're preparing screens, you can start building the content on "other" screens now and then move them to the main navigation once you're ready to launch.

By using "other" screens strategically, you can expand the flexibility and functionality of the app, enabling you to test, plan, and offer customized content at your own pace while keeping the user experience smooth and engaging.

## Customize a screen

Once you've created a screen, customize it with widgets to enhance its functionality.

### Available screen widgets

**Product Widget**: Display featured courses, community access, or digital products.

**Button Widget**: Add call-to-action buttons that direct users to other screens, websites, or resources.

**Image Widget**: Upload visuals that can be static or linked to additional content.

**Gallery Widget**: Showcase multiple images in a slideshow or grid format.

**Text Widget**: Insert text sections for descriptions, welcome messages, or important announcements.

**Video Widget**: Embed videos with customizable preview images to engage users.

**Embed Widget**: Paste in any HTML code to display additional content.

<Note>
  **Note:**
  We recommend the following criteria for media content: Video resolution should not exceed 1280x720 px or 720x1280 px if vertical and image files should not exceed 2MB.
</Note>

### Edit screen content

To modify an existing screen:

1. Select the **Screen** you want to edit from the Screens tab.
2. Click **Add Widgets** to open the editor.
3. Add or adjust widgets by dragging and dropping them onto the screen layout.
4. Configure each widget by updating text, images, links, or videos as needed.
5. Click **Save & Publish** to make changes live in the app:

<img alt="BMA multiple screens 1.jpg" />

<img alt="BMA multiple screens 2.jpg" />

### Reorder and manage screens

#### Reorder screens

Drag and drop screens in the dashboard to adjust their order. This determines how they appear in the app's navigation:

<img alt="BMA multiple screens 1.jpg" />

#### Delete screens

Click the **X** icon next to a screen to remove it from the app:

<img alt="BMA multiple screens 1.jpg" />

## Customize navigation

Change the order of bottom navigation tabs, customize the navigation names and icons, and customize the screens displayed in the navigation tabs.

### Reorder navigation tabs

1. Select **Branded Mobile App** from your Kajabi dashboard.
   You should see your app Design settings if you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app).
2. Select the **Design** tab.
3. Click **Customize**.
4. Select the **Screens** tab from the top-left corner.
5. Then, under **Navigation Menu** drag and drop the screens that you want to be displayed in the bottom navigation tabs.
6. Click **Save & Publish** to make changes live in the app:

<img alt="BMA multiple screens 1.jpg" />

### Rename and customize navigation tab icons

1. Select **Branded Mobile App** from your Kajabi dashboard.
   You should see your app Design settings if you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app).
2. Select the **Design** tab.
3. Click **Customize**.
4. Select the **Screens** tab from the top-left corner.
5. Then, under **Navigation Menu** select the screen you want to customize.
6. On the right, you can enter a custom Tab Title and select the desired icon from Kajabi's icon library:

<img alt="BMA multiple screens 1.jpg" />


# Create a first paid Apple App Offer for approval
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-create-your-first-paid-apple-app-offer-for-approval

Submit a first paid Apple App Offer from a Branded Mobile App for Apple's review.

The first time you create a **paid App Offer** for the iOS version of a Branded App, you need to complete an extra step inside App Store Connect. The steps below cover setting up banking info, creating the offer, and submitting it for Apple's approval.

## Set up banking and tax info

Before creating in-app purchase offers in a Branded App, you will need to provide Banking and Tax information with Apple and Google.

Learn to [set up banking and tax info with Apple](/articles/mobile-apps/branded-app/how-to-set-up-your-banking-and-tax-info-with-apple) and [how to set up a merchant account for Google in-app purchases](/articles/mobile-apps/branded-app/how-to-set-up-a-merchant-account-for-google-in-app-purchases).

## Create the first paid in-app offer

After setting up banking and tax information, you can begin to create the first paid in-app offer. [Learn to create a paid in-app offer](/articles/mobile-apps/branded-app/how-to-create-app-offers-for-your-branded-app).

## Add courses on the Branded App home screen

[Customize the Branded App home screen](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app) to display the courses available with the in-app offer.

Wait 10-15 minutes for Kajabi to automatically finish up the app build before moving on to the next step.

## Submit the first paid Apple App Offer for approval

<div>
  <iframe />
</div>

The first time you create a paid [App Offer](/articles/mobile-apps/branded-app/how-to-create-app-offers-for-your-branded-app) for the iOS version of a Branded App, you'll need to complete an extra step inside App Store Connect. After that, you'll be able to conveniently create all additional App Offers from within Kajabi.

**To submit the first paid App Offer to Apple:**

1. Log into your [App Store Connect](https://appstoreconnect.apple.com/) account.
2. Click the blue **+** button at the top left to create a version of the app:

<img alt="Blue Plus Button.png" />

A modal popup will appear where you can enter the New Version number.

3. Enter the next number in the app version sequence. This can be any number, though we recommend numbering each version one increment higher than the last (example: 5.0.2).
4. Click **Create**:

<img alt="New Version.png" />

A version of the app will be created.

5. Next, scroll down to the **What's new in this version** field.
6. Enter a short description of what's new (example: bug fixes and optimizations):

<img alt="What's New.png" />

7. Scroll down the page to the **Build** section and click **Add Build**:

<img alt="Add Build.png" />

8. Select the latest build version from the popup modal (the latest build version will have the highest version number).
9. Click **Done**.
10. Scroll up and click **Save** at the top right of the page.
11. Click **Add for Review**.
12. Then, click **Submit to App Review** to submit the app for review.

## FAQs

### Why is the in-app purchase pending approval?

If you see the App Offer status listed as "Pending Submission" in Kajabi Branded App settings, this means that Apple has yet to approve the in-app purchase submission.

Apple reviews all first-time in-app purchase submissions to ensure that they comply with Apple's terms and conditions. This process usually takes a few days, and may take longer in some cases. Please check back in a few days for a status update.


# Customize widgets on Branded App screens
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-customize-widgets-on-your-branded-app-screens

Add and configure widgets including products, buttons, images, galleries, text, videos, and embed codes on Branded App screens.

**Widgets** let you customize Branded App screens with various content types including products, buttons, images, galleries, text, videos, and embed codes. This page covers adding, editing, and managing widgets on app screens.

## What is a screen?

The screens are like pages in a Branded App that members will see after they log into the app via the [welcome screen](/articles/mobile-apps/branded-app/how-to-set-up-a-branded-app-welcome-screen-where-new-users-can-create-an-account) or login screen (after viewing the [welcome carousel](/articles/mobile-apps/branded-app/how-to-add-an-onboarding-carousel-to-your-branded-app), if that feature has been added). If a member is already logged in, this will be the first thing they see when they reopen the app. You can learn more about custom screens [here](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app).

There are a variety of widgets you can use to customize these screens and enhance the experience of your customers.

## Add a widget to a screen section

To add a section to an app screen:

1. Select **Branded Mobile App** from your Kajabi dashboard.
   If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings.
2. Select the **Design** tab.
3. Click **Customize**:

<img alt="Design settings" />

4. Make sure that you are open to the **Widgets** editor and select the appropriate screen from the drop down:

<img alt="Widgets editor" />

### Available widgets

* **Product** widgets allow you to feature courses, coaching, product and community products members own, even if they are not included in an [app offer](/articles/mobile-apps/branded-app/how-to-create-app-offers-for-your-branded-app)
* **Button** can be used to link to pages, blog posts, or URLs
* **Image** can add further customization while also acting as a button that links to pages, blogs or URLs
* **Gallery** enables you to upload and display multiple images as a gallery
  * It is recommended that the uploaded image dimension matches the selected ratio. For example -1260x720 for 7:4, 1080x1080 for 1:1, and 720x960 for 3:4
* **Text** sections can be added throughout the home screen
* **Video** widgets allow you to add videos directly to the home screen with customizable cover images
* **Embed Code** widgets give you the opportunity to paste in any HTML code to display additional content

### Drag and drop widgets

<div>
  <iframe />
</div>

The widget editor will open on the page's right side, allowing you to further customize the widget's title, text, images, etc.

A carousel section will automatically rotate each image or course into view, while a horizontal scrolling section will allow app members to scroll through images or courses at their own pace.

For most of the widgets, you can toggle on or off the Section's title and select the desired alignment.

<Note>
  **Note:**
  The Product Widget can be used to display courses, coaching, podcast and community products. If a displayed product is not part of an app offer or is not owned by the member, then it will not appear on their screen.
</Note>

## Edit a screen section

Customize section titles and content for each widget added to a screen.

**To edit a widget on a screen:**

1. Select **Branded Mobile App** from your Kajabi dashboard.
   If you've fully completed your [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see your app Design settings.
2. Select the **Design** tab.
3. Click **Customize**:

<img alt="Design settings" />

4. Make sure that you are open to the **Widgets** editor and select the appropriate screen from the drop down:

<img alt="Widgets editor" />

5. Select the widget section that you wish to edit on the home screen:

<img alt="Select widget" />

Reorder images and products you've added to a widget by pressing and holding the **six dots to the left** of each in the widget editor, then dragging and dropping as desired:

<img alt="Reorder widgets" />

If you change your mind about including a widget, click the **x** icon to the right to remove it.

When you're done, click **Save & Publish** at the top right to publish screen updates to the live app.

### Reorder screen sections

Change the order of screen sections on a Branded App page.

To reorder screen sections, select the widget section that you wish to rearrange and click the up or down arrow to move to the desired location:

<div>
  <iframe />
</div>

### Delete a screen section

To delete a screen section, select the widget section that you wish to delete and click the trash icon:

<img alt="Delete widget" />


# Customize a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-customize-your-branded-app

Design a Branded App with customizable onboarding, welcome screens, widgets, and more.

<div>
  <iframe />
</div>

With Kajabi, you can design your **Branded App** directly from your Kajabi account by utilizing the Design tab. Create a seamless, branded experience for your mobile users with customizable onboarding, welcome screens, widgets, and more.

## Branded App design

With Kajabi, you can design your app directly from your Kajabi account by utilizing the Design tab.

### Customize the Branded App

1. Open the **Branded App** tab from the Dashboard.
2. Click **Design**.
3. Select **Customize**:

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder.png" />

## Branded App customizations

Create a seamless, branded experience for your mobile users.

Customize the Onboarding and Welcome experiences, add custom links, and add Product widgets to the Branded App.

### Onboarding

Create a welcome carousel for customers. When they first open the app, they can view a carousel of images to onboard them to the app. [Learn more](/articles/mobile-apps/branded-app/how-to-add-an-onboarding-carousel-to-your-branded-app).

<img alt="Welcome Carousel copy.png" />

### Welcome

Customize the welcome screen with your own branding and enable users to create a member account directly from the welcome screen. [Learn more](/articles/mobile-apps/branded-app/how-to-set-up-a-branded-app-welcome-screen-where-new-users-can-create-an-account).

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder.png" />

### Custom links

Add a floating action button to the Branded App to include a menu of custom page links. [Learn more](/articles/mobile-apps/branded-app/how-to-add-custom-links-to-your-branded-app).

<img alt="Clicked FAB copy.png" />

### Widgets

Add widgets to the Home screen to enhance the customer experience with the app. [Learn more](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app).

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder.png" />


# Edit app store listings
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-edit-your-app-store-listings

Update app name, description, icon, screenshots, keywords, and more on the Apple App Store and Google Play Store.

The **app store listing** is the digital front door for a Branded App. Update what your audience sees when they search for the app on the Apple App Store and Google Play Store.

## What you can edit on app store listings

The app listing in the Apple App Store and Google Play Store is prime real estate—it's where first impressions happen.

For app store pages, you are able to edit:

* **App name & description**
* **App icon & logo**
* **Screenshots**
* **Categorization, Metadata, & Keywords (Apple only)**
* **Support, terms, and privacy links**
* **Localization**
* **App Developer Name**

## App name & description

**What the app name is**: The name of the app as it appears in the store and on users' devices.
**Best practice**: Keep it short, brand-relevant, and recognizable (e.g., *"The Yoga Studio by Jane Doe"*).

Apple limits app names to 30 characters. Google allows up to 50.

**What the app description is**: The overview of what the app offers, shown to potential users in both stores.
**Best practice**: Speak directly to your ideal audience. Highlight transformation, benefits, and what they'll unlock by downloading the app. Use short paragraphs, bullets, and a motivating tone. [Learn How to Write an App Store Description for Your Branded Mobile App](/articles/mobile-apps/branded-app/how-to-write-and-update-your-app-store-description-for-your-branded-mobile-app)

**Apple**: Only shows the first few lines unless the user expands it—make them count.
**Google**: Includes a short (80-character) *"Short Description"* plus a full-length version.

**For Apple (iOS)** you can update the app name and description with this article: [How to Update your Brand Assets](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links). Apple typically reviews app changes in 24-48 hours.

**For Google (Android)** you can simply login to [Google Play Console](https://play.google.com/console), click on the app, navigate to **Grow Users**, click on **Store Presence**, click on **Store Listings**, and edit the **Default Store Listing** to change the app name and description.

Once you've made updates, you can click save and send the change for review. Google typically reviews changes in 24-48 hours.

## App icon & logo

**What it is**: The icon is the image that appears on the user's phone and in the app store listing. The logo is what shows inside of the app.
**Best practice**: Keep it simple, high contrast, and readable at small sizes. Often, your logo (or an abstract element of it) works best.

You can update the app icon and logo with this article: [How to Update your Brand Assets](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links)

## Screenshots

**What it is**: Visual previews of the app's experience—these are front and center in the listing.
**Best practice**: Use clean, branded screenshots that show real in-app features like:

* Welcome screen or homepage
* Course library or lesson view
* Community or discussion areas
* Coaching features (e.g., calendar, check-ins)

Use captions on screenshots to guide the viewer and reinforce value.

You can update screenshots with this article: [How to Update Your Branded App Screenshots](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-screenshots)

## Categorization, metadata, and keywords

**What it is**: Metadata that helps the app appear in search results in the App Store.
**Best practice**: Think like your audience—what terms would they search to find an app like yours? Use relevant keywords, separated by commas (no spaces), and avoid duplicates.

* **Primary & Secondary Category**: Helps with store discoverability (e.g., Education, Health & Fitness)
* **Keywords (Apple only)**: Search terms to help the app appear in App Store search results. Example: fitness,workouts,home yoga,coaching,wellness
* **Tags (Google Play)**: Help with app classification

### For Apple (iOS)

1. **Log in to App Store Connect**
   Go to [https://appstoreconnect.apple.com](https://appstoreconnect.apple.com) and sign in with your Apple Developer account.

2. **Select the app**
   From the **My Apps** dashboard, click on the app.

3. **Choose or create a new version**
   * Under the **App Store** tab, click on the app version currently in **Prepare for Submission** (or create a new version if you're updating).
   * If no version is available for editing, you'll need to click the blue **+** button to create one. Type in the next version number up from the current live version number.

4. **Scroll to the Keywords section**
   In the version details, find the **Keywords** field.

5. **Edit the keywords**

### For Google (Android)

1. **Log in to Google Play Console**
   Go to [https://play.google.com/console](https://play.google.com/console) and sign in with the developer account.

2. **Select the app**
   On the dashboard, click the app you want to update.

3. **Navigate to Store Settings**
   In the left-hand menu, go to:
   Grow > Store Presence > Main Store Listing

4. **Edit metadata fields**
   Update any of the following fields:
   * **App Name** (max 30 characters): The title shown on the app's store listing.
   * **Short Description** (max 80 characters): A quick value-packed summary that appears in search results.
   * **Full Description** (max 4,000 characters): A more detailed overview of the app's features, benefits, and unique value.
   * **Graphic Assets** (scroll down): Add or update screenshots, promo video links (YouTube), and the app icon.

5. **Save and submit**
   Click **Save** at the top-right.
   Then go to **Publishing overview** to submit changes for review (if required).

<Tip>
  **Tip:**

  * Use keywords naturally in the **Full Description**—Google Play uses this content to power search rankings.
  * Keep the **Short Description** benefit-focused: What transformation will the app help users achieve?
  * Regularly update metadata to reflect features or seasonal offerings.
</Tip>

## Support, terms & privacy info

You can update links with this article: [How to Update your Brand Assets or Terms and Privacy Links](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links)

## Localization (Optional)

**Localization** means adapting the app's listing to different **languages and regions**, so people around the world can find, understand, and engage with the app—**in their native language**.

This includes:

* Translated **app name**
* Custom **screenshots**
* Region-specific **descriptions** and **keywords**
* Localized **date, time, number, and currency formats** (in-app)

Apps with localized listings often get **significantly higher downloads** in non-English-speaking markets.

### Edit localization

#### For Apple (iOS)

1. **Log in to App Store Connect** → [https://appstoreconnect.apple.com](https://appstoreconnect.apple.com)
2. Select **My Apps** > Click on the app
3. Under **App Information**, click **+ Add Localization**
4. Choose a language (e.g., Spanish, French, Japanese)
5. Enter localized versions of:
   * **App name**
   * **Subtitle**
   * **Keywords**
   * **Description**
   * **Promotional Text**
6. Upload **localized screenshots** (optional but impactful)
7. Click **Save** and repeat for each language you'd like to support

#### For Google (Android)

1. **Log in to Google Play Console** → [https://play.google.com/console](https://play.google.com/console)
2. Select the app
3. Navigate to **Store Presence > Main Store Listing**
4. On the top right, click **Add translations**
5. Choose from:
   * **Machine translation (free)**
   * **Professional translation (paid via Google partner)**

## Update the app developer name

Below are the exact steps for updating the **Developer Name** in both the **App Store (Apple)** and **Google Play Console (Android)**.

### For Apple (iOS)

<Important>
  **Important:**
  Apple does *not* allow you to edit the developer name in App Store Connect directly. It's tied to the **Apple Developer account name**.
</Important>

1. **Check the account type**
   * If you have an **Individual account**, the **personal name** will appear as the developer name.
   * If you want a **business name** to display, you must have an **Organization Account**.

2. **Contact Apple Support**
   If you're switching from an individual to an organization account, contact Apple Support to help migrate the app(s):
   [Contact Apple Developer Support](https://developer.apple.com/contact/)

Once approved, the **organization name** will appear as the developer on the App Store.

### For Google (Android)

1. **Login to Google Play Console**
   [https://play.google.com/console](https://play.google.com/console)

2. **Open Developer Account settings**
   In the left menu, click:
   Developer Account > Account Details

3. **Edit Developer Name**
   * Find the **Developer Name** field
   * Enter the updated name (business, brand, or personal—your choice)

4. **Save changes**
   Click **Save** at the bottom of the screen.

The developer name will appear on the app's store listing shortly after you save.


# Publish a Branded App to the Apple App Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-apple-app-store

Submit the iOS version of a Kajabi Branded App to the Apple App Store for review and publication.

Once the **Branded App** is built, you'll receive an email notification from Kajabi letting you know it's time to submit the app for review and publication. The steps below cover adding Kajabi as an admin, verifying reviewer notes, attaching the build file, and submitting the app.

## Add Kajabi as an account admin

First, grant the Kajabi team admin access to the App Store Connect account so we can help ensure that the app submission goes as smoothly as possible.

**To give the Kajabi team access to the account:**

1. Click this link to open the **Users and Access** page in App Store Connect: [https://appstoreconnect.apple.com/access/users](https://appstoreconnect.apple.com/access/users)
   (If you're not logged into the account, you'll be prompted to log in).
2. Click the blue **+** sign to add a user:

<img alt="Add a New User.png" />

A popup modal will appear with a New User input form.

1. In the **First Name** field, input: **Patrick**
2. In the **Last Name** field, input: **MacDowell**
3. In the **Email** field, input: **[Agile.Server@oc-corpeng.com](mailto:Agile.Server@oc-corpeng.com)**
4. Under **Roles**, select the checkbox next to **Admin**
5. Click the **Invite** button:

<img alt="Complete New User Details.png" />

## Verify reviewer notes

Next, check and confirm that you've already added notes for the app reviewers to help the app pass the review process. If you've not yet completed this step, follow the guide on [How to Add App Reviewer Notes for Apple](https://help.kajabi.com/hc/en-us/articles/18200683097755) and return here when you've finished adding the notes.

**To verify reviewer notes:**

1. Go to the main dashboard of the [App Store Connect](https://appstoreconnect.apple.com/) account.
2. Click the **My Apps** icon:

<img alt="1" />

3. Click the Branded App icon to open the app details:

<img alt="2" />

4. Scroll down to the **App Review Information** section.
5. Confirm that you've added the notes you were given by Kajabi during the intake process to the **Notes** input field:

<img alt="Add Reviewer Notes.png" />

If you've already added the notes, continue on to the next section. If the Notes box is empty, follow the guide on [How to Add App Reviewer Notes for Apple](https://help.kajabi.com/hc/en-us/articles/18200683097755) and return here when you've finished adding the notes.

## Attach the app build file

After adding reviewer notes, attach the app build file to the app submission.

**To attach the build file:**

1. Scroll up to the **Build** section.
2. If you don't immediately see an **Add Build** button, click to expand the section.
3. Click **Add Build**:

<img alt="Build Step 1.png" />

A popup modal will appear displaying a list of app build files.

4. Select the build file with the largest build number and click **Done**.
   (The largest build number should be the first one in the list. It may be a different number than 17.):

<img alt="Build Step 3.png" />

The app build file will now appear in the **Build** section of the dashboard:

<img alt="Build Step 4.png" />

## Submit the app

Once the build file is attached, you can submit the app to the App Store for review.

**To submit the app to the App Store:**

1. Scroll up to the top of the page.
2. Click **Save** at the top right.
3. Click **Add for Review**:

<img alt="3 - Save and Add For Review updated.png" />

4. Click **Submit to App Review** at the top right:

<img alt="4" />

When Apple approves the app, you'll receive an email confirming that the app has been approved and published to the App Store.

### What if the app isn't approved?

If you receive a rejection notice instead of an approval, the Kajabi team will review the issue. The expert team at Kajabi will determine what action is needed to correct the problem. [Click here to submit our help request form](https://help.kajabi.com/hc/en-us/requests/new?ticket_form_id=17085198502555) and we'll be in touch.


# Publish a Branded App to the closed testing track in Google Play Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-closed-testing-track-in-the-google-play-store

Test the Android version of a Branded App by publishing it to the closed testing track.

Google requires personal developer accounts created after November 2023 to complete **closed testing** before publishing to production. Create a closed test with at least 12 testers for at least 14 days to gain production access.

## Why do I need to create a closed test?

Since December 11, 2024, [Google updated their rules and regulations](https://support.google.com/googleplay/android-developer/answer/14151465#overview) to require anyone with a newly created personal developer account to run a closed app test with at least 12 testers who've been opted-in for at least 14 days in order to gain production access to publish an app to the Google Play Store.

This means you'll need to create a closed test in Google Play if you created your personal Google Developer account after November 1, 2023, or if you see an error message that "you don't have access to production yet" when trying to publish your app into production:

<img alt="Production access error" />

## Create a closed test

To release the app to a closed test, first upload the application file (.aab file) to the Google Play Store.

**To upload the AAB file:**

1. Log into the [Play Console](https://play.google.com/console/u/developers) and select the app you want to work on:

<img alt="2 log into Play Console.png" />

<img alt="3 select app.png" />

2. Once you've loaded the specific app, navigate to the **Release** section in the left dashboard menu.
3. From the menu options under **Testing**, select **Closed testing**:

<img alt="Closed testing menu" />

4. On the closed testing page, click the dark blue button at the top right labeled either **Manage track** or **Create track**:

<img alt="5 manage or create track.png" />

5. Select the **Testers** tab:

<img alt="6 testers tab.png" />

6. Add the name and email address of at least 12 people who will test the app before it goes live (i.e. yourself, members of your team, etc.):

In order to be approved for the Play Store and production, you will need at least 12 beta testers to opt-in and download the app. It is highly recommended to add 15–20 testers as a good buffer in case testers opt out.

7. Scroll down and click **Copy link** to copy the testing link and keep it handy:

<img alt="8 copy testing link.png" />

8. At the top right corner of the page, select **Create New Release** (if there is already a release in progress, the button text will say **Edit Release** instead).
9. Navigate to the **App bundles** section.

### Adding the build - Option 1

If you've previously uploaded the AAB file, or if Kajabi has successfully sent the build to the Store automatically:

1. Click the **Add from library** link:

<img alt="9 add from library.png" />

2. Choose the **newest** build that was uploaded. (The newest build will have the highest version code):

<img alt="10 newest app build.png" />

Once the build file is added, continue on to add release notes.

### Add the build - Option 2

If the build wasn't automatically uploaded, follow these steps to do it manually.

1. If you haven't downloaded the AAB file yet, follow [these instructions](/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-google-play-store) to download it. If you already have the AAB file, move on to the next step.
2. Drag and drop the downloaded AAB file onto the box that says **Drop app bundles here to upload**. Or, click **Upload** and select the AAB file:

<img alt="11 drop bundle here.png" />

It may take a few minutes for the AAB file to upload. Once the file is uploaded, continue on to add release notes.

### Add release notes

Once you've completed either Option 1 or Option 2 and added the AAB file:

1. Scroll down to **Release details** and confirm that you see two input fields, **Release name** and **Release notes**:

<img alt="12 release details.png" />

2. A **Release name** will populate automatically after the AAB file upload completes. You can update it if desired.
3. Add any **Release notes** you'd like to share with app users. We recommend keeping initial release notes simple, such as "Welcome to the app."

<Note>
  **Note:** Don't mention anything about users purchasing content in the Release notes section.
</Note>

If you'd like to support multiple languages in release notes, include the [language reference codes](https://support.google.com/googleplay/android-developer/table/4419860?hl=en) for those languages. Here's an example of using language reference codes for multiple languages:

<img alt="13 release notes.png" />

4. After entering Release notes, click **Next** at the lower right.
5. Click **Save**.

You can now access the closed testing app at the testing link you copied above.

Once the app has been downloaded and opted into by [at least 12 people for at least 14 days](https://support.google.com/googleplay/android-developer/answer/14151465#overview\&zippy=%2Csummary-of-testing-requirements-per-track), you can apply for production access.

## Android app submission process

The steps below walk you through submitting the Android app for approval and publishing it.

### Submit the app for approval

1. **Log in to the developer account:** Go to the Google Play Console. Sign in with the Google Developer account credentials.
2. **Select the app:** Click on the name of the developer account. Select the app from the list (e.g., "Kajabi Branded App").
3. **Initiate production submission:** On the dashboard, find the option to apply the app for production:

<img alt="android-submission-process-google-docs.png" />

4. **Complete the Closed Beta Questionnaire:** You will be redirected to Google's Closed Beta Questionnaire. **Answers can be updated if necessary based on your business needs.**

<Note>
  **Note:** We recommend following the response guide provided via email from [bma.support@kajabi.com](mailto:bma.support@kajabi.com). If you have not received a guide or need help with these responses, please reach out to us.
</Note>

5. **Await review and response:** After submitting the Closed Beta Questionnaire, the app will undergo another review by Google. Google will either approve and publish the app or request additional information. If further questions arise, the Kajabi Branded App team will handle them.

By following these steps, you'll ensure that the app is properly submitted for review and publication on the Google Play Store.

## Publishing the production app

To publish the app once the production app has been approved:

1. Log into the [Google Play Console](https://play.google.com/console/u/developers).
2. In the left dashboard menu, navigate to the **Release** section.
3. From the menu options under **Testing**, select **Closed testing**. (Or, if you used a different Testing option, such as **Internal testing**, select that option.)
4. At the middle of the page, click **Promote Release**.
5. Select **Production**:

<img alt="14 production release.png" />

You'll be directed to a **Production** page with the app file already copied over:

<img alt="Production page" />

6. Fill out release notes in the **Release details** section like you did above.
7. Click **Next** at the lower right.
8. On the next page, confirm that there are no [errors](/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-google-play-store).
9. Click **Save** at the lower right.

Finally, you'll see a popup asking if you want to navigate to the **Publishing overview**:

10. Click **Go to overview**.
11. Click **Send changes for review** to submit the app.


# Publish a Branded App to the Google Play Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-google-play-store

Download the AAB file, upload it to Google Play Console, and submit a Branded App for review.

After completing the **Branded App** onboarding process and setting up the Google Play Console developer account, a few final steps are needed to publish the app to the Google Play Store. The steps below cover downloading the AAB file, uploading it to Google Play, and submitting the app for review.

## Publishing an AAB file

You'll first download an AAB (Android App Bundle) file from the Kajabi account. This file contains the code for the Android app.

Next you'll add the Kajabi team as a Google Play account admin, upload the AAB file to the Google Play Console, and publish the app to the Play Store. Once the app is published, customers will be able to download it onto their mobile devices (they'll only need to download the app once to receive all future updates).

## Download the AAB file from Kajabi

When the Kajabi team finishes building the app, the app code will be packaged into an AAB (Android App Bundle) file which you can download from the settings.

**To download the AAB file:**

1. Log into the [Kajabi account](https://app.kajabi.com/).
2. Click the **Settings** tab at the lower left of the dashboard.
3. Select **Branded Mobile App Settings**.
4. Navigate to the Android section and click **Download AAB file**.
   The AAB file will download to your computer locally:

<img alt="Branded App Settings.png" />

## Add Kajabi as a Google Play account admin

Next, grant the Kajabi team admin access to the Google Play Console and enable email notifications so we can help ensure that the app submission goes as smoothly as possible.

1. Log into the [Google Play Console](https://play.google.com/console) and make sure you're not clicked into a specific app.
2. Click on **Users and permissions** in the menu at the left of the screen.
3. Click the blue **Invite new users** button:

<img alt="Invite New Users.png" />

4. In the **Email address** field, input: **[Creative.Coder@oc-corpeng.com](mailto:Creative.Coder@oc-corpeng.com)**
5. Select the **Admin** checkbox under **Account permissions**.
6. Click **Invite User**:

<img alt="Invite Kajabi as Admin revised.png" />

## Upload the AAB file to Google Play

After downloading the AAB file, upload it to the Google Play Console.

### Production access error

Before proceeding with the steps below, please note that if you created a personal Google Developer account after 12/1/23, you'll likely see an error message that "you don't have access to production yet" if you try to publish the app into production without first releasing it for closed testing:

<img alt="1 access error.png" />

If you encounter this error, [follow the steps to publish the app to the closed testing track next](/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-closed-testing-track-in-the-google-play-store).

**To upload the AAB file:**

1. In the Google Play Console, select the app you want to publish:

<img alt="All Apps.png" />

<img alt="Branded App to Select.png" />

2. Once you've loaded the specific app, navigate to the **Release** section in the left dashboard menu.
3. From the Release menu options, select **Production**.
4. At the top right corner of the page, select **Create new release**:

<img alt="Create New Production Release.png" />

5. Navigate to the **App bundles** section.
6. Drag and drop the downloaded AAB file onto the box that says "Drop app bundles here to upload."
   Or, click **Upload** and select the AAB file:

<img alt="Drop App Bundles Here.png" />

It may take a few minutes for the AAB file to upload.

7. Once the AAB file uploads, scroll down to **Release details** and confirm that you see two input fields, **Release name** and **Release notes**:

### Advertising ID error

You may see an error message about an advertising ID:

*"Your app targets Android 13 (API 33) or above. You must declare the use of advertising ID in Play Console."*

**To resolve an advertising ID error:**

1. Click **Complete declaration** just below the error message:

<img alt="Advertising ID Error.png" />

2. On the next page, navigate to "Does your app use advertising ID?"
3. Select **No**:

<img alt="No Ad ID copy.png" />

4. Click **Save** at the lower right.
5. Press the **back arrow** at the top left to return to the prior page.
6. Click **Next**.

### Debug Symbols warning

You may also see a warning that the App Bundle contains native code and it's recommended that you upload debug symbols. It's ok to simply ignore this warning:

<img alt="Debug Symbols Warning.png" />

7. Click **Save**.

You'll see a popup asking if you want to navigate to the **Publishing overview**:

<img alt="Go to Overview.png" />

8. Click **Go to overview**.
   (If you accidentally click "Not now" or don't see the popup, you can easily get to the Publishing overview page on the left menu near the top.):

## Publish the app to Google Play

Now that you've created a production release, it's time to send it for app review.

**To submit the app:**

1. First, get to the **Publishing overview page** using one of the options described at the end of the previous section:

<img alt="Publishing Overview Page.png" />

On the right side of the page, you'll see a button with the text **Send *x* changes for review**.

2. Confirm that you don't have any errors.
3. Click **Send *x* changes for review**. There may be multiple changes even if you're doing the initial launch because Google reviews multiple things. For example, the privacy policy page, and verifying they can successfully log into the app:

<img alt="Send Changes For Review.png" />

4. When prompted, confirm the submission.

The app has been submitted to the Google Play Store for review.

You'll receive an email notification when the app is approved, and it will be published to the general public shortly after. Please note that if you enable *Managed Publishing*, you'll need to manually release the app once it's approved.

### What if the app isn't approved?

If you receive a rejection notice instead of an approval, the Kajabi team will review the issue. The expert team at Kajabi will determine what action is needed to correct the problem. Email us at [bma.support@kajabi.com](mailto:bma.support@kajabi.com) and we'll be in touch.

## Troubleshooting

If you see a message about an advertising ID error, follow the steps above.

### Invalid Data Safety Form

If you receive an email that indicates, "Data safety section in Google Play User Data policy: Invalid Data safety form", it likely means that a step was missed during the intake process.

In this case, follow the steps outlined [here](/articles/mobile-apps/branded-app/what-to-select-for-branded-app-data-types-and-data-safety-for-google-play-store) to complete the data safety form. Make sure to get all the way to the end and press **Save** before moving on.

### Version Code Has Already Been Used

While trying to upload the app, you may see this error: "Version code *X* has already been used. Try another version code."

If you see this, there are 3 actions you can take to resolve it:

1. First, when you are creating a build in the **Production** tab:

<img alt="Version Code 1a.png" />

Make sure to select "Add from library" and choose the **highest build number** as your option.

For example, in the image below, the highest build number is **38**:

<img alt="Version Code 1b.png" />

2. Make sure you only have **1** build listed. If you see more than 1 build, delete all but the highest number (i.e. the most recent) build:

<img alt="Version Code 2.png" />

3. If you don't see any options in the library, you can also download the AAB file directly from the Branded App Settings page and upload it by selecting the **Upload** button.

<Note>
  **Note:**
  If none of those actions work and you are still seeing the same issue, please reach out to our support team and ask us to generate a build for you so that the next app will have a higher version number.
</Note>

### No Countries Or Regions Have Been Selected

When going through the app release process, you may encounter this error:

*"No countries or regions have been selected for this track. Add at least 1 country or region to roll out this release."*

<img alt="No Countries Error.png" />

**To resolve a 'no countries or regions' error:**

1. In the left menu, select the type of release you are setting up:

<img alt="Production Release.png" />

**Production** means the app is going to the Store for the entire world to see.

**Open testing** means the app is going to the Store for the entire world to see but it will have a "beta" label on it. This is used by companies that want to have an open beta.

**Closed testing** means that you invite specific people to test the app and you control who has access to it.

**Internal testing** means the app is still in the initial testing phase and only you (and/or select members of the team) are testing it to make sure it works properly.

After selecting the release type, you'll see this window pop up:

<img alt="Add Countries.png" />

2. Click **Add countries / regions.**
   You'll see a full list of countries in which the Play Store operates.
3. Select the country or countries where you want the app to be available.

## Want to test the app first?

In order to test the app before submitting it for review to the Play Store, you'll need to utilize the different testing tracks.

**To upload the AAB file:**

Log into the [Play Console](https://play.google.com/console/u/developers) and select the app you want to work on:

<img alt="All Apps.png" />

<img alt="Branded App to Select.png" />

1. Once you've loaded the specific app, navigate to the **Release** section in the left dashboard menu.
2. From the menu options under **Testing**, select **Internal testing**:

<img alt="Internal Testing.png" />

3. Select the **Testers** tab.
4. Add the name and email address of anyone who will test the app before it goes live (i.e. yourself, a member of your team, etc.):

<img alt="Testers.png" />

5. Scroll down and click **Copy link** to copy the testing link and keep it handy:

<img alt="Copy Link.png" />

6. At the top right corner of the page, select **Create New Release.**
7. Navigate to the **App bundles** section.

### Option 2

If you've already uploaded the AAB file previously and Kajabi has successfully sent the build to the Store:

1. Click the **Add from library** link:

<img alt="Add From Library.png" />

2. Choose the **newest** build that was uploaded.
   (The newest build will have the highest version code.):

<img alt="Add App Bundle From Library.png" />

### AAB file is added

Once you've completed either Option 1 or Option 2 and added the AAB file:

1. Scroll down to **Release details** and confirm that you see two input fields, **Release name** and **Release notes**:

<img alt="Release Name and Notes.png" />

2. A **Release name** will populate automatically after the AAB file upload completes. You can update it if desired.
3. Add any **Release notes** you'd like to share with app users. We recommend keeping initial release notes simple, such as any functionality or features being added or upcoming milestone updates for your products. *Don't mention anything about users purchasing content in the Release notes section*.

If you'd like to support multiple languages in release notes, include the [language reference codes](https://support.google.com/googleplay/android-developer/table/4419860?hl=en) for those languages. Here's an example of using language reference codes for multiple languages:

<img alt="Spanish Release Notes.png" />

4. After entering Release notes, click **Next** at the lower right.
5. Click **Save**.

You can now access the internal testing site at the testing link you copied above.

Once you've finished testing the app, follow these steps to release it to a live audience on the Google Play Store.

**To publish the app:**

1. Log into the [Google Play Console](https://play.google.com/console/u/developers).
2. In the left dashboard menu, navigate to the **Release** section.
3. From the menu options under **Testing**, select **Internal testing**.
   (Or, if you chose a different Testing option, select that option.)
4. At the middle of the page, click **Promote Release**.
5. Select **Production**:

<img alt="Promote Release.png" />

You'll be directed to a **Production** page with the app file already copied over:

<img alt="Production Release Created.png" />

6. Fill out release notes in the **Release details** section like you did above.
7. Click **Next** at the lower right.
8. On the next page, confirm that there are no errors.
9. Click **Save** at the lower right.


# Redirect users to download an app from the app store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-redirect-users-to-download-your-app-from-the-app-store

Add device-based app store redirection to a Kajabi Landing Page.

Create a **Landing Page** that automatically detects the visitor's device and redirects them to the appropriate app store. This ensures iOS users go to the Apple App Store, Android users go to Google Play, and desktop users are directed to a fallback page.

## Create a Landing Page

1. Log into the Kajabi Dashboard.
2. Navigate to **Website**.
3. Then, **Landing Pages**.
4. Click **New Landing Page**:

<img alt="Kajabi_-__admin_sites_135263_landing_pages.png" />

5. Select a template (a simple/blank template works best for redirect pages).
6. Name the page and click **Create**.

## Design the Landing Page

Tips for designing the Landing Page:

1. Keep the design minimal since users will be redirected quickly.
2. Add a simple heading (e.g., "Welcome")
3. Add a short message (e.g., "Preparing to redirect you to the appropriate destination...")

[Learn more about creating pages](../../website/pages/pages-explained).

## Add the redirect code

After designing the Landing Page, you will need to add the redirect code:

1. Click the **Settings** tab in the sidebar editor.
2. Select **Custom Code**:

<img alt="Kajabi_-__admin_themes_2155770095_settings_edit.png" />

3. Locate the **Custom Javascript** section:

<img alt="Kajabi_-__admin_themes_2155770095_settings_edit.png" />

4. Copy and paste the following code block and replace the URLs with your own:

```javascript theme={null}
// Wait for the page to load
document.addEventListener('DOMContentLoaded', function() {
    // Detect device
    const userAgent = navigator.userAgent || navigator.vendor || window.opera;
    
    // Set up the redirects
    if (/iPhone|iPad|iPod/i.test(userAgent) && !window.MSStream) {
        // iOS device
        window.location.href = "https://apps.apple.com/gb/app/kajabi-branded-app/id6502643192";
    } else if (/android/i.test(userAgent)) {
        // Android device
        window.location.href = "https://play.google.com/store/apps/details?id=com.kj2148083404.app&hl=en_US";
    } else {
        // Desktop or other devices
        window.location.href = "https://kajabi.com/features/branded-app";
    }
});
```

<Note>
  **Note:**
  The example code above is built into this landing page and has the working code above, check it out [here](https://kajabibrandedapp.mykajabi.com/redirect-5979a06e-1d76-42e8-ba7c-ad16d826d3e5).
</Note>

## Save and publish

1. Click **Save** to keep and apply the changes.
2. Click **Publish** to make the page live.

Now, this Landing Page link could be used behind a call to action like "Download my app" and it will redirect to the appropriate app store for app downloads.


# Set up a Branded App welcome screen
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-set-up-a-branded-app-welcome-screen-where-new-users-can-create-an-account

Customize a welcome screen where app users can create a member account or log in.

The **welcome screen** is the first thing users see when they open the app. Customize it with your branding and enable account creation to grow your audience directly from the Branded App.

## What is the welcome screen?

The app welcome screen is the first screen an app user will see after they download and open the app. It provides users with the option to either sign up for a member account or log into an existing account.

Enhance the Branded App user experience and grow your audience by customizing the welcome screen with your own branding and enabling users to create a member account directly from the welcome screen.

<Note>
  **Note:**
  The welcome screen feature is disabled by default. If you choose not to set up a welcome screen for the Branded App, then only existing members will be able to log into the app (they'll see the default login screen instead).
</Note>

## Set up the welcome screen

<Note>
  **Note:**
  The **Sign Up** button on the welcome screen will only be enabled if you've added at least one widget to the custom home screen. This prevents people who sign up for the app from seeing an empty state in the app. To remove the **Sign Up** button, you must remove all widgets from the home screen. [Learn how to customize the Branded App home screen](/articles/mobile-apps/branded-app/how-to-create-custom-screens-for-your-branded-mobile-app).
</Note>

To enable and customize the app welcome screen:

1. Select **Branded Mobile App** from the Kajabi dashboard.
   If you've fully completed the [app setup](/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app), you should see the app Design settings.
2. Select the **Design** tab.
3. Click **Customize**:

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder.png" />

4. Open the **phone icon**:

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder.png" />

5. Navigate to **System Screens**.
6. Select **Welcome**:

<img alt="Kajabi_-__admin_sites_2_branded_mobile_app_app_builder_build_onboardingScreen.png" />

The Welcome screen editor will open on the right side of the page:

7. Enter a **Title** and **Subtitle** to display on the welcome screen.
8. Under **Background Image**, click **Select file**.
9. Follow the prompts to upload the desired Background image.
   We recommend using an image file size of 1284 x 2778 px (3 MB max file size).
10. Review the changes on the preview.

## FAQs

### What happens when a user taps the "Sign Up" button?

After tapping the Sign Up button, the user will be presented with a form to enter their name, email and password in order to create a member account. Upon form submission, the member will automatically be assigned a "Branded App signup" tag in the Kajabi account.

### What will users see if the welcome screen is not enabled?

If you choose not to enable the welcome screen feature for the app, users who download and open the app will see the default login screen for existing members. Users without an existing account won't be able to log in or create an account.

### How can a member delete their account?

An app member can delete their account by opening their account settings and selecting **Delete Account**.


# Set up a merchant account for Google in-app purchases
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-set-up-a-merchant-account-for-google-in-app-purchases

Create a payments profile in Google Play Console to enable in-app purchases for the Android Branded App.

To enable in-app purchases in the Android Branded App, you need to create a **payments profile** in Google Play Console. The steps below walk you through creating the profile and completing the required fields.

**To set up a merchant account:**

1. Log into the [Google Play Store publisher console](https://play.google.com/console/).
2. Click on **Settings** near the bottom left:

<img alt="Settings.png" />

3. Scroll down to the bottom of the page and select **Payments profile**:

<img alt="Payments Profile.png" />

4. Click **Create payments profile**:

<img alt="Create Profile.png" />

5. If you see a profile you've already created, you can select the existing profile.
   Otherwise, create a payments profile.
6. Complete all required fields on the profile form (Business location, Account type, Name and address, Primary contact info, Public business info, etc.):

<img alt="Form 1.png" />

<img alt="Form 2.png" />

7. When you've completed the form, click **Submit**:

<Tip>
  **Tip:**
  Click the link on the final Payments profile page to enroll in [Google's program for a reduced 15% service fee](https://support.google.com/googleplay/android-developer/answer/10632485?sjid=6616978774795914322-NC).
</Tip>


# Set up banking and tax info with Apple
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-set-up-your-banking-and-tax-info-with-apple

Configure banking and tax information in App Store Connect to sell in-app purchases through a Branded App on iOS.

To sell in-app purchases through a Branded App on iOS, you must configure **banking and tax information** in App Store Connect. The steps below walk you through accepting the Paid Applications Agreement and connecting a business entity.

**To set up banking and tax info:**

1. Sign in to [The Apple Developer Console](https://developer.apple.com/account) and select **Account**.
2. You may see a notification banner with bold lettering near the top of the screen notifying you of required documents that need to be signed. If so, first sign these documents.
3. Scroll down to the **Program resources** section.
4. Under **App Store Connect**, select **Business**:

<img alt="Program resources Apple.png" />

You'll be auto-directed to the **Business** page in [App Store Connect](https://appstoreconnect.apple.com/business).

5. Navigate to **Agreements** and locate the **Paid Applications Agreement**:

<img alt="View Agreement.png" />

6. Click **View Terms**. (If you don't see a link to view the terms, you may need to update the account information or accept additional agreements first. Check the top of the page for notifications of other outstanding items).

7. Review the terms of the agreement and click **Agree** to accept.


# Set up a D-U-N-S number for a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-set-up-your-d-u-n-s-number-for-your-branded-app

Apply for a D-U-N-S Number required to create an Apple Developer account for organizations.

A **D-U-N-S Number** is required to create an Apple Developer account for organizations. This page covers what a D-U-N-S Number is, how to check for an existing number, and how to complete the application process.

## What is a DUNS number?

DUNS or D-U-N-S is the Data Universal Numbering System developed and managed by Dun & Bradstreet.

This number identifies business entities on a location-specific basis by using a unique nine-digit number.

The D-U-N-S Number is the legal, standard business identifier to identify and track a business. It is used to check the identity and legal entity status of an organization.

[Learn more about the D-U-N-S Number](https://www.dnb.com/duns).

## Set up a D-U-N-S number

<Tip>
  **Tip:**
  Be sure to use a [supported browser](https://docs.dnb.com/supplier/en-US/system-req) to complete the D-U-N-S request to ensure a smooth application process.
</Tip>

### Check for an existing number

If you purchased a business, you may already have a registered number. Before completing the application process, be sure that you have not already been assigned a D-U-N-S number.

To search for the company, visit [https://www.dnb.com/duns-number/lookup.html](https://www.dnb.com/duns-number/lookup).

### Collect the information needed to apply

As you go through the application process, you will discover that you need the details of the business handy. Prep for the application by gathering all the information beforehand.

For the D-U-N-S application, you will need:

* The legal name of the business
* The business address (If you have multiple locations, you will need to apply for a separate D-U-N-S Number for each location)
* Contact information for the business including a main telephone number
* The name of the business owner, president, or CEO
* The legal structure of the business
* The year the business was created
* The primary business industry
* The total number of full- and part-time employees

### Complete the application

Obtaining a D-U-N-S Number is free and can be accomplished directly through Dun & Bradstreet.

To begin the application process and to learn more about how to get a D-U-N-S Number, visit [https://www.dnb.com/duns/get-a-duns.html](https://www.dnb.com/duns/get-a-duns).

<Note>
  **Note:**
  If the company is based outside of the US, you can still register through the same website. Just be sure to select the country that the business is based out of.
</Note>

## Maintaining the account

After obtaining a D-U-N-S Number, you will need to monitor and update business information as needed.

To maintain and update business information, visit [https://www.dnb.com/duns/duns-manager.html](https://www.dnb.com/duns/duns-manager).


# Update Branded App brand assets or terms and privacy links
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-update-your-branded-app-brand-assets-or-terms-privacy-links

Update app name, logo, accent color, icon, terms of service URL, and privacy policy URL from Kajabi settings.

Keep the **Branded App** aligned with an evolving brand by updating the app name, logo, accent color, icon, terms of service URL, and privacy policy URL directly from the Kajabi settings.

## Access brand settings

**To open Branded App branding settings:**

1. Select **Settings** at the lower left corner of the Kajabi dashboard.
2. Select **Branded Mobile App Settings**:

<img alt="Branded App Settings.png" />

3. Navigate to Brand Assets and click **Revisit Branding**:

<img alt="Revisit Branding.png" />

## Update branding info

Once you've opened the branding settings, navigate to the specific setting you want to update and make the desired adjustments.

### Brand assets

**To update the app name, logo, accent color, and/or icon:**

1. Select **Brand Assets** from the left menu.
2. Add the asset(s) as desired:

<img alt="Brand Assets resized.png" />

3. Click **Save & Exit** at the top left corner of the screen.
   (Or, continue on to the steps below to update the Terms & Privacy links.)

### Terms & privacy

**To update the terms of service URL and/or privacy policy URL:**

1. Select **Terms & Privacy** from the left menu.
2. Add the link(s) as desired:

<img alt="Terms and Privacy.png" />

3. Click **Save & Exit** at the top left corner of the screen.

## Request an app build

Next, let the Kajabi team know you're ready for an app build so you can push the changes out to the live app(s).

**To request an iOS app build:**

1. Navigate to iOS in the Branded App Settings.
2. Click **Build iOS App**:

<img alt="Request a New iOS Build.png" />

**To request an Android app build:**

1. Navigate to Android in the Branded App Settings.
2. Click **Build Android App**:

<img alt="Request a New Android Build.png" />

It will typically take between 30 minutes and 8 hours for the build process to complete.

## Update the app in the app store(s)

You'll receive an email notification when the build is completed. After you receive the email confirmation, follow the steps [in this article](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store) to submit an app update to Apple and/or Google.


# Update a Branded App in the Apple App Store and Google Play Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store

Trigger a build in Kajabi and submit updates to the Apple App Store and Google Play Store.

Keep the **Branded App** current by publishing updates to both the Apple App Store and Google Play Store. The steps below cover triggering a build in Kajabi and submitting updates to both platforms.

## Triggering an app build in Kajabi

To update the app, first trigger an app build for each app store in the Kajabi Branded Mobile App Settings.

**To trigger an app build:**

1. Click **Settings** at the lower left of the Kajabi dashboard.
2. Select **Branded Mobile App Settings**.
3. Click both the **Build iOS App** and **Build Android App** buttons.
   This will trigger an app build that includes all the latest features:

<img alt="IOS and Android Settings.png" />

It will typically take between 30 minutes to 8 hours for the build process to complete and show up in Apple/Google.

Follow the steps below to submit an app update to Apple and Google.

## Update the iOS app

After triggering an app build and waiting for the build to show up, you can update the iOS app.

<div>
  <iframe />
</div>

**To update the app in the Apple App Store:**

1. Log into [App Store Connect](https://appstoreconnect.apple.com/).
2. Click on **My Apps**:

<img alt="My Apps.png" />

You should see the Branded App on the following screen.

3. Click on the title of the **Branded App** to open it for editing.
4. Inside the app, navigate to the top of the left sidebar menu.
5. Click the **blue + icon** next to "iOS App":

<img alt="Blue Plus Icon updated.png" />

A "New Version" modal popup window will appear.

6. Enter a **Store Version Number**.
   This can be any number, but it should be larger than the previous version number (for example, if the prior app version was 1.1, you could input 1.2).
7. Click **Create**:

If you see an error message about an incomplete form field, search the page for that field name, complete the necessary field, then click **Save** and **Add for Review** again.

8. On the next page, confirm that you see the text "Ready for Review" at the top left just below "Confirm Submission".
9. Click **Submit to App Review** at the top right of the page:

<img alt="Submit to App Review.png" />

You should see a confirmation message that "Your submission has been submitted to App Review":

<img alt="Confirmation Message.png" />

You'll also receive an email notifying you that the submission is under review, then another email after the review process is complete notifying you that the app is ready for sale.

## Update the Android app

After triggering an app build and waiting for the build to show up, you can update the Android app.

<div>
  <iframe />
</div>

**To update the app in the Google Play Store:**

1. Log into [Google Play Console](https://play.google.com/console).
   (We recommend logging in via an incognito browser window. If you're logged into more than one Gmail account in the same browser window, you'll encounter trouble completing the update procedure).
2. Click the title of the **Branded App** to open it for editing:

<img alt="Click Your App Title.png" />

3. Inside the app, navigate to the **Release** section of the left navigation menu.
4. Click **Production**:

<img alt="Click Production.png" />

5. Click **Edit release** at the top right of the page (or, click **Create release** if you see that text on the blue button instead):

<img alt="Edit Release.png" />

<Note>
  **Note:**
  If you don't see an app bundle listed, download the AAB file from the Branded App Settings of the Kajabi account, then click the **Upload** link under **App bundles** and upload the AAB file. [Learn more about how to download the AAB file from Kajabi](/articles/mobile-apps/branded-app/how-to-publish-your-branded-app-to-the-google-play-store).
</Note>

6. Scroll down to the **Release details**.
7. A release name will be generated automatically. We recommend that you keep the suggested release name.
8. Enter a note in between the language tags in the **Release notes** field:

Avoid mentioning any specific features here to avoid a potential rejection of the app. We strongly recommend only adding a simple comment like "Bug fixes and optimizations".

<img alt="Release Notes.png" />

9. Click **Next** at the lower right corner of the page.

On the following page, you'll see information about supported devices and release delivery details. If you see a warning message at the top of the page, it can be ignored (any error messages will need to be addressed).

10. Scroll down to the **Staged roll-out** section at the bottom of the page and confirm that the **Roll-out percentage** is set to 100%:

<img alt="Roll-out Percentage.png" />

11. Click **Save** at the lower right corner of the page.

If you don't see the popup, or you accidentally close out of it, you can also navigate to the Publishing overview page by clicking **Publishing overview** in the left navigation menu.

12. Click **Send 1 change for review** at the right side of the Publishing overview page:

<img alt="Send 1 Change for Review.png" />

13. When prompted, click **Send changes for review** to confirm the submission:

<img alt="Confirm Submission.png" />

14. To verify that the app is in review, click **Releases overview** in the left navigation menu.
15. Confirm that the latest release has a release status of **In review**:

<img alt="In Review.png" />


# Update Branded App screenshots
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-update-your-branded-app-screenshots

Enhance Branded App screenshot designs and update them for the Apple App Store and Google Play Store.

**Branded App screenshots** are one of the first things potential users see in the app stores. Enhance screenshots with professional design elements to make a strong first impression and encourage downloads.

## Enhance screenshot designs

During the Branded App intake process, Kajabi provides you with a set of screenshots from the app. You'll receive screenshots of the login page, library page, a course page, and a lesson page, in various sizes to meet the app store requirements.

### iOS specifications

Screenshots for the 6.5" and 5.5" iPhone models have the following dimensions:

* 1284 x 2778 px
* 1242 x 2208 px

iPad specifications for the 13" and 12.9" models have the following dimensions:

* 2048 x 2732 px

### Android specifications

Screenshots for Android phones meet the following criteria:

* 320 px minimum & 3840 px maximum
* 16:9 ratio

### Design options

While the basic screenshots provided by Kajabi are sufficient to meet app store requirements, you can choose to enhance them by adding additional eye-catching design elements such as a colored background, digital phone skin, and/or marketing copy.

<Note>
  **Note:**
  Apple takes a firm stance on the fact that screenshots need to match what is in the app; screenshots need to better reflect that if you plan to use custom images. We recommend updating custom screenshots to include more in-app screenshots so as to increase the chances for approval. You should avoid using screenshots of the community as that tends to lead to a rejection.
</Note>

For example, here are some enhanced screenshots of the Kajabi app:

<img alt="Enhanced Screenshots cropped.png" />

### Design resources

Many software tools can help you enhance screenshot designs. For example, a graphic design software like [Canva](https://www.canva.com/) can be used to add design elements to screenshots.

There are also design tools specifically made for enhancing app screenshots. Here are a few examples:

* [AppLaunchpad](https://theapplaunchpad.com/)
* [AppMockUp](https://app-mockup.com/)
* [Appure](https://appure.io/)
* [AppScreens](https://appscreens.com)
* [Screenshot Creator](https://screenshotcreator.com/)
* [StoreShots](https://www.storeshots.net/)

## Update iOS screenshots

### Create a version of the app

1. Go into the [App Store Connect](https://appstoreconnect.apple.com/) account.
2. Click the **blue + button** to create a version of the app:

<img alt="Apple Add New Version updated.png" />

A pop-up modal will appear.

3. Enter a version number for the app in the **Store Version Number** textbox.
   If the prior version number was 1.0, choose 1.1 as the version number (if you're already past version 1.1, continue on in sequence: 1.2, 1.3, 1.4, etc.):

### Update the app in the app store(s)

Follow the steps [in this article](/articles/mobile-apps/branded-app/how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store) to submit an app update to Apple and/or Google.

## Update Android screenshots

1. Go into the [Google Play Console](https://play.google.com/console).
2. Choose the app you want to edit.
3. On the side panel menu, navigate to the **Grow Users** section.
4. Click **Store presence > Store Listings**:

<img alt="Google Store Presence.png" />

<img alt="how-to-update-your-branded-app-screenshots-google-docs.png" />

5. Edit **Default Store Listing**:

<img alt="how-to-update-your-branded-app-screenshots-google-docs (1).png" />

6. Scroll down to the **Phone** section.
7. In the box next to **Phone screenshots**, click **Upload**:

<img alt="Google Upload Screenshot.png" />

8. Select and upload the screenshot.
9. Once the screenshot is updated, click **Save**.
10. You'll see a pop-up modal asking you if you want to publish the changes. Confirm the changes.


# Use the paywall feature in a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-use-the-paywall-feature-in-your-branded-appmember-app

Require users to purchase access before viewing restricted courses and posts in a mobile app.

The **paywall** feature in the Kajabi mobile app allows you to monetize premium content by requiring users to purchase access before viewing restricted courses and posts. This feature works in both branded mobile apps (BMA) and the consumer member app variant, seamlessly integrating with existing product offerings and providing a smooth upgrade experience for members.

## What is the paywall feature?

The paywall feature creates access restrictions for premium content in the mobile app. When users encounter locked content, they'll see an upgrade prompt that directs them to purchase the required product to unlock access.

The paywall automatically appears when users try to access:

* **Restricted courses** - Courses that require a specific product purchase
* **Premium posts** - Individual posts within courses that are locked
* **Protected content** - Any content configured with access restrictions

## How the paywall works

When members encounter restricted content, they'll see one of two paywall screens depending on where they are:

**On Course Overview Pages:** A paywall section appears at the bottom showing "Upgrade to unlock" with a description and "Upgrade now" button

**When Navigating to Locked Content:** A full-screen modal appears with a dollar sign icon and upgrade messaging, plus the option to dismiss

<Note>
  **Note:**
  The Paywall feature currently only supports web offers. If you connect a Course with a Paywall to an In-App Offer for the Branded App, the Paywall will not be supported and the member will gain full access to the Course.
</Note>

## The purchase experience

When members tap **Upgrade now**:

1. They're taken to Safari to complete the secure checkout process
2. After a successful purchase, they're automatically returned to the app
3. The app navigates them directly to the content they wanted to access:

<div>
  <iframe />
</div>

The system remembers exactly what content triggered the paywall, so members can pick up right where they left off after purchasing.

## Current limitations

**Fixed Messaging:** Paywall text and descriptions cannot be customized - they display standard messages

**Course Content Only:** Paywalls currently work with course-based content and posts

**External Checkout:** Purchase process opens in external browser, then returns to the app; in app purchases are not currently supported

**Automatic Placement:** Paywall location is determined based on where you place it inside the course

## FAQs

### What happens if a user closes the paywall modal?

Users can dismiss the paywall modal at any time and continue browsing available content. The paywall will reappear when they try to access restricted content again.

### Can users preview locked content?

The paywall appears before users can access restricted content, so they cannot preview locked posts or courses. Consider providing clear descriptions and previews in course overviews.

### How does the app handle multiple restricted products?

Each paywall is specific to the content being accessed. If a user tries to access different restricted products, they'll see separate paywalls for each product.

### What if the purchase process fails?

If the external checkout process fails or is cancelled, users are returned to the app and can retry the purchase process. The app handles various error scenarios gracefully.

### Can I customize the paywall appearance?

No, the paywall appearance cannot be customized. It automatically uses the app's accent colors and typography, but the messaging is fixed and uses predefined localized strings that cannot be changed.


# Use Variants to personalize pages in a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-use-variants-to-personalize-pages-in-your-branded-app

Create different versions of custom pages in your Branded App and display them to specific member segments.

With **Variants**, you can create different versions of any custom page in your branded app and display them only to specific member segments. This helps you personalize the experience based on what your members have purchased, their tags, or any segment you've defined.

## What are Variants?

Variants are alternate versions of a custom app page that only display to members who match specific targeting conditions. The system evaluates each member's profile and automatically shows them the most relevant variant.

For example, you can create variants based on:

* **Products owned** — Target members who have purchased specific products
* **Offers purchased** — Target based on specific offer purchases (owned or not owned)
* **Tags** — Use member tags for personalization
* **Custom segments** — Leverage pre-defined member segments from your contact management

<Note>
  **Important:**
  Only custom screens can have variants. System screens (Home, Library, Community) cannot be used as parent screens for variants.
</Note>

## Create a Variant

1. From the Mobile App Builder, go to the **Screens** tab.
2. Open the custom page you want to create a variant for (variants are only available for custom screens).
3. Click **Select screen variant** in the top-right corner.
4. In the drop down menu, click **+ Add a variant**:

<img alt="Add a variant" />

5. Customize an **Internal Title** for your variant — this helps you manage multiple variants.
6. The variant will be an exact widget copy of your original page that you can customize (screen name, icon, widgets can all be customized):

<img alt="Variant copy" />

<Note>
  **Note:**
  Each parent screen can have up to 20 variants by default.
</Note>

## Target a Variant to a segment

1. While viewing your variant, select the drop down **Show page to:**

<img alt="Show page to dropdown" />

2. Choose your targeting method:
   * Products owned
   * Offers purchased
   * Tags
   * Custom contact fields
   * Email activity
   * Marketing status and other attributes
   * Existing Segment: Select from pre-configured contact segments
3. Configure your targeting conditions.
4. Click **Save and Publish**.

### When a member views the page, the system:

1. Evaluates each variant's targeting conditions against the member's profile
2. Returns the first matching variant in order
3. Falls back to the default page if no variants match

## Edit Variant content

1. After creating your variant, click on the **Widgets** tab, then use the second drop down menu to select your variant:

<img alt="Select variant" />

2. Customize the layout, widgets, text, images, and other content as needed.
3. Your edits will only apply to this variant, not the original page or other variants.
4. Click **Save and Publish** when you're ready.
5. Use the variant dropdown at the top of the editor to switch between different variants.

Here is an example of a Default Custom Screen vs a Variant Custom Screen:

<img alt="Default vs Variant custom screen" />

**Content Independence:** Each variant maintains its own widget configuration and content, completely independent of the parent screen and other variants.

### Current limitations

* **Custom screens only** — Variants can only be created for custom screens, not system screens
* **No nested variants** — Variants cannot have their own variants
* **Maximum variants** — The default limit of 20 variants is per parent screen
* **Order dependency** — Variant matching follows the order in which they appear in the list

### Best practices

* **Clear naming** — Use descriptive internal titles to manage multiple variants
* **Specific targeting** — Create focused targeting conditions to avoid overlapping matches
* **Test thoroughly** — Verify variant targeting with different member profiles
* **Fallback content** — Ensure the default page provides a good experience for unmatched members

## FAQs

### What happens if a member qualifies for multiple Variants?

The system evaluates variants in the order they are displayed and shows the first matching variant. If you have overlapping targeting conditions, the variant positioned higher in the list takes precedence.

### What if a member doesn't match any Variants?

If a member does not match any variants, they will see the default version of the page (the original parent screen).

### Can I create Variants for system screens like Home or Library?

No, variants can only be created for custom screens. System screens (Home, Library, Community) cannot be used as parent screens for variants.

### How many Variants can I create per page?

You can create up to 20 variants per parent screen by default. This limit is configurable by system administrators.

### Can I create Variants of Variants?

No, the system prevents nested variants. Only parent screens can have variants; variants themselves cannot have child variants.

### How does targeting work with custom segments?

When you select a custom segment, the system stores the segment\_id in the targeting filters. At runtime, it resolves the segment's conditions and applies them to determine if a member matches.

### What happens if I delete a parent screen that has Variants?

All variants associated with the parent screen will be automatically deleted as well, since variants cannot exist without their parent screen.

### Can I reorder Variants to change their priority?

No, not at this time.


# Verify a Google Developer account
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-verify-your-google-developer-account

Complete the Google Developer account verification process for a Branded Mobile App.

Google requires you to verify a **Google Developer account** by providing information related to how it was originally registered. If you registered as an individual, you will be required to provide contact information, identity documents, and verify your email and phone number. If you registered as an organization, you will need to provide the same items listed as an individual as well as documents verifying the business validity.

## Watch for the email

Google will email you with an email that indicates, "Verify your developer account by ". You can also [log into the developer account](https://play.google.com/console/) directly and you will see the following verification request:

<img alt="Verification request" />

<Note>
  **Note:**
  You may need to select an app before this will appear or it may appear on the account-level page.
</Note>

## Start the process

1. [Log into the developer account](https://play.google.com/console/) where you can see the verification request
2. Click **Get Started**
3. You will be taken to a screen that indicates the process involved:

<img alt="Process overview" />

4. Check whether you want to verify this as an organization account or as a personal account:

<img alt="Account type selection" />

<Note>
  **Note:**
  If you select an organization account, you are required to provide the DUNS number during the verification process. [Learn to set up a D-U-N-S number](./how-to-set-up-your-d-u-n-s-number-for-your-branded-app).
</Note>

**The remainder of this guide will be following the steps under the assumption you are verifying the developer account as an organization account as it is more complex and has more steps, but the majority of the steps are similar for the individual verification**.

## Create or link a Payments Profile

1. If you have not already done so, you will be requested to set up or link a **Payments Profile** before you can continue:

<img alt="Payments Profile setup" />

2. Select **Create or Select Payments Profile** on the page

If you already have one set up, like in the screenshot below, you can use it. If not, you will need to create one:

<img alt="Existing Payments Profile" />

## Enter the DUNS number

Next, you will be redirected to a page where you enter in the [DUNS number](./how-to-set-up-your-d-u-n-s-number-for-your-branded-app).

You should see the following:

<img alt="DUNS entry" />

1. Click **Confirm** and you will see this completion page:

<img alt="DUNS confirmation" />

## Enter organization or personal information

1. Enter in the information that pertains to the organization or personal account:

<img alt="Organization info" />

2. After this, you will be asked to enter information that requires you to verify what is entered:

<img alt="Verify information" />

3. You will see a **Verify email address** text on the screen. When you enter in the email, you will be required to verify it by reading a code from the email and entering it:

<img alt="Email verification" />

<Note>
  **Note:**
  You will have to do the same for a phone number in this process as well.
</Note>

## Update Payments Profile

It is very likely at this point that you will see the following error:

<img alt="Payments Profile error" />

1. If you see it, complete this section. If not, move on to the next section
2. You will be asked to verify the identity within the payments profile:

<img alt="Identity verification" />

3. You will then be asked to upload at least 2 documents that verify the identity

Please see this list of authorized documents Google permits you to use for verification:

<img alt="Authorized documents" />

4. After you have verified the information requested, you will see this notification:

<img alt="Verification complete" />

When you see the above notification, you have completed all the steps required to verify the account.

Now, all you need to do is wait for Google to complete the verification process on their end.


# Verify a website for Google Play Console
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-verify-your-website-for-your-google-play-console

Add a TXT record to DNS settings to verify domain ownership for a Google Developer account.

**Website verification** is a common issue with Google Developer accounts when the connected site is not verified. To resolve this, you need to add the TXT record provided by Google to the organization's DNS settings.

## Google Play Console account

1. [Log into the Google Play Console account](https://play.google.com/console/)

If website verification is required for the Developer account, a notification will appear.

2. Click the **View Details** button to proceed:

<img alt="View Details notification" />

You will be redirected to a page providing detailed instructions on how to complete the website verification process.

3. Click the blue link labeled **Learn More** to access further guidance:

<img alt="Learn More link" />

You will be taken to a page where you can add a website property.

4. Scroll down to find the option **Add a new Property**
5. Then, under the first step, click the blue text link labeled **Click Here** to proceed

<img alt="Add new property" />

6. You will be redirected to **Google Search Console** where you will be prompted to select a property type
7. Locate the designated field where you need to enter the custom domain

## Kajabi account

To enter the custom domain, you will need to open a web browser window or tab and log into the [Kajabi account](https://kajabi.com/login).

Then, navigate to the Domain settings:

1. Navigate to **Settings** from the Kajabi Dashboard:

<img alt="Settings navigation" />

2. Within the **Settings** menu and select **Domain**:

<img alt="Domain settings" />

Now, you will need to copy the custom domain:

3. Identify the custom domain in the Domain settings
4. Be sure to include "www" when copying the custom domain:

<img alt="Copy domain" />

## Verify domain ownership via DNS record

1. Paste the custom domain into the custom domain field:

<img alt="Paste domain" />

After entering the domain you can proceed to verification.

2. Click **Continue** to initiate the domain verification process

A pop-up window will appear prompting you to verify domain ownership through a DNS record:

<img alt="DNS verification" />

3. In the first step of the pop-up, select TXT from the dropdown menu
4. Then, copy the **TXT record** provided in the third step for later use:

<img alt="Copy TXT record" />

### If you manage domain settings in Kajabi

You will need to access the DNS Settings in Kajabi:

1. Return to the Kajabi account
2. Navigate to the **Domain Settings**
3. Then, select **DNS Settings**:

<img alt="DNS Settings" />

4. Click **+ Custom Record**
5. Select **TXT Record**:

<img alt="TXT Record" />

Add the copied TXT Record by inputting the following details:

* **Name:** "@"
* **TXT Record Value:** Paste the TXT record you copied from Google Search Console:

<img alt="Add TXT details" />

6. Click **Add** after entering the above details
7. Navigate back to Google Search Console to the Verify domain ownership pop-up

## Verify website in Google Play Console

You will then need to return to the Google Play Console tab.

1. Click **Verify Website** to proceed:

<img alt="Verify Website" />

After verification, you will be redirected to the Account Details page.

2. Scroll down to the **Organization Website** section and confirm that the custom domain is listed
3. Then, click **Send Verification Request** to finalize the process:

<img alt="Send Verification Request" />

<Note>
  **Note:**
  While the verification process may often complete instantly, there are instances when an email will be sent to the Developer account email address requesting you to verify the domain from there. In such cases, you will need to return to Google Search Console and repeat the domain verification steps. This scenario is particularly common for custom domains that utilize Path B in Kajabi. Below is a sample email you may receive regarding this verification:

  <img alt="Verification email" />
</Note>

## Confirmation of website verification

Once the website is verified, a confirmation message will appear on the Account details page under the Organization Website section:

<img alt="Confirmation message" />

Now you can return to the homepage of the Google Play Console.

The notification for website verification should now be cleared, indicating successful verification.

## If domain settings are managed through a domain provider

After obtaining the TXT record, you will need to add the TXT record to the domain provider's DNS Records.

<Note>
  **Note:**
  Refer to the domain provider's help resources for adding TXT records.
</Note>

1. Navigate back to the **Verify domain ownership via DNS record** tab
2. Click **Verify**:

<img alt="Verify button" />

Then follow the verification steps above to complete the process.


# Write and update an App Store description for a Branded Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/how-to-write-and-update-your-app-store-description-for-your-branded-mobile-app

Craft a compelling App Store description that markets a Branded Mobile App and meets Apple's requirements.

The **App Store description** is a key marketing tool for a Branded Mobile App. A well-crafted description helps potential users understand the value of the app and encourages downloads.

## Formatting and technical specifications

Readers will only be able to view approximately the first 1-2 sentences of the app description on the preview screen before having to tap a link to read the rest.

It's essential to **use the opening sentence to hook the reader's attention**. State the main value proposition or unique differentiator first:

<img alt="App Store preview" />

The full app description can contain a **maximum of up to 4000 characters**. It should be formatted as a single introductory paragraph followed by a feature list.

Use bullet point formatting for the feature list so it's easy to read. And don't overwhelm readers with an exhaustive feature list. Focus on highlighting the app's most important or interesting features here:

<img alt="App Store description" />

## Brand voice and writing style

**Use the brand voice and tone** when writing the app description. If you have a playful brand, feel free to use emojis.

Every word is important. **Be engaging but concise**. When editing the description, consider whether there are any sentences where you could say the same thing using less words.

Make sure you write at the reading level of the target audience. Simple language is usually most effective, unless you're writing for a sophisticated reader about a specialized topic.

If you have an international customer base, avoid using idioms or other nuanced language that may be difficult for people from other cultural backgrounds to understand.

## What to include in a description

**Showcase the most valuable features of the app**. Highlight what's unique about the app and how using it will help the reader solve a problem or improve their life in a desirable way.

Consider including an accolade like an award or a rave review at the end of the description. You can also include social media links or a contact email if desired.

Adding search keywords to app descriptions isn't likely to affect ranking in the App Store, though it could provide some boost in Google Play. Use natural language and include keywords only when they make sense to a human reader.

Avoid including any prices in the description. Also, make sure not to add any notes about the app being in a testing or beta state, as such language is likely to be rejected by reviewers.

## Update a description

### Update an iOS description

1. Create a version of the app by logging in to the [App Store Connect](https://appstoreconnect.apple.com/) account
2. Click the blue + button to create an app version:

<img alt="Create new version" />

3. A pop-up modal will appear
4. Enter a version number for the app in the **Store Version Number** textbox. If the prior version number was 1.0, choose 1.1 as the version number (if you're already past version 1.1, continue on in sequence: 1.2, 1.3, 1.4, etc.):

<img alt="Version number" />

5. Click **Create**
6. Update the text in the description box, click **Save**, then **Add for Review**:

<img alt="Save and review" />

Apple typically takes 24-48 hours to review any changes.

### Update an Android description

1. Login to the [Google Play Console](https://play.google.com/console) account
2. Click on the app you want to edit
3. On the left side panel menu, navigate to the **Grow Users** section
4. Click **Store presence > Store Listings > Edit Default Store Listing**

<img alt="Store presence" />

5. Edit the short and full descriptions

<img alt="Edit descriptions" />

6. Click **Save**

You'll have the opportunity to update the app description each time you submit a version of the app. Plan to go back and optimize the description later as you add features or earn accolades.

Google Play offers a helpful [store listing experiments tool](https://play.google.com/console/about/store-listing-experiments/) that you can use to A/B test different app descriptions.


# Kajabi Branded App FAQs
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/kajabi-branded-app-faqs

Find answers to frequently asked questions about Kajabi Branded Apps.

The **Branded App** is a white-labeled mobile app customized to your brand and pre-loaded with your Kajabi content. Below are frequently asked questions organized by topic.

## Getting a Branded App

### What is a Branded App?

Branded App is a white-labeled mobile app that is customized to your brand and pre-loaded with your Kajabi evergreen courses, cohort courses, coaching programs, podcasts and community. You will have your very own app(s) on the Apple App Store and Google Play store, all customized with your own branding and content. It is your own app with zero Kajabi branding.

### What are the benefits of launching a Branded App?

The benefits of launching a Branded App are that you will have one place to engage your members in your products and content on mobile. You can acquire customers through the app and sell them products via in-app purchases, or engage existing members through a seamless mobile experience.

Push notifications also open up a whole marketing channel for your business. You can target, schedule, and send notifications to drive people to your app or any landing page - similar to how you might use email marketing.

### How much does a Branded App cost?

The Branded App is included at no extra cost on the Pro plan. For Basic and Growth, available as \$199/mo add-on.

### Can I create multiple Branded Apps for my different Kajabi sites?

If you have multiple accounts with Kajabi, you can create one Branded App for each account. However, we don't currently support the ability to create a Branded App for more than one site within the same Kajabi account.

### How does a Branded App compare to building my own custom app?

With a Branded App, you can get your own mobile app for a fraction of the time and cost of a custom app. A custom app typically costs between 30-60k and takes 6-12 months to build. With a Branded App from Kajabi, your app goes live in weeks and you can get an app starting at just 199/mo.

### How does the Branded App compare to the free Kajabi course app?

The Kajabi course app requires customers to download the Kajabi app from the App Store and then log in to your brand. With your Branded App, you will have your own App Store listing with your logo and name, so your members will easily be able to find you.

The Branded App also has several features that are not available on the Kajabi Course app. You get a range of customization options like custom home screens, welcome and onboarding screens, custom links, and more. Plus, you can set up in-app purchases to be able to sell products and acquire customers in your app, making it a growth channel for your business. The Branded App also comes with targeted and customizable push notifications to help you in your marketing efforts.

### Does Kajabi cover app maintenance and updates?

Yes, the app is fully built and maintained by Kajabi. We will continue to improve the app experience and you will get access to any features or updates automatically. You can make changes to your branding and design at any time from your Kajabi account, and updates automatically update in the app.

### What type of maintenance does Kajabi perform for my app?

In addition to building features, we perform ongoing maintenance to keep the app secure, compliant, and compatible with frequent Apple and Google updates. This includes handling breaking changes, updating deprecated code, monitoring performance and crashes, and responding quickly to major regulation or policy shifts. Our engineering and customer experience teams also stay ahead of review best practices to maximize app approval success.

### Do I need to be a Kajabi customer to get a Branded App?

Yes, currently the Branded App is available only as an add-on to any Kajabi plan. The app is built to include your existing course, coaching, podcast and community products within Kajabi.

### Is there a trial period so I can test the Branded App before signing up?

You can view a limited preview by navigating to Branded App > Design within the Kajabi Dashboard. However, you must purchase the Branded App add-on (or be on the Pro plan) before Kajabi begins building a working version of your Branded App.

## Branded App setup

### How long does it take to get an app published once I purchase the add-on?

The time frame for publishing an app once you purchase the add-on typically ranges from 6-8 weeks, depending on the review processes conducted by Apple and Google. It's possible for apps to be rejected during these reviews, necessitating follow-up action from our team. However, you don't need to worry about these steps—our team will handle all initial approvals and ensure that the app is ready for launch as smoothly and quickly as possible.

### Why do I need to create Apple and Google Developer Accounts?

Creating your own Apple and Google Developer Accounts is essential for a few reasons. Firstly, it allows you to manage and create in-app purchases directly, giving you full control over this aspect of the app. Secondly, you can manage and respond to app reviews, which can significantly impact the app's reputation and user feedback. Thirdly, having the app listed under your own brand and name not only enhances your brand's visibility but also aids in driving organic downloads through effective App Store Optimization (ASO) strategies.

### Can I use my Kajabi login to get into the app?

Yes, by logging into the app with your Kajabi account email, you will be logged in as an admin. If the Branded App has access to the Community Product, then you will be able to interact with the Community as an admin/moderator.

<Note>
  **Note:** In order to see your courses, coaching programs, or podcasts, you will still need to be granted access. Follow the steps in this help article to grant your admin email member access to your products: [What do my Customers see?](../../contacts/manage-your-contacts/what-do-my-customers-see)
</Note>

### Do we need to create a certificate if it expires?

No action is needed as our system will automatically handle the certificate renewal.

## Account creation

### How does the Create Account feature work for Branded App?

To set up the Create Account feature for the Branded App, at least one evergreen course should be prominently featured on the home screen. This setup ensures that members, who have not previously purchased any products, are welcomed with a meaningful home screen experience. The presence of a course on the home screen is a condition for enabling the **Create Account** button to enhance this initial interaction.

### Can I disable the ability for users to create an account using the Branded App?

Yes, you can prevent account creation in the Branded App. If you don't utilize the home screen customization option, the feature that allows users to create an account will not be activated. This ensures that account creation is tied directly to how you choose to customize the app's home screen.

### Do members who create an account count against my Kajabi limits?

Yes, every member who creates an account through the Branded App is counted as a customer contact within the Kajabi CRM system. These signups are tagged as 'branded app signup,' allowing you to set up targeted automations specifically for users who join through the app, enabling effective retargeting and engagement.

## Selling on Apple and Google

### How do Apple and Google app offers work?

Creating app offers for Apple and Google involves setting up a distinct offer from your existing ones within the Branded App section. You must be aware that pricing these offers will include a fee imposed by Apple and Google, generally ranging from 15% to 30%. Currently, the system supports one-time purchases and subscriptions.

### What are the requirements for selling through Apple and Google?

To sell offers through Apple and Google, you must first set up the necessary banking information for these platforms. You need to create and get approval for each app offer and in-app purchase, a process that involves Apple's approval for app builds and specific in-app purchases. Following the creation of the first app offer, the course should be featured on the home screen as this is required by Apple to test and ensure the functionality of in-app purchases. The final step is submitting the app's latest build and the in-app purchases to App Store Connect for approval. Google does not have such restrictions, as they do not require approvals for either the app or any in-app purchases created.

### What countries will my in-app purchases sell in?

We will automatically publish in-app purchases through Apple and Google to 175 countries globally. Apple and Google will manage all aspects of currency conversions. To see more accurate revenue numbers, you can check revenue reports in the respective platforms.

### Why can I only choose specific pricing increments for Apple and Google offer prices?

The pricing increments available for offers within the Apple and Google platforms are set by these companies. Kajabi has no control over these increments; however, they are generally flexible enough to allow you to find an appropriate price point for your offers.

### Can I update in-app purchase prices at any point once I create an app offer?

No, unfortunately, you cannot edit pricing for existing Apple and Google app offers. We recommend creating an in-app purchase offer by setting up Apple and Google app offers. You can always disable any existing in-app purchase pricing offers if needed.

### How does the in-app purchase approval process work?

For Apple, every offer that includes an in-app purchase must be approved. When you create an offer in Kajabi, an in-app purchase is automatically created and sent to Apple for approval, typically within a few business days. Google, on the other hand, does not require a similar approval process, and in-app purchases for Google offers are instantly approved through the Google Console. However, Apple's process includes a review, and it's possible for in-app purchases to be rejected with reasons provided, requiring follow-up for approval.

### Can I sell existing offers to my Branded Mobile App audience?

Yes, you can effectively sell existing offers to the app audience using several methods. One approach is to add direct links to the offers within the app using the 'Links' feature, which can be particularly effective for higher-priced offers. Another method is to create a mini-course within the app, offered for free or at a low entry price, and use the final module to upsell to a more expensive offer. Additionally, you can utilize the fact that Kajabi tags each mobile signup with a "Branded app sign up" tag to identify app sign-ups, which in turn allows you to trigger targeted email automations, such as welcome emails and promotional offers, to upsell and engage these users effectively.

### What kind of products can I currently sell inside of the Branded Mobile App?

At the moment, the Branded Mobile App supports the sale of Courses and Community Products.

### What happens if an Apple or Google member requests a refund?

When a refund is issued by Apple or Google, you will receive a notification about this transaction. Functionality is available that will automatically revoke access to any offers that the refunded members had previously accessed.

### I noticed a member that signed up through the app is no longer in my contacts tab, but I didn't delete it. What happened?

This is a requirement from Apple and Google that is only available for members who sign up for content for the first time through the app. Apple and Google require the ability for members to delete their information, so if they proceed with this process then their information will be removed from the **Contacts** tab in Kajabi as well. You can read more about this requirement from Apple [here](https://developer.apple.com/support/offering-account-deletion-in-your-app).

If someone signs up for content outside of the app, then they will not have this option. You will maintain that information in the **Contacts** tab.

## Feature and content visibility

### Why are some of my members not seeing the latest features in the branded app?

Members might not see the latest features for a few reasons. It could be because the latest build that includes these features hasn't been approved by Apple and Google yet, or it hasn't been submitted to the App Store and Google Play Store. Another common reason is that the member hasn't updated their app to the latest version available.

### Can I block certain courses from showing up on the mobile app?

At present, it is not possible to block specific courses from appearing in the Courses tab of the mobile app. All evergreen courses owned by a member will be accessible regardless of other settings.

### Can I offer a preview of a paid Course in the app?

There isn't a separate preview mode for a paid Course. To let members sample your content before they buy, use the built-in **Course paywall**: members can open the lessons you leave unlocked, then see an upgrade prompt when they reach premium content. You can also publish a free Course as a standalone preview, but the paywall is the best option and is natively supported in the app. Learn how to [use the paywall feature in a Branded App](/articles/mobile-apps/branded-app/how-to-use-the-paywall-feature-in-your-branded-appmember-app).

## App customization and features

### I would like to add my own custom modifications to the app. Is this possible?

No, unfortunately, at this time we do not support coding customizations of the app. However, we are planning to develop customizable widgets in the future, which you will be able to integrate optionally into the app. These widgets are designed to address some of the most common pain points for members.

### Why don't my website customizations show up in the Branded App?

The Branded App does not currently support the integration of customizations made on the website, as there is no mechanism to automatically transfer these changes. The app is primarily designed for general product consumption with limited customization options, though we are planning to expand these capabilities to include more personalized adjustments to the product section in future updates.

### What kind of customizations can I do inside the app at the moment?

Currently, you can customize the Welcome Screen, Onboarding Carousels, and Home Screen within the app. You can set up multiple carousels on the Home Screen to feature specific products, which facilitates an engaging onboarding experience for members. We plan to introduce more comprehensive customization options in the future to further enhance user engagement and app personalization.

### What does the little crown mean showing up on the carousel?

The crown icon displayed on a course within the carousel signifies that the course is not yet owned by the member. This course may be available for free through an app offer or as a paid option through an in-app purchase. Once the course is purchased, the crown icon will disappear, indicating that the member now owns the course and can access it through both the carousel and the Course tab in the app.

### Where do members find their favorite lessons?

Members can favorite individual lessons in an evergreen Course by tapping the heart icon, then find them in that Course's Favorites list from the top bar. Favorites works the same in the Kajabi Mobile App and the Branded App. Learn more about [using Favorites in the mobile apps](/articles/mobile-apps/kajabi-app/use-favorites-in-the-mobile-apps).

### Will my existing community work inside of the Branded App?

Yes, if you have an existing community within Kajabi, it will be compatible with the Branded App. Members will be able to access the community through a Communities tab. Community is available with the Branded Mobile App Premium Plan (\$199/mo) or included in the Pro plan.

### What languages are supported on the app?

Currently, there are 5 languages available on the iOS and Android apps. These include English, Spanish, French, German, and Italian.

## Replacing my current app

### I currently have an app with someone else. Can I replace that app with a Kajabi Branded Mobile App?

Yes, it is entirely feasible to replace an existing app with a Kajabi Branded Mobile App. Once you make this transition, members will see the Kajabi app replacing the previous app on their devices following the next update. It is important to note that members will need to either create an account if they don't already have one linked to Kajabi offerings, or they can log in using their existing Kajabi credentials. They will not be able to continue using the same credentials that were valid with the previous app provider.

## Push notifications

### What kind of things can I do with push notifications?

Push notifications are an effective tool for engaging with members. You can target notifications based on specific segments you have created within Kajabi, or send them to all members. These notifications can be scheduled or sent in real-time, and the content of the notification is fully customizable. Additionally, notifications can direct members to various destinations, such as a specific product or an external URL, enhancing the interactive capabilities of the app.

### Am I limited on the number of push notifications I can send?

No, you are not limited on the number of push notifications you can send in a given month.

## Canceling the app or site

### What is the cancellation policy for Branded App?

The Branded App subscription will automatically renew at the end of each billing cycle unless you cancel the account before the end of the billing cycle. You may cancel the subscription at any time, in which case the subscription will continue until the end of that billing cycle before terminating. View the full [Branded App Terms & Conditions](https://legal.kajabi.com/policies/branded-app).

### What happens to my app if I archive or delete my site?

Archiving or deleting a site will disable the data feed for an app connected to that site. Customers will still see the app on their phone and in the app store, but it will no longer be functional.

### If I have multiple sites and I delete the site my app is assigned to, will I be asked to reassign the app to another site?

No, you will not be asked to transfer the app to another site after you delete the site.

### What happens to my app if I park my site?

When you are looking to Park a Kajabi Account, you will first need to reach out to [bma.support@kajabi.com](mailto:bma.support@kajabi.com) to cancel the Branded Mobile App add-on subscription. We can reactivate the app in the future if you choose to continue with the Branded Mobile App after upgrading the account from Parked.

### Will my app start working again if I reactivate my parked site?

Yes, the data feed from the site to the app will also reactivate as long as the app store account is still active and customers still have the app on their phones. Customers may need to update the app to the latest version.


# Kajabi Branded App overview
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/kajabi-branded-app-overview

Build a branded mobile app with Kajabi to increase brand authority and customer engagement.

**Branded Apps** are mobile product apps customized with your own branding, built and maintained for you by Kajabi. When you create your own app, you'll be able to:

* Brand the app with your own logo, icon, and accent color
* Open Evergreen and Cohort Courses, Coaching Program, Podcasts and Community from inside the app
* Schedule and send push notifications to customers or a specified customer segment, and choose which page opens when they click
* Offer in-app purchases of products

## Adding an app to a Kajabi plan

You can add one Branded App that includes the Community feature to any Kajabi plan for an additional \$199/month above the base plan cost.

Have questions? Check out the [Kajabi Branded App FAQs](./kajabi-branded-app-faqs).

## Customer app experience

Once you create and publish the app in the Apple App Store and Google Play, customers will be able to download the app through either store:

<img alt="App Store Listing" />

When a customer downloads the app, the custom branded icon will appear on their mobile device screen. And when they open the app, they'll be able to engage with any products in which they're enrolled:

<img alt="Courses view" />

They can even open Community from within the same app:

<img alt="Community view" />

You can also choose to allow members to sign up for an account. All app members can easily discover content when you enable the custom home screen feature and they can conveniently purchase products directly from the app:

<img alt="Homescreen view" />


# Kajabi Mobile App vs. Branded Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/kajabi-mobile-app-vs-branded-mobile-app

Compare the Kajabi Mobile App and Branded Mobile App to choose the right mobile experience.

Kajabi offers two mobile app experiences for delivering content: the **Kajabi Mobile App (KMA)** and the **Branded Mobile App (BMA)**. Both allow members to access courses, coaching, and podcasts, but they differ in their level of customization and setup requirements.

## Shared features (KMA & BMA)

Both apps include:

* Member access to **courses, coaching, and private podcasts**
* A refreshed course design with **custom thumbnails**
* Updated and **natively integrated community experience**
* Login to the app as an **admin to manage the community** as a founder/admin/moderator
* **Magic-link login** (or 6-digit code)
* Fully native **comment integration**
* **Confetti celebrations** for lesson completion

## Kajabi Mobile App (KMA)

The **Kajabi Mobile App** is free and ready to use without setup.

[**Apple App Store**](https://apps.apple.com/us/app/kajabi/id1485646310)

[**Google Play Store**](https://play.google.com/store/apps/details?id=kajabi.kajabiapp\&hl=en)

### Customization options

* Select brand color (applies throughout the app)
* Update site icon

### Functionality

* Members can access content as soon as they purchase
* Kajabi manages all app updates and maintenance

### Setup & maintenance

* No setup required
* Members simply download the **Kajabi App** from the app store and log in
* Kajabi handles all updates automatically

## Branded Mobile App (BMA)

The **Branded Mobile App** provides a fully customized app experience under your own brand.

* [**Apple example**](https://apps.apple.com/us/app/kajabi-branded-app/id6502643192)
* [**Android example**](https://play.google.com/store/apps/details?id=com.kj2148083404.app\&hl=en)

### Customization options

* Brand colors throughout the app experience:
  * Progress bars
  * Lesson statuses
* Custom app [**icon**](./how-to-create-a-branded-mobile-app-icon), [**app name**](./how-to-write-and-update-your-app-store-description-for-your-branded-mobile-app), app store description
* Custom screenshots
* Custom screens (welcome, onboarding carousel, links menu)

### Additional functionality

* In-App Offers
* Push Notifications
* Variant screens for segments
* Custom widgets
* External purchase links (U.S. only)
* Full Admin Access via email

### Setup & maintenance

* Requires Apple Developer, Google Developer, Google Cloud Accounts, and DUNS number
* Apple approval: 1–2 weeks
* Google approval: 6–8 weeks (closed testing)
* App submissions may be rejected, sometimes requiring Hero action

## Comparison summary

| Feature                      | Kajabi Mobile App (KMA)                             | Branded Mobile App (BMA)                                           |
| ---------------------------- | --------------------------------------------------- | ------------------------------------------------------------------ |
| **Cost**                     | Free                                                | \$199/mo add-on (included in Pro plan)                             |
| **Customization**            | Brand color, site icon                              | Full branding, custom screens, icons, screenshots                  |
| **Additional Functionality** | Admin login for community management                | In-App Offers, Push Notifications, Variant screens, Custom widgets |
| **Setup & Maintenance**      | No setup required, Kajabi handles all updates       | Requires developer accounts, 1-8 weeks for approval                |
| **Best For**                 | Heroes who want a quick, no-setup mobile experience | Heroes who want a fully customized app under their own brand       |


# Manage refunds for in-app purchases
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/managing-refunds-for-in-app-purchases

Handle refunds for purchases made through Apple and Google in a Branded Mobile App.

**Refunds** for purchases made in-app are different from refunds issued for purchases made through the website checkout on Kajabi. In order for customers to request a refund for a purchase made in-app, they will need to go through Google or Apple.

Resources for customers to request a refund:

* [Requesting Refunds to Android In-App Purchases](https://support.google.com/googleplay/answer/2479637?hl=en)

## Google: Manage product access with Google refunds

Product access will have to be managed manually when a refund occurs in Google. In order for Kajabi to track and revoke product access, you will need to provide Kajabi with some information.

1. Log in to the [Google Play Console](https://developer.android.com/distribute/console)
2. Click **Order Management**:

<img alt="Order Management" />

3. Open the order marked as "refunded" by clicking the **blue right arrow**
4. Click **Copy Purchase Token** near the center of the screen:

<img alt="Copy Purchase Token" />

5. Then, [submit a Branded App ticket](https://help.kajabi.com/hc/en-us/requests/new?ticket_form_id=23471936330779\&tf_24157948672411=bma-intake-form_support) with Kajabi and include the purchase token ID for Kajabi to identify the customer and revoke product access.

<Warning>
  **Important:**
  In-App Purchase refunds are handled differently from traditional Kajabi offer refunds because of some nuanced rules with Apple and Google. **Specifically, when a refund occurs, the default behavior is that access to the content is immediately revoked.** If you would like to re-grant this offer to the customer, you are absolutely welcome to do so, but keep in mind that refunds can trigger without your knowledge by Google or Apple due to them being the arbiter of any and all refunds or disputes.
</Warning>


# Manual vs. automatic updates in the Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/manual-vs-automatic-updates-in-the-branded-app

Identify which Branded Mobile App features update automatically and which require manual updates.

Some features in the **Branded Mobile App** are automatically updated, while others require a manual update. Understanding the difference helps you plan when changes will take effect.

## Automatically updated

These features are automatically updated and do not require a manual update:

* **All course content** including courses and added modules/lessons/quizzes
* **All community content** including circles, meetups, challenges, and custom pages
* All [customizations](./how-to-customize-your-branded-app) made in the **Branded App Design** tab including welcome screen, onboarding carousel, home page, and custom links
* Any [**in-app offers**](./how-to-create-app-offers-for-your-branded-app) created after the first one has been approved by Apple

## Requires a manual update

These updates require a manual app update to process the changes:

* Changes to [**Brand Assets**](./how-to-update-your-branded-app-brand-assets-or-terms-privacy-links) including app name, app icon, app logo, and app accent color
* Changes to the **App store page** including [App Store Description](./how-to-write-and-update-your-app-store-description-for-your-branded-mobile-app) and [Screenshots](./how-to-update-your-branded-app-screenshots)
* [Terms of Service and Privacy Policy links](./how-to-update-your-branded-app-brand-assets-or-terms-privacy-links)


# Update the target API level for a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/update-your-target-api-level-for-your-branded-app

Meet Google's target API level requirements for an Android Branded App.

If you are receiving the notification that you need to update the **target API level**, Google has identified that the app is targeting an old version of Android:

<img alt="Target API notification" />

Google requires all apps to meet the most up-to-date target API level requirements.

## Update the app

[Learn to update the Android App via the Branded App Settings page](./how-to-publish-your-branded-app-to-the-google-play-store).

Make sure there are no outstanding requirements from Google in the Developer Console in the **App Content** section after clicking into the app:

<img alt="App Content section" />

<Note>
  **Note:**
  These warnings may remain after you have updated the app.
</Note>

If you need any additional support from the Kajabi Branded App team, please [contact us here](https://help.kajabi.com/hc/en-us/requests/new?ticket_form_id=23471936330779).


# Use universal links (deep links) in a Branded App
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/using-universal-links-deep-links-in-your-branded-app

Configure deep links so a Branded App opens directly to the correct screen from emails, texts, and other apps.

**Universal links** (also known as deep links) allow a Branded App to automatically open and navigate to the correct screen when a user taps a link from email, text messages, other apps, or a mobile web browser.

Kajabi's Branded App fully supports universal links for a wide range of Community, Course, and Product experiences. The following sections describe which deep links are supported and how to enable Associated Domains to ensure the app can use Universal Links.

## What types of deep links are supported?

### Community links

**Posts & Discussions**

* Direct links to individual community posts
* Links to posts within a specific channel
* Links to channel/circle pages

**Community Features**

* Community home page
* Meetups and events
* Individual meetup pages
* Resources
* Live events
* Leaderboards
* Challenges

**Email Notifications**

Links inside these emails will open directly in the app:

* Community mention notifications
* Reply notifications
* Direct message notifications

### Course & product links

Universal links are supported for:

* Direct links to specific courses or products in the user's library
* Direct links to individual lessons within a course

## Where universal links work

Universal links work across the following surfaces:

* Email clients (Gmail, Apple Mail, Outlook, etc.)
* SMS/text messages
* Other apps that render clickable URLs
* Safari and Chrome mobile browsers
* Push notifications (when the link is included in the payload)

## Enable universal links for an iOS Branded App

### Open Apple Developer identifiers

1. Log in to the Apple Developer account
2. Visit: [https://developer.apple.com/account/resources/identifiers/list](https://developer.apple.com/account/resources/identifiers/list)
3. You'll see a list of all app identifiers

### Select the app

1. Click the **Identifiers** tab
2. Select the app from the list to open its capability settings

### Enable Associated Domains

1. Scroll through the list of capabilities
2. Locate **Associated Domains**
3. Toggle it **on**
4. Click **Save** to apply the changes

This enables the app to handle Universal Links:

<img alt="Associated Domains setting" />

### Update Kajabi Branded App settings

1. Return to the Kajabi dashboard
2. Go to **Settings** > **Branded App Settings**
3. Click **Revisit Apple**, then navigate to the **App ID** section

<img alt="Revisit Apple settings" />

### Confirm the capability is enabled

1. Check the box confirming you have enabled the **Associated Domains** capability in Apple
2. Click **Continue** and save the changes throughout the flow

### Trigger a build update

After this has been enabled, you need to submit a build update to the respective app stores for approval. [Learn how to update the Branded App in the Apple App Store and Google Play Store](./how-to-update-your-branded-app-in-the-apple-app-store-and-google-play-store).

### **Use universal links in Email Campaigns (iOS)**

If you have a Branded Mobile App and include universal links in your Kajabi Email Campaigns, those links may open in Safari on iOS instead of deep-linking directly into your app. This breaks the experience for your members. 

Follow the steps below to disable Kajabi’s click tracking and allow iOS to handle the link as a true universal link and open it in your Branded Mobile App.

<Note>
  **Important:** This workaround applies only to Heroes with a Branded Mobile App who include universal links in Email Campaigns and it only affects iOS.

  Applying **disable-tracking="true"** will disable click tracking for any link where it is used.
</Note>

**Add disable-tracking to a link in an Email Campaign**

1. Open the Marketing tab and click Email Campaigns from the Dashboard.
2. Select the email you would like to edit.
3. Navigate to the email’s text field.
4. Click the Source Code button inside the toolbar.
5. Locate the \<a> tag for the universal link. It will look similar to:
   ```text theme={null}
   <a href="https://yoursite.com/your-link">Link text</a>
   ```
6. Add disable-tracking="true" inside the \<a> tag, like this:
   ```text theme={null}
     <a href="https://yoursite.com/your-link" disable-tracking="true">Link text</a>
   ```
7. Click Ok to save your changes.

## Enable universal links for an Android Branded App

There are no additional steps required to support universal links in an Android Branded App. You just need to make sure the app is on the latest version.


# Prevent or resolve a Branded App rejection from the App Store or Google Play
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/what-should-i-do-if-my-branded-app-is-rejected-by-the-app-store-or-google-play

Best practices to improve the app submission and approval process.

If you receive a rejection notice after you submit a **Branded App** to the [Apple App Store](https://appstoreconnect.apple.com/login) or [Google Play](https://developer.android.com/studio/publish), the expert team at Kajabi will review the issue and determine what action is needed to correct the problem and create a successful resubmission.

If you added us as an account admin during the intake process, the Kajabi team should also see the rejection notice and reach out to you via email with next steps. If you don't receive a follow-up email from Kajabi, please email the dedicated team at [bma.support@kajabi.com](mailto:bma.support@kajabi.com).<br />

## Pre-launch checklist

### Best practices for a successful app approval

To ensure a smooth submission process and minimize the risk of rejection from Apple and Google, adhere to the following guidelines:

* **Maintain BMA legal pages:** Do not unpublish or delete the Branded Mobile App Privacy Policy or Terms of Service pages created by our team. These pages are mandatory for App Store compliance.
* **Preserve the V1 Test Product:** Do not delete the "V1 Test Product," as it is essential for the initial build and verification process.
* **Protect reviewer access:** Do not edit, customize, or remove the (hidden) BMA app reviewer test contact. This account is specifically used by App Store reviewers to verify your app's functionality.
* **Do not alter the review Offer:** Avoid modifying or deleting the "Branded Mobile App Review Access" Offer. This ensures reviewers have the correct permissions to access and test your content.
* **Use original assets:** Ensure all metadata — including logos, graphics, and icons — is original and complies with copyright standards.
* **Avoid external payment links:** Do not add or customize external payment mechanisms (such as third-party checkout links) while the app is in the approval phase. These often lead to immediate rejection.
* **Adhere to professional content standards:** Ensure your app name, description, and graphics do not contain profanity or offensive terms.
* **Provide substantial content:** To ensure reviewers can fully test the app's functionality, your app should contain at least one Course product with 3–5 modules and at least 3–5 videos.
* **Include a "Contact Us" page:** Both Apple and Google review your linked website to ensure members have a clear way to reach you. Maintaining a dedicated "Contact Us" page is a requirement for approval.


# Address a Google Play Console termination warning
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/what-to-do-if-your-google-play-console-warns-that-your-app-is-at-risk-of-being-terminated

Complete the required action items to prevent a Google developer account from being closed.

If the **Google Play Console** displays a warning that a developer account is at risk of being terminated or closed, you need to address the action items to avoid losing the account.

## Google Play Console warning

If you are receiving the following notification due to inactivity ("Your developer account is at risk of being closed because it's not being used"), you will need to address the action items that require attention in the Google Play Console account:

<img alt="Google Play Console Warning" />

## Log into Google Play Console

1. Log into the [Google Play Console](https://play.google.com/console) and make sure that you are not clicked into a specific app.

## App content

1. Navigate to the App Content page located in the left sidebar of the Google Play Console:

<img alt="App Content" />

## Address the action items

1. Follow the on-screen instructions to complete any action items that require attention.

For example:

<img alt="Action items example" />

If you need any additional support from the Kajabi Branded App team, please [contact us here](https://help.kajabi.com/hc/en-us/requests/new?ticket_form_id=23471936330779).


# Select Branded App data privacy options for Apple App Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/what-to-select-for-branded-app-data-privacy-for-apple-app-store

Submit data collection and privacy information for an iOS Branded App in App Store Connect.

Customers need to know how you'll handle their personal **data privacy** information prior to downloading the app. All app providers are required to provide this information when submitting their app for publication. The following sections walk through how to share the types of data an iOS app will collect.

## Why am I being asked to provide data safety information?

Customers need to know how you'll handle their personal data prior to downloading the app. All app providers are required to provide this information when submitting their app for publication.

## Complete the form to submit the data

Enter the selections into the **App Privacy** information form in the App Store dashboard as directed in this guide. Any options not listed here can be left unchecked.

**To complete the App Privacy form:**

1. Under **Trust & Safety** in the left menu, click **App Privacy**.

<Note>
  **Note:**
  If you're not already logged into [App Store Connect](https://appstoreconnect.apple.com/), first login and select the Branded App icon to get to the App Privacy menu.
</Note>

2. Then, click **Get Started**:

<img alt="Get Started" />

On the Data Collection popup modal that appears:

3. Select **Yes, we collect data from this app**
4. Click **Next**:

<img alt="Data Collection" />

You'll be presented with a page of additional Data Collection information:

<img alt="Data Collection page" />

Scroll down to the **Contact Info** section.

### Contact Info

Check the checkbox next to:

* **Email Address:**

<img alt="Email Address" />

Skip past the next few sections and continue to scroll down the list to the **Identifiers** section.

### Identifiers

Check the checkbox next to:

* **User ID**

Skip down to the **Usage Data** section next.

### Usage Data

Check the checkbox next to:

* **Product Interaction**

### Diagnostics

Check the checkboxes next to:

* **Crash Data**
* **Other Diagnostic Data**

The remaining checkboxes can be left unselected.

5. Click **Save**:

<img alt="Save" />

An "Additional Setup Required" notification will pop up to inform you that you'll finish setting up the data types on the following page.

6. Click **OK** to close the notification popup. You're already on the correct page.

The additional questions you'll need to answer can be accessed by clicking into a set of gray boxes under **Data Types**. First, locate the gray box beneath Data Types > Contact Info > Email Address:

<img alt="Data Types setup" />

### Contact Info

#### Email Address

1. Click **Set Up Email Address**:

<img alt="Set Up Email Address" />

2. Check the checkbox next to **App Functionality**
3. Click **Next**:

<img alt="App Functionality" />

4. Select **Yes, email addresses collected from this app are linked to the user's identity**
5. Click **Next**:

<img alt="Email linked" />

6. Review the information about Tracking and Third-Party Data and click **Next**
7. Review the tracking examples and click **Next**
8. Select **No, we do not use email addresses for tracking purposes**
9. Click **Save**:

<img alt="Email tracking" />

Scroll down to the **Identifiers** section.

### Identifiers

#### User ID

1. Click **Set Up User ID**:

<img alt="Set Up User ID" />

2. Check the checkbox next to **App Functionality**
3. Click **Next**:

<img alt="User ID App Functionality" />

4. Select **Yes, user IDs collected from this app are linked to the user's identity**
5. Click **Next**:

<img alt="User ID linked" />

6. Select **No, we do not use user IDs for tracking purposes**
7. Click **Save**:

<img alt="User ID tracking" />

Scroll down to the **Usage Data** section.

### Usage Data

#### Product Interaction

1. Click **Set Up Product Interaction**:

<img alt="Set Up Product Interaction" />

2. Check the checkbox next to **Analytics**
3. Check the checkbox next to **App Functionality**
4. Click **Next**:

<img alt="Product Interaction settings" />

5. Select **No, product interaction data collected from this app is not linked to the user's identity**
6. Click **Next**:

<img alt="Product Interaction linked" />

7. Select **No, we do not use product interaction data for tracking purposes**
8. Click **Save**:

<img alt="Product Interaction tracking" />

Scroll down to the **Diagnostics** section.

### Diagnostics

#### Crash Data

1. Click **Set Up Crash Data**:

<img alt="Set Up Crash Data" />

2. Check the checkbox next to **App Functionality**
3. Click **Next**:

<img alt="Crash Data App Functionality" />

4. Select **No, crash data collected from this app is not linked to the user's identity**
5. Click **Next**:

<img alt="Crash Data linked" />

6. Select **No, we do not use crash data for tracking purposes**
7. Click **Save**:

<img alt="Crash Data tracking" />

#### Other Diagnostic Data

1. Click **Set Up Other Diagnostic Data**:

<img alt="Set Up Other Diagnostic Data" />

2. Check the checkbox next to **App Functionality**
3. Click **Next**:

<img alt="Other Diagnostic App Functionality" />

4. Select **No, other diagnostic data collected from this app is not linked to the user's identity**
5. Click **Next**:

<img alt="Other Diagnostic linked" />

6. Select **No, we do not use other diagnostic data for tracking purposes**
7. Click **Save**:

<img alt="Other Diagnostic tracking" />

8. Scroll up to the top right corner of the page and click **Publish** to save the data privacy information
9. Click **Publish** again in the popup modal to confirm

You can now return to the Kajabi app and click **Complete** to finish the iOS app intake process.


# Select Branded App data types and data safety for Google Play Store
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/what-to-select-for-branded-app-data-types-and-data-safety-for-google-play-store

Upload a CSV file to Google Play Console to submit Android data safety information for a Branded App.

Customers need to know how you'll handle their personal data prior to downloading the app. All app providers are required to provide **data safety** information when submitting their app for publication. The following sections walk through how to upload a CSV file to Google Play Console to submit Android data safety information.

## Why am I being asked to provide data safety information?

Customers need to know how you'll handle their personal data prior to downloading the app. All app providers are required to provide this information when submitting their app for publication.

## Import data safety information

Download a CSV file of data using the link provided in this guide and then upload the file on the **Data safety** page in Google Play Console.

<Note>
  **Note:**
  We strongly recommend double checking to verify that everything looks correct to you and is accurate for the specific business before submitting.
</Note>

**To download the CSV file:**

1. First, click here to open the CSV file in a different browser tab: [**Data Types CSV File**](https://drive.google.com/file/d/1WmpkqhRtNWtCVHSof-X8TviBzUvM_l9i/view)
2. Click the **Download** icon at the top right of the CSV preview screen. The CSV file will download to the computer locally.

**To import the CSV file:**

1. On the [Google Play](https://play.google.com/console) dashboard, expand the tasks under "Set up your app." Or, navigate to **Policy and programs** > **App content** in the left menu.
2. Select **Data safety**
3. An overview tutorial will appear in a popup modal. Click **Next** at each prompt, then click **Start** to exit the overview.
4. On the **Data safety** page, click **Import from CSV** at the top right:

<img alt="Import from CSV" />

5. Upload the CSV file and click **Save**
6. Press **Next** each time you're prompted until you see the final confirmation page:

<img alt="Store Listing Preview" />

7. Confirm that all of the information is correct, then click **Save**:

<img alt="Save button" />

Return to the Google Play dashboard to continue the next steps of the app intake process.


# Update Kajabi settings for an iOS app transfer
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/what-to-update-in-kajabi-for-your-ios-app

Update Team ID, App ID, Push Notification Key, and API Key in Kajabi after transferring an iOS app.

After completing the [**iOS app** transfer process](/articles/mobile-apps/branded-app/how-to-complete-the-ios-app-transfer-process) to an Apple Developer account, the following Kajabi settings need to be updated.

## Update the Team ID

First, update the Team ID in the Branded App iOS settings.

**To open the Branded App iOS settings:**

1. Log into the [Kajabi account](https://app.kajabi.com/login)
2. Select **Settings** at the lower left corner of the Kajabi dashboard
3. Then, select **Branded Mobile App Settings**:

<img alt="Branded App Settings" />

4. Navigate to iOS and click **Revisit iOS**:

<img alt="Revisit iOS" />

5. Select **Team ID** from the left navigation menu
6. Then, log into [The Apple Developer Site](https://developer.apple.com/account) in a different browser tab (keep this tab open)
7. Scroll down the page to "Membership details"
8. Copy the Team ID and paste it into the **Team ID** field in Kajabi:

<img alt="Team ID" />

## Update the App ID

Next, add an identifier and add the bundle ID:

1. Select **App ID** from the left navigation menu
2. Then, [log into Apple Identifier](https://developer.apple.com/account/resources/identifiers/list) using a different browser tab (keep this tab open)
3. Click on **Identifiers** in the middle column under **Certificates, IDs, & Profiles**
4. Follow the steps on the screen to create the identifier

<Note>
  **Note:**
  Description: The App name. Bundle ID: you should have the unique ID on the screen.
</Note>

<img alt="Bundle ID" />

## Update the Push Notification Key

Next, add a Push Notification Key and upload the Push Notification Key file:

1. Select **Push Notification Key** from the left navigation menu in Kajabi
2. Follow the steps on the screen to create and download the key file in App Store Connect
3. Then, click **Upload Push Notification Key** and select the APNS Key file:

<img alt="Push Notification Key" />

## Update the API Key

Update the API Key ID and Issuer ID, and upload the API Key:

1. Select **API Key** from the left navigation menu in Kajabi
2. Follow the steps on the screen to create and download the key in App Store Connect
3. Copy the Issuer ID and paste it into the **Issuer ID** field in Kajabi
4. Then, copy the Key ID and paste it into the **Key ID** field in Kajabi
5. Finally, click **Upload API Key** and select the API Key file:

<img alt="API Key" />

## Add the In-App Purchase API Key

Finally, you'll also need to upload an In-App Purchase API Key for the app.

**To create the In-App Purchase API Key:**

1. Log into the [App Store Connect](https://appstoreconnect.apple.com/) dashboard in a separate browser tab
2. Select **Users and Access**
3. Select **Integrations**
4. Select **In-App Purchase**
5. Click the blue "+" sign to create an API Key:

<img alt="Blue Plus Button" />

6. Enter any **Name** for the key, then click **Generate**:

<img alt="Name Key" />

7. Next, click **Download In-App Purchase Key** to download the key:

<img alt="Download Key" />

8. Click **Download** again to confirm. You can only download the key once, so make sure to store it in a secure location:

<img alt="Confirm Download" />

9. Navigate back to the Kajabi Branded App settings
10. Select **In App Purchase Key** from the left navigation menu
11. Copy the Issuer ID and paste it into the **Issuer ID** field
12. Copy the Key ID and paste it into the **Key ID** field
13. Click **Upload In-App Purchase Key** and select the key file


# Branded Mobile App community updates
Source: https://help.kajabi.com/articles/mobile-apps/branded-app/whats-new-with-the-branded-mobile-app

Explore the latest updates to the Branded Mobile App community experience.

The **Branded Mobile App** includes major updates to the Community experience. The following sections cover the latest improvements and upcoming features.

## Recent updates

The native Community experience offers major design and performance improvements. You will see improved performance in the following areas:

* **Feed Browsing and Engagement:** Browse the main community feed and view all post types with author names, timestamps, live reaction counts, and pinned posts
* **Post Creation and Editing:** Create posts with images or videos, text formatting, and @-mentions. You can edit posts anytime without losing content
* **Comments and Threaded Replies:** Maintain full conversations with support for images and videos in comments and replies
* **Rich-Media Rendering:** Experience improved link previews, swipeable photo/video carousels, and inline video playback
* **Navigation:** Improved menu navigation
* **Notification Inbox:** Click into the Bell icon to see unread notifications. You also have the ability to filter and view past notifications
* **Circle Browsing & Engagement:** Engage in specific circles with the same tools as the main feed
* **Direct Messaging:** Send private messages to other members, with deep links to specific conversations
* **Admin Login:** Use Kajabi login credentials to manage Community as a founder, admin, or moderator

<Note>
  **Note:**
  The following features are coming soon and will roll out over the upcoming weeks and months. Apps must be on version 4.0.3 or higher to see these updates.
</Note>

## What's next

* Dark Mode
* Search functionality


# Manage push notifications in the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/can-users-enable-and-disable-push-notifications-from-the-kajabi-mobile-app

Enable and disable push notifications from the Kajabi Mobile App through phone settings.

Yes, customers can enable and disable **push notifications** from the Kajabi Mobile App directly through their phone settings.

For more information on enabling and disabling push notifications through phone settings, refer to the following guides:

* Apple's guide on how to [Change notification settings on iPhone](https://support.apple.com/guide/iphone/change-notification-settings-iph7c3d96bab/ios)
* Google's guide on how to [Control notifications on Android](https://support.google.com/android/answer/9079661?hl=en)


# Customize the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/customizing-the-kajabi-mobile-app

Add a custom icon and color scheme to reflect your personal branding in the Kajabi Mobile App.

Adding a custom icon and color scheme to reflect your personal branding creates a consistent and fluid user experience for your customers. Follow this guide to customize your **Kajabi Mobile App**.

<div>
  <iframe />
</div>

## Change the site icon for the mobile app

1. Click **Settings** from the Dashboard
2. Click into **Mobile App Settings**
3. In the **Mobile Icon** section, click **Select Image**
4. Upload the desired image and click **Save**
5. Your icon will then be displayed in the site drawer of the Kajabi Mobile App:

<div>
  <iframe />
</div>

## Select the mobile app color palette

To customize your Mobile App Colors, log into your Kajabi Account to access your Mobile App Settings in a web browser:

1. Open the **Settings** tab from the Dashboard
2. Select **Mobile App Settings**
3. Navigate to the **App Colors** section
4. Select the color palette that best fits your design vision
5. Click **Save** to apply
6. Once logging in to your Product on the Mobile App, you will see the selected color scheme:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  If you are not seeing the color scheme in your Mobile App, try refreshing the app or closing the app and reopening it.
</Tip>

## Color palette options

Select one of the created color schemes to be applied to all your Products in the Kajabi Mobile App to further your branding and tone.

<img alt="Color palette options" />

## FAQs

### Why can't I customize the color scheme?

The Mobile App Color Palette is designed according to the [Web Accessibility Guidelines](https://www.w3.org/WAI/fundamentals/components/), ensuring that content is accessible to everyone, regardless of disability or user device. Each color includes a primary and a secondary color that can be previewed when customizing your App Colors in a web browser.


# Download and log in to the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/downloading-logging-in-to-the-kajabi-mobile-app

Access all of your Kajabi Courses in one convenient place.

The **Kajabi Mobile App** lets you keep watching your content even away from your computer. Access all of your Kajabi Courses in one convenient place, no matter which expert you are learning from.

Download the Kajabi Mobile App for free and experience the ease of one-touch access for yourself.

[<img alt="Download on App Store" />](https://apps.apple.com/us/app/kajabi/id1485646310)

[<img alt="Get it on Google Play" />](https://play.google.com/store/apps/details?id=kajabi.kajabiapp)

<Note>
  **Note:**
  Looking for the Kajabi app to manage your own site? Learn more about the [Creator app](../../mobile-apps/kajabi-creator-app/kajabi-creator-mobile-app).
</Note>

<Note>
  **Note:**
  Changes have been made to the interactive features of the Kajabi iOS mobile app that affect the Community, post comments, and assessments. [Learn more about the Kajabi iOS mobile app changes and what they mean for you](../branded-app/kajabi-branded-app-overview).
</Note>

## Log in to the Kajabi Mobile App

1. Open the Kajabi Mobile App and click **Get Started**
2. Enter the email address used at checkout. You will then be directed to confirm your account via email
3. Confirm your account on your device by clicking **Confirm Email Address**. (Alternatively, copy the six-digit code in the email and paste it into the Kajabi App):

<div>
  <iframe />
</div>

4. Once the email is confirmed, click **Open Kajabi App**
5. You will then see your library. Select the Courses you wish to use on the mobile app
6. Once it has finished loading, you can use the mobile app for your selected Courses:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  If you are experiencing issues logging in, see the [Kajabi App troubleshooting guide](./troubleshooting-kajabi-mobile-app-issues).
</Tip>


# Get started with the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/getting-started-with-kajabi-mobile-app

Understand the benefits of the Kajabi Mobile App compared to mobile browser access.

The **Kajabi Mobile App** provides your customers with a superior experience compared to accessing content through a mobile browser. The app enhances the way your customers experience your content in an easy-to-use, engaging, and on-the-go design.

## Access content with one touch

When trying to access your content with a mobile browser, your customers need to remember the URL of your Course and the login they created when they purchased.

Your customers might have those bookmarks saved on their computer at home, but that doesn't help when they want to pull up your Course to listen to while riding the train or driving long commutes.

The Kajabi Mobile App puts your content one tap away, with no logins to remember.

When your customers download the app, they sign in once using a "magic link" and then they never have to worry about typing in a URL or password ever again.

Just one tap to open the app — that's it.

<Tip>
  **Tip:**
  You can include a link pointing to **kajabimobileapp\://** on your website. This will open the Kajabi Mobile App on a person's device if they have it installed.
</Tip>

## Enable push notifications for instant engagement

Push notifications are perhaps the biggest engagement win inside the app vs. using the mobile browser experience.

They put your important updates front and center on the screen your customers look at the most so that they're received as quickly as a text message.

With push notifications, you are never more than an arm's length away from engaging with your customers on the go.

<img alt="Push notifications" />


# Download files on Kajabi Mobile App (iOS)
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/how-to-download-files-on-kajabi-mobile-app-ios

Save files from the Kajabi App to an iOS device.

iOS devices allow you to download PDFs, Word, Excel, PowerPoint, .zip, .txt, .mp3, .M4a, .wav, .mov, and more. Follow these steps to download a file from the **Kajabi App** to your iOS device.

<Note>
  **Note:**
  The current Kajabi App does not preview downloadable files, but downloading files to your iOS device is still possible by following the steps below.
</Note>

## Download content from inside the Kajabi App

1. Click the content you would like to download from inside the **Downloads** section of a lesson. In this example, we are downloading a PNG file:

<img alt="Downloads section" />

2. Next, you will have the available options for how you can save the file. This will vary by file type, but we recommend choosing **Save to Files**:

<img alt="Save options" />

3. At this point, you may rename the file and select a specific location before saving it. Once you're done, click **Save**:

<img alt="Save to Files" />

4. Your saved downloaded file can then be found in the folder or application you chose. In this example, because we saved our downloaded content to Files, it will be found in the **Files** app:

<img alt="Files app" />


# Preview the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/how-to-preview-the-kajabi-mobile-app

View Products from the perspective of customers in the mobile app.

As a Kajabi Admin, you can preview how your Products appear to customers in the **Kajabi Mobile App**. This requires creating a test Contact with an alternate email address.

<div>
  <iframe />
</div>

## Create a test Contact

To view your Product in the mobile app from the perspective of your customers, create a Contact with an alternate email address to your admin login and grant yourself an Offer.

1. Select the **Contacts** tab from your Dashboard
2. Click **Add Contacts**
3. Add yourself using an alternate email address to your admin login. If you don't have one, it only takes a few minutes to create and verify an email address
4. Once you have added yourself as a Contact, grant that Contact an Offer. [Learn more about granting an Offer](../../sales/offers/how-to-grant-an-offer)
5. You will then receive a [Grant Confirmation email](../../account-settings/notifications/edit-automated-email-notifications). Follow the instructions in the email to verify your account:

<div>
  <iframe />
</div>

## Log into the Kajabi Mobile App

Using that alternate email account, log in to the Kajabi Mobile App:

1. Open the Kajabi Mobile App. Use your test Contact email in the **Email Address** field after pressing **Get Started**
2. This will send you through the email verification process. You can now see your Products from the perspective of your customers
3. You and your members are able to access Courses, Coaching, and private Podcast products from the Kajabi Mobile App

<div>
  <iframe />
</div>


# Resolve access issues with the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/how-to-resolve-access-issues-with-the-kajabi-mobile-app

Troubleshoot and resolve common access issues with the Kajabi Mobile App.

If you are having difficulty accessing your Kajabi account through the **Kajabi Mobile App**, the steps below cover the most common fixes — from clearing your cache to resetting your password.

## Clear cache and reinstall the app

Clearing the cache and reinstalling the app can resolve many access issues.

### For iOS

1. Press and hold the app icon on your home screen until it starts to jiggle. Tap the **X** to delete the app.
2. Hold the power button and slide to power off. Wait a few seconds, then turn the device back on.
3. Go to the **App Store**, search for *Kajabi*, and reinstall the app.

### For Android

1. Go to **Settings** > **Apps** > **Kajabi** > **Uninstall**.
2. Hold the power button and select **Restart**.
3. Open the **Google Play Store**, search for *Kajabi*, and reinstall the app.

## Verify email and confirm access

Ensure that the email is verified and access has been confirmed through the email link.

1. Log into the email account using a web browser.
2. Check for a confirmation email from Kajabi with a subject like "Confirm Your Email Address."
3. Open the email and click the **Confirm Email Address** button.
4. After confirming, tap **Open Kajabi App** in the email to access the account.

## Reset the password

If you cannot log in, resetting the password might help.

1. Go to the login page.
2. Click **Forgot Password?** and enter the email address, then submit the form.
3. Check the email inbox for a password reset email from Kajabi.
4. Follow the instructions in the email to create a password.
5. Try logging in again using the email and password in the Kajabi Mobile App.


# Update the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/how-to-update-the-kajabi-mobile-app

Keep the Kajabi Mobile App current with the latest version on iOS and Android.

Keeping the **Kajabi Mobile App** updated ensures you have access to the latest features and bug fixes. Use this guide to update the app on both iOS and Android devices.

## Manually update the app on an Apple device

To update the Kajabi Mobile App manually on an iOS device:

1. Open the **App Store**
2. Tap your **profile icon** at the top of the screen
3. Pull down to refresh this page
4. Scroll to see the pending Kajabi app update. Tap **Update** next to the Kajabi app to update the app

<img alt="iOS update screen" />

## Manually update the app on an Android device

Depending on mobile device settings, apps may update automatically or can be updated manually.

To update the Kajabi Mobile App manually on an Android device:

1. Open the Google Play Store app
2. Open the **Menu**
3. Select **My apps & games**
4. Locate the Kajabi application under the "Updates pending" section
5. Click **Update**:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you do not see the Kajabi Mobile App in the list of updates pending, you may have the latest version installed and may not require an update.
</Note>


# Troubleshoot Kajabi Mobile App issues
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/troubleshooting-kajabi-mobile-app-issues

Find solutions for common Kajabi Mobile App problems and errors.

The **Kajabi Mobile App** may occasionally behave unexpectedly due to outdated versions, confirmation link issues, or account-level problems. Use this guide to diagnose and resolve the most common issues on both iOS and Android devices.

<Note>
  **Note:**
  If your mobile device is using a developer, beta, or otherwise early-access operating system version such as those available through Android Beta or Apple's iOS Public Beta, you may encounter errors when using the Kajabi App. These alternative versions are often unfinished or used as testing grounds for platform-specific bugs that can affect third-party applications.
</Note>

## Resolve an unresponsive app or unexpected quitting

If the Kajabi Mobile App is unresponsive or quitting unexpectedly, you may need to update the app to the latest version, force close the app, or restart your device.

### iOS devices (iPhone)

#### Update the app

If you haven't updated the Kajabi Mobile App in a while, your app may not operate as expected. Follow Kajabi's guide on [how to manually update the Kajabi Mobile App on your iOS device](./how-to-update-the-kajabi-mobile-app#manually-update-the-app-on-an-apple-device).

If you need further assistance, refer to [Apple's guide for updating your Apple apps](https://support.apple.com/en-us/HT202180).

#### Force close the app to reset and clear its memory

If your Kajabi Mobile App is updated to the latest version and continues to remain unresponsive, the app may be stuck or overloaded.

See [Apple's guide for force closing apps](https://support.apple.com/en-us/HT201330) to force close the app to reset and clear its memory.

#### Restart the iOS device

Follow [Apple's guide on how to restart your iPhone](https://support.apple.com/en-us/HT201559).

#### Log in using a mobile web browser

Logging in to a customer account using a device's mobile web browser will help determine if the issue is specific to the Kajabi Mobile App or if there is an issue with the customer account.

If you are able to log in using the device's mobile web browser but are still experiencing mobile app issues, [contact our support team](../../resources/support/how-to-contact-kajabi-support).

### Android devices (Galaxy, Pixel, etc.)

#### Update the app

First, check that the Kajabi App is up to date with the latest version in the Google Play app:

1. Open the **Google Play app**
2. Click the **three horizontal lines** at the top of the screen
3. Select **My apps & games**
4. Choose to **Update all**, or go through each app and update only the ones needed

If you need further assistance, refer to [Google's guide for updating your Android apps](https://support.google.com/googleplay/answer/113412?hl=en).

#### Force stop the app to reset and clear its memory

If your Kajabi Mobile App is updated to the latest version and continues to remain unresponsive, the app may be stuck or overloaded.

Force stop the app to reset and clear its memory:

1. Open **Android Settings**
2. Scroll down and open **Apps** or **Application Manager**
3. Locate Kajabi in the list of apps
4. Select **Kajabi**
5. Click **Force Stop**

If you need further assistance, refer to [Google's guide on force stopping an Android app](https://support.google.com/android/answer/2668665?hl=en#zippy=%2Cforce-stop-the-app).

#### Restart the Android device

Since restarting an Android device varies by device, research the specific Android device online or contact the device's manufacturer for further instructions on how to restart the device.

#### Log in using a mobile web browser

Logging in to a customer account using a device's mobile web browser will help determine if the issue is specific to the Kajabi Mobile App or if there is an issue with the customer account.

If you are able to log in using the device's mobile web browser but are still experiencing mobile app issues, [contact our support team](../../resources/support/how-to-contact-kajabi-support).

## Locate a missing confirmation email

After a customer's email address has been entered in the Kajabi Mobile App, they will be prompted to open their device's email app to confirm the email address.

In order for the Kajabi Mobile App to connect to the customer's email address, the link must be clicked on the device with the Kajabi Mobile App installed.

Example confirmation email:

<img alt="Confirmation email" />

If the email address entered into the Kajabi Mobile App is not connected to the mobile device's email app, the confirmation email may not appear on the device.

If this is the case, forward the email from our support team to the email address connected to the mobile device.

<Note>
  **Note:**
  The confirmation link is a single-use link and will expire after the first click. Forward the email before clicking **Confirm Email Address** to ensure that the link does not expire.
</Note>

### Check spam or junk mail folders

Sometimes the confirmation email sent by Kajabi can end up in spam or junk mail folders.

Be sure to double check spam or junk mail folders to ensure the confirmation email has not been overlooked.

If you are still unable to locate the confirmation email in spam or junk mail folders, [contact our support team for further assistance](../../resources/support/how-to-contact-kajabi-support).

<Note>
  **Note:**
  Be sure to check the email inbox frequently to avoid the 2-hour link expiration. If the link expires before confirmation, reinstall the app to re-enter the email address and receive a link.
</Note>

## Resolve an expired confirmation link

<img alt="Link expired" />

### The link has exceeded the 2-hour expiration time

If the link has passed its expiration time, uninstall and reinstall the app to enter the email address again.

Then, return to the email inbox to open the confirmation link.

<Tip>
  **Tip:**
  Remove previous confirmation emails to ensure that the correct confirmation link is clicked.
</Tip>

### The link has already been clicked

The confirmation link is a single-use link. If you are receiving this message within the 2-hour time frame, the link may have already been clicked.

Return to the email inbox and delete the confirmation email. This will help avoid any confusion when receiving a confirmation email.

After removing previous confirmation emails, uninstall and reinstall the Kajabi Mobile App to re-enter the email address. A link will then be sent.

Proceed to confirm the email address from the device used to install the Kajabi Mobile App.

## Resolve repeated email confirmation prompts

If you have clicked the **Confirm Email Address** button on a mobile device and are redirected back to the Kajabi Mobile App and asked to confirm the email address again, follow these steps:

1. Press and hold the **Confirm Email Address** button (1-2 seconds) in the email app until the option appears to open the link in a browser
2. Open the link in the browser and click **Open Kajabi App**:

<img alt="Open in browser" />

<img alt="Browser confirmation" />

<img alt="Open Kajabi App" />

You should no longer be prompted to confirm the email address in the Kajabi Mobile App.

## Help customers use the mobile app

In order to assist your customers, it is important to understand how your customers log in to the Kajabi Mobile App.

Start by reviewing Kajabi's guide on [downloading and logging in to the Kajabi Mobile App](./downloading-logging-in-to-the-kajabi-mobile-app).

### If a customer is unable to log in to the Kajabi Mobile App

Since the Kajabi Mobile App is designed for customer use only, it is important to verify the email address entered into the Kajabi Mobile App matches an email address associated with a valid customer account.

As an Admin, you can assist your customer by confirming they are using a valid customer email address.

Start by asking your customer to confirm the email address they are using to log in to the Kajabi Mobile App.

Then:

1. Navigate to the **Contacts** tab from your Dashboard
2. Locate the email address your customer provided you in your list
3. Ensure there is a checkmark icon attached to their avatar:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Customers can test their email address by [logging into your site with a web browser](./troubleshooting-kajabi-mobile-app-issues) (e.g., Safari, Chrome, Firefox, etc.) on their mobile device. If the email address is not accepted through the web browser they may be using incorrect login information.
</Tip>

### If a customer is able to log in but has no digital Products

Has your customer successfully logged into the Kajabi Mobile App, but there are no digital Products?

As an Admin, you can confirm the Products that your customer should have access to in your Contacts Profile.

Start by asking your customer to confirm the email address they are using to log in to the Kajabi Mobile App.

Then:

1. Navigate to the **Contacts** tab from your Dashboard
2. Locate the email address your customer provided you in your list
3. Click on the customer's name
4. Select the **Products** tab
5. View the Products your customer should have access to:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you are an Admin of your Kajabi site and you are looking to test the Kajabi Mobile App with your Products, follow our guide on [preview Products on the Mobile App](./how-to-preview-the-kajabi-mobile-app).
</Note>

## Resolve Community access issues on the Kajabi Mobile App

Legacy Communities are not available in the Kajabi Mobile App. If you are using the latest version of Kajabi Communities, check that customers have been granted the Offer that includes your Community.


# Use Favorites in the mobile apps
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/use-favorites-in-the-mobile-apps

Save evergreen Course lessons to a per-Course Favorites list in the Kajabi Mobile App and the Branded App.

**Favorites** let members bookmark the lessons they want to return to. Tapping the heart icon on a lesson adds it to a Favorites list for that Course, so members can jump straight back to key material instead of scrolling through modules.

Favorites works the same way in both the Kajabi Mobile App and the Branded App, and a member's favorites stay in sync across their devices and both apps.

<Note>
  **Note:**
  Favorites is available for lessons in evergreen Courses only. It is not available in Cohort Courses, Coaching, or Podcasts.
</Note>

## Favorite a lesson

A member can favorite any lesson in an evergreen Course, regardless of whether the lesson is audio, video, or text.

To favorite a lesson:

1. Open a **Course** in the Kajabi Mobile App or the Branded App.
2. Go to the lesson you want to save.
3. Tap the **heart icon** to add the lesson to Favorites.

Tap the **heart icon** again at any time to remove the lesson from Favorites.

## View favorite lessons

Favorites are organized by Course, so each Course keeps its own list.

To view favorite lessons, open the Course and select **Favorites** from the top bar. The list shows every lesson favorited in that Course.

## FAQs

### Do favorites sync across devices and apps?

Yes. Favorites sync across all of a member's devices and between the Kajabi Mobile App and the Branded App. A lesson favorited on one device appears everywhere the member is signed in.

### Can members favorite a whole Course, Podcast, or Coaching session?

No. Favorites applies to individual lessons within an evergreen Course. It isn't available for Cohort Courses, Coaching, or Podcasts.

### Where do members find their favorite lessons?

Members open the Course and select **Favorites** from the top bar. Each Course keeps a separate Favorites list.


# Email address limits in the Kajabi Mobile App
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/what-is-the-limit-to-the-number-of-emails-a-user-can-add-to-the-kajabi-mobile-app

Understand the number of email addresses customers can add to the Kajabi Mobile App.

There is no limit to the number of email addresses a customer can add to their **Kajabi Mobile App**.

This allows customers that may have purchased multiple Products with different email addresses to access every Product purchased through a single mobile app.

<Note>
  **Note:**
  If a customer adds two different email addresses to their Kajabi Mobile App and both email addresses have purchased the same Product, the progress and info associated with the Product will be connected to the last email address added to the app.
</Note>


# Explore Kajabi Mobile App features
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-app/whats-new-with-the-kajabi-mobile-app

Discover the features available in the Kajabi Mobile App for your members.

The **Kajabi Mobile App** gives your members on-the-go access to Courses, Coaching, Community, and Podcasts from a single, native experience. Each feature below is designed to increase engagement and make content consumption effortless.

## Access the native Community experience

The native Community experience offers major design and performance improvements. You will see faster performance across posting, commenting, and engaging in channels.

This update also brings the ability for you to log in as a Community Admin through the Kajabi Mobile App. To do so, make sure you log in to the app with your admin email. Then you will be able to interact with your Community as an admin.

To access this update, make sure that:

* Your app is on version 4.0.2 or higher
* You have access to the Community, either through a free or paid Offer that includes a Community Access Group

If you don't see the Community in the Kajabi Mobile App, confirm that your app version is current and that your account has Community Access as a member.

## View refreshed Course design and thumbnails

Your website logo will be visible for your members using the Kajabi Mobile App. They will also experience a refreshed UI for Courses and other products in the app.

## Resume where you left off

A **Resume Button** helps your members pick up right where they left off. With just one tap, they are taken directly to their most recently viewed lesson:

<img alt="Resume button" />

## Comment directly in the app

The commenting experience is built directly into the mobile app. Members can view and reply to comments in a streamlined, in-app experience without leaving their Course content:

<img alt="Comments integration" />

## Celebrate lesson completion

When members complete a lesson, a confetti animation plays to mark their progress and maintain high motivation:

<img alt="Confetti celebration" />

## Access Coaching sessions on the go

Members can view their Coaching products right from the app, including:

* Upcoming and past Coaching sessions
* Session details and calendar invites
* Resources or replays shared by the coach

This enables your members to stay on track with their Coaching journey at any time, from anywhere:

<img alt="Coaching sessions" />

## Stream Podcast episodes in the app

The Podcast experience is fully integrated into the Kajabi Mobile App. Members can:

* Stream episodes directly from their device
* View episode notes and descriptions
* Track their listening progress
* Resume where they left off

Perfect for listening while commuting, exercising, or multitasking:

<img alt="Podcast streaming" />

## Keep the app updated

To experience these features, ensure your members are using the latest version of the Kajabi Mobile App from the [App Store](https://apps.apple.com) or [Google Play Store](https://play.google.com).


# Add a video to a lesson with the Creator app
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-creator-app/how-to-add-a-video-to-a-lesson-with-the-kajabi-creator-app

Record or upload a video using the Kajabi Creator mobile app and add it to a lesson.

<div>
  <iframe />
</div>

With the **Kajabi Creator app**, you can record or upload a video and add it to a lesson.

<Tip>
  If you don't see the **Create** tab, visit the [App Store (iOS)](https://www.apple.com/app-store/) or the [Play Store (Android)](https://play.google.com/store/apps) and select **Update** to get the latest features.
</Tip>

## Add a video to an existing lesson

To add your video to an existing lesson using the mobile Creator app:

1. Log into the Kajabi [Creator mobile app](/articles/mobile-apps/kajabi-creator-app/kajabi-creator-mobile-app)
2. From the Dashboard, tap **Create**
3. Choose to either **Record a video** or **Upload a video**
4. Record or select your video and use the **Play** icon to preview. (Optional) Tap **Edit** at the top right to trim your video
5. Tap **Save and continue** to save your video
6. Tap **Search lessons** to find an existing lesson
7. Tap the **Draft** button to toggle to viewing lessons in **Published** status
8. Tap the button displaying a Course title to select a different Course
9. Select the lesson where you wish to add your video
10. Tap **Publish** to add your video to the lesson

<div>
  <iframe />
</div>

## Add a video to a lesson

To add your video to a lesson using the mobile Creator app:

1. Log into the Kajabi [Creator mobile app](/articles/mobile-apps/kajabi-creator-app/kajabi-creator-mobile-app)
2. From the Dashboard, tap **Create**
3. Choose to either **Record a video** or **Upload a video**
4. Record or select your video and use the **Play** icon to preview. (Optional) Tap **Edit** at the top right to trim your video
5. Tap **Save and continue** to save your video
6. Tap **Create a lesson**
7. Tap the **Select course** dropdown menu to select your Course
8. Use the **Select module** dropdown to select your Module
9. Enter a title in the **Enter lesson title** field and tap **Create**
10. Tap **Publish** to add your video to the lesson

<div>
  <iframe />
</div>

## Troubleshooting

### Seeing your video in low resolution?

When you record or upload your file, Kajabi's video partner Wistia encodes the video in various formats to be delivered to all types of devices with varying internet speeds.

It can take up to several minutes for Wistia to finish encoding your video files at high quality. If your video doesn't immediately appear in high resolution, wait about 15 minutes and check again.

### Having trouble uploading a video?

[Check if your video format is supported](../../products/courses/video-formats-supported-by-kajabi) by Kajabi. The maximum file size for video uploads is 4GB. If your video file size is larger than 4GB, use a video file compression tool such as [Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake).


# Explore the Kajabi Creator mobile app
Source: https://help.kajabi.com/articles/mobile-apps/kajabi-creator-app/kajabi-creator-mobile-app

Manage your Kajabi site from anywhere — track performance, review transactions, manage contacts, and create content on the go.

The **Creator mobile app** lets you manage your site from anywhere. As long as you have your mobile device, you can track performance, review recent transactions, manage contacts, update your account, add a video to a lesson, and more.

## Dashboard

### Analytics

When you log into the Creator mobile app, you see an overview of the following analytics to easily track site performance:

* **Offers sold** — The number of Offers sold during your selected time frame
* **Net revenue** — The total amount of money generated by your business after refunds and discounts have been deducted
* **New customers** — The number of customers on your site within your selected date range
* **Opt-ins** — The number of people who opted into receiving communications from you within your filtered time frame
* **Total views** — The total number of times your site has been viewed within your filtered time frame
* **Unique views** — The total number of times your site has been viewed by a unique user during your filtered time frame

Filter your date range to view analytics based on your selected time frame (e.g., the last 30 days).

### Transactions

View information about your site's recent transactions by tapping **Transactions** from the Creator mobile app Dashboard:

<img alt="Creator App Transactions Tab" />

## Notifications

Open **Notifications** to view your recent notifications. You may be notified of the following actions:

* A purchase has been processed
* A payment has been received
* A payment has failed
* A payment has been refunded
* A contact has opted-in (or subscribed) to receive your marketing emails
* A customer has enrolled to your Offer

<img alt="Creator App Notifications Tab" />

## Create content

Use the **Create** feature to record or upload a video and add it to a lesson. Create Course material on the go with this mobile experience. [Learn how to add a video to a lesson](/articles/mobile-apps/kajabi-creator-app/how-to-add-a-video-to-a-lesson-with-the-kajabi-creator-app)

To add your video, open the **Create** tab:

<img alt="Creator App Create Tab" />

## Account management

Open **Manage** to switch to another website connected to your account (only available if you have more than one website), configure push notifications, manage contacts, view additional analytics, adjust account information, view Kajabi's Policies, and visit Kajabi University or the Help Center.

### Push notifications

Control your push notifications (i.e., pop-up banner notifications) by toggling on the actions you want to be notified about and toggling off the notifications you wish to ignore or pause:

<img alt="Creator App Push Notifications" />

### Contacts

Within the **Manage** tab, you can create, view, and edit a contact's information.

Open **Contacts** to view, filter, and sort your list. Locate a contact and update their contact information, add notes, create tags, and grant or revoke Offers:

<img alt="Creator App Contacts" />

## Download the Kajabi Creator app

No matter where you are, you can access your site as long as you have your mobile device. Download the Creator mobile app and build your business from anywhere.

[<img alt="Download on the App Store" />](https://apps.apple.com/vc/app/kajabi-creator/id1636547076)

[<img alt="Get it on Google Play" />](https://play.google.com/store/apps/details?id=com.kajabi.creator)


# Backstage Offer pricing
Source: https://help.kajabi.com/articles/products/backstage/backstage-offer-pricing

Direct access to you is the most valuable thing you can sell on the internet. Price it that way.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.
</Info>

## What Backstage is

You promised transformation. Most of your clients got a course they never finished. Backstage is how you actually deliver on the promise.

It's the premium tier of the Kajabi suite. Sold like any other Offer, bundled with your existing courses, communities, or coaching programs. If you've been running Coaching, Backstage replaces it. It's a superset that pulls the entire client relationship into one place... no more bouncing between Zoom, Voxer, Notion, Google Drive, and Calendly.

[Learn how to set up a private client Backstage.](https://help.kajabi.com/articles/products/backstage/set-up-a-private-client-backstage)

### The 5× rule

Backstage is included in our standard Kajabi plans. Each customer you sell a Backstage offer to uses one seat. Additional seats are \$49/month each.

The dream version: a \$2,000/month client from content you already built. Here's the math that gets you there.

Price your Backstage offer at **roughly 5× your current top monthly offer**.

* \$200/month course or coaching program → Backstage at \$1,000/month
* \$500/month program → Backstage at \$2,500/month
* \$2,000/month mastermind → Backstage at \$10,000/month

That math isn't arbitrary. At \$1,000/month per customer, a \$49 seat is about 5% of the revenue each customer brings in. At \$2,500/month, it's 2%. The higher you price the offer, the more negligible the seat cost becomes.

### Why premium pricing is the point

Backstage is priced for outcomes, not content. The people paying for it aren't buying lessons. They're buying the right lesson at the right moment, your direct attention applied to their situation, and the operational depth that turns a course they'd never finish into a program they actually complete.

Your time, attention, and energy are finite. Years (often decades) of pattern-matching, focused on their problem, so they can skip the dead ends you've already navigated. That's what they're paying for. AI, courses, and group programs can't replicate it.

When you price Backstage low, three things break:

* You attract the wrong customer (someone shopping for a deal, not transformation)
* You burn yourself out delivering high-touch service at low-touch margins
* You devalue what direct access to an expert is worth, for yourself and for every other Hero on the platform

### Small audiences are the sweet spot

Backstage doesn't need volume to be profitable. A handful of high-intent customers paying premium can outperform hundreds of low-ticket buyers.

Three customers at \$1,000/month is \$3,000/month in revenue. Five customers at \$2,500/month is \$12,500/month in revenue.

The model is designed to make small, premium audiences profitable. If you only need 2 or 3 seats, that's not a problem with Backstage. That's exactly what it's for.

### When Backstage is the right fit

Backstage works best when:

* You have an audience that already trusts your expertise
* Your audience would pay a premium specifically to be closer to *you*
* You're ready to deliver personal value to a smaller group of high-intent buyers

**Backstage might not be the right product if:**

* You're early in building your audience and trust hasn't formed yet
* Your offer is primarily content or curriculum (Courses, Coaching, or Communities are better matches)
* You want to scale to thousands of buyers at a low price point (Products and Communities are built for that)

If you're not there yet, that's not a problem. Other Kajabi products will serve you better until you're ready to charge a premium for direct access.

### A note on seat costs

The \$49/seat/mo price reflects what Backstage delivers. If it feels steep, the offer is the problem. Your expertise is worth more than you're charging for it.


# Set up a private client Backstage
Source: https://help.kajabi.com/articles/products/backstage/set-up-a-private-client-backstage



<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.
</Info>

**Backstage** is a private space you create for each 1:1 client. It is built for high-touch Heroes, like coaches, consultants, and mentors, whose value comes from personalized work, not just content. Instead of stitching together several tools, every client gets one home for their program with their own progress, messages, and assignments.

## How Backstage works

Each Backstage is a private, 1:1 relationship between a Hero and a client. The Hero manages every active client from a single dashboard, assigning tasks, sharing resources, sending messages, and scheduling sessions. The client logs into a personalized space that shows what's next, what's outstanding, and how to reach their Hero.

### Add Backstage to an Offer

Backstage is activated when a Hero attaches it to an Offer. Any client who purchases that Offer automatically receives a Backstage seat.

1. From the Dashboard, navigate to **Sales > Pricing**
2. Open the **Offer** you want to attach Backstage to, or [create a new Offer](/articles/sales/offers/create-an-offer)
3. In the **Products in this Offer** section, choose to include Backstage
4. Save the Offer

<Note>
  **Important:** When adding Backstage to an Offer, Kajabi informs you on how many remaining Backstage seats you have available. Account users do not require or take up Backstage seats.

  When a client purchases an Offer that includes Backstage:

  * The client receives a welcome message in Backstage from the Hero
  * One Backstage seat is counted toward your account's monthly seat allowance
</Note>

### What clients see in their Backstage

A client logs into Backstage and lands on their personalized dashboard. The first-time experience is designed to make the relationship feel intentional, even before the Hero has assigned anything.

<img alt="Backstageclient" title="Backstageclient" />

Clients can:

* Read the Hero's welcome message and current focus
* View and complete assigned tasks
* Open assigned resources like lessons, videos, files, or links from anywhere in the Hero's library
* Send and receive direct messages, attachments, and voice notes with the Hero
* See upcoming live sessions and past session recordings
* Track their progress across the program

<Note>
  **Note**: Clients can always browse the full library. Backstage is a personalized lens, not a locked-down replacement.
</Note>

## Manage clients from the Backstage dashboard

The Backstage dashboard is the Hero's command center for active client relationships. Instead of a static client list, the dashboard surfaces who needs attention, who is thriving, and where to focus next.

<img alt="Dashboard2" />

From the dashboard, Heroes can:

* See engagement signals for each client — last activity, open messages, task completion
* Sort clients by who needs attention first
* Take quick actions — send a message, assign a resource, or schedule a session — without opening the full client view
* Open any client's Backstage to see everything in one place

Heroes can preview the client view for any active Backstage. Use this to check what a client sees before onboarding new clients into the experience.

### Send messages, voice notes, and resources

Backstage messaging is a private 1:1 thread between the Hero and the client. It is the primary communication channel inside Backstage. 

<img alt="Messaging" />

Messaging supports:

* Text messages with read indicators
* File attachments: images, documents, and other files
* Voice notes: recorded audio messages, with playback speed controls and automatic transcription so messages stay accessible when listening isn't an option
* Resource links: drop a lesson, module, media library asset, or digital download directly into the conversation

Both sides receive notifications when something new is waiting, so the engagement loop stays active even when neither party is logged in at the same time.

### Assign tasks and resources

Tasks and resources turn Backstage from a chat thread into a guided, accountable program.

Heroes assign a task to a client with a title, and optional due date. Clients check the task off as they complete it. Tasks live alongside messages so Heroes can turn a conversation into a follow-up assignment without leaving the thread.

<img alt="Tasksbackstage" />

Heroes can assign the following resources:

* Lessons from any existing Course, even if the client has not already purchased/been granted access to the Course.
* Entire module from any existing Course
* Digital downloads
* Any file from the media library
* External links

### Schedule and run live sessions

Backstage live sessions integrate Hero-to-client meetings directly into the client's space.

From the Hero side, sessions can be scheduled, run, and reviewed inside Backstage. 

<img alt="Scheduling Backstage" title="Scheduling Backstage" />

Clients can:

* See upcoming sessions on their dashboard
* Schedule sessions
* Join sessions when the time comes
* Watch recordings of past sessions
* Download transcriptions and meeting summaries that are automatically generated after the meeting ends

## Backstage vs. Coaching

Backstage and [**Coaching**](/articles/products/coaching/coaching-product-overview) are two independent Kajabi Products. They solve different problems and choosing the right one depends on how you deliver your work.

Coaching is built around scheduled live sessions. The core experience is the calendar; a Hero books sessions with their clients, runs them live (1:1 or in a group), and clients return to their Coaching Program for upcoming session details and per-session resources.

Backstage is built around the ongoing, async relationship with a single client. The core experience is the client's personal dashboard. A Hero assigns tasks, shares resources, exchanges messages and voice notes, and runs the occasional live session, all inside one private space the client returns to between conversations.

[**Learn more about how to price your Backstage Offer.**](https://help.kajabi.com/articles/products/backstage/backstage-offer-pricing)

|                              | **Backstage**                                                               | **Coaching**                                                                               |
| :--------------------------- | :-------------------------------------------------------------------------- | :----------------------------------------------------------------------------------------- |
| **Best for**                 | Ongoing 1:1 client transformation between live conversations                | Programs centered on scheduled live sessions                                               |
| **Relationship structure**   | 1:1 only                                                                    | 1:1 or Group                                                                               |
| **Live sessions**            | Yes - typically ad-hoc meetings. You do not connect a scheduler.            | Yes - you connect a scheduler so that either the Hero or the client can schedule sessions. |
| **Async messaging**          | Yes - direct messages, file attachments, and voice notes with transcription | Not included                                                                               |
| **Tasks and accountability** | Yes - assignable and trackable per client                                   | Not included                                                                               |
| **Resources**                | Pulled from across the Hero’s library and shared per client                 | Attached per session                                                                       |
| **Per-client dashboard**     | Yes - one private space per client                                          | No - clients return to the Coaching Program product in their Library                       |
| **Pricing**                  | Per active Backstage seat, on top of your Kajabi Plan                       | Included with your Kajabi plan                                                             |

## FAQs

#### Who is Backstage for?

Coaches, consultants, mentors, advisors, and any expert whose value is personal and 1:1.

Backstage is built for the kind of work where each client gets a curated experience — not a course they download or a cohort they join, but a private space tailored to their goals. The relationship is the product, and Backstage is where you deliver it.

If you're selling access to you, this is where it lives.

#### Can I run group programs in Backstage?

No. Backstage is designed for private 1:1s only. Group programs and cohorts are not supported.

#### Does Backstage replace Kajabi Coaching?

No. They're two independent products that solve different problems.

Coaching is built around scheduled live sessions — calendar-first, 1:1 or group — and is ideal for cohorts and structured programs. 

Backstage is a private, curated workspace for each individual 1:1 client — messages, voice notes, recorded sessions, tasks, and resources you pull from your library, all in one home per relationship.

Use either or both depending on your business model.

#### What happens when a client cancels?

The Backstage seat is released. If the client was on a subscription the seat is released at the end of their current billing cycle.

#### Can clients see other clients?

No. Each Backstage is a private space between the Hero and a single client. Clients cannot see one another or each other's content.

#### Can I preview what a client will see?

Yes. Heroes can preview the client view of any active Backstage to check the experience before onboarding new clients.

#### Does messaging support voice and video?

Backstage messaging supports text, file attachments, and voice notes (with automatic transcription). Video isn’t supported in messaging. For video conversations, schedule a live session.

#### How much are additional seats?

You can purchase additional Backstage seats for \$49/seat/mo.

#### Do my accounts users require Backstage seats?

No, Accounts Users do not require or take up Backstage seats. Backstage seats are only for your clients/members.


# Add Coaching resources
Source: https://help.kajabi.com/articles/products/coaching/add-coaching-resources

Share relevant files that can add to a client's Coaching experience.

<div>
  <iframe />
</div>

**Coaching resources** let you share videos, files, links, and worksheets to enhance your client's experience in a Coaching program and act as supplementary materials for a session.

## Add Coaching resources

You can add resources to an individual client's session or to a session listed on a Coaching package outline.

## Add resources to an individual client Coaching session

<img alt="App Kajabi Com Admin Coaching One On One Sessions 11173610 Resources 07 06 2026 07 09 PM" />

1. From the Dashboard, open **Products**.
2. Click **Coaching**.
3. On the Coaching Dashboard, click an individual client **session**.
4. Under the **Session Title** and scheduling details, click the **Resources** tab.
5. Click **+ Add resource**.
6. Select **Upload Resource** or **Link.**
7. For Upload Resource, select a current file, or click the **Upload** button and select to upload a specific file type. Or, you may select **Generate an image with AI** or **Start from Adobe stock** to [create images without leaving Kajabi using Adobe Express](https://help.kajabi.com/articles/media-library/media-library-overview#create-images-with-adobe-express).
8. Click **Select media** to attach the resource to the session.
9. If you selected Link, enter a **Name** for the resource and its **Link URL**. Click **Save** to attach it to the session.
10. To edit the resource Name or Link URL, click the **pencil icon**.
11. View the link for or download an attached resource by clicking their respective icons. Click X to remove it.

## Add resources to a session on a Coaching package outline

<img alt="2kajabi Admin Coaching Programs 1175682 Sessions 07 06 2026 07 30 PM" />

1. From the Dashboard, open **Products**.
2. Click **Coaching**.
3. From the Coaching Dashboard, click the **Programs** tab.
4. Click a **Program**. Then, select the **Package outline** tab.
5. Click an individual **Session** or an **Additional session**, or click the **more actions (...) icon** and select **Edit details**.
6. Scroll to the **Resources** section: <img alt="1kajabi Admin Coaching Programs Sessions 11288562 Edit 07 06 2026 05 56 PM 1" />
7. Click **+ Add resource**.
8. Select **File** or **Link.**
9. For File, select a current file, or click the **Upload** button and select to upload a specific file type. Or, you may select **Generate an image with AI** or **Start from Adobe stock** to [create images without leaving Kajabi using Adobe Express](https://help.kajabi.com/articles/media-library/media-library-overview#create-images-with-adobe-express).
10. Click **Select media** to attach the resource to the session.
11. If you selected Link, enter a **Name** for the resource and its **Link URL**. Click **Save** to attach it to the session.
12. To edit the resource Name or Link URL, click the **pencil icon**.
13. View the link for or download an attached resource by clicking their respective icons. Click X to remove it.


# Offer additional Coaching session purchases
Source: https://help.kajabi.com/articles/products/coaching/coaching-member-additional-session-purchase

Offer extra 1:1 Coaching sessions that members can buy anytime, without needing to repurchase the whole program.

The **Additional Session Purchase** feature lets you offer extra 1:1 coaching sessions that members can buy anytime, without needing to repurchase the whole program.

## Add an additional Coaching session

1. Go to **Products** > **Coaching**
2. Select which coaching product you wish to edit
3. Click the **Settings** tab
4. Under Additional Purchases, **toggle ON** **Offer additional 1:1 coaching sessions**
5. (Optional) Customize the additional session product name
6. Click **+New Offer** to open the pop-up modal that will allow you to price and title the additional 1:1 coaching offer
7. (Optional) Customize the button text
8. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Additional Coaching products created through this flow do not count towards your allotted product slot amount.
</Note>

## Member view

When your coaching client purchases an additional session, they can book that session immediately with a pop-up modal:

<img alt="Additional Session Pop-up" />

They can purchase an additional session either from the main Coaching program page or from the individual session page:

<img alt="Purchase Additional Session" />


# Coaching Product overview
Source: https://help.kajabi.com/articles/products/coaching/coaching-product-overview

Build personalized Coaching programs with scheduling, live video, and session management tools.

**Coaching** on Kajabi lets you curate knowledge and resources into a unique, personalized program for each client. Whether you offer business consulting, nutritional coaching, music instruction, or therapy, the Coaching Product gives you the tools to create and manage a program that fits your business.

<div>
  <iframe />
</div>

## Key benefits

* **1:1 and Group Coaching** - Design a program that meets the needs of your Coaching clients, whether individually or as a group
* **Built-in Live Video** - Meet with your clients face-to-face using [Kajabi Live](../../products/coaching/how-to-create-a-live-video-session) without third-party tools
* **Kajabi Scheduler** - Set up your appointments and let clients book based on your availability using the [Kajabi Scheduler](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product)
* **Third-party integrations** - Build your Coaching Product with tools like [Calendly](../../products/coaching/connect-calendly-to-your-coaching-product), [Acuity](../../products/coaching/how-to-connect-acuity-to-your-coaching-product), Zoom, or Google Meet
* **Session management** - Organize agenda items, materials, and track client progress all in one place

## Coaching on Kajabi

With 1:1 Coaching and Group Coaching, you can design a program that meets the needs of your Coaching clients. Meet with your clients as a group or individually for your exclusive consulting program.

[Learn more about 1:1 Coaching vs. Group Coaching](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching).

Whether you choose to create a 1:1 Coaching Program or a Group Coaching Product, you can use Kajabi's native Coaching Product to set up your agenda items, organize your materials, and manage your client's progress.

Prefer a third-party scheduling tool or live video? Build your Coaching Product with third-party scheduling tools like [Calendly](../../products/coaching/connect-calendly-to-your-coaching-product), [Acuity](../../products/coaching/how-to-connect-acuity-to-your-coaching-product), or Google Calendar and Meeting tools like Zoom or Google Meet.

<Note>
  **Note:** Using Calendly or a custom link for scheduling will make your Coaching Product ineligible for Kajabi's Built-in Live Video. Use the Kajabi Scheduler or manual scheduling if you wish to use Kajabi's built-in live video to meet with your coaching clients.
</Note>

With the Coaching Product you can meet with your clients virtually with Kajabi's [Built-in Live Video](../../products/coaching/how-to-create-a-live-video-session), through your preferred third-party meeting tool (e.g., Zoom or Google Meet), or meet in a physical location.

If you plan to meet with your client at a physical location, enter your meeting address with Custom Location when creating your Coaching Product on Kajabi.

<Tip>
  **Tip:** Send a coaching contract to your clients with an [Automation](../../marketing/automations/automations-overview) to ensure that each client of your Coaching Product acknowledges your agreement such as your pricing, cancellation policies, and any guarantees you may wish to define. [Learn more about coaching and coaching contracts](https://coachingfederation.org/).
</Tip>

## What clients see

After a customer purchases the Offer connected to your Coaching Product they become a client and can access your Coaching Program information from their Library.

[Learn to customize the Library page](../../website/pages/customizing-your-library-page).

Within your Coaching Product, your clients can access their meeting link, the Session Agenda, any resources you may have included, and their personal notes for the Session.

<img alt="Coaching Product Example" />

[Learn how to create a Coaching Product](../../products/coaching/how-to-create-a-coaching-product).

## FAQs

### **What kind of coaching programs can I offer on Kajabi?**

Kajabi supports both 1:1 Coaching and Group Coaching. You can run exclusive individual programs or cohort-style group sessions — whether you're a business consultant, fitness coach, therapist, music instructor, or any other expertise-based practitioner.

### **Does Kajabi have built-in video for live coaching sessions?**

Yes. Kajabi includes built-in live video so you can meet clients directly inside the platform — no Zoom or third-party tool required. You can also use external tools like Zoom, Google Meet, Calendly, or Acuity if you prefer.

### **How do clients schedule their coaching sessions?**

You have full flexibility. Use the built-in Kajabi Scheduler to let clients book based on your availability, set up manual booking, or connect a third-party scheduling tool like Calendly or Acuity.

### **Can I offer group coaching to multiple clients at once?**

Yes. Group Coaching on Kajabi supports up to 200 participants on video in a live room at once, plus up to 20 breakout rooms with 10 participants each — ideal for workshops, group programs, and cohort-based coaching.

### **Can clients access coaching on mobile?**

Coaching sessions are accessible via mobile web browsers. Note that the coaching feature is not currently available inside the Kajabi mobile app.

### **Can I upload pre-recorded sessions or resources for clients?**

Yes. You can upload recorded sessions and attach resources directly to your coaching product so clients can review materials between sessions.

### **Can I keep notes on each client's progress?**

Yes. Kajabi lets coaches add private notes to each client's coaching session, and clients can add their own notes too — keeping everything organized in one place.

### **Can I sell single sessions as well as packages?**

Yes. You can offer individual coaching sessions or multi-session packages, giving you flexibility to structure pricing at any level.

### **Can I upsell additional coaching after a session is complete?**

Yes. You can configure an upsell that appears after a session is completed, directing clients to a new Offer — making it easy to encourage continued engagement or a program upgrade.


# Connect Calendly to a Coaching Product
Source: https://help.kajabi.com/articles/products/coaching/connect-calendly-to-your-coaching-product

Integrate Calendly with a Coaching Product on Kajabi for a seamless scheduling experience.

**Calendly** is a scheduling tool built to help you schedule your meetings professionally and efficiently. With Kajabi's native integration with Calendly, you can create a seamless scheduling experience for your members. Use Calendly to set time blocks, adjust your appointments, and manage your overall scheduling.

[Learn more about Calendly](https://calendly.com/).

<Note>
  **Note:**
  The [Calendly plan with webhooks](https://calendly.com/pricing) is required to integrate your Calendly with your Coaching Product on Kajabi successfully.
</Note>

## Create a Calendly Event

Get started with your Calendly integration by first creating your Calendly event.

If you haven't created a Calendly account, [create one now](https://calendly.com/signup). Keep in mind that a [Calendly account with webhooks](https://calendly.com/pricing) is required to integrate your Calendly with your Coaching Product on Kajabi successfully.

<Note>
  **Note:**
  In order to connect Calendly with Kajabi, your Calendly account must have **admin** status.

  If your account does not currently have admin status, your role will need to be changed by a current admin:

  <img alt="Calendly Admin Status" />

  [Learn more about admin roles in Calendly](https://help.calendly.com/hc/en-us/articles/4410722852759-User-roles-and-permissions).
</Note>

### Create the event

After creating your account, log in to Calendly and:

1. Select **+ Create** from your Calendly Dashboard
2. Click **Event Type**
3. Select **Create** for the One-on-One Event Type

<Note>
  **Note:**
  Only one-on-one Calendly event types are supported at this time.
</Note>

<div>
  <iframe />
</div>

4. Provide the following information for your Calendly Event:
   * Event name
   * Location
   * Description/Instructions
   * Event link
   * Event color

<img alt="Calendly Event Details" />

5. Click **Next** when you are finished
6. Complete your booking details:
   * Date Range
   * Duration
   * Availability
7. Click **Additional rules for your availability**
8. Scroll to the bottom of the page and select **Make this a secret event**

<Warning>
  **Important:**
  Kajabi will only detect secret events in Calendly. If your event was not secret, people could potentially book your event directly from your Calendly page without first purchasing it through Kajabi.
</Warning>

9. When you are finished creating your event, click **Next**

<div>
  <iframe />
</div>

## Connect Calendly to a Kajabi Coaching Product

After your event is live in Calendly, connect Calendly to your Kajabi Coaching Product.

### Connect Calendly

1. Select **Products** from your Dashboard
2. Select **Coaching**
3. Click **+ New Coaching Program**
4. Click **Get started**
5. Select **Single session** or **Package** for your Coaching program

[Learn about the difference between single sessions and packages](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching).

6. Enter your Coaching Program details:
   * Title
   * Coach name
   * Product description
7. Click **Continue**
8. Open the **Scheduling Preference** dropdown menu
9. Select **Calendly**
10. Click **Connect with Calendly**
11. Enter your Calendly login credentials and click **Continue** to be directed back to Kajabi

<div>
  <iframe />
</div>

Kajabi will then need to reload the page to connect Calendly, which means you will need to re-enter your Program details.

### Re-enter Program details

1. Click **Get started**
2. Select **Single session** or **Package** for your Coaching program

[Learn about the difference between single sessions and packages](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching).

3. Enter your Coaching Program details:
   * Title
   * Coach name
   * Product description
4. Click **Continue**
5. Select **Calendly**
6. Choose the **One-on-one Event Type** from the dropdown
7. Click **Finish**

<div>
  <iframe />
</div>

<Warning>
  **Important:**
  To avoid potential complications with your integration, refrain from changing Calendly credentials (name and password), disconnecting, or detaching an existing Calendly integration. Instead, create an event in your connected Calendly account and add another person to it, or delete your Coaching Program in Kajabi and create a new one. If you wish to disconnect an existing Calendly integration, reach out to our support team for assistance.
</Warning>

## Schedule a session on behalf of a client

You can book a session on behalf of your client after successfully connecting Calendly to your Coaching Product.

1. Navigate to your **Products** tab from your Dashboard
2. Click **Coaching**
3. Click **Programs**
4. Select your Coaching Program
5. Select your client's Name
6. Click **Schedule session**
7. Select a Date and Time
8. Click **Confirm**
9. Edit the Session Details
10. Click **Schedule Event**

<div>
  <iframe />
</div>


# Connect the Kajabi Scheduler to a Coaching Product
Source: https://help.kajabi.com/articles/products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product

Set your availability and book sessions with the Kajabi Scheduler.

**Kajabi Scheduler** is Kajabi's scheduling tool to help you set appointments and meet with your coaching clients. You can book your sessions around your set availability and meet through any method of your choice (including [Kajabi's built-in live video](../../products/coaching/how-to-create-a-live-video-session)).

When your customers sign up for your Coaching Program, they can schedule their sessions based on your set availability.

<div>
  <iframe />
</div>

<div>
  <iframe />
</div>

## Set up Kajabi Scheduler

Set up your Kajabi Scheduler with a new or existing Coaching Program.

### Set up a Coaching Program with Kajabi Scheduler

Choose the Kajabi Scheduler while creating a new Coaching Program.

1. [Create your Coaching Program](../../products/coaching/how-to-create-a-coaching-product), choosing **1:1 Coaching** or **Group Coaching**, adding your program details, and continuing to the scheduling step.
2. On the scheduling preferences step, select **Kajabi Scheduler**.
3. Choose your **Location** (Built-in live video or a custom location), then set the **Session Duration** (up to 90 minutes).
4. Click **Continue** to keep customizing your Coaching Program.

<Note>
  **Note:** Once the session duration is set, all the times for each session will remain the same. You can later adjust the session duration in the **Settings** tab.
</Note>

### Set up an existing Coaching Program with Kajabi Scheduler

1. From your Dashboard, open **Products**, then click **Coaching**.
2. Select **Programs**, then select the **Coaching Program** you wish to use.
3. Open **Settings** from the top menu of your Program.
4. Navigate to **Scheduling**.
5. Select **Kajabi**, then choose your **Location** type (Built-in live video or Custom location). For a custom location, enter it in the **Enter a location** field.
6. Choose the **Session Duration** for every session.
7. Scroll to the top or bottom of the Settings page and click **Save**.

<div>
  <iframe />
</div>

After saving your scheduling preference to the Kajabi Scheduler, click **Manage availability**.

## Manage availability

Set your availability to help your clients schedule their sessions.

<Note>
  **Note:**
  Your availability will default to your local time zone. [Learn to adjust your time zone in your Account Details](../../account-settings/my-kajabi/change-your-account-details).
</Note>

### Set availability

1. From your Dashboard, open **Products**, then click **Coaching**.
2. Click **Settings** from the top menu.
3. Navigate to the **Availability** section.
4. Select each day of the week to add your availability.
5. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>

With Kajabi, you can set a custom schedule for availability. This allows you to set a flexible availability window for booking that fits your schedule.

You can set your schedule to allow booking by days and weeks up to 200 days.

You can also set a buffer between sessions to avoid a client booking a session too soon to prepare for.

### Set custom scheduling options

1. From your Dashboard, open **Products**, then click **Coaching**.
2. Click **Settings** from the top menu.
3. In the **Availability** section, find the **Scheduling options** subsection.
4. Set your **Start time increments** and **Open date range**.
5. To add a buffer between sessions, set **Buffer time** in the **Session limits** section.
6. Click **Save** to save your preferences.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If you are experiencing scheduling issues, double-check that your availability was set up correctly. If you are still encountering issues, reach out to [our support team](../../resources/support/how-to-contact-kajabi-support).
</Note>

## Program level overrides

The Kajabi Scheduler offers the ability to override your default scheduling availability for both 1:1 Coaching and at the group level.

### Use cases

**1:1 Coaching**

Create custom availability to prioritize your higher ticket programs. Offering a VIP tier for your 1:1 Coaching Program? Consider offering extended booking windows so your VIPs get first crack at scheduling.

**Managing availability by groups**

Override your global availability to allow for scheduling group sessions when it makes sense for you. If you want the ability to book your group sessions outside of your standard coaching availability hours, you can enable wider availability windows to book sessions for your group.

### Set custom scheduling options for a program

1. From your Dashboard, open **Products**, then click **Coaching**.
2. Select the **Program** for which you would like to customize availability.
3. Navigate to the **Settings** tab.

<img alt="Settings Tab" />

4. Scroll down to the **Availability** section and toggle on **Override**.
5. Set custom hours and session limits for the specific Program you're editing.

<Note>
  **Note:**
  The **Availability** override section only appears when the program's scheduling preference is set to the Kajabi Scheduler.
</Note>

<img alt="Custom Availability Settings" />

## Connect a third-party calendar

Kajabi uses **Cronofy** for third-party calendar integrations. You can connect Google Calendar, Microsoft Outlook, or Microsoft Office 365 so that coaching sessions are added to your calendar automatically. Once connected:

* Coaching sessions can be scheduled 200 days in advance
* Sessions can be scheduled in 15-minute intervals and based upon defined session length

Connect or reconnect a calendar from **Coaching** > **Settings**. All calendar controls live under Settings. If a connected calendar needs to be reconnected, a **Reauthorize** banner appears in Settings.

For step-by-step instructions, including connecting more than one calendar, see [Integrate 3rd party calendars with the Kajabi Scheduler](../../products/coaching/how-to-integrate-multiple-3rd-party-calendars-with-the-kajabi-scheduler).

<Warning>
  **Important:**
  When you add a 3rd party calendar integration, previously scheduled sessions will not be added to your 3rd party calendar. If you've not yet launched your Coaching Program, set up your calendar integrations first to avoid this issue. If you already have sessions scheduled, you'll need to manually check for and fix any double-bookings that occur after integrating calendars.
</Warning>

<Tip>
  **Tip:**
  Create a coaching-specific calendar on Google so that your coaching sessions do not overlap with your personal or work calendar events on your primary calendar.
</Tip>

<Note>
  **Note:**
  Only one third-party calendar can be connected at a time. If you have a calendar integrated and wish to switch to a different calendar, you must first disconnect that calendar from your account before changing to the new calendar.
</Note>


# Compare 1:1 Coaching and Group Coaching
Source: https://help.kajabi.com/articles/products/coaching/differences-between-a-11-coaching-program-and-group-coaching

Understand the difference between a 1:1 Coaching Program and Group Coaching to choose the best fit for your business.

Kajabi offers two Coaching Program types: **1:1 Coaching** for individual client sessions and **Group Coaching** for multiple participants. Choose the format that best fits your business model and audience.

## 1:1 Coaching Program

Use a 1:1 Coaching Program to deliver an exclusive coaching program for your clients.

A 1:1 Coaching Program can also provide your customers a single consultation for a needs assessment, a preliminary meeting with a nutritional coach, or a "get to know you" meeting with a business coach or a marketing expert.

[Get started creating a Coaching program](../../products/coaching/how-to-create-a-coaching-product).

<img alt="1:1 Coaching Program" />

## Group Coaching

Use Group Coaching to build a Coaching Program that includes multiple coaching clients.

Group Coaching is a great way to offer coaching opportunities for your customers and create tiers of access to your time and expertise.

[Get started creating a Coaching program](../../products/coaching/how-to-create-a-coaching-product).

<img alt="Group Coaching" />


# Group Coaching
Source: https://help.kajabi.com/articles/products/coaching/group-coaching

Create guided Coaching experiences for multiple participants to expand your product offerings.

**Group Coaching** is a Kajabi Product that allows you to create guided experiences for multiple participants and can help you expand your product offering.

<div>
  <iframe />
</div>

## Key benefits

* Provide your group with relevant knowledge
* Develop peer support skills
* Improve your client's ability to learn
* Group accountability
* Energize one another

With Kajabi, you are in control. Build a Group Coaching Product that works best for your business with the flexibility and customizability that Group Coaching offers.

## Create a Group Coaching Product

### Get started

1. Open the **Products** tab from your Dashboard
2. Select **Coaching**
3. Navigate to your **Programs** tab

<img alt="Programs Tab" />

### Enter Group Coaching details

1. Click **+ New Coaching Program** or **Get Started** to create your Coaching Program
2. Complete the prompt to include:
   * Title of the program
   * Coach name (optional)
   * Description of the program
   * Thumbnail image (optional)
3. Click **Continue**

<img alt="Group Coaching Details" />

### Select Group Coaching

1. Select your coaching program type: **Group Coaching**
2. Enter the name of your first group within your Group Coaching program
3. Enter the number of sessions for your program
4. Click **Continue**

<img alt="Select Group Coaching" />

### Set up scheduling preferences

1. Select your scheduling tool:
   * Kajabi Calendar
   * Custom link
   * Manual booking
2. Complete the prompts to set up your preferred scheduling tool (i.e., location, session duration)
3. Click **Continue**

<img alt="Scheduling Preferences" />

### Customize program appearance

Select your program's colors:

* **Primary color**: applies to the buttons and icons displayed in your program
* **Secondary color**: applies to the hero section background located at the top of your program

### Price the Coaching Program

1. Select **Free** or **Paid**
2. Complete the prompts to create your Offer for your Group Coaching Program
3. Click **Save and Finish**

<img alt="Price Your Program" />

## Create groups

Create groups within your Group Coaching Program to give your clients scheduling options, seasonal groups, pricing options, and more. By giving you the ability to create multiple groups within your Group Coaching Program, you have the flexibility to design a program that best fits your business.

### Group list

View all your groups within your Group Program by visiting your Group list in your Coaching tab.

### Create a group

1. Open your **Products** tab
2. Select the **Coaching** tab
3. Open your desired Group Coaching Program
4. Click **New Group**
5. Complete the prompts to create your group in your Group Coaching Program

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  <iframe />
</div>

## Group Coaching settings

Group Coaching has two sets of settings that you can customize:

* The Program settings
* Group settings

The Group Coaching Program settings allow you to set up your entire program details from one location, whereas the Group settings can be used to create individual settings for each group.

### Program settings

* **Program details**: Give your coaching program a title, description, and thumbnail image. Your program details will appear in your clients' library
* **Scheduling**: Customize the tool you use to schedule your sessions (i.e., Kajabi Scheduler, Custom Link, Manual Booking), your location, and session duration
* **Page customization**: Select your primary and accent colors for your Coaching Product page
* **Page upsell**: Control whether or not an upsell button appears after your client completes a session. You can use the upsell to advertise any Offer with a Coaching program
* **Delete program**: Permanently remove your Coaching Program from your Products

### Group settings

* **Program details**: Give your coaching group a title, description, and thumbnail. Within your group settings, you can override the program thumbnail to use a different image for your group. If you do not override your program thumbnail, the group will use the program's thumbnail by default
* **Scheduling**: Customize the tool you use to schedule your sessions (i.e., Kajabi Scheduler, Custom Link, Manual Booking), your location, and session duration. Within the group settings, you can override your program scheduling preferences to use different scheduling preferences for your group. If you do not override, the group will use the program's scheduling preferences by default
* **Page customization**: Customize your primary and accent colors for your Coaching Product page. Within the group settings, you can override your program customization preferences. If you do not override, the group will use the program's page customization settings by default
* **Page upsell**: Control whether or not an upsell button appears after your client completes a session. You can use the upsell to advertise any Offer with a Coaching program. Within the group settings, you can override your program's page upsell preferences. If you do not override, the group will use the program's page upsell settings by default
* **Delete group**: Permanently remove your Coaching Group from your Coaching Program

## FAQs

### How do my clients access their Group Coaching products?

With Kajabi Products, your customers always access their products (including their Group Coaching products) from their Library. [Learn more about what happens after a customer purchases an Offer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).

### How do my clients join my Group Coaching call?

Your coaching clients will receive an email to join your coaching session and they can join by accessing their Group Coaching session from their Product Library.

### How many attendees can join a Group Coaching call?

Your live coaching calls can have up to 200 attendees.

### Is there a limit to the number of clients in a Coaching group?

No, you can have as many clients join your coaching group as you want. If you want to set a limit, use Offers to create an [Offer quantity limit](../../sales/offers/how-to-set-an-offer-quantity-limit).


# Add client notes (customer view)
Source: https://help.kajabi.com/articles/products/coaching/how-clients-can-add-notes

Coaching clients can add shared and private notes to track progress and key takeaways.

Your coaching clients can add **shared and private notes** within their coaching sessions to track their progress and key takeaways.

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  <iframe />
</div>

## Add notes (client view)

Your coaching clients can add shared and private notes in their note tab.

1. Open the **Coaching Product** from their Library
2. Click the **Session** they wish to add their notes to
3. Open the **Notes** tab
4. Add **Shared Notes** or **personal Client Notes**
5. Click **Save** to keep their changes

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  <iframe />
</div>

<Note>
  **Note:**
  Personal client notes are not visible to the admin and are only accessible to the client that added the note.
</Note>

## View client shared notes

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Coaching Product** you wish to view
4. Click the **name** of the customer you wish to view
5. Select the **Session** you wish to view
6. Open the **Notes** tab

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  <iframe />
</div>

<Note>
  **Note:**
  If you have connected Calendly to your Coaching Program, your Coaching Dashboard will include an additional page before displaying your Programs.
</Note>


# Add a Coaching Product upsell
Source: https://help.kajabi.com/articles/products/coaching/how-to-add-a-coaching-product-upsell

Drive sales by adding an Upsell to a Coaching Product that appears after a client completes a session.

A **Coaching Product upsell** lets you advertise a follow-up Offer within your Coaching Product. When a coaching session is completed, an upsell Call to Action button appears and leads the member to an Offer checkout page to complete their purchase.

[Learn more about Coaching](/articles/products/coaching/coaching-product-overview).

## Coaching Product upsell vs. Offer upsell

Kajabi has two types of upsells, and they work differently depending on where they appear.

* **Coaching Product upsell:** A Call to Action button inside a Product that directs the member to an Offer checkout page to complete a purchase.
* **Offer upsell** (found under **Sales > Pricing > Upsells**): A post-purchase page shown to customers after checkout — fully customizable and separate from the product experience.

[Learn more about upsells](../../sales/offers/upsells-overview.mdx).
[Learn more about upsells](/articles/sales/offers/upsells-overview).

## Add an upsell to a Coaching Product

1. Open the **Products** tab
2. Click **Coaching**
3. Click into your created **Coaching product**
4. Click **Settings** under that Coaching product's title
5. Scroll down to the **Page Upsell** section and toggle the **Show upsell button after completed session** button to **on**
6. Use the dropdown menu to select the **Offer** you want to use as the upsell
7. Use the **Button Text** field to add custom text for the **Upsell Buy** button
8. Click **Save** to keep and apply your changes

<Note>
  **Note:** You can only attach an Offer that contains a Coaching Product as an upsell. The Offer can include other Product types (e.g., courses, podcasts, community), but it must contain at least 1 Coaching Product. If you do not see your Offer listed in the upsell dropdown menu, then the Offer does not contain a Coaching Product.
</Note>

## What clients see

After the upsell has been selected and added to the Coaching Product, the **upsell buy button** shows inside each session's page once that session has been completed:

<img alt="Upsell Button in Session" />

After every session has been completed in the Coaching program, the Coaching product's main package outline also displays the option to purchase your coaching upsell:

<img alt="Upsell in Package Outline" />

<Note>
  **Note:** If you have an older website template version, your clients may not have the upsell presented to them. [Learn to update your website template](/articles/website/pages/how-to-update-a-template).
</Note>


# Add Coaching client notes
Source: https://help.kajabi.com/articles/products/coaching/how-to-add-notes-for-clients

Add shared notes your client can see, and private notes they cannot.

<div>
  <iframe />
</div>

Keep your coaching sessions organized with **shared and private notes**. Shared notes are visible to both you and your coaching client, while private notes are for your eyes only.

## Shared notes

With shared notes you can create notes that both you and your coaching client can view at any time. This is a great place to make note of progress, provide session recaps, and list assignments.

## Private notes

Keep personal notes that only you can see and cannot be accessed by your coaching client. Use private notes to track observations during each coaching session.

**To add client notes:**

1. Open the **Products** tab from your Dashboard.
2. Click **Coaching.**
3. Select the **Session** you wish to view.
4. Open the **Notes** tab.
5. Add private notes under **Your notes**. Add notes clients can see under **Shared notes**.
6. Click **Save** to apply your changes.


# Connect Acuity to a Coaching Product
Source: https://help.kajabi.com/articles/products/coaching/how-to-connect-acuity-to-your-coaching-product

Use Acuity to schedule Coaching sessions for a Coaching Product.

**Acuity** is a third-party scheduling tool that can be used to schedule and manage your meetings and events. With Kajabi's Coaching Product you can use Acuity to schedule your coaching sessions and set up meetings with your members.

Use Acuity to set time blocks, adjust your appointments, and manage your overall scheduling outside Kajabi while giving your members an easy-to-use scheduling tool for your Coaching Product.

[Learn more about Acuity](https://acuityscheduling.com/)

<div>
  <iframe />
</div>

## Set up an Acuity event

First, create an event in Acuity.

If you haven't created an Acuity account yet, [create your Acuity account](https://acuityscheduling.com/signup.php).

In your Acuity account, create and customize your Appointment Type to allow your members to self-schedule through Acuity.

[Learn to create your Appointment Types on Acuity](https://help.acuityscheduling.com/hc/en-us/articles/219149457)

<Note>
  **Note:**
  Select "Public access" when customizing your event or your users will not be able to choose this event unless given the direct scheduling link. [Learn more about public and private appointment types](https://help.acuityscheduling.com/hc/en-us/articles/115003605847-Public-Private-Appointment-Types).
</Note>

After creating and customizing your appointment type, copy your appointment link to add to your Coaching Product on Kajabi and allow your members to self schedule directly from your Coaching Product.

### Copy the appointment link

1. Open the Client Scheduling Page from your Acuity dashboard
2. Select **Copy** under the General Scheduling Page Link

<div>
  <iframe />
</div>

## Add the Acuity scheduling link to a Coaching Product

After creating your appointment on Acuity and copying your scheduling page link, enter your scheduling link into your Coaching Product.

1. Select **Products** from your Dashboard
2. Select **Coaching**
3. Click **Get started**
4. Select **Single session** or **Package** for your Coaching program

[Learn about the difference between single sessions and packages](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching).

5. Enter your Coaching Program details:
   * Title
   * Coach name
   * Product description
6. Click **Continue**
7. Select **Custom link** for your Scheduling preference
8. Paste in the scheduling page link copied from the previous step

<div>
  <iframe />
</div>

9. Click **Continue**
10. Customize your program's appearance with colors and your thumbnail image
11. Click **Continue**
12. Set up your Offer Pricing and click **Save and Finish** to create your Coaching Product

Now that you have connected your Acuity scheduling page, complete your Coaching Product by building the remaining details.

[Learn how to create and build a Coaching Product](../../products/coaching/how-to-create-a-coaching-product).


# Create a Coaching Product
Source: https://help.kajabi.com/articles/products/coaching/how-to-create-a-coaching-product

Build, manage, and schedule Coaching sessions with customers.

<div>
  <iframe />
</div>

A **Coaching Product** allows you to deliver structured, interactive coaching experiences directly inside Kajabi. Use it to schedule sessions, share resources, and guide customers through a personalized program.

[Learn more about Coaching Product overview](../../products/coaching/coaching-product-overview).

## How the Coaching Product works

Coaching uses Kajabi’s built-in tools to manage scheduling and sessions in one place. You can schedule sessions with the [Kajabi Scheduler](/articles/products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product) and meet with clients using [built-in live video](/articles/products/coaching/kajabis-built-in-live-video-faqs), or connect third-party tools like Calendly, Zoom, or Google Meet.

When a customer purchases an Offer connected to your Coaching Product, they are redirected to their Library to access the program. From there, they can schedule sessions, view agendas, and access shared resources.

## Create a Coaching program

Create a Coaching program and schedule sessions with your clients from your Kajabi account.

<img alt="Coaching Menu" />

1. From the Dashboard, open the **Products** tab.
2. Select **Coaching.**
3. Select the Program tab, then click **+ New coaching program.** Add the following:
   * **Title**
   * **Coach name** (optional)
   * **Description** (optional)
   * **Thumbnail image** (optional)
4. Click **Continue.**
5. Select **1:1 Coaching** or **Group Coaching**

* [**1:1 Coaching**](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching): Exclusive, individual access in a one-to-one coaching experience
* [**Group Coaching**](../../products/coaching/group-coaching): Coaching program for multiple clients in each session

6. Enter the number of sessions to create, and a **Group Name** if applicable. Click **Continue**.
7. Select scheduling preferences. Choose the Kajabi Scheduler to book sessions by connecting your Google, Outlook, or Office 365 calendars for real-time availability. Other choices include:
   * [Calendly](../../products/coaching/connect-calendly-to-your-coaching-product)
   * **Custom link** - Enter a custom URL, e.g., [Acuity](../../products/coaching/how-to-connect-acuity-to-your-coaching-product), [Google Meet](https://meet.google.com/)
   * **Manual booking** - e.g., Physical address, Zoom meeting link
8. Select the Location, whether it is using [built-in live video](../../products/coaching/how-to-create-a-live-video-session) or a custom link or physical location.
9. Select a **Session Duration** for every session in the program, and click **Continue.**
10. Customize the program's appearance by choosing a color palette, and click **Continue**.
11. Price your Coaching program by choosing **Free** or **Paid.**
12. If paid, choose a **Pricing plan**. Enter a **Price** and select a **Currency**.
13. Then, choose whether customers can pay what they want.
14. Finally, select one or more **payment providers**.

## Customize a Coaching program

Customize Session details

After creating the program, customize Sessions for your clients to join.

### Customize a Session

1. From the Dashboard, open **Coaching**.
2. Select the **Title** of your newly created Coaching program.
3. Click the **Package outline** tab.
4. Click a Session **Title** to begin editing a Session, or click the **ellipsis menu** `...` and select **Edit details**.

Within each session you can:

* Update the Session **Title**.
* Add a **Session description**
* Add agenda items
* Add any resources you wish to share during the Session

<img alt="Example Session" />

5. Click **Save** to keep your changes.

### Duplicate a Coaching Session

1. From the Dashboard, open **Coaching**.
2. Select the **Title** of your Coaching program.
3. Click the **Package outline** tab.
4. Next to the Session, click the **more options icon** (...).
5. Select **Duplicate**.
6. Confirm by clicking **Duplicate** in the new modal.
7. The duplicate coaching session will appear at the bottom of the Sessions list. Click the **more options icon** (...), and select **Edit details** to modify the new session.

### Offers

Click the **Offers** tab on your Coaching program to view the list of Offers that include that  program, or [add a new one](../../sales/offers/create-an-offer) to begin selling the program to customers.

An **Offer** is created by default when you create a Coaching program.\
\
Click the **Offer Title** or the **ellipsis menu** `...`, then **Edit** to update or review Offer details.

## Duplicate a Coaching program

1. From the Dashboard, open the **Products** tab.
2. Click **Coaching,** then **Programs.**
3. Next to the Program, click the **more options icon** (...).
4. Select **Duplicate program**.
5. Confirm by clicking **Duplicate.**
6. The duplicate coaching program will appear at the top of the Programs list. Click the **more options icon** (...), and select **Edit details** to modify the new program.

## Manage a Coaching program

From a Coaching program page, you can schedule sessions with clients, update program details, access connected Offers, review client status, create sessions, and update existing ones.

### Edit Program details

Click the **Settings** tab to update details:

* **Program details** - Edit Coach information or upload the thumbnail image that displays in your customer's library of products

<img alt="Kajabi Admin Coaching Programs 1124746 Edit 06 04 2026 07 42 PM" />

* **Coaching template** - Personalize your active template or install a new one

<Frame>
  <img alt="Kajabi Admin Coaching Programs 1124746 Edit 06 04 2026 07 45 PM" />
</Frame>

* **Scheduling details** - Customize how your clients can schedule sessions. Connect the Kajabi Scheduler, your Calendly account, add custom links, or set up manual bookings

<img alt="Kajabi Admin Coaching Programs 1124746 Edit 06 04 2026 07 47 PM" />

<Note>
  **Note:** The Upsell buy button displays inside each session page after the session has been completed and in the main package outline after every session in the package has been fully completed. [Learn to add a Coaching Product upsell](../../products/coaching/how-to-add-a-coaching-product-upsell).
</Note>

* **Page customization** - Brand your page by selecting the primary and accent colors to complete the look and feel of your Product page
* **Page Upsell** - Control whether or not a Coaching Product upsell button appears after your client completes the session

### Availability

Click the **Manage default availability** button in **Settings** to open your overall **Coaching Product Settings** to select the days and times you are available to book sessions.

<img alt="Kajabi Admin Coaching Programs 1124746 Edit 06 04 2026 07 50 PM" />

Add available **Day and Time slots**, Start time increments (the frequency of available time slots for clients), and your **Open date range** (This is the window of time that shows how far out a member can book a session. Your clients can book up to 6 months ahead).

<img alt="Kajabi Admin Sites 2148802434 Coaching Settings Edit 06 04 2026 08 09 PM" />

If desired, set a **Buffer time** for before or after booked sessions, and a **Minimum notice** amount of time that is required.

Below that, connect your **Calendar** or scheduling tool to check for conflicts and automatically add scheduled sessions to your personal calendar.

### Kajabi Live Recording, Additional purchases, and Notifications

Choose whether to upload your **Kajabi Live Video** recordings to be handled after each session, add additional 1:1 coaching sessions for your members, and decide when email notifications are sent when changes are made to sessions (for both yourself and your clients).

<img alt="Kajabi Admin Coaching Programs 1124746 Edit 06 04 2026 07 52 PM" />

### Clients

The Clients tab is where you can view your list of clients for your Coaching program and schedule their sessions, review their progress, their notes, and contact details:

<img alt="Clients View" />

Click the **Name** of each client to schedule their sessions, add notes, upload session recordings, add specific agenda items, and mark a coaching session as complete.

Within the Client view, you can use the **ellipsis menu** `…`  to edit session details, such as session **Title, Schedule, Location,** and **Duration,** or copy the link that your member will use to access the coaching session so that you can send this link directly to them if needed:

<img alt="Client Options" />

## **Add Coaching sessions to a calendar**

**Add to calendar** lets members save upcoming sessions to their personal calendar. Calendar links are automatically included in confirmation emails and displayed on member-facing pages.

<Frame>
  <img alt="Addtocalendar" />
</Frame>

### **Where members see calendar links**

* **Coaching session emails** — Links appear alongside the existing ICS attachment
* **Member-facing Coaching pages** — Links are displayed on the session detail view

### **How calendar links work**

Each calendar link contains a secure, time-limited token tied to the Coaching session.

<Note>
  **Important:**

  * Calendar links expire after **1 year** from generation
  * **Add to calendar** is separate from Cronofy calendar sync, which handles coach availability and session booking. **Add to calendar** is for members saving confirmed sessions to their personal calendar
</Note>

## Third-party scheduling and meeting resources

You can use the [Kajabi Scheduler](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product) to book your Coaching Sessions as well as [Kajabi's built-in live video](../../products/coaching/how-to-create-a-live-video-session) to meet with clients.

You can also use a third-party application for scheduling and meeting with clients, such as Calendly or Zoom.

<Note>
  **Note:** Set your Coaching program to Manual Booking or the Kajabi Scheduler to use Kajabi's **Built-in Live Video** to meet with your clients. [Learn more about live video sessions](../../products/coaching/how-to-create-a-live-video-session).
</Note>

### Scheduling

* [Kajabi Scheduler](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product)
* [Calendly](../../products/coaching/connect-calendly-to-your-coaching-product)
* [Acuity](../../products/coaching/how-to-connect-acuity-to-your-coaching-product)
* [Google Calendar](https://support.google.com/calendar/answer/190998?co=GENIE.Platform%3DDesktop\&hl=en)

### Meeting (Video Conference, Chat, Webinar, etc.)

* [Kajabi's Built-in Live Video](../../products/coaching/how-to-create-a-live-video-session)
* [Zoom](https://zoom.us/)
* [Google Meet](https://apps.google.com/intl/en/meet/)


# Create a live video session
Source: https://help.kajabi.com/articles/products/coaching/how-to-create-a-live-video-session

Meet with Coaching clients face-to-face using Kajabi's built-in live video, Kajabi Live.

Meet with your coaching clients face-to-face directly from Kajabi using **built-in live video**. No third-party video tools required.

<img alt="Kajabi Live Video" />

Kajabi's Live Video is available with Course Products, manually scheduled coaching programs, and Coaching Products using Kajabi Scheduler. If you have connected Calendly or a custom link to help you schedule your program, you will not be able to Go Live with Kajabi.

To be eligible to use the Built-in Live Video feature, you can set up your Coaching Product or edit an existing Coaching Product with the Kajabi Scheduler or as a manually scheduled program.

## Client experience

With the combined power of Course Products and Coaching Products along with Kajabi's Built-in Live Video, your clients can experience an engaging, interactive program developed to meet their needs and help you deliver value during your video sessions.

The Coaching and Course Products are Product types that Kajabi offers to help you develop a world-class online presence. With Products, your customers can purchase the connected Offer to access your carefully curated program.

[Learn about what happens when a customer purchases an Offer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).

After your customer has purchased your Offer, they can access their purchased product from their Library.

If you have set up the Coaching Product to schedule manually, you will need to schedule each session manually for each coaching client.

When the date and time of your coaching session arrive, your client can enter their product and click **Join Session**:

<img alt="Join Session Button" />

During the live video session, your client will have video settings that they can update to adjust their camera, microphone, sound, video quality, and background effects. [Learn more about each setting](#live-session-settings).

## **Add to Calendar for Coaching Sessions**

The "Add to Calendar" feature lets members save upcoming coaching sessions to their personal calendar. Calendar links are automatically included in confirmation emails and displayed on member-facing pages.

<Frame>
  <img alt="Addtocalendar 1" />
</Frame>

### **Where Members See Calendar Links**

* **Coaching session emails** — Links appear alongside the existing ICS attachment
* **Member-facing coaching pages** — Links are displayed on the session detail view

### **How Calendar Links Work**

Each calendar link contains a secure, time-limited token tied to the coaching session.

<Note>
  **Important:**

  * Calendar links expire after **1 year** from generation
  * This feature is separate from Cronofy calendar sync, which handles coach availability and session booking. "Add to Calendar" is for members saving confirmed sessions to their personal calendar
</Note>

## Create a Coaching program with built-in live video

1. Open the **Products** tab from your Dashboard
2. Select **Coaching**
3. Click **+ New Coaching Program** to create your first Coaching Program
4. Click **Get Started**
5. Select **Single session** or **Package**
   * [**Single session**](../../products/coaching/how-to-offer-a-single-coaching-session): single coaching session
   * [**Package**](../../products/coaching/differences-between-a-11-coaching-program-and-group-coaching): coaching program with multiple sessions
6. Complete the prompt to include:
   * Title of the program
   * Coach name (optional)
   * Description of the program
7. Click **Continue**
8. Select your scheduling preference:
   * Select **Manual booking** or **Kajabi**
   * Enter your Location (e.g., Built-in live video)
   * Enter the Duration of every session
9. Click **Continue** to continue customizing your Coaching Program

### Change to manual booking

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Coaching Program** that you wish to use
4. Open **Settings** from the top menu of your Program
5. Navigate to **Scheduling**
6. Select **Manual booking** or **Kajabi**
   * Enter your Location (e.g., Built-in live video)
   * Enter the Duration of every session
7. Scroll to the top or bottom of the Settings page and click **Save**

<div>
  <iframe />
</div>

### Manual scheduling

Manual scheduling requires you to manually schedule each coaching session for each coaching client:

<img alt="Manual Scheduling" />

### Manually schedule a session

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Coaching Program** that you wish to use
4. Click the **client** that you want to schedule
5. Open the **session**
6. Click **Schedule Session**

<div>
  <iframe />
</div>

## Start a live session

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Coaching Program with manual booking**
4. Select the **client** you are meeting
5. Click into your **session**
6. Navigate to the top right corner of the page to click **Go Live**

<div>
  <iframe />
</div>

<Note>
  **Note:** Set your Coaching Program to manual booking, or you will not have the option to go live within your Coaching Sessions. [Learn to create a Coaching Product with manual booking](#manual-scheduling).
</Note>

## Live session settings

As an admin, you can adjust various settings to control your live video session. Use these settings to change your camera, mic, and video settings and your participant(s) settings.

### Camera settings

Turn your camera on or off with the camera setting. Use the dropdown to select the camera used for your live video.

<img alt="Camera Settings" />

<Tip>
  **Tip:** Some web cameras are not supported by every browser. If you encounter any difficulty selecting your camera from the live video camera list, try switching to a different browser (for example, if you're using Safari try Google Chrome instead).
</Tip>

### Mic settings

Turn your microphone on or off with the microphone setting. Use the dropdown to select the microphone used for your live video.

<img alt="Mic Settings" />

### Effects

Background Effects - Apply background effects to your live video.

<img alt="Background Effects" />

### More settings

Access more settings in the top corner of your live video session:

<div>
  <iframe />
</div>

* **Audio & Video** - Select the camera, microphone, and speakers used for your live video session
* **Video Quality** - Select the video quality that's best for your network
  * Auto (High quality) - quality automatically adjusts based on your network conditions
  * High quality - Video is always set to the highest quality possible
  * Low quality - Video may be pixelated; best for slow connections
  * Bandwidth saver - Your camera is turned off. This setting is best for mobile or poor connections. You will receive low-quality videos from others
* **Language** - Change the language for your call
* **Background Effects** - Apply background effects to your live video

### Change the view

In the top right corner of your live video, you can select how you wish to view your call:

* Speaker view
* Grid view

<img alt="View Options" />

### View live video participants

View the participants that have joined your call by selecting **People** located at the bottom of your live video session.

<img alt="View Participants" />

### Open a live video chat

Converse with your participants through live video chat by clicking the **Chat** icon located at the bottom of your live video session.

<img alt="Live Video Chat" />

### Share a screen

Share your screen with your live video participants by clicking the **Share** icon located at the bottom of your live video session.

<img alt="Share Screen" />

### Record video

Record your live video session to share with your coaching client or keep for your records. Your recorded session link will be emailed to the email associated with your Kajabi account.

Access and download your recorded session from your coaching portal. [Learn more about recording sessions](#record-a-session).

<img alt="Record Video" />

<Note>
  **Note:** Breakout rooms cannot be recorded. If you record your session before starting a breakout session, the recording will be stopped as soon as you start a breakout session. If you wish to resume recording after your breakout session, you will need to click **Record** to begin a new recording. Your recordings will be uploaded and shared as separate files. If you have set up your Course Product to create a lesson for your recording, the recordings will create separate lessons for each file.
</Note>

### Create a breakout session

Encourage individual participation within a small-group discussion by creating a breakout session during your live video session in your Course and Coaching Products. [Learn more about breakout sessions](../../products/coaching/how-to-create-breakout-sessions-with-kajabi-live).

<img alt="Create Breakout Session" />

### Leave the call

Click **Leave** in the bottom corner of your live video session to end your call.

<img alt="Leave Call" />

## Control participant settings

After a participant joins the live video session, you can click on their floating "more settings" icon to mute, turn off their camera, pin the participant, and remove the participant from your call.

<img alt="Participant Settings" />

## Record a session

Record your live video session and access your recording directly from your Course or Coaching Product.

Recording a Kajabi Live video session automatically saves your recording to your Past Recordings section located in your Course Settings and within your Coaching Sessions.

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Coaching Program with manual booking**
4. Select the **client** you are meeting
5. Click into your **session**
6. Navigate to the top right corner of the page to click **Go Live**
7. Select your desired session settings
8. Click **Join**
9. Click **Record** at the bottom of your session in the settings panel

<div>
  <iframe />
</div>

<Note>
  **Note:** Breakout rooms cannot be recorded. If you record your session before starting a breakout session, the recording will be stopped as soon as you start a breakout session. If you wish to resume recording after your breakout session, you will need to click **Record** to begin a new recording. Your recordings will be uploaded and shared as separate files. If you have set up your Course Product to create a lesson for your recording, the recordings will create separate lessons for each file.
</Note>


# Create breakout sessions with Kajabi Live
Source: https://help.kajabi.com/articles/products/coaching/how-to-create-breakout-sessions-with-kajabi-live

Encourage active learning and individual engagement with Breakout Rooms.

<Note>
  **Note:**
  This feature is available with Premium Video enabled and Group Coaching. If you do not see this setting, enable [Premium Video](../../products/courses/how-to-enable-premium-video) or create a [Group Coaching](../../products/coaching/group-coaching) Product.
</Note>

**Breakout Rooms** provide your customers with the opportunity to participate in small group discussions during your Kajabi Live sessions. By creating a space to engage with their peers in a more intimate environment, you can encourage deeper learning and participation among your clients.

## Create a breakout room

1. Open a Kajabi Live session (available in Group Coaching and Course Products). [Learn more about live video sessions](../../products/coaching/how-to-create-a-live-video-session)
2. Click **Breakout** from your Kajabi Live control bar
3. Click **Create a new breakout session**

<img alt="Create Breakout Session" />

4. Customize your Breakout Room Settings:
   * Edit the number of rooms
   * Select **Participants join automatically** to have your attendees join the breakout rooms as soon as you click **Start breakout session**
   * Assign your attendees to the breakout rooms. [Learn more about assigning attendees](#assign-attendees-to-breakout-rooms)
5. When you are ready to begin your breakout rooms, click **Start breakout session**

<Note>
  **Note:**
  Breakout rooms cannot be recorded. Starting your breakout session will end your recording. If you want to continue recording after the breakout session, you will need to click **Record** to begin a new recording.
</Note>

<img alt="Breakout Room Settings" />

## End a breakout session

When you are ready to end the breakout session, you can warn your clients that the session is coming to an end or end it immediately:

<img alt="End Breakout Session" />

<Note>
  **Note:**
  Breakout sessions cannot be recorded. Starting a breakout session will end your recording. If you want to continue recording after the breakout session, you will need to click **Record** to begin a new recording. Your recordings will be uploaded and shared as separate files. If you have set up your Course Product to create a lesson for your recording, the recordings will create separate lessons for each file.
</Note>

## Assign attendees to breakout rooms

Breakout rooms in Kajabi Live allow you to manually assign or automatically assign attendees to a designated breakout room.

### Manually assign

1. Open the **Breakout** settings from your Kajabi Live control bar
2. Customize the number of breakout rooms
3. Locate an attendee you wish to assign
4. Click and hold the attendee's name, then drag it to your desired breakout room
5. Repeat for all of your attendees

<div>
  <iframe />
</div>

6. Click **Start breakout session** when you are ready to separate your attendees into small group discussions

### Automatically assign

1. Open the **Breakout** settings from your Kajabi Live control bar
2. Customize the number of breakout rooms
3. Click **Assign automatically**

<img alt="Assign Automatically" />

4. Click **Start breakout session** when you are ready to separate your attendees into small group discussions


# Create breakout sessions with Kajabi Live
Source: https://help.kajabi.com/articles/products/coaching/how-to-create-breakout-sessions-with-kajabi-live-12695237

Encourage active learning and individual engagement with Breakout Rooms.

<Note>
  **Note:**
  This feature is available with Premium Video enabled and Group Coaching. If you do not see this setting, enable [Premium Video](../../products/courses/how-to-enable-premium-video) or create a [Group Coaching](../../products/coaching/group-coaching) Product.
</Note>

**Breakout Rooms** provide your customers with the opportunity to participate in small group discussions during your Kajabi Live sessions. By creating a space to engage with their peers in a more intimate environment, you can encourage deeper learning and participation among your clients.

## Create a breakout room

1. Open a Kajabi Live session (available in Group Coaching and Course Products). [Learn more about live video sessions](../../products/coaching/how-to-create-a-live-video-session)
2. Click **Breakout** from your Kajabi Live control bar
3. Click **Create a new breakout session**

<img alt="Create Breakout Session" />

4. Customize your Breakout Room Settings:
   * Edit the number of rooms
   * Select **Participants join automatically** to have your attendees join the breakout rooms as soon as you click **Start breakout session**
   * Assign your attendees to the breakout rooms. [Learn more about assigning attendees](#assign-attendees-to-breakout-rooms)
5. When you are ready to begin your breakout rooms, click **Start breakout session**

<Note>
  **Note:**
  Breakout rooms cannot be recorded. Starting your breakout session will end your recording. If you want to continue recording after the breakout session, you will need to click **Record** to begin a new recording.
</Note>

<img alt="Breakout Room Settings" />

## End a breakout session

When you are ready to end the breakout session, you can warn your clients that the session is coming to an end or end it immediately:

<img alt="End Breakout Session" />

<Note>
  **Note:**
  Breakout sessions cannot be recorded. Starting a breakout session will end your recording. If you want to continue recording after the breakout session, you will need to click **Record** to begin a new recording. Your recordings will be uploaded and shared as separate files. If you have set up your Course Product to create a lesson for your recording, the recordings will create separate lessons for each file.
</Note>

## Assign attendees to breakout rooms

Breakout rooms in Kajabi Live allow you to manually assign or automatically assign attendees to a designated breakout room.

### Manually assign

1. Open the **Breakout** settings from your Kajabi Live control bar
2. Customize the number of breakout rooms
3. Locate an attendee you wish to assign
4. Click and hold the attendee's name, then drag it to your desired breakout room
5. Repeat for all of your attendees

<div>
  <iframe />
</div>

6. Click **Start breakout session** when you are ready to separate your attendees into small group discussions

### Automatically assign

1. Open the **Breakout** settings from your Kajabi Live control bar
2. Customize the number of breakout rooms
3. Click **Assign automatically**

<img alt="Assign Automatically" />

4. Click **Start breakout session** when you are ready to separate your attendees into small group discussions


# Customize a Coaching Product
Source: https://help.kajabi.com/articles/products/coaching/how-to-customize-your-coaching-product

Apply brand colors and design elements to create a cohesive Coaching Product page.

Design your **Coaching Product** by adding your brand colors as primary and accent colors to create a cohesive look that reflects your brand.

<div>
  <iframe />
</div>

## Select primary and accent colors

<img alt="Coaching Product Customization" />

The primary color applies to all buttons and icons on your page. The accent color applies to the background of the top section of your Product.

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the Coaching Product you wish to edit
4. Click **Settings**
5. Scroll to the **Page customization** card
6. Click the **Primary color** and **Accent color** cards to enter your custom colors
7. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

Looking to add agenda items? [Learn how to create a Coaching Product](../../products/coaching/how-to-create-a-coaching-product).


# Integrate multiple 3rd party calendars with the Kajabi Scheduler
Source: https://help.kajabi.com/articles/products/coaching/how-to-integrate-multiple-3rd-party-calendars-with-the-kajabi-scheduler

Merge multiple calendars from Google, Outlook, or Office 365 with Coaching availability to eliminate scheduling conflicts.

You can select which calendars within your integrated 3rd party calendar tools, such as Google Calendar, Microsoft Outlook, or Microsoft Office 365, you wish to merge with your **Coaching availability calendar**.

If you have separate calendars created within the 3rd party calendar tool, such as a work calendar and a personal calendar, you can choose to include the personal calendar in the Kajabi calendar integration. This ensures that Coaching Sessions booked by a client will not interfere with any other events you may already have on your calendar.

<Warning>
  **Important:**
  When you add a 3rd party calendar integration, previously scheduled sessions will not be added to your 3rd party calendar. If you've not yet launched your Coaching Program, set up your calendar integrations first to avoid this issue. If you already have sessions scheduled, you'll need to manually check for and fix any double bookings that occur after integrating calendars.
</Warning>

<Note>
  **Note:**
  Kajabi Scheduler only allows booking up to 3 months in advance.
</Note>

## Integrate 3rd party calendars

In order to integrate multiple Google Calendars with Kajabi, you must integrate your first Google Calendar with Kajabi.

### Integrate Google Calendar

1. From the Kajabi Dashboard, navigate to **Products**
2. Select **Coaching**
3. In Coaching, select **Settings**
4. Press the **Sign in with Google** option in the Google Calendar option
5. Choose the **Google account** you wish to connect
6. Press **Allow** granting Kajabi permission to integrate with your Google calendar

<div>
  <iframe />
</div>

In order to integrate multiple Microsoft Outlook calendars with Kajabi, you must first integrate Microsoft Outlook with Kajabi.

### Integrate Microsoft Outlook

#### Generate an app-password for Microsoft Outlook

First, you will need to generate an app-password to use specifically for integrating Microsoft through third party integrations:

1. Log into your Microsoft account and select **My Microsoft account**
2. Click **Security** from the top blue panel
3. Select **Advanced security options**
4. Click **Turn on** for Two-step verification
5. Follow the on-screen instructions to setup Two-step verification
6. After completing your Two-step verification setup, a section will appear called **App passwords**
7. Click **Create a new app password**

A new app-password will be generated for you. Use your newly created app-password to authenticate your account instead of your original Microsoft password.

#### Log into Microsoft through Kajabi

1. From the Kajabi Dashboard, navigate to **Products**
2. Select **Coaching**
3. In Coaching, select **Settings**
4. Press the **Sign in with Microsoft** button next to the Microsoft Outlook selection
5. **Log into** your Microsoft Outlook account by using your Microsoft Outlook app-password
6. Press the **Login** button to complete the integration

<div>
  <iframe />
</div>

In order to integrate multiple Microsoft Office 365 calendars with Kajabi, you must first integrate Microsoft Office 365 with Kajabi.

### Integrate Microsoft Office 365

1. From the Kajabi Dashboard, navigate to **Products**
2. Select **Coaching**
3. In Coaching, select **Settings**
4. Press the **Sign in with Microsoft** button next to the Microsoft Office 365 selection
5. Enter the **email address** for the Office 365 account you wish to connect
6. Press the **Continue** button to finish the login process with Microsoft Office 365

<div>
  <iframe />
</div>

## Integrate multiple calendars

Once you have integrated a 3rd party calendar tool, you can add any extra calendars you have set up within the 3rd party calendar tool.

1. From the Kajabi Dashboard, navigate to **Products**
2. Select **Coaching**
3. In Coaching, select **Settings**
4. Select which **Calendars** you want to be included in your Kajabi Scheduler. Only calendars with "full write" permissions will be available to select
5. Click **Save** to save your settings

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Link to another Google Calendar by sharing your calendar. [Learn to share your Google Calendar](https://support.google.com/calendar/answer/37082). Want a separate "coaching" calendar to capture your scheduled coaching events? [Learn to create a Google Calendar](https://support.google.com/calendar/answer/37095).
</Tip>

## Reconnect a calendar

If your login credentials have changed for your third-party calendar, you will need to re-authorize your integration. Kajabi will notify you by email and in your Coaching Settings if you need to reconnect your calendar to Kajabi.

If you do not reconnect your calendar, your events will not sync properly.

1. From the Kajabi Dashboard, navigate to **Products**
2. Select **Coaching**
3. In Coaching, select **Settings**
4. Locate the calendar that requires reconnecting
5. Click **Reconnect**
6. Enter your login credentials for your account to authorize the reconnection

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Keep your connected calendar aligned with the availability set in your Coaching Settings. If your settings show availability from 9 AM - 5 PM on weekdays, then you add a "working" or "coaching" event on your connected calendar from 9 AM - 5 PM on weekdays, your coaching clients will be unable to schedule coaching sessions during your "working" or "coaching" event. Adding an event during your set availability will make it appear as though your time slots have been booked.
</Note>


# Offer a single Coaching session
Source: https://help.kajabi.com/articles/products/coaching/how-to-offer-a-single-coaching-session

Provide additional individual sessions for an existing Coaching package.

**Single Coaching Sessions** allow you to offer additional coaching sessions on top of an existing coaching package. If your member needs another session or additional coaching to meet their goal, you can add one directly from the admin dashboard.

## Add a single Coaching session

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select **Clients**
4. Select the client and **Coaching Program** you wish to add a session to
5. Click **+ Add Session**
6. Give the Session a **Title** and **Description**, then click **Add Session**
7. Select **Schedule Session** to schedule a time for the session

<div>
  <iframe />
</div>

## Charge for a single Coaching session

If you wish to charge a fee for the single Coaching session, set up a Ghost Offer for your member to purchase.

[Learn more about Ghost Offers and how to use them](../../sales/offers/how-to-create-a-ghost-offer).


# Upload recorded Coaching sessions
Source: https://help.kajabi.com/articles/products/coaching/how-to-upload-recorded-coaching-sessions

Upload recorded Coaching sessions for clients to access and reference later.

Give your coaching clients access to **recorded sessions** so they can reference your coaching content later.

<div>
  <iframe />
</div>

<Note>
  **Note:** If you have not connected Calendly to your Coaching Program, your Coaching Dashboard may differ in appearance. If Calendly is not connected, your Coaching Dashboard will display your Programs first and will not present the Upcoming sessions page.
</Note>

## Recorded Coaching sessions

Looking to record your coaching session? During your live video session, use the [Live Video Settings](../../products/coaching/how-to-create-a-live-video-session) to record your session.

## Upload a recorded Coaching session

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Session** to upload your recorded session to
4. Click the **name** of the client you wish to upload your recorded session to
5. Navigate to **Session recording**
6. Click **Select Video**
7. Click **Upload a New File** or **Select a Recent File**
8. Add your recorded session
9. Click **Upload**
10. Click **Save** to upload your recording

<Note>
  **Note:** If you have not connected Calendly to your Coaching Program, your Coaching Dashboard may differ in appearance. If Calendly is not connected, your Coaching Dashboard will display your Programs first and will not present the Upcoming sessions page.
</Note>


# Identify inactive Coaching sessions
Source: https://help.kajabi.com/articles/products/coaching/identify-inactive-sessions-in-your-coaching-product

Filter and locate inactive sessions in a Coaching Product.

**Inactive sessions** occur when a coaching client has the Coaching Product [revoked](../../contacts/manage-your-contacts/revoke-product-access-from-a-customer) or product access has [expired](../../sales/offers/how-to-restrict-product-access-to-a-specific-amount-of-days).

<img alt="Inactive Sessions" />

## Locate inactive Coaching sessions

Identify your inactive coaching sessions in the Coaching Dashboard to strategize your upcoming coaching plans.

1. Open the **Products** tab from your Dashboard
2. Click **Coaching** in the left dropdown menu under Products
3. Select the **Show inactive** checkbox in your Sessions section to view your inactive coaching sessions

<img alt="Show Inactive Sessions" />


# Kajabi Scheduler overview
Source: https://help.kajabi.com/articles/products/coaching/kajabi-scheduler-overview

Set reminders, manage availability, and add the Kajabi Scheduler Widget to connect with Coaching clients.

The **Kajabi Scheduler** is Kajabi's scheduling tool to help you set appointments and meet with your coaching clients. You can schedule your sessions around your set availability and meet through any method of your choice (including [Kajabi's built-in live video](../../products/coaching/kajabis-built-in-live-video-faqs)).

When your customers purchase your Coaching Program, they can schedule their sessions based on your set availability. [Learn to connect Kajabi Scheduler to a Coaching Product](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product).

## Notifications

Send reminder email notifications to your one-on-one coaching clients to encourage them to engage and attend your scheduled appointment in a timely manner.

With the Kajabi Scheduler you can customize your Reminder Email template and set the number of notifications you want sent before your appointment.

Customize your reminder notification to be sent out as many times as you need, whether that is 5 days before to 15 minutes before and anywhere in between.

<img alt="Reminder Notifications" />

### Set reminder notifications for a 1:1 Coaching Program

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Open the **Programs** tab
4. Select the 1:1 Coaching Program that you wish to customize
5. Click **Settings** in your 1:1 Coaching Program
6. Navigate to **Scheduling**
7. Use the toggle to **Enable reminders**
8. Add your desired reminder emails to be sent to you and the client before your session start time
9. Click **Save** to keep and apply at the top or bottom corner of the Program Settings page

<div>
  <iframe />
</div>

### Set reminder notifications for a Group Coaching Program

1. Open the **Products** tab from your Dashboard
2. Click **Coaching**
3. Open the **Programs** tab
4. Select the Group Coaching Program that you wish to customize
5. Open the Group that you wish to customize
6. Click **Settings** in your Group Coaching Program
7. Navigate to **Scheduling**
8. Use the toggle to **Enable reminders**
9. Add your desired reminder emails to be sent to you and the client before your session start time
10. Click **Save** to keep and apply at the top or bottom corner of the Program Settings page

<div>
  <iframe />
</div>

After setting your reminders, navigate to the **Notifications** section of your Group settings. Use the checkboxes to select who receives the email notifications when changes are made to coaching sessions:

<img alt="Notification Settings" />

### Customize the email notification template

With Kajabi, you can customize the [automated emails sent by your site](../../account-settings/notifications/edit-automated-email-notifications).

The different automated email types for Coaching include:

* Coaching Session Added
* Coaching Session Scheduled
* Coaching Session Scheduled Corrected
* Coaching Session Rescheduled
* Coaching Session Canceled
* Coaching Session Reminder
* Coaching Session Content Changed
* Coaching Session Recording Uploaded

<Note>
  **Note:**
  These automated emails cannot be turned off. The email can be customized in the [system emails setting](../../account-settings/notifications/edit-automated-email-notifications) or from the Notifications section of your Coaching Settings.
</Note>

### What happens if a session is canceled or rescheduled?

When a session is canceled or rescheduled, an automated notification email will be sent to the involved parties. The email can be customized in the [system emails setting](../../account-settings/notifications/edit-automated-email-notifications).

## Scheduler widget

Add a Coaching Scheduler Widget to your site, landing, and product pages to encourage your customers to book a session with you.

With the Coaching Scheduler Widget you can add the Kajabi Scheduler as a block or section and customize your coaching clients' experience with your site by making it easier to schedule a coaching session.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Coaching Scheduler Widget is only available for 1:1 coaching programs that have the Kajabi Scheduler connected. [Learn to connect Kajabi Scheduler to a Coaching Product](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product).
</Note>

The Coaching Scheduler Widget is available to install in the following pages and themes:

* Encore Site Pages (v1.9.0)
* Encore Landing Pages (v2.9.0)
* Premier Site Pages (v6.3.0)
* Premier Landing Pages (v6.3.0)
* [Momentum Product theme](/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template) (v6.7.0)
  * Dashboard body
  * Dashboard sidebar
* [Premier Product Theme](/articles/products/courses/how-to-customize-your-course-product-with-premier) (v7.6.0)
  * Product Hero
  * Product Welcome Body
  * Product Sidebar
  * Post Body
  * Post Sidebar

Be sure to upgrade your theme to the latest released version.

To add the Scheduler Widget to a **Kajabi Page** (i.e., Landing Page or Website Page) add a block or section to your desired page. [Learn more about pages](../../website/pages/pages-explained).

1. Open the **Website** tab from your Dashboard
2. Select the page you want to customize or [create one](../../website/pages/how-to-add-pages-to-your-website)
3. Navigate to the sidebar editor
4. Select **+ Add Section** or open a section and click **+ Add Content** to add a block
5. Locate the **Kajabi Scheduler Widget**
6. Customize your Section/Block
7. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

To add the Scheduler Widget to a **Product** open your Product Theme Editor and customize your product theme with the widget in your desired Course Product.

* [Learn to customize a Momentum Product Theme](/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template)
* [Learn to customize a Premier Product Theme](/articles/products/courses/how-to-customize-your-course-product-with-premier)

### What happens when the customer schedules an appointment through the widget?

First, your customer will be prompted to select a date and time within your set availability:

<div>
  <iframe />
</div>

They will then be directed to Kajabi's Pop-Up Checkout for a seamless experience with your site. [Learn more about Pop-Up Checkout](../../sales/checkout/popup-checkout).

<div>
  <iframe />
</div>

Your customer will have 10 minutes to complete the Pop-Up Checkout (even if it's a free Coaching Session). There will be a 10-minute hold placed on your calendar during this time to ensure that your customer has the time to complete their purchase and scheduling:

<img alt="Calendar Hold" />

If your customer cancels their purchase before completing the checkout process, the hold will be removed from your calendar and the time slot will be opened for other customers.

If your customer completes their purchase within the 10-minute window, the temporary hold on your calendar will be replaced with the completed booking event.

<img alt="Completed Booking" />

<Note>
  **Note:**
  Leave the temporary hold on your calendar if you see the hold appear when a customer is purchasing your session. If you accidentally delete the temporary hold it will not interrupt or impact your customer experience. If they complete their purchase, the session will be scheduled and will appear in your calendar.
</Note>

### Best practices for the Scheduler widget

**1. Exclude time restricted Offers**

Connect Offers that do not have a set start date or time restriction so as not to complicate the scheduling of your coaching sessions.

When you create the Kajabi Scheduler Widget, Offers that have a time restriction will not appear in the Offer selector to protect your customer experience. If you choose to customize the Offer after setting up your Kajabi Scheduler Widget and it impacts the scheduling of a session, the booking process will not display for your customer. They will instead encounter the pop-up checkout.

**2. Exclude Offers unique to BMA or In-App Payments**

Avoid Offers that are unique to BMA or In-App Payments to protect your customer experience.

**3. Gift Offers should contain clear communication for scheduling**

Gift Offers can be enabled for your Coaching Session and will be displayed as an option within the Pop-Up Checkout, but their selected time slot will not process if your customer chooses to gift the session. The hold will disappear and will remain open for other customers. This will allow the customer that receives the gift to schedule their preferred date and time. Be sure to clearly communicate to your customers that they will need to have the gifted recipient schedule their session.

## FAQs

### How far in advance can my clients book a session with me?

Kajabi Scheduler allows your clients to book a coaching session up to 200 days in advance. The default setting is 2 weeks in advance, but you can update this in your coaching settings.

### Does this support Group Coaching?

Yes, Kajabi Scheduler supports both 1:1 and Group Coaching. Clients are only able to schedule 1:1 coaching sessions themselves. Group Coaching scheduling can only be done by the coach.

### Can the coach schedule sessions on behalf of the client?

Yes. Coaches have the ability to reschedule and cancel sessions on behalf of the clients from the session tracking page.

### Do I have to disconnect Calendly in order to switch over to the Kajabi Scheduler?

No, you do not need to disconnect Calendly to use the Kajabi Scheduler. If you have a Coaching Product connected to Calendly, create a Coaching Product to connect to the Kajabi Scheduler rather than updating your existing Product. Data from Calendly cannot be transferred to the Kajabi Scheduler.

### After I record a live video session, does my recording auto-upload to my client's session?

Yes. With Coaching, your live video sessions can be auto-uploaded to your client's session. [Learn to auto-upload Coaching live video session recordings](../../products/coaching/manage-your-coaching-session-recordings).

### How can I edit my time zone and availability preferences in the Kajabi Scheduler?

You can edit your time zone and availability preferences in your Coaching Settings. [Learn more about connecting the Kajabi Scheduler](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product).

To help you get started, your coaching availability defaults to 9AM - 5PM in the time zone set under your [Account Details](../../account-settings/my-kajabi/change-your-account-details).

### I have multiple Coaching Products, can I have separate availabilities in the Kajabi Scheduler?

At this time, the Kajabi Scheduler only supports one availability schedule. This availability schedule will apply to all of your Coaching Products.

### Does the Kajabi Scheduler integrate with 3rd party calendar tools?

Yes, you can integrate Google Calendar, Outlook and Office 365 with the Kajabi Scheduler, so client scheduled sessions will automatically be added to your personal calendar. [Learn how to integrate 3rd party calendars](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product).

When you add a 3rd party calendar integration, previously scheduled sessions will not be added to your 3rd party calendar. If you've not yet launched your Coaching Program, set up your calendar integrations first to avoid this issue. If you already have sessions scheduled, you'll need to manually check for and fix any double-bookings that occur after integrating calendars.

### Can I block specific days of the month when I cannot take clients for Coaching?

You can use the Kajabi Scheduler in the Coaching Product to block specific days of the month when you cannot take coaching clients. Start by [integrating Kajabi Scheduler into your Google Calendar](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product) and creating an all-day event to a specific date to block clients from scheduling coaching sessions.

### Can I use Kajabi Scheduler to book free Discovery Calls?

Yes. You can set up free Discovery Calls with potential clients by creating a Single Session Coaching Product and attaching it to a Free Offer.


# Kajabi built-in live video FAQs
Source: https://help.kajabi.com/articles/products/coaching/kajabis-built-in-live-video-faqs

Find answers to frequently asked questions about going live in Coaching Sessions.

**Live video coaching** allows you to meet with your clients using Kajabi's built-in live video feature within a manually scheduled Coaching Product.

<img alt="Kajabi Live Video" />

[Learn more about creating a live video session](../../products/coaching/how-to-create-a-live-video-session).

## FAQs

### How can I go live?

Live Video is available in the [Manual Booking option of your Coaching Product](../../products/coaching/how-to-create-a-live-video-session) and your [Course Products](../../products/courses/how-to-go-live-in-your-course-product).

[Learn how to create a Coaching Product with built-in live video](../../products/coaching/how-to-create-a-live-video-session).

### When creating a Manual Booking, I am prompted to add a "location." If I want to go live with my client, how should I fill out this field?

Use the location field to add information or a reminder that your clients can access their live video coaching session in their product or leave it blank. Your clients can click the **Join Session** button on their session page after you have started the live video session.

### Does Kajabi Live cost extra money?

No, this is all available in the Coaching Product.

### Do I need to download anything to use the Go Live feature?

No, live video is done in your browser, so you won't need to download an app.

### Can I go live in a single Coaching session as well as in a package Coaching session?

Yes. The option to go live is available in single sessions as well as packages.

### Can I go live with multiple people in my Coaching Product?

Yes. You can create a [Group Coaching Product](../../products/coaching/group-coaching) to offer your expertise to multiple people.

### How many participants can go live in one room?

Up to 200 people can appear on video in the live room at once.

You can also have up to 20 breakout rooms with 10 participants each.

### Does the Go Live feature work on mobile devices?

Yes. It works on mobile web browsers. The coaching feature is not currently available in the Kajabi mobile app.

### Can I use Kajabi Live with the Calendly integration?

No, Live Video within your Coaching program is only available with [Manual Scheduling](../../products/coaching/how-to-create-a-live-video-session) or the [Kajabi Scheduler](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product) coaching option.

### How do I notify my clients when I start the live video session in the Coaching program?

The client's email address will be visible on their coaching session page as a mailto link. Coaches can email them manually from the coaching session page so that both parties can coordinate to go live at the right time.

### Besides Coaching, where else can I use live video?

Live Video is available with the [Coaching](../../products/coaching/how-to-create-a-live-video-session) and [Course](../../products/courses/how-to-go-live-in-your-course-product) Products at this time.

### What settings are available when using live video?

**Video Controls**:

* Turn-off the camera
* Mute
* Video effects, such as adding a background
* Change name
* Screen share
* Record video
* [Breakout Rooms](../../products/coaching/how-to-create-breakout-sessions-with-kajabi-live)

[Learn more about each setting](../../products/coaching/how-to-create-a-live-video-session).

**Chat transcript**: Coaches and clients are able to download the chat transcript.

**Rejoin a live video session**: If a coach or client leaves in the middle of a live session, they can rejoin the session using the direct link and/or the **Join Session** button located in their Coaching Session.


# Manage Coaching session recordings
Source: https://help.kajabi.com/articles/products/coaching/manage-your-coaching-session-recordings

Upload Kajabi Live recordings to Coaching sessions automatically.

**Kajabi Live recordings** can be automatically saved and uploaded to your coaching sessions, giving you and your clients easy access to past session content.

## Record Coaching sessions

Kajabi gives you the power to meet virtually with your coaching clients with [Kajabi Live](../../products/coaching/how-to-create-a-live-video-session).

With Kajabi Live, your recordings are automatically saved and can be accessed in Past Recordings in each session. Click the link next to **Access session recordings** in the **Session recording** section:

<div>
  <iframe />
</div>

Recording your sessions allows you to share, repurpose, or review your coaching session.

## Enable automatic uploads

Give your coaching clients access to the recordings by automatically uploading the Kajabi Live recordings to each session. This uploads a recording to the Session Recording section after each session is completed.

1. Open your **Products** tab from your Dashboard
2. Click **Coaching**
3. Select the **Program** you wish to customize
4. Open **Settings**
5. Toggle on **Automatically upload Kajabi Live recordings to sessions**
6. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

<Note>
  **Note:** Previous recordings can be accessed and uploaded to a coaching session by opening **Access recording sessions** in the Session Recording section. Keep in mind that if you recorded around a [breakout session](../../products/coaching/how-to-create-breakout-sessions-with-kajabi-live), there may be multiple recording files available within a single live video session.\
  Members cannot download coaching session recordings.
</Note>


# Schedule Group Coaching sessions
Source: https://help.kajabi.com/articles/products/coaching/schedule-group-coaching-sessions

Set dates and times for Group Coaching sessions using your integrated calendar.

**Group Coaching** allows you to lead guided coaching sessions for multiple participants. This differs from the Coaching Product that allows for exclusive, one-on-one coaching.

Due to the participation of multiple attendees, Group Coaching requires you to set up the dates and times that your group coaching sessions will be held rather than your clients scheduling a date and time to meet with you.

## Schedule Group Coaching sessions

1. Open the **Products** tab from your Dashboard
2. Select **Coaching**
3. Click the **Programs** tab
4. Navigate to your desired **Group Coaching Program**
5. Click **Settings** from the top menu of your program
6. Navigate to **Scheduling**
7. Customize your scheduling preferences
8. Click **Save** to keep and apply your changes
9. Navigate to the **Groups** tab
10. Select the **Group** where you want to schedule sessions
11. Select the **session** you want to schedule
12. Click **Schedule session**
13. Complete the prompt for scheduling your session and click **Ok**
14. Manually click into each session that you are ready to schedule

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If a member signs up for the program after the sessions have already been scheduled, they will receive email invites to each of the scheduled sessions if you are using the Kajabi Scheduler. [Learn to connect the Kajabi Scheduler to a Coaching Product](../../products/coaching/connect-the-kajabi-scheduler-to-your-coaching-product).
</Note>

## Override scheduling

By default, the groups in your Group Coaching Program will maintain the scheduling preferences from your Group Coaching Program settings. You can manually customize each group within the program by using the **Override program scheduling preferences** setting within the individual group setting:

<img alt="Override Program Scheduling Preferences" />

### Manually schedule each session for a group

1. Open the **Products** tab from your Dashboard
2. Select **Coaching**
3. Click the **Programs** tab
4. Navigate to your desired **Group Coaching Program**
5. Open the **Group** you want to schedule
6. Click **Settings** from within your Group
7. Toggle on **Override program scheduling preferences**
8. Customize your scheduling preferences
9. Click **Save** to keep and apply your override
10. Navigate back to the **Sessions** tab within your Group
11. Select a **session** to schedule
12. Click **Schedule session**
13. Complete the prompt for scheduling your session and click **Ok**
14. Manually click into each session that you are ready to schedule

<div>
  <iframe />
</div>


# Use the Coaching client admin dashboard
Source: https://help.kajabi.com/articles/products/coaching/the-coaching-client-admin-dashboard

View client status, schedule sessions, and manage your Coaching program from the Client Admin Dashboard.

The **Coaching Client Dashboard** helps you manage your coaching clients efficiently. From the Client Admin Dashboard, you can view your Coaching clients and relevant information such as:

* Upcoming Coaching sessions
* Completed Coaching sessions
* Client status

<img alt="Coaching Client Admin Dashboard" />

The **Client** button on the Coaching dashboard brings you to an Admin Dashboard with additional functions beyond the standard contacts view.

## Access the Coaching Client Admin Dashboard

1. Open **Products** from your Dashboard
2. Select **Coaching**
3. Click **Clients**

<div>
  <iframe />
</div>

From the Coaching Client Admin Dashboard you can perform a variety of functions, as well as view the status of your coaching clients.

### View a client profile

1. From the Dashboard, select the **Client** you wish to view
2. Select **Visit Profile**

<div>
  <iframe />
</div>

### Schedule a session

1. Select the **Client** you wish to schedule a Coaching session with
2. Click into the **Coaching Product**
3. Press the **Schedule session** button
4. Fill out the session details, then press **Save** to finish scheduling the Coaching session

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Kajabi Scheduler only allows booking up to 2 weeks in advance.
</Note>

## View client status

The Coaching Client Admin Dashboard makes it easy to view your clients' status.

A Coaching client's status can be **Active** or **Past**.

**Active** is defined as a Coaching client who has upcoming booked Coaching sessions, or sessions that still need to be scheduled:

<img alt="Active Client Status" />

**Past** is defined as a Coaching client who has completed all of their Coaching Sessions:

<img alt="Past Client Status" />

The **All** view shows all of your Coaching clients, both Active and Past:

<img alt="All Clients View" />


# Customize Coaching themes and builders
Source: https://help.kajabi.com/articles/products/coaching/whats-new-with-coaching

Tailor the look, feel, and functionality of a Coaching Product with theme and builder settings.

The **Coaching Theme Builder** gives you flexibility to tailor the look, feel, and functionality of your Coaching Product. This page walks you through the theme and builder settings available for Coaching Programs, Coaching Search, and Coaching Sessions.

## Access the Coaching theme builder

1. Create a Coaching Program
2. Within that program, navigate to **Settings**
3. In Settings, go to **Coaching Template**
4. Click **Customize** to access the Coaching Theme Builder

<div>
  <iframe />
</div>

## Header settings

Customize how the header displays across your Coaching Program, Coaching Search, and Coaching Session pages:

* Toggle on or off **Display Cart**
* Change font size and Header text
* Toggle on or off the **Sticky Header**
* Customize existing blocks or add a custom block

<div>
  <iframe />
</div>

## Coaching Program

The main page of your Coaching Program is flexible, with customization options available.

### Coaching Hero

* Customize the **Subtitle connecter text**
* Toggle ON/OFF to show the description. The description text width and spacing can be customized
* Edit or add **Social Icon** blocks
* Customize thumbnail image width and border radius
* Toggle and customize the **Additional Session** button
* Change the background color or display an image/video as the background

<div>
  <iframe />
</div>

### Coaching session listings

Edit the display for your Coaching Sessions Listings:

* Edit heading text, color, and title weight
* Toggle Sidebar ON/OFF and set position for desktop and mobile
* Customize the Sidebar Search block
* Customize upcoming Coaching Session listings
* Edit advanced header options
* Customize session listings, session status, and the Additional Session button
* Customize background, desktop, and mobile views

<div>
  <iframe />
</div>

## Coaching Search

Customize the Coaching Search page to fit your branding needs.

### Coaching Hero

* Customize the **Subtitle connecter text**
* Toggle ON/OFF to show the description. Customize width and spacing
* Edit or add **Social Icon** blocks
* Customize thumbnail image width and border radius
* Toggle and customize the **Additional Session** button
* Change the background color or display an image/video as the background

<div>
  <iframe />
</div>

### Coaching search results

* Edit the "searched," "showing," and "results" text terms
* Customize the color of search terms
* Adjust results per page settings
* Edit pagination controls
* Toggle Sidebar ON/OFF and set position for desktop and mobile
* Customize the Sidebar Search block
* Customize the Coaching Session Upcoming block

<div>
  <iframe />
</div>

## Coaching Session

The Coaching Session page is displayed during each session and includes extensive customization options.

### Page state

Use the **Page State** dropdown to select which session state to customize:

* Unscheduled
* Scheduled
* Completed
* Recording Uploaded

<div>
  <iframe />
</div>

### Offer block conditionals

If you'd like to add an **Offer** block to the page sidebar, you can then choose to do the following:

* Open in new tab
* Hide if owned
* Only show upon session completion

<div>
  <iframe />
</div>

### Session customization blocks

* Toggle Sidebar **ON/OFF** and change its position (desktop and mobile)
* Customize the Sidebar Search block
* Edit the **Coaching Session Resources** block (title, empty state text, link text, advanced settings)
* Edit the **Coaching Session Details** block (title, program text, sessions text, advanced settings)

<div>
  <iframe />
</div>

Additional Coaching Session page options:

* Coaching session header
* Coaching session body
* Coaching session scheduled status
* Coaching session agenda
* Coaching notes
* Player settings
* Background
* Desktop view
* Mobile view

<img alt="Coaching Session Options" />

## Further customizations

### Additional sessions

Once you have set up [Coaching Additional Sessions](/articles/products/coaching/coaching-member-additional-session-purchase), the CTA button advertising additional sessions for purchase can be customized within the Coaching Program and Coaching Search pages:

<div>
  <iframe />
</div>

Across all Coaching pages, you can also customize:

* **Footer**
* **Exit Pop Up**
* **Two-Step Opt-in**

<img alt="Further Customizations" />

### Template sessions for upsells, invoicing, and renewals

A Coaching **template session** is available in the Coaching package outline. You can add a session and customize it with a session description, agenda items, and resources.

This template can be used for:

* [Additional session upsells](/articles/products/coaching/coaching-member-additional-session-purchase)
* Invoicing flows
* Subscription renewals

<div>
  <iframe />
</div>

## Invoice for Coaching sessions

Kajabi Coaching supports [invoicing](/articles/sales/kajabi-payments/invoicing-with-kajabi-payments) to help you manage client payments and ongoing session access.

<Note>
  **Note:** Invoicing is only available with Kajabi Payments.
</Note>

Invoicing with Coaching:

* **Invoiced sessions are granted up front** to the recipient
* Payment management is left to you. If an invoice goes unpaid, you can use **automations or manual actions** to decide how to handle access

To add an additional session and send an invoice to be paid:

1. From the Kajabi Dashboard, select **Products** > **Coaching**
2. In Coaching, select **Programs** and your desired Coaching Program
3. Click on the Coaching **member** you wish to add an additional session for
4. At the bottom of the Session list, click **+Add Session**, then select **Paid Session**
5. In the Invoice pop-up, select an **Offer** or create an Offer
6. Enter how many sessions you wish to add. This price will be determined by the offer and quantity
7. Select a **due date**
8. Click **Create and Send Invoice** to add the additional sessions and send the invoice to be paid

<div>
  <iframe />
</div>

## Coaching subscriptions

Coaching programs can be offered with a [Subscription](/articles/sales/offers/how-to-create-a-subscription-offer) pricing plan.

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Flow, enter an Offer Title and choose the **Coaching Product**(s) to sell with this offer
5. Use the Pricing Plan drop-down menu to select **Subscription**
6. Enter a **Price** and **Currency**
7. Enter a numeric value under **Bill every** and select an **Interval**. Then, choose **payment providers**.
8. Click **Next**.
9. Choose a **solid button background** color, and if desired, customize the **checkout button text**.
10. Toggle **Checkout fields** to appear, and determine whether a **Service agreement** is required.
11. Click **Save and Finish**.

<img alt="Coaching Subscriptions" />

Members always receive the same number of sessions they originally purchased with their subscription, regardless of any changes to the program.

For example:

* A member subscribes to a Coaching Program that includes **five sessions per billing period**
* During that billing period, they purchased an **additional session**, giving them six total sessions for that month
* When the subsequent subscription payment processes, the member will again receive **five sessions**, as per their original subscription

## Coaching Automations

[Kajabi Automations](/articles/marketing/automations/automations-overview) can be used with a Coaching Program.

Coaching Automations can be triggered when a client has:

* Completed a session
* Completed all sessions
* Has x (customizable number) sessions remaining
* Purchased additional sessions
* An invoice due in x (customizable number) days
* An overdue invoice

<div>
  <iframe />
</div>


# Manage Community Posts, Messages & Comments
Source: https://help.kajabi.com/articles/products/community/add-and-manage-community-posts

Create, sort, pin, save, and schedule Posts in Communities.

Members may add commentary and content to **Channels** by [creating **Posts**](#create-a-post), which can include multimedia files and polls.

Posts are either added to a **Feed** or a **Chat**. A Feed contains posts and topic threads with **Comments** in a feed-style layout, while a Chat is a group conversation where you exchange real-time **Messages** with members.

Posts may be formatted, pinned, sorted, saved, and scheduled. You may also move Posts between Channels.

## Global Feed

The Community default Home page aggregates a **Global Feed** of all Posts from only feed-type Channels that you have access to.

You may view and sort Posts in several ways, including using different from newest to oldest, oldest to newest, by popularity, or by latest activity, or by using one of multiple **View Modes**.

### Sort Posts in the Global Feed or in an individual feed-type Channel

1. Open the **Products** tab from your Kajabi Dashboard.
2. Click **Community**.
3. Click the **Go to Community** button at the top right of the **Community Dashboard.**
   <img alt="Community Sidebar1" title="Community Sidebar1" />
4. In the left sidebar, click **Feed** (or Home) or click a **\<Channel Title>.**
5. Click the **sort menu** at the top right of the Feed page or Channel.
6. Select how you wish to sort the Posts from the dropdown:

<img alt="Newest First" title="Newest First" />

<Note>
  **Note:** Chat messages do not appear in the global feed on the Feed page.
</Note>

<br />

## Choose a Feed View Mode

The Community Admin may configure up to three different **View Modes**, or layouts, for members to use to view posts in the Global Feed or in individual Channels.

To toggle View Modes, at the top of the Community click either **Feed**, **Forum**, or **Gallery**.

<img alt="Toggle View Modes" />

* **Feed** (Default) - A social card layout for scrolling through text and media posts
* **Forum** - A compact table layout for scanning topics, replies, and activity
* **Gallery** - A responsive image grid for showcasing photos, designs, and visual content

## Create a Post

<Frame>
  <img alt="Create Post" />
</Frame>

1. From the **Feed** or **Channel** page, click **+ icon** next to the blank form field at the top right.
2. Add any written content as desired.
3. When crafting your post, click the **+** **icon** in the bottom left corner to attach media. You may add images, GIFs, videos files, audio files, and more.
4. Click the **Aa button** or highlight a selection on a Post or Comment to enhance its visual appeal with **text formatting**. This includes bold, italics, underline, strikethrough, ordered lists (numbered lists), unordered lists (bullet points), headings 1 and 2 (only available in Posts, not Comments), and hyperlinks.
5. Click **Post**, then select a **Channel** (if posting from the Global Feed page).
6. Click **Post** again to publish it.

<img alt="Post Formatting" />

<Warning>
  **Warning:** Text formatting in Kajabi Communities is currently available on the web application. If you attempt to edit a formatted Post on mobile, the formatting will disappear.
</Warning>

<br />

## Make, read, and reply to Comments

**Comments** may be left by Admins or Members on any Post in a feed-type Channel they have access to.

Members may reply to a Comment, copy the comment's direct URL, or report it for inappropriate content or spam. Members may delete their own comments, but not others. Admins can delete any Comment.

When a Channel is in a **Forum** or **Gallery** view, Comments appear in a side thread panel. On a desktop, this is pinned to the right side of the app window, while on mobile, the panel slides up on the screen.

## Add Chat Messages

To add a Message to a chat-type Channel, write Comments in the form at the bottom of the Channel window.

You may attach or embed multimedia, use emojis, or add a poll. Click the **up arrow** to submit.

## Pin a Post

As an Admin, you may spotlight an important Post by **pinning** it to the top of a feed-type Channel or the global Feed. This helps ensure members see your most important content first.

<img alt="Pinned Area" />

### Pin a Post to the Global Feed or a feed-type Channel

1. Navigate to the global Feed or a **Channel**.
2. Locate the **Post** you wish to pin.
3. Click the **ellipsis menu (...).**
4. Select **Pin to \<Channel Title>** or **Pin to Feed**:

<img alt="Pin To Channel 1" />

<Note>
  **Note:** If you want the Post featured on your global Feed, choose **Pin to Feed**.
</Note>

<br />

## Save a Post

Admins and Members may save any Posts in a Feed they want to refer back to later.

### Save or unsave a Post

1. To save a post, click **Save post** under its **ellipsis menu (...)**. Tapping it bookmarks it for future reference.
2. To unsave a post, select **Unsave post** from the same menu to remove it.

<img alt="Save Post 1" />

**Saved Posts** are displayed on the Member's profile page. On web, this appears as a section on the profile; on mobile, it displays as a new tab.

<img alt="Savedposts1" title="Savedposts1" />

<br />

## Move Posts between Channels

Both Admins and Members are able to move a Post between feed-type Channels. This option is available when editing a Post or by clicking **Move post** from the **ellipsis** **menu (...)**.

<Frame>
  <img alt="Move Post 1" />
</Frame>

<Warning>
  **Warning:** If you try to move a Post with Comments to a Channel that one or more Comment authors aren't members of, those Comments will be deleted.
</Warning>

<Note>
  **Note:** For larger threads, there may be a delay for all Comments to appear in the new Channel after moving a Post.
</Note>

<br />

## Schedule a Post

**Scheduling Posts** within feed-type Channels ahead of time ensures a consistent and engaging flow of content for your members.

1. Click the **+ icon** in the Post form at the top of one of these locations: the global Feed, an individual Channel, or the **Scheduled Posts** page linked in the Community left nav bar.
2. Add content and any media as desired.
3. Click the **dropdown arrow** next to the **Post** button and select **Schedule for later**:
   <img alt="Schedule Post1" title="Schedule Post1" />
4. Choose a **Date** / **Time** and **Timezone**.
5. Click **Schedule** to finalize and schedule your post:
   <img alt="Schedule Post2" title="Schedule Post2" />
6. Click **Scheduled Posts** in the left nav bar to see a list of and access all your scheduled Posts:

<img alt="Scheduleposts" />


# Meetup timezone display
Source: https://help.kajabi.com/articles/products/community/are-meetups-shown-in-my-timezone

Meetup times in your Kajabi Community automatically convert to your local timezone.

Yes, the time you see on the app is automatically converted to your time zone.


# Build Kajabi Communities
Source: https://help.kajabi.com/articles/products/community/build-kajabi-communities

Set up your Kajabi Community with Access Groups, Offers, and engagement features.

Within **Kajabi Communities**, you can create **Community Access Groups** to build interactive, engaging communities with your customers.

Use your Community Access Groups to create topics, organize groups of people, and assign access to your Community members.

<Warning>
  **Important:** Current Kajabi Pricing Plans allow unlimited **Access Groups**. Legacy Pricing Plans count Access Groups as one of your Products.
</Warning>

Start by first [logging into your Kajabi account](https://app.kajabi.com/login) to create a Kajabi Community.

## Get started with Community

### Create a Kajabi Community

1. Open the **Products** tab from your Dashboard.
2. Then, open **Community**.
3. Click **New Community**.
4. Add the name/title, description, and image for your Community.

<Warning>
  **Important:** The title you choose here will be reflected in your Community URL by default. Changing the name of your Community will not automatically update the URL. You can, however, [change your URL](../../products/community/how-to-update-your-kajabi-community-url) later if desired.
</Warning>

5. Then, add the name for your first Community Access Group.
6. Select **Free** or **Paid** to create a free or paid Community.

<Note>
  **Note:** Your Community Access Group (Free or Paid) will automatically be attached to an Offer. [Learn about Offers](../../sales/offers/offers-overview).
</Note>

7. Then, click **Save and Finish**:

<Note>
  **Note:** After creating your Kajabi Community you can build Community Access Groups by revisiting the Community tab from your Dashboard and clicking, **Access Groups**. Then, click **+ New access group.**
</Note>

## Customize and add first members

There are many features to engage your customers within your Kajabi Community. Begin by [customizing the circles](../../products/community/creating-a-community-channel), [creating challenges](../../products/community/create-a-community-challenge), [hosting live events](../../products/community/host-live-rooms-and-events-in-your-community), and more.

At this point, consider giving access to a select group of your customers. This group can help you decide how else you would like to utilize the community. You can even consider [making them ambassadors](https://help.kajabi.com/hc/en-us/articles/9960513773723) to help manage the community and supercharge engagement.

To give your customers access, you first need to understand Offers on Kajabi.

Offers are the price tags and payment vehicles for your Products on Kajabi.

When you create a Community Access Group you are prompted to create a free or paid community. By selecting "free" or "paid" an [Offer](../../sales/offers/offers-overview) is created and connected to your Community Access Group to provide an access point for your customers to your Community.

Through your Offer, your customers can purchase or join your Community for free, depending on your setup.

[Learn what happens when a customer purchases your Offer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).

Want to add existing customers to your Community for free? [Learn how to grant an Offer](../../sales/offers/how-to-grant-an-offer).

## Share widely and engage

Explore all the other community features, and once your community is ready to go, you can begin giving access to your wider customer base.

[See tips on the best way to generate excitement and grow your community](../../products/community/generate-excitement-and-grow-your-community).

Getting members into your community is the easy part; keeping them engaged is what will make your community successful long-term.

[See full recommendations on community best practices here](../../products/community/community-best-practices-for-heroes).

## Build Kajabi Communities with the following features

* [Newsfeed, chats, and DMs](../../products/community/creating-a-community-channel)
* [Live video calls](../../products/community/host-live-rooms-and-events-in-your-community)
* [Smart recording library](../../products/community/host-live-rooms-and-events-in-your-community)
* [Accountability tools and progress tracking](../../products/community/how-can-my-community-members-track-their-growth)
* [Challenges](../../products/community/create-a-community-challenge)
* [Resources](../../products/community/how-to-add-a-custom-page-to-your-community)
* [Events and RSVPs](../../products/community/host-live-rooms-and-events-in-your-community)
* [Ambassadors and admins](https://help.kajabi.com/hc/en-us/articles/9960513773723)
* [Member directory and Leaderboard](/articles/products/community/community-settings-gamification)

## FAQs

### **What is a Kajabi Community and who is it for?**

A Kajabi Community is a private, branded space where your members can connect, post, discuss, and engage — similar to a forum, but fully owned by you and hosted on your site. It's ideal for course creators, coaches, and membership operators who want to build an engaged audience around their content.

### **Can I offer both free and paid tiers in the same community?**

Yes. Access Groups let you create paid and free tiers within a single Community. Each Access Group is connected to its own Offer, so you can gate specific channels or content behind a purchase while keeping other areas open.

### **How is a Kajabi Community different from a Facebook Group?**

Your Kajabi Community lives on your own platform — not a third-party social network. You own the member list, control the experience, set your own rules, and can monetize access. There are no ads and no algorithm standing between you and your audience.

### **Can I host live events inside my community?**

Yes. Kajabi Communities include Meetups — scheduled virtual events with a built-in live room. You can also create Challenges to drive participation and Announcements to keep members informed.

### **Can I embed my community inside a course product?**

Yes. You can connect a Community Channel directly inside a Course product, allowing students to interact with each other without leaving the course experience.

### **How do I organize content and discussions in my community?**

You can organize your Community using Channels, which are topic-specific spaces for feed-style posts or real-time chat. Each channel can be set to public, private, or read-only depending on how you want your members to interact.

### **Is there a mobile app for community members?**

Yes. Members can access your Kajabi Community through the Kajabi mobile app or your [<u>Branded Mobile App.</u>](https://help.kajabi.com/articles/mobile-apps/branded-app/branded-mobile-app-resources)

### **Can I moderate posts and manage member behavior?**

Yes. Kajabi includes community moderation tools that allow you to manage posts, comments, and member activity to keep your space safe and on-brand.

### **Does Kajabi offer gamification features like leaderboards?**

Yes. Kajabi Communities include a leaderboard and gamification settings that reward members for participation, helping drive ongoing engagement.

### **Can I sell community access as a standalone subscription?**

Yes. Your Community can be sold as a standalone product, bundled with other products like a course, or offered as part of a recurring membership — giving you full flexibility in how you monetize it.

### **Can I start my community as free and later charge for access?**

Yes. You can launch your Community with free access to build your audience, then add paid Access Groups — or flip the whole Community to a paid subscription — at any point. Members who have free access aren't automatically charged; you control who gets access to what and when.


# Create a Community in another language
Source: https://help.kajabi.com/articles/products/community/can-i-create-my-community-in-another-language

Kajabi Communities support multiple languages for you and your members.

**Kajabi Communities** support multiple languages. You're welcome to host your Community in whatever language you choose. Your members can select their preferred language from the following options: English, Dutch, French, German, Italian, Spanish, and Turkish.


# Contact an expert or teacher
Source: https://help.kajabi.com/articles/products/community/can-the-user-ask-questions-to-the-expertteacher-mailing-system

Your customers can communicate with you through email, lesson comments, or a Community.

Yes, your clients can either email the expert or teacher or leave comments within a lesson. They can also post questions into a **Community** Product if you choose to create a Community for the Product.


# Communities Showcase
Source: https://help.kajabi.com/articles/products/community/communities-showcase

Explore successful Kajabi Communities for inspiration on structuring and growing your own.

The **Communities Showcase** is a Kajabi site that highlights user-made Communities. Get inspiration from successful creators and see how they've structured their Communities for success.

The Communities Showcase benefits you and your Community in many ways:

* See how other creators are using Communities to generate income
* Preview free and paid Communities
* Explore how others have set up their Communities and Funnels
* See how creators are using Access Groups, Challenges, Meetups, and Channels
* Gain ideas and insight from successful Communities

## View the Community Showcase

Learn from successful Communities and get inspired to build your own by visiting Kajabi's [Communities Showcase](https://communities.mykajabi.com/communities-showcase).

<img alt="Communities Showcase" />

## Apply to be featured on the Communities Showcase

Here is how to apply to get your community featured on the Kajabi Communities Showcase.

* Submit your application to be featured [here.](https://docs.google.com/forms/d/e/1FAIpQLScGMvSMk5ZFH0HmeGG1d6XhHcX2IzcCZgRMP5Sq6W2DiBX9hw/viewform)
* Fill out all the questions in the application form. **Answering all the questions is required.** Including the video.
* Expect to hear from us within a week, letting you know if you are accepted or not, or if we need more info.


# Communities Weekly Digest
Source: https://help.kajabi.com/articles/products/community/communities-weekly-digest

Keep your Community members engaged and informed with an automated weekly summary of activity.

The **Weekly Digest** is an automated email sent to your members every Thursday starting at 9 AM Pacific Time. It summarizes the latest activity in your Community Access Group, helping you keep members connected without manual effort.

<Note>
  **Note:** The weekly digest may take a few hours to be sent to all members.
</Note>

The members of each Access Group (as well as founders, admins, and moderators) will receive personalized, relevant content based on their Access Group, and they can unsubscribe whenever they want.

### Why set up a weekly digest?

By setting up your Communities Weekly Digest you can:

* Keep your members updated and engaged with your Community,
* Create a personalized experience by only showing them content that is relevant to their Access Group(s),
* And, best of all, you can do all of this automatically.

No need to set up complex automations. With a few toggle selections, you can design an engaging weekly update for your Community members.

### What's displayed in the weekly digest

With Kajabi, you are in control of your business. By setting up your weekly digest, you get to choose what you want to include.

When setting up your weekly digest, you can select from the following content to display:

* Announcements from the week
* Challenges to complete
* Community stats
* Popular conversations
* Upcoming meetups

<img alt="Weekly digest content options" />

## Set up the weekly digest

**To start sending your Communities Weekly Digest:**

* Open the **Products** tab from your Dashboard.
* Select the **Community** tab.
* Then, click **Go to Community**:

<img alt="Go to Community" />

* Open your **Community Settings**:

<img alt="Community Settings" />

* Click **Email Notifications**.
* Then, navigate to the **Weekly Digest** section within the "Email Controls" tab of your Email Notifications settings:

<img alt="Weekly Digest section" />

* Enable your Weekly Digest by moving the toggle **On** next to "Send Weekly Digest":

<img alt="Enable Weekly Digest" />

* Now you can customize the [content included](#whats-displayed-in-the-weekly-digest) within your weekly digest. Simply toggle on the content that you want to be displayed in your weekly digest.

<Note>
  **Note:** The weekly digest may take a few hours to be sent to all members.
</Note>

## FAQs

### Can I select the data that is displayed in the digest?

No, Kajabi has made it seamless for you to engage with your Community Members by selecting the most relevant data for each recipient. Although you cannot customize the data displayed in your digest, you can select the exact type of content you want included in the weekly digest. [Learn more](#whats-displayed-in-the-weekly-digest).

### What can I do if a member is not receiving their weekly digest?

If your Community member is not receiving the weekly digest, make sure that they have their Email Notifications enabled for the Weekly Digest:

<img alt="Email notification settings" />

If they have their email notifications enabled to receive the weekly digest, your Member may consider checking their spam mailbox and ensuring that the weekly digest is marked safe within their email provider.


# Community Access Groups
Source: https://help.kajabi.com/articles/products/community/community-access-groups

Use Access Groups to create a robust, engaging Community.

<div>
  <iframe />
</div>

Engage and encourage your customers with the power of **Kajabi Communities**.

Your Kajabi Community can be delivered as an add-on to your other services, as a standalone offering, or as a subscription by combining Kajabi's **Offers** and **Community Access Groups**.

[Learn more about Kajabi Communities](../../products/community/build-kajabi-communities).

By creating a Community and developing your Access Groups, you can offer your customers immense value and transform your business. With each Access Group, you build out a structure for your Community that works best for your business and your customers.

## Access Groups

**Access Groups** are sub-sections within your Community.

**Community**: The overarching space where everything is held.

<Warning>
  **Important:** Each site is limited to one Community. Kajabi plans with multiple sites can have a Community for each site.
</Warning>

**Access Group**: The sub-sections within your Community, designed so that you can give or restrict access to certain content depending on the Access Group.

Access Groups may feature the following:

* **Challenges:** An activity, assignment, or check-in that your Community can participate in. [Learn more](../../products/community/create-a-community-challenge)
* **Channels:** A **Feed** or **Chat** to encourage discussion within the group. [Learn more](../../products/community/creating-a-community-channel)
* **Meetups:** Online or offline events with email and push reminders. [Learn more](../../products/community/create-a-community-meetup)
* **Announcements:** Broadcast a message across an Access Group. [Learn more](../../products/community/create-a-community-announcement)

Here's an example Community Structure:

<img alt="Community structure" />

By utilizing Access Groups, you can structure your Community in a way that makes sense for your customers and can help you scale your business.

In a physical Community Center, for example, there may be multiple rooms. Depending on your interests or level, each group will meet in separate rooms within the Community Center.

In the same way, Access Groups are the rooms in your Kajabi Community "Center," and Channels are the topics discussed within that Group.

By using Access Groups, you are in charge of the access your customers have within your Community. Build exclusive groups or open them to everyone.

## Connect Groups to Offers

**Offers** are the price tags and payment vehicles for your Products. [Learn more about Offers](../../sales/offers/offers-overview).

Creating an Access Group will require you to connect your Group to an Offer. With your connected Offer, you can determine the cost (if any) for gaining access to the Group.

Each Access Group is connected to its own Offer, so you have the flexibility and the control to create and structure your Community as you see fit.

Build free Access Groups (with free Offers), design tiered access (e.g., general and paid tiers) only available at your set price points, develop paid groups for your more specialized Products (like Coaching or Advanced Courses), or any combination that best fits your business.

With this kind of flexibility, your customers can engage in your open or exclusive groups. They can decide to participate in a single group or engage in multiple.

This is all determined by how you choose to structure your Community and how involved your customers want to be.

## Create an Access Group

Creating your first Kajabi Community requires you to create an Access Group to connect to an Offer.

1. From the Dashboard, open the **Products** tab.
2. Click **Community**.
3. Click the **Access groups** tab.
4. Click **+ New access group**.
5. If you haven't created any Access Groups yet, make sure that "Community" is selected and click **Get Started**.
6. Enter the name of your **Access Group** (this can be edited later).
7. Complete the prompt to price your Access Group (this will create your connected Offer).
8. Click **Save and Finish** to generate your Access Group.

<Note>
  **Note:** [Create Channels](/articles/products/community/creating-a-community-channel) for each Access Group to begin building engaging spaces within your Access Groups. Channels are needed to view Access Groups in your Community sidebar.
</Note>

## Rename an Access Group

1. From the Dashboard, open the **Products** tab.
2. Click **Community**.
3. Click the **Access groups** tab.
4. Click the **more actions (...) icon** next to the Access Group you want to rename.
5. Select **Edit**.
6. Update the name in the **Title** field.
7. Click **Save** to apply your changes.

## Per-access-group feature visibility

Control which Community features are visible to each Access Group. Toggle **Challenges**, **Events**, **Leaderboards**, the **Member Directory**, and **Direct Messages** on or off per group, so different membership tiers see a tailored experience without creating separate Communities.

When a feature is toggled off for an Access Group, the sidebar menu item disappears entirely for members of that group. Existing content is preserved behind the scenes. Toggling the feature back on restores everything immediately.

### Manage feature visibility for an Access Group

1. From the Dashboard, open the **Products** tab.
2. Click **Community**.
3. Click **Go to Community**.
4. Select the **profile icon** at the top right of the community.
5. Open **Community settings**.
6. In the sidebar, select **Access Groups**.
7. Choose the Access Group you would like to modify.
8. Under the Features section, toggle on or off **Challenges**, **Events**, **Leaderboard**, **Member** **Directory**, or **Direct** **Messages**.

<img alt="Screenshot 2026 05 01 At 3 52 51 PM 1" />

### Direct Messages behavior

When **Direct Messages** (DMs) are toggled off for an Access Group, members in that group:

* Cannot start new conversations with anyone
* Can still receive messages from members of other Access Groups where DMs are enabled
* Retain full access to their existing inbox and conversation history

Admins, moderators, and leaders can always send DMs to any member, regardless of the Access Group's setting.

<Note>
  **Important:** The Community-level DM toggle takes precedence over per-group settings. If Direct Messages are turned off at the Community level, per-group settings cannot override that — DMs remain off for everyone.
</Note>

## Give content access to multiple Access Groups

If you want multiple access groups to participate in the same challenges, channels, or meetups you need to [create Offers](https://help.kajabi.com/hc/en-us/articles/360043790153) that contain the Access Groups for members to have access to your content.

For example, if you would like AG1 and AG2 to both participate in a particular challenge, you must create an offer that contains both Access Groups. Then, assign the challenge to the Access Group that all members have in common.

## Reorder Access Groups

Drag and drop your Access Groups to customize the order of your Access Groups.

1. From the Dashboard, open the **Products** tab.
2. Click **Community**.
3. Click **Go to Community**.
4. Locate the **Access Group** from your left sidebar.
5. Click and hold the Access Group.
6. Then, drag the Access Group to your desired location.


# Community best practices
Source: https://help.kajabi.com/articles/products/community/community-best-practices-for-heroes

Strategies and tips for building and maintaining an engaged Kajabi Community.

Building a successful **Community** takes strategy and consistent effort. This page covers why you should build a Community and best practices for keeping your members engaged.

## Why build a Community in the first place?

There are a number of ways in which building a Kajabi Community can benefit you and your audience and help you achieve your business goals:

* Move your most engaged members off of social media sites where you have less control.
* Engage your members over the long term without dependence on social algorithms.
* Cultivate a warm Community ready to support your other projects and product releases.
* Reduce the time you spend answering questions, as your members can help each other.
* Expand on the existing value from your other products and courses.
* Have a place to share exclusive content and behind-the-scenes peeks.
* Enjoy the reward of seeing the impact you are making.

## Build a sustainable Community

Make sure to build something sustainable that will provide your followers with significant value:

* Poll your members using either Instagram stories or a formal survey. You'll receive valuable qualitative and quantitative data to inform your Community content, and also get buy-in from the start.

### Implement strong onboarding

Have a clear path to engagement for members so they know where to start. Consider sending a welcome message or assigning your moderators to welcome members.

### Employ clear CTAs

Create clear and compelling calls-to-action in your Community so your members know exactly how to get involved. Explicitly ask them to share their experiences, comment with their point of view, share advice, etc.

### Try out different content types

Posts, live room interactions, Challenges- find out what your Community responds to best.

### Use moderators

Moderators can help supercharge engagement. They can multiply your time by welcoming members, moderating Channels, generating ideas, and leading Meetups.

### Establish community rituals

* Send a personal welcome message
* Post weekly welcoming members
* Implement Community guidelines to set the tone
* Celebrate birthdays or milestones

### Be consistent

Post content on a regular basis and/or on the same day of the week so your members know what to expect and when. This helps to encourage habitual action.

### Model ideal behavior

Often members hesitate because they don't know what to say or do. Overcome this inertia by engaging in the same ways you want your members to engage - or assign this responsibility to your moderators.


# Community global feed and sidebar
Source: https://help.kajabi.com/articles/products/community/community-global-feed-and-sidebar

Navigate your Community Feed page, customize Feed settings, and use the right sidebar to stay updated.

The **Community Feed** page displays a global feed of all posts, giving you and your members a central place to browse activity. You can also customize Feed settings and use the right sidebar to surface Announcements, Meetups, and Challenges.

## Community Feed page

Your Community includes a **Feed** page displaying a global feed of all Feed posts:

<img alt="" />

<Note>
  **Note:** Chat messages will not appear in the global feed on the Feed page.
</Note>

When you create a post from the Feed page, you'll select which Feed to post it to using the **Post** **in** button. You can also choose to schedule the post for later:

<img alt="" />

You can also choose to sort Feed posts from newest to oldest, oldest to newest, or by popularity (i.e. posts with the most recent likes and comments):

## Feed page settings

To change the default appearance of the Feed page:

* Click the ellipsis icon on your cover photo, then select **Community Settings**.
* Select **Customization.**

To rename the Feed page or disable it completely, select **Features** and under the **Global Feed** section, enter the desired name under **Feed Title.**

<img alt="" />

To make your **Feed** you **Home page** (i.e. the page your members land on when they visit your Community), select \*\*Others \*\*and then use the dropdown under **Home page** to select the \*\*Feed \*\*option.

<img alt="" />

## Right sidebar feed

The Community experience on the web app also offers a right sidebar conveniently displaying a feed of the 3 most recent:

* Announcements
* Upcoming Meetups
* Challenges to Complete

<img alt="" />

### Don't see the sidebar?

The sidebar is only viewable on device screens of at least 768px (8 inches). It won't appear on mobile devices or other small screens.


# Community moderation tools
Source: https://help.kajabi.com/articles/products/community/community-moderation-tools

Review, approve, hide, and lock posts to keep your Community safe and organized.

**Moderation Tools** give you full control over what appears in your Community. You can review posts before they're published, hide inappropriate content, lock conversations, and track every moderation action in a complete audit log.

This helps you maintain a safe, high-quality experience for your members.

## Key benefits

* **Review posts before publishing** to prevent inappropriate content from appearing
* **Hide or lock posts instantly** to manage conversations in real time
* **Require post approval for specific members** who need closer moderation
* **Track all moderation actions** in a full audit log
* **Assign channel-based moderators** for flexible Community management

## Use moderation tools in Community

### Who can moderate

The level of moderation access depends on the teammate's role:

* **Leader (Community owner)**: Full access to all moderation features
* **Admin**: Full access to all moderation features
* **Assistant**: Full access to all moderation features
* **Moderator**: Can only moderate content in Channels they are a member of

Regular members do not see any moderation controls.

<Warning>
  **Important:** Moderators are Channel-scoped. They can only see and act on content in channels they belong to. Leaders, Admins, and Assistants can see all Channels.
</Warning>

## Review Feed

The **Review Feed** is the central dashboard for moderation activity.

To access it:

1. Go to your Community.
2. Click **Review Feed** in the left sidebar.

The Review Feed includes four tabs:

<img alt="Review Feed" />

### Pending

Posts waiting for review.

* Click **Approve** to publish the post to the Feed.
* Click **Reject** to keep the post out of the Feed.

### Rejected

Previously rejected posts.

* You can still approve a rejected post if you change your decision.

### Hidden

Posts manually hidden by a Moderator.

* Hidden posts can be restored later.

### Locked

Posts that are locked from receiving comments.

### Post-level moderation actions

When Moderation Tools are enabled, Moderators see additional options in the three-dot menu on posts.

<img alt="Post moderation options" />

### Hide a post

1. Click the **three-dot menu** on a post.
2. Select **Hide**.
3. Confirm in the dialog box.

The post:

* Is removed from the Channel feed
* Moves to the **Hidden** tab in the Review Feed
* Can be restored later

<Note>
  **Note:** Hiding is reversible. Hidden posts remain accessible in the Hidden tab.
</Note>

### Lock a post

1. Click the **three-dot menu** on a post.
2. Select **Lock**.

The post:

* Remains visible in the Feed
* Prevents new comments or replies
* Keeps existing comments visible

### Unlock a post

1. Click the **three-dot menu** on a locked post.
2. Select **Unlock**.

Comments and replies are re-enabled.

### Require post approval for a member

You can require approval for all posts from a specific member. When enabled, their posts must be approved before appearing in the Feed.

This is useful if a Member has previously posted inappropriate content.

<img alt="Require post approval" />

To enable **Require post approval**:

1. Go to the Member's profile.
2. Open the **Moderation** section.
3. Toggle **Require post approval** on.

When enabled:

* All posts from that Member go to the **Pending** tab in the Review Feed
* Posts are not visible in the Channel until approved

<Warning>
  **Important:** Require post approval is set per User, per Community. You must enable it individually on each Member's profile.
</Warning>

### View moderation logs

Moderation Logs provide a complete audit trail of all moderation activity.

To access logs:

1. Go to the **Review Feed**.
2. Click **View Logs** in the header.

The logs display:

* **Actions tracked:** hide, unhide, lock, unlock, approve, reject
* **Filters available:** action type, date range
* **Details shown:** moderator name, action taken, timestamp, affected content

<Tip>
  **Tip:** Use Moderation Logs to answer "Who hid this post?" or "Who locked this thread?". The full history is recorded.
</Tip>

### What members experience

When moderation tools are used, Members see the following:

* **Pending posts:** Submitted but not visible until approved. Members do not receive a notification that their post is pending.
* **Hidden posts:** Disappear from the Channel feed.
* **Locked posts:** Remain visible, but the reply/comment input is disabled.
* **Rejected posts:** Do not appear in the Channel feed.

### Platform availability

<Warning>
  **Important:** The moderation dashboard is available on web only. Mobile members can report users, but the **Review Feed** and moderation actions (hide, lock, approve, reject) are only available on web.
</Warning>

## FAQs

### Can I use these moderation tools in the Kajabi Mobile or Branded App?

Yes. The moderation tools are available when you sign in to the app with your admin email. Make sure your app is on the latest version to see these options (4.7.0 or higher for Android and iOS)

### Can moderators see all channels?

No. Moderators can only see and moderate content in Channels they belong to. Leaders, Admins, and Assistants can access all Channels.

### Can a hidden post be restored?

Yes. Hidden posts appear in the **Hidden** tab in the Review Feed and can be restored at any time.

### What happens when a post is locked?

The post remains visible. Existing comments stay visible, but comments and replies are disabled until the post is unlocked.

### Does a member know if their post is pending approval?

No. Members do not receive a notification when their post is pending approval.

### Is Require post approval automatic for all members?

No. It must be enabled individually on each Member's profile and applies per Community.

### Where can I see who performed a moderation action?

Open the **Review Feed** and click **View Logs** to see the complete audit trail, including Moderator name, action taken, and timestamp.


# Community Settings - Customization
Source: https://help.kajabi.com/articles/products/community/community-settings-customization

Configure the Global Feed, rename features, adjust branding, customize reactions, and change other settings.

The **Customization** tab in Community Settings gives you control over how your Community looks, feels, and communicates with members. From here, you can configure the Global Feed, rename features to match your brand language, apply branded colors, customize emoji reactions, set a default home page, adjust communication preferences, and update member and moderator aliases.

**To open Community Customization settings:**

1. In the Community, click the **ellipsis icon (...)** next to the Community search bar.
2. Then, select **Community Settings**.
3. In the left sidebar, select **Customization**.

<img alt="Access Settings" />

<Note>
  **Note:** You can also access Community Settings by clicking the **profile icon** in the top-right navigation bar.
</Note>

## Global Feed

The Community **Global Feed** provides a central place to browse activity, and displays all posts from feed-type Channels you have access to.

<img alt="Global Feed" />

<Note>
  **Note:** Chat messages do not appear in the Global Feed on the Feed page.
</Note>

**To disable/enable the Global Feed, rename it, or manage its available layouts:**

1. Click the **ellipsis icon (...)** next to the Community search bar, then select **Community Settings**.
2. Select **Customization**.
3. Select the **Features** tab and navigate to the **Global Feed** section.
4. The Global Feed is enabled by default. To disable it, toggle off **Enable Feed.**
5. To begin customization of the Global Feed, edit the **Feed Title**.
6. You can select one or more **View Modes**, or layouts, that are available for the Channel. Community members are able to choose between the modes you select.
   * **Feed** (Default) - A social card layout for scrolling through text and media posts.
   * **Forum** - A compact table layout for scanning topics, replies, and activity.
   * **Gallery** - A responsive image grid for showcasing photos, designs, and visual content.
7. Then, select the **Default View Mode** that members see when they first open the Channel.
8. Click **Save** to apply changes.
   <img alt="Community Settings Customization Features" title="Community Settings Customization Features" />

## Rename and change feature aliases

Match your business brand and language with your Community by **renaming** key features. This helps create a more cohesive experience that resonates with your members.

You may rename the following Community features:

* Challenges
* Meetups
* Channels
* Live Rooms
* Announcements
* Leaderboards

For example, you could rename Channels to "Groups" or "Crews," or change "Challenges" to "Competitions" to best fit your needs.

<Note>
  **Note:** Renaming Community features updates feature names across the entire Kajabi app, including desktop, mobile, and notifications. Any URLs also update to reflect the name change. However, original feature names still display for Admins in Community Settings. Member-facing settings do not contain original feature names.
</Note>

**To rename a Community feature:**

1. Click the **ellipsis icon (...)** next to the Community search bar, then select **Community Settings**.
2. Click **Customization**.
3. Locate the feature you wish to rename and open the dropdown.
4. Enter a **Feature alias** for both plural and singular.
5. Click **Save** to apply changes.

<img alt="" />

## Customize branding

The Community **Title**, **Description**, and **Cover Image** are managed through the **Community Product** settings in the Kajabi app. These elements shape how members discover and experience a Community from the moment they arrive.

**To update the Community Title, Description, or Cover Image:**

1. From the Kajabi dashboard, click **Products**, then **Community**.
2. Navigate to the **Settings** tab.
3. Update the **Title**, **Description**, and/or **Cover Image** as needed.
4. Click **Save** to apply changes.

<img alt="Comm Settings" />

## Customize reactions

**Custom reactions** are labeled emojis you and your Community members can use to react to feed-style Channel posts, Comments on Posts, and Challenge entries. Customize the label for each emoji to match your brand's voice and tone.

<img alt="Emojis 1" title="Emojis 1" />

1. Click the **ellipsis icon (...)** next to the Community search bar, then select **Community Settings**.
2. Select **Customization**.
3. Select the **Reactions** tab.
4. Use the text input field next to each **emoji** to edit its label.
5. View how an emoji looks by scrolling your cursor over each emoji in the **Preview** box just below it.
6. Click **Save**.

<Note>
  **Note:** Only the thumbs-up emoji can be used to react to Challenge entries. However, the custom label assigned to this emoji appears alongside it in all locations (Channel posts/comments and Challenge entries).
</Note>

### Apply a reaction

Reactions can be applied to feed-style Channel posts, Challenge entries (thumbs-up emoji only), and comments on a Channel post.

**To add a reaction to a Channel post or comment using the web app:**

1. Navigate to the post or comment that you want to react to.
2. Place the cursor over the **Inspired (thumbs-up)** button. A small popup appears displaying available emojis to choose from.
3. Scroll the cursor over each emoji to preview its label in a tooltip.
4. Select the **emoji**.

<Note>
  **Note:** If you change your mind or accidentally select the wrong reaction, place your cursor back over the **reaction button**. The popup menu reappears and you can choose a different emoji. Or, click the **reaction button** to remove your reaction.
</Note>

## Community Home page

Choose which page your members land on when they visit your Community. By default, this is set to your Global Feed.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.Select **Customization** from the left navigation menu.
2. Navigate to the **Others** tab.
3. Use the dropdown under **Home page** to select the desired option (for example, **Feed**).
4. Click **Save**.

<img alt="" />

## Communication settings

Adjust how members interact and what information is visible within your Community. These settings are found under the **Others** tab in **Customization**.

### Direct messaging with founder

Allow or deny Community members' access to start direct messages with the Community Account Owner. Any existing conversations remain open.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Navigate to the **Others** tab.
4. Toggle **Direct messaging with founder** on or off under the **Communication** section.

<img alt="6aab2285 7aaf 4ea6 A975 68bf1732e369" />

### Hide Member Directory

Control whether the Member Directory is visible to your Community members.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Navigate to the **Others** tab.
4. Under the **Communication** section, select your desired setting for **Hide Member Directory**.
5. Click **Save** to apply your changes.

### Hide Founder's Profile

Choose whether to allow your Community members to view the Community leader's name and profile photo.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Navigate to the **Others** tab.
4. Under the **Communication** section, select your desired setting for **Hide Founder's Profile**.
5. Click **Save** to apply your changes.

### Allow custom usernames

Choose whether to allow Community members to create their own usernames for use in a Community.

Members may set a **username** and choose whether to display it instead of their real name throughout a Community. They can [set their username directly from their Profile page](https://help.kajabi.com/articles/products/community/how-to-edit-your-community-profile), at the top of the Bio card:

<img alt="Custom Username 1" title="Custom Username 1" />

\
When enabled, the username replaces their real name everywhere it appears: Profile header, Posts, Comments, @mentions, and member lists.

* Usernames are "per community", meaning a member can use a different username in each community they belong to.
* Each username must be unique within its community, and follows the same length constraints as the **Name** field.
* The **@mention** search works with both real names and usernames, so other members can find and tag someone regardless of which name they're displaying.
* When disabled, the custom **username** field is hidden from members and real names are always used — even if a member had previously set a username.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Navigate to the **Others** tab.
4. Under the **Communication** section, select your desired setting for **Allow Custom Usernames**.
5. Click **Save** to apply your changes.

## Member and Moderator aliases

Under **Customization**, you can change how you refer to your **Members** and **Moderators** within the Community.

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Navigate to the **Others** tab.

<img alt="" />

4. Scroll down and update aliases as desired by overwriting the default terms.
5. Click **Save**.

## Live Room access

Configure whether the **Live Room** stays open even when you did not start it (**Always open**), or restrict it so it only opens when a Leader, Admin, or Ambassador starts it (**Wait for access**).

1. Click the **ellipsis icon** **(...)** next to the Community search bar, then, select **Community Settings**.
2. Select **Customization** in the left sidebar.
3. Select your desired **Live Room access** setting.
4. Click **Save** to apply your changes.

<img alt="" />


# Community Settings - Details
Source: https://help.kajabi.com/articles/products/community/community-settings-details

Manage core settings including the Community URL, Title, Description, Guidelines, and Language

**Community Settings - Details** is where you manage the core identity of your Kajabi Community. From the **Details** page, update your Community's URL, its title and description, add social media links, and set guidelines for members. These settings shape how members discover and experience your Community from the moment they arrive. You may also update information for the Community using your profile information.

To access the **Details** page, open your Community and click the **ellipsis** **icon \[**...**]** next to the cover image, then select **Community Settings**. In the left sidebar, select **Details**.

<img alt="" />

<Note>
  **Note:** You can also access Community Settings by clicking the **profile icon** in the top-right navigation bar.
</Note>

## Community URL and URL slug

The **Community URL** can be customized to reflect your brand. Updating the **URL slug** builds brand recognition and makes it easier for members to find your Community.

1. Click the **ellipsis** **icon \[**...**]** next to the Community **cover image**, then select **Community Settings**.
2. Select **Details** in the left sidebar.
3. Under **Basic Information**, navigate to the **URL Slug** field.
4. Enter the desired URL slug and click **Save**.

<img alt="" />

The URL slug displays at the end of your full Community URL:

* The **first section** of the URL is pulled from your site's domain
* The **last section** is the part you can customize via Community Settings

For example, `sitedomain.mykajabi.com/products/communites/v2/communityname` may be customized to be `sitedomain.mykajabi.com/products/communites/v2/kitchencommunity`, where "kitchencommunity" is the URL Slug.

## Update Community Title, Description, and Cover Image

Your Community **Title**, **Description**, and **Cover Image** are managed through the **Community Product** settings in the Kajabi app.

1. Go to your **Kajabi Dashboard** and select **Products** from the left sidebar.
2. Select **Community**.
3. Click the **Settings** tab in the top menu.
4. Update the **Title**, **Description**, and/or **Cover Image** as desired.
5. Click **Save** to apply your changes.

<img alt="Comm Settings" />

## Community Social Links

Add icons to the Community sidebar that link to your TikTok, YouTube, Facebook, X (Twitter), Snapchat, and Shop accounts, as well as your personal website.

1. Click the **ellipsis** **icon \[**...**]** next to the Community **cover image**, then select **Community Settings**.
2. Select **Details** in the left sidebar.
3. Navigate to the **Social Links** section on the **Community Details** page.
4. Enter the social media account and website URLs in the associated Social Link fields.
5. Click **Save**.
6. Click **Back to community** to view the social links.

<img alt="" />

<Note>
  **Note:** Any Social Links added to the Community sidebar will also appear on your **User Profile** page.
</Note>

## Community Guidelines

**Community Guidelines** detail your expectations for members' participation. These guidelines are presented to members to accept before they can join, and all members must re-accept them anytime the guidelines are edited.

1. Click the **ellipsis** **icon \[**...**]** next to the Community **cover photo**, then select **Community Settings**.
2. Select **Details** in the left sidebar.
3. Scroll down to the **Community Guidelines** section.
4. Click **Add guidelines**.
5. Add a **Title** and optional **Image**.
6. Under **Description**, add a welcome message for members and detail the guidelines you would like to implement.
7. Click **Save**.
8. Click **Back to community** to view the guidelines pop-up.

<Note>
  **Note:** The created guideline will also appear in the left sidebar.
</Note>

## Update Founder Profile Photo

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Select **Profile**.

<Frame>
  <img alt="Community Profile" />
</Frame>

3. Place your cursor over the **Profile Photo** and click **Change photo**.

<img alt="" />

4. Select an image to upload.
5. Click **Save** to apply your changes.

## Update User Profile Name

The **User Profile Name** that appears next to your personal Profile Photo in your Kajabi Community is automatically populated with your Kajabi **Account Name**. To update it, you need to change your name in **Account Settings** in the Kajabi app.

1. Go to your **Kajabi Dashboard** and click **Settings** in the lower left sidebar.
2. Scroll down to **Account Settings** and select **Account Details**.

<img alt="Account Details" />

3. Update your **First name** and **Last name** as you wish them to appear in your profile.
4. Click **Save** to apply your changes.

<img alt="Account Details2" />

## Add social links to a User Profile

Social links on your User Profile page let members connect with you on other platforms.

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Select **Profile**.
3. Under **Bio**, click **Add link**.
4. Enter your social URLs in the **Social Link** fields that appear.
5. Click **Save** to apply your changes.
6. To view your changes, click **Back to community**, then click your **Profile Photo** in the sidebar to open your **Profile** page.

<Note>
  **Note:** Any Social Links you add to your User Profile page will also appear on your Community sidebar.
</Note>

## Add Bio information

Share your personal interests, goals, and professional background on your User Profile page.

1. Click your **profile icon** at the top right to open the options menu.
2. Select **Profile**.
3. Under **Bio**, complete the relevant fields with personal information you wish to share, including your location, job, languages, join date, and timezone.
4. Use the prompts provided below **Bio** to write about your personal interests and goals.
5. Click **Save** to apply your changes.
6. To view your changes, click the **Community Title** in the top left to return to the **Kajabi Dashboard**, then click your name in the top right corner to open your **Profile**.

<Note>
  **Note:** If you don't immediately see your updates on your User Profile page, try refreshing your browser.
</Note>

## Select preferred language

Community members can view posts and items in the Community in their preferred language.

<Note>
  **Note:** This setting changes the language for each individual Community member, not for all members.
</Note>

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Click the **language selector** and choose a language from the dropdown.
3. Kajabi Communities can display in **English**, **Dutch**, **French**, **German**, **Italian**, **Spanish**, and **Turkish**.

<Frame>
  <img alt="Communitylanguage3 26" title="Communitylanguage3 26" />
</Frame>


# Community Settings - Gamification
Source: https://help.kajabi.com/articles/products/community/community-settings-gamification

Configure rewards, titles, badges, points, and a Leaderboard to boost member engagement in your Community.

**Community Gamification** lets you build a flexible rewards system with levels, badges, and incentives that keep your Community members engaged. You can customize point values, assign titles, manage a Leaderboard, and even offer real-life prizes — all from your Community Settings.

Members earn points by completing specific actions and receive titles based on parameters you define. Use Gamification to recognize active participants, encourage repeat engagement, and create a sense of progression within your Community.

To access Community Gamification settings:

1. Open your Community and click the **ellipsis icon** next to the cover image.
2. Then, select **Community Settings**.
3. In the left sidebar, select **Customization**.
4. Then navigate to the **Gamification** section.

## Titles and badges

**Titles** serve as community recognition and can be customized based on member activity. Some example titles might be:

* **Rising Contributor** (500 points)
* **Top Contributor** (1,000 points)
* **All-Star Contributor** (2,000 points)

You can also assign custom titles such as VIP, Founder, Newbies, Top Member, Senior Manager, or level-based titles like "Apprentice" or "Expert."

Each title has:

* **Conditions** — Members must meet engagement milestones to unlock them
* **Rewards** — Each title comes with at least a digital badge associated with it

<img alt="" />

<Note>
  **Note:** If a title does not have a condition set, no one will qualify for it.
</Note>

### Earn badges

Badges are digital rewards tied to titles and specific achievements. Members can earn badges by completing activities such as:

* Making posts or comments
* Completing courses, lessons, or quizzes
* Attending live events or meetups
* Participating in challenges

### Grant badges manually

As an admin, you can grant a badge to a member manually — giving you the flexibility to celebrate members for reasons beyond automated achievements.

1. Click into a member's profile within your Community. Scroll to the **Titles** section and click **Grant Badge**:
   <img alt="Grant Badge" title="Grant Badge" />
2. Select the badge you want to give to the member and click **Grant**.

### Where members see titles and badges

* **Profile page** — Displays earned titles, total points, and unlocked badges
* **Feed (posts, comments, replies)** — Shows the most recently earned title next to a member's name
* **Chat messages** — Displays the latest badge for easy recognition
* **Email** — Members receive an email when they earn a title or badge
* **Notifications** — Members receive an in-app notification when they earn a title or badge

## Points system

The points system tracks engagement and participation. By default, Community members earn points for various actions, but you can fully customize the point values based on your preferences.

<img />

The default Leaderboard tracks points using the following system:

| **Action**                               | **Points earned** |
| ---------------------------------------- | ----------------- |
| Completing a Challenge                   | 100               |
| Commenting on a post                     | 3                 |
| Reacting to another user's post          | 1                 |
| Receiving a reaction on a post           | 1                 |
| Sending a direct message                 | 1                 |
| Receiving a reaction on a direct message | 1                 |
| Voting in a poll                         | 1                 |

<img />

You can toggle the points system on or off and customize the name of points (e.g., "Karma" instead of "Points").

<Warning>
  Warning: Deleting Community content such as posts, comments, poll responses, etc can reduce a member's point total. The points awarded for that action are subtracted from the member's weekly, monthly, and all-time totals.
</Warning>

### Add real-life prizes as custom fields

You can offer real-life (IRL) prizes to reward engagement, such as:

* **Promo codes** (e.g., discounts for products or services)
* **Physical merchandise** (e.g., community swag, books)
* **Exclusive content** (e.g., special access to premium content)

## Leaderboard

The **Leaderboard** ranks members based on their accumulated points and is available on mobile and web. It gives you a quick snapshot of who is most actively participating in your Community — use it to recognize top contributors, encourage engagement, and keep members motivated.

The Leaderboard can display:

* **7-day, 30-day, or all-time rankings**
* Titles and earned badges
* Sorting based on activity level

<Note>
  **Note:** The 7-day Leaderboard resets at 8am UTC every Monday. The 30-day Leaderboard resets at 8am UTC on the first of every month.
</Note>

### View the Leaderboard

To view your Community Leaderboard on the web app:

1. Click the **Leaderboard** tab in the left sidebar.
2. View your Community's **Weekly**, **Monthly**, and **All-time** Leaderboards.

<img alt="" />

### Customize the Leaderboard

You can:

* Toggle the Leaderboard on or off
* Show ranking-based earned titles and badges
* Customize the Leaderboard name (e.g., "Employee of the Month")

### Disable the Leaderboard

To remove the Leaderboard from your Community:

1. Click the **ellipsis icon** next to the cover photo, then select **Community Settings**.
2. In the left sidebar, select **Customization**.
3. Under the **Gamification** section, select visibility settings for both **Global leaderboard** and **Challenge leaderboard**:
   * Visible to members
   * Visible to founder, admins, and moderators
   * Disabled
4. Click **Save**.

## FAQs

### What actions earn points toward the Leaderboard?

Members earn points for actions such as completing a Challenge (100 points), commenting on a post (3 points), reacting to a post (1 point), sending a direct message (1 point), and voting in a poll (1 point). You can customize these values in your Gamification settings.

### Can I rename the points system?

Yes. You can customize the name of points to match your brand — for example, "Karma" or "Stars" instead of "Points."

### What happens if I disable the Leaderboard?

Disabling the Leaderboard hides it from members, but their accumulated points and badges remain intact. You can re-enable it at any time.

### Can I manually award badges to members?

Yes. Navigate to the member's profile, scroll to the **Titles** section, click **Grant Badge**, select the badge, and click **Grant**.

### Why does my member have negative points on the Leaderboard?

A negative balance usually means content that previously earned the member points has been deleted. When a post, comment, reaction, challenge completion, event RSVP, poll response, or group goal achievement is removed, the corresponding points are subtracted from the member's weekly, monthly, and all-time totals. Member balances are not capped at zero, so if the deductions exceed what the member currently has in that timeframe, the total drops below zero.

Example: If a member deletes a post that earned them 20 points, their total drops by 20 points. If the weekly or monthly leaderboard has already reset since they earned those points, that 20-point deduction comes of their newer (smaller) total. If their new total is less than 20, then they will end up with a negative point balance.

### What happens to member points if I change a point value?

Changing a point value does not retroactively adjust the points members have already earned — existing balances stay the same. From the moment you save the change, new earnings, and any deductions triggered later by deleted content, reflect the updated value. To avoid unexpected swings in member totals, settle on point values during initial setup and adjust them sparingly afterward.

Example: A member has liked a post and that earned them 10 points. The Community Owner then changes that value of that action to 20 points. If the same member goes and unlikes a post after the value has changed, they will lose 20 points total. This would lead to negative 10 points ( 10 - 20 = -10 points).


# Community Settings - Notifications
Source: https://help.kajabi.com/articles/products/community/community-settings-notifications

Configure push, in-app, and email notifications for Community features.

**Community notifications** keep you and your members informed about activity across your Community — from Channel messages and Challenge updates to Meetup reminders and Live Room alerts. You control how notifications are delivered (push, in-app, or email), and your members can further personalize their preferences from their own profile settings.

This page covers the types of notifications available, how to configure them at both the individual and Community level, and how to customize your Community email branding.

## Understanding Community notifications

Community notifications are delivered in three ways:

* **Emails** — Sent to the member's email address
* **In-app notifications** — Appear in the notification center within the Community
* **Mobile push notifications** — Sent to members using the mobile app

Notifications are managed at two levels:

* **Community level** — You set defaults for all members in **Community Settings**
* **Individual level** — Each member adjusts their own preferences in their profile settings

<Note>
  When a member joins your Community, all notifications are enabled by default. Members can then customize their preferences at any time. If you disable a notification type at the Community level, members will see that setting grayed out and cannot reactivate it.
</Note>

## Notification types by Community feature

The following charts show which notification types are available for each Community feature. You and your Moderators, Administrators, and Community members can customize and receive these notifications.

### Channels & DMs

<img alt="" />

### Challenges

<img alt="" />

### Meetups

<img alt="Understanding_Community_Notifications_-_Google_Docs.png" />

### Live Rooms

<img alt="" />

### Announcements

<img alt="" />

### Weekly Digest

<img alt="Screenshot 2024-08-10 at 7.42.52 AM.png" />

### Leaderboard

<img alt="" />

### Community owner email notifications

As a Community leader, you receive the following email notifications:

<img alt="Understanding_Community_Notifications_-_Google_Docs.png" />

## Customize push, in-app, and email notifications

#### To adjust your notifications using the Community web app:

1. Open your Community and locate your **profile icon** at the top right of the page.
2. Select **Notification settings**:
   <img alt="Community Notification Settings" />
3. Click the toggles next to **Push**, **In-app**, and/or **Email** to adjust notification settings as desired for each Community feature:
   <img alt="Community Notifications Toggles" />
4. Click **Save** to apply your changes.

### Channel notification type & frequency

You can change how often and what type of notifications you see for each Channel by selecting the radio buttons next to each Channel name:

* **All** — Get notified every day about all messages in a Channel, including announcements, mentions, meetups, and polls
* **Mentions** — Receive a notification every time your profile name is mentioned in a channel
* **Muted** — Opt out of all notifications for a specific Channel

<img alt="Channel Notifications" />

## Community email notifications

Manage which email notifications your members receive at the Community level. These settings apply to all members and override any individual preferences.

#### To enable or disable email notification types:

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Select **Email Notifications**.
3. On the **Email Controls** tab, click each **toggle** on or off as desired to enable or disable notification emails for **Channels**, **Challenges**, **Meetups**, **Live Rooms**, **Announcements**, and **Weekly Digest**.

<img alt="" />

When you toggle on email notifications for a Community feature, additional settings appear, giving you more granular control over which notification types to enable or disable within that feature.

### Granular email notification settings

Use the checkbox next to each email notification setting to turn it on or off, then click **Save** to apply your changes.

#### Channels

* **Channel message replies** — Members are notified when they get a reply to their Channel message
* **Direct message** — Members are notified when they receive a direct message
* **Channel message mention** — Members are notified when they get mentioned in a Channel

#### Challenges

* **Challenge ends (admins)** — Admins are notified when a Challenge has ended
* **Comment** — Members are notified for Challenge comments
* **Comment mentions** — Members are notified when they are mentioned in a Challenge
* **Entry mentions** — Members are notified when they get mentioned in a Challenge
* **Hype ups** — Members are notified when they get a Hype up in a Challenge

#### Meetups

* **1 day before** — Members are notified 1 day before a Meetup is scheduled to begin
* **1 hour before** — Members are notified 1 hour before a Meetup is scheduled to begin
* **When it starts** — Members are notified the moment a Meetup starts
* **Meetup created** — Members are notified when a Meetup is created
* **Meetup rescheduled** — Members are notified when a Meetup is rescheduled
* **Meetup cancelled** — Members are notified when a Meetup is cancelled

#### Live Rooms

* **When it starts (admins)** — Admins are notified the moment a Live Room starts
* **Recording is available (admins)** — Admins are notified when a Live Room recording is available
* **Recording is available (members)** — Members are notified when a Live Room recording is available

#### Announcements

* **New global announcement** — Members are notified when there is a global announcement
* **New channel announcement** — Members are notified when there is a Channel announcement

#### Weekly Digest

Enable or disable the following content in your Weekly Digest emails:

* **Announcements** — Includes current announcements
* **Challenges to complete** — Includes challenges to complete
* **Community stats** — Includes community stats
* **Popular conversations** — Includes popular conversations
* **Upcoming meetups** — Includes upcoming meetups

<Note>
  **Note:** If the Weekly Digest is enabled, a personalized weekly digest email is sent to your members starting at 9 AM Pacific Time on Thursdays. It takes a few hours to reach all members.\
  \
  Members only receive content from Access Groups they belong to, and they can unsubscribe at any time.
</Note>

## Community email customization

You can brand your Community email notifications to match your business identity.

### Update branding

Select the **Email Customization** tab in your **Email Notifications** settings to update the branding and footer information that appears on your Community email notifications:

<img alt="" />

Customize the look and feel of your email notifications by adding a **Logo**, **Accent color**, and **Font color**.

### Update Footer information

Update the information shown in your email's **Footer**, including your company **Street address**, **Copyright** notation, and any **Display hyperlinks** you would like to include (e.g., help center, support contact information, privacy policy, terms and conditions).

<Note>
  **Note:** If you don't update your marketing contact address in your Community **Email Notifications** settings, the default address will be Kajabi's company address: Kajabi, LLC, 17100 Laguna Canyon Rd. #100, Irvine, CA, 92618, USA. The Marketing Contact Address located in your Marketing Settings has no impact on the Community Email Notifications.
</Note>

## FAQs

## Can members override Community-level notification settings?

No. If you disable a notification type at the Community level, members cannot re-enable it. The setting appears grayed out in their **My Account Settings**.

### What happens when a member first joins?

All notifications are enabled by default. Members can customize their preferences in their profile settings after joining.

### How does the Weekly Digest work?

A personalized digest is sent starting at 9 AM Pacific Time on Thursdays. Members only receive content from Access Groups they belong to, and they can unsubscribe at any time.


# Create a Community Announcement
Source: https://help.kajabi.com/articles/products/community/create-a-community-announcement

Share important news, updates, and resources with your Community members through Announcements.

**Announcements** let you broadcast important updates to your Community members. You can pin them to your homepage or to a specific Channel, and manage them directly from the Community web app.

## Create an Announcement

#### To post your Announcement using the Community web app:

1. In the left sidebar, click the **ellipsis** icon beside the search bar.
2. Select **Community Settings.**
3. Navigate to **Announcement** then select **+New announcement**.
4. Enter a **Title** and **Description** for your Announcement.
5. (Optional) Click the **Upload** button to add a photo if desired (max file size is 40 MB).
6. Choose from the following:
   1. Click the first toggle "on" to **Pin this announcement** to your homepage, or
   2. Click the second toggle "on" if **This is a Channel announcement only**. If you choose to pin your Announcement only to a specific Channel, select your desired Channel from the dropdown menu.
7. Click **Save** to post your Announcement.

<img alt="" />

## Edit or delete an Announcement

#### To edit or delete your Announcement using the Community web app:

1. In the left sidebar, click the **ellipsis ... icon** beside the search bar.
2. Select **Settings**:
3. Select **Announcements**.
4. Place your cursor over the **Announcement** you wish to edit.
5. Click the **ellipsis ... icon** on the right.
6. Select **Edit announcement.**
7. Update as desired and click **Save** (or click **Delete Announcement** to delete your Announcement):
   <img alt="Announcements Edit" />


# Create a Community Challenge
Source: https://help.kajabi.com/articles/products/community/create-a-community-challenge

Inspire your members to take action together with Challenges in your Community.

<div>
  <iframe />
</div>

**Challenges** are activities, assignments, or check-ins that a Community can participate in together. Use them to drive engagement, accountability, and growth.

A Challenge can be **one-time** (e.g., Night Photography Challenge, Social Media Detox Day Challenge)*,* or a **recurring** one that occurs daily, weekly, or even monthly (e.g., 14-Day Networking Challenge)*.*

One-time and recurring Challenges are grouped together in a **Challenge Series.**

## Enable or disable Challenges

First, you must enable Challenges for the Community:

1. From the Dashboard, open the **Products** tab.
2. Select **Community**.
3. Click the **Go to Community** button.
4. Click the **more options icon (…)** in the top left next to the Community cover photo, then select **Community Settings**:
   <img alt="Screenshot 2026 06 16 At 6 36 09 PM (3)" title="Screenshot 2026 06 16 At 6 36 09 PM (3)" />
5. Select **Customization** in the side navigation.
6. Under **Features**, locate the **Challenges** section.
7. Toggle on **Enable Challenges globally**. Modify the **Feature alias** singular and plural if desired (e.g., Quest, Quests): <img alt="Thrive Fit Collective 06 16 2026 06 34 PM" />
8. Then, click **Save** at the top of the page.

## Create a Challenge Series and Challenge using a web browser

1. From the Dashboard, open the **Products** tab.
2. Select **Community**.
3. Click the **Go to Community** button.
4. Click the **more options icon (…)** in the top left next to the Community cover photo, then select **Community Settings**.
5. Select **Challenges** in the side navigation.
6. Select the **Challenge Series** tab, and click **+New Series**: <img alt="Thrive Fit Collective 06 16 2026 06 38 PM" />
7. Enter a **Title** and **Description** for the series and click **Create Series**.
8. Click the +New Challenge button at the carrot under the **Series Name** (Title), and click +**Create Challenge**: <img alt="Thrive Fit Collective 06 16 2026 06 40 PM" />
9. You'll see a four-part Challenge creation process described at the top of the page. The first part of Challenge creation is **Schedule**.\
   \
   Select **one-time** or **recurring**. For one-time, click the **Starting from** date to select a day and time, and then a **timeframe** for members to complete the Challenge (e.g, 14 days).\
   \
   For recurring, select the **Starting from** date, then select the timeframe divided into a **time period** of Days, Weeks, or Months, and then the **time period amount**.
10. For a one-time Challenge, select the **Challenge Series** it is part of. Recurring challenges are part of their own series.
11. Toggle on **Visible to all members** if you want your members to view the Challenge details before its start date: <img alt="Thrive Fit Collective 06 16 2026 07 05 PM" />
12. Click **Next**.
13. Select a **Template** to build the Challenge, or create your own.\
    \
    Search for a Challenge **template** in the **search bar** and/or select a **template block** (e.g., Move Your Body). Or, click **+Create custom challenge**.
14. Modify the **Title** and **Description** as desired.
15. Then, select an **Access Group** that is allowed to view and participate in the Challenge\*\*.\*\*
    <Note>
      **Note:** Members cannot join Challenges until the scheduled start date.
    </Note>
16. Optionally, enter a **Prize** that the winner of the challenge gets (e.g., 25% off Course coupon).
17. Choose and upload an exciting photo, video, or GIF to represent the Challenge, or click **Pick random photo**. You are able to view a preview of what the full Challenge advertisement will look like below.
18. Click **Save**.

<Note>
  **Note:** The image upload limit for a challenge is 40 MB. The video upload limit is 1 GB. The recommended size: 1280x720px.
</Note>

## Create a Challenge using the mobile app

1. Open the Kajabi App, then click the **Community** panel.
2. Select your **profile icon** in the top left.
3. Click the **hamburger/collapsed menu** **icon** in the left of the app.
4. Select **Challenges** under the **Access Group** you'd like to add a Challenge to.
5. Click the **gear icon.**
6. Use the same steps as described above to finish creating the Challenge.

## Review and download Challenge entries

#### To review entries:

1. Click the **x new entries** button near the top of the Challenges page within the Community: <img alt="Thrive Fit Collective 06 16 2026 12 58 PM" />
2. Click the **checkmark** on a Challenge entry to mark it as read, or click the **Mark all as read** button. Read entries will automatically be hidden from the Challenges page: <img alt="Thrive Fit Collective 06 16 2026 01 00 PM" />

#### To download all completed entries:

1. From the Community, click the **more options icon (...)** next to the cover photo.
2. Select **Community Settings**, then **Challenges**.
3. Open the **Challenges** tab.
4. Click the **more options icon (...)** next to a Challenge, then select **Download Entries** to download a CSV or ZIP file of all entries.

## Create an evergreen Challenge

Build an evergreen Challenge that is always available to Community members.

1. From the Community, click **Challenges** in the left navigation.
2. Click the **more options icon (...)** on the Challenge and select **Edit**:

<img alt="" />

3. For the **Start Date**, choose a date in the past, and for the **End Date** choose 1 day.
4. Click **Save**. Once that time period has passed, the Challenge becomes evergreen and Community members will be able to complete it at any time.

## Maximize Challenge success

**Series (collection of Challenges) -** Examples: 7 Days of Walking, Frozen to Fearless, Glow Up Series.

1. **Try X days of a Y structure**, as numbers create urgency and structure the challenge within a time constraint.
2. **Imply outcomes.** People participate in Challenges for personal growth, not just fun. The best Challenges hint at outcomes members would like to achieve.Choose an exciting photo, video, or GIF. Overlay text to describe the Challenge, like a YouTube video thumbnail

**Single Challenges -** Examples: Day 1-Walking Weekly Check-In, Fav Lip Shade Challenge.

1. **Choose an exciting photo, video, or gif.** Overlay text to describe the challenge, like a YouTube video thumbnail.
2. **Outline why this challenge is important.** Why is it good for members to participate? How will it benefit them?
3. **Strong call-to-action.** Easy-to-understand instructions reduce mental overhead.
4. **Lead by example.** You lead, and they follow. Members will enjoy seeing you complete the Challenge.
5. **Share widely.** IG/FB stories, IG/FB posts, and YouTube videos are great ways to engage. |

### Create challenges that engage the Community

* Give Community members some quick advice on how to best start the Challenge, and be simple and brief when describing it.
* Give the Challenge specific numbers or measurements ("List 5 goals", "Read ten pages", "Walk 30 minutes", etc.).
* Ask the Community to upload photos, drop emojis, leave comments, or provide some other proof that the Challenge has been completed.
* Encourage interaction and support between members.
* Attach guides, like worksheets or YouTube videos.
* Offer prizes.
* Don't make the Challenge too difficult. Typically, engaging Challenges shouldn't take more than 5-10 minutes to be accomplished in one sitting.
* Provide a short video or photo along with the text of the Challenge.
* Recommend that Challenges are paired with things members already do, like writing in their journals.
* For multi-day Challenges, gradually increase intensity (i.e., Read for 5 minutes on Day 1, 10 minutes on Day 2, and 15 minutes on Day 3).


# Create a Community Meetup
Source: https://help.kajabi.com/articles/products/community/create-a-community-meetup

Schedule and manage virtual Meetups to build trust and connection with your Community members.

**Meetups** help you build trust and meaningful connections with your Community members through scheduled virtual events.

## Create a Meetup

Meetups are shown in your local time zone. The time is adjusted to your time zone automatically.

* Open the **Products** tab from your Kajabi Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Click the "**...**" icon in the upper-left corner and select **Community Settings**.
* Navigate to **Meetups** and select **Create Meetup.**
* Fill in the info needed for your meetup:
  * **Image/Video:** Upload a video or image for your Meetup.
  * **Title:** Add the name of your event.
  * Enter the event link for the virtual meetup in the "**Location/ Meeting link**" or you can use a Live Room by clicking the "**Use Live Room**" tab.
  * **Date:** Schedule the date and time of your meetup.
  * **Description:** Fill in the info giving a description of what you will be doing.
  * Select which Access Group you want to have access to the meetup.
  * (Optional) Select a channel related to this event.
  * You have the option to create a **Recurring Meetup**. Select how often you want to hold this meetup.

<img alt="" />

* Review the details and click \*\*Save \*\*to keep and apply your changes.

<Note>
  **Note:** If you want to upload an image or video file to your Meetup, there is a video upload limit of 1 GB and a photo upload limit of 40 MB.
</Note>

## Enable or disable Meetups

Turn on or off your meetups in your Communities product:

* Open **Products** from your Kajabi Dashboard.
* Select **Community**.
* Click **Go to Community:**

<img alt="Kajabi_-_admin_communities_v2_109.png" />

* Click the ellipsis icon on your cover photo, then select **Community Settings**.
* Click **Customization**.
* Locate **Features**.
* Then, select **Customization**.
* Use the toggle for **Enable Meetups** to turn on or off your Meetups.
* Then, click **Save** to keep and apply your changes:

<img alt="" />

## Calendar View

Finding and planning community events is easy with the community calendar.

<img alt="You can view meetups as a list or in a monthly, weekly, or daily calendar on the Meetups page." />

Switch between \*\*list \*\*view, **monthly** calendar, **weekly** schedule, or **daily** agenda to see your events in the format that works best for you.

The visual calendar makes it simple to spot when events are happening and avoid scheduling conflicts. Each access group will have its own dedicated meetup calendar page, allowing members to also easily see all upcoming group meetups in one place.

## Recurring Community Meetups

### **Set a recurring Meetup**

Schedule Meetups that repeat on a set pattern instead of creating each session by hand.

When you create or edit a Meetup, use the **Recurrence** dropdown to choose how often the session recurs.

<Frame>
  <img alt="Screenshot 2026 05 05 At 9 18 08 AM" />
</Frame>

The available **Recurrence** options are:

* **Does not repeat** — A one-time Meetup
* **Daily** — Repeats every day at the same time
* **Weekly on a specific day** — Repeats on the same day of the week (for example, every Tuesday)
* **Monthly on a specific ordinal day** — Repeats on the same ordinal weekday each month (for example, every third Thursday)
* **Custom** — Build an advanced pattern with your own interval and end date

<Tip>
  **Tip:** Recurring Meetups are ideal for weekly office hours, monthly Q\&As, accountability check-ins, or any session your members can rely on showing up at the same time.
</Tip>

### **Build a custom recurrence pattern**

Use **Custom** when none of the standard options fit your schedule.

1. From the **Recurrence** dropdown, select **Custom**.
2. In the **Repeat every** field, enter the interval and choose **day**, **week**, or **month**.
3. If you selected **week**, choose one or more days of the week the Meetup should fall on.
4. Under **Ends**, choose how the series should end:
   * **Never** — The Meetup repeats indefinitely
   * **After** — The series ends after a set number of occurrences
   * **On date** — The series ends on a specific date you select
5. Click **Save** to apply the pattern, then **Save** the Meetup.

<Frame>
  <img alt="Screenshot 2026 05 05 At 9 18 23 AM" title="Screenshot 2026 05 05 At 9 18 23 AM" />
</Frame>

### **Edit a recurring Meetup**

When you edit a Meetup that's part of a series, a confirmation dialog asks how broadly your changes should apply. Select one of the three options:

* **This event only** — Updates only the single occurrence you opened
* **This and following events** — Updates the current occurrence and every future occurrence in the series
* **All events** — Updates every occurrence in the series, including past ones

<Frame>
  <img alt="Screenshot 2026 05 05 At 9 21 01 AM" title="Screenshot 2026 05 05 At 9 21 01 AM" />
</Frame>

<Note>
  **Important:** Choosing **All events** overwrites changes you've made to individual occurrences. If you've customized a single session, edit it directly with the **This event only** option instead.
</Note>

### **Cancel a recurring Meetup**

Canceling a recurring Meetup uses the same three-option dialog as editing. Choose whether to cancel **this event only**, **this and following events**, or **all events**.

<Warning>
  **Warning:** Canceling a Meetup cannot be undone. Members who have RSVP'd will lose access to the session.
</Warning>

### **The member experience**

Members do not see the recurrence structure of a Meetup. Each occurrence appears individually in the Meetups list and on the Community calendar, and members RSVP to each session independently — exactly as they would for a one-time Meetup.


# Create a Community Channel
Source: https://help.kajabi.com/articles/products/community/creating-a-community-channel

Segment your customers into refined groups with feed or chat Channels.

<div>
  <iframe />
</div>

A **Channel** in Kajabi Communities lets you segment your customers into focused groups. Channels support **Feed** or **Chat** formats, so you can drive discussions, share updates, and build engagement around specific topics. Only Admins can create Channels.

## Channel types

### Public, Private & Read-only Channels

A **Public Channel** automatically includes all members in the selected Access Group.

A **Private Channel** limits access to only the members you invite from the Access Group.

A **Read-only channel** may be public or private, and limits write access to Admins, Moderators and Assistants only.

### Feed vs. Chat

A **Feed** supports posts and topic threads. It displays in a feed-style layout where members can post photos, videos, share content, and show appreciation.

A **Chat** is a group conversation where you can exchange messages with members.

## Channel topic ideas

Channels live within an [Access Group](../../products/community/community-access-groups). Choose topics that align with your goals and add value for your members.

Topic-based examples:

* Mental Health
* Need Advice
* Body Positivity
* Books

Location-based examples:

* Los Angeles Chapter
* Tokyo Buddies
* Australia Chapter

Channels enable engaging discussions, [Meetups](../../products/community/host-live-rooms-and-events-in-your-community), and [Announcements](../../products/community/create-a-community-announcement).

## Create a Channel on the web

1. Open the **Products** tab from your Dashboard.
2. Select **Community**.
3. Click the **Go to Community** button.
4. Click the **more options icon (...)** in the top left next to the Community cover photo, then select **Community Settings**.
5. Navigate to **Channels** on the left, then select **+New channel**.
6. Add an image, **Title**, and **Description** for your Channel.
   <img alt="Community Settings Create Channel" title="Community Settings Create Channel" />
7. Choose which **Access Group** can interact with your Channel.
8. Select the type of Channel you want to create:
   * A **Feed** layout supports posts and topic threads
   * A **Chat** is a group chat where you can exchange messages with others
9. Select one or more **View Modes**, or layouts, that are available for the channel. Community members are able to choose between the modes you select: **Feed** (Default) - A social card layout for scrolling through text and media posts.
   <img alt="Image" title="Image" />
   **Forum** - A compact table layout for scanning topics, replies, and activity.
   <img alt="Image" title="Image" />
   **Gallery** - A responsive image grid for showcasing photos, designs, and visual content.
   <img alt="Gallery Comm" title="Gallery Comm" />
10. Then, select the **Default View Mode** members see when they first open the Channel.
11. Set the privacy setting for your Channel:
    * **Public Channel** — All members in the selected Access Group are automatically added
    * **Private Channel** — Only people you invite will have access
12. Click **Save** to create a Public Channel, or click **Next** for a Private Channel.

For a Private Channel, a members modal opens displaying all **Access Group** members.

1. Use the **checkboxes** to select which members to grant access.
2. Select the **checkbox** at the top of the list to select all members.
3. Click **Save**.

<Note>
  **Note:** If you want to upload an image or video file to your Channel, there is a 1 GB upload limit for videos and a 40 MB upload limit for photos. Videos and rich content can also be added directly into a feed post by adding a link.
</Note>

<Note>
  **Note:** Add or remove members from a Private Channel at any time in your Channel settings by clicking the members link at the right of the **Privacy** setting. A notification appears in the Channel feed when members are added. If a member is removed from the Community, any content they posted remains visible with an indication that the original author's account was deleted.
</Note>

<br />

## Create a Channel on mobile

1. Open the mobile app.
2. Go to the **Channels** tab at the bottom of the screen.
3. Click the **pencil** **icon** in the top right corner.

<img />

4. Click **Start a new Channel**.
5. Fill out all the details.
6. Select the type of Channel you want to create:
   * A **Feed** layout supports posts and topic threads
   * A **Chat** is a group chat where you can exchange messages with others
7. Set the privacy setting for your Channel:
   * **Public Channel** — All members in the selected Access Group are automatically added
   * **Private Channel** — Only people you invite will have access
8. Click **Save** to create a Public Channel, or click **Next** for a Private Channel.

For a Private Channel:

1. Use the **checkboxes** to select which members to grant access.
2. Click **Save**.

## Set a Channel to Read-only

When editing a Public or Private Channel, you may use a toggle to set it to **Read-only**. When enabled, only Admins, Moderators and Assistants can create Posts and Comments. Members are able to react to existing content.

<img alt="Read Only Channel Toggle" />

## Feed Channel cover photo

Add a cover photo to Feed Channels to give your Channel a polished look.

1. Go to the **Feed** Channel.
2. In the top left corner, click **Edit Page**.
3. Click **Choose File** and upload your cover image.
4. Click **Save** to apply changes.

## FAQs

### Can anyone create a Channel?

Only **Admins** are allowed to create a Channel.

### What Channels should I create?

Choose topics that align with your goals and provide value for your members. Consider topic-based Channels (e.g., advice, book clubs, wellness) or location-based Channels (e.g., regional chapters).


# Customize Community settings
Source: https://help.kajabi.com/articles/products/community/customize-your-community-settings

Update your profile, adjust notifications, add social links, create Community Guidelines, and configure feature settings.

Customize your Community by updating your profile information, adjusting push and email notifications, adding social media links, creating Community Guidelines, and more through your **Community Settings**.

## Access Community Settings

There are two places where you may click to access your Community Settings page: the **ellipsis icon** at the top left corner of the Community cover photo and the **profile icon** on the right top navigation bar:

<img alt="" />

<Note>
  **Note:** The steps below use the ellipsis icon to gain access to the Community; however, you may use whichever access point you prefer.
</Note>

## Add Social Links to the Community sidebar

Add icons to the Community sidebar that link to your TikTok, YouTube, Facebook, X (Twitter), Snapchat, YouTube, and Shop accounts, as well as your personal website.

**To add Social Links:**

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar, select **Details**.
3. On the **Community Details** page, navigate to the **Social Links** section.
4. Enter the social media account and website URLs in the associated Social Link fields.
5. Click **Save.**
6. Click **Back to community** to view the social link(s):

<img alt="" />

<Note>
  **Note:** Any Social Links added to the Community sidebar will also appear on your **User Profile** page.
</Note>

## Create Community Guidelines

**Community Guidelines** detail your expectations for members' participation in your Community. These guidelines are presented to members to accept before they can join, and all members must re-accept them anytime the guidelines are edited.

**To create Community Guidelines:**

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar, select **Details**.
3. On the **Community Details** page, navigate to the **Community Guidelines** section.
4. Click **Add guidelines**.
5. Add a **Title** and optional **Image**.
6. Under **Description**, add a welcome message for members, and detail the guidelines you would like to implement for members of your Community.
7. Click **Save**.
8. Click **Back to community** to view the guidelines pop-up.

## Change Member and Moderator aliases

Under **Customization**, you can change how you refer to your **Members** and **Moderators** within the Community.

**To update Member and Moderator aliases:**

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar, select **Customization**.
3. Navigate to the **Others** tab in the top menu.

<img alt="" />

4. Scroll down and update aliases as desired by overwriting the default terms.
5. Click **Save.**
6. Click **Back to community** to view your changes.

## Update Email Notifications

Choose which types of **Email Notifications** your Community members receive and add your own branding and business information to any Community emails you send.

**To enable or disable each type of Email Notification:**

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Select **Email Notifications**.
3. On the **Email Controls** tab, click each **toggle** on or off as desired to enable or disable notification emails for Community features, including **Channels**, **Challenges**, **Meetups**, **Live Rooms**, **Announcements**, and **Weekly Digest**.

You can adjust the email notifications within each Community feature at a more granular level. Learn [how to customize your Community Email Controls](https://help.kajabi.com/hc/en-us/articles/16626072524315#h_01H46P6GAZEHEN68QKVNNQYZQ1).

Also, from the **Email Customization** tab, you can update branding and footer information that appears on your Community email notifications.

Learn [how to customize your Community email branding and footer info](https://help.kajabi.com/hc/en-us/articles/16626072524315#h_01H46P6N4FFRYC0DP4NHTR7KVN).

## Update Community feature settings

Enable or disable the following Community feature settings:

* Direct messaging with founder
* Live Room access
* Hide Member Directory
* Hide Founder's Profile
* Customize Reactions

### Direct messaging with founder

Allow or deny Community members' access to start direct messages with the Community Account Owner. Any existing conversations will remain open.

**To allow or disallow direct messaging with founder access:**

1. Click the **ellipsis icon** next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar select **Customization**.
3. Navigate to **Others**.
4. Toggle on or toggle off **Direct messaging with founder** under the **Communication** section to update your preference:

<img alt="" />

### Live Room access

Allow the **Live Room** to stay open even when you weren't the one who started it (**Always open**), or disable it, so it only opens when a Leader, Admin, or Ambassador starts it (**Wait for access**).

**To update Live Room access settings:**

1. Click the **ellipsis** icon next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar select **Customization**.
3. Select your desired **Live Room access** setting.
4. Then, click **Save** to keep and apply your changes:

<img alt="" />

### Hide Member Directory

**To update the visibility of your Member Directory:**

1. Click the **ellipsis** icon next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar select **Customization**.
3. Navigate to **Others**.
4. Under the **Communication** section, select your desired setting for **Hide Member Directory**.
5. Click **Save** to keep and apply your changes.

### Display the Founder's Profile

Choose whether or not to allow your Community members to view the Community leader's name and profile photo.

To update the visibility of the Community leader:

1. Click the **ellipsis** icon next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar, select **Customization**.
3. Navigate to **Others**.
4. Under the **Communication** section, select your desired setting for **Hide Founder's Profile.**
5. Then, click **Save** to keep and apply your changes.

### Customize Reactions

Customize the emoji terminology your Community members can use to react to feed-style Channel posts and comments, as well as Challenge entries.

<Note>
  **Note:** Only the **thumbs-up emoji** can be used to react to Challenge entries. However, the custom label you assign to this emoji will appear alongside it in all locations (Channel posts/comments and Challenge entries).
</Note>

**To update Reaction labels:**

1. Click the **ellipsis** icon next to the Community **cover photo**, then select **Community Settings**.
2. Then, in the left sidebar, select **Customization**.
3. Navigate to **Reactions.**
4. Use the text input field next to each emoji to enter a label as desired:

<img alt="" />

Learn [how to create custom reactions for your Community](https://help.kajabi.com/hc/en-us/articles/17461324914715).

## Update Account Settings

In your Kajabi Community Account Settings, you can:

* Update Founder Profile Photo
* Add Social Links to your User Profile
* Add Bio information
* Control Push, In-app, and Email Notifications

### Update Founder Profile Photo

To update the **Profile Photo** for your Founder Profile:

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Select **Profile**:

<img alt="" />

3. Place your cursor over the **Profile Photo** and click **Change photo**:

<img alt="" />

4. Select a photo in the file uploader.
5. Click **Save** to apply your changes.

### Add Social Links to a User Profile

**To add social media account links to your User Profile page:**

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Select **Profile**.
3. Under **Bio**, click **Add link**.
4. Enter your social URLs in the **Social Link** fields that appear.
5. Click **Save** to apply your changes.
6. To view your changes, click **Back to community**, then click your **Profile Photo** in the sidebar to open your **Profile** page.

<Note>
  **Note:** Any Social Links you add to your User Profile page will also appear on your Community sidebar.
</Note>

### Add Bio information

To add information about your personal interests to your Kajabi Community user profile page:

1. Click your profile icon at the top right to open the options menu.
2. Select **Profile**.
3. Under **Bio**, complete the relevant fields with personal information you wish to share, including your location, job, languages, join date, and timezone.
4. Use the prompts provided below **Bio** to write about your personal interests and goals.
5. Click **Save** to apply your changes.
6. To view your changes, click the **Community Title** in the top left to return to the **Kajabi Dashboard**, then click your name in the top right corner to open your **Profile**.

<Note>
  **Note:** If you don't immediately see your updates on your User Profile page, try refreshing your browser.
</Note>

### Control Push, In-app, and Email notifications

Choose to mute or unmute both **Push and Email notifications** for your Community's **Announcements**, **Challenges**, **Channels**, **Meetup Reminders**, **Live Room Alerts**, and **Direct Messages**.

**To enable or disable these Community-related notifications:**

1. Click your **profile icon** at the top right of the Community to open the options menu.
2. Select **Notification settings**:

<img alt="" />

3. Click the toggles next to **Push, In-app** and/or **Email** to adjust settings as desired for each Community feature:

<img alt="" />

4. Click **Save** to apply your changes.

Learn more about [how to customize your Community notifications](https://help.kajabi.com/hc/en-us/articles/9974441887387).

<Tip>
  **Tip:** You can also enable or disable email notifications at the Community level (i.e. for all members). [Learn more](https://help.kajabi.com/hc/en-us/articles/16626072524315).
</Tip>

## Update User Profile Name

The **User Profile Name** that appears next to your personal Profile Photo in your Kajabi Community is automatically populated with your Kajabi **Account Name**. To update your Community User Profile Name, you'll need to update your name in your Kajabi **Account Settings**.

**To update your User Profile Name:**

1. Go to your **Kajabi Dashboard** and click **Settings** in the lower left sidebar.
2. Scroll down to **Account Settings** and select **Account Details**:

<img alt="Account Details" />

3. Update your **First name** and **Last name** as you wish them to appear in your profile.
4. Click **Save** to apply your changes:

<img alt="Account Details2" />

## Update Community Title, Description, and Cover Image

Your Community **Title**, **Description**, and **Cover Image** can be updated from your **Community Product** in the Kajabi app.

**To update the Community Name, Description, and/or Cover Image:**

1. Go to your **Kajabi Dashboard** and select **Products** from the left sidebar.
2. Then, select **Community**.
3. Click the **Settings** tab in the top menu.
4. Update the **Title**, **Description**, and/or **Cover Image** for your Community as desired.
5. Click **Save** to apply your changes:

<img alt="Comm Settings" />

## Select preferred language

Community members can view posts and items in the Community in their preferred language.

<Note>
  **Note:** This setting changes the language for each individual Community member, not for all members.
</Note>

1. Click the **profile icon** at the top right of the Community to open the options menu.
2. Click the **language selector** and choose a language from the dropdown.
3. Kajabi Communities can display in **English**, **Dutch**, **French**, **German**, **Italian**, **Spanish**, and **Turkish.**

<img />


# Generate excitement and grow a Community
Source: https://help.kajabi.com/articles/products/community/generate-excitement-and-grow-your-community

Use proven strategies to grow a membership and keep an audience engaged.

**Communities** go through phases — you'll see members come and go, so it's important to always be sharing and growing. The tips below help you grow your membership and keep your wider audience engaged.

## Tips to engage an audience and grow a Community

### Start sharing content with early members right away

Together you can try out Kajabi Community features like:

* **Live Room** with video chat, breakout groups, screen share, and recordings.
* **Channels** to facilitate communication and share the experience together.
* **Challenges** with progress wheels and growth trackers for accountability.

<Tip>
  **Tip:** Consider making these early members your Community moderators so they'll feel empowered to support the Community with lively discussions.
</Tip>

## Post exciting teasers and updates on social media

Use your social media accounts to engage your audience:

* Instagram polls are an interactive way to get feedback, collect social proof for future sharing, and build anticipation. Responses can be re-shared for social proof once your Community is live.
* Speak to your audience and tell them why you created this space and how members will benefit. Captions are a must with short attention spans.
* Weave in social proof to trigger FOMO. Initial member posts, members chatting, and exciting Challenges are a great way to attract more members.

## Share exciting details about specific Challenges, Meetups, or Circles

Have a 14-day Challenge coming up? A DIY Workshop? Or a Q\&A? **Get the word out.**

Let everyone know about upcoming Challenges and Events to build excitement. Share previous Challenge winners and celebrate your members.


# Get insights about a Community
Source: https://help.kajabi.com/articles/products/community/get-insights-about-your-community

View automatically generated statistics to analyze the progress and engagement of your Community.

<Note>
  **Note:** Your Community Insights are available in your Community Dashboard. You will no longer access your Community statistics in your Community Settings. If you do not have a Kajabi Community, you will not see data in your Community Dashboard.
</Note>

Track your **Community's** progress and engagement using automatically generated statistics available in your Community Dashboard.

## View Community statistics

You can access statistics about your Community in your Community Dashboard.

View statistics on members, messages sent, Meetups, and Challenge submissions.

**To view your statistics:**

* Open the **Products** tab from your Kajabi Dashboard.
* Click **Community**:

<img alt="" />


# Host Live Rooms and events in a Community
Source: https://help.kajabi.com/articles/products/community/host-live-rooms-and-events-in-your-community

Create genuine connections with your members using Live Rooms and events in your Community.

**Live Rooms** help you and your Community connect in real-time. Host meetings, Q\&A sessions, workshops, and more with your community members.

## What are Live Rooms?

**Live Rooms** are designed to help you and your Community connect in real-time.

The following tools are available in a Live Room:

* Record your session
* Screenshare
* Start breakout groups
* Ask people to turn on their videos/mics
* Spotlight the speaker or the shared screen
* Picture-in-Picture capabilities
* Meeting Timer
* Lock/Unlock live room
* Remove or kick out a person from the live room
* Chat in-line
* Send emojis
* Share files via chat

<img alt="Community Settings Live Room" />

## Start a Live Room

### Open a Community Live Room

* Open the **Products** tab from your Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* In the left navigation bar of your Home page, locate the **Live Room** button in the lower-left corner.
* Click **Live Room** to start a live room.
  * Optional: Notify your Community members that you are live, or click Don't Notify.
  * Optional: Click **Start Recording** to begin your Live Room session, or exit out of the recording notification to ignore it.

## End a Live Room

There is no "end" button for the Live Room. Everyone will simply click out of the room. If you would like to remove everyone from the Live Room when the meeting is over, you can navigate to "people", then click on the three dots … and select **Remove All** to remove everyone from the room:

<img alt="36192753164699" />

## Disable a Live Room

Disable your Live Room to only allow your Community members to join when you start a Live Room.

To turn off your Live Room:

* Open your **Community Settings**.
* Select **Customization.**
* Navigate to **Features**.
* Under the **Live Room** section, toggle off **Live Room.**

<img alt="Community Settings Disable Live Room" />

## Meetup activity ideas

There are many ways to engage your member community with meetups.

The following are example activities to connect with your community during a meetup:

* Complete the current challenge together
* Q\&A session
* Mastermind sessions
* Guest speaker
* Feedback channel

## Create a Meetup

* Open the **Products** tab from your Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Click the **ellipsis** icon beside the search bar in the left navigation window.
* Click **Community Settings.**
* Navigate to **Meetups**.
* Click **Create Meetup.**

<img alt="Community Settings Create Meetup" />

* Enter a **Title**.
* Enter the event **link** for the virtual Meetup in the **Location** field, or use a Live Room by clicking the **Use Live** button. You may also write the physical address if you are meeting in person.
* Set the date and time for the start and end of the event.
* Set the **Timezone**.
* **Optional**: Make it a recurring Meetup by checking **Repeat Every** and selecting the desired day(s).
* Add a **Description**.
* Assign the **Access Group**.
* Optional: Select a Channel to receive in-app updates.
* Then, click **Save** to keep and apply your changes.

### Keep a Live Room safe and private

When you create a Meetup, click the **Use Live Room** button to choose if you want to use your default Live Room for the Meetup or create a Private Room by clicking the **Create Private Room** button in the pop-up modal:

Your default Live Room will be accessible to all members of your Community, whereas a Private Room will only be accessible to the Access Group members who are invited to your Meetup.

You also have the ability to lock your room so you can moderate who can join:

* In the live room, click the gear icon to open **Settings** in the top-right corner of the live room.
* In the sidebar of the settings, click **Room**.
* Toggle on/off the Locked room button to lock or unlock your room:

<img alt="Community Settings Live Room Settings 1" />

<Note>
  **Note:** It's good practice to keep this room locked as often as possible, both during a meeting and away from your room. This allows you to stay safe, and avoid unwanted guests.
</Note>

### Screen sharing, breakout rooms, and recording

Yes, you can do all of those with the admin controls. Meetings in both the default Live Room and your Private Rooms can be recorded.

### Record a Live Room

* Click the record button to begin recording.
* Once the meeting is over, click on the record button again to stop recording:

<img alt="36192763836571" />

Shorter recordings will appear in your Meetups page in less than 5 minutes. Wait up to 30 minutes for longer recordings.

The recording is currently only supported on a desktop or laptop using the Chrome and Chromium browsers. It is not available on mobile devices and Safari.

### Find Live Room recordings

Your recordings can be viewed in the Meetups tab under Recordings.

### Edit and control access to a Live Room recording

Determine the Access Group that can view your Live Room recording:

* Open the **Products** tab from your Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Open **Meetups** from the left navigation bar.
* Select the **ellipsis** icon next to your Live Room recording date and time indicator.
* **Select Edit** – Make the changes you want.
  * You can edit the **Title**, **Access Group Description**, or **Delete the Recording and or Meetup**.
* Click **Save** to keep and apply your changes:

<img alt="Community Settings Editliveroom" />

## Set a default Access Group

You can set a default Access Group, which means the members of that Access Group will automatically get access to your recordings. If you need to change the Access Group, you can do so after the recording is published.

We recommend setting the default Access Group as the most general group.

* Click the **ellipsis (⋯) icon** on your Community cover image, located beside the search bar.
* Select **Community Settings.**
* Click **Meetups.**
* Under **Live Room Recordings Access**, select a **Default Access Group**. If you do not select one, a default group will be automatically assigned.
* The page will save automatically.

## Live Room recording resolution

The resolution of the Live Room recordings is 720p.

## Understanding Meetup Notifications

**Community notifications are sent out in three ways:**

* Emails
* In-app notifications (in your notification center)
* Mobile notifications (push notifications)

**Notifications are controlled two ways:**

* On an individual basis, in an individual's profile settings
* By you, the Hero, at the community level in community settings

<img alt="36192753169051" />

We recommend posting a countdown on your social platforms for more meetup visibility.

## FAQs

### Are there any limits to how many people can be in a Live Room?

You can host up to 200 concurrent people inside your Community Live Room.

Additionally, you can have up to 25 camera feeds on at the same time in a Live Room (24 participants and 1 local/self camera feed). Participants can still stay in the room and interact via audio and chat.

Screen sharing does not count toward the camera limit.

### What happens when someone else tries to turn their camera on after the limit is reached?

That participant will see a message indicating that the maximum number of cameras are active in this call. As soon as someone using video turns their camera off, another participant can turn theirs on.


# Share access to a Community
Source: https://help.kajabi.com/articles/products/community/how-can-i-share-access-to-my-community

Grant access to your Kajabi Community using Offers and Access Groups.

<div>
  <iframe />
</div>

To grant access to your Kajabi **Community**, you need to understand how Offers work on Kajabi. This page walks you through the process of sharing access with your customers using Offers and Access Groups.

## Introduction to Offers

An Offer is the price tag and the payment vehicle for your Product. The only way your customers can access your Kajabi Product for the first time is by going through your Offer. [Learn more](/articles/sales/offers/offers-overview).

With Kajabi, an Offer can either be purchased or granted.

When your Offer for an Access Group is purchased, the customer will be given access to their personal account library. The library will contain all Products they've purchased from your site. From their library, they can access your Kajabi Community Group.

[Learn more about what happens when a customer purchases an Offer.](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer)

Similarly, if your Offer is granted (i.e. given to your customer for free - [learn more about granting Offers](/articles/sales/offers/how-to-grant-an-offer)), the customer will be given access to their personal account library to access your Kajabi Community Group.

Granting your Access Group Offer is a great way to include your existing customers in your Community without any additional cost to them.

When you create a Kajabi Community Access Group, you are prompted to select "paid" or "free". Your selection automatically generates an Offer in your Kajabi account to help you get started. [Learn to create your Kajabi Community Group](/articles/products/community/build-kajabi-communities).

Be sure to return to your Access Group Offer to customize your Offer settings.

## View and edit an Offer

* Open the **Products** tab from your Dashboard.
* Then, select **Community** from the sidebar.
* Select the **Offers** tab.
* Then, select the Offer pertaining to the Community Access Group you wish to edit:

<div>
  <iframe />
</div>

[Learn to create and customize Offers](/articles/sales/offers/create-an-offer).

<Tip>
  **Tip:** Have you bundled your Course and Community products into a single Offer? Learn to add a link to your Community in your Course sidebar so that customers with access to both products can easily navigate from your Course to your Community.
</Tip>

## Remove someone from a Community

If someone does not belong in your community any longer, you can simply [revoke access](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer) from the member and they will no longer have access to the community and be removed.

<Note>
  **Note:** Revoking an offer does not delete the content from that member and you will still be able to see past posts or messages.
</Note>


# Track member growth in a Community
Source: https://help.kajabi.com/articles/products/community/how-can-my-community-members-track-their-growth

View points, badges, and Challenge progress on a member's profile page.

Your **Community** members can track their growth by joining Challenges and monitoring their progress. Points and badges earned are visible on each member's profile page.

## Growth information available on the profile page

On their profile page, your Community members can view:

* The total points they've earned.
* The badges they have earned.

## Track progress on the web app

A Community member can view the progress on their profile on the web app by:

* Clicking on the **profile** icon at the top right of the Community navigation bar.
* Selecting your profile:

<img alt="Profile navigation" />


# Block or report a Community member
Source: https://help.kajabi.com/articles/products/community/how-do-i-block-or-report-a-community-member

Block or report someone who violates the Kajabi Vibe Check policy for acceptable conduct.

<div>
  <iframe />
</div>

Kajabi has a strict [Vibe Check](../../products/community/how-does-the-kajabi-vibe-check-work) policy outlining unacceptable behavior in a Kajabi **Community**. You can block or report members who violate these standards to help keep your Community safe.

## Reporting vs. blocking

Kajabi has a strict [Vibe Check](../../products/community/how-does-the-kajabi-vibe-check-work) policy outlining unacceptable behavior in a Kajabi Community.

If you ever see any bullying, harassment, hate speech, spam, trolling, or other behavior that makes you or your Community members feel uncomfortable, don't hesitate to report and/or block the offending person.

Each member of your Community also has the ability to block or report another Community member.

### Report a Community member

If you believe a member of your Community has exhibited behavior the Kajabi team needs to know about, you can report them for that behavior.

When reporting a Community member to Kajabi for a [Vibe Check](../../products/community/how-does-the-kajabi-vibe-check-work) policy violation, please be sure to include a clear explanation of why. This will help ensure that appropriate action is taken by the Kajabi team if necessary.

### Block a Community member

A blocked Community member can no longer view or message the person who blocked them. Other members of the Community, however, will still be able to see and receive messages from that person.

## Block or report someone on the web app

You can find the Report and Block buttons inside of direct messages. To block or report a Community member using the web app:

* Click the **Members** tab in the Community sidebar.
* Select the name of the member you wish to block or report to open their profile.
* Click the **paper plane icon** to open a direct message window.
* Then, click the vertical **ellipsis** in the upper right of the screen to open the reporting options.
* Select either **Report** or **Block** as desired:

<img alt="Block or report options" />


# Understand the member Community experience
Source: https://help.kajabi.com/articles/products/community/how-do-my-members-experience-the-community

Discover how your members access, navigate, and interact with your Kajabi Community.

Understanding how your members experience your **Community** helps you create a better environment for them. This page covers how members access the Community, what they see, and how notifications work.

## Access the Community

Your members access your Community through an [Access Group](../../products/community/community-access-groups).

An **Access Group** is a product, so your members will access it through their [library](../../sales/offers/what-happens-when-a-customer-purchases-my-offer) just like any other product.

If they are part of multiple Access Groups, they will see all of them in the library, but it won't matter which one they access the Community through.

<Note>
  **Note:** If you are trying to onboard members, you will need to send them to the Offer page before they can access the Community. Your website must be Active in order for members to access it.
</Note>

## Community appearance for members

The Community looks almost identical to your Members, with a few key differences:

* Members only see the content that is assigned to their Access Group(s). They never see content that belongs to an Access Group where they are not a member.
* They do not see the Community Settings option.

## Member notifications

Your Members can control which notifications they receive, just like you can by going to **Settings > Notifications.**

By default, your members receive in-app, email, and mobile push notifications for the following:

* When someone mentions them or @everyone
* When you post or update an announcement
* When a meetup they RSVP'd to is starting
* When you join the live room (you have the option to disable this when you join)

You can update the default notification functionality for your Community at **Community Settings** > **Customization,** and by toggling on or off **Send email notifications to members**.

## Email format

The emails come from your community name at [noreply@communities.kajabimail.com](mailto:noreply@communities.kajabimail.com) and are not customizable at this time.

## Content from cancelled or deleted accounts

Content from members who have deleted their accounts displays by default in conversations and threads, maintaining conversational context.

Posts remain visible, but with an indicator that the original author's account was deleted, so other members can still understand the full conversation history.


# Kajabi Vibe Check policy
Source: https://help.kajabi.com/articles/products/community/how-does-the-kajabi-vibe-check-work

Understand the Kajabi Vibe Check standards that keep your Community safe, respectful, and welcoming.

Kajabi enforces a strict set of community standards — the **Vibe Check** — to maintain a safe, respectful, and welcoming environment for everyone in your Community.

## Kajabi Vibe Check

At Kajabi, we stand behind respect, inclusivity, acceptance, and positivity for all individuals.

* **Good vibes only.** No trolls, spam, or violence.
* **Predicated on respect.** No name-calling or harassment.
* **Everyone is included, and everyone belongs.** No bullying or shaming.
* **Zero tolerance** for hate, solicitation, nudity, or discrimination.
* **Positivity enforcement.** Offenders are subject to immediate removal from the platform.

## Tools that enforce the Vibe Check

* Automated flagging of content.
* Filters that remove nudity and other inappropriate content.
* Community reporting tools.
* Blacklist tools.
* Leader and ambassador tools to remove community members, messages, and content as needed.
* Shadow bans.
* A policy based on 100% respect for each other - the same as we'd expect out of people we meet in everyday life.


# Add a custom page to a Community
Source: https://help.kajabi.com/articles/products/community/how-to-add-a-custom-page-to-your-community

Compile notes, resources, PDFs, videos, worksheets, and more in a custom page for your Community members to easily access.

**Custom pages** in your Kajabi Community provide a dedicated space to compile resources like videos, templates, tip sheets, and more. You can add custom URLs and existing Kajabi pages — including Products, Offers, Landing Pages, Website Pages, Blogs, and Forms — directly inside your Community.

Your custom page will appear in the left sidebar of your Community. You can optionally choose to make your custom page the primary Community page.

<Note>
  **Note:** Kajabi Communities supports the addition of multiple custom pages up to 50 pages. Other login-protected Kajabi pages (i.e. course page, coaching product page) can be added as a custom page, but you'll need to create a test member account to view the logged-in end-user experience.
</Note>

## Set a custom page as the primary page

If you set a custom page as your primary page, this means it will be the page your members land on when they access the Community. If you don't set this as your primary page, your members will land on the Challenge page.

* In the left sidebar, click the **ellipsis icon** beside the search bar.
* Click **Customization**.
* Navigate to the **Home Page** section.
* Click the **Dropdown** menu.
* Select the custom page you want to make as primary page:

<img alt="Set primary page" />

<Note>
  **Note:** Only pages set to "All members" can be set as a primary page.
</Note>

## Add a custom page

To add a custom page:

* In the right sidebar, click the **ellipsis icon** beside the search bar.
* Click **Create New**.
* In the dropdown menu, select **Custom Page**:

<img alt="Create custom page" />

* Add **Name**
* Under **Source**, choose one of the following:
  * Custom URL – Paste the external link in the field provided.
  * Kajabi Page – Select from the dropdown options (Products, Offers, Landing Pages, Website Pages, Blogs, or Forms), then choose the specific item you want to display.
* (Optional) Toggle "**Open link in new tab**" on or off based on your preference.
* Set the **Access Group**
* Click **Save**:

<img alt="Custom page settings" />

## Edit or delete a custom page

* In the **left** sidebar, find the custom page you want to modify.
* Hover over the **custom page** and an icon will appear.
* Click the **icon:**

<img alt="Edit custom page" />

* From there, you'll have the option to edit the **icon**, **name**, **source link**, and **access group**. At the bottom, you'll also see the option to **delete the page**.
* Don't forget to click Save to apply your changes.

## Troubleshooting

If the custom page you added doesn't display properly inside the Community (e.g., it's blank or blocked), make sure to enable the **"Open link in new tab"** toggle when creating the page. This allows the content to open externally if it can't be embedded directly.

### Embedding an external web page off Kajabi?

You may need to manually enable iframe embedding of your site page. If you manage your own site, search your provider's help documentation for how to allow iframe embeds. If your site is managed by a third party, request them to allow iframe embeds in app.vibely.io.

### Embedding a PDF document?

To embed a PDF, you'll need to first add your document to a hosting service like Google Drive and then copy and paste the share link.

### Embedding a Notion page?

You can embed a Notion page by using a third-party service like [https://embednotion.com/](https://embednotion.com/) or [https://super.so/](https://super.so/).


# Add Offers in Kajabi Communities
Source: https://help.kajabi.com/articles/products/community/how-to-add-offers-in-kajabi-communities

Connect offers directly within your Community to encourage members to purchase additional products or services.

An **Offer Block** allows you to promote existing offers from your Kajabi Dashboard directly within your Community. It's designed to help you cross-sell or upsell other products or services to your members. The offer appears as a banner in the **right-hand sidebar** of your Community, making it easy for members to discover and purchase without leaving the Community.

<Warning>
  **Important:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting the feature has not been made available to your account yet. Check back at a later time to try the experience.
</Warning>

## Add an Offer

* Open the **Products** tab from your Kajabi Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Click the "**Add offer**" button located on the right-hand side bar:

<img alt="Add offer button" />

* Click **Continue:**

<img alt="Continue button" />

* Use the dropdown menu to select or search for the offer you want to feature:

<img alt="Select offer" />

* If you'd like to create an offer instead, click **New Offer:**

<img alt="New offer option" />

* Once you select an offer, a preview will appear showing how it will look in your Offer Block:

<img alt="Offer preview" />

* Click **Publish** to save and display it in your Community:

<img alt="Publish offer" />

<Note>
  **Note:** Offer descriptions will be truncated after five lines.
</Note>

## How the Offer appears to members

* Members will see the offer banner in the right-hand sidebar of the home feed.
* When your members click the offer button, it will open the offer checkout page in a popup
* For now, offer blocks are not dynamic. Your members will see the same offer even after they have purchased.

## Update the offer details in the Offer Block

The Offer Block in the Community pulls its content from the linked offer in your Kajabi Dashboard. To update these details, go to your Offers dashboard, select the offer you want to update, or [create one](../../sales/offers/create-an-offer).

<Note>
  **Note:** The offer block does not update automatically when changes are made to the offer. To reflect the updated details in the Community, open the Edit Offer modal inside the Community and click Update. This will refresh the data and apply the information to the banner.
</Note>

## Remove an offer from the Offer Block

To remove an offer from your Offer Block:

* Go to the right-hand sidebar of the Home feed where the offer is currently added.
* Click the Edit Offer button.
* In the editor panel, click Unlink Offer.
* Click Update to save your changes.

## Can I choose different offers for different pages and show multiple offers?

Currently, Offer Blocks are only supported on the **Home (Global) Feed** and you can only display **one offer at a time**.


# Apply text formatting to Community posts and comments
Source: https://help.kajabi.com/articles/products/community/how-to-apply-text-formatting-to-your-kajabi-community-posts-and-comments

Customize your feed posts and comments with bold text, italics, ordered lists, and more.

Enhance your Community posts and comments with **text formatting** options. Make your content more readable and visually appealing with bold, italics, lists, and more.

## Available formatting options

With Kajabi Communities, you can apply the following formatting options:

* Bold
* Italics
* Underline
* Ordered Lists (i.e., numbered lists)
* Unordered Lists (i.e., bullet points)
* Headings 1 & 2 (Note: Only available in posts, not in comments.)
* Links (i.e., add a hyperlink to your text)
* Strikethrough

<Note>
  **Note:** Text formatting in your Kajabi Communities is currently available on the web. If you attempt to edit a formatted post on mobile, the formatting will disappear. Be sure to apply your text formatting with the web application.
</Note>

## Apply text formatting

* Add a feed post or comment to your Kajabi Community.
* **Highlight** the text you wish to customize or click the "**Aa**" button to apply rich formatting.
* Select your desired text formatting option.
* Then, click **Post** to publish your post or comment:

<img alt="Text formatting example" />


# Create a poll in a Kajabi Community
Source: https://help.kajabi.com/articles/products/community/how-to-create-a-poll-in-your-kajabi-community

Survey your Community members with polls in your Community Channels to gather feedback and drive engagement.

**Polls** in your Community Channels are a great way to gather feedback, engage your audience, and make data-driven decisions.

## Community poll

Survey your Community members with a poll in your Community Channels. [Learn more about Community Channels](../../products/community/creating-a-community-channel).

<img alt="Community poll example" />

## Create a poll

To create a poll in your Community Channel Feed:

* Navigate to your **Products** tab from your Dashboard.
* Select **Community**:

<img alt="Select Community" />

* Then, click **Go to Community**:

<img alt="Go to Community" />

* Navigate to an existing Channel Feed or [create one](../../products/community/creating-a-community-channel).
* Then, click `+` in your Channel Feed or the polling icon from your Feed tab:

<img alt="Poll icon" />

* Enter your prompt in the "Write your thoughts..." section and build out your answer options:

<img alt="Poll creation" />

Add more answer options by clicking **+ Add option** and adding your emoji icon and text:

<img alt="Add options" />

Add up to 10 answer options per poll.

### Additional poll settings

As you create your poll, you can click the **gear** icon next to **+ Add option** to access additional poll settings:

<img alt="Poll settings" />

* **Allow multiple answers**: Allow the members in your Channel to select multiple answer options in your poll.
* **End date**: Set a time limit for answers to be submitted to the poll.

**Rearrange your answer options**

Reorganize your answer options by moving the options to your desired placement.

To rearrange your answer options:

* As you create your poll, hover your mouse next to the answer option you wish to move.
* When the dotted icon appears, click and hold the dotted icon:

<img alt="Drag handle" />

* As you hold the dotted icon, drag and drop the answer option to your desired location:

<div>
  <iframe />
</div>

**Remove an answer option**

To delete an answer option as you build out your poll, you can simply change the text and emoji image of an existing answer or after creating additional options, you can click the trash icon by hovering inside the answer option you wish to permanently remove:

<div>
  <iframe />
</div>

## Publish your poll

After you have set up your poll, be sure that everything is configured correctly before clicking **Post** as it will be publicly posted to your Community Feed.

<Note>
  **Note:** If a vote has been submitted to your posted poll, you will not be able to update your poll.
</Note>

Clicking **Post** will publish your poll immediately to your Feed.

Click the dropdown icon next to the **Post** button to post your poll immediately (i.e., Post Now) or schedule for later:

<img alt="Post options" />

If you wish to edit your poll after you have posted, you can click the **More Actions** menu in the top-right corner of your posted poll and click **Edit**:

<img alt="Edit poll" />

<Note>
  **Note:** If a vote has been submitted to your posted poll, you will not be able to update your poll.
</Note>

## Poll results

You and your administrators will always be able to see the answers submitted to the poll. Whereas, Community Members will only be able to see the answers after they have submitted their vote.

If you wish to see more details about who voted for what, click **See Results** after votes have been submitted to your poll.


# Create custom reactions for a Community
Source: https://help.kajabi.com/articles/products/community/how-to-create-custom-reactions-for-your-community

Customize the emoji terminology your Community members can use to react to feed-style Channel posts, Channel post comments, and Challenge entries.

**Custom reactions** are labeled emojis you and your Community members can use to react to feed-style Channel posts, Channel post comments, and Challenge entries. Customize these to match your brand's voice and tone.

A variety of emojis are available to use to react to feed-style Channel posts and Channel post comments:

<img alt="Available emojis" />

And you can customize the specific wording you want to appear on their labels:

<img alt="Emoji labels" />

**Only the thumbs-up emoji can be used to react to Challenge entries**. However, the custom label you assign to this emoji will appear alongside it in all locations (Channel posts/comments and Challenge entries).

## Customize Community reactions

Update the label for each of your emojis as desired in the Customization tab of your Community settings.

**To customize your emoji labels:**

* Click the **settings ellipsis icon** on your Community cover image.
  (Or, if you're using the mobile app, navigate to either the Feed or Challenges page, click your profile icon at the top right, then click the settings gear icon).
* Select **Customization** from the left navigation menu.
* Scroll down to **Customize reaction terminology**.
* Use the text input field next to each emoji to enter a label as desired.
* Check out how your updated emoji look by scrolling your cursor over each emoji in the **Preview** box just below.
* When you're done updating your label terminology, click **Save**:

<div>
  <iframe />
</div>

## Apply a reaction

Reactions can be applied to feed-style Channel posts, Challenge entries (thumbs-up emoji only), and comments members have left on a Channel post.

**To add a reaction to a Channel post or comment using the web app:**

* Navigate to the post or comment where you'd like to react.
* Place your cursor over the **Inspired (thumbs-up)** button.
  A small popup will appear displaying your emoji choices.
* Scroll your cursor over each emoji to preview its label in a tooltip.
* Select the emoji you want to react with:

<div>
  <iframe />
</div>

Change your mind or accidentally select the wrong reaction? No problem! Place your cursor back over the reaction button. The popup menu will reappear and you can choose a different emoji. Or simply click the reaction button to remove your reaction.


# Create guidelines for Community members
Source: https://help.kajabi.com/articles/products/community/how-to-create-guidelines-for-new-community-members

Set up guidelines that members must accept before joining your Community.

**Member guidelines** let you greet incoming Community members with a welcome message, outline your Community's rules, or both — all in one section that members must review and agree to before they can join.

## Add a welcome message and guidelines

1. Click the profile icon in the top right corner of your **Community.**

2. Click **Community settings**:

   <Frame>
     <img alt="Community Settings1" />
   </Frame>

3. Then, in the left sidebar, select **Details**.

4. Scroll down to the **Community Guidelines** section.

5. Click **Add guidelines.**

6. Add a **Title**, **Image**, and **Description** for your guideline.

7. Click **Save**.

8. Click **Back to community** to view your guideline pop-up.

<Note>
  **Note:** The created guideline will also appear in the left sidebar.
</Note>


# Create polls in Community Channels
Source: https://help.kajabi.com/articles/products/community/how-to-create-polls-in-a-community-channels

Engage your Community members with interactive polls to gather feedback, make decisions, and encourage participation.

<div>
  <iframe />
</div>

Interactive **polls** in your Channels are a great way to gather feedback, make decisions, and encourage participation from your Community members.

## Create a Poll in the Channel Chat (Web)

Engage your community members with a poll inside of a chat:

* Open the **Products** tab from your Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Open the **Channel** where you want to create a poll.
* Click the "**+**" icon at the lower left next to the message field.
* Click **Create poll**.
* Enter your poll questions and answer options.
  * (Optional) Click the gear icon to:
    * Enable "**Allow Multiple Answers**" (if needed).
* Set an **End Date** for the poll.
* Review your poll details and click **Post**:

<div>
  <iframe />
</div>

## Create a Poll in the Channel Feed (Web)

* Open the **Products** tab from your Dashboard.
* Select **Community** from the sidebar.
* Click **Go to Community**.
* Open the **Channel Field** where you want to create a poll.
* Write a post.
* Click the "**+**" icon at the lower left of the Post box.
* Click the Poll icon.
* Enter your poll questions and answer options.
* (Optional) Click the gear icon to:
  * Enable "**Allow Multiple Answers**" (if needed).
  * Set an **End Date** for the poll.
* Review your poll details and click **Post**:

<div>
  <iframe />
</div>

## Create a Poll in the Channel Chat (Mobile)

Create a poll in your community chat channel from the mobile app:

* Open the mobile app and select the **Channels** tab.
* Select the chat channel where you want to create a poll.
* Click the **+** icon at the lower left of the message entry field.

<img alt="Mobile chat poll" />

* Select **Create a Poll**.
* Add your poll **questions** and **answer** options as needed.
* (Optional) Click the **gear icon** to:
  * Enable **Allow Multiple Answers** (if needed).
  * Set an **End Date** for the poll.
* Review your poll details and click **Post.**

<img alt="Mobile poll creation" />

## Create a Poll in the Channel Feed (Mobile)

Create a poll in your community feed channel from the mobile app:

* Open the mobile app and select the **Channels** tab.
* Select the feed channel where you want to create a poll.
* Click the **poll icon.**
* Add your poll questions and answer options as needed.
* (Optional) Click the gear icon to:
  * Enable "**Allow Multiple Answers**" (if needed).
  * Set an **End Date** for the poll.
* Review your poll details and click **Post.**

<img alt="Mobile feed poll" />


# Direct message Community members
Source: https://help.kajabi.com/articles/products/community/how-to-direct-message-community-members

Send a direct message (DM) to a member of your Community for private one-on-one conversations.

Connect with individual Community members through **direct messages**. DMs allow for private conversations between you and your members.

## Send a DM on the web app

To send a Community member a direct message (DM) from the Community web app:

1. Open the **Products** tab from your Kajabi Dashboard.
2. Navigate to the **Community** tab.
3. Click **Go to Community**.
4. Click the **paper airplane** icon in the top right and then the plus sign to find the member you want to send a DM to. You can also hover over any member's name in the community and click the option to **Direct message**.
5. Select the member you want to message. You can optionally type the member's name into the search bar to locate them.
6. Type your desired message into the text box. Optionally, click the **paper clip** icon to attach a PDF, audio, image, or video file.
7. Click the **send icon** or press the return/enter key on your keyboard.

## Send a message to a group of members

Group DMs are not available in Kajabi Communities. Direct messages are one-on-one only. To message multiple members at once, you have two options:

* **Private Chat Channel** — Create a private Channel using the Chat layout and invite specific members. This creates a shared group conversation. [Learn how to create a Community Channel](/articles/products/community/creating-a-community-channel).
* **Community DM Automation** — Use the **Send Community DM** action in an Automation to send a message to a group of members when a trigger fires. Each member receives the message individually, not as a shared thread. [Learn about Community Automations](/articles/marketing/automations/understanding-automation-components).

## Audio messages

When you or a member sends an audio file in a DM, Kajabi displays a built-in audio player directly in the conversation. The player includes play/pause, a progress bar with seek, and a duration display so you can listen without leaving the chat.

Only one audio message plays at a time. Starting a second audio message automatically pauses the first.

### Audio transcription

Kajabi automatically transcribes audio messages after they are sent. A "Transcribing..." status appears below the audio player while the transcription is in progress. Once complete, the full transcript text displays beneath the player.

If transcription fails, the transcript area is hidden and the audio player continues to work normally.


# Edit a Community profile
Source: https://help.kajabi.com/articles/products/community/how-to-edit-your-community-profile

Customize your Community profile to highlight your interests, social links, and personal information.

Your **Community Profile** is your personal space to share who you are with other members. Update it to showcase your favorite groups, goals, achievements, hobbies, and more.

## Edit a Profile

To edit your personal Profile using the Community web app:

1. From the Community, click the dropdown arrow next to your profile icon at the top right of the page to open the options menu.
2. Under **Account** select **Profile**.
3. Update your photo, add social links, and share information about your personal interests as desired by clicking the **Edit pencil icon**.
   <img alt="Thrive Fit Collective 05 01 2026 05 44 PM" title="Thrive Fit Collective 05 01 2026 05 44 PM" />
4. Update your photo, add social links, and share information about your personal interests as desired.
5. If enabled for the Community, you may also add a **custom** **username**. Look for the **people icon** in the **Bio**.\
   \
   A custom username replaces your real name everywhere it appears: Profile header, Posts, Comments, @mentions, and member lists.\
   \
   Usernames are "per community", meaning you can use a different username in each community you belong to, and your username must be unique within that community.\
   \
   @mention searches works with both real names and usernames, so other members can find and tag someone regardless of which name they're displaying. \\
   <img alt="Custom Username" title="Custom Username" />
6. Click **Save** to apply your changes.
7. To view your changes, click **Back to community**, then click your profile name in the sidebar or the options menu to open your profile page.

<Note>
  **Note:** You can also update your name in your Kajabi Account Details settings. [Learn more](../../products/community/customize-your-community-settings).
</Note>

## Save a Community Post

Community members can save posts they want to come back to later.

1. To save a post, click the **three-dots (...)** on any post.
2. Select **Save Post**.

<img alt="Screenshot 2026 05 01 At 5 48 25 PM (3) 1" title="Screenshot 2026 05 01 At 5 48 25 PM (3) 1" />

<Note>
  **Note:** Previously saved posts can be unsaved by clicking **Unsave Post** in the same menu.
</Note>

### View Saved Posts

Saved posts are collected inside members' profile pages.

1. To view Saved Posts, click the member profile at the top-right of the Community.
2. Select **Saved Posts** in the menu.

<img alt="Saveposts1" title="Saveposts1" />

<img alt="Thrive Fit Collective 05 01 2026 05 50 PM" title="Thrive Fit Collective 05 01 2026 05 50 PM" />


# Enable Google Sign-In for members
Source: https://help.kajabi.com/articles/products/community/how-to-enable-google-sign-in-for-members

Allow members to sign in using Google for an easier login experience while keeping everything secure.

With the **Member Social Login** feature, you can allow members to sign in using Google. This simplifies the login process for your community while maintaining security.

This guide walks you through setting up and customizing Google as a login option for your members.

## Enable Google Login

1. Go to **Settings** in the lower left of your Kajabi dashboard.
2. Click into the **Member sign in & security** tab.
3. Toggle on Enable Google sign in
4. Click **Save**.

<img alt="Enable Google Sign-In" />

Once saved, the Google sign-in option will appear on your themed login page:

<img alt="Google sign-in on login page" />

<Note>
  **Note:** If you're using an older version of the theme, you may need to update your website theme to see the Google button. [**Learn how to update your template**](../../website/pages/how-to-update-a-template)
</Note>

## Customize the Google Button

You can adjust the look of the Google login button while staying within Google's brand guidelines.

Options you can customize include:

* Button color
* Shape (rounded or rectangular)
* Size
* Text

<img alt="Google button customization" />

Once you've made your changes, click **Save**.

## Member Login Experience

### Members signing up

1. A member can sign up through your purchase flow or login page.
2. On the **Customer Account Setup Page**, they'll see the option to **Continue with Google**.
3. If they prefer, they can still create an account with a password.

<img alt="New member signup" />

<Note>
  **Note:** The Customer Account Setup Page automatically inherits the following settings according to your website theme. [Learn more about how to Customize your Website Theme.](../../website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>

### Existing Members

If a member already has a password-based account and their email they used for account creation is different than their Google email they intend to use, they can connect it to Google by following these steps:

1. Log in with their existing **email and password**.
2. Go to their **Settings**.
3. Scroll all the way to the bottom of the Settings page and click **Connect with Google,** under **Social Accounts**.
4. For security, they will be prompted to enter their password to confirm.

They can also disconnect Google in this same section. If they originally created their account via Google, they will be asked to create a password for their account before being able to disconnect to ensure their account is still able to be logged into.

## Additional Information

* Members can connect **one Google account** per login.
* If a wrong Gmail account is connected, they can disconnect it from their account settings.
* To ensure security, disconnecting requires creating or confirming a password.


# Pin posts in Community Channels
Source: https://help.kajabi.com/articles/products/community/how-to-pin-posts-in-your-community-channels

Highlight important posts by pinning them to the top of a Channel or main Feed.

Spotlight important posts by **pinning** them to the top of a Channel or main Feed. This helps ensure your community members see your most important content first.

## Pinning posts

Spotlight a post from your Channel by pinning the post to the top of the Channel it was posted in.

If you want the post featured on your main feed, you can choose **Pin to feed**.

<Note>
  **Note:** With your Kajabi Community, all posts (including posts featured on your main feed) are only visible to the Access Group you set.
</Note>

<img alt="Pinning options" />

## Pin posts in a Channel

* Open the **Products** tab from your Kajabi Dashboard.
* Navigate to the **Community** tab.
* Click **Go to Community**.
* Navigate to the **Channel** you wish to update.
* Locate the **post** you wish to pin.
* Click the `…` menu.
* Select **Pin to Channel**:

<div>
  <iframe />
</div>

If you want to pin the post to your main Feed, select **Pin to feed**:

<div>
  <iframe />
</div>


# Rearrange Channels in a Kajabi Community
Source: https://help.kajabi.com/articles/products/community/how-to-rearrange-your-channels-in-your-kajabi-community

Organize your Kajabi Community by reordering Channels to control how they display for members.

Keep your Community organized by reordering **Channels** to prioritize the most relevant content for your members. Rearranging Channels lets you control the display order across your Community.

## Community Channels

A Channel in Kajabi Communities allows you to segment your customers into more refined groups. Channels can be a feed or a chat to build engaging interactions, activities, and discussions amongst your customers.

[Learn to create a Channel](https://help.kajabi.com/hc/en-us/articles/9952453388443).

## Rearrange Channels

Organize your Channels for your Community Members by reordering how they are displayed within your Community. By reordering your Channels, you will create a Custom order.

<img alt="" />

### Rearrange Channels from Community Settings

* Open **Products** from your Kajabi Dashboard.
* Select **Community**.
* Click **Go to your Community**.
* Inside your Community, click the ellipsis icon on your cover photo, then select **Community Settings.**
* Navigate to **Channels.**
* Select the **Sorting** tab.
* Locate the **Channel** you wish to move.
* Drag and drop the Channel to your desired location.
* Repeat for all Channels you wish to rearrange.
* Be sure to click **Save** to keep and apply your changes.

### Rearrange Channels from Community Home

* Open **Products** from your Kajabi Dashboard.
* Select **Community**.
* Click **Go to your Community**.
* Locate the **Channel** you wish to move inside the left sidebar.
* Drag and drop the Channel to your desired location.
* Repeat for all Channels you wish to rearrange.


# Update a Kajabi Community URL
Source: https://help.kajabi.com/articles/products/community/how-to-update-your-kajabi-community-url

Customize the URL slug of your Kajabi Community to match your brand and build recognition among members.

The **Kajabi Community URL** can be customized to reflect your brand. Updating the URL slug helps build brand recognition and makes it easier for members to find your Community.

## Update the Community URL

* Open your Community.
* Click the ellipsis icon on your cover photo, then select **Community Settings**.
* Select **Details**.
* Under **Basic Information**, navigate to the **URL Slug** field to change your URL.
* Input your URL Slug and click **Save**.

<img alt="" />

The updated URL Name will display at the end of your full community URL.

* The **first part** of the URL is pulled from your site's domain.

* The **last part** is the section you can customize in the Community settings.

For example, instead of:

**sitedomain.mykajabi.com/products/communites/v2/communityname**

You can customize the last part to:

**sitedomain.mykajabi.com/products/communites/v2/kitchencommunity**


# Upload files to a Community Challenge
Source: https://help.kajabi.com/articles/products/community/how-to-upload-a-pdf-audio-image-or-video-file-to-a-community-challenge

Attach PDFs, audio files, images, and videos to Challenge entries and comments.

Enhance your Challenge entries and comments by attaching various **file types**, including PDFs, audio files, images, and videos.

<Note>
  **Note:** You can view PDFs and play audio files directly in the Community on the web app. Mobile app users will be prompted to download a PDF or audio file first.
</Note>

## Add a file to a Challenge entry

To upload a PDF, audio, image, or video file to a Challenge entry:

1. Navigate to the Challenge and click **Join**.
2. Select the Challenge block, then click the **+ button**.
3. Select the desired **File type icon**:
   <img alt="Thrive Fit Collective 05 21 2026 05 06 PM" title="Thrive Fit Collective 05 21 2026 05 06 PM" />
4. Choose the file, then click **Open** to upload it to your Challenge entry.
5. When you're finished creating the entry, click the **up arrow** or hit **Enter** to submit.

## Delete a file from a Challenge entry

To delete a file you've uploaded to a Challenge entry:

1. Click the ellipsis menu \[…] at the top right corner of the Challenge entry.
2. Select **Edit Entry**:
   <img alt="Challenge Edit" title="Challenge Edit" />
3. Click the **X** **icon** on the file to delete.
4. Then, click **Save Changes** to repost your entry without the deleted file.

## Add a file to a Challenge entry comment

To upload a PDF, audio, image, or video file to a Challenge entry comment:

1. Navigate to the Challenge entry and click **Comment**.
2. Enter your comment, and click the **+ button**.
3. Select the desired **File type icon**.
4. Choose the file, then click **Open** to upload it to your comment.
5. When you're finished, click the **up arrow** or hit **Enter** to submit.

<Note>
  **Note:** A maximum of 6 files can be added to a Challenge entry or comment. The maximum file size that can be uploaded is 1 GB.
</Note>

## Video file recommendations

To ensure optimal playback quality for uploaded videos in Kajabi Communities, please upload videos using the following recommended settings:

**Resolution:** 1920×1080 (16:9)\
Standard Full HD, 16:9 aspect ratio

**Bitrate**: 5,000–8,000 kbps\
Ensures sufficient detail for streaming

**Codec:** H.264 (High Profile)\
Widely supported compression format

**Frame Rate**: 30 fps (constant)\
Smooth playback for most content

**Audio**: AAC 128–160 kbps\
Standard high-quality audio

<Warning>
  **Warning:** Videos that do not meet these recommend specifications may appear blurry or scale incorrectly.
</Warning>

<Note>
  **Note:**

  * Videos with non-standard aspect ratios (e.g., 1920×1074) may scale and appear less sharp
  * Low-bitrate videos (under 1,000 kbps) may appear well on a desktop but will degrade noticeably after upload to a Community
  * If the bitrate is less than the recommended value, the quality will degrade, even if the video has 1080 resolution
  * Re-exporting videos according to these settings will significantly improve clarity
</Note>


# Upload files to a Community Channel
Source: https://help.kajabi.com/articles/products/community/how-to-upload-a-pdf-audio-image-or-video-file-to-a-community-channel

Attach PDFs, audio files, images, and videos to Channel posts, comments, and chat messages.

Enhance your Community posts and comments by attaching various **file types**, including PDFs, audio files, images, and videos.

<Note>
  **Note:** You can view PDFs and play audio files directly in the Community on the web app. Mobile app users will be prompted to download a PDF or audio file first.
</Note>

## Add a file to a Channel post

<Frame>
  <img alt="Create File Post" />
</Frame>

To upload a PDF, image, audio file, or video file to a Channel post:

1. Click **Write post**.
2. Select which **Feed** to post in.
3. Then, click the **+ button**
4. Click the desired **File type** **icon**.
5. Choose the file, then click **Open** to upload it to your post.
6. When you're finished, click **Post** to publish it.

## Delete a file from a Channel post

1. Click the **ellipsis menu \[...]** at the top right corner of the post window.
2. Select **Edit**:
   <img alt="Post File" title="Post File" />
3. Click the **X icon** on the file to delete.
4. Then, click **Update** to save your changes.

## Add a file to a Channel post comment

1. Click the **+ button** at the lower right corner of the comment field.
2. Select the desired **File type** **icon**.
3. Choose the file, then click **Open** to upload it to your comment.
4. When you're finished writing the comment, click **the up arrow** or hit **Enter** to publish it.

## Delete a file from a Channel post comment

1. Click the ellipsis menu \[...] at the top right corner of the post window.
2. Select **Edit**:
   <img alt="Create File Comment" title="Create File Comment" />
3. Click the **X icon** on the file to delete.
4. Then, click **Update** to save your changes.

## Add a file to a Channel chat message

1. Enter a text message if desired.
2. Click the **+ button**:
   <img alt="Chat Msg File" />
3. Select a file (PDF, audio, image, or video).
4. Click **Open** to upload the file.
5. Click the **up arrow** or hit **Enter** to send the message.

<Note>
  **Note:** A maximum of 6 files can be added to a Channel post, comment, or chat message. The maximum file size that can be uploaded is 1 GB.
</Note>

## Video file recommendations

To ensure optimal playback quality for uploaded videos in Kajabi Communities, please upload videos using the following recommended settings:

**Resolution:** 1920×1080 (16:9)\
Standard Full HD, 16:9 aspect ratio

**Bitrate**: 5,000–8,000 kbps\
Ensures sufficient detail for streaming

**Codec:** H.264 (High Profile)\
Widely supported compression format

**Frame Rate**: 30 fps (constant)\
Smooth playback for most content

**Audio**: AAC 128–160 kbps\
Standard high-quality audio

<Warning>
  **Warning:** Videos that do not meet these recommend specifications may appear blurry or scale incorrectly.
</Warning>

<Note>
  **Note:**

  * Videos with non-standard aspect ratios (e.g., 1920×1074) may scale and appear less sharp
  * Low-bitrate videos (under 1,000 kbps) may appear well on a desktop but will degrade noticeably after upload to a Community
  * If the bitrate is less than the recommended value, the quality will degrade, even if the video has 1080 resolution
  * Re-exporting videos according to these settings will significantly improve clarity
</Note>


# Migrate from the Legacy Community to Kajabi Communities
Source: https://help.kajabi.com/articles/products/community/migrate-from-the-legacy-community-to-kajabi-communities

Migrate from the Legacy Community to access enhanced features in Kajabi Communities.

**Kajabi Communities** offers enhanced engagement tools and features compared to the Legacy Community. This guide walks you through migrating your existing community content and members to Kajabi Communities.

## Kajabi Communities features

Kajabi Communities includes:

* [Global feed and sidebar](/articles/products/community/community-global-feed-and-sidebar)
* [Live Rooms and events](/articles/products/community/host-live-rooms-and-events-in-your-community)
* [Gamification and progress tracking](/articles/products/community/communities-gamification)
* [Challenges](/articles/products/community/create-a-community-challenge)
* [Meetups](/articles/products/community/create-a-community-meetup)
* [Moderation tools](/articles/products/community/community-moderation-tools)
* [Leaderboard](/articles/products/community/what-is-the-community-leaderboard)

## What happens to the community?

After the migration process, your community members and content appear in Kajabi Communities.

Topics from the Legacy Community become Channels in your Kajabi Community.

<Note>
  **Note:** All uncategorized posts will live in a Channel titled, "default topic". You are unable to move the posts after migration, so ensure that all posts are tagged with the right topic before migration.
</Note>

## Migrate and activate the Community

Follow these steps to migrate your Legacy Community to Kajabi Communities.

### Begin the migration process

Click **Migrate to New Community** from your Community tab:

<img alt="Migrate to New Community button" />

<Note>
  **Note:** If you have multiple legacy communities, each legacy community will be migrated as separate access groups under your Community.
</Note>

### Wait for Kajabi to migrate the community

Migration may take up to 24 hours. If it takes longer, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support).

<Note>
  **Note:** Migrating the community will lock existing customers out of the community until you are ready to activate. If a customer attempts to access the community while it is locked, they will be redirected to their main member library page.
</Note>

### Review the community

After the migration is complete, review your Community. Add announcements, build Channels, schedule events and meetups, and explore the available features.

If you have more than one site on your account, you can only migrate one at a time. Each community must be activated before another can be migrated.

### Activate the community

After reviewing and updating your community, activate it. Activation:

* Restores access for existing community members
* Allows attached Offers to be purchased
* Enables members to interact within the community

Prepare your marketing campaigns and community announcements before activation.

<Warning>
  **Important:** You cannot revert back to the Legacy Community after activating Kajabi Communities.
</Warning>


# Kajabi Communities redesign
Source: https://help.kajabi.com/articles/products/community/redesigning-kajabi-communities

Explore the Kajabi Communities redesign, including performance improvements, streamlined navigation, and customization options.

The **Communities redesign** is a refresh of the Communities Product. It offers a clean design with a more engaging experience for you and your community members. The Kajabi Communities redesign is dramatically easier and faster to use, with customization options to perfectly reflect your brand.

## What's changed?

**Performance**: Enjoy faster load times and smoother interactions for seamless engagement.

**Navigation Improvements**

* **Gamification:** Customize gamification in your Kajabi Community to engage members, reward participation, and foster a dynamic learning environment. [Learn more](../../products/community/communities-gamification).
* **Streamlined Navigation**: The updated sidebar and menus make it easier than ever to navigate and find what you're looking for:

<div>
  <iframe />
</div>

* **Reorder Access Groups, Custom Pages, Circles**: Easily organize your Access Groups, Custom Pages, and Circles by dragging and dropping them into the order that works best for you:

<div>
  <iframe />
</div>

* **Resize the sidebar**: Drag and resize the sidebar to customize the focus of your community:

<div>
  <iframe />
</div>

* **Expanded search:** Quickly find posts, members, recordings, and meetups with an intuitive search bar relocated to the top of your community:

<img alt="Expanded search" />

**Customization Options**

* **Branded colors**: Customize your color scheme to reflect your brand identity.

## FAQs

### Where can I see the redesign?

The redesign is available on the web only. There have been no updates to the [mobile app](../../mobile-apps/kajabi-app/downloading-logging-in-to-the-kajabi-mobile-app). However, the redesign is available in the [Branded Mobile App](../../mobile-apps/branded-app/kajabi-branded-app-overview).

### How do I opt-in or out of the redesign?

All Communities on Kajabi now have the redesign experience and it's not possible to revert back to the previous version.


# Rename Community features
Source: https://help.kajabi.com/articles/products/community/rename-your-community-features

Customize your Community branding by changing the name of major Community features including Channels, Challenges, and Meetups.

Match your business brand and language with your Community by **renaming** key areas of the Community Product. This helps you create a more cohesive experience that resonates with your members.

You can rename the following areas of the Community Product:

* Challenges
* Meetups
* Channels (formerly Circles)
* Live Rooms
* Announcements
* Leaderboards

Want to rename Channels to "Groups" or "Crews" to meet the needs of your Community? Or change "Challenges" to "Competitions"? Simply update your Community Settings to rename the features above to best fit your brand and business.

<Note>
  **Note:** Renaming Community features will update the name for the feature across the entire app including desktop, mobile, and notifications. In addition to the app updates, the URLs will be updated to reflect the name change. However, the original name will display in your Community settings as an admin. Member-facing settings will not contain the original names.
</Note>

## Rename Community features

To rename Community features:

* Open your Community.
* Click the ellipsis icon on your cover photo, then select **Community Settings**.
* Then, click **Customization**.
* Locate the feature you wish to rename and open the dropdown.
* Enter your **Feature alias** for both plural and singular.
* Then, click **Save** to keep and apply your changes.

<img alt="" />


# Schedule Community posts
Source: https://help.kajabi.com/articles/products/community/schedule-community-posts

Plan and schedule posts to your Community Feed Channels ahead of time.

Take control of your Community experience by **scheduling posts** within Feed Channels. Planning posts ahead of time ensures a consistent and engaging flow of content for your members.

## Community Feed Channels

Community Feed Channels encourage lively discussions about any topic you choose, giving your Community a voice and fostering a sense of belonging.

With Feed Channels, you can support posts and topic threads. They are displayed in a feed-like style layout where the community can post photos and videos, share content, and show appreciation.

## Schedule posts

To schedule your feed Channel posts to your Community:

* Open your Community.
* Select the **Feed Channel** where you want to post. Alternatively, you can go directly to the **Scheduled Posts** or **Main Feed** page.
* Create your post and customize it as desired.
* Click the **dropdown** next to **Post**.
* Choose your preferred **date**, **time**, and **timezone**.
* Click **Schedule** to finalize and schedule your post:

<div>
  <iframe />
</div>

## View scheduled posts

* Open your Community.
* In the left navigation bar, select **Scheduled Posts**.
* A list of all your scheduled posts will be displayed.

<img alt="Scheduled posts list" />

## Edit a scheduled post

* Open your Community Product.
* In the left navigation bar, select **Scheduled Posts.**
* Find the **post** you want to edit.
* Click the three-dot menu (...) in the upper-right corner of the post or click **Edit** below the post.
* Adjust the **date**, **time**, or **content** as needed.
* Click **Update** to save your changes.

<img alt="Edit scheduled post" />


# Troubleshoot a Live Room
Source: https://help.kajabi.com/articles/products/community/troubleshooting-your-live-room

Resolve camera, microphone, and screen sharing issues during a Live Room session.

If you're experiencing issues with your camera or microphone during a **Live Room** session, this guide walks you through common troubleshooting steps to get you back on track.

## First, check your systems and settings

### Refresh the window

Many common problems can be solved by hitting the refresh button on your browser. It's the equivalent of unplugging and plugging it back in.

If you are still experiencing issues, continue to the next steps.

### Update the browser

The next thing to check is if your browser is up to date.

Kajabi supports the two most recent versions of supported browsers, so double-check that there isn't an update available for the one you're using.

Click on the links below to walk through updating the following common browser:

* [**Google Chrome**](https://support.google.com/chrome/answer/95414?co=GENIE.Platform%3DDesktop\&hl=en)
* [**Mozilla Firefox**](https://support.mozilla.org/en-US/kb/update-firefox-latest-version)
* [**Opera**](https://help.opera.com/en/latest/crashes-and-issues/#updateBrowser)
* [**Safari**](https://support.apple.com/en-us/102665)
* Microsoft Edge - This browser is updated automatically when you update Windows.

### Check permission settings

When Whereby first asks permission to access your camera and microphone, you may have chosen "Block" instead of "Allow" by mistake.

In this case, press the camera icon in the browser's address bar to undo the block, then press "Try Again."

<Note>
  **Note:** The icon may differ slightly in appearance on different browsers.
</Note>

### Clear cache and cookies

Finally, it's possible that this is caused by a stale microphone/camera permissions cookie or possibly because of another application that's taking priority access over Whereby.

In this case, we recommend clearing your cache and cookies for your entire browser and restarting your computer. Sometimes a reset of your system environment will resolve these types of issues, so this is a "catch-all" solution before further investigation is required.

Instructions for clearing your cache and cookies for supported browsers are linked below:

* [**Google Chrome**](https://support.google.com/accounts/answer/32050?co=GENIE.Platform=Desktop\&hl=en)
* [**Mozilla Firefox**](https://support.mozilla.org/en-US/kb/how-clear-firefox-cache)
* [**Opera**](http://help.opera.com/Windows/12.10/en/cache)
* [**Safari**](https://support.apple.com/guide/safari/manage-cookies-sfri11471/mac)
* [**Microsoft Edge**](https://support.microsoft.com/en-us/help/10607/microsoft-edge-view-delete-browser-history)

### Check system and browser settings

Confirm the Microphone/Camera settings for your operating system.

### MacOS

In MacOS Mojave, Apple has introduced some system-level privacy controls for your mic and camera. These are great for privacy, but it is possible that your browser was mistakenly blocked from accessing your devices.

You can check on this and allow your browser to access them from the **Security & Privacy** section in your System Preferences.

### Access these settings

* Click the **Apple** in the top left corner.
* Then, select **System Preferences.**
* Click into the **Security & Privacy** section.
* Click **Camera** in the list of options, and select the box next to your browser to allow access.
* Repeat the steps for your Microphone.
* After doing this, restart your browser for the updates to take effect.

### Windows

Confirm the Microphone/Camera settings for your browser.

### Chrome

Mic and camera defaults can be accessed in a number of ways in Chrome, but the easiest is to copy the following links into your URL bar:

* Camera: chrome://settings/content/camera
* Microphone: chrome://settings/content/microphone

From these areas, you can manage Chrome's default camera/microphone and whitelist or block websites from accessing your camera and microphone.

Be sure that Whereby is listed under the Allow section.

### Still not working? There are a few more steps you can try.

* **Adjust your Firewall.** Some browsers are not able to connect through strict networks/firewalls. Also, there may be bugs in the browser causing problems with the connection. If you are experiencing this, try switching to another browser. Currently, Firefox is not supporting connections through very strict firewalls, so if you are on a corporate network, try to get all participants to use Chrome or Opera.
* **Browser Extensions.** Interfering browser extensions: It is not uncommon for some third-party extensions to cause problems with some websites. Try using your browser through an [Incognito](https://support.google.com/chrome/answer/95464?co=GENIE.Platform%3DDesktop\&hl=en) tab or [Private](https://support.mozilla.org/en-US/kb/private-browsing-use-firefox-without-history) browsing window to test this. If all works normally then you know that an extension is causing an issue. Unfortunately, there is no way to identify which one easily. A process of elimination will need to be done on each extension to find the one causing the problem.

## What can I do if I can't see or hear everyone?

Since Whereby is browser-based, it is important to make sure that everyone's setup is up to par with our setup. If there are black frames or someone cannot be heard, it may be related to permissions, browser, or network.

Below are some tips on how to resolve this issue.

**Network**
The most common reason for these issues is related to network connections not being established between you and your guests. For most users, this is related to network security, for example, a VPN or a firewall.

* If you have a VPN try disabling it and reconnecting to the room.
* If you have a firewall, try configuring it with our [basic setup recommendations](https://whereby.helpscoutdocs.com/article/514-can-i-use-a-firewall-vpn-or-proxy-server-with-whereby).
* Try connecting via an alternative network, such as a mobile hotspot.

**Clearing Cache and Cookies**
It could be possible that another platform is taking microphone access. A quick way to fix this is to clear your cache and cookies. Below you can find further instructions depending on the browser you are using:

* [Google Chrome](https://support.google.com/accounts/answer/32050?co=GENIE.Platform=Desktop\&hl=en)
* [Mozilla Firefox](https://support.mozilla.org/en-US/kb/how-clear-firefox-cache)
* [Safari](https://support.apple.com/guide/safari/manage-cookies-sfri11471/mac)
* [Opera](http://help.opera.com/Windows/12.10/en/cache)

**Switching Browsers**
There have been reports in the past where similar issues happen when a connection is made through a Safari or Edge browser. For good practice, we recommend using some of the more seasoned veterans such as Chrome or Firefox to see if the issue persists.

**Network Configuration**
First, we recommend reading through the troubleshooting article below to make sure your network meets all of the recommendations.

[Network Requirements](https://whereby.helpscoutdocs.com/article/425-network-requirements)

If you are still running into issues, please notify Whereby by emailing [support@whereby.com](mailto:support@whereby.com).

## I'm using a supported device, but still getting an error

[**Click here for a complete list of devices**](https://whereby.helpscoutdocs.com/article/415-supported-devices) **the Live Room supports.**

**I'm using a supported device, but still getting an error.**

One possible reason you'd get an unsupported browser message in a supported browser is that JavaScript is disabled.

Instructions for checking on this will vary depending on which browser you're using, so see instructions for each below:

**Google Chrome and other Chromium Browsers**

* On your computer, open **Chrome**.
* At the top right, click **More**.
* Then, **Settings**.
* At the bottom, click **Advanced**.
* Under "Privacy and security," click **Content settings**.
* Click **JavaScript**.
* Turn on **Allowed** (recommended).

**Safari**

* Select **Safari** from the Apple/System bar at the top of the screen.
* From the drop-down menu, select **Preferences**.
* Select the **Security** icon/tab at the top of the window.
* Check the **Enable JavaScript** checkbox under the Web content category.
* Close the dialog box to save your changes.
* Finally, refresh your browser.

**Firefox**

* Open a new Firefox browser window or tab.
* Copy the following then paste it into the Firefox address bar: **about: config**
* Click the **Enter** key.
* On the following page, click the button: "I'll be careful, I promise!"
* Find the javascript. enabled row under the Preference Name heading.
* Double-click anywhere within the javascript. enabled row to toggle the value from "False" to "True".
* Finally, refresh your browser.

## Give browser permission to share screen

If you're a Mac user, you might encounter problems while trying to share your screen. This is because your browser needs permission from the Mac Operating System (OS) to share the screen.

Fortunately, this can be solved quickly.

* Open the **System Preferences** app.
* Go to **Security and privacy**.
* Choose the **Screen recording permission** from the left menu and make sure the box is checked next to the browser you are using.
* If you are unable to change these settings, you must first click on the **padlock** at the bottom left.

If it still doesn't work, try unchecking and rechecking the checkbox.


# Back up site content
Source: https://help.kajabi.com/articles/products/courses/back-up-your-site-content

Best practices for backing up content to protect, store, and organize work.

Backing up your site content ensures you have access to your work if you ever need to restore or recreate it. Use cloud storage, external drives, or your computer to keep your content safe and organized.

## Create a folder on your computer or drive

First, create a folder on your computer, external hard drive, or a cloud-based storage solution (e.g., [Google Drive](https://www.google.com/drive/), [OneDrive](https://www.microsoft.com/en-us/microsoft-365/onedrive/online-cloud-storage), [Dropbox](https://www.dropbox.com/)) where you will keep your saved site content.

Use your preferred storage solution to back up your content and keep all of your site content organized and stored in a single location outside of Kajabi.

## Export product templates, pages, and contacts

Exporting your Product and Landing Page templates along with your Contact list is a great way to ensure you have a backup of that content.

If you need to recreate a Product or Page and you have the templates exported and saved, you will be able to load the templates and save your work.

Export this content to your previously created folder to ensure your saved content is in a safe location outside Kajabi.

Exporting your Contacts onto your preferred storage solution will ensure that you have your contact list saved and ready for upload in case of accidental deletion.

Learn to export your content with the following resources:

* Learn how to [export your Product Template](../../products/courses/how-to-rename-and-export-your-course-product-template)
* Learn how to [export your Landing Page Templates](../../website/pages/how-to-export-a-landing-page)
* Learn how to [export your Contacts](../../contacts/manage-your-contacts/how-to-export-your-contacts)

<Note>
  **Note:** Blog posts cannot be exported or downloaded directly from Kajabi. To preserve your blog content, we recommend manually copying the text and images from each post into a document stored in your preferred cloud storage or on your computer.
</Note>

<Tip>
  **Tip:** Export your items to your preferred storage solution regularly (e.g., quarterly, annually, or after a product launch) to protect your content.
</Tip>

## Download video content to your hard drive

If you offer video content in your Products or on a Landing Page, save those video files to the folder you created. Learn how to save videos to your hard drive.

[Learn how to save videos to your hard drive.](../../products/courses/download-videos-from-courses-or-pages)

Remember to save the videos to the folder you created, so you know exactly where to locate these videos in the future.

## Store other media on your computer or drive

When creating your Kajabi site, you will upload photos, videos, and other content to your site.

Be sure to save those files to your computer, external hard drive, or a cloud-based storage service (e.g., [Google Drive](https://www.google.com/drive/), [OneDrive](https://www.microsoft.com/en-us/microsoft-365/onedrive/online-cloud-storage), [Dropbox](https://www.dropbox.com/)).

You will not want to delete anything you have used on your site, in case you need to use it at a later time. If you need to recreate anything on your site, storing all of this content in the same folder will greatly cut down on time when searching for the content you used to create your site.

## Back up content every week

Back up your important information at least once a week to ensure the safety and security of your content. Consider scheduling a recurring reminder (such as a weekly calendar event) to keep your backups consistent


# Can customers be anonymous in a Community?
Source: https://help.kajabi.com/articles/products/courses/can-customers-be-anonymous-in-my-community-product

Anonymity options for customers in Communities.

At this time, it is not possible to be an anonymous customer within a **Community** without also making the name anonymous to you as the account owner.

For example, a customer can manually change their name to "Anonymous" in the Contacts section, but this will also change their name throughout the site including emails, the Contacts tab, and reports.

If a customer would like to change their name, learn [how customers can edit their information](../../contacts/manage-your-contacts/customer-update-of-customer-settings).


# Can customers export a Course they have completed?
Source: https://help.kajabi.com/articles/products/courses/can-customers-export-a-course-they-have-completed

Course export options for customers.

No, customers cannot export a **Course** after completion. However, customers can download any files that you upload into the Course as long as they have access to the Course.

[Learn to add a downloadable file to a Course lesson](https://help.kajabi.com/hc/en-us/articles/360037641793).


# Can customers upload files in a Course?
Source: https://help.kajabi.com/articles/products/courses/can-customers-upload-files-in-a-course

File upload options for customers in Courses and Communities.

At this time, customers are unable to upload files into a **Course**. Customers in a Course can only download files that you have uploaded into the Course.

[Learn to upload downloadable files](https://help.kajabi.com/hc/en-us/articles/360037641793).

However, customers can upload images or video files by using a community forum like [Kajabi Communities](../../products/community/build-kajabi-communities).


# Can I add a digital Course to an individual customer's Course bundle or to a group of existing customers?
Source: https://help.kajabi.com/articles/products/courses/can-i-add-a-new-digital-course-to-an-individual-customers-course-bundle-or-to-a-group-of-existing-customers

Grant Offers to give customers access to Courses.

You can [grant an Offer](../../sales/offers/how-to-grant-an-offer) for a **Course** you've created on Kajabi to an existing customer or group of customers. Granting an Offer means that customers won't need to make a purchase to access the Course. Once granted, the Course will appear in their Library.


# Can I add Products to the product catalogue?
Source: https://help.kajabi.com/articles/products/courses/can-i-add-new-products-to-the-product-catalogue

Add Offers to a Store Page.

Yes, on a **Store Page**, you can add additional Offers with ease.

Check out the article on [how to add Offers to a Store](../../sales/offers/how-to-add-offers-to-your-store) for more information.


# Can I create a Course that is xAPI compliant?
Source: https://help.kajabi.com/articles/products/courses/can-i-create-a-course-that-is-xapi-compliant

Kajabi does not support xAPI compliance for Courses.

At this time, you won't be able to create a Course that is xAPI compliant with Kajabi.


# Can I create a Course with a video plus multiple PDFs and PowerPoint presentations?
Source: https://help.kajabi.com/articles/products/courses/can-i-create-a-course-with-a-video-plus-multiple-pdfs-and-powerpoint-presentations

Add videos and downloadable files to Course lessons.

Yes, it's possible to create a **Course** that includes both a video and multiple downloadable files such as PDFs and PowerPoint presentations.

It's not possible to upload a PDF or PPT file in place of the video in a Course lesson. But you can add a video to a Course and also add downloadable PDF and/or PPT files to the same lesson.

Learn more about [how to add a video to a Course lesson](../../products/courses/uploading-videos-to-your-course-product-lessons) and [how to add a downloadable file to a Course lesson](https://help.kajabi.com/hc/en-us/articles/360037641793).


# Can I edit a video and break it into segments for Course modules?
Source: https://help.kajabi.com/articles/products/courses/can-i-edit-a-video-and-break-it-into-segments-for-my-course-modules

Video editing options when uploading content to Courses.

If you [upload a video](../../mobile-apps/kajabi-creator-app/how-to-add-a-video-to-a-lesson-with-the-kajabi-creator-app) to a Course lesson using the Kajabi Creator Mobile App, you can trim the **video** during the upload process. However, any other type of video editing would need to be completed outside of Kajabi prior to uploading the video.

As soon as content is ready to upload, you can add as many videos to a Course as needed.

You can also add assessments and quizzes to test knowledge and attach files like PowerPoint presentations and other downloadable files.


# Can I export a digital Course for analysis?
Source: https://help.kajabi.com/articles/products/courses/can-i-export-my-digital-course-including-the-product-details-in-xlsx-or-json-for-analysis

Export a Course Template and back up product details.

You can export a **Course Template** from Kajabi. You'll need to create a manual backup on your computer (or another chosen drive) to capture the Product properties and content.

Learn more about [how to export a Course Template](../../products/courses/how-to-rename-and-export-your-course-product-template) and [how to download videos in a Course](../../products/courses/download-videos-from-courses-or-pages).


# Can I export Products and all properties (xlsx or JSON)?
Source: https://help.kajabi.com/articles/products/courses/can-i-export-products-and-all-properties-xlsx-or-json

Export a Course Template and back up content.

You can export a **Course Template**. As for the Product properties and content, you would need to create a manual backup on your computer or another preferred hard drive.

Check out the following articles for more information:

* [Rename and export a Course Template](../../products/courses/how-to-rename-and-export-your-course-product-template)
* [Download videos in a Course](../../products/courses/download-videos-from-courses-or-pages)


# Can I generate certificates for participants upon completion?
Source: https://help.kajabi.com/articles/products/courses/can-i-generate-certificates-for-participants-upon-completion

Create and send Certificates of Completion to customers.

Yes, there are a number of ways you can create a **Certificate of Completion** for customers.

Learn to [create Certificates of Completion with Kajabi](../../products/courses/course-completion-certificates) and automatically send them on completion.

You can also send a Certificate of Completion with [Accredible](../../api-integrations/zapier/how-to-send-certificates-of-completion-with-accredible) or [Google Slides](../../api-integrations/zapier/how-to-create-a-certificate-with-google-slides) using Zapier or [Kajabi Automations](../../marketing/automations/how-to-send-a-certificate-of-completion-with-automations).


# Can I give access to digital books?
Source: https://help.kajabi.com/articles/products/courses/can-i-give-access-to-digital-books

Share digital books with customers through downloads or links.

With Kajabi, you can upload a **digital book** file as a downloadable file, or if the digital book lives on a third-party platform, you can give customers access to the digital book with a link.

Use a Call to Action on landing pages or product pages to create a downloadable link with the digital book file or use a Call to Action to create a link to redirect customers to the digital book on a third-party platform.

[Learn to use Call to Actions](../../website/pages/how-to-use-a-call-to-action).


# Can I import existing Courses to Kajabi?
Source: https://help.kajabi.com/articles/products/courses/can-i-import-existing-courses-to-kajabi

The process for migrating Courses to Kajabi.

Importing an external **Course** onto Kajabi requires a manual process and cannot be automated. You will need to manually recreate the Course on Kajabi. Build Courses onto Kajabi with the suite of customization tools.

Learn more about [Kajabi Products](../../products/products-overview/kajabi-products-overview) and what you can create with Kajabi.

With Kajabi, Courses are made up of modules and lessons. Modules are the organization tool used to group lessons. Lessons contain content, which can be made up of text, video, assessments, or a combination of your design.

[Learn more about Course modules and lessons](../../products/products-overview/kajabi-products-overview).


# Can I manage a large number of video Courses?
Source: https://help.kajabi.com/articles/products/courses/can-i-manage-a-large-number-of-video-courses

Course limits and capabilities on different Kajabi plans.

[Pro Plan](https://kajabi.com/pricing) users can create an unlimited number of **Products** of any type, including **Courses**.

A single Course can contain multiple video **lessons**.


# Can I manage Products?
Source: https://help.kajabi.com/articles/products/courses/can-i-manage-my-products

Maintain full control over Products in Kajabi.

With Kajabi, you are in control of your business.

Create an admin Store Page where you can add and define **Product** properties for reference including subject, date, product description, teacher, keywords, and product assets.


# Can I rate a Course?
Source: https://help.kajabi.com/articles/products/courses/can-i-rate-a-course

Options for collecting Course feedback and ratings from customers.

No, currently, there isn't a native way to rate a **Course**. However, you can use [Assessments](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) or [Quizzes](../../products/courses/course-quizzes) to receive feedback on your goods and services. Or use third-party applications like [EmbedSocial to collect and display reviews](../../website/pages/how-to-collect-reviews-on-your-kajabi-site).


# Can I reuse a video that I have previously uploaded to a Product?
Source: https://help.kajabi.com/articles/products/courses/can-i-reuse-a-video-that-i-have-previously-uploaded-to-a-product

Reuse videos from one Product lesson in another by copying the video link.

Yes, you can reuse a **video** that has been previously uploaded to a different product.

<div>
  <iframe />
</div>

## Copy the existing video's link address

Start by going to the existing Product lesson that contains the previously uploaded video.

### Open the existing Product lesson

1. Open **Products** from the Dashboard
2. Click **All Products**
3. Select the name of the Product
4. Select the name of the lesson that contains the video

<div>
  <iframe />
</div>

Next, copy the video's link address.

### Copy the video's link address

1. Click **Video Actions**
2. Right-click **Download Video**
3. Select **Copy Link Address**

<div>
  <iframe />
</div>

## Paste the video link in another Product lesson

Once you've copied the video's link address, reuse the video in another Product lesson.

### Access another Product lesson

1. Open **Products** from the Dashboard
2. Click **All Products**
3. Select the name of the Product (or [create a new one](../../products/courses/courses-overview))
4. Select the name of the lesson that will contain the video (or [create a new one](../../products/courses/create-a-lesson))

<div>
  <iframe />
</div>

Now, paste the video's link address in the other Product lesson to reuse the video.

### Paste the video's link address

1. From the Media section, click **Video**
2. Click **Upload a New File**
3. Choose **Link**
4. Paste the video link address in the text box
5. Click **Search**
6. Click **Select**
7. Once the video has uploaded, click **Save**

<div>
  <iframe />
</div>

The existing video is now added to the other Product lesson.


# Can I search a product catalog based on product properties?
Source: https://help.kajabi.com/articles/products/courses/can-i-search-a-product-catalog-based-on-product-properties

Browse Products and build a Store Page for customers.

As an admin, you can access the **Product** section on the Dashboard where you can scroll through the complete list of Products you have created based on the order they were created.

<img alt="Products list" />

For customers, you can build a Store Page cataloging all Products with the details of each Product (e.g., features, descriptions, price, etc.).

[Learn to build a store](../../website/pages/how-to-build-your-store).


# Can I sell blended Products?
Source: https://help.kajabi.com/articles/products/courses/can-i-sell-blended-products

Create Products with blended content and understand selling options.

Yes, you can build a **Product** that contains blended content. When building Products on Kajabi, there is no limit to the number of modules and lessons you can create.

However, you would not be able to sell the content separately because it is under one Product.

That said, if your objective is to sell separate Products with separate content, then you would need to create two different Products.


# Can I sell physical events or classes with Kajabi?
Source: https://help.kajabi.com/articles/products/courses/can-i-sell-physical-events-or-classes-with-kajabi

Use Ghost Offers to sell physical events, classes, and coaching sessions.

Collect payment with Kajabi by utilizing **Ghost Offers** to sell physical events, classes, coaching sessions, consultations, and more.

### What is a Ghost Offer?

Ghost Offers are Offers in Kajabi without a digital product attached. They allow you to sell anything from virtual events to physical classes that may not require the use of a digital product.

[Learn to create a Ghost Offer](../../sales/offers/how-to-create-a-ghost-offer).

Looking to sell a scheduled time slot (for coaching calls and other scheduled services)? Check out [this guide](https://help.kajabi.com/hc/en-us/articles/360037235814) for details.


# Sell physical products with Kajabi
Source: https://help.kajabi.com/articles/products/courses/can-i-sell-physical-products-with-kajabi

Sell physical products using Shopify Buy Buttons or Zapier integrations.

Sell **physical products** with Kajabi by embedding [Shopify's Buy Button](https://www.shopify.com/buy-button) onto your page(s) or by integrating your preferred third-party distribution service with [Zapier](https://zapier.com/apps/kajabi/integrations).

## Shopify's Buy Button

Build your Shopify collection onto your site to sell directly from your pages (e.g., [Store page](/articles/website/pages/how-to-build-your-store), [Homepage](/articles/website/pages/how-to-build-your-custom-homepage), [Sales page](/articles/website/pages/how-to-add-pages-to-your-website)).

[Learn to sell physical products on Kajabi with Shopify's Buy Button](/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons).

## Integrate with Zapier

With Zapier, sell physical products through Offers on Kajabi by combining the power of Kajabi and a third-party distribution service.

For example, create a Zapier integration to trigger a fulfillment order from a distribution service (like Amazon) when an Offer on Kajabi is purchased from your site.

Combining the power of Kajabi with a third-party distribution service gives you the tools to solve for various business needs like offering physical products as [Upsells](/articles/sales/offers/upsells-overview) and monitoring all transactions and [reports](/articles/analytics/analytics-overview) within a single platform.

[Learn how to use Zapier with Kajabi](/articles/api-integrations/zapier/use-zapier-with-kajabi)

### Example third-party distribution integrations with Zapier

* [Shopify](https://zapier.com/apps/kajabi/integrations/shopify) (provides additional functionality beyond that available with just a Buy Button)
* [Amazon](https://zapier.com/apps/kajabi/integrations/amazon-seller-central)

<Note>
  **Note:**
  An active account with a third-party distribution service (e.g., Amazon) is required to connect to Kajabi with Zapier.
</Note>


# Can I sell webinars and in-person trainings with Kajabi?
Source: https://help.kajabi.com/articles/products/courses/can-i-sell-webinars-and-in-person-trainings-with-kajabi

Sell webinars and in-person training sessions using Kajabi Offers.

Yes, you can create different **Offers** to sell a variety of products and services including webinars and/or in-person trainings to display on your website and process with a custom checkout experience on Kajabi.

Sell various products and services like webinars and in-person trainings with:

* [Ghost Offers](../../sales/offers/how-to-create-a-ghost-offer)
* [Shopify](../../website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons)


# Course completion certificates
Source: https://help.kajabi.com/articles/products/courses/course-completion-certificates

Create and send certificates to customers who complete a Course.

After a customer completes one of your Courses, you can automatically send them a **certificate**. This certificate of completion can be downloaded and shared with others.

<Note>
  **Note:** You can also send a certificates of completion with [Accredible](../../api-integrations/zapier/how-to-send-certificates-of-completion-with-accredible), [Google Slides](../../api-integrations/zapier/how-to-create-a-certificate-with-google-slides) using Zapier, or [Kajabi Automations](../../marketing/automations/how-to-send-a-certificate-of-completion-with-automations).
</Note>

## Create a certificate

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Certificates**
3. Enable **Provide certificates for this course**

<div>
  <iframe />
</div>

4. Check the following boxes to include them on your certificate:

* Logo
* Certificate title
* Recipient subtitle
  * This will display above the recipient's name
* Show student's name
* Course subtitle
  * This will display above your course name
* Include course title's name
* Include completion date
* Include unique certificate serial number
* Include expiration date
  * You can set this certificate to expire X days, months, or years after completion
  * You can't choose a specific date
* Custom field
  * This will appear as fine print on the bottom of the certificate
* Certificate background
  * Upload a background image
  * Optionally, check **Include overlay**. This will include a semi-transparent white overlay over your background image

You will receive an error if you check the logo or certificate background options but do not select an image.

5. An automatic email containing a link to the certificate will be sent to your customer. You can customize this email by going to [Settings > Email templates > Course Completion Certificate](https://app.kajabi.com/admin/last_site/email_templates/new?handle=course_completion_certificate). Choose one of the following options:
   * **Send certificate upon 100% completion**
   * **Send as an automation**
     * Send the certificate email when a specific assessment or lesson is completed, or when a quiz is completed, passed, or failed
6. Click **Save**

<div>
  <iframe />
</div>

## Resend a certificate

1. Go to [Analytics](https://app.kajabi.com/admin/last_site/reports) > Product progress

<img alt="Product progress" />

2. Select your course and click **Confirm**
3. Select the customer you want to send the certificate to
4. Click **Resend certificate**
   * This will resend the email to your customer containing a link to their certificate

## How certificates look to customers

On the certificate page, your customers can click **Download certificate** to download a PDF version of the certificate.

They can also copy the certificate URL and share their certificate on social media sites.

<img alt="Sharing a Certificate" />

## Download a customer's certificate

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Customers**
3. Next to your customer's name, click the **Download certificate** button to download a PDF version
   * Note: It may take some time for a certificate to populate here

<div>
  <iframe />
</div>

## Edit a certificate

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Certificates**
3. Customize your certificate or update when the certificate is sent
4. Click **Save**

## Preview a certificate

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Certificates**
3. Click **Preview**

## Disable a certificate

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Certificates**
3. Toggle off **Provide certificates for this course**
4. Click **Save**

## FAQs

### What happens if more content is added to a course that a customer previously completed and received a certificate for?

If more content is added to a course after a certificate has been sent, the certificate will be resent if:

* The optional expiration date on the certificate has passed
* It has been 3 months since they last completed the content and received the certificate


# Course downloads
Source: https://help.kajabi.com/articles/products/courses/course-downloads

Add and manage downloadable files in Course lessons.

Use **Downloads** to share files like worksheets, templates, or lesson notes within a course lesson. Customers will find these files in the lesson's Downloads section.

## Add a file

1. Go to **Products** > **Courses** and click on a Course
2. Click the lesson you want to edit to open the lesson editor page
3. Scroll down to locate the **Downloads** section within the lesson editor
4. Click **Add Files** to open the upload interface
5. Upload your file(s) using the upload modal

### Rename a file

1. Open a lesson
2. Click the **Edit** icon to rename the uploaded file in the Downloads section

<img alt="Edit download" />

3. Enter a new display name for the file and click **Save** to complete the rename step

### Download a file

1. Open a lesson
2. Click the **Download** icon under the Downloads section

<img alt="Download file" />

### Delete a file

1. Click the **Delete** icon in the Downloads section
2. Click **Delete** again to confirm and remove the file

<Note>
  **Notes:**

  * There is a **1GB** file limit for a downloadable file within a course lesson.
  * The following downloadable file types are allowed for course lessons:
    * 3g2, 3gp, avi, csv, doc, docx, epub, flv, gif, jpeg, jpg, key, m4a, mov, mp3, mp4, mpg, mobi, odt, ogg, ogv, pdf, png, ppt, pptx, rtf, srt, txt, wav, wma, wmv, xls, xlsx, zip
</Note>

## FAQs

### What can I edit in a lesson?

You can edit lesson details, media, downloads, automations, status, the lesson thumbnail, and comments.

### How do I make a lesson visible to customers?

Set the lesson status to Published and click Save.


# Course modules
Source: https://help.kajabi.com/articles/products/courses/course-modules

Create, organize, and manage modules and submodules in Courses.

[Lessons](../../products/courses/create-a-lesson) and [quizzes](../../products/courses/course-quizzes) in your course live inside **modules** and **submodules**. Think of these like categories and subcategories to help you organize your course.

For example, your Course is for beginner drummers. You may have lessons that teach drumming techniques and information about the gear you recommend. You could create modules for "Techniques" and "Recommended gear."

Additionally, you can control when certain modules and submodules are unlocked for students.

<img alt="Course modules example" />

## Create a module

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. Click the **Add content** button.
3. Select **Module** or **Submodule.**
4. Or, within a module on the **Outline,** click **+Add Content**, and select **Submodule**.
5. Add a **Title**, **Description**, and module **Image**. If applicable, set the **Top-level Module** for the new submodule. Then, click **Create Module** (**Submodule)**.
   * Depending on the Course template, the description and image may be visible for each module
6. The module is added to the bottom of the Outline.
   * By default, the **Status** will be set to **Draft**

<Note>
  **Note:** You can create up to 30 submodules inside a single module.
</Note>

## Edit a module

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. Move your mouse over a module, and click the **pencil icon.**
3. Edit your **Title**, **Description**, or module **Image.**
4. Click **Save Module** (**Submodule)**.

## Duplicate a module

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. Move your mouse over a module, and click the **stacked paper icon**.
   <img alt="Screenshot 2026 07 02 At 5 21 38 PM (2)" />
3. Choose where to place the duplicate module, either **Duplicate in this course** or **Duplicate to another course**.
4. If needed, choose a Course for the duplicate module to appear in.
5. Click **Duplicate**.

## Reorder modules

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. In the Outline, move your mouse over over the **folder icon** next to the module or submodule Title.
3. Click and drag each module to create your desired order.

## Set the module status

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. In the Outline, click the **Status** dropdown next to a module or submodule:
   * **Draft:** Hidden from customers
   * **Publish:** Visible to customers
   * **Drip:** Content is locked until a specific number of days after the customer purchases or is granted an Offer containing the Course (i.e., Access start date)\
     See [Drip content in Courses](../../products/courses/schedule-and-drip-content-in-courses) for more details.
   * **Lock**: Content is locked until a specific lesson, quiz, or assessment is completed

<img alt="Locked content" />

### Locked Status

After choosing the Lock status, select the lesson or quiz that must be completed in order to unlock the module or submodule. Then, click **Lock.**

<Note>
  **Note:** You won't be able to select a lesson or quiz unless it is published.
</Note>

If a customer attempts to open a module, lesson, or quiz that is locked, they will see a message saying "This Category is Locked!" (for modules) or "This Post is Locked!" (for lessons and quizzes). These pages are not customizable. However, the language will change based on your site's [Language Settings](../../account-settings/my-kajabi/change-your-site-language).

#### How quizzes unlock modules

By default, after someone completes a quiz (regardless if it was passed, failed, or not graded) it will unlock a module.

If you want to require a quiz to be passed before unlocking a module, customize the quiz settings.

1. In the **Course Outline**, click a quiz **Title**.
2. Click the **Settings** tab.
3. In the **Grading** section, enable **Set a passing grade** and enter a percentage.
4. Check the box **Prevent member from marking quiz as complete without a passing grade.**
5. Click **Save.**

<img alt="Prevent Member From Moving On" />

#### How Assessments unlock modules

Unlike quizzes, **assessments** can unlock modules, regardless if they are passed.

If the Course template includes a **Mark as Complete** button on lessons, quizzes, and assessments, then this means an assessment can unlock the next module, when:

* The assessment is completed (regardless if it is passed)
* The complete button is clicked (regardless if the assessment is completed)

As a workaround, you can hide the Mark as Complete button in the Course template. This will hide the button from all lessons, and requires someone to complete the assessment before unlocking the module.

<Note>
  **Note:** The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. We recommend you use [quizzes](../../products/courses/course-quizzes) inside Courses. Assessments can still be added to Pages.
</Note>

## Delete a module

1. From the Dashboard, go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click a **Course Title** in the list.
2. Move your mouse over a module, click the **trash icon.**
3. Click **Delete Module** or **Delete Submodule**

<Note>
  **Note:** Before you can delete a module, you must move any submodules, lessons, or quizzes inside it to a different module, or delete them.
</Note>


# Course quizzes
Source: https://help.kajabi.com/articles/products/courses/course-quizzes

Test customer knowledge with graded or non-graded quizzes.

Inside your course, you can test your customer's knowledge with **quizzes**.

When you create a quiz in your course, you'll be able to add multiple questions and choose from four different questions types (multiple choice, checkboxes, short answer, and file upload).

You can create graded or non-graded quiz questions, plus there is an auto-grading option available for multiple choice and checkbox questions.

You can require someone to get a passing grade on a quiz before [unlocking a Module](../../products/courses/course-modules).

## Create a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Add content** next to the module or submodule you'd like this to be in
3. Choose **Quiz**

<img alt="Create a quiz" />

## Edit a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. You can edit the questions and settings

## Manage quiz questions

### Add a question

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click **Add question**
4. Enter a question
5. Choose a question type:
   * **Multiple choice** - multiple options with one correct answer
   * **Checkboxes** - multiple options with one or more correct answers
   * **Short answer** - text field to enter an answer
   * **File upload** - upload a file as an answer
6. Choose if the question will be graded
   * Multiple choice and checkboxes can be automatically graded
   * Short answer and file upload will need to be manually graded by your team
7. Attach an image to your question (optional)
8. If you selected **multiple choice** or **checkboxes**, click **Add option** to add the options customers can select
   1. Mark the correct option(s) by clicking the circle next to the option
   2. To add an explanation for the answer:
      * Click **Add explanation** and click the save button. You can click the remove button later if you like.
   3. Attach an image to your option (optional)
9. Click **Save**

<Note>
  **Note:** Graded questions will count towards the quiz score. Non-graded questions will not count towards the quiz score.
</Note>

<img alt="Quiz Questions" />

### Edit a question

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click on the **Question** you wish to edit
4. After editing your question, click **Save**

### Reorder questions

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Hover your mouse over the top of the **Question** and drag it to your desired position
4. Click **Save**

<div>
  <iframe />
</div>

### Duplicate a question

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click the **3 dots menu (...)** on the question you want to duplicate
4. Click **Duplicate question**
5. After editing the question you duplicated, click **Save**

### Delete a question

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click the **3 dots menu (...)** on the question you want to delete
4. Click **Delete question**
5. Click **Delete**

### Edit an option

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click on the **Question** you wish to edit
4. After editing your option, click **Save**

### Reorder options

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click on the **Question** you wish to edit
4. Hover your mouse over the top of the **Option** and drag it to your desired position
5. Click **Save**

### Tag options

For questions that have multiple choice or checkboxes, you can **Tag** options. If the customer selects one of these options in your quiz, a Tag will be added to their contact profile. You can use this Tag for filters and automations. Learn more about [how Tags work](../../contacts/manage-your-contacts/tags-overview).

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click the **3 dots menu (...)** on the question you want to tag responses for
4. Click **Tag responses**
5. Next to each option, you can choose a **Tag** you want applied to the customer. You can also create a new tag. Then, click **Done**
   * Only one tag can be applied to each option
6. Click **Save**
7. You can remove a tag later. After clicking **Tag responses** and opening a question, you can click on the **X** on the tag to remove it. Be sure to click **Done** and **Save** to save your changes.

### Delete an option

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click on the **Question** you wish to edit
4. Next to the option you want to remove, click the **Remove option** button
5. Click **Save**

## Settings

To edit your quiz settings:

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to edit
3. Click **Settings**

### Details

In the **Details** section, you can edit the **Title**, **Description**, and **Image** for your quiz.

<img alt="Quiz Details" />

### Grading

#### Set a passing grade

If **Set a passing grade** is enabled, you can set a percentage that will be considered a passing grade on your quiz. This passing grade will be in effect whether the quiz is automatically graded or manually graded. If this setting is disabled, quizzes will only be completed (no pass or fail).

There are two optional checkboxes you can select:

* **Send email to member with link to results**
  * This will enable an automatic email to the member once you have finished grading the quiz. You can edit this email by going to [Settings > Email templates > Quiz Graded](https://app.kajabi.com/admin/last_site/email_templates/new?handle=quiz_graded).
* **Prevent member from marking quiz as complete without a passing grade**
  * This will disable the "Mark as Complete" button until the quiz is passed. If you've locked a module until this quiz is completed, keep in mind that your customer will not be able to access this content until they've passed your quiz.

<Tip>
  **Tip:** If you're creating a non-graded quiz, make sure to toggle off the "Set a passing grade" option. Also check that all of your quiz questions are marked as "Non-graded".
</Tip>

<img alt="Grading settings" />

#### Hide answers on results page

If **Hide answers on results page** is enabled, your customers will not be able to view the correct answer if they selected an incorrect answer.

<img alt="Hide answers setting" />

### Notifications

There are two optional email notifications you can send when a quiz is completed:

* **Send a completion email with a link to results**
  * After a quiz is completed, an automatic email will be sent to the customer with a link to the results. You can edit this email by going to [Settings > Email templates > Quiz Completion](https://app.kajabi.com/admin/last_site/email_templates/new?handle=quiz_completion).
  * Keep in mind if you are manually grading this quiz, they won't be able to view their results until you've completed the grading.
* **Send a completion email to my team**
  * This will send an email notification to any of the email addresses you listed after a quiz has been completed.

<img alt="Notification settings" />

### Automation

Automations can be a powerful tool to automate processes within your site. Learn [how automations work](../../marketing/automations/automations-overview).

## Results

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to view results for
3. Click **Results**
4. For detailed results, you can click **View grade** next to a result
   * After clicking **View grade** next to a result, have the option to leave feedback for each answer and additional comments. Be sure to click **Update grade** so that this feedback is visible for your customer while viewing their results.

<Info>
  Quiz submission timestamps are displayed in your account's time zone. This can be updated by going to **Settings → Account Details → Time zone.**
</Info>

### Manually grade a quiz

1. On the Results page, click **Grade quiz** next to a result
2. For each answer, mark the answer as correct or incorrect
   * Optionally, you can leave feedback for each answer
   * You won't be able to mark answers for questions that are automatically graded or non-graded
   * Non-graded questions will not count towards the quiz score

<img alt="Mark Answers" />

* Optionally, you can provide additional comments

<img alt="Additional Comments" />

3. Click **Publish grade** to share the results with your customer

### Export quiz results to CSV

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to view results for
3. Click **Results**
4. On the Results page, click **Export Results** in the upper right corner

<img alt="Export Results" />

5. When the export has finished, you will receive the CSV file in your email inbox

### How results look for customers

Your customers can view their results by clicking on the quiz in your course. Depending on your email notification settings, they can also receive a link to review their results.

While viewing the quiz in your course, customers also have the option to retake their quiz at any time.

Customers will only be able to view results for the latest quiz they've submitted.

<div>
  <iframe />
</div>

If results are not yet available, customers will see a message saying "Your answers have been recorded."

<img alt="Answers recorded" />

## Set a status for a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open a **Quiz**
3. In the **Status** section, select a status:
   * **Draft:** Hidden from customers
   * **Published:** Visible to customers

<Note>
  **Note:** You can't drip or lock quizzes. As a workaround, you could create a module with just one quiz, and set the drip or lock status on the module.
</Note>

## Import a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Click **Add content** next to the module or submodule you'd like this to be in
3. Choose **Import from another course**
4. Choose the course, module, and quiz
   * You can also import a quiz from the same course
5. Click **Import**
6. Click **Got it**

## Preview a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. Open the **Quiz** you wish to preview
3. Click the **Preview** button

<Note>
  **Note:** There will not be results available for quizzes you submit while in preview mode. However, you could create a test contact, grant an offer containing your course, and take the quiz with that test account to receive test results.
</Note>

## Delete a quiz

1. Go to [Products > Courses](https://app.kajabi.com/admin/last_site/courses) and click on your course
2. On your course outline, hover your mouse over the **Quiz** you want to delete
3. Click the **Delete quiz** button
4. Click **Delete Quiz**


# Course templates
Source: https://help.kajabi.com/articles/products/courses/course-templates

Install, customize, and activate templates for Courses.

<div>
  <iframe />
</div>

**Course templates** help you create visually appealing and functional course experiences for your customers. You can install pre-built templates, customize them to match your brand, and activate them to make them visible to customers.

## Install an Evergreen Course template

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click the **Title** of the **Evergreen Course** you wish to edit.
3. Click the **Customize** tab.
4. Click **Install Template.**
5. Select a template and click **Install Template**. You can also use **Upload Template**. You need to activate your template before it's live.

## Install a Cohort Course template

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click the **Title** of the **Cohort Course** you wish to edit.
3. Click the **Title** of the cohort you wish to edit, or click the **ellipsis menu** `…`  and select **Edit.**
4. Click the **Customize** tab.
5. Click **Install Template.**
6. Select a template and click **Install Template**. You can also use **Upload Template**. You need to activate your template before it's live.

<Note>
  **Note:** If you want to check out more templates, visit the [Kajabi Template Store](https://templates.kajabi.com/collections/product-templates).
</Note>

## Customize a Course template

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. For an Evergreen Course, click the **Title** of the Course you wish to edit. For a Cohort Course,click the **Title** of the cohort you wish to edit, or click the **ellipsis menu** `…`  and select **Edit.**
3. Click the **Customize** tab.
4. Click the **ellipsis menu**  `…` in the template card.
5. Click **Customize.** <img alt="Cohortcustomize" />
6. On the top bar, select a page to customize in the dropdown menu.

<Frame>
  <img alt="Coursetemplate" />
</Frame>

7. To customize the sections of a page, simply click on the section you would like to edit in the sidebar editor. Once you've clicked inside a section, you'll see all of the different customization options available:

<img alt="Sidebareditor" />

To learn how to customize individual areas of your Course page, [see this guide](/articles/products/courses/how-to-customize-your-course-product-with-premier).

## Activate a Course template

If you've picked a template for your Course and customized your Course pages, the last step is to activate the template. After you activate the template, it can viewed by customers taking the Course.

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. For an Evergreen Course, click the **Title** of the Course you wish to edit. For a Cohort Course,click the **Title** of the cohort you wish to edit, or click the **ellipsis menu** `…`  and select **Edit.**
3. Click the **Customize** tab.
4. Click the **ellipsis menu**  `…` in the template card.
5. Select **Activate.**

## Available templates

### Momentum

The Momentum template displays a video or image at the forefront and is designed to be visually engaging from the start.

With Momentum, your content takes up the most real estate on the page, while still making it easy to navigate from lesson to lesson.

<img alt="Momentum template" />

<img alt="Templates" />

### Premier

The Premier template presents your Course outline at the forefront and is great for understanding the structure and order of your Course.

With Premier, you can design a Course that is uniquely yours and encourage your customers to complete and engage with your Course.

### Creative

The Creative template is meant for the creative inside of you. Stand out with this template with colors that pop and grab the attention of your customers.

### Prosper

Design a clean, professional Course with the Prosper template. Eliminate distractions and encourage an environment of professionalism and success.

### Sunset

The Sunset template is great for creators looking for a visually striking product design:

**Sunset features include:**

* Collapsible sidebar menu with accordion-style syllabus
* Optional header with optional top navigation menu
* Customizable "welcome page" style dashboard body
* Categories page with visually appealing category cards
* No course progress widget (great for membership sites)

[Learn more from the creator of the Sunset template](https://www.pennyinyourpocket.com/slp-custom-kajabi-product-theme-dune).

### Gamify Lite & Gamify Lite with Sidebar

The Gamify Lite and Gamify Lite with Sidebar templates are great for creators interested in gamifying their course by adding badges students can earn.

#### Gamify Lite

The design of Gamify Lite is similar to the Premier template:

<img alt="Gamify Lite template" />

#### Gamify Lite with Sidebar

The design of Gamify Lite with Sidebar is similar to the Momentum template:

<img alt="Gamify Lite with Sidebar template" />

#### Badges

Badges are granted via [ghost offers](../../sales/offers/how-to-create-a-ghost-offer) and [automations](../../marketing/automations/automations-overview) in Kajabi (For example, you can create an automation to award a badge ghost offer when a lesson is completed or a quiz is passed).

You can also upload your own custom badge images to match your brand and style.

[Learn more from the creator of the Gamify Lite and Gamify Lite with Sidebar templates](https://www.jiffycoursesonline.com/kajabi-gamification).


# Courses overview
Source: https://help.kajabi.com/articles/products/courses/courses-overview

Create and manage Courses to teach customers through visual and written content.

<div>
  <iframe />
</div>

A **Course** allows you to teach your customers through visual and written content. Each course can be made up of [lessons](/articles/products/courses/create-a-lesson) and [quizzes](/articles/products/courses/course-quizzes). Each lesson may include:

* Media (video, audio)
* Written content
* Downloadable files

Lessons and quizzes live inside [modules](/articles/products/courses/course-modules) and submodules. Think of these like categories and subcategories to help you organize your course.

<img alt="Nutrition 101" />

## Additional features

Kajabi offers many additional features for your courses, including:

* [Paywalls](/articles/products/courses/create-a-course-paywall)
* [Certificates](/articles/products/courses/course-completion-certificates)
* [Comments](/articles/products/courses/how-to-manage-course-comments)
* [Drip content over time](/articles/products/courses/schedule-and-drip-content-in-courses)
* [Live rooms](/articles/products/courses/how-to-go-live-in-your-course-product)
* [Connect a community](/articles/products/courses/how-to-embed-a-community-channel-in-your-course)
* [Cofounder](/articles/cofounder/cofounder-overview)

Your customers can view courses on your website, the [Kajabi mobile app](/articles/mobile-apps/kajabi-app/downloading-logging-in-to-the-kajabi-mobile-app), or your [branded mobile app](/articles/mobile-apps/branded-app/kajabi-branded-app-overview).

## Create a course

<img alt="Kajabi Admin Sites 2148802434 Courses New 47c0f7b4 Ce48 46ba 9e3d 81a3544bc1c8 06 05 2026 12 07 PM" />

1. From the Dashboard, open  [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click **Get Started** or +**New course**.
3. Choose a **Course type** - **Evergreen** or [**Cohorts**.](/articles/products/courses/how-to-create-a-cohort-based-course) A **Cohort Course** enables students to progress through material together in cohort groups, following a predetermined schedule.
4. For Evergreen, enter a **Title** and brief **Description** (700 characters max).
5. For Cohorts - Select **Start from scratch** or **Import existing course**.
   * Start from scratch - Enter a **Title**, a brief **Description** (700 characters max), and a **Start date**.
   * Import existing course - **Select a course** (Evergreen) and enter a **Cohorts start date**.
6. If the toggle **Use this info to generate content and additional resources** is enabled, AI will automatically generate modules and lessons for your course.
   * A Landing Page, Form, and Email Broadcast will also be created that you can use to promote your course. You can customize all of this content later.
7. Click **Next**.
8. Choose a **Primary color**, **Accent color**, and optionally upload a **Thumbnail image**. Click **Next**. If you customize colors, these will be added to your default Premier theme and Momentum, if you decide to install it. You can change these later.

### Create an Offer

The next step in the Course creation process is to create an offer so customers may purchase it. You can also do this later under **Sales** > [Pricing](/articles/sales/offers/create-an-offer). To skip creating an offer, click **Skip for now**.

9. Choose a **Pricing type**, Free or Paid.
10. Toggle whether or not you would like to **Use a paywall for this course**. This enables limited Course access to let your member experience the value before purchasing the entire Course.\\

<img alt="Kajabi Admin Sites 2148802434 Courses New 47c0f7b4 Ce48 46ba 9e3d 81a3544bc1c8 06 05 2026 12 12 PM" />

11. For **Paid,** choose a **Payment frequency**:

* **One-time payment** - Customer pays once for access to the product
* **Payment plan** - Require weekly, monthly, or yearly payments
* **Subscription** - Bill customers on weekly or monthly intervals

12. If the Course is paid, enter a **Price.**

* If the Course is a **One-time payment**, toggle if you want to **Let customers pay what they want**. This means customers can give any amount over the minimum price you set.
* If the Course is offered as a **Subscription**, enter the **Billing interval**.
* For a **Payment plan**, enter the **Number of payments** required and a **Billing interval**.

13. Then, select a **Payment method** - [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview), and any **Additional payment options**, or None.
14. Click **Next**.
15. If you elected to use AI , it will then automatically generate modules and lessons for your Course.

<Note>
  **Notes:** Your Course Title, Description, and Thumbnail image will be displayed in your customer's member library.\
  \
  Courses are not SCORM compliant.
</Note>

## Edit a course

1. From the Dashboard, open [Products, then Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click a **Course Title**, or click the **more options (...) menu** `...` and select **Edit Details.**

<img alt="Kajabi Admin Products 2149358834 06 05 2026 12 24 PM" />

From the **Course Outline** page, you can:

* **Add and manage content** - Click **+ Add Content** to add modules, submodules, lessons, and quizzes
* **Publish**, **Schedule**, **Drip**, or **Lock** modules and lesson using the **Status** menu
* **Preview** - Click the **eye icon** to see your course on desktop or mobile
* Click **Settings** to edit **Course Details**, add a **Paywall**, add a **Live Room**, enable a Community for the **Course**, and enable **Comments**
* Click **Customize** to edit the Course theme and change the look and feel
* Click **Certificates** to configure certifications for the Course
* Click **Offers** to add the Course to additional Offers

## Change how the Course displays

1. From the **Course Outline**, click the **Customize** tab.
2. Hover over the installed template and click **Customize**, or click the **more options (...) menu** on the template and select **Customize**.
3. At the top of the page, there is a dropdown menu that lists each of the pages that make up your Course display. Each may be edited independently. <img alt="Topmenu" />
   * **Product** - The main Course page
   * **Announcements** - Course announcement display
   * **Categories** - The section holding all Modules
   * **Category** - A single Module page
   * **Post** - An individual Lesson page
   * **Comments** - Lesson-level comments display
   * **Search** - Search bar display
     <Note>
       **Note:** The terms currently listed in the top dropdown menu are older Kajabi app terms. Refer to the list above to determine which page you are editing.
     </Note>
4. To make edits, click a **Section** in the left navigation or click directly on the web page block.
5. Click **Save** on each page you edit to apply changes.
6. Make global changes to the Course display using the **Settings** tab in the left navigation, like fonts, font and background colors, column width, and more.

<img alt="Kajabi Admin Themes 2166211281 Settings Edit 07 01 2026 04 44 PM" title="Kajabi Admin Themes 2166211281 Settings Edit 07 01 2026 04 44 PM" />

## Reorder lessons, modules, and submodules

1. From the Dashboard, open the **Products** tab.
2. Click **Courses**, then click the **Course Title** you want to edit.
3. In the Course Outline, hover over the **Lesson**, **Module**, or **Submodule** you wish to move.
4. Click and drag the **drag handle** to the left of the title to move it to your desired position.

## Duplicate a Course

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click the **more options (...) menu** `...` next to the Course, and select **Duplicate**.
3. If you have multiple sites, choose the **Site** to add the Course to.

<Note>
  **Notes:**

  * If you're unable to duplicate a Course, you may have reached your product limit. You can [view your plan usage](/articles/account-settings/billing/manage-your-subscription), [upgrade to a plan](/articles/account-settings/billing/manage-your-subscription), or [increase your product limit](/articles/account-settings/billing/manage-your-subscription).
  * Duplicating a Course does not add your customers to your duplicated Course - only your content is duplicated. Also, if you have an assessment attached to a Course, the assessment will not be duplicated.
  * At this time, you are not able to duplicate a [Cohort Course](/articles/products/courses/how-to-create-a-cohort-based-course). You can duplicate an Evergreen Course.
</Note>

## Delete a course

1. From the Dashboard, open [Products > Courses](https://app.kajabi.com/admin/last_site/courses).
2. Click the **more options (...) menu** next to the Course.
3. Click **Delete**.
4. Confirm by clicking **Delete** again.

## FAQs

### **What types of online courses can I create with Kajabi?**

Kajabi supports two course formats: Evergreen Courses (self-paced, available to students as soon as they purchase) and Cohort Courses (scheduled groups that progress through material together, with live video sessions). Each Course can include video, audio, written lessons, quizzes, and downloadable files organized into modules and submodules.

### **Can students access my course on their phone?**

Yes. Students can access your course on your Kajabi website, the Kajabi mobile app, or your own branded mobile app — all from their phone or tablet.

### **Can I drip course content over time instead of releasing everything at once?**

Yes. Kajabi lets you schedule or drip modules and lessons so content becomes available on a specific date or a set number of days after purchase — ideal for structured programs or challenges.

### **Can I issue completion certificates to students?**

Yes. Kajabi can automatically send a certificate to students when they complete a course. You can configure certificate settings from the course editor.

### **Is there a limit to how many videos or lessons I can add?**

There is no cap on the number of lessons. Individual video file uploads have a maximum size limit, and Kajabi stores media on its servers. You can upload as much course content as your business needs.

### **Can I offer a free preview of my course before students buy?**

Yes. Kajabi's Paywall feature lets you give prospective students a sneak peek at course content while keeping the full course behind a purchase — a great way to convert interested leads.

### **Does Kajabi use AI to help me build my course?**

Yes. When creating a Course, you can enable AI to automatically generate a course outline with modules and lessons based on your topic. Kajabi's Cofounder assistant can also help you build course content, landing pages, and marketing emails as you go.

### **Can I add quizzes or assessments to my course?**

Yes. Kajabi supports course quizzes that you can place at any point in your curriculum to test student understanding and reinforce learning.

### **Is Kajabi SCORM compliant?**

No. Kajabi Courses are not SCORM compliant at this time. If SCORM or xAPI compliance is a requirement for your use case, Kajabi may not be the right fit for that specific need.

### **Can I prevent students from downloading my course videos and files?**

Yes. Kajabi's course content is protected by default. Videos hosted on Kajabi are view-only inside the platform and cannot be downloaded by students unless you explicitly enable that option. Attached files in lessons are downloadable by design, so if you prefer to keep files locked, deliver that content as video or written text instead.


# Create a Course paywall
Source: https://help.kajabi.com/articles/products/courses/create-a-course-paywall

Add a paywall to a Course to gate content and drive conversions.

A **Course paywall** for a Course and Modules provides potential customers with a preview of your Course, while encouraging them to purchase and unlock all the valuable lessons you have to offer.

<div>
  <iframe />
</div>

## Power of the paywall

Setting up a paywall for your Course content allows you to offer a sneak peek at what's inside, while still encouraging people to purchase the full course. A paywall is like a gateway: it gives potential customers the opportunity to experience a portion of your content, but they'll need to purchase the full course to access the rest.

This method not only helps you convert free users into paying customers, but it also creates a sense of urgency and exclusivity. With this approach, you can:

* **Increase conversions:** Offering a preview of your Course helps build trust and demonstrates the value of your content. When customers see how much value you provide in just a preview, they're more likely to buy the full course.
* **Leverage lead magnets:** By offering a free or discounted portion of your Course content as a lead magnet, you can capture potential customers' interest and lead them down the sales funnel to purchasing the full course.
* **Enhance accessibility:** With a paywall, customers have the flexibility to access a portion of the content at no cost before deciding whether to make a full purchase.

## How Course content is protected

Kajabi takes the security of your business seriously. We use protective measures to ensure your content stays secure and is only accessible to those who have purchased or been granted access.

### How Kajabi keeps Course content safe

* **Paywall obscures content**: Course content is hidden behind the paywall and remains secure before it's rendered on-page.
* **Content protection**: If a user tries to bypass the paywall or inspect the page's code using technical methods, they won't be able to view any content.
  Restricted content includes:
  * Videos and audios
  * Written lesson content
  * Comments
  * Downloads
* **Course progress integrity**: We also disable actions like marking lessons as complete or favoriting, ensuring your course progress data stays accurate.

## Add a paywall

1. Click **Products** in the left sidebar
2. Click **Courses**
3. Select the **Course** you wish to update
4. Navigate to **Settings**
5. Scroll down and toggle on **Add a paywall to this course**
6. In the **Title** field, use the default name or create your own for the free **Offer** your customers can gain access to in order to preview your product. Kajabi creates this free **Offer** for you once you save
7. Under **Paywall offer**, choose which **Offer** is shown to members when they try to access content behind your paywall

<img alt="Paywall settings" />

8. Click **Save changes** to apply the paywall.

<img alt="Enable paywall" />

When you enable the paywall, Kajabi automatically generates a new version of your Course Product with limited-access, typically labeled as "\[Course Name] - limited access". This limited-access version is added to the free **Offer** you created when enabling the paywall allowing customers to gain access to the limited Course while you continue selling the original full Course separately.

<Note>
  **Note:**

  * Make sure the Offer you select is published and active so visitors see the correct pricing and access.
  * Toggling the paywall affects who can open paywalled lessons — double-check your course **Access Settings** after saving.
  * Ensure that the correct offer is selected in the original Course's settings to make it visible in the paywall dropdown.
</Note>

## Manage a paywall

Managing transitions between access levels is crucial. Users with limited access can upgrade to full access by purchasing the full offer, ensuring a seamless experience. If adjustments are needed, create a new unrestricted offer rather than modifying existing restricted offers.

Move your paywall from within your Course outline to customize your customers' access to your course.

1. Open the **Products** tab from your Dashboard
2. Click **Courses**
3. Select the **Course** with the paywall enabled
4. Hover your mouse over the **Paywall indicator**
5. Then, drag and drop it to your desired location

<Note>
  **Note:** Paywalls can only be placed between modules.
</Note>

## Customize the paywall pop-up modal

When a lesson is locked by a paywall, students will see a pop-up modal prompting them to purchase or upgrade their access. You can customize this modal within your Product theme editor.

<Note>
  **Note:** Paywalls are only supported on the **Premier** and **Momentum** product themes.
</Note>

<img alt="Paywall modal" />

### Customize a paywall modal

1. Open the **Course** you would like to edit
2. Click **Customize** to open the product theme editor
3. Confirm that your product is using either the **Premier** or **Momentum** theme
   * If you are using a different theme, you will need to switch to **Premier** or **Momentum** to access and customize paywalls
4. In the theme editor, use the dropdown at the top of the page and switch from **Product** to **Post**
5. In the left sidebar, click **Paywall**
6. Toggle on **Edit Paywall Modal**
7. Add and arrange any custom blocks you would like to display in the modal
8. When you are finished editing, toggle off **Edit Paywall Modal**
9. Click **Save** to apply your changes

## Preview the paywall modal

1. Return to your **Course** outline
2. In the top right corner, click the eye button to **Preview**
3. Select **Preview Limited Access**
4. Click into any locked lesson to view your paywall modal

Your updates will now display whenever a student attempts to access a lesson restricted by your paywall.

## Marketing with a Course paywall

Using a paywall as a **lead magnet** is an effective strategy for driving new customers to your Course. Here's how you can use your paywall to capture interest and convert visitors into paying customers:

* **Offer a preview module or lesson:** Allow potential customers to access the first module or a specific lesson in your Course for free. This allows them to experience a part of the value you provide without giving away everything.

By default, your Course paywall will be created directly below the first module. However, you can adjust the placement to best fit your Course.

* **Create a sneak peek video:** Provide a sneak peek video or webinar that introduces your course content. After the preview, prompt users to unlock the rest of the course by purchasing.
* **Set up a limited-time Discount:** Create urgency by offering a limited-time Discount for users who decide to purchase the full course after accessing the preview content. This can drive conversions and encourage users to take action quickly.

For Courses with VIP tiers, consider creating separate Offers: one for limited access and another for VIP-exclusive content. This approach ensures clear differentiation and enhances the customer experience.

## Paywall best practices & troubleshooting

Label your Offers clearly, such as using "Limited Access" for paywalled versions, to avoid confusion. Additionally, ensure that shareable links for limited access offers are easily accessible from the Offers section.

* **Place the paywall** where it maximizes value — gate content after a free preview or introductory module
* **Preview as a customer** or use a test account to confirm the paywall works before publishing
* **Name gated sections** clearly so customers understand what they get after purchase

<Warning>
  **Important:**

  * Moving the paywall only changes access for new enrollments and guests — review existing customer access before significant changes.
  * If you don't see the paywall toggle, refresh the pricing page and confirm you have permission to edit the course.
</Warning>

## FAQs

### Can I paywall only specific lessons in a Course?

Yes — mark specific lessons as paywalled in the Course editor so visitors can preview some content while premium lessons remain locked.

### Will existing students lose access after I enable a paywall?

No — existing students who already have the appropriate purchase or access level retain access.

<Warning>
  **Important:** Double-check access settings if you use custom permission logic.
</Warning>

### Can I change the Offer Title after the paywall is enabled?

Yes — update the Offer Title any time and click **Save changes**. Changes apply immediately to new visitors.

### How can I test the paywall before it is enabled?

Log out or open your site in an incognito window and try to access paywalled lessons to confirm the preview and Offer display correctly.

### Can I enable a paywall for paid tiers?

Yes, you can enable a paywall for upgrades even when both the base and add-on offers are paid products.

### How can I share a limited-access offer?

To share a limited access offer, navigate to the Offers section, locate the desired offer, and click **Get link** to copy the shareable URL.


# Create a lesson
Source: https://help.kajabi.com/articles/products/courses/create-a-lesson

Create, edit, and publish lessons in a Course.

**Courses** are made up of lessons and quizzes organized in modules. Each lesson can include media, written content, and downloadable files. You can control visibility and publish lessons when ready.

<div>
  <iframe />
</div>

## Create, edit, or publish lessons

### Create a lesson

1. From the Dashboard, click **Products.**
2. Click **Courses** and open the course you want to edit.
3. Click **Add Content** next to a module.
4. Choose **Lesson.**
5. Enter the lesson title and click **Create Lesson.**

### Edit a lesson

1. From the Dashboard, click **Products.**
2. Click **Courses** and open the course you want to edit.
3. Click the **Pencil** icon next to the lesson you want to edit.
4. Make your changes and click **Save.**

### Set the status for a lesson

1. From the Dashboard, click **Products.**
2. Click **Courses** and open the course you want to edit.
3. Open a lesson and go to the **Status** section.
4. Select a status:
   * **Draft:** Hidden from customers.
   * **Published:** Visible to customers.
5. Click **Save.**

<Note>
  **Note:** You cannot drip or lock individual lessons. As a workaround, create a module with just one lesson and set the drip or lock status on the module instead.
</Note>

### Lesson details

#### Title

You can edit the lesson title that will be displayed to your customers in the course outline and lesson player.

#### Select module

Choose which module this lesson will live in. You can reassign a lesson to a different module at any time.

#### Media

Optionally, you can include video, audio, or an assessment in your lesson.

If you prefer to not have any media, you can click **None**.

<Note>
  **Note:** The Assessment feature inside of courses has been sunset. This feature may still appear in older accounts. We recommend using [quizzes](https://help.kajabi.com/articles/products/courses/course-quizzes) inside your courses instead. Assessments can still be added to pages.
</Note>

#### Lesson Thumbnail

Add a custom thumbnail image that appears in the course outline.

To remove a lesson thumbnail:

1. From the Dashboard, click **Products.**
2. Click **Courses** and open the course you want to edit.
3. Click the **Pencil** icon next to the lesson.
4. In the **Lesson Thumbnail** panel on the right, click on the Image actions dropdown and select **Remove image.**
5. Click **Save.**

<Note>
  **Note:** Kajabi recommends using a .jpg or .png file with a non-transparent background. The recommended dimensions are 1280x720.
</Note>

#### Content

Use the text editor to add written content, images, and screenshots to your lesson. This content appears below the media section in the lesson player.

#### Comments

You can set the comment visibility for your lesson. There are 3 options:

* **Visible:** Customers can view and add comments to your lesson
* **Hidden:** Customers will not be able to view or add comments
* **Locked:** Customers can view existing comments but won't be able to add new comments

<Note>
  **Note:** If you wish to disable comments for all lessons, go to Settings in your course and see the **Comment Settings** section.
</Note>


# Create a submodule in a Course
Source: https://help.kajabi.com/articles/products/courses/create-a-submodule-in-a-course-product

Use submodules to further organize Course content within modules.

**Submodules** in a Course give you the ability to further organize your Modules.

Build submodules into your parent Modules to create bite-sized, manageable learning sessions for your customers.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Want to Drip or Lock your content within a Module? You can use Submodules to [Drip](../../products/courses/schedule-and-drip-content-in-courses) or [Lock](../../products/courses/lock-content-in-your-course-product) your content.
</Tip>

## What is a submodule?

Submodules in a Course give you the ability to further organize your Modules.

Build submodules into your parent Modules to create bite-sized, manageable learning sessions for your customers.

## Create a submodule

1. Open the **Product** tab from the Dashboard
2. Select the Course you wish to edit
3. Click the **+ Add Content** button (directly from the parent Module or select from the overall Outline)
4. Select **Submodule**
5. Enter the Submodule details (title, location, description, thumbnail image)
6. Click **Create Submodule**

The Submodule will be added to the bottom of the top-level Module you selected:

<div>
  <iframe />
</div>

<Note>
  **Note:** Create up to 30 Submodules within each Parent Module. Want to change a Submodule into a Module? Drag and drop your Submodule outside of the Parent Module to convert your Submodule into a Module.
</Note>

## Why use a submodule?

Submodules are a great way to further organize your Course Outline and group specific lessons together.

Another great feature of Submodules is the ability to Drip content within the Submodule. If you want to only Drip-release specific lessons within a Module, you can create a Submodule and set the Submodule status to Drip. This way only those specific lessons within the Submodule will be set to Drip, and not the whole Parent Module.

Learn more about the [Kajabi Drip feature.](../../products/courses/schedule-and-drip-content-in-courses)

Submodules can also be locked, which ensures that your customers must first complete your specified Lesson to unlock the Submodule and gain access to that section of content.

Learn how to [lock content.](../../products/courses/lock-content-in-your-course-product)

## What customers see

This is how your customers will see a Submodule in the Course Outline. In this example image, the parent Module is titled "The Fundamentals" and the Submodule is "Vegetables":

<img alt="Submodule example" />


# Create clickable timestamps for videos
Source: https://help.kajabi.com/articles/products/courses/create-clickable-timestamps-for-videos

Share direct links with your customers to specific moments in your videos.

**Clickable Timestamps** let you share direct links to specific moments in your videos. Instead of telling someone "skip to the 3 minute mark," you can copy a link that opens the video at exactly the right spot and it starts playing automatically.

Whether you're pointing a student to a key section of a Course lesson or sharing a Coaching session highlight with a client, Clickable Timestamps make it easy to link directly to the moment that matters.

## Create a timestamp

1. Play any video on your site and pause at the moment you want to share.
2. Open the **Video actions** menu.
3. Choose **Copy timestamp URL** or **Copy link with thumbnail**.
4. Paste the link anywhere and when someone opens it, the video starts playing from that exact moment.

<img alt="Timestamp" />

<Note>
  **Note:**
  If you are creating a timestamp for a video located within a Product, your contacts will need to have purchased or been granted access to the Product to open the link.
</Note>

### Copy timestamp URL

Select **Copy timestamp URL** to copy a plain text link to your clipboard. The link includes the current playback time so anyone who opens it jumps straight to that moment in the video. The video auto-plays from the timestamp automatically.

This is ideal for:

* Sharing a link in a **Lesson description** that points students to a key moment in the video
* Dropping a link in a message or email that takes someone directly to the relevant part

You'll see a confirmation message showing the copied time (e.g., "Copied timestamp URL (3:45)").

<img alt="Copy Timestamp URL" />

### Copy a link with thumbnail

Select **Copy link with thumbnail** to copy a rich link that includes a thumbnail preview of the video at that moment, along with a clickable "Watch video at X:XX" link. When you paste it into an email, document, or chat, the recipient sees a visual preview of the exact frame you're referencing.

This is useful for:

* Sharing a specific moment from a Coaching session recording with a client
* Including a visual callout in an email that links to a key part of a Course lesson
* Pasting into notes, documents, or team chats where a visual preview adds context

<img alt="Copy Link with Thumbnail" />

## Supported locations for timestamps

The Copy timestamp options appear in the video **Actions** menu, anywhere you manage video content across your site:

* **Course lessons:** Share links to key moments in your Lesson videos
* **Blog posts:** Point readers to a specific part of an embedded video
* **Coaching sessions:** Share highlights from group or one-on-one session recordings with clients
* **Live session replays:** Link directly to important segments of a recorded event

## Customer experience

When your customers click a Timestamp link, the video loads and automatically begins playing from the specified moment. This works on both desktop and mobile browsers.

<img alt="Member Experience of Timestamp" />

<Note>
  **Note:**
  Looking to create chapters in your video? [Learn how to create chapters](../media-library/media-library-overview).
</Note>

## FAQs

### Who can copy timestamp links?

Timestamp copying is available to Site Admins (Owners and Assistants) from the video **Actions** menu. Members cannot copy timestamps, but they can open any timestamp link shared with them.

### What happens when someone clicks a timestamp link?

The page loads and the video automatically starts playing from the specified time. No extra steps are needed.

<Note>
  **Note:**
  If the video is located in a Product, your contacts will need to have purchased or been granted access to the Product to open the link.
</Note>

### Does the link require the recipient to be logged in?

If the video is part of gated content (like a Course or Coaching session), the recipient will need access to that content to view it. The Timestamp link respects your existing access controls.

### Can I use timestamp links in Lesson descriptions?

Yes, this is one of the most common use cases. Copy a Timestamp URL from a Lesson video and paste it into that Lesson's description (or another Lesson's description) to point students directly to a key moment.

### What format does the thumbnail link paste as?

When you use **Copy link with thumbnail**, the link pastes as a rich preview with an image and clickable text in apps that support rich formatting (email editors, Google Docs, Slack, etc.). In plain text contexts, it falls back to a simple URL.

### Can I share timestamps from the Kajabi Mobile App?

Timestamp copying is currently available from the Admin web experience. Members on mobile can open Timestamp links shared with them, and the video will play from the correct position.

### Do chapters and timestamps work together?

They're complementary features. Chapters add permanent navigable sections to a video that all viewers can use. Clickable Timestamps let you share one-off links to any specific moment. You can use both on the same video.


# Create quality Course content from home
Source: https://help.kajabi.com/articles/products/courses/creating-quality-course-content-from-your-home

Simple tips to use what you already have to create professional course videos.

Many of the best-selling products on Kajabi include videos that were filmed in the creator's home. By setting up your environment properly, you can record **professional quality Course content** without a professional recording studio.

This page covers the basics of how to maximize video production and quality at home using items you probably already have on hand.

## Simple tips to use what you already have

<img alt="Creating quality course content" />

Ira Glass—host of *This American Life,* one of the most popular podcasts in the world—shared a photo of himself recording a new episode while he had no access to his normal recording studio.

His solution? [Record at home, in a closet](https://twitter.com/iraglass/status/1241757912512499713?s=20).

Other big-name professionals like Jimmy Fallon have recorded from their homes, too.

And as it turns out, many (if not most) of the best-selling products on Kajabi include videos that were filmed in the creator's home. By setting up your environment properly, you can record professional quality audio and video without a professional recording studio.

## Begin with content

<img alt="Cole Johnston" />

Many beginning course creators spend more time worrying about their recording tech than their content. But the opposite should be true.

"Your content matters most," said Cole Johnston, Video Production Specialist at Kajabi. "People will watch less-than-professional quality video if the content delivers value."

Before you start filming, take the right amount of time to develop your content and make it as valuable as possible. One rule of thumb is, "Make your content worth 10 times more than what you're charging."

## Camera and equipment

Do you need to invest in a \$2000 DSLR and professional mic?

**No.**

In fact, you probably have a course-ready camera in your pocket right now.

<img alt="David Hinchman" />

"I always tell people if they're just starting out, start with their smartphone," said David Hinchman, Video Lead at Kajabi. "Smartphones nowadays are so good. They've got 4k, 60 frames per second—it's wild! Plus you already know how to do it. It's familiar to you."

Don't have a tripod specifically for smartphones? No problem.

"If you don't have a tripod, you just have to jerry-rig something," Dave said. "Use a shelf and prop it up, point the screen towards you, and easily see where your shot is."

## Lighting

Proper lighting draws attention to you, the speaker (plus it has the additional benefit of drawing attention away from any clutter that may have amassed).

### Use window light where you can

Filming your shot with window light is free, readily accessible, and produces accurate colors, including accurate skin tones.

There are some downsides, like having less control over the light coming in as well as where windows are located in your home. Window light may change throughout your video if you live in a particularly cloudy area.

"If you have a window with a white curtain, that'll diffuse and soften the light a lot, making it look really good," David said.

To get the best results from filming at home, make sure to:

* Shoot at the same time each day, either early morning while the light is soft or at high noon when the sun maintains its position longest
* Position yourself so that you have natural light from the window coming in from one side. Directly facing the window or having it behind you will result in light that is either too harsh or creates that nasty silhouette effect
* Turn off non-daylight light bulbs so the colors don't cast a harsh tone across your skin

### Lamps can work ... if you're careful

If you want to supplement your shot with additional light, or if you don't have an available window, use a desk lamp with a daylight bulb. Avoid using tungsten bulbs, as their orange glow will cast a harsh orange tint across your face and clothing, again rendering unnatural skin tones.

Position your desk lamp or other home light source to the side, out of frame and far enough away so that the light isn't so harsh on your face. A great way to assist with this dampening of light (or "diffusion") is adding a white bedsheet, shower curtain, or pillowcase in front of the light. You can also fasten a lampshade in place that may soften the direct light.

<img alt="Lighting setup" />

## Capture professional-sounding audio

Having high-quality sound in your course videos can be equally important—if not more important—than high-quality video. Low audio quality has a bigger impact on how immersed your viewers are than video quality or lighting.

"I'm a stickler with audio," said Kajabi Live Video Production Lead Irene Pavico-Tsukayama. "I've learned through the years that people are more likely to stick around longer and actually pay attention to your content if the audio is good. I've watched numerous YouTube tutorials that have been helpful even though they aren't the best videos but the audio quality is amazing."

Before you run out and purchase a camera that costs thousands of dollars to up your audio quality, try these simple steps to get the best sound (and therefore, overall quality) out of the equipment you already have.

### Try starting with the equipment you have

Instead of choosing from a list of "budget microphones" that range from upwards of \$300, focus on maximizing the audio coming into your webcam, iPhone, laptop camera, camcorder, etc.

You have a great opportunity to master the hardware you already have. Why purchase equipment you may not even need or know how to use?

Kajabi Live Video Production Lead Irene Pavico-Tsukayama has great advice for everyone recording at home:

"Super important tip before you dive into recording a long video, especially if you're using an external mic: make sure your audio is being recorded. Hit record, test audio, hit stop and play it. It's a great habit to develop and one that I always implement at every shoot."

### Reduce echo in your environment

Have you ever noticed how an unfurnished room has a loud, big echo, while even just putting a carpet down can cut that in half?

Making your audio as clean as possible makes a big difference in the perceived quality of your videos. This means the best microphones you can buy are ones that effectively eliminate echo and background noise.

You can also set up your environment for high-quality audio. To do this, try the following:

* Hang up a couple of blankets or towels near your face. Make sure to hang them as close as possible without being in the shot or blocking light
* Add another blanket or towel on the floor beneath your feet
* Hang one more blanket or towel behind your microphone. This prevents your voice from bouncing around the room before reaching the microphone of your iPhone or other camera

<img alt="Sound setup" />

Of course, starting in a room with the least amount of echo possible will set you up for the best results.

Following these tips means you'll not only get great audio for your course, you'll also be able to reuse it. "By making sure you have great audio quality, it'll give you the option to repurpose your content into a podcast or an audio version of your lesson if it's in Kajabi," Irene said.

## Compose video like confident pros

Much like audio, video quality is equal parts setup and gear.

Focus on composing your shot with a nice background free of clutter. Adding some personal items that relate to your business or represent who you are can better engage your audience. A fun mug on the desk goes a long way in building brand affinity.

With your light and your sound dialed in, all that remains is simply ensuring your filming space is tidy, consistent, and most of all representative of you.

"You want the camera to be eye level—that's the most natural kind of look," David said. "If the camera's lower than you and you're staring down at it, it's an intimidating shot. And if it's above you, and you're looking up at it, you look smaller."

Getting the technical setup is one thing, but looking confident on camera is another.

"Don't overthink, don't overanalyze," said Esteban Robinson, Kajabi Photo Lead. "Just do whatever feels natural. Because if you don't, it'll show up on camera."

When your camera is set up and ready to go, you're free to focus on how you look on camera. "I kind of set it and forget it," Esteban said. "Cameras today already have really good features. The whole point is not focusing on the technical capabilities of the camera, but focusing on how someone looks and telling that particular story."

"When we start shooting, I establish that the first shots probably won't be 'the ones,'" Esteban said. "But you never know! It's just about getting comfortable on camera. Be okay with the fact these photos (or videos) probably won't be the best, but they're a warm up. Plan to spend an hour."

Another way to feel comfortable on camera is to act like you're speaking to a specific individual.

<img alt="Irene Pavico-Tsukayama" />

"Think of that one person that you could help with the information you're filming and pretend it's them behind the camera/phone," Irene said. "Maintain eye contact and make it personal as if you're only talking to that one person. It will really help your audience connect with you."

But… what do you do with your hands?

If you feel uncomfortable gesturing with your hands as you speak, leave them out of the shot. According to David, all you have to do is position yourself closer to the camera. Problem solved.

## Every video is better than the one before

Like anything in your business, your videos will get better with practice. Plus, the great thing about digital courses is that you can add and update content at any time.

So if you want, you can re-record and update videos as you get better.

The best way to create high-quality, professional videos is simple: get started. Experiment with lighting around your home. See if you can add curtains to diffuse strong lighting. And practice feeling comfortable and confident on camera.

"At the end of the day, you've just got to get over yourself," Esteban said. "If you're in a business where you're going to portray yourself, you've just got to get on camera and put yourself out there."


# Customize a Cohort Course
Source: https://help.kajabi.com/articles/products/courses/customize-your-cohort-based-course

View, add, and delete cohorts, update cohort product details, and edit cohort content and settings.

Cohort Courses allow you to deliver time-bound learning experiences with scheduled content releases and live sessions. This guide covers how to manage cohorts, customize content, and configure settings.

<Note>
  **Note:** Cohort Courses are only available with Growth and Pro Plans announced. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## View Course cohorts

To view the cohort groups inside a Cohort Course, first open your Course:

1. Select **Products** from the Dashboard.
2. Then, select **Courses.**
3. Click to open your Cohort Course. This will take you to the **Cohorts** page.
4. On the Cohorts page, you'll see a list of all active cohorts for the Course. Click the pill buttons to toggle between viewing **All**, **Active**, or **Completed** cohort groups: <img alt="Cohort Courses Page" />
5. Edit a cohort or toggle the cohort **Status** between Active and Completed by clicking the **ellipsis menu** `…` to the right of the cohort:

<img alt="Cohort status options" />

## Add a cohort

1. At the top right corner of the Cohorts Index page, click **Add cohort**. A modal popup will appear.
2. First, select an existing cohort to use as the template for your cohort.
3. Then, enter a cohort **Name.**
4. Choose a **Start date** for the cohort.
5. Next, choose to create either a **Free** or **Paid** cohort. If you choose to create a Paid cohort, enter your desired **Payment frequency**, **Price**, and **Payment method**.
6. Click **Add cohort** to create your cohort.

## Update Cohort Course details

1. From the **Cohorts** index page, click the **Settings** tab to update the Course **Title**, **Description**, and/or **Thumbnail image**:

<img alt="Cohort settings" />

## Edit cohort content and settings

### Open a cohort for editing

1. From the **Cohorts** index page, either click the name of the cohort you want to edit, or -
2. Click the **ellipsis menu**  `…` to the right of the cohort and select **Edit**:

<img alt="Edit cohort" />

3. Inside the cohort editor, you can view and edit the Course **Outline**, **Customers**, **Offers**, and **Certificates**, customize the **Course template**, and update **Course settings**:

<img alt="Cohort editor" />

### Outline

On the **Outline** tab, you can:

* Create [Modules, Lessons](/articles/products/products-overview/kajabi-products-overview), and [Quizzes](/articles/products/courses/course-quizzes)
* Add and schedule [Live Sessions](/articles/products/courses/how-to-schedule-live-video-sessions-for-a-cohort-based-course)
* Publish, unpublish, delete or [lock](/articles/products/courses/lock-content-in-your-course-product) your content
* Drip your content on specific dates in cadence with your live session dates

<img alt="Cohort outline" />

Change the **Drip date** for each Course module (i.e. the date the content becomes visible in your Course) to match your live session schedule by clicking the gray **Draft** button, then selecting the blue **Drip** button and choosing your desired date:

<img alt="Drip content" />

Here's an example of a published first Course module followed by a series of modules set to drip at one week intervals:

<img alt="Cohort drip sequence" />

### Customers

Select the **Customers** tab to view a list of all Course customers. You can also click on each customer to view additional customer details:

<img alt="Cohort customers" />

### Offers

Select the **Offers** tab to view the Offer(s) created to sell the Course or to [create a Course Offer](/articles/sales/offers/create-an-offer):

<img alt="Cohort offers" />

### Certificates

Select the **Certificates** tab to [create a Certificate of Completion](/articles/products/courses/course-completion-certificates) to send your students when they complete the Course:

<img alt="Cohort certificates" />

### Customize

Select the **Customize** tab to [customize the Course template design](/articles/products/courses/how-to-customize-the-template-for-a-cohort-based-course):

<img alt="Customize cohort" />

### Settings

Select the **Settings** tab to update the cohort **Title** and **Start date** or to change live video scheduling preferences (location and/or session duration):

<img alt="Cohort settings tab" />

## Delete a Cohort

1. From the Cohorts index page, click the **ellipsis menu** `…` to the right of the cohort you want to delete.
2. Select **Delete.**
3. A modal popup will appear. Click **Delete** to confirm the deletion.


# Delete a Product
Source: https://help.kajabi.com/articles/products/courses/delete-a-product

Remove outdated or unused Products from a site.

Deleting a **Product** allows you to remove outdated or unused content from your site. Before deleting, make sure you understand the implications for your customers and any associated Offers.

<Warning>
  **Warning:** Deleting a Product is permanent and cannot be undone, and the content within your Product, once deleted, cannot be retrieved.
</Warning>

1. Open the **Products** tab from the Dashboard
2. Select the **ellipsis** `…` **icon** to the right of the Title of the Product you wish to remove
3. Click **Delete**
4. Then, click **Yes, delete** to confirm its permanent deletion:

<img alt="Delete Product" />

5. You may also delete a Product by clicking the **More ellipsis** `...` dropdown menu from within the Product:

<img alt="Delete a Product from within" />

<Note>
  **Note:** If your Product is attached to a recurring payment (Payment Plan or Recurring Subscription) Offer, your customers will continue to be charged after your Product's deletion. If you wish to completely remove an Offer containing the Product, be sure to adjust or deactivate the Offer from your customers' profiles before deleting the Product. See [How to Cancel Your Customer's Subscription](../../contacts/manage-your-contacts/how-to-cancel-your-customers-subscription) for details.
</Note>


# Download videos from Courses or Pages
Source: https://help.kajabi.com/articles/products/courses/download-videos-from-courses-or-pages

Download videos uploaded to Kajabi to store and easily access them.

You can **download videos** you've uploaded to Kajabi to store them on your computer or another drive. This ensures you always have access to your original video files.

<Note>
  **Note:** This article shows how to download videos to your hard drive as an administrator. See this article if you want to [allow customers to download videos from your Products](/articles/products/courses/how-to-allow-your-video-content-to-be-downloadable-in-a-product-post).
</Note>

## Download videos from a Course

1. Open the **Products** tab from your Dashboard.
2. Select the **Course** containing the video you wish to download.
3. Click the **Course Title**, then the **Lesson** containing the video.
4. Open the **Video Actions** dropdown menu under the video player.
5. Click **Download Video:**
   <img alt="Download Video" title="Download Video" />
6. After selecting **Download Video,** your web browser will open a tab containing your video
7. Click the **more** **icon** in the bottom right corner of the video and select **Download** to download it to your computer or another drive:
   <img alt="Download Video2" />

## Download videos from Landing Pages or Website Pages

1. Open the **Website** tab from your Dashboard.
2. Select either **Landing Pages** or **Website Pages.**
3. Click the **Title** of the **Page** containing the video you wish to download.
4. Select the **Section** containing the **Video Block** and click **Edit.**
5. Click **Video Actions** in the sidebar editor.
6. Select **Download Video:**
   <img alt="Video Block" />
7. After selecting **Download Video** your web browser will open a tab containing your video
8. Click the **more** **icon** in the bottom right corner of the video and select **Download** to download it to your computer or another drive.


# Edit member welcome emails
Source: https://help.kajabi.com/articles/products/courses/edit-member-welcome-emails

Customize the automated welcome email sent to customers.

Customers will receive an automated **welcome email** after being manually Granted an Offer or Granted an Offer via webhooks with a link to finish setting up their account on your site.

<div>
  <iframe />
</div>

## Edit the message of the automated email

1. Open the **Settings** tab at the bottom left-hand corner of your Dashboard
2. Select **Email Templates** from your Site Settings
3. Locate the **Member Welcome Email**
4. Select the pencil icon next to the email template to access the text editor of the email template:

<div>
  <iframe />
</div>

<Note>
  **Note:** Only html \<a> tags can be used. Please no images, divs, etc. The following liquid variables are available: `{{member.name}}`, `{{member.first_name}}`, `{{member.last_name}}`, `{{username}}`, `{{site}}`, and `{{site_login_url}}`.
</Note>


# Edit Course details
Source: https://help.kajabi.com/articles/products/courses/edit-your-course-details

Access and edit a Course title, description, and thumbnail.

You can customize **Course details** to control how your Course appears to customers in their Library and on the Course welcome page.

<div>
  <iframe />
</div>

## Course details

View and edit Course Details

* **Title** is the title displayed in your customer's Library. Be sure to enter an easy-to-read, memorable title for your Product.
* **Description** is displayed on the Course welcome page. We recommend writing a short, one-sentence description of your Product.
* **Product Thumbnail** will be displayed when your customers view their Library. The [recommended image dimension](../../website/pages/recommended-image-dimensions-for-page-templates) for your Product Thumbnail is 1280 x 720 px.
* **Delete Product** allows you to [permanently remove your Product](../../products/courses/delete-a-product).

Looking to update your course live video details? [Learn to manage your live video details.](../../products/courses/how-to-go-live-in-your-course-product#h_01GSBQC96YYY7NJECNGNBAH2QS)

## Access Course details

1. Open **Products** from the Dashboard
2. Select the Course you wish to edit
3. Click **Settings** in the top menu
4. Edit the Title, Description, and/or Thumbnail image as desired:

<div>
  <iframe />
</div>


# Evergreen vs. Cohort
Source: https://help.kajabi.com/articles/products/courses/evergreen-vs-cohort

Understand the difference between Course types and choose the right structure for your teaching style.

Kajabi offers two Course structures: [**Cohort Courses**](https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course#create-a-cohort-course) and **Evergreen Courses**. Both are built using the same foundational elements — lessons, modules, quizzes, and media — but they deliver content in fundamentally different ways. Choosing the right type shapes both the student experience and how you manage your course long-term.

## Evergreen Courses

An Evergreen Course is always open for enrollment. Customers can purchase the Course and start at any time, progressing through the material at their own pace. There's no set schedule, no cohort groups, and no fixed start date.

### Use cases

* **Self-paced learning** — Students move through the material whenever it fits their schedule
* **Scalable Offers** — Evergreen Courses run without ongoing facilitation, so Heroes can generate revenue without continual live sessions
* **Broad audiences** — Works well when students are joining at different times throughout the year
* **Drip content** — [Drip scheduling](https://help.kajabi.com/articles/products/courses/schedule-and-drip-content-in-courses) allows the release of lessons over time, even without a live cohort

## Cohort Courses

A Cohort Course brings a group of students through the material together, following a predetermined schedule with a defined start date. It's structured around the experience of learning alongside others, with the option to hold live video sessions throughout the course.

**Note:** Cohort Courses are only available on the **Growth** and **Pro** plans. Visit [kajabi.com/pricing](https://kajabi.com/pricing) to compare plans.

### Use cases

* **Live programs and bootcamps** — Courses built around scheduled sessions and group momentum
* **High-touch learning experiences** — When accountability, community, and real-time interaction are core to the transformation
* **Certification programs** — Where all students need to complete the same material within a defined window
* **Premium Offers** — Cohort delivery often commands higher pricing due to the live and community-driven format

## Side-by-side comparison

| Feature               | Evergreen Course                 | Cohort Course                            |
| :-------------------- | :------------------------------- | :--------------------------------------- |
| **Enrollment**        | Open anytime                     | Fixed start date per cohort              |
| **Pacing**            | Self-paced                       | Group-paced, follows a set schedule      |
| **Live sessions**     | Optional (via Zoom or Live Room) | Built-in live video session scheduling   |
| **Community feel**    | Individual experience            | Shared experience with cohort group      |
| **Plan availability** | All plans                        | Growth and Pro only                      |
| **Can be duplicated** | Yes                              | No                                       |
| **Can be converted**  | N/A                              | Import from an existing Evergreen Course |

**Note:** You can convert an existing Evergreen Course into a Cohort Course by selecting [**Import existing course**](https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course#create-a-cohort-course-using-an-existing-evergreen-course) during the cohort setup flow. Converting a Cohort Course back to Evergreen is not currently supported.

## Which one should you choose?

If your Course is designed to be consumed independently and work for you around the clock, Evergreen is the right fit. If the transformation depends on group energy, live interaction, or a shared timeline, Cohort is the better structure.

*Some Heroes run both*: an Evergreen version for ongoing enrollment and a premium Cohort version for customers who want the live experience.

## FAQs

### Can I switch a Cohort Course to an Evergreen Course?

Not directly. You can import an Evergreen Course into a Cohort Course when creating it, but there's no one-click conversion in either direction. If you need an Evergreen version of your cohort material, you would need to create a new Evergreen Course manually.

### Can I duplicate a Cohort Course?

No. Cohort Courses cannot be duplicated at this time. Only Evergreen Courses can be duplicated. If you want to reuse cohort content, create a new Cohort Course and use the [**Import existing course**](https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course#create-a-cohort-course-using-an-existing-evergreen-course) option to pull in your material.

### Do Cohort Courses work with drip scheduling?

Yes. Cohort Courses use a scheduled start date to control when modules and lessons become available to your cohort group. This is different from Evergreen [drip scheduling](https://help.kajabi.com/articles/products/courses/schedule-and-drip-content-in-courses), which is typically based on the date a customer enrolls.

### Can customers access a Cohort Course on the Kajabi Mobile App?

Yes. Customers can access Course content, including Cohort Courses, through the [Kajabi Mobile App](https://help.kajabi.com/articles/mobile-apps/kajabi-app/downloading-logging-in-to-the-kajabi-mobile-app) or your Branded mobile app.

### What plan do I need to create a Cohort Course?

Cohort Courses require the **Growth** or **Pro** plan. If you're on the Basic plan, you can still create Evergreen Courses. Visit [kajabi.com/pricing](https://kajabi.com/pricing) to review your options.

### Can I run multiple cohorts at the same time?

Yes. You can create and manage multiple cohort groups within a single Cohort Course, each with its own start date and schedule.

### Is there a limit to how many students can be in a cohort?

There is no cohort-specific student cap — your student limits are determined by your Kajabi plan's overall active member limits.

***

**Related articles**

* [Create a Cohort Course](https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course)
* [Customize a Cohort Course](https://help.kajabi.com/articles/products/courses/customize-your-cohort-based-course)
* [Schedule and drip content in Courses](https://help.kajabi.com/articles/products/courses/schedule-and-drip-content-in-courses)
* [Schedule Live Video sessions for a Cohort Course](https://help.kajabi.com/articles/products/courses/how-to-schedule-live-video-sessions-for-a-cohort-based-course)
* [Courses overview](https://help.kajabi.com/articles/products/courses/courses-overview)


# Drip Course content time limit
Source: https://help.kajabi.com/articles/products/courses/how-far-in-advance-can-you-drip-a-course

Content can be dripped up to two years (731 days) in advance from a customer access date.

On Kajabi, you can **drip content** up to **two years** (more specifically, 731 days) in advance from a customer's access date.

Dripped content is released by the specified number of days from a customer's access date, whether that is the date purchased or a [specified Access Date](../../sales/offers/how-to-give-access-to-your-product-on-a-specific-date).


# Add and update instructor information
Source: https://help.kajabi.com/articles/products/courses/how-to-add-and-update-your-instructor-information

Add instructor information to Course and lesson page templates.

Your Course and Lesson pages are a great place to add **instructor bio** information. Share relevant details about yourself with your Course customers, such as your name, photo, and details about your professional background, qualifications, subject matter expertise, or interests.

<div>
  <iframe />
</div>

## Where to add instructor information

### Course templates with a built-in Instructor Block

The Premier, Creative, and Prosper templates all include a conveniently built-in Instructor Block that you can add to your Course and Lesson sidebars.

First, add your instructor image, name, title, and instructor bio in your Site Details Settings, and those details can be linked to the Instructor Block on both your Course and Lesson page templates when you customize your Course.

### Adding instructor info to other templates and pages

Want to add your instructor information to a Course template or site page without a built-in Instructor Block? Add your info to any page you'd like using sections and blocks in the Page Builder.

## Update instructor info in Site Details Settings

Add your instructor image, name, title, and instructor bio in your Site Details Settings. Then, create a Course using the Premier, Creative, or Prosper template and add an Instructor Block to your Product Sidebar.

By linking your course instructor block to instructor bio site settings, your information will be pulled into your course:

<img alt="Imported" />

<Note>
  **Note:**
  An Instructor image and name are required when linking your instructor block to your site settings. If those values are not completed, the instructor block will not display in your preview or for your course customers.
</Note>

### Edit instructor information in Site Settings

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details**.
3. Navigate to the **Instructor** section.
4. Upload an **image** of the instructor.
5. Enter the **instructor's name**.
6. Include the **instructor's title**.
7. Add the **instructor's bio**.
8. Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Adding your instructor info in the Site Settings will not retroactively update your info in any pre-existing Courses you've created. If you've already created a Course using a template with a built-in Instructor Block, update your information directly on the Course and Lesson templates.
</Note>

## Add instructor info to a Course page template

The Premier, Creative, and Prosper templates include an Instructor Block that you can add to your course sidebar, which you can customize with your own information.

If you choose to build your Course with a template that doesn't have a pre-built Instructor Block, you can create one using the default text and image blocks in the Page Builder.

<Note>
  **Note:**
  Updating your instructor info on your Course page template will not update the instructor info on your Lesson page template. Be sure to manually update your information in both places or select the "link to instructor bio site settings" for any Instructor Block to easily update your instructor info from your site settings.
</Note>

### Add instructor information by customizing the built-in Instructor Block

#### To manually edit the Instructor Block on your Course page template:

1. Open the **Products** tab from your Dashboard.
2. Select a **Course** to edit.
3. Click **Customize**.
4. Place your cursor over the Course page template and click **Customize**.
5. Then, click to open the **Instructor Block** in the Course template sidebar.
6. Deselect "link to instructor bio site settings" if you wish to manually update your instructor block.
7. Update the Heading, Image, Name, Title, and Bio fields as desired.
8. Click **Save** to keep your changes:

<img alt="921A5676-0171-4D9B-8D84-8AD22C9470FE.png" />

<Tip>
  **Tip:**
  Include information for multiple instructors by adding Instructor Blocks to the sidebar. Simply click "Add Content" in the Product Sidebar editor and choose "Instructor" as the block type.
</Tip>

### Add instructor information with default text and image blocks

Use page [sections](../../website/pages/add-sections-to-your-pages) and [blocks](../../website/pages/add-blocks-to-your-page) to add your instructor information to a Course page designed with the Momentum template (or to any other Course page template, website page, or landing page where you'd like to showcase this information).

**To add instructor information using default page blocks:**

* Option 1: Add your instructor information into existing page template blocks.
* Option 2: Create a new [section](../../website/pages/how-to-add-a-custom-section) and add a [text block](../../website/pages/how-to-add-a-text-block-to-your-page) and [image block](../../website/pages/how-to-add-an-image-to-your-page).

<img alt="Edit" />

## Add instructor info to a Lesson page template

The Premier, Creative, and Prosper templates include an Instructor Block that you can add to the Lesson sidebar.

Any customizations you make to your Lesson page template will be applied to all of the Lessons you create, including any instructor information you add.

<Note>
  **Note:**
  Updating your instructor info on your Lesson page template will not update the instructor info on your Course page template. Be sure to manually update your information in both places or select the "link to instructor bio site settings" for any Instructor Block to easily update your instructor info from your site settings.
</Note>

**To manually edit the Instructor Block on your Lesson page template:**

1. Open the **Products** tab from your Dashboard.
2. Select a **Product** to edit.
3. Click **Customize**.
4. Place your cursor over the Course page template and click **Customize**. This will open your Course template in the Builder.
5. From the Builder navigation dropdown, select **Post** to open the Lesson template.
6. Then, click to open the **Instructor Block** in the Lesson template sidebar.
7. Update the Heading, Image, Name, Title, and Bio fields as desired.
8. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Delete an Instructor Block from a Course or Lesson

Don't want to include your instructor information on your Course and Lesson pages? Simply delete the Instructor Blocks from the page templates.

**To remove the Instructor Block from a Course or Lesson page template:**

* Option 1: Click to open the **Instructor Block**, then scroll to the bottom of the editor and click **Delete This Block**:

<img alt="6ACCCF33-6F43-4025-B8E6-EEF34283C9F1.png" />

* Option 2: Click to open the **Sidebar Section** in the editor, then click `…` to open the options menu on the **Instructor Block** and select **Delete**:

<img alt="B5422F59-3E80-4951-938C-9EC92ABE68FF.png" />


# Allow video downloads in a Product post
Source: https://help.kajabi.com/articles/products/courses/how-to-allow-your-video-content-to-be-downloadable-in-a-product-post

Give customers the ability to download video content from Kajabi Courses.

Video content is one of the many vital components of an online business. Giving customers the ability to download content is a great way for them to keep content to watch outside of Kajabi Courses. Allow video content to be downloadable by adding a Download Video button to posts.

<div>
  <iframe />
</div>

## Add your video as a downloadable file

By adding your video as a downloadable file, you give your customers the ability to download your content to watch and share your video content outside of your Kajabi courses.

### Add a video as a downloadable file

1. Open the **Products** tab from your Dashboard.
2. Select the Product you would like to attach a downloadable file to.
3. From the Product Outline, open the Post to attach your downloadable file.
4. Inside the Post Editor, locate the **Downloads** section.
5. Select **Add Files**.
6. Drag and drop your downloadable material(s) or choose the files you would like to include:

<div>
  <iframe />
</div>

## Add a download video button with the Premier Product Theme

If you are using the Premier Product Theme, you can adjust your Product settings to create a download video button for your customers.

<Note>
  **Note:**
  Allowing video content to be downloaded with a download button is only available with the Premier Product theme. If you wish to include a video that is downloadable to a different Product theme, upload the video as a downloadable file in the Product Post.
</Note>

### Add a download video button with Premier

1. Select **Products** from the Dashboard.
2. Click into the product you would like to edit.
3. From the product Outline dashboard, click **Customize**.
4. Scroll over the Product Theme Image and click **Customize**.
5. In the product editor page, click into the dropdown menu at the bottom of the sidebar Editor and select **Post**.
6. Then click into the **Post Sidebar** Section.
7. Then, select **Add Content**.
8. Choose the **Video Download** block.

Here, you can customize the colors of the button and text.

Once you have finished customizing, click **Save**:

<div>
  <iframe />
</div>

Once you have clicked save, a video download button will then appear on the right-hand side of your Post in the sidebar, underneath the Instructor Info Section.

To rearrange the content in the Post Sidebar so that the video download button is directly below the Video Player:

1. Exit out of the Video Download button block editor by clicking Back.
2. Then, in the Post sidebar editor, simply grab the Video Download Block by the `=` icon and pull it above the Instructor block.

<div>
  <iframe />
</div>


# Bulk upload videos in a Product
Source: https://help.kajabi.com/articles/products/courses/how-to-bulk-upload-videos-in-a-product

Save time by uploading multiple videos at once to a Product.

In a Product, you can upload a single video or save time and **bulk upload** multiple videos at once.

## Upload multiple videos at the same time

1. From the Dashboard, open the **Products** tab.
2. Select the Product you wish to edit, such as **Courses** or **Coaching**, or [create a new Product](../../products/courses/courses-overview).
3. Navigate to the individual Product page (i.e., a **Course**).
4. Click the **Add Content** button on the same line as the **Product Title**, and the **Preview eye icon**:

<img alt="Kajabi_-__admin_products_2147830063.png" />

5. Select **Upload Multiple Videos**.
6. Choose the videos you want to upload from the file picker.

<img alt="Kajabi_-__admin_products_2147830063.png" />

5. Select **Upload Multiple Videos**.
6. Choose the videos you want to upload from the file picker.

<Note>
  **Note:** Kajabi allows you to upload up to 20 videos at once, but, depending on your upload speed it may be best practice to only upload between 3 and 4 at a time.
</Note>

7. Kajabi will automatically upload these videos through Wistia and house them in a newly created module or category.

<Note>
  **Note:** Bulk uploading video content is a larger process and will take longer to complete than uploading a single video. Please be patient and wait until the upload process is complete before contacting our support team or navigating away from the page.
</Note>


# Change the background color of a Course with Premier
Source: https://help.kajabi.com/articles/products/courses/how-to-change-the-background-color-of-a-course-product-template-with-premier

Customize the background color of a Course template.

A Course can be customized to fit overall business branding, including the background color of the template.

## Change the background color of a Course

### Change the background color with Premier

1. Open the **Products** tab from your Dashboard.
2. Select your **Course**.
3. Click **Customize**.
4. If you don't already have Premier installed, click **Install Template** to install Premier.
5. Hover over your template and click **Customize** again.
6. Click **Settings** from the left sidebar.
7. Select **General Appearance**.
8. Select a color from the palette next to **Background**.
9. Then, click **Save**:

<div>
  <iframe />
</div>


# Change the Course post player color with Momentum
Source: https://help.kajabi.com/articles/products/courses/how-to-change-the-color-of-the-course-product-post-player-with-momentum

Change the color of the post player in a Course when using the Momentum theme.

The **Momentum Theme** is a next-generation product theme built for simplicity and easy content consumption. With Momentum, the focus is placed heavily on content and what is being delivered in the product, minimizing distractions that could detour the customer's experience.

<div>
  <iframe />
</div>

## What is the Product Post Player?

The Product Post Player contains the Product Post video and allows customers to play and pause the video, scrub through the video, adjust volume, speed, and video quality:

<img alt="AAD7A265-6124-46FC-8F13-A2532B842000.png" />

## Change the product post player color with Momentum

### Change the player color with the Momentum theme

1. Open the **Products** tab from your Dashboard.
2. Select the **Product**.
3. Click **Customize**.
4. Install the **Momentum Theme** if you haven't already.
5. Open the **Installed Themes** folder.
6. Select the **Momentum Theme**.
7. Click **Customize**.
8. Navigate to the sidebar editor.
9. Click **Settings**.
10. Open **Color Scheme**.
11. Click **Primary**.
12. Specify the custom primary color.
13. Then, click **Save** to keep and apply the changes:

<div>
  <iframe />
</div>

## Custom colors

To specify a custom color, click the color you wish to change and enter the hex color code, RGB color code, or use the sliders to select a color.

To use the color picker on Kajabi:

* Use the main **square box** to adjust the saturation and brightness of your color.
* Use the first **horizontal bar** to select the hue.
* Use the second **horizontal bar** to adjust the opacity of your color.
* Use the **color code box** to insert a pre-designed custom code.

<img alt="69A11D3D-811D-4FAF-8A78-46B797F90AF5.png" />


# Change the player color in a Product with Premier
Source: https://help.kajabi.com/articles/products/courses/how-to-change-the-color-of-the-player-in-a-product-with-premier

Change the color of the post player in a Product when using the Premier theme.

The Product theme, **Premier**, is a one-of-a-kind Product theme to help you design a Product and help customers easily navigate through it.

## What is the Product Post Player?

The Product Post Player contains the Product Post video and allows customers to play and pause the video, scrub through the video, adjust volume, speed, and video quality:

<img alt="3C6FAA86-9AF7-464E-9018-8E28CD7A121E.png" />

## Change the color of the player in a Product

### Change the player color with the Premier theme

1. Open the **Products** tab from your Dashboard.
2. Select the Product.
3. Click **Customize**.
4. Install the **Premier Theme** if you haven't already.
5. Open the **Installed Themes** folder.
6. Select the **Premier Theme**.
7. Click **Customize**.
8. Navigate to the **Post** section in the editor by clicking the dropdown in the top bar.
9. Select **Post Player** from the sidebar.
10. Select the desired color for the Product Post Player.
11. Then, click **Save** to keep and apply the changes:

<div>
  <iframe />
</div>

## Custom colors

To specify a custom color, click the color you wish to change and enter the hex color code, RGB color code, or use the sliders to select a color.

### Use the color picker on Kajabi

* Use the main **square box** to adjust the saturation and brightness of your color.
* Use the first **horizontal bar** to select the hue.
* Use the second **horizontal bar** to adjust the opacity of your color.
* Use the **color code box** to insert a pre-designed custom code.

<img alt="69A11D3D-811D-4FAF-8A78-46B797F90AF5.png" />


# Change Product display order in the customer library
Source: https://help.kajabi.com/articles/products/courses/how-to-change-the-order-of-your-products-in-your-customers-library

Rearrange the display order of Products in the customer library.

If a customer has purchased more than one product from you, the order in which they are displayed in their library will resemble the position of the Products in your Products Dashboard.

<div>
  <iframe />
</div>

## Rearrange Products in the customer library

Rearranging your Products in your Products tab will change the positioning of the Products purchased by your customers.

<Note>
  **Note:**
  Your customers will only see the Product(s) included with the Offer(s) purchased or granted. Previewing your Library and Product page as an admin will display all your Products, but your customers will not see the Products they do not own.
</Note>

If you wish to change the order in which your Products are displayed for all customers, simply rearrange the Products displayed in your Products tab.

Keep in mind that rearranging the order of your Products will impact all customers and cannot be customized for individual customers.

### Rearrange Products

1. Open the **Products** tab from your Dashboard.
2. Select **Library Sorting** from your Products page.
3. Click and drag the `=` icon to rearrange the order of your Products as they are displayed for your customers:

<div>
  <iframe />
</div>


# Combine audio with images for a Course
Source: https://help.kajabi.com/articles/products/courses/how-to-combine-audio-with-images-to-upload-to-your-course-product

Create an audio-visual learning experience by adding audio to images.

Add audio to images to create a slide presentation (similar to creating a PowerPoint presentation) or simply create a unique audio-visual learning experience for customers.

<div>
  <iframe />
</div>

## Add audio to images

Adding an MP3 audio file to an Image can be done using a simple video editing program like [iMovie](https://www.apple.com/imovie/) or [Windows Video Editor](https://www.videowinsoft.com/videowin-video-editor).

### Combine audio and images with iMovie

1. Open **iMovie** and click the **downward-pointing arrow** located in the top left navigation menu.
2. Import your mp3 audio file and a png or jpeg image file.
3. Your selected media will appear at the top under your project media.
4. Click a media and drag and drop it to the bottom.
5. Edit your media to sync how you'd like.
6. On your Mac navigation select File, then **share**.
7. Select **File** to save to your computer as an mp4 file:

<div>
  <iframe />
</div>

## Upload a file to a lesson

1. Open the **Products** tab from the Dashboard.
2. Select the desired **Course**.
3. Click into the **lesson** you want to add the mp4 file to.
4. Select **Upload Video** at the top of the lesson.
5. Select **New File** and choose your newly created mp4 file.
6. After the video has finished uploading, click **Save**:

<div>
  <iframe />
</div>


# Create a Cohort Course
Source: https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course

Move learners through a course together as a group to foster collaboration and a sense of community while following a predetermined schedule.

<div>
  <iframe />
</div>

A **Cohort Course** is a powerful Course structure that enables students to progress through material together in cohort groups, following a predetermined schedule.

Schedule live video sessions so cohort members can connect in real time as they move through the Course together — building collaboration and community along the way.

When you create a Cohort Course, you can either create it from scratch or import the material from an existing Evergreen Course.

<Note>
  **Note:** Cohort Courses are only available with Growth and Pro Plans. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## Create a Cohort Course from scratch

1. From your Dashboard, select **Products**.
2. Click **Courses**, then **+New course**.
3. Select **Cohorts** as the **Course type** and click **Next**.
4. Choose **Start from scratch**.
5. Add a **Title** and a **Brief Description** for your Course.
6. Optionally, toggle on **Use this info to generate content and additional resources** if desired. Selecting this option will create an AI-generated course outline and lesson material, an opt-in landing page with a form that automatically tags contacts on submission, and a Course announcement email broadcast to send when ready.
7. Choose a **Start date** for the first cohort group and Course module and click **Next**.
8. Select the **Primary Color** (header), **Secondary Color** (sidebar), and **Accent Color** (buttons/links). Optionally, upload a **Thumbnail image** (recommended dimensions: 1280 x 720 px). <img alt="Cohort Course Colors" />
9. Click **Next**.
10. Choose to create either a **Free** or **Paid** Course. If you create a Paid Course, choose a desired **Payment frequency**, **Price**, and **Payment method**. [Learn how to connect a payment processor](../../sales/kajabi-payments/transactions).
11. Click **Next**. The Course creation content wizard will then generate your new Cohort Course outline.

## Create a Cohort Course using an existing Evergreen Course

Create a cohort version of your existing Evergreen Course by using the **Import existing course** option on the **How do you want to start?** page.

**To create a Cohort Course from an existing Course:**

1. From your Dashboard, select **Products**.
2. Click **Courses**, then **+New course**.
3. Select **Cohorts** for your **Course type** and click **Next**.
4. Choose **Import existing course**.
5. Select the Course you want to import from the dropdown menu.
6. Choose a **Cohort start date** for your first cohort group and Course module and click **Next**.
7. Select the **Primary Color** (header), **Secondary Color** (sidebar), and **Accent Color** (buttons/links). Optionally, upload a **Thumbnail image**.
8. Choose to create either a **Paid** or **Free** Course. If you create a Paid Course, choose the desired **Payment frequency**, **Price**, and **Payment method**.
9. Click **Next**.

<Note>
  **Note:** At this time, you are not able to duplicate a Cohort Course. You may only import an existing Evergreen Course as noted in the section above.
</Note>


# Customize the template for a Cohort Course
Source: https://help.kajabi.com/articles/products/courses/how-to-customize-the-template-for-a-cohort-based-course

Update layout, branding, and content in a Cohort Course Momentum template

Customizing the design template for a Cohort Course determines how students experience the Course.

<Note>
  **Note:** Cohort Courses are only available with the Growth and Pro Plans. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## What's a Course template?

The **Course template** on Kajabi is where you can update the design of the Course. When students log into the Course, they'll see Course materials and branding elements the way you've configured them in the template.

## Customize a Cohort Course template

Cohort Courses are designed to work seamlessly with Kajabi's [Momentum template](/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template). Momentum is currently the only supported template option for creating a Cohort Course. Additional templates are available to use for traditional Evergreen Courses.

Here's an example of a Course homepage created using the Momentum template:

<img alt="Cohortexample" />

### Open Course template

1. Select **Products** from the Dashboard.
2. Then, select **Courses**.
3. Click to open your Cohort Course.
4. Click the name of the cohort you want to edit.
5. Then, click the **Customize** tab.
6. Navigate to the template image and click **Customize** again.
7. Your template will open in the **Page Builder** for editing.

<Note>
  **Note:** Template customizations are done at the cohort level. Each cohort template inside the Course must be customized individually.
</Note>

Click on any page element in the Page Builder to open it in the left sidebar editor for editing. Customize template content under the **Sections** tab of the sidebar editor, and click the **Settings** tab to customize general page settings like fonts and colors. If you have a Kajabi Community, you can also [embed a Community Channel in the Course](/articles/products/courses/how-to-embed-a-community-channel-in-your-course).

Learn more about [how to customize a Course with the Momentum template](/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template).

## Live Session page

The **Live Session** page in the Momentum template is unique to Cohort Courses. This is where your students will go to join your live sessions. They can access the Live Session page by selecting it from the course outline in the left sidebar:

From the Live Session page, your students can join a live video session by clicking the **Join session** button or click **Download** to download added resources.

<Frame>
  <img alt="Cohort Sessions" />
</Frame>

<Note>
  **Note:** If you're using a custom session location instead of Kajabi Live Video, students will see the Location URL or Description you entered in the Live Session settings instead of a join button.
</Note>

After your live session finishes, you can also [upload your session recording](../../products/courses/how-to-schedule-live-video-sessions-for-a-cohort-based-course#h_01HN3QDHYT9ZFJYPE7Z0J5P34J) to this page to make it accessible to students who wish to watch it later:

<img alt="Uploadfileslivecohortsession" />

<Tip>
  **Tip:** You can add video content for students to see prior to the start date of the first Live Session that students will be able to view as soon as they log into the Course. Learn more about [how to customize a Course with the Momentum template](/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template).
</Tip>


# Customize a Course with Premier
Source: https://help.kajabi.com/articles/products/courses/how-to-customize-your-course-product-with-premier

Customize the look and feel of a Course according to a brand with Premier.

**Premier** is a powerful Course template that lets you customize the look and feel of a Course to match a brand and create a unique experience for customers.

<Note>
  Note: \
  This article refers to the Premier Course Template. Installing and activating a different Template will include different features in the Course Editor. Learn how to [Install and activate a new Template](/articles/products/courses/course-templates) for a Course.
</Note>

## What is Premier?

The Premier editor allows you to customize sections and content blocks throughout your course pages.

There are a multitude of user experience options, including course progress, cross-sells, Instructor visibility, Modules or Lesson visibility, and much more.

Tap into the ultimate appearance and utilize background images on a product level with Premier.

## Install Premier

Installing Premier allows you to design Course pages, but they will not be visible to customers. Design and update the Course behind-the-scenes until you are ready to make it visible to customers.

1. Open the **Products** tab from your Dashboard.
2. Select the \*\*Course \*\*you wish to design.
3. Click the **Customize** tab.
4. Select **Install Template**.
5. Select the \*\*Premier Template \*\*to preview.
6. Click **Install Template**.

### Customize Course pages

After installing the template, navigate through the various **Course pages** from the top dropdown menu in the page editor:

<img alt="Menubar.jpg" />

[Learn to customize the Course lesson page with the Premier template](/articles/products/courses/how-to-customize-your-course-product-with-premier).

Once you have finished customizing and designing the Course, you are ready to activate it. [Learn to activate a template](../../products/courses/course-templates#h_a383b0a7-21dc-4523-9e46-adbdf5cd9575).

## Customize with Premier

Customize the Course with Kajabi's click-to-edit system. Simply locate the section you wish to customize and make desired changes in the sidebar control panel.

Or select the different sections from the sidebar control panel to edit the various sections that make up the Course page.

With the Premier Template, you can customize the various Sections of your page and the Page Settings.

## Premier sections

### Header

Customize the look and feel of the Course header with a logo and user menu. And with the Header editor, choose to add an announcement or a call to action to the forefront of the page:

<img alt="Menubar.jpg" />

### Search Bar

Choose to hide or include a search link in the header menu and customize the language and appearance of the search link:

<img alt="Menubar.jpg" />

### Hero

Customize the hero section of the Course page to change the appearance of the top-most section of the page.

Choose to show or hide the Hero section and configure its appearance by including any additional blocks:

* Product Info
* Start Button
* Call to Action
* Text

<img alt="Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

[Learn to customize Hero sections with Premier.](../../website/pages/customizing-your-hero-image-overlay-in-premier)

### Welcome Body

Customize the Welcome Body section to choose to hide or include a welcome body directly above the Course content.

Configure the text alignment and add additional blocks to design the welcome body:

* Call to Action
* Code
* Course Progress
* Image
* Product Info
* Start Button
* Text
* Video

<img alt="Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

### Course Syllabus

The Course Syllabus is the outline of your Course Modules and Lessons.

Customize the Syllabus section to show or hide the syllabus, display the syllabus by Modules or by Lessons, truncate the number of Modules or Lessons displayed on a single page, and change the language for Modules, Coming Soon, and Show More text:

<img alt="Screenshot_8_15_22__9_20_AM.jpg" />

### Community Widget

If you've created a Kajabi Community Product on the same site as the Course, you'll have the option to add a Community Widget to the Course template to embed a Community Circle in the Course:

<img alt="Community Widget.png" />

Before adding a Community Widget, you'll need to link a Community Access Group in the Course Settings (and make sure the Access Group is added to the Course Offers). [Learn how to embed a Community Circle in a Course](/articles/products/courses/how-to-embed-a-community-channel-in-your-course).

### Course Sidebar

Customize the Course Sidebar by choosing to show or hide the sidebar and including any combination of blocks to optimize the customer's experience with the page.

Course Sidebar blocks:

* **Course Progress:** Display the lessons completed with an image of the Course Thumbnail

<img alt="Screenshot_8_15_22__9_22_AM.jpg" />

The progress bar color is controlled by the primary color configured in the Page Settings. Adjust the Accent Color Override to change the color for the progress bar independently from the accent color of the page.

* **Cross Sell:** Promote another Offer directly from the Course to encourage existing customers to purchase. Customize the appearance of the Offer within the Cross Sell block in the Sidebar:

<img alt="Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

* **Custom Block:** Add a custom block onto the Sidebar to build in another Offer, display a promotion, communicate an announcement, and more. The custom block is fully customizable. With the custom block you can choose to include an image, text, and/or add a Call to Action:

<img alt="Screenshot_8_15_22__12_21_PM.jpg" />

* **Image:** Add an image to the Course Sidebar and choose to include an Image Action or keep the Image Action blank to simply communicate a message to customers:

<img alt="Menubar_and_Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

* **Instructor:** Include instructor information for the Course by adding an Instructor section(s) to the Course Page.

### Footer

Customize the Footer section of the Course page.

Choose to show or hide the Footer, include the Copyright, add a Logo, show a Menu, and/or add Social Icons:

<img alt="Screenshot_8_15_22__12_27_PM.jpg" />

### Add Social Icons to the Footer

1. Under the Social Icons header, check the **Show Social Icons** box.
2. Then, enter the full URL for your social media accounts.
3. Customize the appearance of the social icons.
4. Click **Save** to keep the changes:

<img alt="Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

## Premier page settings

The page settings for the template streamline the build and design of the entire Course by generating configured page settings across every page of the Course.

With Premier, this will update your favicon, typography, color scheme, and general settings across your:

* Main Course page
* Announcements page
* Module page
* Lesson page
* Comment page
* Search page

Customize the settings for the Course page by opening the **Settings** tab from the sidebar control panel:

<img alt="Kajabi_-__admin_themes_2150746487_settings_edit_and_How_to_Customize_Your_Product_With_Premier.jpg" />

**Favicon**: a small icon on a website tab or window in a browser.

You're probably familiar with the favicon for the sites you frequently visit, such as the blue Kajabi favicon for this very page:

<img alt="Screenshot_8_15_22__12_30_PM.jpg" />

While adding a favicon is simple, it's just one more way you can signal professionalism and reinforce a brand.

The ideal image file size for favicons is 32x32 PNG.

However, if you upload a bigger image Kajabi will help you resize it.

<Note>
  **Note:** Please allow some time for the favicon to update.
</Note>

Upload the favicon by clicking **Select Image** and uploading a file or by selecting a recent file.

**Typography** allows you to customize the font and text color across the Course Page.

Use the dropdown menus to change the font for heading and body text:

<img alt="Kajabi_-_admin_themes_2150746487_settings_edit_and_4A70F15A-61A0-4FBF-9CEB-3DF62CCFD8D5_png__3840_2160.jpg" />

**Color Scheme** is the overall color scheme across all of the pages in the Course.

**Message Colors** are the colors for text when different messages appear for customers:

* Success
* Info
* Warning
* Danger

**General Settings** allow you to customize the overall background color for Course pages and you can choose to include a background image.

Customize the color of the Background by clicking the color wheel.

If you prefer to use a custom color, click the color wheel and then either enter the RGB color code or use the sliders to choose a color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to adjust the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of the color.

The template applied to the Course will activate across all the Lessons within the Course to create a seamless experience for customers to easily navigate through the Product.

Learn more about [customizing the appearance of a Course](../../products/courses/course-templates).

## Customize the Course lesson

1. Open the **Products** tab from your Dashboard.
2. Select the Course.
3. Click **Customize**.
4. Open the **Installed Templates** folder.
5. Select the Template you wish to customize.
6. Click **Customize**.
7. Navigate to the **Lesson** page in the editor by clicking the dropdown in the top bar.
8. Select **Lesson** from the dropdown menu:

<div>
  <iframe />
</div>

## Course Lesson editor

The Lesson design page is very similar to the Course design page with a few additions:

<img alt="Cursor_and_Menubar_and_Kajabi_-__admin_themes_2150746487_settings_edit.jpg" />

* **Breadcrumbs** can be displayed to act as a trail leading back to the Course homepage.
* **Lesson Player** can be used to customize the Video Player Layout and Color, Language, Player Pagination Design, and the Auto Advance feature. Learn about the [Lesson Player Auto Advance feature](../../products/courses/lesson-player-auto-advance-feature).
* **Lesson Body** allows you to configure the appearance of your Lesson Body to adjust the text alignment, the Mark as Complete button, allow Lesson and Video Downloads, include a Call to Action (CTA), and add custom Code. Note: If you choose to remove the Mark as Complete button, [product progress](../../analytics/report-product-progress) can only be tracked by the progress of a [Video](../../products/courses/uploading-videos-to-your-course-product-lessons) or an [Assessment](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product) uploaded into the Lesson.
* **Lesson Comments** can be configured to customize the text and button color of your Course Lesson comments section.
* **Lesson Sidebar** allows you to add static or clickable images, instructor information across all Lessons, allow Lesson and Video Downloads, and more.

Customizing the appearance of the Course lesson template applies to all Lessons in the Course to create a seamless experience for customers throughout a single Product.


# Customize a Course with the Momentum template
Source: https://help.kajabi.com/articles/products/courses/how-to-customize-your-course-product-with-the-momentum-template

Design a Course with the Momentum template.

The **Momentum Template** is exclusive to the Course Editor. It is a template built for simplicity and easy content consumption. With Momentum, the focus is placed heavily on content and what is being delivered in the Course, minimizing distractions that could detract from customers' experience.

## Install the Momentum template

Get started with the Momentum Template by first installing it in the Course.

Installing the Template allows you to begin designing Course pages before they are visible to customers. This allows you to design and update the Course behind-the-scenes until you are ready to share it.

1. Open the **Products** tab from your Dashboard.
2. Select the Course you wish to redesign.
3. Click the **Customize** tab.
4. Click **Install Template**.
5. Select Momentum and click **Install Template**:

<div>
  <iframe />
</div>

### Customize the pages that make up a Course

After installing Momentum, navigate through the various Course Pages using the dropdown menu at the top of the template editor:

<img alt="Template Editor Page Menu.png" />

Once you've finished customizing and designing the Course, you're ready to activate it. [Learn to activate a template](../../products/courses/course-templates#h_a383b0a7-21dc-4523-9e46-adbdf5cd9575)

## Customize the Momentum template

Customize the Course template with Kajabi's click-to-edit system. Simply locate the section you wish to customize and make desired changes in the sidebar control panel.

Or select the different sections from the sidebar control panel to edit the various sections that make up the Course page.

With the Momentum Template, you can customize the various Sections of your page and the Page Settings.

## Momentum sections

**Navigation Title** is the back link text displayed in the top left corner of the Course page.

Customize the language used to communicate the back link:

<img alt="8508939B-90C3-4B3B-8C15-7F206AB3791E.png" />

**Navigation** is the Momentum sidebar displaying the Modules and Lessons that make up your Course.

Customize the Navigation menu to hide or show your Lessons:

<div>
  <iframe />
</div>

**Welcome Screen** is the header section of the Momentum template. Customize the language used for the:

* Welcome back headline
* Progress text directly below the welcome back message
* Start, resume, and restart text located in the top right button of your header:

<img alt="D68EE62E-DCB6-42F2-85D1-97635DD6D2AD.png" />

**Tabs** are located directly below the Momentum template header to navigate between the Dashboard, Modules, and Announcements for the Course.

Customize the language for each tab by editing the Tabs section of the Momentum template:

<img alt="1318F354-725D-4800-9253-7047DC4F8C14.png" />

**Dashboard Body** is located in the main, middle section of your Course Page.

Add a combination of text, image, and video block(s) to the Dashboard Body to optimize customers' experience with the Course:

<img alt="2CC42A50-AE2D-48F5-9E40-2CA2B5DCB53F.png" />

**Community Widget**: If you've created a Kajabi Community Product on the same site as the Course, you'll have the option to add a Community Widget to the Course template to embed a Community Circle in the Course:

<img alt="Community Widget Momentum.png" />

Before adding a Community Widget, you'll need to link a Community Access Group in your Course Settings (and make sure the Access Group is added to your Course Offers). [Learn how to embed a Community Circle in your Course.](/articles/products/courses/how-to-embed-a-community-channel-in-your-course)

**Dashboard Sidebar** is located on the far right of the Course page.

Similar to the Dashboard Body, add a combination of card, image, text, and video block(s) to optimize customers' experience with the main Course Dashboard:

<img alt="1F2EC8F7-CFE4-4313-997A-D891EBB356B1.png" />

Customize the search bar located directly above the Dashboard Sidebar from the General Settings in the Page Settings tab.

## Momentum page settings

The page settings of the template streamline the build and design of the entire Course by generating configured page settings across every page of the Course.

With Momentum, this will update your favicon, typography, color scheme, and general settings across your:

* Main Course page
* Announcements page
* Module page
* Lesson page
* Comment page
* Search page

Customize the settings for the Course page by opening the **Settings** tab from the sidebar control panel:

<img alt="F699F2FD-498C-4824-8965-A5EDB2AF1208.png" />

**Favicon**: a small icon on a website tab or window in a browser.

You're probably familiar with the favicon for the sites you frequently visit, such as the blue Kajabi favicon for this very page:

<img alt="Kajabi - The All-In-One Online Business Platform" />

While adding a favicon is simple, it's just one more way you can signal professionalism and reinforce a brand.

The ideal image file size for favicons is a 32x32 PNG.

However, if you upload a bigger image Kajabi will help you resize it.

<Note>
  **Note:** Please allow some time for the favicon to update.
</Note>

Upload the favicon by clicking **Select Image** and uploading a file or by selecting a recent file.

**Typography** allows you to customize the font across the Course Page.

Use the dropdown menus to change the font for heading and paragraph text:

<img alt="8189EA6E-C7B8-49A7-BDFF-6342F6ACB766.png" />

Color Scheme is the overall page color scheme:

* **Primary** is the main color of the page. This will impact the welcome back screen located at the top of the Course page:

<img alt="BF7754CA-CD18-45AE-A873-14D4A713D7BF.png" />

* **Accent** is the secondary color for the page and will change the color of the video player if applicable:

<img alt="2A441E8C-3AE2-41CD-9032-BB4D6D2E4E6A.png" />

* **Sidebar Background** is the navigation menu sidebar located on the left-most portion of the Course page. Select the desired color to change the appearance of the left sidebar:

<img alt="BA069B08-1828-4A5C-8695-E0933419C805.png" />

**General Settings** include page visibility, pagination, and comments. Use General Settings to customize the language and text used to communicate the various sections of the page.

* **Visibility** changes the visibility of the Course Dashboard and Search bar. Hide or show the Dashboard and/or Search bar by customizing the Visibility General Settings.
* **Pagination** allows you to truncate the number of Lessons and/or Modules displayed on a single page.


# Disconnect accounts from the Kajabi File Picker
Source: https://help.kajabi.com/articles/products/courses/how-to-disconnect-your-accounts-from-the-kajabi-file-picker

Disconnect Dropbox or Google Drive accounts from the File Picker in Kajabi.

You can disconnect Dropbox or Google Drive accounts from the File Picker in Kajabi to connect a different account or remove the connection.

<div>
  <iframe />
</div>

## Disconnect accounts from the File Picker

To upload files to Kajabi (e.g., downloadable files in a Course Lesson, video files, images) you can select your files from various locations including:

* Your device
* Dropbox
* Google Drive
* Or with a Link

However, if you wish to connect different accounts or simply remove current accounts, you must disconnect accounts from the File Picker.

1. Open the **File Picker** (it can be found throughout Kajabi in Products, Pages, Email Campaigns, and even your Settings).
2. Select the **File Manager** (e.g., Dropbox or Google Drive) connected to the account you wish to disconnect.
3. Click **Sign Out** to remove the connection:

<div>
  <iframe />
</div>


# Duplicate a Course
Source: https://help.kajabi.com/articles/products/courses/how-to-duplicate-your-course-product

Create a copy of Course content to reuse across Products or sites.

Duplicating a **Course** creates an identical copy of your course content, making it easy to reuse material across different products or sites.

<Note>
  **Note:**
  As of now, it's not possible to duplicate a Podcast, Coaching Product, or Kajabi Community.
</Note>

## Duplicate a Course

1. Open the **Products** tab from the Dashboard.
2. Click the **Courses** tab.
3. Locate the Course you wish to duplicate.
4. Click the `…` icon to the right of your Product title.
5. Select **Duplicate**.
6. If you have more than one Kajabi site within your account, you can choose to duplicate the Course to a **different site** using the drop down menu.
7. Once you have chosen which site to duplicate the product to, click **Duplicate**.
8. The duplication progress will be started. An email will be sent to you when the product has finished duplicating:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  If the duplicate feature is disabled, you may have reached your Product limit associated with your Kajabi Plan. It is important to note that Products created in other sites associated with your account will count toward your Product limit (i.e., Products in multiple sites or a Kajabi Partner site). [Learn more about the features included with each Kajabi Plan](https://kajabi.com/pricing).
</Note>

**Having trouble seeing the duplicating progress?** Refresh your Product page to view the progress of your duplicated Product.

You will receive an email at the email address associated with your account when the duplication process has completed.

After your Course has completed the duplication process, you will see an identical Course in the Products tab with the original Course title and a number identifying its position in the number of duplicated Products.

For example:

* Mini Course 1 is the first of that Product to be duplicated.
* Mini Course 5 is the fifth of that Product to be duplicated.

<Note>
  **Note:**
  Duplicating a Course does not add your customers to the duplicated Course. Only your Course content is duplicated. If you have an Assessment attached to your Course, the Assessment will **not** be duplicated and will need to be remade for the duplicated version of the Course.
</Note>


# Embed a calendar in a Course
Source: https://help.kajabi.com/articles/products/courses/how-to-embed-a-calendar-in-a-course-product

Embed a calendar in the main page of a Course to display availability and upcoming events.

Embedding a **calendar** in a Course is a great way to communicate your events, future lessons, launches, and availability to your customers.

<div>
  <iframe />
</div>

First, choose your preferred calendar (e.g., Google Calendar, Calendly, Acuity, Hubspot, etc.) and copy the embed code.

For the purpose of this guide, we will use Google Calendar to embed a calendar onto our main Course Page:

<img alt="86147AB5-0708-4CCE-B044-DF0201514913.png" />

## Copy the calendar embed code

Before embedding a calendar in a Course, create the calendar and configure it to display your desired events.

After your calendar is ready to embed (with all the events you wish to share with your customers) copy the embed code:

<img alt="1605E050-9311-47F8-AF66-A4FD66C3EF8A.png" />

Read [Google's Guide to embedding a Google Calendar](https://support.google.com/calendar/answer/41207?hl=en) to learn how to copy their embed code.

This step will vary depending on the calendar of your choosing. If you are using a different calendar, refer to their support guides to create and copy the embed code.

## Paste the embed code into a Course

After copying your embed code, navigate to your Kajabi account to paste the code into a Course:

1. Open the **Products** tab from the Dashboard.
2. Click into an existing Course or [create a new one](../../products/courses/courses-overview).
3. Select the **Customize** tab.
4. Hover over your Product Template and click **Customize**.
5. In the left sidebar, select the section of your Course where you wish to add the calendar.
6. Click **Add Content**.
7. Select a **Code** block as the content type.
8. Paste the **embed code** into the Code block.
9. Click **Save** to embed your calendar:

<div>
  <iframe />
</div>


# Embed a Community Channel in a Course
Source: https://help.kajabi.com/articles/products/courses/how-to-embed-a-community-channel-in-your-course

Link a Course and Community by adding a Channel widget to a Course template.

## Embed a Channel

<Note>
  **Note:**
  Only Public Channels can be embedded into Courses at this time. It is not currently possible to embed a Private Channel.
</Note>

Choose to embed either a chat-style or feed-style Channel. The embedded Channel will appear in the main body of your Course page:

<img alt="Kajabi_-__admin_themes_2155307136_settings_edit.png" />

<Note>
  **Note:**
  The Channel widget is currently only available for the updated Premier and Momentum templates. If you're using a different Course template, or an older template version, you'll need to switch to the latest version of either Premier or Momentum before you can embed a Channel in your Course. If you embed a Channel and later change your Course template, you'll need to add the Channel widget to your new template manually. [Learn to install and activate a new Course template](../../products/courses/course-templates).
</Note>

Use the search bar at the top of the Channel widget to search the Channel feed for a specific post:

<img alt="Welcome_to_my_first_site_.png" />

Click the link at the top right of the Channel widget to easily access the full Community product:

<img alt="Welcome_to_my_first_site_.png" />

<Note>
  **Note:**
  Embedded Channels in Courses will only appear on the web at this time. This feature is not currently available for the Kajabi mobile app.
</Note>

## Link an Access Group to a Course

To embed a Channel, first link the Channel's Access Group in your Course settings and ensure that the Access Group is added to your Course Offer(s).

<Note>
  **Note:**
  There are two requirements for linking to an Access Group from your Course: (1) Your Course Theme must be Momentum 6.3.0, Premier 7.3.0, or newer and (2) There must be a Kajabi Community Product created on the same site as your Course.
</Note>

### Set up the link

1. From your dashboard, select **Products**.
2. Open the Course product where you want to link your Community.
3. Click the **Settings** tab.
4. Navigate to the Community settings.
5. Click to **toggle on** "Enable community for this course."
6. Then, select your Community **Access Group** from the drop-down menu.
7. Click **Save**:

<div>
  <iframe />
</div>

Next, check if your Community Access Group is included in all of your Course Offers. If not, you'll need to add it to the Offer(s) or else your students won't be able to view the Channel you embed in your Course. [Learn to add an additional product to an Offer](../../sales/offers/how-to-connect-additional-products-to-your-offer).

## Add a Channel Widget to a Course template

Once you've linked your Course to a Community Access Group, you must embed the Community widget in your Course template to make it viewable directly inside of your Course.

<Warning>
  **Important:**
  Publishing a post to the Community Widget in Preview Mode will post directly to your Community.
</Warning>

<Note>
  **Important:**
  Before you proceed, make sure you've updated to the latest version of the Premier or Momentum template.
</Note>

### Update the template

1. From inside your Course product, click the **Customize** tab.
2. Click … on your active Course template to open the options menu.
3. Select **Update template**:

<img alt="Kajabi_-__admin_products_2148293897_themes.png" />

### Add a Channel widget

1. From inside your Course product, click the **Customize** tab.
2. Place your cursor over your active Course template and click **Customize**.
3. Navigate to the left sidebar editor Sections tab and select **Community widget**.
4. Then, choose the Channel you want to embed from the Channel's drop-down menu:

<div>
  <iframe />
</div>

## Choose Channel branding

Finally, choose to either apply the branding settings from your Community to your Channel widget or manually select your branding choices.

**To choose your branding:**

* Option 1: Check the **Link to community Channel settings** checkbox to import your Community branding settings.
* Click **Preview** to view your changes. (Important note: If you submit a Channel post on the Preview page, your post will appear in your live Community Channel).
* Once you're satisfied with your branding, click **Save**:

<div>
  <iframe />
</div>


# Embed a GIF in a Product lesson
Source: https://help.kajabi.com/articles/products/courses/how-to-embed-a-gif-in-your-product-lesson

Add animated GIFs to the body of a Product lesson using GIPHY.

Embedding a **GIF** to the body of a Product Lesson can be helpful for including moving visuals to your digital resource. GIFs can be used to provide a visual representation of your lesson, personalize a product, and more.

<div>
  <iframe />
</div>

## Create a GIF on GIPHY

If you want to convert your video into a GIF:

1. Go to [GIPHY](https://giphy.com/) and select **Create** at the top of the page.
2. Drag and drop your content into the specified area.
3. Stylize and add copy and filters to your GIF.
4. Choose **Upload to GIPHY** to complete your GIF.
5. Then, click **Embed** and copy the Embed Code:

<div>
  <iframe />
</div>

## Embed a GIF in a lesson

Now that you have created and uploaded your GIF to [GIPHY](https://giphy.com/) you can now attach it to the **Body** of your **Lesson:**

1. Start from the Dashboard and choose **Products**.
2. Then, select **All Products**.
3. Select the Product that contains the Lesson you want to add your GIF to.
4. Select the **Lesson** that your GIF will be embedded within.
5. Scroll down to the **Body** section and select the **Source Code** button at the top left of the section.
6. Paste the embed code of your GIF from GIPHY and watch as it appears in the Body section of your Lesson.
7. Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Embed videos in a Product lesson
Source: https://help.kajabi.com/articles/products/courses/how-to-embed-videos-in-a-product-lesson

Embed video into a Product lesson from external hosting platforms such as YouTube or Vimeo.

You can **embed video** into a Product Lesson from external video hosting platforms such as YouTube or Vimeo.

<div>
  <iframe />
</div>

This guide refers to embedding a video from video players like Vimeo and YouTube onto your Product Lesson. If you are looking to add a video directly onto a Kajabi page or Funnel page, please refer to the guide [here](../../website/pages/how-to-add-a-video-block-to-your-pages).

## Embed a video in your Lesson

Vimeo and YouTube do not allow downloading videos from their sites. However, you can share videos through popular social media platforms and by sharing with the Video Embed Code.

Share a video in your Product Lesson with the Video Embed Code:

1. First, copy the embed code you would like to embed into the Body of your Product Lesson.
2. Navigate to your Kajabi account.
3. Open the **Products** tab from your Dashboard.
4. Click into an existing Product or [create a new one](../../products/courses/courses-overview).
5. Select the Product Lesson where you want to embed the video.
6. Scroll to the **Lesson body**.
7. Open the **source code** editor.
8. Paste the **embed code** into the source code editor:

<div>
  <iframe />
</div>

Looking to embed videos from your Vimeo account? [Check out Vimeo's embedding videos overview](https://vimeo.zendesk.com/hc/en-us/articles/224969968-Embedding-videos-overview).

## Upload videos with links

Uploading Videos into your Product Lesson can be accomplished with video files from Google Drive, Dropbox, your local hard drive, and with links.

However, the Links field will not accept links to a video hosted on a site like YouTube or Vimeo because they are not direct links to the actual video files that the file uploader requires.

Keep in mind, video hosting sites like YouTube and Vimeo do not allow the downloading of videos from their site with a link to protect the creator and owner of the video.

The file uploader in Kajabi requires a file type to accept a YouTube or Vimeo link. For instance, `https://www.youtube.com/watch?v=9C_HReR_McQ` would not be accepted.

Whereas, `http://techslides.com/demos/sample-videos/small.mp4` would be an acceptable file link because of the .mp4.

### Download video from YouTube and Vimeo

* Learn to download videos you have uploaded into YouTube by visiting [YouTube's Help Guide](https://support.google.com/youtube/answer/56100?hl=en).
* Learn to download videos you have uploaded into Vimeo by visiting [Vimeo's Help Center](https://help.vimeo.com/hc/en-us/articles/224823567-Direct-links).

After downloading your videos from YouTube and/or Vimeo, upload your downloaded video into your Product Lesson in Kajabi. Learn to [upload media to your Product Lesson](../../products/courses/how-to-upload-media-to-your-course-lesson).


# Enable Premium Video
Source: https://help.kajabi.com/articles/products/courses/how-to-enable-premium-video

Stream and record live sessions in High-Definition (HD) for Courses with Premium Video.

**Premium Video** is Kajabi's high-definition (HD) streaming and recording feature in your Courses.

HD greatly improves the visual quality of your video session because it has a higher pixel count than the standard definition (SD) with a resolution of 1920x1080 pixels (i.e., 1080p) compared to the standard definition of less than 720 pixels (i.e., 720p).

With Premium Video, you can stream and record your live video sessions in 1080p to improve the viewing experience for your customers.

Pair your Premium Video feature with an HD video recorder (e.g., HD cameras and camcorders) and significantly improve your customers' overall user experience.

<Note>
  **Note:**
  Lighting can make or break the quality of your video, so be sure you record in a well-lit room. To ensure a high-quality stream, we recommend checking your connection strength before you begin recording.
</Note>

## Set up Premium Video

To enable premium video:

1. Open the **Products** tab from your Dashboard.
2. Click **Courses**.
3. Select your desired course.
4. Navigate to **Settings**.
5. Scroll down to **Live video session**.
6. Toggle on **Enable live video**.
7. Select **Premium Video** to enable.
8. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>


# Go live in a Course
Source: https://help.kajabi.com/articles/products/courses/how-to-go-live-in-your-course-product

Add a live video session to Courses to engage with customers.

Engage with your course customers with regularly scheduled live sessions. With **Course Live Video**, you can design your course with a live session to recap the lessons they have learned and develop a course that includes weekly workshops.

With Live Video in a Course, you can create a product that serves your customers, strengthens your curriculum, and reinforces the value you have to offer.

### Customer experience

Creating a live session in your course will display the course live video section at the top of your course outline.

Your customers can view your live session by opening the Categories tab within their course.

<div>
  <iframe />
</div>

## Go live in a Course

### Add a live video to a course

To add a live video to a Course:

1. Open the **Products** tab from your Dashboard.
2. Select **Courses**.
3. Open an existing course or [create a new course](../../products/courses/courses-overview).
4. Click **Settings** from your Course.
5. Click **Provide a live video session for this course**.
6. Enter the Title, Session Description, and Schedule.

<Note>
  **Note:**
  Adding a schedule can help set expectations for when your course customers can join your sessions. An email can be sent to notify your customers whenever you join your live session.
</Note>

7. Click **Save** to create your live video session:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Adding a schedule to your live video details can provide structure for your customers taking your course to easily understand when they can join your live video session(s). However, you can go live whenever you want, even if it is not stated in your schedule. By starting your live video session, you have the option to have an email sent notifying your customers that you have started a live video session.
</Note>

### Start a live video session

Start your live video session and notify your course customers that they can join your session.

To go live in your course live video:

1. Open the **Products** tab from your Dashboard.
2. Select **Courses**.
3. Open the course with your live video session.
4. Click **Go live** in the Course Live Video card.
   * Select **Yes, notify** to notify your course customers through an email notification with a link to join your live session in the pop-up modal.
   * Select **No, just go live** to start your live session without sending an email notification to your course customers.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Live sessions are limited to 200 participants.
</Note>

### Customize live session settings

As an admin, you can customize your live video session settings. Adjust your camera, microphone, video settings, and more to customize your customer's experience with your live session.

### Camera

Click the camera icon to quickly turn your camera on or off.

Hover over the camera icon to access more camera settings: select the camera used to display your video, set background effects to create a professional setting, and adjust your video and audio settings.

<img alt="D2D9494A-9F5F-4341-B181-EC28C92C5657.png" />

### Microphone

Click the microphone icon to quickly mute yourself or prepare to speak.

Hover over the microphone icon to access more audio settings: select the device used for sound input, select the device used for sound output, toggle on noise reduction to dampen unwanted audio, and adjust your audio and video settings.

<img alt="0DEDC7CC-C51A-4772-A382-DD0A938B37BA.png" />

### Share

Present to your course customers by sharing your screen.

<img alt="4AE21A15-FAEB-479E-BC4A-1FEAC772BF83.png" />

### Record

<Note>
  **Note:**
  Be sure to ask your live session participants for permission to record them before you start recording.
</Note>

Record your live session by clicking the Record icon:

<img alt="6BF7CC6A-0C21-4BAF-9F84-A8CAAC5B96E7.png" />

<Note>
  **Note:**
  Provide your viewers with a high-definition viewing experience with Premium Video by recording and streaming in 1080p. [Learn to record with Premium Video](../../products/courses/how-to-enable-premium-video).
</Note>

After your live session recording has ended, you will receive an email to your account email address from Kajabi containing your recording file, details, and a link to go to your course and access your recording.

Download the recording from your email or go to your course to access your recording.

Example email with recording file:

<img alt="CleanShot_2023-05-01_at_12.44.27_2x.png" />

With your recorded video, you can create a new course lesson by clicking **Recordings**:

<img alt="450C9592-6E01-44F3-8733-B1AB51533F00_4_5005_c.jpeg" />

Then, select **Create lesson**:

<img alt="BA4A556A-5D80-4847-9ED4-41A4C289A8D0.png" />

Want to automatically upload your recording to a lesson and auto-publish your lesson?

Configure your Live Room Recordings settings in your Course Settings tab to enable automatic uploads and auto-publishing:

<div>
  <iframe />
</div>

### React

Send an emoji out to your live video session participants to share your reaction to the conversation:

<img alt="40942BF9-C0DD-454A-BA7C-8665EFB12C72.png" />

### Chat

Use the Chat icon to send a message to your course customers.

<img alt="70CE0862-1EF0-403F-81DB-6A1DA874071A.png" />

### People

View and adjust participant settings to control the participant's video and audio, spotlight a participant, or remove from the live session.

<img alt="EE06B080-6E85-4E34-B3D9-7D77ABA1E031.png" />

By hovering over the People icon, you can create Breakout Rooms and have small-group discussions:

<img alt="A6F76175-A94D-4E86-8B5D-9AC89BE4C752.png" />

Selecting **Breakout Groups**, you can set your number of groups, assign participants to your groups, and move your participants between groups:

<img alt="43E31842-C45E-4346-AC41-4F2EF6218336.png" />

### Leave

Click the Leave icon to end your live session.

<img alt="DAD71AF0-0C4F-4E47-928B-4730CD23D1C3.png" />

## Manage Course live video

Manage your course live video by updating the live video session details, copying the session link to share with your customers, or by disabling your live session.

Course Live Video is made possible with the same video software used within Kajabi Communities. If you are having trouble with your live session, [learn how to troubleshoot your live room](../../products/community/troubleshooting-your-live-room).

### Edit live video session details

Update your live video session title, description, and schedule:

<img alt="4266C02B-30E3-4907-AAFB-6E0987BE2A7F.png" />

### Get session link

Copy and share your session link and share with your course customers. With your session link, you can create email campaigns for your course customers leading up to your session and include your session link to help your customers join your live session:

<img alt="E984850F-A5CE-4581-9448-AE6BCB557AC2.png" />

### Disable live session

Want to disable and shut down your course live video? Open more details in your live session and select **Disable live**. This will open your Course Settings. Simply toggle off **Provide a live video session for this course** to disable it.

<img alt="29724D3D-F9B5-4859-88F1-E1A8DE3A887A.png" />

## Using a third-party video platform

If you would like to use a third-party platform to meet live instead of the Go Live feature, you will need to disable it for your course. Then, create a lesson where you add your meeting link in the lesson description box. After that, you can send a Product Announcement to your students who have access to that course, informing them about the lesson and providing the meeting link.


# Import a Course lesson or quiz
Source: https://help.kajabi.com/articles/products/courses/how-to-import-a-course-lesson-or-quiz

Add a course lesson or quiz from an existing Course to save time.

If you've already built a lesson or quiz in another Course, you don't have to recreate it from scratch, you can import it into the Course you're working in. Importing creates an independent copy, so any edits you make later won't affect the original.

\*\* To import a lesson or quiz from an existing course:\*\*

1. From your Dashboard, click **Products** in the left sidebar.
2. Click **Courses**.
3. Click a **Title** to open the existing Course you wish to update.
4. In the **Course Outline**, click **+ Add Content** in a module.
5. Select **Import from another course**.
   <img alt="Import From Another Course" title="Import From Another Course" />
6. Select the source **Course**, the **module** it lives in, and the specific **lesson or quiz** you want to bring over.
7. Then, click **Import**.

<img alt="Course Import Existing" />

<Note>
  **Note:** \
  Keep in mind that imported lessons and quizzes are duplicates, not links — they live independently in their new Course. That makes them safe to customize without worrying about overwriting the original.
</Note>


# Link a Community to a Course sidebar
Source: https://help.kajabi.com/articles/products/courses/how-to-link-to-your-community-in-your-course-sidebar

Add a Community link to a Course sidebar so customers can navigate between products.

If you've bundled your Course and Community into a single Offer, adding a sidebar link helps customers move seamlessly between the two products. This guide walks you through copying your Community URL and adding it as a custom block in your Course sidebar.

## Copy your Community URL

1. From your dashboard, select the **Products** tab.
2. Select the **Community** tab.
3. Click the **Go to Community** link next to your Community name. Your Community opens in a new browser tab.
4. Navigate to the Community page you want to link.
5. Copy the URL from your browser's address bar.

<div>
  <iframe />
</div>

## Add the link to your Course sidebar

1. Return to the browser tab where you're logged into Kajabi.
2. Select **Courses** in the left sidebar, then click to open the Course where you want to add the link.
3. Select the **Customize** tab.
4. Hover over the course template image and select **Customize**.
5. In the left sidebar of the template editor, click **Product Sidebar**.
6. Select **Add Content** and choose **Custom Block**.
7. Add information about your Community such as a title, image, and description. Update the **CTA Text** field to indicate that clicking the button leads to your Community.
8. In the first CTA field, select **Go to a URL**. Paste the Community URL you copied into the second field.
9. (Optional) Select the **Open in New Window** checkbox to open the URL in a new browser tab.
10. Click **Save**.

<div>
  <iframe />
</div>

<Note>
  **Note:** If you're using the Momentum course template, select **Dashboard Sidebar** instead of **Product Sidebar**, click **Add Content**, then select **Card** as the content type.
</Note>

***

## Add a Course to a Community sidebar

Kajabi links a Community into a Course, but you can also point the other way. By adding your Course as a **custom page**, you give members a link to it from your Community's left sidebar — handy for cross-selling other programs or sending members back to their lessons without leaving the Community.

Because Kajabi lets you select a Product as the page source, you can point straight at your Course, no need to copy a link.

## Add a Course as a custom page

1. In your Community's left sidebar, click the **ellipsis icon** beside the search bar.
2. Click **Create New**, then select **Custom Page**.
3. Enter a **Name** for the page.
4. Set **Source** to **Product**, then select your Course from the dropdown below it.
5. Toggle on **Open link in new tab** so the login-protected Course opens correctly.
6. Set the **Access Group** that should see the page.
7. Click **Save**.

<br />

<Note>
  **Note:** Who can see the custom page?

  Only members in the **Access Group** you assign to the page. Choose the group whose members should have access to that Course.
</Note>


# Manage Course comments
Source: https://help.kajabi.com/articles/products/courses/how-to-manage-course-comments

Configure and manage comments in Course lessons.

Your customers' comments in a Course Lesson can be configured to be visible, hidden, or locked per lesson when comments are enabled for a Course.

This article refers only to Courses. Looking to manage comments in a Community Product? [Learn to use Post Actions to manage comments in a Community Product](https://help.kajabi.com/hc/en-us/articles/360049178733)

Looking to manage your notifications for course comments? [Learn to update your email notifications](../../account-settings/notifications/update-email-notifications).

## Enable or disable comments

Enable or disable comments in your Courses. By enabling comments in your Courses, you can individually configure comment behavior per lesson (i.e., make it visible, hidden, or locked).

### Set comment settings

1. Navigate to your **Products** tab.
2. Select the **Course** you wish to update.
3. Open **Settings**.
4. Scroll to the bottom of the page to **Comment Settings**.
5. Select **Enable comments** to enable or disable your comments.
   * Enabled: Toggle is dark black.
   * Disabled: Toggle is a light grey.
6. Be sure to click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

If you enable comments, you can change the comment visibility per lesson or lock all comments from your Course Settings:

<img alt="Kajabi_-__admin_products_2148293897_edit.png" />

## Change comment visibility

Change the visibility of the comments for each Course Lesson:

1. Open the **Products** tab in the Dashboard.
2. Select an existing **Course** or [create a new one](../../products/courses/courses-overview).
3. Click an existing **Course Lesson** or [create a new one](../../products/courses/create-a-lesson).
4. Navigate to the **Comment** section on the right side of the page.
5. Select your desired **Comment** visibility:

<img alt="Screen_Capture_Result.png" />

### Visible

A "Visible" comment box will be visible on the page, will show existing comments in the thread, and will give your users the ability to add new comments:

<img alt="Cursor_and_Welcome_to_my_first_site_.png" />

### Hidden

A "Hidden" comment box will not be visible on the page and will not show existing comments in the thread:

<img alt="Welcome_to_my_first_site_.png" />

### Locked

A "Locked" comment box will remove your users' ability to add new comments. However, any existing comments will still be visible:

<img alt="Welcome_to_my_first_site_.png" />

<Note>
  **Note:**
  If you wish to disable comments for individual contacts, you can mute specific contacts. [Learn about muting customers on Kajabi](https://help.kajabi.com/hc/en-us/articles/360041542213).
</Note>

## Manage comments in Course lessons

Access the Comments Manager for your Courses in your Products tab:

1. Open the **Products** tab from your Dashboard.
2. Select the **Courses** tab.
3. Then, click **Manage Comments**.
4. This will take you to the Comments Manager in your Kajabi Admin:

<div>
  <iframe />
</div>

Access the comments from a specific course:

1. Select the Course from the **Courses** tab.
2. Click the **Ellipses (three dot)** icon at the top right next to the preview.
3. Then, select **Manage Comments**:

<img alt="Manage Comments option in Course ellipses menu" />

## Delete and restore comments

### Delete a comment

1. Open the **Products** tab from your Dashboard.
2. Select the **Courses** tab.
3. Then, click **Manage Comments**.
4. Select the checkbox to the left of the comment you want to delete.
5. Click the **Delete** button:

<div>
  <iframe />
</div>

### Restore a deleted comment

1. Open the **Products** tab from your Dashboard.
2. Select the **Courses** tab.
3. Then, click **Manage Comments**.
4. Click the **Deleted** tab to view all deleted comments.
5. Select the checkbox to the left of the comment you want to restore.
6. Click the **Restore** button:

<div>
  <iframe />
</div>

Locate your restored comment in the **Read** tab.


# Preview a Product
Source: https://help.kajabi.com/articles/products/courses/how-to-preview-your-product

Test the customer experience by previewing a Product before publishing.

**Previewing a Product** lets you test the experience customers will have before making it live.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Preview your Product in Desktop and Mobile view by [customizing the Product Template](https://help.kajabi.com/hc/en-us/articles/360043665393) and clicking the device icon in the bottom right corner of your Product Preview.
</Tip>

## Preview a Product

Your newly created Product will display the generic, default Product template. This template is not customizable, but you can select one of Kajabi's Product templates to create a custom, branded appearance for your customers.

<Note>
  **Note:**
  Selecting a customizable site template will allow you to design your site according to your brand. However, you will not be able to revert to the empty, default site theme after selecting your customizable site template.
</Note>

### Preview Product appearance

1. Open the **Products** tab from your Dashboard.
2. In All Products, select the **Product** you wish to Preview.
3. Then, select the **Preview** icon at the top right:

<img alt="Preview_a_Product.png" />

4. You will be redirected to a new tab in your browser to preview your Product:

<img alt="Product_Preview.png" />

<Note>
  **Note:**
  If you have installed a different Product Template, your Product may look different from the example above. And it is important to note that there are slightly different steps required to Preview a Community Product. [Learn how to view your Community](https://help.kajabi.com/hc/en-us/articles/360043015334).
</Note>


# Rename and export a Course template
Source: https://help.kajabi.com/articles/products/courses/how-to-rename-and-export-your-course-product-template

Rename a Course template or export it as a .zip file.

You can rename or export a **Course template** from the Customize tab in the Product editor.

<div>
  <iframe />
</div>

## Rename a Course template

1. Open the **Products** tab from the Dashboard.
2. Select the Course you wish to edit or [create a new one](../../products/courses/courses-overview).
3. Click **Customize**.
4. Navigate to the Product Template card and click `…`.
5. Select **Rename template**.
6. Enter your new Template Name and click **Save** to apply your changes:

<div>
  <iframe />
</div>

[Learn to customize your Product Template](../../products/courses/course-templates).

## Export a Course template

1. Open the **Products** tab from the Dashboard.
2. Select the Course you wish to edit or [create a new one](../../products/courses/courses-overview).
3. Click **Customize**.
4. Navigate to the Product Template card and click `…`.
5. Select **Export as zip**:

<div>
  <iframe />
</div>

After your page has finished exporting, check your email inbox associated with your account for an email from Kajabi to download the .zip file of your exported Course template.

With your exported .zip file, import your Product Template onto a different site on Kajabi or share your Product Template with a friend.

<Note>
  **Note:**
  For security purposes, the link provided in the email will expire in 7 days from the date of export. If the link expires before you have the chance to download the .zip file, repeat the export steps to receive a new link.
</Note>


# Rename the Downloads section title in a Product
Source: https://help.kajabi.com/articles/products/courses/how-to-rename-the-title-of-the-downloads-section-in-a-product

Customize the title of the Downloads section within a Product post.

To brand your Product according to your language, customize the title of the **Downloads** section within the Post of your Product.

<div>
  <iframe />
</div>

## Rename the Downloads section in a Post

1. Open the **Products** tab from your Dashboard.
2. Then, select the Product you would like to customize.
3. Click **Customize**.
4. There, hover over the image and click **Customize** to enter the Theme Editor.
5. Open the dropdown menu at the bottom of the sidebar and select **Post**.
6. In the sidebar, select **Post Sidebar** or **Action Buttons** depending on your Product Theme.
7. Then, click **Downloads**.
8. There, enter your desired title in the **Downloads** field.
9. Then, click **Save**:

<div>
  <iframe />
</div>


# Schedule Live Video sessions for a Cohort Course
Source: https://help.kajabi.com/articles/products/courses/how-to-schedule-live-video-sessions-for-a-cohort-based-course

Engage with students in real time by scheduling Live Sessions using Kajabi Live Video or a custom location.

You can schedule Live Sessions for a Cohort Course to engage with students in real time using either Kajabi Live Video or a custom session location.

<Note>
  **Note:** Cohort Courses are only available with the Growth and Pro Plans. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## Add a Live Session to the cohort outline

1. Select **Products** from the Dashboard.
2. Then, select **Courses**.
3. Click to open the **Cohort Course**.
4. Then, click the Title of the specific cohort you want to edit.
5. Click **+ Add Content** next to the module where you want to add a Live Session.
6. Select **Live Session** as the content type.
7. A modal popup will appear. Select the module, enter a **Title**, and click **Create Live Session**.

## Schedule a Live Session

1. Click the **Title** of the Live Session to open it for editing. (Or, click the yellow **Not scheduled** button and select **Edit lesson session**.)
2. Update **Session title** and **Description** as desired, and optionally upload any downloadable resources you'd like to include.
3. (Optional) Add any **Agenda items** to discuss during the live session. These items will be viewable by your students.
4. Click **Save** to apply your changes.
5. Next, go to the top right of the page and click **Schedule session**:
   <img alt="Cohortfull" />
6. Select the **Date, Time**, and **Timezone** for your session.
7. Input the **Location** for your session (either Kajabi Live Video or a custom location).
   <Note>
     **Note:** If you choose a custom location, students will see the URL or Description entered for it on the Live Session page in the Course.
   </Note>
8. Finally, choose your **Session Duration** and click **Schedule**:
   <Frame>
     <img alt="Schedule Live Session" />
   </Frame>
   \
   A notification email announcing the scheduled session is then sent to all students who've opted into email notifications.

<Note>
  **Note:** To add a video recording of the session after it has taken place, use the **Session recording** video file uploader.
</Note>

## Set Live Sessions to automatically record

If you wish for your cohort Live Sessions to automatically be recorded and uploaded to that session once the session has been completed:

1. Select **Products** from the Dashboard.
2. Then, select **Courses**.
3. Click the **Title** to open the Cohort Course.
4. Select **Settings**.
5. Under Live Sessions, toggle **Automatically upload recordings to your live session page** to **ON**.
6. Click **Save** to apply changes.

## Edit, reschedule, or cancel a Live Session

### Edit a Live Session

Change the Session Title and Description, upload a session recording, add a resource for students to download, or mark the session complete.

**To edit a Live Session:**

1. Click the **Title** of the Live Session to open it for editing. (Or, click the **Scheduled/Not scheduled** button and select **Edit lesson session**.)
2. Update the session **Title** and **Description**, upload the session recording, update downloadable resources, and/or mark the session complete as desired.
3. Click **Save**:

<img alt="Screenshot_7_23_25__11_09 AM.jpg" />

### Reschedule or cancel a Live Session

Need to reschedule or cancel a session you've already scheduled? Simply follow the steps below.

**To reschedule a Live Session:**

1. Click the **Title** of  the Live Session to open it for editing. (Or, click the green **Scheduled** button and select **Edit lesson session**.)
2. Near the top right corner of the page, click **Reschedule session**.
3. Enter a new date, time, and/or time zone for your session.
4. Confirm or update your session location and duration, and click **Schedule**:

<div>
  <iframe />
</div>

A notification email announcing the new session time will be sent to all students who've opted into email notifications.

**To cancel a Live Session you've scheduled:**

1. Click the **Title** of  the Live Session to open it for editing. (Or, click the green **Scheduled** button and select **Edit lesson session**.)
2. Click **…** to the right of the "Reschedule session" button.
3. Select **Cancel session**.
4. A popup modal will appear. Click **Cancel session** to confirm:

<div>
  <iframe />
</div>

A notification email announcing the session cancellation will be sent to all students who've opted into email notifications.

## Delete a Live Session

To delete a Live Session you've created:

1. Click the status button (**Scheduled** or **Not scheduled**) to the right of your session.
2. Select **Delete live session**.
3. A popup modal will appear. Click **Delete Live Session** to confirm:

<div>
  <iframe />
</div>

## Start a Live Session

<Note>
  **Note:** If you chose a custom session location off Kajabi, you won't see the button to start a Live Session on the Kajabi Live Session page. You'll need to go to the custom location to start the session.
</Note>

To start a Live Session with Kajabi Live Video:

1. Click the **Title** of the Live Session to open it. (Or, click the green **Scheduled** button and select **Edit lesson session**.)
2. Near the top right corner of the page, click **Start session**. The Kajabi Live Video launcher will open in a new browser tab.
3. Verify that all camera and microphone settings are correct.
4. Click **Join** to start your session and enter the live video room:
   <img alt="Join Session" title="Join Session" />

A notification email announcing the start of the session is sent to all students who've opted into email notifications, and they'll also be notified when the session ends.

Be sure to notify students if you're recording the session. If you're using Kajabi Live Video, you can conveniently download session recordings in the Live Session editor afterward and then upload them to the Course:

<img alt="Uploadfileslivecohortsession" />

## How students join a Live Session

Students join a Live Session via the **Live Session page** inside the Course. They can open this page by clicking on the **Title** of the Live Session in the Course outline.

If you're hosting your session with **Kajabi Live Video**, students simply click the **Join session** button to join a Live Session you've started:

<img alt="Cohort Sessions" />

If using a custom session location instead of Kajabi Live Video, students see the **Location URL** or **Description** entered in the Live Session **Settings** instead of a "Join" button.

<Tip>
  **Tip:** Learn more about [how to customize Kajabi Live Video settings](../../products/coaching/how-to-create-a-live-video-session#h_01G1RA4AX7Z920BA76CCQN5XDS).
</Tip>


# Search through closed captions in a Product lesson video
Source: https://help.kajabi.com/articles/products/courses/how-to-search-through-closed-captions-in-a-product-lesson-video

Find specific text in closed captions for a lesson video.

You can search for specific text in closed captions for a lesson video, making it easy to find exact moments in content.

<div>
  <iframe />
</div>

## Search as a customer

1. Upon logging in, a customer must click on the Product with the Video they want to search.
2. Then, click the Product Lesson containing the video.
3. When viewing the Product Lesson video, click the **CC** button on the lower right side of the player.
4. Select **Search Video** and type in the text they would like to search:

<div>
  <iframe />
</div>

## Search as a Kajabi Admin

1. Open the **Products** tab from your Dashboard.
2. Then, select the Product containing your Video Lesson.
3. In the Product, click on the Lesson with the Video you want to search.
4. Then, click **Preview**.
5. When viewing the Product Lesson video, click the **CC** button on the lower right side of the player.
6. Select **Search Video** and type in the text you want to search:

<div>
  <iframe />
</div>


# Segment, tag, or track customers by video watch progress
Source: https://help.kajabi.com/articles/products/courses/how-to-segment-tag-or-track-customers-who-have-watched-a-portion-of-a-video

Create an automation to track customers who have not completed a video in a Course lesson.

You can create an automation to track customers who haven't completed a video in a Course lesson, allowing you to identify and re-engage them.

<div>
  <iframe />
</div>

## Create a Tag

To segment, tag, or track customers who've only watched a portion of a Course lesson video and haven't completed it, you'll need to create an Automation:

1. Open the **Products** tab from your Dashboard.
2. Then, open the Course where you want to do your tracking.
3. Click on the **Course lesson** with the video you want to track.
4. Inside the Lesson Editor, scroll down to Automations and click **+ Add Automation**.
5. Click on the dropdown menu in the **Then** field and select **Add a tag**.
6. Create a tag for those who've completed the Course lesson by entering the tag name into the **Type to add a new tag...** field.
7. Then, click **Save**:

<div>
  <iframe />
</div>

## Filter contacts by Tag

Once you've tagged customers, you can use filters to view the segment of customers who have the tag applied to them. You can also use filters to view the customer segment *without* the tag.

### Filter contacts after adding a Tag

1. Open the **Contacts** tab from the left sidebar.
2. Click on **Filters** to filter your contacts.
3. In the **Category Filter** dropdown menu, select **Products**.
4. For the **Conditional Filter**, select **Has**.
5. In the **Value Filter**, select the Course with the Automation.
6. Then, click **+ Add filter** to create an additional filter.
7. In the **Category Filter** dropdown menu, select **Tags**.
8. For the **Conditional Filter**, select **Does not have**.
9. In the **Value Filter**, select the Tag you created for those who completed the Lesson.
10. Click **Apply Filters**:

<div>
  <iframe />
</div>

By doing this, you'll be able to see the customers who haven't completed the Course lesson video.

<Note>
  **Note:**
  To be able to filter for tags in the Contacts tab, you'll need to have created a tag by using Automations. If no tags have been created, you will not have the option to filter for tags.
</Note>


# Set up a live Zoom call or webinar for Product customers
Source: https://help.kajabi.com/articles/products/courses/how-to-set-up-a-live-zoom-call-or-webinar-for-customers-of-a-product

Create one-on-one calls or host a live webinar for Product customers with Kajabi and Zoom.

**Zoom calls and webinars** are a powerful way to connect and engage with Product customers. You can create one-on-one calls or host a live webinar using Kajabi and Zoom through Email Broadcasts.

<Note>
  **Note:**
  The Webinar feature in Zoom is a paid upgrade from the free account. If you wish to use Zoom for free use the [Meeting function](https://zoom.us/pricing). Want to go live in a Course with Kajabi's Built-In Live Video? [Learn more](../../products/courses/how-to-go-live-in-your-course-product).
</Note>

## Set up a webinar in Zoom

Although Zoom is not a native integration on Kajabi, you can use Zoom to host webinars and lead customers to a webinar with Kajabi through the use of Zoom links.

To get started you will need to set up the webinar in Zoom:

1. Log in to the **Zoom account** on a web browser.
2. Select the **Webinar** tab from the sidebar.
3. Click **Schedule a Webinar**.
4. Title your Webinar, add a description, and choose a date and duration.
5. Check that the Host's video will be on when the webinar starts.
6. Select **Record the webinar automatically** if you would like to keep a copy for later use.
7. Click **Save** and scroll down the page to copy the Zoom Webinar link:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Don't need customers to register to the Zoom Call or Webinar? Make sure registration is not required when setting up the Zoom Call.
</Tip>

## Send the Zoom link to customers of a specific Product

1. Click the **Marketing** tab from the Dashboard.
2. Then, click **Email Campaigns**.
3. Click **+ New Email Campaign** and select **Email Broadcast**.
4. Select the Email Broadcast template you wish to use. For this example we will use **Simple Text**.
5. Click **Get Started** and give your Broadcast an Internal Title, then click **Create**.
6. In the "Who will receive this broadcast" dropdown, select **Custom Segment**.
7. In the "Select Filter" dropdown, select **Owns any of these product(s)** and choose the Product containing the customers you wish to send the Webinar Link.
8. Click Apply, then **Save and continue**:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  For one-on-one calls, send this email broadcast to the individual customer. Learn how to [send an email to a single contact](../../marketing/email-campaigns/how-to-send-an-email-to-a-single-contact).
</Note>

## Add the Zoom link and customize the email broadcast

1. After saving your Email Broadcast you will be sent to the **Email Editor**.
2. Scroll down to your Email Content, hover over the email body and click **Edit content**.
3. Click **Button** in the left sidebar to begin editing the Call To Action Button.
4. Customize your Link Text and select **Go to a URL** as the Link Action.
5. Add your Zoom Webinar Link in the text box below.
6. Next, hover over the body of the email and click **Edit** to customize the email body copy in the sidebar editor to inform customers about the webinar details.
7. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  [Learn more about how to customize an Email Broadcast](https://help.kajabi.com/hc/en-us/sections/360007332033-Broadcasts).
</Tip>

## Send the email broadcast at a specific time

1. Click the Back link at the top of the left sidebar to back out of the Email Visual Editor.
2. Add a Subject for your email and click **Save and continue**.
3. Select **Schedule for later**.
4. Select the time and date you would like the broadcast to go out from the **Date & Time** menu. Keep in mind this broadcast contains the link to the Live Webinar.
5. Click Apply and **Confirm** to schedule the email:

<div>
  <iframe />
</div>


# Troubleshoot videos not uploading or playing
Source: https://help.kajabi.com/articles/products/courses/how-to-troubleshoot-videos-not-uploading-or-playing

Resolve issues with video uploads or playback in Kajabi.

If you are experiencing issues uploading videos or videos are not playing properly, refer to this guide for more information.

## Video uploading guidelines

You may encounter video uploading issues due to the video's file size, format, resolution, bitrate, and more.

### Reduce video upload issues

* The video file size is not larger than 4GB. If the video file size is larger than 4GB, use [Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake) to compress the size of the video before uploading.
* The video resolution is between 640px and 3840px (4K) wide.
* The bitrate is between 5,000 - 10,000 kbps.
* The video file is in one of these supported formats:
  * MOV
  * MPG
  * FLV
  * F4V
  * MP4
  * M4V
  * ASF
  * WMV
  * VOB
  * MOD
  * 3GP
  * MKV

If your videos adhere to these guidelines and you are still experiencing issues, continue reading to learn what to do next.

## Video upload troubleshooting

Video uploading issues can occur due to file size, internet speed, browser or cache issues, and more.

### Troubleshoot video uploads

* Compress the video using [Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake) and reupload.
* Try the upload using a different upload method (e.g., from Google Drive, Dropbox, or directly from your computer).
* Try uploading your video using an alternate browser (e.g., if you are using Safari, try using [Google Chrome](https://www.google.com/chrome/)).
* Clear your browser's cache. Here are a few commonly used browsers and their support guides on how to clear their browser cache:
  * **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
  * **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
  * **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.
* Try rebooting your internet connection.

## Videos are not playing properly

### Troubleshoot video playback

* Try uploading your video using an alternate browser (e.g., if you are using Safari, try using [Google Chrome](https://www.google.com/chrome/)).
* Clear your browser's cache. Here are a few commonly used browsers and their support guides on how to clear their browser cache:
  * **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
  * **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
  * **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.
* Try playing your video in a private browsing window. Here are a few commonly used browsers and their support guides on how to open private browsing windows:
  * **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/chrome/answer/95464) to open a New Incognito Window.
  * **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/browse-privately-ibrw1069/mac) to Browse Privately.
  * **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/private-browsing-use-firefox-without-history) to use Private Browsing.


# Upload an audio file to a Product lesson
Source: https://help.kajabi.com/articles/products/courses/how-to-upload-an-audio-file-to-a-product-lesson

Replace the video player with a native audio player by uploading an audio file to a lesson.

You can upload an audio file to a Product lesson to support audio learners by replacing the video player with a native audio player.

<div>
  <iframe />
</div>

## Upload an audio file to a Course lesson

Select Audio as the Course lesson media type to replace the video player with a native audio player. With the native audio player, upload an audio file without any workarounds or custom coding.

Upload an audio file to a Product lesson to provide audio content for customers:

1. Open the **Products** tab from your Dashboard.
2. Edit an existing **Product** or [create a new one](../../products/courses/courses-overview).
3. Then, select the **Lesson** you wish to edit or [create a new lesson](../../products/courses/create-a-lesson).
4. Select **Audio** in the Media Card.
5. Upload your selected audio file by clicking **Pick File**. [Learn about the audio file format](/articles/products/courses/supported-audio-formats).
6. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## Add an image for the audio thumbnail

Stylize the audio player with an image to best fit a brand and business:

1. In the Product lesson editor, click **Select Image** from the Lesson Thumbnail card.
2. Then, upload a new image or select a recent image.
3. **Edit** the image, if needed.
4. Select **Upload File**.
5. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## What customers see

Customers will see an audio player in place of the video player when an audio file has been uploaded as the media type for a Product lesson.

[Learn to preview a Product](../../products/courses/how-to-preview-your-product).

<img alt="Help_Center.jpg" />

<Note>
  **Note:**
  An image uploaded to the audio file will be cropped to only show the center of the image. This is to better fit with the audio player. If you wish to show the whole image, the image will need to be edited to be a smaller size.
</Note>


# Upload media to a Course lesson
Source: https://help.kajabi.com/articles/products/courses/how-to-upload-media-to-your-course-lesson

Add video, audio, or an assessment to a Course lesson.

Craft a [Course lesson](../../products/courses/create-a-lesson) with video, audio, or an assessment to deliver content to customers.

<div>
  <iframe />
</div>

## Media types for Course lessons

Add a single media type to a Course lesson by choosing between:

* Video
* Audio
* Assessment

If you wish to create a Course lesson without any media to bring the focus to text content, alternately select **None**:

<img alt="Course_Lesson_Media_Options.png" />

## Video

When you choose a media file to upload, whether from Google Drive, Dropbox, or your local hard drive, our video partner Wistia will encode the video in the right formats to be delivered to all types of devices with varying internet speeds.

<Note>
  **Note:**
  Video encoding is the process of compressing and/or reformatting the video for distribution. There may be a short time delay before a newly uploaded video is available to view at the highest quality.
</Note>

Upload videos to a Course lesson using Dropbox, Google Drive, and or a link (URL). [Learn more](../../products/courses/uploading-videos-to-your-course-product-lessons)

### Video

<img alt="video_media_in_post.png" />

## Audio

Upload an audio file to a Course lesson to support auditory learners.

[Learn to add audio to a Course lesson](../../products/courses/how-to-upload-an-audio-file-to-a-product-lesson)

### Audio

<img alt="72E718F0-C55C-4553-BA31-432DA738142F.png" />

## Assessment

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset. This feature may still appear in older accounts. The [Quizzes](../../products/courses/course-quizzes) feature is now available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages.
</Note>

Assessments can be used to create quizzes and surveys in Courses and Web Pages. Keep in mind, each Course lesson can only contain one Assessment.

[Learn to add an Assessment to a Course](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product)

### Assessment

<img alt="video_media_in_post__1_.png" />


# Use YouTube Live in a Product
Source: https://help.kajabi.com/articles/products/courses/how-to-use-youtube-live-in-a-product

Stream an event, class, or workshop directly within a Product using YouTube Live.

**YouTube Live** is a tool for creators to connect with their community in real-time. You can use YouTube Live to stream an event, class, or workshop directly within a Product on Kajabi. YouTube Live has tools to help you manage live streams and interact with viewers via webcam, mobile, or encoder streaming.

Looking to add a live video session to Courses? With Kajabi, you can add a live video session to a Course. [Learn to go live in a Course](../../products/courses/how-to-go-live-in-your-course-product).

<div>
  <iframe />
</div>

<Note>
  **Note:**
  **Don't see an embed option?** The YouTube interface may require you to first copy the link to the live stream and paste it into the browser to copy the embed code. [Learn to embed videos and playlists with YouTube's support guide](https://support.google.com/youtube/answer/171780?hl=en)
</Note>

## Verify a YouTube account

Before you go Live with YouTube there are a few steps you will need to complete on the YouTube account.

First, make sure that the Live Stream feature is enabled in the account settings on YouTube.

1. Log into the YouTube account.
2. Go to [YouTube Studio](https://studio.youtube.com/).
3. Click **Settings** in the bottom left corner.
4. Select **Channel**.
5. Click **Feature Eligibility**.
6. Ensure that the Default Features and Features that require phone verification are Enabled:

<img alt="351DAFD2-22BE-4568-AD8F-A1E03143BC02.png" />

If the features are disabled, verify the YouTube account.

[Learn how to verify a YouTube account with YouTube's support guide](https://support.google.com/youtube/answer/171664?hl=en).

## Set up YouTube Live and create an embed code

If the YouTube account allows live streaming as verified above, set up YouTube Live and create an embed code to embed onto a Product lesson on Kajabi.

### Create a YouTube Live

1. In your YouTube Studio dashboard, click **Create**.
2. Then, select **Go Live**.
3. In the live dashboard, select **Stream** or **Webcam**.
4. Proceed to customize your Live stream details by creating a title, specifying your time and date, and selecting your audience type.
5. Then, click **Next**. This will prompt a streaming preview.
6. If you wish to upload a custom image for the Thumbnail or retake your Thumbnail, hover over the image and select your desired option:

<div>
  <iframe />
</div>

[Learn more about live streaming with YouTube.](https://support.google.com/youtube/answer/2474026?hl=en)

### Copy the embed code

1. After customizing your Live Stream details, click the **SHARE** button.
2. Click the **copy** icon next to your Video link.
3. Paste your Video link into a different tab on your web browser.
4. Navigate to the **SHARE** button directly below the video player.
5. Click **Embed**.
6. Then, click **Copy**:

<img alt="A99B03C1-9FB4-49FB-9547-A3101ABD1193.png" />

**Don't see an embed option?** [Learn to embed videos and playlists with YouTube's support guide.](https://support.google.com/youtube/answer/171780?hl=en)

<Note>
  **Note:**
  You must allow embedding for the video to play directly from the Page. If it is left unchecked, viewers will be prompted to open on YouTube.
</Note>

## Prep the Product lesson to go live

Now that you have prepared the YouTube Live Stream, paste the live stream embed code to the body of the Product lesson to complete setup:

1. Open the **Products** tab.
2. Select the **Product** you wish to edit.
3. Open the **Product Lesson** to add your YouTube Embed code.
4. Navigate to the Body section and select the **source code** icon.
5. Paste your embed code for your YouTube Live.
6. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Upload a YouTube video to Kajabi

Learn how to embed a video onto a Product lesson.

<Tip>
  **Tip:**
  If you wish to hold YouTube Live in a [Community Product](https://help.kajabi.com/hc/en-us/articles/360037711053), copy the share link from the YouTube Live video and link it as a media type in a Community Lesson. [Learn more](https://help.kajabi.com/hc/en-us/articles/360037196954#h_b8f32e9b-7971-4522-b812-d217489118e7)
</Tip>


# View a Course Outline
Source: https://help.kajabi.com/articles/products/courses/how-to-view-your-course-outline

View a Course Outline to add, remove, and rearrange Lessons and Modules.

The **Course Outline** is your central hub for organizing content and accessing each Module and Lesson in either type of course.\
\
In your Course Outline, you can [reorder Lessons and Modules](../../products/courses/how-to-reorder-lessons-and-modules-in-a-course-product), [add and remove Lessons and Modules](https://help.kajabi.com/hc/en-us/articles/360037190094), as well as [configure the release of your content](../../products/courses/schedule-and-drip-content-in-courses).\\

## Access the Course Outline

1. Open the **Products** tab from your Dashboard.
2. Select **Courses**.
3. Click the title of the **Course** you wish to edit or select the **pencil icon**.

<Frame>
  <img alt="Screenshot2026 03 26at5 26 24PM(3)" />
</Frame>


# If I duplicate a Product will the customers be duplicated as well?
Source: https://help.kajabi.com/articles/products/courses/if-i-duplicate-a-product-will-the-customers-of-the-product-be-duplicated-over-as-well

Duplicating a Product does not include customers — only the Product itself is duplicated.

No, duplicating a **Product** does not include customers. Only the Product itself is duplicated.


# Is Kajabi SCORM compliant?
Source: https://help.kajabi.com/articles/products/courses/is-kajabi-scorm-compliant

Kajabi does not support LMS formats like SCORM or HTML5 files.

**SCORM** is a set of technical specifications for e-learning products.

Kajabi does not support LMS formats like SCORM or HTML5 files.


# Kajabi Transcripts, Translations, and Dubbing
Source: https://help.kajabi.com/articles/products/courses/kajabi-transcripts-translations-dubbing

Make video content more accessible and reach global audiences with transcripts, translations, and dubbing.

**Kajabi Transcripts, Translations, and Dubbing** tools make your video content more accessible and help you reach audiences across the globe.

Transcriptions, Translations, and Dubbing features allow you to:

* Automatically generate transcripts for any uploaded video
* Edit transcripts in the interactive editor
* Instantly translate your transcription from 30+ source languages into 70+ languages
* Download and edit SRT files
* Add dubbed voice-over in multiple languages

Repurpose your content for global audiences, enhance accessibility, and make your courses and marketing materials more engaging and inclusive.

Wistia currently supports 70+ languages for translation. To view the list of available languages, visit [Wistia's transcription languages page](https://docs.wistia.com/page/transcription-languages#/).

## AI credits

[AI credits](../../products/ai-credits) power the Transcriptions and Translations feature. Growth and Pro plan users receive a monthly credit allotment. Additional credits are available for purchase on any plan.

Learn more about [AI credits](../../products/ai-credits).

## Use Transcriptions, Translations, and Dubbing

Transcriptions, Translations & Dubbing can be used with any video already uploaded to your Course lesson, course live video, website editor, coaching session, or anywhere else you use a video in Kajabi, as well as with uploaded videos.

1. [Upload a video](../../products/courses/how-to-bulk-upload-videos-in-a-product) or choose an already uploaded video.
2. Once the video has finished uploading, click **Video Actions**.
3. Select **View in media library**.
4. Select the specific video inside the Media Library.
5. Under **Transcriptions**, use the **Transcriptions** tool to **upload a transcription** or **generate a transcript**:

<img alt="Transcription options" />

6. Under **Translations**, use the **Translations** tool to translate your video to a different language once a transcription has been created:

<img alt="Translations tool" />

7. Alternatively, use the **Dubbing** tool to generate a video featuring a dubbed voiceover in another language:

<img alt="Dubbing tool" />

## Important notes

<Note>
  **Note:**

  * To use the Translations or Dubbing feature, a transcription must be uploaded or created first.
  * Coaching live sessions and Cohort live sessions can be used with Transcriptions and Translations, but the Dubbing feature does not currently support Coaching & Cohort live sessions.
  * The Dubbing feature may take a few minutes to process. You can safely navigate away after submitting your video, and you'll receive an email notification once the dubbed video is ready.
  * Transcriptions, Translations, & Dubbing all require AI credits. Learn more about [AI credits](../../products/ai-credits).
  * Wistia currently supports 70+ languages for translation. To view the list of available languages, visit [Wistia's transcription languages page](https://docs.wistia.com/page/transcription-languages#/).
</Note>


# Configure Lesson Player auto advance
Source: https://help.kajabi.com/articles/products/courses/lesson-player-auto-advance-feature

Set the auto advance timer and accent color in the Lesson Player.

The **Lesson Player Auto Advance** feature automatically loads the next product lesson video in the module after a specified time delay:

<img alt="Auto advance example" />

Learn to access [the Lesson Player](/articles/products/courses/how-to-customize-your-course-product-with-premier) and configure Lesson Player Auto Advance within the Lesson Player editor.

## Customize the Lesson Player auto advance

Enable your Lesson Player Auto Advance by checking **Use Auto Advance** in the Lesson Editor.

### Locate the Auto Advance setting

1. Open the **Products** tab from your Dashboard.
2. Select the **Course** that you want to edit.
3. Click **Customize**.
4. Click **Customize** again in the Builder you want to use for your Course.

<div>
  <iframe />
</div>

Refer to the instructions below for your Course template.

### Premier template

If you are using a **Premier template** to customize your Course:

1. Navigate to the top menu.
2. Open the drop-down menu for your **Product** page.
3. Click **Lesson**.
4. Select **Lesson Player** from your sidebar editor.
5. Select **Use Auto Advance** to enable or disable the feature.
6. Customize your Auto Advance settings.
7. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Momentum template

If you are using a **Momentum template** to customize your Course:

1. Navigate to the top menu.
2. Open the drop-down menu for your **Product** page.
3. Click **Lesson**.
4. Select **Completion Message** from your sidebar editor.
5. Select **Auto Advance** to enable or disable the feature.
6. Customize your Auto Advance language.
7. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## Auto Advance settings

### Time delay

Select your Time Delay to specify the number of seconds before the next video in the module automatically begins to play:

<img alt="Time delay setting" />

### Accent color

Change the color of your Auto Advance messaging:

<img alt="Accent color setting" />

### Language

Customize the language of your Auto Advance messaging:

<img alt="Language setting" />


# Lock content in a Course
Source: https://help.kajabi.com/articles/products/courses/lock-content-in-your-course-product

Require customers to complete lessons or pass quizzes before accessing the next module or submodule.

Encourage your customers to complete your Course with **locked content**. Locking content in a Course requires your customers to complete or pass a Lesson, Quiz, or Assessment before accessing the next Module or Submodule.

<div>
  <iframe />
</div>

## Lock modules and submodules

Kajabi gives you the tools to design your Course to release content according to your business needs. Locking content can be accomplished by locking Modules or Submodules in a Course.

This lets you ensure that your customers must first complete or pass your specified Lesson, Quiz, or Assessment to unlock the next Module or Submodule to gain access to the next section of content.

To unlock a locked Module or Submodule, your customers must either:

* Click **Complete** in a Lesson, or
* Complete or pass a [Quiz](../../products/courses/course-quizzes) or [Assessment](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product)

### What happens if a customer attempts to move on to the locked module before completing the required content?

If a customer attempts to move on to the Lesson content inside the locked Module or Submodule before completing or passing your selected Lesson, Quiz, or Assessment, they will encounter a "This Post is Locked" message:

<img alt="This Post is Locked message" />

<Note>
  **Note:** The content of this message is not customizable. However, the language (English, Spanish, etc.) can be changed by [updating the Language](../../account-settings/my-kajabi/change-your-site-language) in your Site Details settings.
</Note>

## Lock contingent on completing or passing a Quiz or Assessment

<Note>
  **Note:**
  The Assessment feature inside of Courses has been sunset, but it may still appear in older accounts. The Quizzes feature is available inside of Courses and offers advanced functionality. Assessments can still be added to Web Pages.
</Note>

**Quizzes** or **Assessments** are great tools for surveying or testing your Course customers. You can require your customers to complete or pass your Quiz or Assessment before unlocking the next Module or Submodule.

[Learn more about Quizzes in Kajabi](../../products/courses/course-quizzes)

[Learn more about Assessments in Kajabi](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments)

### Quizzes

If you want to lock a Module or Submodule contingent on someone completing a Quiz (regardless of whether the Quiz was passed, failed, or non-graded), simply select the title of your Quiz from the **Locked by lesson** dropdown menu when you set up your locked content.

If you want to lock a Module or Submodule contingent on someone passing a Quiz for which you've set a passing grade:

1. Select the title of your Quiz from the **Locked by lesson** dropdown menu when you set up your locked content.
2. Make sure **Set a passing grade** is toggled on in your Quiz Settings and the **Prevent member from moving to next lesson without a passing grade** checkbox is marked.

<img alt="Quiz passing grade setting" />

<Tip>
  **Tip:**
  One advantage of creating a Quiz instead of an Assessment is the ability to use the "Prevent member from moving to next lesson without a passing grade" Quiz Setting to disable the "Mark as complete" button inside your Course Lesson until the Quiz has been passed. Assessments do not offer this option.
</Tip>

Learn more about [customizing your Quiz Settings](../../products/courses/course-quizzes#h_01G16CT90ZYCJFKEYEC4BTSTD4).

### Assessments

If you choose to Lock a Module or Submodule contingent on someone completing a Lesson containing an Assessment, your customers can gain access to the locked Module by:

* Clicking **Complete** in the Lesson (see important "Tip" below), or
* Completing and/or passing the Assessment

[Learn to add an Assessment to your Course.](../../contacts/create-manage-and-share-assessments/how-to-add-an-assessment-to-your-course-product)

<Tip>
  **Tip:**
  Hide the "Mark as Complete" button in your Lesson template to ensure that your customers can only access a Locked Module by completing the Assessment in your Lesson. Keep in mind, hiding the "Mark as Complete" button in your Lesson template will remove that button from all Lessons in the Course. This will require your customers to unlock all Locked Modules by completing or passing an Assessment.
</Tip>

## Set up locked content

1. Open the **Products** tab from the Dashboard.
2. Select an existing Course or [create a new one](../../products/courses/courses-overview).
3. Click the **Visibility** status dropdown menu (Published, Draft, etc.) next to your Module or Submodule and select **Lock**.
4. Choose the title of the Lesson or Quiz that will unlock the content when passed or marked as complete and click **Lock**:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Individual Lessons cannot be locked. Instead, lock and release entire Modules or Submodules. If you wish to unlock a single Lesson when another Lesson is completed, place it in its own separate Module or Submodule.

  A Lesson's visibility must be set to **Published** to be unlockable. If a Lesson is still set to **Draft**, it will not unlock with the Module.
</Note>


# Manage Course lessons
Source: https://help.kajabi.com/articles/products/courses/manage-course-lessons

Import, move, preview, and delete lessons in a Course.

You can import, move, preview, and delete **Course lessons** to build and maintain a Course quickly and confidently.

<div>
  <iframe />
</div>

## Import a lesson

1. Click **Products** in the left sidebar.
2. Click **Courses** to see the list of available courses.
3. Click on the course you want to edit.
4. Click the **Add Content** button next to a module or submodule.
5. Click **Import from another course** to proceed with importing a lesson.
6. Select a course from the dropdown.
7. Select a lesson from the dropdown to finalize your selection.
8. Select the lesson you want to import, and click the **Import** button.

## Move a lesson

1. In your course outline, click and drag the imported lesson using the **drag handle**.

## Preview a lesson

1. Open the lesson you wish to preview.
2. Click the **Preview** button to open the lesson preview in a new tab.

## Delete a lesson

1. Click **Delete Lesson** in the lesson editor to initiate deletion.
2. Confirm deletion by clicking the **Delete Lesson** button.


# Schedule and drip content in Courses
Source: https://help.kajabi.com/articles/products/courses/schedule-and-drip-content-in-courses

Customize when content becomes available by scheduling or dripping Course content over time.

You can customize when content becomes available in your Courses. **Scheduling and dripping content** is a great way to release your course content over time, rather than all at once.

For your modules and submodules, you can use the drip or schedule status to release content.

<div>
  <iframe />
</div>

<Note>
  **Note:** It's not possible to schedule or drip individual posts or quizzes within a module or submodule. As a workaround, you can create a module or submodule that contains only a single lesson or quiz.
</Note>

## Schedule content

You can use the schedule status to unlock a module or submodule on a specific date.

1. Go to Products > **[Courses](https://app.kajabi.com/admin/last_site/courses)**.
2. Open your course.
3. In the course outline, next to your module or submodule, click **Schedule** in the status dropdown.
4. Enter the date you want this content to become available in the **Publish date** field.
5. Click **Schedule**.

<img alt="Schedule content" />

<Note>
  **Note:**

  * If a customer gains access after the scheduled publish date has passed, then they will have access to the module or submodule.
  * The date format is MM-DD-YYYY. For example, if you want to choose June 3rd, 2026, then it should say 06-03-2026.
</Note>

## Drip content

You can use the drip status to unlock a module or submodule after a specific number of days.

By default, the drip start date (access start date) for your course is when the customer purchased or was granted the offer containing your course.

You can customize the drip start date on the offer or for a specific customer.

### Drip after a specific number of days

1. Go to Products > **[Courses](https://app.kajabi.com/admin/last_site/courses)**.
2. Open your course.
3. In the course outline, next to your module or submodule, click **Drip** in the status dropdown.
4. Enter in the number of days you want this content to become available in the **Set drip days after enrollment** field.
   * For example, if your customer purchases your offer on Sunday, June 1st and your drip days is set to 7, your module or submodule will be unlocked on Sunday, June 8th.
5. Click **Done**.

<img alt="Drip content" />

<Note>
  **Note:** For drip days, you must choose between 1 and 731 days.
</Note>

### Set drip start date in an offer

1. Go to Sales > **[Offers](https://app.kajabi.com/admin/last_site/offers)**.
2. Open the offer related to your course.
3. In the Product Access section, click **Begin access at a specific date**.
4. Set an access start date and click **Apply**.
5. Click **Save**.

<img alt="Set drip start date in offer" />

<Note>
  **Note:** Keep in mind that changing the access start date in an offer will impact **future purchases only**. Customers that have purchased the offer before your update will not be affected by this change.
</Note>

### Set drip start date for a customer

1. Go to Contacts > **[All Contacts](https://app.kajabi.com/admin/last_site/contacts)**.
2. Click on a contact and click **Open full profile**.
3. Click **Purchases**.
4. On the purchase related to your offer, click **View Details**.
5. Click the 3 dots button > **Edit access start date**.
6. Set an access start date.
7. Click **Save**.

<img alt="Set drip start date for customer" />

### Send an email when drip content is unlocked

1. Go to Settings > **[Drip settings](https://app.kajabi.com/admin/last_site/edit/drip-settings)**.
2. Click **Send an email to customers when product modules are dripped**.
3. Click **Save**.

#### Customize drip content unlocked email

1. Go to Settings > **[Email templates](https://app.kajabi.com/admin/last_site/email_templates)**.
2. Click **Member Drip Notification**.
3. Edit the subject or content of the email.
4. Click **Save**.

<img alt="Email templates" />

## Set the time content is unlocked

1. Go to Settings > **[Drip settings](https://app.kajabi.com/admin/last_site/edit/drip-settings)**.
2. You can edit the time and timezone.
3. Click **Save**.

<img alt="Drip settings" />

<Note>
  **Note:** The time set in the Drip settings applies to dripped and scheduled modules and submodules.
</Note>


# Send an Announcement within a Course
Source: https://help.kajabi.com/articles/products/courses/send-a-product-announcement

Share upcoming events, launches, and product changes with Course customers.

<div>
  <iframe />
</div>

You can send an Announcement to customers from within a Course to convey information about new modules or lessons, other products, or upcoming events.

<Note>
  **Note:** This article refers only to Courses. If you wish to send an Announcement to Community members, see this article: [Create a Community Announcement](/articles/products/community/create-a-community-announcement).
</Note>

## Send an Announcement

1. From the Dashboard, open the **Products** tab.
2. Click Courses.
3. Click a Course **Title**.
4. Click the **more actions (...) menu**, and select **Announcements.**
5. Click **New Announcement**.
6. Add a **Title** and **Body** for the Announcement, and optionally, elect to **Send an email notification about this announcement to members of this product**. Emails are immediately sent after the Announcement is added. You can also click **Send Test Email**.
7. Click **Preview** to see how the Announcement will display.
8. Click **Post Announcement** to send it to Course customers.

<Frame>
  <img alt="Click Post Announcement" />
</Frame>

<Note>
  **Note:** If customers are unsubscribed from receiving Product Announcements, they will not receive the Announcement email notification. [Learn more about marketing and transactional emails](../../marketing/email-campaigns/what-are-marketing-and-transactional-emails).
</Note>

## Edit or Delete Announcements

1. From the Dashboard, open the **Products** tab.
2. Click **Courses**.
3. Click a Course **Title**.
4. Click the **more actions (...) menu**, and select **Announcements.**
5. Next to an Announcement, click the **more actions (...) menu**, and select **Edit**.
6. Edit the Announcement as needed or click **Delete Announcement**.

## View Announcements

Customers can view Announcements by logging into the [Library](../../website/pages/customizing-your-library-page), then opening the **Announcements** tab.

<img alt="Announcements tab" />

## Kajabi mobile app push notification

Customers with the [Kajabi Mobile App](https://blog.kajabi.com/kajabi-mobile-app-is-here) can receive push notifications alerting them of an Announcement. Within the Kajabi Mobile App, Product Announcements are under the **Updates** button:

<img alt="Send An Announcement 2" title="Send An Announcement 2" />

<img alt="Send An Announcment 2 1" title="Send An Announcment 2 1" />


# Share a Course
Source: https://help.kajabi.com/articles/products/courses/share-your-course

Share a Course with social media platforms, email campaigns, and more.

After creating a Course and connecting an offer, share it across social media platforms, email campaigns, and more using the **Course share button**.

<Note>
  **Note:**
  The share button is not available if an offer is not connected to the Course.
</Note>

With the share button, you can also copy the link and share it anywhere you can add a link, from linking it to your social media platforms to embedding it into your email campaigns.

1. Navigate to the Course you want to share.
2. Open the `…` menu.
3. Click **Share course**:

<div>
  <iframe />
</div>

After sharing your course, your audience can purchase your offer.

[Learn more about what happens after a customer purchases your offer.](../../sales/offers/what-happens-when-a-customer-purchases-my-offer)


# Supported audio formats
Source: https://help.kajabi.com/articles/products/courses/supported-audio-formats

Kajabi supports many common audio formats, with MP3 recommended for best performance.

Kajabi can encode and display many common **audio formats** (see the list below).

However, for the most consistent performance, we recommend uploading files in the **MP3 format**.

<Note>
  **Note:**
  The maximum file size for audio uploads is 4GB. However, we recommend audio files of 2GB or less. If your file size is larger than 4GB, use an audio file compression tool.

  For best performance, we recommend you aim to have your audio fall within these guidelines:

  * **MP3 file**
  * **AAC (Advanced Audio Codec)**
  * **44.1 kHz sample rate**
  * **2-channel stereo (not surround)**
</Note>

<Note>
  **Note:**
  We do not limit your streaming bandwidth.
</Note>


# Try different product types with draft mode
Source: https://help.kajabi.com/articles/products/courses/try-different-product-types-with-draft-mode

Test different product types before upgrading a plan by using draft mode.

If you've reached your Product limit and are considering an upgrade, **Draft Mode** lets you create and test a Product before committing to a plan change.

<Note>
  **Note:** Draft mode is a legacy feature and is not available on all Kajabi plans.
</Note>

## Why draft a product?

**Draft Mode** allows you to create one of each Product type (i.e., Podcast, Course, Coaching, Community, Newsletters, Downloads) over your Product limit. However, you cannot publish the drafted Product unless you upgrade your Plan Level or delete previous Product(s) to stay within your Product limit.

If you choose to upgrade your account or delete another Product, your drafted Product will automatically become a "published" product that you can then attach to an Offer.

<Note>
  **Note:** Once you publish a drafted Product, it isn't possible to revert it back to drafted status. Active Products cannot be changed to drafts.
</Note>

## Draft a Product

If you've reached your Product limit, you'll still have the ability to create one additional Product for each Product type (i.e., Podcast, Course, Coaching, Community, Newsletters, Downloads) with Draft Mode.

### Create a Product in draft mode

1. Open the **Products** tab from your Dashboard.
2. Select a Product **Type** (Podcast, Course, Coaching, Community, Newsletters, or Downloads).
3. Complete the prompts to create your desired Product.
   * [Learn to create Podcasts](../../products/podcasts/how-to-create-and-publish-podcast-products-with-kajabi)
   * [Learn to create Courses](../../products/courses/courses-overview)
   * [Learn to create Coaching Products](../../products/coaching/how-to-create-a-coaching-product)
   * [Learn to create a Communities](../../products/community/build-kajabi-communities)
   * [Learn to create Newsletters](../../products/newsletters/newsletters-overview)
   * [Learn to create Downloads](../../products/downloads/create-sell-downloadable-files-as-a-product)
4. After selecting your Product type, you'll receive a notification that you've reached your Product limit but you can proceed with the Product in Draft Mode:

<div>
  <iframe />
</div>

Keep in mind that if your Product is in Draft Mode, you can build and customize the Product but you won't be able to publish it until you upgrade or delete another product.

## Identify a draft Product

Your draft Product will display a banner at the top of the Product editor notifying you that the Product is in Draft Mode:

<img alt="Draft mode banner" />

Additionally, in your list of Products, any Draft Products will contain a "Draft" tag to help you easily identify them:

<img alt="Draft tags" />

## Publish a draft Product

If you choose to upgrade your account to a plan with a higher Product limit or delete a previously created Product from your account, your draft Product will automatically become a "Published" product that you can attach to an Offer.

[Learn how to delete a Product](../../products/courses/delete-a-product).


# Upload videos to Course lessons
Source: https://help.kajabi.com/articles/products/courses/uploading-videos-to-your-course-product-lessons

Upload videos to Course lessons using Dropbox, Google Drive, and direct links.

When you choose a file to upload, whether from Google Drive, Dropbox, or your local hard drive, our video partner Wistia will encode the video in various formats to be delivered to all types of devices with varying internet speeds. Learn to upload videos to a Course lesson using Dropbox, Google Drive, and links (URL).

<div>
  <iframe />
</div>

Having trouble uploading your video such as a long upload time or stuck on the uploading screen?

[Check if your video format is supported by Kajabi](../../products/courses/video-formats-supported-by-kajabi). The maximum file size for video uploads is 4GB. If your video file size is larger than 4GB use a video file compression tool such as **[Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake)**.

## Wistia

When you choose a file to upload, whether from Google Drive, Dropbox, or your local hard drive, our video partner Wistia will need to encode the video in various formats so that it can be delivered to all kinds of devices with varying internet speeds (don't worry, this is automatically going on in the background during your upload).

Wistia will usually run a quick pass on one format of your video so that you can view it immediately.

However, in the background, Wistia is encoding higher-quality versions. This is why you'll see the "Converting" and "Storing" messages just after uploading a video file.

Give your video about 15-30 minutes after uploading and it should be viewable at a higher quality!

**Remember**: Upload speed is dependent on your internet connection and device processing power.

## My Device

Use **My Device** to upload your videos directly from your local hard drive:

1. Open the **Products** tab from your Dashboard.
2. Select the **Product** you wish to edit.
3. Within the Product Outline, click the title of the Lesson you want to add a video to.
4. In the media selection at the top of the Lesson Editor, click **Video**.
5. Click **Select Video** in the dropdown menu.
6. Select your video file by dragging and dropping or clicking **Choose File**:

<img alt="Upload from device" />

## Dropbox

Use the Dropbox integration to upload video files directly from your Dropbox account:

1. Open the **Products** tab from your Dashboard.
2. Select the **Product** you wish to edit.
3. Within the Product Outline, click the title of the Lesson you want to add a video to.
4. In the media selection at the top of the Lesson Editor, click **Video**.
5. Select the **Dropbox** option in the File Uploader.
6. Connect to **Dropbox**.
7. Choose a video to upload:

<div>
  <iframe />
</div>

Looking to connect to a different Dropbox account? [Learn to disconnect your account to connect a new account](../../products/courses/how-to-disconnect-your-accounts-from-the-kajabi-file-picker).

## Google Drive

Use the Google Drive integration to upload video files directly from your Google Drive account:

1. Open the **Products** tab from your Dashboard.
2. Select the **Product** you wish to edit.
3. Within the Product Outline, click the title of the Lesson you want to add a video to.
4. In the media selection at the top of the Lesson Editor, click **Video**.
5. Select **Google Drive** in the File Uploader.
6. Connect to Google Drive.
7. Choose a video to upload:

<div>
  <iframe />
</div>

Looking to connect a different Google Drive account? [Learn to disconnect your account to connect a new account](../../products/courses/how-to-disconnect-your-accounts-from-the-kajabi-file-picker).

## Link (URL)

1. Open the **Products** tab from your Dashboard.
2. Select the **Product** you wish to edit.
3. Within the Product Outline, click the title of the Lesson you want to add a video to.
4. In the media selection at the top of the Lesson Editor, click **Video**.
5. Click **Link** in the File Uploader.
6. Copy and paste your video file URL in the field to upload the video file directly through the URL:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This field will not accept links to a video hosted on a site like Youtube or Vimeo. The uploader will be looking for the file type in the URL link. For instance,
  `https://www.youtube.com/watch?v=9C_HReR_McQ`
  would not be accepted, however,
  `http://techslides.com/demos/sample-videos/small.mp4`
  would be an acceptable file link because of the .mp4. Learn to **[add your video content from YouTube or Vimeo](../../products/courses/how-to-embed-videos-in-a-product-lesson)** to the Body of a Course lesson.
</Note>

## Choose a thumbnail

After the video has been uploaded and saved, you will have the option to choose a thumbnail.

Select your thumbnail from a specific frame of your video or by uploading an image to the Lesson Thumbnail image.

### To select a specific frame

1. Click in the player to a frame you would like to use as the Thumbnail.
2. Click **Use Current Frame as Thumbnail**:

<div>
  <iframe />
</div>


# Use the search bar inside a Course
Source: https://help.kajabi.com/articles/products/courses/using-the-search-bar-inside-your-course-product

Customers can use the search bar to find lessons and modules in a Course.

The **search bar** inside Courses allows customers to find Lessons and Modules using search queries.

## The Course search bar

The Search Bar can be found in the header of your Courses next to your page Menu and above your Course Lessons. It allows people to locate Lessons and Modules using search queries.

Entering words or phrases into the search bar will generate results with matching terminology from inside your content (e.g. titles, text body, subject lines).

<img alt="Course search bar" />

## Customize the text shown in the Course search bar

To customize the text shown inside the Search Bar:

1. Open the **Products** tab from the Dashboard.
2. Select the **Course** with the Search Bar you wish to customize.
3. Click **Customize**.
4. Hover over your Template and click **Customize** again to access the Course Template Builder.
5. Navigate to the left sidebar editor and click **Search Bar**.
6. From here you can edit the Search Bar placeholder **Search Text**, **Background Color**, and **Text Color**.
7. Click **Save** to apply your changes:

<div>
  <iframe />
</div>

## FAQs

### Can I customize search attributes and parameters?

No, the attributes and parameters of the search function inside a Course cannot be customized at this time.


# Video formats supported by Kajabi
Source: https://help.kajabi.com/articles/products/courses/video-formats-supported-by-kajabi

Kajabi supports many common video formats, with MP4 recommended for best performance.

Kajabi can encode and display many common **video formats** (see the list below), but for the most consistent performance, we recommend uploading files in the **MP4 format**.

## Recommended settings

<Note>
  **Note:**
  The maximum file size for video uploads is 4GB. If your video file size is larger than 4GB use a video file compression tool such as **[Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake)**.
</Note>

For best performance, we recommend you aim to have your videos fall within these guidelines:

* **Resolution**: between 640px and 3840px (4K) wide
* **Bitrate**: 5,000 - 10,000 kbps
* **Aspect ratio**: 16:9 (i.e., 1080px x 1920px)

We recommend adhering to **1080p** and **5,000 - 10,000 kbps** as the max settings for upload, as it will reduce the likeliness of upload errors.

<Note>
  **Note:**
  We do not limit your streaming bandwidth.
</Note>

## Supported video formats

Here's a list of video formats we support:

* MOV
* MPG
* FLV
* F4V
* MP4
* M4V
* ASF
* WMV
* VOB
* MOD
* 3GP
* MKV
* DIVX
* XVID


# What happens to dripped content if a customer cancels and repurchases?
Source: https://help.kajabi.com/articles/products/courses/what-happens-to-dripped-content-if-a-customer-cancels-and-repurchases

When a customer cancels and repurchases, their drip start date resets to the repurchase date.

If a customer cancels their subscription and repurchases the same Product, their Start Date resets to the date of their repurchase. **Dripped content** then begins from the new Start Date.

To have customers maintain their original Start Date after a repurchase, manually reset their Start Date in their Contact Profile.

[Learn to change a customer's Start Date](../../contacts/manage-your-contacts/how-to-change-a-customers-start-date).


# Maximum file size for downloadable attachments
Source: https://help.kajabi.com/articles/products/courses/what-is-the-maximum-file-size-for-downloadable-attachments

Maximum file sizes for downloadable attachments vary across Kajabi features.

The maximum file size for any **downloadable attachment**:

* Within a [Product Lesson](/articles/products/courses/how-to-customize-your-course-product-with-premier) and [Email Campaign](../../marketing/email-campaigns/add-downloadable-files-to-emails) is **1GB**.
* Within a [Call to Action button](../../website/pages/how-to-use-a-call-to-action) in a Page is **250 MB**.
* Within a [File Upload question](../../contacts/create-manage-and-share-assessments/how-to-add-questions-to-your-assessment) in an Assessment is **10 MB**.


# Maximum video file size
Source: https://help.kajabi.com/articles/products/courses/what-is-the-maximum-video-file-size

The maximum file size for video uploads on any page is 4GB.

The maximum file size for **video uploads** on any page is **4GB**. Your video content can contain as much time and content as you wish as long as the file does not exceed 4 GB.

Learn more about [video formats supported by Kajabi](../../products/courses/video-formats-supported-by-kajabi).


# Can I make a Course available in a webshop?
Source: https://help.kajabi.com/articles/products/courses/when-a-digital-course-is-edited-and-ready-can-i-make-it-available-in-my-webshop

Sell a Course through a Kajabi Store Page or grant access to existing customers.

Yes, you can either create an Offer to sell a **Course** through the webshop on a Kajabi Store Page, or you can grant access to existing customers.

Learn more about [how to create and sell an Offer](../../sales/offers/create-an-offer) and [how to grant an Offer on Kajabi](../../sales/offers/how-to-grant-an-offer).


# Create and sell downloadable files as a Product
Source: https://help.kajabi.com/articles/products/downloads/create-sell-downloadable-files-as-a-product

Package and sell your downloadable files behind a secured paywall with Kajabi's Downloads Product.

With Kajabi's **Downloads Product**, you can package your downloadable files and sell them behind a secured paywall. Whether you offer worksheets, templates, guides, or other digital assets, Downloads let you monetize your content while keeping it protected.

[Learn more about how Kajabi protects your downloadable content](../../products/downloads/how-kajabi-protects-your-downloads).

## Unlimited Download Products

Create as many Download Products as your business needs. With Downloads, you can add 1, 20, or even more — all while counting as just a single Product.

For example, if you create 5 Download Products, each with multiple files, they will only take up one Product slot in your Kajabi Plan.

If your Growth Plan includes 50 Products and you've already used 45, adding a Download Product will only increase your total to 46, leaving you with 4 more slots for Courses, Coaching, Podcasts, or another product.

## Customer experience

When your customers purchase your Download Products, they can access them from their **Member Library**.

[Learn more about what happens after a customer purchases your Offer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer).

Your customers can access all of the downloadable content that you have included within their purchased product:

<img alt="Customer Member Library" />

[Learn to customize the colors and fonts used in your Downloads Product](#customize-downloads-appearance).

## Create Downloads

1. Open the **Products** tab from your Dashboard.
2. Click **Downloads**.
3. Select **Get started** or **+ New download**.
4. Follow the on-screen instructions to create your Download Product:

<img alt="Create Downloads" />

5. Enter your Download details:
   * **Title**
   * **Description**
   * **Thumbnail image** (displayed in your customer's Library)
   * Upload your files by clicking **Choose files**. [Learn more about compatible file types](../../website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi).
   * Price your download by creating a new **Offer** or click **Skip for now**. [Learn more about Offers](../../sales/offers/offers-overview).

<Note>
  **Note:**
  You can add more files after creating your Downloads Product.
</Note>

After creating your Download Product, you can [update your files](#update-files-in-Downloads), view the Offer(s) connected to your Product, view your customers, update your Downloads details in your Product Settings, preview your Product, and share the link to your Offer.

## Update files in Downloads

Add, remove, and update the title of your downloadable files by accessing the **Files** tab within your **Downloads Product** page.

### Add more files to a Downloads Product

1. Open the **Products** tab from your Dashboard.
2. Click **Downloads**.
3. Select the Downloads Product that you wish to update:

<img alt="Select Downloads Product" />

4. Open the **Files** tab.
5. Select **Add files**:

<img alt="Add Files" />

### Remove files from a Downloads Product

1. Open the **Products** tab from your Dashboard.
2. Click **Downloads**.
3. Select the Downloads Product that you wish to update:

<img alt="Select Downloads Product" />

4. Open the **Files** tab.
5. Locate the file you wish to delete.
6. Open the **More actions menu** `…`.
7. Select **Delete**.
8. Confirm your desire to delete.

<Note>
  **Note:**
  If you accidentally remove a file from your Downloads Product, you can re-upload the file by following the steps to add more files to your Product.
</Note>

### Edit a file title

1. Open the **Products** tab from your Dashboard.
2. Click **Downloads**.
3. Select the Downloads Product that you wish to update:

<img alt="Select Downloads Product" />

4. Open the **Files** tab.
5. Locate the file you wish to update.
6. Open the **More actions menu** `…`.
7. Select **Edit file**:

<img alt="Edit File" />

8. Enter your file name.
9. Click **Save** to keep and apply your changes:

<img alt="Save File" />

## Customize Downloads appearance

Your Download Product displays the colors and font styles set by the **Style Guide** for your **Website Template**.

### Access the Style Guide

1. Open the **Website** tab from your Dashboard.
2. Click **Design**.
3. Click **Customize**:

<img alt="Customize Design" />

4. In your Website Template Builder, click **Settings**.
5. Select **Style Guide**:

<img alt="Style Guide" />

Update your Style Guide settings to customize the appearance of your Downloads Product.

[Learn more about the Style Guide settings](../../website/pages/customize-your-page-font-and-style-with-the-style-guide).

<Note>
  **Note:**
  Updating the colors in the Style Guide settings of your Website Template will display your colors in all of your website pages and all pages that use your Website Template.
</Note>

### Customize colors and fonts

With the Website Template Style Guide, you can customize the appearance of your Downloads Product page by selecting the colors and fonts that best fit your brand and style.

Adjust the following Website Style Guide settings to display in your Downloads Product and across your Website Pages:

#### Page background color

Change the color displayed in the background of your Downloads Product page. For example, the yellow background in the image below:

<img alt="Page Background Color" />

#### Primary color

Change the color displayed for the download icons next to each file:

<img alt="Primary Color" />

[Learn to customize the primary color for your Website pages and Downloads Product](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#colors).

#### Font colors

**Heading Font Color** - Change the color displayed for the title of your Downloads Product and the "Files" text:

<img alt="Heading Font Color" />

**Body Font Color** - Change the color displayed for the description of your Downloads Product, the downloadable file names, the information about your files (e.g., File Type, File Size), and the page header menu:

<img alt="Body Font Color" />

[Learn to customize the font colors for your Website pages and Downloads Product](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#h_1a6d7805-996d-49dd-a63b-1f8684280b48).

#### Buttons

**Button Background Color** - Change the color displayed for your **Download All** button:

<img alt="Button Background Color" />

**Button Text Color** - Change the color displayed for the **Download All** text color:

<img alt="Button Text Color" />

[Learn to customize the button colors for your Website pages and Downloads Product](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#h_01ENBGZ307B7C5DGMEA8XE3S58).

#### Fonts

**Body Font** - Change the font family style for all of the body text displayed:

* Downloads Product description
* Downloadable file names
* Downloadable file information (e.g., file type, file size)
* "Download All" text
* Page header menu

<img alt="Body Font" />

**Body Font Weight** - Change the font weight (i.e., Normal or Bold) for all of the body text displayed:

* Downloads Product description
* Downloadable file names
* Downloadable file information (e.g., file type, file size)
* "Download All" text
* Page header menu

<img alt="Body Font Weight" />

**Heading Font** - Change the color displayed for the title of your Downloads Product and the "Files" text:

<img alt="Heading Font" />

**Heading Font Weight** - Change the font weight (i.e., Normal or Bold) for the "Files" text.

<Note>
  **Note:**
  Font sizes cannot be changed as they are optimized for viewing on desktop and mobile devices.
</Note>

## FAQs

### How many Download Products can I create?

You can create as many Download Products as your business needs. All Download Products count as a single Product toward your Kajabi Plan limit.

### Can I add more files to a Downloads Product after creating it?

Yes. Access the **Files** tab within your Downloads Product page and select **Add files** to upload additional content at any time.

### Do Style Guide changes affect only my Downloads Product?

No. Changes to the Style Guide in your Website Template apply across all website pages and any pages that use your Website Template, including your Downloads Product.


# Compare Downloads Product and Course downloads
Source: https://help.kajabi.com/articles/products/downloads/difference-between-the-downloads-product-and-downloads-in-a-course-product

Choose between the standalone Downloads Product and downloadable files within a Course.

Kajabi offers two ways to deliver downloadable content — the standalone **Downloads Product** and file attachments within a Course. Each option serves a different purpose, so choosing the right one depends on how you want to package and deliver your content.

## What is the Downloads Product?

The Downloads Product is a [Kajabi Product Type](../../products/products-overview/kajabi-products-overview) like Course Products, Coaching, Communities, Podcasts, and Newsletters.

<img alt="Downloads Product" />

By creating a Downloads Product, you can package your downloadable content and connect it to an Offer to monetize it. Connecting your Downloads Product to an Offer allows you to create any type of packaging that best fits your business model. With Offers, you can deliver your downloadable content as an add-on or offer it as a higher-tiered package with additional product types included.

[Learn more about the Downloads Product](../../products/downloads/create-sell-downloadable-files-as-a-product).

## What are downloads in a Course?

Downloads in a Course are exclusively connected to the Course through individual lessons. With downloads in a Course, you can provide additional resources to supplement your lesson.

<img alt="Downloads in Course" />

[Learn to add downloadable files to your Course](https://help.kajabi.com/hc/en-us/articles/360037641793).

## FAQs

### When should I use the Downloads Product instead of Course downloads?

Use the Downloads Product when you want to sell standalone downloadable content connected to its own Offer. Use Course downloads when you want to supplement existing Course lessons with additional resources.

### Can I use both the Downloads Product and Course downloads together?

Yes. You can create a Downloads Product for standalone downloadable content and also attach files to individual Course lessons. Both can be packaged into Offers to fit your business model.


# Understand Downloads security
Source: https://help.kajabi.com/articles/products/downloads/how-kajabi-protects-your-downloads

Learn how Kajabi protects your downloadable content with temporary URLs and login requirements.

Protecting your content is essential. The **Downloads Product** safeguards your downloadable materials with multiple security measures, ensuring only your customers can access them.

## How Downloads security works

Kajabi generates a temporary URL when a customer clicks on your download link. This temporary URL is created specifically for that customer and auto-initiates the download.

A customer must be logged in to perform the download. The link cannot be copied, and if shared publicly, it cannot be used to download your content.

### What makes the temporary URL secure

* **Not guessable** - The temporary URL uses a secure, randomized format
* **Hidden from the customer** - The URL is not visible or accessible to copy
* **Regenerated each time** - A new URL is created with each download click, so shared links won't work
* **Expires after 1 minute** - After expiration, your customer must be logged in and click download again to generate a new temporary URL

## FAQs

### Can customers share the download link with others?

No. The temporary URL is hidden from customers and cannot be copied. Even if a URL were shared, it expires after 1 minute and cannot be reused.

### Do customers need to be logged in to download files?

Yes. A customer must be logged in to their account to generate a temporary download URL and access your files.

### What happens if a download link expires?

If the link expires, the customer can simply click the download button again while logged in. A new secure temporary URL is generated with each click.


# Add a Newsletter subscription to your business
Source: https://help.kajabi.com/articles/products/newsletters/5-reasons-you-should-add-a-newsletter-subscription-to-your-online-business

Explore the benefits and potential drawbacks of incorporating a Newsletter into your marketing efforts.

Businesses of all sizes are constantly seeking ways to engage with their audience, build brand loyalty, and drive conversions. A **Newsletter subscription** gives you a direct communication channel with your audience — one you fully control, independent of social media algorithms or third-party platforms.

## Benefits of a Newsletter subscription

### Direct communication with your audience

A Newsletter allows you to communicate directly with your audience. Unlike social media platforms, where algorithms determine how many of your followers see your content, a Newsletter ensures that your message lands directly in your subscribers' inboxes. This direct line of communication is invaluable for sharing updates, promotions, and valuable content.

### Build brand loyalty and trust

Regular Newsletters help you stay top-of-mind with your audience. By providing consistent, valuable content, you can establish your brand as an authority in your industry. Over time, this leads to increased trust and loyalty, making your subscribers more likely to choose your products or services over competitors.

### Drive traffic and sales

Newsletters can be a powerful tool for driving traffic to your website. By including links to blog posts, product pages, or special promotions, you can encourage subscribers to visit your site and take action. Personalized and targeted Newsletters can also help increase conversion rates, turning casual subscribers into loyal customers.

### Collect valuable data

A Newsletter subscription gives you access to valuable data about your audience. By analyzing open rates, click-through rates, and other metrics, you can gain insights into what content resonates most with your subscribers. This data can inform your broader marketing strategy, helping you create more effective campaigns.

### Cost-effective marketing

Compared to other forms of digital marketing, Newsletters are relatively inexpensive to produce and distribute. Email marketing platforms often offer affordable plans, especially for small businesses, making Newsletters a cost-effective way to reach a large audience.

## Launch a successful Newsletter subscription

Ready to add a Newsletter to your business? [Learn the key steps to launching a successful Newsletter subscription](../../products/newsletters/how-to-launch-a-successful-newsletter-subscription).

## Potential drawbacks to consider

### Time and resource investment

Creating and maintaining a high-quality Newsletter requires time and resources. You need to regularly produce engaging content, design eye-catching templates, and monitor performance metrics. For businesses with limited resources, this can be a significant commitment.

<Tip>
  **Tip:**
  Kajabi's pre-built templates allow you to quickly design professional, eye-catching Newsletters without advanced design skills. These templates reduce the time required for creating visually appealing Newsletters, enabling you to focus on producing quality content.
</Tip>

### Subscriber fatigue

Inboxes are often crowded with promotional emails, and there's a risk that your Newsletter could contribute to subscriber fatigue. If your content isn't compelling or relevant, subscribers may ignore your emails or unsubscribe. Ensure that your Newsletter adds value to your audience.

<Tip>
  **Tip:**
  Kajabi Newsletters offer segmentation that enables you to target specific groups within your subscriber base, ensuring that only the most relevant content is sent to each segment. This personalized approach reduces the chances of overwhelming subscribers with irrelevant content.
</Tip>

### Managing deliverability and compliance

Email deliverability can be a challenge.

<Tip>
  **Tip:**
  Kajabi's platform includes built-in tools for managing GDPR and CAN-SPAM compliance, such as Double Opt-in and unsubscribe features. Additionally, Kajabi helps optimize deliverability by monitoring email engagement and reducing the likelihood of emails being flagged as spam.
</Tip>

### Measuring success can be complex

While Newsletters provide valuable data, measuring the direct impact on sales or brand loyalty can be complex. It can be difficult to attribute conversions solely to email marketing, especially when subscribers interact with your brand through multiple channels.

<Tip>
  **Tip:**
  Kajabi offers integrated analytics that track key performance metrics like open rates, click rates, and impressions. This data is presented in an easy-to-understand dashboard, simplifying the process of measuring Newsletter success and attributing its impact on business outcomes.
</Tip>

## FAQs

### Is a Newsletter right for my business?

Whether you should add a Newsletter subscription depends on your goals, resources, and audience. If you're looking for a cost-effective way to build relationships, drive traffic, and collect valuable data, a Newsletter can be a worthwhile investment. It's important to [approach this strategy with a clear plan](../../products/newsletters/how-to-launch-a-successful-newsletter-subscription), ensuring that your content is engaging, your design is professional, and your compliance is up to date.

### How do I create compelling content?

Content is the heart of your Newsletter, so it's crucial to make it engaging and valuable. [Learn tips for creating compelling Newsletter content](../../products/newsletters/how-to-launch-a-successful-newsletter-subscription).

### How should I get started?

If you have the time and resources to commit to maintaining a high-quality Newsletter, the potential benefits can far outweigh the drawbacks. Consider starting small — perhaps with a monthly or bi-monthly Newsletter — and gradually scale your efforts as you see results.


# Improve email Newsletter deliverability
Source: https://help.kajabi.com/articles/products/newsletters/best-practices-to-improve-deliverability-of-your-email-newsletters

Follow best practices to ensure your Newsletter emails reach subscribers' inboxes and improve engagement.

**Email Newsletters** are a powerful tool for engaging with your audience and building a loyal subscriber base. However, ensuring your emails reach subscribers' inboxes is crucial to success.

## Maintain a clean email list

Maintaining a clean email list ensures that you are sending emails to active, interested subscribers. This reduces the chances of your emails being marked as spam.

To maintain a clean email list:

* **Regularly update your list** — Remove any inactive subscribers and use re-engagement campaigns to stimulate unengaged contacts. [Learn how Kajabi helps you maintain your email list](../../contacts/manage-your-contacts/how-email-address-validation-and-contact-exclusion-helps-you-maintain-a-healthy-mailing-list).
* **Use Double Opt-In** — This ensures that your subscribers genuinely want to receive your emails.

[Learn to grow and maintain your contact list](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).

Additional resources:

* [Sender Reputation Guide](../../marketing/email-campaigns/sender-reputation-guide) — Improve your sender reputation and increase your email deliverability rates.

## Craft a compelling subject line

The subject line is the first thing your Newsletter recipient sees. A strong subject line creates a significant impact on your open rate.

Consider the following when designing your subject line:

* **Be clear and concise** — Avoid using spammy words like "free" or "urgent"
* **Keep it under 50 characters** — Shorter subject lines perform better and are less likely to be truncated
* **Personalize when possible** — Use the subscriber's name or tailor the subject to their interests

[Learn more about email subject line best practices](../../marketing/email-campaigns/best-practices-for-email-subject-lines).

## Optimize email content

Engaging content keeps your subscribers interested and increases interaction with your email, improving overall deliverability.

Tips for optimizing email content:

* **Provide valuable content** — Ensure your emails offer value, whether it's information, promotions, or updates
* **Keep it mobile-friendly** — A significant portion of users read emails on their mobile devices
* **Balance text and images** — Too many images can trigger spam filters. Aim for a 60:40 text-to-image ratio
* **Use readable fonts and sizes** — Stick to standard fonts like Arial or Times New Roman, and keep font sizes between 14-16px for body text

[Learn more about optimizing email content and improving sender reputation](../../marketing/email-campaigns/sender-reputation-guide).

## Pay attention to technical details

Technical aspects such as authentication and sending practices can significantly affect deliverability.

Technical details to pay attention to:

* **Set up a custom email domain** — Authenticate your brand and email by setting up a custom email domain. [Learn to connect a custom email domain](../../marketing/email-campaigns/connecting-a-custom-email-domain).
* **Avoid spam traps** — Ensure that your email list is clean and avoid buying lists. [Learn more about spam traps](../../marketing/email-campaigns/spam-traps-what-are-they-and-how-to-avoid-them).
* **Optimize HTML formatting** — Ensure your HTML is clean and well-formatted. Avoid using excessive code and complex structures.

## Optimize email design

Well-designed emails are more likely to be delivered successfully and encourage engagement from your recipients.

Tips to optimize email design for better deliverability:

* **Keep the design simple** — Avoid overly complex designs that may not render well across all email clients
* **Limit the use of images** — Too many images can trigger spam filters; stick to a 60:40 text-to-image ratio
* **Use Alt Text for images** — Helps with accessibility and provides context if images don't load
* **Optimize images for fast loading** — Compress images to reduce email size
* **Include clear calls-to-action** — Make it easy for recipients to know what action to take next
* **Avoid excessive links** — Too many links can trigger spam filters
* **Optimize preview text** — This snippet of text appears next to your subject line and can entice readers to open your email. [Learn more about preview text](../../marketing/email-campaigns/how-to-edit-your-preview-text).

## Monitor and analyze performance

After you have designed and shared your email Newsletter, monitor and analyze performance regularly to identify issues early and make necessary adjustments.

Tips for monitoring email performance:

* **Track key metrics** — This includes click-through rates, bounce rate, unsubscribe rates, and the number of complaints. *Open rates are not a reliable measure of engagement*. [Learn more about Newsletter analytics](../../products/newsletters/newsletter-analytics).
* **Conduct regular audits** — Periodically review your [email Newsletter subscribers](../../products/newsletters/newsletters-overview) and [list hygiene](../../marketing/email-campaigns/best-practices-for-growing-and-maintaining-your-contact-lists).
* **Ask for feedback** — Encourage your subscribers to provide feedback on your emails.


# Customize a Newsletter
Source: https://help.kajabi.com/articles/products/newsletters/customizing-your-newsletter

Design the look and feel of your Newsletter for subscribers and visitors, including theme settings, text editing, and post configuration.

Your **Newsletter** appearance is controlled by your Website Theme Settings, rich text editor options, and post-level configuration. Customize these to create a consistent brand experience for subscribers and visitors.

## Design the member experience

Kajabi keeps your branding colors aligned and consistent by using your Website Theme Settings to determine the primary colors of your Newsletter.

[Learn to update your website theme settings](../../website/pages/creating-your-website).

Customize the member experience with your Newsletter Product(s) by editing your Website Theme and designing a look and feel consistent with your brand and voice.

<Note>
  **Note:** If you have multiple Newsletter Products, any changes you make in the builder to Newsletter pages in your Website Theme apply to all of your Newsletter Products.
</Note>

### Edit the website theme

1. Open the **Website** tab from your Dashboard
2. Click **Design**
3. Click **Customize** in the corner of your **Design** page

<div>
  <iframe />
</div>

4. Use the left sidebar to customize the look and feel of your Newsletter page

<img alt="Newsletter customization sidebar" />

Once you have accessed your Website Theme, you can design your page with the Kajabi Page Builder. [Learn more about the Page Builder](../../website/pages/pages-explained).

5. Use the page selector at the top of the builder to navigate between different page views

<div>
  <iframe />
</div>

<Note>
  **Note:** Your Website Theme gives you the best preview of the member experience with your Newsletter. As you create Newsletter Posts, the text appears plain in the Newsletter Builder, but you can customize the appearance within the Website Theme to match your brand and voice.
</Note>

## Personalize Newsletter post and email display

Customize your Newsletter settings for emails and web posts. By default, your Newsletter uses your website theme for the appearance of your email. You can override these default settings to customize your Newsletter Posts and emails without changing your website display settings. Navigate to your settings to use a custom email template with custom fonts, colors, and content blocks.

### Customize the email template and override website settings

1. Open the **Products** tab from your Dashboard
2. Click the **Newsletters** tab
3. Click the **Customize** icon (the artist palette located in the top right)
4. Click **Change email style setting** to customize

<img alt="Email style settings" />

### Override font styles in web posts

1. Open the **Products** tab from your Dashboard
2. Click the **Newsletters** tab
3. Open the **...** icon
4. Click **Settings**
5. Within your Newsletter Settings, scroll to the **Customization** settings
6. Use the toggle to **Override website font styles** under "Web post personalization"

<img alt="Override font styles" />

## Newsletter text editing

Customize your text with the Newsletter rich text editing tool. As you develop content, you can quickly apply formatting with the forward slash (/) to create blockquotes, highlights, lists, and more.

<Tip>
  **Tip:** Add and edit images with Adobe Express for free using the rich text editing tool. [Learn more about Adobe Express in Kajabi](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express).
</Tip>

### Use the rich text editing tool

1. Open the **Products** tab from your Dashboard
2. Open the **Newsletters** tab
3. Click **New post** or select a drafted post
4. Press **Enter** to place your cursor on a line
5. Press the **command key** (⌘) + **forward slash** (**/**) on your keyboard
6. Select your desired stylization from the pop-up

<div>
  <iframe />
</div>

<Note>
  **Note:** The Newsletter Title is controlled by the H1 setting in your Website Theme under your [Style Guide settings](../../website/pages/customize-your-page-font-and-style-with-the-style-guide) and the body size settings control the body of the post.
</Note>

## Post settings

Customize your Post thumbnail, Tags, Authors, Post URL, and Email Settings to improve your Newsletter SEO and brand visibility.

### Post thumbnail

Upload a thumbnail for your Newsletter Post to capture potential readers and encourage them to click into the post. Your thumbnail is displayed in your Newsletter Dashboard:

<img alt="Post thumbnail" />

### Tags

Help your Newsletter audience sort through topics with tags. By applying tags to your post, readers can filter their view of your web Newsletter Posts.

Add a tag by typing the name and pressing the **Enter** or **Tab** key.

### Authors

Build brand visibility and credibility by publicizing your authors.

Add an author by typing the name and pressing the **Enter** or **Tab** key.

### Hide from web

Enable or disable your post from the publicly visible Newsletter feed on the web. This is a great tool for giving exclusive access to your Newsletter email recipients. Navigate to **Audience** in your Newsletter Post Settings to choose which subscribers receive your Newsletter email.

Toggle off to make your post publicly visible on your Newsletter feed:

<img alt="Hide from web toggle off" />

Toggle on to remove the post from your publicly visible Newsletter feed:

<img alt="Hide from web toggle on" />

## SEO and sharing

### URL slug

Update your Newsletter Post URL ID and customize your URL language to improve SEO and sharing capabilities. Entering text into the **Post URL** field adds your copy to the end of your link.

Preview your URL directly below the **Post URL** text field:

<img alt="URL slug preview" />

### Page title

Give your Newsletter Page a clear and accurate title for SEO and sharing in 60 characters or less.

### Page description

Describe your Newsletter Page content in 160 characters or less.

## Email settings

* **Email Subject** — Capture your email recipient's attention with a strong subject line. [Learn email subject best practices](../../marketing/email-campaigns/best-practices-for-email-subject-lines).
* **Preview Text** — A snippet of copy commonly displayed beneath the sender name and subject line in your subscriber's email inbox. Depending on the email client, the Preview Text may appear next to the subject line:

<img alt="Email preview text" />

[Learn tips to optimize your preview text](../../marketing/email-campaigns/how-to-edit-your-preview-text).

* **Audience** — Choose which subscribers receive your Newsletter email:
  * All subscribers
  * A segment of your subscribers — Create and manage segments in your **Contacts** tab. [Learn more about segmenting contacts](../../contacts/manage-your-contacts/segment-your-contacts).
  * Only free subscribers
  * [Only paid subscribers](../../products/newsletters/how-to-create-exclusive-access-to-your-newsletter)
  * None

<Note>
  **Note:** To delete a post, open your Newsletter Post Settings and navigate to **Delete Post** to permanently delete a post from your Newsletter.
</Note>


# Customize a Newsletter: Premier vs. Encore
Source: https://help.kajabi.com/articles/products/newsletters/customizing-your-newsletter-premier-vs-encore

Compare Newsletter customization options between Premier and Encore website themes.

**Premier** and **Encore** website themes offer different levels of Newsletter customization.

## Newsletters and themes

Creating a Newsletter creates three pages on your website:

* Newsletter
* Newsletter Post
* Newsletter Subscribe

If you have the latest version of Encore or a theme created by third-party developers that includes the three Newsletter Website pages installed, you can customize these pages in your site builder. If you use earlier versions of Encore, Legacy Premier themes, or themes created by third-party developers that do not include the Newsletter Website pages, these pages are styled according to your site's theme [settings](../../website/pages/customize-your-page-font-and-style-with-the-style-guide) and cannot be customized with additional content blocks.

If you do not have a theme installed, the Newsletter pages are rendered according to the Kajabi defaults to match other fallback pages.

## Encore

If you are using the latest version of Encore, you can design and customize your Newsletter pages with Encore's robust suite of editing features.

<img alt="Encore newsletter customization" />

## Premier

If you have not updated your site theme to the latest version of Encore, your Newsletter pages display your site's theme settings and cannot be customized with additional content blocks or page layouts.

<img alt="Premier newsletter display" />

<Tip>
  **Tip:**
  If you are using Premier but want to customize the Newsletter sign-up experience, you can [create a separate landing page](../../website/pages/how-to-add-pages-to-your-website) with a Form block linked to your Newsletter Form. [Learn to create a Form block](../../website/pages/how-to-add-a-form-to-your-page).
</Tip>


# Create exclusive Newsletter access
Source: https://help.kajabi.com/articles/products/newsletters/how-to-create-exclusive-access-to-your-newsletter

Use Subscriber and Paywall breaks to protect and monetize Newsletter content.

Create exclusive access to your Newsletter content with the **Subscriber** and **Paywall** breaks. Encourage Newsletter visitors to engage, subscribe, and/or purchase your Newsletter to gain access to exclusive content.

## Exclusive Newsletter access

Protect your content and monetize your Newsletter by creating exclusive access to your Newsletter Product(s). With the Subscriber and Paywall breaks, you can design Newsletter Posts that encourage visitors to convert into subscribers and even paid subscribers.

**Subscriber break:**

<img alt="Subscriber break example" />

**Paywall break:**

<img alt="Paywall break example" />

<Tip>
  **Tip:**
  Leverage your Newsletter Post Settings to customize exclusive access by [hiding your post](../../products/newsletters/customizing-your-newsletter#h_01J3KYTT2CYAWFYF56X9ACS5MW) from your Newsletter page or by [segmenting the audience that receives your Newsletter email](../../products/newsletters/customizing-your-newsletter#h_01HTQH5F7P9TTC442YWCY9KD52).
</Tip>

## Subscriber break

### How Subscriber breaks work

A Subscriber break hides all the content below the break from any non-subscribers:

<img alt="Subscriber break" />

Subscribers must be logged into your site to view the exclusive content. Kajabi makes it easy for visitors to log in by providing a clickable link/button to become a subscriber or log in:

<div>
  <iframe />
</div>

### Add a Subscriber break

1. Navigate to your **Newsletter** tab
2. Select an existing **Newsletter** or [create one](../../products/newsletters/newsletters-overview)
3. Select the **Newsletter Post** you wish to edit or [create one](../../products/newsletters/newsletters-overview)
4. Press **Enter** in the location you want to place your Subscriber break. The content above the break is publicly visible and the content below the break is only accessible to your Newsletter subscribers.
5. Click the **+** icon or press **CMD** + **/** to open the text formatting options

<img alt="Text formatting options" />

6. Select **Subscriber break**

<img alt="Select subscriber break" />

This adds your Subscriber break to your Newsletter Post:

<img alt="Subscriber break added" />

To preview your Subscriber break, click the **eye** icon in the top-right corner of your Newsletter Post editor.

## Paywall break

1. Navigate to your **Newsletter** tab
2. Select an existing **Newsletter** or [create one](../../products/newsletters/newsletters-overview)
3. Select the **Newsletter Post** you wish to edit or [create one](../../products/newsletters/newsletters-overview)
4. Press **Enter** in the location you want to place your Paywall break. The content above the break is publicly visible and the content below the break is only accessible to your paid Newsletter subscribers.
5. Click the **+** icon or press **CMD** + **/** to open the text formatting options

<img alt="Text formatting options" />

6. Select **Paywall break**

<img alt="Select paywall break" />

This adds your Paywall break to your Newsletter Post:

<img alt="Paywall break added" />

If you do not have an Offer connected to your Newsletter, you need to select a Paywall Offer.

1. Click on your Paywall break
2. Click **Select Offer** to choose the Offer that grants access to the paywalled content


# Grow Newsletter subscribers
Source: https://help.kajabi.com/articles/products/newsletters/how-to-grow-your-newsletter-subscribers

Build a strong subscriber base for your Newsletter with a simple, effective growth roadmap.

Building a strong **subscriber base** is essential for expanding your reach and nurturing meaningful connections with your audience. Whether you are starting out or looking to boost your subscriber count, these strategies can help.

## Define a value proposition

Before promoting your Newsletter, clearly define what value you offer to subscribers.

Ask yourself: What unique insights, knowledge, or benefits do you provide?

Understanding your value proposition helps you attract the right audience.

## Create compelling opt-in incentives

Entice visitors to subscribe by offering valuable incentives such as exclusive content.

Make sure your opt-in incentives align with your audience's interests and address their needs or pain points.

## Leverage social media

Harness the power of social media to reach a wider audience and drive traffic to your Newsletter signup page.

Share snippets of your Newsletter content, engage with your followers, and utilize targeted advertising to promote your Newsletter effectively.

## Collaborate with influencers or partners

Partner with influencers, bloggers, or complementary businesses in your niche to reach audiences beyond your own.

Guest blog posts, joint webinars, or co-hosted events can expose your Newsletter to a broader network of potential subscribers.

## Optimize for SEO

Optimize your content for search engines to increase visibility and attract organic traffic.

Create valuable, keyword-rich content that addresses your audience's interests and includes clear calls-to-action prompting visitors to subscribe.

## Encourage referrals

Encourage your existing subscribers to refer friends, colleagues, or family members to your Newsletter.

## Analyze and iterate

Regularly monitor your subscriber growth and engagement metrics to evaluate the effectiveness of your strategies.

Experiment with different tactics, track results, and refine your approach based on what works best for your audience.


# Launch a successful Newsletter subscription
Source: https://help.kajabi.com/articles/products/newsletters/how-to-launch-a-successful-newsletter-subscription

Plan and execute a Newsletter subscription strategy that connects with your audience and drives business growth.

Launching a **Newsletter subscription** can be a powerful way to connect with your audience, build brand loyalty, and drive sales. To get the most out of this strategy, approach the launch with careful planning and execution.

## Define goals

Before diving into the logistics of creating your Newsletter, define what you want to achieve. Are you aiming to increase website traffic, generate leads, add a revenue stream, or keep your audience informed? Clear goals help you shape your content strategy and measure success.

**If your goal is to grow your subscriber count, consider:**

* **Offering exclusive content** — Provide your subscribers with valuable, exclusive content like e-books, guides, or special deals. This incentivizes sign-ups by offering something they can't get elsewhere.
* **Leveraging social proof** — Showcase testimonials, subscriber numbers, or case studies to build trust and encourage sign-ups. Seeing others benefit from your content motivates potential subscribers to join.

**If your goal is adding another revenue stream, here are three tips:**

* **Create premium, exclusive content** — Offer high-value, specialized content that isn't available in your free Newsletter. This can include in-depth analysis, expert interviews, or niche insights that justify a paid subscription.
* **Subscription-based Offers equal recurring revenue** — Implementing a Newsletter subscription provides steady, predictable income.
* **Bundling content adds value** — Are you already offering a Course or Membership Site on Kajabi? Create an additional Offer that includes a subscription to your Newsletter for added value. You can sell this Offer at a higher price, thanks to the additional value you're providing.

## Know your audience

Understanding your target audience is critical to crafting content that resonates. Consider factors such as demographics, interests, and pain points. What type of content does your audience find valuable? Will they prefer educational articles, product updates, exclusive offers, or industry news? Tailoring content to meet their needs increases engagement and subscriber retention.

[Read more about improving Newsletter deliverability](../../products/newsletters/best-practices-to-improve-deliverability-of-your-email-newsletters)

<img alt="Audience research" />

## Analyze and refine

Once your Newsletter is up and running, track its performance and make continuous improvements. Kajabi's Newsletter feature provides analytics on open rates, click-through rates, subscribers, unsubscribe rates, and more. Use this data to understand what's working and what's not. A/B testing different subject lines, content formats, and CTAs can help you optimize your Newsletter for better results.

<img alt="Newsletter analytics" />

[Learn more about Newsletter analytics](../../products/newsletters/newsletters).

## Engage with subscribers

Building a loyal subscriber base requires ongoing engagement. Encourage feedback by including surveys or asking questions in your Newsletter. Respond to comments and emails promptly to foster a sense of community. Consider offering exclusive content, such as early access to products or special discounts, to reward loyal subscribers.

## Stay consistent

Consistency is key to maintaining subscriber interest. Stick to a regular sending schedule, whether it's weekly, bi-weekly, or monthly. Consistent delivery builds trust and keeps your brand top of mind. However, avoid overloading your subscribers' inboxes, as this can lead to unsubscribes.

* **Create a content calendar** — Plan your Newsletter topics and send dates in advance to stay organized and avoid last-minute scrambles
* **Batch content creation** — Write and schedule multiple Newsletter Posts in one sitting, so you always have content ready to go, even during busy periods
* **Automate scheduling** — Automate your Newsletter sends to ensure timely delivery, even if you're tied up with other tasks


# Manage Newsletter comments
Source: https://help.kajabi.com/articles/products/newsletters/how-to-manage-newsletter-comments

Configure comment visibility as visible, hidden, or locked per post when comments are enabled for a Newsletter.

**Newsletter Post comments** can be configured as visible, hidden, or locked on a per-post basis when comments are enabled for your Newsletter Product.

## Enable or disable comments

With Newsletters, you can enable or disable comments across all of your Newsletter Posts by configuring the comments setting within your Newsletter Settings.

### Set Newsletter comment settings

1. Navigate to the **Products** tab
2. Select the **Newsletter Product** you wish to update
3. Open **Settings**

<img alt="Newsletter settings" />

4. Scroll to the bottom of the page to **Comment Settings**
5. Select **Enable comments** to enable or disable your comments
   * Enabled: Toggle is dark black
   * Disabled: Toggle is a light grey
6. Click **Save** to keep and apply your changes

<img alt="Comment settings toggle" />

If you choose to enable your Newsletter comments, you can change the comment visibility per post or lock all comments from your Newsletter Post Settings:

<img alt="Post comment settings" />

## Change comment visibility: visible, hidden, locked

Change the visibility of comments for each Newsletter Post:

1. Open the **Products** tab in the Dashboard
2. Select the **Newsletter Product** you wish to update
3. Click an existing **Newsletter Post** or [create one](../../products/newsletters/newsletters-overview)
4. Open your **Newsletter Post Settings**

<img alt="Newsletter post settings" />

5. Navigate to the **Post Comments** section

<img alt="Post comments section" />

6. Select your desired **Comment** visibility

<img alt="Comment visibility options" />

Your Newsletter subscribers and visitors can view visible and locked Newsletter Post Comments when comments are enabled for your Newsletter Product.

## User experience

To encourage conversion and help build your list, commenting or replying requires the user to be logged in as a Newsletter subscriber or to join your Newsletter.

If a visitor is not logged in when they attempt to reply to a comment or create one, they are required to join the conversation. Clicking the link to join displays a pop-up modal prompting them to enter the email address associated with their account:

<img alt="Join conversation modal" />

If they are not a subscriber, they are redirected to their email inbox to confirm their subscription.

### Visible

A *visible* comment box is visible on the page, shows existing comments in the thread, and gives users the ability to add comments:

<img alt="Visible comments" />

### Hidden

A *hidden* comment box is not visible on the page and does not show existing comments in the thread:

<img alt="Hidden comments" />

### Locked

A *locked* comment box removes users' ability to add comments. However, existing comments remain visible:

<img alt="Locked comments" />

## Access the Newsletter comments manager

View and manage all Newsletter Comments posted to your Newsletter Products.

1. Open the **Products** tab from your Dashboard
2. Select the **Newsletters** tab
3. Click **Manage Comments**

<img alt="Manage comments button" />

## Delete and restore comments

Delete and restore comments from the Newsletter comments manager.

<Note>
  **Note:** [Disabling comments](#enable-or-disable-comments) hides all Newsletter Comments within a Newsletter Product. You need to enable Newsletter Product Comments to display the comments posted to your Newsletter.
</Note>

### Delete a comment

1. Open the **Products** tab from your Dashboard
2. Select the **Newsletters** tab
3. Click **Manage Comments**

<img alt="Manage comments" />

4. Select the checkbox to the left of the comment you want to delete
5. Open the **Actions** dropdown menu
6. Click **Delete**

<img alt="Delete comment action" />

### Restore a deleted comment

1. Open the **Products** tab from your Dashboard
2. Select the **Newsletters** tab
3. Click **Manage Comments**

<img alt="Manage comments" />

4. Click the **Deleted** tab to view all deleted comments

<img alt="Deleted comments tab" />

5. Select the checkbox to the left of the comment you want to restore
6. Click **Restore**

<img alt="Restore comment" />


# View Newsletter analytics
Source: https://help.kajabi.com/articles/products/newsletters/newsletter-analytics

Track key metrics across overview, audience, engagement, and health to optimize your Newsletter strategy.

**Newsletter analytics** help you understand how your Newsletter is performing. Your Newsletter dashboard displays real-time data on subscriber growth, email opens, clicks, bounces, and complaints. Use these metrics to identify what resonates with your audience and refine your content strategy.

## Access Newsletter analytics

1. Open the **Products** tab from your Dashboard
2. Click **Newsletters**
3. Navigate to the top of your Newsletter Dashboard to view your Newsletter analytics

<img alt="Newsletter analytics dashboard" />

Your analytics display for the Newsletter Posts published during your selected time frame:

<img alt="Analytics time frame" />

## Overview metrics

View the overview metrics for the Newsletter Posts published within your selected time frame.

* **Subscribers** — The number of subscribers from posts published during your selected time frame
* **Open rate** — The percentage of Newsletter Posts opened during your selected time frame
* **Click rate** — The percentage of Newsletter Posts with a link that was clicked during your selected time frame

## Audience metrics

View your audience metrics for the Newsletter Posts published within your selected time frame.

* **New subscribers** — The total number of subscribers that subscribed through your published Newsletter Posts during your selected time frame
* **Unsubscribes** — The percentage of unsubscribes that occurred during your selected time frame
* **Net subscribers** — The percentage of net subscribers (subscribers minus unsubscribes) that occurred during your selected time frame

## Engagement metrics

View your engagement metrics for the Newsletter Posts published within your selected time frame.

* **Open rate** — The number of Newsletter emails opened during your selected time frame
* **Click rate** — The percentage of Newsletter Posts with a link that was clicked during your selected time frame
* **Impressions** — The number of views on the Newsletter Post from your email subscribers

## Health metrics

View your health metrics for the Newsletter Posts published within your selected time frame.

* **Bounce rate** — The number of Newsletter Posts published that did not make it to the subscribers' email inbox as a result of a [hard bounce](../../marketing/email-campaigns/email-metrics-overview)
* **Complaints** — The number of [complaints](../../marketing/email-campaigns/email-metrics-overview) that occurred from Newsletter Posts published during your selected time frame
* **Unsubscribes** — The number of unsubscribes that occurred during your selected time frame


# Get started with Newsletters
Source: https://help.kajabi.com/articles/products/newsletters/newsletters

Create, customize, publish, and track Newsletter posts to grow your audience and build your business.

**Newsletters** help you grow your business by reclaiming control of your content and audience. Take back ownership from social media platforms while building a direct relationship with your subscribers through consistent, valuable written content.

Think of a Newsletter as the digital version of a magazine subscription. Readers discover your content, subscribe for regular delivery, and become part of a growing audience you fully control. As your subscriber base expands, you can monetize your content — just as magazines use ads and other value-driven strategies.

## Newsletter vs. Newsletter posts

With Kajabi, a Newsletter is like a magazine brand, and Newsletter Posts are individual issues released on your publishing schedule (weekly, monthly, etc.).

Your Newsletter contains all of your Newsletter Posts:

<img alt="Newsletter posts dashboard" />

If your readers are engaged and find value in your content, they can subscribe to receive your Newsletter Posts as soon as you publish.

<Note>
  **Note:**
  Newsletter monetization is coming to Kajabi in a future update.
</Note>

## What Newsletter readers see

Use your Newsletter as a tool to build your list and kickstart your business by making it your website homepage. By default, your Newsletter page uses your website theme's home page. [Learn to change your homepage](../../website/pages/change-your-homepage).

This brings visitors directly to your Newsletter for a frictionless experience. Visitors can consume your content and subscribe directly from your Newsletter page:

<img alt="Newsletter subscribe button" />

After a visitor clicks **Subscribe**, they receive a verification email (Double Opt-in confirmation) to confirm their subscription. After confirming, they are redirected back to the Newsletter Post they were viewing.

After subscribers verify their email address, Kajabi captures their email and adds them to your [Contacts tab](../../contacts/manage-your-contacts/contacts-tab-overview).

The recommended next step is to customize your additional Newsletter pages, including the Newsletter Subscription page and the Newsletter Post page.

As your website grows, you can add more landing pages to your Newsletter. These pages are connected via the navigation menu. [Learn more about navigation menus](../../website/navigation/build-navigation-menus).

<Note>
  **Note:**
  Double Opt-in is set up by default to ensure that your subscribers receive your Newsletter and strengthen your [sender reputation](../../marketing/email-campaigns/sender-reputation-guide). [Learn more about Double Opt-in](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in).
</Note>

## Create a Newsletter

Your first three Newsletter Posts have been pre-generated by Kajabi. From here you can edit those pre-generated posts or create a post from scratch.

### Create a Newsletter Post

1. Open the **Products** tab from your Dashboard
2. Open the **Newsletters** tab
3. Click **New post**

<div>
  <iframe />
</div>

## Customize a Newsletter

Your account has a website theme designed specifically for Newsletters. Themes control how your written Newsletter content is viewed on the web. Kajabi offers [additional website themes](https://app.kajabi.com/admin/sites/2147615749/themes/pick) that you can explore and customize further.

If you signed up for Kajabi Newsletters Beta before May 1st, 2023, you need to install the Scope website theme. [Learn how to install a website theme](../../website/pages/how-to-upload-a-new-website-template).

### Design the member experience

Customize the member experience with your Newsletter Product by editing your Website Theme and designing a look and feel consistent with your brand and voice.

#### Edit the website theme

1. Open the **Website** tab from your Dashboard
2. Click **Design**
3. Click **Customize** in the corner of your **Design** page

<div>
  <iframe />
</div>

4. Use the left sidebar to customize the look and feel of your Newsletter page

<img alt="Website theme customization sidebar" />

Once you have accessed your Website Theme, you can design your page with the Kajabi Page Builder. [Learn more about the Page Builder](../../website/pages/pages-explained).

5. Use the page selector at the top of the builder to navigate between different page views

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Your Website Theme gives you the best preview of the member experience with your Newsletter. As you create Newsletter Posts, the text appears plain in the Newsletter Builder, but you can customize the appearance within the Website Theme to match your brand and voice.
</Note>

### Newsletter text editing

Customize your text with the Newsletter rich text editing tool. As you develop content, you can quickly apply formatting with the forward slash (/) to create blockquotes, highlights, lists, and more.

#### Use the rich text editing tool

1. Open the **Products** tab from your Dashboard
2. Open the **Newsletters** tab
3. Click **New post** or select a drafted post
4. Press **Enter** to place your cursor on a line
5. Press the **command key** (⌘) + **forward slash** (**/**) on your keyboard
6. Select your desired stylization from the pop-up

<div>
  <iframe />
</div>

The rich text editor offers a variety of formatting and features for your text:

<img alt="Rich text editor options" />

Additionally, the text highlight button can be accessed by double-clicking text or highlighting text.

<img alt="Text highlight features" />

#### Text highlight features

* Header size 1 in a larger format
* Header size 1 in a smaller format
* **Bold text**
* *Italicized text*
* Underlined text
* Strikethrough text
* Highlighted text (defaulted to your chosen theme's primary color, with other color options to choose from)
* Clear formatting — returns text to its original form
* Link — add a link in text
* Indentation
* Bulleted list
* Numbered list

### Post settings

Customize your Post thumbnail, Tags, Authors, Post URL, and Email Settings to improve your Newsletter SEO and brand visibility:

<img alt="Post settings panel" />

#### Post thumbnail

Upload a thumbnail for your Newsletter Post to capture potential readers and encourage them to click into the post. The chosen thumbnail image also appears in the Newsletter Hero content block that can be added to your Newsletter, Newsletter Post, and Newsletter Subscribe Pages, as well as being displayed in your Newsletter Dashboard:

<img alt="Post thumbnail display" />

#### Tags

Help your Newsletter audience sort through topics with tags. By applying tags to your post, readers can filter their view of your web Newsletter Posts.

Add a tag by typing the name and pressing the **Enter** or **Tab** key.

#### Authors

Build brand visibility and credibility by publicizing your authors.

Add an author by typing the name and pressing the **Enter** or **Tab** key.

#### Post URL

Update your Newsletter Post URL ID and customize your URL language to improve SEO and sharing capabilities. Entering text into the **Post URL** field adds your copy to the end of your link.

Preview your URL directly below the **Post URL** text field:

<img alt="Post URL preview" />

#### Email settings

* **Email Subject** — Capture your email recipient's attention with a strong subject line. [Learn email subject best practices](../../marketing/email-campaigns/best-practices-for-email-subject-lines).
* **Preview Text** — A snippet of copy commonly displayed beneath the sender name and subject line in your subscriber's email inbox. Depending on the email client, the Preview Text may appear next to the subject line:

<img alt="Email preview text example" />

[Learn tips to optimize your preview text](../../marketing/email-campaigns/how-to-edit-your-preview-text).

<Note>
  **Note:**
  To delete a post, open your Newsletter Post Settings and navigate to **Delete Post** to permanently delete a post from your Newsletter.
</Note>

## Publish a Newsletter

Share your Newsletter and make it publicly visible by publishing your Newsletter and Newsletter Post(s).

### Publish a Newsletter Post

1. Open the **Products** tab from your Dashboard
2. Click **Newsletters**
3. Open the Newsletter Post you wish to publish
4. Navigate to the top corner of your Newsletter editor
5. Click **Publish**
6. Select when to publish (**Right now** or **Schedule for Later**)
7. Click **Continue and Review**
8. Review your selections and click **Publish and send, right now** or **Schedule for (date)** after confirming your publishing selections

<div>
  <iframe />
</div>

After publishing, your subscribers receive an email notification with the published Newsletter Post and the post is published to your Newsletter on your website.

## View Newsletter analytics

Gain insight into how your Newsletter is performing by reviewing overview, audience, engagement, and health metrics.

### Access Newsletter analytics

1. Open the **Products** tab from your Dashboard
2. Click **Newsletters**
3. Navigate to the top of your Newsletter Dashboard to view your Newsletter analytics

<img alt="Newsletter analytics dashboard" />

Your analytics display for the Newsletter Posts published during your selected time frame:

<img alt="Analytics time frame selector" />

### Overview

View the overview metrics for the Newsletter Posts published within your selected time frame.

* **Subscribers** — The number of subscribers from posts published during your selected time frame
* **Open rate** — The percentage of Newsletter Posts opened during your selected time frame
* **Click rate** — The percentage of Newsletter Posts with a link that was clicked during your selected time frame

### Audience

View your audience metrics for the Newsletter Posts published within your selected time frame.

* **New subscribers** — The total number of subscribers that subscribed through your published Newsletter Posts during your selected time frame
* **Unsubscribes** — The percentage of unsubscribes that occurred during your selected time frame
* **Net subscribers** — The percentage of net subscribers (subscribers minus unsubscribes) that occurred during your selected time frame

### Engagement

View your engagement metrics for the Newsletter Posts published within your selected time frame.

* **Open rate** — The number of Newsletter emails opened during your selected time frame
* **Click rate** — The percentage of Newsletter Posts with a link that was clicked during your selected time frame
* **Impressions** — The number of views on the Newsletter Post from your email subscribers

### Health

View your health metrics for the Newsletter Posts published within your selected time frame.

* **Bounce rate** — The number of Newsletter Posts published that did not make it to the subscribers' email inbox as a result of a [hard bounce](../../marketing/email-campaigns/email-metrics-overview)
* **Complaints** — The number of [complaints](../../marketing/email-campaigns/email-metrics-overview) that occurred from Newsletter Posts published during your selected time frame
* **Unsubscribes** — The number of unsubscribes that occurred during your selected time frame


# Newsletters overview
Source: https://help.kajabi.com/articles/products/newsletters/newsletters-overview

Create, publish, and manage Newsletter subscribers to grow your audience and build your business.

**Newsletters** help you grow your business by reclaiming control of your content and audience. Take back ownership from social media platforms while building a direct relationship with your subscribers through consistent, valuable written content.

As your subscriber base grows, you can monetize your content — just as magazines use ads and other value-driven strategies. Maximize your existing content by promoting your Offers in your Newsletter.

<Tip>
  **Tip:** Promote your existing Offers in your Newsletter to maximize your content.
</Tip>

## Newsletter vs. Newsletter posts

With Kajabi, a Newsletter is like a magazine brand, and Newsletter Posts are individual issues released on your publishing schedule (weekly, monthly, etc.).

Your Newsletter contains all of your Newsletter Posts:

<img alt="Newsletter posts" />

If your readers are engaged and find value in your content, they can subscribe to receive your Newsletter Posts as soon as you publish.

## What Newsletter readers see

Use your Newsletter as a tool to build your list and kickstart your business by making it your website homepage. [Learn to change your homepage](../../website/pages/change-your-homepage).

This brings visitors directly to your Newsletter for a frictionless experience. Visitors can consume your content and subscribe directly from your Newsletter page:

<img alt="Newsletter page" />

### Newsletter forms

What happens when a visitor clicks **Subscribe** on your Newsletter? The subscribe button opens your Newsletter Form:

<div>
  <iframe />
</div>

Your Newsletter Form captures and collects the information of visitors wanting to receive and access your Newsletter on a regular basis.

Update and edit your Newsletter Form by visiting your Form Builder in Kajabi. Your Newsletter Form shares the same name as your Newsletter to help you locate it in the **Forms** tab:

<img alt="Newsletter form" />

### Capture subscribers

After a visitor clicks **Subscribe**, they receive a verification email (Double Opt-in confirmation) to confirm their subscription. After confirming, they are redirected back to the Newsletter Post they were viewing.

After subscribers verify their email address, Kajabi captures their email and adds your subscriber to your [Contacts tab](../../contacts/manage-your-contacts/contacts-tab-overview).

<Note>
  **Note:** Double Opt-in is set up by default to ensure that your subscribers receive your Newsletter and strengthen your [sender reputation](../../marketing/email-campaigns/sender-reputation-guide). [Learn more about Double Opt-in](../../marketing/forms/how-to-set-up-a-form-with-double-opt-in).
</Note>

## Create a Newsletter

### Create a Newsletter Product

1. Open the **Products** tab from your Dashboard
2. Select **All products** or **Newsletters**
3. Click **+ New Product** or **New newsletter**
4. After clicking **+ New Product**, select the **Newsletter** product
5. Click **Get Started**
6. Complete the on-screen instructions to create your Newsletter

<img alt="Create newsletter" />

<Tip>
  **Tip:** Create exclusive access to your Newsletter content. [Learn more about exclusive Newsletter access](../../products/newsletters/how-to-create-exclusive-access-to-your-newsletter).
</Tip>

If you are on a compatible Encore website theme, you need to upgrade to version 1.5.0 by clicking the link on your Newsletter product page.

If you are not on an Encore theme, your Newsletter pages inherit your site theme settings, but you are not able to add additional pages to the builder.

<img alt="Newsletter theme upgrade" />

### Create a Newsletter Post

1. Open the **Products** tab from your Dashboard
2. Open the **Newsletters** tab
3. Click **New post**

<div>
  <iframe />
</div>

## Publish a Newsletter

Share your Newsletter and make it publicly visible by publishing your Newsletter and Newsletter Post(s).

<Note>
  **Note:** Adjust your Newsletter Post Settings before publishing to choose which subscribers receive your Newsletter email and whether to hide your Newsletter Post from your webpage. [Learn more about customizing your Newsletter](../../products/newsletters/customizing-your-newsletter#h_01HTQH5F7P9TTC442YWCY9KD52).
</Note>

### Publish a Newsletter Post

1. Open the **Products** tab from your Dashboard
2. Click **Newsletters**
3. Open the Newsletter Post you wish to publish
4. Navigate to the top corner of your Newsletter editor
5. Click **Publish**
6. Select when to publish (**Right now** or **Schedule for Later**)
7. Click **Continue and Review**
8. Review your selections and click **Publish and send, right now** or **Schedule for (date)** after confirming your publishing selections

<div>
  <iframe />
</div>

After publishing, your subscribers receive an email notification with the published Newsletter Post and the post is published to your Newsletter on your website.

<Tip>
  **Tip:** Test out your Newsletter by subscribing with your personal email address.
</Tip>

## View Newsletter subscribers

Locate your Newsletter subscribers in your **Contacts** tab.

When a visitor subscribes to your Newsletter, they are subscribed to receive any of your Marketing emails. You can filter your **Contacts** tab to view contacts specifically subscribed to your Newsletter.

### Filter Newsletter subscribers

1. Open the **Contacts** tab from your Kajabi Dashboard
2. Click **Filters**
3. Select your **Category**, **Conditional**, and **Value**:
   * **Category**: Newsletter
   * **Conditional**: Subscribed to
   * **Value**: Newsletter title

<img alt="Newsletter subscribers filter" />

After creating a Filter, click **Apply Filters** or add another filter to narrow your list further.

<Note>
  **Note:** If you perform a bulk action in the **Contacts** tab to subscribe contacts to the Newsletter, you have the option to exclude contacts not subscribed to marketing emails.
</Note>

## FAQs

### **What is Kajabi's Newsletter product?**

Kajabi's Newsletter product lets you publish and monetize written content delivered directly to subscribers' inboxes. It's your own subscriber list, independent of social media algorithms, that you fully own and control.

### **Can I charge subscribers for access to my newsletter?**

Yes. You can create exclusive, paid newsletter access by connecting your Newsletter product to an Offer, allowing you to monetize your writing as a premium subscription.

### **Does Kajabi help me grow my newsletter audience?**

Yes. Kajabi includes tools to grow your subscriber list, including opt-in forms, landing pages, and funnels. You can also use free newsletter access as a lead generation tool to build your audience over time.

### **Can subscribers comment on newsletter posts?**

Yes. Kajabi lets you enable comments on newsletter posts, allowing subscribers to engage with your content and each other, creating a community feel around your writing.

### **Can I schedule newsletter issues in advance?**

Yes. When publishing a newsletter post, you can choose to send it immediately or schedule it for a future date, making it easy to plan your editorial calendar ahead of time.

### **How do I track how my newsletter is performing?**

Kajabi's Newsletter analytics dashboard shows you subscriber growth, open rates, click rates, bounces, and complaints in real time. This provides everything you need to understand what's resonating and refine your strategy.

### **Will my newsletter look professional on mobile?**

Yes. Kajabi's newsletter templates are responsive and designed to render cleanly across desktop and mobile devices.

### **Can I have both a public newsletter page and a paid subscriber archive?**

Yes. You can make some newsletter content publicly available on your website while gating premium posts behind a paid offer, letting leads discover your writing while monetizing your best content.

### **Is there a double opt-in for newsletter subscribers?**

Yes. Kajabi uses double opt-in by default for newsletter subscribers, which confirms subscriber intent and helps maintain a healthy sender reputation for better deliverability.

### How do subscribers unsubscribe from a Newsletter?

Every Newsletter email sent through Kajabi includes an automatic unsubscribe link in the footer. When a subscriber clicks it, they are removed from your Newsletter mailing list and will no longer receive email posts.

Unsubscribed contacts remain in your Contacts list, but their newsletter subscription status updates to reflect their opt-out. You can view and manage subscription status from the **Contacts** tab.

<Note>
  **Note:** Unsubscribing only removes the contact from receiving Newsletter emails. It does not revoke access to paid Newsletter content if they have an active Offer.
</Note>


# Understand RSS feeds
Source: https://help.kajabi.com/articles/products/podcasts/how-do-rss-feeds-work

Explore what an RSS feed is and how RSS feeds work with Kajabi Podcasts.

An **RSS feed** (Really Simple Syndication) is the backbone of Podcast distribution. Understanding how RSS feeds work helps you manage your Podcast hosting and distribution on Kajabi.

## What is RSS?

RSS stands for Really Simple Syndication and refers to files that are easily read by a computer application in order to automatically get the latest content from sources that are updated frequently, like websites, blogs, podcasts, and newsletters.

## How RSS feeds work

Podcast directories like Spotify, Apple, and Google don't actually store your podcast files. Instead, they use the RSS feed from your hosting site (Kajabi) to allow users to subscribe to your podcasts.

This means that once you create your Podcast on Kajabi, any time you update your podcast or publish a new episode, your podcast directories can use your RSS feed to automatically update and notify your subscribers.

[Learn more about using Podcasts on Kajabi](../../products/podcasts/how-to-create-and-publish-podcast-products-with-kajabi).

## What is an RSS feed reader?

An RSS feed reader is a third-party application that allows you to have multiple RSS feeds in one place. An RSS feed reader will automatically check your websites for new content so that you don't have to check multiple places for the latest content.

Below is a list of popular RSS feed readers:

* [Feedly](https://feedly.com/)
* [Inoreader](https://www.inoreader.com/)
* [Feeder](https://feeder.co/)


# Create a private Podcast
Source: https://help.kajabi.com/articles/products/podcasts/how-to-create-a-private-podcast

Create, manage, and publish your private Podcast in Kajabi.

<div>
  <iframe />
</div>

**Private Podcasts** in Kajabi restrict access to only those who have purchased or been granted an Offer connected to your Podcast. Use private Podcasts to monetize exclusive audio content or deliver members-only episodes.

## Create a private Podcast in Kajabi

1. Open the **Products** tab from the dashboard
2. Select **Podcasts**
3. Click **Get Started** or **+New podcast**
4. Select **Create a new podcast** and click **Continue**
5. Enter the following about the new Podcast:
   * **Title**
   * **Hosted by**
   * **Brief description**
6. Select **Private** as the **Podcast availability type**. Then, click **Continue**.
   <img alt="Private Podcast New" title="Private Podcast New" />
7. Select your **Podcast Language** and **Podcast category**
8. Next, choose whether you would like your Podcast to appear in episodic or serial order:
   * **Episodic** will order your Podcast episodes starting with the most recent episode at the top of the list
   * **Serial** will order your Podcast episodes from oldest to newest, organized by season
9. Click **Continue**
10. Finally, customize the appearance of your Podcast by selecting a **Primary** and **Accent color**, along with a thumbnail image
11. Click **Save and Finish**

### Preview the Podcast page

Your Podcast page will automatically generate with a URL in the format of: [https://domain.com/podcasts/your-podcast-name](https://domain.com/podcasts/your-podcast-name).

Preview your Podcast page and your page URL by clicking the **Preview** icon at the top right of the Podcast Editor:

<img alt="Preview" />

## Edit Podcast details

1. Click the **Settings** tab in the top menu of your Podcast page.

The following details can be edited:

* **Podcast title**
* **Hosted by**
* **Owner email**
* **Copyright**
* **Language**
* **Description**
* Thumbnail Image
* Select if the **Podcast contains explicit content**
* Select if you wish to **Disable episodes from being downloaded**

### Podcast categories

In the **Podcast categories section**, select up to three categories that best fit the description of your Podcast content to help with podcast discoverability.

### Page customization

In the Page customization section, you can select **Primary** and **Accent** colors to customize the look of your Podcast page to better match your branding.

**Primary Color** applies to the audio player and page buttons.

**Accent Color** applies to the header background:

<img alt="Podcast Page Customization" title="Podcast Page Customization" />

## Connect a private Podcast to an Offer

For your private Podcasts to be purchased or granted, they must first be connected to an [**Offer**](/articles/sales/offers/offers-overview).

1. Open the **Sales** tab from the Dashboard
2. Select the **Pricing** tab
3. Click **+New Offer**
4. Enter an **Offer title** and choose one or more private Podcast(s) to include in the Offer.
5. Select **Free** as the **pricing plan**, or select another plan type and enter a **Price** and **Currency**.
6. Select **payment providers**. You may also check **Let customers pay what they want**.
7. Then, click **Next**.
8. Choose a **solid button background** color, and if desired, customize the **checkout button text**.
9. Click **Save and Finish**.

## View Podcast analytics

1. Click the **Analytics** tab from the top menu of your Podcast page.

The Podcast Analytics tab displays data for:

* **Total Downloads**
* **Apps** used to stream your Podcast episodes
* **Devices** used to stream your episodes
* **Device Operating Systems** used to stream your episodes
* **Top Countries**
* **Top Ten episodes by Downloads**

You can also preview your Podcast page from the perspective of your audience by clicking the eyeball icon at the top right of the Analytics page.

## Subscribers

**Podcast Subscribers** are the customers who have purchased or have been granted your Product. When clicking the **Subscribers** tab from the Podcast Product Page, you will be taken to a custom segment in the Contacts tab.

Follow the guide to learn more about managing your segmented contacts in the [**Contacts tab**](https://kajabi.wistia.com/medias/fgqfv9t0xq).


# Create and publish Podcasts
Source: https://help.kajabi.com/articles/products/podcasts/how-to-create-and-publish-podcast-products-with-kajabi

Create, import, edit, manage, and publish Podcast episodes

**Podcasts** let you share conversations and expertise with your audience in an accessible, on-demand format. Use Kajabi to create, manage, and publish your Podcast — all from one platform.

<div>
  <iframe />
</div>

Learn how to [Import an existing Podcast into Kajabi](/articles/products/podcasts/importing-an-existing-podcast-onto-kajabi).

## Create a Podcast

1. Open the **Products** tab from the Dashboard
2. Select **Podcasts**
3. Click **Get Started**
4. Make sure Podcast is selected as the Product type, and click **Get Started** again

<div>
  <iframe />
</div>

### Import an existing Podcast

If you already have a published Podcast, importing is a quick way to bring your content onto Kajabi.

<Note>
  **Note:** To import your Podcast to Kajabi, you must have an RSS feed link provided by a distributor such as [Libsyn](https://libsyn.com/).
</Note>

1. Select **Import a podcast** and click **Continue**
2. Follow the prompt by pasting your RSS feed link and click **Continue**
3. Confirm your podcast details are correct and click **Save and Finish**
4. Kajabi will then import and organize your Podcast

<div>
  <iframe />
</div>

### Create a Podcast from scratch

1. Select **Create a new podcast**, and click **Continue**
2. Enter your Title and Host information, and a Description
3. Choose if you would like to make your podcast **Public** or **Private**:
   * **Public Podcasts** are accessible to everyone
   * **Private Podcasts** will be private to only those who have purchased or been granted an Offer connected to your podcast product

<div>
  <iframe />
</div>

4. Next, select a **Language** and **Category** for your podcast
5. Then choose if you want your podcast to display in episodic or serial order:
   * **Episodic** will order your podcast episodes starting with the most recent episode at the top of the list
   * **Serial** will order your podcast episodes from oldest to newest, organized by season
6. Click **Continue**

<div>
  <iframe />
</div>

7. Finally, customize your podcast's appearance by selecting a **Primary** and **Accent color** and uploading a thumbnail **image**
8. Click **Save and Finish** to create your podcast

<div>
  <iframe />
</div>

### Preview the Podcast page

Your Podcast page will automatically generate with a URL in the format of: [https://domain.com/podcasts/your-podcast-name](https://domain.com/podcasts/your-podcast-name).

Preview your Podcast page and your page URL by clicking the **Preview** icon at the top right of the Podcast Editor:

<img alt="Preview" />

## Edit Podcast details

1. Click the **Settings** tab in the top menu of your Podcast page.

The following details can be edited:

* Title
* Host
* Owner Email
* Copyright
* Language
* Description
* Thumbnail Image
* Select if the Podcast contains explicit content
* Disable episodes from being downloaded

### Podcast categories

In the podcast categories section, select up to three categories that best fit the description of your Podcast content. Selecting multiple categories will help with discoverability.

### Page customization

In the Page customization section, you can select **Primary** and **Accent** colors to customize the look of your Podcast page to better match your branding.

**Primary Color** applies to the audio player and page buttons.

**Accent Color** applies to the header background:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Click the eyeball icon in the upper right to **preview** your podcast page from the perspective of your audience.
</Tip>

## Create an episode

1. Click **New Episode** in the upper right of your podcast page
2. Next, follow the prompt:
   * Give your episode a **Title**
   * Select the episode **Type** (Episode, Bonus, or Trailer)
   * Optionally add the episode to a season or create a new season
   * Add a description of the episode for the **Show notes**
   * Upload your **Audio** file
   * Finally, indicate if your Episode contains explicit content
3. Click **Add episode**

<div>
  <iframe />
</div>

When you create a new episode, the publication status will default to *Unscheduled*.

### Publish an episode

1. Click the episode title to open it for editing
2. Locate the **Publish settings** on the right side of the editor
3. Click **Schedule episode** to select a publication date and time

<img alt="Publish" />

## View analytics

To view your Podcast analytics:

1. Click the **Analytics** tab from the top menu of your Podcast page

The Podcast Analytics tab will display data for:

* Total **Downloads**
* The **Apps** being used to stream your Podcast episodes
* The **Devices** used to stream your episodes
* Which **Device Operating Systems** are being used
* **Top Countries** for your Downloads
* The **Top Ten episodes** by Downloads

<img alt="Podcast Analytics" />

## Distribution

Once you have published your first Podcast episode, you can set up the distribution of your Podcast to different directories.

1. Click **Distribution** in the top menu of the Podcasts page

Here, you will find your Podcast RSS feed URL, which is a link that contains a summary of updates from your website.

To set up the distribution of your podcasts with different directories, you will need to provide the RSS feed link displayed here.

Because each directory has its own unique process for connection, Kajabi has provided the instructions for Apple Podcasts and Spotify. Follow the in-app instructions to connect to these directories:

<div>
  <iframe />
</div>

Once you have successfully connected, Kajabi will then automatically add an icon link on your podcast page, allowing your customers to access your podcast via the directory:

<img alt="RSS Feed Links" />

Most other Podcast platforms pull from these three major platforms, which means that your podcast will most likely be available on any platform of your choosing.

<Note>
  **Note:** The process of updating your Podcasts in a distribution location is the responsibility of each third-party platform. Therefore, your Podcasts will be made available according to the standards set by the third-party platform used and can take a few hours to populate.
</Note>

<Note>
  **Note:** Deleting a Podcast from your Kajabi account may not automatically delete it from third-party platforms where you've distributed it. Learn more about [removing a Podcast from third-party platforms](/articles/products/podcasts/how-to-remove-your-podcast-from-third-party-platforms).
</Note>

## Offers

For your private Podcasts to be purchased or granted, they must first be connected to an [**Offer**](/articles/sales/offers/offers-overview).

### Connect a Podcast to an Offer

1. Open the **Sales** tab from the Dashboard
2. Select the **Pricing** tab
3. Click **+New Offer**
4. Enter an **Offer title** and choose one or more private Podcast(s) to include in the Offer.
5. Select **Free** as the **pricing plan**, or select another plan type and enter a **Price** and **Currency**.
6. Then, choose **payment providers**.
7. Click **Next**.
8. Choose a **solid button background** color, and if desired, customize the **checkout button text**.
9. Toggle **Checkout fields** to appear, and determine whether a **Service agreement** is required.
10. Click **Save and Finish**.

<div>
  <iframe />
</div>

## Subscribers

Podcast Subscribers are the customers who have purchased or have been granted your Product. When you click the **Subscribers** tab on the Podcast Product Page, you will be taken to a custom segment in your Contacts tab:

<div>
  <iframe />
</div>

Follow the guide to learn more about managing your segmented contacts in the [**Contacts tab**](https://kajabi.wistia.com/medias/fgqfv9t0xq).


# Customize a Podcast page
Source: https://help.kajabi.com/articles/products/podcasts/how-to-customize-a-podcast-product-page

Adjust the color scheme of your Podcast page to match your branding.

You can customize your **Podcast page** to match your branding by adjusting the color scheme. Select primary and accent colors to control the look of your Podcast page.

<div>
  <iframe />
</div>

When creating a Podcast, the Podcast page will automatically use your branding information and colors from your [Site Settings](https://app.kajabi.com/admin/sites/last_site/settings) unless you choose to override this by manually selecting alternate colors.

If you would like the color scheme of your Podcast page to differ from your Site Settings color scheme or the scheme you previously selected, you can change it on the **Podcast Details** page.

## Customize the Podcast page color scheme

1. Open the **Products** tab from the dashboard and select **Podcast**
2. Choose the Podcast you would like to customize
3. From inside the podcast page editor, click the **Settings** tab in the top menu
4. Scroll down to **Page customization**

From the Page Customization block, you can select a primary and accent color to customize the look of your Podcast page:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The Podcast page has limited customization options and the Page Builder cannot be used for page customizations. Custom code cannot be added to the Podcast page.
</Note>

## Preview the Podcast page

Your Podcast page will automatically generate with a URL in the format of: [https://domain.com/podcasts/your-podcast-name](https://domain.com/podcasts/your-podcast-name).

Preview the Podcast page and page URL by clicking the **Preview** icon at the top right of the Podcast Editor:

<img alt="Preview" />


# Listen to a private Podcast on the Apple Podcast app
Source: https://help.kajabi.com/articles/products/podcasts/how-to-listen-to-a-private-podcast-on-the-apple-podcast-app

Allow your customers to listen to your private podcast on their favorite listening apps.

Your customers can listen to your **private Podcast** on their favorite listening apps, including Apple Podcasts. Customers access a unique private Podcast URL from their subscription confirmation email and add it to the Apple Podcast app.

## Access the private Podcast URL

When a customer purchases your private podcast, they will receive an email that provides a link that will send them to a login page. Once they have logged in, they can access the podcast from the library.

Below the login link, there will be a **private podcast URL** that contains an access token specific to that customer:

<img alt="Private Podcast URL in email" />

## Access private Podcasts in the Apple Podcast app

To listen to your podcast on the Apple Podcast app, paste the private podcast URL into the app. This can be done via desktop or mobile.

### Listen to a private Podcast in the mobile Apple Podcast app

1. Copy the **Private Podcast URL** from inside the subscription confirmation email
2. Open the Apple Podcast app and click the **Library** tab
3. Click **Edit** in the top right corner and select **Add Show by URL**
4. Paste the Private Podcast URL into the text box and then click **Follow**
5. The show will then appear in your library

<div>
  <iframe />
</div>

### Listen to a private Podcast in the Apple Podcast app via desktop

1. Copy the **Private Podcast URL** from inside the subscription confirmation email
2. Open the Apple Podcast app
3. Open the File from the main menu and select **Add Show by URL**
4. Paste the Private Podcast URL into the text box and select **Follow**
5. The show will then appear in your Library

<div>
  <iframe />
</div>


# Remove a Podcast from third-party platforms
Source: https://help.kajabi.com/articles/products/podcasts/how-to-remove-your-podcast-from-third-party-platforms

Remove your Podcast from Apple Podcasts, Google Podcasts, and Spotify after deleting it from Kajabi.

Deleting a **Podcast** from your Kajabi account may not automatically remove it from third-party platforms where you've distributed it.

If you've connected your Podcast RSS feed to a third-party distributor such as Apple Podcasts, Google Podcasts, or Spotify, further action may be needed to remove it from each platform.

## Apple Podcasts

Archive your Podcast content on [Apple Podcasts Connect](https://podcastsconnect.apple.com/login) by following the procedure in the [Apple Podcasts for Creators Support Center](https://podcasters.apple.com/support/901-archive-or-restore-a-channel-podcast-or-episode).

## Google Podcasts

Per the [Podcasts Manager Help Center](https://support.google.com/podcast-publishers/answer/9482981#remove_podcast\&zippy=%2Cremove-a-podcast-from-google), Google will remove your Podcast from [Google Podcast Manager](https://podcastsmanager.google.com/about?hl=en) 3-4 weeks after you delete your RSS feed in Kajabi.

## Spotify

If your Podcast still appears on [Spotify for Podcasters](https://podcasters.spotify.com/), submit both your RSS feed link and the link to your Spotify Podcast to [Spotify Support](https://help.spotifyforpodcasters.com/hc/en-us/articles/12611097424923-Removing-your-podcast-from-Spotify) and they'll remove it for you.


# Import an existing Podcast onto Kajabi
Source: https://help.kajabi.com/articles/products/podcasts/importing-an-existing-podcast-onto-kajabi

Migrate your Podcast to Kajabi seamlessly without any downtime.

**Importing a Podcast** onto Kajabi lets you use all the tools Kajabi offers for your online business — website, payments, automations, email, affiliates, analytics, and more — to support and grow your Podcast. Follow these steps to migrate seamlessly without any downtime.

<div>
  <iframe />
</div>

## Retrieve the current RSS feed URL

A **podcast RSS feed** is a link that contains all of the information of your podcast and updates listening apps and subscribers when episodes are uploaded, automatically adding episodes into their feed.

Your current RSS feed URL can be found on whichever site your podcast is hosted on.

### Find the RSS feed

Follow the guides for the site where your Podcast is hosted:

* [Libsyn](https://help.libsynsupport.com/hc/en-us/articles/360041220911-The-RSS-Feed)
* [SimpleCast](https://help.simplecast.com/en/articles/2656826-how-do-i-find-my-simplecast-rss-feed-url)
* [Anchor](https://help.anchor.fm/hc/en-us/articles/360027712351-Locating-your-Anchor-RSS-feed)
* [Buzzsprout](https://www.buzzsprout.com/help/103-rss-feed)
* [Podbean](https://help.podbean.com/support/solutions/articles/25000005057-what-is-my-podbean-feed-url)
* [Blubrry](https://blubrry.com/support/media-hosting-documentation/what-is-my-podcast-rss-feed-url/)

<Note>
  **Note:**
  The episode number must be greater than or equal to 1.
</Note>

## Import the Podcast onto Kajabi

Once you have located your current RSS feed URL, the next step is to import your podcast onto Kajabi by entering the RSS feed link into Kajabi's podcast import tool.

### Import using an RSS feed

1. Open the **Products** tab from the dashboard
2. Select **Podcasts**
3. Click **+ New Podcast**
4. Click **Get Started**
5. Select **Import a podcast** and click **Continue**
6. Enter your current **RSS feed link** and click **Continue**
7. Verify your Podcast details are correct and click **Save and Finish**

<div>
  <iframe />
</div>

Once your podcast has been imported, you can click into your Podcast from inside the **Podcasts** tab. Kajabi will have imported your episodes and data, including:

* Audio file
* Publish date
* Title
* Brand colors
* Artwork
* Show notes
* Transcription TXT file

<div>
  <iframe />
</div>

### Preview the Podcast page

Your Podcast page will automatically generate with a URL in the format of: [https://domain.com/podcasts/your-podcast-name](https://domain.com/podcasts/your-podcast-name).

Preview your Podcast page and your page URL by clicking the **Preview** icon at the top right of the Podcast Editor:

<img alt="Preview" />

## Set up distribution

Upon import, Kajabi creates a new RSS feed URL for your Podcast. But, directories (listening apps like Apple Podcast, Google Podcast, and Spotify) will still be pulling your podcast from your old host. So, the next step is to tell listening apps that you have changed your host to Kajabi by redirecting your RSS feed.

1. Click **Distribution** in the top menu of the podcasts page

Here, you will find your Podcast RSS feed link, which is a link that contains a summary of updates from your website.

To set up the distribution of your podcasts with different directories, you will need to provide the RSS feed link that Kajabi has offered.

Because each directory has its own unique process for connection, Kajabi has provided the instructions for Apple Podcasts, Google Podcasts, and Spotify. Follow these instructions to connect to these directories:

<div>
  <iframe />
</div>

Once you have successfully connected, Kajabi will then automatically add an icon link on your podcast's page, allowing your customers to access your podcast via the directory:

<img alt="RSS Feed Links" />

Most Podcast platforms pull from these major platforms, which means that your podcast will most likely be available on any platform of your choosing. It may just take a few days to populate.


# Kajabi Podcasts FAQs
Source: https://help.kajabi.com/articles/products/podcasts/kajabi-podcasts-faq

Answers to frequently asked questions about Podcasts in Kajabi.

**Podcasts** let you share conversations and expertise with your audience in an accessible, on-demand format. Below are answers to the most frequently asked questions about Podcasts in Kajabi.

## FAQs

### **Are Podcasts part of Kajabi at no extra cost to me?**

Yes. Podcasts are included in your Kajabi plan at no extra cost. Each podcast (not individual episodes) counts as one product toward your plan's product limit.

### **Can I create a private, paid podcast on Kajabi?**

Yes. Kajabi supports both public and private podcasts. A private podcast is restricted to customers who have purchased an Offer connected to the podcast, making it a great way to monetize premium audio content.

### **Can I switch between public and private Podcasts?**

No. You cannot transfer a public podcast to a private podcast or vice versa.

### **Can I host my podcast on Kajabi and distribute it to Apple Podcasts, Spotify, and other platforms?**

Yes. Kajabi generates an RSS feed for your podcast that you can submit to Apple Podcasts, Spotify, and other major directories. Most other podcast platforms also pull from these two, but if you want to guarantee your podcast shows up on a specific platform, you can submit your RSS feed directly. Note that the update process is handled by each third-party platform and can take a few hours to populate.

### **Can I move my existing podcast to Kajabi?**

Yes. Kajabi has an import feature that pulls all episodes from your current RSS feed and creates a podcast on the platform. Keep your existing host running for a couple of weeks while you request Apple, Google, and Spotify to redirect to your new Kajabi RSS feed.

### **Why can't I import my Podcast and make it private?**

Importing a podcast and making it private is not currently available due to privacy and monetization concerns around content ownership verification.

### **Why aren't all of my podcast episodes appearing on my podcast import?**

Double-check your RSS feed to ensure all episodes are included in it before importing.

### **Are there any storage or episode limits with Kajabi Podcasts?**

There is no limit on the number of episodes you can upload. Each episode file has a maximum size of 250MB. Only the podcast itself (not individual episodes) counts toward your product quota.

### **What file types does Kajabi support for Podcasts?**

For direct uploads, Kajabi supports MP3 only. For existing podcasts imported via the importer, Kajabi also accepts M4A files, which are then converted to MP3.

### **Who owns the content I upload to Podcasts?**

You do. Kajabi hosts your content on its servers to distribute it to your audience, but ownership remains entirely yours.

### **Can I upload transcripts to my podcast episodes?**

Yes. Transcript files must be in TXT format, under 2MB, and encoded using the UTF-8 character set. Most text editors (TextEdit on Mac, Notepad on PC) default to UTF-8. If you encounter upload errors after meeting all requirements, check your editor's encoding settings or paste the text into a new TXT file.

### **Will my podcast show up in search results?**

Yes. Kajabi's podcast channel and episode pages are properly tagged with SEO metadata and render on the HTML page, so they can be indexed by search engines. This includes the podcast page, episode page, and episode transcript file.

### **Is Kajabi Podcasts IAB certified?**

No, Kajabi is not IAB certified.

### **Can I edit my podcast feed page?**

No. The feed page is a default page that uses your podcast name as the URL slug (e.g., `https://yourdomain.com/podcasts/your-podcast-name`) and cannot be edited.

### **Can I display recent podcast episodes on my Kajabi website or landing page?**

Not currently. Sharing podcast feeds as an element or card feature is not available at this time.

### **Can I embed my Kajabi podcast player on an external website?**

No. Kajabi does not currently provide an embed code for external sites.

### **Can my customers listen to my private podcast on the Kajabi mobile app?**

Yes. Customers can listen to private podcast episodes through the Kajabi mobile app on version 2.8.0 or higher.

### Does Kajabi only syndicate to Apple and Spotify?

Most other Podcast platforms pull from these two major platforms. However, if you want to guarantee that your podcast shows up on a specific platform, you can direct your RSS feed toward that platform.

<Note>
  **Note:** The process of updating your Podcasts in a distribution location is the responsibility of each third-party platform. Therefore, your Podcasts will be made available according to the standards set by the third-party platform used and can take a few hours to populate.
</Note>


# Redirect a Podcast
Source: https://help.kajabi.com/articles/products/podcasts/redirecting-your-podcast

Redirect your Podcast off of Kajabi to another hosting provider.

Kajabi uses a [301 redirect](https://developers.google.com/search/docs/crawling-indexing/301-redirects?visit_id=638025361412132985-2305525764\&rd=1) to tell your subscribers and Podcast listings that your Podcast has moved to a new RSS feed. Your feed address is referenced by websites, newsfeed readers, podcatchers (such as iTunes podcast directory), and apps.

Redirecting your Podcast off of Kajabi means that Kajabi will no longer host your Podcast, and any future updates must be made through your new Podcast provider.

This also means that any updates you make to your Podcast on Kajabi after implementing the redirect will not take effect, and must be executed through your new Podcast provider.

If applicable, we recommend changing any links in your Kajabi hosted websites, landing pages, and emails to reflect the new Podcast destination.

<Warning>
  **Warning:**
  Proceed with caution, as this action cannot be undone except through our support team. Ensure you are redirecting to the correct URL. Undoing this action via our support team may result in your customers being unable to find and access your Podcast.
</Warning>

We recommend that you leave a redirect in place for 2-3 weeks to ensure your listings and subscribers have moved to your new provider.

Do not place a 301 redirect with your new Podcast hosting provider.

## Redirect a Podcast

To redirect a Podcast off of Kajabi:

1. Open the **Products** tab from your dashboard
2. Click **Podcasts**
3. Select the Podcast you wish to redirect
4. Click the **Settings** tab
5. Scroll down to the **Migrate your podcast** section
6. Click the **Configure Migration Settings** toggle **On**
7. Insert your new URL into the **URL Redirect** field. Be sure to double check that you've entered the correct URL
8. Click **Save** to keep your changes

<div>
  <iframe />
</div>


# Start a successful Podcast for your business
Source: https://help.kajabi.com/articles/products/podcasts/the-guide-to-starting-a-successful-podcast-for-your-business

Launch a podcast in nine steps to sell online courses and grow your online business.

With the [Kajabi Podcast Product](https://app.kajabi.com/admin/last_site/podcasts), creating and advertising a **Podcast** is straightforward. Follow these nine steps to launch a successful Podcast, with answers to the most frequently asked questions along the way.

## What is a Podcast?

A podcast is an audio show on a niche topic that's relevant to the host's business or interests.

Like a talk radio show, a podcast is aired in seasons and episodes. Like a blog, a podcast is produced by you, not a traditional media company.

Your listeners find you, then listen on-demand or subscribe to know when episodes are available.

Here's a high-level view of how your podcast connects you to your audience:

* You record episodes and upload them to a podcast hosting site
* The hosting site creates your podcast feed and stores the show's MP3 files (just as YouTube stores a YouTuber's MP4 files)
* Listeners subscribe to the podcast on audio sites, such as iTunes, [Spotify](https://www.spotify.com/us/), and Stitcher
* Once subscribed, listeners are automatically alerted when episodes go live

## Grow an online business with a Podcast

<img alt="Podcasts overview" />

### Credibility

The fact that you can put on a show week after week validates that you're an expert in your topic.

Podcasts are unique from other types of content because your audience gets to hear your voice - sometimes directly in their ears through headphones. That creates a sense of intimacy. It helps your listeners feel like they know you. This builds trust and credibility.

Financial adviser Pete Matthew credits his podcast with launching his media empire. He started the [MeaningfulMoney Podcast](https://meaningfulmoney.tv/) in 2012. Within two years it was his [number-one driver of clients](https://www.theguardian.com/small-business-network/2016/nov/01/podcasting-it-builds-trust-credibility-and-brand-loyalty) for his business.

Pete now has a book, a video library, and a learning center, in addition to his library. His financial advising services aren't the focus of his business anymore. They're just one stream of income.

Matthew explained it this way:

"People are understandably nervous \[when they approach financial advisers]. Putting something of yourself out on the internet \[is] a great mechanism for breaking down initial barriers, when it comes to considering doing business with you."

### Branding

A brand is a name, symbol, or design that develops a strong association with a company. Think Coca-Cola's iconic bottle shape or red color.

<img alt="3 people standing in front of a Coca-Cola truck" />

For smaller businesses, the owner of the company often becomes the brand: Your face. Your voice.

A podcast is a strategic way to boost that brand. While you discuss interesting ideas related to your business, you let people hear your voice and understand how you think and engage with the world.

That humanizes you, which makes them feel like they know you.

### Marketing

Studies have found that podcasts have higher listener engagement than streaming video or social apps. They've also identified a distinct group of podcast fans, known as super listeners.

These people are Americans over 18 years who listen to at least five hours of podcasts each week. In 2020, they spent an average of 10.5 hours per week listening to podcasts.

Your goal is to attract these super listeners because they're highly responsive to brand mentions and marketing on their favorite podcasts.

According to them, "Advertising on a podcast is the best way for a brand to reach you."

Even more to the point, 54 percent say they're more likely to purchase a product if they hear the ad on a podcast.

But super listeners aren't the only ones who respond favorably to promotions on podcasts. According to the DMA, most listeners feel the [marketing they hear on podcasts is relevant](https://www.thedrum.com/news/2020/01/29/27-podcast-listeners-discover-brands-through-voice-advertising) to them.

That being the case, you can use ad spots and product mentions to send traffic to your Kajabi website. There, your listeners can see your offers, learn more about your business, and even subscribe to your email list.

<img alt="Screenshot of a promotional page promoting podcasts via email" />

### Revenue

You can drive revenue on your podcast both directly and indirectly.

Marketing and product promotions help you monetize your podcast directly. To do marketing on your podcast:

* Get sponsors
* Run ad spots
* Sign up for advertising networks
* Ask for donations
* Promote your own products and services
* Promote and sell affiliate products
* Productize your podcast by selling access to back issues
* Create premium episodes for paid subscribers

But podcasts can also drive revenue indirectly.

Your fans will look for your website to learn more about you. And because they trust you, they're likely to call on you when they need your services or products.

Similarly, your podcast will lead to business opportunities and speaking engagements. That puts you in front of an even larger audience, building your credibility even further.

This infographic from [Podcast Magazine](https://podcastmagazine.com/february-2020-issue) shows different ways podcasters are monetizing their podcasts.

<img alt="Infographic outlining ways to monetize podcast" />

### Are there too many podcasts already?

No, there's always room for a great podcast that connects with your audience and provides value.

Yes, there are a lot of podcasts. [As of 2021](https://www.podcastinsights.com/podcast-statistics/), there are 1,750,000 podcast series, with more than 43 million podcast episodes.

To put that number into perspective, there are over 2 billion websites and there are over 31 million YouTube channels. Those big numbers don't mean there are too many websites or that you shouldn't [start your own YouTube channel](https://kajabi.com/blog/starting-your-first-youtube-channel). It means people are getting value from these channels.

It's the same story with podcasts. Podcasts are helping businesses achieve the reach and exposure they need to grow their business.

## Podcast equipment

To start your podcast, you only need a microphone, software for recording and editing your podcast episodes, and hosting.

### Podcast microphone

You should aim for the best microphone you can afford because podcasts are an audio channel.

<img alt="Blue Yeti microphone" />

The [Blue Yeti](https://www.bluemic.com/en-us/products/yeti/) is an excellent USB microphone that provides studio-quality audio at an affordable price. This is a versatile mic that has four distinct recording modes:

* **Cardioid** - records from the front of the mic. This is your best option when it's just you
* **Bidirectional** - records from the front and back of the mic. This is perfect for in-person interviews
* **Stereo** - captures the left and right channels to capture a wide, realistic sound image. Good for recording live music or a three-person podcast
* **Omnidirectional** - picks up sound from all directions. Perfect for conference calls or meetings

<img alt="Blue Snowball microphone" />

For a less expensive option that provides an excellent audio sound, consider the [Blue Snowball](https://www.bluemic.com/en-us/products/snowball-ice/).

With the same audio technology as the Blue Yeti, the Snowball gives you a good audio recording. Its lower cost is a result of having just one mode, the cardioid. If you don't plan to record live interviews, this may be all you need.

If you aren't ready to invest in a microphone yet, you can still get a good audio file from your smartphone.

### Recording and editing software

You can use any recording software for your podcast.

[Zencastr](https://zencastr.com/), for example, lets you record your podcast from your computer or your phone. The audio file is studio quality and publish-ready, so you have less production work on the back-end. It also lets you insert your intro, ad, and other audio as you record.

Here are some other popular podcast recording software:

* [Hindenburg Journalist Pro](https://hindenburg.com/products/hindenburg-journalist-pro)
* [Audacity](https://www.audacityteam.org/)
* [GarageBand](https://www.apple.com/mac/garageband/) (for Mac users)

But you may already own software that you can use to record your podcast.

[Zoom](https://zoom.us/) is a good option, especially if you plan to do interviews. When you end a recording, Zoom automatically saves your files as separate audio and video files.

Upload the MP3 to your podcast host. Then, if you want to publish a video podcast, you can upload the MP4 to YouTube.

Video recording software can be used to record an MP3. Good video recording software includes:

* [Camtasia](https://www.techsmith.com/video-editor)
* [Filmora](https://obsproject.com/)
* [OBS](https://obsproject.com/)

Don't be afraid to turn on the video when you record your podcast. You can download the MP3 and MP4 files separately, and publish your podcast on YouTube and through podcast distribution channels.

### Transcription software

Transcribing your podcast recording can help speed up the editing process or make it easier to upload captions to YouTube videos of your podcast. Check out a service like [Otter](https://blog.otter.ai/10-ways-entrepreneurs-use-automated-meeting-note-taker-to-build-their-companies/) to speed up transcription.

## Podcast costs

Compared to other high-impact marketing channels, podcasts are incredibly affordable.

For your microphone, expect to spend $70 to $125.

Audacity and GarageBand are available for free. If you prefer paid options, here's what you can expect:

* **Zoom** runs about \$15 a month. As a bonus, it gives you a meeting room for conducting your interviews
* **Video recording software** costs $100 to $250
* **Audio recording software** is similar, starting at $95 for Hindenburg and costing $20 per month for a Zencastr subscription

## Start a Podcast

Starting a podcast is no different than starting a blog or a YouTube channel. Here is a checklist to make sure you have a strong start.

### Choose a topic

Half of the success of your podcast is simply from picking the right topic.

Don't pick the first broad, high-level topic that comes to mind. Choose a topic that relates to your business and can help you build your brand.

It should be broad enough that there's a lot you can talk about. But it should be narrow enough that you can attract a niche audience. The best podcasts focus on a specific concept or perspective within their chosen topic.

For instance, the [Sales Hacker Blog](https://www.saleshacker.com/tag/podcast/) doesn't just talk about sales. It focuses on sales leadership in B2B companies. So the host only interviews VPs of Sales and CEOs of B2B businesses.

Similarly, the [Profit from Legal™](https://podcasts.apple.com/us/podcast/profit-from-legal/id1549468294) podcast aims at small- to medium-sized businesses who may not realize the value of working with a lawyer. It doesn't talk about litigation in enterprise companies. It shares tips that help SMBs grow their business.

Here's how you know you've chosen a good topic:

* There's enough to say about your topic to support at least 50 episodes a year
* The things you talk about will attract your target audience

### Research the competitive market

Before planning your podcast, research the podcasts that are already being produced around your topic. Study the different podcasts your audience listens to.

If other podcasters are covering the same topic, look at:

* How are they approaching it?
* What's the format?
* How many listeners are they attracting?

### Look for a gap you can fill

Look for ways you can stand out from the competition:

* Can you take a unique or contrarian perspective?
* Do you have a different way of approaching the topic?
* Can you use a different format for your show?
* Is there a subtopic no one is covering?

### Choose a format

You can format your show in a variety of ways. Here are four formats that are easy to produce and can keep your audience engaged.

*Interview format*. This is one of the easiest and most popular formats because you don't have to come up with topics or create unique content for every show. You only need to schedule interesting guests.

Come up with a series of questions that you ask every guest. You may also let your guests give you the questions they'd like you to ask.

Then schedule a Zoom meeting, and record your conversation. You can extract the audio for your podcast and use the video for your YouTube podcast or other marketing purposes.

*Chat show*. With this format, you'll co-host the podcast with one or more other people.

Similar to the interview, you don't have to create a lot of content for this format. But you do need to come up with interesting topics you can discuss with your co-host.

Mark your calendar with recording dates and the topic for each. Each co-host is responsible for coming up with their perspective on the topic, including news bites, statistics, and stories.

You may choose to record your sessions in a Zoom meeting. You may also choose to meet in person for recording sessions.

During your show, one co-host will introduce the topic. Then you'll have a lively conversation and hopefully butt heads, disagree, and laugh out loud. It's the real human interaction that makes this format so engaging.

### Plan the first episodes

Before you launch, you should have at least three episodes ready to go. This gives your listeners something to binge when they discover you.

### Create Podcast brand assets

You don't need a lot of assets to start a successful podcast. Here's what you do need:

* **A good name** - Make it unique. Make it memorable. Make sure it's easy to say
* **Description** - This is the reason you're producing a podcast. In a few short paragraphs, describe your show, who it's for, and why people should tune in
* **Cover art** - You need a square image that meets these requirements:
  * Size: 1400x1400 minimum, 3000x3000 maximum
  * Resolution: 72 dpi
  * Color settings: RGB
  * Format: JPEG or PNG


# Expert Agents overview
Source: https://help.kajabi.com/articles/products/products-overview/expert-agents-overview

Deploy AI chat experiences that answer member and prospect questions across your Kajabi site.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.

  [Request access](https://form.typeform.com/to/WhqDs0w5) and help us shape the feature by sharing your use case.
</Info>

**Expert Agents** are AI chat experiences you add to your Kajabi pages to answer questions in your voice, using your own content and Offers. They work around the clock, so your students get help while they learn and your prospects get answers while they decide — without you being online.

There are two types of Expert Agents, each built for a different moment in the member journey. 

* A **Teaching Assistant** supports members who already own a Product
* A **Sales Agent** helps prospects on your landing pages before they buy

Both types share the same foundation: they're grounded in materials you've already published, they live on Kajabi-hosted pages, and you control their name, tone, and placement.

## **Key benefits**

* **Always-on help and selling** — Agents answer questions 24/7, so members aren't stuck and prospects aren't left waiting
* **Grounded in your expertise** — Responses draw from your published content and Offer details, not generic web answers
* **Native to Kajabi** — No third-party chat tools to connect or maintain
* **Coverage across the journey** — Support buyers before purchase and members after, on the right pages for each
* **You stay in control** — Customize each Agent's knowledge, personality, and where it appears

## **Types of Expert Agents**

### **Teaching Assistant**

A **Teaching Assistant** lives inside a Product and answers member questions using the Lessons, transcripts, and Community posts they already have access to. It speaks in the third person about your expertise ("Based on what Coach Sarah teaches in Module 3..."), never claims to be you, and refers members back to you for deeper engagement. Each member only sees answers sourced from content their Product membership grants them access to.

### **Sales Agent**

A **Sales Agent** lives on your Landing and Sales Pages and helps prospects before they buy — answering questions about pricing, what's included, and which Offer is the right fit. Because it speaks to prospects rather than enrolled members, it can reference your Offer details and product descriptions without the visitor needing to own anything first. 

## **Choose the right Expert Agent**

|                          | **Teaching Assistant**                                          | **Sales Agent**                                        |
| :----------------------- | :-------------------------------------------------------------- | :----------------------------------------------------- |
| **Stage**                | Post-purchase                                                   | Pre-purchase                                           |
| **Audience**             | Enrolled members                                                | Prospects and visitors                                 |
| **Lives on**             | Member pages inside a Product                                   | Landing and Sales Pages                                |
| **Draws knowledge from** | Lessons, transcripts, and Community posts the member can access | Offer details, pricing, and product descriptions       |
| **Goal**                 | Answer questions and support learning                           | Answer pre-sale questions and guide buyers to purchase |

## **How Expert Agents work**

* Agents are powered by AI and trained on materials you've already published — your content, transcripts, and Offer details
* They respect access. A Teaching Assistant only answers from content a member can access, and a Sales Agent references the Offers you link it to.
* They live on Kajabi-hosted pages. You place an Agent using the Theme Editor as either a floating chat button or an embedded chat block.
* They're text-based at launch — no voice mode

<Note>
  **Note**: Builder 2.0 is required when adding an Expert Agent to a Page or Product. [Learn how to upgrade here](https://help.kajabi.com/articles/website/pages/whats-new-with-builder-20#how-to-upgrade).
</Note>

<Note>
  **Note:** <br />Agents only work on themes built on the latest Encore and Premier site themes, and Premier and Momentum product themes: Encore Site 2.14.7, Encore Landing Page 2.14.7, Encore Offer 2.14.7, Encore Offer Upsell 2.14.7, Premier site 6.5.2, Premier Product 7.10.3, Momentum Product >=7.1.3 and above.

  Third-party templates can be updated to work with Agents.
</Note>

## AI model

**Expert Agents** run on GPT-5.4 for more accurate, more natural responses. Both Teaching Assistants and Sales Agents use it. To confirm the model an agent is running, open the Agent and check the **AI model** field in its details.

## **Set up an Expert Agent**

Ready to add one? Start with the guide for the type you need:

* [**Set up a Teaching Assistant**](/articles/products/products-overview/set-up-a-teaching-assistant) — Create an Agent that supports members inside a Product
* [**Manage a Teaching Assistant**](/articles/products/products-overview/manage-a-teaching-assistant) — Keep content current, monitor conversations, and troubleshoot
* [Set up a Sales Agent](/articles/products/products-overview/set-up-a-sales-agent)— Create an Agent that guides prospects to purchase on a Landing Page
* [**Manage a Sales Agent**](/articles/products/products-overview/manage-a-sales-agent) — Edit, monitor, and troubleshoot a Sales Agent

## **FAQs**

### **What's the difference between a Teaching Assistant and a Sales Agent?**

A Teaching Assistant supports members who already own a Product, answering questions from content they can access. A Sales Agent helps prospects before they buy, referencing your Offer details and product descriptions on a Landing Page. Both are Expert Agents and share the same plan limit.

### **How are messages billed?**

At launch, there is no per-message charge for conversations. Your plan determines how many Expert Agents you can run. Future messaging costs may apply as usage data informs pricing — any change will be announced before it takes effect.

### **Can a member or visitor talk to an Expert Agent by voice?**

No. Expert Agents are text-only at launch.

### **What language do Expert Agents respond in?**

An Agent responds in the language the person writes in, and draws from your content in whatever language it was originally written or captioned in. You can add a custom instruction if you want an Agent to respond in a single language.

### **Can an Expert Agent be embedded on a non-Kajabi website?**

No. Expert Agents render only on Kajabi-hosted pages.

### **Where is each type of Agent available throughout my Kajabi account?**

Here is a list of the places you can add each type of Expert Agent:

* Coaching (1-on-1 or Group): Teaching Assistant
* Courses: Teaching Assistant
* Landing Pages: Both Teaching Assistant and Sales Agent
* Offer Checkout pages: Sales Agent
* Upsell pages: Sales Agent
* Website Pages: Both Teaching Assistant and Sales Agent


# Kajabi Products overview
Source: https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview

Build, market, sell, and manage your expertise content and programming — all with one platform.

**Kajabi Products** give you everything you need to create and package your expertise and sell it online. Each Product comes with customizable blueprints so you can go from idea to launch quickly — without needing to stitch together third-party tools.

Kajabi currently offers eight different Products:

* [**Backstage**](/articles/products/products-overview/kajabi-products-overview#backstage)
* [Coaching](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#coaching)
* [Communities](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#communities)
* [Courses](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#courses)
* [Downloads](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#downloads)
* [**Expert Agents**](/articles/products/products-overview/kajabi-products-overview#expert-agents)
* [Newsletters](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#newsletters)
* [Podcasts](https://help.kajabi.com/articles/products/products-overview/kajabi-products-overview#podcasts)

## Key benefits

* **All-in-one platform** — Create, market, and sell without switching between tools
* **Customizable blueprints** — Start from proven templates and tailor them to your brand
* **Multiple Product types** — Reach your audience through multiple types of interactive content in different formats
* **Built-in sales tools** — Connect Products to Offers, landing pages, and email campaigns to drive revenue and manage post-purchase actions and automations
* **Flexible delivery** — Deliver content and programming on your website, the Kajabi mobile app, or a branded mobile app
* **AI-assisted creation** — Generate outlines, lessons, transcripts, translations, dubbing, and marketing assets with [Cofounder](https://help.kajabi.com/articles/cofounder/cofounder-overview) and [AI credits](https://help.kajabi.com/articles/account-settings/billing/ai-credits).

## Backstage

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.
</Info>

[**Backstage**](/articles/products/backstage/set-up-a-private-client-backstage) is a private space you create for each 1:1 client. It is built for high-touch Heroes, like coaches, consultants, and mentors, whose value comes from personalized work, not just content. Instead of stitching together several tools, every client gets one home for their program with their own progress, messages, and assignments.

<img alt="Dashboard2 1" />

The Backstage dashboard is the Hero’s command center for active client relationships. The Hero can manage every single client, assigning tasks, sharing resources, sending messages, and scheduling sessions. Instead of a static client list, the dashboard surfaces who needs attention, who is thriving, and where to focus next.

The client logs into a personalized space that shows what’s next, what’s outstanding, and how to reach their Hero. The first-time experience is designed to make the relationship feel intentional, even before the Hero has assigned anything.

Learn more about [Backstage](/articles/products/backstage/set-up-a-private-client-backstage).

## Coaching

**Coaching** lets you curate knowledge and resources into a a program that meets the needs of clients, in [1:1 personalized sessions or as a group](/articles/products/coaching/differences-between-a-11-coaching-program-and-group-coaching), and whether you offer business consulting, fitness and nutritional coaching, music instruction, or any other expertise.

Coaching offers built-in tools for scheduling, coaching delivery, setting up agenda items, organizing materials, and managing client progress. Use the [Kajabi Scheduler](/articles/products/coaching/kajabi-scheduler-overview) and [built-in live video](/articles/products/coaching/kajabis-built-in-live-video-faqs), or connect third-party tools like Calendly, Acuity, Zoom, or Google Meet.

<img alt="Coaching Session Page" />

<Note>
  **Note:** Using Calendly or a custom scheduling link makes a Coaching Product ineligible for Kajabi's built-in live video. Use the Kajabi Scheduler or manual scheduling to keep built-in live video available.
</Note>

[Learn more about Coaching](https://help.kajabi.com/articles/products/coaching/how-to-create-a-coaching-product).

## Communities

A **Community** gives your customers a space to communicate and connect directly from your site. Organize members, gate content, and segment paid and free tiers using [**Access Groups**](https://help.kajabi.com/articles/products/community/community-access-groups).

<Note>
  **Note:** Current Kajabi Pricing Plans allow unlimited Community Access Groups. Legacy Pricing Plans count each Access Group as one of your Products.
</Note>

<img alt="Thrive Fit Community Page (forum)" />

Each Community has a global feed of all posts, giving you and your members a central place to browse activity. [**Channels**](/articles/products/community/creating-a-community-channel) are areas where members have discussions, share updates, and build engagement around specific topics. Channels can be in feed or chat format, and are public, private, or read-only.

Communities can feature Announcements, Meetups, and Challenges:

* [Announcements](https://help.kajabi.com/articles/products/community/create-a-community-announcement) let you broadcast important updates to Community members, and can be pinned to your homepage or to a specific Channel
* [**Meetups**](https://help.kajabi.com/articles/products/community/create-a-community-meetup) are scheduled virtual events that help you build trust and meaningful connections with Community members
* [Challenges](https://help.kajabi.com/articles/products/community/create-a-community-challenge) are activities, assignments, or check-ins that Community members can participate in together, and can be used to drive engagement, accountability, and growth.

Learn more about [Communities](/articles/products/community/build-kajabi-communities).

## Courses

A **Course** is a flexible way to deliver multimedia educational content to your customers — anything from a structured online program to a resource center. Customers can view Courses on your website, the [**Kajabi mobile app**](https://help.kajabi.com/articles/mobile-apps/kajabi-app/downloading-logging-in-to-the-kajabi-mobile-app), or your [**branded mobile app**](https://help.kajabi.com/articles/mobile-apps/branded-app/kajabi-branded-app-overview).

<img alt="Kajabi Admin Products 2149358834 06 02 2026 05 45 PM" />

Choose from two types of Courses to fit your preferred delivery model:

* **Evergreen Courses**: Self-paced content made available to customers as soon as they purchase
* [Cohort Courses](https://help.kajabi.com/articles/products/courses/how-to-create-a-cohort-based-course): Scheduled groups of students that progress through material together, with live video sessions

<img alt="Cohort" />

Each Course may contain video, audio, written content, and downloadable files. Lessons and quizzes live inside [**modules**](/articles/products/courses/course-modules) and submodules.

<Note>
  **Note:** Cohort-based Courses are only available on the Growth and Pro Plans.
</Note>

Notable Course features include:

* [**Paywalls**](/articles/products/courses/create-a-course-paywall) - Paywalls allow you to offer a sneak peek at what a Course offers, while still encouraging customers to purchase the full course
* [Certificates](/articles/products/courses/course-completion-certificates) - Automatically send a certificate after a student completes a Course
* [**Drip content**](/articles/products/courses/schedule-and-drip-content-in-courses) - Use the Drip or Schedule status in modules or submodules to manage when Course content becomes available
* [Live sessions](/articles/products/courses/how-to-go-live-in-your-course-product) - Engage with students in regularly scheduled live Course sessions

[Learn more about Courses](https://help.kajabi.com/articles/products/courses/courses-overview).

## Downloads

**Downloads** let you package and sell worksheets, templates, guides, and other digital files behind a secured paywall, letting you monetize your content while keeping it protected. After purchase, customers can access Downloads from their Member Library.

<img alt="Fit3" />

Unlimited Downloads count as only 1 Product on your Kajabi Plan. Create as many Downloads as your business requires, and each Download can hold multiple files that you can add or remove at any time.

<img alt="Fit2" />

Learn more about [Downloads](/articles/products/downloads/create-sell-downloadable-files-as-a-product).

## Expert Agents

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.
</Info>

[**Expert Agents**](/articles/products/products-overview/set-up-a-teaching-assistant) are AI teammates trained on your Kajabi content. They answer buyer questions, unstick your students, and capture every conversation in your [Universal Inbox](/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) — all while you're not around. They can appear as either a chat button that floats in the corner of every page where it is placed, or as an embedded inline chat panel.

With Expert Agents, a **Teaching Assistant** can field questions from members who are already inside a Product they have access to, and a **Sales Agent** can answer questions from prospects on your sales pages.

<img alt="Agentbubble2" title="Agentbubble2" />

The **Teaching Assistant** refers to your lessons, transcripts, and Community posts. When students get stuck mid-lesson, it answers with the exact moment from a Course, such as a timestamped clip.

The **Sales Agent** lives on your Landing and Sales Pages and helps prospects learn about your Offers before they buy. Where a Teaching Assistant supports members who already own a Product, a Sales Agent works on the pre-purchase side of the journey: answering questions about pricing, what's included, and which Offer is the right fit, around the clock.

<img alt="Configure Agent" title="Configure Agent" />

Agents speaks in the third person about your expertise (“Based on what Coach Sarah teaches in Module 3…”), never claim to be you, and refer members back to you for deeper engagement.

Teaching Assistants are available now, and the Sales Agent is coming soon.

Learn more about [Expert Agents](/articles/products/products-overview/set-up-a-teaching-assistant).

## Newsletters

[**Newsletters**](/articles/products/newsletters/newsletters-overview) help you grow your business by sharing consistent, valuable written content. They give you a direct communication channel with your audience — one you fully control, independent of social media algorithms or third-party platforms. Readers discover your content and subscribe for regular delivery.<br /><br />As your subscriber base expands, you can monetize your content — just as magazines use ads and other value-driven strategies. Create exclusive access to specific Newsletter content with Subscriber and Paywall breaks, and design [Newsletter Posts](/articles/products/newsletters/newsletters-overview#newsletter-vs-newsletter-posts) that encourage visitors to engage, subscribe, or purchase your Newsletter. Newsletter Posts are your individual issues that are released on a schedule you choose.

<img alt="Eat Like You Train 5 Nutrition Rules That Actually Work 06 02 2026 06 08 PM" />

<img alt="Newsletteranalytics" />

Newsletters can be a powerful tool for driving traffic to your website. By including links to blog posts, product pages, or special  subscribers to visit your site and take action. Personalized and targeted Newsletters can also help increase conversion rates, turning casual subscribers into loyal customers.

[Learn more about Newsletters](/articles/products/newsletters/newsletters-overview).

## Podcasts

**Podcasts** are audio programs on niche topics that let you share conversations and expertise with your audience on-demand. A Podcast is aired in seasons and episodes. Your listeners find you, then listen on-demand or subscribe to know when episodes are available.

In Kajabi, you can create, manage, and publish your Podcast all on one platform. Create Podcast episodes from scratch or import an existing show using an RSS feed, then distribute them to Apple Podcasts, Spotify, and other directories.

<img alt="Podcast Page" />

Podcasts can either be public and available to everyone, or private and only accessible to [customers that purchase a connected Offer](https://help.kajabi.com/articles/products/podcasts/how-to-create-a-private-podcast). Use private Podcasts to monetize exclusive audio content or deliver members-only episodes.

Keep tabs on downloads, listening apps and devices, top countries, and a custom Subscribers segment right from your Podcast analytics.

[Learn more about Podcasts](/articles/products/podcasts/how-to-create-and-publish-podcast-products-with-kajabi).

## Create a Product

<img alt="All Products" />

You can create a core Product (Coaching, Course, Community, Download, Newsletter, or Podcast) as follows:

1. From the Dashboard, open the **Products** tab.
2. Click **All Products**, then click the **+ New product** button.
3. Select the **Product Type** you want to create.
4. Click **Get Started**.
5. Follow the on-screen instructions to build your Product.

<Tip>
  **Tip:** On legacy plans that include Draft Mode, you can build one Product of each type over your Plan limit. A drafted Product cannot be published until you upgrade your Plan or remove an existing Product. [Learn more about Draft Mode](https://help.kajabi.com/articles/products/courses/try-different-product-types-with-draft-mode).
</Tip>

<Warning>
  **Warning:** Deleting a Product is permanent and removes the content and any customer access tied to it. Move customers to a replacement Product or save a backup of your content before deleting.
</Warning>

## FAQs

### How many Products can I create on Kajabi?

Product limits depend on your Plan. You can view your current Plan and usage limits in your [**Account settings**](https://help.kajabi.com/articles/account-settings/my-kajabi/change-your-account-details).

Each **Course**, **Community**, **Coaching**, **Podcast**, and **Newsletter** Product counts as one Product. All **Downloads** Products combined count as a single Product slot.

[Backstage](/articles/products/backstage/set-up-a-private-client-backstage) uses a per-active-seat pricing model. Heroes choose which Offers include Backstage, so seat usage is always tied to a deliberate packaging decision. Additional seats can be purchased for \$49/seat/month. Backstage seats do not count against Product limitations on Kajabi plans.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.
</Info>

[**Expert Agents**](https://help.kajabi.com/articles/products/products-overview/set-up-a-teaching-assistant) are also currently in Beta. Future entitlements and pricing are subject to change.

### Can I duplicate a Product?

You can duplicate:

* **Evergreen Courses -** Evergreen only, Cohort Courses cannot be copied. Duplication copies modules and lesson content only. Customers, assessments, and Offers do not transfer.
* **Coaching Programs** - Duplication copies the entire program, including outline sessions, group sessions, agenda items, resources, groups, and thumbnails. Offers do not transfer, and will need to be created or attached after duplicating.

### Can I sell physical products with Kajabi?

Products are designed for digital delivery. To sell physical goods, embed Shopify Buy Buttons on your pages or connect a third-party fulfillment service (e.g., Amazon) using Zapier.<br /><br />[Learn how to sell physical products with Kajabi](https://help.kajabi.com/articles/products/courses/can-i-sell-physical-products-with-kajabi).

### Where do my customers access purchased Products?

Customers access purchased Products from their Member Library on your website, the Kajabi mobile app, or your branded mobile app.


# Manage a Sales Agent
Source: https://help.kajabi.com/articles/products/products-overview/manage-a-sales-agent

Edit a Sales Agent, keep its Offer details current, monitor performance, and troubleshoot issues.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.

  [Request access](https://form.typeform.com/to/WhqDs0w5) and help us shape the feature by sharing your use case.
</Info>

## **Enable or disable a Sales Agent**

In the **Expert Agents** list, each row has an **Enabled / Disabled** dropdown in the Enabled column. Switching to **Disabled** automatically hides the Agent from all Landing Pages. This acts as an easy kill switch without having to remove the Agent's theme block from every page. All message and chat history is preserved.

<img alt="Disabledchat" />

Switch back to **Enabled** to resume responses.

<Note>
  **Note:** Visitors who already have the chat open when you disable an Agent may need to refresh the page before they see the change.
</Note>

## **Edit a Sales Agent**

1. From the Dashboard, click **Agents**.
2. Click the **more options (...) menu** on the Sales Agent's row or click the Agent **Name** to open the Sales Assistant overview page, then click the **more options (...) menu**.
3. Choose **Edit**. <img alt="Screenshot 2026 06 18 At 6 19 43 PM (2)" />
4. The **Edit chatbot** modal opens with your current settings.
5. Update any field and click **Submit**. A message confirms **Chatbot successfully updated**.

<Note>
  **Note:** You can change the linked Offer or Landing Page at any time.
</Note>

## Collect leads from conversations

Turn visitors into leads by having your **Sales Agent** ask for their email during a conversation. When a visitor shares their email, Kajabi saves it to your Contacts so you can follow up or kick off an automation. 

<img alt="Kajabi Admin Sites 2148802434 Expert Agents 06 30 2026 07 56 PM 1" title="Kajabi Admin Sites 2148802434 Expert Agents 06 30 2026 07 56 PM 1" />

**Turn on lead capture:**

1. Edit your Sales Agent and go to the **Contact collection settings** section.
2. Turn on the **Collect email address** toggle.
3. In the **Default message** field, edit the wording your agent uses to ask for an email so it matches your brand voice. The default is: “I'd love to send you more details — mind sharing your email?”
4. Use the **Ask for email after** dropdown to choose when the Agent asks: after 3, 5, or 8 messages.
5. **Save** your changes.

### What happens to captured emails

When a visitor shares their email, Kajabi saves it as a Contact. You can then use the captured lead as a trigger in an [Automation](/articles/marketing/automations/automations-overview) to tag the contact, send an email, enroll them in a sequence, or notify your team.

<Note>
  **Note**: Your Agent asks for an email address only. It does not collect names, phone numbers, or other details.
</Note>

## **Delete a Sales Agent**

1. From the **Agents** list, click the **more options (...) menu** on the Sales Agent's row and choose **Delete**.
2. In the **Delete chatbot?** confirmation modal, check the box labeled **Yes, I would like to delete this chatbot.**
3. Click **Delete**.

<Warning>
  **Warning:** Deleting a Sales Agent is permanent and cannot be undone. All conversations and analytics for that Agent are removed.
</Warning>

## **View analytics**

To view analytics, click the Sales Agent's **Name** in the **Agents** list to open the overview page.

<img alt="Sales Page Overview" />

* **Total Messages** — The total number of messages the Sales Agent has received
* **Active Conversations** — The total number of active conversations
* **Unique Members** — How many individual people have chatted with your Sales Agent
* **Avg. Messages / Conversations** — The average number of messages per conversation

## **Monitor conversations in Universal Inbox**

Every Sales Agent conversation automatically appears in [Universal Inbox](/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm). Sales Agent conversations are grouped in their own sub-channel so you can focus on pre-purchase activity separately from Teaching Assistant conversations.

Each conversation row shows a Sales badge to distinguish it from other agent types at a glance. 

### **Filter to Sales Agent conversations**

  1. From the Dashboard, navigate to the **Marketing** tab and click into **Universal Inbox**.

  2. Click into the dropdown menu under **All channels** and select **Sales Agent**

To see all agent conversations together, select the top-level Agents channel instead.

### **Take over a conversation**

You can step into a live conversation and reply directly. The visitor stays in the same chat thread and the Agent goes silent for the rest of the session.

  1. Open the conversation in **Universal Inbox**.

  2. Click **Take Over**. 

  3. Type your reply and send. The Agent will no longer respond to this conversation.

  4. When you are ready to have the Agent take back over, click **Release** and the Agent will respond to any future messages in that conversation.

<Note>
  **Note:** Takeover is manual. The Sales Agent does not automatically escalate to you. Conversations with high-intent signals may surface higher in the inbox list.
</Note>

### **Review a visitor's full conversation history**

When you view a Contact’s profile, you will see their entire conversation history with Expert Agents under **Lifecycle**.

From the Lifecycle page, you can select **Expert Agent Chat** from the **Filter by event type** dropdown.

<img alt="Contact Lifecycle 1" title="Contact Lifecycle 1" />

## **Troubleshooting**

### **My Offer details aren't showing up in responses**

* Confirm the correct Offer or Landing Page is linked on the Agent in **Edit chatbot**
* Confirm the Agent's status is **Active**, not **Setting up...** or **Needs attention**
* Confirm the Offer and its associated content are published

### **A visitor says they can see the chat but it won't respond**

* Confirm the Agent's status in the list is **Enabled**, not **Disabled**
* If the Agent was recently disabled, ask the visitor to refresh their browser
* Check whether the Agent entered the **Needs attention** state. If so, contact support.

### **The chat block doesn't appear on a Landing Page**

* Confirm the block was added in the Theme Editor and the page was published
* Confirm the page's theme is on a version that supports Expert Agent blocks
* If the block was removed from the theme but the Agent is still enabled, the Agent won't appear — verify the block is still present in the page's sections


# Manage a Teaching Assistant
Source: https://help.kajabi.com/articles/products/products-overview/manage-a-teaching-assistant

Keep Teaching Assistant content current, adjust settings, monitor member conversations, and troubleshoot issues.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.

  [Request access](https://form.typeform.com/to/WhqDs0w5) and help us shape the feature by sharing your use case.
</Info>

## Enable or disable an Assistant

In the **Teaching Assistants** list, each row has an **Enabled / Disabled** dropdown in the Enabled column. Switching to **Disabled** will automatically hide the chatbot from all member-facing pages. This acts as an easy kill switch without having to manually remove the chatbot's theme block from every page. All message and chat history will be preserved.

Switch back to **Enabled** to resume responses.

<Note>
  **Note:** Members who already have the chat open when you disable an Assistant may need to refresh the page before they see the change.
</Note>

## Edit an Assistant

1. Click the agent's name in the list, or click the overflow menu and choose **Edit**: <img alt="Edit Chatbot" />
2. The **Edit chatbot** modal opens with your current settings.
3. Update any field and click **Submit**. A message confirms **Chatbot successfully updated**.

You can change Products at any time. Adding a Product triggers ingestion for its content; removing a Product unlinks that content from the Assistant.

## Keep an Assistant up to date with new content

Once an Expert Agent is set up, most new content is picked up automatically. Some content types require an extra step.

### What updates automatically

* New Lessons and Lesson body text added to a connected Product
* New Community posts in a connected Community
* New Newsletter articles
* New captions added to a video — once a caption exists, the Assistant picks it up and retrains within a few minutes (you'll see the **Setting up...** status appear briefly)

### Action required after adding new videos

New videos added to a connected Product after the Assistant is set up are not transcribed automatically. The Assistant does not spend your AI credits on transcription without your explicit go-ahead.

You have three ways to bring a new video into the Assistant's knowledge:

1. **Re-open the Assistant settings and click Submit.** The form will show the AI credit cost for any un-transcribed videos in your connected Products and trigger transcription for the whole set when you submit. This is the fastest way if you have several new videos.
2. **Transcribe the video from the [Media Library](https://help.kajabi.com/articles/media-library/media-library-overview).** Once Media Library produces the captions, the Assistant detects it within a few minutes and retrains automatically — no further action needed on the Expert Agent side. Use this if you're already in Media Library or want to caption a specific video without bringing in others.
3. **Transcribe the video using Video Actions.** For any existing video assets that are not in the Media Library, transcribe by selecting **Closed captions** from the **Video Actions** menu, then click **Generate transcript** or **Upload transcript**.

<Check>
  **Important:**\
  Live-call recordings (coaching sessions, cohort live sessions) are a common case where videos accumulate. Until you transcribe them through one of the two paths above, the Assistant has no knowledge of what was said in those recordings — only the Lesson title and any text the hero typed alongside it.
</Check>

## Delete an Assistant

1. From the list, click the overflow menu on the agent's row and choose **Delete**.
2. In the **Delete chatbot?** confirmation modal, check the box labeled **Yes, I would like to delete this chatbot.**
3. Click **Delete**.

<Warning>
  **Warning:** Deleting a Teaching Assistant is permanent and cannot be undone. All ingested content references, conversations, and analytics for that Assistant are removed.
</Warning>

## Hero takeover from the Inbox

When a member sends a message that signals frustration, confusion, or an explicit request for human help, the conversation surfaces in your [**Universal Inbox**](https://help.kajabi.com/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) so you can step in.

1. From the Dashboard, open **Universal** **Inbox**.
2. Use the **All teaching assistants** channel filter to view **Teaching Assistant** conversations.
3. Open the flagged conversation and send a reply.
4. While you're responding, the Assistant pauses and your messages are clearly attributed to you.
5. When you're finished, you can release the conversation back to the Assistant or leave it in your own hands.

## View analytics

Available conversation analytics for a Teaching Assistant include:

<img alt="Agent Dashboard" />

* **Inbox** - The current number of unaddressed messages in your Universal Inbox that have signaled frustration, confusion, or an explicit request for human help
* **Total Messages** - The total number of messages the Teaching Assistant has received
* **Active Conversations** - The total number active conversations 
* **Unique Members** - How many individual members have conversed with your Teaching Assistant
* **Avg. Messages / Conversations** - The average number of messages per conversation

## Troubleshooting

### A Product's content isn't showing up in responses

* Confirm the Product is selected on the Assistant in **Edit chatbot**.
* Confirm the Assistant's status is **Active**, not **Setting up...** or **Needs attention**.
* For videos, confirm the videos are captioned. The Assistant cannot read un-captioned video.
* Confirm the member asking the question has Product membership that grants them access to the content.
* Confirm that the Product, Module, and Lesson are all published.

### The Assistant isn't using my recent live-session recordings or new videos

This is expected behavior. New videos added to a Product after the Assistant is set up are not transcribed automatically. To bring them in, either re-open the Assistant and click **Submit** (which surfaces the AI credit cost for any pending videos), or caption the videos from **Media Library** — the Assistant detects the new captions and retrains within a few minutes.

### A member says they can see the chat but it won't respond

* Confirm the Assistant's status on the list is **Enabled**, not **Disabled**.
* If the Assistant was recently disabled, ask the member to refresh their browser.
* Check whether the Assistant entered the **Needs attention** state. If so, contact support.

### The Chatblock doesn't appear on a member page

* Confirm the block was added in the Theme Editor and the page was published.
* Confirm the page's theme is on a version that supports Expert Agent blocks.
* If the block was removed from the theme but the Assistant is still enabled, the Assistant won't appear — verify the block is still present in the page's sections.

### A caption credit charge is higher than expected

The transcription credit cost is calculated from the total runtime of un-captioned videos in the Products you selected. To reduce the cost, remove a Product from the Assistant, caption a subset of videos manually first, or split the Assistant into multiple agents that each cover less selected products.

### The Assistant didn’t pick up my new live-session recording

New videos require transcription before the Assistant can use them. Transcription is not triggered automatically when you add a video, so you'll need to either re-open the Assistant and click **Submit** (to transcribe any pending videos as a batch) or caption the video through **Media Library** (the Assistant picks up the caption within a few minutes).


# Set up a Sales Agent
Source: https://help.kajabi.com/articles/products/products-overview/set-up-a-sales-agent

Configure an Expert Agent that answers prospect questions and guides buyers to purchase from your Landing Pages.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.

  [Request access](https://form.typeform.com/to/WhqDs0w5) and help us shape the feature by sharing your use case.
</Info>

A **Sales Agent** is a type of **Expert Agent** — an AI chat experience that lives on your Landing and Sales Pages and helps prospects learn about your Offers before they buy. Where a Teaching Assistant supports members who already own a Product, a Sales Agent works on the pre-purchase side of the journey: answering questions about pricing, what's included, and which Offer is the right fit, around the clock.

Setting up a Sales Agent takes a few minutes. You choose the Sales Assistant template, link it to the Offer or Landing Page it represents, customize a name and welcome message, and place the chat experience on a page using the Theme Editor.

Because a Sales Agent speaks to prospects rather than enrolled members, it can reference your Offer details and product descriptions without the visitor needing to own anything first.

## **Before you begin**

* You need at least one published Offer or Landing Page for the Sales Agent to represent.
* The Agent block is added through the [Theme Editor](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder), so the Landing Page you plan to attach the Agent to should be on an up-to-date theme.
  <Note>
    **Note**: Builder 2.0 is required when adding an Expert Agent to a Page or Product. [Learn how to upgrade here](https://help.kajabi.com/articles/website/pages/whats-new-with-builder-20#how-to-upgrade).
  </Note>
  <Note>
    **Note:** <br />Agents only work on themes built on the latest Encore and Premier site themes, and Premier and Momentum product themes: Encore Site 2.14.7, Encore Landing Page 2.14.7, Encore Offer 2.14.7, Encore Offer Upsell 2.14.7, Premier site 6.5.2, Premier Product 7.10.3, Momentum Product >=7.1.3 and above. Third-party templates can be updated to work with Agents.
  </Note>

## **Create a Sales Agent**

### **Open the Expert Agents area**

1. From the Dashboard, click **Agents**.
2. If you already have Agents listed, click **+ New chatbot** in the top right.

<img alt="Kajabi Admin Sites 2148802434 Expert Agents 06 18 2026 05 41 PM" title="Kajabi Admin Sites 2148802434 Expert Agents 06 18 2026 05 41 PM" />

3. If you haven't created any Agents yet, click **Get started** from the empty state.

### **Choose a template**

The **Create chatbot** wizard opens to the **Choose a template** step.

1. Select the **Sales Assistant** template.
2. Click **Next**.

### **Configure a Sales Agent**

1. In the **Configure your chatbot** step, fill in the following fields:

* **Agent name** (required) — The name prospects see at the top of the chat
* **Description** (optional) — A short internal description. Prospects do not see this
* **Welcome message** (optional) — The first message shown when a visitor opens the chat
* **Knowledge sources** (required) — Link the Sales Agent to the Offer(s) or Landing Page(s) it represents so the Agent knows which Offer it's selling and what details it can reference
* **Custom instructions** (optional) — Give the Agent personality and focus, and shape how it communicates

<img alt="Sales Agent" title="Sales Agent" />

**Custom instructions work well for:**

* Language — "Always respond in Spanish"
* Emphasis — "Lead with the transformation, then the price"
* Tone — "Adopt a warm, encouraging tone". The Agent is supportive, friendly, and concise by default; these instructions nudge from that baseline
* Persona framing — "Speak as a knowledgeable member of the team"

**What custom instructions can and cannot do:**

* Answers from your Offer details, product descriptions, and pricing — it won't invent products or pricing you haven't published
* Speaks as a representative of your business, never claims to be you
* Does not give medical, legal, financial, or other professional advice
* Does not perform account actions (purchase on a buyer's behalf, refund, change settings)
* Refuses off-topic questions, even when asked repeatedly

<Tip>
  **Tip:** Keep your welcome message short and inviting. It sets the tone for every conversation and is the first thing prospects see when they open the chat.
</Tip>

2. When you finish, click **Submit**. A **Chatbot successfully created** message appears and you're returned to the list.

## **Add a Sales Agent to a Landing Page**

Creating a Sales Agent turns it on, but prospects can't reach it until you place it on a page using the [**Theme Editor**](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

### **Floating chat button**

A **floating chat button** is a small circular button that floats in the corner of every page where it's placed. Clicking it opens the chat in a panel. Use this for an always-available Agent that doesn't take up page real estate.

<img alt="Kajabi Admin Themes 2166420859 Settings Edit 06 18 2026 06 00 PM" />

1. From the Dashboard, click **Website**, then **Landing Pages**, and select the page you want to edit.
2. Open the page in the **Theme Editor**.
3. Click **+ Add section** and select **Agents** at the end of the list. Click **Add**.
4. Select the Sales Agent under **Agents**.
5. Select **Floating button**, and choose a **Text Color** and **Agent Text Color.**
6. Click **Save**.
7. Publish the page by clicking the **more options (...) menu** to the right of the Landing Page and select **Edit Details**.

<img alt="Screenshot 2026 06 18 At 6 11 30 PM (2)" />

8. In the **Page visibility** section, select **Publish**.
9. Click **Save** in the lower right corner to apply your changes.
10. After publishing, you can also return to the page to configure more color and layout attributes, including **Agent Icon Color** and **Window Frame Color**.

### **Embedded chat block**

An **embedded chat block (Agent)** is an inline chat panel that lives directly inside a page section. Use this when you want the Agent to be visually prominent — for example, alongside your Offer details on a Sales Page.

<img alt="Embed Sales" />

1. In the **Theme Editor** for your Landing Page, click **+ Add section** and select **Agents** at the end of the list. Click **Add**.
2. Select the Sales Agent under **Agents**.
3. Select **Embedded**, and configure a block **Height** and **Corner Radius** to round the block corners if desired.
4. Choose a **Text Color** and **Agent Text Color.**
5. Click **Save** and publish the page as described above.
6. Once it's published, you can return to the **Agent** block in the page and edit the **Window Frame Color**.

<Note>
  **Note:** The embedded Agent block needs enough vertical space to render the chat comfortably. The Theme Editor enforces a minimum height when the block is placed.
</Note>

## Member ratings for Agent responses

Turn on **Response ratings** to show a thumbs up and thumbs down under each of your Agent's replies. Members select one to tell you whether a response was helpful, so you can see where your Agent performs well and where it needs better content or instructions.

<Note>
  **Note**: Response ratings are off by default for Sales Agents. Turn them on when you want feedback.
</Note>

### Turn on response ratings

1. Edit your Agent and find the **Response ratings** toggle.
2. Turn it on to show **👍** and **👎** buttons under your Agent's replies.
3. **Save** your changes.

<img alt="Responseratings" title="Responseratings" />

### See how members rated responses

Open a conversation in your [Inbox](/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) to see which replies members marked **Helpful** or **Unhelpful**. Ratings appear next to each agent reply.

<img alt="Kajabi Admin Sites 2148802434 Universal Inbox 06 30 2026 08 29 PM 1" />

## **FAQs**

### **How is a Sales Agent different from a Teaching Assistant?**

A [Teaching Assistant](/articles/products/products-overview/set-up-a-teaching-assistant) lives inside a Product and answers questions for members using content they already have access to. A Sales Agent lives on your Landing and Sales Pages and helps prospects before they buy, referencing your Offer details and product descriptions. Both are Expert Agents and share the same plan limit.

### **Can a Sales Agent talk to visitors who aren't members yet?**

Yes. The Sales Agent is built for the pre-purchase side of the journey, so it works for visitors on a Landing Page whether or not they have an account.

### **What language does the Sales Agent respond in?**

The Agent responds in the language a visitor writes in. You don't need to configure language separately, though you can add a custom instruction if you want the Agent to respond in a single language.

### **Can a visitor talk to the Sales Agent by voice?**

No. Sales Agents are text-only at launch.

### **Can a Sales Agent be embedded on a non-Kajabi website?**

No. Sales Agents render only on Kajabi-hosted pages.

### **How are messages billed?**

At launch, there is no per-message charge for conversations. Future messaging costs may apply as usage data informs pricing — any change will be announced before it takes effect.


# Set up a Teaching Assistant
Source: https://help.kajabi.com/articles/products/products-overview/set-up-a-teaching-assistant

Configure an Expert Agent that answers member questions using your Product content.

<Info>
  **Beta:** This feature is currently in Beta. Future entitlements and pricing are subject to change.

  [Request access](https://form.typeform.com/to/WhqDs0w5) and help us shape the feature by sharing your use case.
</Info>

A **Teaching Assistant** is the first type of **Expert Agent** — an AI chat experience that lives inside a Product and answers member questions using the Lessons, transcripts, and Community posts they already have access to. The Agent speaks in the third person about your expertise ("Based on what Coach Sarah teaches in Module 3..."), never claims to be you, and refers members back to you for deeper engagement.

Setting up a Teaching Assistant takes a few minutes. You choose which Products supply the Agent's knowledge, customize a name and welcome message, and place the chat experience inside a member page using the Theme Editor.

Each member only sees responses sourced from content their Product membership grants them access to. A member enrolled in Course A but not Course B never sees answers drawn from Course B.

## Before you begin

* You need at least one published Product (Course, Coaching Program, or Community) with content the Assistant can learn from.
* Video content must have captions. If a Product's videos aren't yet captioned, the Assistant setup flow will show you the AI credit cost to caption them and let you proceed.
* AI credits are required for video transcription. Check your remaining balance in your **Account settings** before starting.
* The chat block is added through the Theme Editor, so the Products you plan to attach the Assistant to should be on an up-to-date theme.
  <Note>
    **Note**: Builder 2.0 is required when adding an Expert Agent to a Page or Product. [Learn how to upgrade here](https://help.kajabi.com/articles/website/pages/whats-new-with-builder-20#how-to-upgrade).
  </Note>
  <Note>
    **Note:** <br />Agents only work on the latest Encore and Premier site themes, and Premier and Momentum product themes: Encore Site 2.14.7, Encore Landing Page 2.14.7, Encore Offer 2.14.7, Encore Offer Upsell 2.14.7, Premier site 6.5.2, Premier Product 7.10.3, Momentum Product >=7.1.3 and above. Third-party templates can be updated to work with Agents.
  </Note>

## Create a Teaching Assistant

### Open the Expert Agents area

1. From the Dashboard, click **Agents**.
2. If you haven't created any Agents yet, you'll see the **AI Teaching Assistant** empty state with a **Get started** button. Click **Get started**.
3. If you already have Agents listed, click **+ New chatbot** in the top right:

<img alt="Create Assistant List" />

### Choose a template

The **Create chatbot** wizard opens to the **Choose a template** step.

1. Select the **Teaching Assistant** template.
2. Click **Next**.

<Note>
  **Note: Teaching Assistant** is the only template available right now. Additional Expert Agent types — including a Sales Agent — are planned for a future release.
</Note>

### Configure an Assistant

<img alt="Configure Chatbot" title="Configure Chatbot" />

1. In the **Configure your chatbot** step, fill in the following fields:

* **Agent name** *(required)* — The name members see at the top of the chat. Example placeholder: *e.g. Support Assistant*.
* **Description** *(optional)* — A short internal description of what this Agent does. Members do not see this.
* **Welcome message** *(optional)* — The first message shown to a member when they open the chat. Example placeholder: *e.g. Hi! How can I help you today?*
* **Products** *(required)* — Select one or more Products the Agent should draw knowledge from. Members will only receive answers from content their Product membership grants them access to.
* **Custom instructions** *(optional)* — Allow you to give the Agent personality and focus, and what shapes its communication style.

**Custom instructions work well for:**

* Language — "Always respond in Spanish"
* Subject emphasis/Focus — “When explaining concepts, prefer the simplest framing” or "Emphasize practical examples over theory"
* Tone — “Adopt an upbeat, motivational tone”. The agent by default is supportive, friendly, and concise. These instructions nudge from that baseline.
* Persona framing  — “Speak as if you’re a patient study coach”

**What custom instructions can and cannot do:**

* Only answers from your published materials — it won't supplement with general knowledge or the web
* Always provides citations and won't fabricate quotes or sources
* Does not give medical, legal, financial, or other professional advice beyond what your materials teach
* Does not perform account actions (cancel, refund, change settings)
* Refuses off-topic questions, even when asked repeatedly

**Instructions that may conflict with built-in behavior:**

* Greeting members or asking a clarifying question before answering will be inconsistent — the agent is designed to lead with the answer first
* Asking for very formal language will only partly take effect — the agent's baseline is friendly and conversational.
* Setting a welcome message and then also providing custom instructions about a specific welcome message

<Tip>
  **Tip:** Keep your welcome message short and warm. It sets the tone for every conversation and is the first thing members see when they open the chat.
</Tip>

2. When you finish, click **Submit**. A **Chatbot successfully created** message appears and you're returned to the list.

## Choose which content your Agent uses

When you add a **Knowledge source** during setup, you can pick exactly which parts of it your Agent learns from instead of including the whole source. This works for both **Teaching Assistants** and **Sales Agents**.

1. In the **Knowledge sources** section, select the **gear icon** next to a source (**Customize resources**, or **Customize channels** for a Community) to open it. <img alt="Screenshot 2026 06 30 At 8 05 20 PM (2)" />
2. From there you can include or exclude individual pieces of content:
   * In a Course, choose specific Modules, Submodules, and Lessons, and within a Lesson, include the Lesson text, the video transcript, or specific downloads
   * In a Community, choose specific Channels
3. Use **Select all** or **Deselect all** to start from a full or empty list, then choose **Save selection**. A **Customized** label appears on any source where you have turned something off.

<img alt="Kajabi Admin Sites 2148802434 Expert Agents 06 30 2026 08 05 PM" title="Kajabi Admin Sites 2148802434 Expert Agents 06 30 2026 08 05 PM" />

<Note>
  **Note**: Newly published material is automatically included in the sources you select, so you only need to turn off content you want to leave out.
</Note>

<Tip>
  **Tip**: Selecting a video that has not been transcribed yet will utilize AI credits. The selection window shows an estimate before you save.
</Tip>

## Connect Products and prepare content

When you save a Teaching Assistant, the Assistant begins ingesting content from each Product you selected. The list page shows a status badge for each Agent:

* **Active** — Content has finished processing and the Assistant is ready to respond
* **Setting up... \[percent]%** — Content is still being ingested
* **Disabled** — The Assistant has been turned off and won't respond to members
* **Needs attention** — Something went wrong during setup; review the Agent and contact support if needed

### Handle videos that need captions

If any selected Product contains videos without captions, the form surfaces the AI credit cost to caption them before you save. Captions are required because the Assistant reads transcripts — not the raw audio or video file — to answer questions.

You can either:

* Click through to approve the caption credit cost and proceed with setup. The Assistant begins ingesting once captions are generated.
* Cancel, caption the videos manually in the [Media Library](https://help.kajabi.com/articles/media-library/media-library-overview) first, and return to setup.

<Check>
  **Important:** The Assistant will not answer questions about a video that doesn’t have captions. If you skip captioning, that video's content is invisible to the Agent even though it's in the Product.
</Check>

## Add an Assistant to a member page

Creating an Assistant turns it on, but members can't reach it until you place it on a page using the **Theme Editor**. 

<Note>
  **Note**: Builder 2.0 is required when adding an Expert Agent to a Page or Product. Learn how to upgrade [here](https://help.kajabi.com/articles/website/pages/whats-new-with-builder-20#how-to-upgrade).
</Note>

<Note>
  **Note:**<br />Only themes built on the latest Premier or Momentum Course themes are currently supported, and you must upgrade those themes to the latest version in order to see the **Agent** content block.

  Additionally, if your member library is built with Encore, make sure the page is updated to the latest version before adding a Teaching Assistant. The Assistant will not appear on older page versions.
</Note>

### Floating chat button

A **floating chat button** is a small circular button that floats in the corner of every page where it's placed. Clicking it opens the chat in a panel. Use this for an always-available Assistant that doesn't take up page real estate.

<img alt="Preview Floating Block1" />

1. From the Dashboard, click **Website** > **Landing Pages** (or open the Product whose pages you want to edit).
2. Open the page in the **Theme Editor**.
3. Click **+ Add section** and choose the **Agent floating button** block.
4. In the block settings, select the Teaching Assistant you created.
5. Save and publish the page.

### Embedded chat block

An **embedded chat block (Agent)** is an inline chat panel that lives directly inside a page section. Use this when you want the Assistant to be visually prominent — for example, on a Lesson page where members can ask questions as they learn.

<Frame>
  <img alt="Teaching Assistant Embedded Chat Block" />
</Frame>

The Agent block is available in the following places within Course Themes:

* **Premier Course Theme**: Product - Product Side Bar; Post - Post Side bar, Post Body
* **Momentum Course Theme**: Product - Dashboard Body, Dashboard Sidebar; Post - Dedicated Agent section

1. Open the page in the **Theme Editor**.
2. Click **+ Add section** and choose the embedded **Agent** block.
3. Select the **Teaching Assistant** in the block settings.
4. Save and publish the page.

<Note>
  **Note:** The embedded Agent block needs enough vertical space to render the chat comfortably. The Theme Editor will enforce a minimum height when the block is placed.
</Note>

## Member ratings for Agent responses

Turn on **Response ratings** to show a thumbs up and thumbs down under each of your Agent's replies. Members select one to tell you whether a response was helpful, so you can see where your Agent performs well and where it needs better content or instructions.

<Note>
  **Note**: Response ratings are on by default for Teaching Assistants.
</Note>

### Turn on response ratings

1. Edit your Agent and find the **Response ratings** toggle.
2. Turn it on to show **👍** and **👎** buttons under your Agent's replies.
3. **Save** your changes.

<img alt="Responseratings" title="Responseratings" />

### See how members rated responses

Open a conversation in your [Inbox](/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm) to see which replies members marked **Helpful** or **Unhelpful**. Ratings appear next to each agent reply.

<img alt="Teachingassistant 1" title="Teachingassistant 1" />

## FAQs

### Can a Teaching Assistant answer questions about Community posts?

Yes. When a Community is part of a Product the Assistant covers, Community posts in that Community are ingested alongside Lessons and other content. Members only see answers from Communities they have access to.

#### Can the Teaching Assistant be placed on or trained on Member Pages?

Yes, a Teaching Assistant can be placed on Member Pages using the floating chat button or embedded chat block via the Theme Editor. However, the Assistant's knowledge is sourced only from the Products you select during setup, specifically Lessons, video transcripts, Community posts, and downloads. The content of Member Pages themselves is not ingested as a knowledge source.

### Can the Assistant be used outside a member-only experience?

No. Teaching Assistants are designed for members who are already inside a Product they have access to. A separate Expert Agent type — the Sales Agent — is planned for non-member contexts in a future release.

### Can I test my agent's responses?

Yes, navigate to the Agents tab, and click on your agent in the table. This should take you to the agent's page with a chat window that you can use to preview how the agent works, without having to leave the admin.

### What language does the Assistant respond in?

The Assistant responds in the language a member writes in, and pulls from your content in whatever language it was originally captioned or written in. You do not need to configure language separately, however, you can add a system prompt override if you want the chatbot to only respond in a single language.

### Can a member talk to the Assistant by voice?

No. Teaching Assistants are text-only at launch.

### Does the Assistant remember past conversations with the same member?

Yes and no. Conversation history is preserved per chat, so the Assistant can pick up where it left off in a particular chat, but it does not remember history across separate conversations for the same member.

### Can a Teaching Assistant be embedded on a non-Kajabi website?

No. Teaching Assistants render only on Kajabi-hosted pages.

### How are messages billed?

At launch, there is no per-message charge for member conversations. You pay for video transcription through the AI credits system. Future messaging costs may apply as usage data informs pricing — any change will be announced before it takes effect.


# Increase engagement and sales with email strategies
Source: https://help.kajabi.com/articles/resources/business-guides/3-effective-email-strategies-to-increase-engagement-and-boost-sales-in-kajabi

Build effective email campaigns that nurture leads, inspire action, and convert subscribers into customers.

## Overview

Building an effective email campaign is essential for thriving in online business. Email campaigns nurture, inspire, and ultimately convert leads into customers. These three strategies help you create campaigns that drive engagement and sales.

## Method 1: Create a guided journey

A guided journey takes leads from initial interaction—like a landing page opt-in or social media post—through a structured path that builds anticipation for future emails and next steps.

With this method, leads sign up for free training or a free challenge, and your email sequence delivers content that follows a specific path. This creates structure for engaging your entire campaign.

<Tip>
  **Tip:** While delivering your guided journey campaign, add small teasers to your offers and previews of your programs. This approach converts leads into sales naturally.
</Tip>

A great example is the [Product Launch Funnel](../../marketing/funnels/funnel-templates), which takes potential customers from opt-in through a value-add journey leading to your offering.

<img alt="Product Launch Funnel" />

## Method 2: Welcome sequence

The welcome sequence works when someone opts in as a subscriber, purchases an introductory offer, or joins your list in any way. Its purpose is to build a relationship with prospects and establish trust while gently exposing them to your offerings.

<img alt="Welcome sequence example" />

### Trigger and craft a welcome sequence

Trigger your welcome sequence by setting up an automation in [Forms](../../marketing/forms/create-and-build-your-form) or [Offers](../../sales/offers/offers-overview). A well-crafted welcome sequence nurtures relationships, builds trust, and drives action.

Here's a strategic breakdown:

1. **Email 1: Welcome + Reintroduce the Offer** — Welcome your subscriber or customer. Reintroduce the offer they opted into and highlight your value proposition—what makes your solution unique and why it matters.

2. **Email 2: Share Your Brand Mission and Story** (Sent 24 hours later) — Build a personal connection by sharing your mission and story. Show your "why" and let your audience know what drives you.

3. **Email 3: Showcase Social Proof** — Reinforce trust by sharing customer success stories, testimonials, or other proof. Demonstrate real-world results and the impact of your product.

4. **Email 4: Address Their Pain Points** — Focus on challenges your audience faces. Provide a clear product breakdown and explain how your offer solves their specific problems.

5. **Email 5: Add Value with Data and Insights** — Build credibility by sharing data, research, or educational content. Link to a relevant blog post or resource that supports your solution.

## Method 3: Newsletter

Make your newsletter memorable by giving it a unique title. Instead of "XYZ Newsletter," try something engaging like **"Weekly Wisdom"** or **"Tips and Tricks for \[Your Niche]."** A well-named newsletter sets the tone and communicates value from the inbox.

### Launch a successful newsletter subscription

Ready to add a newsletter to your business? Learn the key steps to launching a successful newsletter subscription.

[Read more](../../products/newsletters/how-to-launch-a-successful-newsletter-subscription)

<img alt="Newsletter products" />

### Best practices for an effective newsletter

* **Re-use emails and make seasonal content** — Recycle content from past campaigns or blog posts, especially evergreen pieces. Tailor content to fit current seasons or trends. A fitness brand could repurpose workout tips into a "New Year, New You" theme for January.

* **Use AI to produce email content** — Leverage AI tools to brainstorm ideas, craft subject lines, or write first drafts. AI helps maintain consistency and saves time. Always add your personal touch to keep content authentic.

* **Keep it useful, educational, entertaining, and relevant** — Your audience opens your newsletter because they expect value. Include how-to guides, industry news, or stories related to your niche. Make every piece actionable, informative, or enjoyable.

* **Use simple formatting with a consistent look and feel** — Visual consistency reinforces brand recognition. Choose a clean layout with white space for easy reading. Stick to consistent colors, fonts, and logo placement.

## Build meaningful connections

Effective email campaigns create meaningful connections, deliver value, and guide your audience toward action. Whether you're nurturing leads through a value-packed journey, building trust with a warm welcome, or maintaining relationships through newsletters, your efforts translate into lasting customer relationships and increased conversions.

Stay relevant, authentic, and customer-focused. Take these strategies, adapt them to your unique brand and audience, and start building email campaigns that truly resonate.


# Run a successful challenge to grow a business
Source: https://help.kajabi.com/articles/resources/business-guides/3-tips-for-running-a-successful-challenge-to-grow-your-business

Engage your audience and create momentum for your business with a well-planned challenge.

Challenges are a powerful way to engage your audience, showcase your expertise, and create momentum for your business. Whether you're launching a product, building your email list, or growing your community, a well-planned challenge can make a significant impact.

## Set clear goals and define your audience

Every great challenge starts with a clear purpose. Are you looking to attract leads, convert followers into customers, or increase community engagement? Once you've identified your goal, define your ideal participant. Understanding their needs, interests, and challenges helps you create content that resonates.

<Tip>
  **Tip:** Use [Kajabi's landing page builder](../../website/pages/create-a-lead-generation-landing-page) to create a compelling signup page. Highlight what participants will gain and include testimonials or social proof if available.
</Tip>

## Plan engaging and achievable content

Challenges are most effective when they balance inspiration with actionable steps. Break your challenge into daily or weekly tasks that feel doable and rewarding. The content should align with your business niche while addressing your audience's pain points.

<Tip>
  **Tip:** Pre-schedule your challenge content in Kajabi. Use [automated emails](../../marketing/email-campaigns/create-an-email-sequence), videos, or a dedicated [course product](../../products/products-overview/kajabi-products-overview) to deliver materials. This keeps participants on track and ensures consistent communication.
</Tip>

## See a challenge built on Kajabi

This sample challenge was built using a [landing page](https://hc1.mykajabi.com/free-challenge-set-your-2025-goals-in-5-days), [custom thank you page](https://hc1.mykajabi.com/2025-challenge-thank-you), and follow-up email sequence.

<Note>
  **Note:** This challenge is for inspiration only. While you can sign up via the opt-in page, the email sequence is only a template.
</Note>

[View the challenge](https://hc1.mykajabi.com/free-challenge-set-your-2025-goals-in-5-days)

<img alt="Challenge landing page example" />

## Offer a next step to sustain engagement

Your challenge shouldn't end when the event is over. Keep momentum going by offering a next step that aligns with your audience's journey. This could be a paid membership for ongoing support, a discounted coaching session, or an upsell to one of your products.

<Tip>
  **Tip:** Kajabi makes it easy to offer [upsells](/articles/sales/offers/upsells-overview) or post-challenge programs. Use upsells to streamline the purchase process and continue building customer relationships.
</Tip>

## Choose a compelling name for a challenge

The name of your challenge is the first thing potential participants see, so make it catchy and goal-oriented. Aim for a title that highlights the outcome they'll achieve or the journey they'll embark on.

For example, a 5-day challenge could be called "5 Days to Kickstart Your Fitness Journey," while a 7-day challenge might be "7 Days to Transform Your Morning Routine." A great name sets the tone and generates excitement.

### 5-day challenge ideas

* **5 Days to a Stronger \[Skill/Outcome]** (e.g., "5 Days to a Stronger Online Presence")
* **5-Day \[Theme] Reset** (e.g., "5-Day Mindset Reset")
* **Master \[Skill] in Just 5 Days** (e.g., "Master Crochet Basics in Just 5 Days")
* **The 5-Day Quickstart to \[Goal]** (e.g., "The 5-Day Quickstart to Healthy Eating")
* **5 Days to Kickstart Your \[Outcome]** (e.g., "5 Days to Kickstart Your Writing Habit")

### 7-day challenge ideas

* **7 Days to \[Outcome] Success** (e.g., "7 Days to Social Media Success")
* **Your 7-Day \[Skill] Journey** (e.g., "Your 7-Day Productivity Journey")
* **7 Days to Transform Your \[Theme]** (e.g., "7 Days to Transform Your Morning Routine")
* **The 7-Day \[Outcome] Sprint** (e.g., "The 7-Day Fitness Sprint")
* **7 Days to Build Your \[Skill/Outcome]** (e.g., "7 Days to Build Your Brand Voice")

By setting clear goals, delivering engaging content, and offering a path for continued growth, a challenge can become a cornerstone of your business strategy.


# Brainstorm a product
Source: https://help.kajabi.com/articles/resources/business-guides/brainstorm-your-product

Position your expertise into a product your audience will find valuable by defining benefits, scope, and structure.

## Overview

This is where you start serving your niche and deciding what to offer. A "product" in this context means the item you're offering customers in exchange for money.

These steps help you position your expertise into a product your audience will find valuable.

## Step 1: Define the product benefit

The goal of a product is simple—answer one question: "What is the fastest and most likely way to provide the desired outcome for your customer, getting them from their current state to their desired state?"

Here's an example:

**How to run a marathon** — What's the fastest and most effective method to improve someone's ability to prepare for, compete in, and finish a marathon?

## Step 2: Determine product scope

That marathon idea can be built into multiple, more specific products:

**How to run your first marathon**

* Helps someone who's never run a marathon
* Likely a larger course with multiple parts

**How to improve your marathon time by 30 minutes, guaranteed**

* Targets current runners or marathon runners wanting to improve
* Likely a larger course with multiple parts

**Ten stretching exercises every marathon runner needs to prevent injury**

* Helps new or existing runners
* Could be a free lead magnet or low-price download

**30 must-eat meals for marathon runners to have boundless energy**

* Helps new or existing runners
* Could be a small-price PDF cookbook, medium-price product with cooking technique videos, or premium-price product with videos plus a custom nutrition strategy session

## Step 3: Structure the product

Your product structure is only limited by creativity, but here are four common approaches:

1. **Digital Download** — A single tactic or outcome
2. **Online Course** — Bigger outcome with multiple parts to achieve it
3. **Coaching/Consulting** — Combination of course content with personal interaction and customization
4. **Subscription/Membership** — Courses or downloads offered on a regular basis (e.g., monthly)

When starting out, choose one structure you like most and begin building where you feel most comfortable.

Some people prefer higher price points and coaching/consulting products because they enjoy the interaction and it serves their niche best. How do you know if it's best for your niche? Ask yourself: Is it the fastest and most likely path to deliver them from their current state to their desired state?

In Kajabi, you can create many product types for different niches. But the key to getting going is getting started—and that takes focus.

## Brainstorming questions

Use these questions to spark ideas about what you can offer your market:

* What have you bought in your niche where you thought, "I can do this better"?
* When have you felt frustrated or lost because you couldn't find the answers you needed to achieve an outcome?
* What are the common questions you get about your area of knowledge, experience, or passion? (e.g., what exercises should I do to lose weight)
* What questions do you wish people were asking so they'd get better results? (e.g., how can I change my diet to lose weight whether I exercise or not?)
* What transformation are most people in your niche seeking? For example:
  * Weight loss
  * More energy
  * Faster Pinewood Derby car times
  * Better tennis forehand
  * Living without lower back pain
  * Bigger arms or six-pack abs
  * Eating vegan and knowing how to cook vegan
  * Feeling confident giving a toast in front of strangers

## Final checklist and next steps

Now that you've identified:

* The current state of your market
* The desired state you're going to get them to
* The breadth of product needed to help them achieve it
* The format you feel best delivering it in

You're ready to start building.


# Choose a niche
Source: https://help.kajabi.com/articles/resources/business-guides/choosing-your-niche

Define which market you want to serve using your existing knowledge and passions.

## Overview

Your niche is the specific group of people you're going to serve. It's the foundation for everything else in your business. Identifying and selecting this group is your first step.

Don't overthink this as a permanent decision. You may serve many kinds of markets over the life of your business—today's goal is to choose your first niche.

## Start with an exercise

For each question below, make a list of potential niches. Write down as many as you can—the descriptions and ideas are meant to spark your creativity.

## Identify knowledge and life experience

### Career

Your career likely represents a significant portion of your life, and you're probably an expert at what you do. You've found ways to achieve results faster and help others do things better with less stress. There's opportunity to re-engineer your work experience into knowledge people would gladly purchase.

### Education

Look back at your time in school. Were there subjects that excited you but fell to the wayside as you jumped into your career? Were there areas of education that shaped your career path and could be reawakened to serve a niche?

### Experience

Which experiences stand out as potential niches you could be passionate about? Do friends and family ask you for insights and wisdom in certain areas? Did experiences like traveling, brewing craft beers, fishing, or hiking awaken intense interest?

An often overlooked area is when things went wrong. Did you face tremendous challenges or hardships that gave you insights you wish you'd had earlier? Can you turn those low points into resources for others experiencing the same challenges?

## Identify passions and interests

### Hobbies

Hobbies are a treasure trove of niche ideas—and you've already got the passion built in. Whether it's pinewood derby racing techniques, cookie recipes, fitness, or sports, countless areas can build a great niche. You likely already know where fellow hobbyists hang out and what they're willing to buy.

### Side-jobs or projects

Think about projects you pursue with a profit motive—developing software in the evening, woodworking and selling creations on Etsy, or similar endeavors. These could become the foundation for your niche.

## Choose passion over perceived profit

Whether you choose your niche based on life experience or an area of interest, successful people share one thing in common: they're excited about what they're building.

It may seem smart to choose a niche you see as lucrative, even without genuine interest—like weight loss or making money online because others have found success there. But your excitement over your niche is the ultimate advantage. It's what keeps you going through the tough days of building an online business.

## Get help choosing a niche

If you're struggling to find a niche or have too many ideas to choose from, join the [Kajabi Mastermind group](https://www.facebook.com/groups/newkajabi) on Facebook. Over 6,000 active Kajabi users are there to support each other in selecting niches and building businesses.

Once you pick your niche, the fun is just beginning.


# Copy snippets to captivate an audience
Source: https://help.kajabi.com/articles/resources/business-guides/copy-snippets-to-captivate-your-audience-in-seconds

Marketing copy templates you can customize for your website and sales pages to connect with your audience and drive conversions.

## Overview

Effective copy connects with your audience by showing them you understand their needs. These snippets provide a starting point for key sections of your website and sales pages. Copy and customize them to fit your style and voice.

Good copy isn't just about selling—it's about making your audience feel understood and showing them what's possible.

## Hero section: Homepage

Your homepage hero section creates the first impression. Visitors should understand what you do and why it matters within 5 seconds.

* **Headline:** I help \[Your Avatar] achieve \[Outcome/Benefit] with \[Your Service].
* **Subheadline:** Whether you're \[Situation/Challenge], I provide \[Service/Solution] to help you \[Result]

<img alt="Hero section homepage" />

## About me section

The About Me section shows you're human and builds trust. Use this template whether it's a standalone page or part of your sales page:

Hi, meet me \[Your Name], and \[your area of expertise] really makes me love my work. That is why I started \[company name]. Seeing \[Your Avatar] \[achieve a benefit] through \[your approach] makes me do a happy dance. But I'll be honest—it did not happen overnight.

A few years back, I was... \[tell your story]

But then, I stumbled upon \[specific method/or mentor etc], and let me tell you—it was like flipping a switch. Suddenly, things started to click, and I couldn't believe how much easier life became once I had this \[method/trick/approach] in my corner.

That was the moment I poured my heart into refining this process and helping others find their groove and help them from \[where they are now] to \[where they want to be]

Here's a little something extra about me: I'm a sucker for \[hobby]. My happy place? Definitely \[favorite travel destination]. When I'm not working, you'll likely find me \[activity you enjoy].

<img alt="About section" />

<Tip>
  **Tip:** Adding personal, fun touches to your communication builds rapport with your audience. Mentioning hobbies or interests often becomes a conversation starter during calls.
</Tip>

## Hero section: Sales page

Your sales page hero section hooks your audience. You have just 5 seconds to capture attention and make an impact.

### Headline options

* Tired of \[Common Problem]? Let's turn that frown upside down with \[Solution/Benefit].
* Want to \[Reach a Specific Goal] without feeling like you're pulling teeth?
* Ready to \[Achieve an Outcome] but feeling like you're spinning your wheels?

### Short trigger description

Discover how \[Your Avatar] can \[Benefit or Learn Something Valuable] with \[Brief Description of Solution]. Whether you're \[Starting Out/Experienced], you'll find the roadmap to \[Achieve a Specific Outcome] right here.

This approach focuses on the reader's emotions and benefits, laying the groundwork for trust and connection.

<img alt="Sales page hero" />

## Benefit section

Before introducing your product, paint a picture of the life your audience dreams about. An "Imagine If" section works well right before your pitch.

<Note>
  **Note:** Focus on emotions here—no course selling yet.
</Note>

Imagine if you could finally \[e.g., "kick your financial stress to the curb"]. Picture yourself mastering \[skill] that lets you \[positive outcome] with ease, giving you more \[benefit]. Think about the confidence you'd gain to \[specific action], allowing you to focus on what truly lights your fire.

Imagine the relief of starting each day with a clear \[your solution], knowing you're the captain of your own ship when it comes to \[area of life]. Picture the success rolling in as you hit your goals with \[less effort/more satisfaction]. Envision a future where you feel \[emotion], empowered to \[specific outcome] without breaking a sweat.

## Introduce your course

When introducing your course, keep copy short and direct:

**Introducing: NAME COURSE**

The X step course where you will learn X and achieve Y.

With this course, you will not only learn how to \[the solution you offer] but you will have lifetime access and finally feel \[Desired outcome]

By the end of \[COURSE NAME], you'll know how to \[use a bullet point list of things they normally struggle with and now finally know how to change]

## Before writing

These snippets are starting points for your homepage or sales page. Your page will need additional copy, but these templates help you write content that converts.

Make it fun. Let your personality shine through, keep it real, and show your audience why you're the breath of fresh air they've been searching for.

Now go grab another coffee and start drafting your copy.

## About the author

Stephanie is a course marketing expert with a strong focus on creating effective marketing copy. With a background in the arts and a marketing degree from the University of Applied Sciences in Amsterdam, she combines creativity with strategy to craft content that connects with audiences.

[Visit Just Know How Course Boutique Online](https://www.justknowhow.net/)

<img alt="Stephanie Steggehuis" />

*This content was provided by Kajabi Expert Stephanie Steggehuis and is offered for informational and educational purposes only and not as expert advice. If you would like further information on this topic or to work with Stephanie Steggehuis, please contact them via their profile in the Kajabi Experts Directory at [https://experts.kajabi.com/stephanie](https://experts.kajabi.com/stephanie).*


# Get started with SEO
Source: https://help.kajabi.com/articles/resources/business-guides/get-started-with-seo

Learn the basics of search engine optimization to improve your site's visibility and attract more visitors.

## Overview

SEO (Search Engine Optimization) helps put your business at the forefront of search engines like Google. Optimizing your website can help you rank higher in search results for keywords related to your business, increasing traffic and visibility.

## What is SEO?

SEO stands for Search Engine Optimization—the practice of optimizing your website to rank higher in search engine results.

When users search for a keyword, search engines display a series of results. Each result typically contains:

* URL
* Page title
* Description

<img alt="search-engine-results-page.png" />

<Note>
  **Note:** Search engine results pages may also include paid ads at the top or bottom of the results.
</Note>

The higher you rank in search results, the more likely someone will click through to your website. SEO helps you optimize your content to achieve better rankings for keywords relevant to your business.

Every page and blog post on your Kajabi site has an SEO and Sharing section where you can set a page title, description, and image.

## Page title

You can set a page title in the SEO and Sharing section of any page or blog post. Depending on the search engine, your page title may display below the URL breadcrumb on results pages and on browser tabs.

<Note>
  **Note:** Search engines may display relevant text from your page instead of your custom title.
</Note>

### Improve page titles for SEO

* Describe your page content in less than 70 characters
* Include a relevant keyword when it makes sense
* Use unique titles for each page

### Pages

<img alt="page-title-pages.png" />

### Blog

<img alt="page-title-blog.png" />

## Page description

Set a page description in the SEO and Sharing section of a page or blog post.

<Note>
  **Note:** Search engines may display relevant text from your page instead of your custom description.
</Note>

### Improve page descriptions for SEO

* Summarize your page content in 1-2 sentences
* Include a relevant keyword
* Use unique descriptions for each page

### Pages

<img alt="page-description-pages.png" />

### Blog

<img alt="page-description-blog.png" />

## Page URL

Set a page URL in the General section of a page or the SEO and Sharing section of a blog post. This URL displays in search results and is the link users click to access your page.

### Improve page URLs for SEO

* Keep it short
* Avoid vague URLs (e.g., page-123)—briefly describe the page instead
* Use hyphens to separate words, not underscores
* Use lowercase letters
* Include a relevant keyword when appropriate

### Pages

<img alt="page-url-pages.png" />

### Blog

<img alt="page-url-blog.png" />

<Note>
  The title in the General section is an internal title, while the Page Title in the SEO and Sharing section is visible to users. The same applies to blog posts. [Learn more about the SEO and Sharing section](../../website/pages/seo-and-sharing).
</Note>

## Header tags

Header tags structure your page content for both users and search engines. Use Kajabi's text editors to select heading tags that organize your content.

### To view header tag options

1. Open the **text editor** for your desired text section
2. Click **Formats**
3. Select **Heading**

<div>
  <iframe />
</div>

### Heading hierarchy

* **Heading 1:** The title of your page
* **Heading 2:** Subheadings
* **Heading 3-6:** Further subheadings for your content

### Improve headings for SEO

* Use only one H1 tag per page
* Include a relevant keyword in your H1 tag
* Add keywords to other header tags when appropriate

<img alt="header-tags.png" />

## Images

Good filenames and alt text for images improve your SEO. Alt text describes an image for screen readers and search engines. You can find this field in the Image Block in the website or page builder.

### Improve images for SEO

* Avoid vague filenames (e.g., image123.png)—briefly describe the image instead
* Use hyphens to separate words in filenames, not underscores
* Reduce image file size using tools like [Squoosh](https://squoosh.app/)
* Add alt text that briefly describes each image
* Include relevant keywords in filenames and alt text when appropriate

<img alt="image-alt-attribute.png" />

## Text

Quality written content on your pages and blog posts supports better SEO performance.

<Note>
  **Note:** AI-powered search tools like ChatGPT, Perplexity, and Google AI Overviews rely on readable text content to surface your pages. Text written directly on your pages is more accessible to both search engines and AI tools than text embedded in images. For best results, avoid placing important content inside images.
</Note>

### Improve text for SEO

* Write longer content (over 2,000 words) when appropriate
* Include relevant keywords throughout your content, but don't overdo it
* Use descriptive link text instead of phrases like "click here"

## Sitemap

A sitemap helps search engines index the pages on your website. While not required to get listed on search engines, submitting your sitemap to Google and Bing can be helpful.

<Note>
  Submitting your sitemap to Bing also submits it to Yahoo. DuckDuckGo references Bing's search results. Depending on your location, you may also want to submit to Yandex or Baidu.
</Note>

### Google

#### Submit a sitemap to Google

1. Log in to [Google Search Console](https://search.google.com/search-console/welcome) (requires a Google account)
2. In the **URL Prefix** field, enter your full domain name (e.g., [https://www.example.com](https://www.example.com))
3. Click **Continue**

<div>
  <iframe />
</div>

There are several ways to verify your domain. This example uses the HTML tag method.

#### To use the HTML tag method

1. Click **HTML tag**
2. Copy the Meta tag provided

<img alt="HTML tag verification" />

Open a separate browser tab and navigate to your Kajabi account.

#### To add the Meta tag in Kajabi

1. Open the **Settings** tab from your Dashboard
2. Click **Site Details**
3. Scroll to **Page scripts**
4. Paste in your copied Meta tag
5. Click **Save**

<div>
  <iframe />
</div>

#### To complete verification in Google Search Console

1. Click **Verify**
2. Click **Go to Property**
3. Select **Sitemaps**
4. Enter **sitemap.xml** in the text field
5. Click **Submit**

<div>
  <iframe />
</div>

### Bing

#### Submit a sitemap to Bing

1. Open [Bing Webmasters Tools](https://www.bing.com/webmasters)
2. Click **Get started** or **Login** (requires a Microsoft, Google, or Facebook account)
3. In the "Add your site manually" field, enter your full domain name (e.g., [https://www.example.com](https://www.example.com))
4. Click **Add**

<img alt="Bing add site" />

You can import your site from Google Search Console, but this example covers manual setup using the HTML Meta Tag method.

#### To use the HTML Meta Tag method

1. Click **HTML Meta Tag**
2. Copy the Meta tag provided

<img alt="Bing HTML meta tag" />

Open a separate browser tab and navigate to your Kajabi account.

#### To add the Meta tag in Kajabi

1. From the Dashboard, open the **Settings** tab
2. Click **Site Details**
3. Scroll to **Page scripts**
4. Paste the Meta tag into the Header Page Scripts field
5. Click **Save**

<div>
  <iframe />
</div>

#### To complete verification in Bing Webmaster Tools

1. Click **Verify**
2. When "Site addition successful" appears, click **Done**
3. Click **Sitemaps** in the left sidebar
4. Click **Submit sitemap**
5. Enter your full domain name with **/sitemap.xml** at the end (e.g., [https://www.example.com/sitemap.xml](https://www.example.com/sitemap.xml))
6. Click **Submit**

<div>
  <iframe />
</div>


# Build an automated sales funnel for course sales
Source: https://help.kajabi.com/articles/resources/business-guides/how-to-build-an-automated-sales-funnel-to-increase-your-course-sales-on-kajabi

Learn how to create an automated sales funnel that generates consistent course sales while you focus on what you love.

## Overview

By Brandon Trentalange, [Millennial Marketer](https://www.millennialmktr.com/)

Creating an online course is no small feat. If you've successfully built and uploaded your course to Kajabi, you've already tackled one of the most challenging parts of the process. But building a course is just the beginning. To achieve consistent sales, you need an effective, automated system that works tirelessly in the background—even when you're not. That's where a sales funnel comes in.

The following steps cover building an automated sales funnel tailored for Kajabi course creators. Whether you're just starting or optimizing an existing funnel, these practical strategies help increase sales and streamline your business.

## What is a sales funnel, and why do you need one?

A sales funnel is a structured journey that guides potential customers from discovery to purchase. Imagine having a system that nurtures leads, builds trust, and converts browsers into buyers—without needing you to be involved at every step. That's the power of an automated sales funnel. Not only does it free up your time, but it also ensures your sales process is consistent and scalable.

<div>
  <iframe />
</div>

## Step 1: Choose the right value vehicle

Every successful sales funnel starts with an irresistible *value vehicle*. This is the free content or resource you offer in exchange for a prospect's email address, serving as the entry point to your funnel. Think of it as your opening handshake—a way to show your audience you understand their challenges and can provide solutions.

### Popular options for Kajabi course creators

1. [**Ebook**](../../sales/offers/how-to-sell-an-ebook): Use Kajabi's intuitive landing pages to offer a downloadable PDF packed with actionable insights or a preview of your course material.
2. [**Webinar**](../../marketing/funnels/how-to-set-up-a-zoom-webinar-funnel): Host a pre-recorded training session on Kajabi. A well-crafted webinar builds trust and positions you as an authority.
3. [**Free mini-course**](../../products/courses/courses-overview): A bite-sized version of your course is a great way to showcase the transformation you can deliver.

<Tip>
  **Tip:**
  Your value vehicle should solve a specific problem that's relevant to your audience while hinting at the more comprehensive solutions found in your paid course.
</Tip>

## Step 2: Build funnel pages in Kajabi

Kajabi provides everything you need to build and connect each page of your funnel. Let's break down the key pages:

### 1. Opt-in page

**Purpose:** Capture your audience's email addresses in exchange for your value vehicle.

**Best practices:**

* Use a Kajabi Landing Page and a Form to capture your lead
* Set up the form to go to their next step—either a webinar watch room or thank you page that tells them how they will receive their freebie
* Use a compelling headline that highlights the benefits (e.g., *"Get My Free Guide to Building a Profitable Online Course"*)
* Include a simple, eye-catching form
* Add a clear and enticing call-to-action (CTA)

### 2. Freebie delivery

**Purpose:** Fulfill the promise made on the opt-in page and encourage further engagement.

**Best practices for webinars:**

* Add your webinar to a Kajabi landing page so your audience can watch your pre-recorded training
* Include a CTA button below the video for those who would like to take the next step in enrolling in your course

**Best practice for other freebies:**

* Use a Kajabi Landing Page to create a custom thank you page that tells your lead to check their email to receive their freebie
* Include contact information or a way for them to engage further with you on the page

### 3. Sales page

**Purpose:** Convert leads into paying customers by showcasing your course.

**Best practices:**

* Use a Kajabi landing page and focus on only selling 1 offer on the page
* Focus on the transformation your course provides
* Use testimonials and case studies to build credibility
* Address objections with FAQs, guarantees, or bonuses
* Add CTA buttons throughout the page so your leads can purchase as soon as they make a decision

### 4. Checkout page

**Purpose:** Simplify the purchasing process.

**Best practices:**

* Display a clear summary of the offer
* Include multiple payment options
* Offer a satisfaction guarantee to reduce risk for buyers

## Step 3: Automate nurturing with email campaigns

Not everyone will buy immediately, which is why follow-up is critical. Kajabi's built-in email marketing tools allow you to automate nurturing sequences that keep your leads engaged and interested.

Make sure to create this using an email sequence. Your subscribe trigger is the completion of the form on your opt-in page and the unsubscribe trigger is the purchase of your offer.

### Example 14-day email sequence

* **Day 1:** Deliver the promised freebie with a warm introduction.
* **Day 3:** Share a helpful tip or story related to their pain point.
* **Day 5:** Highlight testimonials from successful students.
* **Day 7:** Offer a bonus, like an additional resource or checklist.
* **Day 10:** Create urgency with a limited-time offer or discount.
* **Day 14:** Make a final, compelling pitch, emphasizing the transformation they'll experience.

<Tip>
  **Tip:**
  Use Kajabi's analytics to monitor open rates and tweak your sequence as needed.
</Tip>

## Step 4: Drive traffic to the funnel

Without traffic, even the most well-designed funnel will fail. The goal is to attract your ideal audience and direct them to the top of your funnel. This means reaching the people who are most likely to benefit from your course.

### Effective traffic sources for course creators

* **Social media:** Platforms like Instagram, LinkedIn, and YouTube are excellent for sharing educational and engaging content that links to your Kajabi opt-in page.
* **Partnerships & affiliates:** Collaborate with influencers or other course creators in your niche. Kajabi's affiliate tracking makes this seamless.
* **Paid advertising:** Running targeted ads on Facebook, Google, or YouTube can help you generate traffic quickly. Start small, test your messaging, and scale your budget once you identify what works.

## Step 5: Optimize the funnel with analytics

Your first funnel likely won't be perfect, and that's okay. [Kajabi's analytics tools](../../analytics/analytics-overview) provide valuable insights into what's working and where you can improve.

### Key metrics to track

* **Opt-in rate:** If this is low, test new headlines, images, or CTAs on your opt-in page.
* **Engagement:** Monitor how much of your webinar or video content people are watching.
* **Conversion rate:** Analyze your sales page and offer to see what might be causing hesitation.

## The benefits of an automated funnel

An automated sales funnel doesn't just save time—it transforms your business. With a system running 24/7, you can focus on creating new courses, serving your students, or even taking a well-earned break.

### What becomes possible

* Waking up to new sales notifications
* Spending more time on creative projects
* Watching your business grow without constant hustle

Building an automated sales funnel in Kajabi is one of the smartest moves you can make as a course creator. By focusing on value, nurturing leads, and leveraging Kajabi's powerful tools, you can create a sales system that works for you. Start small, stay consistent, and refine as you go—you'll soon have a funnel that generates consistent, scalable income while you focus on what you love most: teaching and transforming lives.


# Create a profitable Kajabi sales page
Source: https://help.kajabi.com/articles/resources/business-guides/how-to-create-a-profitable-kajabi-sales-page

Learn how to craft a high-converting sales page with persuasive copy, clear offers, and effective design.

## Overview

Crafting a high-converting sales page starts with one crucial step: nailing the persuasive sales copy. The essentials of creating an outline for your sales page that not only engages your audience but also compels them to take the next step are covered below.

## Step 1: Create an outline with persuasive sales copy

One of the most important components of your sales page is your sales page copy. If you're unfamiliar with the term "copy", it refers to the text on your sales page including your headlines and body text.

Your sales page copy should include the following:

* **Compelling headings** that are scannable and will stop people in their tracks
* **The "why"** — the reason they need what you're selling based on their pain points or desires
* **The "what"** — this includes the duration of the offer, downloads, etc
* **Social proof** like testimonials, case studies, or success stories
* **A little about you** including your story, experience, or qualifications
* **Enticing offer(s)** with a clear outline of what's included and what they'll receive
* **Incentives or scarcity** including upgrade bonuses, "fast-action bonuses", or limited-time discounts with a countdown timer (optional)

## Step 2: Present clear, valuable offers

### Minimize the number of offers

Have you ever heard the saying, "if you give them too many choices, they'll often choose nothing"? Having too many choices can often lead to customer confusion or they may fear making the wrong choice. In either case, they may abandon your sales page or your checkout altogether.

Here's how to reduce option overwhelm:

* **Consider how you can eliminate unnecessary choices or options.** This can be by combining offers or offering some things as bonuses with a purchase. Not everything has to be its own offer.
* **Provide a default or suggested option that makes it easy for them to choose.** For example, use a "most popular" badge on pricing tiers to encourage easy decision-making. Use the Kajabi Pop-Up Checkout with easy payment options. Adding unnecessary pages or making checkout difficult can slow their checkout and reduce conversions.
* **Offer value-added bonuses.** Along with your irresistible product or service offer, consider offering added value with bonuses, potentially for a limited time or a limited quantity. A value-add encourages visitors to purchase or upgrade to a higher tier.

**Examples of value-added bonuses include:**

*A free or discounted download or digital product*
*A live private or group coaching call*
*A physical gift sent in the mail*
*Access to a private community*

[Learn how to set a limit on your available bonus offers](../../sales/offers/how-to-set-an-offer-quantity-limit).

<Tip>
  **Tip:**
  Consider duplicating your sales page and adapting the content based on the traffic source. For example, a sales page for social media promotions versus a sales page used for your appearances, like speaking at conferences or as a guest on podcasts, may have different messaging or promotional offers.
</Tip>

<img alt="Sales page example" />

## Step 3: Choose a sales page template or start designing from scratch

You can find free Kajabi Sales Page templates to get you started by:

* Navigate to your Kajabi Dashboard
* Select **Website** from the left-hand menu
* Select **Landing Pages**
* Click the **New Landing Page** button

Alternatively, you have the option of purchasing an Expert-designed Kajabi Sales Page Template from the [Templates Store](https://templates.kajabi.com/).

<Tip>
  **Tip:**
  If you get stuck on the design, consider hiring a Kajabi Expert from the [Experts Marketplace](http://experts.kajabi.com). Experts can help you create professionally designed sales pages as well as provide best practices to potentially increase sales conversions.
</Tip>

**Things you may want to avoid on your sales page:**

* Difficult to read fonts or small font sizes
* Unnatural stock photography
* Colors that are too bright or too muted, making it difficult to read or view
* Too many offers or unclear offers
* The ability for visitors to click a link or button that navigates them away from your page

<Tip>
  **Tip:**
  Simplify your website and sales page to reduce friction. If your end goal is to get them to purchase your product or service, don't send them to a free download, subscribe to your newsletter, follow you on social media, or read a blog post. Make their path clear and straightforward.
</Tip>

<img alt="Sales page design" />

## Step 4: Test, test, and test again

Before you promote your sales page, here is a checklist to ensure everything is working correctly:

* Review your page on both desktop and mobile to ensure legibility and navigability
* Click all buttons and links on both desktop and mobile to ensure they are working correctly
* Check all copy spelling and grammar using a tool like [Grammarly](https://www.grammarly.com/)
* Create a coupon giving you 100% off the purchase price to test your checkout, ensuring you receive your purchase confirmations
* Review your page URL and SEO settings under **Page Details** so that your page displays correctly when shared

## Get started

If you're just getting started, don't get caught in the weeds with your design. Remember, done is better than perfect. Put something out into the world, gain data and feedback, and iterate as needed.

## About the author

Afton is a Digital Strategist and has over a decade of hands-on experience with some of the biggest thought leaders online. Her gifts in design and strategy have helped her clients and students to grow profitable and influential businesses online. She believes everyone has something amazing to teach the world and is capable of becoming a thought leader in their own right - and she would love to show you how. You can learn more about Hero Afton Negrea on her website, [https://www.aftonnegrea.com/](https://www.aftonnegrea.com/).

<img alt="Afton Negrea Headshot" />

This content was provided by Kajabi Expert Afton Negrea and is offered for informational and educational purposes only and not as expert advice. If you would like further information on this topic or to work with Afton Negrea, please contact them via their profile in the Kajabi Experts Directory at [https://experts.kajabi.com/aftonnegrea](https://experts.kajabi.com/aftonnegrea).


# Strategies to engage and motivate affiliates
Source: https://help.kajabi.com/articles/resources/business-guides/strategies-to-engage-and-motivate-your-affiliates

Build a strong affiliate community that enhances performance and drives business success.

## Overview

Affiliate marketing is a powerful and often overlooked strategy for expanding reach and driving sales. However, an affiliate program's true potential hinges on your affiliates' engagement and motivation. Only when affiliates feel valued, equipped, and supported will they effectively promote your products and achieve meaningful results.

Essential strategies can elevate your affiliate program by engaging and motivating affiliates effectively. A strong community enhances affiliate performance and drives business success.

## Know your people

To effectively engage and motivate your affiliates, it's crucial to understand who they are and what motivates them. Here are two key areas to focus on:

### Consider affiliate avatars

Begin by collecting data on your affiliates and creating profiles, or avatars. This will help you spot patterns and preferences, allowing you to segment them into relevant groups. Some affiliate programs consist mainly of existing customers, while others involve strategic partnerships with businesses in similar fields. By understanding each avatar's unique goals, you can effectively tailor your approach to meet their specific needs.

**Affiliate avatar example: The passionate promoter**

* **Name:** Emily, The Enthusiastic Educator
* **Background:** Emily is a content creator and online coach specializing in personal development. She's a long-time user of your product, having built her own business with it.
* **Goals:** Emily wants to earn additional income by promoting tools she genuinely believes in, while continuing to provide value to her audience. She also sees affiliate marketing as a way to deepen her expertise and credibility in her niche.
* **Preferred marketing channels:** Email newsletters, Instagram stories, and live webinars.
* **Challenges:** Emily struggles to find the time to create promotional materials and often needs ideas for how to showcase products in an authentic way.
* **How to engage & motivate:** Provide Emily with pre-designed templates, social media assets, and a clear affiliate toolkit. Offer regular webinars or Q\&A sessions for affiliates to build community and provide insights.

### Tailor your engagement strategies

Once you have a clear picture of your affiliates, customize your communication and support accordingly. For strategic partners, provide co-marketing opportunities and collaborative content highlighting mutual benefits. For existing customers, offer personalized promotions and resources that encourage them to share their experiences. By aligning your strategies with the specific interests and motivations of each group, you'll foster stronger connections and drive better results.

## Communicate effectively

Effective communication is key to keeping your affiliates engaged and informed. Here's how to enhance your communication strategy:

### Set up communication channels

Establish clear and accessible communication channels, such as an email newsletter or even a community. This will allow you to share important updates, new product launches, and promotional opportunities in real time. Make it easy for affiliates to reach out with questions or feedback, fostering an open dialogue that encourages collaboration.

<img alt="Affiliate Strategies" />

### Importance of transparency

Regularly updating your affiliates about program changes, performance metrics, and upcoming initiatives helps build trust and loyalty. Transparency creates a sense of partnership, making affiliates feel valued and informed. Consider sharing performance reports that highlight not only their individual contributions but also the overall success of the affiliate program. This insight can motivate affiliates to improve their efforts and engage more actively with your business.

## Develop incentives

Creating effective incentives is crucial for motivating your affiliates and encouraging them to perform at their best. Here's how to structure your incentive program:

### Types of incentives

Consider a mix of monetary and non-monetary incentives to appeal to different affiliate motivations. Monetary incentives might include tiered commission structures, where affiliates earn higher percentages as they reach specific sales milestones. Non-monetary incentives could involve exclusive products, recognition in newsletters, or participation in special events. Offering a variety of incentives ensures that there's something for everyone, catering to diverse preferences.

<img alt="Cash Bonus for Affiliates Kajabi" />

### Examples of successful incentive programs

Look to successful companies for inspiration on effective incentive strategies.

For example, some brands **run contests** that reward top performers with cash bonuses or gift vouchers, creating excitement and competition. Others may **implement loyalty programs** that reward affiliates for long-term engagement and consistent performance. By showcasing real-world examples, you can illustrate how well-designed incentive programs can increase motivation and better results for your affiliate network.

## Equip affiliates

Providing your affiliates with the right tools and resources is essential for their success. Here's how to ensure they're well-equipped:

### Provide tools and resources

Supply affiliates with high-quality marketing materials, such as banners, product images, and ready-to-use copy for email and socials. This makes it easier for them to promote your products effectively. Additionally, consider creating an affiliate resource hub where they can access these materials anytime. The easier you make it for affiliates to find and use resources, the more likely they are to engage actively with your brand.

### Deliver education and support

Investing in your affiliates' education is a great way to boost their performance. Offer training sessions, webinars, and guides that cover best practices, marketing strategies, and product information. By providing ongoing support and education, you empower your affiliates to become more knowledgeable and effective marketers, ultimately benefiting your affiliate program as a whole.

## Measure and adapt

Regularly assessing your affiliate program is key to its ongoing success. Here's how to implement an effective measurement strategy:

### Key performance indicators to track

Identify and track key performance indicators (KPIs) such as:

* Conversion rates
* Sales volume
* Traffic generated by affiliates

These metrics provide valuable insights into which affiliates are performing well and which may need additional support.

### How to adjust strategies based on data

Use the data collected to make informed decisions about your affiliate program. If certain affiliates are underperforming, reach out to offer assistance or additional resources. Conversely, you can recognize and reward high-performing affiliates with enhanced incentives. By continually analyzing performance and adjusting your strategies, you can optimize your affiliate program for maximum impact.

## Build a thriving affiliate network

Motivating and engaging your affiliates is key to a successful program. By understanding your audience, offering effective incentives, equipping affiliates, fostering community, and tracking performance, you'll build a thriving network. Implement these strategies to boost both affiliate and business success.


# Master the 5 stages of a Kajabi sales funnel
Source: https://help.kajabi.com/articles/resources/business-guides/the-5-key-stages-of-a-successful-kajabi-sales-funnel-and-how-to-master-each-one

Optimize the five essential stages of an effective sales funnel for maximum conversions.

## Overview

Building an effective sales funnel is essential for thriving in the competitive world of online business. A sales funnel is much more than a series of steps; it's a strategic path designed to engage potential customers, nurture their interest, and guide them toward a purchase decision. Here are the five key stages of a successful Kajabi sales funnel with insights on mastering each one.

## Stage 1: Raising awareness about your brand and offerings

The first step in any sales funnel is creating awareness about your brand and offerings. This stage involves capturing the attention of potential customers who may not yet know they need your product. Think of this as planting the seeds of interest.

<img alt="Sales funnels with Kajabi" />

### Mastering awareness

* **Content marketing:** Leverage [newsletter](../../products/newsletters/how-to-launch-a-successful-newsletter-subscription)/blog posts, videos, and social media to deliver valuable content that resonates with your target audience.
* **SEO optimization:** Ensure that your content is [keyword-optimized](/articles/resources/business-guides/get-started-with-seo) to improve visibility in search engine results.
* **Engaging designs:** Create visually appealing content that stands out and grabs the attention of potential customers.

## Stage 2: Sparking genuine interest

Once you have caught the attention of your audience, the next step is to spark genuine interest. At this stage, it's crucial to provide more detailed information about what you're offering.

### Mastering interest

* **Email campaigns:** Use targeted email sequences to nurture leads and provide them with additional information and resources.
* **Personalization:** Utilize data to tailor your messaging and offers to address specific needs and preferences of different audience segments.
* **Webinars and live demos:** Consider hosting interactive sessions where potential customers can see your product in action and ask questions.

## Stage 3: Highlighting the unique benefits and value of your offers

In the decision stage, prospects are weighing their options and considering whether your offering meets their needs. It's time to highlight the unique benefits and value of your product.

<img alt="Decision stage" />

### Mastering decision

* **Detailed sales pages:** Use Kajabi's robust tools to create [comprehensive sales pages](/articles/resources/business-guides/how-to-create-a-profitable-kajabi-sales-page) that clearly articulate the value proposition and features of your product.
* **Case studies and testimonials:** Provide social proof through customer success stories that demonstrate the real-world benefits of your product.
* **Risk reversal offers:** Offer money-back guarantees or free trials to alleviate potential buyers' concerns and overcome objections.

## Stage 4: Ensuring the purchase process is seamless and intuitive

The action stage is where prospective customers are compelled to make the decision to purchase. At this point, clarity and ease of transaction should be your primary focus.

### Mastering action

* **Clear calls-to-action (CTAs):** Use strong, compelling CTAs throughout your sales pages to encourage users to make a purchase.
* **Streamlined checkout process:** Ensure the purchasing process is seamless and intuitive to prevent cart abandonment.
* **Limited time offers:** Create urgency with time-sensitive promotions to motivate buyers to act quickly.

<img alt="Sales funnels with Kajabi" />

## Stage 5: Retaining customers and turning them into advocates for your brand

It's important to remember that the journey doesn't end with a sale. Retaining customers and turning them into advocates for your brand is essential for long-term success.

### Mastering retention and advocacy

* **Follow-up:** Use Kajabi's automation tools to send follow-up emails that nurture and engage customers post-purchase.
* **Soliciting feedback and reviews:** Actively seek feedback to improve your offerings and encourage satisfied customers to share their experiences.
* **Loyalty programs:** Introduce rewards or discounts for repeat purchases to increase customer loyalty.

## Drive sustained growth with a strong funnel

Creating a successful Kajabi sales funnel requires understanding the nuances of each stage and applying strategies to effectively guide potential customers through their journey. By mastering these five key stages, you'll be well-equipped to convert clicks into committed, enthusiastic buyers, ensuring sustained growth and profitability for your business.


# Understand the psychology of selling
Source: https://help.kajabi.com/articles/resources/business-guides/understanding-the-psychology-of-selling

Create sales pages that connect with the audience on a psychological level and drive conversions.

## Overview

The truth is, there is no single answer or strategy for effective sales, but when you understand the psychology of selling, you will be better equipped to develop more effective sales pages. Designing a sales page is more than the colors, fonts, and images that you use; it's about deeply resonating with your potential customers and allowing your sales page to speak to them when you can't be there in person.

## The value is in the why

Although it may seem that the more you offer, the more valuable your product or service may be, overwhelming your customers with inclusions could deter them from purchasing. Rather than focusing on the "what" (e.g. the number of lessons, downloads, or hours of work ahead), instead focus on the "why". Remember: *they buy because of their why.*

Here are some psychological reasons why people buy:

* **Pain:** This could include physical discomfort or mental discomfort. Consider how you can address and resolve a pain point that they're experiencing.
* **Profit:** This could be a monetary profit or even a non-monetary result or a revelation that can help them in their life or business.
* **Popularity:** As we know from influencers, many people will purchase based on social influence. This could also be with the help of influencers, affiliates, media exposure, or by use of social proof.

## Consider attention spans

You're not only competing with your competitors for the attention of your customers, but you're also competing with every other source of distraction online including social media, streaming services, and apps that your customers are using. It's crucial to take advantage of every second you have their attention.

In her book, "Attention Span", psychologist [Gloria Mark](https://gloriamark.com/attention-span/) wrote that the first attention span study in 2004 showed an average attention span for screens was two and a half minutes. Another study from 2012 found it was as low as 75 seconds. The most recent study shows it's only 47 seconds.

***If you only had 47 seconds to tell someone about what you're selling, what would you say?***

What would be the most important points you'd want them to understand? And how would you guide them to purchase? The next time you speak with an existing or potential customer, pay attention to what piques their interest. What questions are they asking? What easy-to-understand terms can you use to illustrate your value?

## Create a digestible sales page

If you've ever used a visitor recording tool like [Hotjar](https://www.hotjar.com/) or reviewed Google Analytics to understand the average time a visitor spends on your page, you may have noticed that people scan a page very quickly and leave. People are skiing quickly through your website, often noticing only the large things like headlines, images, bullet points, and pricing.

When [designing your sales page](/articles/resources/business-guides/how-to-create-a-profitable-kajabi-sales-page), it's important to draw focus and attention to the things that you want them to notice most, including the value you'll bring to their life or business.

**Things you'll want them to focus on include:**

* *Compelling headlines*
* *Their deeply resonating "why"*
* *Visuals that provide context or convey a feeling*
* *Your offer and value-added bonuses*

Additionally, making your website scrollable on both desktop and mobile devices is key to a great user experience and potentially higher conversions. [Google reports](https://www.thinkwithgoogle.com/marketing-strategies/app-and-mobile/mobile-web-traffic-statistics/) that an average of 50% of traffic to a website is from mobile devices. If your sales page is too long, making it difficult to scroll on mobile devices, your visitors could miss important information or simply lose interest and leave.

## Connect with the audience to convert

Creating an effective sales page is about much more than design aesthetics; it's about connecting with your audience on a psychological level. By focusing on the "why" behind their purchase decisions and addressing their core needs—whether it's alleviating pain, generating profit, or gaining popularity—you can create a more meaningful connection. At the same time, understanding the limitations of attention spans in our digital age means you must communicate your value swiftly and clearly. By ensuring your sales page is digestible, mobile-friendly, and strategically focused on the key elements that matter most to your audience, you'll be well on your way to converting visitors into loyal customers.

## About the author

Afton is a Digital Strategist and has over a decade of hands-on experience with some of the biggest thought leaders online. Her gifts in design and strategy have helped her clients and students to grow profitable and influential businesses online. She believes everyone has something amazing to teach the world and is capable of becoming a thought leader in their own right - and she would love to show you how. You can learn more about Hero Afton Negrea on her website, [https://www.aftonnegrea.com/](https://www.aftonnegrea.com/).

<img alt="Afton Negrea Headshot" />

This content was provided by Kajabi Expert Afton Negrea and is offered for informational and educational purposes only and not as expert advice. If you would like further information on this topic or to work with Afton Negrea, please contact them via their profile in the Kajabi Experts Directory at [https://experts.kajabi.com/aftonnegrea](https://experts.kajabi.com/aftonnegrea).


# Value-driven branding to build trust and engagement
Source: https://help.kajabi.com/articles/resources/business-guides/value-driven-branding-connect-with-your-audience-to-build-trust-and-boost-engagement

Build authentic connections with the audience through value-driven branding that prioritizes purpose over aesthetics.

## Overview

<div>
  <iframe />
</div>

In today's world, compelling branding matters more than ever. It's not just about having a cool logo or an edgy color scheme; it's about building a real connection with your audience. When you connect authentically, you earn their trust and loyalty. Here, we will explore how to think about branding differently, emphasizing a value-driven approach that prioritizes audience connection over superficial elements.

## What is branding?

While the aesthetic elements of branding are essential, these choices remain subjective and are just one piece of a much larger puzzle. A common mistake in branding is failing to communicate value. The words you choose matter; they should express the deeper purpose behind your brand. Good branding requires creating a clear identity that resonates with your audience. It goes beyond visuals to convey your message effectively. Your brand should connect you and your experience with the problems your customers face.

When asked about branding and ways to optimize it within Kajabi, we often point people to [Donald Miller's book, Building a StoryBrand](https://www.amazon.com/Building-StoryBrand-Clarify-Message-Customers/dp/0718033329). Miller stresses that before you talk about your product, you need to identify and connect with the problem your customer is facing. We particularly resonate with this takeaway: focus on your clients and their needs before you start selling.

<img alt="Branding Kajabi Help Center" />

## Connect authentically with the audience

So, how do you authentically connect with your audience? First, recognize why they are coming to you in the first place. Typically, they are grappling with a problem that requires a solution. Yet, many businesses tend to start with the solution rather than addressing the underlying problem. This approach can lead to disengagement and missed opportunities.

Value-driven branding centers on understanding your customers' challenges and aspirations.

It's crucial to ask yourself:

* *What difficulties do my customers face?*
* *What problems are they experiencing?*

Addressing these challenges directly will demonstrate empathy and significantly strengthen your relationship with your audience.

Tapping into your own lived experiences can enhance this connection even further.

### Emotional connections often lead to deeper engagement and loyalty

Customers who feel a genuine connection with you or your brand are likelier to choose you over competitors who may not resonate with them as deeply.

Consider *your* journey as a business owner or creator. What is your "why"? What motivated you to start your business? Sharing this motivation with your audience is essential; it forms the core of your brand narrative. Perhaps you were inspired by a harrowing experience, such as a challenging job, a divorce, or a profound loss. Or maybe you have years of experience in a misunderstood industry and want to share your insights with others. Whatever your story, your "why" will resonate emotionally with your customers, leading to deeper engagement and loyalty.

## Optimize the above-the-fold section

One of the most critical aspects of your branding is the Above-the-Fold section of your website. This is prime real estate; visitors should quickly grasp what you do and how you solve their problems without scrolling. Your copy must be concise and engaging in a world where information is consumed in rapid bursts.

<img alt="Above the fold" />

The copy in your Above-the-Fold section should include the following:

* **Focused messaging:** Highlight key points that differentiate your brand while addressing your audience's needs. Avoid expert jargon, which may overwhelm new visitors and drive them away.
* **The "who," "why," and "how":** Define your customer, the problem they are experiencing, and how you solve it. Demonstrate an understanding of their aspirations, challenges, and desires.
* **A hook:** The goal of your Above-the-Fold content is not necessarily to make a sale right away but to entice visitors to keep scrolling. Use a compelling call-to-action (CTA) that encourages them to learn more about your offerings and guides them further into your site.

### Remember, the above-the-fold section often gives visitors a first impression of your brand. Make it count.

## Maintain consistency in messaging

<img alt="Consistency is always key to be successful in sales" />

Once you've established your brand identity and story, it's vital to maintain consistency in your messaging across all platforms. This consistency builds recognition and reinforces trust. Ensure your tone, voice, and visuals align across your website, social media, and marketing materials.

Consider creating a physical brand style guide outlining your messaging strategy, including tone, key messages, and visual guidelines. This document can be a valuable resource for anyone creating content for your brand, ensuring that your messaging remains cohesive.

## Build lasting audience connections

Creating an effective brand is more than design aesthetics; it's about authentically connecting with your audience. You can build trust and boost engagement by focusing on your customers' problems, understanding their needs, sharing your purpose, and consistently communicating your value.

Embrace this holistic approach to branding, and watch as it transforms your relationship with your audience. This transformation can lead to long-term success for your brand, creating a loyal customer base that believes in your mission and values.

Successful brands prioritize genuine connections and offer value in an increasingly crowded marketplace. Take the time to understand your audience, craft your story, and communicate your brand's purpose. By doing so, you'll stand out from the competition and foster a community of loyal customers who resonate with your vision.


# Create custom campaign links
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/creating-custom-campaign-links-as-a-kajabi-partner

Use any URL as a trackable Kajabi Partner link with custom campaign links.

**Custom campaign links** drive traffic to any content you've created on your own website or any content Kajabi has published, from blog posts to webinars. You receive credit for any referrals who click your link and sign up for Kajabi within a 30-day period.

## How do custom campaign links work?

Kajabi Partner Links (including custom campaign links) place a 30-day tracking cookie on the link clicker's browser. This means that when someone clicks on your Partner link and signs up for Kajabi within 30 days of clicking the link, you will receive credit for the referral. Once the referral becomes a paying Hero, they are considered an "active referral." As a Kajabi Partner, you will begin earning commissions for your Active Referrals.

## Create a custom campaign link

### Navigate to the Kajabi Partner Dashboard

1. From the Kajabi Dashboard, click your account icon in the top right corner.
2. Select **Partner Program** to open the Kajabi Partner Dashboard.
   * If you do not have a Kajabi account, log in [here](https://kajabi.com/partnerprogram)
3. In your Partner Dashboard, navigate to **Campaigns** in the left side bar.
4. Click the **Create a campaign** button.
5. Locate the **Custom Campaign** card.
6. Click **Create Campaign**.

### Create the custom campaign link

To create a custom campaign link:

* Give it a title. A great title to use for a Custom Campaign would be the URL's Page Name. For example, if you were to generate a Custom Campaign from a blog post URL, use the title of the blog post.
* Copy and paste the URL you'd like to use for your Custom Campaign.
* Next, title the link you're generating for your Custom Campaign. You can re-use this campaign's title, or if you plan on promoting the link in different places or channels, we suggest adding the channel's name to the link's title. That way, you can create additional links for each channel under this campaign and see which channel is converting best.

<img alt="Creating custom campaign links" />

Once you've completed the Custom Campaign Link form, Kajabi will take the URL you inputted and generate a URL that has your 30-day tracking cookie attached for you to go out and share.

A custom campaign link might look like this:

```
https://app.kajabi.com/r/abcD3FGHi/t/jklmnopq
```

<Note>
  **Note:**
  Although your custom campaign link may be formatted to look similar to the link above, it will still direct your visitors to the URL you input. Test your custom campaign link by copying and pasting it into your browser to confirm that it leads to the correct page.
</Note>


# FTC guidelines
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/ftc-guidelines

Understand FTC disclosure requirements for Kajabi Partners and endorsers.

Kajabi welcomes recommendations and endorsements from Heroes. **FTC disclosure rules** apply when you participate in this kind of marketing as a Kajabi Partner or paid endorser, and you must follow them to stay compliant.

## What is the FTC?

The Federal Trade Commission, or FTC, is an independent agency of the United States government whose mission is to protect consumers from anticompetitive, misleading, deceptive, and unfair business practices.

The FTC wants to make sure that consumers are able to differentiate between ad content and organic content. This has become an increasing focus of the FTC especially given the rise of the use of endorsements in social media marketing. Over the past few years, the FTC has expressed growing concern over the lack of transparency in endorsements and partner content. According to the FTC, the increased use of endorsements in social media has led to widespread and pervasive deceptive advertising.

According to the FTC's rules, paid influencers, endorsers, and partners must disclose the nature of their relationships with the brands within their content. Your audience needs to understand whether what they're seeing is an ad or a genuine endorsement, with no monetary gain in it for you. When you are paid or receive free or discounted products or services from Kajabi (for example as a paid partner or endorser) these rules apply to you, and even if you're not from the United States, they may still apply.

Violating the FTC's rules can result in penalties, fines, and even legal fees. Unfortunately, just claiming that you didn't know the rules or you had no intent to violate the rules, is not an argument to avoid these penalties.

## Key requirements

Reading and understanding the FTC's guidelines can be complicated, which is why we've provided a summary of the key requirements you must meet as a Kajabi partner or paid endorser.

<Note>
  **Note:**
  This summary is based on our understanding of the FTC rules and is not legal advice. Contact your legal counsel if you have questions or concerns.
</Note>

* Disclosure language must be placed **before** your link in any and all placements, regardless of the format of the content. It's best practice to place your disclosure above your links at the beginning of your content or as close to the links as possible. Disclosure language must not be avoidable or hard to miss.
* Disclosures need to be **clear and apparent** to the reader. In other words, you shouldn't have to search or click on a link in order to see it. For example, although placing your disclosure in your website footer meets the requirement of having one, it may be hard to find and thus will not meet the requirement of being displayed clearly and conspicuously.
* If you include your endorsement and/or link in any social media posts, **you must include the FTC disclosure**. You can use hashtags to disclose your relationship like #KajabiPartner or #Ad.
* If you are reposting a video, you must make sure the subsequent videos also include the required disclosures.
* If using video, the disclosure should be present in **both audio and written form**, and not just in the text description.
* Disclosures should **always** be added, even in cases where space is limited.
* Disclosures should be in the **same language** as the endorsement.
* If posting from outside the United States, U.S. law applies if it's reasonably foreseeable that the post will affect U.S. consumers. Foreign laws might also apply, please consult counsel in your local jurisdiction.

## FTC disclosure examples

If you're not sure what to put as your disclosure, here are some examples you can use:

* "I partner with Kajabi and may receive a commission if you sign up through my link."
* "This post contains affiliate links."
* "Paid partnership with Kajabi."

Here are a few "Do's" and "Don'ts" from the FTC:

* Do clearly disclose when you have a financial or family relationship with a brand.
* Do ensure your sponsorship is hard to miss.
* Do treat sponsored tags, including tags in pictures, like any other endorsement.
* On image-only platforms like Snapchat, do superimpose disclosures over the images.
* Don't assume followers know about all your brand relationships.
* Don't assume disclosure built into social media platforms is sufficient.
* Don't use ambiguous disclosures like "Thanks," #collab, #sp, #spon, #affiliate or #ambassador.
* Don't rely on disclosures that people will see only when they click "more".

When in doubt, visit the following links or reach out to the FTC directly:

* [FTC Endorsement Guidelines](https://www.ecfr.gov/cgi-bin/text-idx?SID=701066299822530421fece37367c91d3\&mc=true\&node=pt16.1.255\&rgn=div5)
* [The FTC's Endorsement Guides: What People Are Asking](https://www.ftc.gov/business-guidance/resources/ftcs-endorsement-guides-what-people-are-asking#social)
* [Disclosures 101 for Social Media Influencers](https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers)
* [FTC Online Advertising Disclosure Guidelines](https://www.ftc.gov/sites/default/files/attachments/press-releases/ftc-staff-revises-online-advertising-disclosure-guidelines/130312dotcomdisclosures.pdf)


# Tips for Kajabi Partners
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/helpful-tips-for-kajabi-partners

Discover effective strategies for promoting Kajabi and earning referral commissions.

Whether you're recommending Kajabi to your audience or embedding it into client work, these tips help you promote with purpose and earn commission while doing it.

## Tips for referring someone to Kajabi

### Easy ways to share

* [Host an interactive Q\&A](../../products/community/host-live-rooms-and-events-in-your-community) focused on building or scaling an online business with Kajabi. Top-performing partners use live demos or screen shares to visually showcase Kajabi in action—helping their audience quickly understand the power of the platform. For best results, highlight just one or two key features to keep the message clear and avoid overwhelming your viewers.
* **Add Kajabi to your "Tools I Use"** or "Resources" page and include a short description of how it helps your business run.
* [Share your Partner link](./how-to-create-share-partner-campaign-links) as part of the tools and resources you recommend.
* **Add your partner link** to the [Premier sidebar of your Course Products](/articles/products/courses/how-to-customize-your-course-product-with-premier).
* **Include your partner link** in the signature line of your emails with a call-to-action like "Curious how I run my business? Kajabi is the platform I use."
* **Talk** with clients, friends, or peers who are ready to take the leap into digital business and recommend Kajabi one-on-one.
* **Repost Kajabi's social media posts.** Get your community excited about the platform:
  * [Facebook](https://www.facebook.com/kajabi)
  * [Twitter](https://www.twitter.com/kajabi)
  * [Instagram](https://www.instagram.com/kajabi)

Head to your Partner Dashboard to grab your unique referral link and start sharing today:

[Take me to my Partner Dashboard](https://app.kajabi.com/admin/kajabi_partner_dashboard)

## Social media

Social media is where visibility meets authenticity—and that's where your Kajabi story shines.

Here are a few modern social strategies that work well for affiliates and service providers alike:

* **Create a Mini-Series or Content Pillar.** Build a repeatable series—like "Business Tools I Love" or "How to Launch a Digital Product"—and mention Kajabi naturally throughout. Use Reels, carousels, or short videos to walk through features and link out with a CTA.
* **Go Behind-the-Scenes:** People love seeing what platforms others actually use. Give a tour of your Kajabi setup or share a "day in the life" of building a site or launching a course.
* **Pin It & Highlight It:** Pin a Kajabi-focused post to the top of your feed or create a permanent "Kajabi" highlight on Instagram. Use this space to answer FAQs and show how people can get started.
* **Livestream or Host AMAs:** Answer common creator questions live and use it as an opportunity to mention Kajabi and how you support clients or your audience through it.

<Tip>
  **Tip:**
  Make your referral link accessible in your:

  * Instagram Link in Bio (e.g. Linktree, Kajabi landing page)
  * YouTube video descriptions
  * LinkedIn profile link
  * TikTok bio
</Tip>

Ready to start sharing? Head over to your Partner Dashboard to grab your partner link:

[Take me to my Partner Dashboard](https://app.kajabi.com/admin/kajabi_partner_dashboard)

## Email marketing

If you're already leveraging email marketing in your business, then you're just a few clicks away from increasing your referral income.

### Email strategies to get started

* **Mention Kajabi casually in newsletters** where you talk about how you run your business, launch products, or manage clients. Sprinkle in mentions of the ways Kajabi helps you.
* **Build an evergreen email funnel** around "How to Start a Digital Business" and position Kajabi as the platform to do it with. Offer exclusive bonuses—like a free resource, private training, or onboarding guide—for subscribers who sign up through your link.
* **Use automations** to send your Kajabi link after someone downloads a freebie, attends a webinar, or expresses interest in building an online business.

### Add referral links to email touchpoints

Add your Kajabi referral link to:

* Email footers and signature lines
* Launch sequences and nurturing campaigns
* Welcome sequences for new members

Start sharing now—get your referral link from the [Partner Dashboard](https://app.kajabi.com/admin/kajabi_partner_dashboard)

[Don't have an email list? Learn how to build one here.](../../marketing/email-campaigns/how-to-subscribe-contacts-to-an-email-sequence)


# Access managed sites in the Partner Dashboard
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-access-managed-sites-in-your-partner-dashboard

View and manage all Kajabi sites where you are a collaborator from the Partner Dashboard.

The **Managed Sites** section gives you a centralized view of all the Kajabi sites you actively manage as a service provider. Whether you support clients with web design, development, marketing, or platform setup, this section helps you stay organized and quickly access your clients' sites.

## Access managed sites

1. From your Kajabi Dashboard, click your account icon in the top right corner.
2. Select **Partner Program** to open your Kajabi Partner Dashboard.
3. Select **Sites** from the navigation side menu.
4. Here, you'll be defaulted into the **Managed Sites** tab.
5. This is where all sites will be listed where you've been added as a **Collaborator.**

<img alt="Managed Partner Sites" />

This section is updated automatically as you gain or lose access to client sites.

## What you'll find in managed sites

The **Managed Sites** section is designed to streamline how you view and access client projects within Kajabi. Here's what you'll find:

* **Site Name**: The name of each Kajabi site you're managing.
* **Site Owner**: The client who owns the site.
* **Role**: Your assigned role (Collaborator).
* **Status**:
  * **Active**: 90 days remaining
  * **Pending**
  * **Deactivated**
  * **Archived**
* **Log In**: Use this button to instantly log into your client's site.
* **Request access or build site**: Use this button to request access to a client's site.
* You can filter your list of client sites via Active, Pending, Deactivated & Archived.

## FAQs

### How do I get a site to show up in this section?

You must be added as an Administrator on the client's Kajabi site. Click the **Request access** or **build site** button. Input the email address associated with your client's Kajabi account and personalize the message.

### Can I remove a site from this list?

If you no longer manage a site, you can use the "..." to remove access. Once removed, it will no longer appear here.


# Become a Kajabi Partner
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-become-a-kajabi-partner

Apply for the Kajabi Partner Program and start earning commissions by referring Heroes.

The Kajabi Partner Program lets you earn commissions by referring Heroes to Kajabi. Share proven marketing campaigns with your audience, and get paid when they sign up and stay.

[Learn more about the commission structure](./partner-program-overview).

## Application

If you are an existing Kajabi Hero (you have an active Hero account): Apply to be a Kajabi Partner directly from your account:

1. Open your **User Menu** by clicking the account icon located in the top right corner of your Kajabi Dashboard.
2. Select **Partner Program.**
3. Complete and submit the application.

<Note>
  **Note:**
  Read the [Kajabi Partner Program Agreement](https://kajabi.com/policies/partner-program-terms) for full program terms. Applications are accepted only from Kajabi Heroes with an active account.
</Note>

## Partner dashboard

After signing up for the Partner Program, you'll be sent to your Partner Dashboard:

<img alt="Partner Dashboard" />

In your Partner Dashboard, you can review the Partner Leaderboard, view your Partner Status, create Partner Campaigns to share with your audience, and track your referrals and payouts.

[Learn more about your Partner Dashboard](./how-to-view-your-partner-dashboard)

## Partner payouts

When signups occur, there is a 60-day hold starting on the date of the referral's payment. Then, once the 60 days have passed, the commission is paid out on the next 25th of the month (or the next business day if the 25th falls on a weekend or holiday).


# Create a development site in the Partner Dashboard
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-create-a-development-site-in-your-partner-dashboard

Build, test, and showcase client work using development sites in the Partner Dashboard.

**Development sites** give Kajabi Partners a free space to experiment with features, build templates, and demo potential client solutions, all without affecting a live site. Sites remain in development until transferred to the Hero who will own them.

Use development sites to:

* **Build Client Prototypes**: Create mockups or templates to share with leads.
* **Test New Features**: Try out platform updates before using them on client sites.
* **Develop Efficient Workflows**: Build and refine your internal processes.

<Note>
  **Note:**
  You will not be able to collect contacts or emails, access the branded app, analytics, or creator studio, or sell products from a development site. You will also not be able to access certain settings.
</Note>

## Access development sites

1. Log in to your Kajabi Partner account.
2. Select **Sites** from the navigation side menu.
3. Click **Development** to view your Development sites.
4. Click **Create** to create a development site.

## Key details

* **Free Access**: Development Sites are free for Partners and do not expire.
* **No Selling**: These sites are for demo and development purposes only—selling products or collecting payments is not allowed.
* **Status**:
  * In Development: Currently building a site
  * Pending: Sites that are waiting for the client to accept the site transfer. Once transferred, the site cannot be returned again.
  * Transferred: Sites that have been successfully transferred to a client.
* **Edit**: Use this button to instantly log into your development site. You will know it's in development by a blue banner at the top.
* **Request access or build site**: Use this button to build a site.
* You can filter your list of client sites via In Development, Pending & Transferred.
* You can also search by development site title as well.

## FAQs

### Can I upgrade a Development Site to a full Kajabi plan?

As a Kajabi Partner/Agency, you can transfer ownership to:

* Clients who do not have a Kajabi account, however, they will have to create an account before they can accept the site transfer
* Clients with a Kajabi account, but they will need to be within their plan limits

When a site transfer is initiated by a Kajabi Partner, the future owner of the site (aka your client) will receive an email with instructions to accept the transfer.

### Can I use these sites to run my own business or sell products?

No, Development Sites are strictly for demo and development purposes. Selling products is not permitted on those sites. Development sites can be/are built to be sold and transferred to clients.


# Create a referral signup email
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-create-a-referral-signup-email

Send an automated welcome email to people who sign up for Kajabi using your Kajabi Partner referral link.

The **Referral Sign up Email** is automatically sent to someone who creates a new Kajabi account using your Partner referral link. Use it to welcome your new Kajabi referral and deliver any promised bonuses, such as a downloadable file, Offer access, or a webinar link. This email is sent on your behalf and is separate from any emails you send to your own customers or contacts.

Add a personalized welcome message and a link to your bonus content. The system sends the email automatically on your behalf.

## Create a referral signup email

Welcome and deliver your promised bonuses to your Kajabi referrals by creating your referral signup email.

### Navigate to the Partner Dashboard

1. Open your User Menu by clicking the account icon located in the top right corner of your Kajabi Dashboard.
   * If you do not have a Kajabi account, log in [here](https://kajabi.com/partnerprogram).
2. Select **Partner Program**.

<img alt="Partner program menu" />

### Create the referral signup email

1. Navigate to **Campaigns** from the left sidebar
2. Select a Campaign to edit or [create a new Campaign](./how-to-create-share-partner-campaign-links).
3. Locate **Sign up Emails** towards the top of the page under the Campaign title
4. Click **New Sign up Email**.
5. Select your **Campaign Link** to connect your signup email to a specific [campaign](./how-to-create-share-partner-campaign-links).
6. Enter your email **Subject** line.
7. Enter your message into the **Body** of your email.
8. Enter **CTA text** and **CTA link** if you would like a button to be included:

<img alt="Sign up email form" />

<img alt="Sign up email preview" />

After creating your Referral Signup Email, referrals from your campaign will receive your signup email automatically.

## Delete a referral signup email

1. Open your **Partner Dashboard**.
2. Navigate to **Campaigns** from the left sidebar
3. Select the **Campaign** with the email you wish to edit
4. Locate **Referral Sign up Emails** towards the top of the page under the Campaign title
5. Click the (…) next to the **email** you wish to remove.
6. Click **Delete email.**
7. Confirm the permanent deletion.


# Create and share Partner Campaign links
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-create-share-partner-campaign-links

Generate campaign links, personalize referral funnels, and track campaign performance from the Partner Dashboard.

**Partner Campaigns** drive traffic to gain and track active referrals in your Partner Dashboard. This article covers how to create campaign links, personalize your campaigns, and track campaign performance.

## Partner Campaigns

The Campaigns tab in the Partner Dashboard provides a clear and organized way to track your performance as a Kajabi Partner.

At the top, it highlights key metrics that summarize your overall progress, including total clicks, trial sign-ups, active referrals, and total earnings. These give you a quick snapshot of how your promotional efforts are performing.

Beneath that, there's a searchable and sortable list of all your individual campaigns. Each campaign is displayed with:

* **Campaign title & preview image** – making it easy to identify at a glance.
* **Performance columns** – showing clicks, trials, activations, and earnings per campaign.
* **Links count** – indicating how many links are associated with each campaign.
* **Status badge** – marking whether a campaign is currently active or not.

You also have the option to filter campaigns by status (Active, Closed, or All), and there's a button to create a new campaign whenever you're ready to launch something new.

This layout makes it easy to manage multiple campaigns and quickly understand what's working and where improvement is needed.

## Create Partner Campaigns

To start sharing your Partner link for a specific campaign:

1. Open the Partner Dashboard and click **Campaigns** from the left sidebar.
2. Choose a Campaign that fits your audience best and click **Create Campaign** (Partners always have access to an extended 30-day trial).
3. Title your Campaign and click **Save**
4. Create a **bonus sign-up email**
5. Click **Copy Link** to grab your unique tracking URL.
6. Share your link in content, emails, or onboarding docs!

<div>
  <iframe />
</div>

<Note>
  **Note:**
  A campaign is subject to close or change at any time at the discretion of the Kajabi team.
</Note>

<Tip>
  **Tip:**
  Use campaign-specific links to track where your referrals are coming from.
</Tip>

## Personalize Partner Program campaigns

The **Personalization Funnel** lets you customize your referral campaigns to highlight your story, achievements, and expertise. This builds trust with your audience and helps increase conversion rates and sign-ups.

<Note>
  **Note:**
  We reserve the right to remove anything deemed offensive or discriminatory per our [Acceptable Use Policy](https://legal.kajabi.com/policies/aup) and [Partner Program Agreement](https://legal.kajabi.com/policies/partner-program-terms).
</Note>

## Access the Personalization Funnel

1. Log in to your **Partner Program site**.
2. In the left-hand navigation menu, click **Campaigns**.
3. Select the **Personalization Funnel** tab.
4. Toggle ON **Enable Personalization Funnel.**
5. Begin uploading and creating content that highlights you in your referral funnel:

<div>
  <iframe />
</div>

## Customizable pages

### Landing page

A top banner will be displayed at the top of your landing page, which can be customized.

On the landing page, you can:

* Upload a profile image or avatar
* Add your name
* Include your title
* Add a testimonial or quote.

### Checkout page

The right side section on the checkout page can be designed for your personalized content, such as:

* Up to three **Success Tips** (bullet points) can be added.
* All landing page personalization options are also available:

All fields are mandatory before saving. This ensures a complete, polished experience for your audience.

Currently, you may customize two campaigns:

* **Free 30-Day Trial**
* **Kajabi Homepage**

## What your audience will see

Your personalized content will appear:

* At the top of your landing page banner
* In the right section of the checkout page

This creates a cohesive, branded experience for your referrals.

## Campaign stats

When you click into a campaign, for example, "Kajabi Homepage", you will be taken to a detailed view that breaks down the performance of each individual campaign link associated with it.

At the top, you'll see the same summary-style metrics as the main dashboard, specific to that campaign:

* Total Clicks
* Trialing Referrals
* Active Referrals
* Lifetime Earnings

This gives you a glance at how well that campaign is doing overall.

<img alt="Campaign Stats Overview" />

Below that, there's a breakdown of all the custom links created under this campaign. Each row includes:

* **Link Title:** what you named the link (e.g., "Facebook group" or "Instagram post").
* **Clicks:** how many times that specific link has been clicked.
* **Trials:** how many trial sign-ups it generated.
* **Activated:** the number of users who became active referrals.
* **Link Icon:** for quickly accessing or copying the URL.
* **(⋯):** an option to edit the title of a link.

<img alt="Campaign Links Breakdown" />

You can export the data of a specific campaign by clicking on **Export** in the top right corner:

<img alt="Export Campaign Data" />


# Track Partner referrals
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-track-your-partner-referrals

View all referred creators and their current status from the Partner Referral page.

The **Partner Referral** page shows all the creators you have referred to Kajabi and their current status. Use this page to track your referrals and monitor their progress from trial to active status.

## Access the Partner Referral page

The Partner Referral page is the best place for you to view your referred creators and check their current status.

To navigate to the Partner Referral page:

1. From the Kajabi Dashboard, click your **account icon** in the top right corner.
2. Select **Partner Program** to open your Kajabi Partner Dashboard.
   * If you do not have a Kajabi account, login [here](https://kajabi.com/partnerprogram)
3. In the Partner Dashboard, click **See Referrals** to view your referrals and their statuses:

<img alt="Partner Referrals" />

## Referral page

On the Referral page, you can view all your referrals along with their current status:

* **Trialing** – The referral is currently in their Kajabi trial period.
* **Active** – The referral has completed their trial and is now an active Kajabi user.
* **Cancelled** – The referral has cancelled their Kajabi subscription and is no longer active.

You can also customize your view on the Referral page by applying filters.

Available filter options include:

* Referral Signup Date
* Campaign
* Earnings
* GMV Tier
* Current Plan
* Products Created

<img alt="Referral Filters" />

## View referral details

To view more information about a specific referral:

1. Search for a specific referral by name using the search bar, or select the referral from the **Referral** page.
2. Click the **More Actions** button (**…**) next to their name.

You'll be able to see the following details:

* **Name** – The referral's full name.
* **Referral Date** – The date they signed up through your referral link.
* **Campaign** – The specific campaign they came from, if applicable.
* **Earnings** – The total amount you've earned from this referral.
* **Creator Earnings** – The referral's GMV (Gross Merchandise Value).
* **Current Plan** – The Kajabi subscription plan that the referral is currently on.
* **Status** – The referral's current status: *Trialing*, *Active*, or *Cancelled*:

<img alt="Referral Details" />

## Refer someone

To refer someone to Kajabi right from the Partner Referral Page:

1. Click the **Refer Someone** button.
2. A pop-up menu will appear with everything you need to share your referral link.

In the pop-up, you can:

* Select the **Campaign** you want to use.
* View the **unique link** associated with that campaign.
* Easily **copy** the referral link to share with others:

<img alt="Refer Someone" />


# View the Partner Dashboard
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/how-to-view-your-partner-dashboard

Track referrals, view earnings, manage campaigns, and monitor partner tier status from the Partner Dashboard.

The **Partner Dashboard** is your central hub for managing your Partner Program activities. Here you can track referrals, view earnings, manage campaigns, and monitor your partner tier status.

## Access the Partner Dashboard

* Open your **User Menu** by clicking the account name located in the top right corner of your Kajabi Dashboard.
  * If you do not have a Kajabi account, log in at [kajabi.com/partnerprogram](https://kajabi.com/partnerprogram).
* Select **Partner Program**.

<Note>
  **Note:**
  The Partner site has a refreshed look. For any questions about the previous version, contact [partners@kajabi.com](mailto:partners@kajabi.com).
</Note>

## Partner Tier

The first card welcoming you to your Partner Dashboard, next to the Leaderboard, will indicate your Partner Tier within the commission structure.

This card will display your current **Partner Tier** and how many more users you need to refer until you reach your next tier. You will also see your cliff date:

<img alt="Partner Tier Card" />

<Note>
  **Note:**
  A cliff is the inactivity threshold for partners. You must have at least 1 referral within a rolling 12 months of the cliff date to remain eligible for payouts.
</Note>

## Referral stats

<img alt="Referral Stats" />

* **Total Clicks:** The number of visits that have been generated through your partner link.
* **Trialing Referrals:** Any user who is currently trialing and is NOT paying for their Kajabi subscription.
* **Active Referrals:** Any user who has completed their trial and is paying for their Kajabi subscription.
* **Churned Referrals:** Any user who has cancelled their Kajabi subscription and no longer has an active account.

Learn more about your [Referrals](/articles/resources/kajabi-partner-program/how-to-track-your-partner-referrals).

## Earnings

<img alt="Your Earnings" />

* **This month so far** – The sum of your earnings for \[current month] that are yet to be finalized. Earnings are paid out 2 months in arrears.
* **Last month** – The sum of your earnings from \[month] that are yet to be finalized. Earnings are paid out 2 months in arrears.
* **Next payout** – Your next payout will be on \[Month] 25th for transactions from \[Month]. Payouts are paid 2 months in arrears. See terms for more details.
* **Lifetime earnings** - The total amount of earnings you have been paid out by Kajabi.

Learn more about [Payouts](/articles/resources/kajabi-partner-program/partner-payout-report-partner-transaction-report).

## Most recent campaigns

<img alt="Most Recent Campaigns" />

Drive traffic to Kajabi with **Campaigns** and start gaining active referrals in your Partner Dashboard.

From your dashboard, you can see the data and results of your most recent campaigns. You can quickly grab referral links for your most recent campaigns or grab a general referral link from the top right corner of your Partner Dashboard:

<img alt="Referral Link" />

Each campaign will come with a **Campaign Brief** which will contain:

* Commission breakdown
* Benefits for joining the campaign
* Sample email copy
* Creative assets to use for ads and other promotional pieces
* Kajabi Style Guide

Learn to [create your Campaign Link](/articles/resources/kajabi-partner-program/how-to-create-share-partner-campaign-links) to begin sharing with the world.

<Note>
  **Note:**
  A campaign is subject to close or change at any time at the discretion of the Kajabi team.
</Note>


# Kajabi Partner Program FAQs
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/kajabi-partner-program-faq

Find answers to common questions about partner tiers, commissions, payouts, and account eligibility.

Tier rules, commission rates, payout timing, and eligibility for the Kajabi Partner Program are explained below. For full program terms, see the [Partner Program Agreement](https://kajabi.com/policies/partner-program-terms).

## General

### What is a Kajabi Partner?

As a Kajabi Partner, you refer clients to Kajabi and provide them with the tools they need for their online business.

The Kajabi Partner Program offers a scalable commission structure based on your impact and engagement. As your referrals grow, so does your earning potential.

### Do I need to be a Kajabi customer to become a partner?

Yes. At this time, the partner program application is only open to Kajabi Heroes.

### What if I believe I've been incorrectly deactivated or underpaid?

Please contact [partners@kajabi.com](mailto:partners@kajabi.com). We'll review your account and help resolve any issues.

## Tiers & commissions

### What are the different partner tiers?

Partners can earn increasing commissions as they move up tiers based on the number of active referrals. [See the tier breakdown here](/articles/resources/kajabi-partner-program/partner-program-overview).

### How is my tier determined?

Your tier is based on how many active referrals you have. An active referral is a Hero who:

* Completed their trial
* Has an active, paid subscription
* Is not on a parked plan or experiencing payment issues

### Do tiers change automatically?

Yes. Your tier will automatically update as referrals activate or churn. When it's time for payouts, we look at the tier you were in *during the month the transaction occurred*, not your current tier. For example, payouts in June are based on your tier from April.

## Inactivity cliff

### What is the "cliff"?

If you go 12 months without generating 1 *new* referral (not reactivation), you'll hit the inactivity cliff.

### What happens when I hit the cliff?

You'll lose eligibility to earn commissions. If you're a grandfathered partner, you'll also lose your 30% legacy commission rate and move into the tiered structure.

### Can I reactivate my partner status after hitting the cliff?

Yes. To reactivate, you must refer a *new* Hero—someone who has never been referred to Kajabi before. This does not include Heroes who were previously referred and later reactivated, or who moved from a parked to an active subscription. Once reactivated, your tier will be based on your current count of active referrals.

## Grandfathered partners

### What happens if I cancel my Kajabi subscription but still want to be a partner?

You'll need to email [partners@kajabi.com](mailto:partners@kajabi.com) to switch to the standalone partner program.

<Note>
  **Note:**
  You will no longer receive the 30% grandfathered commission, and this change is not retroactive. You won't receive 30% on past or future transactions once the switch is made, even if they occurred while you were still eligible.
</Note>

## Payouts

### When are payouts made?

Payouts are reviewed between the 19th–23rd of each month and are typically issued by the 25th. They cover transactions from roughly 60 days prior.

For example, you'll receive your April payout around April 25th for transactions that occurred in February.

### What do partners earn commission on?

Only on active base plan subscriptions. Add-ons, Kajabi Payments, or Feature Limit Increases (FLIs) are excluded. Parked is not considered an *active* base plan and, therefore excluded from payouts.

### What if my tier changes before a payout?

You'll be paid based on the tier you were in during the referral month, not the payout month.

If your active referral count drops halfway through the month, we will default to the higher tier for that month to ensure you're paid fairly.

### What happens if I referred someone in the past who reactivated their subscription?

You won't be reactivated unless you refer someone *new*. Renewals of old referrals don't count for reactivation or cliff extensions.

### What if my PayPal email is incorrect?

You'll need to correct this ASAP. If we can't pay you within 90 days, your payout will be forfeited to prevent long-term liability.

Learn how to [update your PayPal email here](/articles/resources/kajabi-partner-program/updating-your-partner-paypal-email).

### My referral forgot to use my Partner link when they signed up, how do I get credit for them?

You can advise them to send an email to [partners@kajabi.com](mailto:partners@kajabi.com) requesting that you receive credit for their account. The Partner team will then be able to look into manually associating them with your account.

### Does my commission change if my referral upgrades their Kajabi Subscription from monthly to annual?

Your commission rate stays the same. It's still your tier's percentage (10%, 15%, or 20%), applied to each subscription payment your referral makes. Switching between monthly and annual only changes how often that commission is paid out:

* **Annual plan:** When your referral pays for an annual plan, you receive your tier's percentage of that single payment, paid out once per year.
* **Monthly plan:** When your referral pays monthly, you receive your tier's percentage of each monthly payment, paid out each month.

You do not receive the full annual subscription amount. You receive your tier's percentage of it.

If you're a Starter Partner earning a bounty (rather than recurring commission), the bounty equals 100% of the referral's first month of subscription payment. For an annual referral, the bounty equals one month of that annual plan's value, not the full annual amount.

### Will Kajabi send me tax forms for my Partner payouts?

No, Kajabi does not provide tax forms for your Partner payouts. Since Kajabi uses PayPal to send Partner payouts, questions regarding tax forms should be directed to PayPal.

Visit [PayPal's Help Center](https://www.paypal.com/us/smarthelp/home) for more information.

### Will Kajabi send me receipts or invoices for Partner Payments?

No, Kajabi does not send receipts or invoices for Partner payouts. Depending on your account settings in PayPal, you may receive emails or notifications when you receive payments from Kajabi. Visit [PayPal's Help Center](https://www.paypal.com/us/smarthelp/home) for more information.

## Bounty vs. commission

### What is a "bounty"?

A bounty is a one-time payment for a qualifying new referral when the partner is in the Starter tier and not yet earning ongoing commissions. The bounty equals **100% of the referral's first month of subscription payment**. If the referral is on an annual plan, the bounty equals one month of that annual plan's value, not the full annual subscription amount.

### Can I earn a bounty *and* commission on the same referral?

No. Once a bounty or commission has been paid for a referral, that referral is no longer eligible for another payout type.


# Partner Payout Report and Partner Transaction Report
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/partner-payout-report-partner-transaction-report

Track monthly earnings and understand payout statuses using the Partner Payout and Transaction Reports.

The **Partner Payout Report** and **Partner Transaction Report** give you complete transparency into your Partner earnings. Use them to review monthly payout summaries and drill down into the details of individual transactions.

## Payout Report overview

There are 2 reports related to your Partner payout information:

1. **Payout Report:** Provides a summary of monthly earnings, including payout dates and the status of each month's earnings.
2. **Transaction Report:** Offers a detailed view of all successful transactions for a specific month.

These reports are designed to help you track your progress, understand the status of each payout, and build confidence in the payout process.

## Access the Payout Reports

1. Log in to your Kajabi Partner account.
2. If you do not have a Kajabi account, log in [here](https://kajabi.com/partnerprogram)
3. Select **Payouts** from the main navigation menu.

Within the Payouts section, you'll find:

* The **Payout Report** with summary tiles and a monthly summary table.
* By clicking into a specific month you will see the **Transaction Report**.

Each report is designed for ease-of-use, with tooltips providing additional context for each statistic (e.g., "Next Payout" explains that payouts are issued on the 25th of each month for transactions from two months prior).

## Payout Report

The Partner Payout Report summarizes your monthly earnings and payout statuses in an easy-to-read format.

<Note>
  **Note:**
  The Payouts tab only shows reports from February 2025 onward.
</Note>

<img alt="Payout Report" />

### What it shows

The summary tiles include:

* **Next payout** – Your next payout will be on \[Month] 25th for transactions from \[Month]. Payouts are paid 2 months in arrears. See terms for more details.
* **This month so far** – The sum of your earnings for \[current month] that are yet to be finalized. Earnings are paid out 2 months in arrears.
* **Last month** – The sum of your earnings from \[month] that are yet to be finalized. Earnings are paid out 2 months in arrears.
* **Lifetime earnings** – The total amount of earnings you have been paid out for by Kajabi.

Each month's summary includes:

* **Transaction Month:** The month during which the transactions occurred.
* **Payout Date:** The scheduled date when payouts are processed (typically the 25th of the month).
* **Total Transactions:** The number of qualifying transactions for that month.
* **Tier & Commission:** Your current tier and the total commission earned.
* **Status:** The payout status for the month.

### Status definitions

The status of each month's earnings can be one of the following:

* **Pending:** Transactions are still in the mandatory waiting period and have not finalized.
* **Holding Period:** Your Partner tier is locked, but the transaction waiting period hasn't yet elapsed.
* **Pending Payout:** The waiting period has cleared, and the payout is finalized but awaiting processing.
* **Paid:** The payout has been successfully processed and sent.

## Transaction Report

### What it shows

For each transaction in a selected month, the report displays:

* **Referral Name:** The name of the person who made the purchase.
* **Transaction Date:** When the transaction occurred.
* **Subscription Cost:** The cost of the referral's subscription.
* **Commission %:** Your commission percentage.
  * Note that the commission percent is tied to your partner tier for the month that the transaction occurred.
* **Commission Amount:** The dollar amount earned for that transaction.
* **Status:** The current status of the transaction, which may be:
  * **Pending:** The transaction is still within the mandatory waiting period.
  * **Approved:** The waiting period has passed and the commission is confirmed.
  * **Refunded:** The referral has received a full or partial refund.

<Note>
  **Note:**
  The report only includes successful, paid transactions from referrals who were active during that month. It does not display parked transactions or purchase amounts of Add-ons or Feature Limit Increases.
</Note>


# Partner Program overview
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/partner-program-overview

Explore commission tiers, partner types, and program benefits available through the Kajabi Partner Program.

The **Kajabi Partner Program** gives content creators, freelancers, and agencies the tools and support to grow their businesses through referrals and commissions. Whether you're recommending Kajabi through your content or building client sites directly, you can customize how you share Kajabi based on your audience, services, or business goals.

<Note>
  **Note:** Looking to connect with vetted third-party Kajabi service providers to help you with your Kajabi site, email campaigns, and more? Check out [Kajabi Experts](https://contra.com/kajabi?view=people).
</Note>

## What kind of partner are you?

Kajabi supports two types of partners: **Affiliates** and **Agencies/Freelancers**. Here's how they differ:

### Affiliates

Affiliates share Kajabi with their audiences through content, courses, or social channels. This is a great fit if you're a creator, educator, or influencer who wants to generate passive income by recommending a tool you believe in.

#### **Best for:**

* YouTubers, podcasters, and bloggers
* Coaches, educators, and course creators
* Influencers with engaged digital communities

#### **How you earn:**

* Share Kajabi using your referral link
* Earn recurring commissions when someone you refer becomes a paying Kajabi Hero

#### **What you get:**

* Partner Dashboard to track referrals and commissions
* Promo assets and branded Kajabi campaigns
* Ongoing commission as long as you and your referral remain active

### Service Providers - Agencies and Freelancers

Agencies and freelancers work hands-on with clients to build, launch, and grow their Kajabi sites. This track is ideal if you offer services like web development, digital marketing, funnel strategy, or business coaching.

**Best for:**

* Web developers, funnel builders, brand strategists
* Consultants, instructional designers, and SEO specialists
* Agencies managing multiple Kajabi clients

**How you earn:**

* Refer clients to Kajabi using your unique link
* Earn recurring commissions as clients stay active
* Offer your own paid services (e.g. site builds, coaching, marketing)

**What you get:**

* Partner Dashboard to manage projects and track commissions
* Developer accounts to build and hand off client sites

## Partner commission

The Kajabi Partner Program offers a scalable commission structure based on your impact and engagement. As your referrals grow, so does your earning potential.

### Commission tiers

| Tier                    | # of Active Referred Heroes | Earnings type                | Commission rate                                            | Applies to                    |
| ----------------------- | --------------------------- | ---------------------------- | ---------------------------------------------------------- | ----------------------------- |
| **Starter Partner**     | 1-4                         | One-time bounty per referral | 100% of the referral's first month of subscription payment | Each new active referred Hero |
| **Builder Partner**     | 5-24                        | Recurring commission         | 10% of each subscription payment                           | All active referred Heroes    |
| **Accelerator Partner** | 25-49                       | Recurring commission         | 15% of each subscription payment                           | All active referred Heroes    |
| **Premium Partner**     | 50+                         | Recurring commission         | 20% of each subscription payment                           | All active referred Heroes    |

<Note>
  **Note:** The Starter Partner bounty equals 100% of the referral's first month of subscription payment. For referrals on an annual plan, the bounty equals one month of that annual plan's value, not 100% of the full annual subscription. Once a referral has earned a bounty or commission, that referral is not eligible for the other payout type.
</Note>

#### Bounty payments (Starter tier)

If you're in the Starter Partner tier, you earn a **one-time bounty payment** for each referral who becomes an active Kajabi Hero. The bounty equals 100% of the referral's first month of subscription payment. If the referral is on an annual plan, the bounty equals one month of that annual plan's value, not the full annual amount.

For full program terms, see the [Partner Program Agreement](https://kajabi.com/policies/partner-program-terms).

#### Recurring commission (Builder tier and beyond)

Once you reach the Builder tier and beyond, you'll earn a **percentage of every subscription payment** your referred Hero makes, at the rate listed in the table above, for as long as the referral and your partner account remain active.

## Key Partner Benefits

The Kajabi Partner Program is designed to help you thrive. As a partner, you'll have access to exclusive tools, resources, and opportunities tailored to your unique business model.

* Recurring commission on every active referral
* Partner Dashboard to manage referrals, earnings, and client projects
* Developer accounts to build and transfer Kajabi sites seamlessly
* Ready-to-use marketing campaigns and branded assets to make promotion easy
* Ongoing support and recognition from Kajabi as a key player in the ecosystem

## Join the Partner Program

Whether you're sharing Kajabi with your audience or building digital businesses for clients, the Kajabi Partner Program is designed to help you grow and earn.

Sign up today to get access to your Partner Dashboard, marketing tools, and everything you need to start referring, managing, and earning.

[**Apply to become a Kajabi Partner**](https://app.kajabi.com/admin/kajabi_partner_signup)


# Partner Terms and Services FAQs
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/updated-partner-terms-services-faqs

Find answers to common questions about how the Partner Program Terms and Services affect you and your business.

The **Kajabi Partner Program Terms and Services** outline rules for commissions, advertising, and account status. Below are answers to common questions about how these terms affect you and your business.

## FAQs

### What will happen to my existing commissions under this agreement?

You'll still receive the commission through PayPal after the 60-day hold.

### Is all paid advertising now off-limits to me as a partner?

No, you can still run paid ads under the agreement. But there are restrictions: You can't link directly to any Kajabi-owned site. You also can't run ads that include your direct partner link or use any Kajabi keywords.

Here's an example of a paid media campaign you could run: Sending paid traffic to your own page titled "How to choose the right online course platform for you" and including your Kajabi partner link inside that page.

### So if I have a blog with my Partner link on it, can I still run ads to it?

Yes, as long as you're not using Kajabi in the keywords and the page you're running ads to is your own.

### If I cancel my own Kajabi account, can I still get commissions as a Partner? What happens if I cancel and reactivate?

No, you must maintain an active Kajabi account to make referrals and get commissions as a partner. If you cancel your account, you forfeit any further commissions. If you re-activate later, you'll be starting from scratch as a Partner.

### What happens if one of my active referrals cancels their account and then signs up again later?

It depends on how they sign up. If your referral cancels and reactivates their existing account, you will get a commission. However, if your referral cancels and signs up with a new account you will not get the commission. To receive the commission for a referral that cancels and signs up with a new account, your referral will need to sign up with one of your Partner links again.

### What happens if one of my active referrals is past due on their Kajabi subscription payments?

If there is a delay in a referral's Kajabi subscription payment, there will also be a delay in the Partner commission.

### What are the specific "Kajabi Keywords" that I cannot use in an ad campaign?

You cannot use the word Kajabi when bidding for keywords. For example: "Kajabi courses" would not be allowed but "online course builder" would be.


# Update the Partner PayPal email
Source: https://help.kajabi.com/articles/resources/kajabi-partner-program/updating-your-partner-paypal-email

Change the PayPal email associated with Partner payouts to receive commissions at a different PayPal account.

Partner commissions are received through the PayPal email associated with your Kajabi account. You can update this email at any time to receive payouts to a different PayPal account.

<Note>
  **Note:**
  Updating the PayPal email is only available to the account owner. [Learn more about Account User Roles and Permissions](/articles/account-settings/users/account-users#admin-roles).
</Note>

## Change the PayPal email

1. Open the **Settings** tab from the Dashboard.
2. Scroll down to the **Account settings** section.
3. Click **Account Details**.
4. Locate the **PayPal email**.
5. Enter your preferred PayPal email address.
6. Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Use the Template Store and upload a template
Source: https://help.kajabi.com/articles/resources/kajabi-templates/how-to-use-kajabis-template-store-upload-your-template

Browse the Template Store for professionally designed templates and upload them to your Kajabi site.

## Overview

The Template Store helps you get a jumpstart with your business by providing beautiful, functional, and ready-to-launch templates tailored to your needs.

<div>
  <iframe />
</div>

## Template Store

The templates available in the Template Store are created and designed by Kajabi Experts to give you beautiful designs to engage your site visitors and customers. Every template in the Template Store is vetted and approved by Kajabi to ensure compatibility and safety on your site.

Every template comes with an accompanying PDF with the resources needed and the template vendor's contact information for your convenience.

## Navigate the Template Store

To access the Template Store:

1. Open **Store** from your Kajabi Dashboard.
2. Select **Custom Templates**.
3. Browse the Template Store to find the template that best fits your vision:

<div>
  <iframe />
</div>

## Upload a template

After purchasing your template, upload it to your site:

1. Click the link in your "Downloads is Ready" email.
2. Click **download now** once the page opens.
3. Go to your "Downloads" folder.
4. Double-click the zip file to enter your download. This will populate another folder.
5. Click into that folder to find the zip file you will upload into the customize section of your product on Kajabi:

<div>
  <iframe />
</div>


# Template customer FAQs
Source: https://help.kajabi.com/articles/resources/kajabi-templates/template-customer-faqs

Frequently asked questions about purchasing and using templates from the Template Store.

## Overview

Have questions about the Template Store? Here are answers to frequently asked questions if you are purchasing a template.

## FAQs

### How do I upload my template?

<div>
  <iframe />
</div>

[Learn to navigate the Template Store and upload your template](./how-to-use-kajabis-template-store-upload-your-template).

### Do I need to know how to code to install a template?

No, you do not need to know any coding. Simply upload the .zip file and make any edits as you would on a normal Kajabi page or product.

### How will I get the template to upload to my Kajabi site?

When you purchase the template, you will be emailed with instructions on how to download the template.

### How many templates can I purchase for my Kajabi site?

You can purchase as many templates as you wish to accomplish the look and feel of your desired Kajabi landing page, website, or product.

### Who do I contact if I need support on my template?

You can message the template developer from whom you purchased the template for additional support:

<img alt="Screenshot_2023-12-05_at_3_53_26 PM_png.png" />

### Will there be additional template categories released in the future?

Yes, as the Template Store continues to build its offerings, additional categories, such as funnels, bundles, and more, will be available.

### What if the template I purchased has a bug or needs updating?

You can message the template developer from whom you purchased the template for additional support.

### Can I get a refund on a website template I purchased?

No. Due to the digital nature of website templates, **all sales are final**. Once the template files have been delivered, refunds, exchanges, or cancellations cannot be offered.


# Template developer FAQs
Source: https://help.kajabi.com/articles/resources/kajabi-templates/template-developer-faqs

Frequently asked questions about providing templates to the Template Store.

## Overview

Have questions about providing templates to the Template Store? Here are answers to frequently asked questions to help you get started.

## FAQs

### What is the benefit of selling on the Kajabi Template Store?

Selling on the Kajabi Template Store:

* Gets you more visibility
* Puts more eyes on your designs and business
* Places you in front of an ideal audience

### What is the take rate of the Template Store?

The take rate is 10% + transaction fees on each template sale.

### What type of templates can I sell in the store?

You can submit:

* Landing page
* Website theme
* Product theme

### What are the requirements for the templates?

The requirements for templates can be found in [Template tips for template developers](./template-tips-for-template-developers).

### Who is responsible for the customer service of each template?

The template developer is responsible for any bugs or customer service needs that may arise with the purchase of their template.

###


# Create standout Template Store templates
Source: https://help.kajabi.com/articles/resources/kajabi-templates/template-tips-for-template-developers

Apply best practices and meet submission requirements for templates that Heroes love.

## Overview

Providing templates in the Template Store? These tips help you create templates that stand out, meet approval criteria, and deliver real value to the Heroes who use them.

## Understand what Heroes look for

Heroes purchasing templates want a simple solution to their tough design challenges. Many know how they want their brands to look but cannot achieve it with their current level of design skills. This is where you come in.

<Note>
  **Note:**
  As a template provider, you are responsible for answering customer questions and fixing any bugs that may arise.
</Note>

## Template criteria

When a template is submitted, the Approval team looks for the following requirements:

* Template is uploadable
* **Documentation link** - Include documentation within the template upload if your template needs extra instructions
* Ability for video/audio upload
* **Editor buttons** - Undo, redo, save, preview
* Global settings
* Image upload
* Video/audio upload
* Section/block reordering and cloning

<Important>
  **Important:**
  It does not matter where you build the template, whether in the Kajabi Code Editor, a separate text editor, or a builder. However, each template must have updated settings information. See the steps below to update your template settings information.
</Important>

### Update template settings information

1. Open the Code Editor for your template type (e.g., Website, Landing, or Product Page). [Learn to access the Code Editor](../../website/pages/how-to-access-the-code-editor).
2. Open the **Config** folder.
3. Locate the **Theme Name**, **Author information**, **Documentation link**, and **Support URL** to update:

<img alt="template-tips-google-docs.png" />

4. Click **Save** to keep and apply your changes.

If you have additional materials, provide documentation to support the customer during the install of your template.

<Note>
  **Note:**
  Make sure that all images are royalty-free and you have the rights to use them within your template.
</Note>

## Template type requirements

### Website

If you are providing a Website template, ensure that your template includes the following:

* Ability to add website pages
* Page navigation
* Pages that show as System or Draft/Published

### Product

If you are providing a Product template, ensure that your template includes the following:

* Page navigation
* Library navigation
* User settings navigation

## Third-party theme upgrade via zip

<Note>
  **Note:**
  This feature is currently in beta and is being tested by a select group of Heroes. If you have questions or concerns about this feature, reach out to [support@kajabi.com](mailto:support@kajabi.com).
</Note>

This feature allows Heroes who have purchased third-party themes to update their themes with .zip files you provide, without reinstalling or copying over settings via the Code Editor. The following guidelines outline how this feature works:

* Any custom code installed through the [Kajabi Code Editor](../../website/pages/how-to-access-the-code-editor) will not be copied over
* Any custom code installed through the Kajabi Builder will be copied over
* Any settings in .json, such as fonts, style guides, etc. will be copied over
* Any previous changes to sections and blocks will be copied over
* Ensure you upload the same theme file, or your file may be corrupted. For example, upload the same website theme, landing page theme, etc. for updates. Do not mix and match these files.

<Note>
  **Note:**
  If you are currently using the standard theme update process to let customers who purchased your themes update them, you do not need to change your workflow.
</Note>

Follow the naming convention best practices below to enable Heroes who have purchased your theme to update their themes.

### Configure your theme file for update from zip

To trigger the Update from Zip feature, use the guidelines below for two key elements stored in the settings\_schema.json portion of your theme file. The combination of correct "theme\_name" and "theme\_version" triggers the update from zip UI for your customers.

### theme\_name

If you want to trigger an upload from zip UI, do not use the following names in your "theme\_name" in the settings\_schema.json file of the theme.

**Website:**

* Encore
* Premier

**Product:**

* Momentum
* Premier
* Lagunita
* Warren
* Taylor
* Mist
* Classic
* Dive
* Derby
* Primo
* Slate
* Next

**Landing Page:**

* Encore
* Premier

### theme\_version

If you want to trigger an upload from zip UI, use the following naming rules for "theme\_version":

* **Landing Pages** - Text + Your Version Number (do not use version numbers listed below)
* **Web** - Text + Your Version Number (do not use version numbers listed below)
* **Product** - Text + Your Version Number (do not use version numbers listed below)

These are the rules as they relate to "theme\_version" that are used for showing the internal theme update flow. If you want your theme to show the update from zip flow, make sure your theme *does not* satisfy these rules:

**Website:**

* Encore - "0.4.0", "0.4.1", "1.0.0", "1.0.0-gm", "1.0.1", "1.1.0", "1.1.1", "1.1.2","1.1.3", "1.2.0", "1.2.1","1.3.0", "1.3.1","1.3.2","1.3.3", "1.4.0","1.4.2", "1.4.3","1.0.0-GM","1.5.0","1.5.1","1.5.3", "1.5.4", "1.5.5", "1.5.6", "1.6.0", "1.7.0"
* Premier - "6.1.4", "6.2.0"

**Product:**

* Momentum - "6.1.1", "6.1.2", "6.1.3", "6.1.4", "6.2.0", "6.3.0", "6.4.0", "6.5.0", "6.5.1", "6.5.2", "6.6.0", "6.6.1"
* Premier - "7.0.0", "7.1.0", "7.2.0", "7.3.0", "7.4.0", "7.4.1", "7.5.0"

**Landing Page:**

* Premier - "6.1.3", "6.2.0"
* Encore - "1.2.4", "2.0.0", "2.0.1", "2.0.2", "2.0.3", "2.1.0", "2.3.0", "2.3.1", "2.3.2", "2.3.3", "2.4.0", "2.4.2", "2.4.3", "2.5.3", "2.5.5", "2.6.0", "2.7.0"

If your current theme\_versions do not include any text, that is ok. Just make sure that your theme version does not fall within the range of version numbers outlined above.

### Examples of theme\_name and theme\_version combinations

**Example 1 Web: Triggers Update from Zip**

* Theme\_name: Custom Theme
* Version\_number: 2.1.1

Why: The theme\_name does not match an existing canonical

**Example 2 Web: Triggers Update from Zip**

* Theme\_name: Encore
* Version\_number: Custom Name 1.7.0

Why: The theme\_version does not match an expected version number based on theme\_name

**Example 3 Web: Triggers Standard Update Flow**

* Theme\_name: Encore
* Version\_number: 1.7.0

Why: The theme\_version and theme\_name matches an expected version number and theme\_name for this theme type (web).

**Example 4 Web: Triggers Update from Zip**

* Theme\_name: Momentum
* Version\_number: 1.7.0

Why: The theme\_name does not match an expected theme\_name for this theme type. Momentum is an expected Product theme, not a web theme.

### User experience and entry points

If a theme is named correctly using the above naming rules, the following UI will show:

If a theme is not named correctly and includes a Kajabi internal "theme\_name" and a recognized "version\_number", the standard upgrade flow will be shown. Using Kajabi internal "theme name" for theme upgrades is not recommended unless you are only selling presets of existing Kajabi themes without any additional code or enhancements.

<img alt="3p-theme-upgrade-via-zip-google-docs.png" />

The entry points that your customers use to access this feature are the same as before; however, the logic outlined above dictates which of the two update UIs are shown.

**Landing Pages:**

<img alt="3p-theme-upgrade-via-zip-landing.png" />

**Website:**

<img alt="3p-theme-upgrade-via-zip-website.png" />

**Product:**

<img alt="3p-theme-upgrade-via-zip-product.png" />

## Tips to make templates stand out

Create based on the customer's aesthetic:

* Feminine
* Fitness
* Masculine
* Business
* Real Estate
* Memberships

Create specific pages:

* Link in bio pages
* Sales pages for specific sales goals/events
* Community pages
* Coming Soon pages
* Media pages


# Content safety and security
Source: https://help.kajabi.com/articles/resources/resources/can-you-guarantee-my-content-is-safe-and-securely-stored

Understand Kajabi's commitment to protecting and securing your information.

At Kajabi, we take our responsibility to protect and secure your information seriously. See our [Data Protection Addendum](https://assets.website-files.com/5db0d55a083f4b7cd59d2e42/6231593210fd2d9ffe15db07_Kajabi-%20DPA%20March%202022.pdf) to learn more.


# EU GDPR compliance in Kajabi
Source: https://help.kajabi.com/articles/resources/resources/does-kajabi-contain-all-the-necessary-tools-to-be-eu-gdpr-compliant

Understand how Kajabi helps you comply with GDPR and other privacy regulations.

Yes, Kajabi is designed to help you comply with privacy regulations including GDPR.

[Learn how Kajabi helps you with privacy regulations](/articles/marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations).


# Kajabi sales calls and demos
Source: https://help.kajabi.com/articles/resources/resources/does-kajabi-offer-sales-calls-or-demos

Explore available resources to evaluate Kajabi, including the free trial.

## Overview

Kajabi does not currently offer sales calls or demos. However, you can start a free trial to explore the product and its features to determine whether Kajabi is the right fit for you.

## Start a free trial

Head to the [pricing page](https://www.kajabi.com/pricing) and click **Choose Plan** to get started.

## Helpful resources

Kajabi provides resources to help you along the way:

* Attend [live webinars](https://www.kajabi.com/learn#Live-Webinars) and watch [video guides](https://www.kajabi.com/learn#Video-Guides)
* Take courses on [Kajabi University](https://university.mykajabi.com/)
* [Hire a Partner](https://contra.com/kajabi) to build your Kajabi site
* Purchase Kajabi [templates](https://templates.kajabi.com/)


# Access Kajabi University
Source: https://help.kajabi.com/articles/resources/resources/how-to-access-your-kajabi-university

Explore multimedia business and marketing courses hosted by Heroes.

[Kajabi University](https://university.mykajabi.com) provides courses designed to help you build and grow your online business on Kajabi.

Explore free multimedia courses, including [The Course Creator Roadmap](https://university.mykajabi.com/products/how-to-launch-a-profitable-digital-course-in-less-than-30-days) and [The Expert Operating System](https://university.mykajabi.com/offers/6RHtzD8s/checkout), hosted by eight-figure Kajabi Heroes **One Peak Creative** and **Justin Welsh**.

**To access Kajabi University:**

1. From the Dashboard, click your **Account Name** in the top right corner.
2. Select **Kajabi University**.
3. Or, go directly to [https://university.mykajabi.com](https://university.mykajabi.com).
4. Click **Courses** in the top navigation to view the full course library, or **Webinars & Guides** to register for live training events or watch individual video guides on a variety of topics.


# Design logos and graphics with Canva
Source: https://help.kajabi.com/articles/resources/resources/how-to-design-logos-and-graphics-with-canva

Use Canva to create images, logos, and graphics for your Kajabi courses and business.

## Overview

Canva is a great, nearly free tool that allows you to create all the images, logos, and graphics you need for a consistent look across your Kajabi courses and business.

<div>
  <iframe />
</div>

## Create a Canva account

Set up an account at [Canva.com](http://www.canva.com/) using Facebook, Email, or other social media accounts. If you choose not to use your social media account, you will need to wait for and click on a verification email.

1. Once you have created your account you will see this header:

<img alt="Canva Header" />

## Choose a template for a graphic or logo

Choose what type of graphic you are going to create, whether it is a logo for your business or courses, a poster for a live event, or a header for your Facebook account. Canva has templates for every occasion. If you cannot find a template that fits your idea, create a custom dimension by clicking on the box in the upper right corner:

<img alt="Canva Templates" />

## Design a logo

Once you select a logo from the business section of templates, you will see a variety of layouts, elements, and options:

<img alt="Canva Logo Designer" />

## Customize a logo or graphic

1. Select a template and click **UPLOADS** to add your own photos such as a headshot or any other images you may want to include on the logo:

<img alt="Canva Uploads" />

2. Add elements such as grids, charts, and icons by clicking the **ELEMENTS** tab:

<img alt="Canva Elements" />

3. Canva also offers stock images and illustrations that you can buy for \$1 when you search for a term in the search bar:

<img alt="Canva Stock Images" />

4. Once you have experimented with different layouts and elements, added your own text including your brand name, and set the background to your desired color, save and download your logo.

## Download and share a logo

Save your logo by clicking **File** then **Save**. While Canva does auto-save every few minutes, make sure you save your work each time you exit the program or after making changes.

To download your logo:

1. Click **Download** in the top right corner.
2. Select your preferred file format (PNG recommended for logos).
3. Click **Download** to save the file to your computer.

You can then upload your logo to Kajabi for use on your website, courses, and marketing materials.


# Submit a translation request
Source: https://help.kajabi.com/articles/resources/resources/how-to-make-a-translation-request

Request corrections for grammatical errors or inaccurate wording in the Kajabi app.

## Overview

We do our best to catch grammatical errors or inaccurate wording in our app, but we can't catch everything — especially in languages other than English.

Currently, there is no option for you to make changes directly. To submit a formal request to change any particular wording, reach out to our support team.

## Information to provide

Include the following information when you submit your request:

* The URL
* A screenshot of the translation error/request
* The word or phrase you would like changed
* The word or phrase you would like us to use instead

## Requests that are typically approved

* Grammatical errors
* Typos

<Note>
  **Note:**

  Info/warning/error messages still appear in English and cannot be changed at this time.
</Note>


# Submit product feedback and ideas
Source: https://help.kajabi.com/articles/resources/resources/how-to-submit-product-feedback-and-ideas

Use the Kajabi Ideas Portal to share feedback, submit feature requests, and influence the product roadmap.

## Overview

The Kajabi Ideas Portal allows Heroes to submit feature requests, vote on ideas, and track product roadmap updates. Keeping everything in one place helps our teams understand your ideas, prioritize improvements, and communicate updates more effectively. You automatically receive email notifications as updates occur on posts you have created, voted for, or commented on.

## Access the Kajabi Ideas Portal

The Kajabi Ideas Portal can be accessed by visiting **[feedback.kajabi.com](https://feedback.kajabi.com/).**

1. Click the **Log in** button in the upper right corner.
2. Enter your Kajabi credentials.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 01 32 PM" />
</Frame>

3. Once logged in, you will see the product roadmap, which provides a transparent view of where each idea is in the development process.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 03 22 PM" />
</Frame>

## Submit ideas and feedback

The Kajabi Ideas Portal is designed to make sharing ideas and feedback fast and easy.

### Choose which board to submit to

* **Feature Request**: Something you wish Kajabi could do. If there is a capability or tool you wish existed inside Kajabi, add it here. Tell us what outcome you are trying to create.
* **Unclear Design**: Something that exists today but feels confusing, slow, or harder than it should be. Share the exact moment where the workflow breaks, feels clunky, or makes you hesitate. This helps us remove friction and simplify the experience.
* **Lack of Guidance**: Something you are trying to do but feel stuck, unsure, or unclear about. If you are not sure which step to take, how to structure something, or what best practice to follow, tell us. This feeds improvements to coaching, onboarding, and product guidance.
* **Bug Reports**: If you are experiencing a bug that is not critical to your business, share it here. If a bug is blocking you from critical actions (such as your checkout not working), contact us through [support@kajabi.com](mailto:support@kajabi.com) or the conversation widget in your account.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 03 41 PM" />
</Frame>

### Submit an idea

1. Start typing your idea in the **Details** section. If there is already a similar post, other posts will automatically be recommended for you.
2. If you see your idea already listed, **upvote** that post instead.
3. If not, continue creating your post by selecting the **Category** and **Impact on Business**.
4. If you have a current workaround for the requested feature, include it in the **current workaround** field.
5. Click **Submit Idea** once you are satisfied with your request.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 04 30 PM" />
</Frame>

<Note>
  **Note:**

  If your feedback is similar to an existing post, it may be merged to keep related ideas together.
</Note>

## Vote on a post

To support an existing idea by upvoting:

1. Click the **upvote arrow** found to the right of any post to add your vote.
2. Click the same arrow again to remove your vote if you change your mind.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 04 07 PM" />
</Frame>

## Comment on a post

Add comments to share more details, context, or examples to strengthen your feedback.

1. Click into the post you wish to comment on.
2. Enter your comment, then click **SUBMIT** to post your comment.

<Frame>
  <img alt="Screenshot 2026 05 14 At 1 09 04 PM" />
</Frame>


# Kajabi Glossary
Source: https://help.kajabi.com/articles/resources/resources/kajabi-glossary

Explore Kajabi features, terminology, and how they are used within the platform.

## Overview

This glossary covers the different features, Kajabi terminology, and how they are used in Kajabi.

<Tip>
  **Tip:**

  Search for terms by holding **CMD**+**F** on a Mac or **CTRL**+**F** on Windows. Enter the term you are searching for and click **Enter** until you locate it.
</Tip>

## Dashboard terms

**Dashboard** is your home base. This is the screen you see each time you log into your Kajabi account. Read [Navigate the Dashboard](/articles/account-settings/my-kajabi/dashboard-explained) for details.

### Stat cards

**Opt-Ins** are the number of people that have opted into a form over the last 30 days. This indicator allows you to see at a glance how many subscribers have been added to your list.

**Sales** reflect, as a whole, how much money you have made on Kajabi in the past 30 days. Read [Analytics overview](/articles/analytics/analytics-overview) for more details.

**Comments** allow you to see how many comments you have received on all products and on all lessons. Read [Manage Course comments](/articles/products/courses/how-to-manage-course-comments) for details.

**Customers** reflect the number of people who have been granted or have purchased an offer over the past 30 days. Read [Differentiate between customers and contacts](/articles/contacts/manage-your-contacts/what-is-the-difference-between-a-customer-contact-and-a-subscriber) for details.

## Product terms

### Products

**Products** are a digital service that can be delivered online. A product is most commonly a course, a membership, a community, a resource center, or a webinar replay. Read [Create a Product](/articles/products/courses/courses-overview) for details.

**Membership** is a Product where you can add content on a pre-agreed basis where customers pay you a recurring fee in exchange for access to your membership content. Read [Create a Product](/articles/products/courses/courses-overview) for details.

**Community** is where your customers can virtually connect and discuss mediated and unmediated topics. A Kajabi **Community**, like a Facebook group, allows you to add customers to interact with one another. As the administrator, you can build an interactive and engaging space with your customers. Create topics, organize groups of people, and assign access to your Community members. [Learn more about Kajabi Communities](/articles/products/community/build-kajabi-communities).

**Template** is a pre-built template with a product outline already created as a guide. While templates are pre-built, you can edit them in any way you see fit. You can add modules, lessons, and assessments as needed. The template acts as a guide.

Read [Create a Product](/articles/products/courses/courses-overview) for details on different Product Templates, creating your Product, and Memberships and Communities in Kajabi.

**Product Outline** is where you can organize and add content to your Product. Read [View a Product Outline](/articles/products/courses/how-to-view-your-course-outline) for details.

**Module** is a way to break up your content so your customers can easily see the different topics available to them in your Product. Read [Create a Module](/articles/products/courses/course-modules) for details.

**Lesson** is the home for each individual piece of your content. A lesson is where you can add your videos, text, downloadable files, automations, and an image. The lessons are the individual sections within a certain module. Read [Create a Product Lesson](/articles/products/courses/create-a-lesson) for details.

**Quiz** allows you to test your Course customers' learning at any point in your Course using a variety of different question types. Learn more about [Quizzes in Kajabi](/articles/products/courses/course-quizzes).

**Assessment** is a test or a survey that allows you to gather information from your customers before, during, or after the course is complete. Learn more about [Assessments in Kajabi](/articles/contacts/create-manage-and-share-assessments/create-and-customize-assessments).

**Product Preview** is the view of your Product your customers will see. Read [Preview a Product](/articles/products/courses/how-to-preview-your-product) for details.

**Drip** allows you to release modules of content X number of days after your customer has purchased your Offer. When adding in Drip days, add onto the original number. For example, 7, 14, 21 days for dripped modules. Read [Use Drip content to release Product Lessons over time](/articles/products/courses/schedule-and-drip-content-in-courses) for details.

**Lock** is a release option that allows your content to be released after your customer has completed your specified lesson. Read [Lock content from a Course Outline](/articles/products/courses/lock-content-in-your-course-product) for details.

**Draft** is a release feature that allows you to hide your content from your customers as you build the lesson in your Product. Read [Create a Product Lesson](/articles/products/courses/create-a-lesson) for details on lesson states and visibility.

### Offers

**Offer** is the price tag and the vehicle for delivering your Product. This means having the ability to provide your customers with different payment options for services and products you provide. Read [Create an Offer](/articles/sales/offers/create-an-offer) for details.

**Upsell** is a feature to encourage an additional sale. An Upsell presents an additional purchase opportunity after checkout. Upsell pages are built using the same Builder as your site and checkout pages and can be reused across multiple Offers. If they choose to purchase the Upsell Offer, it is processed as a separate transaction from the original Offer purchase. Read [Add and edit an Upsell](/articles/sales/offers/upsells-overview) for details.

**Order Bump** can be used as a way to advertise another offer directly from the checkout page. A customer goes through the checkout sequence and sees a simple option to add another Offer to their checkout right below the payment information. If you wish to include an Order Bump, when writing the description, keep in mind that it should refer to the Offer getting bumped. Read [Add an Order Bump](/articles/sales/checkout/how-to-add-an-order-bump-to-your-offer) for details.

**Single Use Coupon** is a single coupon that can be used for launches or special deals. This is where you can create a code like `BLACKFRIDAY` and every time this code is entered there is a percent off (example: 20% off) discount applied. Read [Create a Coupon](/articles/sales/coupons/how-to-create-a-coupon) for details.

**Bulk Coupon Code** is for when you want to provide a limited amount of coupons with unique links and upload them to a site like Groupon. Read [Generate Coupon Codes in bulk](/articles/sales/coupons/creating-coupon-codes-in-bulk) for details.

**Product Access** allows the customers that purchase your Offer to gain access to the Product(s) included with the Offer on your specified day within the Product Access option. Read [Give access to a Product on a specific date](/articles/sales/offers/how-to-give-access-to-your-product-on-a-specific-date) for details.

**Restrict Access** removes your customer from the Product(s) after your specified number of days. This means your customer no longer has access to the Product(s) of your Offer from their Library. Read [Restrict Product access to a specific number of days](/articles/sales/offers/how-to-restrict-product-access-to-a-specific-amount-of-days) for details.

## Website terms

### Design

**Design** is a section of the Website tab where you can design your Library, Store, Login, Static, Thank You, and Blog Pages along with your Pages containing your Blog Posts and Blog Search bar.

**Template Home** is the homepage that your settings are defaulted to when you create your Kajabi account. When visitors enter your URL in their browser, this is the page that appears if you have not changed your settings in your Site Details. Read [Build a Homepage](/articles/website/pages/how-to-build-your-custom-homepage) for details.

**Navigation** is where you add specific links that you want your visitors to access in the header of your site. The links in this navigation can include links on Kajabi and from other site pages. It can be any link you can copy and paste into your Navigation menu. Keep in mind, most of the time when creating your navigation menu, select **link** as the option. Read [Add a menu to your page header](/articles/website/pages/how-to-add-a-menu-to-your-page-header) for details.

**Manage Templates** allows you to select from a variety of different templates that carry through your Design tab Pages. Read [Customize a Website Template](/articles/website/pages/how-to-upload-a-new-website-template) for details.

### Page Builder

**Pages** allow you to build individual landing pages to direct traffic. Your Pages can be used as opt-in pages, homepages, video players, and more. The various templates allow you to create different pages for different purposes with ease. Read [Create a Page](/articles/website/pages/how-to-add-pages-to-your-website) for details.

**Standalone Pages** are not attached to any marketing funnel flows.

**Funnel Pages** in the Pages tab are folders containing all of the Pages that exist in your funnel(s).

### Blog

**Blog Posts** are articles or videos that make up the content on your blog. Read [Customize a Blog](/articles/website/pages/how-to-design-your-blog-homepage) to edit and customize all of your blog pages and blog post layouts.

## Marketing terms

### Funnels

**Funnels** bring marketing and sales together through the power of Automations. A funnel drives traffic to your opt-in page to capture lead information and send follow-up information to ultimately convert leads into paying customers.

**Legacy Funnels** are used more for the purpose of offer conversion, rather than lead generation and offer conversion.

### Email Campaigns

**Email Broadcast** is one email sent out. This is most commonly used as an announcement or newsletter email. Read about [Email Broadcasts](/articles/marketing/email-campaigns/email-campaigns-overview#email-broadcast) in Kajabi to learn more.

**Email Sequence** is an email or a list of emails that can be sent out after a trigger has been completed on your site. Read about [Email Sequences](/articles/marketing/email-campaigns/email-campaigns-overview#email-sequence) in Kajabi to learn more.

**Email Stat: Bounced** is when an email to a recipient fails, usually due to the recipient's email not existing.

**Email Stat: Clicked** is when your email recipient clicks any of the links included in your email.

**Email Stat: Opened** emails occur when an email campaign has been delivered and viewed by the recipient.

Read [Email Metrics overview](/articles/marketing/email-campaigns/email-metrics-overview) for more details.

### Types of emails

**Marketing Emails** are emails sent to your email list subscribers. These emails include Email Broadcasts, Email Sequences, and Event Emails. If they are not subscribed and have not approved to be sent marketing emails, they will not receive these types of emails. Read the [Email Campaigns overview](/articles/marketing/email-campaigns/email-campaigns-overview) to learn more.

**System Generated Emails** are emails sent regardless of whether or not your users are subscribed to marketing emails, as they alert them that an action has occurred within the app such as a purchase confirmed, Product access granted, and more. Read [Edit the automated emails sent by a site](/articles/account-settings/notifications/edit-automated-email-notifications) for details.

**Event Emails** have the same permissions as Marketing emails. Event emails are sent on a time-specific schedule before, during, and after your event. Read [Create an Event](/articles/marketing/events/how-to-create-an-event) for details.

Read [Understanding the difference between Marketing and Transactional emails](/articles/marketing/email-campaigns/what-are-marketing-and-transactional-emails) for further detail.

### Automations

**"When" Trigger** is the signal that fires off an action when triggered.

**"Then" Trigger** is the action that occurs after the "When" trigger has fired.

**Condition** is an additional "only if" condition in the Automations infrastructure to allow you to filter your automation. For instance, say you want to add a tag to all users who have submitted a specific Form, but only if they answered a specific question on that Form with a specific answer. Read about [Automations](/articles/marketing/automations/automations-overview) in Kajabi to learn more.

### Events

**Events** in Kajabi represent a date and time that can be surrounded by emails and automated actions. People can be registered to an Event by completing a Form, purchasing a Product, and many other Automations. This feature gives you the option to create marketing campaigns based on a time instead of explicitly creating marketing campaigns based on sign-up or purchase dates. Read [Create an Event](/articles/marketing/events/how-to-create-an-event) for details.

### Forms

**Double Opt-In** is a feature for your Forms. The Double Opt-In automatically sends a confirmation email to the address inputted on the Form. This email prompts your subscriber to confirm that they would like to be added to your list and receive your marketing emails. By using a Double Opt-In, you can improve the quality of leads you are receiving. When a lead confirms they want to remain a contact on your list, it shows they are interested in your business and have a higher likelihood of becoming a customer. Making a Double Opt-In a requirement also reduces the chances of your marketing emails being flagged as spam. Read [Set up a Form with a Double Opt-In](/articles/marketing/forms/how-to-set-up-a-form-with-double-opt-in) for details.

## Contacts terms

### All Contacts

**Subscriber** is a contact (name and email) who has signed up to receive marketing emails. This can be done by agreeing to receive marketing emails when purchasing an Offer or by submitting a Form to be subscribed to your list.

**Customers** are anyone who has purchased or has been granted access to an Offer. Customers have a blue checkmark icon on their avatar when scrolling through the All Contacts tab.

**Tags** allow you to separate your list to easily target specific groups of contacts and perform a variety of actions such as setting up Automations with a Tag and sending Emails to specific contacts with your specified Tag(s).

**Lifecycle** shows the amount of time a contact has been added as well as the transactions and interactions that have taken place since the contact joined your list or purchased an Offer.

**Grant Offer** is an option to provide access to a Product and bypass needing payment. Read [Grant an Offer](/articles/sales/offers/how-to-grant-an-offer) for more details. Granting an Offer sends a system-generated email, the Offer Grant Email. Read [Edit the automated emails sent by a site](/articles/account-settings/notifications/edit-automated-email-notifications) for details on editing your system-generated email.

### Assessments

**Assessment** is a test or a survey that allows you to gather information from your customers before, during, or after the course is complete. Read [Assessments in Kajabi](/articles/contacts/create-manage-and-share-assessments/create-and-customize-assessments) for details.

### Affiliates

**Affiliates** consist of people selling/marketing your course on your behalf while receiving a commission from you in the process. This is a scalable way to maximize revenue. Read the [Affiliate overview](/articles/sales/affiliates/affiliates-overview) for details.

## Settings terms

**Payment Integrations** are where you can connect Stripe and/or PayPal to your site. Read [Connect Stripe to Kajabi](/articles/api-integrations/payment-integrations/connect-stripe-to-kajabi) and [Connect PayPal to Kajabi](/articles/api-integrations/payment-integrations/connect-paypal-to-kajabi) for details.

**Email Templates** are system-generated emails that get sent out when something happens within your Kajabi account. Review these templates and make any changes you wish to fit your brand and language. Read [Edit the automated emails sent by a site](/articles/account-settings/notifications/edit-automated-email-notifications) for details.

**Domain** is the address for your website such as `example.com`. Domains can be registered from domain registrars such as GoDaddy or Google Domains and connected to your Kajabi site to replace the default Kajabi subdomain given to you. Learn to [purchase a domain](/articles/website/domains/how-to-purchase-a-domain-name) for more details.

Want to connect your custom domain? Learn to [connect a custom domain](https://help.kajabi.com/hc/en-us/articles/360036668374) to Kajabi.

**Subdomain** is the beginning portion of your website address such as [www.example.com](http://www.example.com) or courses.example.com ("www" and "courses" are the subdomains). Kajabi provides you with a default Kajabi subdomain for your site to help you get started.

**Account Users** come with different permissions depending on their Admin Roles. Read [Add Admin Users for a site](/articles/account-settings/users/account-users) for details.

## Kajabi extras

**Hero**: A [Kajabi Hero](https://pages.kajabi.com/heroes) is a person who is committed to the path of turning their passion into profit and has taken the leap to begin their online business with Kajabi. From the day you sign up, you are on your way to making your first $1,000, then $100,000 and eventually \$1 million, all of which are accomplishments worth celebrating. No matter how big or small, each step is important and potentially life-changing. With Kajabi, you are the hero of your own story.

**Partner**: A Kajabi Partner refers Kajabi to their audience or clients and earns commission on active referrals. Tier-based commission rates and one-time bounty options are described in the [Partner Program overview](/articles/resources/kajabi-partner-program/partner-program-overview). Read [Become a Kajabi Partner](/articles/resources/kajabi-partner-program/how-to-become-a-kajabi-partner) for details on how to apply.


# Kajabi Hero Community (KHC)
Source: https://help.kajabi.com/articles/resources/resources/kajabi-hero-community-khc

Access and interact with the community built for Kajabi Heroes.

## Overview

The **Kajabi Hero Community** exists to empower, educate, and connect Heroes with each other and with Kajabi employees — so you can build and grow with confidence. This is a trusted space for accurate Kajabi info, product updates, best practices, and Hero wins that help others see what's possible.

The community is a positive, supportive, and focused environment where Heroes can connect, learn, and grow together. Community guidelines reflect our core values and goals to ensure the best experience for everyone.

### Key benefits

* A space designed around the Hero journey, not algorithms or outside agendas
* Purposeful channels based on where you are in your business journey and what you are building
* A clutter-free environment that respects your time, energy, and attention
* A community rooted in Kajabi itself, with the same clarity and care we put into the product
* A faster-improving product, because we use the Community right alongside you — every friction point becomes a fix, and the whole experience evolves faster for everyone

## Access the KHC

1. Log in to your Kajabi account.
2. From your **Dashboard**, click your name in the upper right corner.
3. Select **Kajabi Community**.

## KHC Channels

In the **Community sidebar**, you will find several Channels listed that you may post in, each with a unique purpose.

<img alt="KHC Sidebar" />

General posts about Kajabi products or topics belong in the **Discussions** channel. Feel free to introduce yourself — what are you building and where are you in your journey?

Share celebrations and Kajabi milestones in the **Wins** channel, find answers and inspiration in the **Resources** channel, and share your product feedback, ideas, and bug reports through the [Kajabi Ideas Portal](/articles/resources/resources/how-to-submit-product-feedback-and-ideas).

Post often — questions, roadblocks, and victories are welcome, but discuss only Kajabi product-related topics within KHC channels. This ensures the community remains a valuable resource and prevents the group from becoming overwhelmed with unrelated content.

### Product Updates Channel

This Channel contains posts written by Kajabi staff and is the source for feature announcements, performance improvements, and tips on getting the most out of releases.

### Submit feedback and ideas through the Kajabi Ideas Portal

To share product feedback/ideas or to report a functionality issue, select either **Feedback Portal** or **Bug Reports** in the **KHC sidebar**.

<Note>
  **Note:** Clicking either **Feedback Portal** or **Bug Reports** opens the portal in a separate window.
</Note>

The [Kajabi Ideas Portal](/articles/resources/resources/how-to-submit-product-feedback-and-ideas) gives Heroes the power to influence feature ideas and product roadmaps. Keeping everything in one place helps our teams understand your ideas, prioritize improvements, and communicate updates more effectively. By posting in the portal, you automatically receive email notifications as updates occur on posts you have created, voted for, or commented on.

Directing feedback to the portal ensures your suggestions and concerns are properly reviewed and considered by the right product team. [Learn more about the Portal](/articles/resources/resources/how-to-submit-product-feedback-and-ideas).


# Kajabi Labs
Source: https://help.kajabi.com/articles/resources/resources/kajabi-labs

Test Kajabi features in development and provide feedback to help shape the platform.

<div>
  <iframe />
</div>

## Overview

Kajabi Labs is your workshop to test Kajabi features while they are still in development. Work side-by-side with our team, provide feedback, and help shape the platform for all Heroes.

### Key benefits

* **Test features early**: Build your business with features as soon as they become available, before the official release
* **Provide direct feedback**: Your experience is invaluable and helps us develop a better platform for all Heroes
* **Customize your experience**: Try out the features you are most interested in and turn off the ones you do not need

<Note>
  **Note:**

  Features in Kajabi Labs are in the final stages of development. As part of the development process, bugs and other unforeseen issues may arise.
</Note>

## Locate Kajabi Labs

1. Open the **Settings** tab from your Dashboard.
2. Select the **Labs** card under Site Settings.

<img alt="Kajabi Labs" />

## Manage features

Activate and deactivate features in Kajabi Labs to control which features you want to test.

### Turn on a feature

1. Open the **Settings** tab from your Dashboard.
2. Select the **Labs** card under Site Settings.
3. Click the toggle for the feature you wish to test. The feature is on when the toggle turns black.

<div>
  <iframe />
</div>


# Kajabi swag shipment changes
Source: https://help.kajabi.com/articles/resources/resources/kajabi-swag-shipment-changes

Understand EU VAT rules and how they impact Kajabi swag shipments.

## Overview

The European Union implemented changes to value-added tax (VAT) rules that affect how Kajabi swag shipments are handled for EU recipients.

## EU VAT rule changes

As of July 1st, 2021, the European Union requires VAT on all orders, regardless of value.

## Impact on swag shipments

VAT is collected after import and prior to delivery by the shipment carrier (i.e. your local postal service).

If you qualify for Kajabi swag, you are responsible for paying these VAT fees to receive your swag box. The fees are based on the value of the item(s) being shipped and are roughly 21% of the total item value.

<Warning>
  **Warning:**

  If the fees are not processed and successfully paid for by the recipient, the shipment will be returned to the sender.
</Warning>


# Kajabi's Data Protection Addendum and Standard Contractual Clauses
Source: https://help.kajabi.com/articles/resources/resources/kajabis-updated-data-protection-addendum-for-the-new-standard-contractual-clauses

Answers to frequently asked questions about Kajabi's Data Protection Addendum and Standard Contractual Clauses.

## Overview

Have questions about Kajabi's Data Protection Addendum (DPA)? This article covers frequently asked questions to help you understand the changes.

## FAQs

### Why has Kajabi updated the Data Protection Addendum (DPA)?

We revised our [Terms of Service Agreement](https://kajabi.com/policies/terms) and Data Protection Addendum (DPA) to include the Standard Contractual Clauses (SCCs) as published by the European Commission on June 4th, 2021.

### How does this change impact me?

The updates to the DPA are only applicable if you use Kajabi to process European Economic Area (EEA) data or data within the [jurisdictions outlined](https://assets.website-files.com/5db0d55a083f4b7cd59d2e42/61524b42156de002fe9cdfb9_Kajabi-%20DPA%20September%202021.pdf) in the agreement.

### What do I need to do?

If you are subject to our DPA, no additional action is required. The DPA automatically becomes part of your agreement with us effective September 27th, 2021.

### When is the DPA effective?

The DPA was automatically effective on September 27th, 2021 for all Heroes who have agreed to our Terms of Service Agreement. All contracts made after September 27th, 2021 must use the SCCs. Pre-existing contracts automatically transitioned to the SCCs starting December 22nd, 2022, where applicable.

### Will there be any other changes to the DPA?

We have made changes to the DPA for the benefit of our global Heroes. We work to consistently stay abreast of all domestic and global regulations relating to data protection and make updates as deemed necessary.

### What changes do the EU's SCCs contain?

The European Commission updated the SCCs to address additional structures of processing activities that exist in today's world, including the GDPR and the Schrems II decision. These requirements apply additional transparency and notification controls.

The SCCs are modular, enabling them to be tailored to the specific type of transfer. The clauses have been expanded to include controller-to-controller, controller-to-processor, processor-to-processor, and processor-to-controller transfer, which align better to transfer paradigms in use globally today.

### How are the SCCs applicable to me?

If you are using Kajabi to transfer personal data originating from the EEA, the UK, and/or Switzerland, then the SCCs are the valid transfer mechanism to make these transfers.

If you have a global membership, these updates allow for better alignment to your responsibilities of compliance under GDPR and other data protection regulations globally.


# Resolve login issues across platforms
Source: https://help.kajabi.com/articles/resources/resources/resolving-login-issues-on-kajabi-across-platforms

Identify and fix common login challenges on desktop, mobile app, and web browser environments.

## Overview

Login issues can differ between desktop, mobile app, and web browser environments. This article walks you through common challenges and how to resolve them.

## Understand roles: admin login vs. member login

Kajabi has two distinct roles, and knowing which one applies to you is essential for logging in correctly:

* **Site Owners/Admins**: Use the general Kajabi login portal at [app.kajabi.com](https://app.kajabi.com). Admins manage site settings and content and cannot access courses through standard member login portals.
* **Members/Customers**: Access courses exclusively through the specific site of the Hero whose content you purchased. For web login, always use the specific URL provided by the course creator (e.g., \[SITE].mykajabi.com). Avoid using the admin portal.

<Note>
  **Note:**

  Using the admin login URL for member or course access will not work and may display an error like *account blocked*. Always confirm you are entering credentials on the correct platform.
</Note>

## Common login problems and resolutions

### Log in from a web browser

#### Issue

You cannot log in from a desktop browser even though you are successfully logged in on the Kajabi app.

#### Solutions

* Visit the specific course provider's website and log in using your member credentials.
* If you have forgotten the password, use the **Forgot Password** link on the course site, complete the email-based password reset process, and log in.
* Avoid using the admin portal ([app.kajabi.com](https://app.kajabi.com)) for member logins.

### Log in from the Kajabi mobile app

#### Issue

You cannot log in to the Kajabi mobile app even though you are successfully logged in on the web.

#### Solutions

* Confirm you are using the correct login credentials for the specific course provider's site.
* If you have forgotten the password, reset it through the course provider's website before attempting to log in again on the mobile app.
* Make sure the app is updated to the latest version.

## Troubleshooting

* **Clear browser cache and cookies**: Stored data can sometimes cause login issues
* **Try a different browser**: If one browser is not working, try another
* **Check your internet connection**: A weak connection can prevent successful logins
* **Disable browser extensions**: Some extensions may interfere with the login process


# What is Kajabi
Source: https://help.kajabi.com/articles/resources/resources/what-is-kajabi

Learn what Kajabi is, who it's for, what you can build, and how it compares to other creator platforms.

**Kajabi** is the operating system for human expertise: an all-in-one platform where coaches, educators, creators, and service professionals build, market, sell, and deliver their work. Creators use Kajabi to run Courses, Coaching programs, memberships, Communities, and digital products from a single connected system with no revenue sharing.

[Explore Kajabi plans and pricing](https://www.kajabi.com/pricing)

## FAQs

### What is Kajabi?

Kajabi is an all-in-one platform for experts who turn knowledge into a business. It combines course creation, coaching tools, community spaces, email marketing, websites, payments, and analytics in one system, so creators can build, market, sell, and deliver their work without stitching together separate tools or paying revenue share.

### Who is Kajabi for?

Kajabi is for experts whose knowledge comes from real experience: coaches, educators, course creators, practitioners, clinicians, consultants, and service professionals. It supports both early-stage creators launching their first product and established business owners scaling memberships, communities, or coaching programs to thousands of customers.

### What can I build on Kajabi?

Kajabi supports online Courses, group Coaching programs, 1:1 Coaching engagements, paid and free Communities, membership sites, digital downloads, podcasts, newsletters, and full creator websites. You can also bundle products into Offers, launch sales funnels, and run high-value client experiences from a single platform.

### What makes Kajabi different from other platforms?

Kajabi replaces a patchwork of marketing, sales, and delivery tools with a single connected system, so creators don't pay for or maintain separate platforms for courses, email, payments, and websites. Kajabi also takes no revenue share on plan pricing, unlike marketplace-style competitors, and gives creators full ownership of their audience, branding, and customer data.

### How does Kajabi help experts grow their business?

Kajabi helps experts grow by connecting product creation, audience building, marketing automation, and customer delivery in one workflow. Built-in tools for landing pages, email campaigns, sales funnels, and analytics let creators attract leads, convert customers, and increase retention without external software. Cofounder, Kajabi's AI assistant, suggests next steps based on real business data.

### Can I sell digital products on Kajabi?

Yes. Kajabi gives creators a complete system for selling digital products including ebooks, downloads, templates, audio files, and video content. Built-in checkout, subscription billing, upsells, and order bumps support both one-time purchases and recurring revenue, with no transaction fees beyond standard payment processing.

### Can I sell coaching or expert services on Kajabi?

Yes. Kajabi supports 1:1 Coaching, group Coaching, and high-touch client engagements with scheduling, session notes, client dashboards, and integrated payment plans. Coaches can deliver private or group sessions, sell coaching packages, and combine coaching with Courses or Community access in a single Offer.

### Is Kajabi good for beginners who want to grow into a larger business?

Yes. Kajabi is designed to scale with creators from their first product to a multi-million-dollar business. Beginners can launch a single Course or Coaching package quickly using built-in templates, then expand into Communities, memberships, and advanced funnels as their audience grows, without switching platforms or migrating data.

### Does Kajabi take a percentage of sales?

No. Kajabi does not take a percentage of creator sales on any plan. Creators keep 100% of their revenue after standard payment processor fees through Stripe or PayPal. This differs from marketplace platforms and some learning platforms that charge transaction fees of 5% to 10% on every sale.


# Explore available CRM tools
Source: https://help.kajabi.com/articles/resources/resources/which-human-resource-hr-tools-are-provided

Track your customers, contacts, and site performance using Kajabi's built-in CRM tools.

Although Kajabi does not provide HR tools (like payroll, time tracking, etc.), you have access to customer relationship management (CRM) tools to track your customers, contacts, and overall site performance.

Explore the following guides for more information:

* [Contacts](/articles/contacts/manage-your-contacts/contacts-tab-overview)
* [Analytics](/articles/analytics/analytics-overview)


# Dedicated Customer Success Manager (CSM)
Source: https://help.kajabi.com/articles/resources/support/dedicated-customer-success-manager-csm

Accelerate business growth with a dedicated strategic partner inside Kajabi.

## Overview

A **Dedicated Customer Success Manager (CSM)** is your primary point of contact inside Kajabi. This trusted partner works alongside you to accelerate growth and help you unlock the full potential of your business.

A Kajabi CSM proactively partners with you to guide strategy, uncover opportunities, and remove roadblocks — enabling you to scale with confidence.

## What a Dedicated CSM provides

Your CSM acts as an extension of your team, providing:

* **Tailored insights** based on Kajabi's first-party data
* **Strategic recommendations** to guide business decisions and drive revenue growth
* **Hands-on support** to remove obstacles and keep you focused on your goals

With a CSM, you gain clarity, strategic direction, and a trusted partner for your business journey on Kajabi.

## How the program works

If you are on Kajabi's **Pro Plan**, you are eligible to work directly with a Dedicated CSM. Here is what to expect:

### 1:1 Kickoff call

Your CSM will schedule a live kickoff session to understand your business, align on goals, and identify immediate growth opportunities.

### Ongoing strategic guidance

You will have access to your CSM through:

* **Email support** for quick questions, strategic guidance, or escalations
* **Ad hoc check-ins** for live interactions around big moments for your business, such as a launch, site review, and more

## When you will hear from a CSM

Your journey with a CSM begins after onboarding:

### Step 1: Onboarding and launch programming

Start with [curated live webinars](https://learn.kajabi.com/webinars), guided content, and [launch programming](https://learn.kajabi.com/downloads) to help you reach your first dollar quickly.

### Step 2: Introduction to a CSM

After you have had a chance to explore Kajabi and begin building your business, your CSM will reach out to officially kick off your dedicated partnership.

If you would like to get connected sooner, email us at [success@kajabi.com](mailto:success@kajabi.com).

## Why a Dedicated CSM is different

A CSM is not just support — they are a proactive strategic consultant inside Kajabi. Their role is to:

* Understand the ins and outs of your business
* Provide clarity and confidence in your next steps
* Partner with you to unlock sustainable growth

## Get a Dedicated CSM

Dedicated Customer Success Managers are a key benefit of the [Kajabi Pro Plan](https://kajabi.com/pricing#:~:text=NEW-,Pro,-Expand%20your%20business). They combine Kajabi's powerful data with personalized guidance to help you scale confidently.

If you would like access to a Dedicated CSM, upgrade to the **Pro Plan** in the **Billing** tab of your account settings.


# Migrate content to Kajabi
Source: https://help.kajabi.com/articles/resources/support/does-kajabi-offer-migration-services

Find resources to help you move content from another platform or between Kajabi sites.

## Overview

Kajabi does not currently offer free in-house migration services from other platforms. If you are migrating content from one Kajabi site to another or from an outside platform to Kajabi, the migration process will need to be completed manually.

## Move content between Kajabi sites

If you are moving from one Kajabi site to another, these Help Center articles can guide you through the process:

* [Duplicate a Page](../../website/pages/duplicate-a-page)
* [Export a Landing Page](../../website/pages/how-to-export-a-landing-page)
* [Export contacts](../../contacts/manage-your-contacts/how-to-export-your-contacts)
* [Import contacts](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi)


# Contact Kajabi Support
Source: https://help.kajabi.com/articles/resources/support/how-to-contact-kajabi-support

Learn how to start a support conversation and how support works

## Start a conversation

Kajabi offers two support channels: **chat** and **email**.

When you start a conversation, usually our AI Agent, Fin, will respond first. Fin can answer questions about Kajabi, help you get access to your account, and assist with billing. If necessary, Fin will loop in a team member to assist.

<Tip>
  **Tip:** When you start a conversation, provide a **detailed description** of what you need help with. It also may be helpful to include a screenshot.
</Tip>

### Chat

1. From the Kajabi dashboard, click your name on the top-right.
2. Click **Contact support**.
3. The conversation widget will open on the help center.
4. Click **Start a conversation**.

<Note>
  **Note:**

  * Clicking **Contact support** will authenticate your chat with the Kajabi account you're currently logged into.
  * Not able to see the conversation widget? Make sure you're not blocking cookies or using an ad/script blocker browser extension.
</Note>

<Tip>
  **Tip:**

  * In a chat, you can drag and drop or attach images, videos, or files. You can click the <Icon icon="microphone" /> icon to transcribe your voice, if you prefer not to type.
  * In the conversation widget, you can view your chat history, resources, and news from the Kajabi team.
</Tip>

Fin should inform you of an estimated wait time for a team member. If there is a queue, you can see your position in the queue.

Team members will typically handle chats live, so you can expect quick responses after you're connected.

If your conversation is related to certain teams, your chat will not be handled live. Fin or a team member will inform you if this is the case. Feel free to step away from the chat and you'll be notified via email when there is a response.

### Email

Choose an email below based on what you need help with.

| **Team**                | **Email**                                                         | **When**                                                                                                                                                                                              | **Hours (PT)**                                |
| ----------------------- | ----------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------- |
| **Technical Support**   | [support@kajabi.com](mailto:support@kajabi.com)                   | You need help using Kajabi                                                                                                                                                                            | 24/7                                          |
| **Billing**             | [billing@kajabi.com](mailto:billing@kajabi.com)                   | You need help with billing for your Kajabi subscription                                                                                                                                               | 24/7                                          |
| **Kajabi Payments**     | [payments.support@kajabi.com](mailto:payments.support@kajabi.com) | You need help with [Kajabi Payments](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-overview) or [Cart](https://help.kajabi.com/articles/sales/checkout/kajabi-cart-overview) | Weekdays: 12am–5:30pm / Weekends: 10:30am–7pm |
| **Branded Mobile Apps** | [bma.support@kajabi.com](mailto:bma.support@kajabi.com)           | You need help with your [branded mobile app](https://help.kajabi.com/articles/mobile-apps/branded-app/kajabi-branded-app-overview)                                                                    | Weekdays: 9am–5:30pm                          |

<Note>
  **Note:** All times above are Pacific Time.
</Note>

***

## View conversations

On the **Messages** tab of the conversation widget, you'll find a link to the customer portal. On this portal, you can view conversations you've started with Kajabi Support.

You can access the portal directly at this link:

[https://support.kajabi.com/en/tickets-portal?view\_type=conversations](https://support.kajabi.com/en/tickets-portal?view_type=conversations)

<Note>
  **Notes:**

  * The customer portal is available for owners and users of active Kajabi accounts.
  * Owners can view all conversations started by owners/users within their account.
  * If you're seeing a message that you're not logged in, then follow the steps to start a chat conversation above. Then, click the customer portal link again.
</Note>


# Send a screenshot to support
Source: https://help.kajabi.com/articles/resources/support/how-to-send-a-screenshot-to-support

Capture and share a screenshot with our support team to help troubleshoot issues faster.

## Overview

Our support team may request a screenshot to gain a better understanding of the issues you are experiencing on Kajabi. Use the built-in tools on your device to capture the issue, then share the image with our support team.

## Take a screenshot

Depending on your device, you have different options for taking a screenshot.

### With Windows

Use the Snipping Tool app included by default with Windows.

[Learn how to use the Snipping Tool app](https://support.microsoft.com/en-us/windows/use-snipping-tool-to-capture-screenshots-00246869-1843-655f-f220-97299b865f6b).

When you capture a snip, it is automatically copied to the Snipping Tool window where you can make changes, save, and share.

To save a snip from the Snipping Tool window:

1. Select the **Save Snip** button after capturing a snip.
2. Enter a file name, location, and type in the **Save As** box, then select **Save**.

### With Mac

Use the Screenshot app included on macOS.

[Learn how to use the Screenshot app](https://support.apple.com/en-us/HT201361).

By default, screenshots save to your desktop with the name "Screen Shot \[date] at \[time].png."

### With an iPhone

[Learn how to take a screenshot with an iPhone](https://support.apple.com/en-us/HT200289).

To find saved screenshots on your phone:

1. Open **Photos**.
2. Go to **Albums** > **Media Types** > **Screenshots**.

## Share a screenshot with support

After capturing a screenshot, send the image directly through the [chat widget to contact our support team](/articles/resources/support/how-to-contact-kajabi-support).


# Send a video to support
Source: https://help.kajabi.com/articles/resources/support/how-to-send-a-video-to-support

Record and share a video with our support team to help troubleshoot issues faster.

## Overview

Our support team may request a video to gain a better understanding of the issues you are experiencing. Use a screen recording tool to capture the issue, then share the recording link or file with our support team.

## Record a video

Use a screen recording tool like [Loom](https://www.loom.com/screen-recorder) or [Vimeo](https://vimeo.com/features/screen-recorder) to record a video and generate a shareable link.

For more information on recording and sharing a video, refer to these guides:

* [Record and share a video with Loom](https://support.loom.com/hc/en-us/articles/360015714197-Getting-Started-Video-Tutorials)
* [Record and share a video with Vimeo](https://vimeo.zendesk.com/hc/en-us/articles/360046142052-Vimeo-Record-Chrome-extension#h_01FKRGM867JDHVBJATFE9NMB63)

<Tip>
  **Tip:**
  If you are using a Mac, you can use the Screenshot app or QuickTime Player included with macOS. [Learn how to use the Screenshot app or QuickTime Player](https://support.apple.com/en-us/HT208721).
</Tip>

## Share a video with support

### Send a video link

If you used a screen recording tool like [Loom](https://www.loom.com/screen-recorder) or [Vimeo](https://vimeo.com/features/screen-recorder), copy and paste your video link into the [support chat widget](/articles/resources/support/how-to-contact-kajabi-support).

### Send a video file

If you recorded a video on your computer and need to share a file, drag and drop the video directly into the [support chat widget](/articles/resources/support/how-to-contact-kajabi-support).


# Resolve a 500 error on Kajabi
Source: https://help.kajabi.com/articles/resources/support/why-am-i-seeing-a-500-error-when-accessing-kajabi-and-how-can-i-resolve-it

Identify the cause of a 500 error and take steps to restore access to your Kajabi site.

## Overview

A 500 error while accessing Kajabi or its hosted sites indicates a server-side issue, typically caused by an external vendor outage. These outages affect Kajabi's infrastructure rather than your individual settings or account. Common causes include disruptions in services provided by third-party vendors (such as Cloudflare) that Kajabi relies on. These incidents often result in widespread service interruptions, preventing access to sites, accounts, or email links.

## Monitor outage updates

* Check Kajabi's official [Status Page](https://status.kajabi.com) for real-time updates about ongoing incidents or outages to confirm whether the issue affects multiple users or just your account
* Await resolution from the vendor — these outages are typically resolved by the providers once the issue is fixed on their end

## Try local troubleshooting steps

If you want to verify and rule out potential local issues, try the following:

* Clear your browser cache and attempt accessing Kajabi again
* Open an incognito or private browsing window, which bypasses cached data
* Attempt to load the site using a different browser (e.g., Chrome, Firefox)
* Restart your device and try accessing Kajabi again
* Switch to a different network connection, such as mobile data, especially if a firewall or antivirus might be interfering with access

These steps serve as final checks to ensure the issue is not limited to your device or browser. However, in most cases involving 500 errors on Kajabi, local device issues are not the cause.

<Note>
  **Note:**
  A 500 error does not indicate a hack or compromise of your Kajabi account. It is a temporary disruption stemming from infrastructure providers, and your data remains secure.
</Note>

## FAQs

### What should I do if the error persists after a known outage is resolved?

Reach out to our support team for assistance if the 500 error continues after the reported outage has been resolved.

### Does a 500 error mean my account was hacked?

No. A 500 error is a temporary disruption caused by infrastructure providers. Your data remains secure.


# Activate Affiliate commission
Source: https://help.kajabi.com/articles/sales/affiliates/activate-affiliate-commission

Set up affiliate commissions for your Offers to credit transactions to your Affiliate Users.

Activating **Affiliate Commission** within your Offers credits the transaction to your Affiliate Users for the Offers you specify. Once enabled, you can track commission data in your [Affiliate Dashboard](/articles/sales/affiliates/affiliates-overview#dashboard).

## Activate Affiliate commission in an Offer

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Select the **Offer** you wish to edit.
4. Open **Settings**.
5. Toggle on **Activate Affiliate commissions for this Offer**.
6. Enter the **Percentage** or **Fixed Amount** you are willing to offer your affiliates when an affiliate transaction occurs.
7. Use the check box if you would like to **Collect commission only on the first payment** if your offer is a Subscription or Payment Plan.
8. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Selecting **Give an affiliate commission** in an Offer tracks affiliate transactions for the specific Offer. You will need to manually pay your affiliates as it is not an automatic process.
</Note>

## Activate Affiliate commission from the Commission setup page

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Open the **Commission setup** page.
4. Select the **Offer(s)** you wish to activate.
5. Enter the **Percentage** or **Fixed amount** you are willing to offer your affiliates when an affiliate transaction occurs. **Fixed amount** commission cannot be applied in bulk at this time.
6. Use the check box if you would like to **Collect commission only on the first payment** if your offer is a Subscription or Payment Plan.
7. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Activating Affiliate Commission tracks Affiliate transactions for your specific Offer(s). You will need to manually pay your Affiliates as it is not an automatic process.
</Note>

## Referral Conversion Window

The **Referral Conversion Window** is the specified length of time a customer can make a purchase after clicking an [Affiliate Share link](/articles/sales/affiliates/create-an-affiliate-share-link) for the affiliate to receive credit for the referral.

Select a specified time for the Referral Conversion Window:

* 30 days (default)
* 60 days
* 90 days

If a customer clicks an Affiliate Share link, they must purchase an Offer within your specified time frame (30 days, 60 days, or 90 days) for the affiliate to receive credit for the referral.

<Note>
  **Note:**
  The Referral Conversion Window applies to the [Affiliate Share Link](/articles/sales/affiliates/create-an-affiliate-share-link). If the customer purchases with an [Affiliate Coupon code](/articles/sales/affiliates/create-affiliate-coupons), the affiliate associated with the code will receive credit for the referral regardless of the presence of a browser cookie.
</Note>

## Select a Referral Conversion Window

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates.**
3. Click **Settings** from your Affiliate Dashboard.
4. Locate the **Conversion Window** section and choose your window period.
5. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

## Add a cookie disclaimer

The Referral Conversion Window feature uses cookies to keep track of the purchase after an affiliate link is clicked.

Various laws require website owners, such as yourself, to inform their visitors of cookies placed on their site and require visitors' consent to use them.

We encourage you to speak to legal counsel to learn how to ensure that any applicable banners or disclaimers are implemented on your site to comply with the cookie regulations that may pertain to your business.

[Learn how to add a cookie disclaimer to your site](/articles/website/pages/cookies-and-cookie-disclaimers).

[Learn more about the cookies Kajabi uses](https://help.kajabi.com/hc/en-us/articles/1260804142350).

## Override Offer percentage for individual Affiliate Users

To give a different commission percentage to specific Affiliate Users, be sure to [activate Affiliate Commission](#activate-affiliate-commission-in-an-offer) in your Offers to track purchases made with your affiliates Share Links and Coupon Codes.

### Override percentage in the Affiliate Dashboard

1. Open the **Sales** tab from your Dashboard.
2. Select **Affiliates**.
3. Click **Users**.
4. Select or search for the **Affiliate User** you wish to edit.
5. Locate **Affiliate Percentages**.
6. Enter your desired percentage override and click **Allow affiliate's percentage to be overridden**.

<img alt="Affiliate percentage override" />

<Note>
  **Note:**
  Checking **Allow affiliate's percentage to be overridden** will override the commission percentage specified in *all* Offers with Affiliate commission activated.

  The Affiliate Percentage will not specify the commission percentage for specific individual Offers. If left unchecked, the [commission percentage specified in the Offer](#activate-affiliate-commission-in-an-offer) will determine the affiliate's commission tracked within Affiliates.
</Note>

## Subscription commission tracking

When a customer makes a purchase within the conversion window after clicking an [affiliate Share Link](/articles/sales/affiliates/create-an-affiliate-share-link) or using an [Affiliate Coupon](/articles/sales/affiliates/create-affiliate-coupons), their purchase and all subsequent subscription or payment plan payments will be attributed to the referring affiliate.

By default, affiliate commissions for subscription and payment plan Offers apply for the lifetime of the customer's subscription, and affiliates will earn a commission for every recurring payment the customer makes.

Optionally, you can choose to apply commissions only to the first subscription payment. In this case, affiliates will earn a one-time commission with no future payouts.

<img alt="Subscription commission settings" />

[Learn more about the **Affiliate Report**](/articles/analytics/report-affiliates).

## FAQs

### When applying Fixed amount commission for an individual subscription, I am able to exceed my offer's price – is this expected?

Yes, this is expected, but keep in mind that it's only possible to make this exception while editing the commission in your individual Offer's Settings, and it cannot be done in bulk.

This may be useful if you'd like to offer extra incentives and can be paired nicely when collecting commission on the first payment only.

### Is it possible to apply fixed amount commission in bulk on the Commission Setup page?

Not at this time.

### When I have a mix of One-time, Payment Plan, and Subscription offers selected, how does applying commission in bulk work?

This depends on whether or not **Collect commission only on the first payment** is selected when you apply commission in bulk. If this setting is *not* selected, the commission update will apply to all Offers. If this setting *is* selected, the bulk update will automatically exclude any one-time Offers in your selection.

### My customers are paying for a subscription that was collecting commission only on the first payment. What happens if I deselect that setting at a later date?

If this setting becomes unchecked, subsequent payments will be attributed to the referring affiliate, even if a customer purchased the offer while this setting was enabled.

### What happens when I select to collect commission only on the first payment?

Affiliates will earn commission only on the first payment of a subscription or payment plan. All future payments for that subscription will not generate commission.

### What happens if I turn the "Collect commission only on the first payment" setting on or off after a subscription has already started?

If the setting was *on* (first payment only) and you later turn it *off*, affiliates will start earning on future payments of the subscription.

If the setting was *off* and you later turn it *on*, affiliates will stop earning on all future payments, assuming an earlier payment of this subscription was already attributed to an affiliate.


# Affiliate Challenges
Source: https://help.kajabi.com/articles/sales/affiliates/affiliate-challenges

Create performance-based incentives for your affiliates with milestone-based rewards.

**Affiliate Challenges** are performance-based incentives you can create within your Affiliates program to motivate affiliates with milestone-based rewards. Instead of relying only on standard commissions, you can create time-bound Challenges that reward affiliates when they hit specific performance goals, such as a set number of sales.

Challenges help you drive higher engagement, increase sales velocity, and reward your top-performing affiliates in a more intentional way.

Each Challenge defines:

* **A goal** (For example, a sales count threshold)
* **A reward** (Monetary or custom)
* **A timeframe** (Start and end dates)
* **A budget cap** (Optional)

When affiliates meet the Challenge requirements within the set timeframe, they earn the reward you defined.

## Access Affiliate Challenges

1. From your Dashboard, click **Sales.**
2. Select **Affiliates.**
3. Open **Commission setup.**
4. Click the **Challenges** tab.

On the **Challenges** tab, you can:

* Create a Challenge
* View existing Challenges
* Edit or delete Challenges

## Create an Affiliate Challenge

To create a new Challenge:

1. From your Dashboard, go to **Sales > Affiliates > Commission setup > Challenges.**
2. Click **Create challenge.**

<img alt="Create challenge" />

### Add Challenge details

* **Name your challenge** - This is visible to affiliates on their dashboard.
* **Description** - Use this to explain the goal, rules, or reward details (500 or less characters).
* **Thumbnail** - Upload an image to visually highlight the challenge for your affiliates.

### Set up the reward

When configuring rewards, you'll define what affiliates need to achieve and what they earn.

* Choose **Offers** - Select one or more Offers that count toward the Challenge.

* Set a **Sales count** threshold - Define how many sales an affiliate must generate to complete the Challenge.

* Choose a **Reward type**. Choices include:
  * **Monetary**
    * Enter a dollar amount.
    * Select a payout method (manual or automatic, based on your affiliate payout settings).
  * **Custom**
    * Use this for non-cash rewards (for example, gift cards, swag, or private perks).
    * Custom rewards are tracked but fulfilled manually.

### Set a budget (optional)

Setting a budget helps you cap spending and run controlled promotions.

* Define a maximum total budget for the Challenge
* Once the budget is reached, the Challenge automatically ends.

### Schedule the challenge

Set a **Start date** and **End date.** Only sales made within this window count toward the Challenge.

<img alt="Schedule challenge" />

## Publish and manage Challenges

After creating a Challenge, you can:

* **Publish** the Challenge when you're ready.
* **Edit** Challenge details before or during its run (depending on status).
* **Delete** a Challenge if it's no longer needed

<img alt="Manage challenges" />

## View Challenge progress

Opening a Challenge shows an overview of its performance, including:

### Key metrics

* **Total sales**
* **Sales count**
* **Affiliates enrolled**
* **Paid rewards**

### Leaderboard

The **Leaderboard** makes it easy to identify top performers and track competition at a glance. It ranks affiliates based on:

* **Total sales**
* **Challenge completion progress**

### Budget breakdown

The **Budget breakdown** helps you understand how much of your allocated budget has been used and what's still available. This includes:

* **Total budget**
* **Paid rewards**
* **Remaining rewards**

<img alt="Challenge progress" />

## Affiliate view of Challenges

When an affiliate opens a Challenge, they're shown a dedicated challenge card with clear, actionable information about their progress and rewards. Affiliates can view:

* **Challenge name** and **Thumbnail**: Makes it easy to recognize active promotions.
* **Active Challenge dates**: Includes **Start** and **End time**.
* **Sales goal** and **progress:** Displays as a progress bar (for example, *0 / 10 sales*).
* **Reward amount:** The total reward they can earn for completing the challenge.
* **Real-time metrics**: Including **Sales count** and **Total sales** amount.

By expanding **Challenge details**, affiliates can also read the full description you set when configuring the Challenge.

All progress updates automatically as sales are tracked, so affiliates always know where they stand and how close they are to earning the reward.

<img alt="Affiliate challenge view" />

## Export Challenge results

Exports make it easy to analyze performance or reconcile rewards outside the platform. You can export challenge data at any time for reporting or payouts.

Exported fields include:

* **Affiliate ID**
* **State**
* **Sales Count**
* **Sales Amount (in cents)**
* **Completed At**
* **Affiliate Name**
* **Affiliate Email**


# Affiliate Coupons vs. Affiliate Share Links
Source: https://help.kajabi.com/articles/sales/affiliates/affiliate-coupons-vs-affiliate-share-links

Understand the difference between Affiliate Coupons and Share Links for tracking conversions.

**Affiliate Coupons** and **Share Links** are two ways to track purchase conversions through your affiliates. Each method lets Kajabi credit the correct affiliate so you can deliver their commission or reward based on your agreement with them.

## Affiliate Coupons

**Affiliate Coupons** give your affiliates a custom **coupon code** that they can share.

Any customer that uses an affiliate's personalized coupon code will be credited to that affiliate, regardless of the presence of a browser cookie.

As an admin, you can create **Discounts** that will generate personalized coupon codes for each affiliate.

<img alt="Affiliate Coupon Codes" />

[Learn how to create Affiliate Coupons](../../sales/affiliates/create-affiliate-coupons).

## Affiliate Share Links

A **Share link** is a URL that can lead to any site or page (even a site outside Kajabi).

When a user clicks on a Share link a cookie is placed in their browser for 30 days. This cookie will track the user's habits on your site and attribute any profit generated from that user to the appropriate affiliate.

<img alt="Affiliate Share Links" />

[Learn how to create Affiliate Share Links](../../sales/affiliates/create-an-affiliate-share-link).


# Affiliate FAQs
Source: https://help.kajabi.com/articles/sales/affiliates/affiliate-faqs

Common questions about how Kajabi's Affiliate feature works.

The **Affiliate** feature lets you leverage partnerships to grow revenue by rewarding others for selling your courses on your behalf. Below are answers to common questions about how Affiliate commission, tracking, and cookies work.

## FAQs

### How does a refund impact Affiliate commission?

If a purchase with an Affiliate link results in a refund, the commission credited to the Affiliate will account for the refund by displaying a \$0.00 commission credit in both the [Affiliate Transactions in the Affiliate Dashboard](../../sales/affiliates/affiliates-overview#transactions) and the [Affiliate Report](../../analytics/report-affiliates).

<img alt="Refund commission display" />

<Note>
  **Note:**
  Partial refunds are not reported as a partial amount in an Affiliate commission. A commission for a partial refund will reflect the same commission amount as a full refund.
</Note>

### Does my Affiliate's commission reflect the discounted price or the original price when a coupon code is applied?

If an Affiliate's link is used to purchase an Offer with a coupon code, your Affiliate will be credited based on the discounted price after the coupon code is applied.

[Learn more about Coupons in Kajabi](../../sales/coupons/how-to-create-a-coupon).

### Can I create a specific commission percentage for a single Affiliate user when a specific Offer is purchased?

No, Affiliate commission is determined by:

* The [commission percentage specified in each Offer](../../sales/affiliates/activate-affiliate-commission#h_2a445f05-d465-414f-8f6b-11902452331f) (which will apply to all Affiliate users)
* or by an [Affiliate user](https://help.kajabi.com/hc/en-us/articles/360037760773#h_11217203-f034-45b1-b624-1bdec0c95294) with the [Percentage override](../../sales/affiliates/activate-affiliate-commission#h_01ECTE4VJYQV7VHEN07SV9PPFT) (which will apply to all Offers purchased with the Affiliate's link).

Unsure of how your Affiliates receive commission? [Learn more about the Affiliate commission workflow](../../sales/affiliates/understanding-the-affiliates-commission-workflow).

### How long do cookies last for an Affiliate link?

The duration that an Affiliate Cookie will remain in a customer's browser depends on the [Referral Conversion Window](../../sales/affiliates/activate-affiliate-commission) you have specified. If a customer clicks an Affiliate Share link, they must purchase an Offer within your specified time frame (30 days, 60 days, or 90 days) for the Affiliate to receive credit for the referral.

If your customer clicks another Affiliate's link before making their purchase, the Affiliate with the most recent link clicked will be credited for the referral.

Each time an affiliate URL is visited, the Affiliate Cookie's duration will be refreshed.

[Learn more about the Affiliate Program](../../sales/affiliates/affiliates-overview).


# Affiliate Portal overview
Source: https://help.kajabi.com/articles/sales/affiliates/affiliate-portal-overview

Resources and reports available to your affiliates from their Affiliate Portal.

The **Affiliate Portal** is your affiliate's dashboard where they can access their resources, reports, and performance data. Similar to your [Affiliate Dashboard](../../sales/affiliates/affiliates-overview), it gives affiliates a real-time view of their sales activity and program materials.

After an affiliate is added to your site by registering or by being manually added, they receive an **Affiliate User** welcome email containing their login credentials and a link to access their Affiliate Portal.

<Note>
  **Note:**
  The Affiliate feature is only available with Growth and Pro Plans. See [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

[Learn how to send your affiliate the link to log in](../../sales/affiliates/manage-your-affiliates).

### Affiliate Portal features

* View their **Stats** within a specified time range.
* View the latest updates of your affiliate program in the **Memo.**
* Download or access **Resources** you've uploaded in your **Affiliate Settings**.
* Access their **Share Links** or their personalized **Coupon Code**.
* Export their **Purchase Summary Report**.
* Change their **Settings** to update their profile, email preferences, and change their password.

<img alt="Affiliate Portal overview" />

## Access the Affiliate Portal

1. Affiliates are provided the login URL when they register to be an affiliate or are added by you.
2. You can access the login or registration URL by going to **Affiliates > Settings.**

<img alt="Affiliate Portal access" />

## Affiliate Dashboard

The **Affiliate Dashboard** provides a real-time snapshot of performance and quick access to announcements, resources, coupon codes (if enabled), and share links.

<img alt="Affiliate Dashboard" />

### Date filter

Affiliates can use the date filter to view metrics for a specific time period (e.g., this week, this month, a custom range). All metrics update to reflect the selected range.

### Performance metrics

The Dashboard displays four key metrics, each scoped to the selected date range:

* **Total Sales**: The **count** of sales attributed to the affiliate over the selected period.
* **Commissions Earned**: The **total value of commissions** earned over the selected period, **excluding any refunds**.
* **Clicks**: The **total number of times** an individual clicked any of the affiliate's share links.
* **Form Submissions**: The **count of form submissions** attributed to the affiliate over the selected period.

<Tip>
  **Tip:**
  Affiliates can use the date filter to compare launches or campaigns.
</Tip>

### Memo

The **Memo** is a static message from the program owner that appears for all affiliates. Affiliates may see launch dates, campaign rules, payout information, or other timely updates here. This is a great place to provide information on upcoming events or helpful information for affiliates to get started.

### Resources

The **Resources** section is where your affiliates can access helpful links and downloadable assets such as brand guidelines, images, copy templates, or swipe files provided by you.

You can update this in your **Affiliates Settings**.

### Coupon Code

If you have enabled them, the affiliate will see their specific **Affiliate Coupon Code** here. Affiliates can use this code in their promotions as instructed by the owner.

### Share Links

These are affiliate-specific **Share Links** that your affiliates can copy and share in content, emails, and social posts, so clicks and sales can be attributed correctly.

<Note>
  **Note:**
  Share Links are unique to the logged‑in affiliate and links marked as private will not be displayed.
</Note>

## Reports

### Purchase Summary

The **Purchase Summary** is the report available to affiliates. It provides a downloadable export of purchases attributed to the affiliate with the following fields:

* **Customer Name**
* **Offer Name**
* **Date of Purchase**

Affiliates can use this export for tracking, reconciliation, or to analyze which offers and timeframes perform best.

<img alt="Purchase Summary report" />

<img alt="Purchase Summary details" />

<Note>
  **Note:**
  Sensitive information (e.g., full name, email address, payment information) is not available to the affiliate.
</Note>

[Learn how your affiliates get paid](../../sales/affiliates/manage-affiliate-payouts-and-commissions).

## Settings

Affiliates can manage profile information, payout email, notifications, and password from **Settings**.

<img alt="Affiliate Settings" />

### Profile information

Affiliates can update the following details:

* **Name**
* **Email**
* **PayPal email** (used if you pay affiliates via PayPal)

### Email notifications

Affiliates can control which emails they receive:

* **Please email me affiliate program news and updates:** Opt in or out of affiliate announcements from your site.
* **Please email me when I make an affiliate sale:** Kajabi sends an automatic email whenever a new sale is made with the affiliate as the referring affiliate.

### Change password

Affiliates can update their password at any time. For security, they should use a unique passphrase with a mix of letters, numbers, and symbols.


# Affiliates overview
Source: https://help.kajabi.com/articles/sales/affiliates/affiliates-overview

Use Kajabi's Affiliates feature to leverage partnerships and grow your sales through referral commissions.

**Affiliates** lets you leverage partnerships to grow your revenue by rewarding others for selling your courses on your behalf. You set the commission, your affiliates share the links, and Kajabi tracks every conversion.

<Note>
  **Note:**
  Affiliates are only available with the Growth and Pro Plans. See [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

### Key benefits

* Manage affiliate registrations and accounts
* Track conversions and form submissions
* Automatically calculate earnings
* Create detailed reports

### Determine payout method

* **Automatic Payouts** reduce manual work by scheduling payments directly through PayPal.
* **Manual Payouts** give you full control over when and how affiliates are paid. Kajabi helps you track and batch **Due commissions**, but you send the money outside Kajabi (for example, PayPal, Wise, or cash).

### Set up a payout schedule

* Go to **Transactions** > **Payouts** to determine your preferred method of paying out your affiliates
* Create a payout schedule to keep transactions organized and set reminders to pay commissions

### Enable commissions

* [Enable Affiliate Commission](../../sales/affiliates/activate-affiliate-commission) for your Offers

### Create Share Links or Affiliate Coupons

* [Create Share Links](../../sales/affiliates/create-an-affiliate-share-link) to track referrals from affiliate traffic
* [Create Affiliate Coupons](../../sales/affiliates/create-affiliate-coupons) to credit affiliates when their personalized code is used

## Affiliate Dashboard

The **Affiliate Dashboard** shows an overview of how your affiliates are performing.

<img alt="Affiliate Dashboard" />

Set the **Date range** and **Currency** using the selectors above the graph to narrow down the data to review the following metrics:

* **Total Sales**: The total value of sales attributed to your affiliates, excluding refunds.
* **Commission Earned**: The total amount of commissions earned by your affiliates, excluding refunds.
* **Form Submissions**: The count of form submissions attributed to your affiliates.
* **Sales Count**: The count of both free and paid sales attributed to your affiliate.
* **Leaderboard**: A ranked list of your top affiliates.
* **Top offers**: A ranked list of your top-selling affiliate-related Offers

## Commission setup

Set up your affiliate's commission percentage or amount for each **Offer** when it is purchased with their unique **Share Link** or personalized **Coupon Code**.

[Learn how to activate Affiliate Commission](../../sales/affiliates/activate-affiliate-commission).

## Share Links and Affiliate Coupons

### Share Links

A Share Link is simply a URL that can lead to any site or page (even a site outside Kajabi). When a user clicks on a Share Link a cookie is placed in their browser based upon the referral conversion window you have set in your Affiliate settings. This cookie will attribute the visitor's form submissions and purchases to the appropriate Affiliate.

[Create Share Links](../../sales/affiliates/create-an-affiliate-share-link) that lead to any URL, Landing Page, or Checkout Page. As long as the user completes a purchase of an Offer on Kajabi using the same browser where they originally clicked the Share Link, the sale will be credited to the Affiliate User.

<img alt="Share Links" />

### Affiliate Coupons

Unlike Share Links, when an [Affiliate Coupon](../../sales/affiliates/create-affiliate-coupons) code is used to purchase an **Offer** from your site, the affiliate is credited with the transaction without needing to click a Share Link first. As an administrator, you can create **Discounts** that generate personalized coupon codes for each affiliate.

## Affiliate Users

Create and manage your Affiliate Users in the **Users** section of your **Affiliate Dashboard.**

Click on an Affiliate User's **Name** to:

* Review their individual affiliate statistics.
* Override their **Affiliate Percentage**.
* View which **Share Links** are available to each affiliate.
* View and update your affiliates' personalized **Coupon Code**.
* Manually add an affiliate transaction.
* Export their form submissions, which contain the following:
  * Form Title
  * Form ID
  * Submission Date
  * Customer Name
  * Customer ID
  * Customer Email
  * Affiliate ID
  * Affiliate Name
  * Affiliate Email

See [Managing your Affiliates](../../sales/affiliates/manage-your-affiliates) for more details.

## Transactions

View all transactions credited to your Affiliate Users in **Transactions**.

<img alt="Transactions view" />

Learn more about the [Affiliate Commission Workflow](../../sales/affiliates/understanding-the-affiliates-commission-workflow) and how to [manage Affiliate payouts and commissions](../../sales/affiliates/manage-affiliate-payouts-and-commissions) to begin allocating commission and paying out your affiliates.

## Announcements

<img alt="Announcements" />

Communicate with every Affiliate User on your site by creating an **Announcement**. An Announcement sends an email to every affiliate, including a **Title** and **Body** text.

<img alt="Announcement editor" />

## Settings

**Affiliate Settings** in the top menu of your Affiliates page lets you customize the appearance of your Affiliate Dashboards and configure key elements of your affiliate program.

Use **Memos** to convey useful information that your affiliates will see when they sign in. Use **Resources** to share files and links (e.g., promo creatives, swipe copy, calendars). A maximum of 10 resources can be added at any given time.

**Preview the dashboard** to see the view your affiliates have when they log into their Portal.

<img alt="Settings preview" />

<Tip>
  **Tip:**
  Click and drag your resources to rearrange the order that your affiliates view them.
</Tip>

The **Affiliate Signup Page** is where individuals can register as your affiliate. Learn how to [create a custom Affiliate Signup Page](https://help.kajabi.com/hc/en-us/articles/360037244074).

<Note>
  **Note:**
  If **Registrations** are disabled, this page will prompt your prospective affiliate to send an email to the Support email listed in your **Site Details**.
</Note>

The **Affiliate Login page** is where your registered affiliates log in to their own Affiliate Dashboard and view their sales metrics.

The **Referral Conversion Window** determines the duration of an affiliate cookie in a visitor's browser. [Learn more about the Referral Conversion Window](../../sales/affiliates/activate-affiliate-commission).

## Affiliate Portal

After an affiliate is added to your site manually or through registration, they receive an Affiliate User welcome email containing a link to set up their affiliate account and instructions on how to access their **Affiliate Portal**.

### Affiliate Portal features

* View their **Stats** within a specified time range:
  * Total **Sales**
  * **Commissions** earned
  * **Clicks**
  * **Form submissions**
* View the latest updates of your affiliate program in the **Memo.**
* Download or access **Resources** you've uploaded in your Affiliate Settings.
* Access their **Share Links** or their Personalized **Coupon Code**.
* Export their **Purchase Summary Report**.
* Change their **Settings** to update their profile, email preferences, and change their password.

<img alt="Affiliate Portal" />

See [Affiliate Portal overview](../../sales/affiliates/affiliate-portal-overview) for more details.


# Create Affiliate Coupons
Source: https://help.kajabi.com/articles/sales/affiliates/create-affiliate-coupons

Give your affiliates custom coupon codes to share and track conversions.

**Affiliate Coupons** let you give your affiliates a custom **Coupon Code** that they can share. Any customer that uses an affiliate's personalized Coupon Code is credited to that affiliate, regardless of the presence of a browser cookie.

As an administrator, you can create **Discounts** that generate personalized Coupon Codes for each affiliate.

### What is a Discount?

Discounts allow you to generate and enable personalized Coupon Codes for every Affiliate User.

<Note>
  **Note:**
  You can only have one active Discount at a time.
</Note>

### Affiliate use of Coupon Codes

After creating an affiliate Discount, your affiliates can access and share their personalized Coupon Codes to encourage people to purchase from your site using one.

When the affiliate's personalized Coupon Code is used, they are credited for the transaction.

## Create an Affiliate Coupon

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Select **Settings**.
4. Navigate to the **Affiliate Coupon Codes** section.
5. Click **Create new discount**.
6. Complete the discount details:
   1. Enter your **Discount title** (An internal title that is not visible to your affiliates).
   2. Under **Coupon Discount**, you can choose one of the following options:
      * **Discount Percentage**: Enter the percentage discount that affiliates will receive on Offers purchased using the coupon.
      * **Amount Off**: Set a fixed currency amount that the affiliate will earn for each Offer purchased with the coupon.
   3. Select the **Duration** for how long the coupon will last once applied to a customer.
   4. Be sure that **Enable affiliate coupon codes** is selected/enabled.
7. Click **Create discount** to keep and apply your changes.

<div>
  <iframe />
</div>

Edit the personalized Coupon Code for individual affiliates:

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Open **My Affiliates**.
4. Select the **Name** of the affiliate you wish to edit.
5. Navigate to **Coupon Code** and edit as needed.

## FAQs

### How many Coupon Codes can I have active at once?

Only one Discount at a time is allowed (that is available for all Affiliate Users).

### How do I change the Discount once I've already created an Affiliate Coupon?

Discounts can not be edited, but you can create a new Discount whenever you'd like. Creating a new Discount will not change the personalized codes, it will simply apply the new discount. Discounts can also be "rerun" or repeated later on. We save all previously created Discounts.

### Can an Affiliate Coupon be deleted?

At this time, Affiliate Coupons cannot be deleted. If you no longer want to offer coupons, you would need to toggle Affiliate Coupons "off" from your Coupon Settings page.

### Can I change an Affiliate User's Discount without changing any others?

Affiliate Coupons will follow the Discount determined by the currently active one. These Discounts apply to all Affiliate Users. Discounts can't be changed on an individual basis.

### Can I change an affiliate's personalized Coupon Code?

You can change an Affiliate User's personalized Coupon Code whenever you'd like, as long as the new code is not already taken.

### Can I filter the Contacts tab by who has used the coupons?

You can filter your Contacts tab to view the people that have used an Affiliate Coupon generated by your Discount. The filter will show the Discount instead of the individual coupon. A separate Contacts tab filter in the future will likely be used to determine which customers came from which Affiliate Users.

### Can an Affiliate User change their personalized Coupon Code?

Only a Kajabi admin can change personalized Coupon Codes.

### How are conversions tracked?

Conversions are tracked and logged in reports. The Commission calculation will occur after the Discount is applied, as is the case with Coupons.


# Create an Affiliate Share link
Source: https://help.kajabi.com/articles/sales/affiliates/create-an-affiliate-share-link

Generate and edit an Affiliate Share link to maximize affiliate revenue.

A **Share Link** is a URL that can lead to any site or page, even outside Kajabi. When a visitor clicks a Share Link, a cookie is placed in their browser for 30 days. This cookie tracks the visitor's activity on your site and attributes any resulting sales to the appropriate affiliate.

<img alt="Affiliates Share Links" />

Create Share Links that lead to any URL, Landing Page, or Checkout Page. As long as the visitor completes a purchase of an Offer on Kajabi using the same browser where they originally clicked the Share Link, the sale is credited to the Affiliate User.

Keep in mind that although you can track clicks for specific Share Links, there is no way to determine which Affiliate Link was used by a specific customer or the affiliate credited.

Truncating an Affiliate Share Link using tools like the [Bitly URL shortener](https://bitly.com/) still credits the affiliate for the conversion.

<Note>
  **Note:**
  Affiliates will only be credited if you set an **Affiliate percentage** in the Offer. Learn how to set up your Affiliate Commission in the [Additional Settings of an Offer](../../sales/offers/how-to-include-additional-settings-for-your-offer).
</Note>

## Generate a Share Link

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Select **Share links** from the top menu of the **Affiliates Dashboard**.
4. Click **New affiliate link**.
   Or, if you've previously created an affiliate link, click **+ New Link** at the top right.

<div>
  <iframe />
</div>

## Share Link editor

### Create a link

Enter the **Name** and **Target URL** where you'd like the Affiliate Share link to redirect. The Name and URL will be visible to the affiliate.

Redirect to a:

* Custom URL
* Landing Page
* Checkout Page

This link will be accessible to every Affiliate User on your site, and will contain their unique tracking info.

<img alt="Share link editor" />

### Private

Toggle on or off the **Private** setting in the Share link editor to hide the link from your affiliates or make it accessible to every affiliate on your site.

Creating a Private Share Link will not display the Share link in your [Affiliate's Portal](../../sales/affiliates/affiliates-overview#h_52456a83-02fd-4d90-81a2-62a8f7e565e1). This allows you to keep the Share link unpublished or send it directly to a specific affiliate only.

<img alt="Private share link setting" />

<Note>
  **Note:**
  Although you can track clicks for specific Share links, there is no way to determine which Affiliate Share link was used and who used it.
</Note>


# Manage Affiliate payouts and commissions
Source: https://help.kajabi.com/articles/sales/affiliates/manage-affiliate-payouts-and-commissions

Track, manage, and pay affiliate commissions in Kajabi with confidence.

Commissions move through different statuses as they progress toward payout. Understanding these statuses, payout methods, and settings like the Commission Due Day and Payout Date helps you run your affiliate program effectively.

<Note>
  **Note:**
  The Affiliate feature is only available with Growth and Pro Plans. See [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## Commission status and timing

Every affiliate commission displays a **Status** so you can quickly see where it stands in the payout process:

* **Pending:** The commission is recorded but not yet eligible for payout according to your delay schedule.
* **Due:** The commission has met the payout delay requirements and is now payable.
* **Paid:** The commission has been paid out to your affiliate.
* **Canceled:** The commission was canceled and will not be paid out.

<Tip>
  **Tip:**
  Refunded commissions retain their Paid status but display a Refunded badge for transparency.
</Tip>

### Commission lifecycle

1. **Transaction** occurs. An affiliate earns a **Commission** on a qualifying sale.
2. **Due Day** countdown. You set a **Commission Due Day** (2–365 days; 30 days recommended).
3. **Commission becomes Due**. After the countdown, it becomes payable.
4. **Payout method applies**. You pay commissions manually or let Kajabi process them automatically.

<img alt="Commission lifecycle" />

From the **Transactions tab**, you can manually adjust statuses when needed:

* Change **Pending** → **Due** to accelerate payout eligibility.
* Change **Pending** or **Due** → **Paid** to record a manual payout.
* Change **Pending** or **Due** → **Canceled** to prevent payout.

Once a Commission is Paid or Canceled, it becomes finalized and cannot be changed.

## Manual payouts

Manual payouts give you full control over when and how affiliates are paid. Kajabi helps you track and batch **Due commissions**, but you send the money outside Kajabi (for example, PayPal, Wise, or cash).

<img alt="Manual payouts" />

### Key settings

* **Commission Due Day:** Choose **2–365 days** (Kajabi recommends at least 30 days). This buffer helps you verify transactions and account for any refunds or disputes before payment.

<img alt="Commission due day settings" />

### Complete manual payouts

1. When commissions become **Due**, visit **Affiliates > Transactions**.

2. Select **Pay Now** to mark commissions as Paid in Kajabi.

3. View **Itemized Transactions** and **Download the PayPal mass payout** report for easier bulk payments.

   <img alt="Itemized transactions" />

4. Complete the payment in PayPal (or your preferred method).

   <img alt="PayPal payment" />

5. Select **Confirm payment** in Kajabi. We will automatically record a single **Payout** entry in your **Payouts** tab containing those commissions.

<Note>
  **Note:**
  A sale happens on Day 0. With a **30-day Commission Due Day**, the commission becomes due on Day 30. You see the commission with a Due Status on the affiliates' Transaction page, then you complete the **Pay Now** workflow. Review the itemized transactions, download the PayPal mass payout report, pay your affiliates, and confirm this action within Kajabi. All transactions will be marked as Paid.
</Note>

## Automatic payouts

Automatic payouts reduce manual work by scheduling payments directly through PayPal.

### Key settings

<img alt="Automatic payout settings" />

* **Commission Due Day:** Determines when each commission becomes due (choose **2–365 days**; Kajabi recommends at least 30 days).
* **Payout Frequency & Date (schedule):** Choose **Weekly** (a day of the week) or **Monthly** (a specific calendar day). Kajabi enforces this schedule and triggers payouts on that day.
* **Currency:** Choose the currency with which PayPal will attempt to pay out to all of your affiliates. Generally, if the affiliate has a wallet with a different currency, currency conversion will automatically occur.

<Note>
  **Note:**
  To use automatic payouts, ensure that you have a **PayPal Business account**, as Personal accounts do not support the critical Mass Payouts feature.
</Note>

### Complete automatic payouts

1. Commissions reach their **Due Day**.
2. On your chosen **Payout Date**, Kajabi triggers PayPal to send payments.
3. You receive an email notification two days before the payout with a summary of included transactions.
4. Review the snapshot, verify transactions, and ensure your PayPal wallet has sufficient funds.

<Note>
  **Note:**
  For example, with a 30-day commission **Due Day** and a monthly payout schedule set to the first of the month: a sale on January 1st becomes due on January 31st, and a sale on January 15th becomes due on February 14th. On February 1st, Kajabi would only pay out the first transaction because it became due before that date. The second transaction would not get paid out until March 1st.
</Note>

### Authenticate PayPal

1. In the **Transactions** tab, select the option to set up automatic payouts.
2. **Re-authenticate PayPal** if you already have it integrated for payment processing, otherwise [Connect PayPal](../../api-integrations/payment-integrations/connect-paypal-to-kajabi).
3. Grant Kajabi LLC permission to connect to your PayPal account. This allows Kajabi to access transaction data to manage payouts automatically.
4. Once confirmed, you will also need to verify that the Mass Payout feature is enabled on your PayPal Account via the following PayPal resource: [https://www.paypal.com/payoutsweb/landing](https://www.paypal.com/payoutsweb/landing). This will be required for automatic payouts to function.

<Note>
  **Note:**
  If you encounter errors setting up PayPal, ensure that PayPal is fully connected to Kajabi, including verifying the enabled Mass Payouts feature. If errors persist, check connectivity, permissions granted, and the account type in PayPal to resolve issues.
</Note>

## Edit affiliate commission

There may be times when you need to adjust an affiliate's commission, for example correcting the amount, reassigning the sale to a different affiliate, or updating the payout status. Kajabi provides two entry points for editing an affiliate commission:

1. Navigate to **Affiliates > Transactions**.
2. Locate the commission you want to edit.
3. Click the **3-dot menu (···)** beside the transaction.
4. Select **Edit affiliate commission**.

<img alt="Edit commission menu" />

### Edit Affiliate commission window

Once you open the edit window, you can update the following fields:

* **Reassign affiliate**: Transfer the commission to another affiliate if needed.
* **Set a new commission amount**: Adjust the commission tied to the transaction.
* **Change payment status**: Choose whether the commission remains **Pending**, is marked as **Paid**, or updated to another available status.

<img alt="Edit commission window" />

## Failed payouts

### If an automatic payout fails

* Kajabi marks the payout attempt as failed if the entire payout failed or partially failed if only part of the payout failed (example 1 out of 5 transactions in the payout failed to send). In addition, the commission transactions within the payout that failed will be marked as failed.

* When failed commission transactions are present, Kajabi will show the failed amount and surface a retry button. Once you've resolved the failure issue (for example, insufficient PayPal balance) you will be able to retry paying out these failed commission transactions.

* Verify that PayPal Mass Payouts is enabled, ensure sufficient balance in your PayPal wallet, and check for any account limitations or connectivity issues before retrying the payout.

## Customize the Transactions table

You can personalize the **Transactions** table to display the information most relevant to you. By customizing the columns, you can quickly view details such as commission amounts, payout types, or customer names without needing to open each transaction.

### Customize columns

1. Navigate to **Affiliates > Transactions**.
2. Click the **3-dot menu (···)** in the upper right corner of the table.
3. Select **Customize columns**.
4. Toggle columns on or off based on the information you want to display.
5. Drag and drop columns to reorder them.
6. Click **Apply** to update your view.
7. If you want to reset your table back to the default view, select **Reset to default**.

<img alt="Customize columns" />

### Available columns

* Affiliate
* Offer
* Amount
* Commission
* Created
* Estimated Due
* Status
* Payout Type
* Customer
* Type
* Due
* Payout Paid Date
* Payout ID
* Refunded

## Export Transactions

You can export affiliate transaction data from the **Transactions** tab to review payout history, reconcile payments, or process bulk payouts.

1. Go to the **Transactions** tab.
2. Click **Export**.
3. Choose a **report format** and select the date range you want to export.

The available export formats are:

* **PayPal Mass Pay Report**
  * Affiliate PayPal email
  * Commission amount
  * Currency of commission earned

* **Summary Report**
  * Affiliate name
  * Affiliate email
  * PayPal email
  * Commission earned
  * Currency

* **Details Report**
  * Transaction ID
  * Stripe Charge ID
  * KP Charge ID
  * Date
  * Offer ID
  * Offer title
  * Affiliate name
  * Affiliate PayPal email
  * Refunded status
  * Transaction amount (in cents)
  * Commission type
  * Commission rate
  * Commission earned
  * Currency
  * Reason (for manually added transactions)
  * Customer name
  * Customer email

## FAQs

### Can I change a Paid commission back to Due?

No. Paid commissions are locked for accuracy.

### What happens if an affiliate's email isn't linked to PayPal?

Affiliates have 30 days to link their email to PayPal and claim their funds if an unlinked email was used.

### Why is a PayPal Business account required?

PayPal is the only payment processor supported by Kajabi's automatic payouts feature. A Business account is mandatory to enable the necessary Mass Payouts feature.

### What happens if I refund after payout?

The commission remains Paid but gets a Refunded badge.

### How do I find refunded commissions?

Apply the Refunded filter in the Transactions tab.

### If I reassign a subscription commission, what happens?

The reassigned transaction and all future subscription payments move to the new affiliate.


# Manage affiliates
Source: https://help.kajabi.com/articles/sales/affiliates/manage-your-affiliates

Create, invite, and manage Affiliate Users in your Kajabi Affiliates Dashboard.

<div>
  <iframe />
</div>

Create and manage your affiliates in the **My affiliates** section of your **Affiliates Dashboard**. Before getting started, ensure your Kajabi site is set up for affiliate use, including enabling affiliate features and setting default and Offer-level commissions.

[Access your Affiliate report](/articles/sales/affiliates/affiliate-report) for an overview of affiliate data.

Click on an affiliate's **Name** to:

* Review their individual affiliate statistics
* Override their affiliate [Percentage](/articles/sales/affiliates/set-up-your-affiliate-program#set-default-affiliate-commission)
* View which **Share Links** are available to each affiliate
* Create a **Manual Transaction** to credit your affiliate

<img alt="Upload 5942558563625786733" />

<Note>
  **Note:** Affiliates do not automatically get added to your **Contacts** tab. Because affiliates do not need to be customers of your site, they may only exist on your **Affiliates Dashboard**.

  However, if your affiliates complete a **Form** created on your Kajabi site, purchase an **Offer**, or are manually imported into your Contacts tab, then you will be able to see your affiliates in both your Affiliates Dashboard and your Contacts tab.
</Note>

## Invite Affiliates

Manually import affiliates by sending an invite to join your site.

1. Open the **Sales** tab from your Dashboard.
2. Then, select **Affiliates**.
3. Open **My affiliates** from the top navigation menu.
4. There, click **+ Invite affiliates** in the top right corner of the page.
5. Enter the **Name** and **Email Address** of your new affiliate(s).
6. Then, click **Invite**.

You will receive an email from our support team to the email associated with your account when the affiliate import process has finished.

<Note>
  **Note:** You may add up to 500 affiliates with each import.
</Note>

### Use a CSV to import affiliates

You may copy and paste affiliate information into the **Invite new affiliates** field from a specifically formatted CSV file. Your CSV file **must** be formatted as below for your affiliates to be accepted and successfully imported into Kajabi:

<img alt="37939832860955" />

* Format each line as **First Name Last Name**,**Email Address**
* Do not include extra commas or special characters
  * **Examples:**
    * John Doe,[jdoe@example.com](mailto:jdoe@example.com)
    * Jane Smith,[jsmith@example.com](mailto:jsmith@example.com)

### Activate Affiliate commissions

After inviting your affiliates, activate **Affiliate commissions** to credit your affiliates for transactions made with their Share Links. [Learn more](/articles/sales/affiliates/activate-affiliate-commission).

Additionally, you can activate affiliate commissions specifically for certain offers:

1. From **Sales** in your Dashboard navigation, click **Pricing**.
2. Select the desired **Offer**.
3. Select the **Settings** tab.
4. Toggle on **Activate affiliate commissions for this offer** to configure the specific payout percentage or fixed amount for that offer.

For custom affiliate links, head to the **Affiliates Dashboard** and use the **Share Links** tab to generate referral links that redirect to specific Landing Pages, Sales Pages, or Checkout Pages. Provide affiliates with these unique links for targeted promotions.

To manage payouts, monitor transactions in the **Transactions** tab of the Affiliates Dashboard. From here, you can export reports for performance reviews and configure automatic or manual payouts.

<Note>
  **Note:** When opening an exported report CSV file, use TextEdit (for Mac) or Notepad (for PCs).
</Note>

## After inviting an Affiliate

An invited affiliate is marked with an **Invite pending** banner until they have confirmed their desire to join as an affiliate of your site:

<img alt="My Affiliates" />

<Note>
  **Note:** Your invited affiliate will have up to 72 hours to confirm and verify their email before they are successfully added to your site.
</Note>

## Send the Affiliate Signup link

Enable self-registration to allow Affiliate Users to register for your site.

### Enable Affiliate registrations

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Open **Settings** from the top navigation menu.
4. Toggle on **Enable Self-Registrations**.

<img alt="Affiliate Sign Up" />

### Copy and share the Affiliate sign-up link

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Open **Settings** from the top navigation menu.
4. Select **Copy** next to the **Share sign-up link** field.

<Tip>
  **Tip:** Learn how to [create a custom Affiliate Signup Page](/articles/contacts/manage-your-contacts/create-a-custom-affiliate-signup-page) to customize your affiliate onboarding experience.
</Tip>

## Affiliate user welcome email

An **affiliate user welcome email** is sent to your affiliates after they've successfully signed up as an affiliate of your site.

### Default welcome email

<img alt="Affiliate Welcome Email 1" />

## Edit the affiliate user welcome email

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Select the **Settings** tab from the top menu.
4. Scroll down the page to the **Welcome email**.
5. Edit your **Subject line** and **Email body**.
6. Click **Save** to apply your changes.
7. Then, click **Preview welcome email** to view how your email will appear to your Affiliates.

## Send an Affiliate Portal login link

New affiliates will receive an email containing their login credentials and the link to log in to their [Affiliate Portal](/articles/sales/affiliates/affiliates-overview#affiliate-portal).

If you wish to send your affiliates the link to log in directly:

1. Open the **Sales** tab from your Dashboard.
2. Click the **Affiliates** tab.
3. Select the **Settings** tab from the top menu.
4. In the **Affiliate sign-up and registration** section, click **Copy** next to the **Login page link** and send to your new affiliate.

<img alt="Affiliates Login Link" />

## Delete an Affiliate User

Deleting an affiliate will permanently remove them from your site, including all related affiliate data such as clicks and conversions.

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Select **My affiliates** from the top navigation menu.
4. Select the name of the Affiliate you wish to remove.
5. Navigate to the bottom of the page and click **Delete**.
6. Complete the prompt.
7. Click **Delete affiliate**.

## Additional resources

* [Create an Affiliate Share Link](/articles/sales/affiliates/create-an-affiliate-share-link)
* [Create a custom Affiliate Signup Page](/articles/contacts/manage-your-contacts/create-a-custom-affiliate-signup-page)
* [Affiliates overview](/articles/sales/affiliates/affiliates-overview)
* [Affiliate Portal overview](/articles/sales/affiliates/affiliate-portal-overview)
* [Manually add an Affiliate Transaction](/articles/sales/affiliates/manually-add-an-affiliate-transaction)


# Manually add an Affiliate Transaction
Source: https://help.kajabi.com/articles/sales/affiliates/manually-add-an-affiliate-transaction

Create manual affiliate transactions for untracked sales, special cases, or bonuses.

If an Affiliate purchase occurred but was not tracked, you can manually create a transaction to appear in the commission records. Manual transactions are useful for compensating affiliates for untracked sales, addressing special cases, or providing bonuses.

## Add an Affiliate Transaction manually

Manually add an **Affiliate Transaction** to record anything from missed reports to awarding affiliate bonuses. Keep in mind that manually added transactions cannot be deleted once created.

Additionally, manually added transactions will not display as conversions on the affiliate's dashboard; they are visible only to site owners in Kajabi's affiliate reports.

1. Open the **Sales** tab from your Dashboard.
2. Click **Affiliates**.
3. Click **My Affiliates** in the top menu.
4. Select your Affiliate's **Name**.
5. Click **New Transaction** in the top right corner.
6. Complete the **New Affiliate Transaction** form.
7. Attach the transaction to an existing **Offer**, enter a specified **Commission** amount, and include a reason for the manual add.
8. Click **Save** to keep your changes.

When completing the **New Affiliate Transaction** form, ensure the following fields are filled accurately:

1. Select the **Offer** purchased by the referral.
2. Choose the **Currency** for the transaction.
3. Enter the **Commission amount** or **Percentage** for the affiliate.
4. Mark the **Transaction Status** as "Due" (for future payment within Kajabi) or "Paid" (if processed outside Kajabi).

<div>
  <iframe />
</div>

## View a manually added transaction

Manually added Affiliate Transactions will appear in your [Affiliates report](../../analytics/report-affiliates#understandingyouraffiliatesreport) when viewing by affiliate.

The reports include transaction details such as the reason for the transaction (e.g., manual), commission information, and associated customer details.

<Note>
  **Note:**
  These transactions are only visible to site owners and do not impact affiliates' performance metrics.
</Note>

<div>
  <iframe />
</div>


# Troubleshoot Affiliate commission
Source: https://help.kajabi.com/articles/sales/affiliates/troubleshooting-affiliate-commission

Identify why an affiliate may not have been credited for purchases made on your site.

If an Affiliate isn't receiving credit for sales, several factors may be responsible. This page helps you identify and resolve common commission tracking issues.

## Common reasons for missing Affiliate credit

* **The purchaser did not buy within the specified [Referral Conversion Window](../../sales/affiliates/activate-affiliate-commission)** after clicking the [Share Link](../../sales/affiliates/create-an-affiliate-share-link).
* **The purchaser used a different browser or device** from the browser or device used when the Share Link was clicked.
* **The purchase was made outside of your Kajabi site's checkout or cart.**
* **The customer clicked a different Affiliate's [Share Link](../../sales/affiliates/create-an-affiliate-share-link)** (this overrides the initial link) before purchase.
* **The Offer purchased is not set to give an affiliate commission.** Learn how to [activate Affiliate Commission](../../sales/affiliates/activate-affiliate-commission) in your Offers.
* **The Affiliate Cookie (kjba) is blocked** by a visitor's privacy settings or by your site's cookie script.
* **If you have a custom domain connected** and a customer purchases under your .mykajabi.com domain.

If you are certain you set everything up correctly, please contact [our support team](../../resources/support/how-to-contact-kajabi-support#submit_a_request) for further help.

## Discrepancy between conversions and purchases

Notice a discrepancy between the number of conversions and the number of customers that purchased with an Affiliate?

If a purchase is in the midst of a trial or a Free Offer was purchased, they are not recorded as purchases. Read the [Affiliate Report](../../analytics/report-affiliates) to gain more insight into your Affiliate's performance.


# Understand the Affiliates commission workflow
Source: https://help.kajabi.com/articles/sales/affiliates/understanding-the-affiliates-commission-workflow

Affiliate commission statuses, payout management, and refund handling explained.

Kajabi's **Affiliates commission workflow** gives you transparency and control over affiliate earnings. This page covers what each commission status means, how statuses flow and can be updated, how refunds are handled, and how to execute manual payouts.

<Note>
  **Note:**
  The Affiliates feature is only available with Growth and Pro Plans. See [kajabi.com/pricing](https://kajabi.com/pricing) for more details.
</Note>

## Commission statuses

Every affiliate commission displays a clear **Status** indicator so you can instantly see where it stands in the payout process:

* **Pending** - The commission is recorded but not yet eligible for payout according to your delay schedule.
* **Due** - The commission has met the payout delay requirements and is now payable.
* **Paid** - The commission has been paid out to your affiliate.
* **Canceled** - The commission was canceled and will not be paid out.

<img alt="Commission status indicators" />

Before you can begin this process and onboard to the flow, you'll need to configure your payout settings.

### Finalized statuses

Once a commission is **Paid** or **Canceled**, it's finalized and cannot be changed anymore.

## Payouts

When commissions become **Due**, they are eligible to be paid either manually or automatically.

1. Navigate to the **Payouts Due** cards on your Affiliate Transaction page.
2. Determine your preferred **Payout Method**, **Manual** or **Automatic**.
3. Set up a **Payout Schedule** to keep transactions organized and set reminders to pay commissions.
4. Once your Affiliates generate sales and their associated transactions are **Due** according to your **Payout Schedule**, they're ready to be paid out. Learn more about [Managing Affiliate Payouts and Commissions](../../sales/affiliates/manage-affiliate-payouts-and-commissions).

<Tip>
  **Tip:**
  You can also manually mark individual **Pending** or **Due** commissions as **Paid** by clicking their status badge and selecting **Paid**. That action creates a corresponding Payout record. Check out [PayPal's Guide](https://www.paypal.com/us/smarthelp/article/what-is-mass-payment-and-how-do-i-send-it-faq3094) to learn more about Mass Payment.
</Tip>

## FAQs

### Can I change a Paid commission back to Due?

No. Once a commission is marked Paid, it's finalized and cannot be changed.

### What happens if I refund after payout?

The commission stays **Paid** and is tagged as **Refunded**, so you can see it was returned after payment.

### How do I see which commissions are flagged as Refunded?

Look for the **Refunded** badge next to the status indicator in your Affiliate Commission list, or apply the **Refunded** filter to locate them more easily.

### If I reassign the commission of a subscription to a different affiliate, will it reassign all subsequent payments?

Yes. The transaction you reassigned *and* the subsequent subscription payments will all be credited towards the newly selected affiliate user.


# Update existing Affiliate Transactions as paid
Source: https://help.kajabi.com/articles/sales/affiliates/update-existing-affiliate-transactions-as-paid

Mark outstanding affiliate transactions as paid when setting up the Affiliates commission workflow.

As you get started with the Kajabi Affiliate experience, there's a one-time activity to mark existing transactions as paid. Use this to tidy up any outstanding commissions from before the feature was enabled on your account.

When you begin using the Affiliates feature, any existing Affiliate Transactions do not have a status. You can set their **Status** as **Paid**, which:

* **Simplifies future reporting** — all your commission data will accurately reflect which transactions were paid
* **Helps you stay organized** by better tracking past transactions
* **Preserves historical integrity** — this action only affects existing transactions, and transactions thereafter follow an updated workflow

<Note>
  **Note:**
  This Paid status change is done only for tracking purposes, and does not send any money from your account to affiliates. If money is owed for any of these transactions, make sure you pay them out either before or after this action.

  Once you confirm, these transactions are permanently marked Paid. You cannot revert them to Unpaid status.
</Note>

## Mark Affiliate Transactions as paid

Follow these steps:

1. From your **Dashboard** sidebar, select **Sales** > **Affiliates**.
2. Select the **Transactions** tab.
3. Click **Set up payment schedule**.
4. Set the **Commission is due after** setting and click **Confirm**.
5. A banner will appear on the page. Click **Get Started** on the banner.
6. Select the option to **Mark as Paid**.

<Warning>
  **Important:**
  This is a one-time action. **Only perform this step once** for all legacy transactions. Affiliate sales created after the feature activation will not require this.

  **This is irreversible.** Double-check your selections—once marked, you cannot undo them.

  Only transactions created **before** the Affiliates feature activation will be affected. Any transactions thereafter follow the regular affiliate status workflow.
</Warning>

## Resources

For a complete walkthrough of Affiliates workflows (creating links, approving commissions, running reports, and more), [see the full guide here](../../sales/affiliates/understanding-the-affiliates-commission-workflow).


# 2018 checkout vs. 2016 legacy checkout templates
Source: https://help.kajabi.com/articles/sales/checkout/2018-checkout-vs-2016-legacy-checkout-templates

Compare the 2018 checkout template with the 2016 legacy checkout template.

## Overview

Kajabi has offered different checkout templates over the years. The 2018 checkout template replaced the older 2016 legacy checkout with improved design and functionality. The legacy checkout template is no longer available for Offers created after April 2023.

## 2018 checkout template

The 2018 checkout template offers a modern, streamlined design with improved conversion optimization.

<img alt="2018 checkout template" />

**Features include:**

* Clean, modern design
* Mobile-responsive layout
* Customizable colors and branding
* Support for order bumps
* Improved form field options

## 2016 legacy checkout template

The 2016 legacy checkout template was the original checkout design in Kajabi.

<img alt="2016 legacy checkout template" />

<Warning>
  **Warning:** The 2016 legacy checkout template is no longer available for Offers created after April 2023. If you have existing Offers using the legacy template, they will continue to function, but you cannot create Offers with this template.
</Warning>

## Choose a checkout template

For all Offers, use the 2018 checkout template or Enhanced Checkout. These templates provide better design, more features, and improved customer experience compared to the legacy option.


# Add pricing options to an Offer with Enhanced Checkout
Source: https://help.kajabi.com/articles/sales/checkout/add-pricing-options-to-an-offer-with-enhanced-checkout

Add multiple pricing options like one-time payments, payment plans, and subscriptions to a single Offer.

Enhanced Checkout allows you to add multiple pricing options to a single Offer. Customers can choose between one-time payments, payment plans, or subscriptions directly on the checkout page, making it easier for them to select the option that fits their budget.

<img alt="Pricing options on Enhanced Checkout" />

## Add pricing options to an Offer

To add multiple pricing options:

1. Navigate to your Offer and open the checkout settings
2. Select **Enhanced Checkout** as your checkout template
3. Add your pricing options:
   * **One-time payment:** Full price paid upfront
   * **Payment plan:** Split the total into multiple installments
   * **Subscription:** Recurring payments for ongoing access
4. Save your changes

<Note>
  **Note:**
  You can highlight a recommended option to guide customers toward your preferred pricing. This is useful for encouraging payment plans or annual subscriptions.
</Note>

## Upsells

Upsells let you present an additional offer to customers after they complete a purchase. You can add and manage upsells from the **Purchase flow** tab within any offer.

[Learn more about setting up upsells](/articles/sales/offers/upsells-overview).


# Add in-person trainings and webinars with different checkouts
Source: https://help.kajabi.com/articles/sales/checkout/can-i-add-in-person-trainings-and-webinars-and-create-different-checkout-experiences

Sell in-person trainings and webinars with customized checkout experiences.

## Overview

Yes, you can sell in-person trainings and webinars in Kajabi and create different checkout experiences for each. However, checkout pricing cannot dynamically change based on required field responses. For scenarios like offering subsidized pricing, you'll need to create separate Offers.

## Create separate Offers for different experiences

Since checkout prices can't update based on form field selections, use this approach:

1. **Create separate Offers** for each pricing scenario (e.g., standard pricing vs. subsidized pricing)
2. **Customize each checkout** with the appropriate price and required fields
3. **Direct customers** to the correct Offer based on their eligibility

## Example: Subsidized pricing for trainings

If you offer subsidized pricing for certain customers:

1. Create one Offer at full price for standard customers
2. Create another Offer at the subsidized rate for eligible customers
3. Share the appropriate checkout link based on the customer's eligibility status

This ensures each customer sees the correct price without confusion at checkout.


# Allow customers to purchase licenses in bulk
Source: https://help.kajabi.com/articles/sales/checkout/can-i-allow-customers-to-purchase-licenses-in-bulk-and-grant-access-to-their-staff

Sell bulk licenses where a company pays and you grant access to employees.

## Overview

Yes, you can set up bulk license purchases in Kajabi. This works well for B2B sales where a company pays for training or course access for their employees or team members.

## How bulk licensing works

With bulk licensing:

1. **The company purchases** a bulk license through your checkout page
2. **You receive the employee list** from the purchasing company
3. **You import the employees** into Kajabi and grant them access to the product

This workflow allows a single payment from the company while giving individual access to each team member.

## Set up bulk license sales

To offer bulk licenses:

1. Create an Offer with pricing for the bulk license (per seat or flat rate)
2. Add a custom field to collect the number of licenses or employee information
3. After purchase, import the employee list using Kajabi's People import feature
4. Grant each imported user access to the relevant product


# Create an offer checkout page with different pricing
Source: https://help.kajabi.com/articles/sales/checkout/can-i-create-an-offer-checkout-page-with-different-pricing

Create multiple Offers with different pricing on a single sales page.

## Overview

Yes, you can create multiple **Offers** with different pricing for the same product. This allows you to present various pricing tiers or payment options on a single sales page, giving customers the flexibility to choose the option that works best for them.

<div>
  <iframe />
</div>

## Set up different pricing options

To create **Offers** with different pricing:

1. Create multiple Offers that grant access to the same product
2. Set different prices for each Offer (e.g., premium tier, basic tier, early bird pricing)
3. Add checkout buttons or links for each Offer on your sales page
4. Customers can select the pricing option that fits their needs

This approach is perfect for offering tiered pricing, promotional discounts, or different payment structures.


# Create different checkout modes by product type
Source: https://help.kajabi.com/articles/sales/checkout/can-i-create-different-checkout-modes-depending-on-the-type-of-product

Set up multiple Offers with different checkout pages and custom fields for each product type.

## Overview

Yes, you can create different checkout experiences depending on your product type. By creating multiple Offers, you can customize the checkout page design, required fields, and payment options for each product you sell.

## Set up different checkout experiences

To create different checkout modes:

1. Create a separate Offer for each product type
2. Customize each Offer's checkout page with the appropriate template and design
3. Add custom fields to collect product-specific information from customers
4. Configure unique payment options for each Offer

This approach gives you complete flexibility to match your checkout experience to each product's requirements.


# Use a checkout page with another platform
Source: https://help.kajabi.com/articles/sales/checkout/can-i-use-my-checkout-page-with-another-platform

Share a Kajabi checkout page link on third-party platforms.

## Overview

Yes, you can use your Kajabi checkout page with other platforms. Your checkout page URL is a standard web link that works anywhere on the internet.

## Share a checkout link on other platforms

To use a checkout page on a third-party platform:

1. Navigate to your Offer in Kajabi
2. Copy the checkout page URL
3. Paste the link into your external platform, website, or marketing tool

Your customers can complete their purchase through your Kajabi checkout regardless of where they clicked the link.


# Customize the checkout page link
Source: https://help.kajabi.com/articles/sales/checkout/can-you-customize-the-checkout-page-link

Use link shorteners like Bitly to customize checkout page URLs.

## Overview

While Kajabi checkout URLs include your site domain, you can create custom shortened links using services like Bitly to make your checkout links more memorable and on-brand. This is especially useful for sharing links verbally, in print materials, or on social media.

## Shorten a checkout link with Bitly

Bitly is a free URL shortening service that lets you create custom, branded links.

<div>
  <iframe />
</div>

To create a shortened checkout link:

1. Copy your Offer's checkout page URL from Kajabi
2. Go to [Bitly](https://bitly.com) and create a free account
3. Paste your checkout URL and customize the back-half of the link
4. Save and share your shortened link

<div>
  <iframe />
</div>

<Note>
  **Note:** Shortened links from third-party services like Bitly won't track clicks in Kajabi's email metrics. If tracking email engagement is important, use your original Kajabi checkout URL in email campaigns.
</Note>


# Checkout opt-in requirements and permissions
Source: https://help.kajabi.com/articles/sales/checkout/checkout-opt-in-requirements-and-permissions

Understand email opt-in laws for the US, EU, Canada, and Australia to ensure checkout compliance.

## Overview

Email opt-in requirements vary by region and impact how you collect customer information during checkout. Understanding these regulations helps you stay compliant while building your email list. Different countries have different laws governing how businesses can collect and use email addresses for marketing purposes. This article covers opt-in requirements for major regions so you can configure your checkout appropriately.

<Warning>
  **Warning:** This article provides general guidance only and does not constitute legal advice. You are responsible for ensuring your checkout and marketing practices comply with applicable laws in your jurisdiction and the jurisdictions of your customers. Consult with a qualified legal professional for specific compliance questions.
</Warning>

<div>
  <iframe />
</div>

## United States

The United States operates under the CAN-SPAM Act, which governs commercial email communications.

### Key requirements

* **Opt-out required**: You must provide a clear way for recipients to unsubscribe from future emails
* **Implied consent allowed**: You can email customers who have made a purchase or inquiry
* **Accurate sender information**: Emails must include valid sender details and physical address
* **Honest subject lines**: Subject lines must accurately reflect the email content

### Checkout configuration

For US-based customers, you can:

* Add customers to your email list after purchase (transactional relationship)
* Include an optional marketing opt-in checkbox for additional communications
* Always provide an unsubscribe option in marketing emails

## European Union (GDPR)

The General Data Protection Regulation (GDPR) sets strict standards for data collection and email marketing in the EU.

### Key requirements

* **Explicit consent required**: You must obtain clear, affirmative consent before sending marketing emails
* **Separate consent**: Marketing consent must be separate from terms acceptance
* **Pre-checked boxes prohibited**: Opt-in checkboxes cannot be pre-selected
* **Easy withdrawal**: Customers must be able to withdraw consent as easily as they gave it
* **Data access rights**: Customers can request access to or deletion of their data

### Checkout configuration

For EU-based customers:

* Include an unchecked marketing consent checkbox
* Clearly explain what customers are consenting to
* Keep records of consent for compliance purposes
* Transactional emails (order confirmations, access details) do not require marketing consent

## Canada (CASL)

Canada's Anti-Spam Legislation (CASL) is among the strictest email marketing laws globally.

### Key requirements

* **Express consent preferred**: Obtain explicit permission before sending commercial emails
* **Implied consent limited**: Implied consent from purchases expires after 24 months
* **Clear identification**: Emails must clearly identify the sender
* **Unsubscribe mechanism**: Must process unsubscribe requests within 10 business days

### Checkout configuration

For Canadian customers:

* Include an explicit marketing consent checkbox
* Document when and how consent was obtained
* Track consent expiration for implied consent
* Honor unsubscribe requests promptly

## Australia (Spam Act)

Australia's Spam Act 2003 regulates commercial electronic messages.

### Key requirements

* **Consent required**: You need consent before sending commercial emails
* **Inferred consent allowed**: Existing business relationships can imply consent
* **Sender identification**: Emails must clearly identify the sender
* **Functional unsubscribe**: Must include a working unsubscribe option

### Checkout configuration

For Australian customers:

* Include an opt-in checkbox for marketing communications
* Transactional emails related to purchases are generally permitted
* Maintain clear records of consent
* Process unsubscribe requests within 5 business days

## Configure opt-in settings

To set up email opt-in options on your checkout:

1. Navigate to **Sales** in your dashboard
2. Select your offer and open checkout settings
3. Go to **Form Fields**
4. Enable the marketing consent checkbox
5. Customize the consent language as needed
6. Save your changes

<Tip>
  **Tip:** Consider using different checkout configurations for different regions if you have a global audience. This helps ensure compliance while maximizing your ability to communicate with customers who want to hear from you.
</Tip>

## FAQs

### Do I need separate opt-in for transactional and marketing emails?

Transactional emails (order confirmations, access instructions, account updates) generally don't require marketing consent. Marketing emails (promotions, newsletters, product announcements) do require appropriate consent based on the customer's region.

### What if I don't know where my customer is located?

When customer location is uncertain, apply the strictest applicable standard. Using GDPR-compliant practices (explicit opt-in) for all customers is a safe approach.

### How long should I keep consent records?

Retain consent records for as long as you're sending marketing emails to that contact, plus any additional period required by applicable law. Many businesses keep records for at least 3-5 years.

### Can I email customers who purchased but didn't opt in?

This depends on the region. In the US and Australia, you generally can send marketing emails based on an existing business relationship. In the EU (GDPR) and Canada (CASL), explicit consent is typically required for marketing emails.


# Checkout page editor (previous updates)
Source: https://help.kajabi.com/articles/sales/checkout/checkout-page-editor-previous-updates

Review historical updates to the checkout editor including CTA text, mobile layout, login, and pricing options.

## Overview

The Checkout Page Editor has evolved with several enhancements to improve customization options and customer experience. This reference covers past updates including custom CTA text, mobile layout improvements, login requirements, and pay-what-you-want pricing. These features have been released and are available in your checkout settings.

## Custom CTA text

You can customize the call-to-action button text on your checkout pages to better match your offer and brand voice.

### Configure CTA text

1. Navigate to your offer's checkout settings
2. Open the **Checkout Editor**
3. Locate the **CTA Button** section
4. Enter your custom button text
5. Click **Save** to apply changes

<img alt="Custom CTA text" />

### CTA text best practices

* Use action-oriented language (e.g., "Get Instant Access" or "Start Learning Today")
* Keep button text concise—aim for 2-4 words
* Test different variations to see what resonates with your audience
* Align CTA text with your offer's value proposition

## Mobile layout improvements

The checkout editor includes optimizations for mobile devices to ensure a seamless purchasing experience on smartphones and tablets.

<div>
  <iframe />
</div>

### Mobile-specific features

* **Responsive design**: Checkout pages automatically adapt to screen size
* **Touch-friendly inputs**: Form fields are optimized for mobile interaction
* **Streamlined layout**: Content stacks vertically for easy scrolling
* **Fast loading**: Optimized assets for mobile network conditions

<img alt="Mobile layout" />

<Note>
  **Note:** Preview your checkout page on multiple devices to ensure the experience meets your expectations across all screen sizes.
</Note>

## Login requirement settings

Control whether customers must log in or create an account to complete their purchase.

### Available options

* **Guest checkout**: Allow customers to purchase without creating an account
* **Required login**: Require customers to log in or register before checkout
* **Optional login**: Give customers the choice to log in or proceed as guest

<img alt="Login requirements" />

### Configure login settings

1. Access your offer's checkout settings
2. Navigate to the **Form Fields** section
3. Locate the login requirement option
4. Select your preferred setting
5. Save your changes

<img alt="Login configuration" />

## Pay what you want pricing

The pay-what-you-want feature allows customers to choose their own price, within parameters you define.

### Enable pay what you want

1. Navigate to your offer's pricing settings
2. Select **Pay What You Want** as the pricing type
3. Set a minimum price (optional but recommended)
4. Set a suggested price to guide customers
5. Save your pricing configuration

### Best practices

* **Set a minimum price**: Ensure you cover your costs and receive fair compensation
* **Provide a suggested price**: Help customers understand the value of your offer
* **Explain the model**: Let customers know why you're offering flexible pricing
* **Show value clearly**: Customers pay more when they understand what they're getting

<img alt="Pay what you want" />

<Tip>
  **Tip:** Pay-what-you-want pricing works well for community-focused offers, charitable causes, or when you want to make your content accessible to audiences with varying budgets.
</Tip>


# Optimize the Kajabi Cart shopping experience
Source: https://help.kajabi.com/articles/sales/checkout/creating-a-seamless-shopping-experience-with-kajabi-cart-use-cases-best-practices

Best practices for using Kajabi Cart with storefronts, offer pages, coupons, and optimization tips.

## Overview

Kajabi Cart enables customers to purchase multiple products in a single transaction, creating a streamlined shopping experience that can increase average order value and customer satisfaction. Kajabi Cart transforms the sales process by allowing customers to browse offerings, add multiple items to their cart, and complete a single checkout. This article covers best practices for storefronts, offer detail pages, coupon strategies, and cart optimization techniques.

## Storefronts

Storefronts serve as the central hub where customers can browse and discover your products.

<div>
  <iframe />
</div>

### Create an effective storefront

A well-designed storefront helps customers find what they need quickly:

* **Organize by category**: Group similar products together for easy browsing
* **Use clear product images**: High-quality visuals help customers understand what they're purchasing
* **Write compelling descriptions**: Highlight key benefits and outcomes for each product
* **Display pricing clearly**: Show prices upfront to set expectations

<img alt="Storefront example" />

### Storefront best practices

* Feature your most popular or flagship products prominently
* Include product reviews or testimonials when available
* Use consistent branding across all product listings
* Keep your storefront updated with current offerings

<img alt="Storefront layout" />

## Offer detail pages

Offer detail pages provide in-depth information about individual products and play a crucial role in converting browsers into buyers.

### Essential elements

Every effective offer detail page should include:

* **Clear product title**: Communicate exactly what customers are getting
* **Detailed description**: Explain features, benefits, and what's included
* **Pricing information**: Display all pricing options clearly
* **Add to cart button**: Make it easy for customers to take action

<img alt="Offer detail page" />

### Optimize offer pages

* Use benefit-focused headlines that speak to customer outcomes
* Include social proof such as testimonials or student success stories
* Address common objections directly on the page
* Provide clear information about what happens after purchase

<img alt="Optimized offer page" />

## Coupon strategies

Strategic use of coupons can drive sales, encourage larger purchases, and reward loyal customers.

### Types of coupon promotions

* **Percentage discounts**: Offer a percentage off the total purchase
* **Fixed amount discounts**: Provide a specific dollar amount off
* **Bundle discounts**: Encourage customers to purchase multiple products
* **Limited-time offers**: Create urgency with expiration dates

<img alt="Coupon configuration" />

### Coupon best practices

* Set clear terms and conditions for each coupon
* Use memorable, easy-to-type coupon codes
* Track coupon performance to understand what resonates with your audience
* Consider minimum purchase requirements to increase average order value

## Cart optimization

Optimizing your cart experience reduces abandonment and increases completed purchases.

<div>
  <iframe />
</div>

### Reduce cart abandonment

* **Simplify the checkout process**: Minimize the number of steps required to complete a purchase
* **Display trust signals**: Show security badges and payment icons
* **Offer multiple payment options**: Give customers flexibility in how they pay
* **Show clear pricing**: Include taxes and fees upfront when possible

<img alt="Cart optimization" />

### Increase average order value

* **Suggest related products**: Show complementary items customers might want
* **Offer bundle discounts**: Incentivize purchasing multiple products together
* **Use order bumps**: Present additional offers at checkout
* **Implement upsells**: Offer premium versions or add-ons

<img alt="Order value strategies" />

## Measure and improve

Track key metrics to continuously improve your cart and checkout experience:

* **Cart abandonment rate**: Percentage of carts that don't convert to purchases
* **Average order value**: The typical amount customers spend per transaction
* **Conversion rate**: Percentage of visitors who complete a purchase
* **Coupon redemption rate**: How often customers use discount codes

<img alt="Analytics dashboard" />

<Tip>
  **Tip:** Regularly review your cart analytics to identify opportunities for improvement. Small optimizations can lead to significant increases in revenue over time.
</Tip>


# Customize checkout text with Language Overrides
Source: https://help.kajabi.com/articles/sales/checkout/customize-checkout-text-with-language-overrides



**Checkout Language Overrides** let you change the text that appears on your checkout pages, including field labels, button copy, and error messages, without touching any code. Use this to match your brand voice or make your checkout feel more consistent with the rest of your site.

Overrides are managed from a dedicated tab in your Checkout Settings and apply across all checkout surfaces: Enhanced Checkout, Pop-up Checkout, Cart, Legacy Checkout, and Invoice Checkout. Coverage varies slightly by surface and is noted in each section below. Language and text direction settings are managed separately. [Learn how to change your site language](https://help.kajabi.com/en/articles/12696242-change-your-site-language).

## **Access Language Overrides**

1. From your Kajabi dashboard, go to **Settings**.
2. Within the **Payment Settings** section click **Checkout**.
3. Select the **Language overrides** tab.

<Frame>
  <img alt="Overrides1" />
</Frame>

## **Find a field**

Each row shows the field name, the default text for your site's selected language, and a text input for your custom override. Use the tools at the top of the table to narrow down what you see.

## **Search by field name or default text**

1. Click the **Search by "field"** bar at the top of the table.
2. Type any word to filter by field name or default text.

<Info>
  **Note:** Search does not look at the **Custom text override** column. If you search for text you've already entered as an override, it won't return results.
</Info>

## **Filter by category**

1. Click the **All** dropdown at the top left of the table.
2. Select a category to view only those fields, such as **Customer information**, **Payment**, or **Coupons**.

## **Show only overridden fields**

1. Click **Filter** at the top right of the table.
2. Select **Overridden** to show only fields that have a custom override applied, or **All** to return to the full list.

<Frame>
  <img alt="Overrides2" />
</Frame>

## **Edit a field**

1. Locate the field you want to change.
2. Click into the **Custom text override** input for that field.
3. Type your custom text. The default text appears as placeholder text so you always know what you're replacing.
4. Click **Save**. Changes apply immediately across all supported checkout surfaces.

To reset a field to its default, clear the input and click **Save**.

## **Before you begin**

* Overrides apply globally to all offers on your site. There is no per-offer override setting.
* If you previously used Kajabi's legacy translation override settings, your existing overrides are carried over automatically.
* Overrides only affect checkout pages. Email templates, member-facing pages, course content, and your admin dashboard are not affected.
* Not every field applies to every checkout surface. Each field table below includes a column for each surface so you can see exactly where a field is supported.
* If site language is changed, the default column will reflect the site language selected.
* If you have overrides applied when changing your site default language, your overrides will be preserved

## **Checkout surfaces**

The field tables below reference the following checkout surfaces:

* [Enhanced Checkout](https://help.kajabi.com/en/articles/12695584)
* [Pop-up Checkout](https://help.kajabi.com/en/articles/12695585)
* [Cart Checkout](https://help.kajabi.com/en/articles/12695583)
* [Legacy Checkout](https://help.kajabi.com/en/articles/12695614)
* [Invoice Checkout](https://help.kajabi.com/en/articles/12695449)

## **Customer Information**

Contact and account fields shown to buyers during checkout.

| **Field**                                           | **Default text**                                    | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :-------------------------------------------------- | :-------------------------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Contact                                             | Contact                                             | ✅            | ✅          | ✅        | ✅          | —            |
| Email                                               | Email Address                                       | ✅            | ✅          | ✅        | ✅          | ✅            |
| Full name                                           | Full Name                                           | ✅            | ✅          | ✅        | ✅          | —            |
| Phone                                               | Phone Number                                        | ✅            | ✅          | ✅        | ✅          | ✅            |
| Address Line 1                                      | Address Line 1                                      | ✅            | ✅          | ✅        | ✅          | ✅            |
| Apt, Suite, Etc                                     | Apt, Suite, Etc                                     | ✅            | ✅          | ✅        | ✅          | ✅            |
| City                                                | City                                                | ✅            | ✅          | ✅        | ✅          | ✅            |
| State/Province/Region                               | State/Province/Region                               | ✅            | ✅          | ✅        | ✅          | ✅            |
| ZIP/Postal code                                     | Zip/Postal Code                                     | ✅            | ✅          | ✅        | ✅          | ✅            |
| Tax ID                                              | Tax ID                                              | ✅            | ✅          | —        | ✅          | —            |
| Country                                             | Country                                             | ✅            | ✅          | ✅        | —          | ✅            |
| Additional information                              | Additional information                              | ✅            | ✅          | —        | —          | —            |
| You'll receive notifications at this email address. | You'll receive notifications at this email address. | —            | —          | —        | ✅          | —            |

## **Pricing and order summary**

Labels that appear in the price breakdown and order summary section of checkout.

| **Field**            | **Default text**     | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :------------------- | :------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Summary              | Summary              | ✅            | ✅          | —        | —          | —            |
| Subtotal             | Subtotal             | ✅            | ✅          | ✅        | ✅          | ✅            |
| Due now              | Due Now              | ✅            | ✅          | —        | ✅          | —            |
| Setup fee            | Setup Fee            | ✅            | ✅          | —        | ✅          | —            |
| Trial days           | day trial            | ✅            | ✅          | —        | —          | —            |
| Free                 | Free                 | ✅            | ✅          | ✅        | —          | —            |
| Sales tax            | Taxes                | ✅            | ✅          | ✅        | ✅          | ✅            |
| Sales tax (included) | Taxes (included)     | ✅            | ✅          | ✅        | ✅          | —            |
| Calculating tax      | Calculating...       | —            | —          | ✅        | —          | ✅            |
| To be calculated     | To be calculated     | ✅            | ✅          | ✅        | —          | ✅            |
| Quantity             | Quantity             | ✅            | ✅          | ✅        | ✅          | —            |
| Pricing Options      | Pricing Options      | ✅            | ✅          | —        | —          | —            |
| Read more            | Read more            | ✅            | ✅          | —        | —          | —            |
| Read less            | See less             | ✅            | ✅          | —        | —          | —            |
| Name your price      | Name your price      | ✅            | ✅          | —        | ✅          | —            |
| Minimum              | Minimum              | ✅            | ✅          | —        | —          | —            |
| Add (Order Bump)     | Add                  | ✅            | ✅          | —        | —          | —            |
| Remove (Order Bump)  | Remove               | ✅            | ✅          | —        | —          | —            |
| Add to your purchase | Add to your purchase | ✅            | ✅          | —        | —          | —            |

## **Cart**

Fields specific to the Cart checkout experience. These do not appear on any other checkout surface.

| **Field**     | **Default text**                      | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :------------ | :------------------------------------ | :----------- | :--------- | :------- | :--------- | :----------- |
| Shopping Cart | Shopping Cart                         | —            | —          | ✅        | —          | —            |
| Empty cart    | Your cart is empty.                   | —            | —          | ✅        | —          | —            |
| View cart     | View cart                             | —            | —          | ✅        | —          | —            |
| Item added    | This item has been added to your cart | —            | —          | ✅        | —          | —            |

## **Payment**

Labels that appear in the payment section of checkout.

| **Field**                            | **Default text**                     | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :----------------------------------- | :----------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Name on Card                         | Name on Card                         | —            | —          | —        | ✅          | —            |
| Use existing card on file            | Use existing card on file.           | —            | —          | —        | ✅          | —            |
| Replace card on file                 | Replace card on file.                | —            | —          | —        | ✅          | —            |
| Payment                              | Payment                              | ✅            | ✅          | —        | —          | ✅            |
| Change payment method                | Change payment method                | —            | —          | —        | ✅          | —            |
| Card                                 | Card                                 | —            | —          | —        | ✅          | —            |
| Card number                          | Credit Card Number                   | ✅            | ✅          | ✅        | ✅          | ✅            |
| Change                               | Change                               | ✅            | ✅          | ✅        | ✅          | ✅            |
| Store this card for future purchases | Store this card for future purchases | ✅            | ✅          | ✅        | ✅          | ✅            |

## **Send as a Gift**

Labels that appear when gifting is enabled on an offer. These fields do not appear on Cart or Invoice Checkout.

**Note:** Gift fields only appear if gifting is enabled on the relevant offer. Learn how to[ create and manage Gift Offers](https://help.kajabi.com/en/articles/12695554).

| **Field**                     | **Default text**                 | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :---------------------------- | :------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Send as a gift                | Send as a gift                   | ✅            | ✅          | —        | ✅          | —            |
| Send to                       | Send to                          | ✅            | ✅          | —        | ✅          | —            |
| Delivery date                 | Delivery date                    | ✅            | ✅          | —        | ✅          | —            |
| Message                       | Message                          | ✅            | ✅          | —        | ✅          | —            |
| Change gift options           | Change gift options              | ✅            | ✅          | —        | ✅          | —            |
| Recipient Email (label)       | Recipient email                  | ✅            | ✅          | —        | ✅          | —            |
| Recipient Email (placeholder) | Enter an email for the recipient | ✅            | ✅          | —        | ✅          | —            |
| Gift Message                  | Gift message                     | ✅            | ✅          | —        | ✅          | —            |
| Send Now                      | Send now                         | ✅            | ✅          | —        | ✅          | —            |
| Schedule for Later            | Schedule for later               | ✅            | ✅          | —        | ✅          | —            |
| Cancel                        | Cancel                           | ✅            | ✅          | —        | ✅          | —            |
| Continue                      | Continue                         | ✅            | ✅          | —        | ✅          | —            |

## **Coupons**

Labels that appear in the coupon code section of checkout. These do not apply to Invoice Checkout.

| **Field**             | **Default text**                                                                  | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :-------------------- | :-------------------------------------------------------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Coupon Code           | Coupon Code                                                                       | —            | —          | —        | ✅          | —            |
| Invalid coupon        | Invalid coupon                                                                    | —            | —          | —        | ✅          | —            |
| Apply                 | Apply                                                                             | ✅            | ✅          | ✅        | ✅          | —            |
| Apply a coupon        | Apply a coupon                                                                    | —            | —          | —        | ✅          | —            |
| Coupon expired        | This coupon is expired                                                            | ✅            | ✅          | ✅        | —          | —            |
| Coupon minimum amount | The subtotal in the cart has not met the minimum amount for this coupon to apply. | —            | —          | ✅        | —          | —            |

## **Login**

Labels for account and login-related elements during checkout.

| **Field**                | **Default text**                                         | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :----------------------- | :------------------------------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| Sign in                  | Sign in                                                  | —            | —          | —        | ✅          | —            |
| Already have an account? | Already have an account?                                 | —            | —          | —        | ✅          | —            |
| Login here               | Login here                                               | —            | —          | —        | ✅          | —            |
| Account already exists   | An account already exists with this email address...     | —            | —          | —        | ✅          | —            |
| Logged in as             | Logged in as                                             | —            | —          | —        | ✅          | —            |
| Logout                   | Logout                                                   | —            | —          | —        | ✅          | —            |
| Create password          | Create Password                                          | ✅            | ✅          | —        | ✅          | —            |
| Confirm password         | Confirm Password                                         | ✅            | ✅          | —        | ✅          | —            |
| Required                 | Required                                                 | —            | —          | —        | ✅          | —            |
| Sign up for free         | Sign up for free                                         | ✅            | ✅          | —        | —          | —            |
| Need Help?               | Need Help?                                               | —            | —          | —        | ✅          | —            |
| Email Customer Support   | Email Customer Support                                   | —            | —          | —        | ✅          | —            |
| Or Call Us at            | or Call Us at                                            | —            | —          | —        | ✅          | —            |
| Member setup subtitle    | Please complete the fields below to create your account. | —            | —          | —        | ✅          | —            |

## **Other communications**

Miscellaneous labels and messages that appear across checkout.

| **Field**              | **Default text**                                                 | **Enhanced** | **Pop-up** | **Cart** | **Legacy** | **Invoices** |
| :--------------------- | :--------------------------------------------------------------- | :----------- | :--------- | :------- | :--------- | :----------- |
| No payment integration | We're sorry, this offer is not currently available for purchase. | —            | —          | —        | ✅          | —            |
| Securely stored note   | Card information is stored on a secure server.                   | —            | —          | —        | ✅          | —            |
| Transaction security   | Transactions are secure and encrypted                            | ✅            | ✅          | —        | —          | ✅            |
| Complete card error    | Please complete the card information.                            | —            | —          | —        | ✅          | —            |
| Service agreement      | I have read and agree to the terms and conditions of this page.  | ✅            | ✅          | ✅        | ✅          | ✅            |
| Next                   | Next                                                             | —            | —          | —        | ✅          | —            |


# Customize a checkout page
Source: https://help.kajabi.com/articles/sales/checkout/customize-your-checkout-page

Use the checkout editor to customize page content, design, form fields, and settings.

## Overview

The checkout editor gives you full control over checkout page appearance and functionality, helping you create a branded purchasing experience that converts. Customizing the checkout page allows you to align the purchasing experience with your brand identity while optimizing for conversions. The checkout editor provides tools to modify page content, design elements, form fields, and additional settings—all without touching code.

## Access the checkout editor

1. Navigate to **Sales** in your dashboard
2. Select the offer you want to customize
3. Click the **Checkout Editor** button

!\[Checkout Editor button]\(/images/Kajabi-Checkout Editor button.png)

## Page content

The page content section allows you to customize the text and media displayed on your checkout page.

### Header and title

Customize the checkout page header to reinforce the offer:

* **Page title**: Set a clear, compelling title for the checkout page
* **Subtitle**: Add supporting text that reinforces the value of the offer
* **Logo**: Display your brand logo at the top of the checkout

### Product description

Provide customers with a summary of what they're purchasing:

* Product name and details
* Key features or benefits
* Testimonials or social proof

<Note>
  **Note:** You can upload videos directly to your checkout page to showcase your product or share a personal message. Videos can increase trust and conversions.
</Note>

## Design options

The design section lets you customize the visual appearance of your checkout page.

### Colors

Set colors for various checkout elements:

* **Primary color**: Applied to buttons and key interactive elements
* **Background color**: The main page background
* **Text color**: Body text throughout the checkout
* **Accent color**: Highlights and secondary elements

### Typography

Choose fonts that match your brand:

* Header fonts
* Body text fonts
* Button text styling

### Layout

Select from available layout options to structure your checkout page:

* Single column layout
* Two column layout with order summary sidebar

## Form fields

Configure which information you collect from customers during checkout.

### Default fields

These fields are included by default:

* Email address
* Name (first and last)
* Payment information

### Custom fields

Add additional fields to collect specific information:

* **Text fields**: Collect open-ended responses
* **Dropdown menus**: Offer predefined options
* **Checkboxes**: Capture yes/no responses or agreements

### Field settings

For each field, you can configure:

* Field label
* Placeholder text
* Required or optional status
* Field order on the page

## Additional settings

### Payment options

Configure available payment methods:

* Credit/debit cards
* PayPal
* Digital wallets (Apple Pay, Google Pay)

### Coupon codes

Enable or disable the coupon code field on your checkout page. When enabled, customers can enter discount codes to receive special pricing.

### Terms and conditions

Add custom terms and conditions that customers must accept before completing their purchase.

### Redirect settings

Configure where customers are directed after completing their purchase:

* Thank you page
* Product access page
* Custom URL

<Tip>
  **Tip:** Test your checkout page after making changes to ensure the customer experience flows smoothly from start to finish.
</Tip>

## Related resources

* [Enhanced Checkout overview](/articles/sales/checkout/enhanced-checkout-overview)
* [Checkout opt-in requirements and permissions](/articles/sales/checkout/checkout-opt-in-requirements-and-permissions)


# Enhanced Checkout overview
Source: https://help.kajabi.com/articles/sales/checkout/enhanced-checkout-overview

Explore Enhanced Checkout features, settings, and customization options to optimize the sales experience.

Enhanced Checkout gives you more flexibility, design control, and selling power — all from one intuitive builder. With customizable offer checkout pages, you can create a seamless, high-converting buying experience for customers.

Enhanced Checkout introduces a fully customizable, mobile-friendly, brand-aligned checkout page for every offer — no custom code required. It includes an offer checkout page built with sections and content blocks, support for multiple pricing options per offer, checkout sections for landing and website pages, and more enhancements on the way.

Your checkout experience should feel just as thoughtful and professional as the rest of your brand. With Enhanced Checkout, you can:

* **Make a great first impression** with a polished, branded checkout page
* **Build trust** by creating a consistent experience from the sales page to the purchase
* **Sell your way** using full-page checkout or a popup wherever customers are ready to buy
* **Work faster** with simplified settings that help you manage everything in one place

This update gives you more control over how offers are presented, so checkout feels like part of your business — not a bolt-on step.

## What's included

* **Themed checkout pages** — Build a customized checkout page using the same builder tools you already know
* **Multiple pricing options** — Let customers choose how they want to pay, whether it's a one-time payment, a payment plan, or a subscription, all from one checkout page
* **Checkout blocks for any page** — Add an offer checkout block to any webpage or landing page with full layout flexibility
* **Checkout page templates** — Templates tailored to the products included in the offer
* **Seamless upgrades** — Upgrade legacy checkouts with just one click
* **Refreshed offer settings** — Manage checkout fields, order bumps, and service agreements directly in the Offer editor, shared across all checkout types
* **Visual updates to popup checkout** — All powered by the same core components, so the experience is consistent across touchpoints

## Create an offer and customize a checkout page

1. Go to the **Sales** tab, then select **Pricing**
2. Click **New Offer** and fill out your details, select **Enhanced checkout** as the **Checkout version**, and select **Save and Finish**
3. Open the **Settings** tab to configure your checkout form:

![Offer Settings tab showing checkout configuration](https://kajabi-33ba66697341.intercom-attachments-7.com/i/o/gxun6ex4/1803872253/cb9f746aeb40b3d45e4f10c39192/37870155298331)

4. Click **Customize Checkout** to launch the builder:

![Customize Checkout button in offer settings](https://kajabi-33ba66697341.intercom-attachments-7.com/i/o/gxun6ex4/1803872250/43ee5982bf7b228d22ea4f94e5a1/37870170413851)

5. Choose to **Sync or Not Sync** with Offer Settings:
   * **Sync ON** = uses your default offer settings (offer thumbnail, price text override, button text and styles)
   * **Sync OFF** = overrides those settings just for this page

![Sync settings toggle in checkout builder](https://kajabi-33ba66697341.intercom-attachments-7.com/i/o/gxun6ex4/1803872251/14382739e165517d43432a7ca83c/37902609331227)

6. Add content blocks like:
   * Course curriculum preview
   * Coaching scheduler widget
   * Additional content, related offers, videos, or testimonials
7. Customize styling (layout, colors, button styles, etc.)
8. **Save** changes:

<div>
  <iframe />
</div>

9. **Activate the template** from the Offer page
10. Publish your offer and start selling

[Learn how to add multiple pricing options to a single offer](/articles/sales/checkout/add-pricing-options-to-an-offer-with-enhanced-checkout).

<Note>
  **Note:**
  When syncing is OFF, changes made in the builder apply only to that specific checkout page. Changes in the Offer Settings will still update popup checkout and the checkout block on landing and website pages.

  To exclude the header and footer tracking codes from your site's Checkout Settings, disable the settings for **Include header tracking code** and **Include footer tracking code**.
</Note>

## Editing offer checkout settings

Checkout settings are now centralized in the Offer Settings and Purchase flow tabs. These control the default checkout behavior for your:

* Themed checkout page
* Legacy checkout pages
* Popup checkout
* Checkout sections on landing and website pages

### What you can set up through the settings tab

* **Order bumps** — Add additional offers in the Offer settings tab
* **Checkout fields** — Choose which customer fields (name, address, phone, etc.) appear at checkout
* **Custom fields** — Collect extra info from customers
* **Service agreement** — Include a custom terms acknowledgment
* **Button styling and text override** — These settings can be overridden at the individual checkout page level by disabling sync

You can also update the overall layout of your checkout by selecting a different template. From the **Checkout Templates** section, click **Update Template** to upload your own or choose **Browse Popular Templates** to select a ready-made option like the Simple Checkout template or the Course Product Checkout template, which is optimized for courses and includes a Course Outline block.

## Upgrading checkout

Learn how to upgrade Offers to Enhanced Checkout.

[Upgrade Offers to Enhanced Checkout](/articles/sales/checkout/upgrade-offers-to-the-enhanced-kajabi-checkout)

## Add checkout sections to website and landing pages

You can add checkout directly into your Kajabi landing and website pages using the **Checkout Section**. The Checkout Section is available in Encore Site 2.11.0 and Encore Page 2.11.0 or above. Any existing pages you wish to add a checkout section will need to be updated to these versions first.

To add a Checkout Section:

1. Open the **Website** tab from your Dashboard
2. Select **Landing Pages**
3. Open the page editor for your Page
4. Click **+ Add Section** from the sidebar
5. Under Offers & Pricing, select **Checkout** and click **Add**
6. Choose the offer you want tied to checkout
7. Click **Save**

<Note>
  **Note:**
  Only one checkout section will be displayed per page. If more than one is added, only the first will display.
</Note>

Just like the full page experience, checkout sections on website or landing pages inherit settings from the Offer unless you unsync and override them.

[Learn more about customizing your page](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

[Learn how to add sections to your pages](/articles/website/pages/add-sections-to-your-pages)

<div>
  <iframe />
</div>

## FAQs

### Can I use Enhanced Checkout with existing offers?

Yes. [Learn more about upgrading existing offers](/articles/sales/checkout/upgrade-offers-to-the-enhanced-kajabi-checkout).

### Can I use this on multiple offers?

Each offer gets one themed checkout page. If you'd like to reuse the same template across multiple offers, you can export the checkout template from **Offer Settings**, then **Checkout Template** and upload the ZIP file to your other offers.

For flexibility within a single offer, you can create [multiple pricing options](/articles/sales/checkout/add-pricing-options-to-an-offer-with-enhanced-checkout). You can also use [Kajabi Cart](/articles/sales/checkout/kajabi-cart-overview) to sell multiple products in a shopping cart format.

### Will the checkout URL change when I upgrade?

No, the URL will stay the same.

### Where are my custom fields?

They now live in the **Offer Settings** tab and apply to Enhanced Checkout, Popup Checkout, Legacy Checkout, and the checkout block on landing and website pages.

### Where do I set up an order bump?

Order bump settings are now located in the **Offer Settings** tab.

### Do themed checkouts support order bumps and custom fields?

Yes. These are inherited from the offer settings.

### Why don't I see the checkout section in my website and landing pages?

The Checkout Section is available in Encore Site 2.11.0 and Encore Page 2.11.0 or above. Any existing pages you wish to add a checkout section will need to be updated to these versions first.

### Are my checkout header and footer tracking codes from my site checkout settings applied?

Yes. Any checkout tracking codes that are added to your site's Checkout Settings are automatically applied to Enhanced Checkout pages. To disable these settings per offer, click on **Edit Checkout** on an offer page, click on the **Checkout** section, and uncheck the settings for **Include header tracking code** and **Include footer tracking code**.

### Will purchases made in Enhanced Checkout appear in my Google Analytics integration?

Yes. If your Kajabi account is connected to Google Analytics, all transactions made in Enhanced Checkout will trigger a Google Analytics purchase event. [Learn how to connect Google Analytics with Kajabi](/articles/api-integrations/analytics-integrations/connect-google-analytics-with-kajabi).

### Will purchases made in Enhanced Checkout appear in my Meta Pixel integration?

Yes. If your Kajabi account is connected to Meta Pixel, all transactions made in Enhanced Checkout will trigger a Meta purchase event. [Learn how to connect Meta Pixel with Kajabi](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi).


# Germany's withdrawal button requirement: what it means for your offers
Source: https://help.kajabi.com/articles/sales/checkout/germany-withdrawal-button



*A new German law arrives June 19, 2026. Here's what it asks for, why it may not change much for most offers, and how to handle it in Kajabi.*

Starting June 19, 2026, a new German law (Section 356a of the German Civil Code, putting EU Directive 2023/2673 into effect) asks online sellers to give customers in Germany a simple **withdrawal button**. If you sell to customers in Germany, this page walks through what the law covers and what, if anything, you need to do.

The short version: this is about the **14-day cooling-off right** — a customer's right to back out of certain online purchases within 14 days and get a refund. The button is just an easy, built-in way for them to do that. For a lot of Kajabi offers, this right may not apply at all. Here's how to tell.

## What the law is about

When someone buys certain things online, they get 14 days to change their mind, withdraw from the purchase, and receive a refund. The new law says that where this right exists, you have to give the customer a clear button to use it — rather than making them hunt for an email address or jump through hoops.

Where the right applies, the law expects the button to:

* Be easy to find and clearly labeled (for example, "Withdraw from contract")
* Sit somewhere obvious, like the customer's account or order page
* Take two clicks to confirm
* Collect the customer's name, the order or contract it relates to, and how to reach them
* Send the customer a prompt confirmation, in a lasting form such as email

## Why this may not apply to most of your offers

Most Kajabi offers hand the customer something they can use right away — a course they can start, a download they can open, a coaching package they can begin booking. For digital content like this, the 14-day withdrawal right can fall away. But it doesn't disappear on its own just because the content is available.

It falls away when the customer, at checkout, **agrees to get immediate access and acknowledges that doing so gives up their 14-day withdrawal right**. That agreement is what removes the right — not the fact that the course is sitting there ready to go. So the practical path for most offers is "we ask the customer to agree to immediate access, and we capture that agreement."

## How to capture agreement at checkout

The simplest place to handle this is right at checkout. You ask the customer to agree to immediate access and to acknowledge that, by taking it, they're giving up their 14-day withdrawal right — and you make that a required step before they can buy.

Here's how to set it up on [Enhanced Checkout](/articles/sales/checkout/enhanced-checkout-overview):

1. Open the Sales tab in your Dashboard.
2. Click Pricing.
3. Open the offer you want, or create a new one.
4. Go to the Settings tab.
5. Under Service agreement, choose Custom service agreement.
6. Add your agreement text — see the note on wording below.
7. Click Save.

<Frame>
  <img alt="Status And Kajabi Admin Offers 2150653444 Settings Edit" />
</Frame>

Once it's a custom service agreement, customers must accept it before they can check out, so you capture the acknowledgment for every sale.

<Note>
  **Prefer a secondary checkbox?** In the Checkout Editor, add a Checkbox custom field, label it with the acknowledgment, and mark it Required. [Learn more.](/articles/sales/checkout/how-to-add-a-second-checkbox-to-your-checkout-for-compliance-requirements)
</Note>

A word on wording: to give up the 14-day withdrawal right, the customer has to do two things in the acknowledgment:

1. Ask you to start right away, before the 14 days are up.
2. Confirm they understand that doing so means they lose the right to withdraw. Both parts have to be there. The wording that actually holds up depends on your offers and how you sell, so it's worth having a licensed attorney confirm it before you go live. 

A word on wording: to give up the 14-day withdrawal right, the customer has to do two things in the acknowledgment:

1. Ask you to start right away, before the 14 days are up.
2. Confirm they understand that doing so means they lose the right to withdraw. Both parts have to be there. The wording that actually holds up depends on your offers and how you sell, so it's worth having a licensed attorney confirm it before you go live. 

<Tip>
  **On a Legacy checkout template?** Setup differs — check your checkout's **Additional Settings**.
</Tip>

## What Kajabi offers today

Kajabi doesn't have a built-in withdrawal button. If you decide an offer carries the withdrawal right and you need to give customers a button, putting that in place is your responsibility — for example, a dedicated page, contact route, or custom link in the customer's account that does what the law expects: a clear label, a confirmation step, the details collected, and a confirmation sent to the customer. 

**A quick but important note:** This page is for general information only and isn't legal advice. Whether the withdrawal right applies to your offers — and what your checkout language needs to say — depends on your specific situation, so check with a licensed attorney in your area before relying on anything here. You're responsible for determining which laws apply to your business.


# Change the zip code or postal ID field at checkout
Source: https://help.kajabi.com/articles/sales/checkout/how-do-i-change-the-zip-code-or-postal-id-field-at-checkout

Understand how the zip code or postal ID field automatically adjusts based on the customer's card.

## Overview

You don't need to manually configure the zip code or postal ID field on your checkout pages. The field automatically changes based on the card type and issuing country detected from the customer's payment information.

When a customer enters their card details, the checkout system identifies the card's country of origin and adjusts the postal code field accordingly:

* **United States**: Displays as "Zip Code" and accepts 5-digit or 9-digit ZIP codes
* **Canada**: Displays as "Postal Code" and accepts Canadian postal code format
* **United Kingdom**: Displays as "Postcode" and accepts UK postcode format
* **Other countries**: Adapts to the appropriate format for the detected region

This automatic adjustment ensures customers see familiar terminology and formatting for their location, reducing confusion and checkout friction.


# Add a JavaScript tracking code to checkout pages
Source: https://help.kajabi.com/articles/sales/checkout/how-to-add-a-javascript-tracking-code-to-your-checkout-pages

Add tracking codes like Google Analytics to checkout pages to monitor customer behavior.

## Overview

Tracking codes from services like Google Analytics, Meta Pixel, or other analytics platforms help you understand how customers interact with your checkout pages. You can add these codes to monitor conversions, retarget visitors, and measure the effectiveness of your marketing campaigns.

<Warning>
  **Warning:** Custom JavaScript code runs on your checkout pages and has access to page content. Only add tracking codes from trusted sources. Malicious code could compromise your checkout security or customer data.
</Warning>

## Add, edit, or remove a tracking code

Tracking codes for checkout pages are added through your site's Checkout Settings, separate from the Header Page Scripts field used for other pages.

1. From the Dashboard, click **Settings.**
2. Click **Checkout.**
3. In the **Tracking Code** section, paste your JavaScript code into the **Header Tracking Code** or **Footer Tracking Code** field.
   1. Update or clear the content in the same areas to edit or remove tracking code.
4. Click **Save.**

<Note>
  **Note:** Tracking codes added here apply to all checkout pages across your site. To disable tracking on a specific offer's Enhanced Checkout page, open the offer, click Edit Checkout, click the Checkout section, and toggle off Include header tracking code or Include footer tracking code.
</Note>

<Frame>
  <img alt="Trackcode1" />
</Frame>

<Frame>
  <img alt="Trackcode2" />
</Frame>

## Google Analytics and Meta Pixel purchase events

If your Kajabi account is connected to Google Analytics or Meta Pixel, you do not need to add manual tracking code to capture purchases. Enhanced Checkout automatically triggers a purchase event for both integrations when a transaction is completed.

<Tip>
  **Tip:** Learn how to connect [Google Analytics](https://help.kajabi.com/articles/api-integrations/analytics-integrations/connect-google-analytics-with-kajabi) and [Meta Pixel](https://help.kajabi.com/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi) with Kajabi.
</Tip>


# Add a second checkbox to checkout for compliance
Source: https://help.kajabi.com/articles/sales/checkout/how-to-add-a-second-checkbox-to-your-checkout-for-compliance-requirements

Add custom checkboxes to a checkout page for compliance requirements like EU Consumer Rights.

## Overview

Some regions and business types require additional customer acknowledgments during checkout. For example, EU Consumer Rights regulations may require customers to explicitly confirm they understand their rights. You can add a second checkbox to your checkout page to capture these acknowledgments.

Kajabi's checkout already includes a built-in [<u>service agreement</u>](https://help.kajabi.com/articles/sales/offers/how-to-customize-your-checkout-fields#service-agreement) option that lets you require customers to accept your Terms and Conditions, including a custom one. If you need a second, separate acknowledgment on top of that, review how to add it below.

<Note>
  **Note:** This article provides general guidance on adding compliance checkboxes. For specific legal requirements, consult with a qualified legal professional familiar with the regulations in your region.
</Note>

## **Add a second checkbox to checkout**

<div>
  <iframe />
</div>

1. From your Kajabi dashboard, go to **Sales** > **Pricing**.
2. Select the offer you want to update.
3. Click the **Settings** tab of that **Offer**.
4. In the **Customize your checkout** section, click **+ Add custom field**.
5. Select **Create new custom fields**.
6. Enter a **Title** for your new field. This is the text customers will see at checkout.
7. Under **Type**, select **Checkbox**.
8. Toggle on **Make this field required**.
9. Click **Save**.

Your new checkbox will now appear on the checkout page. To add it to additional offers, go to **Sales** > **Pricing**, select the offer, go to the **Settings** tab, and click **+ Add custom field**.


# Add order bumps to an offer
Source: https://help.kajabi.com/articles/sales/checkout/how-to-add-an-order-bump-to-your-offer



**Order bumps** are optional add-ons a customer can include in their purchase directly from the checkout page. Each bump appears alongside the primary offer at checkout, letting customers add it to their order with a single click before submitting payment.

## **Before you begin**

Order bumps are available on all offers. To add up to six order bumps to a single offer, your offer must meet additional requirements. See Multiple order bumps below for details.

## **Add or remove an order bump**

1. From your dashboard, navigate to **Sales** > **Offers** and open the offer you want to edit.
2. Select **Settings**.
3. Scroll to the **Order bumps** section.
4. Click **Add an order bump** and search for the offer you want to add as a bump.
   <Frame>
     <img alt="Hc Draft Add Order Bumps To An Offer Google Docs" />
   </Frame>
5. To customize how the bump appears at checkout, click the pencil icon to edit its **Title**, override or expand the **Description**, and change the **Image**. These fields are pre-filled from the selected offer but can be overridden.
   <Frame>
     <img alt="Image" />
   </Frame>
6. Click **Confirm** to save.

To remove a bump, click the trash icon on the bump row and confirm. This only removes it from this offer's checkout, the underlying offer is not deleted.

## **Multiple order bumps**

With [**<u>Enhanced Checkout</u>**](https://help.kajabi.com/articles/sales/checkout/enhanced-checkout-overview), you can add up to six order bumps to a single offer. Each bump appears as a selectable card in the checkout summary, and customers can choose any combination before paying.

<Frame>
  <img alt="Hc Draft Add Order Bumps To An Offer Google Docs (2)" />
</Frame>

When the customer submits, the primary offer and any selected bumps are processed in a single transaction. The customer receives access to the products associated with each item they purchased.

### **Reorder bumps**

Drag and drop bumps to change the order they appear at checkout. The first bump in the list is also the one displayed on legacy checkouts that do not support multiple bumps.

### **Requirements for multiple order bumps**

To support more than one order bump, the primary offer must:

* Use [**<u>Enhanced Checkout</u>**](https://help.kajabi.com/articles/sales/checkout/enhanced-checkout-overview) 
* Be a **paid, one-time payment** offer. Subscriptions, payment plans, and free offers support only one order bump at this time.
* Have **no pricing options**

Each additional bump offer must also:

* Be a **one-time payment** type
* Have **no pricing options**
* Use the **same currency** as the primary offer

The first bump has slightly more flexibility when it is the only bump on an offer: it can be a subscription or recurring offer. Once you add a second bump, the first must also be a one-time payment offer.

## **How multiple order bumps affect Webhooks**

With multiple order bumps, one-time primary offers and one-time order bumps are now grouped into a single payment transaction, rather than each being charged as a separate transaction. Customers see the full price in one place at checkout and are charged a single amount, which helps improve authorization rates and reduce payment processing costs since the fixed per-transaction fee is only applied once.

If your workflows rely on the Payment Succeeded or Purchase Created webhooks through a Zapier integration or other, review the changes below to ensure your automations continue to work as expected.

For more information, see [Webhook Changes with the Introduction of Multiple Order Bumps](https://help.kajabi.com/articles/api-integrations/webhooks/webhook-changes). 

### **Payment Succeeded / New Payment**

Previously, each offer in a checkout, including the primary offer and any order bump, was charged as its own separate transaction, and each transaction fired its own **Payment Succeeded** event.

Now, **all one-time** items in the checkout are grouped into a single transaction, so only one **Payment Succeeded** event fires per checkout, regardless of how many one-time bumps were selected.

The offer fields in that event, including offer ID, title, and pricing type, will contain comma-separated values when the order includes more than one offer.

If your workflow references any of those offer fields, you may need to update it to handle comma-separated values where you previously received a single value.

### **Purchase Created / New Purchase**

The **Purchase Created** webhook still fires **once per offer purchased**, the same behavior as before. If a customer's order includes the primary offer and two bumps, you receive **three separate events**.

What has changed is the **transaction amount fields**. Each event now reflects the **total value of the entire order**, not the price of the individual offer in that event. Each event also includes an offer-level amount specific to that offer.

<Warning>
  **Important:** If you use this webhook to track revenue, for example by summing `amount_paid` across records, switch to using the offer-level amounts to avoid overcounting in the event that a transaction contains multiple items. The transaction amounts and the `amount_paid` field reflects the full order total and will cause overcounting if summed across the multiple events that fire for the same transaction.
</Warning>

**Example:** A customer purchases a \$50 primary offer and two \$20 order bumps. Total transaction: \$90. You receive three **Purchase Created** events. All three share the same `transaction_id` and the same `amount_paid` of \$90. The offer’s `total_amount` on each event reflects that individual offer's price: \$50, \$20, and \$20 respectively.

## **Tax calculation for order bumps**

Tax is calculated individually per bump, not as a lump sum. Each selected bump's tax appears as its own line item in the order summary and updates in real time as bumps are added or removed. All bumps follow the primary offer's tax settings, including whether tax is inclusive or exclusive.

<Warning>
  **Important:** If the primary offer is not taxable, any bump offers that are taxable will be hidden from the checkout and will not appear to customers.
</Warning>

## **FAQs**

### **Do coupons apply to order bumps?**

Coupons apply to the primary offer only.

### **How does affiliate tracking work with order bumps?**

The entire checkout, including all selected bumps, is attributed to a single affiliate based on the referral link the customer used. Commission is determined per offer, not per checkout. An affiliate earns commission on a bump only if that specific bump offer or primary offer has affiliate commission enabled. 

### **Does this work with Pop-up Checkout?**

Multiple order bumps are supported on [**<u>Enhanced Checkout</u>**](https://help.kajabi.com/articles/sales/checkout/enhanced-checkout-overview) only. Pop-up checkout supports a single order bump only.

### **What happens if a bump uses a different currency than my primary offer?**

Bumps that do not match the primary offer's currency are automatically hidden at checkout. If a bump is not showing up, check that the bump offer's currency matches the primary offer.

### **Can I use multiple order bumps on a subscription or payment plan offer?**

Not at this time. The primary offer must be a paid, one-time payment to support more than one bump. You can still add a single order bump to subscription or payment plan offers.

### **What if my primary offer is not taxable but a bump is?**

Taxable bumps are hidden from the checkout when the primary offer is not taxable. They will not appear to customers, and no error is shown. To resolve this, either enable tax on the primary offer or remove the tax configuration from the bump offer.

### **Are order bumps available for gift purchases?**

No. Order bumps are not displayed when a customer is making a gift purchase.


# Add terms and conditions to an offer (legacy checkout)
Source: https://help.kajabi.com/articles/sales/checkout/how-to-add-terms-and-conditions-to-an-offer-legacy-checkout

Add a terms and conditions agreement to a legacy checkout page that customers must accept.

## Overview

Require customers to agree to your terms and conditions before completing their purchase on legacy checkout pages. Adding terms and conditions to your offer ensures customers acknowledge and accept your policies before purchasing. This is important for legal compliance and setting clear expectations.

<Note>
  **Note:** This article applies to legacy checkout. If you're using Enhanced Checkout, terms and conditions are configured differently.
</Note>

## Add terms and conditions

<div>
  <iframe />
</div>

## Edit or remove terms and conditions

<div>
  <iframe />
</div>

<Tip>
  **Tip:** You can create custom agreements tailored to your specific business needs, such as refund policies, usage guidelines, or privacy notices.
</Tip>


# Add testimonials to an offer
Source: https://help.kajabi.com/articles/sales/checkout/how-to-add-testimonials-to-your-offer

Add customer testimonials to a checkout page to build trust and increase conversions.

## Overview

Customer testimonials help build credibility and trust with potential customers during the checkout process. You can add testimonials from satisfied customers directly to your offer's checkout page. Testimonials display customer feedback, helping to reassure new customers and improve conversion rates.

## Add a testimonial

<div>
  <iframe />
</div>

## Edit or remove a testimonial

<div>
  <iframe />
</div>


# Change checkout page opt-in settings
Source: https://help.kajabi.com/articles/sales/checkout/how-to-change-checkout-page-opt-in-settings

Configure email opt-in and saved card storage settings on a checkout page for customer privacy.

## Overview

Your checkout page includes options for customers to opt in to email marketing and save their payment information for future purchases. Configuring these settings correctly helps you grow your email list while respecting customer privacy and complying with data protection regulations.

## Configure email opt-in settings

Control your customers' ability to subscribe to your marketing emails when purchasing your Offer(s).

1. Go to **Settings** > **Checkout**
2. In the **Email Opt-in** section, under **Enable email list opt-in**, choose between:
   1. **Unchecked opt-in box** (Recommended): Customers can choose to subscribe to your email list during their Offer purchase by checking an opt-in box at checkout.
   2. **Pre-checked opt-in box**: The opt-in checkbox is selected by default at checkout and customers can choose to uncheck this option.
   3. **Disabled**: The opt-in checkbox will be hidden at checkout and customers will not be subscribed to your email list.
3. Click **Save**

<img alt="Email opt-in checkbox settings" />

<Warning>
  **Warning:** Depending on your location and where your customers are located, you may be required to use unchecked opt-in boxes by default. Review GDPR, CAN-SPAM, and other applicable privacy regulations to ensure your opt-in settings are compliant.
</Warning>

## Configure saved card storage settings

Allow customers to save their payment information for faster future purchases.

<div>
  <iframe />
</div>

1. Go to **Settings** > **Checkout**
2. In the **Card Storage Opt-in** section, choose between:
   1. **Opted-out by default** (Recommended): Customers can choose to store their credit card information on your site by selecting the opt-in checkbox. If the customer does not select the checkbox to opt-in, their financial information will not be stored on your site.
   2. **Opted-in by default**: The opt-in checkbox will be pre-selected during checkout. This setting will store your customer's financial information on your site by default. Your customer must deselect the checkbox to opt-out.
   3. **Disabled**: The opt-in checkbox will be hidden and your customers cannot store their financial information when purchasing a one-time payment Offer.
3. Click **Save**

<img alt="Save card storage settings" />

<Warning>
  **Warning:** When enabling card storage, ensure you have appropriate privacy policies in place that disclose how customer payment information is stored and protected. This helps maintain customer trust and regulatory compliance.
</Warning>

<div>
  <iframe />
</div>


# Change checkout layout for mobile devices
Source: https://help.kajabi.com/articles/sales/checkout/how-to-change-your-checkout-layout-for-mobile-devices

Customize where the checkout form appears on mobile devices for a better customer experience.

More customers are completing purchases on their mobile devices than ever before. You can optimize their experience by choosing where the checkout form appears on mobile screens. Positioning the form at the top makes it immediately visible, while placing it below your content lets customers see your offer details first.

## Change mobile checkout form position for a new offer

Set up your preferred mobile layout when creating a new offer.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Click **New Offer** to [create a new offer](/articles/sales/offers/create-an-offer)
3. Click **Checkout** in the left sidebar
4. Scroll to the **Mobile layout** section
5. Select your preferred form position:
   * **Form on top** - The checkout form appears at the top of the screen
   * **Form below content** - Your offer content appears first, with the form below
6. Click **Save**

<img alt="Mobile checkout with form on top" />

## Change mobile checkout form position for an existing offer

Update the mobile layout on checkout pages you've already created.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Select the offer with the checkout page you want to modify
3. Click **Checkout** in the left sidebar
4. Scroll to the **Mobile layout** section
5. Select your preferred form position
6. Click **Save**

<img alt="Mobile checkout with form below content" />


# Copy a checkout page link
Source: https://help.kajabi.com/articles/sales/checkout/how-to-copy-your-checkout-page-link

Copy a checkout page URL to share it with potential customers through social media, email, or your website.

Once you've created an offer with a checkout page, you'll need the direct link to share it with potential customers. Whether you're promoting on social media, adding the link to your website, or sharing it in an email, copying a checkout page link is quick and easy.

## Copy the checkout link from a new offer

Get your checkout page link immediately after creating a new offer.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Create your offer and configure the checkout page
3. Click **Save** to finalize your offer
4. Click the **Copy link** button next to your checkout URL

## Copy the checkout link from an existing offer

Find and copy the checkout link for offers you've already created.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Select the offer with the checkout page you want to share
3. Click **Checkout** in the left sidebar
4. Click the **Copy link** button next to your checkout URL

<Tip>
  **Tip:** You can paste this link directly into your social media posts, email campaigns, or anywhere you want to drive sales. Consider using a URL shortener if you're sharing on platforms with character limits.
</Tip>


# Disable the purchase confirmation email
Source: https://help.kajabi.com/articles/sales/checkout/how-to-disable-the-purchase-confirmation-email

Turn off the automatic purchase confirmation email sent to customers after they complete a purchase.

By default, Kajabi sends an automatic confirmation email to customers after they complete a purchase. If you prefer to handle post-purchase communication through your own email sequences or want to reduce the number of emails your customers receive, you can disable this confirmation email.

## Disable the confirmation email

1. Go to **Sales** > **Pricing**
2. Select the offer you want to modify
3. Select the **Purchase flow** tab.
4. In the **Post-purchase** section, select **None** for **Post-purchase email**.
5. Click **Save**.

<img alt="Postpurchase Email" />

<Warning>
  **Warning:** Disabling this email means customers will not receive an automated receipt or confirmation from Kajabi. Consider setting up your own email automation if you still want to send a welcome message or receipt.
</Warning>


# Edit the text on the checkout page
Source: https://help.kajabi.com/articles/sales/checkout/how-to-edit-the-text-on-the-checkout-page

Customize the text displayed on a checkout page to match your brand voice and messaging.

Your **Checkout page** text plays an important role in guiding customers through the purchase process. You can customize headlines, descriptions, and button text to better reflect your brand and communicate value to potential buyers on both new and existing checkout pages.

<img alt="Change Checkout Page Text" />

## Edit text on a new checkout page

Set up your custom checkout text when creating a new offer.

1. Go to **Sales** > **Pricing**
2. Click **+New Offer** and follow the Offer creation flow. [**Learn more**](/articles/sales/offers/create-an-offer)
3. Select the **Settings** tab.
4. Under **Checkout template**, click **Customize**
5. Select any **Block** and edit text as desired
6. Click **Save** to apply your changes

## Edit text on an existing checkout page

Update the text on checkout pages you've already created.

1. Go to **Sales** > **Pricing**
2. Click **+New Offer** and follow the Offer creation flow. [**Learn more**](/articles/sales/offers/create-an-offer)
3. Select the **Settings** tab.
4. Under **Checkout template**, click **Customize**
5. Select any **Block** and edit text as desired
6. Click **Save** to apply your changes


# Remove the banner from a checkout page
Source: https://help.kajabi.com/articles/sales/checkout/how-to-remove-the-banner-from-your-checkout-page

Remove the banner image from a checkout page for a cleaner, more streamlined design.

Your checkout page includes a customizable banner image by default. If you prefer a cleaner look or want to minimize distractions during the purchase process, you can remove this banner from both new and existing checkout pages.

## Remove the banner from a new checkout page

When creating a new checkout page, you can choose to exclude the banner image from the start.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Select the offer you want to edit
3. Click **Checkout** in the left sidebar
4. Scroll to the **Banner** section
5. Toggle off the banner option
6. Click **Save**

## Remove the banner from an existing checkout page

You can also remove the banner from checkout pages you've already created.

<div>
  <iframe />
</div>

1. Go to **Sales** > **Pricing**
2. Select the offer with the checkout page you want to modify
3. Click **Checkout** in the left sidebar
4. Scroll to the **Banner** section
5. Toggle off the banner option
6. Click **Save**


# Sending Checkout Abandonment Emails
Source: https://help.kajabi.com/articles/sales/checkout/how-to-send-an-email-after-a-customer-abandons-cart

Set up automated cart abandonment emails to recover lost sales when customers leave checkout early.

Checkout abandonment emails are automatic follow-up emails sent to people who enter their email at your checkout page but don't complete their purchase. You can choose to send these emails to everyone who starts checkout or limit them to existing customers only.

<Info>
  **Note:** Checkout abandonment emails do not currently apply to [Invoices ](https://help.kajabi.com/en/articles/12695449-invoicing-with-kajabi-payments)or [Cart](https://help.kajabi.com/en/articles/12695583-kajabi-cart-overview).
</Info>

## **Enable Checkout Abandonment Emails**

To enable checkout abandonment emails:

1. From your Kajabi dashboard, go to **Sales > Offers**.
2. Select the offer you want to configure.
3. Click the **Settings** tab of the **Offer**.
4. Scroll down to the **Notifications** card.
5. Toggle on **Send checkout abandonment emails**.
6. Under **Choose recipients**, select who should receive the email.
7. Under **Send an email reminder**, choose when the email should be sent after a checkout is abandoned (e.g., 1, 6, 10, 24 hours later).
8. Click **Save**.

<Frame>
  <img alt="Abandoned1" />
</Frame>

To customize the email content, click **Edit email template** below the settings to open the email template editor.

<Frame>
  <img alt="Abandoned2" />
</Frame>

## **Choosing Your Recipients**

You have two options for who receives checkout abandonment emails.

### **All Visitors**

The reminder email is sent to anyone who enters their email address during checkout but doesn't complete their purchase. This includes brand-new visitors and existing contacts or customers.

### **Customers only**

The reminder email is only sent to people who have purchased from you in the past. Visitors who have not purchased from you prior will not receive this email.

For a customer to be recognized under this setting, one of the following must be true:

* **The customer is logged in**: If someone is already signed into their account when they visit your checkout page, they will receive the reminder email if they don't complete their purchase.
* **The customer's email is recognized at checkout**: If your offer has the **"Require new customers to create password at checkout"** setting enabled, the email address is checked as it's entered. If it matches an existing contact, they become eligible for the reminder email even if they aren't logged in.

<Info>
  **Note:** If **Customers only** is selected and **"Require new customers to create password at checkout"** is not enabled, only logged-in customers will receive the reminder. A contact who visits checkout without being logged in will not receive an email, even if their email address exists in your contact list.
</Info>

## **How email capture works**

When a visitor types their email into the checkout form, Kajabi captures that email address in the background. This is what allows a checkout abandonment email to be sent even if the visitor never completes their purchase.

Once someone becomes eligible, the system waits for the reminder delay you selected. After that period:

* If the person **has not completed their purchase**, the reminder email is sent.
* If the person **has completed their purchase** during the waiting period, no email is sent.

The person must not have already purchased or been granted access to the offer within the last 14 days. Here's an example of what your customers will receive:

<Frame>
  <img alt="Abandoned3" />
</Frame>

<Info>
  **Note**: The same contact will not receive more than one abandonment email for the same offer within a **72-hour window**, even if they visit the checkout page multiple times.
</Info>

## **Tracking Performance**

Once your checkout abandonment emails are running, you can monitor their performance in the Revenue Recovered from Abandoned Checkout Emails report which shows key metrics including how many emails were sent, opened, and clicked, as well as how many checkouts were recovered and how much revenue was generated.

To access the report, go to **Analytics > Revenue Recovered from Abandoned Checkout Emails**.

For a full breakdown of the report and its metrics, refer to [Report: Revenue Recovered from Abandoned Checkout Emails](https://help.kajabi.com/en/articles/14478981).


# Set up a donation button on a Kajabi page
Source: https://help.kajabi.com/articles/sales/checkout/how-to-set-up-a-donation-button-on-your-kajabi-page

Add a PayPal donation button to Kajabi pages to accept contributions from your audience.

## Overview

If you run a nonprofit organization or want to accept voluntary contributions from your audience, you can add a PayPal donation button to your Kajabi pages. This allows visitors to support your cause directly without going through a traditional checkout process.

PayPal provides a straightforward way to create and embed donation buttons that handle secure payment processing.

<div>
  <iframe />
</div>

## Create a PayPal donation button

**To create a donation button in PayPal:**

1. Log in to your PayPal Business account.
2. Navigate to **PayPal Buttons** or **Donate Button** in your account settings.
3. Customize your button appearance and donation options.
4. Set your preferred currency and any preset donation amounts.
5. Copy the generated HTML embed code.

<div>
  <iframe />
</div>

## Add the donation button to a Kajabi page

**To embed the PayPal donation button on your page:**

1. Open the **Website** tab from your Dashboard.
2. Navigate to the page where you want to add the donation button.
3. Click **Edit** to open the page builder.
4. Add a **Custom Code** or **HTML** section to your page.
5. Paste the PayPal embed code into the code field.
6. Click **Save** to publish your changes.

<div>
  <iframe />
</div>

<Warning>
  **Warning:**

  When adding custom code to your pages, only use code from trusted sources. Malicious code can compromise your site's security and your visitors' data. PayPal's official donation button code is safe to use, but avoid copying code from unknown or unverified sources.
</Warning>

## Donation button best practices

* **Position prominently** on your page where visitors can easily find it
* **Explain the cause** with clear messaging about how donations will be used
* **Offer preset amounts** to make it easier for donors to choose
* **Thank donors** with a custom confirmation message or redirect page

## FAQs

### Do I need a PayPal Business account?

Yes, PayPal requires a Business account to create donation buttons. Personal accounts cannot generate donation button code.

### Can I accept donations through Kajabi Payments instead?

Kajabi Payments is designed for product sales rather than donations. For donation functionality, PayPal's dedicated donation button is the recommended approach.

### Will donation transactions appear in my Kajabi dashboard?

No, PayPal donations are processed entirely through PayPal and won't appear in your Kajabi sales reports. You can track donations in your PayPal account.

### Can I customize the donation button appearance?

PayPal offers several button styles and sizes during the creation process. You can also use custom CSS within Kajabi to further style the button container.


# Update checkout from 2016 to 2018
Source: https://help.kajabi.com/articles/sales/checkout/how-to-update-your-checkout-from-2016-to-2018

Switch from the legacy 2016 checkout to the 2018 checkout for improved features and customer experience.

## Overview

Kajabi's 2018 checkout provides an improved purchase experience with better mobile responsiveness, streamlined design, and enhanced features compared to the legacy 2016 checkout. Updating to the 2018 checkout ensures your customers have a modern, optimized buying experience.

<div>
  <iframe />
</div>

## Benefits of the 2018 checkout

The 2018 checkout includes several improvements over the 2016 version:

* **Responsive design** that adapts to mobile devices and tablets
* **Cleaner layout** with improved visual hierarchy
* **Faster load times** for better conversion rates
* **Cart abandonment features** to recover lost sales
* **Updated payment form** with better user experience

## Switch to the 2018 checkout

**To update your checkout from 2016 to 2018:**

1. Open the **Settings** tab from your Dashboard.
2. Click **Checkout Settings**.
3. Locate the **Checkout Version** section.
4. Select **2018 Checkout**.
5. Click **Save** to apply your changes.

<Note>
  **Note:**

  After switching, review your checkout pages to ensure they display correctly. Test a purchase using Kajabi's test mode to confirm everything works as expected.
</Note>

## What to expect after updating

Once you switch to the 2018 checkout:

* All existing Offers will use the updated checkout automatically
* Customer purchase history remains intact
* Active subscriptions continue without interruption
* Cart abandonment emails become available (if enabled)

## FAQs

### Can I switch back to the 2016 checkout?

Yes, you can switch between checkout versions at any time through your Checkout Settings. However, the 2018 checkout is recommended for the best customer experience.

### Will updating affect my existing customers?

Existing customers and their subscriptions are not affected. The update only changes the checkout experience for future purchases.

### Do I need to update my Offer pages?

Your Offer pages will automatically use the selected checkout version. No additional changes are required to your existing Offers.


# Update the optional login requirement
Source: https://help.kajabi.com/articles/sales/checkout/how-to-update-your-optional-login-requirement

Configure how customers log in during checkout to streamline the purchase experience.

## Overview

Kajabi allows you to customize the login requirements for your checkout pages. You can choose whether customers must create an account, can optionally log in, or can check out as guests. The right setting depends on your business model and how you want customers to interact with your products.

<Note>
  **Note:**

  Availability of the login requirement settings varies depending on the version of the checkout feature:

  * 2016 Legacy Checkout - not compatible
  * 2018 Legacy Checkout - compatible
  * Checkout 2.0 - not compatible

  [Learn more about legacy checkout versions.](/articles/sales/checkout/2018-checkout-vs-2016-legacy-checkout-templates#2018-checkout-vs-2016-legacy-checkout-templates)
</Note>

## Login requirement options

Kajabi offers three login requirement settings for your checkout:

* **Required** - Customers must create an account or log in to complete their purchase. Best for products that require ongoing access, such as courses or memberships.
* **Optional** - Customers can choose to create an account or check out without one. Provides flexibility while still encouraging account creation.
* **Disabled** - Customers check out without creating an account. Best for one-time purchases like downloads or physical products that don't require login access.

<img alt="Login requirement options" />

## Update the login requirement

**To change the login requirement for your checkout:**

1. Open the **Settings** tab from your Dashboard.
2. Click **Checkout Settings**.
3. Locate the **Login Requirement** section.
4. Select your preferred option: **Required**, **Optional**, or **Disabled**.
5. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

<img alt="Checkout settings page" />

## Choosing the right setting

### When to require login

Require login when your products need ongoing access:

* Online courses with multiple lessons
* Membership sites with gated content
* Community access
* Coaching programs with scheduled sessions

### When to make login optional

Use optional login when you want flexibility:

* Mixed product catalogs with different access requirements
* Audiences who prefer quick checkout experiences
* Testing which approach converts better for your audience

### When to disable login

Disable login for simple transactions:

* One-time downloadable products
* Physical merchandise
* Event tickets without ongoing access

## FAQs

### Can I set different login requirements for different Offers?

The login requirement setting applies to all checkouts on your site. You cannot set different requirements for individual Offers.

### What happens to customers who check out without an account?

Customers who check out without an account still receive purchase confirmation emails and can access any digital files included in their purchase. However, they won't have a login to access ongoing content.

### Can customers create an account later?

Yes, customers who checked out without an account can create one later by using the password reset feature with the email address they used during checkout.


# Use a custom message for checkout email opt-in
Source: https://help.kajabi.com/articles/sales/checkout/how-to-use-a-custom-message-for-your-checkout-email-opt-in

Customize the email opt-in message displayed on checkout pages to improve customer consent and compliance.

## Overview

Your checkout page includes an email opt-in checkbox that allows customers to subscribe to your marketing emails when completing a purchase. You can customize this message to better reflect your brand voice and clearly communicate what customers are signing up for.

Customizing this message helps you build trust with customers by being transparent about how their email will be used, while also ensuring compliance with email marketing regulations.

<div>
  <iframe />
</div>

## Customize the email opt-in message

**To update the email opt-in message on your checkout page:**

1. Open the **Settings** tab from your Dashboard.
2. Click **Checkout Settings**.
3. Locate the **Email Opt-in Message** field.
4. Enter your custom message in the text field.
5. Click **Save** to apply your changes.

<img alt="Email opt-in message settings" />

<Warning>
  **Warning:**

  Privacy laws such as GDPR, CAN-SPAM, and CASL require explicit consent before sending marketing emails. Make sure your opt-in message clearly states that customers are agreeing to receive marketing communications. Failing to obtain proper consent can result in legal penalties and damage to your sender reputation.
</Warning>

## Best practices for email opt-in messages

* **Be specific** about what subscribers will receive (newsletters, promotions, course updates)
* **Keep it concise** so customers understand the value without reading a lengthy paragraph
* **Avoid pre-checked boxes** to ensure customers actively choose to opt in
* **Mention frequency** if you send emails regularly (weekly tips, monthly updates)

## FAQs

### Where does the email opt-in checkbox appear?

The checkbox displays on your checkout page, typically below the email address field. Customers see it when completing any Offer purchase.

### Will existing customers see the updated message?

Yes, your custom message appears for all customers going through checkout after you save your changes.

### What happens if a customer doesn't check the opt-in box?

Customers who don't check the box will still complete their purchase but won't be subscribed to your marketing email list. They will still receive transactional emails related to their purchase.


# Kajabi Cart overview
Source: https://help.kajabi.com/articles/sales/checkout/kajabi-cart-overview

Let customers purchase multiple products in one transaction with Kajabi Cart.

**Kajabi Cart** transforms your site into a full shopping experience where customers can browse, add multiple products, and checkout once. This is ideal for Heroes who sell multiple standalone products like courses, templates, or digital downloads.

Cart brings traditional e-commerce functionality to your Kajabi site. Instead of purchasing one Offer at a time, your customers can add several products to their cart and complete a single transaction. This streamlines the buying experience and can increase your average order value.

## Key benefits

* **Increase average order value** — Customers can purchase multiple products without going through checkout multiple times
* **Create a familiar shopping experience** — Cart works the way customers expect from e-commerce sites
* **Reduce checkout friction** — One payment for everything means less drop-off between purchases
* **Bundle products naturally** — Display related products together and let customers choose their combination
* **Simplify your sales pages** — Show multiple Offers on one page with add-to-cart buttons

## What you can do with Cart

### Create product catalog pages

Build pages that showcase multiple products with add-to-cart buttons. Customers can browse your offerings and add what interests them before checking out.

### Offer bundles and collections

Group related products together and encourage customers to purchase multiple items. Create themed collections or tiered bundles based on your content.

### Display cart across your site

Show a cart icon in your header or as a floating button so customers always know how to access their selections.

### Apply Coupons at checkout

Customers can apply Coupon codes when reviewing their cart, making it easy to offer discounts on multi-product purchases.

## How Cart works

1. Customer browses your Offers and clicks **Add to Cart** on products they want
2. Items are saved to their cart, visible via the cart icon
3. Customer clicks the cart to review their selections
4. Customer proceeds to checkout and completes one payment for all items
5. Customer receives access to all purchased products immediately

## Getting started with Cart

Setting up Cart takes just a few steps:

1. **Enable Cart** on your Website or Landing Pages
2. **Configure placement** — Choose where the cart icon appears
3. **Add buttons** to your pages with the Add to Cart action
4. **Create a cart page** where customers can review their items
5. **Test the experience** by adding items and completing a test purchase

For detailed setup instructions, see the [Cart setup guide](/articles/sales/checkout/kajabi-cart-setup-guide).

## Using Coupons with Cart

**Coupons** work with Cart to let you Offer discounts on multi-product purchases:

* **Percentage discounts** — Take a percentage off the total cart value
* **Fixed amount discounts** — Subtract a specific dollar amount from the total
* **Product-specific Coupons** — Apply discounts only to certain items in the cart

To enable a Coupon for Cart, edit the Coupon and turn on **Allow in Cart checkout**.

<Tip>
  **Tip:** Create special Coupons that only apply when customers have multiple items in their cart to encourage larger purchases.
</Tip>

## Compatible Offer types

Cart works with Offers that have one-time payment pricing:

* Courses with one-time payment
* Digital downloads
* Coaching packages with single payments
* Templates and resources

<Note>
  **Note:** Subscriptions and payment plans are not compatible with Cart. These Offer types require direct checkout to set up recurring billing.
</Note>

## FAQs

### Can customers save their cart for later?

Carts are saved in the customer's browser session. If they close the browser or clear cookies, the cart contents are lost. Encourage customers to complete their purchase in one session.

### Can I limit how many items customers can add?

There is no built-in limit on cart items. Customers can add as many compatible Offers as they want.

### Do order bumps work with Cart?

Order bumps are configured per Offer and appear during the standard checkout flow. For Cart purchases, customers see their selected items and can add more before payment.

### How do refunds work for Cart purchases?

You can refund individual items from a Cart purchase or the entire order. Each product in the order can be refunded separately through your payment processor.

### Can I track which products are purchased together?

Yes, your sales reports show which Offers were purchased in the same transaction. Use this data to identify popular product combinations and create targeted bundles.


# Set up Kajabi Cart
Source: https://help.kajabi.com/articles/sales/checkout/kajabi-cart-setup-guide

Configure Kajabi Cart so customers can purchase multiple products in a single transaction.

Kajabi Cart is your streamlined path to flexible, modern checkouts that help increase sales and improve your customer experience. With Add to Cart buttons and a seamless multi-offer checkout, it's easy to set up a store-like experience right inside your Kajabi site.

## Customize your Kajabi Cart

Before enabling Cart on your pages, configure your Cart settings. This ensures your checkout looks and functions the way you want it to.

**To customize Kajabi Cart:**

1. Open the **Sales** tab from your Dashboard.
2. Select **Cart**.
3. Customize each section, then click **Save**. Save buttons are available at both the top and bottom of the page.

<div>
  <iframe />
</div>

### Cart appearance

Style the buttons in both the Cart and Checkout views. Use the tabs above the preview to switch between them.

* **Solid button background**: Select the color of the button background from your site color palette, or enter a custom hex/RGB color.
* **Button label**: Set the color and custom text to display on your CTA button (for example, "Checkout," "Join Now," or "Add Offer"). Use this to communicate to your users what the button will do.
* **Button outline**: Adjust the border color.
* **Button border radius**: Round the button edges from square to fully rounded.

When picking colors:

* Click the pre-selected color swatch next to the field you want to update.
* Use the color wheel to pick a custom color or enter an RGB code.
* The **vertical bar** lets you select the hue.
* The **square box** lets you select the brightness.
* The **horizontal bar** lets you select the opacity.

### Payment providers

Select the payment options that will be available on your Cart checkout page.

<Note>
  Payment Processor settings at the Cart level will override any processor settings configured at the Offer level. To avoid confusion, make sure your Cart settings reflect the processor you want to use at checkout.
</Note>

### Sales tax

If you are using Kajabi Payments’ Sales Tax tool:

* Check **Include tax in offer's price** if you want tax to be inclusive in the offer price. If left unchecked, all cart orders will be tax-exclusive, and tax will be added on top of the price at checkout.
* This setting overrides individual offer tax settings and applies to all cart orders.

[Learn more about charging tax with Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview).

### Customer fields

Choose which fields you want to collect from customers at checkout.

* **Name** (optional)
* **Phone number** (optional)
* **Address** (optional) — when enabled, you can choose:
  * **Use customer's geolocation** — Detects the customer's location via IP and uses it as the default country.
  * **Set default country at checkout** — Pick a specific country to appear by default, regardless of geolocation.
* **Email address** is always required and cannot be deselected.

<Note>
  **Important:** If your cart is taxable (you're using Kajabi Payments Sales Tax), the Address field will appear at checkout even if you leave it unchecked here, so that tax can be calculated accurately.
</Note>

### Service agreement

Allow customers to consent to the Terms and Conditions policy for your business.

* **Not required**
* **Default service agreement**
* **Custom** — Enter your own service agreement text.

### Post-purchase

Choose where to send customers after their purchase.

* **Post-purchase page** — Choose one of:
  * **Existing Landing Page**: Search and select any published landing page. This option supports skipping account creation.
  * **Member's Product Library**: Send customers directly to their library after purchase. This option is not available if Skip account creation is enabled.
* **Skip account creation page**: When enabled, new customers bypass the account creation page after purchase.
* **Send welcome email to new customers**: Recommended. Sends the default welcome email so customers can access their account and library.
* **Post-purchase email:** Choose a communication preference for members who make a Cart purchase.
  * **Use offer email settings**: When enabled, each purchased offer's email settings will be used (overrides the options below).
  * Otherwise, pick one:
    * **Default email**: Uses Kajabi's default post-purchase email template.
    * **Custom email**: Enter your own subject line and content.
    * **None**: No post-purchase email is sent.

## Set up Kajabi Cart on your Website and Landing Pages

Now that you've configured your Cart settings, enable Cart on your pages so customers can start checking out.

### 1. Update your Website and Landing Page themes

Kajabi Cart is supported on **Encore Site 1.7.0** and **Encore Page 2.7.0** or above. To enable Cart or use the Add to Cart buttons on your existing pages, first update to the latest theme versions.

<div>
  <iframe />
</div>

[Learn how to update your website and landing page themes](/articles/website/pages/how-to-update-a-template).

<Tip>
  **Tip:** Want to test Cart without changing your current pages? Create a new storefront or standalone landing pages using the latest themes. This is a great way to try Cart for a limited-time promotion before making sitewide changes.
</Tip>

### 2. Enable Cart in the page header

Turn on the Cart icon so customers can view their cart and check out at any time. Cart can be enabled on both Website Pages and Landing Pages — you can mix and match across your site.

To enable Cart on a page:

1. From your Dashboard, click **Website**.
2. Select either the **Website Pages** or **Landing Pages** tab.
3. Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor).
4. Click the **Header** section.
5. Under **Shopping Cart**, toggle **Enable Cart** on.
6. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

While you're in the Header section, you can also customize how the header (and the Cart icon within it) appears:

* **Position**: **Normal** places the header above your page content. **Overlay** places the header on top of the first section.
* **Enable Sticky Header**: When on, the header (including the Cart icon) stays visible as customers scroll. You can also customize **Sticky Text Color** and **Sticky Background Color**.

Customers will always access their cart from the header — there is no separate "floating" cart option.

[Learn more about customizing your website header](/articles/website/pages/customizing-your-header).

### 3. Add "Add to Cart" buttons to your pages

Add to Cart buttons let customers select multiple offers and check out in one transaction. They can be placed anywhere you use a CTA block.

Use **Offer Blocks**, **Pricing Card Blocks**, or **Call to Action Blocks** to let customers shop freely and purchase multiple offers in one checkout. [Learn how to add a Call to Action block to your website and landing pages](https://help.kajabi.com/hc/en-us/articles/360039696594).

To create an Add to Cart button:

1. From your Dashboard, click **Website**.
2. Select either the **Website Pages** or **Landing Pages** tab.
3. Open the page editor for your page.
4. Click the section you want to edit, or [create a new section](/articles/website/pages/adding-sections-to-your-pages).
5. In the sidebar, click **Add Content**.
6. Choose any block that contains a Call to Action — for example, the **Offer Block**, **Call to Action Block**, or **Pricing Card**.
7. Your new block will appear at the bottom of the section.
8. Under **Button Action**, select **Add to Cart** and choose the associated offer.
9. Customize the text to display in your CTA button.
10. Click **Save**.

<div>
  <iframe />
</div>

### Using cookie management tools with Kajabi Cart

If you use a cookie management tool to handle consent or compliance on your Kajabi site, configure it to allow the Kajabi Cart cookie. This ensures your customers can add offers to their cart and complete checkout without interruption.

Recommended settings:

| Setting         | Value                                                                                        |
| --------------- | -------------------------------------------------------------------------------------------- |
| Cookie name     | `cart_id`                                                                                    |
| Cookie domain   | `your_domain_here.com` (replace with your actual Kajabi site domain)                         |
| Cookie path     | `/`                                                                                          |
| Expiration time | 30 days                                                                                      |
| Secured         | Enabled                                                                                      |
| HttpOnly        | Disabled                                                                                     |
| Category        | Functionality                                                                                |
| Description     | This cookie is used to remember items that you have added to your shopping cart on the site. |

<Note>
  **Note:** Confirm these settings with your cookie management provider and update your consent banner accordingly.
</Note>

## Cart rules and restrictions

A few things to know about how Cart works:

* **Compatible offer types** — One-time payment offers can be added to a cart freely. Subscriptions and payment plans can also be added, but only one recurring offer is allowed per cart, and it must be the only item. If a customer tries to add a second item to a cart that already contains a subscription or payment plan (or add a subscription to a cart that has other items), they'll see: *"cannot be added to a cart that already contains an item."*
* **Sold-out, draft, or expired offers** can't be added to a cart. If an offer becomes unavailable after being added, it's automatically removed from the customer's cart on their next visit.
* **Quantity limits** — If an Offer has quantity limits enabled, the cart shows an "Items remaining" message when stock is low and blocks customers from adding more than the available quantity.
* **Cart can only be checked out once.** After a successful checkout, the same cart cannot be used again.
* **Custom thank-you pages are no longer supported in Cart settings.** Post-purchase redirects must use either an Existing Landing Page or the Member's Product Library.

## Best practices for Cart

### Optimize the page header

Make sure your site header is visible across all devices. Hiding the header on desktop or mobile can create friction and make it harder for customers to find their cart.

For the best experience:

* Keep the header visible on both desktop and mobile views.
* Enable **Sticky Header** so the header (and Cart icon) stays at the top of the screen as customers scroll.
* Enable Cart on every published Website and Landing Page so customers can access their cart from anywhere in their journey.

[Learn more about customizing your website header](/articles/website/pages/customizing-your-header).

### Choose the right block type for Add to Cart buttons

There are several ways to incorporate Add to Cart buttons. Here are the most common patterns:

**Pricing Card Blocks** — Great for showcasing multiple CTAs or price comparisons. The secondary CTA can link to an Offer Details Page or open a modal with more information about the offer, helping customers stay on the page while exploring details. [Learn how to add a Pricing Card Block](/articles/website/pages/how-to-add-offers-pricing-sections).

**Offer Blocks** — A clean, simple way to display cart-enabled offers. Add the title, description, and price so customers can easily understand what they're purchasing before clicking Add to Cart. [Learn how to add an Offer Block](/articles/website/pages/how-to-add-offers-to-your-page).

**Call to Action Blocks** — Use this block in custom sections for maximum layout flexibility. Great for storefront-style displays or bundled experiences. [Learn how to add a custom section](/articles/website/pages/how-to-add-a-custom-section).

<Note>
  **Important:** No matter which block you use, display the **price** clearly. Prices are included by default in Offer and Pricing Card Blocks, but if you're using custom sections or CTA blocks, add the price manually so customers know exactly what they're adding to their cart.
</Note>

### Build an offer details page

An Add to Cart button makes it easy for customers to take action, but they still need to feel confident in what they're buying before they click.

Make sure you're clearly answering the essentials somewhere on the page:

* What is the offer?
* Why should they buy it?
* How much does it cost?

You can present this information directly in your site blocks (like Offer Blocks or Pricing Cards), or create a dedicated offer details page to go deeper. A well-crafted offer details page can:

* Share in-depth information about the offer.
* Highlight testimonials, FAQs, or bonus content.
* Suggest related offers for bundling.
* Let customers add to cart and continue browsing without interruption.

This approach mirrors a traditional e-commerce experience and often leads to stronger conversions.

<div>
  <iframe />
</div>

## Kajabi Cart demo site

Want to see Kajabi Cart in action on a live site? Check out our [Kajabi Cart Demo Page](https://sageandsuds.mykajabi.com/cart-demo) and [Sample Offer Details Page](https://sageandsuds.mykajabi.com/soapmaking-for-beginners).


# Popup Checkout
Source: https://help.kajabi.com/articles/sales/checkout/popup-checkout

Enable Popup Checkout to let customers purchase directly from any page without leaving your site.

## Overview

Popup Checkout allows customers to complete their purchase in an overlay window that appears directly on your page. This keeps customers engaged with your content while providing a seamless buying experience.

Instead of redirecting customers to a separate checkout page, Popup Checkout opens a streamlined payment form right where they are. This reduces friction in the buying process and can help improve conversion rates by keeping customers focused on your offer.

Popup Checkout works with buttons, links, and other clickable elements throughout your Kajabi site.

<img alt="Popup Checkout example" />

## How Popup Checkout works

When a customer clicks a checkout button or link with Popup Checkout enabled:

1. An overlay appears on the current page
2. The customer enters their payment information
3. The purchase completes without a page redirect
4. The customer sees a confirmation message

The customer stays on your sales page or landing page throughout the entire process, maintaining the context and momentum you've built.

## Enable Popup Checkout on a button

To set up Popup Checkout for a button on your page:

1. Open the **Page Builder** for your page
2. Select the button you want to configure
3. In the button settings, click **Action**
4. Select **Checkout** as the action type
5. Choose your offer from the dropdown
6. Enable the **Open in popup** toggle
7. Click **Save** and publish your page

<img alt="Popup Checkout button settings" />

<Note>
  **Note:** Popup Checkout requires the Enhanced Checkout to be enabled on your offer. If your offer uses the legacy checkout, upgrade it first in your offer settings.
</Note>

## Enable Popup Checkout on a link

You can also trigger Popup Checkout from text links:

1. Select the text you want to link
2. Click the **Link** icon in the text editor
3. Choose **Offer Checkout** as the link type
4. Select your offer
5. Enable the **Open in popup** option
6. Click **Apply**

## Best practices for Popup Checkout

* **Keep your offer simple** — Popup Checkout works best with single products or straightforward payment options
* **Test on mobile devices** — Verify the popup displays correctly on smaller screens
* **Use clear call-to-action text** — Button text like "Buy Now" or "Get Instant Access" sets the right expectation
* **Limit form fields** — The fewer fields customers need to complete, the faster they can purchase

<Tip>
  **Tip:** Popup Checkout is especially effective on long-form sales pages where customers might hesitate to navigate away to a separate checkout page.
</Tip>

## FAQs

### Does Popup Checkout work with all payment types?

Yes, Popup Checkout supports one-time payments, payment plans, and subscriptions. Customers can use credit cards and other payment methods enabled in your payment processor settings.

### Can I customize the popup appearance?

The popup inherits styling from your Enhanced Checkout settings. Customize colors, fonts, and branding in your offer's checkout editor, and those changes apply to both the popup and standalone checkout page.

### What happens if the popup is blocked?

If a customer's browser blocks popups, the checkout opens in a tab instead. The purchase process works the same way, just on a separate page.

### Does Popup Checkout work with order bumps and upsells?

Yes, order bumps display within the popup checkout. Post-purchase upsells appear after the initial transaction completes.

### Can I use Popup Checkout on external websites?

Popup Checkout is designed for pages hosted on Kajabi. For external websites, use the standard checkout link or embed options.


# Troubleshooting checkout error messages
Source: https://help.kajabi.com/articles/sales/checkout/troubleshooting-checkout-error-messages

Resolve common checkout error messages that may appear when customers try to purchase your offers.

When customers encounter issues during checkout, clear error messages help identify and resolve problems quickly. Understanding these errors allows you to assist customers or adjust your settings to prevent future issues.

Checkout errors typically fall into a few categories: payment processor issues, form validation problems, and account configuration errors. This article covers the most common error messages and provides steps to resolve each one.

<img alt="Example checkout error message" />

## Payment processor errors

### "This account cannot currently make live charges"

This error indicates your payment processor account is not fully activated or has been restricted.

**To resolve:**

1. Log in to your Stripe or PayPal account
2. Check for any pending verification requirements
3. Complete any outstanding identity or business verification
4. Ensure your account is set to live mode, not test mode

<Note>
  **Important:** If you recently connected a payment processor, it may take 24-48 hours for live charges to be enabled. Contact your payment processor support if the issue persists.
</Note>

### "Your card was declined"

The customer's card issuer rejected the transaction.

**Common causes:**

* Insufficient funds
* Incorrect card details entered
* Card flagged for suspicious activity
* International transaction blocked

**To resolve:**

Ask your customer to:

1. Verify the card number, expiration date, and CVV are correct
2. Ensure they have sufficient funds or credit available
3. Contact their card issuer to authorize the transaction
4. Try a different payment method

## Form validation errors

### "Your postal code is incomplete"

The billing address postal code does not match the expected format.

**To resolve:**

* For US addresses, ensure a 5-digit or 9-digit ZIP code is entered
* For international addresses, verify the postal code format matches the selected country
* Check that no extra spaces or special characters were accidentally included

### "Please enter a valid email address"

The email field contains formatting issues.

**To resolve:**

* Remove any spaces before or after the email address
* Verify the email includes an @ symbol and valid domain
* Check for typos in common domains (gmail.com, not gmial.com)

## Compliance and account errors

### "Compliance Violation"

This error appears when a transaction violates payment processor policies or regional regulations.

**Common causes:**

* Selling restricted products or services
* Missing required business documentation
* Operating in an unsupported region

**To resolve:**

1. Review your payment processor's acceptable use policy
2. Verify your business category is correctly set
3. Check for any compliance notices in your payment processor dashboard
4. Contact your payment processor support for specific guidance

<Note>
  **Note:** Compliance issues often require direct communication with your payment processor to resolve. Our support team can help you understand the error but cannot modify payment processor restrictions.
</Note>

### "This offer is not available"

The offer may be unpublished, expired, or restricted.

**To resolve:**

1. Open the **Sales** tab and click **Pricing**
2. Verify the offer status is set to **Available**
3. Check if the offer has date restrictions that may have passed
4. Confirm the checkout page is published

## Connection and technical errors

### "Unable to process payment at this time"

A temporary connection issue occurred between Kajabi and your payment processor.

**To resolve:**

1. Ask the customer to wait a few minutes and try again
2. Check your payment processor status page for outages
3. Verify your payment processor connection in **Settings** > **Payment Integrations**

### "Session expired"

The customer's checkout session timed out due to inactivity.

**To resolve:**

Ask the customer to:

1. Refresh the checkout page
2. Re-enter their payment details
3. Complete the purchase without extended pauses

<Tip>
  **Tip:** If customers frequently report session timeouts, consider simplifying your checkout form or reducing the number of required fields.
</Tip>

## Get additional help

If you encounter an error not listed here or need assistance troubleshooting:

1. Take a screenshot of the full error message
2. Note the date, time, and customer email (if available)
3. Contact our support team with these details for faster resolution


# Upgrade offers to the Enhanced Kajabi Checkout
Source: https://help.kajabi.com/articles/sales/checkout/upgrade-offers-to-the-enhanced-kajabi-checkout

Upgrade existing offers to the Enhanced Kajabi Checkout for improved conversion rates and a streamlined buying experience.

The Enhanced Kajabi Checkout provides a modern, streamlined buying experience that can help increase your conversion rates. Upgrading your existing offers gives your customers a faster, more intuitive checkout process.

The Enhanced Checkout features a cleaner design, faster load times, and mobile optimization that makes purchasing easier for your customers. You can upgrade individual offers one at a time or use the bulk upgrade feature to convert multiple offers at once.

<div>
  <iframe />
</div>

## Upgrade an individual offer

To upgrade a single offer to the Enhanced Checkout:

1. Open the **Sales** tab from your Dashboard
2. Click **Pricing**
3. Select the offer you want to upgrade
4. Click **Checkout** in the left sidebar
5. Click **Upgrade to Enhanced Checkout**

<img alt="Upgrade button in offer settings" />

Once upgraded, your offer will use the Enhanced Checkout for all future purchases.

## Bulk upgrade multiple offers

If you have several offers to upgrade, the bulk upgrade feature saves time:

1. Open the **Sales** tab from your Dashboard
2. Click **Pricing**
3. Click the **Bulk Actions** dropdown
4. Select **Upgrade to Enhanced Checkout**
5. Choose the offers you want to upgrade
6. Click **Upgrade Selected**

<img alt="Bulk upgrade selection" />

<img alt="Confirmation screen" />

<Note>
  **Note:** The bulk upgrade process may take a few moments depending on how many offers you're upgrading. Do not close the browser window until the process completes.
</Note>

## What changes after upgrading

After upgrading to Enhanced Checkout:

* **Checkout pages load faster** with optimized performance
* **Mobile experience improves** with responsive design
* **Form fields are streamlined** for quicker completion
* **Payment processing is more reliable** with updated integrations

<Tip>
  **Tip:** Preview your checkout page after upgrading to ensure everything looks correct before promoting your offer.
</Tip>

## FAQs

### Can I revert to the original checkout after upgrading?

No, once an offer is upgraded to Enhanced Checkout, it cannot be reverted to the previous checkout version. We recommend testing your checkout flow after upgrading to confirm it meets your needs.

### Will my existing checkout customizations be preserved?

Most customizations transfer automatically. However, some legacy customizations may need to be reconfigured in the Enhanced Checkout editor. Review your checkout settings after upgrading.

### Do I need to update my checkout links after upgrading?

No, your existing checkout links continue to work. Customers will automatically see the Enhanced Checkout when they access your offer.

### Will this affect my existing customers or subscriptions?

No, upgrading only affects the checkout experience for future purchases. Existing customers and active subscriptions are not impacted.

### Can I upgrade offers with active payment plans?

Yes, you can upgrade offers with active payment plans. Current subscribers continue on their existing plan, and only future customers see the Enhanced Checkout.


# Advanced Coupon usage scenarios
Source: https://help.kajabi.com/articles/sales/coupons/advanced-coupon-usage-scenarios

Examples of how coupons apply to various payment plan and subscription scenarios.

## Overview

**Coupons** on Kajabi allow you to design special promotions and deals for your Offers. Refer to this guide for examples of various advanced coupon scenarios.

## Advanced coupon usage

### A coupon is applied for 100% off once to a payment plan Offer with a price of \$100 per month for 6 months. What discount will the customer receive?

The customer will receive 100% off the first payment only and will be billed \$100 per month for the next five months.

<img alt="100% off once payment plan example" />

### A coupon is applied for 100% off for 2 months to an annual subscription Offer with a price of \$1200. What discount will the customer receive?

The customer will receive 100% off the first payment only. Since it is an annual subscription offer, the fact that the coupon is valid for two months is irrelevant.

If you want the coupon to be applicable for multiple years you should use increments of 12 months for the coupon duration. For example, 24 months would mean the customer will receive 100% off for two years.

<img alt="100% off 2 months annual subscription example" />

### A coupon is applied for 100% off for 2 months to a payment plan Offer with a price of \$100 per month for 6 months. What discount will the customer receive?

The customer will receive 100% off for two payments (two months). After the first two months, the customer will be billed \$100 per month for the remaining four months.

<img alt="100% off 2 months payment plan example" />

### A coupon is applied for $500 off for 3 months to an annual subscription Offer with a price of $1200. What discount will the customer receive?

The customer will owe \$700 at the time of purchase when the coupon is applied. Since it is an annual subscription offer, the fact that the coupon is valid for three months is irrelevant.

<img alt="$500 off 3 months annual subscription example" />

### A coupon is applied for $500 off for 3 months to a payment plan Offer with a price of $100 per month for 6 months. What discount will the customer receive?

The customer will receive \$100 off per month for the first three months. Even though the coupon amount off per month exceeds the monthly offer amount, the customer can only receive up to 100% off per month.

<img alt="$500 off 3 months payment plan example" />


# Coupons Overview
Source: https://help.kajabi.com/articles/sales/coupons/coupons-overview

Understand how Coupons work in Kajabi and choose the right type for your next promotion.

<Note>
  ***This feature is currently in Beta.***\_ This feature is being rolled out gradually. Some things are still being refined, and more detailed how-to articles are on the way. If you are currently in the beta and run into anything unexpected, please reach out to\_ [support@kajabi.com ](support@kajabi.com)*and the team will be able to assist.*
</Note>

Use **Coupons** to boost a launch, reward your most loyal customers, or win back someone who almost bought. Every Coupon has a type that determines what it discounts, a status that controls when it can be redeemed, and built-in analytics to show you how it performs.

## Coupon types

Kajabi has three Coupon types:

| Type      | What it discounts                                                   | Best for                                                                     |
| :-------- | :------------------------------------------------------------------ | :--------------------------------------------------------------------------- |
| **Offer** | Specific Offers you attach to the coupon                            | Promotions on a course, community, coaching program, or any individual Offer |
| **Cart**  | The customer's cart total, with an optional minimum purchase amount | Storewide sales and encouraging multi-product purchases                      |
| **Bulk**  | Specific Offers, using a batch of unique one-time-use codes         | Selling licenses to organizations, or giving each customer their own code    |

See [Create Coupons](/articles/sales/coupons/how-to-create-a-coupon) for step-by-step instructions for each type.

## Coupon statuses

Every Coupon has a status, so you can tell what's live at a glance:

* **Draft**: Saved but not redeemable yet. Use Draft to set up a promotion before it goes live.
* **Active**: Live. Customers can redeem the Coupon at checkout.
* **Expired**: The expiration date has passed, and the Coupon can no longer be redeemed.

You can change a Coupon's status at any time. See **[Manage and Edit Coupons](/articles/sales/coupons/how-to-remove-an-offer-from-your-coupon).**

## The Coupons page

Open the **Sales** tab and select **Coupons** to see all coupons on your site. Search by coupon code or filter by status, type, or offer.

<Frame>
  <img alt="Status And Coupons" />
</Frame>

## The Coupon detail page

Select any Coupon to open its detail page. Here you'll find its settings, a **Coupon details** panel with its status and Offer checkout URLs, and an **Analytics** panel showing redemptions, unique customers, and active recurring redemptions, so you can see how each promotion is performing.

<Frame>
  <img alt="Status And 10OFF" />
</Frame>

<Note>
  Coupons can be edited after creation, and changes apply to new redemptions only. Anyone who already redeemed keeps the terms they signed up with, including subscriptions and payment plans.
</Note>

## Redemption limits

Redemption limits control how often a Coupon can be used. Cap the total number of redemptions, limit the Coupon to one use per customer, or limit redemption to a date range. Once a Coupon reaches its limit, it can no longer be redeemed at checkout.

Add limits when you create a Coupon, or anytime after by editing it. See[ Create Coupons](/articles/sales/coupons/how-to-create-a-coupon).

## Subscriptions and payment plans

When a Coupon is applied to a subscription or payment plan Offer, its **Subscription and payment plan behavior** setting determines how many payments the discount covers. **Once** applies to the first payment only, **Repeating** applies for a set number of billing cycles, and **Forever** applies to every payment for the life of the subscription or payment plan.

## Troubleshooting

If a Coupon won't apply at checkout, the cause is usually one of these settings.

### Wrong currency

An Amount off Coupon must match the currency of the Offer it's attached to. If the two are set to different currencies, the Coupon won't apply.

**Fix:** Check the Offer's currency under **Sales > Pricing** and the Coupon's currency on its detail page, then align the two.

### 100% off set as an amount

Only **Percentage off** Coupons can make an Offer completely free. An **Amount off** Coupon can't bring the price all the way to zero.

**Fix:** Edit the Coupon's discount type to **Percent** and set the value to 100.

<Note>
  Customers still need to provide their credit card information when using a free Coupon on recurring subscription Offers.
</Note>

### Expired Coupon

The Coupon's expiration date has passed, so it's marked Expired and can't be redeemed.

**Fix:** Edit the Coupon's redemption date range to extend the promotion. No need to rebuild the Coupon from scratch.

### Wrong Offer attached

Coupons only apply to the Offers attached to them. If a customer enters the code on a different Offer's checkout, it won't apply.

**Fix:** Open the Coupon and add the Offer, or share the correct Offer checkout URL with your customer.

### Deleted Coupon

A deleted Coupon code is gone for good and can't be restored.

**Fix:** Create a new Coupon.


# Create Coupon Codes in bulk
Source: https://help.kajabi.com/articles/sales/coupons/creating-coupon-codes-in-bulk

Generate multiple single-use coupon codes at once for special promotions or selling licenses.

## Overview

Generate coupon codes in bulk to create a list of single-use coupon codes for an Offer all at once. This is a great solution for selling licenses to organizations.

<div>
  <iframe />
</div>

## Create bulk codes

1. Open the **Sales** tab from your Dashboard.
2. Select **Coupons**.
3. Click **+ New Coupon**.
4. Select **Bulk Codes.**
5. Choose a coupon name, select the discount type (percent or amount off), input the percent or amount off (and which currency if you chose an amount), and enter how many coupons to create (any number between 1 - 1000).
6. Click **Continue**.

<div>
  <iframe />
</div>

After creating your bulk coupon codes you can select the Offer(s) to which the coupons apply and export or copy the individual coupon codes to share with your customers:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  After generating your coupon bundle you can download all of the codes as a .CSV file to send to a partner or business you're working with by clicking "Export All Codes." The .CSV file will be sent to you via email.
</Note>


# Create Coupons
Source: https://help.kajabi.com/articles/sales/coupons/how-to-create-a-coupon

Create special promotions or deals that are attached to Offers or an entire cart purchase.

<Note>
  ***This feature is currently in Beta.***\_ This feature is being rolled out gradually. Some things are still being refined, and more detailed how-to articles are on the way. If you are currently in the beta and run into anything unexpected, please reach out to\_ [support@kajabi.com ](support@kajabi.com)*and the team will be able to assist.*
</Note>

Create **Coupons** to give a dollar amount or a percentage off your Offers or cart purchases. Choose from three Coupon types: **Offer** for specific Offers, **Cart** for a customer's cart total, and **Bulk** for a batch of unique one-time-use codes. If you're not sure which type fits your promotion, see [Coupons Overview.](/articles/sales/coupons/coupons-overview)

<Warning>
  Coupons can be edited after creation, including the code, discount, and expiration date. Changes apply to new redemptions only.
</Warning>

## Create an Offer Coupon

1. Open the **Sales** tab from your Dashboard.

2. Choose **Coupons**.

3. Click **+ New coupon**.

4. Select **Offer Coupon**.

5. Under **Coupon details**, enter a custom **Coupon code** (i.e., HALFOFF)

6. Select a **Discount type** of **Percentage off** or **Fixed amount off**.
   <Check>
     Select the corresponding **currency** if you apply an **Amount off**. Your Coupon must be in the same currency as the Offer it is attached to.
   </Check>

7. Enter the value of the discount (i.e., enter 10 for 10% off).
   <Tip>
     To create a free Coupon, set the Discount type to Percentage off and the value to 100. It must be applied as a percentage rather than an Amount off. Keep in mind that a customer still needs to provide their credit card information when using a free Coupon on recurring subscription Offers.
   </Tip>

8. For payment plan or subscription Offers, choose how the discount applies over time under **Subscription and payment plan behavior**:
   * **Once** applies to the first payment of a subscription or payment plan
   * **Repeating** applies for a set number of payments, and you can choose how many billing cycles it repeats
   * **Forever** applies to every payment for the life of the subscription or payment plan

9. Under **Applies to**, choose the Offers this Coupon covers, or select **All published offers**.

10. Set **Redemption limits** (optional). See [Set redemption limits](#set-redemption-limits) below.

11. Click **Save**.
    <Note>
      New Coupons save as a **Draft**. When you're ready to launch the promotion, set the status to **Active** from the Coupon's detail page.
    </Note>

<Frame>
  <img alt="Status And HALFOFF" />
</Frame>

## Create a Cart Coupon

Cart Coupons discount the customer's cart total, so they're a natural fit for storewide sales.

1. Open the **Sales** tab from your Dashboard.
2. Choose **Coupons**.
3. Click **+ New coupon**, then select **Cart Order**.
4. Enter a **Coupon code** and the discount value.
   <Note>
     Cart order discounts can only be percentage-based coupons.
   </Note>
5. To require a minimum cart value, turn on **Minimum purchase amount**, then enter the **Amount** and select the **Currency**. The Coupon will only apply once the cart reaches that amount.
6. Set **Redemption limits** (optional).
7. Click **Save**

<Frame>
  <img alt="Status And New Cart Order Coupon" />
</Frame>

<Tip>
  **Tip:** Pair a Cart Coupon with a minimum purchase amount to encourage customers to add one more product before checkout.
</Tip>

## Create Bulk Coupon codes

Bulk Coupons generate a batch of unique codes for the Offers you attach, and each code can only be used once. Use them to sell licenses to organizations or give every customer their own code.

1. Open the **Sales** tab from your Dashboard.
2. Choose **Coupons**.
3. Click **+ New coupon**, then select **Bulk coupon codes**.
4. Name the Coupon.
5. Enter the **Amount of coupons** to generate.
6. Select **Percent** or **Amount**, and enter the value of the discount.
7. Under **Offers**, select the Offers the codes apply to.
8. Click **Save**.

Kajabi generates the codes as random 6-character codes, listed under **Available codes**. When a code has been used, it moves to **Redeemed codes**. `[VERIFY: list labels in new UI]`

* Click any individual **Available code** to copy it and share in individual emails or messages.
* Click **Export all codes** to receive a .CSV file of all Bulk codes.

<Frame>
  <img alt="Status And SUMMERTRAINING" />
</Frame>

## Set redemption limits

Redemption limits control how often a Coupon can be used. Set them when you create a Coupon, or add them later by editing it.

* **Limit number of times this coupon can be used in total**: Cap total redemptions across all customers. Once the cap is reached, the Coupon stops working at checkout.
* **Limit to one use per customer**: Each customer can only redeem the Coupon once.
* **Limit redemption to a date range**: Customers can only redeem the Coupon within the set dates. Existing subscriptions keep their discount.

<Frame>
  <img alt="Status And HALFOFF" />
</Frame>

<Note>
  The maximum expiration date must be less than 5 years from the current day. If you apply a multi-month Coupon to a weekly subscription Offer, the Coupon will discount all payments within the specified period. For example, a Coupon with a four-month duration applied to a weekly subscription discounts 16 weekly payments within the 4 month period.
</Note>

## Copy Offer Coupon URLs

Each Offer attached to a Coupon has a checkout URL with the Coupon already applied.

1. Open the **Sales** tab from the Dashboard.
2. Select **Coupons**, then click a Coupon.
3. In the **Coupon details** panel, choose an Offer from the dropdown under **Offer checkout URL**.
4. Click the **copy icon**. Share this direct link on social media or in email campaigns to encourage customers to purchase the discounted Offer.

Once a Coupon is attached to an Offer, customers can also apply the code themselves at checkout.

<Frame>
  <img alt="Screenshot 2026 07 07 At 12 13 08 AM" title="Screenshot 2026 07 07 At 12 13 08 AM" />
</Frame>

## Share a Coupon for popup checkout

Use the Coupon URL to apply a discount automatically at popup checkout on any Landing Page. This is a favorite for promotions where the customer never needs to type a code.

1. Open the Coupon from **Sales > Coupons**.
2. Click the "..." **overflow menu** in the upper right, then select **Share Coupon**.
3. Copy the **Coupon URL** from the modal.
4. Add the slug to the end of any **Landing Page URL**, and the Coupon applies automatically when customers reach popup checkout.

<Frame>
  <img alt="Screenshot 7 7 26 12 24 AM" title="Screenshot 7 7 26 12 24 AM" />
</Frame>

**Coupon URL path example:**

* Landing page: `https://hello.mykajabi.com/landingpage`
* Coupon URL path: `/?coupon_code=HALFOFF`
* Combined: `https://hello.mykajabi.com/landingpage/?coupon_code=HALFOFF`

Once a Coupon is attached to an Offer, customers can also apply the code themselves at checkout.

<Note>
  Offer Coupons only apply to the Offers attached. If the Offer includes an Upsell, the Coupon will not apply to the Upsell.
</Note>


# Create a Coupon in Stripe
Source: https://help.kajabi.com/articles/sales/coupons/how-to-create-a-coupon-in-stripe

Create coupons directly in Stripe to give customers discounts after their initial purchase in Kajabi.

## Overview

Creating a coupon in Stripe is a straightforward solution to giving your customers a discount after their initial purchase in Kajabi.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  In order to create a coupon in Stripe, you must first connect your Kajabi account to your Stripe account or Create a New Account. [Learn how to connect Stripe to Kajabi](../../api-integrations/payment-integrations/connect-stripe-to-kajabi). Interested in using an all-in-one payment solution with exclusive features designed specifically for the Kajabi platform instead? Check out [Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview).
</Note>

## Create a coupon in Stripe

1. Click the **Products** tab from the Stripe dashboard.
2. Select **Coupons**.
3. Click **+ New** in the top right corner of the Coupons page.
4. On this page, give your new coupon a **Title**, select the coupon type between a **Percentage discount** or a **Fixed Amount discount,** choose the **amount of the discount**, and the time **Duration**. You can also choose to create customer-facing promo codes for your coupon.
5. Click **Create Coupon**.
6. This coupon can now be used for your products inside of Stripe.

<div>
  <iframe />
</div>

[Learn more about creating coupons and promotion codes in Stripe.](https://stripe.com/docs/payments/checkout/discounts)


# Locate customers with coupons applied
Source: https://help.kajabi.com/articles/sales/coupons/how-to-locate-customers-with-coupons-applied

Keep track of customers who've applied your coupons during checkout.

## Overview

Track which customers applied your coupons during checkout using the Contacts filter.

<div>
  <iframe />
</div>

## Filter the Contacts list

Keep track of your customers who've purchased an Offer with a coupon by filtering your Contacts list.

### Filter by coupon used

1. Open the **Contacts** tab from the Dashboard.
2. Click the **Filters** button.
3. Select the **Coupon** from the Category dropdown menu.
4. Select **Coupon used** for the Conditional.
5. Choose your coupon code for the Value.
6. Click **Apply Filters**.

<div>
  <iframe />
</div>


# Use Single-Use Coupon Automations
Source: https://help.kajabi.com/articles/sales/coupons/how-to-use-single-use-coupon-automations

Send unique single-use coupon codes automatically when specific triggers occur.

## Overview

The Single-Use Coupon Automation is an automation action that sends an email containing a single-use coupon code after your specified trigger occurs (e.g., An Offer is purchased, a Tag is added, a Form is added, a Course Lesson is completed, and more).

<div>
  <iframe />
</div>

## Single-Use Coupon Codes

Just as the name suggests, the single-use coupon code is only available for a single use.

After your customer applies their single-use coupon code to their Offer purchase, the code can no longer be applied to future purchases.

The single-use coupon code generates a one-of-a-kind coupon code tied to an existing **single coupon code.**

This will apply the coupon settings configured in the connected single coupon to the automated single-use coupon code.

This is a great way to automatically send unique, single-use coupon codes after a specified trigger occurs.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Use a single-use coupon code to create a Gift Offer. [Learn more](../../sales/offers/how-to-create-and-manage-gift-offers)
</Tip>

## Configure a Single-Use Coupon Automation

Create your single-use coupon code in the Automations tab (available with Growth and Pro plans) or the various editors in Kajabi (e.g., Offers, Funnels, Forms, etc.). [Learn more](../../marketing/automations/automations-overview#h_c82be0ac-2ffd-4437-a622-3c82323abefc)

<Note>
  **Note:**
  As an Automation, a new single-use coupon code will be created for each contact who triggers the Automation. For example, if you want all customers of a specific Offer to receive a discount for another Offer, you can create this Automation to send a single-use coupon code after they purchase your specified Offer.
</Note>

### Create a single-use coupon automation in an Offer

1. Open the **Sales** tab from the Dashboard.
2. Select your desired **Offer** to customize.
3. In the Offer Editor, navigate to **Automations**.
4. Click **+ Add Automation**.
5. From the "When" dropdown menu, select **Offer is purchased**.
6. From the "Then" dropdown menu, select **Send a single-use** coupon.
7. Select the coupon code for your single-use coupon automation.
8. Customize the automation email according to your brand and language.
9. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>


# Manage and Edit Coupons
Source: https://help.kajabi.com/articles/sales/coupons/manage-and-edit-coupons

Edit Coupon details, change statuses, update attached Offers, and delete Coupons you no longer need.

<Note>
  ***This feature is currently in Beta.***\_ This feature is being rolled out gradually. Some things are still being refined, and more detailed how-to articles are on the way. If you are currently in the beta and run into anything unexpected, please reach out to\_ [support@kajabi.com ](support@kajabi.com)*and the team will be able to assist.*
</Note>

Every **Coupon** stays flexible after you create it. Edit its details, move it between statuses, add or remove Offers, and delete it when the promotion has run its course.

<Info>
  Coupon edits apply to new redemptions only. Anyone who already redeemed keeps the terms they signed up with, including subscriptions, payment plans, and one-time purchases. If a customer redeemed a 20% off Coupon on a subscription and you later change the discount to 10%, that customer keeps their 20% discount.
</Info>

## Edit a Coupon

1. Open the **Sales** tab from your Dashboard.
2. Choose **Coupons**, then click the Coupon you want to update.
3. Update any of the Coupon's settings, including the **Coupon code**, **Discount**, **Applies to** Offers, **Redemption limits**, and **Subscription and payment plan behavior**.
4. Click **Save**.

<Frame>
  <img alt="Status" />
</Frame>

## Change a Coupon's status

New Coupons start as a Draft, and only Active Coupons can be redeemed at checkout.

1. Open the Coupon from **Sales > Coupons**.
2. In the **Coupon details** panel, click the **Status** dropdown.
3. Select the new status.

Moving a Coupon from **Active** to **Draft** asks you to confirm, since it takes a live Coupon out of circulation. Customers who already redeemed the coupon are unaffected, and new customers can't redeem it until it's Active again.

<Frame>
  <img alt="Screenshot 7 7 26 12 43 AM" title="Screenshot 7 7 26 12 43 AM" />
</Frame>

<Tip>
  **Tip:** To pause a promotion without ending it permanently, set the Coupon to **Draft** instead of deleting it.
</Tip>

## Add or remove Offers on a Coupon

The Coupon only applies to the Offers attached to it.

1. Open the Coupon from **Sales > Coupons**.
2. Under **Applies to**, add or remove Offers, or select **All published offers**.
3. Click **Save**.

Once an Offer is removed, customers can no longer apply the Coupon to that Offer. Redemptions that have already taken place are unaffected.

## Delete a Coupon

Deleting a Coupon permanently retires it. The code can never be used or restored.

1. Open the Coupon from **Sales > Coupons**.
2. Click the **"..." overflow menu** in the upper right, then select **Delete**.
3. Review the confirmation message and confirm.

The confirmation you see depends on the Coupon's redemption history, so you know exactly what you're removing.  Customers who already redeemed the Coupon keep their discount terms.

<Frame>
  <img alt="Screenshot 7 7 26 12 47 AM" title="Screenshot 7 7 26 12 47 AM" />
</Frame>

<Warning>
  **Warning:** Deleting a Coupon can't be undone.
</Warning>

## Share a Coupon

Each Offer attached to a Coupon has an **Offer checkout URL** in the **Coupon details** panel, and the **Share Coupon** option in the overflow menu provides the Coupon URL for popup checkout. See [Create Coupons](/articles/sales/coupons/how-to-create-a-coupon) for steps and examples.

<Frame>
  <img alt="Screenshot 7 7 26 12 46 AM" title="Screenshot 7 7 26 12 46 AM" />
</Frame>


# Compare single and bulk coupon codes
Source: https://help.kajabi.com/articles/sales/coupons/what-is-the-difference-between-single-coupon-codes-and-bulk-coupon-codes

Understand the difference between single-use and bulk coupon codes in Kajabi.

<div>
  <iframe />
</div>

## Overview

With Kajabi, you can create coupons for your [Offers](../../sales/offers/offers-overview) to:

* Encourage new and repeat customers.
* Acquire customer data to build your list.
* Reintroduce older Offers to your audience.

Create coupons on Kajabi with a single coupon code, bulk coupon code, or single-use coupon codes.

<Tip>
  **Tip:**
  Create segments on Kajabi to group customers interested in coupons, deals, and discounts and create targeted marketing campaigns. [Learn more](../../contacts/manage-your-contacts/segment-your-contacts)
</Tip>

### Types of coupon codes

* **Single coupon codes** allow you to create a coupon code with your branded language that anyone can use for your applied Offer(s). For example, create a summer promotion with the coupon code SUMMER25 to give 25% off to anyone that applies the coupon code SUMMER25 during checkout. [Learn more](#single-coupon-code)

* **Bulk codes** auto-generate your specified number of unique, one-of-a-kind codes to share with your audience. Each code created from the bulk code generator is a single-use code that can only be used for a single purchase. With Bulk codes you can randomly generate multiple, single-use coupon codes. Single-use coupon codes are different from single coupon codes because after the coupon is applied once, the coupon becomes invalid. [Learn more](#bulk-codes)

## Single coupon code

Create a single custom coupon code to provide your customers with a discount for your Offer(s).

### Single coupon settings

* **Coupon code** - create a custom code to fit your business and promotion.
* **Discount type** - the percentage or amount off for the coupon's discount.
* **Duration** - the number of times the coupon code can be used for a customer subscription and/or payment plans.
* **Expiration date** - set an expiration date for your coupon discount.

For example, if you want to give a 50% off discount for a summer promotion, you can create a Single Coupon Code called **Summer50** for specific Offer(s) that can be applied by anyone with the Summer50 coupon code.

Then, you can choose to set a duration to discount future payments.

This allows the discount amount to be applied to your customers' future payments if the Offer is a [subscription](../../sales/offers/how-to-create-a-subscription-offer) or [payment plan](../../sales/offers/create-a-payment-plan-offer) Offer.

**Example:**

If a customer applies your Summer50 discount code to a payment plan Offer set to pay a total of $100 over a period of 5 payments (i.e., $20 for each payment), your customer with their discount code will pay \$10 for each payment.

And if you want the coupon to expire after the conclusion of your summer promotion, set the expiration date for the end of your summer promotion period.

This will ensure that the discount code cannot be applied to a new Offer purchase after your specified expiration date.

<Note>
  **Note:**
  If you choose to apply a Multi-month coupon to a weekly subscription Offer, your coupon will discount all payments within your specified duration. For example, if you set up a Multi-month coupon to last for the duration of 4 months and you apply it to a weekly subscription your customer applying the coupon will have 16 weekly payments discounted within the 4 months.
</Note>

### Create a single coupon code

1. Open the **Sales** tab from the Dashboard.
2. Select **Coupons.**
3. Click **+ New Coupon** to create a new coupon.
4. Select **Single Coupon** as the Coupon Type.
5. Enter your Coupon Code (example: Summer25), choose the Discount type, the Duration, and the Expiration Date.
6. Click **Continue**.
7. Be sure to select the Offer the coupon can be applied to by clicking **+ Add Offer**.

<div>
  <iframe />
</div>

After you have included an Offer with the coupon you will see a **Discount link** button. Copy and share your Discount link with your customers.

## Bulk codes

Bulk codes are great for special promotions or deals on your offers.

Just as with Single Coupon Codes, Bulk Codes can be set up for either an amount or a percentage off.

However, instead of going through the process of creating 100 individual, single coupon codes, Kajabi will auto-generate your specified number of unique, one-of-a-kind codes.

The coupon bundle will also track and monitor code usage which makes it a great solution for selling individual "licenses" to organizations.

For example, if you wanted to create a pack of 100 unique, individual coupon codes, you can use Bulk codes to generate 100 unique codes to share.

### Create bulk coupon codes

1. Open the **Sales** tab from the Dashboard.
2. Select **Coupons.**
3. Click **+ New Coupon** to create a new coupon.
4. Select **Bulk Codes**.
5. Choose the coupon name, the discount type, and the amount of unique codes you'd like to generate.
6. Click **Continue**.
7. Be sure to select the Offer the coupon can be applied to by clicking **+ Add Offer**.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  There a maximum limit of 1,000 coupon codes generated for a bulk codes coupon.
</Note>

After creating your Bulk Coupon Codes you can copy or export the individual coupon codes to share with your customers.

## Single-use coupon code automation

The Single-Use Coupon Code Automation is an Automation action that sends an Email containing a single-use coupon code after your specified trigger occurs (e.g., An Offer is purchased, a Tag is added, a Form is submitted, a Course Lesson is completed, and more).

[Learn more about the Single-use Coupon Code Automation on Kajabi.](../../sales/coupons/how-to-use-single-use-coupon-automations)


# Troubleshoot coupon errors
Source: https://help.kajabi.com/articles/sales/coupons/why-is-my-coupon-not-working

Troubleshoot common coupon errors when customers try to use coupons at checkout.

If a customer received an error message when attempting to use a coupon on your checkout page, refer to this guide for more information and troubleshooting solutions.

## Coupon error messages

A message box will appear if an error occurs when a customer attempts to complete a purchase while using a coupon on your checkout page. Your customer will not be able to use the coupon and complete the purchase until the error is resolved.

**Example:**

<img alt="Coupon error example" />

## Common coupon errors

The following is a list of common coupon errors that may be causing the issue.

### Wrong currency

This error message will appear if the coupon and offer have been set up for different currencies. For example, if you have an offer set up for CAD currency and the coupon is \$100 off USD currency, it will not work.

#### Edit Offer pricing

1. Open the **Sales** tab from your Dashboard.
2. Select **Pricing**.
3. Select the Offer you would like to edit or [create a new one](/articles/sales/offers/create-an-offer).
4. In the Offer Editor, click the **Pricing** tab.
5. Scroll down to the **Price Details** section and use the **Currency** dropdown menu to choose your Currency.
6. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

**Coupon Currency:**

A Coupon's currency can only be edited when first creating the coupon. After the coupon has been created, the currency cannot be changed.

#### Create a new coupon

1. Open the **Sales** tab from your Dashboard.
2. Choose **Coupons**.
3. Click **+ New Coupon**.
4. Select **Single Coupon Code** or **Bulk Codes**.
5. Enter your **Coupon Code**.
6. Choose **Amount Off** under **Discount Type**.
7. In the **Amount Off** menu, use the **Currency Type** dropdown menu to select your currency.
8. Press **Continue** to save your Coupon.

<div>
  <iframe />
</div>

### 100% off an amount

A 100% off coupon will not work if the "Amount Off" option was selected during the Coupon Creation process instead of "Percentage Off".

Amount off coupons require a monetary payment, they cannot be completely free. Only "Percentage Off" coupons can make an offer completely free.

A new coupon will need to be created using "Percentage Off" if a 100% discount is the intended outcome.

### Previously deleted coupon

If a coupon was previously deleted from your Kajabi site it will no longer be valid for use. This will cause the coupon error message to show upon checkout. A new coupon will need to be created.

### Expired coupon

If the coupon's expiration date has passed, the coupon can no longer be used. A coupon's expiration date can be set during coupon creation in the **Duration** section of the coupon creator:

<img alt="Coupon duration settings" />

### Wrong Offer attached to coupon

A coupon will only work with the Offer that has been attached to it. If the coupon code is entered on the wrong offer checkout page, the coupon will not work and the error message will show.

#### Add an Offer to a coupon

1. Open the **Sales** tab from the Dashboard.
2. Select **Coupons**.
3. Select the coupon you wish to edit or [create a new one](/articles/sales/coupons/how-to-create-a-coupon).
4. Navigate to the Included Offers section and click **+ Add Offer**.
5. Choose the Offer you want to include, then click **Done** to save your changes.

<Tip>
  **Tip:** Once your coupon is working, you can share a checkout link with the discount already applied. Go to **Sales** > **Coupons**, click your coupon, and copy the **Offer checkout URL**. [Learn how to copy Offer coupon URLs](https://help.kajabi.com/articles/sales/coupons/how-to-create-a-coupon#copy-offer-coupon-urls).
</Tip>

<div>
  <iframe />
</div>

Still have questions? Reach out to [our support team](/articles/resources/support/how-to-contact-kajabi-support) if you need additional assistance.


# ACH Direct Debit for invoicing
Source: https://help.kajabi.com/articles/sales/kajabi-payments/ach-direct-debit-for-invoicing

Accept bank account payments on Invoices through ACH Direct Debit with Kajabi Payments.

**ACH Direct Debit** lets your customers pay invoices directly from their U.S. bank account. The processing fees are significantly lower than standard card payments, which makes it particularly valuable on larger invoices. It is worth knowing that ACH payments take a few business days to settle, so it is best suited for situations where timing is flexible. Your invoices and transactions will update automatically as the payment moves through each stage.

<Note>
  **Note:** At this time, ACH payments are supported only for invoices.
</Note>

## Eligibility and requirements

To use ACH Direct Debit for invoicing, your account and invoices will need to meet a couple of requirements:

* You must be a **U.S.-based Hero** using **Kajabi Payments**.
* Your **invoice** must be **\$2 USD** or more.

For full information regarding applicable fees, visit [Kajabi Payments fees: United States](/articles/sales/kajabi-payments/kajabi-payments-fees-united-states).

## How ACH Direct Debit works

When a customer pays an invoice using ACH Direct Debit, checkout completes and the payment begins processing. Unlike card payments, ACH payments take time to settle. You can track the progress through your invoice and transaction statuses. ACH payments typically settle in **approximately 4 business days**.

At checkout, the customer selects **ACH Direct Debit**:

* If the customer doesn't have a previously stored bank account, verification will be required. The customer will be prompted to choose their bank, login and other authorization specific to their bank to complete verification.
  * If the bank account is successfully verified, checkout completes. If the customer selects "Save payment method for future purchases," future purchases with this bank account will not require re-verification.
  * If the bank account cannot be verified or an error occurs, checkout does not complete. The customer will be prompted to try again or use another payment method.

<Frame>
  <img alt="Ach Img1" />
</Frame>

<Frame />

At checkout, the customer selects **ACH Direct Debit** and verifies their bank account.

<br />

## ACH Direct Debit settings

### Enable ACH Direct Debit

To enable ACH Direct Debit for invoices:

1. Go to **Sales** > **Invoices**.
2. Select **Settings**.
3. Scroll to the **Payment providers** section.
4. Under **Additional payment options**, enable **ACH direct debit**.
5. Click **Save**.

Once enabled, customers will see **ACH Direct Debit** as a payment option when paying invoices at checkout.

<Frame>
  <img alt="Ach Img2" />
</Frame>

## Offer access for ACH payments

ACH payments remain **Pending** while the bank transfer processes. You can choose whether access is granted immediately after checkout or after the payment settles successfully using the \*\*offer access **setting** \*\*in invoice settings.

<Frame>
  <img alt="Offer access settings for ACH" />
</Frame>

If enabled:

* Customers receive offer access \*\*immediately after checkout \*\*while the ACH transaction is **Pending**
* If the payment **fails**, Offer access will be automatically **revoked**

If disabled:

* Offer access is granted **only after the transaction settles successfully**

<br />

## Understanding your transaction details

When a customer pays an invoice using ACH Direct Debit, the transaction details page reflects the current state of the payment as it moves through processing. Here's what to expect at each stage:

### While the payment is Pending

* **Purchased on date**: Displays the original date and time the customer completed checkout
* **Paid on**: Displays as Pending while the payment is still processing
* **Payment activity**: Displays the pending transaction with the date checkout was completed
* **Invoice Status**: Set to pending.

<Frame>
  <img alt="Ach Img4" />
</Frame>

### If the payment settles successfully

If the ACH payment settles successfully, the transaction details page will update to reflect the completed payment:

* **Purchased on date**: Displays the original date and time the customer completed checkout
* **Paid on**: Displays the date the payment settled
* **Payment activity**: Displays the transaction with the date the payment settled and a paid status
* **Invoice Status:** Updates to Paid

<Frame>
  <img alt="Ach Img5" />
</Frame>

### If the payment fails

If the ACH payment fails, the transaction details page will update to reflect the failed payment:

* **Purchased on date**: Displays the original date and time the customer completed checkout
* **Payment activity:** Displays the transaction with the date the payment failed and a failed status
* **Paid on**: Will updated to “Failed on” with date it failed
* \*\*Invoice Status: \*\*Will move back to Open. Your customer will be able to visit the same invoice link to try again, or use a different payment method.

<Frame>
  <img alt="Ach Img6" />
</Frame>

## ACH email notifications

Throughout the ACH payment process, Kajabi automatically sends emails to both you and your customer at key stages. These are separate from the standard Invoicing, Receipt, and Payment notifications – for those see [<u>Invoicing with Kajabi Payments.</u>](https://help.kajabi.com/en/articles/12695449-invoicing-with-kajabi-payments)

### Bank account authorization - Customer notification

After a customer successfully completes checkout using ACH Direct Debit with a bank account that isn't already saved to their account, they will receive an email confirming their bank account authorization for future debits.

If a customer requests to revoke that authorization:

1. Remove the stored bank account on your customer's behalf. For more information, see [<u>How to manage your Contacts profiles</u>](https://help.kajabi.com/en/articles/12695407-how-to-manage-your-contacts-profiles#h_2e5554b2b2).
   <Frame>
     <img alt="Ach Img7" />
   </Frame>
2. Alternatively, advise the customer to remove their saved bank account from their profile as soon as possible. For more information, see [<u>How your customers can manage their billing and payment methods</u>](https://help.kajabi.com/en/articles/13553181-how-your-customers-can-manage-their-billing-and-payment-methods).

<Frame>
  <img alt="Ach Img8" />
</Frame>

### ACH payment failed - Customer notification

Your customer receives a notification if their ACH payment fails. This email informs them that their bank payment was unsuccessful, that their product access has been revoked (if applicable), and that they may need to contact their bank for more information. The email includes the invoice details including the invoice number, offer name(s), and amount due, along with instructions to reach out to your support email with any questions.

<Frame>
  <img alt="Ach Img9" />
</Frame>

### ACH payment failed - Hero email notification

If an ACH payment fails, Kajabi will notify you via email. This notification includes the customer's name, the offer(s) associated with the failed payment, and a link to view the transaction directly in your Kajabi dashboard.

<Frame>
  <img alt="Ach Img10" />
</Frame>

## ACH disputes

ACH disputes work differently from card disputes. When a dispute occurs, the transaction immediately moves to a "Dispute Lost" status. There's no evidence submission process and the outcome is final. To learn more about disputes, [<u>learn more here</u>](https://help.kajabi.com/en/articles/12695491).

<br />

## FAQs

### What happens if my customer cannot find their bank when trying to verify at checkout?

ACH Direct Debit supports all major U.S. financial institutions, so most customers will be able to choose their bank account from the available list. In rare cases, a customer's bank may not be supported, in which case they will not be able to complete checkout with ACH Direct Debit and should use an alternative payment method.

### Can my customer remove a saved ACH payment method?

Yes. Customers can remove a saved bank account at any time by logging into their account, navigating to the Billing tab. For more information, see [<u>How Your Customers Can Manage Their Billing and Payment Methods</u>](https://help.kajabi.com/en/articles/13553181-how-your-customers-can-manage-their-billing-and-payment-methods).


# Buy Now, Pay Later methods with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments

Explore Buy Now, Pay Later payment options available through Kajabi Payments.

## Overview

Buy Now, Pay Later (BNPL) is a payment method that enables your customers to pay in equal installments over time. This flexible payment option helps you capture more sales while providing customers with convenient payment flexibility.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Buy Now, Pay Later

Buy Now, Pay Later (or BNPL) is a payment method that enables your customers to pay in equal installments over time. A great perk of this payment method is that you, the seller, are paid immediately and **in full**, while your customers pay a portion of the total at the time of purchase, then equal payments going forward. Offering flexible Buy Now, Pay Later payment options to your customers helps you avoid missing sales.

## Available Buy Now, Pay Later options

Currently, Kajabi offers a Buy Now, Pay Later solution through Afterpay and Klarna. [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers) and [Klarna](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments) are payment methods offered exclusively through Kajabi Payments.

Learn more about Afterpay and Klarna and the benefits they can bring to your business:

* [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers)
* [Klarna](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments)


# Direct Debit for Kajabi Payments (UK, EU, & Australia)
Source: https://help.kajabi.com/articles/sales/kajabi-payments/direct-debit-for-kajabi-payments-uk-eu-australia

Agreement needed for Heroes using Kajabi Payments in the United Kingdom, the European Union, and Australia.

**In short:** If you use [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview) in the UK, EU, or Australia, you’ll be asked to accept a [Direct Debit agreement](/articles/sales/kajabi-payments/direct-debit-for-kajabi-payments-uk-eu-australia#the-direct-debit-agreement) when you add or update your payout bank account. This lets us recover funds from your bank account in the rare cases where your Kajabi Payments balance goes negative, for example when a refund or chargeback exceeds your available balance. It’s a regulatory requirement under Bacs (UK), SEPA (EU), and BECS (Australia).

## The Direct Debit agreement

When you add or edit your payout bank account in Kajabi Payments, you’ll see a screen with the Direct Debit agreement specific to your region (Bacs, SEPA, or BECS) and a checkbox to accept it. You won’t be able to save the bank account without checking the box.

By accepting, you authorize Kajabi to debit your bank account if your Kajabi Payments balance ever goes negative. We’ll always send you an email at least **2 business days in advance** before any debit, so you’ll never be surprised.

## Why an agreement is needed

Direct Debit schemes (**Bacs** in the UK, **SEPA** in the EU, and **BECS** in Australia) are regulated payment systems that require **explicit, recorded consent** from a customer before a business can pull money from their bank account.

Until May 2026, Kajabi didn’t have that consent on file for Heroes in these regions. That meant if your Kajabi Payments balance went negative (chargebacks/refunds/fees exceed sales on a given day) we couldn’t automatically recover the shortfall. Collecting your acceptance of the Direct Debit mandate fixes this and brings us in line with regulations in your region.

## How to accept the agreement

If you set up your bank account before this change, your account doesn’t yet have a Direct Debit mandate associated with it. You’ll see a **banner on your Dashboard, Payments, and Payouts pages** asking you to (re-)add your bank account so you can accept the agreement.

To resolve the banner:

1. From the Dashboard, open **Sales,** then click **Payouts**.
2. Your existing bank account information will pre-populate
3. Review the Direct Debit agreement and check the box to accept.
4. Save. The banner will disappear, and you’ll receive a confirmation email.

<Warning>
  **Until you accept the agreement, Kajabi cannot debit your bank account to cover negative balances.** If you keep using Kajabi Payments without accepting, payouts can still happen normally, but you may be required to settle negative balances manually.
</Warning>

## UK / EU / Australia at a glance

| **Region**         | **Direct Debit scheme** | **Mandate validity**                      | **What we collect**                                                                                                      |
| :----------------- | :---------------------- | :---------------------------------------- | :----------------------------------------------------------------------------------------------------------------------- |
| **United Kingdom** | Bacs                    | Expires after **13 months** of inactivity | Standard bank details + acceptance of the Bacs Direct Debit Guarantee.                                                   |
| **European Union** | SEPA                    | Expires after **36 months** of inactivity | Standard bank details + acceptance of the SEPA Direct Debit mandate.                                                     |
| **Australia**      | BECS                    | No inactivity expiry of note              | Standard bank details, the **account holder’s name**, and acceptance of the BECS Direct Debit Request Service Agreement. |

<Warning>
  **One important note on bank account country:** A UK Direct Debit only works on a UK bank account, a SEPA Direct Debit only works on a SEPA-area bank account, and BECS only works on an Australian bank account. If you connect a bank account in a different country, the Direct Debit won’t function on that account.
</Warning>

## Email notifications after acceptance

| **Email**                | **When you’ll get it**                                                                   | **What it means**                                                                                                                                        |
| :----------------------- | :--------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Mandate confirmation** | Right after you accept the Direct Debit agreement when adding or editing a bank account. | Confirms your authorization. Required by Bacs/SEPA/BECS rules. Includes your bank details and a unique mandate reference. Keep this for your records.    |
| **Advance debit notice** | At least **2 business days before** we debit your bank account.                          | Tells you the exact amount, the bank account (last 4 digits only), and the date of the debit. If anything looks wrong, contact us before the debit date. |

## FAQs

### What is the Direct Debit agreement, exactly?

It’s a standard Bacs (UK), SEPA (EU), or BECS (Australia) mandate: a regulated agreement that authorizes Kajabi to debit your bank account if your Kajabi Payments balance goes negative. You can review the full terms in the bank account modal before accepting.

### Why am I being asked to re-add my bank account when nothing has changed?

Bank accounts added before this rollout don’t have the Direct Debit agreement on file. Re-adding lets you accept the agreement once. Your bank details and your payouts won’t change. You just need to confirm.

### Can I opt out of Direct Debit?

No. Direct Debit is required to use Kajabi Payments in the UK, EU, and Australia. If you don’t accept, you won’t be able to save a bank account, and payouts can’t be delivered.

### Does this mean Kajabi will start charging me?

No. Kajabi Payments still pays *you*. The Direct Debit is only used in the rare case that your Kajabi Payments balance goes negative, for example after issuing a refund larger than your available balance, or losing a chargeback. We’ll always notify you in advance.

### I got a “Mandate confirmation” email: did I authorize something I didn’t intend to?

That email is sent automatically right after you accept the Direct Debit agreement during bank account setup. If you recently added or edited a bank account, this is expected. If you didn’t, contact support so we can verify the activity on your account.

### I got an “Advance debit notice” email: what should I do?

This means your Kajabi Payments balance is currently negative and we’re notifying you before pulling funds to cover it. The email contains the amount, the bank account (last 4 digits), and the date. You have at least 2 business days to act:

* If everything looks right, no action needed. We’ll initiate the debit on the date listed.
* If the amount or details look wrong, contact support before the debit date.

### How do I cancel a Direct Debit mandate?

Mandates are cancelled automatically when you delete the associated bank account from Kajabi Payments. There is no separate “cancel mandate” action. If you add a new bank account later, you’ll be asked to accept a fresh agreement.

### I’m in the US or Canada: do I need to do this?

No. This change applies only to Heroes in the UK, EU, and Australia. US and Canadian Heroes won’t see the agreement or the banner.

### I changed the legal name on my bank account: do I need to re-accept?

Yes. When the account holder name on a bank account changes, we re-collect mandate acceptance to keep the agreement valid against the new name.

### What happens if my Kajabi Payments balance goes negative and I’ve accepted the mandate?

1. You’ll receive an “Advance debit notice” email with the amount, bank account, and debit date.
2. At least 2 business days later, Kajabi initiates the Direct Debit through Bacs / SEPA / BECS.
3. The funds are pulled from your bank account and your Kajabi Payments balance returns to zero (or higher).

If you want to settle the negative balance manually before the scheduled debit date, contact support.

### Can I see a record of mandates and debits on my account?

Each mandate confirmation and advance debit notice is sent by email and serves as your record. We recommend saving these emails for your bookkeeping.

### What if I still need help?

If you have questions about the Direct Debit agreement, an email you received, or your bank account setup, [contact our support team](/articles/resources/support/how-to-contact-kajabi-support) - we're here to help. We’ll get back to you as quickly as we can.


# Disputes page overview
Source: https://help.kajabi.com/articles/sales/kajabi-payments/disputes-page-overview

View, manage, and export disputed transactions with Kajabi Payments.

## Overview

The Disputes page provides a centralized location to track and manage all payment disputes associated with your Kajabi Payments account. You can view dispute details, customize your view, filter results, and export data for your records.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Disputes

The Disputes page provides a detailed list of every dispute associated with your site. Use the search bar to quickly find disputes by entering a customer's name or email address.

In the table, you can click on the dispute amount, customer email, or offer title to view more details about the transaction. You can also sort disputes by status for easier management.

<img alt="Disputes page overview" />

## Dispute statuses

* **# of Days to Respond** – You have XX days to submit a response to the dispute
* **Under Review** – The dispute is being reviewed by the card issuer or BNPL provider
* **Dispute Won** – The dispute was resolved in your favor
* **Dispute Lost** – The dispute was decided in the customer's favor
* **Closed** – The dispute was canceled or closed

## Customize columns

You can customize the layout of your Disputes page in a way that best fits the needs of you and your business.

To customize your Dispute page columns:

1. Select the **...** button for **More Actions**
2. Click **Customize Columns**
3. Reorder or toggle relevant data you want to see
4. Press **Save** to finish

<img alt="Customize columns" />

<Note>
  **Note:** Your selections will be saved when column customizations have been made so you do not need to change settings every time you come back.
</Note>

## Filter disputes

Use the **Filters** button to narrow your search down by specifics.

You can filter by the dispute reason, status, amount, and more:

<img alt="Filter disputes" />

## Export data

Click the **Export** button to export your dispute transaction data.

1. Navigate to **Sales**
2. Click **Transactions**
3. Select the **Export** button
4. Click **Export Transactions**
5. Exporting Transactions will allow you to select your exported date range
6. Press **Export** to finish

Your exported list will be emailed to the email address associated with your Kajabi account:

<img alt="Export data" />

## Download dispute data

Any previous filters you have applied to your disputed transactions, such as dispute reason, status, etc, will be applied to your dispute export.

Download the CSV from your email inbox:

1. Log into your email associated with your Kajabi account
2. Your exported list will be attached to an email from our support team
3. Open the email to access and download your CSV file

Your CSV file containing your Dispute data will include the following information:

* Date
* Dispute ID
* Dispute Status
* Dispute Reason
* Amount
* Offer Title
* Offer ID
* Member Email

<Note>
  **Note:** Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications when data is exported from their account. Learn to update email notification settings.
</Note>


# Set up Kajabi Payments: Australia
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-australia

Set up Kajabi Payments for a business registered in Australia.

Kajabi Payments allows you to accept payments directly through Kajabi, streamlining your business operations. Follow the steps below to set up Kajabi Payments for businesses registered in Australia.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Select your **business type**
6. Review and accept the Kajabi Payments **Terms and Conditions**
7. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
8. Fill out your business details by using the drop-down menu to select your business
9. Once you've filled everything out, click **Continue**

## Business type and structure

During onboarding, you'll need to provide information about your business, specifically your **Business Type** and **Business Structure**.

* If you've filed documents to register your business with a government agency, your **Business Type** is likely "Company"
* If you haven't registered your business, your **Business Type** is likely "Individual"
* If your business is a registered nonprofit or charity, your **Business Type** will likely be "Nonprofit Organization"
* If you're unsure, consult a professional for assistance

### Company structures

If you select "Company" as your **Business Type**, you'll need to choose from the following structures:

* **Public Company**: A company that sells shares to the public and is required to disclose financial and operational details regularly
* **Proprietary Company**: A private entity that limits its number of shareholders and restricts public trading of shares
* **Sole Trader**: An individual who operates a business, retaining full control while being personally liable for all business debts
* **Partnership**: A business run by two or more individuals or entities, where profits, risks, and losses are shared according to the partnership agreement
* **Trust**: An entity in which a trustee operates the business for the benefit of beneficiaries, with legal obligations to act in their best interests

<Note>
  **Note:** The content in this article is provided for general education and informational purposes only and should not be construed as legal or tax advice. Kajabi does not warrant or guarantee the accuracy, completeness, adequacy, or currency of the information in the article. You should seek the advice of a competent attorney or accountant licensed to practice in your jurisdiction for advice on your particular situation.
</Note>

## Enable Kajabi Payments

If you would like to bulk convert all of your existing offers from Stripe to Kajabi Payments in just one click, you can [learn how to convert offers](/articles/sales/kajabi-payments/how-to-convert-your-offers-from-stripe-to-kajabi-payments).

### Convert existing offers to Kajabi Payments

1. Open the **Sales** tab from your **Dashboard**
2. Click **Pricing**
3. Select the offer that you would like to enable Kajabi Payments on
4. Click on the **Pricing** tab
5. Scroll down to the **Payment Providers** section, and select **Kajabi Payments**
6. Choose to enable any additional payment methods
7. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or payment plans will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or payment plans will be processed through Kajabi Payments.

  Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.
</Note>

### Create an offer with Kajabi Payments

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in Australia

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in Australia.

**Cards**

* Visa
* Mastercard
* Maestro
* American Express
* Discover
* JCB
* Diners Club
* UnionPay

**Digital Wallets**

* Apple Pay
* Google Pay

**Buy Now, Pay Later**

* Afterpay
* Klarna

To learn more about Kajabi Payments, check out the [Kajabi Payments overview](/articles/sales/kajabi-payments/kajabi-payments-overview).


# Set up Kajabi Payments: Canada
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-canada

Set up Kajabi Payments for a business registered in Canada.

Kajabi Payments allows you to accept payments directly through Kajabi, streamlining your business operations. Follow the steps below to set up Kajabi Payments for businesses registered in Canada.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Select your business structure
6. Review and accept the Kajabi Payments Terms and Conditions
7. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
8. Fill out your business details by providing a short description of your business
9. Once you've filled everything out, click **Continue**

<div>
  <iframe />
</div>

Once you've successfully onboarded to Kajabi Payments, you and all users on your account will be required to enroll in MFA. This protects your account from takeovers and other issues. [Learn more about MFA requirements](../../account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa).

<div>
  <iframe />
</div>

As a Canadian Hero, you can add both a CAD and/or a USD bank account, with one account per currency. If needed, you have the option to replace a bank account at any time.

The bank accounts you link will determine how your payments are processed and will be paid out to you, as well as when currency conversions occur.

For example, if you only add a CAD bank account, all transactions will be deposited into your CAD balance, and transactions that are non-CAD will be converted to CAD. By adding a USD bank account in addition to your CAD account, USD transactions will be directly deposited into your USD balance, avoiding conversion to CAD.

## Business type and structure

When onboarding with Kajabi Payments, Heroes in Canada have three options for your Business Type. You can onboard as an Individual/Sole Proprietorship, Company, or Non-profit. Below are the details for each option:

### Individual/sole proprietorship

An Individual or Sole Proprietorship is an unincorporated business that is owned by one individual. The owner of a sole proprietorship has sole responsibility for making decisions, receives all the profits, claims all losses, and does not have separate legal status from the business.

If you are an individual or sole proprietor you should select "individual or sole proprietorship / Particulier ou entreprise" as the "Type of business" during onboarding.

### Company

Heroes onboarding as a "Company" have two options: Corporation or Partnership.

**Corporation**: A corporation is a separate legal entity that can enter contracts, own property, and operate independently from its owners. Owners contribute money, property, or services in exchange for shares.

* If you are a corporation, select **"Company/Entreprise"** as your **Type of Business** and **"Corporation/Société"** as your **Business Structure**

**Partnership**: A partnership is a business association between two or more individuals, corporations, trusts, or partnerships who come together to carry on a trade or business. Partnerships are relatively easy to establish.

* If you are a partnership, select **"Company/Entreprise"** as your **Type of Business** and **"Partnership/Société de personnes"** as your **Business Structure**

### Non-profit

Heroes onboarding as a "Non-Profit" have two options: Registered Charity or Non-profit organization.

**Registered Charity**: This refers to a charitable organization, public foundation, or private foundation that is registered with the Canada Revenue Agency (CRA). Registered charities receive a Registration Number, are exempt from income tax, and can issue tax receipts for donations.

* If you are a registered charity, select **"Non-Profit/Non lucratif"** as your **Type of Business** and **"Registered Charity/Organisme de bienfaisance enregistré"** as your **Business Structure** during onboarding

**Non-Profit Organization**: These are associations, clubs, or societies organized for social welfare, civic improvement, recreation, or other non-profit purposes. Non-profits differ from charities as they are not able to issue tax receipts for donations.

* If you are a non-profit organization, select **"Non-Profit/Non lucratif"** as your **Type of Business** and **"Non-Profit Organization/Organisation à but non lucratif"** as your **Business Structure**

<Note>
  **Note:** The content in this article is provided for general education and informational purposes only and should not be construed as legal or tax advice. Kajabi does not warrant or guarantee the accuracy, completeness, adequacy, or currency of the information in the article. You should seek the advice of a competent attorney or accountant licensed to practice in your jurisdiction for advice on your particular situation.
</Note>

## Enable Kajabi Payments on offers

If you would like to bulk convert all of your existing offers from Stripe to Kajabi Payments in just one click, you can [learn how to convert offers](/articles/sales/kajabi-payments/how-to-convert-your-offers-from-stripe-to-kajabi-payments).

### Convert existing offers to Kajabi Payments

1. Open the **Sales** tab from your **Dashboard**
2. Click **Pricing**
3. Select the offer that you would like to enable Kajabi Payments on
4. Click on the **Pricing** tab
5. Scroll down to the **Payment Providers** section, and select **Kajabi Payments**
6. Choose to enable any additional payment methods
7. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or payment plans will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or payment plans will be processed through Kajabi Payments.

  Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.
</Note>

### Create an offer with Kajabi Payments

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in Canada

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in Canada.

**Cards**

* Visa
* Mastercard
* Maestro
* American Express
* Discover
* JCB
* Diners Club
* UnionPay

**Digital Wallets**

* Apple Pay
* Google Pay

**Buy Now, Pay Later**

* Afterpay
* Klarna


# Set up Kajabi Payments: Europe
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-europe

Set up Kajabi Payments for a business registered in a supported European country.

Kajabi Payments allows you to accept payments directly through Kajabi, streamlining your business operations. Follow the steps below to set up Kajabi Payments for businesses registered in select European countries.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Review and accept the Kajabi Payments **Terms and Conditions**
6. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
7. Fill out your business details by using the drop-down menu to select your business
8. Once you've filled everything out, click **Agree and submit**
9. Next, you'll be prompted to add a bank account to start receiving payouts. [Learn more about viewing payouts and payout settings](how-to-view-kajabi-payments-payouts-and-payout-settings)

## Kajabi Payments Europe availability

Kajabi Payments is available in select European countries where the primary currency is the Euro.

Currently supported countries:

* Austria
* Belgium
* Croatia
* Cyprus
* Estonia
* Finland
* France
* Germany
* Greece
* Ireland
* Italy
* Latvia
* Lithuania
* Luxembourg
* Malta
* Netherlands
* Portugal
* Slovakia
* Slovenia
* Spain

## Multiple bank accounts

As a Hero in a Kajabi Payments supported European country, you can add up to 7 bank accounts, each corresponding to a different currency. You can replace a bank account at any time if needed.

The bank accounts you link will determine how your payments are processed, where payouts are sent, and when currency conversions occur. For example, if you only add a EUR bank account, all transactions will be deposited into your EUR balance, and any non-EUR transactions will be converted to EUR. By adding a USD bank account in addition to your EUR account, USD transactions will be directly deposited into your USD balance, avoiding conversion to EUR.

Your default payout currency is determined by the first currency-specific bank account you link. For example, if you link a USD bank account first, followed by a EUR account, any transactions other than EUR transactions will be processed and converted to USD. For instance, a transaction in GBP will be converted to USD. Transactions in the secondary currencies will only be processed in that currency if the payment matches it.

Supported Kajabi Payments bank account currencies include:

* EUR (Euros)
* CHF (Swiss Franc)
* DKK (Danish Krone)
* NOK (Norwegian Krone)
* SEK (Swedish Krona)
* GBP (British Pound Sterling)
* USD (United States Dollar)

<img alt="Payment Integrations" />

## Enable Kajabi Payments on offers

If you would like to bulk convert all of your existing offers from Stripe to Kajabi Payments in just one click, you can learn how to do so in the conversion guide.

### Convert existing offers to Kajabi Payments

1. Open the **Sales** tab from your **Dashboard**
2. Click **Pricing**
3. Select the offer that you would like to enable Kajabi Payments on
4. Click on the **Pricing** tab
5. Scroll down to the **Payment Providers** section, and select **Kajabi Payments**
6. Choose to enable any additional payment methods
7. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or payment plan will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or payment plan will be processed through Kajabi Payments.
</Note>

### Create an offer with Kajabi Payments

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in Europe

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in Europe.

**Cards**

* Visa
* Mastercard
* Maestro
* American Express
* Discover
* JCB
* Diners Club
* UnionPay

**Digital Wallets**

* Apple Pay
* Google Pay

**Buy Now, Pay Later**

* Klarna

To learn more about Kajabi Payments, check out the [Kajabi Payments overview](/articles/sales/kajabi-payments/kajabi-payments-overview).


# Set up Kajabi Payments: United Arab Emirates
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-arab-emirates

Set up Kajabi Payments for a business registered in the United Arab Emirates.

Kajabi Payments allows you to accept payments directly through Kajabi, streamlining your business operations. Follow the steps below to set up Kajabi Payments for businesses registered in the United Arab Emirates.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Review and accept the Kajabi Payments **Terms and Conditions**
6. You'll be redirected to a Stripe-hosted page where you'll need to enter your **business type**, indicate whether your business is registered in a **Free Zone**, add your **Company registration number**, and enter other information about your business
7. Enter your business information, including your address, phone number, website information, etc.
8. **Upload the required business documents** and **verify your identity**
9. Once you've filled everything out, click **Agree and submit**
10. Next, you'll be prompted to add a bank account to start receiving payouts. [Learn more about viewing payouts and payout settings](how-to-view-kajabi-payments-payouts-and-payout-settings)

<Note>
  **Note:** Onboarding to Kajabi Payments UAE may take several business days due to the review process of business and identity verification requirements. If it's taking longer than normal, email [payments.support@kajabi.com](mailto:payments.support@kajabi.com)
</Note>

## Enable Kajabi Payments on offers

If you would like to bulk convert all of your existing offers from Stripe to Kajabi Payments in just one click, you can [learn how to convert offers](/articles/sales/kajabi-payments/how-to-convert-your-offers-from-stripe-to-kajabi-payments).

### Convert existing offers to Kajabi Payments

1. Open the **Sales** tab from your **Dashboard**
2. Click **Pricing**
3. Select the offer that you would like to enable Kajabi Payments on
4. Click on the **Pricing** tab
5. Scroll down to the **Payment Providers** section, and select **Kajabi Payments**
6. Choose to enable any additional payment methods
7. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or multiple payments will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or multiple payments will be processed through Kajabi Payments.

  Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.
</Note>

### Create an offer with Kajabi Payments

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in the UAE

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in the United Arab Emirates. Buy Now, Pay Later methods are not currently available.

**Cards**

* Visa
* Mastercard
* Maestro

**Digital Wallets**

* Apple Pay
* Google Pay

To learn more about Kajabi Payments, check out the [Kajabi Payments overview](/articles/sales/kajabi-payments/kajabi-payments-overview).


# Set up Kajabi Payments: United Kingdom
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-kingdom

Set up Kajabi Payments for a business registered in the United Kingdom.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Kajabi Payments provides a seamless way to accept payments directly through your Kajabi site. Follow the setup process below to get started with Kajabi Payments for UK-based businesses, including support for multiple currencies.

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Select your business structure. [Learn more](#business-type-and-structure)
6. Review and accept the Kajabi Payments Terms and Conditions
7. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
8. Fill out your business details by providing a short description of your business
9. Once you've filled everything out, click **Agree and submit**

Next, you'll be prompted to add a bank account to start receiving payouts. [Learn more about Payouts](/articles/sales/kajabi-payments/how-to-view-kajabi-payments-payouts-and-payout-details).

Finally, once you've successfully onboarded to Kajabi Payments, you and all users on your account will be required to enroll in MFA. This protects your account from takeovers and other issues. [Learn more about MFA requirements](../../account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa).

## Multiple bank accounts

As a Hero in the UK, you can add up to 7 bank accounts, each corresponding to a different currency. You can replace a bank account at any time if needed.

The bank accounts you link will determine how your payments are processed, where payouts are sent, and when currency conversions occur. For example, if you only add a GBP bank account, all transactions will be deposited into your GBP balance, and any non-GBP transactions will be converted to GBP. By adding a USD bank account in addition to your GBP account, USD transactions will be directly deposited into your USD balance, avoiding conversion to GBP.

Your default payout currency is determined by the first currency-specific bank account you link. For example, if you link a USD bank account first, followed by a GBP account, any transactions other than GBP transactions will be processed and converted to USD. For example, if you receive a transaction in EUR and your default currency is USD, the Euros will be converted to USD. Transactions in the secondary currencies will only be processed in that currency if the payment matches it.

Supported Kajabi Payments bank account currencies include:

* GBP (British Pound Sterling)
* USD (United States Dollar)
* EUR (Euros)
* CHF (Swiss Franc)
* DKK (Danish Krone)
* NOK (Norwegian Krone)
* SEK (Swedish Krona)

<img alt="Payment Integrations" />

## Business type and structure

During onboarding, you'll need to provide information about your Business Type and Business Structure.

* If you've filed documents to register your business with a government agency, your Business Type is likely "Company"
* If you haven't registered your business, your Business Type is likely "Individual"
* If your business is a registered nonprofit or charity, your Business Type will likely be "Nonprofit Organization"

If you're unsure about the appropriate type, consult a professional for guidance.

### Company structures

If you select "Company" as your **Business Type**, you'll need to choose from the following structures:

* **Incorporated Partnership:** A legally separate entity (such as a Limited Liability Partnership) where members are taxed on profits as personal income
* **Unincorporated Partnership:** A partnership where two or more individuals share ownership and responsibility for the business without separate legal status
* **Public Corporation:** A company that trades its shares on public stock exchanges and is subject to strict financial and reporting regulations
* **Private Corporation:** A company owned by a small group of individuals with no public trading of shares

<Note>
  **Note:** The content in this article is provided for general education and informational purposes only and should not be construed as legal or tax advice. Kajabi does not warrant or guarantee the accuracy, completeness, adequacy, or currency of the information in the article. You should seek the advice of a competent attorney or accountant licensed to practice in your jurisdiction for advice on your particular situation.
</Note>

## Enable Kajabi Payments on offers

To set up Kajabi Payments for your site, start by navigating to your **Site Settings** and selecting the **Payment Integrations** page.

1. Click **Get Started** to begin the process
2. Choose the country where your business is registered from the drop-down menu
3. Select your business structure
4. Review and accept the Kajabi Payments Terms and Conditions
5. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
6. Once you've filled everything out, click **Agree and submit**
7. You'll be prompted to add a bank account to start receiving payouts. [Learn more about Payouts](/articles/sales/kajabi-payments/how-to-view-kajabi-payments-payouts-and-payout-details)
8. Once you've successfully onboarded to Kajabi Payments, you and all users on your account will be required to enroll in MFA. This protects your account from takeovers and other issues. [Learn more about MFA requirements](../../account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa)

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or payment plans will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or payment plans will be processed through Kajabi Payments.

  Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.
</Note>

To create an offer with Kajabi Payments:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in the United Kingdom

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in the United Kingdom.

**Cards**

* Visa
* Mastercard
* Maestro
* American Express
* Discover
* JCB
* Diners Club
* UnionPay

**Digital wallets**

* Apple Pay
* Google Pay

**Buy Now, Pay Later**

* Clearpay
* Klarna


# Set up Kajabi Payments: United States
Source: https://help.kajabi.com/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-states

Set up Kajabi Payments for a business registered in the United States.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Kajabi Payments provides a seamless way to accept payments directly through your Kajabi site. Follow the setup process below to get started with Kajabi Payments for US-based businesses.

## Set up Kajabi Payments

To set up Kajabi Payments for your site:

1. Navigate to your **Payment settings**
2. Select **Payment setup**
3. Click **Get Started**
4. Choose the country where your business is registered from the drop-down menu
5. Select your business structure. [Learn more](#business-type-and-structure)
6. Review and accept the Kajabi Payments Terms and Conditions
7. You'll be redirected to a Stripe-hosted page where you'll need to enter your business information, including your address, phone number, website information, etc.
8. Once you've filled everything out, click **Agree and submit**

<div>
  <iframe />
</div>

Once you have entered your business information, you'll be prompted to add a bank account to start receiving payouts. [Learn more about Payouts](/articles/sales/kajabi-payments/how-to-view-kajabi-payments-payouts-and-payout-details).

Finally, once you've successfully onboarded to Kajabi Payments, you and all users on your account will be required to enroll in MFA. This protects your account from takeovers and other issues. [Learn more about MFA requirements](../../account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa).

<Note>
  **Note:** To use the U.S. version of Kajabi Payments, you must verify your identity with one of the following U.S.-issued IDs:

  * U.S. Passport or Passport Card
  * U.S. Driver's License
  * State-issued ID Card
  * Resident Permit (Green Card)
  * Border Crossing Card
  * Child ID Card
  * NYC ID Card
  * U.S. Visa
  * Social Security Number

  If you do not have one of these, you will not be able to proceed with verification and therefore use the U.S. version of Kajabi Payments.
</Note>

## Business type and structure

During onboarding, you'll need to provide information about your business, specifically your Business Type and Structure.

* If you've filed documents to register your business with a government agency, your Business Type is likely "Company"
* If you haven't registered your business, it's likely "Individual"

If you're uncertain about your classification, consult a professional for guidance.

If you're not the business owner, make sure to consult with them to accurately identify the correct Business Type and Structure.

### Guidance for business owners

If you're the business owner and unsure of your business classification, use the following guidance:

* If you've filed registration documents with a government agency your Business Type is likely "Company," and your Business Structure depends on the specific documents filed. Refer to your registration paperwork or consult a lawyer or tax professional for clarification
* If you've incorporated as a nonprofit or charity, your Business Type is likely "Nonprofit Organization"
* If you haven't registered your business as a legal entity, your Business Type is likely "Individual," and you won't need to select a Business Structure

### Company structures

If you select "Company" as your Business Type, you will need to choose one of the following structures:

* **Sole Proprietorship:** A business owned and operated by one person
* **Single-Member LLC:** A limited liability company with one owner (requires an EIN number)
* **Multi-Member LLC:** A limited liability company with multiple owners or members
* **Private Partnership:** A partnership arrangement between private sector entities
* **Private Corporation:** A company privately owned with shares not traded on public markets

<Note>
  **Note:** The content in this article is provided for general education and informational purposes only and should not be construed as legal or tax advice. Kajabi does not warrant or guarantee the accuracy, completeness, adequacy, or currency of the information in the article. You should seek the advice of a competent attorney or accountant licensed to practice in your jurisdiction for advice on your particular situation.
</Note>

## Enable Kajabi Payments

If you would like to bulk convert all of your existing offers from Stripe to Kajabi Payments in just one click, you can [learn how to convert offers](/articles/sales/kajabi-payments/how-to-convert-your-offers-from-stripe-to-kajabi-payments).

To convert your existing offers to Kajabi Payments:

1. Open the **Sales** tab from your **Dashboard**
2. Click **Pricing**
3. Select the offer that you would like to enable Kajabi Payments on
4. Click on the **Pricing** tab
5. Scroll down to the **Payment Providers** section, and select **Kajabi Payments**
6. Choose to enable any additional payment methods
7. Click **Save**

<div>
  <iframe />
</div>

<Note>
  **Note:** When you convert any existing offer to Kajabi Payments, ongoing subscriptions or payment plans will remain on the original payment processor (i.e., Stripe or PayPal), and any subscriptions or payment plans will be processed through Kajabi Payments.

  Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.
</Note>

To create an offer with Kajabi Payments:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer Creation Flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. Set up your offer's pricing structure and under the drop-down menu for **Select payment providers**, select **Kajabi Payments**
6. Choose the additional payment methods that you would like to enable on your offer
7. Select **Save and Finish** to complete creating your offer with Kajabi Payments

<div>
  <iframe />
</div>

## Accepted payment methods in the United States

Below is a list of all the accepted payment methods available to you once registered to Kajabi Payments in the United States.

**Cards**

* Visa
* Mastercard
* Maestro
* American Express
* Discover
* JCB
* Diners Club
* UnionPay

**Digital wallets**

* Apple Pay
* Google Pay

**Buy Now, Pay Later**

* Afterpay
* Klarna


# Bank updates and payout schedule timing
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-do-bank-updates-or-payout-schedule-changes-affect-my-kajabi-payout-timing

Understand how updating a bank account or modifying a payout schedule can temporarily influence Kajabi payout timing.

## Overview

Kajabi payouts follow a structured schedule, and actions like updating your bank account or modifying the payout schedule can temporarily influence payout timing. The following sections cover the impact of such changes and how to optimize your payout experience.

## Update bank accounts and the impact on payouts

When you update your bank account details in Kajabi:

**Verification period:** There is a 7-day mandatory verification period during which payouts are temporarily paused. This verification ensures the accuracy of your bank details. After this period, payouts will automatically resume on your regular payout schedule.

**No immediate payouts:** Even if your payout schedule is set to next-day processing, payouts will not be processed until the 7-day verification delay has passed.

## Payout schedules and transaction delays

Kajabi allows you to select from multiple payout schedules (e.g., daily, weekly). However, your payout timing depends on several factors:

**Transaction delay:** During onboarding or account setup, payouts adhere to a transaction delay. For instance, transactions might follow a T+7 rule (transaction date plus 7 days). After this transaction delay elapses, payouts are included in the next eligible schedule. Over time, based on your account history and eligibility, shorter delays might be available.

**Included transactions:** Your payout includes only transactions processed via Kajabi Payments. Transactions processed through PayPal or after your payout schedule's cutoff time will be included in subsequent payments.

## Optimize payout timing

If you need to receive your payouts sooner, consider these options:

**Switch to a daily payout schedule:** You can change your payout schedule to daily via your account settings. Daily schedules ensure transactions are paid out at the earliest eligible time. Allow 1–2 days for schedule changes to take effect.

**Plan changes around schedule timing:** To avoid delays, change your payout schedule after your current payout initiation.

## FAQs

### Which transactions are included in my next Kajabi payout?

Only transactions processed through Kajabi Payments are included in payouts. Transactions from PayPal or those processed after your payout schedule's cutoff will be deferred to the next payout cycle.

### Will next-day processing immediately deposit funds after a bank update?

No. Even with a next-day payout schedule, payouts are subject to both the 7-day verification period for bank updates and transaction delays applicable to your account.


# Use Klarna with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments

Give your customers more flexibility at checkout with Klarna, a Buy Now, Pay Later payment option that can increase affordability and help boost conversions.

<Note>
  **Note:** Klarna is only available through Kajabi Payments. Learn more about [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).
</Note>

Klarna is a Buy Now, Pay Later payment option available through Kajabi Payments. Enabling Klarna on your offers can make them more accessible to customers by giving them flexible ways to pay, while you receive the full payment amount upfront.

## How Klarna works

Klarna is a Buy Now Pay Later payment method that allows your customers to choose from various payment plans, letting them manage their finances more flexibly, while you get the full payment amount upfront.

At checkout, customers selecting to pay with Klarna are redirected to Klarna's secure site, where they'll either log in or create an account. Klarna then determines the available payment options based on the customer's location, creditworthiness, and purchase amount.

Common Klarna payment options include:

* **Pay in full (Pay Now):** Your customer pays for the purchase immediately using a card. Required for low-value purchases that don't meet installment thresholds
* **Pay later:** Your customer pays for the purchase in a single payment due in 30 days with no interest
* **Pay in 3 or 4:** Your customer pays for the purchase in three or four interest-free installments. The total transaction amount is typically spread equally across the installments, but Klarna might occasionally charge your customer more in the first installment based on the customer's purchasing power and other credit factors
* **Financing:** Your customer pays for the purchase over a longer term (up to 36 months), with potential interest charges. Not all customers are approved for the maximum amount, and approval is subject to creditworthiness

<Note>
  **Note:** Klarna determines which options are shown based on the customer's eligibility, location, and your offer price. If the offer amount exceeds Klarna's max in your region, Klarna will not appear as a payment method at checkout.
</Note>

<div>
  <iframe />
</div>

## Payment limits and eligibility

To offer Klarna successfully through Kajabi Payments, the following must be true:

* Your business must be registered in a supported Kajabi Payments country
* The customer must reside in the same country as your business
* Your offer must be a one-time payment in the default currency of your business's country
* The offer amount must fall within Klarna's minimum and maximum range for that country

<Note>
  **Note:** Currently, Klarna is only available to customers residing in the same country where your business is registered. Cross-border transactions are not supported. If a customer outside your business's registered country attempts to select Klarna at checkout, the transaction will not go through.
</Note>

## Klarna payment options by country

The following tables list the supported payment options for each country in its respective region. If a payment option isn't listed for a country, it isn't currently supported.

**Australia:**

| Payment option | Currency | Minimum | Maximum |
| -------------- | -------- | ------- | ------- |
| Pay in full    | AUD      | 0       | 4,000   |
| Pay in 4       | AUD      | 10      | 2,000   |

**Austria:**

| Payment option | Currency | Minimum | Maximum |
| -------------- | -------- | ------- | ------- |
| Pay in full    | EUR      | 0       | 10,000  |
| Pay later      | EUR      | 0.1     | 5,000   |
| Pay in 3       | EUR      | 1       | 5,000   |
| Financing      | EUR      | 25      | 10,000  |

**Belgium:**

| Payment option | Currency | Minimum | Maximum |
| -------------- | -------- | ------- | ------- |
| Pay in full    | EUR      | 0       | 10,000  |
| Pay in 3       | EUR      | 1       | 5,000   |

## Processing fees

Klarna charges a processing fee per successful transaction. You can find fee details for your region using the links below:

* [Australia](/articles/sales/kajabi-payments/kajabi-payment-fees-australia)
* [Canada](/articles/sales/kajabi-payments/kajabi-payments-fees-canada)
* [Europe](/articles/sales/kajabi-payments/kajabi-payments-fees-europe)
* [United Kingdom](/articles/sales/kajabi-payments/kajabi-payment-fees-united-kingdom)
* [United States](/articles/sales/kajabi-payments/kajabi-payments-fees-united-states)

## Refunding Klarna purchases

You can issue full or partial refunds for Klarna purchases through Kajabi for up to 180 days after the original payment.

* There are no fees to refund, but the original transaction fees are not returned
* Klarna manages all interest or repayment adjustments directly with the customer

## Managing Klarna purchases in Kajabi

You can view and manage Klarna transactions throughout the Kajabi app, just like other Kajabi Payments purchases. These transactions appear on:

* Payments Overview
* Transactions page
* Purchase Information
* Analytics

You can send receipts and process refunds as you would with any other payment method.

## Enable Klarna on offers

To enable Klarna on an offer with Kajabi Payments:

1. Go to **Sales** > **Pricing** > **Offers**
2. Select the **Offer** you wish to edit or [create a new one](../offers/create-an-offer)
3. Select the **Pricing** tab
4. Navigate to the **Payment Providers** section
5. Check the box next to **Klarna**
6. Click **Save** to apply your changes

<div>
  <iframe />
</div>

## Klarna marketing guidelines

A great way to let your customers know you accept payments with Klarna is by including Klarna branding on your product and cart pages. However, it's important to follow Klarna's [official marketing compliance guidelines](https://docs.klarna.com/marketing/solutions/grab-and-go) to avoid the risk of Klarna deactivating your ability to offer Klarna as a payment method due to a breach of those guidelines.

To stay compliant, you must:

* Only use approved Klarna messaging and logos
* Never imply that using Klarna will improve a customer's credit score or financial situation
* Avoid using unapproved wording to describe Klarna payment methods

<Warning>
  **Warning:** There are FCA regulatory requirements in the UK for advertising Klarna's Buy Now, Pay Later services. Failure to comply could result in criminal charges. You must only advertise Klarna using pre-approved messaging from Klarna. Review the official Klarna-approved wording in [Klarna's UK Financial Promotion Rules](https://www.klarna.com/uk/merchant-support/financial-promotions/).
</Warning>

## Klarna FAQs

### Do I need a Klarna merchant account?

No, you don't need a Klarna merchant account. Klarna serves as an extra payment option for your customers during checkout, and Kajabi Payments manages the process on your behalf.

### What offers will Klarna work for?

Klarna is only available on one-time offers that are configured to Kajabi Payments. It also supports additional purchases tied to the offer, including order bumps and upsells. However, Klarna may not be visible for these subsequent purchases if they are not one-time purchases or do not meet other requirements.

### Can customers apply coupons with Klarna?

Yes, customers can apply coupons at checkout before completing the purchase with Klarna.

### Does Klarna perform a credit check for my customers, and will this affect their credit score?

Klarna does not always perform a credit check. When a credit check is performed, they verify your customer's identity using the details provided and look at information from the credit report to understand your customer's financial behavior and evaluate their creditworthiness.

A soft credit check is performed when a customer selects: Pay in 3 or 4, Pay later, or Monthly financing.

For more information, see [Does Klarna perform a credit check?](https://www.klarna.com/us/customer-service/klarna-perform-credit-check/).

### Will all my customers be approved to pay using Klarna?

Not necessarily. Klarna's approval process is based on factors like the customer's credit profile and order history.

### What can my customers see about my business within their Klarna account?

Customers can see basic information about your business within the Klarna app, including your store name, logo, and the offers they've purchased using Klarna.

### What happens if a customer misses a payment?

If a customer misses a payment, this does not affect your relationship with the customer or the funds you've already received. Klarna manages payment collections independently. Customers can reference this Klarna article for more information: [What happens if I can't pay on time?](https://www.klarna.com/us/customer-service/what-happens-if-i-cant-pay-on-time/)


# Convert offers from Stripe to Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-convert-your-offers-from-stripe-to-kajabi-payments

Accept Kajabi Payments on all offers with a single click.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Switching from Stripe to Kajabi Payments is simple. You can convert all your existing offers at once, without disrupting any ongoing sales or subscriptions.

## Update all offers from Stripe to Kajabi Payments

You can update all of your offers at the same time to accept cards as well as additional payment methods via Kajabi Payments instead of Stripe without needing to edit them one by one.

Here is what you can expect:

* Any offers accepting PayPal will continue to accept PayPal **in addition to Kajabi Payments**
* Any **previously purchased** subscriptions or payment plans that are currently on Stripe will remain on Stripe, and only new purchases will be on Kajabi Payments

You can also choose to automatically enable Buy Now Pay Later offerings such as Afterpay on all your offers to increase conversions at checkout.

### Convert all offers to Kajabi Payments

1. Open the **Sales** tab from your Dashboard
2. Click **Pricing**
3. Locate the **banner** at the top of the screen
4. Select **Let's do it!** from the banner
   <img alt="Offers Pricing Page" />

<img alt="Offers banner" />

5\. Choose if you'd like to enable **Buy Now, Pay Later** payment options, including [**Afterpay**](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers) and [**Klarna**](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments), on all your eligible one-time offers
6\. Select **Convert now**

<img alt="Convert offers" />

Once your offers are done updating, you will receive an email from Kajabi Payments notifying you that the conversion is complete. This is an instant process and will not disrupt any sales that happen while your offers are updating.

<img alt="Offers KP Email" />

You can always change the payment provider on each offer manually.

<Note>
  **Note:** Kajabi Payments does not support the legacy 2016 checkout. When converting your offers to Kajabi Payments, any existing offers on the 2016 checkout legacy can now be converted to the current checkout when converting from Stripe to Kajabi Payments. Learn how to [update your checkout from 2016 to 2018](/articles/sales/checkout/how-to-update-your-checkout-from-2016-to-2018).
</Note>


# Enable Afterpay on Kajabi Payments Offers
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers

Enable Afterpay on offers to give customers flexible payment options and lower the barrier to purchase.

<Note>
  **Note:** Afterpay is only available through Kajabi Payments. Learn more about [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).
</Note>

Afterpay is a Buy Now, Pay Later payment method that makes your offers more affordable by allowing customers to split purchases into smaller payments. You get paid upfront while your customers enjoy flexible payment terms.

## How Afterpay works

Afterpay allows your customers to split purchases into four payments over a period of six weeks or longer termed monthly installments, while you get the full payment amount upfront.

To pay with Afterpay, customers are redirected to Afterpay's site, where they either sign up or login to authorize the payment by agreeing to the terms of a payment plan:

<div>
  <iframe />
</div>

Depending on the value of the offer and your customer's history with Afterpay they may see the option to split the purchase into four payments over a period of six weeks, and/or monthly installments over a longer term:

<img alt="Afterpay payment options" />

<Note>
  **Note:** Afterpay supports payments up to $4,000 in the United States, $2,000 in Canada and Australia, and £1,200 in the UK. Offers exceeding this amount will not be eligible for Afterpay, and you won't be able to choose Afterpay as an additional payment method when creating your offers.
</Note>

## Supported regions

Afterpay is currently available via Kajabi Payments for Heroes whose businesses are registered in the United States, Canada, the UK, and Australia.

Afterpay cross-border can now be offered to your international customers who live in the supported Afterpay markets:

* United States
* Australia
* New Zealand
* United Kingdom
* Canada

When selecting to offer Afterpay to your international customers, there are specific parameters that you must meet for Afterpay to show up as a payment method on your checkout. Your offer must be presented in the default currency associated with your country, and within the following limits:

* **United States:** between $1 - $4,000 USD (Due to Afterpay restrictions, your customers outside of the US will not be able to purchase an amount greater than \$2,000 USD)
* **Canada:** between $1 - $2,000 CAD
* **Australia:** between $1 - $2,000 AUD
* **United Kingdom:** £1 - £1,200 GBP (Due to Clearpay restrictions, your customers outside of the U.K. will not be able to purchase an amount greater than £1,000 GBP)

Additionally, a cross-border fee will be applied to international Afterpay transactions.

<Note>
  **Note:** Kajabi Payments does not allow cross-border payments on the first charge when setting up Afterpay. This means that you must have a successful Afterpay transaction from a customer located in the same country that your business is registered in before you will be able to accept cross-border transactions.
</Note>

## Transaction fees

You can learn more about the fees associated with Afterpay in your region via the links below:

* [United States](/articles/sales/kajabi-payments/kajabi-payments-fees-united-states)
* [Australia](/articles/sales/kajabi-payments/kajabi-payment-fees-australia)
* [Canada](/articles/sales/kajabi-payments/kajabi-payments-fees-canada)
* [United Kingdom](/articles/sales/kajabi-payments/kajabi-payment-fees-united-kingdom)

## Processing refunds

You'll be able to complete full or partial refunds for Afterpay transactions through Kajabi up to 120 days after the original payment. There are no fees to refund a charge however, the fees from the original charge will not be returned. If applicable, anything related to interest will be handled directly by Afterpay.

## Manage Afterpay purchases in Kajabi

You can see Afterpay purchases reflected throughout the Kajabi application and take actions, like sending receipts and refunding payments.

Afterpay transactions will appear on the following pages:

* Payments Overview page
* Transactions Page
* Purchase Information page
* Analytics

## Enable Afterpay on offers

To enable Afterpay on an offer with Kajabi Payments:

1. Go to **Sales** > **Pricing** > **Offers**.
2. Select the **Offer** you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
3. Select the **Pricing** tab
4. Navigate to the **Payment Providers** section
5. Check the box next to **Afterpay**
6. Click **Save** to apply your changes

<img alt="Enable Afterpay" />

## Afterpay FAQs

### Do I need an Afterpay merchant account?

No, you don't need an Afterpay merchant account. Afterpay serves as an extra payment option for your customers during checkout and Kajabi Payments manages the process on your behalf.

### What offers will Afterpay work for?

Afterpay is only available on one-time offers that are configured to Kajabi Payments. It also supports additional purchases tied to the offer including order bumps, upsells. However, Afterpay may not be visible for these subsequent purchases if they are not one-time purchases or do not meet other requirements.

### Will the price limit for Afterpay increase in the future?

Afterpay is currently reviewing its offerings and limits.

### Can customers apply coupons with Afterpay?

Yes, customers can apply coupons at checkout before completing the purchase with Afterpay.

### Does Afterpay do a credit check for my customers?

Afterpay typically only performs a soft credit check for large amounts using the monthly installment option. For more information see [Does Afterpay conduct credit checks?](https://help.afterpay.com/hc/en-us/articles/4487846176793-Does-Afterpay-conduct-credit-checks-)

### Will all my customers be approved to pay using Afterpay?

Not all customers are guaranteed approval for Afterpay, as approval depends on various factors considered during Afterpay's assessment.

### What can my customers see about my business within their Afterpay account?

Customers can see basic information about your business within the Afterpay app, including your store name, logo, and the products they've purchased using Afterpay.

### What happens if a customer misses a payment?

If a customer misses a payment, this does not affect your relationship with the customer or the funds you've already received. Afterpay manages payment collections independently. Customers can reference this Afterpay article for more information: [I missed a payment. What happens to my account?](https://help.afterpay.com/hc/en-us/articles/900005359743-I-missed-a-payment-What-happens-to-my-account-#:~:text=If%20you%20miss%20a%20payment,spending%20limit%20has%20decreased%20too.)

### Is there a minimum or maximum purchase amount for customers using Afterpay?

Minimum and maximum purchase amounts may vary based on the individual customer's eligibility.

For US-based merchants, crossborder Afterpay has a minimum of $1 and a maximum limit of $2000.


# Enable Apple Pay and Google Pay on Kajabi Payments Offers
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers

Enable digital wallets like Apple Pay and Google Pay as additional payment methods at checkout with Kajabi Payments.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Apple Pay and Google Pay give your customers a fast, secure way to complete purchases using their digital wallets. Enabling these payment methods can help reduce checkout friction and improve conversion rates.

## Apple Pay and Google Pay overview

Apple Pay and Google Pay purchases are processed the same way as credit/debit cards are with Kajabi Payments and do not incur any additional fees. You can expect to see purchases made with these digital wallets reflected throughout the Kajabi application and take actions, like sending receipts, pausing or canceling subscriptions, and refunding payments just like any other transactions are handled today.

Digital wallet transactions will appear on the following pages:

* Payments Overview page
* Transactions, Subscriptions, and Payment Plans pages
* Purchase Information page
* Analytics

Enabling Apple Pay and Google Pay for your offer will update the look and feel of the checkout experience. Your customers will see a UI that displays a selection of all the payment methods you've configured to the offer at checkout (credit card, Apple Pay or Google Pay, and/or PayPal).

<img alt="Checkout with digital wallets" />

<Note>
  **Note:** You and your customers will not see both Apple Pay and Google Pay as payment options on the same checkout page. These methods are device-specific and will only appear depending on the end user's correlating device (Android devices with Google Pay, or Apple devices with Apple Pay set up).
</Note>

## Enable Apple Pay or Google Pay on an offer

To enable Apple Pay and/or Google Pay on an offer with Kajabi Payments:

1. Go to **Sales** > **Pricing** > **Offers**.
2. Select the **Offer** you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
3. Select the **Pricing** tab
4. Navigate to the **Payment Providers** section
5. Check the box next to **Apple Pay** and/or **Google Pay**
6. Click **Save** to apply your changes

<div>
  <iframe />
</div>

<Note>
  **Note:** Apple Pay and Google Pay are exclusively available through Kajabi Payments. Learn more about [getting started with Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).
</Note>

## Filter by Apple Pay or Google Pay purchases

Keep track of how many purchases have been made with Apple Pay or Google Pay on the Transactions page.

To filter by Apple Pay or Google Pay purchases:

1. Open the **Sales** tab from the Dashboard
2. Click **Transactions**
3. Select **Filters**
4. Navigate to **Payment Methods**
5. Select **Apple Pay** or **Google Pay**
6. Click **Show results**

<div>
  <iframe />
</div>

## Apple Pay FAQs

### What offers will Apple Pay work for?

Apple Pay is only available to any one-time, subscription, or payment plan offers that are configured to Kajabi Payments. It also supports additional purchases tied to the offer, such as trials, set-up fees, order bumps, upsells.

### Why don't I see Apple Pay on checkout?

Apple Pay is only visible as a payment method on checkout if you **already** have Apple Pay set up on supported Apple devices.

* On an iPhone
  * iPhone models with Face ID
  * iPhone models with Touch ID, except iPhone 5s
* On an iPad
  * iPad Pro, iPad Air, iPad, and iPad mini models with Touch ID or Face ID
* On a Mac
  * On the web in Safari

### When will my customers see Apple Pay on checkout?

Your customers will only see Apple Pay as a payment method on checkout if they **already** have Apple Pay set up on supported Apple devices.

* On an iPhone
  * iPhone models with Face ID
  * iPhone models with Touch ID, except iPhone 5s
* On an iPad
  * iPad Pro, iPad Air, iPad, and iPad mini models with Touch ID or Face ID
* On a Mac
  * On the web in Safari

## Google Pay FAQs

### What offers will Google Pay work for?

Google Pay is only available to any one-time, subscription, or payment plan offers that are configured to Kajabi Payments. It also supports additional purchases tied to the offer, such as trials, set-up fees, order bumps, upsells.

### Why don't I see Google Pay on checkout?

Google Pay is only visible as a payment method on checkout if you already have Google Pay set up with your Google account.

### When will my customers see Google Pay on checkout?

Your customers will only see Google Pay as a payment method on checkout if they already have Google Pay set up with their Google account.


# Integrate QuickBooks Online with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-integrate-quickbooks-online-with-kajabi-payments

Connect Kajabi Payments with QuickBooks Online using QuickBooks Sync by Acodei to track your business income and expenses.

<Note>
  **Note:** This feature may be subject to an additional cost outside of your base Kajabi plan fee.
</Note>

## Overview

Integrating Kajabi Payments with QuickBooks Online helps you track your business income and expenses automatically. Using QuickBooks Sync by Acodei, your transaction data syncs seamlessly between platforms.

## QuickBooks Online and QuickBooks Sync by Acodei

QuickBooks Online is a powerful accounting software that helps all types of businesses track income and expenses anytime, on any device.

QuickBooks Sync by Acodei automatically imports your Kajabi Payments transaction data into QuickBooks Online so you can easily reconcile your transaction data and know where your business stands.

<Note>
  **Note:** Syncing transaction data from Kajabi to QuickBooks is only available with Kajabi Payments. [Learn how to onboard to Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).
</Note>

## Imported data from Kajabi Payments

Once integrated, Kajabi Payments will pass your payout information to QuickBooks Online via QuickBooks Sync by Acodei, including the following details:

* Fees
* Payouts
* Transaction amount
* Offer Internal Title
* Offer ID
* Customer name (if provided)
* Customer email (if provided)
* Customer address information (address, state, zip, country) (if provided)
* Offer Quantity
* Sales Tax Amount
* Sales Tax Name
* Sales Tax Rates
* Order ID (for [Cart](../checkout/kajabi-cart-overview) transactions)

## Install QuickBooks Sync by Acodei

Before starting your QuickBooks integration, make sure you have an active [QuickBooks Online](https://quickbooks.intuit.com/online/) account and you've fully onboarded to [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview). Then, begin the integration process by installing the QuickBooks Sync by Acodei app in your Kajabi Payment Integrations Settings.

<Note>
  **Note:** QuickBooks Sync by Acodei is a subscription software app. You can sync up to 30 transactions per month from Kajabi to QuickBooks for free using QuickBooks Sync by Acodei. Upgrade to a higher subscription tier to sync a larger number of transactions.
</Note>

To install the QuickBooks Sync by Acodei app:

1. Select **Settings** from the lower left corner of your Kajabi dashboard
2. Select **Payment Settings**
3. Navigate to **QuickBooks Sync by Acodei** and click **View app**
4. At the top right corner of the next screen, click **Install app**
5. A modal popup will appear. Review the app permissions and click **Install**

<div>
  <iframe />
</div>

## Connect your Kajabi account to QuickBooks

Once you've installed the QuickBooks Sync by Acodei app, use the app to connect your Kajabi account and your QuickBooks account.

To integrate QuickBooks Online with Kajabi Payments:

1. After installing the app, you'll be directed to a QuickBooks Sync welcome screen. On the welcome screen, click **Start onboarding**
2. Click **Connect to QuickBooks**
3. When prompted, enter your Intuit/QuickBooks User ID and Password
4. Click **Connect** on the next screen to confirm

<div>
  <iframe />
</div>

## Complete the integration onboarding process

After connecting your accounts, set up your integration of QuickBooks Online with Kajabi Payments via the in-app onboarding process.

To integrate QuickBooks Online with Kajabi Payments:

1. Confirm that you see a green "Connected" label next to your account name and click **Continue**

<img alt="QuickBooks Connected" />

2. Select a **deposit account** for your Kajabi payouts. This is typically a checking account
3. Select which accounts from your Chart of Accounts you want to **map your sales and refunds** to. Acodei will create products in QuickBooks tied to these accounts
4. Choose whether to **show Kajabi fees** in QuickBooks as a line item in a sales receipt or an expense
5. Select which fee account you'd like to **map Kajabi fees** to and choose if you want to include tax with other fees. Acodei will create a product in QuickBooks aligned to your fee management account
6. Choose whether to **import your customer names** into QuickBooks by syncing individual names or by using a default customer name
7. Choose if you want to import your customers' **email address and/or physical address data** into QuickBooks
8. Click **Continue** at the bottom of the page

<img alt="Acodei Step 2" />

9. Acodei will verify that your account configuration is working by performing a **test sync** pulling three recent transactions from Kajabi into QuickBooks. Confirm the data looks correct in QuickBooks

For additional assistance with QuickBooks Sync by Acodei subscription plans or other app issues/inquiries, contact [support@acodei.com](mailto:support@acodei.com).

## View and update QuickBooks Sync by Acodei settings

Once you've installed QuickBooks Sync by Acodei, access the app anytime in your Kajabi Settings to view or update your information.

To open the QuickBooks Sync by Acodei app:

1. Select **Settings** from the lower left corner of your Kajabi dashboard
2. Select **Payment Settings**
3. Navigate to **QuickBooks Sync by Acodei** and click `…` at the top right corner of the tile
4. Select **View app**

<img alt="View App" />

Click the tabs in your account settings menu to view or update the Account Mapping info you added during onboarding, view a Data Feed of your sales, refunds, and payouts, view or manage your Billing info, or view your Connection & Status:

<img alt="App Settings" />

### Disconnect your QuickBooks account

On the Connection & Status tab, click **Disconnect** to disconnect your QuickBooks account and stop syncing data from Kajabi:

<img alt="Disconnect QuickBooks" />

### Uninstall QuickBooks Sync by Acodei

Click **Uninstall app** at the top right corner of your settings page to uninstall the QuickBooks Sync by Acodei app from your Kajabi account:

<img alt="Uninstall App" />

## FAQs

### Does it cost extra to use QuickBooks Online and QuickBooks Sync by Acodei?

QuickBooks, Kajabi, and Acodei are independent software providers. Your subscriptions to QuickBooks Online and QuickBooks Sync by Acodei are completely separate from your Kajabi subscription and you'll pay any applicable subscription fees to each provider independently.

### Can I integrate QuickBooks Desktop with Kajabi?

No, QuickBooks Desktop cannot be integrated with Kajabi at this time. Only the QuickBooks Online product is supported by the integration.

### Is it possible to use a single QuickBooks Online account for multiple Kajabi sites?

Yes. QuickBooks Online supports usage across all your Kajabi sites. Just be sure to integrate each site individually with your QuickBooks Online account.

### Resolve a missing QuickBooks Online integration option

In order to connect your QuickBooks Online account, you must have Kajabi Payments fully set up in your account. [Learn how to onboard to Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).

### How often does QuickBooks receive my transaction information?

The integration instantly synchronizes every sale, refund, and payout in real time.


# Integrate Xero with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-integrate-xero-with-kajabi-payments

Connect Xero accounting software with Kajabi Payments to automatically import and reconcile transaction data.

## Overview

Xero is an accounting software that streamlines financial tasks for businesses and individuals. It offers tools for expense tracking, invoicing, bank reconciliation, and real-time reporting. With the Kajabi Payments integration, Xero creates a feed to automatically import your recent Kajabi Payment transactions so you can reconcile transactions regularly and know where your business stands.

<Note>
  **Note:**
  Xero is only available through Kajabi Payments. [Learn more about onboarding to Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).
</Note>

## Imported data from Kajabi Payments

Kajabi Payments passes all of your payout information directly to Xero including a breakdown of the following information:

* Fees
* Payouts
* Transaction Amount
* Offer Internal Title
* Offer ID
* Customer email
* Customer address information (address, state, zip, country)
* Offer Quantity
* Sales Tax Amount
* Sales Tax Name
* Sales Tax Rates
* Order ID (for [Cart](/articles/sales/checkout/kajabi-cart-overview) transactions)

## Integrate Xero with Kajabi Payments

To leverage the Xero integration, you must have a Xero account and have Kajabi Payments fully set up.

To integrate Xero with your connected Kajabi Payments account:

1. Open the Settings page from the Dashboard
2. Click **Payment Setup**
3. Click **View app**
4. Click **Install app**
5. Click **Connect Xero**
6. Sign up for a Xero account, or sign in to authenticate your Xero account
7. Click **Complete setup**

<div>
  <iframe />
</div>

## Sync historical payouts to Xero

When you connect Xero to Kajabi Payments, all new payouts will automatically be synced to your Xero account. To sync your previous payouts, follow these steps:

1. Open the **Settings** page from the Dashboard
2. Click **Payment Setup**
3. Select the **…** menu located next to the Xero integration and click on **View app**
4. Under Payouts, select the start date that you would like to gather all unsynced payouts from (to sync all of your previous Kajabi Payments payouts, we recommend selecting a date before you received your first Kajabi Payments payout)
5. Change the Migration status to **Not synched**. Click **Apply**
6. You should see the **Sync** button next to each of your previous payouts that have not been synced with Xero. Select **Sync** for each payout you would like to be synced to Xero

<img alt="how-to-use-xero-with-kajabi-payments-hc-draft-google-docs-0.png" />

## FAQs

### Do I have to pay extra for Xero?

Xero and Kajabi are two separate software platforms used for different purposes. Your subscription to Xero is completely separate from your Kajabi subscription.

### Is it possible to use a single Xero account for multiple Kajabi sites?

Yes. Xero seamlessly supports usage across all your Kajabi sites. Just ensure to integrate each site individually with your Xero account.

### Resolve a missing Xero integration on the Payments Setting page

To connect your Xero account, your setup with Kajabi Payments must be complete. [Learn more about onboarding to Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview).

### How often does Xero receive my transactional information?

Xero utilizes a 'bank feed' to process your transactional data. This means that any time a Kajabi Payments payout is completed, Xero will receive the payout information and data will be available on the platform. You can expect data to sync based on your payout schedule. [Learn more about Kajabi Payments Payouts](/articles/sales/kajabi-payments/kajabi-payments-payouts).


# Manage failed payments with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-manage-failed-payments-with-kajabi-payments

Handle failed recurring payments, view and export failed payment data, and manage automatic retries with Kajabi Payments.

## Overview

Payments can fail when a customer's recurring payment (subscription or payment plan) is not processed successfully. Kajabi Payments provides tools to handle failed payments, view and export them, and manage automatic retries.

<Note>
  **Note:**
  Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Understand failed payments

Payments can fail when a customer's recurring payment (subscription or payment plan) is not processed successfully. These failures can stem from a variety of reasons, including:

* Lack of a payment method tied to the customer record
* An expired payment method
* The payment is declined, which can happen for a variety of reasons

## Handle failed payments with Kajabi Payments

Kajabi Payments uses Stripe's Smart Retries feature to automatically attempt to recover failed payments. When a payment fails, Smart Retries will attempt to collect the payment up to 4 times over the course of several weeks. The timing of retries is optimized for success—for example, the attempt could be sooner if it predicts there is a higher chance of success due to new information. For additional insights, refer to [Stripe's documentation on Smart Retries](https://stripe.com/docs/billing/automatic-collection#smart-retries).

### What happens when a payment fails?

* If a payment fails, the status of the purchase record becomes **Past Due** wherever it is displayed in Kajabi
* On the Transactions Details page, the failed charge shows a **Retrying** status
  * If a retry succeeds, the status is set back to **Active**
  * If all 4 retries fail, the subscription or payment plan will be **Canceled** which revokes product access for the customer

### Automatic emails

When a payment fails, Kajabi will automatically send emails to:

1. Your customer, prompting them to update their payment information when a payment fails. [Learn how to customize the failed payment email notification](/articles/account-settings/notifications/edit-automated-email-notifications).
2. Your email on file, alerting you why the payment didn't go through, how many times we've retried, and the approximate date for the next attempt.

## View failed payments

To access information regarding failed payments, follow these steps:

1. Navigate to the **Payments page**
2. Click the **Transactions** tab
3. Click **Filter**
4. In the Filter Menu, select **Failed** and **Kajabi Payments**
5. Apply the filter to view failed payments
6. Use **...** to view more details about the failed payment

<div>
  <iframe />
</div>

## Export failed payments

To export your failed payment data:

1. Go to **Sales** > **Transactions**
2. Filter for Failed payments
3. Click **Export**

<div>
  <iframe />
</div>

## Auto revoke and auto grant after failed payment

If you want to revoke product access after the first failed payment for a subscription or payment plan, and then have access auto-granted back to your customer once the payment has succeeded, this setting can be turned on from your **Customer Payments** setting page. This feature is exclusively available to Kajabi Payments and Stripe.

To turn on Auto Revoke/Auto Grant:

1. From your Kajabi Dashboard, navigate to **Settings**
2. In Settings, select **Customer Payments**
3. Toggle the box under the revoke and grant access section
4. Click **Save** to apply the changes

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The auto revoke/grant feature does not trigger grant automations.
</Note>

## Manually retry failed payments

With Kajabi Payments, you can manually retry a failed payment. This process can be attempted twice every 24 hours, per transaction.

To manually retry a failed payment:

1. From the Kajabi Dashboard select the **Sales** tab
2. Click **Payments**
3. Select the **Transactions** tab
4. Locate the transaction you wish to retry, then click on the **payment**
5. Select **Retry Payment**
6. Click **Retry Payment** in the pop-up window to confirm

<div>
  <iframe />
</div>

## Turn off automatic retries

If you'd prefer to stop retries after a failed payment—without canceling the subscription—you can do so directly in Kajabi.

### Disable automatic retries on a failed payment

1. Go to **Sales** > **Payments** > **Transactions**
2. Locate the failed transaction. You can do this by filtering by status: **Failed**
3. Once you have selected the failed transaction click the **...** menu and select **Turn Off Automatic Retries**

<img alt="Cursor_and_Stanley__DM__-Kajabi-_Slack.png" />

<img alt="Cursor_and_Stanley__DM__-Kajabi-_Slack.png" />

Once turned off:

* Retry attempts will stop immediately
* The transaction will update from Retrying to Failed
* The subscription remains active unless manually canceled

### Disable automatic retries when canceling a subscription or payment plan

1. Go to **Sales** > **Payments** > **Transactions**
2. Locate the subscription or payment plan
3. Click the **...** menu and select **Cancel Subscription**
4. Select your cancellation option and check the box **Turn off automatic retries on all failed payments**

This action will disable automatic retries on all current retrying transactions when the subscription or payment plan is cancelled.

<img alt="Cancel subscription dialog" />

### Disable automatic retries when pausing a subscription or payment plan

1. Go to **Sales** > **Payments** > **Transactions**
2. Locate the subscription or payment plan
3. Click the **...** menu and select **Pause Subscription**
4. Check the box **Turn off automatic retries on all failed payments**
5. Click the **Pause subscription** button

<img alt="Pause subscription dialog" />

This action will disable automatic retries on all current retrying transactions when the subscription or payment plan is paused. Unpausing the subscription or payment plan does not re-enable auto-collection for the affected transactions.

<Note>
  **Note:**
  This is only available for Kajabi Payments and only applies to subscription or payment plan types.
</Note>

## Failed payment decline reasons

To access reasons for payment declines and recommended next steps, see [failed payment reasons](/articles/sales/offers/failed-payment-reasons).

If you have questions or run into issues, reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Respond to a dispute with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments

Identify, respond to, and counter disputes filed through Kajabi Payments.

## Overview

When a customer files a dispute, you need to act quickly to protect your business. This article explains how to identify, respond to, and counter disputes with Kajabi Payments.

<Note>
  **Note:**
  Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Identify a dispute through Kajabi Payments

If a customer files a dispute, a banner will appear on your [Payments Overview page](/articles/sales/offers/the-payments-page-overview), notifying you that you have a dispute that requires action. You can also view all of your disputes, no matter their status, on the **Disputes Page**. [Learn more](/articles/sales/kajabi-payments/disputes-page-overview).

To view disputes that require action:

1. From your Kajabi Dashboard, navigate to **Payments**
2. On the Payments page, select the **Disputes tab**

When a dispute is filed, you'll also receive an email from [payments.risk@kajabi.com](mailto:payments.risk@kajabi.com) with dispute details. The disputed amount, plus the [associated dispute fee](/articles/sales/kajabi-payments/kajabi-payments-processing-fees) will be withdrawn from your Kajabi Payments balance. If your balance does not have sufficient funds to cover the fee and the disputed amount, funds may be pulled from your connected bank account. However, you may get the disputed amount back if you end up winning the dispute.

In the dispute process, the burden of proof is placed on you to prove that the disputed charge is a valid transaction. This is industry standard and is not specific to Kajabi Payments.

## Respond to a dispute

When a customer files a dispute, Kajabi relays information between you and the cardholder's issuing bank filing the dispute. The final decision on the dispute is determined by the issuing bank.

### Steps to respond to a dispute

1. Review the dispute details on the [Transaction detail page](/articles/contacts/manage-your-contacts/transaction-details-page-overview)
2. If possible, reach out to the customer to attempt to rectify the issue
3. In any dispute situation, Kajabi recommends revoking access to any purchased content while the dispute is ongoing

[Learn how to revoke a customer's product access](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer).

### When to accept a dispute

You should accept a dispute if:

* **The dispute is a case of legitimate fraud** — where it does appear that a compromised payment method was used, we recommend that you do not fight these disputes. Instead, accept it and revoke access to the product purchased so the fraudster does not continue to have free access to whatever they purchased. Kajabi Payments employs various tools and strategies to help protect merchants from fraudulent transactions.
* **The customer was owed a refund that was never processed.** Goods or services were not provided to completion or were not provided to the standards set out at the time of purchase.

**To accept a dispute:**

1. From your Kajabi Dashboard, navigate to **Payments**
2. Select the **Disputes tab**
3. Click on the disputed amount that you want to respond to
4. Choose to **Respond to dispute**
5. In the response modal, select **Accept dispute**

### When to counter a dispute

You should counter a dispute if:

* You have reason to believe the rightful cardholder is accessing the content purchased and is trying to obtain goods/services for free
* A customer claims that they haven't received a good or service, but you have evidence it has been delivered and content has been consumed
* A customer claims they were billed erroneously, but you have evidence that they purchased multiple unique products/offers in quick succession
* A customer claims to have canceled a subscription or service in accordance with your terms, but you have evidence that the cancellation was not processed according to your policies

For the majority of institutions, reviewing disputes and evidence is a manual process that follows varying policies, so there are no guarantees the resolution will be in your favor even with the most well-presented evidence.

If a dispute is resolved in your favor, the disputed amount will be returned to you. If the issuing bank rules in the cardholder's favor, the funds will not be returned to you.

Have more questions? Reach out to [payments.risk@kajabi.com](mailto:payments.risk@kajabi.com) for assistance with disputes.


# Set up and manage subscriptions with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-set-up-and-manage-subscriptions-and-payment-plans-with-kajabi-payments

Create, manage, and cancel subscriptions and payment plans using Kajabi Payments.

You can create, manage, and cancel subscriptions and payment plans using Kajabi Payments.

<Note>
  **Note:**
  Kajabi Payments is currently only available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Kingdom, and select European countries.
</Note>

To learn more about Buy Now, Pay Later methods with Kajabi Payments, see [Buy Now, Pay Later methods with Kajabi Payments](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments).

## Supported subscription and payment plan features

Subscription and payment plan features that are currently supported with Kajabi Payments include the following:

* [The ability to configure trials and set up fees](/articles/sales/offers/how-to-customize-your-setup-fee-text)
* The ability to do full or partial refunds of subscription or payment plan transactions
* The ability to send receipts
* [The ability to cancel a subscription](/articles/sales/subscriptions/pause-or-cancel-a-subscription)
* [The ability to pause a subscription](/articles/sales/subscriptions/pause-or-cancel-a-subscription)

## Set up a subscription or payment plan with Kajabi Payments

### Create a subscription with Kajabi Payments

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the **Offer** you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Select the **Pricing** tab
5. For Payment Type, choose **Subscription**
6. Add a **Trial Period** (optional) and/or a **Setup fee** (optional)
7. Navigate to the **Payment Providers** section
8. Select **Kajabi Payments** from the dropdown menu
9. Click **Save** to apply your changes

<div>
  <iframe />
</div>

Kajabi Payments supports payment plans, allowing you to accept monthly payments for your product(s).

### Create a payment plan with Kajabi Payments

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Select the **Pricing** tab
5. For Payment Type, choose **Payment Plan**
6. Enter a **Payment amount** and **Number of Payments**
7. Add a **Trial Period** (optional) and/or a **Setup fee** (optional)
8. Navigate to the **Payment Providers** section
9. Select **Kajabi Payments** from the dropdown menu
10. Click **Save** to apply your changes

<div>
  <iframe />
</div>

## Refund and send receipts for a subscription or payment plan transaction

### Perform a full or partial refund

1. Open the **Sales** tab from the Dashboard
2. Select **Payments** from the Sales tab
3. From the Payments page, select **Transactions** to be taken to the Transactions page
4. Search or filter to find the customer's transaction that you want to refund. [Learn more](/articles/sales/kajabi-payments/transactions).
5. Once you have found the payment you wish to refund, select the **...** button for **More Actions**
6. In the More Actions drop-down menu, select **Refund**
7. Enter your **Refund amount** and select a reason (optional) for your records
8. Press **Refund** to complete the Refund process

<div>
  <iframe />
</div>

### Send a receipt for subscription transactions

1. Open the **Sales** tab from the Dashboard
2. Select **Payments**
3. Click **Transactions**
4. Search the email of the **Customer** you wish to refund
5. Open the **More Actions Menu** `…`
6. Select **Send Receipt**

<div>
  <iframe />
</div>

## Edit individual subscription or payment plan price

Edit an individual subscription price or payment plan directly through Kajabi with Kajabi Payments:

1. Open the **Sales** tab from the Dashboard
2. Click **Payments**
3. Select **Subscriptions**
4. Click the **subscription amount** for the customer you wish to edit
5. Use the **More Actions Menu** `…`
6. Select **Update Subscription**
7. If you are increasing the subscription price, you must check the **I agree to provide customers with adequate notice of price changes as required by law.** box to continue
8. Click **Save** to save your changes

<div>
  <iframe />
</div>

<Note>
  **Note:**
  When increasing a subscription price, you may be required to inform your customer about this change. Follow all applicable laws and regulations. The price change will go into effect at the next scheduled subscription date. If the price is changed 1 day before the next scheduled payment, the changes may not apply to that payment. The minimum amount required for all payments is \$0.50.
</Note>

## Update the billing date for subscriptions and payment plans

If a customer requests to move or pause the billing date for their Subscription or Payment Plan, you can easily make that change using Kajabi Payments.

Learn more about [updating billing dates, including tips and limitations](/articles/sales/kajabi-payments/how-to-update-the-billing-date-for-kajabi-payments-subscriptions-and-payment-plans).

## Cancel a subscription or payment plan

Canceling payments from the Purchase Information page on Kajabi will end the subscription or payment plan and revoke product access immediately for payments processed through Kajabi Payments.

### Cancel payments and product access

1. Open the **Sales** tab from your Dashboard
2. Select **Payments**
3. Click **Subscriptions**
4. Open the **More Actions** menu (…) for the subscription you wish to cancel
5. Click **Cancel Payments**
6. Select the date to cancel payments and access:
   * **End of the Current Billing Period**
   * **On a Custom Date**
   * **Cancel Now**
7. Click **Cancel Payments** to confirm

<div>
  <iframe />
</div>

If you have questions or run into issues, reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Update billing dates for Kajabi Payments subscriptions
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-update-the-billing-date-for-kajabi-payments-subscriptions-and-payment-plans

Adjust billing dates for subscriptions and payment plans to align with customer schedules.

## Overview

With Kajabi Payments, you can adjust billing dates for active subscriptions and payment plans. This feature offers increased flexibility to support customers' individual schedules, align billing with group program launches, or even extend a trial period.

<Note>
  **Note:**
  Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## How billing date updates work

This flexibility gives you more control over billing while creating a smoother experience for your customers.

If a customer is enrolled in a [subscription](/articles/sales/offers/how-to-create-a-subscription-offer) or [payment plan](/articles/sales/offers/create-a-payment-plan-offer) and requests to adjust their payment schedule, you can make this update directly from the Transaction Details page in Kajabi.

When the billing date is updated:

* The selected date becomes the anchor for all future payments
* The current billing period is extended to that date, meaning customers may receive additional access without being charged
* The billing interval remains unchanged (monthly, weekly, or annual), but you may optionally update the price during the same process

<Note>
  **Note:**
  Extending a billing date gives your customer additional access to your content without charging them. To charge for the extra time, create and send a prorated invoice before updating the billing date. [Learn how to create an invoice with Kajabi Payments](/articles/sales/kajabi-payments/invoicing-with-kajabi-payments).
</Note>

### Billing frequencies supported

* **Monthly billing:** Select a numeric calendar day (e.g., the 9th). All future charges will occur on that date each month.
* **Weekly billing:** Select a day of the week (e.g., Monday). All future charges will align with that weekday.
* **Annual billing:** Select a month and day (e.g., April 3rd). Future payments will align to that exact date.

## Update a subscription billing date

Changing a subscription billing date can be done through the Payments tab. The offer price can also be changed during this process.

To change the subscription billing date:

1. From your Kajabi Dashboard, click **Sales** → **Payments**
2. Under the **Subscriptions** tab, locate and select the subscription you want to update
3. Click the **More Actions** menu (...) and select **Update Subscription**
4. Choose the billing date and confirm

<div>
  <iframe />
</div>

## Update a payment plan billing date

To change a multiple payment offer's billing date:

1. From your Kajabi Dashboard, click **Sales** → **Payments**
2. Under the **Payment Plans** tab, locate and select the plan you want to update
3. Click the **More Actions** menu (...) and select **Update Subscription**
4. Choose the billing date and confirm

<div>
  <iframe />
</div>

## Tips, nuances, and common use cases

The billing date update feature supports a variety of scenarios:

* **Pause or skip a month:** Customer requests to skip April 10th? Set the next billing date to May 10th.
* **Align billing to a program start:** Perfect for cohort-based programs where billing needs to match a group kickoff date. Shift the next charge to match a group start date.
* **Extend a trial period:** Push the first payment date forward, extending the trial without billing.
* **Weekly billing flexibility:** Set billing to a preferred weekday (e.g., always charge on Mondays).
* **Manage free access vs. paid time:** Delay the billing date to extend access for free, or invoice first for the extra time.

## Important notes and limitations

<Important>
  **Important:**

  * Billing dates can **only move forward, not backward**. You cannot move the billing date earlier than the next scheduled payment.
  * This change **affects all future payments**, not just the next installment.
  * Updating a billing date **does not trigger an immediate charge**. Instead, it extends the customer's current access period.
  * There is no limit to how often a billing date can be updated.
  * You can update the offer price during this process.
  * Kajabi does not automatically charge for any "free" days created by the update. If needed, you can manually invoice for those days.
</Important>

## FAQs

### Will my customer be charged immediately when I update the billing date?

No. The customer receives access through the billing date without an additional charge. If you want to bill for the extended time, you must manually invoice them first. Learn how: [Invoicing with Kajabi Payments](/articles/sales/kajabi-payments/invoicing-with-kajabi-payments)

### Can I use this to skip multiple billing cycles?

Yes. You can update the billing date as many times as needed, each time pushing it forward by another interval.

### What if my customer is still on a trial?

Updating the billing date will extend the trial period by the selected amount of time. This can be useful if you want to delay their first charge.

### Can I change the billing interval (e.g., from weekly to monthly)?

No. This feature only updates the billing date, not the billing interval. If you wish to change the interval, you will need to cancel and re-enroll the customer on an offer with a different interval.

### Is this feature available for Heroes using the third-party Stripe integration?

No. This is exclusive to Kajabi Payments.


# Verify an EIN for Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-verify-your-employer-identification-number-ein-for-kajabi-payments

Upload tax documentation and match business information to verify an Employer Identification Number (EIN) for Kajabi Payments.

## Overview

If you've received a notification indicating that your Employer Identification Number (EIN) has not been verified, you'll need to upload your tax documentation and ensure your business information matches exactly.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Upload tax documentation

If you have received an email or notification indicating that your Employer Identification Number (EIN) has not been able to be verified, you will need to upload your tax documentation.

### To upload your tax documentation:

1. Open **Settings** in the bottom left corner of your Kajabi Dashboard
2. Click **Payment setup**
3. Open the **More actions** menu by clicking the three dots above Kajabi Payments
4. Click **View details**
   <Frame>
     <img alt="Status And Notification Center" />
   </Frame>
5. Upload your tax documentation as indicated on the onboarding page.

## Match a legal business name and EIN to documentation

Ensure your Legal Business Name and EIN match your documentation exactly.

It is important to note any capitalization, punctuation, and second lines as the name needs to match IRS records precisely.

**Using IRS documentation as reference when entering business name and tax ID number (TIN) for US-based businesses**

It is important that the information you enter for your legal name and tax ID number exactly match the information displayed on your official IRS-issued documentation, such as your SS-4 confirmation letter or your Letter 147C (the record of how your entity is filed with the IRS).

The IRS may display business name, and/or owner name, and/or organization name, or other unexpected combinations of information in their records. It is a common naming convention for LLCs to include both the owner name and the business name.

For Kajabi Payments partners to verify this information with the IRS, the full name must be entered exactly as displayed on these forms, including upper/lower case, symbols, and punctuation placement. When in doubt, enter all information listed above the business address. If there are several lines above the address, enter all details on one line separated by single spaces.

If your legal name and tax ID on file match the information on your SS-4 confirmation letter and Kajabi Payments partners are unable to verify it with IRS records, it is best to call the IRS and request a Letter 147C (the record of how your entity is filed with the IRS). If Kajabi Payments partners are still unable to verify the information on your recently obtained Letter 147C, upload a copy of your Letter 147C to the Dashboard.

## SS-4 confirmation letter examples

### Example 1

<img alt="draft-on-ein-guidance-google-docs-1.png" />

If your entity name resembles the document above on your SS-4 confirmation letter, you may need to enter the following as your legal entity name:

```text theme={null}
ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR
```

### Example 2

<img alt="draft-on-ein-guidance-google-docs-2.png" />

If your entity name resembles the document above like this on your SS-4 confirmation letter, you may only need to enter the following as your legal entity name:

```text theme={null}
ACME INC
```

## Letter 147C examples

### Example 1

<img alt="draft-on-ein-guidance-google-docs-3.png" />

If your entity name resembles the document above on your Letter 147C, you may only need to enter the following as your legal entity name:

```text theme={null}
ACME INC
```

### Example 2

<img alt="draft-on-ein-guidance-google-docs-4.png" />

If your entity name resembles the document above on your Letter 147C, you may need to enter the following as your legal entity name:

```text theme={null}
ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR
```

## Additional information

If you continue to experience issues with EIN verification after following these steps, contact our support team for additional assistance.


# View Kajabi Payments payouts and payout details
Source: https://help.kajabi.com/articles/sales/kajabi-payments/how-to-view-kajabi-payments-payouts-and-payout-details

View and track payouts, export payout details, and manage payout schedules with Kajabi Payments.

## Overview

To receive funds from Kajabi Payments, payouts are made directly to your bank account. You can view your current balance, the status and date that you expect to receive your next payout, and more on the Kajabi Payments Payouts Page.

<Frame>
  <img alt="Status And Kajabi Admin Sites 11785 Payouts" />
</Frame>

<Note>
  Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Learn more about [payout timing, transaction delays, and failed payouts](/articles/sales/kajabi-payments/kajabi-payments-payouts).

## View payouts

### View Kajabi Payments payouts

1. From the Kajabi Dashboard, select **Sales > Payouts**
2. Click **View payouts** to access your Payouts page
3. You can see recent payouts in the **Overview** and access a complete list of all your payout records by toggling to **All payouts** in the top navigation menu

<div>
  <iframe />
</div>

### Payout status

With Kajabi Payments your payouts can have the following statuses:

* **Paid** - The payout has landed in your bank account
* **In Transit** - The payout is on its way to your bank account
* **Failed** - The payout was unsuccessful, and you might need to connect to a different bank account to receive your balance

<Note>
  **Note:** Your initial payout may take up to 7 business days to become available for disbursement regardless of your selected payout schedule. In addition, payouts may experience delays due to bank holidays. In the event of a bank holiday, your payout is expected to be processed on the next business day. [Learn more](/articles/sales/kajabi-payments/kajabi-payments-payouts).
</Note>

## View payout details

You can view a breakdown of each payout by clicking on the **Payout Details Page** for records with a **Paid** status. This page provides an itemized view of all transactions included in the specific payout, including fees, refunds, and any adjustments made. Hover over each fee under the Payout Details to see the exact charges applied to a transaction.

<div>
  <iframe />
</div>

### Payout types and adjustments

Each payout has a **Payout type** of either Standard or Instant, visible on the payout detail page.

A payout consists of multiple factors that contribute to the total amount you receive:

* **Transactions:** Successful transactions from your customers, including one-time purchases, payment plans, and subscriptions.
* **Refund:** Amounts refunded to your customers.
* **Adjustment:** Additions or deductions to your Kajabi Payments balance that occur outside the standard charge or refund process.
* **Dispute Fee:** A withdrawal of the dispute fee when a payment is disputed by your customer.
* **Dispute Refund:** A withdrawal of the total disputed transaction amount when a payment is disputed by your customer.
* **Dispute Win:** A returned amount if a dispute is resolved in your favor.
* **Failed ACH Fee:** A fee applied when an ACH payment fails.
* **Instant Payouts:** When a previous Instant Payout is reflected in your next standard payout, you will see up to three related line items:
  * **Instant Payout:** The amount that was paid out instantly including the fee.
  * **Instant Payout Advance Funding:**  A temporary balance transaction offset by Instant Payout Advance.
  * **Instant Payout Advance:** A temporary balance transaction offset by Instant Payout Advance Funding.

<Frame>
  <img alt="Payout Categorization Hc Article Copy Google Docs" />
</Frame>

## Export payout details

You have the option to either individually export a single payout or bulk export your payouts within a specified timeline. You can choose between exporting a summary of these payouts or an itemized report that includes individual fee breakdowns for each transaction.

### Export transaction details

1. Navigate to the **Payments** page in your Kajabi Account
2. Click **View payouts** to access your Payouts page
3. Click on the **Export** button
4. Choose whether you'd like to export a summary of all your payouts within the specified date range or select an itemized report that includes all payouts and transactions within the specified date range

**Summary Payouts Export includes:**

* Payout ID
* Payout Type: Standard or Instant
* Initiated date
* Estimated arrival
* Gross
* Fees
* Refunds
* Adjustments
* Net
* Currency

**Itemized Payouts Export includes:**

* Payout ID
* Payout type: Standard or Instant
* Transaction type
* Initiated date
* Estimated arrival
* Amount
* Currency
* Fee
* Net
* Customer ID
* Customer Name
* Customer Email
* Offer ID
* Offer Title
* Provider
* Payment Method
* Created At
* Coupon Used
* Presented Amount
* Presented Currency
* Exchange Rate

## Update a payout schedule

You can find your current Payout schedule on the Payouts Page.

<img alt="Menubar_and_Kajabi_-__admin_sites_61829_payouts.jpg" />

To change your payout schedule, follow these steps:

1. From the Kajabi Dashboard, select **Sales > Payouts**
2. Select **Update** next to the Payout schedule
3. Choose the **Frequency** you'd like to receive payouts (e.g., weekly or monthly)
4. For weekly or monthly schedules, select the desired day for payouts

<div>
  <iframe />
</div>

<Note>
  Depending on your business, you may not see all the options for additional payout scheduling. Payout scheduling options can vary based on a variety of factors such as the industry you're operating in, etc. [Learn more](/articles/sales/kajabi-payments/kajabi-payments-payouts).
</Note>

## Update or add a bank account for payouts

### Add multiple bank accounts

Heroes in [Canada](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-canada), the [United Kingdom](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-kingdom), and [Europe](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-europe) can connect multiple bank accounts to receive payouts in different currencies.

At this time, Heroes in the United States and Australia can only connect one bank account.

### Update a bank account

**To update bank account(s):**

1. From the Kajabi Dashboard, navigate to the **Sales** tab and then select **Payouts**
2. Select **Change** next to your current bank account
3. Update your bank account details as needed

<div>
  <iframe />
</div>

## Handle a negative Kajabi Payments balance

Occasionally, you may need to process refunds or you may receive a chargeback after a payout has been initiated, causing your Kajabi Payments balance to drop below zero.

Any incoming sales will go towards bringing your Kajabi Payments balance back up, but if it is still negative when your next payout is scheduled to transfer, Kajabi may initiate a balance adjustment from your connected bank account to cover the deficit.

<Note>
  **Note:** To view your Stripe or PayPal payouts, you will need to sign into your Stripe or PayPal account.
</Note>


# Instant Payouts with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments



Access your available balance in Kajabi Payments within minutes.

Instant Payouts give you on-demand access to your available Kajabi Payments funds faster, any day of the week, including weekends and holidays. Your regular payout schedule stays exactly as is.

Use Instant Payouts for the moments when timing matters. It is a separate, optional feature and does not replace your standard payouts.

## **Before you begin**

Before using Instant Payouts, confirm that your account meets the following requirements:

* You have an active Kajabi Payments account 
* You are the account owner or sub-owner (all other user roles cannot access this feature)
* You have an available balance eligible for instant payout
* Have an instant payout supported bank account or debit card

<Note>
  Instant Payouts are available in most countries where Kajabi Payments is supported, with the exception of Slovakia. Availability may also depend on other account-level factors. If Instant Payouts is not visible in your account, your account may not currently meet the required criteria. See [<u>Kajabi Payments overview</u>](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-overview) for a full list of supported countries.
</Note>

## **Request an Instant Payout**

You can use Instant Payouts to pay out funds from your Kajabi Payments account to an eligible bank account or debit card.

To access instant payouts 

1. Go to the **Sales** > **Payouts** page in the left navigation.
2. If eligible, you will see the Instant Payout section.  This displays your available balance eligible for instant payout.

<Note>
  Instant Payouts are only available in the default currency for your Kajabi Payments region, regardless of the bank account or debit card connected to your account. For example, if your Kajabi Payments account is based in the United Kingdom, you can only make an instant payout in GBP.
</Note>

1. Click **Pay out Now**. 
   <Frame>
     <img alt="Instant Payouts" />
   </Frame>
2. In the payout modal, review the available amount and adjust if needed. 
3. If your bank account is eligible, you should see it in the ‘**Pay out to**’ section with the payout button below enabled.
   <img alt="Instant Payout Funds" title="Instant Payout Funds" />
4. If your bank account is not eligible, you will be asked to add a debit card. 
5. Upon clicking the **Pay out** button below, the Instant Payout will be initiated.

Once submitted, Kajabi processes the transfer using your selected payout destination. If the payout is successful, you will be returned to the **Payouts** page and shown a confirmation. Your instant payout balance will be cleared, and your funds will be sent to the bank account or debit card you selected.

<Note>
  Instant Payouts are subject to daily limits. If you have reached your daily limit, the **Pay out now** button will be disabled. Limits reset at midnight in your local timezone.
</Note>

## **Payout destinations**

Instant Payouts can be sent to an eligible bank account or a verified debit card.

### **Bank** account

If your connected bank account is eligible for Instant Payouts, it will appear as the default destination. No additional setup is required. Not all bank accounts support instant transfers. Eligibility depends on your region and your bank's participation in the relevant payment network.

### **Debit card**

If you prefer to send funds to a different destination than your connected bank account, or if your bank account is not eligible, you can add an eligible debit card to receive Instant Payouts. 

## **Adding a Debit Card**

Before using a debit card for Instant Payouts, you may need to add and verify the card in your payout settings.

To add a debit card:

1. Go to the **Sales** > **Payouts** page from the left navigation.
2. Click **Pay out now** on the Available Instant Payout section
3. If your bank account is ineligible for instant payout, you’ll be prompted to add a debit card.

<img alt="Instant Payouts Add Debit Card" title="Instant Payouts Add Debit Card" />

4. Otherwise, you can click the edit icon next to the ‘Pay out to’ destination to change your payout destination.
   <img alt="Instant Payouts Edit 1" title="Instant Payouts Edit 1" />
5. Next you’ll be taken to a form to add your debit card.
6. Once added, your debit card will be in a pending status, and an email will be sent to the owner of the Kajabi account to verify it.
   <img alt="Instant Payouts Pending" title="Instant Payouts Pending" />
   <img alt="Instant Payouts Pending 2" title="Instant Payouts Pending 2" />
7. Confirm the debit card by clicking through the link on the email:
   <img alt="Instant Payout Debit Confirm" title="Instant Payout Debit Confirm" />
8. After your debit card is successfully added, it may become available as an option for future instant payouts.

## **Instant payout fees**

A service fee applies to each Instant Payout. The fee is shown upfront in the payout modal before you confirm. Your regular payout schedule has no additional fees.

For specific fee rates by region, visit [<u>Kajabi Payments Processing Fees</u>](https://help.kajabi.com/en/articles/12695453-kajabi-payments-processing-fees)

## **Payout details and transaction history:**

Instant Payouts appear in your payout history on the **Payouts** page with a payout type of *Instant*.

### **Instant payout detail page**

The detail page for an instant payout shows the payout amount, fee, and net amount received. It does not include transaction-level details such as individual sales or charges.

<Frame>
  <img alt="Instant Payout Details" />
</Frame>

Transaction-level details for funds included in an instant payout will appear in your next scheduled payout. That payout will include a line item with a type of *Instant Payout* below the Adjustments category, along with all transactions that would have been included in your instant payout.

<Frame>
  <img alt="Status And Kajabi Admin Sites 9398… Po Q Xp QMHN Vt4w Xd Khc2kw6k8" />
</Frame>

### **Payout exports**

Payout exports include a **Payout type** column that identifies each payout as either standard or instant. Instant payouts appear as a single line item in itemized exports with an Adjustment type.

## **Notifications**

Kajabi will send notifications related to Instant Payout activity so you can stay informed about important changes and payout status updates.

### **New Debit Card Added**

You will receive a notification when a new debit card is added to your account. This helps you confirm that the payout method was added successfully and alerts you to any unexpected changes.

<img alt="Instant Payouts New Debit Card" title="Instant Payouts New Debit Card" />

### **Payout Success**

You will receive a payout success notification after an instant payout has been completed successfully. This confirms that the funds were sent using your selected payout method.

<img alt="Instant Payouts Payout Success Email" title="Instant Payouts Payout Success Email" />

### **Payout Failure**

If an instant payout cannot be completed, you will receive a payout failure notification. This can happen for several reasons, such as an unsupported card, incorrect payout details, or a temporary issue with the payout method.

If a payout fails, review your payout details and confirm that your selected bank account or debit card is eligible and up to date before trying again.

## **Additional notes**

Instant Payouts are designed to give you faster access to your funds, but transfer timing can still vary depending on the payout method and eligibility status.

To avoid payout issues:

* Keep your payout details current
* Make sure your debit card is active and eligible
* Review any account verification requirements
* Monitor your notifications for payout updates

## **FAQs**

### **How long does an instant payout take?**

Funds typically arrive within 30 minutes. In some cases it may take longer depending on your bank or card provider.

### **Does using Instant Payouts affect my regular payout schedule?**

No. Your standard payout schedule stays exactly as is. Instant Payouts are a separate, on-demand option.

### **What is the fee for an instant payout?**

A service fee applies and varies by region. The exact fee is shown upfront in the payout modal before you confirm. For a full breakdown by region, see [<u>Kajabi Payments Processing Fees</u>](https://help.kajabi.com/en/articles/12695453-kajabi-payments-processing-fees).

### **Can I schedule or standard instant payouts?**

No. Instant Payouts are on-demand only and must be initiated manually each time.

### **Can I do a partial instant payout?**

You can adjust the payout amount in the modal up to your available balance. Full or partial payouts are supported up to the maximum payout limit for your region.

### **Why can I only have an instant payout in one currency?**

Instant Payouts are available for your default balance currency only. If you have balances in multiple currencies, instant payouts apply to the currency associated with your Kajabi Payments country.

### **Can team members or admins initiate instant payouts?**

No. Instant Payouts can only be initiated by the account owner or sub-owner. The feature is not available to other user roles.

### **Where can I find transaction details for my instant payout?**

Transaction-level details are not shown on the instant payout detail page. They will appear in your next standard payout below the Adjustments category, with a type of *Instant Payout*.


# Create and manage invoices with Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/invoicing-with-kajabi-payments

Create, send, and manage invoices directly within Kajabi using Kajabi Payments.

## Overview

Invoicing is an all-in-one solution that lets you create, send, and manage invoices directly within Kajabi—where you already create and sell.

<Note>
  **Note:**
  Invoicing is exclusively available for Heroes using Kajabi Payments. Learn more about Kajabi Payments: [Kajabi Payments Overview](/articles/sales/kajabi-payments/kajabi-payments-overview)
</Note>

Invoicing is ideal for:

* Offering a one-time discount on an existing offer to a customer
* Handling one-off payments, such as paying off a payment plan early or making a deposit
* B2B transactions, like speaking engagements or other services
* Flexible scenarios where custom pricing and direct billing streamline your business

Kajabi Payments Invoicing costs the same to use as Stripe, with an additional fee of 0.40% per invoice.

## Create an invoice

To create an Invoice:

<img alt="Invoice creation" />

1. From your Kajabi Dashboard, go to **Sales → Invoices**
2. Click **+ New Invoice**
3. **Select or create a customer**
4. **Add items:**
   * Search for existing offers or choose **New offer** to create one on the fly
   * Click **New item** to add additional offers as line items to your invoice
   * For each line item, set the **Qty** and **Price**. Use the trash icon to remove an item.
5. **Choose the due date** and add an optional **note**
6. Review the **Summary:**
   * The **Subtotal** reflects all items and quantities
   * If any item is taxable, the summary will reflect your selected tax treatment

Once your invoice is ready, you can either save it as a draft or click **Send Now** and send it directly to your customer via email right away.

<img alt="Invoice summary" />

## Invoice statuses

Once created, Invoices move through a series of statuses as they're created and processed.

The basic lifecycle of an Invoice includes:

1. **Draft:** A newly created invoice starts with this status
2. **Open:** Once you finalize and send the invoice to your customer, the status changes to Open. At this point, most details of the invoice can no longer be edited.
3. **Paid:** After your customer pays the invoice, its status will automatically update to Paid, or if you collect payment for the Invoice outside of Kajabi you can mark it as paid.
4. **Void / Uncollectable** (Optional): You have the option to manually change the status of an unpaid invoice to either Void or Uncollectable if needed.

### Draft

When your invoice is in Draft, it has not yet been sent to your customer. While in this status, any part of the invoice can be edited. When the invoice is ready, it can be finalized and sent; a draft invoice cannot be paid:

<img alt="invoicing-beta-help-article-draft-google-docs (1).png" />

<Note>
  **Note:**
  Once sent, an invoice cannot be moved back to draft status.
</Note>

### Open

Once an invoice is sent, its status changes to Open. In this state, the invoice has been finalized and is awaiting payment from the customer. Finalizing and sending the invoice generates a unique URL for your customer to pay. After an invoice is sent, it cannot be altered.

However, you can manage an open invoice using the following options:

* **Resend invoice:** Send the same invoice email again to the recipient
* Mark as Uncollectible, Void, or Paid
* **Collect payment manually:** This opens the checkout form where you can manually enter your customer's payment information

<img alt="invoicing-beta-help-article-draft-google-docs (2).png" />

<Note>
  **Note:**
  If you'd prefer to send your customer a direct link to the checkout page, click Collect payment manually to access the checkout page URL, which you can copy and send. This is also where you can preview the checkout experience from your customer's perspective.
</Note>

### Paid

An invoice's status changes to Paid once the customer completes payment. This status is terminal, meaning it cannot be altered:

<img alt="invoicing-beta-help-article-draft-google-docs (3).png" />

<Note>
  **Note:**
  **Mark as Paid**

  If a customer pays through an external method (e.g., paper check), you can manually mark the invoice as Paid to reflect the transaction in Kajabi. Marking an invoice as paid ensures consistency, but keep in mind that these manually paid invoices will not appear in Kajabi's analytics and reporting, as the transaction took place outside Kajabi.
</Note>

### Void

Voiding an invoice is like canceling or deleting it, but it leaves a paper trail for future reference. You might void an invoice if it was sent by mistake or if updates are needed. Only invoices in Open status can be voided. Voided invoices cannot be reopened or edited.

To void an invoice:

1. Navigate to the **Sales** tab in your Kajabi Dashboard
2. Select **Invoices**
3. Select the desired invoice, click on the **...** menu, then choose **Mark as void**

Once voided:

* The Invoice cannot be edited, and its status cannot be changed
* The invoice will no longer be payable
* The unique invoice URL becomes inaccessible
* No notification is sent to the customer
* The invoice is treated as zero-value for reporting purposes but remains accessible on the Invoice Page with a clear Void status

<img alt="invoicing-beta-help-article-draft-google-docs (4).png" />

### Uncollectable

Sometimes a customer is unable to pay. If you determine that an invoice is unlikely to be paid, you can update its status to Uncollectable. This helps track bad debt for reporting purposes.

To mark an Invoice as Uncollectible:

1. Navigate to the **Sales** tab in your Kajabi Dashboard
2. Select **Invoices**
3. Select the desired Invoice, click on the **...** menu, then select **Mark uncollectible**

Once marked as uncollectible:

* The Invoice cannot be edited, and its status cannot be changed
* The invoice will no longer be payable
* The unique invoice URL becomes inaccessible
* No notification is sent to the customer
* The invoice is treated as zero-value for reporting purposes but remains accessible on the Invoice Page with a clear Uncollectable status

<img alt="invoicing-beta-help-article-draft-google-docs (5).png" />

## Invoicing settings

You can customize and configure defaults for invoices from the **Invoice Settings** page to ensure your checkout looks and functions the way you want it to.

### Customize Invoice Settings

1. From your Kajabi Dashboard, go to **Sales → Invoices → Settings**
2. Customize your checkout button color and text
3. Checkout fields - Choose additional customer fields you want to collect at checkout (Name, Address, Phone, Tax ID, or add a custom field)

<Note>
  **Note:**

  * An email address is always required and cannot be deselected.
  * If you are using Kajabi Payments' Sales Tax tool, the address field will still appear in checkout, even if it's not selected here, in order to calculate tax.
</Note>

<img alt="Invoice settings" />

### Select payment providers

Select the payment options that will be available on your Invoices.

<img alt="Payment providers" />

<Note>
  **Note:**
  This setting will override the payment provider settings on any existing offers added to an invoice.
</Note>

### Add a service agreement

Customize to require your customers to consent to the Terms and Conditions policy for your business.

<img alt="Service agreement" />

### Sales tax

If you are using Kajabi Payments' Sales Tax tool:

1. Check **Include tax in the offer's price** if you want tax to be included in the offer price. If left unchecked, tax will be added on top of the price at checkout for all taxable offers.
2. This setting overrides individual offer tax settings and applies to all invoices. [Learn more about charging tax with Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview).

<img alt="Sales tax settings" />

### Invoice email reminders

With invoice email reminders, you can automatically send up to three reminder emails to customers about unpaid invoices. These reminders can be customized to go out at specific intervals before, on the day of, or after the invoice due date.

If you choose not to customize the timing, the default invoice email reminder settings are as follows:

1. 3 days before the due date
2. On the due date
3. 7 days after the due date

To set up Invoice Email Reminders:

1. From your Kajabi Dashboard, go to **Sales → Invoices → Settings**
2. In Invoice Setting, toggle **ON** **Send a reminder email if a one-off invoice hasn't been paid.**
3. Use the drop-down menu to choose **when** the reminder email should be sent
4. Click **Add Reminder+** to add another reminder email to be sent. The maximum number of emails is 3.
5. Remember to **save** your changes

<img alt="Email reminders" />

<Note>
  **Note:**
  Want to be notified when your customers receive an invoice reminder email? Enable notifications in your Account Notifications & Privacy settings. [Learn More](/articles/account-settings/notifications/update-email-notifications).
</Note>

## Customer experience with invoicing

When you send an invoice to your customer, they will receive an email with the details of the invoice, including a clear breakdown of the amount due and the due date. The email will look something like this:

<img alt="Customer invoice email" />

Within the email, your customer will see a prominent **Pay this invoice** button. When they click this button, they will be redirected to a secure, unique URL that leads to the checkout page created specifically for their invoice.

On the checkout page, they can review the details of the invoice, including the product or service they are being billed for, and complete their payment using the payment options you have selected to offer:

<img alt="Customer checkout page" />

Once the payment is successfully completed:

* Your customer will receive a confirmation of the payment
* If the invoice is linked to a product in Kajabi, they will immediately gain access to that product or service through their Kajabi account
* This seamless process ensures a smooth and professional experience for your customer, from receiving the invoice to completing the payment and accessing their purchase

## FAQs

### What is the invoicing feature?

The invoicing feature allows you to create, send, and manage invoices directly from Kajabi.

### How do I create an invoice?

You can create an invoice by navigating to the invoicing section, clicking **Create New Invoice**, and filling out the necessary details.

### I currently use one-off offers in Kajabi for client payments. What's the advantage of using invoices, especially if they come with higher fees?

You can absolutely continue using one-off offers if you prefer, but invoices offer additional benefits. They simplify managing and tracking payments, help keep track of outstanding invoices and due dates, and allow you to set custom pricing quickly without needing to adjust or duplicate existing offers. This can be particularly useful as your business grows and transactions become more complex.

### Is there a limit to the number of invoices I can send?

No, there is no limit to the number of invoices you can send.

### Can I set up recurring invoices?

No, currently you can only accept one-time payments through invoices.

### Can I include more than one product on an invoice?

Yes. You can add **multiple line items** (up to **100** offers) to a single invoice and collect one payment.

### How do I track the status of my invoices?

You can track the status of your invoices from your Invoices page, where you can see if they are sent or paid.

### What payment methods are supported?

All the payment methods supported by Kajabi Payments are available on the invoice checkout. To customize which payment methods and providers appear for an invoice from **Sales → Invoices → Settings**.

### Can I charge tax on my Invoice?

Yes, if your offer is configured to charge sales tax, the invoice will automatically apply the tax settings you've set for that offer. From **Invoices → Settings**, you can choose whether tax is included in the offer price or added on top of the price at checkout.

### Can I integrate the invoicing feature with my accounting software?

Yes, the invoicing feature integrates with QuickBooks Online and Xero, keeping your transaction data up-to-date.

### Is there a fee for using the invoicing feature?

Yes, Kajabi Payments Invoicing costs the same to use as Stripe, an additional 0.40% per invoice on top of standard processing fees.

### Can I send invoices in multiple currencies?

Yes, you can send invoices in multiple currencies to accommodate international clients.

### What happens if an invoice is not paid on time?

Nothing happens automatically if an invoice is not paid on time. You can choose to resend the invoice email or mark an invoice void or uncollectible.

### Can I customize my invoices?

Yes. Invoices pull in your site logo automatically. From **Invoices → Settings**, you can set the checkout button color and text, required and custom fields, service agreement, payment providers, and tax treatment.


# Kajabi Capital: fast, frictionless business funding
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-capital-fast-frictionless-funding-for-your-business

Access fast business funding through Kajabi Capital based on sales performance.

## Overview

Kajabi Capital provides fast, frictionless access to business funding based on sales performance. Unlike traditional lenders, funding decisions are made using your Kajabi processing volume, with a fixed transparent fee. If approved, get funds in as little as 1-2 days, and keep building without interruption.

## How Kajabi Capital works

1. **Pre-Approval:** Parafin evaluates your Kajabi processing volume to determine if a pre-approved offer is available.
2. **Review your pre-approved offer and Apply:** Review your offer terms (amount, fee, and repayment details) and complete a brief application process.
3. **Get funded:** If approved, funds are available in as little as **1-2 days**.
4. **Repay:** The capital fee is fixed and disclosed upfront. Repay with a percentage of your sales.

<img alt="Kajabi Capital" />

## Where to access Kajabi Capital

Go to **More** > **Capital** within the Kajabi dashboard. If pre-approved you'll see offer information available there.

**Direct link:** [https://app.kajabi.com/admin/last\_site/capital](https://app.kajabi.com/admin/last_site/capital)

## FAQs

### How does Parafin determine who qualifies for an offer?

Parafin evaluates your Kajabi processing volume and sales performance to determine eligibility. Because offers are based on your actual performance on Kajabi, eligibility may change over time as your sales change.

### Who manages servicing and collections?

Parafin manages servicing and collections for Kajabi Capital. If you have questions about your offer, repayment, or servicing, you can contact Parafin directly (see contact information below).

### How are funding amounts determined?

Funding amounts are typically determined by your Kajabi processing volume and sales trends. Your specific offer will include the available funding amount, the fixed fee, and your repayment details.

### How are loans repaid?

Repayment terms including timing are shown in your offer before you accept. Repayment is based on a percentage of your sales and the payment method is collected by Parafin when you accept the loan.

## Get more information

If you have questions about eligibility, servicing, or a specific offer, reach out to Parafin at [kajabi-capital@parafin.com](mailto:kajabi-capital@parafin.com).

## Disclosures

This article is provided for informational purposes only and does not constitute financial, legal, or tax advice. Consider consulting your professional advisors to determine what's right for your business.

All loans are issued by Celtic Bank. All loans and offers are subject to credit approval, identity verification, and are subject to periodic review and may change without notice. Bank transfers are subject to review.


# Kajabi Payments fees: Australia
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payment-fees-australia

A breakdown of Kajabi Payments fees for businesses registered in the United States.

**Kajabi Payments** processing fees for businesses registered in Australia cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                          | Rate               |
| --------------------------------- | ------------------ |
| **Card Transactions**             | 1.70% + \$0.30 AUD |
| **International Cards**           | + 1.80%            |
| **Subscriptions & Payment Plans** | + 0.7%             |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, go to [**Account Settings > Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) for details of your current plan.

To see how your plan stacks up against our newest plans and if you might save, explore our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates).

## Buy now, pay later

### Afterpay

| Fee type                         | Rate            |
| -------------------------------- | --------------- |
| **One-Time Payment Transaction** | 6% + \$0.30 AUD |
| **Cross Border**                 | + 1.5%          |

### Klarna

| Fee type                         | Rate               |
| -------------------------------- | ------------------ |
| **One-Time Payment Transaction** | 4.99% + \$0.55 AUD |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

## Additional fees

The following fees can apply regardless of which payment method your customer uses. You'll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

With Kajabi Sales Tax, you only pay for what you use. The fee is calculated for every successful transaction on an Offer where sales tax is enabled, regardless of whether sales tax is charged or not. This fee covers the verification, calculation, and tracking of all transactions on a taxable offer.

| Fee type             | Rate                         |
| :------------------- | :--------------------------- |
| **Kajabi Sales Tax** | + \$0.20 AUD per transaction |

### Invoicing

This fee applies when a payment is processed through Kajabi Invoicing, in addition to the base processing rate for the payment method used.

| Fee type         | Rate               |
| :--------------- | :----------------- |
| Kajabi Invoicing | + 0.4% per invoice |

### Disputes

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee, will be deducted from your Kajabi Payments Balance. <br /><br />If your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account linked to your Kajabi Payments account. [Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

| Fee type | Rate                                 |
| :------- | :----------------------------------- |
| Disputes | \$25.00 AUD per disputed transaction |

<Note>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor. There is no evidence submission process for ACH payments and the dispute outcome is final.
</Note>

### Currency conversion

A 2% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

| Fee type            | Rate |
| :------------------ | :--- |
| Currency conversion | + 2% |

### Instant Payouts

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

| Fee type       | Rate                      |
| :------------- | :------------------------ |
| Instant Payout | 1.5% (\$0.50 AUD minimum) |

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is an international fee applied?

The international card fee only applies when the card used by the buyer is issued in a different country from where your business is located. This is often called a cross-border fee.

### When would I be charged a subscription or payment plan fee?

The recurring billing fee only applies to recurring transactions, such as subscriptions and payment plans. This fee applies to all transactions related to the subscription or payment plans, including the initial and subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the Offer is set to a currency different from your bank's settlement currency. For example, if you are an Australian-based business and your bank settles in AUD, a currency conversion fee would apply if you set your offer's currency to anything other than AUD.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction with Kajabi Payments included in your payout via the [Payouts Page](/articles/sales/kajabi-payments/kajabi-payments-payouts) or your customer's [Purchase Information Page](/articles/contacts/manage-your-contacts/purchase-information-page-overview).

### Will refunding transactions mean that my customer cannot raise a dispute?

Proactively issuing a refund is the most effective way to prevent disputes. Although disputes may occasionally still arise, you'll have the opportunity to present evidence that the transaction has already been refunded for the dispute to be reversed in your favor.

### Can I do a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.


# Kajabi Payments fees: United Kingdom
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payment-fees-united-kingdom

A breakdown of Kajabi Payments fees for businesses registered in the United States.

**Kajabi Payments** processing fees for businesses registered in the United Kingdom cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                | Rate              |
| ----------------------- | ----------------- |
| Standard UK cards       | 1.5% + £0.20 GBP  |
| **Premium UK cards**    | 1.9% + £0.20 GBP  |
| **EEA cards**           | 2.5% + £0.20 GBP  |
| **International cards** | 3.25% + £0.20 GBP |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, go to [**Account Settings > Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) for details of your current plan.

To see how your plan stacks up against our newest plans and if you might save, explore our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates).

## Buy now, pay later services

### Clearpay

| Fee type                         | Rate           |
| -------------------------------- | -------------- |
| **One-Time Payment Transaction** | 6% + £0.30 GBP |
| **Cross Border**                 | + 1.5%         |

### Klarna

Currently, [Klarna](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments) is only available for transactions between UK Heroes and UK customers. As a result, only inter-UK pricing is provided above.

| Fee type                          | Rate              |
| --------------------------------- | ----------------- |
| **One-Time Payment Transactions** | 4.99% + £0.35 GBP |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

## Additional fees

The following fees can apply regardless of which payment method your customer uses. You'll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

With Kajabi Sales Tax, you only pay for what you use. The fee is calculated for every successful transaction on an Offer where sales tax is enabled, regardless of whether sales tax is charged or not. This fee covers the verification, calculation, and tracking of all transactions on a taxable offer.

| Fee type             | Rate                        |
| :------------------- | :-------------------------- |
| **Kajabi Sales Tax** | + £0.12 GBP per transaction |

### Invoicing

This fee applies when a payment is processed through Kajabi Invoicing, in addition to the base processing rate for the payment method used.

| Fee type             | Rate               |
| :------------------- | :----------------- |
| **Kajabi Invoicing** | + 0.4% per invoice |

### Disputes

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee will be deducted from your Kajabi Payments Balance. In the event that your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account you have attached to your Kajabi Payments account. [Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

| Fee type     | Rate                       |
| :----------- | :------------------------- |
| **Disputes** | £20.00 GBP per transaction |

<Note>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor. There is no evidence submission process for ACH payments and the dispute outcome is final.
</Note>

### Currency conversion

A 2% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

| Fee type            | Rate |
| :------------------ | :--- |
| Currency conversion | + 2% |

### Instant Payouts

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

| Fee type       | Rate               |
| :------------- | :----------------- |
| Instant Payout | 1% (£0.50 minimum) |

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is the UK processing rate applied?

The UK processing rates apply when the card used by the buyer is issued in the UK.

### When is an international processing rate applied?

The international card processing rate only applies when the card used by the buyer is issued in a different country outside of both UK and EEA.

### When is the EEA processing rate applied?

The EEA processing rates apply when the card used by the buyer is issued in the EEA.

### When would I be charged a subscription or payment plan fee?

The recurring billing fee only applies to recurring transactions, such as subscriptions and payment plans. This fee applies to all transactions related to the subscription or payment plans, including the initial and subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the Offer is set to a currency different from your bank's settlement currency. For example, if you are a UK-based business and your bank settles in GBP, a currency conversion fee would apply if you set your Offer's currency to anything other than GBP.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction with Kajabi Payments included in your payout via the [Payouts Page](/articles/sales/kajabi-payments/kajabi-payments-payouts) or your customer's [Purchase Information Page](/articles/contacts/manage-your-contacts/purchase-information-page-overview).

### Will refunding transactions mean that my customer cannot raise a dispute?

Yes, if you issue a full refund on a charge before a dispute happens, it is no longer possible for the cardholder to dispute it. In this case, you'll be protected from any future dispute or dispute fee.

### Can I do a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.


# Kajabi Payments 1099-K tax forms
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-1099-k-tax-forms

Understand 1099-K eligibility, access forms, and review reported payment activity for Kajabi Payments.

## Overview

A 1099-K form is a US tax document that reports payment activity processed during the calendar year. This article explains what a 1099-K is, who qualifies to receive one, when forms are available, and how to download the form from Kajabi.

## What is a 1099-K?

A [1099-K form](https://www.irs.gov/businesses/understanding-your-form-1099-k) is a US tax document that reports payment activity processed during the calendar year. It is used for tax reporting purposes and is issued when certain IRS thresholds are met.

This form is:

* Provided to the Kajabi Payments account Owner or Sub-owner users
* Submitted to the IRS
* Submitted to certain U.S. states, depending on filing requirements

<Warning>
  **Important:**
  Kajabi does not calculate or determine your tax liability. The 1099-K is informational only. For guidance on how to use this form when filing, consult a qualified tax professional.
</Warning>

## Who receives a 1099-K?

You will receive a Kajabi Payments 1099-K if all of the following apply:

* Your account is based in the United States, or you are a non-U.S. user filing as a U.S. taxpayer
* You exceeded the IRS reporting thresholds for the year
* You are the Owner or Sub-owner of the site

<Warning>
  **Important:**
  IRS thresholds are determined by the IRS and may change from year to year.
</Warning>

If you manage multiple sites, confirm you are logged into the correct site before checking your documents.

## When are 1099-K forms available?

If you qualify, your 1099-K will be available by January 31 for the previous tax year.

You will be notified when the form is ready:

* In-app via a banner notification
* By email (if notifications are enabled)

## Receive notifications

When your 1099-K is ready, a banner appears across key pages in your dashboard.

Selecting **View** on the banner:

* Takes you directly to **Settings → Documents**
* Dismisses all active banners

## Turn on optional email notifications

Enable email alerts to receive a reminder when your form is available.

1. Go to **Settings → Notifications & privacy**
2. Under **Kajabi Payments**, enable **Notify me when Form 1099-K is available**
3. Confirm your profile email address is correct

When your form is generated, you'll receive an email with a direct link to the Documents page.

## Download a 1099-K

1. From your dashboard, select **Settings**
2. Click **Documents**
3. Ensure the correct site is selected from the dropdown
4. Locate **Form 1099-K** for the year you need
5. Select **Download**
6. Save the file in a secure location

<Tip>
  **Tip:**

  * Confirm you are downloading the correct tax year
  * If you file in multiple jurisdictions, consult your tax advisor regarding retention requirements
</Tip>

## 1099-K contents

Your 1099-K reports payment volume based on transaction settlement date during the calendar year, calculated using UTC time.

For Kajabi Payments, this total:

* Includes customer payments and applicable taxes
* Excludes payment processing and platform application fees
* Does not represent net payouts deposited to your bank account

Because of this, your 1099-K will not match:

* Your bank payout totals
* Kajabi Analytics gross revenue
* Kajabi Analytics net revenue

This is expected behavior and does not indicate an error.

## Troubleshooting

### You don't see the Documents page

* Confirm Kajabi Payments is enabled
* Verify you are signed in as **Owner or Sub-owner**
* If you manage multiple sites, switch to the correct site

### You see Documents, but no 1099-K

* Forms only appear once they are generated
* Before January 31? Check back later
* After January 31? Confirm you met the IRS threshold:
  * Over \$20,000 **and**
  * More than 200 transactions

If the issue persists, please contact **[payments.support@kajabi.com](mailto:payments.support@kajabi.com)**

## FAQs

### Which years are 1099-Ks available for?

All years for which a 1099-K was generated remain available in Documents.

### Can other users on my account download my 1099-K?

Only Owners and Sub-owners can access tax documents.

### Is this available without Kajabi Payments?

If you process payments through third-party providers like Stripe or PayPal, those providers are responsible for issuing your 1099 forms. Please get in touch with them directly for tax documents related to payments processed outside of Kajabi Payments.

### How do I update my tax information?

You can update your legal and tax details in the Payments Setup settings where you initially onboarded to Kajabi Payments. Please note that changes apply to future filings only. If you need to file a correction, please reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com).

### I didn't reach the IRS reporting threshold. Can I still request a 1099-K?

If your Kajabi Payments account did not meet the IRS reporting threshold for the year, a 1099-K is not automatically generated.

In some cases, you may still want documentation of your payment activity for tax reporting purposes. If you believe you should have received a 1099-K or have questions about your eligibility, contact **[payments.support@kajabi.com](mailto:payments.support@kajabi.com)** and our team can review your account.

### What if I use Stripe or PayPal instead of Kajabi Payments?

If you process payments through Stripe or PayPal, those providers issue and manage your 1099 forms. Kajabi does not generate 1099s for payments processed outside of Kajabi Payments.

## Privacy and security

Your 1099-K contains sensitive tax information.

Best practices:

* Download only on secure devices
* Limit access to authorized users
* Store files in encrypted or protected locations


# Complete Kajabi Payments verification requirements
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-additional-verification-requirements

Verify Kajabi Payments information and complete the verification process.

## Overview

Kajabi uses Stripe as a payment processor for Kajabi Payments. Stripe added additional requirements for accounts across the Stripe platform including Kajabi Payments. Consequently, Heroes who use Kajabi Payments may need to update their information to meet Stripe's requirements.

## Why you may need to verify Kajabi Payments information

<Warning>
  **Important:**
  In order to continue processing payments and avoid potential payout delays, please review your account to ensure that you have completed any missing required information.
</Warning>

To complete your verification on the [Kajabi Payments Settings page](https://app.kajabi.com/admin/last_site/kajabi_payments):

1. Click the **...** menu
2. Select **View Details** from the dropdown

<img alt="HC_Kajabi_Payments__Additional_Stripe_Requirements_-_Google_Docs.jpg" />

## FAQs

### What type of information will I need to update?

The information required will depend on your account. You might need to input your physical address, as P.O. Boxes are no longer acceptable. Additionally, you may be asked to provide your full social security number, as initially only the final 4 digits were required. Other possible requirements include your EIN, website link, owner details, or similar. Please follow the steps outlined above to be prompted with the specific information required for your account.

### How is my information secured?

The information you provide in response to this request is input directly to Stripe and used for verification purposes only. Both Kajabi and Stripe take steps to secure your information. For more information please see Kajabi's [Privacy Notice](https://legal.kajabi.com/policies/privacy) and Stripe's [Privacy Policy](https://stripe.com/privacy).


# Kajabi Payments fees: Canada
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-canada

A breakdown of Kajabi Payments fees for businesses registered in Canada.

**Kajabi Payments** processing fees for businesses registered in Canada cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                          | Rate               |
| --------------------------------- | ------------------ |
| **Card Transactions**             | 2.90% + \$0.30 CAD |
| **International Cards**           | + 0.8%             |
| **Subscriptions & Payment Plans** | + 0.7%             |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [**<u>Additional fees</u>**](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-united-states#additional-fees) below

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, head to [**Account Settings › Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) to see the details of your current plan.

Curious about how your plan stacks up against our plans and where you might save more? Visit our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates) to explore.

## Buy Now, Pay Later

### Afterpay

| Fee type                         | Rate            |
| -------------------------------- | --------------- |
| **One-Time Payment Transaction** | 6% + \$0.30 CAD |
| **Cross Border**                 | + 1.5%          |

### Klarna

| Fee type                         | Rate               |
| -------------------------------- | ------------------ |
| **One-Time Payment Transaction** | 5.99% + \$0.30 CAD |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [**<u>Additional fees</u>**](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-united-states#additional-fees) below.

## **Additional fees**

The following fees can apply regardless of which payment method your customer uses. You’ll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

| Fee type             | Rate                         |
| :------------------- | :--------------------------- |
| **Kajabi Sales Tax** | + \$0.20 CAD per transaction |

With Kajabi Sales Tax, you only pay for what you use. The fee is 15 cents per transaction and will only apply to transactions from Offers that have Kajabi Sales Tax enabled.

### **Invoicing**

| Fee type             | Rate               |
| :------------------- | :----------------- |
| **Kajabi Invoicing** | + 0.4% per invoice |

### Disputes

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee, will be deducted from your Kajabi Payments Balance. If your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account linked to your Kajabi Payments account. [Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

| Fee type     | Rate                                 |
| :----------- | :----------------------------------- |
| **Disputes** | \$15.00 CAD per disputed transaction |

<Warning>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor.
</Warning>

### Currency conversion

A 2% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

| Fee type                | Rate |
| :---------------------- | :--- |
| **Currency Conversion** | + 2% |

### Instant Payouts

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

| Fee type       | Rate                    |
| :------------- | :---------------------- |
| Instant Payout | 1% (\$0.50 CAD minimum) |

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is an international fee applied?

The international card fee only applies when the card used by the buyer is issued in a different country from where your business is located. This is often called a cross-border fee.

### When would I be charged a subscription or payment plan fee?

The recurring billing fee only applies to recurring transactions, such as subscriptions and payment plans. This fee applies to all transactions related to the subscription or payment plans, including the initial and subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the Offer is set to a currency different from your bank's settlement currency. For example, if you are a Canadian-based business and your bank settles in CAD, a currency conversion fee would apply if you set your Offer's currency to anything other than CAD.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction with Kajabi Payments included in your payout via the [Payouts Page](/articles/sales/kajabi-payments/kajabi-payments-payouts) or your customer's [Purchase Information Page](/articles/contacts/manage-your-contacts/purchase-information-page-overview).

### Will refunding transactions mean that my customer cannot raise a dispute?

Proactively issuing a refund is the most effective way to prevent disputes. Although disputes may occasionally still arise, you'll have the opportunity to present evidence that the transaction has already been refunded for the dispute to be reversed in your favor.

### Can I do a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.


# Kajabi Payments fees: Europe
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-europe

A breakdown of Kajabi Payments fees for businesses registered in the United States.

**Kajabi Payments** processing fees for businesses registered in [supported European countries ](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-europe)cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                         | Rate              |
| -------------------------------- | ----------------- |
| **Standard EEA cards**           | 1.5% + €0.25 EUR  |
| **Premium EEA cards**            | 1.9% + €0.25 EUR  |
| **UK cards**                     | 2.5% + €0.25 EUR  |
| **International cards**          | 3.25% + €0.25 EUR |
| **Subscription & Payment Plans** | + 0.7%            |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, go to [**Account Settings > Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) for details of your current plan.

To see how your plan stacks up against our newest plans and if you might save, explore our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates).

## Buy now, pay later services

### Klarna

Klarna fees are determined by your customer's location. An additional cross-border fee applies if your business is registered in a different country from your customer.

| Customer location                                                                    | Rate              |
| ------------------------------------------------------------------------------------ | ----------------- |
| **North America** (customer is in the US or CA)                                      | 5.99% + €0.30 EUR |
| **DACH + Northern Europe** (customer is in AT, BE, DE, NL, CH)                       | 2.99% + €0.35 EUR |
| **Nordics** (customer is in DK, FI, NO, SE)                                          | 2.99% + €0.40 EUR |
| **Other European countries** (customer is in CZ, FR, GR, IE, IT, PL, PT, RO, ES, GB) | 4.99% + €0.40 EUR |
| **Cross-border**                                                                     | +1.5%             |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

## Additional fees

The following fees can apply regardless of which payment method your customer uses. You'll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

With Kajabi Sales Tax, you only pay for what you use. The fee applies to every successful transaction on an Offer where sales tax is enabled, regardless of whether sales tax is charged or not. This fee covers the verification, calculation, and tracking of all transactions on a taxable offer.

| Fee type             | Rate                        |
| :------------------- | :-------------------------- |
| **Kajabi Sales Tax** | + €0.15 EUR per transaction |

### Invoicing

This fee applies when a payment is processed through Kajabi Invoicing, in addition to the base processing rate for the payment method used.

| Fee type             | Rate               |
| :------------------- | :----------------- |
| **Kajabi Invoicing** | + 0.4% per invoice |

### Disputes

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee will be deducted from your Kajabi Payments Balance. In the event that your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account you have attached to your Kajabi Payments account. [Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

| Fee type     | Rate                                |
| :----------- | :---------------------------------- |
| **Disputes** | €20.00 EUR per disputed transaction |

<Note>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor. There is no evidence submission process for ACH payments and the dispute outcome is final.
</Note>

### Currency conversion

A 2% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

| Fee type            | Rate |
| :------------------ | :--- |
| Currency conversion | + 2% |

### Instant Payouts

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

| Fee type       | Rate               |
| :------------- | :----------------- |
| Instant Payout | 1% (€0.50 minimum) |

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is the EEA processing rate applied?

The EEA processing rates apply when the card used by the buyer is issued in the EEA.

### When is the UK processing rate applied?

The UK processing rates apply when the card used by the buyer is issued in the UK.

### When is an international processing rate applied?

The international card processing rate only applies when the card used by the buyer is issued in a different country outside of both the EEA and UK.

### When would I be charged a subscription or payment plan fee?

The recurring billing fee only applies to recurring transactions, such as subscriptions and payment plans. This fee applies to all transactions related to the subscription or payment plans, including the initial and subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the offer is set to a currency different from your bank's settlement currency. For example, if you are an Italian-based business and your bank settles in EUR, a currency conversion fee would apply if you set your offer's currency to anything other than EUR.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction with Kajabi Payments included in your payout via the [Payouts Page](/articles/sales/kajabi-payments/kajabi-payments-payouts) or your customer's [Purchase Information Page](/articles/contacts/manage-your-contacts/purchase-information-page-overview).

### Will refunding transactions mean that my customer cannot raise a dispute?

Yes, if you issue a full refund on a charge before a dispute happens, it is no longer possible for the cardholder to dispute it. You'll be protected from any future dispute or dispute fee in this case.

### Can I do a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.


# Kajabi Payments fees: United Arab Emirates
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-united-arab-emirates

A breakdown of Kajabi Payments fees for businesses registered in the United States.

**Kajabi Payments** processing fees for businesses registered in the United Arab Emirates cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                          | Rate             |
| --------------------------------- | ---------------- |
| **Card Transactions**             | 2.90% + AED 1.00 |
| **International Cards**           | + 1%             |
| **Subscriptions & Payment Plans** | + 0.7%           |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](https://help.kajabi.com/#additional-fees) below.

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, go to [**Account Settings > Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) for details of your current plan.

To see how your plan stacks up against our newest plans and if you might save, explore our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates).

## Additional fees

The following fees can apply regardless of which payment method your customer uses. You'll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

| Fee type             | Rate                       |
| :------------------- | :------------------------- |
| **Kajabi Sales Tax** | + AED 0.60 per transaction |

With Kajabi Sales Tax, you only pay for what you use. The fee is calculated for every successful transaction on an Offer where sales tax is enabled, regardless of whether sales tax is charged or not. This fee covers the verification, calculation, and tracking of all transactions on a taxable offer.

### Invoicing

| Fee type             | Rate               |
| :------------------- | :----------------- |
| **Kajabi Invoicing** | + 0.4% per invoice |

This fee applies when a payment is processed through Kajabi Invoicing, in addition to the base processing rate for the payment method used.

### Disputes

| Fee type     | Rate                               |
| :----------- | :--------------------------------- |
| **Disputes** | AED 55.00 per disputed transaction |

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee, will be deducted from your Kajabi Payments Balance. In the event that your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account you have attached to your Kajabi Payments account.

<Note>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor. There is no evidence submission process for ACH payments and the dispute outcome is final.
</Note>

[Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

### Currency conversion

| Fee type            | Rate |
| :------------------ | :--- |
| Currency conversion | + 1% |

A 1% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

### Instant Payouts

| Fee type       | Rate                    |
| :------------- | :---------------------- |
| Instant Payout | 1.5% (AED 0.50 minimum) |

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](https://help.kajabi.com/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is an international fee applied?

The international card fee only applies when the card used by the buyer is issued in a different country from where your business is located. This is often called a cross-border fee.

### When would I be charged a subscription or multiple payment fee?

The recurring billing fee only applies to recurring transactions, such as subscriptions and multiple payments. This fee applies to all transactions related to the subscription or multiple payments, including the initial and subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the Offer is set to a currency different from your bank's settlement currency. For example, if you are a US-based business and your bank settles in USD, a currency conversion fee would apply if you set your Offer's currency to anything other than USD.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction with Kajabi Payments included in your payout via the [Payouts Page](/articles/sales/kajabi-payments/kajabi-payments-payouts) or your customer's [Purchase Information Page](/articles/contacts/manage-your-contacts/purchase-information-page-overview).

### Will refunding transactions mean that my customer cannot raise a dispute?

Proactively issuing a refund is the most effective way to prevent disputes. Although disputes may occasionally still arise, you'll have the opportunity to present evidence that the transaction has already been refunded for the dispute to be reversed in your favor.

### Can I perform a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.

### Can I use Klarna & Afterpay/Clearpay?

At this time, Kajabi Payments UAE does not support buy now pay later options such as Klarna or Afterpay/Clearpay.


# Kajabi Payments fees: United States
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-fees-united-states

A breakdown of Kajabi Payments fees for businesses registered in the United States.

**Kajabi Payments** processing fees for businesses registered in the United States cover card transactions, ACH Direct Debit, Buy Now Pay Later options, and additional fees such as disputes, currency conversion, sales tax, invoicing, and Instant Payouts.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Credit and debit cards (including digital wallets such as Apple Pay and Google Pay)

| Fee type                      | Rate              |
| ----------------------------- | ----------------- |
| Card transactions             | 2.9% + \$0.30 USD |
| International cards           | + 1.5%            |
| Subscriptions & payment plans | + 0.7%            |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](#additional-fees) below.

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, go to [**Account Settings > Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) for details of your current plan.

To see how your plan stacks up against our newest plans and if you might save, explore our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates).

## ACH Direct Debit

| Fee type                  | Rate                              |
| ------------------------- | --------------------------------- |
| ACH payment processing    | 0.80% (capped at \$5.00)          |
| Bank account verification | + \$1.50 per verification attempt |
| Failed ACH payment        | + \$4.00                          |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](#additional-fees) below.

<Note>
  **Note:** This feature is being rolled out gradually. If you are a US merchant and don't see ACH as an available payment option for your Invoices, it will be enabled for your account soon.
</Note>

[Learn more about ACH Direct Debit for Invoicing](https://help.kajabi.com/articles/sales/kajabi-payments/ach-direct-debit-for-invoicing).

## Buy Now, Pay Later

### Afterpay

| Fee type                     | Rate            |
| ---------------------------- | --------------- |
| One-time payment transaction | 6% + \$0.30 USD |
| Cross-border                 | + 1.5%          |

### Klarna

| Fee type                     | Rate               |
| ---------------------------- | ------------------ |
| One-time payment transaction | 5.99% + \$0.30 USD |

Dispute, currency conversion, sales tax, and invoicing fees may also apply. See [Additional fees](#additional-fees) below.

## Additional fees

The following fees can apply regardless of which payment method your customer uses. You'll only be charged for the ones relevant to your transaction.

### Kajabi Sales Tax

| Fee type         | Rate                   |
| ---------------- | ---------------------- |
| Kajabi Sales Tax | \$0.15 per transaction |

With Kajabi Sales Tax, you only pay for what you use. The fee is 15 cents per transaction and will only apply to transactions from Offers that have Kajabi Sales Tax enabled.

### Invoicing

| Fee type         | Rate               |
| ---------------- | ------------------ |
| Kajabi Invoicing | + 0.4% per invoice |

This fee applies when a payment is processed through Kajabi Invoicing, in addition to the base processing rate for the payment method used.

### Disputes

| Fee type                 | Rate                             |
| ------------------------ | -------------------------------- |
| Dispute (chargeback) fee | \$15.00 per disputed transaction |

If a dispute (also called a chargeback) occurs with one of your customers, their issuing bank will deduct the disputed amount from Kajabi, along with the associated dispute fee for the payment method. The total amount, including the dispute fee, will be deducted from your Kajabi Payments Balance. In the event that your Kajabi Payments balance cannot cover the disputed amount, it will be deducted from the bank account you have attached to your Kajabi Payments account.

<Note>
  **Note:** The dispute fee will not be refunded even if the dispute is eventually resolved in your favor. There is no evidence submission process for ACH payments and the dispute outcome is final.
</Note>

[Learn more about payment disputes](https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute).

### Currency conversion

| Fee type            | Rate |
| ------------------- | ---- |
| Currency conversion | + 1% |

A 1% fee applies when currency conversion is performed. This fee is included in the exchange rate so you will not see this as an explicit fee.

### Instant Payouts

| Fee type       | Rate                  |
| :------------- | :-------------------- |
| Instant Payout | 1.5% (\$0.50 minimum) |

Instant payouts give you on-demand access to your available Kajabi Payments funds, any day of the week, including weekends and holidays. It's an optional feature that runs alongside your regular payout schedule, which stays the same. An additional fee applies each time you request an instant payout. [Learn more.](/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)

## Refunds

There are no fees to refund a charge. However, the fees from the original charge will not be returned.

## FAQs

### When is an international fee applied?

The international card fee only applies when the card used by the buyer is issued in a different country from where you are located. This is often called a cross-border fee.

### When would I be charged a subscription or payment plan fee?

The recurring billing fee only applies to recurring transactions, for example on subscriptions and payment plans. This fee applies to all transactions related to the subscription or payment plans including the initial transaction and all subsequent transactions.

### When does the currency conversion fee get applied?

The currency conversion fee only applies if the Offer is set to a currency different from your bank's settlement currency. For example, if you are a US-based business and your bank settles in USD, a currency conversion fee would apply if you set your Offer's currency to anything other than USD.

### Where can I see these fees?

All fees are assessed and deducted at the time of the transaction. You can view the details of the fees for each transaction via the [Payouts page](/articles/sales/kajabi-payments/kajabi-payments-payouts).

### Will refunding transactions mean that my customer cannot raise a dispute?

Proactively issuing a refund is the most effective way to prevent disputes. Although disputes may occasionally still arise, you'll have the opportunity to present evidence that the transaction has already been refunded for the dispute to be reversed in your favor.

### Can I do a refund after a dispute has been raised to avoid the dispute fee?

Once a cardholder initiates a dispute, it is no longer possible to avoid the fee as the customer is now seeking reimbursement directly from their financial institution and not direct remediation from you.


# Kajabi Payments onboarding required documentation by region
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-onboarding-required-documentation-by-region

Review the documents Kajabi Payments accepts as proof of identity, address, and entity for each supported country.

## Overview

The following lists the documents that Kajabi Payments accepts as proof of identity, address, and entity for each country Kajabi Payments supports.

## Common requirements

* Identity documents (including but not limited to passports and driver's licenses) must be no more than one step removed from the original document:
  * Document copies and scans must be in PDF format and taken directly from the original document; they can't be processed, converted, or embedded in other files
  * A picture of a physical document must be the original, unprocessed picture in JPEG or PNG format
  * Screenshots aren't acceptable
* When the back side of a document contains required information, and you submit it using the API, include an image of the back side using the document\_back parameter
* Photos and scans of the Photo IDs must be in color
* Photos of paper documents must be in color, but scans of paper documents (not Photo IDs) may be black and white
* Images must not be low-quality
* Identity and legal entity documents must not be expired
* Documents must be readable and in a valid upload file format
* Documents must not be cropped or missing pages with crucial information, and all borders must be visible
* If the country of residence differs from the country of the account, a passport is required for identity verification

## 🇦🇺 Australia

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* Passport
* Driver Licence (Driver's license) - scans of front and back are required
* Photo Card - scans of front and back are required
* New South Wales Driving Instructor Licence - scans of front and back are required
* Tasmanian Government Personal Information Card - scans of front and back are required
* ImmiCard - scans of front and back are required
* Proof of Age card - scans of front and back are required
* Australian Defence Force (ADF) identification card (Military ID) - scans of front and back are required

Required information:

* Account holder name
* Bank account number

Stripe Support articles:

* [Bank account ownership verification](https://support.stripe.com/questions/bank-account-ownership-verification)

### Address documents

Acceptable forms of address verification:

* Driver Licence (Driver's license) - scans of front and back are required
* Photo Card - scans of front and back are required
* Tasmanian Government Personal Information Card - scans of front and back are required
* ImmiCard - scans of front and back are required
* Bank statement - dated within 6 months
* Medicare document (Government health insurance document) - dated within 12 months
* Centrelink document (Government pension document) - dated within 12 months
* Utility bill - dated within 6 months
* Australian Taxation Office letter or assessment (Government tax document) - dated within 12 months
* Council rates or land valuation notice (Property tax document) - dated within 12 months

Required information:

* Full legal name
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

Stripe support articles:

* [Documents for identity and home address verification](https://support.stripe.com/questions/documents-for-identity-and-home-address-verification)

### Company/Entity documents

Acceptable forms of legal entity verification:

* Australian Business Number Confirmation (Certificate of Registration)
* Australian Securities and Investments Commission (ASIC) Record of Registration (Certificate of Registration)
* Australian Business Register Extract (Commercial Register Extract)
* Certificate of Registration of Change of Name
* Australian Charities and Not-for-profits Commission Extract (Charity or Non-Profit Extract)
* Consumer Affairs Association Extract (Incorporated Association Extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇦🇹 Austria

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* Reisepass (Passport)
* Führerschein (Driver's license) - scans of front and back are required
* Personalausweis Republik Österreich (Identity card) - scans of front and back are required
* Aufenthaltstitel (Residence permit)
* Identitätskarte für Fremde (Identity card for foreigners) - scans of front and back are required
* Fremdenpässe (Alien's Passport)
* Konventionsreisepass (Passport for asylum seekers)
* Duldungskarte (Temporary residence permit) - scans of front and back are required

Required information:

* Full legal name
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe support article:

* [Passport, ID, or driver's license upload requirement](https://docs.stripe.com/acceptable-verification-documents?document-type=identity\&country=AT)

### Address documents

Acceptable forms of address verification:

* Bestätigung der Meldung / Meldezettel (Residence registration) - dated within 12 months
* Rechnung für Strom oder Gas (Utility bill) - dated within 6 months
* Kontoauszug (Bank statement) - dated within 6 months
* Jahresabschlüsse (Financial statements)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

Stripe support article:

* [Documents for identity and home address verification](https://docs.stripe.com/acceptable-verification-documents?document-type=address\&country=AT)

### Company/Entity documents

Acceptable forms of legal entity verification:

* Firmenbuchauszug (Commercial register extract)
* Spendenbegünstigungsbescheid
* Mehrwertsteuerregistrierung (VAT Registration)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇧🇪 Belgium

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* Paspoort / Passeport / Reisepass (Passport)
* Rijbewijs / Permis de conduire / Führerschein (Driver's license) - scans of front and back are required
* Elektronische identiteitskaart / Carte d'identité / eID (Identity card) - scans of front and back are required
* Elektronische vreemdelingenkaart / Carte d'identité d'étranger / Elektronische Ausländerkarte (Identity card for foreigners) - scans of front and back are required
* Verblijfsvergunning / Permis de résidence / Aufenthaltsgenehmigung (Residence permit) - dated within 12 months

Required information:

* Full legal name
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe support article:

* [Passport, ID, or driver's license upload requirement](https://docs.stripe.com/acceptable-verification-documents?document-type=identity\&country=AT)

### Address documents

Acceptable forms of address verification:

* Attest van hoofdverblijfplaats / Certificat de résidence / Bescheinigung über den Hauptwohnort (Certificate of residence)
* Energierekening / Facture de service / Rechnung eines Versorgungsunternehmens (Utility bill) - dated within 6 months
* Bankafschrift / Relevé bancaire/Kontoauszug (Bank statement) - dated within 6 months
* Verblijfsvergunning / Permis de résidence / Aufenthaltsgenehmigung (Residence permit) - dated within 12 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

## 🇨🇦 Canada

### Identity documents

Acceptable forms of identification:

* Passport / Passeport
* Driver's licence / Permis de conduire
* Citizenship card / Carte de citoyenneté
* Work Permit / Permis de travail
* Study Permit / Permis d'études
* Permanent Resident card / Carte de résident permanent
* Provincial or territorial issued photo identity cards (Except Health ID cards) / Cartes d'identité avec photo délivrées par une province ou un territoire (sauf les cartes d'identité médicale) - scans of front and back are required
* Certificate of Indian Status card / Certificat du statut d'Indien
* Birth certificate / Acte de naissance
* Marriage certificate / Acte de mariage

Required information:

* Full legal name
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe support article:

* [Passport, ID, or driver's license upload requirement](https://docs.stripe.com/acceptable-verification-documents?document-type=identity\&country=AT)

### Address documents

Acceptable forms of address verification:

* Driver's licence / Permis de conduire
* Work Permit / Permis de travail
* Study Permit / Permis d'études
* Provincial or territorial issued photo identity cards (Except Health ID cards)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

## 🇭🇷 Croatia

### Identity documents

Acceptable forms of identification:

* Hrvatska putovnica (Passport)
* Vozačka dozvola (Driver's license)
* Osobna iskaznica (ID card) - scans of front and back are required
* Dozvola boravka (Resident Permit)

Required information:

* Legal entity name
* Where applicable, all director, shareholder, and beneficial owner names and positions

Stripe support articles:

* [Company beneficial ownership and director requirements](https://docs.stripe.com/acceptable-verification-documents?document-type=relationship\&country=CA)

### Address documents

Acceptable forms of address verification:

* Osobna iskaznica (ID card) - scans of front and back are required
* Potvrda o bankovnom računu (Bank statement) - dated within 6 months
* Račun za komunalne usluge (Utility bill) - dated within 6 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Izvadak iz sudskog registra (Certificate of Incorporation)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇨🇾 Cyprus

### Identity documents

Acceptable forms of identification:

* Διαβατήριο / Pasaport (Passport)
* Δελτίου Ταυτότητας / Kimlik kartı (Identity card) - scans of front and back are required
* Άδεια Οδήγησης / Ehliyet (Driver's license) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Λογαριασμός κοινής ωφέλειας / Elektrik, su, doğal gaz faturası (Utility bill)
* Αντίγραφο κίνησης λογαριασμού / Hesap özeti (Bank statement)
* Αντίγραφο κίνησης λογαριασμού στεγαστικού δανείου / Konut kredisi ekstresi (Mortgage statement)
* Ειδοποίηση επιβολής φόρου (Tax bill)
* Βεβαίωση Εγγραφής / Tescil belgesi (Registration certificate)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Εγγραφή στο μητρώο Φ.Π.Α. (VAT Registration)
* Καταστατικό / Şirket ana sözleşmesi (Articles of association)
* Συστατικό έγγραφο (Incorporation document)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇪🇪 Estonia

### Identity documents

Acceptable forms of identification:

* Pass (Passport)
* Juhiluba (Driver's license)
* ID-kaart (Identity card)
* Elamisluba (Residence permit)

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Elukoha registreerimine (Residence registration)
* Kommunaalarve (Utility bill) - dated within 6 months
* Kontoväljavõte (Bank statement) - dated within 6 months
* Bin/Waste Disposal Bill

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

Support articles:

* [Supporting companies that are registered in Estonia through e-residency](https://support.stripe.com/questions/supporting-companies-that-registered-in-estonia-through-e-residency)

### Company/Entity documents

Acceptable forms of legal entity verification:

* Käibemaksukohustuslasena registreerimine (VAT Registration)
* Äriregistri registrikaart (Commercial register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇫🇮 Finland

### Identity documents

Acceptable forms of identification:

* Passi / Pass (Passport)
* Ajokortti Körkort (Driver's license) - scans of front and back are required
* Henkilökortti / Identitetskort (Identity card) - scans of front and back are required
* Oleskelukortti / Uppehållstillstånd (Residence card) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Hallituksen myöntämä asiakirja (Government issued document)
* Yleishyödykkeen lasku/Vatten- och elräkning (Utility bill) - dated within 6 months
* Tiliote / Bankutdrag (Bank statement) - dated within 6 months
* Asuntolainaselvitys / Inteckning (Mortgage statement) - dated within 6 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Tilinpäätökset / Årsredovisning (Financial statements)
* Yhtiöjärjestys / Bolagsordning (Articles of association)
* Kaupparekisteriote / Handelsregisterutdrag (Commercial register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇫🇷 France

### Identity documents

Acceptable forms of identification:

* Passeport (Passport)
* Permis de conduire (Driver's license) - scans of front and back are required
* Carte d'identité (Identity card) - scans of front and back are required
* Carte Vitale avec photo (Health insurance card)
* Carte d'identité avec photographie délivrée par les autorités militaires (Military identity card)
* Carte d'identité de parlementaire (Parliamentary identity card)
* Carte d'identité d'élu local (Elected official identity card)
* Carte du combattant avec photographie (Veteran's identity card)
* Carte de résident permanent (Permanent Resident card) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Facture de téléphone (Telephone/mobile bill) - dated within 6 months
* Facture d'électricité, de gaz ou d'eau (Utility bill) - dated within 6 months
* Quittance de loyer (d'un organisme social ou d'une agence immobilière) (Rent receipt from social or real estate agency) - dated within 6 months
* Titre de propriété (Title deed)
* Avis d'imposition (Taxation notice) - dated within 12 months
* Avis de situation déclarative à l'impôt sur le revenu (Income tax notice) - dated within 12 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Extrait Kbis (Commercial register extract)
* Avis de situation au répertoire Sirene (SIREN/SIRET registration)
* Récépissé de déclaration en préfecture (Prefecture registration receipt)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇩🇪 Germany

### Identity documents

Acceptable forms of identification:

* Reisepass (Passport)
* Führerschein (Driver's license) - scans of front and back are required
* Personalausweis (Identity card) - scans of front and back are required
* Aufenthaltstitel (Residence permit) - scans of front and back are required
* unbefristeter Aufenthaltstitel (Permanent Resident card) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Anmeldebestätigung / Meldebescheinigung (Proof of residence)
* Meldebescheinigung (Landlord letter)
* Betriebskostenabrechnung (Utility bill) - dated within 6 months
* Bankauszug (Bank statement) - dated within 6 months
* Darlehenskontoauszug (Mortgage statement) - dated within 6 months
* Amtlich ausgestelltes Dokument (Government issued document) - dated within 12 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Handelsregisterauszug (Commercial register extract)
* Vereinsregisterauszug (Association register extract)
* Partnerschaftsregisterauszug (Partnership register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇬🇷 Greece

### Identity documents

Acceptable forms of identification:

* Διαβατήριο (Passport)
* Δελτίο Ταυτότητας (Identity card) - scans of front and back are required
* Βεβαίωση Διαμονής (Residence Certificate)
* Άδεια οδήγησης (Driver's license)

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Βεβαίωση Διαμονής (Residence Certificate)
* Λογαριασμός κοινής ωφέλειας (Utility bill) - dated within 6 months
* Αντίγραφο κίνησης λογαριασμού (Bank statement) - dated within 6 months
* Κρατικό έγγραφο (Government issued document) - dated within 12 months
* Αντίγραφο κίνησης λογαριασμού στεγαστικού δανείου (Mortgage statement)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Εγγραφή στο μητρώο Φ.Π.Α. (VAT Registration)
* Εγγραφή σε εμπορικό μητρώο (Commercial registration)
* Απόσπασμα εμπορικού μητρώου (Commercial register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇮🇪 Ireland

### Identity documents

Acceptable forms of identification:

* Passport
* Driver's license - scans of front and back are required
* National Age Card - scans of front and back are required
* Irish Residence Permit (IRP) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Driver's license - scans of front and back are required
* Bank statement
* Utility bill - dated within 6 months
* Car Insurance Policy - dated within 6 months
* Home Insurance Policy - dated within 6 months
* Social insurance document - dated within 6 months
* Government issued document - dated within 12 months
* Tax credit certificate (TCC) - dated within 12 months
* Statement of Liability from Revenue - dated within 12 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* VAT Registration
* Certificate of Incorporation
* Companies Registration Office (CRO) document

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇮🇹 Italy

### Identity documents

Acceptable forms of identification:

* Passaporto (Passport)
* Patente di guida (Driver's license) - scans of front and back are required
* Carta di identità / Carta d'identità (Identity card) - scans of front and back are required
* Patente nautica (Boat license)
* Porto d'armi (Weapons license)
* Documento di soggiorno permanente (Permanent Resident card) - scans of front and back are required
* Libretto di pensione (Pension book)

Required information:

* Legal entity name
* Where applicable, all director, shareholder, and beneficial owner names and positions

### Address documents

Acceptable forms of address verification:

* Carta di identità / Carta d'identità (Identity card) - scans of front and back are required
* Certificato di residenza (Residence certificate)
* Bolletta (Utility bill) - dated within 6 months
* Estratto conto bancario (Bank statement) - dated within 6 months

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Certificato di attribuzione Partita IVA (VAT Registration)
* Visura camerale (Commercial register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇱🇻 Latvia

### Identity documents

Acceptable forms of identification:

* Pase (Passport)
* Personas apliecība (Identity Card)
* Uzturēšanās atļauja (Residence Permit) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Komunālo pakalpojumu rēķins (Utility bill)
* Finanšu iestādes pārskats (Statement from a financial institution)
* Valsts iestādes izsniegta vēstule (Letter issued from a government institution)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* PVN reģistrācijas apliecība (VAT Registration)
* Uzņēmuma reģistrācijas apliecība (Business Registration)
* Komersanta reģistrācijas apliecība (Merchant Registration Certificate)
* Lursoft dokuments (Lursoft Document)
* Reģistra izsniegts dokuments ar PVN maksātāja numuru (VAT number from the register)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇱🇹 Lithuania

### Identity documents

Acceptable forms of identification:

* Pasas (Passport)
* Asmens tapatybės kortelė (Identity Card)
* Vairuotojo pažymėjimas (Driver's License)

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Komunalinių mokesčių sąskaita (Utility bill)
* Išrašas iš finansų institucijos (Statement from a financial institution)
* Vyriausybės institucijos laiškas (Letter issued from a government institution)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* PVM mokėtojo registracija (VAT Registration)
* Lietuvos Respublikos juridinių asmenų registro išplėstinis išrašas (Extract from the register of entities)
* Registravimo pažymėjimas (Registration certificate)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇱🇺 Luxembourg

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* Passeport / Reisepass (Passport)
* Permis de conduire / Führerschein (Driver's license) - scans of front and back are required
* Carte d'identité / Personalausweis (Identity card) - scans of front and back are required
* Permis de conduire local / Aufenthaltserlaubnis (Resident permit ID) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Carte d'identité / Personalausweis (Identity card) - scans of front and back are required
* Facture d'un service public / Stromrechnung (Utility bill) - dated within 6 months
* Déclaration d'une institution financière / Erklärung eines Finanzinstituts (Statement from a financial institution) - dated within 6 months
* lettre émise par le gouvernement / Regierungsschreiben (Government issued letter) - dated within 12 months
* Papier d'identité qui dispose d'une adresse / ID-Dokument mit einer Adresse (ID document that has an address)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Publication des statuts / Veröffentlichung der Satzung (Memorandum / Publication of articles of association)
* Immatriculation à la TVA / Umsatzsteuerregistrierung (VAT registration)
* Licence commerciale / Handelslizenz (Trade license)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇲🇹 Malta

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* passaport (Passport)
* Karta Tal-Identita (Identity Card)
* Liċenzja tas-Sewqan (Driver License)
* Permess ta' Residenza (Residence Permit) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Kont tal-Bank (Bank statement)
* Kont tad-Dawl u Ilma (Utility Bill)
* Dikjarazzjoni ta' self (Mortgage statement)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Commercial register extract

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇳🇱 Netherlands

### Identity documents

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

Acceptable forms of identification:

* paspoort (Passport)
* rijbewijs (Driver license) - scans of front and back are required
* nationaal ID-bewijs (National ID) - scans of front and back are required
* verblijfsvergunning (Resident permit ID)
* Nederlands vreemdelingendocument (Dutch aliens document)

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe support articles:

* [Documents for identity and home address verification](https://support.stripe.com/questions/documents-for-identity-and-home-address-verification)

### Address documents

Acceptable forms of address verification:

* energierekening (Utility bill) - dated within 6 months
* verklaring van een financiële instelling (Statement from a financial institution) - dated within 6 months
* door de overheid verstrekte brief (Government issued letter) - dated within 12 months
* bewijs van inboedelverzekering (Proof of home insurance)

Required information:

* Full legal name
* Personal address
* Document that's dated within the acceptable range

### Company/Entity documents

Acceptable forms of legal entity verification:

* BTW-registratie (VAT Registration)
* Kamer van Koophandel uittreksel (Chamber of Commerce extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇵🇹 Portugal

### Identity documents

Acceptable forms of identification:

* Passaporte (Passport)
* Carta de condução (Driver license)
* Cartão de identidade (ID card) - scans of front and back are required
* Cartão de cidadão (Citizen card)
* Título de residência (Residence Permit) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB) that matches what's in your settings
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Carta de condução (Driver license)
* Cartão de identidade (ID card) - scans of front and back are required
* Atestado de residência (Residence certificate)
* Fatura de serviços (Utility bill)
* Extrato bancário (Statement from a financial institution)
* Carta emitida pelo Governo (Government issued letter)

Required information:

* Full legal name
* Personal address
* Document that's dated within the acceptable range

### Company/Entity documents

Acceptable forms of legal entity verification:

* Registo para efeitos de IVA (VAT Registration)
* Estatutos (da sociedade) (Articles of incorporation)
* Certidão de registo comercial (Commercial register extract)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇸🇰 Slovakia

### Identity documents

Acceptable forms of identification:

* Cestovný pas (Passport)
* Občiansky preukaz (ID Card)
* Vodičský preukaz (Driver License)
* Povolenie na pobyt (Residence Permit) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

### Address documents

Acceptable forms of address verification:

* Občiansky preukaz (ID Card)
* Vodičský preukaz (Driver License)
* Účet za energie (Utility bill)
* Vyhlásenie finančnej inštitúcie (Statement from a financial institution)
* List vydaný vládou (Government issued letter)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

### Company/Entity documents

Acceptable forms of legal entity verification:

* Registrácia DPH (VAT Registration)
* Rozhodnutie z Ministerstva kultúry Slovenskej republiky
* Výpis z Obchodného registra (Certificate of Incorporation)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇸🇮 Slovenia

### Identity documents

Acceptable forms of identification:

* Potni list (Passport)
* Osebna izkaznica (ID Card)
* Vozniško dovoljenje (Driver License)
* Dovoljenje za prebivanje (Residence Permit) - scans of front and back are required

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Support articles:

* [Passport, ID, or driver's license upload requirement](https://support.stripe.com/questions/passport-id-or-drivers-license-upload-requirement)

### Address documents

Acceptable forms of address verification:

* Osebna izkaznica (ID Card)
* Vozniško dovoljenje (Driver License)
* Račun za komunalne storitve (Utility Bill)
* Izpisek finančne ustanove (Statement from a financial institution)
* Pismo, ki ga izda vladni organ (Government issued letter)

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

Cross Border Verification Requirements:

If the country either doesn't have any address verification documents listed or is missing from the list of documents, we accept the following documents:

* A utility bill (issued within the last 6 months)
* A bank statement (issued within the last 6 months)

Be aware of the following exceptions:

* For cross border situations where a US person is added to a non-US account, a US driver's license is an acceptable form of proof of address
* Credit card statements are acceptable documents for proof of address for China based owners and directors
* For Singapore based Stripe accounts, a CN ID Card is acceptable as proof of Address
* A Turkish Resident Certificate is an acceptable form of address verification for Turkey based account representatives

Support articles:

* [Documents for identity and home address verification](https://support.stripe.com/questions/documents-for-identity-and-home-address-verification)

### Company/Entity documents

Acceptable forms of legal entity verification:

* Registracija za DDV (če velja za uporabnika) (VAT Registration)
* Obvestilo o identifikaciji in razvrstitvi po dejavnostih
* Elektronski izpisek iz Poslovnega registra Slovenije (e-izpisek) (Electronic Business Extract)
* Ustanovitveni akt (Incorporation document)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

## 🇪🇸 Spain

Cross Border Verification Requirements:

If the country either doesn't have any address verification documents listed or is missing from the list of documents, we accept the following documents:

* A utility bill (issued within the last 6 months)
* A bank statement (issued within the last 6 months)

Be aware of the following exceptions:

* For cross border situations where a US person is added to a non-US account, a US driver's license is an acceptable form of proof of address
* Credit card statements are acceptable documents for proof of address for China based owners and directors
* For Singapore based Stripe accounts, a CN ID Card is acceptable as proof of Address
* A Turkish Resident Certificate is an acceptable form of address verification for Turkey based account representatives

Support articles:

* [Documents for identity and home address verification](https://support.stripe.com/questions/documents-for-identity-and-home-address-verification)

### Company/Entity documents

Acceptable forms of legal entity verification:

* VAT Registration
* Documento acreditativo del NIF (NIF document)
* Escritura de constitución (Company registration certificate)

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

Support articles:

* [Update tax ID information from the Dashboard](https://support.stripe.com/questions/update-tax-id-information-from-the-dashboard)

## 🇦🇪 United Arab Emirates

For a resident UAE national, both Emirates ID and passport are required. For a resident who is not a UAE national, the residence visa is also required. For an individual who is neither a UAE national nor resident, a passport is required. Power of Attorney is required for LLCs when the representative is not present on the Memorandum of Association.

### Identity documents

Acceptable forms of identification:

* Emirates ID - photos of front and back of the physical Emirates ID card or the front and back of the Emirates ID from the ICP app are required
* Passport - a photo of the physical passport or the e-passport are required
* Residence visa - passport visa page, digital visa from ICP app or front and back of physical Emirates ID card (if issued after 11 April 2022)
* Power of Attorney (Company Authorization)

Required information:

* Full legal name that matches the name in your settings
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe support articles:

* [Passport, ID, or driver's license upload requirement](https://support.stripe.com/questions/passport-id-or-drivers-license-upload-requirement)
* [Continuous Verification in the UAE](https://support.stripe.com/questions/continuous-verification-in-the-uae)
* [Owner verification in the UAE](https://support.stripe.com/questions/owner-verification-in-the-uae)
* [Troubleshooting UAE Verification Issues](https://support.stripe.com/questions/troubleshooting-uae-verification-issues)

### Bank account documents

Acceptable forms of bank account ownership verification:

* Bank account statement
* Bank letter

Required information:

* Account holder name
* Bank account number

### Company/Entity documents

Acceptable forms of legal entity verification:

* Proof of bank account
* Memorandum of Association
* Trade license / Freelancer permit

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

Stripe support articles:

* [Update tax ID information from the Dashboard](https://support.stripe.com/questions/update-tax-id-information-from-the-dashboard)
* [What do I need to do to verify my Stripe account?](https://support.stripe.com/questions/what-do-i-need-to-do-to-verify-my-stripe-account)
* [Continuous Verification in the UAE](https://support.stripe.com/questions/continuous-verification-in-the-uae)
* [Troubleshooting UAE Verification Issues](https://support.stripe.com/questions/troubleshooting-uae-verification-issues)
* [Verification of businesses in the UAE](https://support.stripe.com/questions/verification-of-businesses-in-the-uae)

## 🇬🇧 United Kingdom

When a person linked to a Stripe account (such as the Business Representative or Owner) resides in a different country than the country of the Stripe account, a valid passport is the only accepted form of ID for identity verification. Other forms of ID are not accepted in this case.

### Identity documents

Acceptable forms of identification:

* Passport
* Driver license
* Citizen Card
* Electoral ID

Required information:

* Account holder name
* Bank account number

Stripe support articles:

* [Passport, ID, or driver's license upload requirement](https://support.stripe.com/questions/passport-id-or-drivers-license-upload-requirement)

### Address documents

Acceptable forms of address verification:

* Driver license
* Utility Bill
* Statement from a financial institution
* Government issued letter
* Solicitors letter
* Council or housing association documentation
* Benefits Agency documentation
* Electoral Register entry
* NHS Medical Card
* GP letter of registration with the surgery

Required information:

* Full legal name that matches the name in your settings
* Personal address that matches the personal address in your settings
* Document that's dated within the acceptable range, if specified in the above country section

Cross Border Verification Requirements:

If the country either doesn't have any address verification documents listed or is missing from the list of documents, we accept the following documents:

* A utility bill (issued within the last 6 months)
* A bank statement (issued within the last 6 months)

Be aware of the following exceptions:

* For cross border situations where a US person is added to a non-US account, a US driver's license is an acceptable form of proof of address
* Credit card statements are acceptable documents for proof of address for China based owners and directors
* For Singapore based Stripe accounts, a CN ID Card is acceptable as proof of Address
* A Turkish Resident Certificate is an acceptable form of address verification for Turkey based account representatives

Stripe support articles:

* [Documents for identity and home address verification](https://support.stripe.com/questions/documents-for-identity-and-home-address-verification)

### Company/Entity documents

Acceptable forms of legal entity verification:

* VAT Registration
* Certificate of Incorporation
* Companies House Document
* HM Revenue and Customs: VAT Certificate
* HM Revenue and Customs: Account Statement
* Charity Commission Document
* OSCR Scottish Charity Regulator
* Ofsted School Inspection Report

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

Stripe support articles:

* [Update tax ID information from the Dashboard](https://support.stripe.com/questions/update-tax-id-information-from-the-dashboard)

## 🇺🇸 United States

### Identity documents

Acceptable forms of identification:

* Passport
* Passport card
* Driver license
* State-issued ID card
* Resident permit ID / U.S. Green Card
* Border crossing card
* Child ID card
* NYC card
* U.S. visa

Required information:

* Full legal name
* Date of birth (DOB)
* Photo of person (except where exclusions apply)

Stripe Support articles:

* [Passport, ID, or driver's license upload requirement](https://support.stripe.com/questions/passport-id-or-drivers-license-upload-requirement)

### Company/Entity documents

Acceptable forms of legal entity verification:

* IRS Letter 147C
* IRS SS-4 confirmation letter

Required information:

* Full company legal entity name
* Tax ID from the local tax authority
* Company address

### Bank account documents

Documents must be less than 1 year old in order to be considered valid for bank account verification.

Acceptable forms of bank account ownership verification:

* Bank account statement
* Check
* Bank letter

Required information:

* Account holder name
* Bank account number

Stripe Support article:

* [Bank account ownership verification](https://support.stripe.com/questions/bank-account-ownership-verification)


# Kajabi Payments overview
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-overview

Accept and manage customer payments, refunds, payouts, and subscriptions through Kajabi's built-in payment processor.

## Overview

Kajabi Payments offers everything you need to accept and manage payments, all in one place.

* Accept payments
* Manage transactions
* [Generate receipts](/articles/sales/offers/how-to-send-receipts-with-kajabi)
* Issue refunds
* [Receive payouts](/articles/sales/kajabi-payments/kajabi-payments-payouts)
* [Request Instant Payouts](/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments)
* Pause/cancel subscriptions
* [Offer additional payment methods](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments)
* [Charge sales tax](/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview)

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

<div>
  <iframe />
</div>

## Supported countries

Onboard and set up Kajabi Payments on your sites in these supported regions:

* [United States](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-states)
* [Canada](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-canada)
* [Australia](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-australia)
* [United Arab Emirates](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-arab-emirates)
* [United Kingdom](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-united-kingdom)
* [Select European countries](/articles/sales/kajabi-payments/getting-started-with-kajabi-payments-europe)

Kajabi Payments supports additional payment methods at checkout, including digital wallets like [Apple Pay and Google Pay](/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers) and [Buy Now Pay Later](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments) options like [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers).

[Learn more about Kajabi Payments processing fees](/articles/sales/kajabi-payments/kajabi-payments-processing-fees).

## FAQs

### What happens if I detach my Stripe account?

* **Payment stoppages**: Detaching your Stripe account from Kajabi will stop Stripe from processing new payments through Kajabi
* **Subscription continuity**: Existing subscriptions and multi-payment purchases will remain active but will not renew unless manually managed through another system
* **Data accessibility**: Records of past Stripe transactions will be visible in Kajabi, but new data will not sync to Stripe

### Can I delete my Stripe account while using Kajabi Payments?

Yes, deleting your personal Stripe account has no impact on your ability to collect payments via Kajabi Payments, as it operates independently.

### What happens to my subscriptions if I cancel Kajabi?

After canceling Kajabi, you can manage subscriptions directly in Stripe for active ones, as Kajabi's tools will no longer be accessible.

### Is Kajabi Payments available to all Heroes?

Kajabi Payments is currently available to Heroes whose businesses are based in the United States, Australia, Canada, the United Arab Emirates, the United Kingdom, and select European countries. We are currently in development to expand Kajabi Payments to additional regions, so keep an eye on your email.

### How does Kajabi Payments differ from Stripe or PayPal?

Kajabi Payments is directly integrated into the Kajabi dashboard, allowing you to manage transactions without a separate login. It also supports exclusive payment methods including [Apple Pay, Google Pay](/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers), [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers), [Klarna](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments), [Xero](/articles/sales/kajabi-payments/how-to-integrate-xero-with-kajabi-payments), and QuickBooks integrations, and the option to calculate [sales tax](/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview) on your offers. Stripe and PayPal integrations are also supported and can be used alongside Kajabi Payments.

### What can my customers expect to change if I use Kajabi Payments?

Most of your customers won't notice a difference. Some returning customers may need to re-enter their payment information when they make their first purchase with Kajabi Payments. Cards that have been stored via Stripe will not be carried over to Kajabi Payments.

### How does Kajabi Payments handle payment security?

Kajabi Payments is built in partnership with Stripe, which means both payment solutions use the same processing engine. Kajabi Payments operates as a standalone feature within the Kajabi platform but is powered by Stripe on the backend, handling core aspects of payment processing. You can expect the same reliability with Kajabi Payments as you would with Stripe.

### Does Kajabi still support other existing payment integrations?

We maintain and support Stripe and PayPal integrations.

### Is Kajabi Payments an additional option or a replacement for Stripe?

You can connect Kajabi Payments as a payment option on your account in addition to third party payment processors such as Stripe and PayPal.

Kajabi Payments and Stripe both serve the same function of allowing your customers to pay with their credit card/debit cards. PayPal is different because it allows your customers to pay with their PayPal account.

For example, if you have connected all three payment options to your Kajabi account, you may choose to use either Kajabi Payments *OR* Stripe to accept card payments on your Offers.

You can also choose to add PayPal as a payment option *IN ADDITION* to your card payment option.

### Does Kajabi Payments cost more than Stripe?

Kajabi Payments has industry-standard processing fees in line with Stripe. [See the full fee breakdown](/articles/sales/kajabi-payments/kajabi-payments-processing-fees).

### What will my checkout look like if I use Kajabi Payments?

Kajabi Payments unlocks additional payment methods for you to accept at checkout, such as [Apple Pay, Google Pay](/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers), [Klarna](/articles/sales/kajabi-payments/how-klarna-works-with-kajabi-payments), and [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers).

When additional payment methods are configured to your Kajabi Payments offer, the look and feel of your checkout form will be refreshed to a more intuitive user experience for selecting payment methods. [Learn more about additional payment methods](/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers).

For additional FAQs, see [Kajabi Payments FAQs](/articles/sales/kajabi-payments/why-kajabi-payments-everything-you-need-to-know).


# Kajabi Payments payouts
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-payouts

Receive payouts, set a payout schedule, and troubleshoot payout issues with Kajabi Payments.

## Overview

Payouts through Kajabi Payments include receiving funds, setting a payout schedule, and understanding transaction delays.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Receive payouts

To receive funds from Kajabi Payments, payouts are made directly to your bank account.

You can view your current balance, the status and date that you expect to receive your next payout, and more on the Kajabi Payments [Payouts Page](https://app.kajabi.com/admin/last_site/payouts).

<img alt="Payouts page overview" />

## Payout schedule

The payout schedule determines how often Kajabi sends money to your bank account. You may have the option to choose between daily, weekly, or monthly payouts. For weekly or monthly schedules, you can specify the day or date you want the payouts to arrive in your bank account. Although you have selected the date you'd like to receive the funds in your bank account, there may be delays depending on who you are banking with.

The payout schedule doesn't affect the time it takes for transactions to be visible in your balance, but it does control when your funds are paid out.

Additional payout schedules may become available 1-2 business days following your first sale through Kajabi Payments. Any updates you make to your payout schedule will take 1-2 business days to take effect. The availability of daily and weekly options can vary by site based on several factors, including, without limitation, historical processing conduct, product offerings, business types, and content. For more information about how changing your payout schedule affects your transaction disbursements, refer to the Transaction Delay section below.

<Note>
  **Note on time zone:** All payments and payouts are presented in the dashboard according to the timezone set up on your site.
</Note>

## Transaction delay

While the payout schedule refers to the cadence at which your funds are paid out (for example, day of the week), the transaction delay refers to the amount of time between when a customer pays you and when the funds are processed and your Payout is estimated to arrive in your bank account.

The transaction delay varies per business and is typically expressed as Transaction Date (T)+ a specified number of days. This means that a transaction will be included in a payout after the specified number of days after the transaction has been met. For example, if your account has a T+2 standard transaction delay and you're on a daily payout schedule, the funds paid out daily would be from 3 business days preceding.

<Note>
  Any transactions that you process after changing your payout frequency will be eligible to be paid out on the schedule you set up. At the time of onboarding to Kajabi Payments, your account is set to Monthly with a T+7 transaction delay for regulatory and compliance purposes. Additional payout schedules and transaction delay timeframes may become available 1-2 business days following your first sale through Kajabi Payments. Your next payout may not include all the transactions in your available balance if they have not yet met their transaction delay. It could take up to 7 business days or longer for all funds to be disbursed to become available for disbursement regardless of your selected payout schedule. [Learn more about viewing payouts and payout details](/articles/sales/kajabi-payments/how-to-view-kajabi-payments-payouts-and-payout-details).
</Note>

Reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com) for more information about your specific Transaction Delay.

## Instant Payouts

Instant Payouts give you on-demand access to your available balance in minutes, any day of the week, including weekends and holidays. A service fee applies and is shown upfront before you confirm. Funds typically arrive within 30 minutes and your regular payout schedule is not affected.

To learn more, see [Instant Payouts with Kajabi Payments](/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments).

<Frame>
  <img alt="Status And Kajabi Admin Sites 11785 Payouts" />
</Frame>

## Payout failure

Kajabi Payments will promptly notify you via email if a payout failure arises. You will also see the payout with a failed status on your Payouts Page. To resolve the issue in most instances, we suggest updating your bank account information or contacting your bank.

<img alt="Failed payout status" />


# Kajabi Payments processing fee invoices
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fee-invoices



*Access monthly payment processing fee invoices for your Kajabi Payments account to support accounting and tax expense reporting.*

**Kajabi Payments processing fee invoices** give you a monthly record of your total processing fees, organized by currency and available to download anytime from **Settings > Documents**. Each invoice is tax-ready, so you can hand it directly to your accountant or use it for expense reporting.

## Download a payment processing fee invoice

1. From your dashboard, select **Settings**
2. Click **Documents**
3. Scroll to **Kajabi Payments Processing Fee Invoices**
4. Locate the invoice for the month you need
5. Select **Download**

The PDF downloads immediately to your device.

<Frame>
  <img alt="Status And Documents" />
</Frame>

## Invoice contents

Each payment processing fee invoice includes:

* Total Kajabi Payments processing fees for the month
* Fee adjustments
* Net total
* Your legal business name and address on file with Kajabi Payments

<Frame>
  <img alt="Status And 2026 4 USD KP Fee Summary 2 Pdf" />
</Frame>

All values are shown in the currency associated with your Kajabi Payments account. If you process in multiple currencies, a separate invoice is generated for each. For example, if you processed in both EUR and USD in May, you will see two invoices for that month.

<Note>
  The VAT language is included on every invoice regardless of your location. It confirms that Kajabi, as a non-EU entity, does not charge VAT on its fees.
</Note>

## Invoice availability and timing

Invoices are generated on the first day of the month following the reporting period. For example, your May invoice will be available on June 1st.

If you do not see an invoice for a given month, it may be because:

* The month has not yet closed
* No processing fees were incurred during that period

## FAQs

#### I process in multiple currencies. Will I get one invoice or multiple?

You will receive a separate invoice for each currency. These cannot be combined into a single document.

#### I'm based in the EU. Can I use this for tax reporting?

Yes. Each invoice is formatted to meet EU accounting and VAT documentation standards and is suitable for declaring processing fees as a business expense with your local tax authority. For guidance on how to use this document when filing, consult a qualified tax professional.

#### Why does my invoice mention VAT if I'm not being charged VAT?

The VAT language is included on every invoice to meet EU documentation standards. It confirms that Kajabi, as a non-EU entity, does not charge VAT on its processing fees. This language appears on all invoices regardless of your location.

#### I don't see an invoice for a month where I had payouts.

Invoices are generated based on processing fees incurred, not payout activity. If no fees were charged during a given month, no invoice is generated for that period. If you believe an invoice is missing in error, contact [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Kajabi Payments Processing Fees
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees

Understand the processing fees associated with Kajabi Payments for each supported region.

## Overview

When you use Kajabi Payments to process your payments, you'll be charged a processing fee for every successful transaction. Kajabi charges an industry-standard processing fee competitive with other major payment processors.

By choosing Kajabi Payments as your payment processor, you not only gain the advantage of competitive processing fees but also provide your customers with the convenience of paying through additional payment methods such as a digital wallet like [Apple Pay or Google Pay](/articles/sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers), or via a [Buy Now Pay Later](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments) solution such as [Afterpay](/articles/sales/kajabi-payments/how-to-enable-afterpay-on-kajabi-payments-offers) during checkout.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the Australia, Canada, Select European Countries, the United Arab Emirates, the United Kingdom, and the United States.
</Note>

## Kajabi Payments fees by country

Review the links below based on the country in which your business is registered for a detailed breakdown of associated fees:

* [Australia](/articles/sales/kajabi-payments/kajabi-payment-fees-australia)
* [Canada](/articles/sales/kajabi-payments/kajabi-payments-fees-canada)
* [Select European countries](/articles/sales/kajabi-payments/kajabi-payments-fees-europe)
* [United Arab Emirates](/articles/sales/kajabi-payments/kajabi-payments-fees-united-arab-emirates)
* [United Kingdom](/articles/sales/kajabi-payments/kajabi-payment-fees-united-kingdom)
* [United States](/articles/sales/kajabi-payments/kajabi-payments-fees-united-states)

<Note>
  **Note**: The rates shown on our [pricing page](https://www.kajabi.com/pricing) are for **U.S. based Heroes only**. Kajabi Payments fees vary by country. To see the full fee schedule that applies to you, click the link for your country above.
</Note>

### Card rate discounts

You may qualify for discounted card rates based on your plan. To check, head to [**Account Settings › Billing**](https://app.kajabi.com/admin/settings/subscriptions?tab=billing) to see the details of your current plan.

Curious about how your plan stacks up against our plans and where you might save more? Visit our [Pricing Hub](http://learn.kajabi.com/2025-pricing-updates) to explore.

## View individual fees

You can find a breakdown of the individual fees for each transaction on the Payouts Page.

1. Navigate to **Payments** from your Kajabi Account
2. Click **View payouts**
3. Click **All payouts**
4. Click into the specified payout date

<div>
  <iframe />
</div>

Fees can also be viewed from the customer purchase info page:

1. From the Kajabi Dashboard, select **Payments**
2. From Payments, click **Transactions**
3. Select the **Customer transaction** you wish to view individual fees for

<div>
  <iframe />
</div>

### **Third-party payment processing fee**

If you process card payments through a third-party processor connected directly to your account, rather than through Kajabi Payments, a transaction fee applies in addition to that processor's own fees. The fee is based on your Kajabi plan — see the [pricing page](https://www.kajabi.com/pricing) for current rates. PayPal is not subject to this fee.

This fee applies only in countries where Kajabi Payments is available. If Kajabi Payments isn't offered in your country, no third-party transaction fee is charged.


# Kajabi Payments sales tax overview
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-sales-tax-overview

Automatically calculate and collect sales tax on products and services with Kajabi Sales Tax.

## Overview

Kajabi Sales Tax helps you automatically calculate and collect sales tax on your products and services. Kajabi partnered with [Quaderno](https://quaderno.io/) (one of the world's leading sales tax compliance platforms) to enable at-checkout calculation and collection of sales tax factoring in the tax jurisdictions you set up, the product or service (i.e., offer) being sold, and your customer's location.

Kajabi Sales Tax also makes it easy for you to file and remit any sales tax you collect with detailed sales tax reporting. Kajabi Sales Tax does not file or remit sales taxes on your behalf. You are responsible for filing and remitting any sales tax that you collect.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

Any information on sales tax rules and regulations provided herein is for informational purposes only. It is your responsibility to consult with local tax authorities or a tax professional to determine the relevance of sales taxes to your business, ensure that you charge your customers the correct sales tax rates, and file and remit your sales taxes correctly.

If you're curious about whether your business and its products and services are subject to sales taxes, check out [Quaderno's Sales Tax Guides](https://quaderno.io/guides/).

## Before you begin

Before you begin you will need to determine whether you need to charge sales taxes, what jurisdictions (states, countries, etc.) you should charge sales taxes in, and what products or offers you should charge sales taxes on.

If you're not sure, we recommend you consult with local tax authorities or a tax professional. In addition, you can check out [Quaderno's helpful Sales Tax Guides](https://quaderno.io/guides/) as a starting point.

If you determine that you are responsible for charging sales taxes on your products or services in a jurisdiction, you must register with the tax authority of that jurisdiction. Each tax authority you register with will provide you with a Tax ID that you will need for the Kajabi Sales Tax setup.

## Fees

With Kajabi Sales Tax, you only pay for what you use. The fee is charged per successful transaction and will only apply to transactions for Offers that have Kajabi Sales Tax enabled. [Learn more about processing fees](/articles/sales/kajabi-payments/kajabi-payments-processing-fees).

## Onboard to Kajabi Sales Tax

<Note>
  **Important:** Before you begin Tax onboarding, confirm that a business address is saved on your account. Without a business address on file, the **Tax** settings page will redirect you to your subscription page instead of loading the onboarding flow. Learn how to [update your billing address](https://help.kajabi.com/articles/account-settings/billing/how-to-update-billing-details#update-a-billing-address).
</Note>

<Note>
  **Note:** Only users with Owner or Sub-owner level permissions will be able to set up Kajabi Sales Tax. [Learn more about admin roles](/articles/account-settings/users/account-users#admin-roles).
</Note>

To onboard to Kajabi Sales Tax:

1. First, ensure that you have successfully set up Kajabi Payments in your account. [Learn more about Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview)
2. Open the **Settings** page from the Dashboard
3. Select **Tax** located under the Site Settings
4. Agree to the Terms and Conditions
5. Select your default Tax Code\* and Product Type and click **Save and Continue**. Not sure which option to choose? Check out our [guide to digital product tax codes](https://www.kajabi.com/blog/digital-product-sales-tax-guide)
6. Add your jurisdiction(s) and click **Save and Finish**

<div>
  <iframe />
</div>

The Tax Code and Product type chosen during setup will only serve as the default setting for your offers after you enable them for taxes. You will need to activate Sales Tax for each specific offer. The tax code and product types can be customized for each offer.

### Tax codes

Not sure which tax code applies to your offer? We break down how to choose the right one based on your product type in our [digital product sales tax guide](https://www.kajabi.com/blog/digital-product-sales-tax-guide).

The following tax codes are available to choose from:

* **e-Service** – for digital goods or services (excluding e-books)
* **e-Book** – for electronic books
* **SaaS** – for Software as a Service (a.k.a. on-demand software)
* **Consulting** – for consulting or other professional services in cases where sales in your own jurisdiction are taxable but sales to other jurisdictions are not taxable
* **Standard rate** – for any general goods or services not included in the categories above with standard tax rates
* **Reduced rate** – for any general goods or services not included in the categories above with reduced tax rates
* **Tax-exempt** – for any tax-exempted goods or services

## Set up additional sales tax jurisdictions

After you've registered with the tax authority in any jurisdiction where you are going to charge sales tax and have your Tax ID, you can set up your Kajabi Sales Tax.

To set up your tax jurisdiction(s):

1. Open the **Settings** page from the Dashboard
2. Select **Tax** located under the Site Settings
3. Under Tax Jurisdiction, click **Add Jurisdiction**
4. Enter the jurisdiction information including the tax registration number you received

<div>
  <iframe />
</div>

Only jurisdictions that are **Active** based on the entered **Valid From** and **Valid Until** date will be factored into the sales tax calculation.

<Note>
  **Note:** Worried about hitting your nexus in a region you are not currently registered in? Kajabi has your back. When we detect that you have sold enough of an offer in that region, we will send you two emails—one when you've almost hit nexus and one when you've hit nexus. These are friendly reminders to help determine if you should register.
</Note>

## Enable sales tax on offers

<Note>
  **Note:** Kajabi Payments must be selected as a payment option in the offer for you to collect sales tax. Sales tax can be enabled for any offer you choose.
</Note>

To enable Kajabi Sales Tax on your offer:

1. Open the **Sales** tab from the Dashboard
2. Click on **Offers**
3. Select the Offer you'd like to collect sales tax on
4. Click on the **Pricing** tab
5. Click on the **Collect Sales Tax** checkbox
6. Click on the **Include tax in the offer's price** if you want tax to be inclusive of the offer price, otherwise, it will be tax-exclusive and will be added on top of the price
7. Select the applicable **Tax Code**\* and **Product Type** for this particular offer
8. Click **Save** on the upper right-hand corner when complete

<div>
  <iframe />
</div>

Want to enable Kajabi Sales Tax on **all** of your Kajabi Payment offers? Kajabi offers that feature.

To enable Kajabi Sales Tax on all of your Kajabi Payment offers:

1. Open the **Settings** page from the Dashboard
2. Select **Tax** located under the Site Settings
3. Click **Lets do it!** on the top banner to start
4. Select if you would like to **include tax in the offer's price**
5. Select if you would like to **automatically convert all your Offers to Kajabi Payments**
6. Click **Enable Now** to enable Kajabi Sales Tax on all of your Kajabi Payment offers

<div>
  <iframe />
</div>

<Note>
  **Note:** Kajabi Sales Tax ensures the accurate application of sales tax for recurring [Subscription](/articles/sales/offers/how-to-create-a-subscription-offer) and [Payment Plan](/articles/sales/offers/create-a-payment-plan-offer) transactions by automatically recalculating the sales tax rate before each charge. It factors in your customer's address and any changes in jurisdictional tax rates, adjusting the sales tax accordingly. This means the sales tax may increase or decrease based on your customer's location and the relevant jurisdiction.
</Note>

### Tax codes

Not sure which tax code applies to your offer? We break down how to choose the right one based on your product type in our [digital product sales tax guide](https://www.kajabi.com/blog/digital-product-sales-tax-guide).

The following tax codes are available to choose from:

* **e-Service** – for digital goods or services (excluding e-books)
* **e-Book** – for electronic books
* **SaaS** – for Software as a Service (a.k.a. on-demand software)
* **Consulting** – for consulting or other professional services in cases where sales in your own jurisdiction are taxable but sales to other jurisdictions are not taxable
* **Standard rate** – for any general goods or services not included in the categories above with standard tax rates
* **Reduced rate** – for any general goods or services not included in the categories above with reduced tax rates
* **Tax-exempt** – for any tax-exempted goods or services

## Sales tax report

You can view a detailed list of sales tax transactions from your Analytics page.

The sales tax report analytic page view can be customized by transaction date, payment type, currency, Offers, Customer Name, and Customer Email.

To view your sales tax report:

1. From the Kajabi Dashboard, click **Analytics**
2. Scroll down to **Sales Tax**
3. Choose a transaction date period or apply a filter, then click **Apply** to view the results

<div>
  <iframe />
</div>

## Export sales tax report

### Export from the Analytics page

1. Select the **Analytics** tab from the Dashboard
2. Once on the Analytics Page, click on **Sales Tax**
3. Select the date range and any filters you would like to add, then click **Export**

<div>
  <iframe />
</div>

### Export from Transactions

1. Select the **Sales** tab from the Dashboard
2. Once on the Payments Overview Page, click on **Transactions**
3. Select the **…** menu located next to **Filters** button and click on **Export Transactions…**
4. Select the date range and click **Export**

<div>
  <iframe />
</div>

<Note>
  **Note:** Your transactions export will include a detailed breakdown of the tax name, tax rate, tax amount collected at an individual transaction level. [Learn more about transactions](/articles/sales/kajabi-payments/transactions#01H7X2NTCE06YKQ1PGF3T9P5YN).
</Note>

If you have any questions, reach out to our dedicated team at [payments.support@kajabi.com](mailto:payments.support@kajabi.com).


# Kajabi Payments statement descriptor
Source: https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-statement-descriptor

View and update the Kajabi Payments statement descriptor to help customers recognize charges.

## Overview

A statement descriptor is the line of text that appears on your customer's bank or credit card statements. Using clear and accurate statement descriptors can reduce chargebacks and disputes. If your customer does not recognize the charge or is confused by the wording, a chargeback or dispute is likely to occur.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Tips for crafting a statement descriptor

Tips for crafting a statement descriptor to help prevent chargebacks:

* **Simple is best** - Keep your statement descriptor simple and easy to read. Remember, not confusing your customer is the ultimate goal
* **Use your business name** - This is not only a great tool for branding but also helps keep it simple. Your customers should be able to look at the statement descriptor and immediately know where that charge came from
* **Include your website name** - Brand recognition is key

## View the current statement descriptor

By default, your statement descriptor is set as your Kajabi URL. With Kajabi Payments, you have the ability to customize the statement descriptor.

To view the current statement descriptor:

1. Navigate to **Settings**
2. Listed under Payment Settings, click on **Customer Payments**
3. Scroll down to the **Statement Descriptor** section and there you will see what your current statement descriptor is and how it will reflect on your customers' bank and credit card statements

<img alt="Statement descriptor settings" />

## Update the statement descriptor

Your statement descriptor can be edited from **Settings**.

To edit the statement descriptor:

1. Navigate to **Settings** from the Kajabi Dashboard
2. Click **Customer Payments**
3. Enter a new statement descriptor in the **Statement Descriptor** field
4. Click **Save** to save your changes

<div>
  <iframe />
</div>

<Note>
  **Note:** Make sure that you consider all of the statement descriptor requirements below when making your request to update your statement descriptor.
</Note>

## Statement descriptor requirements

A complete statement descriptor—either a single static descriptor or the combination of a prefix and suffix—must meet the following requirements:

* Contains only Latin characters
* Contains between 5 and 22 characters, inclusive
* Contains at least one letter (if using a prefix and a suffix, both require at least one letter)
* Doesn't contain any of the following special characters: `<`, `>`, `\`, `'`, `"`, `*`
* Reflects your Doing Business As (DBA) name
* Contains more than a single common term or common website URL. A website URL only is acceptable if it provides a clear and accurate description of a transaction on a customer's statement


# Migrate Stripe subscriptions & payment plans to Kajabi Payments
Source: https://help.kajabi.com/articles/sales/kajabi-payments/migrate-stripe-subscriptions-payment-plans-to-kajabi-payments

Seamlessly migrate active subscriptions and payment plans from Stripe to Kajabi Payments without customer disruption.

## Overview

**Kajabi Payments migration** lets you move active Stripe subscriptions and payment plans into Kajabi Payments without interrupting billing or asking customers to re-enter their payment details. Once migrated, you'll avoid third-party processor fees and unlock payment methods like Apple Pay, Google Pay, Afterpay, and Klarna.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## **Supported migration types**

### Stripe subscriptions created through your Kajabi site to Kajabi Payments

If your customers purchased subscriptions or payment plans through your Kajabi checkout with Stripe as your payment processor, this is the standard migration path. Active and trialing subscriptions, as well as payment plans with remaining installments, are all eligible.

### Externally or manually created Stripe subscriptions to Kajabi Payments

If you have active subscriptions in Stripe that were created outside of Kajabi through another platform, service, or manually created within Stripe, we can migrate those subscriptions into Kajabi Payments as well.

If your subscriptions aren't currently stored in Stripe or don't have a Stripe subscription object, we may still be able to help depending on a few factors. Submit a migration request and our team will take a look.

PayPal subscriptions cannot be migrated at this time.

## **Before you submit**

Before submitting a migration request, make sure the following are in place.

### You are onboarded to Kajabi Payments

Kajabi Payments must be active on your account before a migration can take place. If you haven't set it up yet, visit [<u>Kajabi Payments Overview</u>](https://help.kajabi.com/en/articles/12695442) to get started.

### You are the Kajabi account owner or have their authorization

Migration requests must come from the Kajabi account owner, or include confirmation that the account owner has authorized the request. If you're submitting on behalf of someone else, make sure you have their explicit sign-off before reaching out.

### You have access to the Stripe account

You'll need to be able to log into the Stripe account where your subscriptions live. If you can't access the Stripe account, our team won't be able to proceed.

### Your offers are set to accept Kajabi Payments

Any offers tied to the subscriptions being migrated need to be set to accept Kajabi Payments before migration can begin. You can update this in your Kajabi dashboard under **Sales > Offers**.

### Subscriptions using Link or ACH payment methods cannot be migrated

Kajabi Payments does not support Link or ACH as payment methods. Customers with Link or ACH attached to their subscription will need to update their payment method before those subscriptions can be included in the migration.

## **What to know**

### Subscription statuses

Only active and trialing subscriptions are migrated. Paused subscriptions are skipped and remain paused in Stripe. Past-due subscriptions are also skipped. To maximize the number of subscriptions migrated, we recommend resolving as many of these as possible before your migration date by retrying past-due payments and resuming paused subscriptions where appropriate.

### Billing dates

Your customers' next charge dates carry over exactly. No one is billed early or out of cycle, and no receipts are sent at the time of migration. Billing resumes normally on the next scheduled charge.

### Trials

If a customer is currently in a trial, that trial carries over. They keep the same trial end date in Kajabi Payments.

### Coupons

Forever discounts carry over as adjusted prices on the migrated subscription. Subscriptions with active temporary discounts are skipped, but can be retried once the discount period ends. In both cases, the migrated subscription record in your Kajabi admin will not have a coupon attached. You don't need to make any changes to your coupons to support the migration.

### Affiliates

If the original purchase had an affiliate attached, that relationship is matched and carried over to the new migrated subscription.

### Sales tax

Sales tax cannot be applied to migrated subscriptions.

### Temporary authorization

As Stripe validates the card on the new account, customers may see a temporary \$0 authorization on their statement. This is not a charge and will clear automatically.

### Customer access

Product access and progress are preserved throughout the migration. The Access Start Date on the migrated record reflects the date of the original purchase. 

### Emails and automations

No purchase emails or receipts are sent at the time of migration, and automations do not trigger by default. The Member Welcome Email will be sent if the customer of the migrated subscription does not already exist as a customer in your Kajabi site (typically only relevant for externally created Stripe subscriptions).

### **Migration process**

1. **Submit your request** — Complete the [<u>migration request form</u>](https://form.typeform.com/to/uMqJKeeV) to get started.
2. **Review and confirmation** — Our team will review your submission and reach out to confirm the scope of the migration and any remaining requirements.
3. **Preparation** — Our team will work with you to get everything in place. We'll guide you through any steps needed on your end.
4. **Migration** — We'll move your subscriptions and payment plans into Kajabi Payments. Most migrations are completed within 1 to 3 weeks of the initial request.
5. **Post-migration summary** — Once complete, our team will follow up with a summary of what was migrated so you have a full record of the changes.

## **How migration works**

A new subscription or payment plan is created in Kajabi Payments using your customer's data from Stripe. For subscriptions, the new plan picks up on the existing billing schedule. For payment plans, the new record reflects only the remaining installments. For example, if a customer has completed 1 of 2 payments, the new plan will show 1 payment remaining.

Immediately after the new plan is created, the original Stripe plan is canceled to prevent duplicate billing.

Skipped subscriptions (those that are paused, past-due, have an active temporary discount, or use an unsupported payment method like Link or ACH) are noted in the post-migration summary. Many can be retried once the underlying issue is resolved

## Admin view after migration

In the customer's **Purchases** tab, you'll see both the original Stripe record and the Kajabi Payments record. Each entry is clearly labeled as **Canceled by Kajabi migration** for the Stripe plan and **Created by Kajabi migration** for the new one. You can click into either record for details, and a link back to the original Stripe record will also be available.

For payment plans, the Kajabi Payments record will only show the remaining installments. For example, if a customer completed 2 of 10 payments before migration, the plan will display as 0 of 8, keeping the schedule aligned.

<img alt="Admin view after migration" />

## Customer view after migration

Your customers will hardly notice a change. In their account, they'll see one active subscription in billing, just as before. If they check their purchase history, the original Stripe subscription will appear as canceled with all past receipts still available, and the active subscription or payment in Kajabi Payments will show as their current plan. Everything looks familiar, clear, and uninterrupted.

<img alt="Customer billing view" />

<img alt="Customer purchase history" />

##


# Payment plans
Source: https://help.kajabi.com/articles/sales/kajabi-payments/payment-plans

View and export detailed payment plan information.

## Overview

Review the Payment Plans page to view a record of all the payment plan purchases associated with the site. The table is automatically filtered to Active payment plans for easy access to manage plans.

On the table, you can view statuses and click directly on the amount, customer name, or offer title to view more information about the purchase. You can view the payment plan in more detail and pause/resume or cancel payments from the overflow menu on the table.

<img alt="Payment Plans page" />

## Understand statuses

<img alt="Payment plan statuses" />

## Export and customize columns

Click the overflow menu to export subscription data as well as customize the order of the columns and data that will display on the table.

### Export payment plan records as a CSV file

1. Navigate to **Sales**.
2. Click **Payment Plans**.
3. Select the **…** button for **More Actions**.
4. Click **Export Payment Plans**.

The exported list will be emailed to the email address associated with the Kajabi account from our support team.

<img alt="Export payment plans" />

## Download the exported report

Download the CSV from the email inbox:

1. Log into the email associated with the Kajabi account.
2. The exported list will be attached to an email from **our support team** with the Subject Line (e.g., Payment Plan export process completed).
3. Open the email to access and download the CSV file.

The CSV file containing payment plan records will include the following information:

* Kajabi Payment Plan ID
* Amount
* Currency
* Interval
* Number of Payments
* Completed Payments
* Type
* Status
* Next Payment Date
* Canceled On Date
* Ends on Date
* Customer ID
* Customer Name
* Customer Email
* Offer ID
* Offer Title
* Provider
* Provider ID
* Created At
* Coupon Used

<Note>
  **Note:** Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](../../account-settings/notifications/update-email-notifications).
</Note>

### Customize table columns and layout

1. Select the **…** button for **More Actions**.
2. Click **Customize Columns**.
3. Reorder or toggle relevant data you want to see.
4. Press **Apply** to finish.

## Filter payment plans

Looking to filter the search further? Use the **Filters** button to narrow the search down by specifics.

You can filter by offer title, coupon used, payment type, status, date, and more.

<img alt="Filter payment plans" />


# Payment settings
Source: https://help.kajabi.com/articles/sales/kajabi-payments/payment-settings

Update Payment Settings to collect payments from customers, connect and manage Kajabi Payments setup, and customize checkout settings.

## Overview

Collect payments from customers, connect and manage the site's Kajabi Payments setup, customize checkout settings, and more in Payment Settings.

### Access Payment Settings

1. Open the **Settings** tab at the lower left of the Dashboard.
2. Navigate to **Payment Settings**.
3. Select the type of settings you wish to update:

<img alt="Payment Settings" />

## Payment Settings include

* **Payment setup**: Configure payment processing for the site and manage Kajabi Payments information. [Learn more about Kajabi Payments](../../sales/kajabi-payments/kajabi-payments-overview).
* **Checkout**: Adjust the settings of checkout pages, including Email & Card Storage opt-in preferences, outbound webhooks, and checkout tracking code. [Learn more about checkout settings](../../sales/checkout/how-to-change-checkout-page-opt-in-settings).
* **Customer payments**: Edit the site's [receipt settings](../../sales/offers/how-to-send-receipts-with-kajabi) for purchases and refunds, enable reminder emails for trials and [Invoices](../../sales/kajabi-payments/invoicing-with-kajabi-payments), configure [auto-revoke and auto-grant for failed payments](../../sales/kajabi-payments/how-to-manage-failed-payments-with-kajabi-payments), and allow [customer self-cancellation](../../contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations) for their subscriptions.
* **Tax**: Automatically calculate and collect sales tax for products & services processed through Kajabi Payments integration. [Learn more about sales tax](../../sales/kajabi-payments/kajabi-payments-sales-tax-overview).


# Subscriptions
Source: https://help.kajabi.com/articles/sales/kajabi-payments/subscriptions

View and export detailed subscription information for customers.

## Overview

Review the Subscriptions page to view a record of all customer subscription purchases. The table is automatically filtered to Active subscriptions for easy access to manage.

On the table, you can view statuses and click directly on the amount, customer name, or offer title to view more information about the purchase. You can view the subscription in more detail and pause/resume or cancel payments from the overflow menu on the table.

<img alt="Subscriptions page" />

## Understand statuses

<img alt="Subscription statuses" />

## Export data and customize columns

Click the overflow menu to export subscription data as well as customize the order of the columns and data that will display on the table.

### Export subscription records as a CSV file

1. Navigate to **Sales**.
2. Click **Subscriptions**.
3. Select the **…** button for **More Actions**.
4. Click **Export Subscriptions**.

The exported list will be emailed to the email address associated with the Kajabi account from our support team.

<img alt="Export subscriptions" />

## Download the exported report

Download the CSV from the email inbox:

1. Log into the email associated with the Kajabi account.
2. The exported list will be attached to an email from **our support team** with the Subject Line (e.g., Subscription export process completed).
3. Open the email to access and download the CSV file.

The CSV file containing subscription records will include the following information:

* Subscription ID
* Setup Up Fee
* Amount
* Currency
* Interval (weekly, monthly)
* Type
* Status
* Trial Ends Date
* Canceled On Date
* Next Payment Date
* Customer ID
* Customer Name
* Customer Email
* Offer ID
* Offer Title
* Provider
* Provider ID
* Created At
* Coupon Used

<Note>
  **Note:** Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](../../account-settings/notifications/update-email-notifications).
</Note>

### Customize table columns and layout

1. Select the **…** button for **More Actions**.
2. Click **Table Properties**.
3. Reorder or toggle relevant data you want to see.
4. Press **Apply** to finish:

<img alt="Customize columns" />

## Filter search results

Looking to filter the search further? Use the **Filters** button to narrow the search down by specifics.

You can filter by offer title, coupon used, payment type, status, date, and more.

<img alt="Filter subscriptions" />


# Transactions
Source: https://help.kajabi.com/articles/sales/kajabi-payments/transactions

View and export detailed payment information about purchases made on a site.

## Overview

The Transactions page provides a line-by-line report of every transaction associated with the site, excluding free purchases. Use the search bar to quickly identify transactions by searching a customer's name or email address.

On the table, you can click directly on the amount, customer name, or offer title to view more information about the purchase. You can also issue refunds, send receipts, or view more details from the overflow menu on the table:

<img alt="Transactions page" />

## Customize columns

With Kajabi you have the option to customize the layout of the Transactions page in a way that best fits the needs of you and your business.

To customize the Transactions page columns:

1. Select the **…** button for **More Actions**.
2. Click **Customize Columns**.
3. Reorder or toggle relevant data you want to see.
4. Press **Apply** to finish:

<img alt="Customize columns" />

<Note>
  **Note:** Selections will be saved when column customizations have been made so you do not need to change settings every time you come back.
</Note>

## Filter search results

Looking to filter the search further? Use the **Filters** button to narrow the search down by specifics.

You can filter by offer title, coupon used, payment type, status, date, and more:

<div>
  <iframe />
</div>

## Export data

Click the **Export** button to export transaction data.

1. Navigate to **Sales**.
2. Click **Transactions**.
3. Select the **Export** button.
4. Click **Export Transactions**.
5. Select the exported date range.
6. Press **Export** to finish.

The exported list will be emailed to the email address associated with the Kajabi account from our support team:

<img alt="Export transactions" />

## Download transaction data

Any previous filters you have applied to transactions, such as failed payments, payment type, etc, will be applied to the Transaction Export.

Download the CSV from the email inbox:

1. Log into the email associated with the Kajabi account.
2. The exported list will be attached to an email from **our support team** with the Subject Line (e.g., Transactions export process completed).
3. Open the email to access and download the CSV file.

The CSV file containing Transactions data will include the following information:

* Purchase Amount and ID
* Status
* Currency
* Type (refund, charge, multi, subscription)
* Customer ID
* Customer Name
* Customer Email
* Offer ID
* Offer Title
* Provider
* Created At Date
* Coupon Used
* Failure Reason
* Charge Attempt

**Kajabi Payments Only:**

* Card's Zip Code
* Card's Country
* Tax Name
* Tax Rate
* Tax Amount
* Additional Tax Name (such as HST or VAT)
* Additional Tax Rate
* Additional Tax Amount

Any previous filters that you have applied to transactions, such as failed payments, etc, will be applied to the Transaction Export.

<Note>
  **Note:** Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](../../account-settings/notifications/update-email-notifications).
</Note>


# Understanding Stripe's restricted business list for Kajabi Heroes
Source: https://help.kajabi.com/articles/sales/kajabi-payments/understanding-stripes-restricted-business-list-for-kajabi-heroes

Review Stripe's Prohibited and Restricted Business List and what it means for Kajabi Heroes.

## Overview

Kajabi Heroes who want to use Kajabi Payments or the third-party Stripe integration are subject to Stripe's [Prohibited & Restricted Business List (RBL)](https://stripe.com/legal/restricted-businesses). Stripe's RBL can be confusing, so we've pulled together this guide for you.

Bottom line, Kajabi Heroes are supported by Stripe and can sell their content including courses, communities, memberships, newsletters, live events, etc. and receive payouts using Stripe.

In addition, creators and entrepreneurs may join Kajabi and begin selling content using Kajabi Payments or the third-party Stripe integration without pre-approval unless pre-approval is required due to their specific industry or content (as specified in the RBL).

Some of you may notice that Stripe's RBL includes the following language under "Restricted Businesses":

*"Content creation platforms (See the [FAQs](https://support.stripe.com/questions/prohibited-and-restricted-restricted-business-list-faqs) for additional details)*

*Platforms that host or distribute third-party content and enable content creators to:*

* *Receive content-related tips and other payments in exchange for their content*
* *Sell exclusive content or digital goods*

*Note: Individual content creators on approved platforms (for example, connected accounts of an approved Stripe Connect user) and those directly distributing their own content (for example, on their own website) do not require pre-approval. However, all content creators must comply with the [Stripe Services Agreement](https://stripe.com/legal/ssa) and this Prohibited and Restricted Businesses list (which, for example, prohibits the sale of adult content) and are subject to monitoring by Stripe to ensure compliance."*

## What does this language mean for Heroes?

Heroes who use Kajabi are considered "individual content creators" who "are directly distributing their own content." As a result, Heroes generally do not require pre-approval and are not restricted by the RBL unless their industry or specific content are restricted (as specified in the RBL).

## What does this language mean for Kajabi?

Though Kajabi is a platform, it is not subject to the restriction on "content creation platforms" because Kajabi operates as "a platform whose products enable content creators to distribute their own content (for example, on their own website) and receive compensation for it."

Stripe provided the following [FAQ](https://support.stripe.com/questions/prohibited-and-restricted-restricted-business-list-faqs) to make this clear:

*"I operate a platform whose products enable content creators to distribute their own content (for example, on their own website) and receive compensation for it. Do I require pre-approval?*

*No, you're not directly distributing your customers' content and thus don't require pre-approval. Each of your customers would be considered individual content creators and would likewise not require pre-approval. They must comply with the Stripe Services Agreement and our Prohibited and Restricted Businesses list (which, for example, prohibits the sale of adult content) and are subject to monitoring by Stripe to ensure compliance."*

## Additional questions

If you are using Kajabi Payments and have additional questions, reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com). If you are using the Stripe third-party integration and have additional questions, reach out to [support@stripe.com](mailto:support@stripe.com).


# Understanding Stripe's updated billing plans for Kajabi Heroes
Source: https://help.kajabi.com/articles/sales/kajabi-payments/understanding-stripes-updated-billing-plans-for-kajabi-heroes

Review Stripe's billing plan changes and how they affect Kajabi Payments fees.

## Overview

On July 10, 2024, Stripe updated their Billing plans and structure, which introduced an adjustment in their subscription fee from 0.5% to 0.7%. For more details, review [Stripe's documentation on these updates](https://support.stripe.com/questions/july-2024-changes-to-stripe-billing). For specific questions regarding Stripe's fee changes, we recommend contacting Stripe directly, as they can provide the most accurate information about their direct pricing.

As Kajabi Payments is built in partnership with Stripe, we also adjusted our subscription and payment plan fees from 0.5% to 0.7% effective August 14, 2024.

To honor Heroes who supported Kajabi Payments from the beginning, we offered a promotional rate of 0.5% to all Heroes who set up Kajabi Payments by August 14, 2024. This promotional rate remained in effect until June 30, 2025, after which the pricing applies.

## FAQs

### How does this affect Kajabi Heroes who use Stripe?

Heroes on a Stripe Billing Starter or Billing Scale plan before July 10th, 2024 received promotional pricing of 0.5% until June 30th, 2025, after which the 0.7% pricing applies. For specific questions about Stripe's fee changes, contact Stripe directly as they can provide the most accurate information about their direct pricing.

### I have custom Billing pricing with Stripe, will that still be honored?

According to [Stripe's documentation](https://support.stripe.com/questions/july-2024-changes-to-stripe-billing), if you have a custom Billing sales contract, there will be no changes to the current agreement. For more questions regarding specific pricing, contact Stripe directly.


# Payment disputes
Source: https://help.kajabi.com/articles/sales/kajabi-payments/what-is-a-payment-dispute

Understand payment disputes and how to prevent and address them.

<Note>
  **Note:** Kajabi Payments is currently available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, the United Arab Emirates, the United Kingdom, and select European countries.
</Note>

## Overview

A payment dispute, also known as a chargeback, is a mechanism that allows customers to dispute a charge on their statement directly with their bank or other payment provider. Disputes can arise for a variety of reasons, including but not limited to unauthorized charges, billing errors, or charges for goods or services that were not fulfilled to a customer's satisfaction.

[Respond to a dispute with Kajabi Payments](../../sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments).

## Dispute types

There are several types of payment disputes that you may encounter. Below are the various types of payment disputes.

### Fraudulent disputes

These disputes occur when a transaction is made on a credit card or payment method and the buyer claims that it was made without their authorization or knowledge.

Fraudulent disputes fall into three main categories:

* **Legitimate Fraud** - This can happen if the payment information is compromised through various means such as theft or a data breach, and a fraudster uses a payment method to obtain services without the true cardholder's knowledge or authorization.
* **Friendly Fraud** - There are also cases of "Friendly fraud" where there may be multiple users of a single payment method (i.e., spouses) and one user does not recognize charges. These are not legitimate fraud, and you may want to counter this dispute by submitting evidence.
* **Bad Actors** - This group consists of rightful cardholders who knowingly make purchases but then claim fraud in order to obtain goods or services for free.

### Quality of goods or services

These disputes occur when the cardholder is not satisfied with the quality of goods or services purchased. This can include issues such as non-delivery or incomplete services, unsatisfactory services, or poor customer service.

### Refund not processed

If a customer is expecting a refund based on a refund request raised directly with you and does not receive it in a timely manner, they may seek reimbursement via a dispute. If you are able to show that the customer has already been reimbursed, you can provide evidence to have the dispute reversed in your favor.

### Canceled transactions

Most common on subscription purchases, these disputes occur when a buyer claims to have canceled a transaction within the scope of the Terms of Service, but you have charged them anyway. This can happen if the cancellation is not properly processed or if there is a miscommunication between the buyer and seller.

### Duplicate transactions

These disputes occur when a buyer believes they have been mistakenly charged multiple times for a good or service. While there are legitimate occurrences of this via billing errors, it is also not uncommon for the concept of upsells or multiple product purchases in quick succession to cause confusion on the cardholder's behalf.

[Respond to a payment dispute](../../sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments).

### What is an inquiry?

Some card networks and payment facilitators initiate a preliminary phase before creating a formal dispute. This preliminary phase is called an Inquiry, though these are sometimes also called a "retrieval" or a "request for information."

During the inquiry phase, funds are not pulled from the account and no dispute fee is charged. However, note that if a dispute is issued following the inquiry, the dispute amount and any applicable dispute fees will be debited from the balance.

The inquiry phase requirements differ according to the card network or payment facilitator, but generally, these are either a request for transaction clarification, an opportunity to resolve the complaint directly with the cardholder, or an opportunity to refund the payment without incurring a dispute fee.

We recommend responding to this inquiry with one of the below actions:

* Providing evidence that answers the dispute type for the inquiry, if applicable
* Reaching out to the customer to confirm this is a legitimate transaction
* Issuing a full refund, if appropriate

Finally, be sure to check the dashboard after the inquiry due date to confirm if the inquiry has escalated to a dispute. If a dispute is issued, you will be able to [upload documentation to counter the dispute](../../sales/kajabi-payments/how-to-respond-to-a-dispute-with-kajabi-payments).

## Avoid and prevent disputes

Think of a dispute as a buyer requesting a refund directly from their issuing bank as opposed to contacting you for a refund. Disputes are an inherent part of doing business and can never be completely avoided no matter how clearly you present business policies and terms.

However, there are a few best practices you can implement to strengthen your business:

* **Keep accurate records** - Keep detailed records of all transactions. This includes receipts, invoices, and any communications with the customer. This can serve as compelling evidence when attempting to counter a dispute.
* **Provide clear and accurate descriptions** - Provide clear and accurate descriptions of products or services. This includes any features, benefits, and limitations. This helps to set expectations with customers and reduces the risk of disputes from arising as a result of any misunderstandings or miscommunication. When disputes arise, being able to show that appropriate expectations were set with the cardholder prior to purchase can serve as good evidence.
* **Respond promptly** - Disputes can be prevented by prompt responses to customer complaints and prevent issues from escalating.
* **Offer refunds and exchanges** - Be willing to offer refunds or exchanges to customers who are not satisfied with their purchase. It is also important to make sure you have a clear refund/exchange policy on the site that is disclosed to customers prior to purchase.


# Kajabi Payments overview and FAQs
Source: https://help.kajabi.com/articles/sales/kajabi-payments/why-kajabi-payments-everything-you-need-to-know

Understand the benefits of Kajabi Payments and find answers to frequently asked questions.

Curious about switching to Kajabi Payments? Review the most frequently asked questions below to understand how Kajabi Payments can streamline payment processing and grow your business.

## What is Kajabi Payments?

Kajabi Payments is a built-in payment processor that eliminates the need for external payment services. It supports all major credit and debit cards and includes fast and flexible payment methods such as Apple Pay, Google Pay, and Buy Now, Pay Later options like Afterpay and Klarna. These make the checkout process easier and can help boost sales by accommodating more customer preferences.

Kajabi Payments integrates with leading accounting software, streamlining financial workflows. It automatically calculates sales tax at checkout and simplifies managing invoices, subscriptions, and refunds. Centralizing these operations within Kajabi ensures a secure and efficient solution for all financial needs.

Check out the screenshot below to see how checkout pages look after making the switch:

<img alt="Kajabi Payments checkout" />

## What are the benefits of Kajabi Payments?

Kajabi Payments offers three key advantages:

1. **Complete commerce solution** - andle all financial operations from the dashboard — manage transactions, collect sales tax, send invoices, issue refunds, oversee subscriptions, and request Instant Payouts when you need funds right away. This makes financial processes more efficient and ensures greater accuracy across business operations.
2. **Expanded payment options** - Kajabi Payments supports a wide range of payment methods, including major credit and debit cards, [Apple Pay, Google Pay](../../sales/kajabi-payments/how-to-enable-apple-pay-and-google-pay-on-kajabi-payments-offers), and [Buy Now, Pay Later](../../sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments) options such as Afterpay (AKA Clearpay in the UK) and Klarna. Broadening payment offerings meets customer needs and creates a smoother checkout, leading to boosted conversion rates.
3. **One-stop payment processing** - Consolidate all payment processing in one place, eliminating the hassle of third-party tools and various systems. This centralization simplifies managing finances, allowing more time to focus on what matters—growing a business with Kajabi's comprehensive marketing and development tools.

## What is the benefit of using Kajabi Payments over Stripe or PayPal?

Kajabi Payments is purpose-built for Kajabi Heroes to support an all-in-one experience. It includes exclusive features only available via Kajabi Payments, such as Apple Pay, Google Pay, Afterpay, Klarna, Xero, Quickbooks integrations, and the option to calculate sales tax on offers.

<img alt="Kajabi Payments features" />

## If I make the switch, what happens to Stripe or PayPal?

Stripe will remain connected to the Kajabi account and continue to process any existing residual payments (see the next question for details). However, once you switch to Kajabi Payments and enable it on all of the offers, payments will come through the Kajabi Dashboard, where you can manage payments and payouts.

PayPal operates as a separate payment processor and will remain unaffected by the switch.

## What happens to current subscriptions or payment plans?

Any existing subscriptions or payment plans will remain on Stripe and continue to bill through the 3rd party platform. Kajabi Payments will only take effect for future transactions moving forward.

## Does Kajabi Payments charge fees?

Kajabi Payments fees are the same as Stripe and vary by region. Check out the fee structure for each location below:

* [Kajabi Payments - United States Fees](../../sales/kajabi-payments/kajabi-payments-fees-united-states)
* [Kajabi Payments - Australia Fees](../../sales/kajabi-payments/kajabi-payment-fees-australia)
* [Kajabi Payments - Canada Fees](../../sales/kajabi-payments/kajabi-payments-fees-canada)
* [Kajabi Payments - United Kingdom Fees](../../sales/kajabi-payments/kajabi-payment-fees-united-kingdom)
* [Kajabi Payments - Europe Fees](../../sales/kajabi-payments/kajabi-payments-fees-europe)
* [Kajabi Payments - United Arab Emirates Fees](../../sales/kajabi-payments/kajabi-payments-fees-united-arab-emirates)

## Can I manage payments in Kajabi the same way I would in Stripe?

With Kajabi Payments, you can manage all essential payment tasks, including sending receipts, pausing or canceling payments, issuing partial or full refunds, editing subscription payment amounts, manually retrying failed payments, and more—all from the Kajabi Dashboard.

## Can I send invoices with Kajabi Payments?

Kajabi Payments includes an [invoicing feature](../../sales/kajabi-payments/invoicing-with-kajabi-payments), allowing you to send invoices directly through Kajabi.

## Can I collect sales tax with Kajabi Payments?

Kajabi Payments includes a [Sales Tax Integration](../../sales/kajabi-payments/kajabi-payments-sales-tax-overview) to help you automatically manage tax collection. This feature is exclusively available with Kajabi Payments.

## Does Kajabi Payments integrate with bookkeeping services?

Kajabi Payments seamlessly integrates with [Quickbooks](../../sales/kajabi-payments/how-to-integrate-quickbooks-online-with-kajabi-payments) Online and [Xero](../../sales/kajabi-payments/how-to-integrate-xero-with-kajabi-payments) for easy bookkeeping.

## I am based in Canada. Can I add both my CAD and USD bank accounts?

As a Canadian Hero, you can add both a CAD and a USD bank account, with one account per currency. The bank accounts you link will determine how payments are processed and when currency conversions occur. After adding the first bank account during the Kajabi Payments setup, you can add an account by navigating to **Sales tab > Payouts > Add Bank Account**. [Learn more about Kajabi Payments for Canada](../../sales/kajabi-payments/getting-started-with-kajabi-payments-canada).

## I am based in the United Kingdom and want to add multiple bank accounts. Is this possible?

As a Hero with a business registered in the UK, you can add up to 7 bank accounts, with one account designated for each currency. These bank accounts will determine how payments are processed and when currency conversions occur. To add an additional account after initial setup, navigate to **Sales tab > Payouts > Add Bank Account**. [Learn more about Kajabi Payments for the United Kingdom](../../sales/kajabi-payments/getting-started-with-kajabi-payments-united-kingdom).

## I am based in Europe and want to add multiple bank accounts. Is this possible?

As a Hero in the [select European](../../sales/kajabi-payments/getting-started-with-kajabi-payments-europe) countries where Kajabi Payments is available, you can add up to 7 bank accounts, each associated with a different currency. The bank accounts you link will determine how payments are processed and when currency conversions occur. After adding the first bank account during the Kajabi Payments setup, you can add an additional account by navigating to **Sales tab > Payouts > Add Bank Account**. [Learn more about Kajabi Payments for Europe](../../sales/kajabi-payments/getting-started-with-kajabi-payments-europe).

### **Can I get paid instantly with Kajabi Payments?**

Yes. Eligible Kajabi Payments Heroes can use Instant Payouts to access their available balance in minutes, any day of the week, including weekends and holidays. A service fee applies and is shown upfront before you confirm. Your regular payout schedule is not affected. Learn more about[ Instant Payouts with Kajabi Payments](/articles/sales/kajabi-payments/instant-payouts-with-kajabi-payments).

## Additional Kajabi Payments resources

* [Kajabi Payments](https://kajabi.com/features/payments)
* [Kajabi Payments: Setup & Onboarding](https://learn.kajabi.com/webinars/signup/kajabi-payments-setup)
* [Understanding Kajabi Payments: What You Really Need to Know](https://kajabi.com/updates/understanding-kajabi-payments)
* [Digital Product Sales Tax: A Guide for Content Creators](https://kajabi.com/blog/digital-product-sales-tax-guide)

To learn more about Kajabi Payments, check out the [Kajabi Payments Overview](../../sales/kajabi-payments/kajabi-payments-overview).


# Revoke Offer access when payment fails or cancels
Source: https://help.kajabi.com/articles/sales/offers/automatically-revoke-access-to-an-offer-if-payment-fails-or-cancels

Use Automations to revoke access to the Products in an Offer when a payment fails or cancels.

Members will maintain Product access until their subscription is canceled or the membership is revoked manually. Use Automations to automatically **revoke access** to the Products in an Offer if a payment fails or cancels.

## Revoke access with Automations

### Locate the Offer

1. Open the **Sales** tab from the Dashboard.
2. Click **Pricing**.
3. Select the Offer you wish to edit or create a new one.

### Add an Automation

1. From the Offer editor, click **+ Add Automation**.
2. Open the **When** dropdown menu.
3. Select **Offer subscription payment failed** or **Offer subscription payment canceled**.
4. Click the **Then** dropdown menu.
5. Select **Revoke an offer**.
6. Select the corresponding Offer you wish to revoke if a payment fails.
7. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

This will ensure that the Product(s) included with the Offer are no longer accessible to a Member if a payment fails or gets canceled.

<Note>
  **Note:**
  Revoking access for a recurring subscription or multi-pay Offer will not deactivate future payments. Instead, it will remove Product access to your Member(s). Read [How to Cancel Your Member's Subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription) if you wish to cancel future payments.

  Have [Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations)? Use the **deactivate from Offer (discontinue payment & access)** to deactivate future payments and revoke access.
</Note>


# Can the price of an Offer be changed without affecting existing customers?
Source: https://help.kajabi.com/articles/sales/offers/can-i-change-the-price-of-an-offer-without-changing-the-access-to-those-who-already-purchased-the-product

Pricing changes to an existing Offer apply only to future customers and do not affect current subscribers.

Yes, any **pricing change** you make to an existing Offer will not affect those who have already purchased it, including Offers that have a recurring payment.

It will only apply the changes to new customers who purchase after the change was made.

[Learn to edit your Offer pricing plan](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer).


# Can bundles of digital Products be sold?
Source: https://help.kajabi.com/articles/sales/offers/can-i-sell-bundles-of-digital-products-ie-digital-trainings

Attach multiple Products to a single Offer to sell them as a bundle.

Yes, with Kajabi you can build out an Offer with a **bundle of Products**.

Once you have created the Offer, you can attach multiple Products to that Offer. Check out the article on [How to Create an Offer](/articles/sales/offers/create-an-offer) to learn more.


# Checkout quantity selector
Source: https://help.kajabi.com/articles/sales/offers/checkout-quantity-selector

Enable the checkout quantity selector to allow for multiple purchases of the same Offer within one checkout.

The **checkout quantity selector** allows your customers to purchase multiples of the same [one-time](/articles/sales/offers/how-to-create-a-one-time-payment-offer) offer through one easy checkout process. This is a great way to sell event tickets, coaching sessions, corporate packages, and more.

<img alt="Checkout quantity selector" />

<Note>
  **Note:** Only the buyer of the offer will be granted access to the product.
</Note>

## Enable the checkout quantity selector

The checkout quantity selector can be enabled through each Offer's Pricing Details page.

An offer must first be [created](/articles/sales/offers/offers-overview) to enable the checkout quantity selector for that offer.

To enable the checkout quantity selector for an Offer:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Select the Offer you wish to enable the CQS for
4. Click the **Pricing** tab.
5. Check **Enable quantity selector**
6. Remember to hit **Save** to save your changes

<img alt="Enable quantity selector" />


# Configuring Upcoming Payment Reminder Emails 
Source: https://help.kajabi.com/articles/sales/offers/configuring-upcoming-payment-reminder-emails



Automatically notify your customers before a recurring subscription or payment plan charge is processed. When enabled, Kajabi sends a reminder email a set number of days before each upcoming payment, giving customers time to review their details, update their payment method, or reach out with questions.

This feature works with subscriptions and payment plans managed through **Kajabi Payments**, **Stripe**, and **PayPal**.

## **Enable Payment Reminder Emails**

1. Go to **Settings > Customer Payments**.
2. Scroll to the **Payment reminder emails** section.
3. Toggle the switch to **On**.
4. Configure your settings (see below).
5. Click **Save** at the top of the page.

<Frame>
  <img alt="Upcoming1" />
</Frame>

## **Configuring Your Payment Reminder Emails**

### **Days Before Upcoming Payment**

Set how many days before an upcoming charge the reminder should go out. You can choose any value between **1 and 30 days**; the default is **7 days**.

The number of days you choose must be shorter than the offer's billing cycle. For example, setting a 30-day reminder for a monthly subscription will not result in a payment reminder.

### **Which Offers Receive Reminders**

Choose whether reminders apply to all of your offers or only specific ones:

* **All offers** (default): Reminders are sent for every subscription and payment plan on your site, including future offers.
* **Specific offers**: Only the offers you select will trigger reminders. A multi-select list of your published recurring offers will appear when this option is chosen.

<Frame>
  <img alt="Upcoming2" />
</Frame>

## **Customize the Reminder Email**

When a reminder is triggered, the customer receives an email with their name, the offer title, the payment amount and due date, a link to update their payment method, and your site's support email.

You can edit the subject line and body of the reminder email at any time:

1. From the **Payment reminder emails** section, click **Customize reminder email**.
2. This opens the "Upcoming Payment Notification" email template editor.
3. Edit the subject and body as needed, then save.

<Frame>
  <img alt="Upcoming3" />
</Frame>

## **How Reminders Work**

Kajabi checks all eligible subscriptions and payment plans to determine which customers should receive a reminder based on your configured days-before setting.

### **Eligibility Requirements**

A subscription will receive a reminder when all of the following are true:

* The subscription is **active**.
* The next billing date falls within your configured reminder window.
* The offer is **included** in your reminder settings.
* A reminder has **not already been sent** for this billing cycle.

<Info>
  **Note**: Updating a customer's billing date manually may result in an additional reminder if they have already received the notification and the updated date falls within the reminder window.
</Info>

## **Frequently Asked Questions**

### **Will existing customers receive reminders when I turn this on?**

Yes. All active subscriptions that meet the eligibility criteria will begin receiving reminders; there is no distinction between new and existing subscribers.

### **Can I set different reminder timing for different offers?**

Not at this time. The days-before setting applies globally across your site. You can, however, control which offers trigger reminders using the All offers vs. Specific offers setting.

### **What if a customer has multiple active subscriptions?**

Each subscription is evaluated independently. If a customer has two subscriptions renewing within the reminder window, they will receive a separate reminder email for each one.

### **What about customers who are cancelling or on a free trial?**

Customers with a pending cancellation will not receive a reminder. Customers on a free trial who have not yet been charged will also not receive a reminder. For trial-ending notifications, see the separate "Trial Ending" email template.


# Create a payment plan Offer
Source: https://help.kajabi.com/articles/sales/offers/create-a-payment-plan-offer

Set up a payment plan so customers can pay a specified fee over time to access content.

Create a **payment plan** for customers to pay a specified fee for a specified number of weeks, months, or years to access your content, services, events, and more.

<div>
  <iframe />
</div>

<Note>
  **Note:** Be sure to connect your site to Kajabi Payments, Stripe, or PayPal to edit your Offer price.
</Note>

<Note>
  **Note:** This guide refers to the Price Editor in the Offer Builder to create a payment plan for your customers. If you wish to create multiple Offers on a single Sales Page to provide different pricing options for your customers, then [learn how to create multiple pricing options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout).
</Note>

## Edit the price: Payment plan

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Then, click **Pricing**
5. Navigate to the Price Details section
6. Click the **Payment Type** field
7. Then, select **Payment Plan**
8. Fill out the price details
9. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

## Customize the payment plan Offer

Selecting Payment Plan for your Offer will charge your customers according to your set billing interval until the number of payments is reached.

The first payment will be processed immediately after checkout and the following payments will be billed according to the billing interval you previously set on the same date following the initial purchase.

Customers will maintain Product access until their [subscription is canceled](/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations), the [Offer is revoked manually](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer), or [access has been restricted to a specific amount of days](/articles/sales/offers/how-to-restrict-product-access-to-a-specific-amount-of-days).

### Customize the payment plan

<img alt="Payment plan settings" />

* **Payment amount** - Specify the price for each payment (e.g., 6 monthly payments of \*\*$19.99**; $19.99 is your specified payment amount)
* **Currency** - Select the currency for the Offer
* **Number of payments** - How often your customers will be charged
* **Billing Interval** - You can select weekly (2-104 weeks), monthly (2-24 months), or annual (2-5 years) intervals
* **Trial period days** - Add between 1-365 trial days. This is a free period for your customers to try your product. Once the trial expires, they will be charged
* **Setup fee** - An added fee for payment plan setups. Can be used to offer a paid trial, as the amount will be charged immediately upon purchase
* **Payment providers** - Specify the payment processors your customers can use to purchase the Offer: [Kajabi Payments](/articles/sales/kajabi-payments/how-to-set-up-and-manage-subscriptions-and-payment-plans-with-kajabi-payments) or [Stripe, and/or PayPal](/articles/sales/offers/how-to-turn-on-a-payment-provider-for-your-offers)
* **Price text override** - Use a custom phrase to describe the price of the Offer (Optional)
* Click **Save** when you are finished customizing

After completing your Offer, edit and preview your Checkout Page. [Learn more](/articles/sales/checkout/customize-your-checkout-page)

<Note>
  **Note:** View your Payments Overview to analyze and manage all the payment plan transactions made to your site. [Learn more](/articles/sales/offers/the-payments-page-overview)
</Note>


# Create an Offer
Source: https://help.kajabi.com/articles/sales/offers/create-an-offer

Build, customize, and share an Offer to begin selling Products on Kajabi.

<div>
  <iframe />
</div>

An **Offer** is the vehicle for packaging, pricing, and delivering Products to customers, and what they actually buy. Each Offer combines one or more Products with a price, checkout page, and post-purchase experience so you can start selling right away.

## Create an Offer

First, create an Offer to begin packaging and selling your Product(s) to your customers.

1. From the **Dashboard**, select the **Sales** tab.
2. Click **Pricing**.
3. Click **+New Offer**.
4. Enter an **Offer title** and choose the Product(s) you’d like to sell in this Offer.
5. Choose a **pricing plan:** <img alt="Offers 06 29 2026 06 58 PM 1" />
   * **One-time payment** - Customer pays once for access to the product
   * **Payment plan** - Require weekly, monthly or yearly payments
   * **Subscription** - Bill customers on weekly or monthly intervals
   * **Free -** Allow access to your content free of charge
6. For paid pricing plans, enter a **Price** and **Currency**, and then if required, the **Number of payments** and **Billing interval**. You must also select your **connected payment provider**.
7. Click **Next**.
8. Customize the checkout by matching your brand and deciding what information to collect:
   * **Solid button background** color
   * **Custom checkout button text** (optional)
   * Toggle on **Checkout fields** - **Address**, **Name**, **Phone Number**, or **Tax ID**
   * **Service agreement** - Require customers to consent to a Terms and Conditions policy for your business
9. Select **Save and Finish** to finish creating your Offer.

## Edit an Offer

After creating an Offer, you can edit it further to best fit your needs. Add or swap Products, limit access, customize the post-purchase experience, add Automations, and further customize its Checkout.

### Details

Under the **Details** tab, change the Offer’s public-facing **Title** and **Description**, and add an internal one to help your team easily identify it. 

### Products in this Offer

During the creation of an Offer, you will be prompted to select one or more **Products** to attach to it. You can sell individual Product(s) or create bundled Offers to encourage your customers to get the most value.

Add new Products at any time by clicking **+Add Product**, or click **X** to remove one.

<img alt="Products Offer" title="Products Offer" />

### Product Access

Adjust the dates customers can access an Offer, by beginning availability on a certain date and/or restricting it to a specific amount of days it is available.

<img alt="Product Access" title="Product Access" />

If you wish, you can combine them. For example, you can set `June 29th` as the date members first gain access to the products in the Offer, and members will only have access for `15 days` from that start date.

### Offer Status

When an Offer is created it is automatically published. However, you must share the Offer link in order for it to be accessible - just click **Get Link**.

<img alt="Screenshot 2026 05 12 At 12 38 47 AM" />

If you wish, you can ensure that your Offer is inaccessible by putting it in a Draft **Status**. When you are ready to share and display it, update the Offer Status to Published.

Be sure to share the Offer link on a page, in an email, or in social media to encourage members to purchase it. 

### Offer Pricing

In this section, upload an image to display as the Offer thumbnail by clicking **Select image**.

The thumbnail appears on the **Offer Checkout Page**. If you add an Offers block to a page, the block will display the thumbnail.

[Add an Offers block to a page](https://help.kajabi.com/articles/website/pages/add-an-offer-to-a-page).

<Note>
  **Note:** Once you add an Offer thumbnail, it can't be removed. However, you can replace it.
</Note>

## Pricing

On the **Pricing** tab, add the Offer’s pricing options and payment details.

### Price Details

Under **Price Details**, adjust the Offer's **Payment type**, **Price**, and **Currency**, and any billing interval. You can also elect to **allow customers to pay what they want**.

<img alt="Screenshot 2026 05 12 At 12 39 56 AM" />

For a one-time payment plan, you can enable the **quantity selector** to allow multiple purchases at a time. Only buyers of the Offer will be granted access. For a regular payment plan or subscription, pricing options include the ability to optionally set up a **Trial period** and add a **Setup fee**.

For paid Offers, you can enable additional ways to pay for it under **Pricing options,** like monthly and annual subscriptions, and/or add a **Trial period** or **Setup fee**.

The **Price Text Override** and **Setup fee text override** fields let you replace the default label value. Change the **Price** to read "Contact us for pricing", for example, or edit "Setup fee" to read "Enrollment fee."

<img alt="Pricingoptions" />

<Tip>
  **Tip:** Give your customers different payment options to access your Product(s) by combining Offers and Landing Pages. [Learn how to create different pricing options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout).
</Tip>

### Payment Providers

Adjust the **payment providers** you accept for this Offer. If you selected [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview), you can add additional payment options like Apple or Google Pay, Klarna, and Afterpay.

### Offer Availability

**Set a quantity limit** for the Offer and select an action to occur once that limit is reached. You can show a customized Sold-out Page or redirect to a specific Landing Page. Optionally, show the remaining item count at checkout.

<img alt="Offeravailability" />

You can also set a **time limit**. When an Offer expires at a certain date and time, show an Expired Page or a Landing Page you choose.

<img alt="Offerexpired" title="Offerexpired" />

## Purchase flow

The **Purchase flow** tab is where you determine how your Product(s) should be sold and delivered.

#### Post-purchase

Customize the settings and user experience after the Offer has been purchased under the **Post-Purchase** section.

After a purchase, you can:

* Send the member to a custom Thank You page, Landing Page, or the Member's Product Library
* Allow new customers to bypass the account creation page
* Send the customer a default or custom post-purchase email, or do not send one

<img alt="Screenshot 2026 05 12 At 12 41 08 AM" />

[Learn how to customize a checkout page](/articles/sales/checkout/customize-your-checkout-page).

#### Upsells

**Upsells** let you present additional Offers to customers immediately after they complete a purchase. Add them to any Offer’s purchase flow to increase average order value without interrupting the checkout experience.

<img alt="Kajabi Admin Offers 2151209823 Upsells 06 29 2026 06 18 PM" />

Under **Upsell funnel**, create an Upsell sequence that appears after checkout. The first Upsell page is shown immediately after purchase and can be followed by additional Upsell pages.\
\
[Learn more about Upsells](https://help.kajabi.com/articles/sales/offers/upsells-overview).

#### Automations

**Automations** help you set up repeating tasks and streamline your workflow with just a few clicks. Click **+New automation** to start the creation process.

<img alt="Offerautomations" />

[Learn more about Automations](/articles/marketing/automations/automations-overview).

### Settings

#### Customize your checkout

<img alt="Customizecheckout" />

Adjust settings shared across offer, popup, and invoicing checkout experiences.

* Choose button color and text
* Add additional checkout fields

#### Order bump

Present your customers with a product or service that can be added onto their purchase at checkout.

<img alt="Kajabi Admin Offers 2151209823 Settings Edit 06 29 2026 06 26 PM" />

#### Notifications

Manage communication options for you and your team and customers that have purchased your Offer:

* Send customers to third-party email provider
* Get notified when a purchase has been made
* Send cart abandonment emails if a customer abandons the Offer Checkout page

[Learn more about Offer notifications](/articles/sales/offers/how-to-include-additional-settings-for-your-offer).

#### Affiliate Commission

Activate **Affiliate Commission** to credit your Affiliates for transactions made with their Share Links.

<img alt="Screenshot 2026 05 12 At 12 42 47 AM" />

\
[Learn more about activating Affiliate commissions](/articles/sales/affiliates/activate-affiliate-commission).

### More actions

Under the Offer **more actions (...) menu**, copy the link to or preview the Offer Checkout Page,  [duplicate the Offer](/articles/sales/offers/how-to-duplicate-an-offer), [communicate with other applications using webhooks](/articles/api-integrations/webhooks/webhooks-explained), view [Offer stats](/articles/sales/offers/how-to-view-offer-stats), or [delete the Offer](/articles/sales/offers/how-to-delete-an-offer).

<Frame>
  <img alt="Screenshot 2026 05 12 At 8 35 05 AM" />
</Frame>

## Customize the Offer Checkout Page

Design your users experience by customizing the Offer Checkout Page after customizing the details of your Offer:

1. From the Dashboard, open the **Sales** tab.
2. Click **Pricing.**
3. Select the Offer you wish to edit.
4. At the top, click **Edit Checkout:**

<img alt="Screenshot 2026 05 12 At 12 44 09 AM" />

[Learn more about editing an Offer Checkout Page](https://help.kajabi.com/articles/sales/checkout/customize-your-checkout-page).

## Add the Offer to a Page

Last but not least, it is time to share your Offer by adding it to your website.

**First, add an Offer Section to your Page:**

1. From the Dashboard, open the **Website** tab.
2. Click **Website Pages** or **Landing Pages** and select the page you wish to edit.
3. Click the **Customize** **icon** to open the editor.
4. In the sidebar, select **Add section.**
5. From the list, select **Offer**, and click **Add**:

<img alt="Kajabi Admin Themes 2165041036 Settings Edit 06 29 2026 06 49 PM" />

6. An **Offer Block** will generate at the bottom of the page.
7. Click **Save**.

**Then, select the Offer you would like to display:**

1. In the page, hover over the **Offer Block** and click **Edit.**
   <img alt="Screenshot 2026 06 29 At 6 49 46 PM (3)" title="Screenshot 2026 06 29 At 6 49 46 PM (3)" />
2. In the sidebar, select an **Offer** using the dropdown menu:
   <img alt="Kajabi Admin Themes 2165041036 Settings Edit 06 29 2026 06 48 PM 1" title="Kajabi Admin Themes 2165041036 Settings Edit 06 29 2026 06 48 PM 1" />
3. Click **Save**.

## Delete an Offer

To permanently remove an Offer from your account:

1. From the Dashboard, open the **Sales** tab.
2. Click **Pricing**.
3. Select the **Title** of the Offer you wish to permanently remove.
4. Click the **more actions (...)** menu in the top right corner of the Offer Editor.
5. In the dropdown menu, select **Delete**, and then confirm that you would like to delete the Offer:
   <Frame>
     <img alt="Screenshot 2026 05 12 At 8 39 01 AM" />
   </Frame>

<Info>
  **Important:** Deleting an Offer in use may cause problems in the future. Instead, if you wish to remove an Offer in use, we recommend [**drafting an Offer**](https://help.kajabi.com/articles/sales/offers/how-to-publish-or-unpublish-an-offer). Additionally, deleting a recurring subscription Offer will not cancel your customer’s subscription. Please refer to [**Cancel a customer’s subscription**](https://help.kajabi.com/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription) if you wish to cancel a subscription.
</Info>

<Tip>
  **Tip:** Before deleting your Offer, revoke access to the Offer with [**Bulk Actions**](https://help.kajabi.com/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab) to avoid manually revoking access for each customer with the Offer. Deleting the Offer before using Bulk Action to revoke access will remove the Offer from your Bulk Actions menu, and you will be unable to use Bulk Actions to revoke access to all customers with the Offer.
</Tip>


# Create multiple pricing options for Legacy Checkout
Source: https://help.kajabi.com/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout

Set up multiple pricing options by duplicating Offers using Kajabi's Legacy Checkout.

Set up **multiple pricing options** by duplicating Offers using Kajabi's Legacy Checkout.

<Warning>
  **Important:** Kajabi's **Enhanced Checkout** makes Pricing Options simple right inside a single Offer.

  [Learn more about Enhanced Checkout](/articles/sales/checkout/enhanced-checkout-overview)

  [Pricing Options using Enhanced Checkout](/articles/sales/checkout/add-pricing-options-to-an-offer-with-enhanced-checkout)

  [Upgrade to Enhanced Checkout](/articles/sales/checkout/upgrade-offers-to-the-enhanced-kajabi-checkout)
</Warning>

## Duplicate the original Offer

To duplicate the original Offer and then customize your duplicated Offer:

1. Open the **Sales** tab from your Dashboard.
2. Click on **Offers**.
3. Locate the Offer you would like to include different payment options for.
4. Click the `…` icon to open more options.
5. Select **Duplicate**.

Your duplicated Offer will be created with the same name as the original, but with a number next to it based on what number duplicate it is.

[Learn to duplicate your Offer](/articles/sales/offers/how-to-duplicate-an-offer).

After duplicating your Offer, change the price of your duplicated Offer:

1. Select your duplicated Offer to open the Offer Editor.
2. Navigate to Offer Details in the right sidebar and click **Edit**.
3. Update your Title and Internal Title, Description, and Image as desired.
4. Add your new Price Details, and click **Save**.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Consider customizing your Offer Title to match the payment plan you've selected, to help yourself find it later.
</Tip>

## Create the sales page

After creating your multiple pricing options with the duplicated Offers, create and design your Sales Page to display your different Offers.

Read [How to Create a New Page](/articles/website/pages/how-to-add-pages-to-your-website) for details on selecting a Template and generating a new Page.

After you have selected your Template, design your Page.

<Tip>
  **Tip:** Build your Page with the Offers as the focus. This Page will be used specifically for the different pricing options you are offering. This may involve deleting any unnecessary sections or even adding sections. Design your Sales Page according to your brand and vision with the focus on your pricing options.
</Tip>

### Add a Pricing Section

In this example, we create a "Choose what you pay" Sales Page. Customize your text to communicate your pricing options to your customers.

1. In the left sidebar, click **Add Section**.
2. Scroll down to **Offers & Pricing**.
3. Select a Section that best fits your sales page vision. Offer Storefront and Pricing Cards are great options for displaying multiple Offers.
4. Configure your selected Offers & Pricing section by attaching an Offer to each Block in the Section.
5. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

Here, we use an Offer Storefront to showcase the different pricing options. However, you can use a variety of different sections to showcase your pricing options including Features, Pricing Cards, and more!

Here are a few examples of Sections to showcase your pricing options:

<div>
  <iframe />
</div>

Be sure to test the different sections to select the Section Type that best fits your design vision.

## Why create different pricing options?

Creating different pricing options for your Offer(s) allows you to provide various payment options to your customers.

Here are a few examples of how you can use duplicated Offers for your business:

* [Create "Choose what you pay" or "Donate" sales pages](https://help.kajabi.com/hc/en-us/articles/360044777514)
* [Provide different currency options](/articles/sales/offers/how-to-make-offers-available-in-multiple-currencies)
* [Give your customers the option to pay with a payment plan using multiple payments](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer#h_6f3f4a6e-7770-4ba8-ba1c-f16cddcb552b)


# Create a test purchase in Kajabi
Source: https://help.kajabi.com/articles/sales/offers/creating-a-test-purchase-in-kajabi

Verify that Offers, checkout, and post-purchase flows work correctly before going live.

Before posting your Offers to the public, you may want to consider a **test purchase** from your Kajabi site to be certain everything is working as it should.

<div>
  <iframe />
</div>

## Test purchase

<Note>
  **Note:**
  Test purchase and accidental customer purchase **transaction** fees are non-refundable.
</Note>

First, clear your cache and cookies from your browser and log out of your Kajabi account, or open a private/incognito window or use a different browser.

### Test your purchase in incognito mode

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing** and select the Offer you want to test.
3. In the Offer Status card, click **Get Link**.
4. Open an incognito window and paste your link.
5. On the checkout page, follow the flow of your customers by going through the process of purchasing your Offer.

<div>
  <iframe />
</div>

After you submit your payment (or sign up for free, if testing a free Offer), you'll receive an email at the email address you entered on the checkout page. The email will contain a login link to access the product(s).

<Tip>
  **Tip:**
  If you don't want to charge your card you can:

  * [Edit the Offer price](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer) to be free before testing the purchase.
  * [Create a coupon for the Offer](/articles/sales/coupons/what-is-the-difference-between-single-coupon-codes-and-bulk-coupon-codes) that you can use to bring the price of the Offer down to \$0.00 (an error will occur if the end price is between \$0.01 - \$0.49).
</Tip>

## Best practices when testing a purchase

### Only use the Offer Link (not the Preview link) when testing

<img alt="Offer link" />

### Always use a different browser or incognito/private window when testing

To successfully test a purchase, do not test on the same browser when logged in as an Admin of your Kajabi account.

### Troubleshoot an un-clickable checkout button

Is your purchase button un-clickable? Be sure to exit out of preview mode when testing your Checkout Page:

<div>
  <iframe />
</div>

Testing a purchase in Preview mode will not allow you to purchase.

Simply open a new window and enter the checkout page URL excluding the `preview=true` piece of the URL.

### Use a different email address when testing

We recommend creating a separate email address specifically for testing purposes. This will allow you to use different variations of the same email address for tests you wish to perform on your site.

* If you are using G-Suite or any new test Gmail address, simply insert a "+" character before the "@" symbol and insert any verbiage you wish. This will send any applicable emails connected with your test to your Gmail inbox with a unique identifier.
* Example: kajabihelpcenter\*\*+purchasetest1-date\*\*@gmail.com

### Testing as an existing customer

For an existing customer, be sure that you are not logged in as the existing user to simulate the same transaction process. Remember to always test in a different browser or incognito/private window when testing to ensure an accurate simulation of a purchase.

[Learn how existing customers can purchase additional Offers](/articles/sales/offers/how-do-existing-customers-purchase-additional-offers) from your site.


# Failed payment reasons
Source: https://help.kajabi.com/articles/sales/offers/failed-payment-reasons

Common payment failure reasons and how to resolve them.

Use your browser's search function (Command+F for Mac or Ctrl+F for Windows) to search for your exact **failed payment reason** on this page.

## Common failure reasons

| Failure Reason                                                      | Description                                                                                                                                                           |
| ------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Payment failed due to card requiring authentication                 | The card was declined as the transaction requires authentication. The customer should try again and authenticate their card when prompted during the transaction.     |
| Payment failed due to failed authorization                          | The payment can't be authorized. The customer needs to try again, and if it's still not processing, contact their card issuer.                                        |
| Payment failed due to the issuer requiring contact                  | The customer needs to contact their card issuer for more information.                                                                                                 |
| Payment failed due to the card not supporting this type of purchase | The card does not support this type of purchase. The customer needs to contact their card issuer to make sure their card can be used to make this type of purchase.   |
| Payment failed due to the card exceeding the available limit        | The customer has exceeded the balance, credit limit, or transaction amount limit available on their card and needs to contact their card issuer for more information. |
| Payment failed due to unsupported currency                          | The card does not support the specified currency. The customer needs to check with the issuer whether the card can be used for the type of currency being processed.  |

Still have questions? Reach out to our support team if you need additional assistance.


# How do existing customers purchase additional Offers?
Source: https://help.kajabi.com/articles/sales/offers/how-do-existing-customers-purchase-additional-offers

Existing customers can purchase additional Offers and add them to their existing account.

Existing customers of your site can purchase **additional Offers** from your site and have them added to their existing account. Your customers can purchase additional Offers from your Store page, your Sales pages, Funnels, and email marketing, and add their additional purchases to their Library.

<div>
  <iframe />
</div>

## 2018 Checkout Template

When existing customers attempt to purchase additional Offers from your site, they can add the Offer to their existing account by using the same email address used to purchase their previous Offer(s).

With Kajabi's Checkout, you can adjust the login requirement to customize your existing customers' experience when they want to purchase additional Products from your site.

[Learn to update your login requirement](/articles/sales/checkout/how-to-update-your-optional-login-requirement).

<img alt="Login requirement" />

<Tip>
  **Tip:**
  Add [Recommended Courses](/articles/website/pages/how-to-add-recommended-courses-to-the-library-with-premier) to your customers' Library to encourage additional purchases from your existing customers.
</Tip>

## 2016 Legacy Checkout Template

With the 2016 Legacy Checkout Template, your customers will be prompted to sign in if they have an existing account prior to purchasing:

<img alt="Legacy checkout" />

<Note>
  **Note:**
  The [login requirement](/articles/sales/checkout/how-to-update-your-optional-login-requirement) cannot be adjusted if you are using the 2016 Legacy Checkout.
</Note>

## Repurchasing Offers

If an existing customer wishes to repurchase an Offer they have previously purchased, their experience will vary depending on the Offer payment type:

* **[One-Time Payments](/articles/sales/offers/how-to-create-a-one-time-payment-offer)**: A one-time payment Offer can be purchased multiple times, but a prompt will display asking the customer if they wish to continue if they have already purchased the Offer previously. This prompt can be dismissed if they wish to repurchase the Offer.
* **[Payment Plans](/articles/sales/offers/create-a-payment-plan-offer)**: Similar to the One-Time Purchase, a Payment Plan Offer can be purchased multiple times, but the customer will encounter a prompt notifying them of their previous purchase.
* **[Recurring Subscription](/articles/sales/offers/how-to-create-a-subscription-offer)**: If a customer attempts to repurchase an active Recurring Subscription Offer associated with their account, Kajabi will simply redirect the customer to the Library after logging in.


# Add an expiration date to an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-add-an-expiration-date-to-your-offer

Control how long an Offer is available to be purchased by adding an expiration date.

Adding an **expiration date** to an Offer gives you control over how long the Offer is available to be purchased.

<div>
  <iframe />
</div>

## Add an Offer expiration date

1. Open the **Sales** tab from your Dashboard.
2. Select the **Offer** you wish to limit or [create a new Offer](/articles/sales/offers/create-an-offer).
3. Select the **Pricing** tab.
4. Navigate to the **Limit Offer** section.
5. Select the **Time limit** checkbox.
6. Choose an expiration **Date** and **Time** from the calendar dropdown.
7. Specify the action when the expiration date is reached:
   * **Expired Page**: Lead to the general expiration page with custom copy. (The general expiration page cannot be customized except for your custom copy that can be entered when this option is selected.)
   * **Landing Page**: Lead to a custom landing page. If you want to customize your expiration page, use a custom landing page.

<Note>
  **Note:** Quantity limits and expiration dates can be used together. If both are enabled, the Offer will close as soon as *either* limit is reached. For example, you might allow up to 15 registrations *or* automatically close the Offer after December 15th, whichever happens first.
</Note>

## Redirect expired Offers to a custom landing page

Once your Offer has expired, visitors will be redirected to a separate page when attempting to access the expired Offer.

When setting up your Offer Expiration date, you will also be prompted to choose between a general expiration page with custom copy and a custom Landing Page.

<Note>
  **Note:** If you would like to send visitors who are attempting to access an expired Offer to a custom landing page, you will need to [create and customize a Landing Page](/articles/website/pages/pages-explained) before setting your Expiration Date.
</Note>

1. In the **Limit Offer** card, click the dropdown menu labeled **When date is reached, go to**.
2. From inside the dropdown, you will have the option to choose between the **Expired Page** that Kajabi has provided or a custom **Landing Page**.
3. If selecting Landing Page, you will then be prompted to choose which landing page you would like your customers redirected to in the dropdown labeled **Select a Landing Page**.
4. Once you have made your selection, click **Save** in the top right corner of the page.

<div>
  <iframe />
</div>


# Add Offers to a Store
Source: https://help.kajabi.com/articles/sales/offers/how-to-add-offers-to-your-store

Add Offers to a store page to showcase available Products for purchase.

A **store** can be used to showcase the offers you have available for purchase.

<Note>
  **Note:** This guide refers to the Website Builder. [Learn to customize your website pages with the website builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).
</Note>

## Add Offers to a store page

With Kajabi, your standard website pages include a Store Page to house all the Offers you wish to sell:

1. Open the **Website** tab from your Dashboard.
2. Click **Website Pages**.

<img alt="Website pages" />

3. Select your **Store** page.

<img alt="Store page" />

4. Navigate to the Offer Storefront section you wish to add your Offer card to or [create a new section](/articles/website/pages/add-sections-to-your-pages).
5. Select an existing **Offer** card or click Add Content to create a new Offer card.
6. Select the Offer you'd like to add to your Store from the Offer dropdown menu in the left sidebar.
7. Click **Save** and start selling.

<div>
  <iframe />
</div>


# Build membership levels
Source: https://help.kajabi.com/articles/sales/offers/how-to-build-membership-levels

Create membership tiers where customers are granted additional content based on their subscription level.

A **membership** is a recurring subscription for a substantial amount of content either granted immediately or over time. Memberships can also have tiers or levels where a customer is being granted additional content.

<div>
  <iframe />
</div>

## Create membership products

First, create different Products for each Membership Level you would like to offer your customers.

[Learn to create Products](/articles/products/courses/courses-overview).

<img alt="Membership Products" />

## Create an Offer for each product

### Create Membership Levels as Offers

1. [Create an Offer](/articles/sales/offers/create-an-offer) for each membership level Product you have created.
2. Attach your Products to each respective membership offer. In this example, we created a Gold Membership product and attached it to the "Gold Membership" offer. Follow this model for all of your membership level offers.
3. [Showcase them on a landing page](/articles/website/pages/add-an-offer-to-a-page) or [add the membership level offers to your store page](/articles/sales/offers/how-to-add-offers-to-your-store).

<div>
  <iframe />
</div>

<Tip>
  **Tip:** If you enter your pricing information during the creation of your new Kajabi Product, your pricing information will automatically be used to create an Offer.
</Tip>

## FAQs

### **Can I build a recurring membership on Kajabi?**

Yes. Kajabi lets you create subscription-based memberships where members pay a recurring fee (weekly, monthly, or annually) to access your content. You can combine Courses, Communities, Downloads, and other content types into a full membership experience.

### **Can I create multiple membership tiers?**

Yes. You can build tiered memberships by creating separate content products for each level and connecting them to corresponding Offers. This lets you structure a basic tier, premium tier, or any combination that fits your business model.

### **What happens if a member cancels their subscription?**

You control this. You can configure Kajabi to revoke product access when a subscription is canceled or payment fails, ensuring only active paying members can view your content.

### **Can I limit how long a member has access to content?**

Yes. Kajabi's Offer settings allow you to restrict access to a specific number of days from the date of purchase. Useful for fixed-length programs or trial access.

### **Can new members access all content immediately, or is it released over time?**

Your choice. You can release all content at once when a member joins, or drip content over time on a set schedule — giving you full control over the pacing of your member experience.

### **Can I prevent new members from accessing older content from before they joined?**

Yes. Kajabi supports Monthly Enrolling Memberships where new members only access content from the point they joined forward, not past content. This is useful for date-based programs and rolling enrollments.

### **How do I attract and keep members engaged?**

Kajabi gives you tools for engagement including built-in email marketing, a community product, live events, challenges, and analytics to track what content is resonating. So you can keep your membership fresh and your churn rate low.

### **Can I offer a free trial before charging for membership?**

Yes. You can create trial access by using Kajabi's offer settings to provide free or discounted entry before a full subscription kicks in.

### **What's the difference between a Kajabi membership and a community?**

A membership is typically built around recurring access to content (courses, downloads, resources), while a Community is the social/discussion layer where members connect with each other and with you. Most successful memberships on Kajabi combine both.

### **Can I bundle multiple products into one membership offer?**

Yes. A single Kajabi Offer can bundle multiple Products together. For example, a course, a community, and downloadable resources are all accessible with one subscription.


# Connect additional Products to an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-connect-additional-products-to-your-offer

Add multiple Products to an Offer to create bundles.

During the creation of an Offer, you will be prompted to select a Product to attach to that Offer. You can add **multiple Products** to the same Offer or replace the Product already attached. Bundling products together in an offer is a great promotional tool to sell multiple products at once.

<div>
  <iframe />
</div>

## Bundle Products

### Add Products

1. Open the **Sales** tab from your Dashboard
2. Then, select **Pricing**
3. There, choose the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Scroll down to the **Products in this Offer** section
5. Click **Add Product** to include your desired Product
6. Click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

<Note>
  **Note:** If customers have already purchased the Offer before you add additional Product(s), choose to give access to your existing customers that have already purchased the Offer or only give access to new customers.
</Note>


# Create a free Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-free-offer

Provide free resources, content, and services to customers with a free Offer.

Create a **free Offer** to provide free resources, content, services, and more to your customers.

<div>
  <iframe />
</div>

## Edit the price: Free

1. Go to **Sales** > **Pricing** > **Offers**.
2. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
3. In the Offer Editor, click **Pricing**
4. Navigate to the Price Details card
5. Then, under **Payment type**, select **Free**
6. Be sure to click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Give access to your Product(s) and services for free by creating a free Offer or by [Granting an Offer](/articles/sales/offers/how-to-grant-an-offer). Free Offers and Granted Offers ultimately give access to your content for free, but free Offer purchases will go through the [Offer Checkout process](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer) whereas a Granted Offer will simply send the [Offer Confirmation Email and the Member Welcome Email](/articles/account-settings/notifications/edit-automated-email-notifications) if the customer is subscribed to receive your marketing emails. Be sure to set up the Offer that best fits your business.
</Tip>

## Customize the free Offer

If the Offer Pricing Option selected is Free, there are no additional fields to be edited. Instead, you have the option to override the default Price text.

If you wish to edit the text describing the Price for the Offer, enter a custom phrase to describe the price in the **Price text override** field:

<img alt="Free offer customization" />

After completing your Offer, edit and preview your Checkout Page. [Learn more](/articles/sales/checkout/customize-your-checkout-page)

<Note>
  **Note:**
  Free Offers cannot include an Upsell Offer. Add an Upsell to [Offers with a price](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer) to encourage your customers to purchase additional Offers. [Learn how Upsells work](/articles/sales/offers/upsells-overview)
</Note>


# Create a Ghost Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-ghost-offer

Sell resources and services not connected to a digital product on Kajabi by creating Ghost Offers.

On Kajabi, a **Ghost Offer** is an Offer without a Product attached.

It's ideal for businesses selling anything from coaching hours or paid consultations to physical classes or events. With Ghost Offers, you can accept payments for all of your services in a single, comprehensive platform.

<div>
  <iframe />
</div>

## Create a Ghost Offer

1. Open the **Sales** tab from your Dashboard.
2. Select **Pricing**.
3. Click **+ New Offer**.
4. Enter an Offer Title for your Ghost Offer.
5. Leave the Product field empty. Be sure your Offer is **not** connected to a Product.
6. Enter your Payment details and click **Save** (you can edit your price further within the Offer builder).

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Use [Automations](/articles/marketing/automations/automations-overview) to set up easy and clear steps for those who've purchased your Ghost Offer.
</Tip>

## Customize the Ghost Offer

Design your Ghost Offer to create a seamless purchasing experience for your customers by:

* Editing the Checkout Page to prevent the account creation page from appearing
* Sending your customers to a custom Thank You Page to avoid an empty Library page

### Edit the Checkout Page

A key step in creating a Ghost Offer is not sending your customers to the account creation screen naturally built into the checkout process:

<img alt="Account creation screen" />

Although Kajabi can help you sell both physical and digital services with Offers, the checkout process was originally designed for digital products that require login credentials.

To avoid the account creation screen, edit your Checkout Page to include the login fields in the checkout form:

<img alt="Checkout with login fields" />

[Learn to edit your Checkout Page](/articles/sales/checkout/customize-your-checkout-page).

This will allow your customers to enter their password directly from the Checkout Page and will prevent them from seeing the account creation page.

### Send customers to a custom Thank You page

Another necessary step in creating your Ghost Offer is changing the default Thank You page:

<img alt="Default library page" />

By default, your customers are redirected to their Library Page after purchasing an Offer. In this case, we want to avoid customers arriving at an empty Library page (because new customers purchasing a Ghost Offer will not have a digital product to access there).

[Learn to send your customers to a custom Thank You page](/articles/sales/offers/how-to-send-customers-to-a-landing-page-after-checkout) built with Kajabi Pages by editing the After Purchase settings for your Ghost Offer.

Curious about the typical checkout process? [Learn what happens when a customer purchases an Offer](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer).


# Create a one-time payment Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-one-time-payment-offer

Set up a one-time payment plan so customers can purchase an Offer with a single payment.

Create a **one-time payment** plan for customers to purchase your Offer with a single payment in order to gain access to your content, services, events, and more.

<div>
  <iframe />
</div>

## Edit the price: One-time payment

Create a one-time payment price for customers to purchase the Product(s) included with the Offer with a single purchase price (i.e., they don't have a recurring payment).

<Note>
  **Note:** Be sure to connect your site to Kajabi Payments or your Stripe or PayPal account to edit your Offer price.
</Note>

### To create a one-time payment price

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Then, navigate to **Offer Details** and click **Edit**
5. Scroll to the Price Details section
6. Click the **Payment Type** field
7. Select **One-Time Payment**
8. Customize your One-Time Payment Pricing
9. Be sure to click **Save** to keep and apply your changes

<div>
  <iframe />
</div>

## Customize the one-time payment Offer

With the one-time payment price, your customers will be charged immediately after checkout and will be given access to all Products attached to the Offer.

### Specify the one-time payment details

* **Price** - Must be \$0.50 USD or greater
* **Currency** - Select the currency for the Offer
* **Payment Method** - If you have [connected Kajabi Payments, Stripe and/or PayPal](/articles/sales/offers/how-to-turn-on-a-payment-provider-for-your-offers) to Kajabi, specify the payment processor available to purchase the Offer
* **Price text override** - Describe the price of the Offer (optional)

<img alt="One-time payment customization" />

After completing your Offer, edit and preview your Checkout Page. [Learn more](/articles/sales/checkout/customize-your-checkout-page)


# Create a pricing plan for an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer

Select and customize the pricing plan for an Offer to control how customers pay for Products.

Kajabi offers several **pricing plan** types — free, one-time, subscription, and payment plan — so you can match your Offer to your business model.

<div>
  <iframe />
</div>

<Note>
  **Note:** Be sure to connect your site to Kajabi Payments, or your Stripe or PayPal account to edit your Offer price.
</Note>

## Select the pricing preference

1. Open the **Sales** tab from your Dashboard
2. Then, click **Pricing**
3. Select the Offer you would like to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. In the Offer Editor, navigate to **Pricing**
5. Adjust the offer price in the **Price Details** section
6. Remember to **Save** your changes

<div>
  <iframe />
</div>

Want to create multiple payment options for a single Product? [Learn how to create different pricing options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout)

## Pricing options

Customize the Payment type for your Offer:

* [**Free**](/articles/sales/offers/how-to-create-a-free-offer)
* [**One-time Payment**](/articles/sales/offers/how-to-create-a-one-time-payment-offer)
* [**Payment Plans**](/articles/sales/offers/create-a-payment-plan-offer)
* [**Subscription**](/articles/sales/offers/how-to-create-a-subscription-offer)

Click into each option to learn more.

<Tip>
  **Tip:** Duplicate your Offer to provide different currency options for your customers. Read [How to Make Offers Available in Multiple Currencies](/articles/sales/offers/how-to-make-offers-available-in-multiple-currencies) for details.
</Tip>


# Create a subscription Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-subscription-offer

Set up a subscription Offer to collect payment on a recurring basis for content.

Create a **subscription Offer** to collect payment on a recurring basis (e.g., weekly, monthly, or yearly) in order for your customers to access your content.

<Note>
  **Note:** Be sure to connect your site to Kajabi Payments, Stripe, or PayPal to edit your Offer price.
</Note>

<div>
  <iframe />
</div>

## Edit the price: Subscription

Create a subscription Offer to collect payment for your Product(s) on a regular payment interval (weekly, monthly, or yearly).

### Edit the subscription price

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Then, select the **Pricing** tab
5. Navigate to the Price Details section
6. Click the **Payment Type** field
7. Select **Subscription**
8. Click **Save** to apply your changes

<div>
  <iframe />
</div>

## Customize the subscription Offer

The subscription Offer is commonly used for setting up memberships or subscriptions to charge customers on a pre-agreed, regular interval.

The first payment will be processed immediately after checkout.

<Note>
  **Note:** If a Setup fee is entered, the first payment will include the Setup fee. Refer to **Setup fee** below for more details.
</Note>

Customers will maintain Product access until their [payments are cancelled](/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations) or the [Offer is revoked manually](/articles/contacts/manage-your-contacts/revoke-product-access-from-a-customer).

### Customize the subscription plan

* **Payment amount** - Amount paid for each regular payment (i.e., not the Setup fee)
* **Currency** - Select the currency for the Offer
* **Bill the customer every** - Specify the payment interval (e.g., weekly, monthly, yearly)
* **Trial period days** (Optional) - Specify the length of the trial period (optional, leave blank for none. If left blank, your customer will be charged the Payment Amount for the subscription). [Learn to create a paid trial](/articles/sales/offers/how-to-set-up-a-paid-trial-in-kajabi)
* **Setup fee** (Optional) - If a Setup fee is entered, then the first payment charged immediately upon purchase will include the Setup fee. This can be used to create a paid trial period. However, if you choose to keep the trial period blank, your customer will be charged the Setup fee + Payment Amount for the first payment. Each following payment period will only charge the specified Payment amount. Optional field, leave blank for none.
* **Payment Method** - Specify the payment processors your customers can use to purchase the Offer: [Kajabi Payments](/articles/sales/kajabi-payments/how-to-set-up-and-manage-subscriptions-and-payment-plans-with-kajabi-payments) or [Stripe, and/or PayPal](/articles/sales/offers/how-to-turn-on-a-payment-provider-for-your-offers)
* **Price text override** (Optional) - Use a custom phrase to describe the price of the Offer


# Create a waitlist for an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-a-waitlist-for-your-offer

Set up a waitlist for an Offer when restricting access based on time or number of customers.

Whether you are restricting access to your course based on time or by the number of customers who can join, creating a **waitlist** is an excellent method for allowing those who are interested in your Offer to opt in and potentially purchase your Offer when it becomes available again.

<div>
  <iframe />
</div>

## What is my customers' experience if an Offer sells out?

If purchases of your Offer reach your set quantity limit, attempts to purchase your Offer after it has sold out will be redirected to your custom Landing Page:

<div>
  <iframe />
</div>

[Learn to view and manage Form submissions](/articles/marketing/forms/how-to-view-form-submissions).

## Create the waitlist form

First, create a Form on Kajabi to collect contact information from prospective customers who wish to join your Offer waitlist.

1. Open the **Marketing** tab from the Dashboard.
2. Select **Forms**.
3. Navigate to the top right corner of the page and click **+ New Form**.
4. Enter the **Title** for your Form.
5. Click **Save**.
6. Customize your Form as desired ([Learn more](/articles/marketing/forms/create-and-build-your-form)).

<div>
  <iframe />
</div>

## Build the waitlist landing page

After creating your Form, build and customize the Landing Page that will contain your Form and communicate to your page visitors that the Offer has already reached capacity.

[Learn to add a Form to your page](/articles/website/pages/how-to-add-a-form-to-your-page).

<img alt="Waitlist landing page" />

## Set up the limited quantity Offer

Now that you've prepared your Form and Landing Page, update your Offer to limit the quantity of purchases and redirect people to your waitlist Landing Page.

1. Open the **Sales** tab from your Dashboard.
2. Select the **Offer** you wish to limit or [create a new Offer](/articles/sales/offers/create-an-offer).
3. Click the **Pricing** tab.
4. Scroll down to the **Limit Offer** card.
5. Check the checkbox next to **Quantity limit**.
6. Input your desired **Quantity Limit**.
7. Select the page you wish to display when the quantity limit has been reached.
8. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>


# Create and manage Gift Offers
Source: https://help.kajabi.com/articles/sales/offers/how-to-create-and-manage-gift-offers

Enable Gift Offers for purchase with Kajabi so customers can gift products to others.

A **Gift Offer** allows offers to be purchased as a gift for others. Best of all, you do not need to create a new offer to sell a gift offer—any of your current offers can be converted with the flip of a button.

<img alt="Gift Offer" />

## Enable Gift Offers

1. Go to **Sales** > **Pricing** > **Offers**.
2. In Offers, either create a new offer or select the existing offer that you wish to use.
3. Once in the Offer page, select **Settings**.
4. Toggle on **Enable "Send as gift" at checkout**.
5. Click **Save** to save your changes.
6. Once the gift offer has been enabled, you can preview it. The chosen offer image and your site logo will be displayed.
7. The offer description and offer image are used in the gift acceptance page.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Gift offers can only be enabled for one-time offers with products attached.
</Note>

## Opt-in gift recipients

When sending a gift offer, consider providing recipients with the option to subscribe to your marketing emails, allowing them to stay informed about future updates and promotions.

### Enable gift offer opt-ins

1. From your Kajabi Dashboard, go to **Settings**.
2. In Settings, select **Checkout Settings**.
3. In Checkout Settings, toggle on **Enable gift recipients to opt-in**.
4. (Optional) Set a custom message.
5. **Save** your changes.

<div>
  <iframe />
</div>

## Gift Offer Automations

To complete your Gift Offer setup, you can configure automations to trigger specific actions when a gift offer is **purchased** or **redeemed**.

Both automations can be set up individually by following these steps for each one.

### Set up gift offer automations

1. From the **Kajabi Dashboard**, navigate to the **Marketing** tab and select **Automations**.
2. Click **+ New Automation** to begin creating a new automation.
3. Under the **When** category, select one of the following triggers:
   * An offer is purchased as a gift
   * Gift offer redeemed
4. Choose which **Offer** you want the automation attached to.
5. Under the **Then** category, choose the action you want to be triggered by the selected **When** condition.
6. (Optional) Add a **condition** if needed.
7. Click **Save** to finalize and activate the automation.

<div>
  <iframe />
</div>

Learn more about [automation triggers here](/articles/marketing/automations/understanding-automation-components).

## What will my customer see?

Upon checkout, your customer will select the "send as a gift option". This will open up a gift menu, where they will enter the email address to whom they wish to send the gift. They can also add a gift message if they would like, as well as schedule the gift delivery up to 6 months in advance.

They will then fill out the checkout form with their information and payment details, and then complete the purchase. Kajabi will take it from there!

<Note>
  **Note:**
  Access to the Offer is granted to the recipient on the delivery date.
</Note>

<div>
  <iframe />
</div>

<Note>
  **Note:**
  The gift offer will override any custom purchase confirmation you have set on the offer.
</Note>

## What will the gift recipient see?

Once the gift has been delivered to the recipient's inbox, they are automatically granted access to the Offer's Products, but they must still click into the email and redeem the gift. Once the gift has been redeemed, they will be prompted to create a login and password to start their membership with your site and access their gift:

<div>
  <iframe />
</div>

## Gift Offer Delivery Management

Gift Offer Delivery Management gives you more control over how and when gift offers are delivered to recipients.

With this feature, you can manage pending gift deliveries in the following ways:

* **Cancel a pending gift delivery when refunding a gift purchase**: This prevents the gift from being delivered after a refund has been processed.
* **Reschedule a pending gift delivery without issuing a refund**: This is helpful if a gift needs to be sent on a different date.
* **Cancel a pending gift delivery without issuing a refund**: Use this option if the gift should no longer be delivered, but the purchase should remain intact.

These options help reduce delivery issues and give you greater flexibility when managing gift offers.

### Manage Gift Offer Delivery

1. From the Kajabi Dashboard, click **Sales** > **Payments**.
2. From the Payments page, click the **Transactions** tab.
3. Find and select the gift offer **transaction**.
4. Within the gift offer transaction click the **pencil icon** next to delivery date.
5. Set a **new delivery date** or **cancel** the delivery.
6. On the gift offer transaction page, if you wish to refund the transaction, click the **refund button** in the top right corner.
7. Choose to cancel the transaction from the refund modal if you wish.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Only gift deliveries that are still pending can be canceled or rescheduled. Once a gift has been delivered, it cannot be modified.
</Note>

## FAQs

### Which offer type can I use for Gift Offers?

Only a one-time purchase offer may be used for a gift offer.

### Can I use a ghost offer as a gift offer?

No, to use a gift offer, the offer must have a product attached.

### Can I use an Upsell or downsell step with my gift offer?

Upsells and downsell steps are disabled when a gift offer is enabled.

### How far in advance can I send a gift?

A gift offer can be scheduled up to 6 months in advance. They will be delivered around 9 am PST on the scheduled day.

### When is the recipient granted access to the gift offer?

The recipient gets access to the Offer's Products on the delivery date. If the Offer has a fixed effective start date, that date will take precedent over the delivery date.


# Customize checkout fields
Source: https://help.kajabi.com/articles/sales/offers/how-to-customize-your-checkout-fields

Customize the checkout form to collect important information from customers such as name, address, phone number, tax ID, or a password.

Kajabi checkout pages automatically collect the information required to complete a purchase, including payment and contact details. You can customize additional **checkout fields** to collect more information from your customers for fulfillment, communication, or account access.

All checkout fields are managed directly from the Offer's Settings tab and apply across your Offer's checkout experiences, including popup and standard checkout pages.

<Note>
  **Note:** Cart checkout pages have their own field settings that are managed separately.
</Note>

## Edit checkout fields

To customize which fields are collected at checkout:

1. Open the **Sales** tab from your Kajabi Dashboard.
2. Click **Pricing**.
3. Edit an existing Offer or create a new one.
4. Select the **Settings** tab.
5. In the **Customize your checkout** section, locate **Checkout fields**.
6. Check or uncheck the fields you want to collect:
   * Name
   * Phone number
   * Address
   * Tax ID
7. Click **Save** to apply your changes.

<img alt="Checkout fields" />

<Tip>
  **Tip:** Any information collected from these fields will appear in the **Contacts** tab of your Kajabi dashboard, and Address is beneficial in order to utilize the [Payments by Country and State report](/articles/analytics/report-payments-by-country-and-state).
</Tip>

## Set default country for the address field

When collecting addresses at checkout, you can control how the **Country** field defaults.

Under **Checkout fields**, choose one of the following options:

* **Use customer's geolocation:** Automatically detects and pre-fills the customer's country based on their IP address.
* **Set default country at checkout:** Select a specific country to appear by default, regardless of location.

<img alt="Default country" />

<Note>
  **Note:** Default country settings apply automatically to Popup Checkout, Enhanced Checkout, and Legacy Checkout pages. Invoice checkout forms are not yet supported.
</Note>

## Customer account settings

Manage how customers interact with their Kajabi account after checkout. These settings control whether customers must agree to your Terms and Conditions and whether new customers are prompted to create a password.

To access these settings:

1. Open the **Sales** tab from your Kajabi Dashboard.
2. Click **Pricing**.
3. Edit an existing Offer or create a new one.
4. Select the **Settings** tab.

### Service agreement

Choose whether customers must consent to your Terms and Conditions before completing their purchase.

Options include:

* **Not required**
* **Required**
* **Custom service agreement**

Custom service agreements act as Required, in which a customer must accept in order to purchase.

### Require new customers to create password at checkout

You can require new customers to create a password during checkout so that their account is created immediately after purchase.

When this setting is enabled:

* If the customer enters an email that **is not linked to an existing account**, two password fields appear:
  * Create Password
  * Confirm Password
* If the customer enters an email that **belongs to an existing account**, the password fields do not appear and checkout continues directly to payment.

<img alt="Password fields" />

<Note>
  **Note:** To configure password collection in a Legacy checkout template, go to **Edit Checkout > Additional Settings**.
</Note>

## Tax ID field

If your business requires it, you can collect a customer's tax identification number during checkout.

To enable this field:

1. Open your Offer and select the **Settings** tab.
2. In **Checkout fields**, check **Tax ID**.
3. Click **Save**.

Customers will be prompted to enter their tax identification number on the checkout page, and the information will appear in their contact record once the purchase is complete.

## FAQs

### Why is the password setting disabled in my Offer Settings?

The Require new customers to create password at checkout option is only available for Enhanced Checkout templates. To configure password collection in a Legacy checkout template, go to Edit Checkout > Additional Settings.

### Are invoice checkouts supported for these settings?

Not yet. Address and country settings do not currently apply to invoice checkout forms.

### Where can I edit the Checkout Fields for Cart?

To edit your Cart fields, go to Sales > Cart > Scroll down to Customer fields.

### Where can I view the extra customer details collected at checkout?

All additional information collected from checkout fields will be stored to the contact's profile in your Contact's tab. These fields will also be included in your Contact Export.

### What happens to a new customer if I don't collect password at checkout?

If you don't include the Password fields at checkout, your new customers will [create their login](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer) on the account creation page. If the Skip account creation page setting is enabled in your Offer's Post-purchase settings, your customers will receive the Member Welcome Email if specified.


# Customize setup fee text
Source: https://help.kajabi.com/articles/sales/offers/how-to-customize-your-setup-fee-text

Customize the language and text displayed for a setup fee on an Offer.

Customize the language and text displayed if you've created a **setup fee** for your Offer.

<div>
  <iframe />
</div>

## Setup fee

The Setup fee is an optional setting available when creating a [recurring subscription payment Offer](/articles/sales/offers/how-to-create-a-subscription-offer) that allows you to set a different starting price for your Offer.

### Setup fee details

If a Setup fee is entered, the first payment charged immediately upon purchase will include the Setup fee.

This is a great tool for creating paid trials. [Learn more](/articles/sales/offers/how-to-set-up-a-paid-trial-in-kajabi)

If a trial period is set alongside a setup fee, the setup fee will be the first amount charged, separate from the regular payment amount.

After the end of the trial period, each following payment period will only charge the specified Payment amount.

If you choose to keep the trial period blank, your customer will be charged the Setup fee + Payment Amount for the first payment.

### Why customize setup fee text?

By default, the setup fee will display "setup fee" as the descriptor. Customize the setup fee text to better fit your brand and Offer pricing.

For example, with the setup fee text you can specify the purpose of the fee, such as:

* "Enrollment fee"
* "Registration fee"
* "Trial fee"
* "Matriculation fee"

This will give customers more transparency and clarity around pricing and allow you to customize Offer pricing with the language and branding that best fits your business and audience.

## Customize setup fee text

First create a setup fee for a [Recurring Payment Offer](/articles/sales/offers/how-to-create-a-subscription-offer), then customize the setup fee text.

1. Open the **Sales** tab from the Dashboard.
2. Click **Pricing**.
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer).
4. Select the **Pricing** tab.
5. Navigate to the Price Details section.
6. Click the **Payment Type** field.
7. Select **Subscription** as the Payment Type.
8. Navigate to the **Setup fee** field.
9. Enter your desired Setup fee.
10. Enter your setup fee text in the **Setup fee text override** field.
11. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>


# Delete an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-delete-an-offer

Remove or delete an Offer when it is no longer needed.

Remove or **delete an Offer** when you no longer need it.

<div>
  <iframe />
</div>

## Delete an Offer

<Warning>
  **Important:** Deleting an Offer in use may cause problems in the future. Instead, if you wish to remove an Offer in use, we recommend [Drafting your Offer](/articles/sales/offers/how-to-publish-or-unpublish-an-offer). Additionally, deleting a Recurring Subscription Offer will not cancel your customer's Subscription. Please refer to [How to Cancel your Customer's Subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription) if you wish to cancel a Subscription.
</Warning>

1. Open the **Sales** tab
2. Select the **Offer** you wish to permanently remove
3. Click **`…`** in the top right corner of the Offer Editor
4. In the drop-down menu, select **Delete** and then confirm that you would like to **Delete Offer**

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Before deleting your Offer, revoke access to the Offer with [Bulk Actions](/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab) to avoid manually revoking access for each customer with the Offer. Deleting the Offer before using the Bulk Action to revoke access will remove the Offer from your Bulk Actions menu and you will be unable to use Bulk Actions to revoke access to all customers with the Offer.
</Tip>


# Duplicate an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-duplicate-an-offer

Duplicate Offers to provide multiple purchasing options and build unique sales pages

**Duplicate an Offer** to create pricing tiers, give more pricing options, or create payment plans, bonus Offers, duplicate Offers with different currencies, and more.

## Why duplicate an Offer?

Duplicating an Offer can provide customers with multiple options for purchasing, from creating multiple pricing tiers with different Product packages to building unique sales pages specific to your business.

Here are a few examples of how you can use duplicated Offers:

* Create "Choose what you pay" or "Donate" sales pages
* [Provide different currency options](/articles/sales/offers/how-to-make-offers-available-in-multiple-currencies)
* [Give your customers different pricing options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout)

And more. Customize the duplicated Offer and give customers more options for purchase.

<Tip>
  **Tip:** Create a seamless purchasing experience for your customers by creating a Sales Page with multiple buttons leading to your duplicated Offers. This is a great way to provide multiple currency options or payment plans to your customers. Check out [How to Create Different Pricing Options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout) for an example.
</Tip>

## Duplicate an Offer

1. Open the **Sales** tab from your Dashboard
2. Then, click **Pricing**
3. Locate the Offer you want to duplicate and click the `…` icon
4. Select **Duplicate**

<img alt="Duplicate Offer1 1" />

The duplicated Offer will be created with the same name as the original, but with a number next to it based on what number duplicate it is.

5. After duplicating, click the **Offer title** to edit its details, Products, and other settings
6. Be sure to click **Save** to keep your changes

<Note>
  **Note:** If the original Offer is attached to a [coupon](/articles/sales/coupons/how-to-create-a-coupon), your duplicated Offer will also be connected to the coupon.
</Note>

## Duplicate an Offer with Automations

Add one of many different types of Automations to Offers so that the selected Automation action is performed immediately after an Offer is purchased.

Read more about [Kajabi Automations](/articles/marketing/automations/automations-overview).

After creating an Offer with Automations, you can duplicate it.

### Add an Automation to an Offer

1. From your Kajabi Dashboard, select the **Sales** tab
2. Under **Pricing**, select the Offer you wish to edit
3. Click the **Purchase flow** tab
4. Scroll down to the **Automations** section
5. Click **+Add Automation**
6. Using the **Then** drop-down menu, select the Automation action to be performed when the  offer is purchased
7. If your Kajabi plan includes [Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations), you may choose to **Add Conditions** to the Automation
8. Click **Save** to complete the Offer Automation setup process

### Duplicate an Offer and its Automations

1. Open the **Sales** tab from your Dashboard
2. Then, click **Pricing**
3. Locate the Offer you want to clone and click the `…` icon
4. Select **Duplicate**
5. Click the **Copy Automations** checkbox
6. Press **Duplicate** to Duplicate the Offer and its Automations

<div>
  <iframe />
</div>


# Export purchase reports for individual Offers
Source: https://help.kajabi.com/articles/sales/offers/how-to-export-purchase-reports-for-individual-offers

View and export detailed payment information about every purchase made for individual Offers.

Export your **Offer Purchase report** to view every purchase made for an individual Offer.

<img alt="Offer purchase report" />

View the purchase information for an individual Offer to gain insight into the purchasing behavior for specific Offers.

Within your exported offer purchase report you can:

* View the date and time purchases are made
* View the [Upsells and Offer Bumps](/articles/sales/offers/what-is-the-difference-between-an-upsell-and-order-bump) successfully encouraging customers to purchase the Offer
* Investigate potential causes for deactivation based on the deactivation date
* If your Offer Checkout requires the completion of additional fields (e.g., address and phone number), gain insight into the common locations your Offer services

## Export the Offer purchase report

Easily export your Offer purchase report from your Offers page or the Offer editor.

### Export from the Offers page

1. Open the **Sales** tab from your Dashboard.
2. Locate the Offer you wish to export.
3. Open the **More Actions** menu (i.e., `…` icon).
4. Select your desired date range.
5. Click **Export** to begin exporting.

<div>
  <iframe />
</div>

After exporting, download your exported CSV file from the email address associated with your Kajabi Account.

Your exported report will arrive from Kajabi Support with the subject line: **Offer purchases export process completed for \[Offer title]**:

<img alt="Export email" />

### Export from the Offer editor

1. Open the **Pricing** tab from your Dashboard.
2. Select the Offer you wish to export.
3. Navigate to the **More Actions** menu (i.e., `…` icon).
4. Click **Export** to begin exporting.

<div>
  <iframe />
</div>

After exporting, download your exported CSV file from the email address associated with your Kajabi Account.

Your exported report will arrive from Kajabi Support with the subject line: **Offer purchases export process completed for \[Offer title]**:

<img alt="Export email" />

<Note>
  **Note:** Exporting this report will notify the owner of the Kajabi account if the owner has selected to receive notifications data is exported from their account. [Learn to update email notification settings](/articles/account-settings/notifications/update-email-notifications).
</Note>


# Give access to a Product on a specific date
Source: https://help.kajabi.com/articles/sales/offers/how-to-give-access-to-your-product-on-a-specific-date

Configure an Offer to give access to Products on a specific date for launches and preselling.

Allowing members to have access to your content on a specific date is great for launches and preselling. Configure your Offer to give **Product access** on a specific date.

<div>
  <iframe />
</div>

## Product access

The Product access settings available in your Offer editor allow you to set up carefully crafted Offer experiences.

Use this tool to build urgency and engagement around your Offers, design exclusive Memberships only available during a specific time period, or simply set up a specified start date and end date for Members that purchase your Offer.

Keep in mind, changing the Product access date will impact future purchases only. If you choose to change the Product access date, Members that have purchased the Offer prior to your update will not be affected by the change.

## Set up the begin access date

With the "Begin access at a specific date" setting, customize your Product Access to allow access to the Product(s) included with your Offer on a specific date.

This is a great way to create a unified Product experience so that all Member(s) purchasing your Offer begin on the same date.

<Note>
  **Note:** Begin access at a specific date does not apply to the Community Product. If your Offer includes a Community Product, the Member will gain access to the Community upon purchase.
</Note>

### Begin access to Product(s) on a specific date

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Select the Offer you want to edit or [create a new one](/articles/sales/offers/create-an-offer).
4. Scroll to the **Product Access** Panel.
5. Select the **Begin access at a specific date** option and choose a specific date on the calendar.
6. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

<Note>
  **Note:** Your customers are charged immediately upon purchase. Offer members will have access to published content on the date specified, and dripped categories will be available on each following day. If members Purchase an Offer after the Product Access date, they will have immediate access to all content released from the start of the Access Date to their purchase date.
</Note>

## Restrict access date

To restrict Product access to a specific amount of days click the checkbox for **Restrict access to a specific amount of days** in the Product Access Panel. [Learn more](/articles/sales/offers/how-to-restrict-product-access-to-a-specific-amount-of-days)

Member(s) will have access to the Product until your specified number of days from the Member [start date](/articles/contacts/manage-your-contacts/how-to-change-a-customers-start-date).

Consequently, this may affect [dripped](/articles/products/courses/schedule-and-drip-content-in-courses) content. Be sure to configure your restrict access settings to give appropriate time for your Member(s) to access any dripped content in your Product(s).

### Can I enable both settings in Product Access?

Yes, configuring both the **Begin access setting** and **Restrict access setting** will give Product access to your Member(s) for your specified number of days starting from the Begin access date.

For example, if you choose to begin access on April 1st and restrict access to 14 days your Member(s) will have access to the Product(s) from April 1st to April 15th.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Allow access to all Members during a certain time period as a promotion (e.g., January - March) by configuring both the Begin access setting and the Restrict access setting.
</Tip>


# Grant access to a Product for a company with multiple logins
Source: https://help.kajabi.com/articles/sales/offers/how-to-grant-access-to-a-product-for-a-company-with-multiple-logins

Create and grant access to Offers for multiple users that belong to the same company.

Grant access to one or more **Offers** for multiple users that belong to the same company by creating an Offer, importing a **CSV file** of contacts, and granting the Offer to all contacts on the imported list.

## Create an Offer or duplicate an existing Offer

Learn how to [create a new Offer](/articles/sales/offers/create-an-offer) or [duplicate an existing one](/articles/sales/offers/how-to-duplicate-an-offer).

## Import CSV file

Once you have created the Offer, ask the company for a CSV file that contains  the **Names** and **Email Addresses** of the people who will be granted access to the course, and any **Tags** or **Notes**.

<img alt="Import CSV" title="Import CSV" />

### Import CSV File

1. Open the **Contacts** tab from the Dashboard.
2. Click **+Add contacts**, then **Import CSV**
3. Select your preferred importing method, **Upload file** or **Copy/paste from file**.
4. Click **Continue to Import Actions**
5. Follow the on-screen instructions to properly **Map columns.**

## Grant the company list the Offer

After importing the CSV file, proceed to grant them the Offer.

1. Click **Continue to Import Actions**.
2. Select how you otherwise want to import your contacts, including **Subscribe to marketing emails**, **Subscribe to newsletters**, or **Add tags**.
3. Then, select **Grant offers**.
4. Select the newly created **Offer** and/or any other Offers as desired from the dropdown.
5. Select any additional actions.
6. Click **Continue to Summary**.
7. Confirm the **Import Summary** and click **Confirm Import**.

<Note>
  **Note:** If any of the contacts included with the company list are existing site customers, they will receive the Offer Grant Confirmation email sent by your site.\
  \
  All customers imported onto your site with a granted Offer will receive the Offer Grant Confirmation email (if they are subscribed to receive your marketing emails) along with the Member Welcome Email.
</Note>

<Check>
  **Check:** The **Offer Grant Email** is categorized as a bulk email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive it.

  If you need additional assistance sending this to your customers, reach out to our support team.
</Check>

[Learn to edit auto-generated email templates](/articles/account-settings/notifications/edit-automated-email-notifications).


# Grant an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-grant-an-offer

Grant an Offer to give free access to a course as a lead magnet, preview, or additional access.

<div>
  <iframe />
</div>

**Granting an Offer** on Kajabi is a great way to give away your course for free as a lead magnet, as a preview, or give additional access to existing customers. An Offer can be granted to a user manually or through automations, bypassing the need for payment.

## Grant an Offer

Give free access to the Product(s) and services included with an Offer by granting Offers on Kajabi.

Granting an Offer will send the Offer Confirmation Email. If the customer is new, they will receive the Member Welcome Email containing their login information.

[Learn to edit your auto-generated email template(s)](/articles/account-settings/notifications/edit-automated-email-notifications).

Granting an Offer is similar to creating a Free Offer, but with the granting of an Offer, you have the flexibility to sell a paid Offer and the power to give others free access by granting the Offer.

Although Granted Offers and Free Offers ultimately give access to your content for free, Free Offer purchases will go through the [Offer Checkout process](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer), and a Granted Offer will not require the customer to go through the Offer Checkout process.

<Note>
  **Note:** If you have customized [product access](/articles/sales/offers/how-to-give-access-to-your-product-on-a-specific-date) for the Product connected to your Offer, granting the Offer will not impact the access date. However, it is important to remember that if you grant an Offer after your specified access date, the customer granted the Offer will have immediate access to the Product.
</Note>

## Grant an Offer to an individual contact

1. Open the **Contacts** tab from your Dashboard
2. Click **All Contacts**
3. Search and select your contact

<img alt="Select contact" />

4. Click **Grant Offer**

<img alt="Grant Offer button" />

5. Select the **Offer** you wish to grant
6. Click **Grant Offer**

<img alt="Grant Offer dialog" />

Read [How to Manually Add a New Customer to Your Site](/articles/contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site) to simultaneously add your customer to your Contacts tab and grant them an Offer.

If you grant an Offer to an existing customer, they will receive the Offer Grant Confirmation email if they are subscribed to receive your marketing emails.

New customers imported onto your site with a granted Offer will receive the Offer Grant Confirmation email (if they are subscribed to receive your marketing emails) along with the Member Welcome Email.

[Learn to edit the auto-generated email templates](/articles/account-settings/notifications/edit-automated-email-notifications).

### What do I do if my customers don't receive my Offer Grant Email?

Your Offer Grant Email is categorized as a transactional email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email.

If you need additional assistance sending your Offer Grant Email to your customers, reach out to our support team.

<Tip>
  **Tip:** Use bulk actions to grant an offer to multiple contacts from your Contacts tab. [Learn more](/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab)
</Tip>

## Grant an Offer to multiple contacts

Looking to grant an Offer to multiple contacts?

Give access to the Product(s) included with your Offer to multiple contacts with [bulk actions](/articles/contacts/manage-your-contacts/perform-bulk-actions-in-the-contacts-tab):

1. Open the **Contacts** tab from your Dashboard
2. Then, select **All Contacts**
3. Search and select your desired contacts from your list or segment and filter your desired contacts

<img alt="Select multiple contacts" />

4. Open the **Bulk Actions** menu
5. Click **Grant Offer**

<img alt="Bulk Actions menu" />

6. Select the **Offer** you wish to grant
7. Click **Submit** to apply the bulk action

<img alt="Bulk grant dialog" />

Granting an Offer to existing customers will automatically send the Offer Grant Confirmation email if they are subscribed to receive your marketing emails.

Whereas new customers imported onto your site with a granted Offer will receive the Offer Grant Confirmation email and the Member Welcome Email.

[Learn to edit your auto-generated email templates](/articles/account-settings/notifications/edit-automated-email-notifications).

### What do I do if my customers don't receive my Offer Grant Email?

Your Offer Grant Email is categorized as a transactional email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email.

If you need additional assistance sending your Offer Grant Email to your customers, reach out to our support team.


# Manage Offer Notifications
Source: https://help.kajabi.com/articles/sales/offers/how-to-include-additional-settings-for-your-offer

Configure notification settings for an Offer, including third-party email integrations, purchase alerts, and cart abandonment emails.

## Edit notification settings for an Offer

1. Open the **Sales** tab from the Dashboard.
2. Click **Pricing**.
3. Edit an existing Offer or [create a new one](/articles/sales/offers/create-an-offer).
4. Open the **Settings** tab from your Offer Editor.
5. Under the **Notifications** section, toggle on the desired notification options.
6. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Only customers who purchase an Offer will trigger these notifications. They are not triggered when someone is [granted an Offer](/articles/sales/offers/how-to-grant-an-offer).
</Tip>

Looking to send your customers a confirmation after purchase? [Learn more](/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer#step-3-automatic-after-purchase-email).

## Notification settings

### Send customers to third-party email provider

This setting allows you to integrate the Offer with a third-party email provider. This way you can send the customer's information to one of your integrated services.

<Note>
  **Note:** If the [Offer is granted](/articles/sales/offers/how-to-grant-an-offer) instead of purchased, the customer's information will not be sent to your third-party email provider.
</Note>

### Get notified when a purchase has been made

Enable this setting to be notified via email when someone purchases the Offer. Add multiple emails by hitting the tab/enter key after each email.

### Send cart abandonment emails

Send customers an email reminder to complete their order after a set amount of time. [Learn more](/articles/sales/checkout/how-to-send-an-email-after-a-customer-abandons-cart)

<Tip>
  **Tip:** Use [Automations](/articles/marketing/automations/automations-overview) to set up multiple different after purchase actions like adding a tag, registering to an event, etc.
</Tip>


# Prevent multiple free trial subscriptions
Source: https://help.kajabi.com/articles/sales/offers/how-to-keep-people-from-trialing-more-than-once

Stop people from subscribing to free trial Offers more than once using Offer Automations.

Use **Offer Automations** to prevent people from subscribing to your **free trial** offers more than once.

This feature is only available with [Advanced Automations](/articles/marketing/automations/basic-vs-advanced-automations). You must have a Growth or Pro Plan to use Advanced Automations. Learn more about each Kajabi Plan at [kajabi.com/pricing](https://kajabi.com/pricing).

## Create a tag

Create an Automation that adds a tag for people who purchase your Offer:

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Select the **Offer** you wish to edit.
4. Scroll down to Automations and click **+ Add Automation**.
5. Under WHEN, select **Offer is purchased**.
6. Under THEN, select **Add a Tag**.
7. Type the tag that you wish to use *(example: Received Trial for Offer XYZ)*.
8. Click **Save**.

<div>
  <iframe />
</div>

## Create an automation to deactivate the Offer

Create an Automation to deactivate someone from your Offer if they have previously purchased the Offer:

1. Under Automations, click **+ Add Automation**.
2. Under WHEN, select **Offer is purchased**.
3. Under THEN, select **Deactivate from Offer**.
4. Select the same **Offer** that you are working on.
5. Click **Add Condition**.
6. Select the filter **Has any of these tag(s)**.
7. Find and select the tag you created *(example: Received Trial for Offer XYZ)*.
8. Click **Apply**.
9. Click **Save**.

<div>
  <iframe />
</div>

## Optional: Create a notification email

This is not a required step, but can be used to communicate to the customer that they have previously received a free trial:

1. Under Automations, click **+ Add Automation**.
2. Under WHEN, select **Offer is purchased**.
3. Under THEN, select **Send an email**.
4. Select **To the person**.
5. Edit the Subject and Body of your email.
6. Click **Add Condition**.
7. Select the filter **Has any of these tag(s)**.
8. Find and select the tag you created *(example: Received Trial for Offer XYZ)*.
9. Click **Apply**.
10. Click **Save**.

<div>
  <iframe />
</div>

If someone attempts to begin a new trial using the same email address, they will receive an email notifying them as to why they cannot access their free trial.


# Make Offers available in multiple currencies
Source: https://help.kajabi.com/articles/sales/offers/how-to-make-offers-available-in-multiple-currencies

Set up multiple Offers with different currencies to allow customers to purchase with their local currency.

Digital Products can be available worldwide. With **Offers** on Kajabi, set up multiple Offers with different currencies to allow your customers to purchase with their local currency.

<div>
  <iframe />
</div>

## Create Offers available in multiple currencies

To provide your customers with multiple currency options, you will need to create multiple Offers with different currencies.

First, create the Offer you wish to sell, then duplicate it and modify your duplicated Offers with varying currencies.

After creating your multiple Offers, share your Offers individually or in a single sales page.

### Duplicate the Offer

1. Open the **Sales** tab from your Dashboard.
2. Select **Pricing**.
3. To the right of the Offer you would like to create an additional currency for, click `…`.
4. Select **Duplicate**.
5. A popup modal will appear. Click **Duplicate** again to confirm.

<div>
  <iframe />
</div>

Does your offer have automations added to it that you would also like to duplicate? [Learn how to duplicate the offer and its automations](/articles/sales/offers/how-to-duplicate-an-offer).

### Modify the currency in a duplicated Offer

1. Click the title of your duplicated Offer to edit.
2. In your Offer editor, select **Pricing** from the top menu.
3. Navigate to the **Price Details** section.
4. Reset the **Payment type** field to open the Currency field for editing.
5. Select your desired currency from the **Currency dropdown**.
6. Adjust your **Price** as desired.
7. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Create a seamless purchasing experience for your customers by creating a Sales Page with multiple buttons leading to your duplicated Offers. This is a great way to provide multiple currency options to your customers from one Sales Page. Check out [How to Create Different Pricing Options](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout) for an example.
</Tip>


# Price a digital product or bundle
Source: https://help.kajabi.com/articles/sales/offers/how-to-price-your-digital-product-or-bundle-a-step-by-step-guide

Effectively price digital products using benchmarks based on 15 years in the creator economy.

Pricing **digital products** and bundles can feel daunting. These pricing benchmarks are based on 15 years in the creator economy.

Here's how to price digital products effectively in 6 simple steps.

## Understand the market

Start by researching similar digital products in your niche. Identify:

* Common price points
* Pricing strategies (one-time fee, subscriptions, payment plans, bundles etc.)
* Value propositions offered

Understanding your market provides benchmarks and helps position your products effectively.

## Package products

How you present your digital products has a big impact on how your audience perceives their value. Packaging helps you meet customers where they are, whether they are just getting started or ready to go all in.

* **Individual Products:** Offer your products separately to give customers flexibility and a lower entry point. This works well for specific, focused content like standalone courses or downloads. You can also use a [cart-style checkout](/articles/sales/checkout/kajabi-cart-overview) to let customers browse and purchase multiple individual products in one transaction.
* **Bundles:** Create thoughtfully grouped product bundles that offer a complete experience or solve a bigger problem. These curated offers will increase perceived value and can encourage customers to spend more. For example, pairing a course with coaching and a community can create a more immersive and supportive learning journey and increase the value of your overall offering.

Consider your customer journey and package your products in a way that encourages them to deepen their commitment over time.

## Calculate costs

Ensure you're covering your costs and earning a profit. Consider:

* Time spent creating, managing, and updating your products
* Marketing expenses
* Delivery expenses
* Additional resources provided (downloads, community access, personalized support)

Factor these costs into your pricing strategy to ensure profitability and the long-term sustainability of your business.

## Choose a pricing strategy

Consider various pricing approaches:

* **One-Time:** Customers pay a single upfront fee for permanent access to your digital product
  * Try Kajabi's [buy now pay later options](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments) (AfterPay & Klarna) to offer your customers the flexibility of a payment plan while you get all of the money right up front
* **Subscription:** Customers pay regularly (annually, monthly (*most common*), or weekly) for ongoing access (consistent recurring revenue)
* **Payment Plan:** Customers can split the total cost of your product into manageable installments, lowering the financial barrier

Evaluate which strategy aligns best with your audience and digital products.

## Choose a price

Consider the product's value proposition, audience, and selected pricing strategies and evaluate a price.

Creators have earned over \$9 billion selling digital products on Kajabi. Here's how top-performing creators priced their digital products and bundles:

<img alt="Pricing benchmarks 1" />

<img alt="Pricing benchmarks 2" />

<img alt="Pricing benchmarks 3" />

<img alt="Pricing benchmarks 4" />

<img alt="Pricing benchmarks 5" />

<img alt="Pricing benchmarks 6" />

*Charts show price ranges from the 25th to 75th percentile over the last three years.*

## Test and iterate

Pricing isn't a one-time decision:

* Start with an introductory or beta price:
  * Try [Pay What You Want](/articles/sales/offers/pay-what-you-want-offers) and set a minimum price to see if your customers are willing to pay more
  * Try [Pop-Up Checkout](/articles/sales/checkout/popup-checkout) to offer multiple prices, pricing strategies (e.g., one-time, subscriptions & payment plans), and bundles on the same page
* Adjust pricing based on data and response rates

Continuous testing ensures your pricing remains competitive and attractive.

## Final thoughts

Effective pricing balances perceived value, market standards, and profitability. With thoughtful research, strategic positioning, and a willingness to adapt, you can confidently set prices that reflect your digital products' true worth—and maximize your earning potential on Kajabi.


# Publish or unpublish an Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-publish-or-unpublish-an-offer

Switch an Offer between Published and Draft status to control its availability.

An **Offer** can easily be switched from Published to Draft without having to delete it. Publishing an Offer does not automatically add it to your site. However, once your Offer is published it can be added to your site or shared by its link.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** After creation, an Offer is automatically set to Publish.
</Tip>

## Change Offer visibility

Publishing and unpublishing Offers is a great way to make your Offers available for a limited time, or change Offer settings that need adjustment.

1. Open the **Sales** tab from your Dashboard
2. Then, select **Pricing**
3. Locate the Offer you wish to publish or unpublish
4. Navigate to the Offer Status column
5. Select **Published** or **Draft**
6. Your Offers will then be categorized into the **Published** or **Draft** tabs on your Offers List page

<div>
  <iframe />
</div>

<Note>
  **Note:** Unpublishing an Offer will NOT prevent users who have already purchased the Offer from accessing their content. If the Offer is a recurring payment, the payment subscription will continue until canceled. [Learn to cancel your customer's subscription](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription)
</Note>


# Restrict Product access to a specific number of days
Source: https://help.kajabi.com/articles/sales/offers/how-to-restrict-product-access-to-a-specific-amount-of-days

Automatically revoke access to the Products in an Offer after a specified number of days.

**Product Access** settings allow you to control when and how long a member can access a Product. These settings are great if you want to resell a course, create paid trials, host intermittent courses, and more to provide limited-time access to an Offer.

<div>
  <iframe />
</div>

## Restrict Product access after a specified number of days

Member(s) will have access to the Product until your specified number of days from the Member [start date](/articles/contacts/manage-your-contacts/how-to-change-a-customers-start-date).

This allows you to restrict the number of days your Member(s) have access to your Product from the date they start.

This is a great tool for creating Product(s) that expire after a specified number of days.

Consequently, this can impact [dripped](/articles/products/courses/schedule-and-drip-content-in-courses) content.

If your Product(s) included with the Offer contain dripped content, your Members will have access to the dripped content based on their start date.

It is important to keep this in mind when setting your restrict access number of days to ensure that your Member(s) have the adequate amount of time to access any dripped content.

<Note>
  **Note:** This setting will only revoke access to the Products included with the Offer. We recommend setting up the [Offer's pricing option](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer#h_6f3f4a6e-7770-4ba8-ba1c-f16cddcb552b) accordingly as it will not cancel a subscription on the specified date. It is best to avoid recurring subscription type Offers if you wish to use this setting.
</Note>

## Restrict access

1. Open the **Sales** tab from the Dashboard.
2. Click **Pricing**.
3. Select the Offer you wish to remove access to after a specified number of days.
4. In the Offer Editor, locate the **Product Access** panel.
5. Check the checkbox for **Restrict access to a specific amount of days**.
6. In the Days field, enter the number of days a Member can access the Products included with the Offer.
7. Click **Save** to apply and keep your changes.

<div>
  <iframe />
</div>

After the Product Access period has expired, the Product will be removed from the Member's library and they will not be able to access the Product.

<Note>
  **Note:** Looking to learn more about the other Product Access option? [Learn about beginning access at a specific date](/articles/sales/offers/how-to-give-access-to-your-product-on-a-specific-date)
</Note>


# Sell an ebook
Source: https://help.kajabi.com/articles/sales/offers/how-to-sell-an-ebook

Sell and automatically deliver an ebook in Kajabi by creating a Ghost Offer and an Automation.

An **ebook** is a popular digital product you can sell on Kajabi without building a full Course. By pairing a Ghost Offer with an Automation, you can accept payment and deliver the file directly to each customer's inbox.

## Create a Ghost Offer

To sell an ebook or any resource or service that does not use a [Kajabi Product](/articles/products/products-overview/kajabi-products-overview), you will need to create a [Ghost Offer](/articles/sales/offers/how-to-create-a-ghost-offer). On Kajabi, a Ghost Offer is an Offer without a Kajabi-created digital Product included.

1. Open the **Sales** tab from your Dashboard.
2. Select **+ New Offer**.
3. Enter your Offer Title.

<Warning>
  **Important:** Do not select a Product to add to the Offer.
</Warning>

4. Select a **Payment Type** from the dropdown menu.
5. Click **Create**.

<div>
  <iframe />
</div>

## Create an Automation

Create an Automation within your Offer to make sure your ebook is delivered promptly after purchase:

1. Open the **Sales** tab from your Dashboard.
2. Select your Offer.
3. Locate the **Automations** section at the bottom of the page.
4. Click **+ Add Automation**.
5. From the **WHEN** dropdown, select "Offer is purchased".
6. From the **THEN** dropdown, select "Send an email".
7. Ensure **To the person** is checked.

<div>
  <iframe />
</div>

8. Enter your email's **Subject** and **Body** copy, including a line of text that will be used as a link (ex. "Download Now").
9. Highlight the line of text to be used as a link.
10. Click the **Upload File** icon to add your ebook (as a pdf file) to the body of your email.
11. Select your ebook from your file manager and click **Open**.
12. Click **Ok** and **Save**.

<div>
  <iframe />
</div>


# Send a PDF to a customer after a purchase
Source: https://help.kajabi.com/articles/sales/offers/how-to-send-a-pdf-to-a-customer-after-a-purchase

Deliver a PDF file to customers after they make a purchase, either through email or a landing page.

Sending a **PDF** file to a customer after they make a purchase allows you to deliver a PDF as your main product, a freebie, or supplementary content for your customer.

<div>
  <iframe />
</div>

## Send a PDF through an email

Use an Automation to send a customer a PDF file in an email, which they can download after they purchase your Offer.

### Create an automation

1. From your dashboard, navigate to **Sales** > **Pricing** > **Offers**.
2. Select the offer you want to add the automation to.
3. Click the **Purchase flow** tab.
4. Scroll to the **Automations** section and click **+ Add Automation**.
5. From the **When** dropdown, select **Offer is purchased**.
6. From the **Then** dropdown, select **Send an email**.
7. Select **To the Person**.

<div>
  <iframe />
</div>

### Add a PDF to the automated email

1. Enter the **Subject** and **Body** text of your email.
2. Click the **Upload File** icon and upload your file.
3. Edit the **Text to display** on the download link of your PDF.
4. Optional: Enter a title.
5. Click **Ok**.
6. Optional: [Add a conditional](/articles/marketing/automations/automations-overview#conditionals).
7. Click **Save**.

<div>
  <iframe />
</div>

Your customers will now receive an automated email containing your PDF as a download after they purchase your Offer.

## Send a PDF with a Thank You Page

After a customer makes a purchase, you can direct them to a Landing Page with a Call to Action (CTA) button that allows them to download your PDF.

### Create a Landing Page

1. Open the **Website** tab from the Dashboard.
2. Select **Pages**.
3. Click the **Landing** tab.
4. Select **+ New Landing Page**.
5. Choose one of the templates in the **Thank you** section. (You may use any landing page template you like, this is just a suggestion.)
6. Click **Get started**.
7. Give your Landing Page a **Title**.
8. Click **Create**.

<div>
  <iframe />
</div>

### Edit the Call to Action (CTA) button to include a download

1. Hover over your Call to Action button and click **Edit**. ([If your landing page template does not already have a Call to Action button, you will need to add one](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#h_3561be19-d98d-486b-9c39-6e442422d7bf).)
2. Select **Download a file** from the Button Action dropdown menu.
3. Click **Pick File** and upload your PDF.
4. Optional: Select Open In New Tab.
5. Design your button color, text color, size, and style.
6. Change any other text, sections, or blocks on your landing page as needed.
7. Click **Save**.

<div>
  <iframe />
</div>

### Change the Offer Post Purchase settings

1. Open the **Sales** tab from the Dashboard.
2. Select **Offers**.
3. Click the title of the Offer you would like to include your PDF with.
4. Locate the **Post-purchase** settings section.
5. Select **Existing Landing Page**.
6. Select your Thank You page from the landing page dropdown menu.
7. Click **Save** at the top of your Offer page.

<div>
  <iframe />
</div>

Your customers will now be directed to your Landing Page that contains your Call to Action button that can be used to download your PDF after they purchase this Offer.

<Note>
  **Note:** Keep in mind that providing content via PDF poses the risk that your content can be shared by the recipient once it is sent via email or through a landing page.
</Note>


# Send customers to a landing page after checkout
Source: https://help.kajabi.com/articles/sales/offers/how-to-send-customers-to-a-landing-page-after-checkout

Redirect customers to a custom landing page after they purchase an Offer.

Send your customers to a **Landing Page** after they purchase your Offer. This feature can be used to direct your customers to a custom page such as a custom thank you page, event registration page, or another sales page.

## Set up a post-purchase Landing Page

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Choose an **Offer** or click **+New Offer** to [create a new one](/articles/sales/offers/create-an-offer).
4. After editing the Offer, select the **Purchase flow** tab.
5. In the **Post-purchase** section, select an existing Landing Page from the **Post-purchase** menu to send your customers to after checkout.
6. Click **Save** to apply your changes.
   <Frame>
     <img alt="Screenshot 2026 05 12 At 10 08 18 AM" />
   </Frame>

<Note>
  **Note:** If your checkout page does not include the [password](/articles/sales/offers/how-to-customize-your-checkout-fields) field in your checkout form, your customer will first encounter the password creation page before they are sent to the landing page you set up in your Post Purchase settings.
</Note>


# Send receipts with Kajabi
Source: https://help.kajabi.com/articles/sales/offers/how-to-send-receipts-with-kajabi

Send email receipts to customers who purchase Offers using Kajabi Receipts.

Send receipts after your customers purchase an Offer with **Kajabi Receipts**. Kajabi Receipts can help you maintain brand consistency by sending email receipts with your branding. Additionally, you can customize the content and design of these receipts to reflect your business's branding and messaging needs.

<Note>
  **Note:** Kajabi Receipts provides an easy and seamless way to send payment receipts to customers who purchase your Offers via [Kajabi Payments](/articles/sales/kajabi-payments/kajabi-payments-overview). If you choose to use Kajabi Receipts with a third-party payment provider like Stripe or PayPal, be sure to disable [receipts with Stripe](/articles/api-integrations/payment-integrations/how-to-send-a-receipt-in-stripe) or [PayPal](/articles/api-integrations/payment-integrations/how-do-i-send-a-receipt-with-paypal).
</Note>

## Set up email receipts

1. Open the **Settings** tab from your Dashboard.
2. Click **Customer Payments** under **Payment settings**.
3. Find the **Receipts** section.

### Customize receipts

**Business address (required)**: Your business address appears at the bottom of every receipt. Make sure this information is accurate. By default, this pulls from your [Marketing Settings](/articles/marketing/email-campaigns/how-to-customize-your-marketing-settings#h_59f98608-b543-498a-9960-de86ba6ddc1b).

**Additional items (optional)**:

* **Receipt title**: Choose a title for the top of your receipt. If left blank, this will default to "Purchase Confirmation".
* **Custom message**: Include other helpful information, such as a refund policy or your support contact information.
* **Next invoice number**: You can only increase the next invoice number. If you try to decrease it from its current number, you will receive an error.

Click **Save**, then **Preview receipt email** to review your changes.

<img alt="Receipt settings" />

### Email notifications

Choose if and when you want to send receipts for successful transactions under **Email notifications:**

* Select if you'd like to send an email to your customers for all successful transactions:
  * Choose to only send receipt emails for initial purchases on recurring transactions. This applies to Offers with recurring billing (i.e., [subscriptions](/articles/sales/offers/how-to-create-a-subscription-offer) and [payment plans](/articles/sales/offers/create-a-payment-plan-offer)).
  * Check if you'd like to send a receipt only if the transaction has value (i.e., Free offers will not send a receipt)
* Select if you'd like to **Send refund receipts**. You can also add a customized message to your refund receipt emails here.

<img alt="Email notification settings" />

### Download options

Toggle this setting on if you want to **attach receipts as a PDF** to your receipt emails. Email receipts must be enabled for PDFs to send successfully.

<img alt="Download options" />

## Customize email templates and branding

To modify the receipt email template content, follow these steps:

1. Navigate to **Settings > Email Templates** in Kajabi.
2. Open the receipt template to adjust the messaging or design elements.
3. To update the branding logo that appears on receipt emails, go to **Settings > Site Details**.
4. Update the **Branding Logo** with the desired image.

<div>
  <iframe />
</div>

## Change the language of receipts

The receipt language can be edited by you or your customers.

Receipts will be sent in your site's default language. You and your customers can control the language used in Kajabi receipts.

### Edit receipt language for a customer

1. Open the **Contacts** tab from your Dashboard.
2. Select **All Contacts**.
3. Search for your **Customer**.
4. **View** your Customer's profile.
5. Select **Edit Details**.
6. Locate **Receipt Language** dropdown and select language preference.

<img alt="Receipt language" />

### Edit receipt language as a customer

1. **Log in** as a customer of your site.
2. Select **User Menu** from your site's header.
3. Select **Settings**.
4. Under the **Contact & settings** tab, locate the **Receipt Language** dropdown and select the language preference.

<img alt="Customer receipt language" />

<Note>
  **Note:** Language setting does not impact receipt title, receipt message, offer title, tax name, business address, business name and address or form information submitted by your customer.
</Note>

## Edit receipt contact information

<Note>
  **Note:** Editing contact receipt information is not available for transactions made through [Cart](/articles/sales/checkout/kajabi-cart-overview).
</Note>

### Edit contact receipt information

1. Open the **Sales** tab from your Dashboard.
2. Open the **Payments** tab.
3. Select **Transactions**.
4. Locate the Transaction you wish to edit and click on the transaction **Amount**. (Or, click … at the far right and select "View more details".)
5. Click the **ellipses** ….
6. Select **Edit receipt contact information**.
7. Edit the information you wish to edit, then hit **save**.

<img alt="Edit receipt info" />

Once the information is saved, you can choose to send the receipt immediately, or just save the information.

## Test customizations

To ensure your receipt email customizations appear as desired, complete a manual test purchase:

1. Create a test offer.
2. Make a test purchase as an end-user.
3. Check the confirmation email to validate the content and design changes.

## Download receipts as a PDF

You can download a PDF version of any receipt.

### Download a single receipt

1. From your Kajabi Dashboard, navigate to **Sales → Payments → Transactions**.
2. Search for the transaction via your customer's email and open the **Transaction details** page by clicking on the dollar amount of the transaction.
3. From the **Transaction detail** page, click on the **"..." menu**, selecting **View and send receipt**.
4. Select **Download receipt**.

<img alt="Download receipt" />

## Bulk download receipts

Bulk exports are helpful for accounting, audits, and tax prep.

### Download receipts in bulk

1. From your Kajabi Dashboard, navigate to **Sales → Transactions**.
2. Click **Export**.
3. Choose:
   * Date range
   * Receipt type
4. Click **Export**.
5. You'll receive an email with the subject: *Your transaction receipts export is ready*.
6. The email will prompt you to log in to your Kajabi account which will then download your ZIP file once you're logged in.

<img alt="Bulk export" />

<img alt="Export email" />

<Note>
  **Note:** Download links expire after 7 days.
</Note>

## Resend email receipts

<Note>
  **Note:** Your customers can view and download their purchase receipts. [Learn more here](/articles/contacts/manage-your-contacts/customer-update-of-customer-settings).
</Note>

Resend email receipts after customers have purchased.

Email receipts can be sent from the Transactions page as well as the Contacts page. Resent email receipts only include transaction details for the purchase and exclude additional fees or unrelated charges.

### Resend an email receipt from the Transactions page

1. Open the **Sales** tab from the Dashboard.
2. Select **Payments**.
3. Click **Transactions**.
4. Search the email of the **Customer** you wish to refund.
5. Open the **More Actions Menu** `…`.
6. Select **Send Receipt**.

<div>
  <iframe />
</div>

### Resend an email receipt from Contacts

1. Open the **Contacts** tab from your Dashboard.
2. Select the name of the contact you wish to resend the receipt, then click **Open full profile**.
3. Select the **Purchases** tab.
4. Locate the Offer that was purchased and click **View Details**.
5. Select the **Transactions** tab.
6. Next to the transaction you want to send, click the `…` menu.
7. Click **Send receipt**.

<div>
  <iframe />
</div>

## Resend refund receipts

<Note>
  **Note:** Remember to activate your Refund Receipts feature. [Learn more here](/articles/contacts/manage-your-contacts/refund-your-customers).
</Note>

Once refunded, the refund receipt can be resent to your customer.

### Resend a refund receipt from the Transactions page

1. Open the **Sales** tab from the Dashboard.
2. Select **Payments** from the Sales tab.
3. From the Payments page, select **Transactions** to be taken to the Transactions page.
4. Find the payment you wish to send a receipt for and select the `…` button for **More Actions**.
5. In the More Actions drop-down menu, select **Send refund receipt**.

<div>
  <iframe />
</div>

### Resend a refund receipt from the Contact page

1. Open the **Contacts** tab from your Dashboard.
2. Select the name of the contact you wish to resend the receipt, then click **Open full profile**.
3. Select the **Purchases** tab.
4. Locate the Offer that was purchased and click **View Details**.
5. Select the **Transactions** tab.
6. Next to the transaction you want to send, click the `…` menu.
7. Click **Send receipt**.

<div>
  <iframe />
</div>


# Set an Offer quantity limit
Source: https://help.kajabi.com/articles/sales/offers/how-to-set-an-offer-quantity-limit

Create limited quantity Offers on Kajabi to drive urgency and scarcity.

Have an Offer for which you want to limit the quantity available for purchase, such as webinar seats or coaching session attendees?

Limit the number of people who can purchase your Offer with the **Offer quantity limit** feature.

<img alt="Limit Offer Quantity" />

<Note>
  **Note:** This article refers to the number of customers that can purchase your Offer. If you are looking to set an expiration date on your Offer, [learn how to add an expiration date](/articles/sales/offers/how-to-add-an-expiration-date-to-your-offer).

  Quantity limits and expiration dates can be used together. If both are enabled, the Offer will close as soon as *either* limit is reached. For example, you might allow up to 15 registrations *or* automatically close the Offer after December 15th, whichever happens first.
</Note>

<Note>
  **Note:** Granted Offers will not be counted toward the quantity limit. [Learn about granting an Offer](/articles/sales/offers/how-to-grant-an-offer).
</Note>

## Set a quantity limit

Build a limited quantity Offer by setting your Offer quantity limit.

With Kajabi you can also choose to show the quantity remaining for a limited offer on the checkout page. This will help drive demand and urgency of sales. This can be achieved by adding a numeric threshold. The numeric threshold can be any number you wish to display and is not bound by the set quantity limit.

1. Open the **Sales** tab from your Dashboard.
2. Select the **Offer** you wish to limit or [create a new Offer](/articles/sales/offers/create-an-offer).
3. Navigate to **Pricing**.
4. Scroll down to the **Offer Availability** section.
5. Toggle **ON** the "**Set a quantity limit on available offers**" button.
6. Enter your desired quantity limit. (Must be a number between 1 and 999999.)
7. Select the page you wish to display when the quantity limit has been reached:
   * **Sold-out Page**: Default sold-out page with your custom copy.
   * **Landing Page**: Your custom-designed landing page built specifically for this purpose.
8. Toggle ON "**Show the remaining item count at checkout**" if you wish to add a numeric threshold.
9. Set a **numeric threshold**.
10. Click Save to keep and apply your changes.

<div>
  <iframe />
</div>

Want to change your limit? Repeat the steps above to update your quantity limit.


# Set up a paid trial in a Subscription Offer
Source: https://help.kajabi.com/articles/sales/offers/how-to-set-up-a-paid-trial-in-kajabi

Charge a one-time fee at signup before a subscriber's recurring billing begins.

A **Setup fee** lets you collect an upfront payment before a subscription cycle starts — giving new members access to your Offer while you earn from day one. Once the trial ends, subscribers are automatically charged the recurring price set in your Offer.

## Configure a paid trial

1. Open the **Sales** tab from your Dashboard.
2. Select **Pricing**.
3. Select the **Offer** you want to set up a trial period for.
4. In the Offer editor, open the **Pricing** tab.
5. Locate the **Price Details** section.
6. Select **Subscription** for the Payment type.
7. Enter your desired **Payment amount** for each recurring payment.
8. In the **Trial period days** field, enter the number of days your trial period will last after purchase.
9. In the **Setup fee** field, enter the payment amount you wish to charge for the trial: <img alt="Sub Offer Paid Trial" />
10. Your customers will be charged the Setup fee immediately and then all payments following the end of your trial period will be charged according to your specified subscription **Payment amount**.

<Note>
  **Note:** If you choose to keep the trial period blank, your customer will be charged the **Setup fee** + **Payment Amount** for the first subscription payment. Each subsequent payment will charge only the specified Payment Amount. To collect just the Setup fee for the first payment, enter your desired number of **Trial period days** — once the trial ends, recurring billing begins at the Payment Amount you set.
</Note>


# Set up monthly enrolling memberships
Source: https://help.kajabi.com/articles/sales/offers/how-to-set-up-monthly-enrolling-memberships

Offer content to customers on a monthly rolling basis where access depends on when they joined.

A **Monthly Enrolling Membership** prevents customers from accessing previous content based on the month they purchase.

For example, customers purchasing in January will see all content from January as well as all months going forward, as long as they continue to pay their recurring subscription fees. But customers who purchase in February will not have access to content from January. They'll only see content released from February forward (as long as they continue to pay their subscription).

This model ensures that your customers can only access content that's been made available to them while they've been a paying customer.

*Creating this Membership type utilizes the power of Funnels, Offers, and Products.*

To ensure that your customers can only access content from the month they purchase onward, you'll set up a new Offer and its corresponding Product content for each month.

## Set up a monthly enrolling membership

<div>
  <iframe />
</div>

<Note>
  **Note:** Setting up a Monthly Enrolling Membership will require creating multiple Products. Check out the [Kajabi Pricing Page](https://kajabi.com/pricing) to find out how many Products are available with your Kajabi subscription.
</Note>

## Create monthly products

To create a Monthly Enrolling Membership, each block of your monthly content must be created as a separate Product. Your Products will be connected to corresponding Offers to ensure that customers purchasing in a specific month will only receive content from that month onward.

Start by building your first Product for the first month you plan to run your membership.

[Learn to create a Product](/articles/products/courses/courses-overview)

Then create a new Product for each month you plan to run your Monthly Enrolling Membership:

<img alt="Monthly Products" />

<Tip>
  **Tip:** Prepare your Products by [creating Products](/articles/products/courses/courses-overview) for each month. Title each Product to easily identify the month it will be released. Then, create your content when and how you see fit.
</Tip>

## Create monthly Offers

After creating your Product(s), create and edit the corresponding Offers and their Checkout Pages for each month a customer can purchase your membership.

[Learn to Create Offers](/articles/sales/offers/create-an-offer) and [edit the Checkout Page](/articles/sales/checkout/customize-your-checkout-page).

### Key Offer settings

* **Price**: Recurring subscription
* **Automation**: When an Offer subscription payment fails

With the Monthly Enrolling Membership model, set up your Offers as recurring subscriptions to receive payments on an ongoing basis.

In the case of a payment failure or canceled payment, use the power of Automations to trigger an action "When an Offer subscription payment failed" and/or "payment canceled":

<img alt="Automation settings" />

For example:

* Notify you and/or your team to address the issue with a **Send an email** automation
* **Revoke access** to the Offer
* **Deactivate from Offer (discontinue payment & access)** if you have Advanced Automations

[Learn more about Automations](/articles/marketing/automations/automations-overview#offers)

Create Offers for each month of your Monthly Enrolling Membership:

<img alt="Monthly Offers" />

<Tip>
  **Tip:** Create and edit your first Offer, then duplicate your first Offer for each additional month. For each duplicated Offer, simply change the title, image, and included Product to fit the month the Offer becomes available. [Learn to Duplicate your Offer](/articles/sales/offers/how-to-duplicate-an-offer)
</Tip>

## Create a monthly enrolling funnel

Streamline your Monthly Enrolling Membership by using the Sales Page Funnel as your Monthly Enrolling Funnel.

1. Open the **Marketing** tab from your Dashboard.
2. Click **Funnels**.
3. Navigate to the top right corner and click **New Funnel**.
4. Locate the **Sales Page** funnel card and click **Get started**.
5. Enter an easily identifiable Title for your funnel (e.g., Monthly Enrolling Membership).
6. Select the Offer for the first month of your membership (e.g., January Offer).
7. Click **Create Funnel**.

<div>
  <iframe />
</div>

Want to learn more about Funnels? Check out our guide on [Funnels in Kajabi](/articles/marketing/funnels/funnels-in-kajabi).

Now that you've set up your Monthly Enrolling Membership, learn to manage your Funnel and monthly Offers to ensure that access to your content is only available for the timeframe your customer pays.

## Manage a monthly enrolling membership

**Managing your Monthly Enrolling Membership is the key to successfully running this type of membership model.**

To manage your Monthly Enrolling Membership, simply update your Funnel and monthly Offers for each month of your membership.

For example:

If your Monthly Enrolling Membership began in January and now February has arrived, update your January Offer to also include your February content (i.e., February Product). Then, change the Offer in your Funnel to the February Offer.

Managing your Membership on a monthly basis ensures that your ongoing content is only available to customers from the month your customers begin paying.

Although Kajabi doesn't have an automated process for this type of model at this time, it's a sustainable, scalable process you can implement for your own business.

### Edit the funnel

First, edit your Funnel to direct customers to the next month's Offer (in this example, the February Offer). This will ensure that customers purchasing in the next month (e.g., February) will only have access to the February Product.

1. Open the **Marketing** tab from the Dashboard.
2. Select **Funnels**.
3. Click to open your **Monthly Enrolling Membership Funnel**.
4. Locate the **Offer Checkout** page and click the `…` menu at the top right of the card.
5. Click **Remove**.
6. Confirm by clicking **Remove** again in the pop-up.
7. Next, place your cursor over the vertical line below your Sales Page.
8. Click **+ Add Offer**.
9. Select the Offer for the next month of your membership (e.g., February).
10. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

### Edit the Offer

In this step, edit your previous Offer(s) to include the content (i.e., Product) for the next month of your membership. This will give customers with the previous Offer(s) access to the content for the new month.

1. Open the **Sales** tab from the Dashboard.
2. Navigate to **Pricing**.
3. Select the previous **Offer**.
4. Locate **Products in this Offer** and click **+ Add Product**.
5. Select your next month's Product.
6. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

Now every customer that has access to your previous Offer (e.g., January) also has access to your next Offer (e.g., February):

<img alt="Monthly Enrolling Membership" />

#### Have multiple previous Offers?

If you have multiple previous Offers, repeat Step 2 for each previous Offer to include the Product for the new month.

For example, if your membership has entered the month of March, your previous Offer(s) should include Products for each month leading up to March:

* Customers who subscribed in January will now have access to the Products for January, February, and March.
* Customers who subscribed in February will now have access to the Products for February and March.
* Customers who subscribed in March will only have access to the Product for March.


# Set the default currency
Source: https://help.kajabi.com/articles/sales/offers/how-to-set-your-default-currency

Update site settings to change the default currency used for formatting and calculations.

The **default currency** is used for formatting and calculation purposes within Kajabi.

Generally, you will want to set the default currency to the currency used for the majority of your Offers.

If you wish to set different currencies for individual Offers, update the Pricing section for your Offers to specify the currency for individual Offers. [Learn more](/articles/sales/offers/how-to-make-offers-available-in-multiple-currencies)

<Note>
  **Note:** Kajabi Payments, Stripe, or PayPal must be connected to your site to update your default currency. If you have not integrated a payment processor with your Kajabi site, the Default Currency setting will not allow you to select a currency. [Learn about the payment options available with Kajabi](/articles/sales/kajabi-payments/transactions)
</Note>

## Update the default currency used for the site

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details** from the Site Settings section.
3. Navigate to your **General** settings.
4. Open the **Default Currency** dropdown menu to select your default currency.
5. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>


# Turn on a payment provider for Offers
Source: https://help.kajabi.com/articles/sales/offers/how-to-turn-on-a-payment-provider-for-your-offers

Enable a preferred payment provider for Offers to start accepting payments.

Connect a **payment provider** to your Offers so you can start accepting payments. Each Offer can be configured with Kajabi Payments, Stripe, PayPal, or a combination.

## Enable Kajabi Payments and PayPal as a payment option for an Offer

1. Open the **Sales** tab from your Dashboard.
2. From the **Pricing** tab, select the **Offer** you wish to edit.
3. Select the **Pricing** option from the top menu.
4. Scroll down to the **Payment Providers** section.
5. Select the payment method you wish to use for your Offer (i.e., Kajabi Payments and PayPal).
6. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>


# Use custom price text override
Source: https://help.kajabi.com/articles/sales/offers/how-to-use-custom-price-text-override

Personalize the text displayed for the price during checkout to bring your brand's voice into the purchasing experience.

**Custom Price Text Override** allows you to personalize the text displayed for the price during the checkout process. Use the Custom Price Text Override to bring your brand's voice and tone into the last step your leads take before becoming customers.

<div>
  <iframe />
</div>

## Edit the price text used on the checkout page

1. Open the **Sales** tab from your Dashboard.
2. Click **Pricing**.
3. Click to edit an existing **Offer** or [create a new one](/articles/sales/offers/create-an-offer).
4. Select **Pricing** from the Offer Editor menu.
5. Navigate to the **Price Details** section.
6. Click **+ Add custom price text (optional)**.
7. Enter the text you want to override the default price text with to describe your offer.
8. Click **Save** to apply your changes.

<div>
  <iframe />
</div>

Your price text will display for your Offer Price when your customers enter the Offer Checkout Page.

Click `…` and select **Preview** to view how your Checkout Page will appear for your customers:

<div>
  <iframe />
</div>


# View Offer stats
Source: https://help.kajabi.com/articles/sales/offers/how-to-view-offer-stats

Navigate to Offer stats pages to find purchases, revenue, and recent activity.

Navigate to **Offer stats** pages, where you can find the number of purchases, Offer revenue, and recent activity for specific Offers.

<div>
  <iframe />
</div>

## View Offer stats

1. Open the **Sales** tab from your Dashboard
2. Click **Pricing**
3. Locate the Offer you wish to view and click the **Stats** icon on the far right

<div>
  <iframe />
</div>

Looking to view information about all payments made to your site? [Learn how to view all payments](/articles/sales/offers/the-payments-page-overview).

## Understand Offer stats

<img alt="Offer Stats" />

The first card in Offer Stats displays:

* **Purchases** made in the last 30 days (includes Free Offers purchased)
* **Net Revenue** from the last 30 days
* **All Time Net Revenue** for the Offer
* Percentage of customers who purchased an **Upsell** included with the Offer (if applicable)

The additional Offer Stats provide further detail, including:

* **Total Sales**
* **Total Purchases** (includes Free Offers purchased)
* **Order Bump Revenue** (if applicable)
* **Upsell Revenue** (if applicable)

<Tip>
  **Tip:** Filter your Stats to view a specified Time Frame between the **Last 7 Days** to the **Last Year**.
</Tip>


# Will deleting an Offer decrease the total revenue earned?
Source: https://help.kajabi.com/articles/sales/offers/if-i-delete-an-offer-will-it-decrease-my-total-revenue-earned-amount

Deleting a previously purchased Offer does not affect total revenue stats.

If you delete an offer that has already been purchased, your **total revenue** stats will not be impacted.


# Offer a syllabus
Source: https://help.kajabi.com/articles/sales/offers/offer-a-syllabus

Showcase course content with a Syllabus so potential customers can view what's included before purchasing.

Offering a **syllabus** to potential customers is a great way to showcase your course content and value.

If a prospect can view exactly what they will receive for the price, they will better understand what to expect in the course and what to look forward to in each module.

## Offer a free trial period

A simple way to showcase what your course will contain is by offering a free trial period through the Offer. This will allow the customer to join the course for a set period of time without paying.

They will be automatically charged the subscription price at the end of the trial if they do not reach out to you to cancel their membership before that date.

### Set up a free trial period

1. Open the **Sales** tab from your Dashboard.
2. Select **Pricing**.
3. Select the **Offer** you want to set up a trial period for.
4. In the Offer editor, select the **Pricing** tab.
5. Navigate to **Price Details**.
6. Select **Subscription** for the Payment type.
7. Enter your desired **Payment amount** for each recurring payment.
8. In the **Trial period days** field, enter the number of days your trial period will last after purchase.
9. Click **Save** to save your changes.

<div>
  <iframe />
</div>

## Create a syllabus preview page

Creating a Sales Page that details your course content is another option to show off your course content.

Read [How to Add Pages to your Website](/articles/website/pages/how-to-add-pages-to-your-website) for details on selecting a Template and generating a new page.

After you have selected your Template, design your Page. For this example, we used the Evolve template:

<img alt="Syllabus preview page" />

## Send an automated email after Form submission

Sending an Automated Email after a Form Submission is an excellent way to provide more information to a prospect through email. This will first require the creation of a Form, then an Automation to send an Email after the Form is submitted.

[Learn how to set up Form Automations](/articles/marketing/forms/how-to-use-automations-in-forms)

In the Email that will be sent after Form submission, you will want to include a copy of your Syllabus. This can either be text:

<img alt="Syllabus text" />

or you can upload a graphic image of your syllabus to the email:

<img alt="Syllabus image" />


# Offer creation flow
Source: https://help.kajabi.com/articles/sales/offers/offer-creation-flow

Use the streamlined Offer creation flow to quickly set up and price Offers.

The **Offer creation flow** makes it easier and faster to create an Offer to sell your Product to your members.

You can add your products to sell and customize Offer pricing to fit your specific needs, such as including multiple products or charging a subscription, all in one fast and streamlined process.

## Use the Offer creation flow

To create an offer with the Offer creation flow:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer creation flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. **Price** your offer if you have a [payment provider connected](/articles/sales/kajabi-payments/transactions), or choose to list the offer as free
6. Select **Save and Finish** to complete creating your offer

<div>
  <iframe />
</div>


# Offers overview
Source: https://help.kajabi.com/articles/sales/offers/offers-overview

Offers serve as the price tag and payment vehicle for your Products on Kajabi.

On Kajabi, an **Offer** is the price tag and payment vehicle for your [Product](/articles/products/products-overview/kajabi-products-overview).

For your Products to be purchased or granted, they must first be connected to an Offer.

With Offers, you can [create multiple prices for the same product](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout), [provide different payment plans for your products](/articles/sales/offers/create-multiple-pricing-options-for-legacy-checkout), and [bundle products together](/articles/sales/checkout/enhanced-checkout-overview).

Create and customize as many Offers as you need to sell your Product(s) and services with Kajabi.

## Create an Offer

The Offer creation flow makes it easier and faster to create an Offer to sell your Product to your members.

Learn more about the [Offer creation flow](/articles/sales/offers/offer-creation-flow).

To create an offer:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Pricing**
3. Click **+New Offer** to enter the Offer creation flow
4. Enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. **Price** your offer if you have a [payment provider connected](/articles/sales/kajabi-payments/transactions), or choose to list the offer as free
6. Select **Save and Finish** to complete creating your offer

[Learn more about creating your Offer](/articles/sales/offers/create-an-offer).


# Pay What You Want Offers
Source: https://help.kajabi.com/articles/sales/offers/pay-what-you-want-offers

Set up Pay What You Want pricing to let customers choose their own price.

**Pay What You Want** Offer pricing allows your customers to purchase an Offer for a price they choose.

<div>
  <iframe />
</div>

## Pay What You Want

Pay What You Want Offers means that you can set a minimum purchase price for a one time payment Offer, including \$0, and then your customers can purchase the offer for either the minimum price or for whichever amount they want.

The Pay What You Want option has multiple benefits for you, your business, and your customers:

* **Experimentation** - Pricing your product can be a big hurdle and hard to gauge accurately. With Pay What You Want offers, you enable your customers the option to pay more, which may prove that what you offer holds more value than you originally expected. This also allows you to run pay-your-own-price style promotions to entice new members.
* **Support** - Letting your customers choose how much they want to pay for your product allows them to tip you or pay more than the baseline price you set. This enables them to show their support for you and your product.

<img alt="Pay What You Want checkout page" />

## Create a Pay What You Want Offer

Creating a Pay What You Want Offer is easier than ever due to the Offer creation flow.

To create a Pay What You Want Offer:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Offers**
3. Click **+New Offer** to enter the Offer creation flow
4. Once inside the Offer Creation Wizard, enter an **Offer Title** and choose the **Product(s)** to sell with this offer
5. To use the Pay What You Want feature, select the **One Time** payment option
6. Check the **Let customers pay what they want** box
7. A Pay What You Want offer can be free (priced at \$0), or whichever base minimum amount you desire to sell your product, as long as the price is set over 0.50
8. Choose the **Payment Provider** and any additional payment options for your offer
9. Select **Save and Finish** to complete creating your offer

<div>
  <iframe />
</div>

## Change a pre-existing Offer to a Pay What You Want Offer

You can also change a pre-existing offer to a Pay What You Want offer. This is helpful in situations where you want to offer flexible pricing, such as a promotion or sale.

To change a pre-existing offer to Pay What You Want:

1. From your Kajabi dashboard, select **Sales**
2. Navigate to **Offers**
3. Select the **Offer** you wish to edit
4. Click **Pricing**
5. In the **Price Details** section, select **One-time Payment** from the drop-down menu (Note: If your offer is already set up as a one-time payment, you may need to reset the payment type drop-down menu and re-select the one-time payment option to open the Minimum Price field for editing)
6. Enter a price for your offer to set a **Minimum Price** (this can be \$0, or any price 0.50 or higher)
7. Click the **Let customers pay what they want** checkbox
8. Remember to **Save** your changes

<div>
  <iframe />
</div>

## FAQs

### Which offers can I use the Pay What You Want feature with?

Any **one-time payment** offer will work with the Pay What You Want feature.

Pay What You Want does **not** work for:

* Payment Plans
* Subscription

### Can I make a free offer Pay What You Want?

While you still will need to select the One-Time Payment pricing option, you can charge your customers \$0 or more, by setting the minimum price of your Pay What You Want offer as \$0.

### If my Pay What You Want offer is \$0 or more, can my customers pay 25 cents?

Your customers are free to pay \$0 or anything \$0.50 and above. A checkout won't submit any amount that your customer puts into the name your price field that is between 0.01 and 0.49. This is in place to keep you from paying more in payment processing fees than you make on your sale.

### Can my customers use coupons on a Pay What You Want offer?

Coupons will still work on Pay What You Want offers. If a customer applies a coupon to the Pay What You Want offer, the discount will be applied based on the minimum price. Note that after the coupon is applied, the customer won't have the option to pay more and will be charged the discounted price.

### Do order bumps work with Pay What You Want offers?

Order bumps work on all Pay What You Want offers whose minimum price is not \$0. If the offer's minimum price is set to \$0, the order bump won't display. Otherwise, the order bump will show.

### What if my Pay What You Want offer is configured as an upsell or order bump?

In the case where your PWYW offer is an upsell or order bump, your customers will simply be charged the minimum price set on the offer. For example, Barking 101 is Pay What You Want, has a minimum price of $15, and is an upsell for another offer; the customer will be charged $15 for Barking 101.

### If someone purchases a Pay What You Want offer, will they still see my upsells?

Upsells are dependent on a payment at the time of checkout. If the minimum price of the Pay What You Want offer is set above \$0, or the customer chooses to pay any amount on a Pay What You Want offer, they will see the upsells. If a customer chooses not to pay anything for a \$0 Pay What You Want offer, they will not see your upsells. Upsells configured in your Upsell funnel will appear as normal after checkout.

### Can I use Pay What You Want on legacy checkout?

Pay What You Want will only be available to the current checkout template. If you switch a legacy checkout offer to Pay What You Want, it will simply charge the minimum price without the option to pay more. Learn how to [update to the 2018 version of the checkout template](/articles/sales/checkout/how-to-update-your-checkout-from-2016-to-2018).


# Payments page overview
Source: https://help.kajabi.com/articles/sales/offers/the-payments-page-overview

View detailed payment information about every purchase made on your site.

The **Payments page** provides metrics and charts that give insight into your sales performance, including gross revenue, recent transaction activity, refunds, and failed payments. This information can be viewed as a daily stat, 7 days, 30 days, or a custom-selected date range. You can also view it in a weekly range, monthly range, yearly range, or all-time.

<div>
  <iframe />
</div>

From this page, you can click through to each of the following detailed payment pages:

* [Transactions page](/articles/sales/kajabi-payments/transactions)
* [Subscriptions page](/articles/sales/kajabi-payments/subscriptions)
* [Payment Plans page](/articles/sales/kajabi-payments/payment-plans)
* [Disputes](/articles/sales/kajabi-payments/disputes-page-overview)
* [Payouts](/articles/sales/kajabi-payments/kajabi-payments-payouts)
  * Payouts are only available through Kajabi Payments. [Learn more](/articles/sales/kajabi-payments/kajabi-payments-overview) about Kajabi Payments.

## Performance metric definitions

* **Transactions** - the total count of all successful payments made in the current calendar month, spanning one-time purchases, subscriptions, and payment plan types
* **Subscriptions** - the total number of active subscriptions
* **Payment Plans** - the total number of active payment plans
* The percentage shown on each panel will change depending on the selected date range dropdown
  * This allows you to filter by dates and gives you an idea of how your business has performed over the given time periods

## Top selling Offers and top customers

The top-selling offer view can be sorted by:

* This month
* 3 months
* Year
* All time

The top customer view can be sorted by:

* 6 months
* This year
* Last year
* All time

<div>
  <iframe />
</div>

In the Top Selling Offer view, click on any offer to be taken to that Offer page.

In the Top Customers view, click on any Customer name to be taken to their contact profile, or click on their email address to open your preferred email app to send them an email.


# Upsells overview
Source: https://help.kajabi.com/articles/sales/offers/upsells-overview

Create reusable Upsell pages, attach them to multiple Offers, and track performance with built-in analytics.

<div>
  <iframe />
</div>

Upsells let you present additional purchase opportunities to customers after checkout. You create an Upsell once, customize it in the Builder, and reuse it across multiple Offers — so every post-purchase experience matches your brand without extra effort.

This page covers what changed with the rebuilt Upsells experience, how Upsell Funnels work, and how to get started managing Upsells from your dashboard.

### Navigation changes

A few things have moved in your dashboard as part of this update:

* **Offers** has been renamed to **Pricing**. The **Pricing** section includes two tabs: **Offers** and **Upsells**
* The **Cross-Selling** tab has been renamed to **Purchase Flow**, found within each individual Offer. It includes all post-purchase actions: Upsell Funnel, Post-Purchase Page, Emails, and Automations
* **Order Bumps** have moved to the **Settings** tab within an individual Offer

<img alt="Navigation changes in the Kajabi dashboard" />

#### Why Offers was renamed to Pricing

The shift to **Pricing** was intentional to better reflect the broader scope of what lives in this area. The goal is to group all pricing-related configurations under a single, more flexible umbrella as the system expands. While Offers remain a core concept, the navigation update represents the full pricing model rather than just individual objects. As Kajabi continues expanding flexibility in this area, this framing becomes more accurate over time.

## Key benefits

* **Fully customizable Upsell pages** — built and styled in the same Builder you use for your site and checkout pages, with full control over layout, sections, spacing, and content
* **Reusable across Offers** — create an Upsell once and attach it to multiple Offers; edits apply everywhere it's used
* **Built-in analytics** — view purchases, conversion rate, and revenue at a glance on the Upsells tab or within each individual Upsell

## How Upsells work

Upsells are created once and reused across your Offers. The same Upsell can serve as either an Upsell or a Downsell, depending on where it appears in your Upsell Funnel. Downsells are not created or managed separately — they are Upsells shown after a previous Upsell is declined.

## How Upsell Funnels work

After a customer completes a purchase, you can guide them through a series of Upsells.

Each step shows an Upsell. If the customer declines, you can optionally add another Upsell as a Downsell before continuing to the next step.

The same Upsell can be reused across different funnels, but it can only appear once within a single funnel.

Here is an example of a three-step Upsell Funnel with Downsells at each step:

<img alt="Example of a three-step Upsell Funnel with Downsells at each step" />

## Create an Upsell

1. Go to **Sales → Pricing**
2. Click the **Upsells** tab
3. Click **New Upsell**
4. Name your Upsell and configure the pricing details
5. Under the active template, click **Customize** to edit the page layout, content, and branding in the Builder
6. Save your changes

<Frame>
  <img alt="Status And Kajabi Admin Sites 2148571606 Checkout Upsells" />
</Frame>

<Info>
  **Important:** Because Upsells are reusable, any edits you make to an Upsell page apply everywhere that Upsell is used. If you need different content for a specific Offer, create a separate Upsell.
</Info>

## View Upsells

All of your Upsells are centrally managed from one place:

1. Go to **Sales** > **Pricing**
2. Click the **Upsells** tab
3. Click into an Upsell and review the details
4. Preview to see how it appears to customers

Any Upsells created before the rebuilt experience was enabled on your account have been automatically migrated.

<img alt="Upsells tab in the Pricing section" />

## Customize an Upsell page

1. Open any Upsell from the **Upsells** tab
2. Under the active template, click **Customize**
3. Adjust layout, add sections or blocks, and refine branding directly in the Builder
4. Save your changes — updates apply everywhere this Upsell is used

<img alt="Customizing an Upsell page in the Builder" />

<Note>
  **Note:** If you have a description added in your Offer, it will also display under the body text in the Upsell editor.
</Note>

<img alt="Offer Description Upsell" />

To customize this, you will need to edit the description of the Offer in **Offer details**. Go to **Sales > Pricing > Your Offer > Details.**

<img alt="Offer Details" />

## Manage Upsells within an Offer

1. Open an Offer from **Sales** > **Pricing** > **Offers**
2. Go to the **Purchase Flow** tab
3. Scroll to **Upsell Funnel**
4. Add Upsells, add Downsell pages, and reorder steps using drag and drop

<img alt="Managing Upsells within an Offer's Purchase Flow tab" />

For step-by-step instructions on adding Upsells to your purchase flow, reordering steps, and configuring Downsells, see [Manage Upsells in the Purchase Flow.](/articles/sales/offers/manage-upsells-in-the-purchase-flow)

## View Upsell analytics

You can view performance across all your Upsells at a glance on the **Upsells** tab, or click into any individual Upsell to see metrics for that specific Upsell. Metrics include purchases, conversion rate, and revenue.

For deeper performance data over time, see [Upsell Purchases Over Time.](/articles/analytics/report-upsell-purchases-over-time)

<img alt="Upsell analytics showing purchases, conversion rate, and revenue" />

<Note>
  **Note:** Analytics began collecting data from the time the rebuilt system was enabled, around April 2026, and do not include historical data.
</Note>

## FAQs

### What happened to my existing Upsells?

All of your previous Upsells were automatically migrated when the rebuilt system was enabled in your account. They are reusable and centrally managed from the **Upsells** tab under **Sales → Pricing**.

#### Will my live Upsell flows be disrupted?

No. Customer-facing Upsell pages continue to function as expected. The update only affects how Upsells are managed on your end.

#### Why don't I see historical analytics data for my Upsells?

Analytics begin collecting from the date the rebuilt Upsells system was enabled in your account in Spring 2026. Upsell activity prior to that date is not included.

#### Where did the Cross-Selling tab go?

It has been renamed to **Purchase Flow** and is still found within each individual Offer. It includes all post-purchase actions: Upsell Funnel, Post-Purchase Page, Emails, and Automations.

#### What is the difference between an Upsell and an Order Bump?

An Upsell is presented after a customer completes checkout, as part of a post-purchase funnel. An Order Bump appears on the checkout page itself as an add-on option before the customer submits payment. Both increase average order value, but they appear at different points in the purchase experience.

#### Are Upsells and Order Bumps processed as one transaction?

No. If a customer accepts an Upsell, it is processed as a separate transaction from the original purchase, using the same payment method. Order Bumps are added directly at checkout and processed as part of the original transaction.

#### If a customer already owns an Offer contained within an Upsell, will they still see the Upsell flow during checkout?

No. If the customer already owns the Offer, they will not be presented with any Upsells that contain that Offer.


# Customer Offer purchase experience
Source: https://help.kajabi.com/articles/sales/offers/what-happens-when-a-customer-purchases-my-offer

Understand the complete customer experience when purchasing an Offer, from checkout to accessing their products.

When a customer purchases an **Offer**, Kajabi handles checkout, account creation, and product access automatically. This page covers what each step looks like from the customer's perspective.

<Note>
  This page covers the experience for new customers. Existing customers must log in before purchasing additional Offers. [Learn more about purchases made by existing customers](/articles/sales/offers/how-do-existing-customers-purchase-additional-offers).
</Note>

## Checkout page

The first step in the checkout flow is the **Checkout Page**. This is where customers enter their payment information to complete the purchase.

<img alt="Checkout page" />

Before entering payment details, new customers may be prompted to submit their email address. This confirms they don't already have an account on your site and creates a new customer profile.

After submitting their email, customers complete any required fields and select their payment method.

[Learn how to customize a Checkout Page](/articles/sales/checkout/customize-your-checkout-page).

## Upsells

If an Offer includes upsells configured in the **Purchase Flow** tab, customers are presented with an **Upsell** Offer after completing checkout.

When an Upsell is presented, the customer can:

* Select the custom purchase button to accept the Upsell. If accepted, it is processed as a separate transaction using the same payment method from the original purchase.
* Select the custom cancel button to decline and continue to the next step.

<Note>
  **Note:** If an original Offer is connected to an Upsell Offer with a different type of payment method (e.g., Kajabi Payments, Stripe, or PayPal), the Upsell will use the same payment method used for the original Offer.
</Note>

To learn more about Upsells and how to set them up, see [Manage Upsells in the Purchase Flow.](https://help.kajabi.com/articles/sales/offers/manage-upsells-in-the-purchase-flow)

## Create an account or log in

After purchasing, the customer is prompted to enter their name and desired password.

Account creation behavior depends on your Offer settings:

* If **Require new customers to create password at checkout** is enabled, new customers create their password directly on the checkout page, and the **Account Creation Page** is skipped automatically.
* If password creation is not required, customers are directed to the Account Creation Page after purchase to set their password and complete their account setup. Returning customers are directed to the **Login Page**.

### Skip Account Creation page

You can control whether new customers see the Account Creation page from your Offer's post-purchase settings.

1. From the left side navigation, select **Sales > Pricing > Offers**
2. Select an **Offer**
3. In the **Purchase flow** tab, scroll to **Post-purchase**.

<Frame>
  <img alt="Status And Kajabi Admin Offers 2151106917 Upsells" />
</Frame>

When **Skip account creation page** is enabled:

* Customers are redirected to the selected existing landing page after purchase.
* This setting is only available when **Existing Landing Page** is selected for post-purchase routing.
* A sub-option appears: **Send welcome email to new customers** (recommended). This sends the default Member Welcome Email, which includes an invite link for the customer to set up their account.

<Note>
  **Note:** Cart post-purchase settings will override post-purchase settings configured at the individual offer level.
</Note>

If both **Require new customers to create password at checkout** and **Skip account creation page** are enabled, the password setting takes priority. These settings apply to new customers only. When Upsells are present, post-purchase routing always follows the primary Offer.

The email address entered at checkout and the password created on this page become the customer's login credentials.

<img alt="Account creation" />

This **Customer Account Setup Page** automatically inherits the following settings according to your website theme. [Learn how to customize a Website Theme](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

### Colors

* **Page Background Color**: If you set a dark background, the page text will automatically switch to white for readability. (Background images are not supported on this page.)
* **Heading Font Color**: Font color for the "Create an account" heading
* **Body Font Color**: Labels (First name, Last name, Password, Verify password) and the subheading ("Complete your account setup to get started.")
* **Placeholder Font Color**
* **Button Background Color**: The "Create your account" button background (and button text when button style is Outline)
* **Button Text Color**: The text inside the button (only when the button style is Solid)

### Fonts

* **Heading Font**: The "Create an account" heading
* **Body Font**: "Complete your account setup to get started." subheading and "Create your account" button text

### Font sizes

* **H1**: "Create an account" heading
* **H4**: "Complete your account setup to get started." subheading

### Button

* Button Width
* Button Style
* Button Size
* Button Border Radius

<Note>
  **Note:** Theme-based customization of the **Customer Account Setup Page** is currently in beta. You can head to [Labs](/articles/resources/resources/kajabi-labs) from your settings to enable these changes for your account.
</Note>

## Library page

After creating their account, customers are directed to their **Library** page, where they can access any products included in the Offer they purchased.

<img alt="Library page" />

You can optionally redirect customers to a custom Thank You Page instead. [Learn how to send customers to a Landing Page post-purchase](/articles/sales/offers/how-to-send-customers-to-a-landing-page-after-checkout).

## Post-purchase email

After purchasing, customers receive an automated post-purchase email at the address they entered at checkout. The email includes a Login button so they can return to their Library and access their purchased products.

Don't want to send this email? [Learn how to disable the Purchase Confirmation Email](/articles/sales/checkout/how-to-disable-the-purchase-confirmation-email).

<img alt="Purchase confirmation email" />

[Learn how to edit automated emails to align with your branding](/articles/account-settings/notifications/edit-automated-email-notifications).

<Tip>
  [Learn how to enable notifications with Offer Additional Settings](https://help.kajabi.com/articles/sales/offers/how-to-include-additional-settings-for-your-offer) to be notified when a customer purchases an Offer.
</Tip>

[See this article](https://help.kajabi.com/articles/sales/offers/how-to-send-customers-to-a-landing-page-after-checkout) to learn how to send a customer to a unique landing page after checkout.

## Login and Product access

Once a customer has completed their purchase and set up their account, they can return to your site at any time to log in and access their content.

<Tip>
  **Tip:** Send logged-in customers directly to their Library with [yourwebsitedomain.com\*\*/library](http://www.yourwebsitedomain.com**/library)\*\* (e.g., [help.mykajabi.com/library](http://www.help.mykajabi.com/library)). If a customer is logged out, this link will redirect them to your Login Page.
</Tip>

## Checkout experience flowcharts

### Customer checkout flow

This flowchart shows the complete checkout experience for new customers.

<img alt="New customer checkout flow" />

### Returning customer checkout flow

This flowchart shows the streamlined checkout path for returning customers.

<img alt="Returning customer checkout flow" />


# What happens when a customer subscription is canceled
Source: https://help.kajabi.com/articles/sales/offers/what-happens-when-a-customer-subscription-is-canceled

Understand how canceled subscriptions affect customer access to Products across different payment processors.

Although we wish they didn't, **cancelations** happen. So, what happens if they do?

With the various payment processor options including Kajabi Payments, Stripe, and PayPal, canceled payments may revoke access to the Product(s) included with the purchased Offer.

## Reinstating subscriptions and payment plans

If a subscription or payment plan is canceled—whether due to failed payments or a manual cancellation—it **cannot be reinstated**. This is a security measure to ensure that billing authorizations remain transparent for both you and your customers.

* **To resume billing for a subscription:** The customer must re-purchase the offer.
* **To resume billing for a payment plan:** You can duplicate the original offer, adjust the number of payments to reflect the remaining balance, and send the new checkout link to the customer to resume their schedule.

## Subscription payment cancelation by payment processor

### Kajabi Payments

#### Customer initiated self-cancelations

When you [allow customers to self-cancel their subscription](/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations), the subscription will be canceled at the end of their current billing period.

#### Hero initiated cancelations

When you, as the business owner, decide to cancel a customer's subscription, you have the flexibility to choose when the cancelation takes effect.

You can select from three options:

* **End of the current billing period**: If you cancel a subscription with time left in the billing period, your customers will have the Offer and Product access until the end of the billing period.
* **On a custom date**: Offer and Product access will remain active until the custom date you select.
* **Cancel now**: If you cancel a subscription immediately, payments will stop, and Offer and Product access will be revoked instantly.

<img alt="Cancelation options" />

### Stripe

There are a few ways to cancel a Stripe subscription.

You can manually cancel your customers' subscriptions through the Kajabi application, through the Stripe dashboard, or allow your customers to cancel themselves through the customer portal.

When a subscription is canceled, the Offer may automatically be revoked and your customer will lose access to the Product(s). [Learn more about how to cancel payments through Stripe](https://stripe.com/docs/refunds#cancel-payment).

#### Canceling a subscription in Kajabi

##### Customer initiated self-cancelations

When you [allow customers to self-cancel their subscription](/articles/contacts/manage-your-contacts/enable-and-disable-customer-subscription-self-cancelations), the subscription will be canceled at the end of their current billing period.

##### Hero initiated cancelations

When you, as the business owner, decide to cancel a customer's subscription, you have the flexibility to choose when the cancelation takes effect.

You can select from three options:

* **End of the current billing period**: If you cancel a subscription with time left in the billing period, your customers will have the Offer and Product access until the end of the billing period.
* **On a custom date**: Offer and Product access will remain active until the custom date you select.
* **Cancel now**: If you cancel a subscription immediately, payments will stop, and Offer and Product access will be revoked instantly.

<img alt="Cancelation options" />

#### Canceling a subscription in the Stripe Dashboard

When you cancel a subscription from the Stripe Dashboard, you have the flexibility to choose when the cancelation takes effect.

You can select from three options:

* **Immediately**: If you cancel a subscription immediately, payments will stop, and Offer and Product access will be revoked instantly.
* **End of the current period**: If you cancel a subscription with time left in the billing period, your customer will have Offer and Product access until the end of the billing period.
* **On a custom date**: Offer and Product access will remain active until the custom date you select.

<img alt="Stripe cancelation options" />

[Learn more about how to cancel a subscription with Stripe](/articles/api-integrations/payment-integrations/how-to-cancel-and-refund-a-payment-in-stripe).

### PayPal

#### Canceling a subscription in Kajabi

##### Customer initiated self-cancelations

When your customer attempts to cancel a subscription from the billing info page, they will be redirected to log into their PayPal account and cancel their subscription in PayPal:

<img alt="PayPal cancelation" />

[Learn more about how your customers can cancel with PayPal](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription#h_0aae4dd9-c6af-46ba-bc8e-c18172f287bf).

##### Hero initiated cancelations

When you, as the business owner, decide to cancel a customer's subscription, you have the flexibility to choose when the cancelation takes effect.

You can select from three options:

* **End of the current billing period**: If you cancel a subscription with time left in the billing period, your customers will have the Offer and Product access until the end of the billing period.
* **On a custom date**: Offer and Product access will remain active until the custom date you select.
* **Cancel now**: If you cancel a subscription immediately, payments will stop, and Offer and Product access will be revoked instantly.

<img alt="Cancelation options" />

#### Canceling a subscription in PayPal

##### Customer initiated self-cancelations

For PayPal subscriptions to reflect cancelations in Kajabi, your customer must manually cancel their subscription in their PayPal account. After it has been canceled, PayPal will automatically notify you about the cancelation, and the Offer and associated Product access will be revoked on the last day of the customer's billing cycle.

##### Hero initiated self-cancelations

If you need to cancel a PayPal subscription, the Offer and Product access will be revoked on the last day of their billing cycle. [Learn how to cancel PayPal subscriptions](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription#h_0aae4dd9-c6af-46ba-bc8e-c18172f287bf) for step-by-step instructions.


# What happens when a customer subscription payment fails
Source: https://help.kajabi.com/articles/sales/offers/what-happens-when-a-customer-subscription-payment-fails

Understand how payment failures are handled across different payment processors and what happens to Product access.

Although we wish they didn't, **payment failures** happen. So, what happens if they do?

With the various payment processor options, including Kajabi Payments, Stripe, and PayPal, failed payments may revoke access to the Product(s) included with the purchased Offer.

## Subscription payment failure by payment processor

### Kajabi Payments

What happens when a subscription payment has failed?

Stripe manages the retry payment schedule. If your site has **auto-revoke** enabled (under **Settings** > **Payment Settings**), access to the **Offer** will be revoked when retries are exhausted.

[Learn more about how Kajabi Payments handles failed payments](/articles/sales/kajabi-payments/how-to-manage-failed-payments-with-kajabi-payments).

### Stripe

Stripe provides customizable solutions for managing failed payments, including:

* Customize Stripe's Retry schedule if a payment failure occurs
* Create [Customer emails](/articles/api-integrations/payment-integrations/how-to-set-up-automated-emails-with-stripe-when-payments-fail) to send when a card payment fails
* Adjust the **Subscription Status** to determine the action that will occur if all retries for payment fail

<img alt="Stripe failed payment settings" />

If you configure your Stripe failed payments settings so that the Subscription Status cancels the subscription if all retries for payment fail, once a subscription payment has failed and surpassed the maximum attempt of retries set by you in your settings, your customer will automatically lose access to the Product(s) included with their Offers.

If you select another option and do not configure your Stripe failed payments settings so that the Subscription Status cancels the subscription if all retries for a payment fail, your customers with failed payments will NOT automatically lose access to the Product(s) included with their Offer(s).

These changes are recorded in both your customers' Contact Profile under their Purchases and in your Stripe account.

[Learn how to manage failed payments in Stripe](/articles/api-integrations/payment-integrations/how-to-manage-failed-payments-in-stripe).

### PayPal

When a PayPal recurring payment fails, customers can access your Product(s) included with their purchased Offer until the recurring payment (i.e., subscription) has been canceled or its access manually revoked. You can view failed payments by logging into your PayPal account.

To ensure that your customers with failed payments cannot access your Product(s) included with their purchased Offer, you must revoke access to their previously purchased Offer in Kajabi.

[Learn how to cancel your customer's subscriptions](/articles/contacts/manage-your-contacts/how-to-cancel-your-customers-subscription#h_01F1G6JW081TVSHKC0NHN9P2QD).

[Learn to manage failed payments in PayPal](/articles/api-integrations/payment-integrations/how-to-manage-failed-payments-in-paypal).


# Difference between purchasing a free Offer and granting an Offer
Source: https://help.kajabi.com/articles/sales/offers/what-is-the-difference-between-purchasing-a-free-offer-and-granting-an-offer

Understand the key differences between granting an Offer and selling a free Offer to customers.

Purchasing a **free Offer** and **granting an Offer** to a customer may seem similar, but there are some distinct differences to keep in mind.

**Granting an Offer** gives a customer free access to a paid Offer, putting you in control of who can access your Offer for free.

**Selling a Free Offer**, on the other hand, means your Offer is publicly available for free to all potential customers.

Although Granted Offers and Free Offers ultimately give customers access to your content for free, purchasing a free Offer requires your customer to go through your Offer checkout process while a Granted Offer does not.

## What to do if customers don't receive the Offer Grant Email

Your Offer Grant Email is categorized as a bulk email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email.

If you need additional assistance sending your Offer Grant Email to your customers, reach out to our support team.

## FAQs

### How is a customer granted an Offer?

Customers can be granted an offer at the time they are imported to your contacts list, directly from your contacts list, or through automation.

[Learn more about how to grant an offer](/articles/sales/offers/how-to-grant-an-offer).

### How does a customer purchase a free Offer?

Once you have created a live offer and set the price to free, potential customers can go through your checkout page to make their purchase.

[Learn more about how to create a free offer](/articles/sales/offers/how-to-create-a-free-offer).

### Who receives the Offer Grant Confirmation email?

Newly imported or existing customers who are granted an offer that are subscribed to receive your marketing emails.

### Who receives the Offer Purchase Confirmation email?

New and existing customers who go through the checkout process and purchase a new offer on your site.

### Who receives the Member Welcome email?

New customers who are created manually on your site and granted an offer.

[Learn more about how to manually add a new customer to your site](/articles/contacts/manage-your-contacts/how-to-manually-add-a-new-customer-to-your-site).


# Will existing customers be affected by an Offer price change?
Source: https://help.kajabi.com/articles/sales/offers/will-my-existing-customers-be-affected-if-i-update-the-price-of-their-offer

Existing customers with active subscriptions or payment plans are not affected by Offer pricing updates.

Your existing customers with active subscriptions or payment plans will not be affected if you **update the price** of your Offer.

Any changes to your pricing will only apply to new customers. It will not affect those who have already purchased.

[Learn to edit your Offer pricing plan](/articles/sales/offers/how-to-create-a-pricing-plan-for-your-offer).


# Blog overview
Source: https://help.kajabi.com/articles/website/blog/blog-overview

Set up your Blog by configuring settings and creating your first Blog Post.

## Overview

Your Blog in Kajabi allows you to share content with your audience. Before creating posts, configure your Blog Settings and create your first Blog Post.

Your Blog Settings contain the SEO and Sharing information for your Blog homepage and all Blog Posts without individual SEO settings. [Learn to configure SEO and Sharing settings for your Blog](/articles/website/blog/how-to-configure-seo-and-sharing-settings-for-your-blog).

<Note>
  **Note:**
  When creating Blog Posts, configure individual SEO settings for each Blog Post or it will default to the main SEO and Sharing Information configured in the Blog Settings.
</Note>

## Create a Blog post

1. Open the **Website** tab from the Dashboard
2. Click **Blog**
3. Navigate to the top right corner and click **+ New Blog Post**

<img alt="Create new blog post" />

## Customize a Blog post

Remember, customizing your Blog Settings sets up your SEO and Sharing information for the Blog homepage and all Blog Posts that do not contain individual SEO settings. To set up individual SEO settings for each Blog Post, read [How to Configure SEO and Sharing Settings for your Blog](/articles/website/blog/how-to-configure-seo-and-sharing-settings-for-your-blog).

Read [How to Create a Blog Post](/articles/website/blog/how-to-create-a-blog-post) for more details:

* [Add Media](/articles/website/blog/how-to-add-media-to-your-blog-posts) to your Blog Post
* [Set a specific publishing date](/articles/website/blog/how-to-create-a-blog-post#set-a-specific-publish-date) for your Blog Post
* [Create Tags](/articles/website/blog/how-to-create-a-blog-post#adding-tags-to-your-blog-posts) to organize and categorize your Blog Posts

<div>
  <iframe />
</div>

[Learn to add media to your blog posts](/articles/website/blog/how-to-add-media-to-your-blog-posts).

## Design the Blog

### Customize your Blog post page

1. Open the **Website** tab from the Dashboard
2. Click **Pages**
3. Click **Customize** next to **Blog Post**

<img alt="Customize blog post page" />

The Blog Post page is similar to the main Blog homepage with the addition of the Blog Post Body.

**Blog Post Body** allows you to include additional blocks at the bottom of your Blog Posts:

* Call to Action (CTA)
* Image
* Opt-in

<div>
  <iframe />
</div>

Read [How to Design Your Blog Posts](/articles/website/pages/how-to-design-your-blog-posts) for more details.

<Note>
  **Note:**
  Designing your Blog Posts will automatically render across all your Blog Posts, both existing and future.
</Note>

### Blog page

Your blog in Kajabi is integrated onto your site as a standard website page.

Customize the overall look and feel of your blog by customizing the [Blog](/articles/website/pages/how-to-design-your-blog-homepage), [Blog Post](/articles/website/pages/how-to-design-your-blog-posts), and [Blog Search](/articles/website/pages/how-to-design-your-blog-search-page) website pages.

**Customize your Blog page:**

1. From inside the editor click the **Page Dropdown** at the bottom of the **Sidebar Editor** and select **Blog**

<div>
  <iframe />
</div>


# Customize the blog sidebar
Source: https://help.kajabi.com/articles/website/blog/customizing-your-blog-sidebar

Build the blog sidebar to help visitors navigate seamlessly with links, opt-ins, buttons, a search bar, and more.

## Overview

Your blog sidebar is a powerful tool for redirecting visitors to additional content with images, links, and opt-ins. You can use it to showcase recent blog posts, communicate author information, and include an All Categories link to view all of your blog categories.

<div>
  <iframe />
</div>

## Customize the blog sidebar

### Set up the sidebar

1. Open the **Website** tab from the Dashboard.
2. Click the **Pages** tab.
3. Select the **Blog** page from the list of Website pages.
4. Under Sections, select **Blog Listings**.
5. Check **Show Sidebar**.
6. Click **Add Content** and begin building the blog sidebar:

<div>
  <iframe />
</div>

## Sidebar blocks

You can add the following blocks to your blog sidebar:

* Author
* Call to Action
* Categories
* Custom Block
* Image
* Recent Posts
* Sidebar Search
* Social Links

### Author

Add your information as the author and customize the text displayed including Name, Title, Bio, and Image.

<img alt="Author block" />

### Call to Action

Use a Call to Action to encourage an immediate response from your visitors to:

* Lead a visitor to a custom **Landing Page**
* Lead to a sale by going to a **Checkout Page**
* Encourage your audience to **download a file**
* Lead to any website page with a **URL link**
* Open a **Two-Step Optin Popup**
* Act as a link to **lead to a section of the page**

<img alt="Call to Action block" />

### Categories

Use Categories to easily filter through your blog posts when visitors view your blog. Read [How to Categorize your Blog Posts](../../website/blog/how-to-categorize-your-blog-posts) for details.

<img alt="Categories block" />

### Custom Block

Create custom blocks in your blog sidebar to include images, a Call to Action (CTA), and additional text content.

<img alt="Custom Block" />

### Image

Add an image to your sidebar to enhance the visual experience of your blog homepage and act as an optional button by configuring the Image Action.

<img alt="Image block" />

### Recent Posts

List your most recent posts for your blog visitors to easily access.

<img alt="Recent Posts block" />

### Sidebar Search

Add a search bar to the homepage of your blog for your visitors to easily search your blog posts.

<img alt="Sidebar Search block" />

### Social Links

Include Social Links to connect your blog visitors to your social networking pages. Simply copy and paste your social networking page URL to its corresponding text box in the Sidebar Editor.

<img alt="Social Links block" />

## Rearrange sidebar blocks

1. In the sidebar editor, click **Blog Listings**.
2. Navigate to the **Sidebar** section.
3. Hover your mouse over the `=` and drag the sidebar blocks to the desired location.
4. Click **Save** to keep the changes:

<div>
  <iframe />
</div>

## Sidebar containers

Separate your sidebar by putting it in a Container. In the Sidebar container settings, you can change the Container Background, Border, Border Width, Border Radius, and Box shadow.

<img alt="Sidebar Container settings" />


# Embed a podcast
Source: https://help.kajabi.com/articles/website/blog/embed-a-podcast

Add an externally hosted podcast player to a Kajabi page, blog post, or Course Lesson using embed code.

## Overview

If you host your podcast on a third-party service, you can embed the podcast player directly into your Kajabi pages, blog posts, or course lessons using embed code.

<div>
  <iframe />
</div>

<Note>
  **Note:** This process is only for integrating with a third-party podcast host.
</Note>

## Embed a podcast player

1. Copy the embed code from your podcast hosting service.
2. Open the `<>` **source code** of the page where you want to embed the player.
3. Paste the embed code in the `<>` **source code** of the destination Kajabi page.

<Note>
  **Note:** Follow these same instructions to embed your podcast player in a Course Lesson, Page, or Blog Post. Remember to always paste the embed code in the source code of the text section on the page.
</Note>

In the example below, Libsyn is used to host the podcast.

1. Copy the embed code and paste it in the `<>` **source code** of the page:

<div>
  <iframe />
</div>


# Add a search bar to a blog
Source: https://help.kajabi.com/articles/website/blog/how-to-add-a-blog-post-search-bar-in-your-blog

Enable visitors to find specific blog content by adding a search bar to the blog sidebar.

## Overview

A search bar allows your blog visitors to quickly find specific content within your blog posts. You can add a sidebar search to your blog homepage for easy navigation.

<div>
  <iframe />
</div>

## Add a search bar to the blog

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Select the **Blog** page from the list of website pages.
4. Click **Blog Sidebar** from the sidebar editor.
5. Click **Add Content** under the Sidebar section.
6. Select **Sidebar Search**.
7. Click **Save**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Be sure to check **Show Sidebar** to display your Sidebar Search.
</Tip>


# Add a call to action to a blog post
Source: https://help.kajabi.com/articles/website/blog/how-to-add-a-call-to-action-to-an-individual-blog-post

Encourage blog visitors to take action using an image or link as a call to action.

## Overview

A Call to Action (CTA) is typically used to provoke a response from your visitors by encouraging them to click on something. You can use an image or a link as a call to action in your blog posts to encourage your visitors to visit one of your landing pages, a checkout page, an opt-in page, or any other web page with a URL link.

<div>
  <iframe />
</div>

<Note>
  **Note:** Looking to add or remove the call to action block on every blog post? [Learn to design blog posts](../../website/pages/how-to-design-your-blog-posts).
</Note>

## Use an image as a call to action

With Kajabi you can use an image to act as a button, allowing you to use your design and brand for your call to action.

To use an image as a call to action in your blog post, upload your image and configure it as your call to action.

### Step 1. Upload the image

1. Select the **Website** tab from the Dashboard.
2. Click **Blog**.
3. Select or create a Blog Post.
4. Locate the **Post Details** section.
5. Enter call to action text to let the reader know to click the image.
6. Select **Upload image**.
7. Choose the file and click **Open**:

<div>
  <iframe />
</div>

### Step 2. Insert link

1. Select the uploaded image with the cursor.
2. Click the **Insert/edit link** button in the Content Editor.
3. Enter the **URL** of the page you want the call to action to lead to.
4. Select **New window** from the **Target** dropdown menu.
5. Click **Ok**.
6. Click **Save**.
7. Click **Preview** to test the call to action:

<div>
  <iframe />
</div>

## Use a link as a call to action

Communicate a call to action with a simple link when building a blog post.

### Add a link call to action

1. Select the **Website** tab from the Dashboard.
2. Click **Blog**.
3. Select or create a Blog Post.
4. Locate the **Post Details** section.
5. Click the **Insert/edit link** button in the Content Editor.
6. Enter the **URL** of the page you want the call to action to lead to.
7. Enter the Text to display for the link.
8. Select **New window** from the **Target** dropdown menu.
9. Click **Ok**.
10. Click **Save**.
11. Click **Preview** to test the call to action:

<div>
  <iframe />
</div>


# Add a Disqus comments section to blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-add-a-comments-section-to-your-blog-posts

Integrate Disqus with your Kajabi blog to enable discussions and moderate comments.

## Overview

Disqus is a comment hosting service that makes it easy to moderate comments and gauge engagement on your blog posts. By integrating Disqus with your Kajabi blog, you can enable discussions and build community around your content.

<div>
  <iframe />
</div>

## Add Disqus comments

### Step 1. Create a Disqus account

1. First, [Create a Disqus](https://disqus.com/profile/signup/) account.
2. In the prompt, click **I want to install Disqus on my site**.
3. Complete the **Create a new site** prompt and click **Create Site**:

<img alt="Create Disqus site" />

### Step 2. Copy Disqus shortname

1. Click **Settings** in the top menu.
2. Locate the **Shortname** header.
3. Copy the website shortname:

<div>
  <iframe />
</div>

### Step 3. Paste Disqus shortname into Kajabi

1. Log into your Kajabi Account.
2. Open the **Website** tab from the Dashboard.
3. Click **Pages**.
4. Select **Blog Post** from the list of website pages.
5. Click **Settings** in the top menu of the sidebar.
6. Select **Disqus Comments**.
7. Paste the Disqus shortname into the text box field.
8. Check the **Show Disqus Comments** box.
9. Click **Save** to apply and keep the changes:

<div>
  <iframe />
</div>


# Add a Facebook Like button to blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-add-a-facebook-like-button-to-your-blog-posts

Connect blog visitors to your social media by adding a Facebook Like button.

## Overview

Adding a Facebook Like button to your blog is a great way of connecting your members to your social media. With just one click your members can like your blog page.

<div>
  <iframe />
</div>

<Note>
  **Note:** Adding a Facebook Like button requires access to the Code Editor only available with the Kajabi Pro Plan. See [kajabi.com/pricing](https://kajabi.com/pricing) for details.
</Note>

## Step 1. Copy the Facebook Like button code

1. Generate the "Like" button code from Facebook's developer page: [https://developers.facebook.com/docs/plugins/like-button](https://developers.facebook.com/docs/plugins/like-button)
2. Copy the URL for one of the **Blog Posts**.
3. Paste it in the **URL to Like** field under the Like Button Configurator.
4. Click the **Get Code** button:

<div>
  <iframe />
</div>

After generating the code, copy the first code snippet provided in the popup:

<img alt="Code Snippet" />

## Step 2. Paste the first code snippet into the website template

Paste this code into the Website template code:

1. Open the **Website** tab from the Dashboard.
2. Click the **Pages** tab.
3. Locate the **Blog Post** page from the list of website pages.
4. Open the `…` icon.
5. Click **Modify Code**.
6. Open the `Layouts` folder.
7. Select the `theme.liquid` file.
8. Paste the code just after the opening `body` tag:

<div>
  <iframe />
</div>

## Step 3. Paste the second snippet into the website template

Lastly, paste the second code snippet:

1. Copy the second code snippet provided in the popup.
2. Open the `Sections` folder.
3. Open the `blog_post_body.liquid` file.
4. Scroll to the bottom of the page and paste the code.
5. Click **Save**:

<div>
  <iframe />
</div>

Click **Preview** and navigate to a Blog Post to preview your Facebook Like button.


# Add a two-step opt-in to a blog
Source: https://help.kajabi.com/articles/website/blog/how-to-add-a-two-step-optin-to-your-blog

Improve opt-in rates by adding a customizable two-step opt-in popup to your blog.

## Overview

A two-step opt-in is a popup that appears when a button or call to action is clicked on your page. This feature leverages human psychology to encourage opt-ins—by committing to the initial small step of clicking a call to action, your site visitor is more likely to commit to the next step of opting in.

<div>
  <iframe />
</div>

## What is a two-step opt-in?

**The two steps in the two-step opt-in:**

1. Click a button
2. Opt-in

With this simple feature, you can improve your rate of opt-ins with a customized, branded popup. Kajabi's two-step opt-in is an easy-to-use alternative to traditional opt-in popups.

**Plus, it's flexible.**

In your blog, you can use it to display a message, an image, or a Progress Bar—all to grow your list.

## Set up a two-step opt-in

### Step 1. Create and customize your two-step opt-in popup

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Select the **Blog** or **Blog Post** page from the list of Website Pages. Create a two-step opt-in popup for the main blog homepage or for every blog post.
4. In the sidebar, click **Two-Step Optin**.
5. Select **Show Popup** to view changes while you edit.
6. Customize the two-step opt-in popup to display the form and any additional blocks.
7. Uncheck **Show Popup** and click **Save** to apply the changes:

<div>
  <iframe />
</div>

### Step 2. Create a call to action button to trigger the two-step opt-in popup

To enable your two-step opt-in, set up a button or call to action to open the two-step opt-in when clicked.

Keep in mind, although you can create multiple call to action buttons in your blog homepage or blog posts to trigger your two-step opt-in, you can only create and customize one two-step opt-in popup for your blog homepage and one popup to appear across all blog posts.

For the purpose of this guide, you will create a call to action in the **Blog Sidebar** to enable the two-step opt-in popup when clicked.

#### Create a call to action in the blog sidebar

1. Navigate back to the sidebar editor.
2. Open the **Blog Listings** section.
3. Click **Add Content** under the Sidebar section.
4. Select **Call to Action**.
5. Locate **Button Action** in the sidebar control panel.
6. Select **Open two-step opt-in popup**.
7. Customize the button message and button appearance from the sidebar control panel.
8. Click **Save** to apply and keep the changes:

<div>
  <iframe />
</div>

[Learn more about customizing your blog sidebar](../../website/blog/customizing-your-blog-sidebar).

## Customize the two-step opt-in

### Edit two-step popup

Enable this setting to show the popup in the editor. Be sure to uncheck this before you finish editing.

### Edit the image block

If you choose to display an image in your popup, be sure to select **Show Image** on to display your uploaded image.

### Edit the form block

1. Click into the **Form** block in the sidebar editor.
2. Select a form from the dropdown menu labeled **Form**.

To select a form from the dropdown, you must first [create a Form](../../marketing/forms/create-and-build-your-form) in your Marketing tab.

#### Select a thank you page

Set up the action triggered after the form is submitted from the page:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL (Be sure to use the full URL. For example, [https://kajabi.com/](https://kajabi.com/))

<Note>
  **Note:** Leave blank to send your form submitters to the default Thank You page located under the Website Design tab or to the specified Thank You page set up in the [After Submissions settings](../../marketing/forms/how-to-use-the-after-submission-settings-in-forms) of the Form editor. Selecting the Thank You page from this dropdown will override the default Thank You page and the After Submission Form settings Thank You page.
</Note>

#### Button text

Customize your message displayed on the button to submit the form.

#### Form style

Customize the appearance of the form displayed in your popup:

* **Input Label** – change the appearance of the labels for the form fields
* **Button Style** – create a solid color button or an outlined button
* **Button Width** – choose to take up the full width of the form or the Auto size based on the button text
* **Button Color** – brand your button with your colors
* **Button Text Color** – brand your button text for solid buttons (selected in Button Style)

### Section appearance

Customize the Background Color and Text Color of your two-step opt-in popup.

### Add content

Include additional content to your popup:

* Images
* Text
* A Progress Bar to encourage urgency


# Add an opt-in form to blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-add-an-opt-in-form-to-your-blog-posts

Grow your email list by adding an opt-in block to the bottom of each blog post.

## Overview

Adding an opt-in block to the bottom of every blog post encourages your visitors to subscribe to your email marketing list, helping you grow your audience with each piece of content you publish.

<div>
  <iframe />
</div>

## Add an opt-in to the blog post body

1. Open the **Website** tab from the Dashboard.
2. Click **Website Pages**.
3. Select **Blog Post** from the list of website pages.
4. In the sidebar panel, click **Blog Post Body**.
5. Navigate to **Blog Post Opt In**.
6. Select the checkbox next to **Show Opt In**.
7. Select the **Form** you want to connect. [Learn to create Forms](../../marketing/forms/create-and-build-your-form)
8. Customize the opt-in.
9. Click **Save** to apply the changes:

<div>
  <iframe />
</div>

Looking to create a two-step opt-in for your blog page instead? Check out [this guide](../../website/blog/how-to-add-a-two-step-optin-to-your-blog) to learn how.

## Customize the blog post body opt-in

Customize the opt-in in your blog posts by customizing your chosen block:

* [Form & Text](../../website/pages/add-a-basic-content-section-to-your-page#h_8913657d-4003-45dd-a3c5-dae33a8b37b2)
* [Hero with Form](../../website/pages/how-to-add-a-hero-section#h_79ffc99e-df97-48ec-8a61-d1bf0299a31e)
* [Opt-in Form](../../website/pages/how-to-add-a-form-to-your-page)
* [Inline opt-in Form](../../website/pages/how-to-add-a-marketing-events-section#h_7b23a5e0-01ea-46aa-a8e2-9993ed3657fa)
* [Two Step Optin](../../website/pages/how-to-use-the-two-step-optin-popup)


# Add Facebook comments with the legacy template
Source: https://help.kajabi.com/articles/website/blog/how-to-add-facebook-comments-to-your-blog-posts-with-the-legacy-template

Enable Facebook comments on blog posts built with the Premier legacy template.

## Overview

This article covers how to add Facebook comments to blog posts built with the Premier legacy template. If you are using Kajabi Pages or Website Builder, please refer to the [updated guide](../../website/pages/how-to-add-facebook-comments-to-your-page).

<div>
  <iframe />
</div>

<Note>
  **Note:** To add Facebook comments, you will need to be on a Kajabi Pro account to access the code editor. Learn about the different plans [here](https://kajabi.com/pricing/).
</Note>

## Step 1. Get the Facebook Comments code

To add Facebook comments to a blog post, log into your Facebook account and follow [this link](https://developers.facebook.com/docs/plugins/comments) to configure and generate HTML snippets for the Facebook Comments plugin:

1. Copy and paste the blog page URL into the Comments Plugin Code Generator URL field.
2. Enter the number of posts (or comments) to display on the page.
3. Click **GET CODE**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Keep two tabs open in your browser for your Kajabi Blog and the Facebook Comments Plugin Code Generator to easily switch back and forth during the process of adding Facebook Comments to your page.
</Tip>

## Step 2. Open the Code Editor in Kajabi

Once the code snippets are generated, head back to Kajabi and enter the Blog Post code editor:

1. Open the **Website** tab from the Dashboard.
2. Select **Pages**.
3. Locate the **Blog Post** page template.
4. Click `…` on the far right and choose **Modify code**:

<div>
  <iframe />
</div>

## Step 3. Paste the first code snippet into Kajabi

Open the `Layouts` folder in the code editor:

1. Click on the `theme.liquid` file.
2. Scroll down to the `<body>` tag (usually around line 70 of a freshly installed template).
3. Copy the first code snippet from the Comments Plugin Generator.
4. Paste the code snippet one line below the `<body>` tag.
5. Click **Save**:

<div>
  <iframe />
</div>

## Step 4. Paste the second code snippet

Open the `Templates` folder in the code editor:

1. Click on the `blog_post.liquid` file.
2. Locate the `{% section "blog_post_body" %}` tag (usually around line 5 of a freshly installed template).
3. Copy the second code snippet from the Comments Plugin Generator.
4. Paste the second code snippet one line below the `{% section "blog_post_body" %}`:

<div>
  <iframe />
</div>

## Step 5. Configure the second code snippet

Finally, to get your Facebook Comments to fully function on all of your blog posts:

1. Replace the site URL within the quotations in the second code snippet with this exact text: `#####{{canonical_url}}`

<div>
  <iframe />
</div>

For example, if the second code snippet began like this:

`<div class="fb-comments" data-href="https://help.kajabi.com/blog/getting-to-know-the-how-tos"data-numposts="3" data-width=""></div>`

It would be changed to look like this:

`<div class="fb-comments" data-href="#####{{canonical_url}}" data-numposts="3" data-width=""></div>`

Click **Save** and preview your blog posts to see Facebook Comments near the bottom of the page.


# Add media to blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-add-media-to-your-blog-posts

Enhance blog post content by adding video or audio to the top of each post.

## Overview

Add video or audio to the top of your blog posts to enhance and optimize your blog post content. Each blog post can contain either a single video or a single audio file at the top of your blog post.

<div>
  <iframe />
</div>

<Note>
  **Note:** Include additional media by embedding your video content or audio file into the source code of your Post Details. [Learn more](../../website/blog/how-to-embed-a-video-to-a-blog-post)
</Note>

## Video

### Add a video to a blog post

1. Open the **Website** tab from your Dashboard.
2. Then, open the **Blog** tab.
3. Select an existing Blog Post or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. Click **Video** in the Media card.
5. Open the **Select Video** dropdown menu.
6. Select **Upload a New File** or **Select a Recent File** to select the video you wish to upload.
7. Upload your selected file and click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn about the video formats supported by Kajabi](../../products/courses/video-formats-supported-by-kajabi).

### Add a thumbnail image for the video

1. Open the **Website** tab from your Dashboard.
2. Then, open the **Blog** tab.
3. Select an existing Blog Post or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. Click **Select Image** in the Blog Image card.
5. Select **Upload a New File** or **Select a Recent File** to select the image you wish to upload.
6. Upload your selected file and click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

## Audio

### Add an audio file to a blog post

1. Open the **Website** tab from your Dashboard.
2. Then, open the **Blog** tab.
3. Select an existing Blog Post or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. Click **Audio** in the Media card.
5. Open the **Select Audio** dropdown menu.
6. Select **Upload a New File** or **Select a Recent File** to select the video you wish to upload.
7. Select your mp3 file to upload.
8. Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn about the audio formats supported by Kajabi](/articles/products/courses/supported-audio-formats).

### Add a thumbnail image for the audio player

<img alt="Audio thumbnail" />

### Upload the thumbnail image

1. Open the **Website** tab from your Dashboard.
2. Then, open the **Blog** tab.
3. Select an existing Blog Post or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. Click **Select Image** in the Blog Image card.
5. Select **Upload a New File** or **Select a Recent File** to select the image you wish to upload.
6. Upload your selected file and click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>


# Categorize blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-categorize-your-blog-posts

Organize blog posts by assigning tags that display as categories for easy navigation.

## Overview

Organize your blog posts by assigning tags. This will feature your tags as categories when viewing your blog. By adding tags to your blog posts, your blog visitors can easily view all categories or view all blog posts within a specific category.

<div>
  <iframe />
</div>

## Step 1. Add tags to blog posts

Tagging your blog posts is a great way to keep them organized.

After adding the tags and saving your changes, the tags will be displayed as categories on your blog homepage.

### Add tags to a blog post

1. Open the **Website** tab from your Dashboard.
2. Then, click **Blog**.
3. There, select an existing Blog Post or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. On the right side of the page, enter your tag title to search or create a new tag in the **Organization** section of the Blog Post Editor.
5. Select your existing tag or click **tab/enter** after entering your new tag to apply.
6. Then, click **Save**:

<div>
  <iframe />
</div>

## Step 2. Display categories on the blog homepage

With the Website Page Editor, you can customize your blog homepage to display all of your categories in the sidebar.

### Add a categories section to the blog sidebar

1. Open the **Website** tab from your Dashboard.
2. Select the **Pages** tab.
3. Click the **Customize** icon next to Blog.
4. Under Sections, select **Blog Listings**.
5. Scroll down to the **Sidebar** section and check **Show Sidebar on Desktop**.
6. Click **Add Content** to begin building your blog sidebar.
7. Select **Categories**.
8. Customize the text displaying the Heading and All Categories Language.
9. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

## Delete categories

You may find that you need to delete a category because you have reached your account's tag limit, or want to use a different tag for that category.

### Delete a category

1. Open the **Website** tab from your Dashboard.
2. Click **Blog**.
3. Select an existing Blog Post.
4. In the **Organization** section on the right-hand side, click the **x** icon on the tag you wish to delete.
5. Press **Save** to save your changes:

<div>
  <iframe />
</div>


# Configure SEO and sharing settings for a blog
Source: https://help.kajabi.com/articles/website/blog/how-to-configure-seo-and-sharing-settings-for-your-blog

Optimize search engine visibility and social sharing by configuring SEO settings for your blog and individual posts.

## Overview

The SEO and sharing settings for your blog display information about your blog on search engines and social media websites, and may be displayed when your blog is shared by text or email. Properly configuring these settings helps increase your blog's visibility and traffic.

## SEO and sharing settings for the blog page

The SEO and sharing settings for your blog will display information about your blog on search engines and social media websites and may be displayed when your blog is shared by text or email.

With this in mind, it is important to understand that if you do not complete your blog SEO and sharing settings, the results will default to the [SEO settings in your Site Details](../../website/pages/seo-and-sharing#h_916d67e7-770b-4b3e-97ab-6571a5e1c57e).

### Blog page settings

* Customize the Page Title for your blog
* Provide a description for your blog
* Upload an image for your blog

<img alt="SEO and Sharing Settings for Blog" />

[Learn to optimize your Page Title and Description](../../resources/business-guides/get-started-with-seo).

## SEO and sharing settings for each blog post

The SEO and sharing settings for your blog posts will display information about your post on search engines and social media websites and may be displayed when your post is shared by text or email.

With this in mind, it is important to understand that if you do not complete your SEO and sharing settings for each blog post, the results will default to the [SEO settings in your Site Details](../../website/pages/seo-and-sharing#h_916d67e7-770b-4b3e-97ab-6571a5e1c57e).

### Blog post settings

* Customize the backend of the Blog Post URL address
* Enter the Page Title for the blog post
* Provide a page description for your blog post
* Upload an image for your blog post SEO

<img alt="SEO and Sharing Settings for Post" />

[Learn to optimize your Page Title and Description](../../resources/business-guides/get-started-with-seo).

## Customize blog page SEO and sharing settings

### Customize blog page settings

1. Open the **Website** from your Dashboard.
2. Then, click **Blog**.
3. From there, click **Settings**:

<div>
  <iframe />
</div>

### Configure individual blog post settings

1. Open the **Website** from your Dashboard.
2. Then, click **Blog**.
3. There, select the Blog Post you want to edit.
4. Scroll down to the bottom of the page to **SEO and Sharing**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To ensure that each blog post has SEO and sharing set up, fill out each blog post's SEO and Sharing section when creating the blog post.
</Tip>

## Edit your blog post URL

The blog post URL is based on the title of the post by default. You can edit the URL to your preference:

<div>
  <iframe />
</div>

<Note>
  **Note:** All blog URLs will have /blog/ before the blog title.
</Note>

## RSS feed

Yes, all Kajabi sites will have an RSS feed for the blog automatically generated. You can find your blog's RSS feed by starting with your domain or subdomain, adding /blog.rss, and then entering it into your browser.

For example: `https://your-site-name.mykajabi.com/blog.rss`

<Note>
  **Note:** If you have connected a custom domain to your site, use your custom domain for your RSS feed.
</Note>


# Create a blog post
Source: https://help.kajabi.com/articles/website/blog/how-to-create-a-blog-post

Create, edit, schedule, and organize blog posts from the Blog tab.

## Overview

All of your blog posts (both published and unpublished) can be found by navigating to the Blog tab nested under the Website tab of your Kajabi Dashboard. You can create, edit, schedule, and organize your posts all from one place.

<div>
  <iframe />
</div>

Looking to design your blog posts? [Learn to design blog posts](../../website/pages/how-to-design-your-blog-posts) to learn more.

## Add a post to your blog

To add a new post to your blog:

1. Open the **Website** tab from your Dashboard.
2. Then, select the Blog tab.
3. In the top right corner, click **+ New Post**:

<div>
  <iframe />
</div>

[Learn to add media to your blog posts](../../website/blog/how-to-add-media-to-your-blog-posts).

<Note>
  **Note:**
  The slug "search" is reserved and cannot be used as a blog post URL slug. Blog post images are resized to 1280 x 720 pixels and have a maximum upload size of 5 MB.
</Note>

<Tip>
  **Tip:** After saving your new blog post, click the Preview icon that appears just below your post title in the editor to view a preview of your post.
</Tip>

## Set a publishing date

Do you like to work ahead on your blog? With Kajabi you can schedule a blog post to be published at a future date. This is also a great tool to use if you need to migrate your blog posts over to Kajabi from another platform like WordPress. You'll be able to keep your publication dates consistent with your former blog dates, and schedule future posts with ease.

### Set a specific publishing date

1. Open the **Website** tab from your Dashboard.
2. Then, click **Blog**.
3. Choose an existing **Blog Post** or create a new one.
4. Click **Set a specific publishing date**.
5. Select a date when your blog post will be published and click **Apply**:

<img alt="Set a Specific Publishing Date" />

## Add tags to posts

Tagging your **Blog Posts** with category tags is a great way to keep them organized and easy to find. After adding your tags and saving your changes, the tags will be displayed as categories on your blog homepage.

<Note>
  **Note:** Worried about reaching your Kajabi tag limit of 100 tags? Don't be. Tags in your blog posts are only used for organization and are separate from the tags used in your Contacts tab. Your tag limit will only apply to the tags created for your Contacts.
</Note>

### Add tags to blog posts

1. Open the **Website** tab from your Dashboard.
2. Then, click **Blog**.
3. Select an existing Blog Post or create a new one.
4. Locate the **Organization** card in the right sidebar.
5. Click into the **Tags** field.
6. Select an existing tag from the dropdown or type the name of a new tag and press Enter.
7. Then, click **Save**:

<div>
  <iframe />
</div>


# Delete a blog post
Source: https://help.kajabi.com/articles/website/blog/how-to-delete-a-blog-post

Permanently remove a blog post from your site. This action cannot be undone.

## Overview

If you need to remove a blog post from your site, you can delete it from the Blog editor. Be aware that this action is permanent and cannot be undone.

<div>
  <iframe />
</div>

## Delete a blog post

1. Open the **Website** tab from your Dashboard.
2. Click **Blog**.
3. Click the edit icon on an existing **Blog Post**.
4. Scroll to the bottom of the edit page and select **Delete Blog Post**.
5. Confirm the deletion:

<div>
  <iframe />
</div>

<Warning>
  **Warning:** Deleted content cannot be recovered. This action cannot be undone.
</Warning>


# Embed a video in a blog post
Source: https://help.kajabi.com/articles/website/blog/how-to-embed-a-video-to-a-blog-post

Add video content from external sources like YouTube into blog posts using embed code.

## Overview

You can embed video content from external sources like YouTube directly into your blog posts using embed code. This allows you to include additional video content beyond the single video upload option in the media card.

<div>
  <iframe />
</div>

## Embed a video in a blog post

Looking to upload your video to your blog post? [Learn to upload media to blog posts](../../website/blog/how-to-add-media-to-your-blog-posts) to learn how to upload media to your blog posts.

First, copy the embed code for the video you would like to use.

1. If you are embedding a video from YouTube, click **Share** under the video player:

<img alt="YouTube Share button" />

2. Then, click **Embed**.

<img alt="YouTube Embed option" />

3. From there, copy the Embed Code:

<img alt="YouTube Embed Code" />

Next, you will need to paste the Embed Code into the Source Code of your blog post:

1. Open the **Website** tab from the Dashboard.
2. Then, click **Blog**.
3. Edit an existing **Blog Post** or [create a new one](../../website/blog/how-to-create-a-blog-post).
4. Open the source code of the Content section on the **Blog Post** (click the `<>` symbol in the top of the toolbar).
5. Paste the embed code and click **Ok**.
6. Click **Save** to update your post.


# Remove tags from blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-remove-tags-from-blog-posts

Reorganize blog categories by removing tags from specific posts.

## Overview

If you need to reorganize your blog categories or remove a tag from a specific post, you can easily remove tags from the Blog Post editor.

## Remove tags

1. Open the **Website** tab from the Dashboard.
2. Click **Blog**.
3. Select an existing **Blog Post**.
4. Navigate to the **Organization** section of the editor.
5. Click **x** next to the tag you wish to remove.
6. Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Upload a file to blog posts
Source: https://help.kajabi.com/articles/website/blog/how-to-upload-a-file-to-your-blog-posts

Deliver supplemental resources like PDFs and images to blog visitors through downloadable files.

## Overview

Deliver supplemental resources to your blog post visitors including PDFs, images, graphics, and more. To add a downloadable file, you will need a standalone landing page, your downloadable file, and a call to action button.

<div>
  <iframe />
</div>

With Kajabi's many features, you can upload your downloadable file onto a landing page and design a landing page specific to your file. Then, when your blog post visitors click your call to action button in your blog post, they will be redirected to your landing page encouraging them to download your file.

## Step 1. Create a landing page

To give access to your downloadable file from your blog post, you will need to create a separate landing page on Kajabi to hold your file.

In order for your blog post visitors to access your file, they will need to click a button to be redirected to your custom landing page containing your file.

First, you will need to create and customize your landing page to showcase your file.

### Create a landing page with a downloadable file

1. Open the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Then, open your **Landing pages** folder.
4. Click **+ New Landing Page**.
5. Select the template that fits your design and brand.
6. Enter your page title.
7. Click **Create**:

<div>
  <iframe />
</div>

### Add a Call to Action section for the downloadable file

1. Click into the Section you wish to add your Call to Action (CTA) to.
2. Click **Add Content**.
3. Select **Call to Action**.
4. Open the **Call to Action** Block Setting from the sidebar panel.
5. Enter the text you wish to display on your button in the **Text** field.
6. Select **Download a file** from the Button Action dropdown menu.
7. Click **Pick file** to upload your file onto the page.
8. Customize your Call to Action button with the remaining Call to Action settings. [Learn more](../../website/pages/how-to-use-a-call-to-action)
9. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After configuring your Call to Action section, customize your page to highlight your Call to Action to easily direct your visitors to the file.

## Step 2. Link the landing page to the blog post

Now that you have prepared your landing page, it is time to add your landing page link to your blog post.

### Add the landing page link to the blog post

1. Navigate back to your Kajabi Dashboard.
2. Copy the link to your newly created landing page. [Learn more](../../website/pages/how-to-copy-your-page-link)
3. Then, open the Website tab and select **Blog**.
4. [Create a new Blog Post](../../website/blog/how-to-create-a-blog-post) or select an existing Blog Post to edit.
5. Enter the text for your link and select it with your cursor.
6. Click the **Insert/Edit Link** button in your Blog Post Text Editor.
7. Paste your Landing Page link in the URL box.
8. Select a **Target**:
   * **None** – Open the link in the current window
   * **New Window** – Open in a different window
9. Click **Ok**.
10. Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After completing this final step, your blog visitors will be redirected to your custom-created landing page when they click the link to download your file from your blog post.

Preview your blog post to test your visitor's experience.


# The 4 foundational habits of all successful bloggers
Source: https://help.kajabi.com/articles/website/blog/the-4-foundational-habits-of-all-successful-bloggers

Discover the four key habits that drive a sustainable, profitable blogging practice.

## Overview

The most successful bloggers spend 90-95% of their week in just four key areas. By focusing your efforts on these habits, you can build a sustainable and profitable blogging practice.

<div>
  <iframe />
</div>

## The 4 habits of successful bloggers

The most successful bloggers spend 90-95% of their week in just four key areas:

* **Create habit** – Successful bloggers publish content on their blog regularly. They are effectively using text, audio, or video to get their message out to the masses. Have a goal of producing one helpful piece of content each week, if possible. Over time, you'll have a vast depository of useful content to share with your audience.

* **Capture habit** – Successful bloggers are also religious about building and nurturing an email list. They are always looking for ways and opportunities to add more subscribers to their list. Two great places to create your list is in the right sidebar of your blog or at the end of your post. Kajabi simplifies this habit with the built-in features of your blog page.

* **Compile habit** – This habit alone separates the "hobby" bloggers from the full-time bloggers. Each week they are working on creating products and services that they plan to sell on their blog and to their email list. Two effective paid products to create are online courses and membership sites. Kajabi has your back here—you can easily create an online course, then sell it to your list or on your blog. Want recurring income month after month? Create a membership site on Kajabi and get monthly paying members in no time.

* **Connect habit** – The connect habit is all about getting traffic. Go to where your audience resides online and attract them to your blog. Having blog content makes the process so much easier. Share your blog posts on social media and drive traffic back to your site.

When planning out your week, spend time in each of these four critical areas, and you'll see your blogging efforts grow.

**Related Article**: [How to Build Your Online Business with the Hourglass Funnel](https://bloggingyourpassion.com/build-your-online-business/)


# Code-based customizations
Source: https://help.kajabi.com/articles/website/domains/code-based-customizations

Understand code-based customizations and best practices for adding custom code to a Kajabi site.

## Overview

Kajabi provides you with the flexibility to make your site your own through the use of custom code. However, adding custom code to your site is an advanced modification that may affect the functionality and the security of your site, which may result in unintended consequences.

Kajabi cannot guarantee the functionality or compatibility of any custom code with your site, and **all code-based customizations fall outside the scope of Kajabi Support**.

We advise Heroes to use vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code they intend to use and apply certain best practices to help reduce potential impact.

## Code-based customizations

You can use custom code-based modifications when a feature, functionality, or embedded content isn't available in Kajabi. All code-based customizations fall outside of the scope of Kajabi support.

Adding a custom modification usually involves pasting code provided by a third-party service into an acceptable location of your site. We recommend using an external tool like VirusTotal, Snyk, or any other tool you prefer to scan for vulnerabilities and malware for any custom code you intend to use from a third party.

Since these are code-based solutions, we cannot guarantee their functionality or compatibility with Kajabi. This includes, but is not limited to, their ability to function with our design, particularly their appearance on mobile devices or if it functions on all templates.

Things to think about when integrating third-party code:

* What is your objective for adding code to your site?
* Who wrote the code that you are adding to your site?
* Did you test your code before adding it to your site?

## Custom code recommendations

Code customizations can cause issues on your site with future updates to our platform. While we can't help further, many resources can point you in the right direction, including the following:

* Kajabi experts
* W3 Schools
* Stack Overflow
* Kajabi custom code articles (see links below)

## Common code types available to add to your site

### HTML

The code used to add content to a web page. When you add a block, you're adding HTML to your site.

### JavaScript

The code used to add interactivity to a web page. JavaScript works behind the scenes to make things like slideshows, sliders, and lightboxes work.

### CSS

CSS is the coding language used to apply style and design to a web page written in HTML.

You can use the CSS editor to customize:

* Fonts
* Colors
* Backgrounds

You shouldn't use CSS to customize:

* Padding
* Margins
* Floats
* Sizes (Blocks, Images, or Banners)
* Positioning

## Custom code integration articles

| Custom code integration article                                                                                                  | Description                                           |
| -------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| [How to add a custom section](/articles/website/pages/how-to-add-a-custom-section)                                               | Use custom sections to add custom code to your pages. |
| [How to add custom fonts](/articles/website/pages/add-custom-fonts)                                                              | Add custom fonts to your pages with custom fonts.     |
| [How to add custom code to your page](/articles/website/pages/add-custom-code-to-pages)                                          | Modify your site with custom code.                    |
| [How to embed custom code to your page with Premier](/articles/website/pages/how-to-embed-custom-code-to-your-page-with-premier) | Add custom code with pages built with Premier.        |
| [Connect a third-party payment gateway](/articles/api-integrations/payment-integrations/connect-a-third-party-payment-gateway)   | Connects your third-party payment gateway to Kajabi.  |


# Connect a custom domain
Source: https://help.kajabi.com/articles/website/domains/connect-a-custom-domain

Connect a custom domain to a Kajabi site by updating nameservers, configuring DNS settings, and setting up a custom email domain.

## Overview

Connecting a custom domain to your Kajabi site allows you to use your own branded URL instead of the default Kajabi subdomain. This guide walks you through connecting your domain via nameservers, managing DNS settings, and setting up a custom email domain.

## Connect a custom domain to Kajabi

To connect a custom domain to your Kajabi site, you must first purchase a domain. If you haven't done so already, follow our guide to help you get started in purchasing a domain, [How to purchase a domain name](/articles/website/domains/how-to-purchase-a-domain-name).

To connect your custom domain via nameservers, you will need to replace the existing nameservers in your domain registrar with the unique nameservers that Kajabi has created for you.

<Note>
  **Note:** Some domain name registrars ([such as Wix](https://support.wix.com/en/article/request-changing-name-server-ns-records-for-a-wix-domain)) may not have the capability to replace your existing name servers. We recommend contacting your domain name registrar to ensure that you will be able to replace your existing name servers with the unique name servers that Kajabi has created for you.
</Note>

<div>
  <iframe />
</div>

### Connect the custom domain

<Warning>
  **Important:** Do you have a webmail service (Google Workspace, Office 365, etc.) connected to your custom website domain? If yes, make sure you know who your webmail provider is and take a screenshot of all your original DNS records, including any MX (mail server) records, prior to updating your Nameservers.
</Warning>

1. Navigate to your Kajabi dashboard and open **Settings**
2. Click **Domain**
3. Click **Set up custom domain**
4. Select **Connect domain to Kajabi**
5. Enter your domain into the **domain name text box**
6. Click **Next**
7. The next page shows you two unique Nameservers that Kajabi has created for you.
8. On a separate page, log into your domain registrar account and navigate to the DNS Settings. These may include pairs like `jermaine.ns.cloudflare.com` and `joyce.ns.cloudflare.com`
   <Note>
     ***Important:*** Always refer to the Kajabi-provided nameservers displayed in your Domain settings or setup instructions for accuracy.
   </Note>
9. Navigate to your Nameservers in your Domain Registrar DNS settings.
10. Remove the existing Nameservers in your domain registrar.
11. Add the two Nameservers Kajabi has provided for you to your domain registrar.
12. Then, in the Kajabi Domain Settings page, then click **Done, verify domain**.

<Note>
  **Note:** DNS changes can take time to propagate across the internet.
</Note>

## DNS settings

If you have successfully connected your custom domain, you will then have access to DNS settings in your Domain Settings in Kajabi.

To access your DNS settings in Kajabi:

1. Open the Settings tab from the dashboard and click Domain.
2. Click into your connected domain.

From here you can view your DNS records and add the following custom records:

* A
* CNAME
* MX
* SRV
* TXT

If you've previously connected a webmail service (i.e. Google Workspace, Office 365) to your custom domain, check for the MX records in your Kajabi DNS Settings after connecting your domain to make sure they imported correctly. [Learn more about how to prevent an email disruption](/articles/website/domains/how-to-test-your-domain-connection-to-prevent-a-webmail-disruption).

<Note>
  **Note:** If you're using a webmail service and are experiencing issues sending and receiving emails after connecting your custom domain to Kajabi, you may need to manually add your MX records from your webmail service to your DNS Settings on Kajabi. [Learn more](/articles/marketing/email-campaigns/why-are-my-emails-not-sending-or-receiving-after-i-connect-my-custom-domain)
</Note>

## Connect a custom email domain

Once your domain is connected, you will have the option to send your Marketing emails from your custom domain.

<Note>
  **Note:** You must have a paid Kajabi account in order to set up a custom email domain. If you are on a free trial, you will not have access to this feature.
</Note>

**To set up the custom email domain:**

1. Click **Setup Custom Email Domain**.
2. Enter a From name, create a From email, and, optionally, add a Reply to email address.
3. Click **Save**. Your marketing emails will now be sent from your custom email domain.

## Limitations

* Custom domains cannot contain "kajabi" in the URL (e.g., `mybrand.kajabi.com` is not allowed). Domains that include Kajabi trademarks will be rejected.
* Each Kajabi site can have only one custom domain connected at a time.
* If the domain is not yet registered with a domain registrar, you will see the error "is not a registered domain."

## Custom domain best practices

* **Allow sufficient time to connect your custom domain.** We recommend that you complete this process well in advance of any product launch. This ensures you have enough time to test, troubleshoot, and resolve any potential issues before going live.
* If you are encountering a "Cloudflare error 1014 CNAME Cross-User Banned" error, please reach out to our support team for further assistance.

<Note>
  **Note:** We are aware that some Kajabi users in Spain are currently experiencing issues where their sites become temporarily accessible. To explain what's happening: Kajabi uses Cloudflare to help keep websites fast and secure. However, in Spain, major internet providers (like Movistar, Vodafone, and Orange) have recently been required by court orders to block certain Cloudflare IP addresses as part of anti-piracy efforts, especially during major events. It's important to note that Kajabi has no control over how Spanish ISPs enforce these national restrictions or Cloudflare's response. We're actively monitoring the situation and exploring options to reduce the impact for creators and their audiences in Spain. In the meantime, we recommend Spanish Heroes use their .mykajabi.com domain, which can help customers access your site more reliably.
</Note>

## Best practices

* Allow up to 48–72 hours for DNS propagation before assuming the change failed
* If verification fails after 72 hours, contact your registrar to ensure the name servers were applied correctly
* Take screenshots of the original DNS records before changing name servers so you can recreate important records with the new DNS host
* Do not remove Kajabi's name servers prematurely once verification starts

## FAQs

### How long does it take for my domain to connect?

DNS propagation can take up to 48–72 hours. Kajabi verification may complete sooner once the name servers are updated globally.

### Can I connect a subdomain?

Kajabi's name server method is for root domain connections. For subdomains, check Kajabi's domain documentation.

### What if my registrar won't let me change name servers?

Contact your registrar's support. If they can't change name servers, you can move DNS hosting to a provider that allows name server updates or ask Kajabi support for alternatives.

### How do I confirm my domain is verified?

After clicking **Done, verify domain**, check the domain settings page in Kajabi for a connected/verified status or use a DNS lookup to confirm the two Kajabi name servers are listed.

## DNS provider resources: GoDaddy

* [Replacing nameservers on GoDaddy](https://www.godaddy.com/help/change-nameservers-for-my-domains-664)
* [How to create a CNAME record with GoDaddy](https://www.godaddy.com/help/change-a-cname-record-19237)

<Note>
  **Note:** When replacing your nameservers on GoDaddy be sure to select the "Enter my own nameservers (advanced)" option.
</Note>


# Disconnect a custom domain
Source: https://help.kajabi.com/articles/website/domains/disconnect-your-custom-domain

Remove a connected custom domain from a Kajabi site.

## Overview

If you need to remove your custom domain from Kajabi, you can disconnect it from your Domain settings. This guide walks you through the disconnection process.

## Disconnect the custom domain

To disconnect a custom domain:

1. Open the **Settings** tab from the Dashboard.
2. Click **Domain**.
3. Select `...` next to the domain.
4. Click **Remove**:

<div>
  <iframe />
</div>


# Gmail & Yahoo email requirement updates
Source: https://help.kajabi.com/articles/website/domains/gmail-yahoo-email-requirement-updates

Understand Gmail and Yahoo email authentication requirements and the actions needed for custom email domains.

## Overview

Have questions about the Gmail and Yahoo email requirement updates? This guide covers what's happening, who needs to take action, and how to add a DMARC record to DNS.

## What's happening?

You may have heard about the email requirements for bulk senders starting February 4, 2024.

Yahoo and Gmail have separately announced updated requirements to deliver email to their platforms. Their goal is to better secure customers' inboxes and provide an improved consumer email experience.

The updated recommendations cover the following:

* **Ensure proper setup and authentication** - For senders to Yahoo or Gmail, both mail providers require that all emails be fully authenticated with Sender Policy Framework (SPF), Domain Keys Identified Mail (DKIM), and Domain-based Message Authentication, Reporting and Conformance (DMARC).
* **Make it easy to unsubscribe** - To provide a hassle-free experience for users, senders must support one-click unsubscribe in the List-Unsubscribe header in the email. This does not affect the visible Unsubscribe link in the body of the email. Both mailbox providers require senders to honor the unsubscribe request within two days.
* **Send emails that your subscribers want to receive** - To help reduce spam in their users' inboxes, both Yahoo and Gmail will enforce a spam complaint threshold of 0.3%. However, Kajabi enforces a complaint threshold of 0.2% to ensure email success for our Heroes. Exceeding this threshold will likely increase the number of blocked emails or emails being directed to the bulk folder.

Although this change will improve your email deliverability, there are actions you may need to take if you have a custom email domain connected to Kajabi.

## Which email providers are implementing changes?

[Google](https://blog.google/products/gmail/gmail-security-authentication-spam-protection/) and [Yahoo](https://blog.postmaster.yahooinc.com/post/730172167494483968/more-secure-less-spam) are adding email requirements for bulk senders starting February 2024.

## What do you need to do?

For our Kajabi Heroes, we are dedicated to empowering you with the tools necessary to succeed. Because of this, Kajabi has been hard at work building updates for our email tool to match the updated requirements.

Therefore, the majority of our Heroes will not need to take any action, and the updates to accommodate these requirements will not impact your email deliverability through Kajabi.

Additionally, your email metrics will not be impacted.

### If you send email from a Kajabi email domain:

You are already set up to match the updated requirements and there is nothing for you to do! All required DNS records are already in place for shared sending pools.

### If you send email from a custom sending domain and Kajabi controls your DNS:

There is nothing for you to do! SPF, DKIM, and PTR records are already in place, and DMARC records will be in place by February 4, 2024.

## Who needs to take action?

For Heroes with custom email domains who control their own DNS, there is one small action item: You will need to implement a DMARC.

If this applies to you, we will reach out with a reminder. If you don't add the DMARC record to your DNS by February 4, 2024, you will still be able to send email through Kajabi, but your custom email domain will be disabled, and your email will be sent from a shared sending pool.

**Not sure if you control your DNS? See below.**

### If you send email from a custom sending domain and you control your DNS:

You will need to add a DMARC record specific to your sending domain to your DNS by February 4, 2024. Your SPF, DKIM, and PTR records are already in place.

Unless you have an existing DMARC record, the following will need to be added to your DNS:

**Type**: `TXT`

**Name**: `_dmarc`

**Content (or Value)**: `"v=DMARC1; p=none; rua=mailto:dmarc_kjb@kajabi.com; pct=100; rf=afrf"`

(Be sure to include all special characters, e.g., "")

<img alt="Example of DMARC record added to GoDaddy" />

**If you already have a DMARC record and your parameter is set to `adkim=s`:**

If you have a DMARC record, without an ADKIM tag or an ADKIM tag is set to `adkim=r` (relaxed) and not `adkim=s` (strict), there is nothing more for you to do!

However, if your ADKIM tag is set to `adkim=s`, please reach out to our support team for assistance.

## Add a DMARC record to DNS

Adding a DMARC record to DNS will vary depending on the DNS Provider. Follow the instructions for the specific DNS Provider:

* GoDaddy
* CloudFlare
* Bluehost
* Namecheap
* SiteGround

<Warning>
  **Important:** The verification process can take up to 48 hours due to the timeframe for the Domain Name System (DNS) changes to propagate. To create a successful connection: (1) A custom subdomain has been added to ensure that your records don't interfere with existing domains. (2) Your DNS changes must propagate, meaning that Internet Service Provider (ISP) nodes across the world must update their caches with your new DNS information.
</Warning>

### GoDaddy

**To add a DMARC record to GoDaddy, add it as a TXT record:**

1. In your GoDaddy DNS Records, click **Add** and select **TXT** from the Type dropdown.
2. Enter the Name `_dmarc` into the **Name** field in GoDaddy.
3. Enter `"v=DMARC1; p=none; rua=mailto:dmarc_kjb@kajabi.com; pct=100; rf=afrf"` into the **Value** field in GoDaddy.

<Note>
  **Note:** Be sure to include all special characters, including quotations, apostrophes, and spaces. We recommend copying and pasting the exact value into the Value field.
</Note>

4. Keep the default value in the TTL field.
5. Click **Add record**.

### CloudFlare

**To add a DMARC record to CloudFlare, add it as a TXT record:**

1. Log into the CloudFlare dashboard and click into the **Active domain**.
2. Select the **DNS** tab.
3. Click +**Add Record** and select **TXT** from the Type dropdown.
4. Enter the Name `_dmarc` into the **Name** field in CloudFlare.
5. Keep the default value in the TTL field.
6. Enter `"v=DMARC1; p=none; rua=mailto:dmarc_kjb@kajabi.com; pct=100; rf=afrf"` into the **Content** field in CloudFlare.

<Note>
  **Note:** Be sure to include all special characters, including quotations, apostrophes, and spaces. We recommend copying and pasting the exact value into the Content field.
</Note>

## Determine if you control DNS

If you connected your domain to Kajabi using the "Connect domain to Kajabi" option (nameserver method), Kajabi controls your DNS.

If you connected your domain using the "Create subdomain for Kajabi site" option (CNAME method), you likely still control your DNS through your domain registrar.


# Connect a custom domain using nameservers
Source: https://help.kajabi.com/articles/website/domains/how-can-i-connect-my-custom-domain-to-kajabi-using-nameservers

Update domain nameservers to point a custom domain to Kajabi.

## Overview

To connect your custom domain to Kajabi, you need to update your domain's nameservers to those provided by Kajabi. This ensures that your domain properly points to your Kajabi site. This guide outlines the steps you need to take and key considerations during the process.

## Understand nameservers

Nameservers are part of a domain's DNS settings. By updating nameservers to those specified by Kajabi, you delegate DNS management for your domain to Kajabi's Cloudflare integration. It's important to use only the nameservers provided in your Kajabi account during setup as these are specific to your domain.

## Update nameservers

Follow these steps to update your Nameservers:

1. **Log in to your domain registrar**: Access the account where you manage your domain's DNS settings, such as GoDaddy, Namecheap, or InMotion Hosting.
2. **Locate nameserver settings**: Find the section where your domain's nameservers are configured. This is usually under DNS management or domain settings.
3. **Replace existing nameservers**: Use the nameservers provided by Kajabi. These may include pairs like `jermaine.ns.cloudflare.com` and `joyce.ns.cloudflare.com`
   <Note>
     **Important:** Always refer to the Kajabi-provided nameservers displayed in your Domain settings or setup instructions for accuracy.
   </Note>
4. **Save changes**: Confirm the update and save your settings.
5. **Wait for DNS propagation**: Allow up to 24 hours for the changes to propagate globally. During this time, your domain may not resolve to Kajabi immediately.

## Registrar-specific instructions

Some registrars may have unique processes for updating nameservers:

* **InMotion Hosting**: Log in to your account, navigate to DNS settings, and replace your current nameservers (e.g., `ns.inmotionhosting.com`) with the Kajabi-provided nameservers. Save changes, and allow propagation time.
* **Namecheap**: Enter the Kajabi-provided nameservers directly into the "Custom DNS" field and save your settings.

## Troubleshooting

* **Troubleshooting downtime**: If your Kajabi site is inaccessible after updating nameservers, confirm that only the specified nameservers are in use and no others are configured. Ensure you are using the exact pair provided in your Kajabi account.
* **Custom nameservers**: Avoid using general Cloudflare nameservers (e.g., alexis.ns.cloudflare.com) that are not specifically provided by Kajabi.
* **Propagation time**: Allow 24-48 hours for DNS propagation. Kajabi will notify you when your domain successfully connects.


# Create a subdomain for a Kajabi site
Source: https://help.kajabi.com/articles/website/domains/how-to-create-a-subdomain-for-a-kajabi-site

Set up a subdomain that points to a Kajabi site by creating a CNAME record in a domain registrar.

## Overview

A subdomain is a part of your main website address that sits in front of your domain name, like **blog**.yoursite.com, and it points visitors to a specific section of your site. It helps you organize your website by separating different types of content while still keeping everything connected to your main site.

Creating a subdomain for your Kajabi site (without repointing your top-level website domain to Kajabi) requires the creation of a CNAME record in your domain registrar that points to ssl.kajabi.com.

<Note>
  **Note:** The creation of a DNS record will differ slightly with each domain registrar. See GoDaddy resources below.
</Note>

<div>
  <iframe />
</div>

### Create the subdomain

1. Navigate to **Settings** from the dashboard
2. Click **Domain**
3. Click **Set up custom domain**
4. Select **Create subdomain for Kajabi site**
5. Enter your root domain into the **Domain name** text box
6. Input your chosen subdomain into the **Subdomain name** text box
7. Review the preview shown below the preview domain text box, then click **Next**
8. The Subdomain Setup wizard will provide you with the information you need to add your CNAME record:

* On a separate page, log into your domain registrar account.
* Navigate to your DNS Records in your Domain Registrar DNS settings.
* Add your CNAME record per the data provided by the Kajabi Subdomain Setup wizard:
  * Type: CNAME
  * Name/Host: (see Subdomain Setup wizard)
  * Data/Domain/Target/Value: ssl.kajabi.com
  * TTL: (see Subdomain Setup wizard)
* Click **Save**.
* Then, on the Kajabi Subdomain Setup page, click **Done, verify subdomain**.

## Best practices

* Use a simple, descriptive subdomain such as *learn*, *courses*, or *app* to make it easy for customers to remember.
* If verification fails, check your domain registrar for any required DNS records (for example, a CNAME). DNS changes can take up to 48 hours to propagate.
* Verify the full subdomain URL in the preview before clicking **Done verify subdomain** to avoid typos.
* If you need help with DNS settings, contact your domain provider or Kajabi support for guidance.

## FAQs

### How long does subdomain verification take?

Verification usually completes quickly but DNS changes can take up to 48 hours to propagate.

### What should I do if verification fails?

Check your domain's DNS records and ensure any required CNAME or other entries are correct. Contact your domain provider or Kajabi support if you need help.

### Can I change or remove the subdomain later?

Yes. You can update or remove the subdomain from the **Domain** settings in your Kajabi dashboard.

## DNS provider resources: GoDaddy

* [Replacing nameservers on GoDaddy](https://www.godaddy.com/help/change-nameservers-for-my-domains-664)
* [How to create a CNAME record with GoDaddy](https://www.godaddy.com/help/change-a-cname-record-19237)

<Warning>
  **Important:** When replacing your nameservers on GoDaddy be sure to select the "Enter my own nameservers (advanced)" option.
</Warning>


# Manage DNS records on Kajabi
Source: https://help.kajabi.com/articles/website/domains/how-to-manage-your-dns-records-on-kajabi

View and add custom DNS records for a connected custom domain on Kajabi.

If you have successfully connected your custom domain to Kajabi, you will have access to DNS settings for the connected custom domain on Kajabi. [Learn how to connect a custom domain](/articles/website/domains/connect-a-custom-domain).

## What are DNS records?

What is **DNS**?

DNS stands for the Domain Name System. Which is a fancy way of saying that the DNS is the handbook for the Internet.

So, if the DNS is the handbook for the Internet, the DNS records are the listings for the businesses in that handbook. For example, a business listing within a handbook will provide information about the address, office hours, and services provided to help a person access that business.

Similarly, DNS records communicate the essential information for a user to access your website.

DNS records are crucial to ensuring that your website can be connected and accessible to the outside world.

With Kajabi, connecting your custom domain allows you to manage and view your DNS records directly from your Kajabi account.

<Note>
  **Note:** Removing, editing, or adding custom records requires working with domain settings. If you are unfamiliar with domain settings, we recommend consulting with a web professional before making changes to DNS records. If you require additional assistance, reach out to our [support team](/articles/resources/support/how-to-contact-kajabi-support).
</Note>

## View DNS records

### Access DNS settings in Kajabi

<Note>
  **Note:** DNS Settings are only available if you have successfully connected a custom domain to Kajabi using the nameserver method. If you connected your domain using the CNAME/subdomain method, your DNS is still managed by your domain registrar and will not appear in Kajabi.\
  [Learn how to connect a custom domain](https://help.kajabi.com/articles/website/domains/connect-a-custom-domain).
</Note>

1. Open the **Settings** tab from the Dashboard:

<img alt="Dashboard - Kajabi" />

2. Click **Domain**:

<img alt="Kajabi settings" />

3. Click **DNS Settings**:

<img alt="Kajabi custom domain" />

## Add custom records to DNS settings

1. From the Dashboard, open the **Settings** tab.
2. Under **Site settings**, click **Domain,** then **DNS Settings**.
3. Click **+ Custom Record** in the top right corner of the DNS Settings page and select a record type:

<img alt="DNS Settings" />

### Available custom record types

* **A record** - Assigns an address for your domain to a specific IP
* **CNAME record** - Used to connect platforms through subdomains
* **MX record** - Holds your email sending and receiving information
* **SRV record** - Specifies a port for specific services. Commonly used for services like Skype or Discord.
* **TXT record** - These records are used to hold your email security information (e.g., DKIM) as well as for third-party plug-ins.

Changes to your DNS records can take up to 24-48 hours to go into full effect. If you encounter issues after 24-48 hours, please reach out to our [support team](/articles/resources/support/how-to-contact-kajabi-support) for additional assistance.


# Purchase a domain name
Source: https://help.kajabi.com/articles/website/domains/how-to-purchase-a-domain-name

Choose a domain registrar and purchase a custom domain name for a Kajabi site.

## Overview

So, you want to get rid of the "mykajabi.com" in your URL? It's okay, we promise it won't hurt our feelings. Having a custom domain creates invaluable brand consistency and makes not only your website but your business appear more legitimate to your online visitors.

## Purchase through a domain registrar

A domain name registrar is a company that allows you to purchase and register domains. A few common domain registrars that Kajabi users have chosen are:

* [GoDaddy](https://www.godaddy.com/)
* [Domain.com](https://www.domain.com/)
* [HostGator](https://www.hostgator.com/)
* [Name.com](https://www.name.com/)
* [Bluehost](https://www.bluehost.com/)

There are many more great domain registrars to choose from, but we laid these out just to get you started with your search.

## Choose a domain registrar

Choosing which domain registrar to use depends on factors such as their pricing, the services provided, your location, and the expiration and transfer policies, but ultimately it's up to you to decide which registrar you want to use.

## Connect a purchased domain

Once you have purchased your Domain Name you are ready to connect it to your Kajabi Site!

If you have purchased a domain from a separate domain name registrar, follow the steps laid out [in this tutorial](/articles/website/domains/connect-a-custom-domain).


# Set up a forwarding rule on Bluehost
Source: https://help.kajabi.com/articles/website/domains/how-to-set-up-a-forwarding-rule-for-your-custom-domain-on-bluehost

Configure a URL forwarding rule on Bluehost to redirect traffic to a Kajabi site.

## Overview

Have you set up your custom domain on Kajabi using the "Create subdomain for Kajabi site" option? Did you choose to connect a subdomain with "www" in the URL? You'll likely want to set up a forwarding rule through your domain registrar to redirect the URL without "www" to the same site.

## Set up a URL redirect on Bluehost

<Note>
  **Note:** The redirect process described in this guide only applies if you've connected your custom domain using the "Create subdomain for Kajabi site" option in your Domain Settings. If you've connected your domain using the "[Connect domain to Kajabi](/articles/website/domains/connect-a-custom-domain)" option, there is no need to set up a forwarding rule.
</Note>

First, check that your domain is set up properly in Kajabi:

1. Open the **Settings** tab from the Dashboard.
2. Click **Domain**.
3. Confirm that the **custom domain is connected**:

<div>
  <iframe />
</div>

Log into your [Bluehost account and navigate to cPanel.](https://www.bluehost.com/my-account/login)

1. Open **Domains**.
2. Click **Redirects**.
3. Fill out the **Add Redirect** fields.
4. Select **Permanent 301** and then choose the correct domain in the dropdown menu.
5. Under **"Redirects to →** type in **[https://www.yourdomain.com](https://www.yourdomain.com)**.
6. Select **Add** and test it in your browser.

Visit [Bluehost's Knowledge Base](https://www.bluehost.com/help/article/redirecting-domain-name) to learn more.


# Set up a forwarding rule on GoDaddy
Source: https://help.kajabi.com/articles/website/domains/how-to-set-up-a-forwarding-rule-for-your-custom-domain-on-godaddy

Configure a URL forwarding rule on GoDaddy to redirect traffic to your Kajabi site.

## Overview

Have you set up your custom domain on Kajabi using the "Create subdomain for Kajabi site" option? Did you choose to connect a subdomain with "www" in the URL? You'll likely want to set up a forwarding rule through your domain registrar to redirect the URL without "www" to the same site.

## Add a forwarding rule in GoDaddy

<Note>
  **Note:** The redirect process described in this guide only applies if you've connected your custom domain using the "Create subdomain for Kajabi site" option in your Domain Settings. If you've connected your domain using the "[Connect domain to Kajabi](/articles/website/domains/connect-a-custom-domain)" option, there is no need to set up a forwarding rule.
</Note>

First, check that your domain is set up properly in Kajabi:

1. Open the **Settings** tab from your Dashboard.
2. Then, click **Domain**.
3. Your domain should state that your **custom domain is connected**:

<div>
  <iframe />
</div>

Next, you will need to log into your GoDaddy account to access your DNS records:

1. Log into your GoDaddy account and choose **Domains**.
2. Then, locate and select the Domain you want to add a forwarding rule for.
3. Click the `…` and choose **Manage DNS**.
4. Scroll Down to the **Forwarding** section and choose **Add** next to the Domain section.
5. Select **https\://**.
6. Enter **[www.yoursite.com](http://www.yoursite.com)** (specific to whatever your domain is called).
7. Choose **Permanent (301).**
8. Select **Forward Only.**
9. Check the box that reads, "**Update my Nameservers and DNS settings**."
10. Press **Save.**
11. Enter your URL in your browser to test if the forwarding rule was added correctly:

<div>
  <iframe />
</div>

Visit [GoDaddy's Help Center](https://in.godaddy.com/help/forward-my-godaddy-domain-12123) to learn more.


# Test a domain connection to prevent webmail disruption
Source: https://help.kajabi.com/articles/website/domains/how-to-test-your-domain-connection-to-prevent-a-webmail-disruption

Verify that DNS records for your webmail service imported correctly after connecting a custom domain to Kajabi.

## Overview

After connecting your custom website domain to Kajabi by choosing the "Connect domain to Kajabi" option and updating your domain nameservers, check to make sure that the DNS records for your webmail service have been imported to Kajabi.

## What happens after connecting a custom domain to Kajabi

Every website has a domain host that manages the [DNS (Domain Name System) records](https://www.cloudflare.com/learning/dns/dns-records/) on the backend of the site. Examples of domain hosting providers include GoDaddy, Bluehost, and Cloudflare.

When you change your nameservers to point your website domain to Kajabi, Kajabi becomes the new DNS authority for your site. This means that any time you need to update your DNS records, you'll do so directly in your Kajabi DNS Settings.

If you have a webmail service connected to your custom website domain, Kajabi will need to know the DNS records associated with your webmail in order to keep it up and running. Common examples of webmail providers include Google Workspace and Office 365.

Learn how to manage your DNS settings in Kajabi [here](/articles/website/domains/how-to-manage-your-dns-records-on-kajabi).

<Tip>
  **Tip:** If you don't yet have a webmail service connected to your domain, you'll need to set one up in order to both send and receive emails via a full-service email account tied to your domain name. Kajabi's Custom Email Domain feature is used exclusively to customize the sender address on your site's automated outgoing marketing emails. It is not a replacement for a webmail service.
</Tip>

After you follow the steps to [connect your custom domain to Kajabi](/articles/website/domains/connect-a-custom-domain), your DNS records (including any webmail records) should automatically import as part of the connection process. However, in some cases this import can fail.

**We strongly recommend that you screenshot all of your original DNS records prior to changing nameservers in case you need to manually add them later.**

## Test the domain connection

Follow these steps to check if the DNS records for your webmail are imported correctly.

### Step 1. Wait for a connection confirmation

After connecting your website domain to Kajabi, you'll receive an email confirmation that the connection process has completed. If you don't see this email within about 24 hours, check your Kajabi Domain Settings to see if your domain is connected:

<img alt="Custom Domain is Connected" />

### Step 2. Check your Kajabi DNS settings

Once you've received confirmation that your domain is connected to Kajabi, check your Kajabi DNS Settings for webmail MX records:

1. Open the **Settings** tab at the lower left of your Kajabi Dashboard.
2. In your Site Settings, select **Domain**.
3. Click the **DNS Settings** link at the top left of your Domain Settings page.
4. Navigate to the **MX Record** section of your Advanced Settings:

<div>
  <iframe />
</div>

If you see MX records listed, the automatic import process worked — but send yourself a test email to confirm your email account is still working properly.

## Restore missing webmail records

If there are no MX records listed in your Kajabi DNS Settings, you'll need to add your webmail records manually. You might need to add just MX records or a combination of MX and TXT records, depending on your webmail provider (Google Workspace, Office 365, etc.).

If you took a screenshot or otherwise noted your original DNS records, use that documentation for reference.

If you don't have a copy of your records, contact your ESP (email service provider) and ask them to provide you with the DNS records needed to reconnect your webmail. Alternately, you might still be able to retrieve the records from your prior domain host's DNS settings.

Google's MX records are also available in our troubleshooting guide [here](/articles/marketing/email-campaigns/why-are-my-emails-not-sending-or-receiving-after-i-connect-my-custom-domain#h_01FRVAHREHYDH7S5BHP5X8RN9P).

Microsoft Office 365 requires several DNS records to connect, including Autodiscover, MX, and SPF records. The MX record value is unique to your personal account. Learn more about using Office 365 DNS records [here](https://learn.microsoft.com/en-us/microsoft-365/enterprise/external-domain-name-system-records?view=o365-worldwide#external-dns-records-required-for-email-in-office-365-exchange-online).

Once you have a copy of your webmail records in hand, follow the steps in our guide on [how to manually add missing DNS records](/articles/marketing/email-campaigns/why-are-my-emails-not-sending-or-receiving-after-i-connect-my-custom-domain).


# Troubleshoot redirect issues on Kajabi landing pages
Source: https://help.kajabi.com/articles/website/domains/how-to-troubleshoot-and-resolve-redirect-issues-on-kajabi-landing-pages

Identify and fix common redirect issues caused by countdown blocks, button misconfigurations, or custom code.

## Overview

Redirect issues on Kajabi landing pages commonly arise due to countdown blocks, button misconfigurations, or custom code. This guide outlines the key steps to identify and resolve such problems, ensuring a smooth user experience.

## Common causes of redirect issues

### Countdown blocks with redirect actions

Countdown blocks are a frequent cause of automatic redirections. If a countdown timer is set to redirect after reaching zero, it may send users to an unintended page. Here's how to check and fix it:

1. Navigate to your Kajabi landing page editor.
2. Locate any countdown blocks within your page sections.
3. Open the settings for the countdown timer.
4. Toggle off the "Enable countdown action" or remove the countdown block entirely.

### Homepage countdown section redirects

If your homepage is redirecting unexpectedly, verify whether the countdown section is triggering the issue:

1. Open your homepage in the Website Pages editor.
2. Locate the countdown section.
3. Untick the option "Enable Countdown Action" or delete the countdown section.
4. Save your changes and test your homepage as a logged-out visitor.

## Fixing call-to-action button misconfigurations

If a landing page button refreshes the page instead of redirecting to the intended URL, ensure it's a properly configured Call-to-Action (CTA) button:

1. Open the landing page editor in Kajabi.
2. Scroll to the Call-to-Action section or button.
3. Use the "Button action" setting to select the correct destination.
4. Verify the URL or action is set correctly.
5. Save and test the button behavior.


# Troubleshoot a site not secure message
Source: https://help.kajabi.com/articles/website/domains/how-to-troubleshoot-site-not-secure-message

Identify and resolve the 'Site Not Secure' error message on your Kajabi site.

## Overview

If you receive a "Site Not Secure" error message when accessing a Product or Page, refer to this guide to ensure that your site is secure.

<div>
  <iframe />
</div>

## Understand secure vs. not secure

**Site Not Secure Message:**

<img alt="Site Not Secure Message" />

### What can cause this message?

This message can be caused by conflicting temporary internet files (from web browser caching) or your domain may be directing your visitors to your site using HTTP instead of HTTPS.

### What is the difference between HTTP and HTTPS?

In short, HTTPS is HTTP encrypted. The S in HTTPS stands for "secure." HTTPS uses an encryption protocol known as a Secure Sockets Layer (SSL) to encrypt HTTP requests and responses. As a result, HTTPS is more secure than HTTP.

To determine if your site is using HTTP or HTTPS:

* `http://` is using HTTP
* `https://` is using HTTPS

When your website displays `http://` in the URL instead of `https://` you may encounter a "Site Not Secure" message:

<div>
  <iframe />
</div>

Read [CloudFlare's Guide to HTTPS](https://www.cloudflare.com/learning/ssl/what-is-https/) to learn more.

## Troubleshoot your site

### Step 1. Clear your web browser's cache and cookies

Clearing your web browser's cache and cookies provides a "clean slate" for you. Your browser will be reset and you can try again with a fresh browsing setup.

Read popular web browser guides on clearing your browser's cache:

* Learn to [clear cache and cookies in Chrome](https://support.google.com/accounts/answer/32050?co=GENIE.Platform%3DDesktop\&hl=enIn).
* Learn to [clear history, cache, and cookies in Safari](https://support.apple.com/guide/safari/clear-your-browsing-history-sfri47acf5d6/mac).

If you are using another web browser, check its support site for instructions on clearing cache and cookies.

<Note>
  **Note:** When managing your browser settings to clear cache and cookies from your web browser, be sure to continue allowing third-party cookies to avoid experiencing the [Login Page error](/articles/website/pages/why-does-the-login-page-or-404-error-keep-appearing-when-editing-my-site).
</Note>

### Step 2. Check if your domain redirects to http or https

If your cache and cookies have been cleared but the "Not Secure" message persists, check to see if your website is using `http://`or `https://`:

1. Enter your **domain** into the address bar of your web browser.
2. Click into the **URL** to expand and view the entire URL:

<div>
  <iframe />
</div>

### Step 3. Set up a forwarding rule with your domain host

In order to secure your custom domain, ensure that you've set up a forwarding rule for your domain to always go to `https://`.

Each domain provider has their own flow for setting up a forwarding rule, so depending on your domain host (e.g., GoDaddy, Bluehost, etc.) your setup may differ slightly.

If your custom domain still requires a forwarding rule to always go to `https://`, refer to the guide corresponding with your domain provider. If you're using another domain provider, please refer to their support site for instructions on creating a forwarding rule.

Learn how to add/edit a Forwarder for a few popular hosting services:

* [GoDaddy](/articles/website/domains/how-to-set-up-a-forwarding-rule-for-your-custom-domain-on-godaddy)
* [Bluehost](/articles/website/domains/how-to-set-up-a-forwarding-rule-for-your-custom-domain-on-bluehost)

### Step 4. Ensure that all 5 records have been added to your custom domain properly

[Learn more about configuring DNS settings in Kajabi](/articles/website/domains/connect-a-custom-domain).

### Still experiencing issues? Contact support

Lastly, if you've cleared your browser's cache and cookies and your custom domain is set to always go to `https://` instead of `http://`, please reach out to our support team.


# Verify a custom domain for Google Workspace
Source: https://help.kajabi.com/articles/website/domains/how-to-verify-your-custom-domain-on-kajabi-for-google-workspace

Complete domain verification on Kajabi to set up Google Workspace for custom business emails, calendars, and collaboration.

## Overview

Looking to connect, create, and collaborate with your entire team on Google Workspace? This guide walks you through verifying your custom domain on Kajabi to complete your Google Workspace setup.

## Google Workspace

With Google Workspace you can build custom business emails for your Kajabi email campaigns, organize your events with Google Calendar, collaborate with your team on upcoming projects, and more!

[Learn more about Google Workspace](https://workspace.google.com/).

With the combined power of Google Workspace and Kajabi, you can streamline and connect your workflows.

If you wish to use Google Workspace with your site on Kajabi you will first need to connect a custom domain to Kajabi and verify your domain to complete your Google Workspace setup.

[Learn to connect your custom domain to Kajabi](/articles/website/domains/connect-a-custom-domain).

<Note>
  **Note:** If your custom domain is purchased through Google, Google will automatically verify your domain for you and you will not be required to complete the steps provided in this article.
</Note>

If you have purchased your custom domain from a registrar that does not partner with Google, you will be required to verify your domain to ensure the protection and privacy of your Google Workspace and Domain.

## Domain verification

Before verifying your domain to set up your Google Workspace, you will first need to connect your custom domain to Kajabi.

The verification process cannot be completed with a Kajabi Subdomain, as you will need access to your domain DNS settings.

[Learn to connect your custom domain to Kajabi](/articles/website/domains/connect-a-custom-domain)

After successfully connecting your custom domain to Kajabi, verify your domain in Google Workspace.

### Step 1. Get your verification code

1. Open the [Google Workspace setup tool](https://admin.google.com/u/0/ac/signup/setup/v2/verify/txt).
2. Then, sign in to your Google Admin console.

<Note>
  **Note:** You will need to sign in with your Google Administrator account.
</Note>

1. Click **Continue** next to the "Verify your domain" card.
2. Locate your verification code and click **Copy**:

<img alt="Verify your domain" />

### Step 2. Add your verification code to your DNS settings on Kajabi

1. In a separate browser window or tab, log into your Kajabi account.
2. Click **Settings** in the bottom left corner of your Dashboard.
3. Open **Domain** to access your Domain Settings.
4. Click the **right-arrow next to your domain URL** to open your DNS Settings for your connected custom domain.
5. Click **+ Custom Record** in the top-right corner.
6. Select **TXT Record**.
7. In the name field, enter the **@** symbol.
8. Then, in the **TXT Record** field, enter your Google Workspace verification code from Step 1.
9. Click **Add** to apply:

<div>
  <iframe />
</div>

### Step 3. Verify your domain

1. Navigate back to your Google Admin Console.
2. Then, click **Verify my domain**:

<div>
  <iframe />
</div>

<Note>
  **Note:** Additional time may be required to publish the verification code. If you receive an error message from the Google Workspace setup tool, wait an hour before attempting to verify again. It is important to note that in some cases, it can take up to 48 hours to publish your verification code.
</Note>


# Kajabi default subdomain vs custom domain
Source: https://help.kajabi.com/articles/website/domains/kajabi-default-subdomain-vs-custom-domain

Understand the difference between a default Kajabi subdomain and a custom domain, and configure each option.

## Overview

Kajabi ensures that your site can be accessed through both your Kajabi subdomain and a connected custom domain. This guide explains the difference between these options and how to configure them.

<img alt="Domain Setup Options" />

## Kajabi default subdomain

When you create your account, Kajabi generates a default subdomain for you. You should **use (or change) the default subdomain for your Kajabi site** if your site is hosted elsewhere, like Wordpress, Wix, or Squarespace.

An example of this subdomain would be the "cooking with Carl" piece of \*\*\*cookingwithcarl.\*\*\*mykajabi.com.

This subdomain must be unique. Meaning, just like with an email address, there cannot be two of the same subdomain under Kajabi.

Subdomains must be at least 3 characters long, contain only lowercase letters, numbers, and hyphens, and cannot use reserved words such as: `admin`, `blog`, `login`, `mail`, `www`, `staging`, `smtp`, or `ftp`.

### Change the default Kajabi subdomain

1. Open the **Settings** tab from your **Dashboard**.
2. Click **Domain**.
3. Then, in the Kajabi default Subdomain section, edit your **Kajabi subdomain**.
4. Click **Save** to apply your changes.

## Custom domain

Connect a custom domain if your business's main website is hosted by Kajabi and you would like to give your site a full custom URL.

Connecting a custom domain is a great way to reinforce brand identity and build trust between prospects/customers and your business while giving your website an added professional look and feel.

Example: ***cookingwithcarl.com***

If desired, you may also add a subdomain to your custom domain.

Example: \*\*\*courses.\*\*\*cookingwithcarl.com

Doing this (even after your site has been live for some time) will allow your visitors to access your site with both your original Kajabi subdomain and your connected custom domain.

**For example:**

You launch your site with the Kajabi subdomain, *cookingwithcarl.mykajabi.com*, then decide to connect your custom domain to Kajabi (i.e., *cookingwithcarl.com*).

Your site visitors can access your site using both the Kajabi subdomain cookingwithcarl.mykajabi.com and your connected custom domain cookingwithcarl.com.

To learn how to connect your custom domain to your Kajabi site, see our article [Connect a custom domain](/articles/website/domains/connect-a-custom-domain).


# Lightning Loader
Source: https://help.kajabi.com/articles/website/domains/lightning-loader

Lightning Loader caching technology improves site performance and load times automatically.

## Overview

Load time is the amount of time it takes for a website to render on a device screen and become functional. A fast load time is essential to give your site users a great experience. Learn more about how Kajabi's Lightning Loader accomplishes this.

## What is Lightning Loader?

Lightning Loader is caching technology that improves your website load time and overall site performance to create the best possible experience for your visitors.

And the best part is, Kajabi automatically includes this technology with your site! You don't have to lift a finger to enable Lightning Loader.

## How does it work?

Lightning Loader is different than browser caching. Browser caching is local to each site visitor and can vary depending on the visitor's unique browser settings. Lightning Loader caches your page output independent of browser caching, which greatly speeds up page load time.

The more complex your site is, the more impact Lightning Loader may have on your load time.

## What is load time and why is it important?

Load time is the amount of time it takes for a website to render on a device screen and become functional. A fast load time is essential to give your site users a great experience.

Let's be real, the only time you've probably noticed load time is when a site is taking way too long to load (and you've got better things to do than wait around). Slow load times can lose customers fast.


# Troubleshoot custom domain issues
Source: https://help.kajabi.com/articles/website/domains/troubleshooting-custom-domain-issues

Resolve common custom domain issues including disconnecting, reconnecting, and fixing DNS problems.

## Overview

Kajabi provides tools to manage every aspect of your custom domain, including disconnecting or reconnecting the domain, reverting to your default Kajabi subdomain (.mykajabi.com), and resolving DNS issues.

## Disconnect a custom domain

To disconnect your custom domain from Kajabi, follow these steps:

1. Open your Kajabi dashboard and navigate to **Settings > Domain**.
2. Locate the custom domain you want to disconnect.
3. Click the three-dot menu (located next to your custom domain).
4. Select **Remove** or **Disconnect** to complete the process.

<Warning>
  **Important:**

  * If there is no three-dot menu or no option to disconnect, your domain may not currently be connected to your Kajabi account.
  * In some cases, you may also need to update your DNS settings at your domain registrar (e.g., GoDaddy, Squarespace) to stop pointing the domain to Kajabi.
  * Enter the required information, such as the subdomain name (e.g., courses). Do not enter the full domain (e.g., courses.example.com).
</Warning>

## Reconnect or add a custom domain

To reconnect or add a custom domain to your Kajabi account, follow these steps:

1. Go to **Settings > Domain** in your Kajabi dashboard.
2. Click **Setup Custom Domain**.
3. Choose and follow one of the available methods:
   * **Connect Domain to Kajabi (Nameserver Method)**: Update the nameservers at your domain registrar as provided by Kajabi.
   * **Subdomain Method**: Update specific DNS records (e.g., CNAME) at your registrar per Kajabi's instructions.
4. Allow up to 24-48 hours for DNS propagation.

## Switch back to the Kajabi subdomain

If you want to use the default Kajabi subdomain instead of your custom domain:

1. Go to **Settings > Domain**.
2. Click the three-dot menu next to your custom domain.
3. Select **Remove**. This will automatically revert your Kajabi site to the default subdomain.

## Troubleshoot common domain issues

### Resolve DNS connection issues

If your domain is not connecting properly, you may need to:

1. Remove the custom domain in Kajabi and then go through the setup process again.
2. Verify that the DNS records at your registrar match the values provided by Kajabi.
3. Allow time for DNS propagation, which can take up to 24-48 hours after making changes.

### Update DNS settings for specific registrars

For users dealing with specific platforms like GoDaddy or Squarespace:

1. Disconnect the domain from the current platform (e.g., Squarespace).
2. Remove the old nameservers (e.g., Kajabi's Cloudflare nameservers).
3. Add the new DNS records or nameservers applicable to your setup.

This process ensures that domains pointing to one service can be updated to point to another (e.g., for GHL record setup).


# Verify a domain with Facebook
Source: https://help.kajabi.com/articles/website/domains/verifying-your-domain-with-facebook

Complete Facebook domain verification to enable Facebook tools on your Kajabi site.

## Overview

Verifying your domain with Facebook is a required step to ensure that only verified owners can edit the way their content appears on Facebook. This guide walks you through how to verify your domain with Facebook's Business Manager.

## Domain verification

If you wish to implement Facebook tools like [connecting Facebook Pixel](/articles/api-integrations/analytics-integrations/meta-pixel-with-kajabi) to your site on Kajabi, Facebook requires you to [verify your domain](https://developers.facebook.com/docs/sharing/domain-verification) to protect and claim ownership of your website domain name.

Facebook provides three different methods to verify your domain, two of which can be used for your site on Kajabi:

<img alt="Facebook domain verification methods" />

Method 1 and 3 will allow you to verify your domain for your site on Kajabi.

[Learn to implement Facebook's domain verification](https://developers.facebook.com/docs/sharing/domain-verification/verifying-your-domain).

If you choose to follow Method 3, the meta tag can be easily copied and pasted onto your header page scripts.

[Learn to add to your header page scripts](https://help.kajabi.com/hc/en-us/articles/360037850453#page-scripts).

## My domain is not verifying with Facebook

Facebook cannot verify your domain if you have not connected a custom domain to your site.

### Why do you need a custom domain to verify?

Facebook verifies the root domain for a site (e.g., kajabi.com).

Without a custom domain, method 1 is unavailable because your DNS records will be inaccessible and method 3 will not allow Facebook to find and verify the root domain if you add a meta tag to your header page scripts for your Kajabi subdomain (e.g., yoursubdomain.mykajabi.com).

In order to verify your domain with Facebook you will need to connect a custom domain to your site.

[Learn to connect a custom domain](/articles/website/domains/connect-a-custom-domain)

### Will your site be accessible with your Kajabi subdomain if you connect a custom domain?

Connecting a custom domain to your site on Kajabi allows your site visitors to access your site with both your Kajabi subdomain and your connected custom domain. [Learn more](/articles/website/domains/what-happens-if-i-change-my-domain-after-my-website-has-been-live)


# Change a domain after a site is live
Source: https://help.kajabi.com/articles/website/domains/what-happens-if-i-change-my-domain-after-my-website-has-been-live

Understand the effects of changing your domain or subdomain after your Kajabi site is already live.

## Overview

Wondering what happens to your existing traffic and links if you change your domain? This guide explains the differences between changing to a custom domain versus changing your Kajabi subdomain.

## Changing subdomain to a custom domain

Kajabi ensures that your site can be accessed through your Kajabi Subdomain and your connected Custom Domain!

[Connecting a custom Domain](/articles/website/domains/connect-a-custom-domain) to your Kajabi site (even after your site has been live for some time) will allow your visitors to access your site with both your original Kajabi Subdomain and your connected Custom Domain.

For example:

You launch your site with the Kajabi subdomain, myawesomesite.mykajabi.com, then decide to connect your custom domain to Kajabi (e.g., myawesomesite.com).

Your site visitors can access your site with both the Kajabi subdomain **myawesomesite.mykajabi.com** and your connected custom domain **myawesomesite.com**!

## Change your Kajabi subdomain to a different Kajabi subdomain

At this time, it isn't possible to set up a 301 redirect to the new subdomain natively within Kajabi.

If you start with a Kajabi subdomain (e.g., helpcenter.mykajabi.com), gain traffic, and then change it at a later date (e.g., articles.mykajabi.com) the old subdomain will show up as a non-existing page.

<Tip>
  **Tip:** If you wish to create a new domain for branding purposes, we recommend creating a custom domain and [connecting it to Kajabi](/articles/website/domains/connect-a-custom-domain). Then, both the old subdomain and new custom domain will direct to your website appropriately.
</Tip>


# Build navigation menus
Source: https://help.kajabi.com/articles/website/navigation/build-navigation-menus

Create custom navigation menus, add links, and edit menu items for pages.

Custom navigation menus help guide your site visitors to explore different areas of your site. You can create multiple menus for different purposes and assign them to specific pages.

## Add a navigation menu

1. From the Dashboard, click **Website**.
2. Click the **Navigation** tab.
3. Click **+ New Navigation Menu** in the top-right corner.
4. Enter a **Name** for your navigation menu. This is only visible internally and will not be displayed to site visitors or customers.
5. Click **Save Menu** to create.

<Frame>
  <img alt="Navmenu" />
</Frame>

<Frame>
  <img alt="Navmenu2" />
</Frame>

After creating your navigation menu, [follow these instructions to add your menu to a page](/articles/website/navigation/how-to-assign-your-navigation-menu).

<Note>
  **Note:** Navigation items inherit their font size and color from your page's Style Guide settings. To change how navigation items look, update the **Fonts** and **Font Colors** settings in your Style Guide. [Learn how to customize your Style Guide](../../website/pages/customize-your-page-font-and-style-with-the-style-guide).
</Note>

## Add links to existing navigation menus

Before adding a link, copy the URL or note the name of the page, product lesson, or module you want to add.

### Add a link

1. Select the menu in which you would like to add a link, then click **Add.**
2. Select your desired link type:
   * **Add Product** - Add a link to a **Module** or **Lesson**
   * **Add Page** - Add a link to any of your [landing pages](/articles/website/pages/how-to-connect-your-landing-pages-to-your-website) on Kajabi
   * **Add Link** - Add a link to a site outside of Kajabi

<Note>
  **Note:** Navigation link names have a maximum length of 50 characters. If you add a custom URL link, the URL must begin with `http://`, `https://`, or `/`.
</Note>

## Edit navigation menus

You can edit your navigation menu link names, change the URLs, edit visibility settings, or delete links.

### Edit a navigation link

1. Click the **✐** icon on the link you would like to edit. You can change the **Title**, the **Path/URL**, the **Visibility Settings**, or **Delete the Link.**

### Rearrange links in a navigation menu

1. Hover over the dotted icon for the menu link you wish to move.
2. Click and drag the link to your desired location.

<img alt="Rearrange navigation links" />

<Note>
  **Note:** Dragging a link below another link in the Navigation tab does not create a submenu or dropdown. To nest a page as a submenu item under a main navigation link, you need to set up a dropdown menu in the Theme Editor. [Learn how to add a dropdown menu to your header](https://help.kajabi.com/articles/website/pages/add-a-dropdown-menu-to-your-header).
</Note>


# Assign a navigation menu
Source: https://help.kajabi.com/articles/website/navigation/how-to-assign-your-navigation-menu

Apply navigation menus to website pages, checkout pages, and course pages.

After customizing your navigation menus and links, you can assign them to various pages of your site. By default, the **Main Menu** and **Footer** link lists are applied to every page until you assign a different link list.

<div>
  <iframe />
</div>

Using navigation menus to link to various pages of your site streamlines any updates you may implement to your links in the future. If you assign a menu to various pages and later update a link in the navigation menu, all pages with the assigned navigation menu will automatically update.

To assign your navigation menu to a page, look for the Header and Footer sections of your pages when customizing the appearance of your:

* Website and landing pages
* Product pages
* Checkout pages

<img alt="Assign navigation menu" />

## Website and landing pages

Add menus to your header and footer in your website, landing, and funnel pages with the Menu Block:

1. Open the **Website** tab from the Dashboard
2. Click **Pages**
3. Locate the **Page** you wish to customize
4. Click the page title or the color palette icon to **Customize**
5. Open the **Header** or **Footer** section of the Editor
6. Select the **Menu** block or click **Add Content** to add the block
7. Select your desired navigation menu from the dropdown
8. Click **Save** to keep your changes

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Learn to add [dropdown menus to your header](/articles/website/pages/add-a-dropdown-menu-to-your-header).
</Tip>

<Note>
  **Note:** If you would like to change the color of your navigation menu, you may do so by editing the Header Text Color option inside the Header section.
</Note>

## Checkout pages

Add a menu to the footer of your checkout page:

1. Open the **Product** tab from your Dashboard
2. Select the **Sales** tab
3. Click **Pricing**
4. Select the offer you wish to edit
5. Click **Edit Checkout**
6. Navigate to **Footer** and select your desired menu from the Select navbar dropdown
7. Click **Save** to keep your changes

<div>
  <iframe />
</div>

## Course pages

Add a menu to the header or footer of your course pages:

1. Open the **Products** tab from your Dashboard
2. Select **Courses**
3. Select the course you wish to customize
4. Click the **Customize** tab
5. Hover over the Template Preview and click **Customize**
6. Open the **Header** or **Footer** section in the Editor
7. Navigate to the **Menu** section
8. Select your desired navigation menu from the Menu dropdown
9. Click **Save** to keep your changes

<div>
  <iframe />
</div>


# Navigation tab overview
Source: https://help.kajabi.com/articles/website/navigation/navigation-tab-overview

Configure website navigation menus, add links, and create custom menus for different pages.

## Overview

In the header and footer of your website pages, Kajabi has included default navigation menus leading your site visitors to other pages of your site. You can also use navigation menus throughout different sections of your website pages.

<div>
  <iframe />
</div>

Learn to [customize your navigation menus](/articles/website/navigation/build-navigation-menus).

From inside the Navigation tab you can:

* Add links to your navigation menus
* Create new navigation menus
* Edit, remove, and rename your navigation menus

## Add links to existing menus

Adding links to your navigation menus allows your site visitors to easily access pages that aren't included in your default navigation.

To add links to your navigation menus:

1. Click **Add** inside the menu you would like to add to

Kajabi gives you the option to send your customers to your Kajabi **Products**, one of your **Pages** on Kajabi, or outside pages using a **Link**.

<div>
  <iframe />
</div>

## Create new menus

Creating navigation menus allows you to have different menus for your different pages. For instance, on a sales page, you can have a custom navigation menu that only links out to the pages that help sell your products.

To create a custom navigation menu:

1. Click **+ New Navigation Menu** in the top right corner
2. Give your menu a title

The custom menu will then be categorized in the **Custom Menus** tab.

<div>
  <iframe />
</div>


# Add a Basic Content section to a page
Source: https://help.kajabi.com/articles/website/pages/add-a-basic-content-section-to-your-page

Learn how to add Text Block, Call to Action, and Form sections.

## Overview

A **Basic Content** section contains the most common types of content for your page, including Text Blocks, Forms, and Call to Action.

***

## Add a Basic Content section

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your Page.
4. Click **Add Section** in the sidebar.
5. Select your section from **Basic Content**.

<div>
  <iframe />
</div>

***

## Text section

One of the first steps to building your landing pages is adding text content. Share the value you offer by adding a Text Section. Adding a **Text Section** generates a single **Text Block**.

Customize your [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block) and **Section Settings** to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

***

## 2 & 3 column text

A wall of text can make reading and engaging with your content challenging. Instead, divide your Text Blocks into Columns using the **2 Column Text** and **3 Column Text** sections.

<img alt="2 and 3 Column Text" />

Customize your [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

<Tip>
  **Tip:** To add additional Text Blocks and create more columns, click into the section and **Add Content** to select another Text Block. Then, adjust the width settings of each Text Block to add to the columns.
</Tip>

***

## Text in panel

**Text in Panel** is a variant of the Text Block, which overlays a background image:

<img alt="Text in Panel" />

<Note>
  **Note:** Although the Text Block type can be added to any Section, the Text in Panel is unique in its design and can only be added through the Text in Panel Section.
</Note>

Customize your [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

***

## Call to Action

A **Call to Action** button is a response button that can redirect the user to a page or offer checkout, trigger a download, open a two-step opt-in, or leads to any URL.

[Learn more about the Call to Action (CTA)](../../website/pages/how-to-use-a-call-to-action)

Adding a Call to Action Section generates a single Text Block with the Call to Action Block Setting enabled.

<img alt="Call to Action" />

Creating this section can help streamline the process of building your page. However, you can replicate this section by adding a Text Block to any Section and enabling the Call to Action in the Text Block Settings.

Customize your [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

***

## Link list

A **Link List Section** generates a single Link List Block. [Learn more](../../website/pages/how-to-add-a-link-list-block)

Link Lists are a great way to display your desired links to redirect your page visitors to various pages of your site and/or external pages to help your visitors easily navigate across your business online.

<img alt="Link List" />

Customize your [Link List Block](../../website/pages/how-to-add-a-link-list-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

***

## Form & text

Adding a **Form & Text** Section to your custom landing page will generate:

* [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block)
* [Form Block](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block)

<img alt="Form and Text" />

Customize the Form and Text Blocks and your Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)


# Add a Call to Action to a header
Source: https://help.kajabi.com/articles/website/pages/add-a-call-to-action-to-your-header

Encourage your page visitors to open a separate page, purchase an Offer, and more with a Call to Action.

## Overview

Include a Call to Action in your Header to encourage your page visitors to open a separate page, purchase an offer, and more.

<Note>
  **Note:** This guide refers to Kajabi Pages Templates. If you are using Premier Legacy Templates, [please refer to this guide](../../website/pages/how-to-add-a-call-to-action-to-your-header-with-premier).
</Note>

[Learn more about the Call to Action](../../website/pages/how-to-use-a-call-to-action)

***

## How to add a Call to Action to your header

1. Open the **Website** tab from your Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. Click **Header** in the sidebar.
5. Then, click **Add Content**.
6. From the list, click **Call to Action** to add it to your Header.
7. Customize the Call to Action Text, Button Action, and appearance.
8. To change the location of the Call to Action Button, click and drag `=` next to the block in the sidebar editor.
9. Click **Save**.

<div>
  <iframe />
</div>

***

## Customize your Call to Action

### Text

Enter text to display on your Call to Action button.

### Button action

Select an action:

* Go to a Landing Page
* Go to a Checkout Page
* Download a file
* Go to a URL
* Open a [two step optin](../../website/pages/how-to-use-the-two-step-optin-popup) pop-up
* Go to a section on the page

### Open in new tab

Enable this setting to trigger your action in a different tab of your user's browser.

### Button background color

Click the **Button Background Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color:

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button text color

Complement your Button Background Color with a different **Button Text Color**.

<Note>
  **Note:** The Button Text Color is for [solid buttons](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#h_4a31d1a6-26f8-4a0d-b917-5a7f8112e654) only.
</Note>

Click Button Text Color to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color:

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button width

Adjust the width of your Button:

* Full: fill the width of the button area
* Auto: automatically adjust the width to fit the text

### Button style

Change the style of the Button to display:

* Solid colored button
* Outline of your Button Background Color

### Button size

Adjust the size of your Call to Action Button:

* Small
* Medium
* Large

Changing the size of your Call to Action will change both the button background and text size.

### Border radius

Customize your **Call to Action Border** to appear more rounded or squared.

### Stretch block

Enable the **Stretch Block** setting to fill the remaining space of the Header section.

A good rule for using the Stretch Block feature is to enable it for the Block on the far left of your Header section.

For example, if you want to have your Logo on the far left side of your Header and a Menu and User Menu on the far right side, select **Stretch Block** for your Logo.

<div>
  <iframe />
</div>

Control the alignment and positioning of your Blocks by adjusting the Stretch Block and Block Alignment for the Blocks in your Header.

### Text alignment

Adjust the horizontal alignment of your Block in the Header to appear more left, centered, or right-aligned.

Keep in mind, this setting will be impacted by surrounding Blocks and their positioning and alignment.


# Add a Dropdown Menu to a header
Source: https://help.kajabi.com/articles/website/pages/add-a-dropdown-menu-to-your-header

Lead page visitors with links to Landing Pages, Offers, and more within a streamlined, dropdown format.

## Overview

Customize the appearance of your Header Menu by adding a Dropdown Menu to lead page visitors with links to Landing Pages, Offers, and more within a streamlined, dropdown format.

<Note>
  **Note:** This guide refers to Kajabi Pages Templates. If you are using Premier Legacy Templates, [please refer to this guide](../../website/pages/how-to-add-a-call-to-action-to-your-header-with-premier).
</Note>

***

## How to add a dropdown menu block

1. Open the **Website** tab from your Dashboard.
2. Select either **Website Pages** or **Landing Pages**.
3. Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. Navigate to the sidebar and open the **Header** section.
5. Click **Add Content**.
6. Select **Dropdown Menu**.

<div>
  <iframe />
</div>

***

## Customize your Dropdown Menu block

### Dropdown text color & dropdown background color

Design your Dropdown Menu to complement your branding colors by configuring the dropdown text color and dropdown background color.

Click the **Color** icon to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

### Dropdown text

Change the text displayed in your Header Section to indicate the Dropdown Menu to your users.

<img alt="Dropdown Text" />

### Show icon

<Note>
  **Note:** This feature is only available with your Website Builder pages. [Learn about the Website Builder](../../website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>

Choose to display or hide the down arrow icon for your Dropdown Menu.

<img alt="Show Icon" />

### Menu

Select the link list (or navigation menu) to use for your Dropdown Menu Block.

The Dropdown Menu Block in the Header Editor includes simple settings to help you streamline the build of your page.

To create, customize, and change the menu used in your Dropdown Menu Block, [learn to customize your Website Navigation Menus](https://help.kajabi.com/hc/en-us/articles/360037080193).

<Note>
  **Note:** Quickly navigate to your Website Navigation Menus from the Dropdown Menu Block by clicking **Edit your link lists** directly below the Menu field in the sidebar editor.
</Note>

### Open in new tab

Enable this setting to open the item selected from your menu in a new tab of your page visitor's browser.

### Dropdown menu alignment

Change the alignment of the text displaying each link in your Dropdown Menu (e.g., Left, Center, Right).

### Stretch block

Enable the Stretch Block setting to fill the remaining space of the Header Section.

A good rule for using the Stretch Block feature is to enable the Stretch Block feature for the Block on the far left of your Header Section.

For example, if you want to have your Logo on the far left side of your Header and a Menu and User Menu on the far right side, select **Stretch Block** for your Logo.

<div>
  <iframe />
</div>

Control the alignment and positioning of your Blocks by adjusting the Stretch Block and Block Alignment for the Blocks in your Header.

### Text alignment

Adjust the horizontal alignment of your Block in the Header to appear more left, centered, or right-aligned.

Keep in mind, this setting will be impacted by surrounding Blocks and their positioning and alignment.


# Add an Exit Popup to a page
Source: https://help.kajabi.com/articles/website/pages/add-an-exit-popup-to-a-page

Encourage visitors to take action before leaving a page.

## Overview

When someone visits your site for the first time, how can you encourage them to return? One proven, effective method is to build your email list.

An **Exit Popup** can help you do just that by appearing on your page visitor's screen when they attempt to leave your site. On this popup, you can include a message, an email opt-in, a coupon code, and more.

Enabling an Exit Popup will display your customized popup when a visitor shows intent to leave the page.

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, [see this article](../../website/pages/how-to-use-the-exit-popup-in-your-page-with-premier).
</Note>

On desktop devices, intent to leave the page is shown when your user's mouse passes the line between the page and the URL address bar in their browser:

<div>
  <iframe />
</div>

On mobile devices, the Exit Pop Up will only appear if you have Exit Popup Timed Reveal set up.

***

## How to enable an Exit Popup

1. Open the **Website** tab from the Dashboard.
2. Select **Website Pages** or **Landing Pages**.
3. Click the Page **Title** or the **Customize icon** to open the Page Editor, or click the **ellipsis ... icon** and select **Edit Details**.
4. Click **Exit Popup** in the sidebar panel.
5. Check **Edit Exit Popup** to preview it while editing.
6. Check **Enable Exit Popup** to enable it on your page:

<div>
  <iframe />
</div>

<Note>
  **Note:** Remember to uncheck **Edit Exit Popup** when you are finished editing the Exit Popup. Then, click **Save** to keep your changes.
</Note>

***

## How to customize an Exit Popup

### Add content blocks

1. In the **Exit Popup** section, click **Add Content**:

<img alt="Add Content" />

2. Select a **Content Block**.
3. Rearrange blocks by holding the **`=` icon** and dragging to your desired location.
4. Click **Save** to keep your changes.

Click each Block Type to learn more about its settings:

* [Call to Action](../../website/pages/how-to-use-a-call-to-action)
* [Form](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block)
* [Image](../../website/pages/how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238)
* [Text](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block)
* [Video](../../website/pages/how-to-add-a-video-block-to-your-pages#customize-your-video-block)

***

## Exit Popup settings

### Frequency

Customize the **Frequency** of the popup to only show it to returning visitors after a selected amount of days.

Because the Exit Popup is cookie-based, the most it will appear is once per day when viewed from the same device, unless the cookies are cleared every time. If you want the Exit Popup to appear regardless of how often your visitor attempts to leave the page, we recommend setting its Frequency to 1 to be triggered every 24 hours.

### Timed reveal

Customize the **Timed Reveal** to have the popup show after the visitor has viewed your page for a select number of seconds.

The popup will show on intent to exit the page or when the timer finishes, whichever occurs first. [On mobile devices](../../website/pages/does-the-exit-popup-display-on-mobile-devices), the Exit Popup appears **only** if the Timed Reveal for the Exit Popup has been configured.

***

## Popup layout settings

1. Customize the **Popup Background Color.**
2. Configure the **Vertical** and **Horizontal** alignment of blocks in the section.
3. Check **Make Container Flush** to remove the padding surrounding the blocks in the Exit Popup.

<img alt="Popup Layout Settings" />

<Tip>
  **Tip:** Create an [Automation](../../marketing/automations/automations-overview) to trigger a desired event after someone submits an Opt-in Form on your Exit Popup, such as adding a Tag to the new contact, send them a Coupon, or subscribe them to an Email Sequence.
</Tip>


# Add an Offer to a page
Source: https://help.kajabi.com/articles/website/pages/add-an-offer-to-a-page

Learn how to add Offer Blocks to your pages to display your products for purchase.

## Overview

On Kajabi, an **Offer** is the price tag and checkout page for your [Product](../../products/products-overview/kajabi-products-overview).

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-offers-to-your-premier-page).
</Note>

<div>
  <iframe />
</div>

***

## What is an Offer?

For Products to be purchased or granted, they must first be connected to an Offer. With Offers, you can create multiple prices for the same Products, provide different payment plans for your Products, and bundle Products together.

To add an **Offer Block** to your **Page**, you must first create an Offer in the **Products** tab.

Learn more about [Offers](../../sales/offers/offers-overview).

***

## How to add Offer Blocks

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the **Page Editor** for your **Page**. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. Click the **Section** you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
5. In the sidebar, click **Add Content**.
6. From the list, select **Offer**.
7. Your newly created **Offer Block** will generate at the bottom of the Section.
8. Select your Offer from the dropdown to populate the block with its information.
9. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customize an Offer Block

In an Offer Block, you can:

* Customize the [Block Width](../../website/pages/how-to-customize-the-block-width)
* Select the Offer displayed
* Adjust the appearance and content of the Block with Block Settings.

### Select Offer

To select an Offer from the dropdown, you must first create an Offer in the Products tab.

### Open in new tab

Enable this setting to trigger your action in a different tab of your user's browser.

### Don't show if currently owned

Enable this setting if the Offer has already been purchased by the customer.

This is a powerful, "smart" feature that allows you to upsell and cross-sell your Offers to existing customers, but will only display them if they don't already own the offering.

[Learn more about customizing your Library to upsell to existing customers](../../website/pages/customizing-your-library-page).

### Block settings

To adjust the look and feel of the Block, you may configure or customize:

* [Call to Action](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page)
* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

<Note>
  **Note:** If you choose to add a **Call to Action** button to your Offer card, only the CTA button will be clickable. If no CTA button is added, the entire card will remain clickable.
</Note>


# Add Blocks to a page
Source: https://help.kajabi.com/articles/website/pages/add-blocks-to-your-page

Learn how Blocks are used to build content onto your pages.

## Overview

A **Block** is used to build your content (e.g., Text, Images, Forms, and more) onto your pages.

Each Block is contained within a specific area of your page (known as a [Section](../../website/pages/add-sections-to-your-pages)):

<img alt="Block Example" />

Just as a Section is fully customizable, Blocks allow you to customize various features depending on the Block Type.

***

## Block types

Custom design your pages and deliver your content with the different Block Types.

Depending on the Block selected Block settings will vary.

Click to learn more about each Block Type:

| Block                                                                       | Block                                                                                                         |
| --------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| [Accordion](../../website/pages/how-to-add-an-accordion-block-to-your-page) | [Assessment](../../website/pages/how-to-add-an-assessment-block)                                              |
| [Blog Post](../../website/pages/how-to-add-a-blog-post-to-your-page)        | [Call to Action](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) |
| [Card block](../../website/pages/how-to-add-a-card-block)                   | [Countdown](../../website/pages/how-to-add-a-countdown-block-to-your-page)                                    |
| [Custom Code](../../website/pages/add-custom-code-to-pages)                 | [Event](../../website/pages/how-to-add-an-event-to-your-page)                                                 |
| [Event Video](../../website/pages/how-to-add-an-event-video-to-your-page)   | [Feature](../../website/pages/how-to-add-a-feature-block-to-your-page)                                        |
| [Form](../../website/pages/how-to-add-a-form-to-your-page)                  | And more...                                                                                                   |

***

## Adding Blocks

Kajabi helps you build beautifully designed pages by providing **Sections** and **Blocks** to deliver your content.

While Sections are used to organize and break up your content for your visitors to easily consume, Blocks are the content held within a Section.

### To add a new Block to your Section:

1. Open the **Website** tab from your Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. Navigate to the sidebar and select the Section you wish to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
5. Then, click **Add Content** at the bottom of the Section Editor from the sidebar.
6. Select the Block Type you wish to add:

<div>
  <iframe />
</div>

Remove a Block by scrolling to the bottom of the Block Editor in the sidebar panel and click **Delete This Block**. [Click here to learn how to rename, duplicate, hide, and delete Blocks on your page](../../website/pages/editing-blocks-on-your-page)

***

## Rearranging Blocks

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. Navigate to the sidebar panel.
5. Click into the Section containing the Blocks you wish to rearrange.
6. In the sidebar editor, hold `＝` and drag the Block to your desired location.
7. Release the Block in your desired location and click **Save** to keep your changes.

<div>
  <iframe />
</div>


# Add custom code to pages
Source: https://help.kajabi.com/articles/website/pages/add-custom-code-to-pages

Add custom CSS or Javascript to one or all pages of a website.

Add **custom code** to a single page or all pages on your website. If you want to edit the underlying code of your pages, see [Access the Code Editor](/articles/website/pages/how-to-access-the-code-editor).

<div>
  <iframe />
</div>

<Warning>
  **Important:** Be careful when adding custom code to your site. If you're adding code from a third-party, make sure you trust them - their custom code might surface negative consequences.
</Warning>

## Add custom code to a single page

### Page settings

1. Under **Website**, navigate to the website or landing page you want to edit.
2. Next to the page, click the **Customize** button.
3. In the page builder, click the **Settings** tab. <img alt="Custom Code1" />
4. Click the **Custom Code** section.
5. Add your **Custom CSS** or **Custom JavaScript** in the panel.
   <img alt="Custom Code2" />
6. Click **Save**.

<Note>
  **Note:** Do not include **`<style>`** or **`<script>`** tags in the **Custom CSS** or **Custom JavaScript** sections within page **Settings**.
</Note>

### Custom code block

Adding custom code in a block can be helpful for embedding content on your page, such as a calendar booking widget.

1. From the Dashboard, open **Website**.
2. Locate the **Website Page** or **Landing Page** you want to edit and click the **Page Title**.
3. In the page builder, open a **Section**.
4. Click **Add block**.
   <img alt="Add Block" />
5. Click **Custom Code**.
   <img alt="Add Block2" />
6. Add your custom CSS or Javascript in the **Code** field.
7. Add additional settings for the block's **Background** and **Layout**, as well as any **Animations** and **Time reveal** settings.
8. Click **Save**.

<Note>
  **Note:** In a **Custom Code Block,** you'll need to use `<style>` (for CSS) and `<script>` (for JavaScript) tags in order for your custom code to work.
</Note>

## Add custom code to all pages

Adding custom code to all pages can be helpful, such as [adding a cookie disclaimer](/articles/website/pages/cookies-and-cookie-disclaimers), custom fonts, analytics, or more to your website.

1. From the Dashboard, open **Settings.**
2. Under **Site settings**, click [**Site details**](https://app.kajabi.com/admin/last_site/edit/site-details).
3. Under **Page scripts**, enter your custom code in the **Header Page Scripts** field.
4. Click **Save**.

<Note>
  **Note:** Custom code added to the Header Page Scripts field will be included in the `<head>` tag of every page on your website, except Offer checkout pages and upsell pages. To add tracking code to checkout pages, see [Add a JavaScript tracking code to checkout pages](../../sales/checkout/how-to-add-a-javascript-tracking-code-to-your-checkout-pages).
</Note>


# Add custom fonts
Source: https://help.kajabi.com/articles/website/pages/add-custom-fonts

Add custom fonts to customize your pages with Kajabi's Page Builder.

## Overview

Kajabi offers many native fonts with the page builder. However, Kajabi also gives you the ability to use **custom fonts with Google fonts** or a **licensed font file** to design a uniquely branded page.

Regardless of your Kajabi plan, the Page Builder lets you add custom fonts to your page without accessing the code editor.

<Note>
  **Note:** Completion of the steps in this guide requires working with HTML and CSS code. If you aren't familiar with HTML and CSS, we recommend consulting with a web design professional regarding the addition of embed code to your Kajabi site.

  Keep in mind that OTF files are not supported by Kajabi and cannot be uploaded.
</Note>

<Note>
  **Note:** If you are using the Legacy builder, [Premier](../../website/pages/how-to-create-a-new-page-with-premier), custom fonts will require access to the code editor.
</Note>

Adding your custom font will require a basic understanding of **CSS**. This guide will help you understand how to add custom code, which lets you add custom fonts to your page.

***

## Cascading Style Sheets (CSS)

CSS is a style sheet language that is used to selectively style your HTML elements. For example, you can select a specific paragraph text within your page and change the color to green with CSS.

The **CSS Code Editor**, available with the Page Builder, lets you update your HTML style elements to change the fonts on your page.

***

## Headings and heading tags

The element tags for font **Heading** sizes are H1, H2, H3, H4, H5, H6. Understanding Heading tags and how to change them on your Kajabi page prepares you with the necessary knowledge for adding custom fonts to your page.

<img alt="Heading Tags" />

Recognizing the differences between each Heading tag will be helpful when adding your custom font.

**Font size** and **Style** lets you specify the exact text to apply your custom font to:

<div>
  <iframe />
</div>

***

## Add a custom font for headings

<Note>
  **Note:** If you are using the Legacy builder, [Premier](../../website/pages/how-to-create-a-new-page-with-premier), adding custom fonts will require access to the code editor.
</Note>

### How to select your heading tag

Kajabi uses standard Heading tags to define your Heading text. When adding your custom font to your page, you'll need to define the specific Heading tag that will take on the custom font style.

By defining a specific Heading tag, you can simply update that Heading tag throughout your page after adding your custom font to the Page Settings CSS.

#### To view and assign the Heading tag you wish to apply your custom font to:

1. Open the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Click into the page you wish to edit.
4. Select the **Text block** containing the text you wish to add your custom font to.
5. Highlight the specific text in the text editor.
6. Then, click **Formats** from the text editor options.
7. Select **Headings**.
8. Select the Heading tag you wish to use for your custom font.
9. Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Click the **expand icon** in your text editor to view your editor at a larger scale for easier viewing.
</Tip>

### How to add your custom font

With Kajabi's page builder, you can use Google Fonts or a licensed font file to add your custom font to your selected Heading tag.

If you wish to add a Google Font to your page, [click here to learn more about using Google Fonts on your page](../../website/pages/how-to-embed-custom-fonts-to-your-page).

<Note>
  **Note:** OTF files are not supported by Kajabi and cannot be uploaded onto your site.
</Note>

### Licensed font file

Follow the steps below to use your licensed font file on your page built with Kajabi. In this example, we will customize our Heading 3 text.

If you've purchased a font file and you have the license to use it, then you can use a .ttf, .woff, .woff2, or .eot font file type on Kajabi.

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

#### How to upload your licensed font file to your newly created page:

1. First, [create an assets page in your Kajabi landing page folder](../../website/pages/pages-explained) so you can reference it directly from Kajabi.
2. Open your **Assets** page and add a [Call to Action block](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page).
3. Write the name of your font file in the **Button text** (e.g., Cameliya.ttf).
4. Then, select **Download a file** for the **Button action**.
5. Upload your font file.
6. Then, click **Save**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Be sure to [keep your Assets page unpublished](../../website/pages/how-to-publish-and-draft-your-page) so that it is only visible and accessible internally to you and your team.
</Tip>

### How to add your licensed font file to your page

To add your licensed font file to your page, you will need to add **custom code** to your site with Kajabi's Page Builder.

If you are familiar with adding Google Fonts to your page, you will notice that the code used to add your licensed font file is [similar to the code used for your Google Font](../../website/pages/how-to-embed-custom-fonts-to-your-page).

<Note>
  **Note:** When you input the sample code below, replace FontName, FONTFILENAME, and XXXXXX with the real name of your font file (examples: Arial, Helvetica, Garamond, etc.).
</Note>

### TTF code

If you are using a TrueType font file, the following code will be added to your page:

```css theme={null}
@font-face {
  font-family: 'FontName';
  src: url('FONTFILENAME.ttf') format('truetype');
}
h1 {
  font-family: 'FontName', sans-serif;
}
```

### EOT code

If you are using an Embedded OpenType font file, replace the source line from the code above to contain the following information:

```css theme={null}
src: url('XXXXXX.eot') format('embedded-opentype');
```

### WOFF2 code

If you are using a WOFF2 font file, replace the source line from the code above to contain the following information:

```css theme={null}
src: url('XXXXXX.woff2') format('woff2');
```

1. Copy the link address from your **Call to Action** button:
2. Right-click your **Call to Action** button from your newly created **Assets page**.
3. Then, copy the link address:

<div>
  <iframe />
</div>

4. Now that you have copied the font file use the appropriate code based on your font file type (.ttf, .eot, .woff2) and paste it into the code provided above.

<Note>
  **Note:** When you input the sample code below, replace FontName, FONTFILENAME, and the sample URL with the real name of your font file (examples: Arial, Helvetica, Garamond, etc.) and your real source URL.

  For example, if you have a .ttf file, add your font file link address within the parentheses to define your source address ('FONTFILENAME.ttf'):
</Note>

<img alt="Font Code Example" />

<Note>
  **Note:** Ensure that your custom font displays on all web browsers with or without a custom domain connected to your site by removing the domain from the source url `src: url` in your code.

  By default, your link will include your Kajabi subdomain in the source url, but this may not accurately display your custom font if you have connected a custom domain to your site. Refer to the image above to create the correct custom code for your font.
</Note>

5. If your font file is an .eot file type, use the **EOT font format code**:

```css theme={null}
src: url('FONTFILENAME.eot') format('embedded-opentype');
```

Similarly, if you are using a .woff2 font file, use the WOFF2 font format code:

```css theme={null}
src: url('FONTFILENAME.woff2') format('woff2');
```

6. After adding your font file's link address to your custom font code, navigate back to the landing page where you want to add your custom font.

### To add the custom code:

1. In your page editor, open **Settings**.
2. Click **Custom code**.
3. Then, add your copied custom code containing your font file code into the CSS code field.
4. Be sure to click **Save** to apply and view your custom font.
5. After adding your font file to your Assets page, [preview the page](../../website/pages/preview-your-page).

<img alt="Custom Code Settings" />

<Tip>
  **Tip:** Want to add your custom font to multiple Heading tags? Locate the short form font size tags (e.g., H3) in your CSS code and add your desired Heading tags with commas to separate them.

  For example, if you want all of your Heading 1, 2, and 3s to display your custom font, your custom CSS would need to include H1, H2, and H3 in your code.
</Tip>

***

## Custom font for the entire website

Create a consistent brand with your custom font by adding it to every new page created on your website.

Use your **Site Settings** to apply code to your entire website. By using the custom font code created earlier, you can add it to your Settings rather than to an individual page.

### Then, add your custom font to your Site Settings:

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details**.
3. Then, navigate to **Page Scripts**.
4. In the Header Page Scripts field, add your custom font code
5. Add **Style** tags to your code. First, the opening style tag `<style>` above your custom font code, and then the closing style tag `</style>` directly below your custom font code.

<Note>
  **Note:** When you input the sample code below, replace FontName and the sample URL with the real name of your font file (examples: Arial, Helvetica, Garamond, etc.) and your real source URL.

  For example:

  ```html theme={null}
  <style>

  @font-face {
    font-family: 'FontName';
    src: url('/resource_redirect/downloads/sites/135263/themes/2148980623/downloads/ea3IaDotWWurDhwu8x3Wd_cameliya.ttf') format('truetype');
  }
  h3 {
    font-family: 'FontName', sans-serif;
  }

  </style>
  ```
</Note>

6. Then, click **Save** to apply your custom font to new pages created on your site:

<div>
  <iframe />
</div>

<Note>
  **Note:** If your existing pages do not contain your defined heading (in this case, our Heading 3 text), then the font will not load onto your page.

  Be sure to include the defined Heading tag for your custom font code in your website and landing pages to add your custom font to your pages:
</Note>

<div>
  <iframe />
</div>

If your custom font is not reflected in your page CTA buttons (.btn), form buttons (.form-btn), and footer, you will need to include the Body and Button font tags in your code. Your code should look similar to the following code:

```html theme={null}
<style>

@font-face {
  font-family: 'FontName';
  src: url('/resource_redirect/downloads/sites/135263/themes/2148980623/downloads/ea3IaDotWWurDhwu8x3Wd_cameliya.ttf') format('truetype');
}
body, p, ul, ol, a, .btn, .form-btn {
  font-family: 'FontName', sans-serif;
}

</style>
```

Be sure to replace FontName in the code sample above with your real font name and the `src: url` in the code with your font file URL. For this example, our source URL is the following:

```
/resource_redirect/downloads/sites/135263/themes/2148980623/downloads/ea3IaDotWWurDhwu8x3Wd_cameliya.ttf
```


# Add Sections to pages
Source: https://help.kajabi.com/articles/website/pages/add-sections-to-your-pages

Learn how a Section can be used to build a beautifully designed Page.

## Overview

A **Section** describes a specific area of your page containing [Block(s)](../../website/pages/add-blocks-to-your-page) used to organize and break up your content.

Your page will typically contain multiple Sections, which can be customized and previewed in the sidebar editor:

<img alt="Section Example" />

Sections are used to enhance your user's experience by organizing and presenting your content in an easy-to-consume, beautifully designed Page.

All Sections are made up of Blocks. This means that any Section can be replicated by adding Block Types to a Section.

However, it is important to note that Preset Sections with Preset Block Types (e.g., Text in Panel, Hero with Countdown) will differ in appearance compared to Sections in which you "Add Content" to include additional Block Types.

<Tip>
  **Tip:** Enable Guides from your [Design Tools](../../website/pages/build-your-page-with-design-tools) to help you differentiate each element on your page.
</Tip>

***

## Preset Sections

To help you build fully-integrated, powerful pages even faster, we've added more Preset Sections. With over 45 preset Sections to choose from, design your page exactly as you want:

* **[Basic Content](../../website/pages/add-a-basic-content-section-to-your-page)** sections include various preset Text Blocks, a Text Block with a Call to Action preset, or a Form Block and a Text Block.
* **[Hero](../../website/pages/how-to-add-a-hero-section)** sections have preset backgrounds that can include a Countdown overlay, Form overlay, Image overlay, or a Video overlay.
* **[Features](../../website/pages/how-to-add-a-features-section)** can be used to showcase your brand, product, or service with Feature Cards or Feature Columns.
* **[Carousel](../../website/pages/how-to-add-a-carousel-section)** can be used to display images, testimonials, and videos in an interactive Carousel section.
* **[Marketing & Events](../../website/pages/how-to-add-a-marketing-events-section)** sections help you grow your list, register visitors to an event, and more with Forms, Event Blocks, and more.

<Tip>
  **Tip:** Looking to add even more functionality to your page sections? Custom Website Widgets enable you to easily add a large variety of functionality to your online pages to increase user engagement, no code required. [Learn how to add a Website Widget to your page](../../website/pages/how-to-add-a-website-widget-to-your-page). (Note: This feature may be subject to an additional cost outside of your base Kajabi plan fee).
</Tip>

***

## Add a Section

1. Open the **Website** tab from the Dashboard.
2. Click the **Pages** tab.
3. Select the **Landing** tab.
4. Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
5. Click **+ Add Section** from the sidebar.
6. Select your desired Section and click **Add**.
7. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To preview a Section without adding it to your page, simply click the Section but don't click **Add**. The section will appear at the bottom of the landing page for you to preview. If you choose to proceed with adding it, select **Add**.
</Tip>

<Note>
  **Note:**
  Each page supports a maximum of 50 Sections. If you need additional content, consider consolidating related content into fewer Sections with multiple Blocks.
</Note>


# Add an Instagram Feed to a page
Source: https://help.kajabi.com/articles/website/pages/add-your-instagram-feed-to-your-page

Display your Instagram feed on your Kajabi page to create a personal feel to your brand.

## Overview

Displaying your social media feed with authentic content can be a great way to create a transparent, personal feel to your brand. It can encourage users to increase the time spent on your site and improve your website conversion rates.

Natively in Kajabi, you have the ability to link to your social media pages from your Kajabi site with linked icons for each app.

Additionally, you can build various website widgets including a widget to display your Instagram Feed onto your page with Kajabi Pages with the Instagram Carousel Widget. [Learn more](../../website/pages/how-to-add-a-website-widget-to-your-page).

Another common tool used to present Instagram posts on a website is **[SnapWidget](https://snapwidget.com/)**.

[Check out SnapWidget Examples and Demos](https://snapwidget.com/examples)

The best recommendation is to research and find the tool that best fits your business.

<Tip>
  **Tip:** Another great tool to consider using is [ElfSight](https://elfsight.com), which offers a wide variety of highly-customizable widgets.
</Tip>

***

## Step 1. Design your Widget with SnapWidget

To showcase your Instagram content on your Kajabi page:

1. Go to [https://snapwidget.com/](https://snapwidget.com/)
2. Sign up for a free account.
3. Then, begin designing your widget.

Learn to [create a new Instagram widget](https://help.snapwidget.com/en/articles/90737-how-do-i-create-a-new-instagram-widget) with SnapWidget.

*Example layout:*

<img alt="SnapWidget Example" />

<Note>
  **Note:** The free version of SnapWidget lets you customize the panels and get an embed code. However, when users click on the post in your widget, it will redirect them to a SnapWidget preview page instead of Instagram directly. With the [SnapWidget Paid Version](https://snapwidget.com/upgrade), photos link directly to Instagram.
</Note>

***

## Step 2. Copy your widget embed code

1. After designing your widget, click **GET WIDGET** in the sidebar panel.
2. Authorize your Instagram account and click **COPY TO CLIPBOARD**:

<img alt="Copy Widget Code" />

***

## Step 3. Add code to your page

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

To add the code for your widget to your page, create a **Custom Code Block** in a Section of your choice or create an entire **Custom Code Section**.

Learn to add [Custom Code](../../website/pages/add-custom-code-to-pages#add-and-remove-a-custom-code-block) for more details.

After creating your Custom Code Block on your page, paste the code copied in Step 2 into the Custom Code field.

*Example Custom Code Section with Instagram Feed:*

<img alt="Instagram Feed Example" />


# Am I able to change my website design and course anytime or does it stay that way once I publish it?
Source: https://help.kajabi.com/articles/website/pages/am-i-able-to-change-my-website-design-and-course-anytime-or-does-it-stay-that-way-once-i-publish-it

Learn about updating your website and course designs after publishing.

With Kajabi, you have the ability to update the design for your website and courses at any point after they've been published.

* [Learn to design your website with the Website Builder](/articles/website/pages/recreating-your-website-with-the-website-builder)
* [Learn to design your Course Products](../../products/courses/course-templates)


# Are Kajabi Pages mobile-friendly?
Source: https://help.kajabi.com/articles/website/pages/are-kajabi-pages-mobile-friendly

Learn about Kajabi's mobile compatibility for website and landing pages.

Yes. Kajabi website and landing pages are mobile-friendly because they’re responsive, meaning they automatically adjust to fit phones, tablets, and desktops (there’s no separate mobile version to build). Content can still look different on a small screen, so it’s worth previewing the mobile view before you publish and tweaking sections if needed.

## Preview your site on mobile

Before publishing, you can preview how your pages look on mobile directly in the page editor.

1. From the Dashboard, click **Website.**
2. Click **Website Pages.**
3. Open a page and click **Customize.**
4. Click the **mobile icon** in the top toolbar to switch to the mobile preview.

<Note>
  **Note:** The mobile preview is an approximation. Always test your live page on an actual mobile device before sharing it with customers.
</Note>

## Optimize your pages for mobile

Kajabi pages automatically adapt to mobile screen sizes, but some adjustments may improve the experience:

* **Section layout settings:** Control how sections stack on mobile, including column order, spacing, and visibility. [Learn how to customize section layout settings](https://help.kajabi.com/articles/website/pages/customizing-section-layout-settings).
* **Block layout settings:** Adjust individual block behavior on mobile, such as hiding a block on mobile only. [Learn how to customize block layout settings](https://help.kajabi.com/articles/website/pages/customizing-block-layout-settings).
* **Page load speed:** Large images and videos can slow down mobile load times. [Learn how to speed up your Kajabi site](https://help.kajabi.com/articles/website/pages/how-to-speed-up-your-kajabi-site-boost-desktop-and-mobile-load-times).


# Block AI & search engine bots from scraping a Kajabi site
Source: https://help.kajabi.com/articles/website/pages/block-ai-search-engine-bots-from-scraping-your-kajabi-site

Learn how to prevent AI bots and search engines from indexing or scraping your Kajabi site content.

## Permanently remove your URL from search engines

To remove content or a URL from Google Search permanently, take one of the following actions to remove the page permanently:

* Remove or update the content on your site (images, pages, directories) and make sure that your site returns a 404 (Not Found) HTTP status code. Non-HTML files (like PDFs) should be completely removed from your site. These can be indexed by bots.
* **Block access to the** content: For example, require a password.
* **Indicate that the page should not be indexed** using the `noindex` meta tag. This is less secure than the other methods. More information can be found [here](https://developers.google.com/search/docs/crawling-indexing/block-indexing).
* **Do not use robots.txt** as a blocking mechanism.

***

## Use custom code to hide your Kajabi site

This can be prevented by [using the Removals Tool to hide the URL.](https://support.google.com/webmasters/answer/9689846?hl=en\&visit_id=637254387395474418-2521364218\&rd=1)

Alternatively, if you are on an account plan that includes code editor access, like the [Pro Plan](https://kajabi.com/pricing), you have the ability to add custom code to your site to hide your Kajabi site from search engines.

<Warning>
  **Important:**
  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.

  Continue reading to learn how to add custom code to your pages on Kajabi to hide your login page from search engines.
</Warning>

***

## Add custom code to hide your Kajabi site

Prevent a page from appearing on most search engines by including a `noindex` meta tag in your page's code.

### How to include noindex meta tag in your page's code

1. Open the **Website** tab from the Dashboard.
2. Select **Modify code** from the dropdown option next to your Live site name.
3. From the **Snippets** directory, open the **global\_head.liquid** file.
4. Copy the **code snippet** below and paste between the **<head />** tags in your file.

**Code snippet:**

```liquid theme={null}
<!-- 'noindex' to hide login page from search engines === -->
{% if template == "login" %}
  <meta name="robots" content="noindex">
{% endif %}
```

5. Click **Save**:

<div>
  <iframe />
</div>

***

## Add custom code to the legacy template, Premier

If you are using the legacy template, Premier, you will add the same code snippet to your Premier template.

### How to add your code to your Premier template

1. Open the **Website** tab from the Dashboard.
2. Select **Modify code** from the dropdown option next to your Live site name.
3. From the **Layouts** directory, open the **theme.liquid** file.
4. Copy the **code snippet** below and paste between the **<head />** tags in your file.

**Code snippet:**

```liquid theme={null}
<!-- 'noindex' to hide login page from search engines === -->
{% if template == "login" %}
  <meta name="robots" content="noindex">
{% endif %}
```

5. Click **Save**:

<div>
  <iframe />
</div>

***

## Block AI bots - How Kajabi can help

Completely blocking AI bots from scraping your content can be tricky, but Kajabi can help you make it harder for them and discourage bots from scraping.

Many AI scrapers identify themselves with a unique code called a "user agent." Kajabi leverages Cloudflare to protect your sites, and can help you block scrapers with this method. Reach out to [security@kajabi.com](mailto:security@kajabi.com) and we'd be more than happy to help.

What are some web crawlers associated with AI? (this list is not exhaustive):

* User agent: anthropic-ai
* User agent: CCBot
* User agent: ChatGPT-User
* User agent: GPTBot
* User agent: OmigiliBot

It's important to consider the trade-offs between blocking access and allowing some scraping to occur. Blocking all bots can hurt your SEO since search engine crawlers are also bots.


# Build a website with Kajabi
Source: https://help.kajabi.com/articles/website/pages/build-a-website-with-kajabi

Create and design your website with streamlined templates and highly-customizable page editing features.

## Welcome to the Website Builder

Tell your story exactly the way you want without custom development.

With Kajabi, you can create and design your website with streamlined templates and highly-customizable page editing features.

### What is a website?

A website is your online presence, your storefront in the virtual world.

With a website you can share your story, display your branding, and deliver your value.

### Do I need a website?

A website offers a variety of benefits for knowledge entrepreneurs:

* Build credibility
* Attract customers
* Showcase your products and services
* Display your testimonials and reviews
* Encourage customers to contact you
* Establish your place online

On Kajabi, your website is made up of system website pages, custom website pages, and individual landing pages.

Already have a website? No problem.

Connect any page you wish to build on Kajabi to your third-party website by simply adding your page URL to your pre-existing website! [Learn more](../../website/pages/can-i-keep-my-third-party-website-active-while-using-kajabi)

With Kajabi, you are in control of your own business. Design your website and user experience exactly as you want to with the power and flexibility of Kajabi.

Looking to connect your own custom domain? [Click here](../../website/domains/connect-a-custom-domain) to learn how to connect your custom domain to Kajabi.

## Website tab

To better understand the website builder on Kajabi, we must first learn the difference between the Website tabs.

The Website tab includes:

* Website [**Design**](../../website/pages/how-to-upload-a-new-website-template)
* Tools to build Standalone [**Pages**](../../website/pages/pages-explained)
* Customize your [**Navigation menus**](../../website/navigation/build-navigation-menus)
* Your [**Blog**](../../website/blog/how-to-create-a-blog-post)
* And all the [**Analytics**](../../analytics/analytics-overview) for your site

<img alt="Website tab" />


# Build a page with design tools
Source: https://help.kajabi.com/articles/website/pages/build-your-page-with-design-tools

Learn to use the Design Tools to design your pages within the 12-column system available with the Website Builder and Kajabi Pages.

Learn to use the Design Tools to design your pages within the 12-column system available with the [Website Builder](../../website/pages/pages-explained) and [Kajabi Pages](../../website/pages/pages-explained).

<div>
  <iframe />
</div>

***

## Use Design Tools to build your page

Enable **guides and grid** to take control of the build of your Page and ensure better accuracy and symmetry in your designs.

**Take control of your design.**

Many modern websites use a grid system to keep content looking organized and appealing.

With Kajabi Pages and the Website Builder, you can organize and design your page with the 12-column system.

**Organize your content within a 12-column layout.**

With [Kajabi Pages](../../website/pages/pages-explained) and the [Website Builder](../../website/pages/pages-explained) Pages, each page has a width of 12 columns.

The [Blocks](../../website/pages/add-blocks-to-your-page) that make up the content for your page are placed horizontally within that 12-column layout.

As you customize your page, you can set how many columns each block takes to control the layout of your page.

Here are some common website layouts based on the 12-column system:

* One large column (12)
* Halves (6 + 6)
* Thirds (4 + 4 + 4)
* Fourths (3 + 3 + 3+ 3)
* Sixths (2 + 2 + 2 + 2 + 2 + 2)
* One half and two fourths (6 + 3 + 3)
* One third, one half, and one sixth (4 + 6 + 2)

...and any other combination you can think of, as long as the total column widths always add up to 12.

***

## Show guides

Guides provide a reference to the exact shape and size of each block in a section.

The Guide shows the border of the true shape and size of your sections and blocks.

### To enable the guide

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and click **Settings**.
* Open **Design Tools**.
* Then, check **Show guides**:

<div>
  <iframe />
</div>

***

## Show grid

The Grid displays the Columns that make up the width of the Page.

Use the Grid to align your blocks with the appropriate amount of spacing to better organize the look of your page.

### To enable the grid

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and click **Settings**.
* Open **Design Tools**.
* Then, check **Show Grid**:

<div>
  <iframe />
</div>


# Can I brand and design my website with Kajabi?
Source: https://help.kajabi.com/articles/website/pages/can-i-brand-and-design-my-website-with-kajabi

Design your website to best fit your brand and business with Kajabi's flexible customization tools.

With Kajabi's flexible customization tools, you can design your website to best fit your brand and business.

[Learn to brand your site and content.](https://help.kajabi.com/hc/en-us/sections/360008722713)

If your branding and design vision require specific customizations, you may need to add custom code to your website. If you have purchased Access or have the Pro Plan, you can add custom code to your site. Learn to [Access the Code Editor](../../website/pages/how-to-access-the-code-editor).


# Can I create an adaptable and customizable homepage?
Source: https://help.kajabi.com/articles/website/pages/can-i-create-an-adaptable-and-customizable-homepage

Kajabi gives you all the tools you need to easily build out your Home Page.

Yes, Kajabi gives you all the tools you need to easily build out your Home Page.

With Kajabi, you can create a homepage out of an About page, Course Catalogue (your webshop), your Blog, and more. Include Featured courses, client testimonials, and Company USP's (Unique Selling Propositions).

Check out the following articles to learn how to create a homepage that fits your business:

* [Build your custom homepage](../../website/pages/how-to-build-your-custom-homepage)
* [Navigation Tab Overview](../../website/navigation/navigation-tab-overview)
* [Blog Overview](../../website/blog/blog-overview)
* [How to Add a Testimonials Section](../../website/pages/how-to-add-a-testimonials-section)
* [Adding a Basic Content Section to Your Page](../../website/pages/add-a-basic-content-section-to-your-page)


# Can I create links to different sections of a page?
Source: https://help.kajabi.com/articles/website/pages/can-i-create-links-to-different-sections-of-a-page

Link to sections of your page by using a Call to Action for easy navigation.

Link to sections of your page by using a Call to Action. This simple feature is a great way to link to different sections of a long page so your page visitors can easily navigate through your page.

Learn [how to use a Call to Action](../../website/pages/how-to-use-a-call-to-action) for more details.


# Can I go back to the default favicon provided by Kajabi?
Source: https://help.kajabi.com/articles/website/pages/can-i-go-back-to-the-default-favicon-provided-by-kajabi

Learn about reverting to the default Kajabi favicon after deletion.

After the original Kajabi Favicon has been deleted, you cannot revert back to the default Kajabi favicon.

However, if you had saved or taken a screenshot of the Kajabi favicon image before deletion you can re-upload the favicon manually.

Learn to [upload Favicons](../../website/pages/how-to-upload-your-favicon-and-logo-used-on-new-templates) to your site.


# Can I keep my third-party website active while using Kajabi?
Source: https://help.kajabi.com/articles/website/pages/can-i-keep-my-third-party-website-active-while-using-kajabi

Connect your existing website to your Kajabi Pages with a link while keeping your third-party site active.

If you wish to keep your third-party website active while utilizing the [many other solutions Kajabi has to offer](https://kajabi.com/), connect your existing website to your Kajabi Pages with a link.

For example, link your Store page built on Kajabi to a page on your third-party website or your third-party checkout page to your Kajabi Page:

<img alt="Connect Kajabi to your third-party website" />

This allows your site visitors to navigate seamlessly between your third-party homepage and your landing pages built with Kajabi.

Learn to [copy your page links](../../website/pages/how-to-copy-your-page-link) with Kajabi.


# Can I make my links open in a new tab?
Source: https://help.kajabi.com/articles/website/pages/can-i-make-my-links-open-in-a-new-tab

Edit your links to open in a new tab or window in your visitors' web browsers.

Edit your links to open in a new tab or window in your visitors' web browsers. Learn to add your links to your Website Pages, Landing Pages, and Navigation Menus and encourage your visitors to explore different pages without exiting the initial page.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This method does not apply to Checkout Pages.
</Note>

***

## Edit your link

Configuring links to open in a separate tab is accomplished by adding text to the end of your page URL. This instructs the web browser to open the link in a new tab. Which means you can simply apply the methods below to Call to Action (CTA) buttons, Navigation Menu links, and Image Actions to go to a URL that will open the linked page in a separate tab on your visitors' web browsers.

***

## Navigation menu

* Open the **Website** tab from the Dashboard.
* Select **Navigation**.
* Click the Edit icon next to the link you wish to edit or create a new one.
* Copy `/"target="_blank`.
* Place your cursor at the end of the URL and paste `/"target="_blank` to the end of the URL.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Read [How to Customize Website Menus and Links](https://help.kajabi.com/hc/en-us/articles/360037080193) for more details.

***

## Pages

Add links that open in separate tabs on your [Website](../../website/pages/customizing-your-website-pages-with-the-website-builder) and [Landing Pages](../../website/pages/pages-explained):

* Call to Action (CTA) buttons
* Images
* Text

### Call to Action (CTA) buttons

* Add a [Call to Action block](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) to your Page.
* Open the Call to Action settings in the left sidebar editor.
* Navigate to Button Action.
* Select **Go to a URL** in the dropdown menu.
* Enter the URL you want your CTA button to lead to when clicked.
* Place your cursor at the end of the URL.
* Check the checkbox next to "Open In New Tab."
* Click **Save** to keep your changes.

<div>
  <iframe />
</div>

Read [How to Use a Call to Action](../../website/pages/how-to-use-a-call-to-action) for more details.

<Note>
  **Note:**
  When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

### Images

* In your Page, click the **Image** block to access the editor.
* In the sidebar, locate the **Image Action** dropdown menu.
* Click the dropdown menu and select **Go to a URL**.
* In the field below, copy and paste your URL into the text box.
* Navigate further down the sidebar editor and check the checkbox next to "Open In New Tab."
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  Checking [**Add to Section Gallery**](../../website/pages/how-to-add-an-image-to-your-page#h_f2a56d85-17a3-4a64-8137-ac8688bc2d1b) will disable your Image Action settings and only enable your Section Gallery when clicked. Be sure to uncheck **Add to Section Gallery**.
</Note>

### Text

Using a link in a text block requires a different method to create a link that will open in a separate tab. Learn to Insert/Edit Links in a Text block to open in a separate tab when clicked.

* Hover over the Text block you wish to edit and click **Edit**.
* In the sidebar editor, highlight the text you wish to hyperlink.
* Once highlighted, click the **Insert/Edit Link** icon.
* Enter your URL in the first text box in the editor popup.
* In the Target selector menu, choose **New window**.
* Click **Ok**.
* Then, click **Save** to apply your changes:

<div>
  <iframe />
</div>


# Can I transfer my existing website design and formatting from another platform to Kajabi?
Source: https://help.kajabi.com/articles/website/pages/can-i-transfer-my-existing-website-design-and-formatting-from-another-platform-to-kajabi

Learn how to migrate your website content from a third-party platform to Kajabi.

## Migrating to Kajabi

Transferring your existing website content from a third-party platform to Kajabi will require you to manually build your content with Kajabi's beautifully designed, highly customizable [pages](../../website/pages/pages-explained). If you wish to transfer your customers from your previous site to Kajabi, you will need to [import](../../contacts/manage-your-contacts/how-to-import-contacts-into-kajabi) those customers into Kajabi.

[Learn to set up your site with Kajabi](https://help.kajabi.com/hc/en-us/sections/1260802102469-Building-your-Website).

***

## Can I keep my third-party website active while using Kajabi?

If you wish to keep your third-party website active while utilizing the [many other solutions Kajabi has to offer](https://kajabi.com/demo), connect your existing website to your Kajabi Pages with a page link. Link your pages with buttons, [CTAs](../../website/pages/how-to-use-a-call-to-action), and your [navigation menu](../../website/navigation/build-navigation-menus). This will allow your site visitors to navigate seamlessly between your third-party homepage and your landing pages built with Kajabi.

Learn to [copy your page links](../../website/pages/how-to-copy-your-page-link) with Kajabi.


# Can I use a different two step opt-in popup for two different site pages?
Source: https://help.kajabi.com/articles/website/pages/can-i-use-a-different-two-step-opt-in-popup-for-two-different-site-pages

Learn about the limitations of using different Two Step Opt-in Popups on Kajabi site pages.

At this time, it is not possible to use a different Two Step Opt-in Popup on two different Kajabi site pages. When you edit the Two-Step Opt-in Popup on any site page, your changes will automatically reflect on every other website page where the opt-in is used.

<Note>
  **Note:**
  The Two Step Opt-In Popup cannot be added to the Login Page or the 404 Page.
</Note>

[Learn how to use the Two Step Opt-in Popup](../../website/pages/how-to-use-the-two-step-optin-popup).


# Change the language on Kajabi
Source: https://help.kajabi.com/articles/website/pages/can-you-change-your-language-on-kajabi

Customize the language used on your site with Kajabi's language settings.

Yes. You can change your language settings to customize the language used on your site.

[Learn how to change your language settings.](../../account-settings/my-kajabi/change-your-site-language)


# Change the homepage
Source: https://help.kajabi.com/articles/website/pages/change-your-homepage

Learn to change the page displayed when visitors view the root of your site.

Learn to change the page displayed when your Users view the root of your site. When visitors enter or search your domain, you can change your settings to display the Template Home, the Login page, a Landing Page, or your Store.

<div>
  <iframe />
</div>

***

## Changing your homepage: Site details

### To change your homepage

* Open the **Settings** tab from the Dashboard.
* Click **Site Details**.
* Scroll down to the Homepage header and open the dropdown menu.
* Select the Page you want to be displayed when your visitors view the root of your site.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Selecting your page

### Change your homepage to

* **Show a Landing Page** to direct your visitors to a Landing Page created in the Pages tab.

* **Show the Library - users will be prompted to sign in** to direct your visitors to your Login page customized under your Design tab.

<img alt="Show the Library" />

* **Show the Template Home** to direct your visitors to the Homepage found under your Design tab.

<img alt="Show the Template Home" />

* **Show the Store** to direct your visitors to your Store customized under the Design tab.

<img alt="Show the Store" />


# Cookies and cookie disclaimers
Source: https://help.kajabi.com/articles/website/pages/cookies-and-cookie-disclaimers

Learn about the cookies Kajabi uses on your site and how to add a cookie disclaimer.

Kajabi uses **cookies** to help your site run and to provide the best experience for your visitors and customers. This article provides an overview of the cookies Kajabi uses on your site to help you better understand those cookies, and to help you document your cookies for your visitors.

<Note>
  **Note:**
  Keep in mind, this article does not cover the cookies Kajabi uses for the Kajabi website. For more information about the use of our cookies, including the cookies we use on kajabi.com, see our [Cookie Notice](https://kajabi.com/policies/cookie-notice) and [Privacy Policy](https://kajabi.com/policies/privacy).
</Note>

***

## What are cookies?

**Cookies** are small pieces of data that store small pieces of information. Websites send cookies to a user's browser to track user behavior and enable user-specific features such as checkout page purchases and login sessions.

It's important to understand that cookies are a necessary part of website functionality, as well as a source of privacy concerns and potential security risks if used maliciously or represented incorrectly on your site.

Documenting and sharing the cookies used on your site with your site visitors is important for complying with various privacy rules and regulations, and for creating a transparent, trustworthy brand that your contacts and site visitors can feel confident about.

[Learn more about how Kajabi helps you with privacy regulations](../../marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations).

***

## Add a cookie disclaimer

Various laws require website owners to inform their visitors of cookies placed on their site and to ask for visitors' consent to the use of the cookies. Adding an appropriate cookie disclaimer will help you comply with regulations.

Inform your visitors of the various cookies used on your site by installing and managing a third-party cookie disclaimer.

We suggest using free cookie managers like [Cookie Script](https://cookie-script.com/) or a paid cookie manager like [Osano](https://www.osano.com/) or [OneTrust](https://www.onetrust.com/) on your site.

<Note>
  **Note:**
  If your [Landing Page A/B test](../../website/pages/landing-page-ab-testing-overview) metrics are lower than expected, ensure your cookie blocker platform is configured to allow the "rl\_anonymous\_id" cookie as a required cookie rather than categorizing it as a performance cookie.
</Note>

***

## Add a cookie consent banner script

For the purpose of this article, we added the Standard Cookie Script from [Cookie Script](https://cookie-script.com/) onto our example site.

### After finding your desired Script, add your Script to your site

1. Copy the generated script.
2. Then, log into your Kajabi account.
3. Open the **Settings** tab from your Dashboard.
4. Click **Site Details**.
5. Scroll down to the **Page Scripts** section.
6. In the text box, paste your generated script.
7. Click **Save**

<img alt="Page scripts field" />

Adding your cookie script to Page scripts will install your cookie disclaimer on every page of your site, which allows page visitors to accept or block the cookies your website uses.

<Note>
  **Note:**
  Page scripts are not included on Offer checkout pages or upsell pages. If you need cookie consent banners on those pages, add the script separately using the checkout page tracking code settings.
</Note>

Preview your site to view your newly installed cookie disclaimer.

<img alt="Cookie Disclaimer" />

***

### Kajabi Meta Pixel integration

If you are also using the [**Kajabi Meta Pixel**](../../api-integrations/analytics-integrations/meta-pixel-with-kajabi) integration, you must configure it to use both [Cookie Scripts consent mode](https://help.cookie-script.com/en/banner-settings/enable-facebook-pixel-consent), and Facebook Consent mode:

<img alt="Meta Pixel consent mode" />

<Tip>
  **Tip:**
  If you have access to the Code Editor available with the Pro Plan, paste your preferred Cookie Script to specific Pages of your site! Learn more about our different pricing plans at [kajabi.com/pricing](https://kajabi.com/pricing).
</Tip>


# Create a lead generation landing page
Source: https://help.kajabi.com/articles/website/pages/create-a-lead-generation-landing-page

Quickly begin building an email list of prospective customers for your business.

<div>
  <iframe />
</div>

## Overview

Use Kajabi's Lead Generation Landing Page Wizard to quickly and easily capture the email addresses of potential customers, even if you haven't yet built a Course or a Website.

The Wizard helps you generate a single web page with an embedded Contact Form. Use the Form to capture your page visitors' email addresses to build your email list and market your products.

***

## Create a lead generation landing page

Build your Lead Generation Landing Page in as little as a few minutes with the Landing Page Wizard in Kajabi.

<Tip>
  **Tip:**
  Have your business Logo image file handy. You'll need to upload it in Step 1.
</Tip>

### To open the Landing Page wizard

If you've never created a Landing Page before:

1. Select the **Website** tab from your Dashboard.
2. Select either **Website Pages** or **Landing Pages**.
3. Choose **Landing** as your Page type from the top navigation menu.
4. Click **Get Started** to launch the Wizard.
   Or click **Browse templates** and select the **Lead generation page creator**:

<div>
  <iframe />
</div>

If you've created a Landing Page before:

1. Select the **Website** tab from your Dashboard.
2. Choose **Landing** as your Page type.
3. Click **+ New Landing Page**.
4. Select the **Lead generation page creator**:

<div>
  <iframe />
</div>

Next, follow the prompts in the Wizard to build your Landing Page. After you make a change, the preview will automatically update.

### Step 1: Customize your page

1. Click **Pick File** to upload a business **Logo** to display at the top of the Page.
   (Note: If you've uploaded a Logo in your [Site Branding Settings](https://help.kajabi.com/hc/en-us/articles/360037850453), it may already appear on the template. Click "Replace file" to choose another image.)
2. (Optional) Customize your **Button color** and **Background color** by clicking on the color pickers and selecting or inputting your desired colors.
   Use the color picker sliders to create a custom color, or input a Hex code or RGBA color values.
3. (Optional) Select a **Font** from the dropdown menu and customize your **Font color** by clicking on the color picker and selecting or inputting your desired color.
   If you select a dark Background color, we automatically update the Font color to white to make it readable against the dark background. To edit the Font color, change your Background color to a lighter color.
4. Click **Continue**:

<div>
  <iframe />
</div>

### Step 2: Write content for your page

1. Create a page **Headline** and **Supporting copy** encouraging people to sign up for your email list.
   You can either input your own copy or use Cofounder to help.
2. (Optional) Click **Generate content for your page** to open Cofounder.
   Input a detailed **Topic** for your marketing copy and click **Generate**.
   Edit the generated Headline and Supporting copy as desired and click **Apply**.
   (Or click **Try again** to generate a new set of copy).
3. Click **Continue**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  Not sure about your copy? You'll be able to refine it again later as many times as you like. Learn more about [how to use Cofounder](/articles/cofounder/cofounder-overview) to help you generate a great first draft of your marketing copy.
</Tip>

### Step 3: Set up your social links

1. Optionally add any or all of the following social media profile links to your Landing Page:

* Facebook
* Instagram
* Twitter
* YouTube
* LinkedIn
* TikTok

<img alt="Set Up Your Social Links" />

### When you've finished building your Landing Page

1. Toggle on the **Show preview only** setting at the top right to preview a larger image of your page.
2. (Optional) Click **Go back** if you'd like to return to a previous step in the Landing Page Wizard and make any changes.
3. Click **Finish** to create your Landing Page:

<img alt="Preview and Publish Your Page" />

***

### Share your page

Once you've generated your Landing Page, share it with your audience to begin capturing leads.

1. Click **Copy Link** in the completion pop-up modal to share your Page on your social media channels. You can also click the icons to share your Page directly to Facebook, Twitter, or LinkedIn:

<img alt="Modal - Copy Link" />

2. Or copy your Page link at any time by navigating to Website > Pages > Landing and clicking the **Copy URL** icon next to your Landing Page:

<img alt="Copy Landing Page URL" />

If you've already built a business Website, you can also add a link to your Landing Page from your other site pages or your site navigation menu. Learn more about [how to connect a Landing Page to your Website](../../website/pages/how-to-connect-your-landing-pages-to-your-website).

***

## Edit your page and form details

Customize the settings for your Landing Page and Contact Form to best fit your business needs.

### Page details

Conveniently edit your Page URL, SEO settings, and other Page details by clicking **Edit URL slug** in the completion pop-up modal:

<img alt="Modal - Edit URL" />

Or edit your Page details at any time by navigating to Website > Pages > Landing, clicking the … dropdown menu next to your Landing Page and selecting **Edit details**:

<img alt="Edit Page Details" />

Learn more about [how to customize your Page details](../../website/pages/customize-your-page-details).

<Tip>
  **Tip:**
  Looking to go back later to change your written copy or Page design? Navigate to Website > Pages > Landing and click either your Page Title or the Customize icon to open your Landing Page in the Page Builder for editing.
</Tip>

### Form details

Immediately customize your opt-in settings, Form fields, after-submission settings, and other Form details by clicking **View form details** in the completion pop-up modal:

<img alt="Modal - Form Details" />

Or edit your Form details and view your Form submissions at any time by navigating to Marketing > Forms and clicking the **Edit** and **Submissions** icons next to your Form:

<img alt="Edit Form and View Submissions" />

Learn more about [how to customize your Form](../../marketing/forms/create-and-build-your-form) and [how to view Form submissions](../../marketing/forms/how-to-view-form-submissions).

***

## Offer a lead magnet or freebie

Give your contacts a sample of your content by providing a downloadable file in your landing page.

### To add a downloadable file in your landing page

1. Open the **Website** tab from the Dashboard.
2. Select **Landing Pages.**
3. Open the page editor for your landing. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
4. From the sidebar, click **Opt-in Form**.
5. Then, open the **Form** block.
6. Set up the action triggered after the Form is submitted from the page by locating the **Thank You Page** dropdown.
7. Select **Download a File**.
8. Click **Pick File**.
9. Follow the on-screen prompts to upload your downloadable file.
10. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

By including a downloadable file in your landing page, your leads will be able to download your freebie after signing up.

[Learn more tips](https://kajabi.com/blog/27-actionable-tips-to-create-an-effective-lead-magnet) to create a lead magnet or freebie [and additional ways](../../sales/offers/how-to-send-a-pdf-to-a-customer-after-a-purchase) to send a lead magnet or freebie to a customer.


# Create a Privacy Policy & Terms page
Source: https://help.kajabi.com/articles/website/pages/creating-your-privacy-policy-terms-page

Learn to create and share your Privacy Policy & Terms Page for your business.

Learn to create and share your Privacy Policy & Terms Page for your business.

<div>
  <iframe />
</div>

***

## Creating your Privacy Policy & Terms

Creating your Privacy Policy & Terms Page can be a daunting process, we get it.

### We went through it too

There is a lot to consider when drafting your Business Policies.

Because of this, we recommend conducting your own review of whether your business and website require compliance with specific policies and laws.

This can include privacy laws such as the California Consumer Privacy Act (CCPA) and the EU General Data Protection Regulation (GDPR). It may also involve various rules, guidelines, and laws such as the Americans with Disabilities Act (ADA), any and all accessibility guidelines or laws, automatic renewal or subscription rules, sales tax rules, the Health Insurance Portability Accountability Act (HIPAA) and more.

**We know, it's a little intimidating (or a lot, let's be honest).**

And it may not cover all the rules, laws, and guidelines that can apply to your specific business.

But it is important to remember that these policies are meant to help you create an honest, transparent, and accessible brand to build a loyal, trusting relationship between you and your customers.

### As entrepreneurs, experts, and influencers, you are the owner of your business

Here at Kajabi, our mission is to provide the tools to empower you to achieve success online. Although we provide resources and tools, we cannot provide you with any legal advice. Your use of this information is done at your own risk as you take ownership of your business policies.

*Disclaimer: Kajabi and any of its employees, contractors, or attorneys participating in providing the information contained in this Article or elsewhere on our website expressly disclaim any warranty.*

**As owners of your business and brand, please review your policies carefully before adding them to your site as you are not only responsible for including the appropriate policies on your website but are also responsible for following your published policies.**

***

## Need help crafting your business policies?

If you would like assistance customizing policies appropriate to your business, we recommend visiting:

### 1. TermsFeed.com

If you are just starting out and looking for free policies, TermsFeed offers those too! Head to Resources in their navigation and select Templates. As your business grows, we definitely recommend paying the one-time fee to customize your policies.

[<img alt="TermsFeed Privacy Policy" />](https://shareasale.com/r.cfm?b=868553\&u=2373632\&m=65338\&urllink=\&afftrack=)

*Heads up: The link to TermsFeed.com is an Affiliate Link. If you purchase any products offered by TermsFeed, Kajabi may earn a commission at no additional cost to you.*

### 2. Online policy generator services of your choosing

### 3. Contact a legal advisor in your jurisdiction

***

## Use of cookies

Cookies are small pieces of data that store small pieces of information. Websites send cookies to a user's browser to keep track of users and enable user-specific features such as e-commerce shopping carts and login sessions.

Typically, cookies are used to make using websites easier for their users.

It is important to understand that cookies are a necessary part in website functionality as well as a source of privacy concern and a potential security risk if used maliciously or incorrectly represented in your policies.

Documenting and sharing the cookies used on your site is important for complying with various rules and regulations concerning the privacy of your users such as GDPR and CCPA and for creating a transparent, trustworthy brand your contacts and site visitors can feel confident using.

With Kajabi, inform your visitors of the various cookies used on your site by installing and managing a third-party cookie disclaimer. [Learn more](../../website/pages/cookies-and-cookie-disclaimers)

[**Click to learn more about the cookies Kajabi uses**](https://help.kajabi.com/hc/en-us/articles/1260804142350).

Review [Kajabi's Cookie Notice](https://kajabi.com/policies/cookie-notice) to understand the active cookies on the Kajabi website.

Be sure to document any additional cookies you may add to your site.

Learn more about [**Kajabi's Online Privacy Policy**](https://kajabi.com/policies/privacy) for details.

***

## Adding your Privacy Policy & Terms with Kajabi Pages

Build and customize your Privacy Policy & Terms Pages with the Policies template available with Kajabi Pages:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the **Landing** tab.
* Navigate to the top right corner and click **+ New Page**.
* Select the **Policies** template.
* Click **Get Started**.
* Enter your Privacy Policy & Terms Page Title to be displayed in the tab of your visitor's browser. (Want to change the title later? Learn to [**edit your Page Details**](../../website/pages/customize-your-page-details).)
* Click **Create**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**
  [Maximize your Text Block](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) to easily add your Privacy Policy to the template.
</Tip>

***

## Adding Policy Links to your website

Now that you have completed the difficult part of creating your policies (drafting and double-checking the content of your Privacy Policy and Terms Page), learn to link your policies to your website.

Ensure that your Policies are easily accessible to your users by linking your Policies Page in the Footer of your site pages.

### How to link your Privacy Policy Page

#### First, copy the URL to your Privacy Policy and Terms Page

<div>
  <iframe />
</div>

#### Then, add your link to your Website Navigation Menu

* Open the **Website** tab from the Dashboard.
* Click **Navigation**.
* Create a [**New Navigation Menu**](https://help.kajabi.com/hc/en-us/articles/360037080193) or locate an existing Menu. (We recommend selecting a Menu specifically created for your Page Footer.)
* Click **+ Add Link**.
* Select **Link**.
* Enter the Name of your Link that will be visible to your site visitors.
* Then, paste your copied Page Link to the **Path or URL** field.
* Click **Save** to apply:

<div>
  <iframe />
</div>

After adding your policies page to your desired Website Navigation Menu, simply select the Menu when customizing your Pages.

[**Learn to assign your Navigation Menu**](../../website/navigation/how-to-assign-your-navigation-menu).


# Create a website
Source: https://help.kajabi.com/articles/website/pages/creating-your-website

Learn to create your website with the Website Builder.

Learn to create your website with the Website Builder.

***

## Get started

Take the first step to building your website on Kajabi.

Begin the website building process by first selecting the template that best fits your business and brand.

* Open the **Website** tab from your Dashboard.
* Click **Design**.
* Then, select **Template Store** from the top menu:

<img alt="Website Design - Kajabi" />

* Select your **Template** from the Template Store.
* Click **Add to saved templates** to save the Template.

***

## Template Store

The Template Store contains all of the streamlined and pre-designed templates available to you to help you get started.

Select a streamlined template to begin your design from scratch or select a pre-designed template that best fits your vision.

With Kajabi, all of the templates are included regardless of your plan and do not cost extra.

And with Kajabi, you are in control.

Both the streamlined templates and the pre-designed templates contain all the same highly customizable page editing features to help you design the page of your dreams.

***

## Site details

Now that you have selected your website template, we recommend setting up your remaining branding settings.

Configure your [**Site Settings**](https://help.kajabi.com/hc/en-us/articles/360043367854) to streamline your website building process.

Two main settings to set up:

* [**Branding**](https://help.kajabi.com/hc/en-us/articles/360037850453) section will allow you upload a favicon and logo that will be used on all newly created pages in Kajabi.
* [**Colors**](https://help.kajabi.com/hc/en-us/articles/360037850453) will give you the option to pick the default color palette that will show up when customizing any page in Kajabi.

These settings are located in your Site Details:

<img alt="Website Design - Kajabi" />

***

## Creating a page

### Step 1. Select your template

Kajabi provides you with basic streamlined pages and premium-designed pages to help you get started designing your pages.

Read [How to Create a New Page](../../website/pages/how-to-add-pages-to-your-website) to get started designing your custom pages.

<div>
  <iframe />
</div>

### Step 2. Customize your settings

After selecting your template, you may first want to set up your Settings before diving into the design of your custom Page.

### Step 3. Build Sections & Blocks

To begin building your Page, let's discuss the structure of your Page. Kajabi Pages are made up of

* [Blocks](../../website/pages/add-blocks-to-your-page)
* and [Sections](../../website/pages/add-sections-to-your-pages).

Each Section of your Page is made up of specific Blocks (e.g., The [Image Gallery Section](../../website/pages/how-to-add-an-image-gallery-to-your-page) is made up of six Image Blocks).

Although Kajabi provides you with preset sections, each section is customizable. Regardless of the Section you choose, you can always remove, add, and edit the Blocks within your chosen Section according to your design vision.

### Step 4. Design your page

Customize your Page with:

* [Preset Sections](../../website/pages/add-sections-to-your-pages#h_48693c0b-329a-48b6-8edb-9318e4b7eae5)
* [Adjustable spacing](../../website/pages/how-to-customize-the-block-width)
* Optimize visibility by device type by [Block Layout](../../website/pages/customizing-block-layout-settings) and [Section Layout](../../website/pages/customizing-section-layout-settings)
* And create [engaging animations](../../website/pages/customizing-block-animations) to wow your site visitors.


# Customize page details
Source: https://help.kajabi.com/articles/website/pages/customize-your-page-details

Learn to modify your Page title, URL slug, visibility, and SEO settings.

## Modify your page details

1. Open the **Website** tab from your Dashboard.
2. Select **Website Pages**.
3. Click the **ellipsis `…` menu** to the right of the **Page title** and select **Edit details**.
4. Change the **Page title**, **URL slug**, or edit **SEO and social sharing** settings:

<img alt="Pages details" />

### Landing Page details

The title of your Page displays on your viewer's web browser tab. Edit this under **Page title.**

### URL slug

<img alt="URL slug" />

The **URL slug** appears at the end of a Page's URL, and is considered the location of that Page.

For example, on the Kajabi website, our latest product updates are located at kajabi.com\*\*/updates\*\*, so /updates is the URL slug.

If needed, edit your Page's location under **Page details > URL slug**. See how your full URL appears under **Preview**.

Click the **Copy** button next to the URL slug to grab the full URL of the Page.

### Visibility

<img alt="page visibility" />

Under **Status**, change the general visibility of your Page to either **Published** or **Draft**.

* **Published** Pages are viewable and accessible to visitors who have the Page URL.
* **Draft** Pages are not accessible to visitors, regardless of whether they have the URL. Use Draft Pages to prepare for your site launch, add Products, and more.

**Member Visibility** further restricts access to the page.

### SEO and sharing

**SEO and social sharing** settings for your Page make it easier for people to find your Page on search engines and social media sites, and improve your ranking in search results. These values may display when your Page URL is shared by text or email.

<Warning>
  **Important:**
  If you do not enter your SEO and social sharing settings under each Page, they will default to the values you entered under SEO settings in your [**Site details**](../../website/pages/seo-and-sharing#h_916d67e7-770b-4b3e-97ab-6571a5e1c57e).
</Warning>

<img alt="seo and social sharing settings" />

SEO and social sharing settings include:

* **Page title**: Describe your Page content to a max of 70 characters. [Learn how to optimize your Page title](../../resources/business-guides/get-started-with-seo#h_01FTVB6PVT6HCRQ2S23V364HTB).

* **Page description**: Summarize your Page content in 1-2 sentences, up to a max of 300 characters. Set a Page description in the SEO and social sharing section of a Page or Blog post. [Learn how to optimize your Page description](../../resources/business-guides/get-started-with-seo#h_01FTVB6VC1BE8SPC2E9YQXZGZB).

* **Show page in search results**: Toggling this off will prevent search engines from showing the Page in their results or following any links on the Page.

* **Page image**: You can set a social image in the SEO and social sharing section of a Page or Blog post. This may display when your link is shared by text, email, or social media.


# Customize page font and style with the Style Guide
Source: https://help.kajabi.com/articles/website/pages/customize-your-page-font-and-style-with-the-style-guide

Learn to customize your default colors, fonts, and the general appearance of your page with the Style Guide setting.

With Kajabi, you can customize your default colors, fonts, and the general appearance of your page to look great on any device by customizing your pages with the Style Guide. The Style Guide setting ensures that your brand and style are consistent across your page.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-customize-your-fonts-and-colors-in-your-premier-page-settings).
</Note>

***

## General appearance

Customize the general appearance setting for your page by selecting a background image and/or a background color to display across your entire page.

Not seeing your image in the background? Be sure to select **Use Background Image** and adjust your [Section Background Settings](/articles/website/pages/how-to-customize-your-section-background-settings) for the sections you wish to display your page background image.

Play with different sections, various backgrounds, and colors to build creative visual effects on your page:

<div>
  <iframe />
</div>

<Note>
  **Note:** Only available in your website page editor with the website builder. [Learn more](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>

***

## Colors

Your selected Primary Color is used throughout your page, including the color of text buttons, social icons, and video play buttons. We recommend customizing your Primary Color to fit your brand.

### To change your Primary Color

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* Then, click **Primary Color** to select from your [site color palette](https://help.kajabi.com/hc/en-us/articles/360037850453#colors) or select a custom color:

<div>
  <iframe />
</div>

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

***

## Buttons

With the website builder, design the look and feel of your buttons across your standard website pages:

<div>
  <iframe />
</div>

If you wish to override your button global settings in any section of your standard website pages, simply click the button in the section you wish to customize and override the global settings.

<Note>
  **Note:** Only available in your website page editor. [Learn more](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>

### Button background color

Click the **Button background color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button text color

Complement your Button Background Color with a different Button Text Color.

<Note>
  **Note:** The Button Text Color is for [solid buttons](#button-style) only.
</Note>

Click the **Button Text Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button width

Adjust the width of your Button:

* **Full**: fill the width of the button area
* **Auto**: automatically adjust the width to fit the text

### Button style

Change the style of the Button:

* Solid colored button
* Outline of your Button Background Color

### Button size

Adjust the size of your Button:

* Small
* Medium
* Large

Changing the size of your button will change both the button background and text size.

### Button border radius

Customize your Button Border to appear more rounded or squared. Enter your desired value in pixels up to 50 to adjust your button border radius.

The lower the value, the more square your button will appear, and the higher the value, the more round your button will appear.

***

## Fonts

Fonts play a significant role in the personality of your brand.

Adjust your page font to change your font size and style natively on Kajabi.

In the Font settings of your Style Guide, select from a variety of Font Types, customize the Font Weight, and adjust the Line Height for your Text Body and Headings.

### To change your fonts

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* Scroll down to the **Fonts** section and configure your Font settings:

<div>
  <iframe />
</div>

***

## Font colors

Looking to brand all Body and Heading Font Colors to streamline the design of your landing page? Configure your Font Colors in your Style Guide Settings.

<Note>
  **Note:** Looking to customize individual letters of your text? Learn to [add and customize your Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block).
</Note>

### To change your body and heading font colors

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* There, scroll down to the **Font Colors** section.
* Click the colored circle next to Body Font Color or Heading Font Color to select a new color:

<img alt="Font Colors Settings" />

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

***

## Desktop and mobile font sizes

A big, bold heading can look great on a desktop. But on a mobile device (where there isn't as much screen space) big font sizes can look awkward or broken.

With Kajabi Pages, customize your font sizes for Desktop and Mobile viewing. This ensures that no matter which device type your audience is using, your page's typography looks beautiful and appropriately sized.

Kajabi uses standard web heading sizes. Heading 1 (h1) is generally the biggest and is great for titles. Heading 2 (h2) is generally the next biggest, and so on for Headings 3 (h3), 4 (h4), 5 (h5) and 6 (h6).

Your "Body" size refers to the standard paragraph text like you're reading right now. By default, the "body" size is the paragraph text or small text in a [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page).

### To change your heading and body font sizes

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* Scroll to the bottom of the sidebar editor and locate **Desktop Font Sizes** and **Mobile Font Sizes**.
* Click into each dropdown menu to configure your font sizes. Font sizes are listed in pixels, like you'd see in a word processing program:

<img alt="Font Size Settings" />

<Tip>
  **Tip:** Customize your Desktop and Mobile font sizes with the corresponding Preview located in the bottom right corner of the Template Editor.
</Tip>

***

## Error messages

Customize the color of the error messages that appear if your users encounter an error on your page:

<img alt="Error Message Settings" />

<Note>
  **Note:** Only available in your website page editor. [Learn more](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>


# Customize block animations
Source: https://help.kajabi.com/articles/website/pages/customizing-block-animations

Learn to add animations to your blocks to create a visual effect when a visitor opens your page.

Learn to add Animations to your Blocks to create a visual effect when a visitor opens your page.

<div>
  <iframe />
</div>

***

## Adding animations to your block

Animations can add a lot of personality to your page. With Animations, add motion to each individual Block as the page loads and scrolls.

Select the type, direction, delay, and duration of your animation.

* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Hover over the block you want to customize and click **Edit**.
* Navigate to the sidebar and locate your Block Settings.
* Click **Animations** to access the Block Animation Settings
* Be sure to click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Easily identify the blocks with animation settings enabled when customizing your page

<img alt="Block with Animation Enabled" />

***

## Animation settings

### Animation types

* **None**: select to disable Animations
* [Fade](#fade)
* [Flip](#flip)
* [Zoom](#zoom)

### Fade

Make your Block fade onto the page when a visitor scrolls to the Block:

<div>
  <iframe />
</div>

### Flip

Make your Block flip onto the page when a visitor scrolls to the Block:

<div>
  <iframe />
</div>

### Zoom

Make your Block zoom onto the page when a visitor scrolls to the Block:

<div>
  <iframe />
</div>

### Direction

Select the direction of the element's Animation:

* Up
* Down
* Left
* Right

### Animation delay

The number of seconds before the element begins its Animation once a visitor reaches the Block.

<Tip>
  **Tip:** Be mindful of the Animation Delay; Animations should be timed around the 100ms to 1 second (the "sweet spot") where users can recognize the animation without confusion and are seamlessly led through your landing page flow.
</Tip>

### Animation duration

The number of seconds the animation will last.

This can change how your Animation appears. Depending on the number of seconds selected, your Animation can quickly appear or slowly appear when your visitor scrolls to the Block.


# Customize block background settings
Source: https://help.kajabi.com/articles/website/pages/customizing-block-background-settings

Learn to change the background color, add and adjust a border, and add depth to your block.

Learn to change the background color, add and adjust a border, and add depth to your Block.

<div>
  <iframe />
</div>

This article refers to the Block Background Settings. If you are looking to customize your Section Background Settings, please refer to the [Section Background Settings guide](/articles/website/pages/how-to-customize-your-section-background-settings). Learn more about the [difference between sections and blocks](/articles/website/pages/add-sections-to-your-pages).

***

## Customizing your block background settings

Customize your Block Background Settings with a [Block Background Color](#block-background-color), [Border](#border-type), and/or a [Box Shadow effect](#box-shadow).

### To enable your block background settings

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click open the Block you wish to customize.
* Navigate to the sidebar and click **Background**.
* Select your **Border Type** and customize your Background Settings:

<div>
  <iframe />
</div>

***

## Background settings

### Block background color

Select the background color for your Block with the color picker:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Use the Opacity Slider in the Color Picker to adjust the opacity of the Block Background Color.
</Tip>

### Border type

Select the Border Type to change the appearance of your Border:

* None
* Solid
* Dotted
* Dashed
* Double
* Ridge

<div>
  <iframe />
</div>

### Border width

Configure the width of your Border and adjust its thickness:

<div>
  <iframe />
</div>

### Border color

Customize the color of your Border to fit your page and branding:

<img alt="Border Color Settings" />

<Tip>
  **Tip:** Test the different Background settings and create unique designs and shapes by configuring the Block Background color, Border color, and Border type!
</Tip>

### Border radius

Adjust the border shape of the Block to appear more rounded or squared with the Border Radius slider:

<div>
  <iframe />
</div>

### Box shadow

Add depth to your block by selecting a Box Shadow Effect:

<div>
  <iframe />
</div>


# Customize block layout settings
Source: https://help.kajabi.com/articles/website/pages/customizing-block-layout-settings

Learn to adjust your block content visibility, alignment, spacing, and positioning of individual blocks to optimize your users' experience on different devices.

Learn to adjust your Block content visibility, alignment, spacing, and positioning of individual Blocks to optimize your users' experience when viewed on different devices (e.g., mobile or desktop).

<div>
  <iframe />
</div>

***

## What are block layout settings?

Block Layout Settings, like [Section Layout Settings](/articles/website/pages/customizing-section-layout-settings), are the Desktop Layout and Mobile Layout Settings to optimize your page for desktop and mobile devices. However, with Block Layout Settings, you can optimize individual Blocks:

<img alt="Block Layout Settings" />

**Looking to rearrange or reorder your Blocks? [Learn to add and rearrange your Page Blocks](/articles/website/pages/add-blocks-to-your-page).**

***

## Customizing the block desktop layout

### To access the block desktop layout settings

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and select the Section containing the Block you wish to customize.
* Click the Block to open the Block Editor.
* Navigate to the Block Settings and click **Desktop Layout**:

<div>
  <iframe />
</div>

### Block desktop layout settings

* **Hide Block**: Hide Blocks when viewed on Desktop devices.
* **Alignment**: Align the Block content to the left, center, or right of the Block space.
* **Inside Spacing**: Shift the Block content by adjusting the inside spacing of the Block.
* **Outside Spacing**: Shift the Block content by adjusting the outside spacing of the Block.
* **Make Flush**: Remove the spacing surrounding the Block. Use the [Guide Tool](/articles/website/pages/build-your-page-with-design-tools#show-guides) to see the change.
* **Place this block on its own row**: Move the block to sit on its own row within the Section.

<Tip>
  **Tip:** To overlap blocks, configure the negative space with the Outside Spacing block setting. The top block will be the most right block you wish to overlap. However, it is important to note that due to the dynamic nature of your page, the screen size used to view your page (e.g., desktop, mobile, or tablets) may distort your intended formatting when using negative spacing to overlap your blocks.
</Tip>

***

## Customizing the block mobile layout

### To access the block mobile layout settings

<Tip>
  **Tip:** Change your Preview to Mobile View (located at the top of the editor) to help you customize your Mobile Layout Settings.
</Tip>

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and select the Section containing the Block you wish to customize.
* Click the Block to open the Block Editor.
* Navigate to the Block Settings and click **Mobile Layout**:

<div>
  <iframe />
</div>

### Block mobile layout settings

* **Alignment**: Align the Block content to the left, center, or right of the Block space.
* **Hide Block**: Hide Blocks when viewed on Mobile devices.
* **Inside Spacing**: Shift the Block content by adjusting the inside spacing of the Block. Quickly adjust your spacing in increments of 10 in both your Mobile and Desktop Layouts by holding the `shift` key as you click through the spacing values.
* **Outside Spacing**: Shift the Block content by adjusting the outside spacing of the Block.
* **Image on Top**: If your Block contains an Image, move the Image to the top of the Section when viewed on mobile devices.


# Customize section layout settings
Source: https://help.kajabi.com/articles/website/pages/customizing-section-layout-settings

Learn to customize your section layout settings to optimize your users' experience when viewing your section on desktop and mobile devices.

Learn to customize your Section Layout Settings to optimize your users' experience when viewing your section on desktop and mobile devices. Additionally, understand how to resolve common layout discrepancies to further enhance user experience.

<div>
  <iframe />
</div>

To learn how to edit the layout of your Blocks on a page, make sure to check out [this article](/articles/website/pages/editing-blocks-on-your-page).

***

## What are section layout settings?

Section Layout Settings are the Desktop Layout and Mobile Layout Settings in each Section:

<img alt="Section Layout Settings" />

Your Section Layout Settings adjust the content positioning, padding, and alignment to optimize your users' experience when viewed on different devices. They also help address common issues like overlapping content or improper alignment across devices.

Section Layout Settings give you the power to design beautifully designed and organized Sections on your pages built with Kajabi.

***

## Customizing the section desktop layout

### To access the section desktop layout settings

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and select the Section you wish to customize.
* Navigate to the Section Settings and click **Desktop Layout**:

<div>
  <iframe />
</div>

### Desktop layout settings

Customize your Desktop Layout Settings to optimize your users' experience with the Section when viewed on a Desktop device.

#### Hide section

Hiding a Section in your Desktop Layout Settings will make the specified Section invisible (or hidden) to users viewing the Section on a Desktop device. If sections remain hidden unintentionally, verify that the 'Hide Section' setting is configured correctly in your page editor to resolve visibility issues.

Test out this setting by simply checking and unchecking **Hide Section** when viewed with the Desktop Preview (located in the bottom right corner of the Template Editor) and watch as your Section disappears and reappears before your eyes: Ensure your changes are saved after testing to retain visibility adjustments.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Create two duplicate Sections, one designed specifically for Desktop viewing and the other for Mobile viewing. Then, select **Hide Section** in your Desktop Layout Settings for the section optimized for Mobile viewing. Repeat for the Section optimized for Desktop viewing. This will ensure that your users view your Section exactly as you intend regardless of the device used. Use the Mobile and Desktop Preview tools to test each section and refine settings to avoid potential layout inconsistencies between devices.
</Tip>

#### Desktop section padding

Customize the padding inside the Section with your desired values. Changing your Section Padding will shift all Blocks in the Section to your desired appearance.

To reset your padding values to the default setting, simply delete your custom value:

<div>
  <iframe />
</div>

#### Vertical alignment

Selecting a vertical alignment (Top, Center, Bottom) in a Section vertically aligns all Blocks in the Section to the tallest Block in its row:

<div>
  <iframe />
</div>

#### Horizontal alignment

The Horizontal Alignment setting shifts the Blocks in the Section to align horizontally with the 12-column grid.

The Horizontal Alignment setting can be set to Left, Center, or Right aligned or create Space Between or Space Around all Blocks in the Section:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Enable Grid (as shown above) in your [Design Tools](/articles/website/pages/build-your-page-with-design-tools) to view how your Blocks adjust in reference to the 12-column grid.
</Tip>

#### Equal height blocks

Enable **Equal Height Blocks** in your Section Desktop Layout Settings to adjust all Blocks in the Section to align together at the top of the Section. Enabling this feature will adjust the Blocks to be equal height and align together at the top:

<div>
  <iframe />
</div>

Learn more about [creating equal height blocks](/articles/website/pages/how-to-align-blocks-in-a-section).

<Note>
  **Note:** Enabling **Equal Height Blocks** will not change the height of your uploaded images, in order to retain the original image ratio. Instead, each image will vertically align to the top of the tallest Block in its row.
</Note>

#### Make section full width

Enabling this setting will cause the Section to fill the full width of your users' browser windows. This will adjust all content within the Section to adjust to the size of the browser window:

<div>
  <iframe />
</div>

#### Make section full height

Similar to making the Section Full Width, enabling this setting will cause the Section to fill the full height of your users' browser windows:

<div>
  <iframe />
</div>

***

## Customizing the section mobile layout

### To access the section mobile layout settings

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and select the Section you wish to customize.
* Navigate to the Section Settings and click **Mobile Layout**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Change your Template Editor Preview to Mobile (located at the top of the Template Editor) when customizing your Mobile Layout to see exactly how your page will appear when viewed on Mobile devices.
</Tip>

### Mobile layout settings

Customize your Mobile Layout Settings to optimize your users' experience with the Section when viewed on a Mobile device.

#### Hide section

Hiding a Section in your Mobile Layout Settings will make the specified Section invisible (or hidden) to users viewing the Section on Mobile devices.

Test out this setting by simply checking and unchecking **Hide Section** with the Mobile Preview (located in the bottom right corner of the Template Editor) and watch as your Section disappears and reappears before your eyes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Create two duplicate Sections, one designed specifically for Mobile viewing and the other for Desktop viewing. Then, select **Hide Section** in your Mobile Layout Settings for the Section designed to be viewed from a Desktop device. Repeat for the Section optimized for Mobile devices. This will ensure that your users view your Section exactly as you intend, regardless of the device used.
</Tip>

### Mobile section padding

Adjusting the Section Padding changes the appearance of the padding inside the Section when viewed on Mobile devices. Change the Section Padding to shift the Blocks in the Section to your desired appearance.

To reset your padding values to the default setting, simply delete your custom value:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Quickly adjust your padding in increments of 10 in both your Mobile and Desktop Layouts by holding the "shift" key as you click the up/down arrows to change in increments/decrements of 10.
</Tip>


# Customize time reveal settings
Source: https://help.kajabi.com/articles/website/pages/customizing-time-reveal-settings

Learn to offset visibility for individual blocks and entire sections of a page after a specified amount of time with the Time Reveal Settings.

Learn to offset visibility for individual Blocks and entire Sections of a page after a specified amount of time with the Time Reveal Settings.

<div>
  <iframe />
</div>

***

## What is time reveal?

Time Reveal is a powerful tool to engage your page visitors. Setting up your Time Reveal Settings controls when your page visitors can see specific content on the page.

### Customize your time reveal settings to reveal your content after

* An Event
* A user loads the page

### Time reveal settings

With your Time Reveal Settings, specify your desired trigger to reveal the Block or Section by setting up your Event, Offset, and Offset Units.

#### Event

Optional: Select an [Event](../../marketing/events/event-overview) to reveal your content after the Event time. If no Event is selected, the Section will reveal based on page load. [Learn to create an Event](../../marketing/events/how-to-create-an-event)

Keep in mind, it is not required to link a Time Reveal to an Event. However, the Offset is required to enable your Time Reveal Settings with or without an Event selected.

#### Offset

Enter your desired Offset value to specify the amount of time before your content Time Reveals. Depending on your Event selection (event selected or no event selected), the Offset will begin after the Event or after page load.

<Note>
  **Note:** If Offset is left blank, the content will always be visible.
</Note>

#### Offset units

Specify your Offset value by seconds, minutes, hours, or days.

### What is time reveal used for?

With just a few settings, create a variety of actions such as:

* Revealing exclusive Offers after an Event.
* Encouraging visitors to purchase or subscribe after the page loads.

Get creative and test your Time Reveal Settings to discover more ways to use this tool for your business.

<Tip>
  **Tip:** Create a Call to Action after the conclusion of a Video Section. Add a Video Section set to Autoplay upon Page Load, then create a Call to Action Section directly below the Video Section to reveal after the Video finishes playing (e.g., If it's a 20-second Video, offset your Call to Action Section by 21 seconds).
</Tip>

***

## How to access your time reveal settings

<Tip>
  **Tip:** Test your time reveal settings by previewing your page. [Learn to preview your page](/articles/website/pages/preview-your-page)
</Tip>

### Section time reveal settings

Access the Time Reveal settings for a [Section](/articles/website/pages/add-sections-to-your-pages) of your page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and select the Section you wish to edit.
* Scroll to the Section Settings and click **Time Reveal**.
* Optional: [Select an Event](#event).
* Enter your [Offset value](#offset) and select the [Offset Units](#offset-units).
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Block time reveal settings

Access the Time Reveal settings for a [Block](/articles/website/pages/add-blocks-to-your-page) on your page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Hover over the Block you want to customize and click **Edit**.
* Navigate to the sidebar and open the **Time Reveal** in Block Settings.
* Optional: [Select an Event](#event).
* Enter your [Offset value](#offset) and select the [Offset Units](#offset-units).
* Click **Save** to keep your changes:

<img alt="Block Time Reveal Settings" />


# Customize the footer
Source: https://help.kajabi.com/articles/website/pages/customizing-your-footer

Learn to enable and customize the footer of your page.

Learn to enable and customize the footer of your page.

<Note>
  **Note:** This guide refers to Kajabi Pages and Website Builder. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-customize-your-footer-in-your-page-with-premier).
</Note>

***

## Adding a footer section to your page

The Footer of your pages is a great place to include links to additional resources such as your privacy policy, social links, copyright information, and more.

The Footer is built to streamline the process of building extra resources into the final section of your page and can be customized to fit your business and brand.

### Accessing the footer

In the section settings, you can customize the background color and visibility. You can also update your Footer content.

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Footer**:

<div>
  <iframe />
</div>

***

## Customizing your footer

Customize the blocks, behavior, and appearance of your Footer.

First, customize your Footer Text Color, Copyright Text Color, Powered by Kajabi Text Color, and Footer Background Color to best fit your brand.

### How to add footer blocks

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Footer**.
* Click **Add Content**.
* Select your [Block Type](#footer-block-types):

<div>
  <iframe />
</div>

### Footer block types

Customize your Footer by adding Footer Content Blocks:

* [Copyright](#copyright)
* [Logo](#logo)
* [Menu](#link-list)
* [Social Icons](#social-icons)

### Copyright

Customize the text displayed with the Copyright block.

### Logo

Display your brand by adding a Logo Image or Logo Text to the Footer of your page:

<img alt="Footer Logo" />

#### Step 1. Select your logo type

After adding the Logo Block Type, select:

* Image
* Text

<Note>
  **Note:** If you have uploaded a Logo Image to the [Branding section of your Site Detail Settings](/articles/website/pages/how-to-upload-your-favicon-and-logo-used-on-new-templates) prior to creating the page, Image Logo Type will default to the Logo uploaded in your Site Detail Settings. If you wish to change the image for your page, follow [Step 2: Upload your Logo](#step-2-upload-your-logo).
</Note>

#### Step 2. Upload your logo

Depending on the Logo Type selected:

* Upload your Logo Image by clicking **Select Image** and choosing a new file or a recent file.
* Enter text in the **Logo Text** field.

#### Step 3. Customize your logo

**Image Alt Attribute**

Enter a brief image description to identify the image for SEO purposes, accessibility, and if the image cannot be displayed.

**Logo Image Width**

If you have selected **Image** as your Logo Type, customize the width of your image to change the appearance of your Logo on your page.

**Logo Text Color**

If you have selected **Text** as your Logo Type, customize the text color to brand your Logo Text.

### Link list

Add a Navigation Menu to the Footer of your page for your users to easily navigate to additional resources on your website.

<img alt="Footer Menu" />

#### Step 1. Select your menu

* Open the **Menu** dropdown.
* Select the **Menu/Link List** that you wish to add to your Header.

<Note>
  **Note:** To create and edit your menu links, click **Edit your link lists** below the Menu header in the sidebar editor.
</Note>

#### Step 2. Change your menu alignment

Change the alignment of your Menu based on its location in your list of Header Blocks:

* Left
* Center
* Right

### Social icons

Add links to popular social platforms and encourage your visitors to stay connected with your brand and business:

<img alt="Footer Social Icons" />

**Step 1. Add your social links**

* Copy the links to your social platform pages (e.g., Facebook, Twitter, Instagram, Youtube, etc.).
* Paste into the Social Icons Block of your Footer.

<Note>
  **Note:** Kajabi currently only supports social links for the following:

  Facebook, X, Instagram, YouTube, Pinterest, Vimeo, Github, iTunes, LinkedIn, Soundcloud, Yelp, Tumblr, Slack, Flickr, Dribble, TikTok, Medium, Spotify, and Podcasts.
</Note>

**Step 2. Brand your social icons**

Click the **Social Icon Color**:

* Change the color for the social icon containing your Social Links.
* Select a color from your default site color palette or select the color wheel to select a custom color.

Click the **Social Icon Background Color**:

* Change the background color for the social icon containers.
* Select a color from your default site color palette or select the color wheel to select a custom color.

Select a **Social Icon Background Style**:

Change the background shape of your Social Icon:

* Round
* Square
* None (no background shape for a minimal style)

***

## Footer section settings

### Desktop layout

Customize your Footer appearance when viewed on Desktop Devices:

* Choose to **Hide Footer**
* Switch to a **Vertical Layout** to stack your Blocks vertically (instead of the default horizontal layout)

### Mobile layout

Customize your Footer appearance when viewed on Mobile Devices:

* Choose to **Hide Footer**

### Typography

Customize the Font Size for text displayed in your Footer when viewed on Desktop and Mobile Devices.


# Customize the header
Source: https://help.kajabi.com/articles/website/pages/customizing-your-header

The header is a critical element of your website that runs across the top of every web page, typically containing your logo and site navigation.

The Header is a critical element of your website that runs across the top of every web page. Typically, it contains your logo and site navigation. The Header is a great place to showcase your brand colors and logos, and display announcements you want your visitors to see.

<div>
  <iframe />
</div>

<Note>
  **Note:** If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-customize-your-header-in-your-page-with-premier).
</Note>

***

## Accessing the header editor

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**:

<div>
  <iframe />
</div>

***

## Customizing your header

Optimize the topmost section of your page, the Header, by designing a Header that best fits your brand and business.

Design your Header by customizing the overall appearance, functionality, and behavior.

<Note>
  **Note:** Your Header will populate across your website pages. [Learn the difference between pages on Kajabi.](/articles/website/pages/pages-overview)
</Note>

### Header text and background colors

Start customizing your Header by adding your branding colors to the Header Text Color and Header Background Color.

**Looking to create a simple, standout design with colors to match your brand?**

By default, Kajabi helps you design a smart page by adjusting the text color based on the brightness of your selected background color.

If you choose a dark background color, the text color will change to stand out against the dark background.

If you select a light color, the text color will take on a darker tone to contrast against the light background:

<div>
  <iframe />
</div>

**Want to determine your own branded text and background colors?**

Select your desired colors for both your Header Text Color and Header Background Color to override the dynamically adjusting text colors.

### Header position

After setting your general header text and background colors, customize the behavior, position, sticky text, and background colors.

* **Normal** is the default setting for your Header. This keeps your Header in line with your page and disappears as your visitor scrolls down the page.
* **Overlay** adjusts the Header to overlay the first Section of your page:

<div>
  <iframe />
</div>

* **Enable Sticky Header** or **Fixed on scroll** keeps the Header fixed and visible as your visitor scrolls down your Page:

<div>
  <iframe />
</div>

If you choose to enable **Fixed on scroll**, customize the text and background colors for your header when a visitor scrolls through the page:

* **Sticky Text Color** - Header text color for when the page is scrolled.
* **Sticky Background Color** - Header background color for when the page is scrolled.

<Note>
  **Note:** If you are customizing your header in a landing page (and not the website builder) these settings will be found in the [Desktop Layout of your Section Settings](#desktop-layout).
</Note>

***

## How to add header blocks

Design a Header unique to you by adding blocks:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**.
* Click **Add Content**.
* Select your desired [Block Type](#header-block-types):

<div>
  <iframe />
</div>

***

## Header block types

Design your header by adding and rearranging your chosen header block types:

### Announcement or Hello Bar

Communicate an important announcement or notification for your page visitors as a banner above your Header. [Learn more](/articles/website/pages/how-to-add-a-hello-bar-to-your-page)

### Call to Action

Encourage your page visitors to take immediate action on your message by using a Call to Action (CTA) block on your Header. [Learn more](/articles/website/pages/how-to-use-a-call-to-action)

### Dropdown Menu

Create a fluid navigation experience for your page visitors by adding a dropdown menu to your Header. [Learn more](/articles/website/pages/add-a-dropdown-menu-to-your-header)

### Logo

Brand your page with your logo at the forefront of your page. [Learn more](/articles/website/pages/how-to-add-a-logo-to-your-page-header)

### Menu

Include a simple navigation menu in your Header to encourage your page visitors to easily explore your site. [Learn more](/articles/website/pages/how-to-add-a-menu-to-your-page-header)

### User Menu

Provide a space for your customers to access their User Account by adding a User Menu to your Page Header. [Learn more](/articles/website/pages/how-to-add-a-user-menu-to-your-page-header)

Want to learn more about Blocks? [Click here to learn how to add blocks to your page.](/articles/website/pages/add-blocks-to-your-page)

***

## Header section settings

### Desktop layout

Choose to display or hide your Header and the horizontal alignment of your Header when viewed on desktop devices:

<img alt="Header Desktop Layout" />

### Mobile layout

Choose to display or hide your Header, configure the Hamburger Menu Icon Color, and customize the Hamburger Icon Color when [Sticky Header is enabled](#header-position):

<img alt="Header Mobile Layout" />

#### What is a hamburger menu?

The hamburger menu is the three horizontal lines to communicate to your mobile visitors that there is a dropdown menu:

<img alt="Hamburger Menu" />

### Typography

Adjust the Font Size for your Header Text on both Desktop and Mobile Devices:

<img alt="Header Typography" />


# Customize the hero image overlay in Premier
Source: https://help.kajabi.com/articles/website/pages/customizing-your-hero-image-overlay-in-premier

Learn how hero images work as background accents and how to customize the image overlay in Premier.

A Hero Image is designed as a background accent for your page. Hero Images will dynamically re-size depending on screen size and will appear differently to most of your site visitors based on their device type and screen settings.

<div>
  <iframe />
</div>

***

## What is a hero image?

A Hero Image is designed as a background accent for your page.

[Adding a Hero Section](/articles/website/pages/how-to-add-a-hero-section-in-your-page-with-premier) can allow you to create a Hero Image in which the image uploaded dynamically resizes depending on your user's screen size to provide a fluid user experience with your page.

To create a Hero Image, change the spacing to **Full Height** in your Premier page:

<img alt="Hero Image Full Height Setting" />

This means your Hero Images may appear differently to each user depending on the device they use to view your page. We recommend selecting an image to best fit the dynamic nature of the Hero Image.

<Tip>
  **Tip:** Exercise caution when using logos or text, as they may not be visible to all users on all screen sizes.
</Tip>

The image will resize from the center of the image. With this in mind, be sure to edit your image before uploading to make the center of your image the main focal point.

The recommended image size for the Hero Section Background is 2880 x 1200 px.

[Learn to add and customize your Hero Section in Premier](/articles/website/pages/how-to-add-a-hero-section-in-your-page-with-premier)

***

## Dark overlay on your hero background image

If your **Hero Background Image** looks too dark, you can change the overlay color by adjusting the overlay opacity or toggling off the Image Overlay entirely.

To toggle off the Image Overlay:

* Open the **Hero** section in the template editor.
* On the left-hand sidebar editor, uncheck **Use Image Overlay**:

<div>
  <iframe />
</div>

To customize the Image Overlay color and transparency:

* Open the **Hero** section in the template editor.
* Scroll down to the **Background Color** option on the sidebar.
* Open the color picker and slide the transparency bar to your liking:

<div>
  <iframe />
</div>


# Customize the Library page
Source: https://help.kajabi.com/articles/website/pages/customizing-your-library-page

Learn about your Library page to design a beautifully branded website page for your customers to access their purchased products.

Learn about your Library page to design a beautifully branded standard website page for your customers to access their purchased Products, encourage additional sales, and more.

<div>
  <iframe />
</div>

<Note>
  **Note:** The Library page features shown in this guide are available with the Website Builder. [Learn to make the switch with the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder)
</Note>

***

## What is the Library?

The Library is your customer's home base.

After a customer [logs into your site](/articles/website/pages/how-to-build-your-login-page), they will access their Product(s) in their Library page:

<img alt="Library Page Example" />

The Library page is unique to each and every one of your customers because it only contains the Product(s) they have purchased or have been granted.

When your customer [purchases an Offer](../../sales/offers/what-happens-when-a-customer-purchases-my-offer) or is [granted an Offer](../../sales/offers/how-to-grant-an-offer), Kajabi will automatically display their Products in their Library and can only be accessed with their login credentials.

<Note>
  **Note:** Viewing the Library page as a logged-in site admin will display every Product for the site. Your customers will only see the Products they have purchased or have been granted.
</Note>

***

## Customizing your library

Want to increase your revenue? Then you'll love the capabilities available in your Library pages.

With the Website Builder, include upsell and cross-sell options in your customer's library.

When someone buys from you once, they are much more likely to do so again — so your existing customers are one of your best audiences to sell to.

The enhancements to the Library pages will let you provide them offers they haven't already purchased or subscribed to.

These "smart" offers allow you to hide offers the customer already owns and give them a better overall customer experience.

Creating a site on Kajabi generates an empty, default theme to help you get started with your content.

If you have just started with Kajabi, your Library page will display the default, site theme. This theme is not customizable.

Design your Library and website pages by selecting a site template that best fits your brand. [Learn to customize your website.](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

<Note>
  **Note:** Selecting a customizable site template will allow you to design your site according to your brand. However, you will not be able to revert to the default site theme after selecting your site template.
</Note>

**To begin customizing your Library:**

* Open the **Website** tab from your Dashboard.
* Click the **Pages** tab.
* Select **Library** from your list of Website pages:

<div>
  <iframe />
</div>

In the Editor, customize the appearance of the Library Page:

* **Header**: Choose to hide or display your Header and customize the Menu links, your logo, and include hello bar banners to share any announcements directly from the Library. [Learn more.](/articles/website/pages/customizing-your-header)
* **Add Sections & Blocks** to design a unique library experience that best fits your brand and business. [Learn more about Sections](/articles/website/pages/add-sections-to-your-pages) & [Learn about Blocks.](/articles/website/pages/add-blocks-to-your-page)
* **Products Section:** The Products Section is unique to the Library page builder. This allows you to customize the messaging and style of your Product Cards as they are displayed in your customer's Library.
* **Offer Storefront**: Include recommended courses to upsell or cross-sell to your customers. The Offer Storefront is made up of a Text Block and three Offer Blocks to display your upsells and cross-sells. Keep in mind, these "smart" offers allow you to hide offers the customer already owns and give them a better overall customer experience. [Learn more](/articles/website/pages/how-to-add-offers-pricing-sections)
* **Footer**: Customize your Footer content including your Logo, Copyright, and Social Links. [Learn more.](/articles/website/pages/customizing-your-footer)


# Customize website pages with the Website Builder
Source: https://help.kajabi.com/articles/website/pages/customizing-your-website-pages-with-the-website-builder

Learn to design your website pages with the Website Builder.

<div>
  <iframe />
</div>

***

## What is the Website Builder?

The Website Builder helps you tell your story faster and easier than ever before.

With the Website Builder create thoughtfully designed website pages with pre-built templates, highly customizable features, and multiple standard website pages.

Your Website Builder gives you more tools and editing capabilities to ensure your website tells your unique story exactly as you want it to.

With the Website Builder:

* Unify your design across your website, [blog](/articles/website/pages/how-to-design-your-blog-homepage), and [landing pages](/articles/website/pages/pages-explained)
* Streamline your design with [global settings](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder) across your standard website pages
* Save resources and time by building with beautifully designed website templates
* Upsell and cross-sell your offerings directly from your [Customer's Library Page](/articles/website/pages/customizing-your-library-page)
* Design a custom [Homepage](/articles/website/pages/how-to-build-your-custom-homepage) tailored to your business and brand
* Increase organic traffic and improve user experience with accessibility alt-tags to all of your images
* Share your story with your [About](/articles/website/pages/how-to-build-your-about-page) page
* Provide a quick and easy way for visitors to reach out to you with your [Contact](/articles/website/pages/how-to-build-your-contact-page) page
* Create a custom online Store to display your [Offers](/articles/website/pages/how-to-add-offers-pricing-sections)

**After all, your website is more than just an online stopping point. It's a reflection of you and your brand.**

***

## How do I get started?

Get started with your Website Builder by first selecting a template that best fits your design vision.

Kajabi provides you with an ever-growing list of basic streamlined pages and premium-designed pages to help you get started:

<img alt="Kajabi_-__admin_sites_135263_themes_pick.png" />

After selecting the template for your website, customize your Global Page Settings before diving into the individual design of your standard website pages. [Learn more about your global settings](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder).

This will help set up the foundation for your brand on all of your standard website pages before you begin designing and adding your content.

[Learn to install and activate the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

## Building your website pages

Before you begin building your website pages with the Website Builder, let's discuss the structure of your page.

Pages built with the Website Builder and [Kajabi Pages](/articles/website/pages/pages-explained) are made up of:

* [**Blocks**](/articles/website/pages/add-blocks-to-your-page)
* and [**Sections**](/articles/website/pages/add-sections-to-your-pages)

Each Section of your page is made up of specific Blocks.

For example, the [Offer Section](/articles/website/pages/how-to-add-offers-pricing-sections#offer) includes an Offer Block and a Text Block:

<img alt="Fullscreen_7_10_23__4_23_PM.jpg" />

Kajabi provides you with [preset Sections](/articles/website/pages/add-sections-to-your-pages) containing specific Blocks to streamline the process of designing your page.

**However, each section is customizable.**

And regardless of the Section you choose, you can always remove, add, and edit the Blocks within your chosen Section to create a page that best fits your brand and business.

Sound familiar? That's because your Website Builder is built similarly to [Kajabi Pages](/articles/website/pages/pages-explained) to create an integrated experience when editing your website, blog, and landing pages.

<Note>
  **Note:** Although any Section can be replicated by adding or removing block types to a Section, the appearance of your Section may vary due to the optimized design Kajabi has built for you with each preset Section.
</Note>

After you have set up your global settings and understand how your pages are structured, let's highlight every standard website page Kajabi has built into your Website Builder.

***

## Standard website pages

Build your website with the many standard website pages available with the Website Builder.

### Default home

The default home is your website homepage; the face of your online business. When visitors enter your URL this is the page that will appear unless you have [changed your settings](/articles/website/pages/change-your-homepage) in your Site Details. [Learn more](/articles/website/pages/how-to-build-your-custom-homepage)

### Library

The Library is your Customer's home base.

Each Customer's Library is unique and only contains the Product(s) they have purchased or have been granted.

With the Website Builder, you can design the look and feel of your Customer's Library to reflect your brand. [Learn more](/articles/website/pages/customizing-your-library-page)

### Store

An online store is a great place to showcase your Offers and provide an easy-to-access location for potential customers to peruse your content.

With the Website Builder, you can create a uniquely branded store that is truly yours. [Learn more](/articles/website/pages/how-to-build-your-store)

### Login

For your customers to access their Products in their Library page, they must first go through the Login page with their specific login credentials.

Design your Login page with the Website Builder to optimize your users experience with your site at every touch point. [Learn more](/articles/website/pages/how-to-build-your-login-page)

### Thank you

Design your default thank you page to appear after every purchase.

Elevate the design of your default thank you page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-thank-you-page)

### 404 page

Personalize your users experience with your site even when they encounter an error page by including custom sections with images, text, links, and custom code with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-404-page)

### Blog

Design your Blog Homepage with rich editing capabilities to build a Blog Homepage that best fits your brand and business. [Learn more](/articles/website/pages/how-to-design-your-blog-homepage)

### Blog post

Customize the look and feel for all of your blog posts with one easy-to-edit blog post design page available with the Website Builder. [Learn more](/articles/website/pages/how-to-design-your-blog-posts)

### Blog search

Custom design your blog search page to provide your blog visitors a unique, branded experience as they explore and search through your blog. [Learn more](/articles/website/pages/how-to-design-your-blog-search-page)

### Customer directory

Provide a space for your customers to build connections with like-minded people directly from their user account with the Customer Directory. [Learn more](/articles/website/pages/how-to-build-your-customer-directory)

<Note>
  **Note:** As a logged in site admin, your customer directory will display every customer on your site. However, for customers to display in your Customer Directory page to other customers, they must opt-in through their Customer Settings. [Learn more](/articles/website/pages/how-to-build-your-customer-directory)
</Note>

With the Customer Directory, your customers can choose to display links to their social media profiles to easily connect through popular social media platforms including Facebook, Instagram, and Twitter.

Over time, these community connections can boost your customer engagement rates and lead to more repeat customers.

### Announcements

Streamline how you manage your Product and Site announcements all while giving your customers one easy-to-access location to view your announcements with the Announcement page. [Learn more](/articles/website/pages/how-to-build-your-announcement-page)

### About

Share your unique story with your site visitors and position your brand and business by designing your About page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-about-page)

### Contact

Create an easily accessible location for your visitors to get in touch with you and your team by designing your Contact page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-contact-page)

<Note>
  **Note:** Standard website pages cannot be duplicated. Instead, create new landing pages to match your brand and website. [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)
</Note>

***

## Custom website pages

On Kajabi, build custom website pages to connect to your overall website with your branding and design.

<img alt="Kajabi_-__admin_sites_135263_website_pages.png" />

<Note>
  **Note:** Looking to create unique, standalone landing pages for your marketing purposes? [Click here](/articles/website/pages/how-to-add-pages-to-your-website) to learn how to create a landing page.
</Note>

***

## Optimize pages for mobile

Pages built with the Website Builder are **responsive**, so they adjust automatically to fit phones, tablets, and desktops; there's no separate mobile version to build. Content can still sit differently on a small screen, so preview the mobile view before publishing and adjust individual sections where needed.

### Preview a page on mobile

1. Open the page in the page editor.
2. At the top of the builder, click the **phone icon** in the device toggle.
3. (Optional) Choose a device from the dropdown to preview different screen sizes.

### Adjust the mobile layout

Mobile and desktop layouts are set independently, so you can change one without affecting the other. Use the mobile layout settings to adjust padding, hide a section on small screens, or fine-tune spacing per device.

* Learn to [customize the section mobile layout](https://help.kajabi.com/articles/website/pages/customizing-section-layout-settings#customizing-the-section-mobile-layout)

<Tip>
  If a section looks good on desktop but crowded on mobile, duplicate it, hide one copy on desktop and the other on mobile, then tailor each independently.
</Tip>

<br />

***

## Ready to design your website pages?

Learn to [install and activate the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder) to your website by selecting the template that best fits your vision for your design.


# Customize a website with the legacy template, Premier
Source: https://help.kajabi.com/articles/website/pages/customizing-your-website-with-the-legacy-template-premier

Learn the basics of customizing your Website Design Template with Premier.

<div>
  <iframe />
</div>

***

## Where can I find the Premier templates?

To access the Premier Templates to use on your Website, click on **Kajabi Legacy Templates** in the **Templates Store:**

<div>
  <iframe />
</div>

***

## Accessing the Premier template editor

If you are building your website with the Legacy Template, Premier, use this guide to learn the basics of designing your standard Website pages.

### How to access the editor

* Open the **Website** tab from the Dashboard.
* In **Design**, click **Customize Page** on your Premier Template:

<div>
  <iframe />
</div>

***

## Building with Premier sections

With Premier, there are many sections to choose from! This overview describes each Section type and its general functionality:

| Sections                                                                                            | Descriptions                                                                                                             |
| --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **[Accordion](/articles/website/pages/how-to-add-an-accordion-section-to-your-premier-page)**       | Compile a list of FAQ's or general information you want to share with your users.                                        |
| **[Assessment](/articles/website/pages/how-to-add-an-assessment-to-your-page-with-premier)**        | Collect information from your users or test their knowledge using one of your Assessments.                               |
| **[Blog Posts](/articles/website/pages/how-to-add-blog-posts-to-your-page-with-premier)**           | Show recent posts from your Blog in reverse chronological order.                                                         |
| **[Countdown Timer](/articles/website/pages/how-to-add-a-countdown-to-your-page-with-premier)**     | Use this section to show when an event is going to begin or to countdown to an offer expiration date.                    |
| **[Call To Action](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier)** | A response button that can redirect the user to a page or an offer checkout, trigger a download, open a popup, and more. |


# Design a website
Source: https://help.kajabi.com/articles/website/pages/designing-your-website

Build your website with Kajabi using flexible, beautifully designed, user-friendly pages.

<div>
  <iframe />
</div>

***

## Designing your website

Your website can be designed with Kajabi's highly-customizable page templates and streamlined templates built to help you get started.

With Kajabi, you can build and design your system website pages, custom website pages, and unique landing pages to use on your website, in your emails, and in your Products.

***

## What is the Design tab?

You may notice that when you open the Website tab, you are immediately directed to **Design**.

The Design tab is your control center for the overall look and feel of your website.

In Website Design you can:

* **Preview** your site.
* **[Manage your templates](/articles/website/pages/how-to-upload-a-new-website-template)**.

The purpose of the Design page is to select and preview your overall website template.

Customize your overall website look and feel according to your brand by first selecting your Website Template from the Template Store.

Then, customize each page of your website and design unique marketing pages with the flexibility of the standalone page.

Your [pages](/articles/website/pages/pages-explained) can be used to:

* Encourage [Opt-ins](/articles/website/pages/how-to-add-a-form-to-your-page) to grow your list
* Display [Video Players](/articles/website/pages/how-to-create-a-section-with-videos-in-your-page)
* Create [Sales Pages](/articles/website/pages/add-an-offer-to-a-page) for your digital products
* Custom create an [Online Store](/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons) for physical products

and more.

With Kajabi pages, build and design custom landing pages to help you accomplish your vision for your business.

***

## What are website pages, landing pages, and funnel pages?

What is the difference between all the pages on Kajabi?

**[Website Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)** are the foundational, standard website pages Kajabi has generated for you to make up the foundation of your website.

**[Standalone Landing Pages](/articles/website/pages/pages-explained)** are individual, standalone pages available for your unique website use. Build marketing pages, individual waiting list pages, promotional sales pages, and more with the flexibility of the Landing Page. Link them to your website through navigation menus or keep them separate and use various mediums such as your marketing emails or social media accounts to drive traffic to your standalone pages.

[Funnel Pages](../../marketing/funnels/how-to-customize-a-funnel-page) are landing pages built into your Marketing Funnel flows.

<Note>
  **Note:** [Duplicating a Funnel page](../../marketing/funnels/duplicate-a-funnel) will turn the duplicated version into a Standalone Page until added to a Marketing Funnel flow.
</Note>

Building your website with Kajabi gives you the flexibility and the direction to create beautifully designed, user-friendly pages to make up your site. Learn to use the different features Kajabi provides to help you create and design your Website, Landing, and Funnel Pages.


# Diagnose, locate, and remove malware
Source: https://help.kajabi.com/articles/website/pages/diagnosing-locating-and-removing-malware

Learn how to diagnose, locate, and remove malware from your Kajabi Site.

## Overview

Malware is the common name for a number of malicious software varieties such as viruses, ransomware, and spyware that are designed to cause damage to data or gain unauthorized access to a network. Follow this guide to learn how to diagnose, locate, and remove malware from your Kajabi Site.

***

## What is malware?

Malware is software that is designed with the intent to cause damage to a computer, server, client, or computer network. Malware comes in a wide variety, such as [computer viruses](https://www.csoonline.com/article/3406446/what-is-a-computer-virus-how-they-spread-and-5-signs-youve-been-infected), [worms](https://www.csoonline.com/article/3429569/what-is-a-computer-worm-how-this-self-spreading-malware-wreaks-havoc), [Trojan horses](https://www.csoonline.com/article/3403381/what-is-a-trojan-horse-how-this-tricky-malware-works), [ransomware](https://www.csoonline.com/article/3236183/what-is-ransomware-how-it-works-and-how-to-remove-it), [spyware](https://www.csoonline.com/article/3384100/what-is-spyware-how-it-works-and-how-to-prevent-it), [adware](https://www.csoonline.com/article/3406422/what-is-adware-how-it-works-and-how-to-protect-against-it), etc.

If you have found yourself a victim of malware, it was most likely acquired through an inadequate or dangerous browser extension. After downloading, it may have injected malicious scripts into the source code of pages while you were logged into the admin side of the editor.

***

## Do I have malware?

If you're reading this, chances are you're pulling your hair out from frustration. So, here's a reminder to take a few deep breaths and know that we are here for you. First things first: is it Malware? There may be a chance you are a victim of Malware if your site is suffering any of the following symptoms: experiencing abnormally slow load times, attempting redirects, notifying antivirus software, showing an icon that is out of place, or if your site is showing general strange behaviors.

**If you are suspicious of Malware in your Kajabi site:**

* First, remove any browser extension that may not be 100% safe.
* Then, uninstall and reinstall your browser.
* Lastly, perform a malware/antivirus scan.

<Tip>
  **Tip:** Some scans will find and delete Malware for you. [Here](https://www.safetydetectives.com/blog/best-malware-removal-software/) is a list of the top Malware and Antivirus scans!
</Tip>

***

## How do I remove it?

All that is required to remove Malware is locating the scripts, deleting them, and then saving the changes. The complicated (and frankly, tedious) part is identifying every location that the scripts have been placed - if it's in one place, chances are there are many other affected areas.

<div>
  <iframe />
</div>

**Here's a list of a few common names of malicious scripts to look out for:**

1. Proudflex
2. Promclickapp
3. Linkangood
4. Protesidenext
5. Plankjock

In your source code, the Malware script will look similar to:

```html theme={null}
<script type="text/javascript" src="//proudflex.org/fakemalware.js"></script>
```

***

## Where do I look?

Simply put: anywhere that includes a **Source Code Editor** `< >`. This tool will be located in areas where you can add text content to a page or email. If it appears to be a foreign script that shouldn't be there, chances are **it shouldn't**.

<img alt="Screenshot_7_7_23__9_10_AM.jpg" />

Below is a list of all the different areas to inspect for a Malware script. If you believe your site has been infected with malicious script, take the time to scan through these features:

<img alt="8CE1C194-C9EC-42AE-BFE0-1E3097F7C91A.png" />


# Difference between an image gallery and a section gallery
Source: https://help.kajabi.com/articles/website/pages/difference-between-an-image-gallery-and-a-section-gallery

Learn the difference between setting up an Image Gallery Section and adding Images to your Section Gallery.

## Overview

Understanding the difference between an Image Gallery Section and a Section Gallery helps you create the best visual experience for your page visitors.

***

## Section gallery

The **Section Gallery** is a feature to expand and display your Images when clicked to create a gallery viewing experience for your site visitors.

<div>
  <iframe />
</div>

In an [Image Block](/articles/website/pages/how-to-add-an-image-to-your-page), toggle on **Add to Section Gallery** to enable:

<img alt="BAE81966-67AC-4B9B-9BEA-77B6E8D6E04F.png" />

***

## Image gallery

An **Image Gallery** is a Section of a page made up of Image Blocks.

This can be accomplished by adding an [Image Gallery Section](/articles/website/pages/how-to-add-an-image-gallery-to-your-page) to your page that generates six Image Blocks in one Section, or by manually adding [Image Blocks](/articles/website/pages/how-to-add-an-image-to-your-page) to a Section of your Page:

<img alt="A7AB4CB8-6A01-440D-9412-FF3AF89C839A.png" />

<Note>
  **Note:** Although different, Images in an Image Gallery can be added to your page's Section Gallery by simply toggling on [Add to Section Gallery](/articles/website/pages/how-to-add-an-image-to-your-page) for each Image in the Section.
</Note>


# Difference between website templates, builders, and page templates
Source: https://help.kajabi.com/articles/website/pages/difference-between-website-templates-builders-and-page-templates

Learn the difference between builders, website templates, and page templates on Kajabi.

## Overview

With Kajabi you can build, design, and edit your site to fit your brand. When you customize your site you will use Builders, Website Templates, and Page Templates.

Although they are similar in that they help you create your site on Kajabi, there are significant differences.

***

## What is a website template?

A Website Template dictates what your site pages can and cannot do. This is what holds the design of each page. Different templates (e.g. Encore and Premier for website and landing pages) have different features and editing capabilities.

### Website templates

<div>
  <iframe />
</div>

***

## What is a builder?

A Builder on Kajabi is the editor that reads and translates the features of a Website Template to enable you to make and save changes to your page.

The Builder provides you with a user interface in which you can create content for your page.

### Landing page builder

<img alt="Kajabi_-__admin_themes_2154265808_settings_edit.jpg" />

***

## What is a page template?

A Page Template is pre-built content of a page to help you get started with designing your page.

Here at Kajabi we want to help you get your business up and running as fast as possible. With Page Templates, you can select from pre-designed templates to save you time rather than starting from scratch.

A Page Template will be limited to the features available with its parent Website Template and you'll use a Builder to add your custom content to the pre-designed template.

### Landing page template - Taylor Sales Page

<div>
  <iframe />
</div>


# Do I need to add a separate thumbnail image to my video?
Source: https://help.kajabi.com/articles/website/pages/do-i-need-to-add-a-separate-thumbnail-image-to-my-video

Learn to add a thumbnail image for a video on your landing page.

If you wish to display a thumbnail image for your video in place of the default placeholder image, you will need to upload your image to your video section. Learn to add a thumbnail image for a video on your landing page.

<div>
  <iframe />
</div>

***

## Add a thumbnail image for a landing page video

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Click the **Landing** page tab.
* Select the landing page you wish to edit.
* Select the section with your video.
* Then, click on the video to open the editor.
* Under the video uploader on the left sidebar, click **Select Image**.
* Upload a **new image** or **select a recent file** to use as the thumbnail.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

<Note>
  **Note:** If you want to add a thumbnail image to a video in a Course Lesson, [click here](../../products/courses/uploading-videos-to-your-course-product-lessons#h_02442e84-31c1-4598-b0c8-c1b99264937c) for details.
</Note>


# Do you allow in-app code embedding to integrate with other systems?
Source: https://help.kajabi.com/articles/website/pages/do-you-allow-in-app-code-embedding-to-integrate-with-other-systems

Add custom embed code to a page on your Website or Course to connect to external applications.

With Kajabi, you can add custom embed code to a page on your Website or Course in order to connect to an external application.

For example, you can embed a [YouTube video](/articles/website/pages/how-to-add-a-video-embed-block), a [calendar](/articles/website/pages/how-to-install-an-add-to-calendar-button-to-your-page), or a [podcast](../blog/embed-a-podcast).

Learn more about [how to add custom code to a page](/articles/website/pages/add-custom-code-to-pages).


# Does Kajabi host my video content?
Source: https://help.kajabi.com/articles/website/pages/does-kajabi-host-my-video-content

Kajabi partners with Wistia to host all video content in your web pages and products at no additional cost.

No, Kajabi does not host video content. Kajabi is proud to work with [Wistia](https://wistia.com/product/hosting) to host all of the video content in your web pages and products at no additional cost.

* [Learn how to upload videos to your Products](../../products/courses/uploading-videos-to-your-course-product-lessons)
* [Learn how to add videos to your Website Pages and Landing Pages](/articles/website/pages/how-to-add-a-video-block-to-your-pages)


# Does my website need to be ADA compliant?
Source: https://help.kajabi.com/articles/website/pages/does-my-website-need-to-be-ada-compliant

Learn about implementing ADA-compliant features with Kajabi.

With Kajabi, you can implement ADA-compliant features.

We encourage you to familiarize yourself with federal and state-specific laws as well as the recommended guidelines that relate to website content and accessibility for disabled, blind, and visually-impaired users.

Because Kajabi cannot provide you with any legal advice, we encourage you to seek out legal counsel and accessibility consultation to ensure that your website and all of your content is accessible and in compliance with any and all potentially applicable federal and state laws, regulations, and/or recommended guidelines.


# Does the exit popup display on mobile devices?
Source: https://help.kajabi.com/articles/website/pages/does-the-exit-popup-display-on-mobile-devices

Learn how to configure Exit Popups to display on mobile devices using the Timed Reveal feature.

Yes, Exit Popups can appear on mobile devices! If you choose to enable Exit Popups on your Page, your popup can appear on mobile devices, desktop devices, or both.

However, in order for your Exit Popup to display on mobile devices, you must configure the Timed Reveal feature.

Timed Reveal displays the Exit Popup after your specified number of seconds from the time your site visitor opens the Page. Learn to configure the Timed Reveal settings for your Exit Popup.

<div>
  <iframe />
</div>

***

## Configure the timed reveal settings

* Open the **Website** tab from your Dashboard.
* Select **Pages**, then click the Page you wish to customize to open the Page Editor.
* In the Page Editor, select **Exit Popup** from the left sidebar.
* Click the **Edit Exit Popup** checkbox to view the exit popup while you edit.
* Check the **Enable Exit Popup** checkbox to activate your popup.
* Navigate to Section Settings in the left sidebar and open the **Exit Popup Settings**.
* Enter your desired number of seconds in the **Timed Reveal** text box.
* Uncheck **Edit Exit Popup** and click **Save** to keep your changes.
* Click the Preview icon in the top right corner of the left sidebar to **Preview** your Exit Popup:

<div>
  <iframe />
</div>

[Learn more about customizing your timed reveal settings](/articles/website/pages/customizing-time-reveal-settings)

<Tip>
  **Tip:** Test the Exit Popup on mobile by copying the link to your Page and sending it to yourself to preview on your mobile device.
</Tip>


# Duplicate a page
Source: https://help.kajabi.com/articles/website/pages/duplicate-a-page

Keep your branding uniform throughout all pages by duplicating pages to save time.

Duplicating a Page can be used to keep your branding uniform throughout all pages. This can help save you time to focus on your content. Learn to duplicate your pages.

<div>
  <iframe />
</div>

***

## Duplicating pages

### What is duplicating?

Duplicating a Page in Kajabi creates a copy of your page. Your duplicated page copies the Template, the page settings, and the content from the original page.

Duplicating your Page is a great tool to accomplish various actions, for example:

* Creating a uniform design throughout your website
* Creating pages specific to different languages
* Duplicating a Funnel Page to a standalone Landing Page

Keep in mind, these are simply examples of the possibilities duplicating a Page can achieve. You may find that duplicating a Page can help you in more ways than one that may be specific to your business and vision.

### How do I tell the difference between my original page and the duplicated page?

To differentiate between your original page and the duplicate, note that your duplicate page includes a number following the title of the page.

This number signifies the number of times your original page has been duplicated:

<img alt="How_to_Duplicate_a_Page.png" />

<Note>
  **Note:** [System website pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) cannot be cloned. Instead, create new custom pages to match your brand and website. [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)
</Note>

***

## How to duplicate a page

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Locate the Page you wish to duplicate.
* Click `…` and select **Duplicate:**

<div>
  <iframe />
</div>

After duplicating a Page, you can begin customizing your duplicate Page! If you wish to change the Title and visibility of your duplicated Page, return to your Pages list to edit your [Page Details](/articles/website/pages/customize-your-page-details).

<Note>
  **Note:** Duplicated Pages become standalone Landing Pages after generating. If you have duplicated a Funnel Page, you can locate your duplicate page within the list of standalone Landing Pages under the Pages section of your Website tab.
</Note>


# Edit blocks on a page
Source: https://help.kajabi.com/articles/website/pages/editing-blocks-on-your-page

Learn to rename, duplicate, hide, delete, and reorder Blocks on your page.

## Overview

When you add a Block to a page Section, the Block will automatically generate at the bottom of the Section with the default name and settings. This guide covers how to rename, duplicate, hide, delete, and reorder Blocks on your page.

Looking to add your content to different Blocks on your page? [Learn more](/articles/website/pages/add-blocks-to-your-page)

***

## Rename blocks

Your Block titles are visible internally to help you identify the Blocks you've added to your page.

Editing your Block titles can help you differentiate between the various Blocks you customize:

<div>
  <iframe />
</div>

***

## Duplicate blocks

Duplicating Blocks can streamline the process of creating similar design elements on a page or creating identical Blocks optimized for mobile and desktop viewing.

Duplicating a Block copies the content and settings contained in the original Block to help you create a fluid design experience for your page visitors:

<div>
  <iframe />
</div>

### Can I duplicate blocks across different pages?

No, duplicating a Block places it on the same page as your original Block.

<Note>
  **Note:** Duplicated Blocks will generate at the bottom of your Section. Learn to [rearrange your Blocks](#rearranging-your-blocks) to achieve your intended design.
</Note>

***

## Hide blocks

Hiding Blocks enables you to create and customize a Block in preparation for events, announcements, countdowns, and more without displaying the Block immediately upon publishing.

Choosing to Hide a Block will keep the Block in your sidebar editor for easy access but will hide it from being viewed on your page:

<div>
  <iframe />
</div>

***

## Delete blocks

No longer wish to keep a Block? Delete the Block and its content:

<div>
  <iframe />
</div>

<Warning>
  **Important:** Deleting a Block will delete all of the content in the Block. If you click "Save" after deleting, the action cannot be undone.
</Warning>

***

## Accessing more actions: Renaming, duplicating, hiding, or deleting

### To edit your blocks using the dropdown for more actions

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Select the Section containing the Block you want to edit.
* Locate the Block you wish to edit in the sidebar.
* Then, click `…`.
* From the dropdown menu, select your desired action (Rename, Duplicate, Hide, or Delete).
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Accidentally clicked **Delete** while editing? Before hitting the Save button, return to your list of pages and confirm your desire to leave without saving your changes. Keep in mind, if you've made other changes prior to deletion, all unsaved changes will be lost.
</Tip>

***

## Rearranging your blocks

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click into the Section containing the Blocks you wish to rearrange.
* In the sidebar editor, hold `＝` and drag the Block to your desired location.
* Release the Block in your desired location and click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Edit page Sections
Source: https://help.kajabi.com/articles/website/pages/editing-sections-on-your-page

Rename, duplicate, hide, delete, and reorder page Sections.

When you add a Section to a page, it appears at the bottom with a default name and settings. From the sidebar editor, you can rename, duplicate, hide, delete, and reorder Sections to build your page the way you want.

## Rename Sections

Section titles are only visible to you in the editor — they never appear on the published page. Renaming Sections helps you stay organized, especially when working with multiple similar Sections.

## Duplicate Sections

Duplicating a Section saves time when building out similar layouts on the same page or when creating separate versions optimized for mobile and desktop viewing.

#### Can I duplicate sections across various pages?

No. Duplicated Sections are added to the same page as the original. They appear at the bottom of the page, so you may need to rearrange them to get them where you want.

## Hide Sections

Hiding a Section lets you build and customize content in advance without it going live on your page. Hidden Sections remain in the sidebar editor so you can access and unhide them whenever you're ready.

## Delete Sections

Deleting a Section permanently removes it and all of its content. Some Sections required for a page's core functionality — like the Login Section on a Login page — cannot be deleted.

<Warning>
  **Important:** Deleting a Section and saving cannot be undone. If you delete a Section by mistake, navigate away from the page before saving and confirm that you want to leave without saving. Note that any other unsaved changes made before the deletion will also be lost.
</Warning>

### To rename, duplicate, hide, or delete a Section:

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your page. [Learn more](https://help.kajabi.com/articles/website/pages/how-to-get-to-the-page-editor)
4. In the sidebar editor, hover over the Section you want to edit.
5. Click the ellipsis menu `…`.
6. Select your desired action from the dropdown.
7. Click **Save** to apply your changes.

<Tip>
  **Tip:** Accidentally click **Delete** when editing a Section? Before hitting that Save button, return to your list of pages and confirm your desire to leave without saving your changes. Keep in mind, if you've made changes prior to deletion, any unsaved changes will be lost.
</Tip>

### To rearrange Sections:

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your page. [Learn more](https://help.kajabi.com/articles/website/pages/how-to-get-to-the-page-editor)
4. In the sidebar editor, click and hold the drag handle `=` next to the Section you want to move.
5. Drag the Section to your desired position, then release.
6. Click **Save** to apply your changes.


# Find royalty free images
Source: https://help.kajabi.com/articles/website/pages/finding-royalty-free-images

Discover 10 great stock photo websites for finding professional photographs for your commercial design purposes.

Stock photos are professional photographs that can be used and reused for commercial design purposes. Here are 10 great stock photo websites:

***

## Unsplash

One of the oldest and most trusted free image sites, Unsplash provides new stock photos each week from a variety of photographers on almost any subject you can imagine. You can download up to 10 free images a week.

***

## Death to Stock

If searching for images isn't your thing, you can sign up for Death to Stock to email you images each and every week straight to your inbox. All you have to do is open an email.

***

## Picjumbo

Catering mainly to bloggers and designers, Picjumbo is another site that adds photos daily and provides a plugin for Photoshop or Sketch (for a fee) if you want to edit the photos after-the-fact.

***

## Startup Stock Photos

Looking for photos of office images? Startup Stock Photo has you covered. This site is particularly useful if you're looking for images related to starting or running your own business.

***

## Libreshot

Created by SEO expert Martin Vorel, Libreshot offers a variety of different photos that often fit perfectly with SEO optimized videos and blog posts.

***

## Pexels

Pexels curates images that are free to use under the Creative Commons Zero license, which is a fancy way of saying that you can use them for personal or commercial use and you don't even need to provide any sort of credit or attribution for them.

***

## Gratisography

Photographer Ryan McGuire provides beautiful high-resolution images that will add zeal and flavor to any of your videos.

***

## New Old Stock

If you want to add some cool Black and White images to your videos to add an old-world flair, look no further than New Old Stock.

***

## Splitshire

Created by Daniel Nanescu, a photographer working out of Italy, Splitshire provides very clean, streamlined images that are perfect for your presentations.

***

## Stock Snap IO

The last entry on this list is Stock Snap IO, whose mission statement is "No tricks, no gimmicks, no fine print; just dazzling images for your creative projects."

***

These 10 sites are a great starting point for finding royalty-free stock images to create engaging, visually stimulating imagery that will help your viewers retain more information.

Start adding images to your site today.


# How can I redirect a page?
Source: https://help.kajabi.com/articles/website/pages/how-can-i-redirect-a-page

Learn two methods to redirect a page on Kajabi using Custom Code Block or Code Editor.

You can redirect a page in two ways:

***

## Option 1: Using Custom Code Block (Recommended)

1. Go to Website > **Pages**
2. Open your page editor
3. Click **Add Section** from the sidebar
4. Select "Custom Code" and click **Add**
5. Click on the Custom Code Block
6. In the Code field, add this redirect code:
   * `<script>window.location.href = "https://www.example.com";</script>` (replace with your URL)
7. Click **Save**

***

## Option 2: Using Code Editor (Pro Plan required)

1. Go to Website > **Pages**
2. Click ... next to your page > **Modify code**
3. Open Snippets > **global\_head.liquid**
4. Inside the `<head>` tags, insert the following code:
   * `<script>window.location.href = "https://www.example.com";</script>` (replace with your URL)
5. Click **Save**

<Warning>
  **Important:** With a redirect in place, you won't be able to customize your page normally in our editor until you remove the redirect code.
</Warning>


# How do I unpublish and publish my site?
Source: https://help.kajabi.com/articles/website/pages/how-do-i-unpublish-and-publish-my-site

Learn how to hide your site while preparing for launch using a Coming Soon landing page.

After getting started with Kajabi you are provided with a default Kajabi subdomain with all the [standard website pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) created and connected to your default Kajabi subdomain.

This means that your default Kajabi subdomain can now be accessed to view the default standard website pages.

**In other words, your site is already "published".**

However, to truly publish and launch your site, you must first share your site domain with your contacts and audience through various mediums like email and social media.

If your site domain is not shared, your audience may not know where to locate your site.

Nonetheless, you probably want to hide (or change the visibility) your site as you prepare to launch (just in case people find it). In this case, you may be wondering how you can "unpublish" your already published site.

**"Unpublish," draft, or hide your site by creating a "Coming Soon" landing page to replace the homepage connected to your domain**:

<img alt="34CE30B8-922E-4816-B670-075DCF600A70.png" />

This will hide your site if contacts were to stumble upon your Kajabi subdomain or connected custom domain.

[Learn to hide your site with a "Coming Soon" landing page to prepare for launch](/articles/website/pages/how-to-hide-your-site-to-prepare-for-launch).

Then, after creating your "Coming Soon" landing page, you can safely create and customize your site behind-the-scenes.

<Tip>
  **Tip:** Learn to unpublish your [landing pages](/articles/website/pages/how-to-publish-and-draft-your-page) and [Offers](../../sales/offers/how-to-publish-or-unpublish-an-offer) until you are ready to launch your site.
</Tip>

Looking to draft individual landing pages? [Click here to learn more](/articles/website/pages/how-to-publish-and-draft-your-page).


# Access the code editor
Source: https://help.kajabi.com/articles/website/pages/how-to-access-the-code-editor

Learn to access and edit the code in your Website, Product, and Landing Pages on Kajabi with the Pro Plan.

<div>
  <iframe />
</div>

***

## What is the code editor?

With the code editor you can add and edit the code behind your site to design unique pages for your visitors to interact and engage with.

<Note>
  **Note:** The code editor is only available with the Pro Plan. Check out [kajabi.com/pricing](https://kajabi.com/pricing) for more details. If you're unfamiliar with editing code, we recommend consulting and hiring a professional to help.
</Note>

If you have access to the code editor, you'll see the **Modify code** feature when viewing the **More Actions** menu for your pages:

<Note>
  **Note:** The code editor feature is not available for checkout pages.
</Note>

<img alt="Modify_Code.png" />

***

## Website template

To access and edit the code for your [Standard Website Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder):

* Open the **Website** tab from the Dashboard.
* Locate the template you wish to edit.
* Click either the down arrow on your live template or `…` on your saved template and select **Modify code**:

<div>
  <iframe />
</div>

<Note>
  **Note:** Looking to update your website template? [Click here](/articles/website/pages/how-to-update-a-template) to learn more. Changes made inside the code editor may not be applied to your updated template version. If you are unfamiliar with editing code please refrain from changing the template structure. We recommend hiring a professional to help.
</Note>

***

## Course Product template

To edit the code of your **Course Product** template:

* Open the **Products** tab from the Dashboard.
* Select the Course Product you wish to edit.
* Click **Customize**.
* Locate your desired Product template.
* Click `…` and select **Modify code**:

<div>
  <iframe />
</div>

***

## Landing page template

To edit the code of your **Landing Page** template:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Open the **Landing** pages tab.
* Locate the page you wish to edit.
* Click `…` and select **Modify code**:

<div>
  <iframe />
</div>

***

## Using the code editor

Kajabi template code is written in [Liquid](https://themes.kajabi.com/liquid/getting-started/liquid).

With code editor access in Kajabi, you'll have the ability to view and modify your template code directories and corresponding files.

Refer to Kajabi's [Template Documentation](https://themes.kajabi.com/liquid/getting-started/theme-types) for a complete overview of each template directory.

<Note>
  **Note:** It's important to keep in mind that changes to your code will not be retained if you choose to [update your template](/articles/website/pages/how-to-update-a-template).
</Note>

To use the code editor in Kajabi:

* Open the **code editor** for your template as directed above.
* Select your desired **directory**.
* Select your desired **file**.
* Modify your code as needed.
* Click **Save**.
* Optional step: Click **Preview**:

<div>
  <iframe />
</div>

<Note>
  **Note:** Our support team is unable to assist with creating or modifying custom code. We highly recommend seeking assistance from a professional before modifying your template code.
</Note>


# Add a blog post to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-blog-post-to-your-page

Learn to add a Blog Post Block to your page to display your recently published Blog Posts.

<div>
  <iframe />
</div>

***

This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-blog-posts-to-your-page-with-premier).

## What is a blog post block?

The Blog Post Block is a great tool to engage and redirect your site visitors to your Blog content by displaying your recently published Blog Posts.

Adding a Blog Post Block to a Section of your Page will display your recently published Blog Posts according to your specifications. To edit your Blog Post content, you must create and customize your Blog Posts within your Blog built with Kajabi.

Learn more about [creating Blog Posts with Kajabi](../blog/how-to-create-a-blog-post) for details.

***

## Adding a blog post block

### To add a Blog Post Block to your page

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Blog Post**.
* Your newly created Blog Post Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your blog post block

In a Blog Post Block, customize the [Block Width](/articles/website/pages/how-to-customize-the-block-width), the Blog Post displayed, choose to show or hide the Blog Post Date, and adjust the Blog Post Block Settings.

<Note>
  **Note:** To edit your Blog Post content, you must [create and customize your Blog Posts within your Blog](../blog/how-to-create-a-blog-post) built with Kajabi.
</Note>

### Post number

The Post Number identifies the specific Blog Post you want to be showcased on your Page and is measured from the most recently published Blog Post.

For example:

1 = Most recently published blog post

2 = Two Posts from the most recently published blog post

<Note>
  **Note:** Each time a Blog Post is published in your Blog on Kajabi, the Blog Post Block(s) will update accordingly.
</Note>

### Show blog post date

Choosing to Show the Blog Post Date will display the date your Blog Post was published on your Blog.

### Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

**Accessing your Blog Post Block Settings:**

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Hover over the Blog Post Block you wish to customize and click **Edit**.
* Navigate to the sidebar panel to access your Blog Post Block Settings:

<img alt="78A0B2BB-3D4F-4BA1-8013-4616D30BCEC6.png" />


# Add a Call to Action block to a website page and landing page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page

Learn to add a Call to Action Block to encourage website visitors to open a page, purchase an offer, and more.

<div>
  <iframe />
</div>

***

## What is a Call to Action?

A Call to Action (CTA) is commonly used to encourage an immediate response from your site users to subscribe to your marketing emails or purchase an Offer.

[Learn how to use a Call to Action.](/articles/website/pages/how-to-use-a-call-to-action)

***

## Adding a Call to Action block

* Open the **Website** tab from the Dashboard.
* Select the **Website Pages** or **Landing Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Call to Action**.
* Your newly created Call to Action Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your Call to Action block

In a Call to Action block, customize the:

* [Block Width](/articles/website/pages/how-to-customize-the-block-width)
* Text
* Button Action
* Behavior
* Button Background Color
* Button Width
* Button Style
* Button Size
* Border Radius
* Block Settings

### Text

Enter your custom text to display on your CTA button. Use this opportunity to communicate to your users what the button will do.

### Button actions

Select a Button Action to:

* Go to a Landing Page
* Go to a Checkout Page
* Download a file
* Go to a URL
* Open a [two step optin](/articles/website/pages/how-to-use-the-two-step-optin-popup) popup for visitors to complete a form
* Go to a section on the page
* Open a modal

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)). If your button action is set to "Download a file," there is a 250MB file limit.
</Note>

### Open in new tab

Enable this setting to trigger your action in a different tab of your user's browser.

### Button background color

Click the **Button background color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness.
* The **horizontal bar** allows you to select the opacity of your color.

### Button text color

Complement your Button Background Color with a different Button Text Color.

<Note>
  **Note:** The Button Text Color is for solid buttons only.
</Note>

Click the **Button Text Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button width

Adjust the width of your Button:

* Full: fill the width of the button area
* Auto: automatically adjust the width to fit the text

### Button style

Change the style of the Button to display:

* A solid colored button
* The outline of your Button Background Color

### Button size

Adjust the size of your Call to Action Button:

* Small
* Medium
* Large

Changing the size of your Call to Action will change both the button background and text size.

### Border radius

Customize your Call to Action Border to appear more rounded or squared.

If you are customizing a CTA block in your standard website page, enter your desired value up to 50 to customize the individual buttons appearance.

### Call to Action modal

Launch a modal when the CTA is clicked. Within the modal you can customize:

* Modal text
* Text alignment
* Modal text color
* Modal background color

Select Edit Modal to preview and edit the Modal within the theme editor.

<Note>
  **Note:** The Call to Action Modal is only available in Encore 1.8.0 and above. [Learn more.](/articles/website/pages/how-to-update-a-template)
</Note>

### Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a call to action to a header with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-call-to-action-to-your-header-with-premier

Learn to add a Call to Action button to your Header.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/add-a-call-to-action-to-your-header).
</Note>

***

## Adding a call to action to your header

Include a Call to Action button in your Header encouraging your page visitors to open a separate page, purchase an offer, or much more.

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier)
* Click **Customize** to open the template editor
* In the sidebar, click **Header**
* At the bottom of the sidebar, click **Add Call To Action**
* Customize the Call to Action Text, Button Action, and appearance
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Learn to [Use a Call to Action with Premier](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) for more details.

<Tip>
  **Tip:** Have multiple Calls to Action? Rearrange your Call to Action Blocks by dragging and dropping in the Header Editor.
</Tip>


# Add a card block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-card-block

Learn to add a card block to sections of your page.

***

## What is a card block?

With the Card Block, display an image, configure your Card Action to trigger when clicked, and customize your Card messaging:

<img alt="cardblock.png" />

***

## Adding a card block

* Open the **Website** tab from the Dashboard
* Select the **Pages** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar panel, click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages)
* In the sidebar, click **Add Content**
* From the list, select **Card**
* Your newly created Card Block will generate at the bottom of the Section
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your card block

Customize your card block by adjusting the [width](/articles/website/pages/how-to-customize-the-block-width), selecting a Card Action, uploading an image, entering your messaging, and configuring your [Block Settings](/articles/website/pages/how-to-add-an-accordion-block-to-your-page#block-settings):

<img alt="D51FC2E8-649B-4EA2-9394-33D293A412FD.png" />

### Card action

Customize your card to trigger an action when clicked:

* Lead a visitor to a custom **Landing Page**
* Lead to a sale by going to a **Checkout Page**
* Encourage your audience to **download a file**
* Lead to any website page with a **URL link**
* Open a **Two-Step Optin Popup**
* Act as a link to **lead to a section of the page**

Additionally, you can set up your action to open in a new tab.

### Upload an image

Brand and design your Card Block by uploading an image:

* In the Card Block sidebar editor, click **select image**
* Click **upload a new file** or **select a recent file**
* Select your image to upload
* Click **Save** to apply and keep your changes:

<div>
  <iframe />
</div>

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

### Card messaging

Enter a description, customize the button, and edit your footer text to communicate the Block to your visitors:

<img alt="20548A53-F658-44A8-A2B6-D7CAFD598E15.png" />

### Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a carousel section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-carousel-section

Learn to feature your images, videos, and testimonials on your page with an interactive Carousel Section.

<div>
  <iframe />
</div>

<Note>
  **Note:** The Carousel Section is available with the latest version of Encore. If you are using a previous version, you will need to [update your template](/articles/website/pages/how-to-update-a-template) or create a [new custom page](/articles/website/pages/how-to-add-pages-to-your-website) to use the Carousel Section.
</Note>

***

## What is a carousel section?

With the Carousel Section you can showcase your images, videos, and testimonials with an engaging, interactive slideshow or carousel:

<div>
  <iframe />
</div>

***

## Adding a carousel section

* Open the **Website** tab from your Dashboard
* Select the **Pages** tab
* Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel
* Click **Add Section**
* Select **Carousel** as the Section type
* Click **Add** to generate the new Carousel Section at the bottom of your page
* Then, click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your carousel section

Begin customizing your Carousel Section by enabling **Edit Mode** to easily view each Carousel Block while you are editing your Section:

<div>
  <iframe />
</div>

***

## Carousel capabilities

The Carousel Section contains Blocks that you may be familiar with (i.e., images, videos, and testimonials), but there are unique capabilities that are only available with the Carousel Section.

With the Carousel Section you can create custom, interactive slideshows containing your uploaded images, testimonials, and videos.

### Carousel blocks

* **Image Slide**: Upload a new image or recent image file. [Learn more about the Image Block](/articles/website/pages/how-to-add-an-image-to-your-page)
* **Testimonial Slide**: Showcase your testimonials with customizable text and upload an image of your recommender
* **Video Embed Slide**: Upload video embed code. [Learn more about the Video Embed Block](/articles/website/pages/how-to-add-a-video-embed-block)
* **Video Slide**: Upload a new video or recent video file. [Learn more about the Video Block](/articles/website/pages/how-to-add-a-video-embed-block)

### To add carousel blocks

* Open the Carousel Section
* Navigate to the sidebar editor
* Click **Add Content**
* Select your desired Block:

<div>
  <iframe />
</div>

***

## Carousel section settings

Adjust your Carousel Section Settings to change the appearance, size, arrows, and animation.

### Width

Enable **Full Width** to display your media content with the full width of the browser window:

<div>
  <iframe />
</div>

### Height

Adjust the height of your Section after each slide change.

### Navigation

Enable **Show navigation** to give your viewers a page indicator to preview the number of pages they can view in your carousel:

<img alt="1F7D4E30-7C99-4681-9564-2B1A3FA23260.png" />

Customize the navigation indicator size (8 - 24) and spacing (2 - 24) with the slider or by entering your desired units.

### Arrows

Choose to **Hide arrows** from your viewers, customize the arrow color to fit your brand, and adjust the arrow size with the slider or by entering your desired size:

<img alt="F43ACBF4-2659-4613-98D6-800E341DA7CB.png" />

### Animation

With the Animation setting, you can enable **Autoplay slides** to automatically change the slides without requiring your viewers to click through them manually:

<div>
  <iframe />
</div>

### Type

Customize the transition type to slide or fade into the next media asset:

**Slide**:

<div>
  <iframe />
</div>

**Fade**:

<div>
  <iframe />
</div>

***

## Additional section settings

Click into the following settings to learn more:

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a countdown block to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-countdown-block-to-your-page

Learn to add a customized countdown timer to your pages with the Countdown Block.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-a-countdown-to-your-page-with-premier).
</Note>

***

## Adding a countdown block

Countdown timers are a great way to make your page visitors aware of an Event and create a sense of urgency around a specific date.

### To add a countdown block

* Open the **Website** tab from the Dashboard
* Select the **Pages** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages)
* In the sidebar, click **Add Content**
* From the list, select **Countdown**
* Your newly created Countdown block will generate at the bottom of the Section
* Select an existing [Event](../../marketing/events/event-overview) to display the Countdown Timer in the block
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your countdown block

In a Countdown block, you configure the [Block Width](/articles/website/pages/how-to-customize-the-block-width), select your Event, change the Countdown Style, enable or disable a Countdown Action, set an action to complete after the countdown ends, choose to remove the Section entirely after the Event Countdown timer expires, and configure the Countdown Block Settings.

### Select and edit your event

To customize your Countdown duration, select an Event from the dropdown.

If you have not created an Event, you must first create an Event in your Marketing tab. Learn more about [Events in Kajabi](../../marketing/events/event-overview) for details.

* In the Countdown Block Editor, navigate to the Event dropdown
* Click **Edit your Events** directly below the Event dropdown:

<img alt="817CD5B9-BAA7-486E-AC9F-114EC0F07ADF_4_5005_c.jpeg" />

### Countdown style

**Minimal**

<img alt="03ED07E4-A17B-4E66-B170-1B7F5BFA4F86.png" />

**Boxed**

<img alt="AB09B29B-7BDD-4EB4-BD98-1E3ED5469457.png" />

### Countdown action

#### After event

The After Event is the action triggered at the end of the countdown. This event will only occur if you choose to enable the Countdown Action setting.

After the countdown expires, enabling the Countdown Action can enable you to:

* Redirect your page visitors to a Landing Page
* Redirect your page visitors to a Checkout Page
* Download a File
* Redirect your page visitors to any URL

#### To enable a countdown action

* In the sidebar, check **Enable countdown action**
* Once enabled, use the dropdown menu under the **After Event** header to select the Action that will occur at the end of the countdown
* Click **Save** to keep your changes:

<img alt="F4EA6B41-B6A6-40AE-B36D-F6B86826E83B.png" />

### Remove section on complete

Check this setting to remove the entire Section containing the Countdown Block at the conclusion of your Countdown Timer.

<Note>
  **Note:** Checking this setting will remove visibility of all Blocks contained in the Section after the Countdown timer expires.
</Note>

***

## Block settings

To adjust the look and feel of the block, configure your Block Settings by customizing the:

* **Countdown Settings**: Customize the color and size for your Countdown Numbers and Labels
* **Language**: Customize the language used to describe your countdown values (day, hour, minutes, seconds)
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a countdown to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-countdown-to-your-page-with-premier

Learn to add and customize a Countdown Timer for your page.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-countdown-block-to-your-page).
</Note>

***

## Add a countdown timer

Countdown Timers are a great way to promote an Event, creating a sense of urgency to encourage visitors to opt-in.

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier)
* Click **Customize** to open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar
* Select Countdown Timer
* Your newly created Countdown will generate at the bottom of the page
* Enter the exact End Time your countdown expires
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customize your countdown timer

### Heading and subheading

Customize your Section message displayed above your Countdown Timer.

### End time

Enter the exact end time your Countdown Timer expires using the following format:

YYYY-MM-DD HH:MM:SS (24-Hour Clock)

*Example:*

2027-10-14 12:00:00 means October 14, 2027 at 12:00 PM

### Timezone

Enter your timezone based on [this map](https://momentjs.com/timezone/).

### Language

Customize the language used to identify the days, hours, minutes, and seconds in your Countdown Timer.

### Section appearance

Customize your Section's appearance by changing the:

* Countdown Style
* Background Color
* Text Color
* Number Color
* Section Spacing


# Add a custom section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-custom-section

Learn to add Custom Sections on your pages built with Kajabi.

<div>
  <iframe />
</div>

***

## What is a custom section?

The Custom Section Category allows you to design a unique, one-of-a-kind Section from scratch.

You can add a Custom Section to create a blank slate to pick and choose the Block Types you wish to display and/or add a Custom Code Section to enter custom code to a section of your page.

Remember, each Preset Section can be customized to design a unique, one-of-a-kind section, but adding a Custom Section generates a blank Section to build Blocks into according to your vision.

### Adding a custom section

Design a Custom Section with various Block types to present and display your content:

* Open the **Website** tab from your Dashboard
* Select the **Pages** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel
* Click **Add Section**
* Select the **Custom Section** from the Custom category to Preview
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Customizing the preset custom sections

### Custom section

Adding a Custom Section to your page generates an empty Section to add your desired Block Types:

* After adding the Custom Section, navigate to the sidebar editor
* Click **Add Content**
* Select a [Block type](/articles/website/pages/add-blocks-to-your-page#block-types) and begin customizing your section
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Custom code section

Creating a Custom Code Section generates a Custom Code Block to enter custom code or embed code onto your page.

The Custom Code Section is a powerful tool for a variety of purposes, including:

* Adding custom code (like [embedding a calendar](/articles/website/pages/how-to-install-an-add-to-calendar-button-to-your-page) to your page) without requiring access to the Code Editor of your site
* Creating blank spaces on your page to design beautiful, unique landing page layouts (check out the Iris Template below for an example):

<img alt="761B7D1B-8A54-4CFF-953F-4C1E5E18914D.png" />

Test out the Custom Code Section to see how you can best use this Block to build custom code into your page with Kajabi Pages.

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

Learn to add and customize [Custom Code Blocks](/articles/website/pages/add-custom-code-to-pages) for more details.


# Add a dropdown menu to a header with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-dropdown-menu-to-your-header-with-premier

Learn to add a custom Dropdown Menu to your Page Header with the Premier template.

Lead your page visitors to landing pages, offers, and more with links in the streamlined format of a dropdown.

<Note>
  **Note:** This article refers to the Premier Legacy Templates. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/add-a-dropdown-menu-to-your-header).
</Note>

<div>
  <iframe />
</div>

<Note>
  **Note:** Adding a Dropdown Menu with Premier requires access to the Code Editor available with the Pro Plan. Learn more about our different plans at [kajabi.com/pricing](https://kajabi.com/pricing/).
</Note>

***

## Dropdown menu

Adding a Dropdown Menu to your Page Header is a great way to provide additional links using the beautiful, sleek design of a dropdown:

<div>
  <iframe />
</div>

***

## Step 1. Add code

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

First, open the [Code Editor](how-to-access-the-code-editor#page-theme) for the Page you wish to customize.

* Click to open the **Sections** folder
* Then, click the **header.liquid** file
* Locate `{% if h-ShowMenu %}` near line 24
* Copy and paste `{% include "dropdown" %}` onto the line below `{% if h-ShowMenu %}`
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Step 2. Create dropdown file

* Next, open the **Snippets** folder
* Then, click **+ Add a new Snippet**
* Enter **dropdown** into the 'Name' field and click **Create File**:

<div>
  <iframe />
</div>

***

## Step 3. Edit dropdown menu

In your new dropdown.liquid file, copy and paste the code below:

```html theme={null}
<ul class="nav navbar-nav" style="margin: 0; display: inline-block;">
<div class="dropdown">
<div class="dropdown-content">
</div>
</div>
<li class="dropdown" style="margin: 0;">
<a href="#" class="dropdown-toggle" data-toggle="dropdown">ENTER NAME ON NAV BAR</a>
<ul class="dropdown-menu">
<li><a href="https://enterlinkhere.com/">OPTION 1</a></li>
<li><a href="https://enterlinkhere.com/">OPTION 2</a></li>
<li><a href="https://enterlinkhere.com/">OPTION 3</a></li>
</ul>
</li>
</ul>
```

* Replace **ENTER NAME ON NAV BAR** with the link name you wish to display to your site users
* Customize the sub-links and text in your Dropdown Menu by overwriting **[https://enterlinkhere.com/](https://enterlinkhere.com/)**, **OPTION 1, OPTION 2, OPTION 3** with your own URLs and text
* Click **Save** to keep and apply your changes
* Then, **Preview** your Page:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Link to your other pages built in Kajabi by copying and pasting your page link. Learn to [copy your page link](/articles/website/pages/how-to-copy-your-page-link).
</Tip>

### Change the dropdown spacing (optional)

Looking to change the vertical spacing between your dropdown navigation links? This step requires additional coding in the Code Editor.

* In your Code Editor, open the **Assets** folder
* Select the **override.scss.liquid** file
* Copy and paste the code below:

```css theme={null}
li{
margin: 1px
}
```

* Change the margin value (1px) in the code to adjust the spacing to your preference
* Click **Save** to keep and apply your changes
* Then, **Preview** your Page:

<div>
  <iframe />
</div>


# Add a favicon to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-favicon-to-your-page-with-premier

Learn to upload an image to use as your favicon for your page built with the Premier Template.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-upload-a-favicon-to-a-page).
</Note>

***

## What is a favicon?

A favicon is the small icon you see on a website tab or browser window. You're probably familiar with the favicon for the sites you frequently visit, such as the blue Kajabi favicon for this very page.

<img alt="Kajabi - The All-In-One Online Business Platform" />

While adding a favicon is simple, it's one more way you can signal your business's professionalism and reinforce your brand.

The ideal image file size for a favicon is a 32x32 PNG. However, if you upload a bigger image Kajabi will help you resize it.

***

## Add your favicon

### To add a favicon

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier)
* Click **Customize** to open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar editor, click the **Settings** header
* Select **Favicon**
* Choose from a recent image or upload a new image
* Click **Save**:

<div>
  <iframe />
</div>


# Add a feature block to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-feature-block-to-your-page

The Feature Block is a great way to showcase content you want to highlight. Learn to add a customized Feature Block to your page.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-a-features-section-to-your-page-with-premier).
</Note>

***

## Adding a feature block

* Open the **Website** tab from the Dashboard
* Select either **Website Pages** or **Landing Pages**
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages)
* In the sidebar, click **Add Content**
* From the list, select **Feature**
* Your newly created Feature Block will generate at the bottom of the Section
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Want more Feature Blocks? Repeat the steps above for each Feature Block you wish to add to your Section.

***

## Customizing your feature block

In a Feature Block, [customize the Block Width](/articles/website/pages/how-to-customize-the-block-width), upload your Image, set up an Image Action, change the Action behavior, edit the Text displayed, and configure the Feature Block Settings.

### Select image

Select the Image displayed in the Block by:

* Uploading a New File
* Selecting a Recent File

[Compatible File Types: GIF, JPG, PNG](/articles/website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi)

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

### Image action

Selecting an Image Action triggers an action after the Image is clicked.

The Image Action can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Act as an anchor link to lead to a section of the page

### Open in new tab

Enable this setting to trigger your Action in a different tab of your user's browser.

### Text

Customize your message by editing the Text in the Block.

<Tip>
  **Tip:** [Utilize the Text Editor](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) to easily add your text content to your Feature Block.
</Tip>

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* Image Style
* Call to Action
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Image style

Don't want to display an Image in your Feature Block? Choose **Hide Image** in the Image Style Block Setting.

If you choose to keep the Image, customize the Image Style by adjusting the Image Border Radius and Image Width, and adding an Image Alt Attribute.

### Call to action

Add and customize the action and appearance of a Call to Action button.

The Call to Action (CTA) button can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Open [Popup Checkout](../../sales/checkout/popup-checkout)
* Act as an anchor link to lead to a section of the page

Learn to [customize your Call to Action](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block).


# Add a features section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-features-section

Learn to add Features Sections to your pages built with Kajabi.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-a-features-section-to-your-page-with-premier).
</Note>

***

## What is a features section?

The Features Section is a great way to showcase what's special about your brand, product, or service. In the Features Category, you have the option to choose between a 2 and 3 card display or 2 and 4 column display.

### Adding a features section

* Open the **Website** tab from the Dashboard
* Select the **Sales** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel
* Click **Add Section**
* Select your Section from **Features**:

<div>
  <iframe />
</div>

***

## Preset features sections

Adding Preset Features Sections generates 2-4 Feature Blocks:

<img alt="865721FE-F096-4476-8B1F-AD4D97218921_4_5005_c.jpeg" />

Each Features Section can be replicated in custom Sections, but adding a Preset Features Section can streamline the process of building your page to help you get your site up and running in no time.

### The difference between feature cards and feature columns

#### Feature cards

Feature Cards showcase your content with the Call to Action button enabled in the Feature Block Settings. Additionally, Feature Cards have the Background Box Shadow preset to Medium to create a "card" effect:

<img alt="A467DA4C-EAB0-4E8A-905E-D7A64140CF12.png" />

#### Feature columns

Feature Columns are similar to Feature Cards because they showcase your content, but they do not include a Call to Action button when added to your page. However, you can choose to include a Call to Action button by configuring the Call to Action Setting under the Feature Block Settings.

Additionally, Feature Columns and Feature Cards differ in their preset alignment and Background Box Shadow settings. As shown in the image below, the Feature Columns are center-aligned and do not have a Box Shadow effect enabled:

<img alt="DF01B7EE-94FF-4B1F-9FE2-39074BB02241.png" />

***

## Customizing your features section

In a Features Section, there are 2-4 Feature Blocks generated. Each Block contains the same settings to customize the appearance and behavior of your Blocks:

<img alt="8E9EE607-A72D-4FD7-9C87-134D94FBF7F7.png" />

Learn to customize the [Features Block](/articles/website/pages/how-to-add-a-feature-block-to-your-page#customizing-your-feature-block) for details.

**Section Settings**

To customize the Section containing each Block, configure your Section Settings to change the appearance, behavior, and content.

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a features section to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-features-section-to-your-page-with-premier

Learn to add a Features Section to your landing pages built with the legacy template, Premier.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-features-section).
</Note>

***

## What is a features section?

The Features Section is a great way to showcase the extraordinary qualities of your brand, product, or services.

### To add a features section

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier)
* Click **Customize** to open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar
* From the list, select **Features**
* Your newly created Features Section will generate at the bottom of the page
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your features section

### Heading and subheading

Customize your Section message displayed above your Blog Posts.

### Section appearance

Customize the appearance of your Features Section:

* Background Color
* Text Color
* Text Alignment
* Spacing
* Add more Feature Blocks

***

## Customizing your feature blocks

Click your Feature Blocks to edit.

### Select image

Select the Image displayed in the Block by:

* Uploading a New File
* Selecting a Recent File

[Compatible File Types: GIF, JPG, PNG](/articles/website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi)

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

### Image width

Customize the width of the Image within the Block by entering a value (e.g., 10px or 10) into the Image Width field.

### Heading and text

Customize the messaging displayed in your Feature Block.

<Tip>
  **Tip:** [Enlarge](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) your Text Editor to fullscreen to easily edit your text content.
</Tip>

### Image action

Select an Image Action to trigger an action after the Image is clicked (leave blank if you wish to disable Image Action).

The Image Action can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two Step Optin Popup
* Lead to a section of the page

Choose to Open the action in a New Window

### Customize the call to action

Choose to show a Call to Action (CTA) in your Feature Block and customize the text, CTA Action, and appearance.

Learn to use a [Call to Action](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) with Premier.

### Time reveal

The Time Reveal Settings reveal your Call to Action (CTA) button in the Feature Block a specified amount of time (Offset) after an Event occurs.

To set up a Time Reveal for your CTA button in the Feature Block:

* Select an Event
* Enter your Offset value
* Specify the Offset Time Period in seconds, minutes, hours, or days


# Add a form to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-form-to-your-page

Learn to add a Form to your pages built with Kajabi to grow your list.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-a-form-to-your-page-with-premier).
</Note>

***

## What is a form?

On Kajabi, Forms can be used to perform various actions, including:

* Subscribing someone to an [email sequence](../../marketing/email-campaigns/create-an-email-sequence)
* [Granting an offer](../../sales/offers/how-to-grant-an-offer)
* Registering a person to an [event](../../marketing/events/event-overview)
* [Segmenting](../../contacts/manage-your-contacts/segment-your-contacts) subscribers based on which forms they have filled out

Adding a Form Block to your page will display your selected Form on your page. Try adding a Form to your page that fits your business vision.

[Learn to create and customize Forms with Kajabi](../../marketing/forms/create-and-build-your-form)

***

## Adding a form block

* Open the **Website** tab from the Dashboard
* Select either **Website Pages** or **Landing Pages**
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages)
* In the sidebar, click **Add Content**
* From the list, select **Form**
* Your newly created Form Block will generate at the bottom of the Section
* Select your Form from the dropdown to populate in the Block. Don't have a Form? [Learn to build a Form](../../marketing/forms/create-and-build-your-form)
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your form block

In a Form Block, configure the [Block Width](/articles/website/pages/how-to-customize-the-block-width), select the Form used, configure the Thank You Page, edit the Text, add a Disclaimer to your Form, and customize the Form Block Settings.

### Select the form

To select a Form from the dropdown, you must first [create a Form](../../marketing/forms/create-and-build-your-form) in your Marketing tab.

Click **Edit Forms** to edit and create a Form:

<img alt="FEC54D65-E238-495E-8F05-DD0918B49289_4_5005_c.jpeg" />

### Thank you page

Set up the the action triggered after the Form is submitted from the page:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL (be sure to use the full URL - for example, [https://kajabi.com/](https://kajabi.com/))

<Note>
  **Note:** Leave this blank to send your Form Submitters to the [standard website Thank You Page](/articles/website/pages/how-to-build-your-thank-you-page) or to the specified Thank You Page set up in the [After Submissions settings](../../marketing/forms/how-to-use-the-after-submission-settings-in-forms) of the Form Editor. Selecting the Thank You Page from this dropdown will override the standard website Thank You Page and the After Submission Form settings Thank You Page.
</Note>

### Text

Customize your message above the Form fields by editing the Text in the Block. Here, you can enter your custom Text and replace "Join the Newsletter" on your Form when adding your Form to a Block on your page:

<img alt="7E614945-4A1E-4995-8478-D6D7C965073B.png" />

<Tip>
  **Tip:** [Utilize the Text Editor](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) to easily add your text content to your Form Block.
</Tip>

### Disclaimer text

Under GDPR, a contact must be informed that their data will be stored and used by a company when they're submitting it.

The Disclaimer Text feature helps you add clear and plain language to inform your visitors that submitting the Form will subscribe them to your Marketing Emails. This feature ultimately helps you on your path to GDPR compliance. Learn more about [GDPR and data collection](../../marketing/email-campaigns/how-kajabi-helps-you-with-privacy-regulations).

<img alt="2D8BF1D2-5DD1-47CD-AC38-43D167DC7C75.png" />

*Disclaimer: Kajabi and any of its employees, contractors, or attorneys participating in providing the information contained in this Article or elsewhere on our website expressly disclaim any warranty.*

***

## Input label

Choose to display **Placeholder** text inside your Form fields:

<img alt="4623706E-1B73-47BC-BE1F-AB6DA15B66F0.png" />

Choose to display **Labels** above each Form field:

<img alt="2D839FB5-387F-4A25-8D88-9822597C8B0F.png" />

### Make form inline

Check **Make Form Inline** to give the form a horizontal layout on larger devices:

<img alt="E65E54CF-01DD-4445-B679-04FD7C67A957_4_5005_c.jpeg" />

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* Button
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Button

Similar to the [Call to Action Block Settings](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block), customize the appearance of your Form Submission Button by editing the text, background color, text color, width, style, size, and radius.

Form button:

<img alt="8DED9A3D-6E5F-4E50-A714-3AE72DF6BC2B.png" />

#### Button background color

Click the **Button background color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color
* The **horizontal rainbow bar** allows you to select the hue
* The **horizontal gradient bar** allows you to select the opacity of your color

#### Button text color

Complement your Button Background Color with a different Button Text Color.

<Note>
  **Note:** The Button Text Color is for [solid buttons](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) only.
</Note>

Click the **Button Text Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue
* The **square box** allows you to adjust the brightness
* The **horizontal bar** allows you to select the opacity of your color

#### Button width

Adjust the width of your Button:

* Full: fill the width of the button area
* Auto: automatically adjust the width to fit the text

#### Button style

Change the style of the Button to display:

* Solid colored button
* Outline of your Button Background Color

#### Button size

Adjust the size of your Call to Action Button:

* Small
* Medium
* Large

Changing the size of your Call to Action will change both the button background and text size.

#### Border radius

Customize your Call to Action Border to appear more rounded or squared.


# Add a form to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-form-to-your-page-with-premier

In Kajabi, Forms can be used to perform many actions, including subscribing someone to an email sequence, granting an offer, registering a person to an event, and segmenting subscribers based on which Forms they filled out.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-form-to-your-page).
</Note>

***

## Adding a form to your page

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier)
* Click **Customize** to open the template editor
* Click **+ Add Section** from the sidebar
* Select **Opt In Form**
* Click **Add**
* Your newly created Form Section will generate at the bottom of the page
* Select the Form from the dropdown to display in your Section
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your form section

In a Form Section, select the Form used, configure the Thank You Page, and edit the Text.

### Select the form

Click **Edit your forms** to change or create Offers in the Product tab:

<img alt="68BCBE0D-511E-4819-BBC6-A5F478EDF1CF_4_5005_c.jpeg" />

<Tip>
  **Tip:** To select a Form from the dropdown, you must first [create a Form](../../marketing/forms/create-and-build-your-form) in your Marketing tab. Click "Edit Forms" to edit and create a Form.
</Tip>

### Thank you page

Set up the the action triggered after the Form is submitted from the page:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL

<Note>
  **Note:** Leave blank to send your customers to the default Thank You Page located under the Website Design tab or to the specified Thank You Page set up in the [After Submissions settings](../../marketing/forms/how-to-use-the-after-submission-settings-in-forms) of the Form editor. Selecting the Thank You Page from this dropdown will override the default Thank You Page and the After Submission Form settings Thank You Page.
</Note>

### Button text

Customize your message displayed on the Button to submit the Form.

### Text

Choose to **Show Text** to provide additional context or information next to your Opt In Form.

Use the Text Editor to enter your custom messaging.

### Form appearance

Customize the appearance of your Opt In Form within the Section by editing the:

* Position
* Input Label
* Button Style
* Button Width
* Button Color
* Form Color

### Section appearance

Choose to include a Section Background Image with an overlay or select a solid background color.

Changing the Spacing of your Section Appearance Settings will create a Hero Image effect in the Opt In Form Section of your Page.

Learn more about the [Hero Image](/articles/website/pages/customizing-your-hero-image-overlay-in-premier) and how to customize the overlay.


# Add a hello bar to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-hello-bar-to-your-page

Learn to display announcements on your pages with a Hello Bar.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-an-announcement-to-your-premier-page).
</Note>

***

## What is a hello bar?

Create an announcement banner at the top of your page with a Hello Bar in your page header.

Design your [website pages with the Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) to include a Hello Bar in your header:

<img alt="2BE1772C-2E05-4A26-8524-A9BEF600A63D.png" />

***

## Adding an announcement to your header

The header is a great place to display your announcements for your users to easily see what you want to share.

### How to add a hello bar

* Open the **Website** tab from the Dashboard
* Select the **Pages** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**
* Then, click **Add Content**
* Select **Announcement**
* Customize your Announcement Text, Announcement Action, and Block Settings
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your hello bar block

### Hello bar

#### Text

Enter the text displayed in your Announcement Block.

#### Action

Select an action if you want to create a clickable announcement:

* **Go to a Landing Page**: Redirect your users to a landing page built with Kajabi
* **Go to a Checkout Page**: Open the Checkout Page for Offers built with Kajabi
* **Download a file**: Upload a file from your hard drive for your users to download when the announcement is clicked
* **Go to a URL**: Paste a URL to open any page when the announcement is clicked
* **Open two step optin popup**: With a Hello Bar, connect your two step optin to your announcement to encourage users to submit a form. [Learn more](/articles/website/pages/how-to-use-the-two-step-optin-popup)
* **Go to a section on this page**: With a Hello Bar, redirect your visitors to a specific section of the page after the announcement is clicked

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

#### Open in new tab

Enable this setting to trigger your action in a different tab of your user's browser.

### Block settings

#### Background

Select a Background Color for your Announcement to stand out for your users.

Clicking **Background Color** will open your [site color palette](https://help.kajabi.com/hc/en-us/articles/360037850453#colors).

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color:

* The **vertical bar** allows you to select the hue
* The **square box** allows you to adjust the brightness and saturation of your color
* The **horizontal bar** allows you to adjust the opacity of your color

#### Alignment

Open the **Alignment** Block Setting to change the horizontal text alignment in your Announcement Banner.


# Add a hero section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-hero-section

Learn to add a Hero Section to your pages.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-a-hero-section-in-your-page-with-premier).
</Note>

***

## What is a hero section?

The Hero Section is a Background with a Content Overlay.

Although simple, understanding the concept of the Hero Section is powerful because it gives you the flexibility to build and create beautifully designed pages by simply adding a background to your Sections.

Kajabi helps streamline the process of building your pages by providing Hero Section presets. Building pages in Kajabi gives you the freedom to create any Section as a Hero Section by simply customizing your [Background in the Section Settings](/articles/website/pages/how-to-customize-your-section-background-settings) of any Section on your page.

**Although flexible, it is important to note the unique build of the Hero Section Presets.**

Adding Blocks and customizing the Background of your Sections can create similar Sections to the Hero Section Presets but you may notice that the appearance will differ slightly when adding Block Types to a Section.

### Adding a hero section

* Open the **Website** tab from the Dashboard
* Select the **Pages** tab
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel
* Click **Add Section**
* Select your Section from **Hero**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** A Hero section with a Countdown, Form, Image, or Video can be removed or added when editing. Because a Section is made up of blocks, simply Add Content to add an additional Block Type to your Hero section. Keep in mind, the appearance may differ slightly when adding Block Types to a Section compared to adding a Section Preset.
</Tip>

***

## Preset hero sections

Learn about each Hero Section:

* Hero
* Hero Countdown
* Hero with Form
* Hero with Image
* Hero with Audio
* Hero with Video

### Hero

Adding a Hero Section to your page will generate a Text Block with the Call to Action Block Setting enabled. This may be familiar to you if you have added a [Call to Action Section](/articles/website/pages/add-a-basic-content-section-to-your-page#call-to-action) to your page.

<img alt="4DC7011E-EDBB-4188-B486-FC3A797D2296.png" />

Customize your Hero Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Hero countdown

The Hero Countdown Section generates a single Text Block and a Countdown Block. However, you will notice that a Hero Countdown Section will differ in appearance compared to adding a [Countdown Block](/articles/website/pages/how-to-add-a-countdown-block-to-your-page) to a Section:

<img alt="22FF1A9A-A8AA-4B8C-8E64-A292B417D862.png" />

Customize your Hero Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Countdown Block](/articles/website/pages/how-to-add-a-countdown-block-to-your-page), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Hero with form

The Hero with Form Section generates a single Text Block and a Form Block. However, you will notice that creating a Hero with Form Section will differ slightly in appearance compared to adding a [Form Block](/articles/website/pages/how-to-add-a-form-to-your-page) to a Section.

Adding the Hero with Form Section includes a default Disclaimer Text to the Form Block:

<img alt="EAEA3A9D-7041-4CAE-8236-85F5D8569F68.png" />

Customize your Hero with Form Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Form Block](/articles/website/pages/how-to-add-a-form-to-your-page), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Hero with image

The Hero with Form Section generates a single Text Block with the Call to Action Block Settings enabled and an Image Block:

<img alt="87503011-A209-44F0-A981-563BA8B95CC4.png" />

Customize your Hero with Image Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Image Block](/articles/website/pages/how-to-add-an-image-to-your-page), and Section Settings to change the appearance, behavior, and content.

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Hero with audio

The Hero with Form Section generates a single Text Block with the Call to Action Block Settings enabled and an Audio Block:

<img alt="988F06D6-E030-42F9-A5D7-2B5F91B35FF7.png" />

Customize your Hero with Audio Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Video Block](/articles/website/pages/how-to-add-a-video-block-to-your-pages), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Hero with video

The Hero with Form Section generates a single Text Block with the Call to Action Block Settings enabled and a Video Block:

<img alt="A2326E5D-DC04-41A7-A186-3AFE658F8B87.png" />

Customize your Hero with Form Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Video Block](/articles/website/pages/how-to-add-a-video-block-to-your-pages), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a hero section in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-hero-section-in-your-page-with-premier

The Hero section is your statement piece. It's the first thing people see when they visit your page and acts as a great way to introduce your brand.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates and may be outdated. If you are having issues with video playback in your Hero Section, we recommend using a Landing Page template. To add a video to your Hero Section in Landing Pages, click [here](/articles/website/pages/how-to-add-a-hero-section).
</Note>

***

## Add a hero section

### To add a hero section to your page with the legacy template, Premier

* Open the **Website** tab from the Dashboard
* Click **Pages**
* Select the title of the Page you wish to edit, or click **Customize**
* In the sidebar editor, click **Add Section**
* Click **Hero**
* Then, click **Add**
* Your newly created Hero section will generate at the bottom of your page. Simply drag and drop in the sidebar editor to rearrange
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your hero section

With the Premier Template, customize your Hero Section Details and Appearance.

### Hero details

Customize your Hero Section's Title and Body Text to communicate your message to your page visitors.

In the Text Box of the Editor, access additional tools to edit your text:

* Access your text **source code** to embed or enter code scripts and integrate even more into your page
* Change the Formatting of your text by adjusting **Headings**, **Inline**, **Blocks**, and **Alignment**
* Customize the appearance of your text by making it **bold**, **italicized**, or **strikethrough**
* Change the **color** of specific sections of your text
* Add a **horizontal line** to break up your text
* Create **ordered** and **unordered lists** with your text
* **Indent** sections of your text
* **Insert/Edit a link** into your text to create interactive, clickable text
* **Enlarge** the text box to more easily edit your text

### Hero section appearance

Customize the Appearance of your Hero Section to display either an Image or silent Video, the Background Color, Text Color, Alignment, and Spacing.

#### Select your hero section type to display

* Background Image
* Background Video

Then, upload your Image or Video to display as your Hero Section Background.

If your uploaded Image or Video does not appear, consider adjusting the Background Color Opacity Slider. The Background Color acts as an overlay and can obstruct a visitor's ability to view your uploaded Image or Video.

<Note>
  **Note:** If you choose to display a Background Video for the Hero Section Type with the Premier Template, your Video will be displayed as a static Image when viewed on mobile devices.
</Note>

#### Adjust your background color

The Background Color can be used in place of an Image or Video or can be customized to act as an Overlay for your uploaded Image or Video.

Create a dramatic effect for your uploaded Image or Video by selecting a Background Color and adjusting the Opacity Slider to your desired opacity.

#### Customize your text color

Customize the entire Hero Section text color to fit your branding and design.

#### Alignment and spacing

Change the appearance of your Hero Section by customizing the Alignment of your text inside the Hero Section and customizing the overall spacing of the Section.

Alignment:

* Left
* Centered
* Right

Spacing:

* Extra Small
* Small
* Medium
* Large
* Full Height

<Tip>
  **Tip:** Use Full Height Spacing to create a [fluid, scrolling effect](/articles/website/pages/customizing-your-hero-image-overlay-in-premier) for your Hero Section Background when viewed on desktop. Keep in mind, the Background Image or Video will be displayed as a static Image when viewed on mobile devices.
</Tip>

#### Add a call to action

Encourage your page visitors to take action directly from your Hero Section with a Call to Action button.

[Learn how to use a Call to Action](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier)


# Add a link list block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-link-list-block

Learn to add a Link List Block (i.e., navigation menu) to your Sections.

***

## What is a link list?

A Link List is a navigation menu built to display your desired links to help your visitors easily navigate across your linked pages:

<img alt="81ADE6D5-9C06-4F75-8C15-55AFD2A52174.png" />

***

## Adding a link list

* Open the **Website** tab from the Dashboard
* Select the **Website Pages** tab or **Landing Page** tab, depending on which page you want to edit
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar panel, click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages)
* In the sidebar, click **Add Content**
* From the list, select **Link list**
* Your newly created Link List Block will generate at the bottom of the Section
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** The Link List Block may not be available with your page template version. If you don't see the Link List Block, you may need to create a new page with the latest version of the Kajabi Page Builder to include a Link List Block on your page.
</Note>

***

## Customizing your link list

Customize your Link List Block by adjusting the [width](/articles/website/pages/how-to-customize-the-block-width), selecting your menu, branding your links, adjusting your list vertical alignment, and configuring your [Block Settings](/articles/website/pages/how-to-add-an-accordion-block-to-your-page#block-settings):

### Select menu

Select the Link List (or navigation menu) used for your Block.

To create, customize, and change the menu used in your Link List Block [learn to customize your Website Navigation Menus](https://help.kajabi.com/hc/en-us/articles/360037080193).

<Note>
  **Note:** Quickly navigate to your Website Navigation Menus from the Dropdown Menu Block by clicking **Edit your link lists** directly below the Menu field in the sidebar editor.
</Note>

### Link color

Brand your link colors by opening the color wheel.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color
* The **horizontal rainbow bar** allows you to select the hue
* The **horizontal gradient bar** allows you to select the opacity of your color

### Show title

Display a title above your Link List, enter your List Title, and customize the color of your Link List Title.

Be sure to select **Show Title** to display your link list title on your page:

<img alt="84FF171A-A7AF-47B8-98F4-A5D16580BD75.png" />

### Vertical alignment

Change the appearance of your Link List to display in a row or as a column:

<div>
  <iframe />
</div>

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add a logo to a page header
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-logo-to-your-page-header

Learn to brand your page by adding a Logo Image or Logo Text to the page Header.

<div>
  <iframe />
</div>

***

## Adding a logo block to your header

### Step 1. Select your block type

* Open the **Website** tab from the Dashboard
* Select the **Pages** tab
* Select the page you wish to edit and click **Customize**. [Learn to open your page editor](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**
* Click **Add Content**
* Select **Logo**:

<img alt="DD9EA714-1EBC-4D74-BC4B-509157C6D888.png" />

After adding the Logo Block Type, select:

* Image
* Text

<Note>
  **Note:** If you've uploaded a Logo Image to the [Branding section of your Site Detail Settings](/articles/website/pages/how-to-upload-your-favicon-and-logo-used-on-new-templates) prior to creating the page, Image Logo Type will default to the Logo uploaded in your Site Detail Settings. If you wish to change the image for your page, follow Step 2: Upload your Logo.
</Note>

### Step 2. Upload your logo

Depending on the Logo Type selected:

* Upload your Logo Image by clicking **Select Image** and choosing a new file or a recent file
* Enter text in the **Logo Text** field

***

## Customizing your logo block

### Image alt attribute

Enter a brief image description to identify the image for SEO purposes, accessibility, or if the image cannot be displayed.

### Logo image width

If you have selected **Image** as your Logo Type, customize the width of your image to change the appearance of your Logo on your page.

### Logo text color

If you selected **Text** as your Logo Type, customize the text color to use your site branding colors or a custom color for your Logo Text.

### Stretch block

Enable the Stretch Block setting to fill the remaining space of the Header section.

A good rule for using the Stretch Block feature is to enable the Stretch Block feature for the Block on the far left of your Header section.

For example, if you want to have your Logo on the far left side of your Header and a Menu and User Menu on the far right side, select **Stretch Block** for your Logo:

<div>
  <iframe />
</div>

Control the alignment and positioning of your blocks by adjusting the Stretch Block and Block Alignment for the blocks in your Header.

### Text alignment

Adjust the horizontal alignment of your block in the Header to appear more left, centered, or right-aligned.

Keep in mind, this setting will be impacted by the positioning and alignment of surrounding blocks.


# Add a mailto link with a CTA
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-mailto-link-with-a-cta

Learn to insert a Mailto Link in your Call to Action (CTA) to open the default email client in your page visitor's device.

## What is a mailto link?

Mailto Links can be clickable text or buttons that automatically open a new email draft in your page visitor's default email client with pre-filled information (such as your email address). Mailto Links can be used to encourage your page visitors to reach out to you with an easy-to-click, easy-to-create button.

With a Mailto Link, create Contact Us pages, prompt contacts for specific information, and more.

The best part: Mailto Links are simple to create. To create a Mailto Link, just include the link `mailto:` followed by the email address you wish to pre-fill in the new email draft.

For example, the link could be "mailto:[support@guitarlessons.com](mailto:support@guitarlessons.com)" to open a new email draft to send directly to the email address [support@guitarlessons.com](mailto:support@guitarlessons.com).

<div>
  <iframe />
</div>

Want to add a telephone link to encourage your page visitors to call? [Learn to create a telephone link](../../website/pages/how-to-create-a-telephone-link)

***

## How to add a mailto link

### Step 1. Create a call to action (CTA) button

Use a CTA to insert your Mailto Link in your Pages, Email Campaigns, and Products.

Want to learn more about the Call to Action? [Learn to use a Call to Action](../../website/pages/how-to-use-a-call-to-action).

For the purpose of this guide, we will create a Call to Action (CTA) in a page:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the Page you wish to edit or create a new one.
* Click **Add Section**.
* Select **Call to Action**.
* Click **Add**. Your newly created Section will generate at the bottom of your Page:

<div>
  <iframe />
</div>

### Step 2. Insert your mailto link

Open the CTA to insert your Mailto Link:

* In the sidebar, open the **Text** Block.
* Navigate to Block Settings and click **Call To Action**.
* Under Button Action, select **Go to a URL**.
* In the empty field below Button Action, enter your Mailto Link (mailto:[email@example.com](mailto:email@example.com)).
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>

### Step 3. Include additional pre-filled information (optional)

Want to include additional information in the generated email? Learn to add HTML code to your Mailto Link to include additional pre-filled content in the new email draft after your visitors click the Call to Action button on your page.

For the fields you want to pre-fill, change the blue text with your content in the code extension:

* **CC** - Add additional recipients to your email.

```
?cc=name@domain.com
```

* **BCC** - Add additional recipients to your email that your contacts and CC'd recipients won't see.

```
?bcc=name@domain.com
```

* **Subject** - Add a subject line to your email.
  **Add a Space:** Use "%20" to add a space between words in your subject line.

```
?subject=This%20is%20a%20subject
```

* **Body** - Add a personalized message to the body of the email.
  **Add a Space or a Line Break:**
  Use "%20" to add a space between words in your body text.
  Use "%0A" to add a line break.

```
?body=This%20is%20body%20text
```

Then, copy and paste your customized code extension to the end of the Mailto Link:

* Place your cursor at the end of your Mailto Link in your Call to Action:

<img alt="F1C73909-1350-40AF-8D61-BC7910396D36_4_5005_c.jpeg" />

* Copy and paste your customized code extension.
  If you are including multiple extensions (e.g., Subject and Body), replace the question mark (?) with an ampersand (&) between each code extension:

<div>
  <iframe />
</div>

**Example:** mailto:[support@guitarlessons.com](mailto:support@guitarlessons.com)?subject=Music%20Lessons\&body=I'm%20interested%20in%20learning%20to%20play

After adding your Mailto Link, [customize your Call to Action Section](../../website/pages/how-to-use-a-call-to-action#h_9ac92ec9-fb9d-43f6-8d6e-c6d39a45beef) to fit your brand.

**Example**

<img alt="A9C7B93E-64F8-4F24-9437-910C38BA7FD1.png" />

<Tip>
  **Tip:** [Test your page](../../website/pages/preview-your-page#h_c1dae47b-74d9-4b05-9bbd-7e59dd06662a) with the Call to Action to ensure that everything looks the way you intend. When your visitors click the CTA, their default email client will open to draft a new email with the pre-filled content.
</Tip>


# Add a ManyChat widget to a website
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-manychat-widget-to-your-website

Learn to embed a Chat widget onto your site with ManyChat as a tool to communicate with your website visitors.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Open two tabs in your browser to easily navigate between your Kajabi account and ManyChat.
</Tip>

***

## Step 1. Set up ManyChat

To set up ManyChat and get the embed code:

* Open an account with [ManyChat](https://manychat.com/).
* Connect ManyChat to your Facebook Page. More information [here](https://support.manychat.com/support/solutions/articles/36000000738-how-to-connect-a-facebook-page-to-manychat).
* Click **Growth Tools** in the sidebar.
* Navigate to the top right corner and click **+ New Growth Tool**.
* Select **Customer Chat**.
* Configure each setting and customize how you want the embed to look on your site. Learn more about [setting up your Customer Chat Growth Tool with ManyChat](https://support.manychat.com/support/solutions/articles/36000088362-customer-chat-growth-tool).
* After setting up the widget, select **Install JavaScript Snippet**.
* Authorize your site's URL with `www.` and without `www.` if they are not already authorized.
* Copy the JavaScript snippet to your clipboard:

<div>
  <iframe />
</div>

***

## Step 2. Paste the JavaScript snippet in Kajabi

* Navigate back to your Kajabi account.
* Open the **Settings** tab from the Dashboard.
* Select **Site Details**.
* Scroll down to the **Page Scripts** section.
* Paste the JavaScript snippet in the Page Scripts field to automatically apply the snippet to the `<head>` section of every page on your site.
* Click **Save** to keep and apply your changes:

<img alt="Add_ManyChat_Code_in_Page_Scripts.png" />

***

## Step 3. Enter the URLs

The last step is to add the URLs where you'd like the widget to display:

* Navigate back to ManyChat.
* Enter your exact `https://www.yourdomain.com` URL into the **Only show on these pages** field.
* **Save** the flow.
* Open your Kajabi website to preview the widget:

<div>
  <iframe />
</div>


# Add a marketing & events section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-marketing-events-section

Learn to add a Marketing & Events Section to your pages built with Kajabi.

<div>
  <iframe />
</div>

## Overview

Your marketing tools can be added to any page without frustrating integrations, APIs, or connections.

This means essential marketing actions like growing your email list, registering users for an event, and more are as simple as adding a Section to your page.

You can find the many marketing tools Kajabi offers in the Marketing & Events category.

***

## Adding a marketing & events section

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Marketing & Events** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Preset marketing & events sections

### Forms: Opt-in form & inline opt-in form

On Kajabi, Forms can be used to perform many actions, including subscribing someone to an email sequence, granting an offer, registering a person to an event, and segmenting subscribers based on which Forms they have filled out.

[Learn to customize Forms on your page](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block)

<img alt="EBBEA4A5-2350-4233-B2B7-ACA72B1E01EB.png" />

### Event countdown

Event Countdowns are a great way to make your page visitors aware of an event and let them know how much time they have left to act upon it.

Adding an Event Countdown generates an Event Block and a Countdown Block:

<img alt="B5F4B45F-7D2A-4B8C-A117-DB5C2982932E.png" />

Learn to add and customize an [Event Block](../../website/pages/how-to-add-an-event-to-your-page#customize-your-event-block) and a [Countdown Block](../../website/pages/how-to-add-a-countdown-block-to-your-page#customize-your-countdown-block) on your page.

### Multi-video launch

Adding a Multi-Video Launch Section to your page displays multiple interactive images and a single video to give you the flexibility to design a unique viewing experience for your visitors:

<img alt="89B8DBB3-8353-4267-8F14-E9DCA015383F.png" />

Create and design your Multi-Video Launch section to encourage your viewers to interact with your site to explore and learn more about the value you offer.

Display your previously released videos, currently live (active) videos, and next available videos.

Read [How to Set Up your Multi-Video Launch Section](../../website/pages/how-to-set-up-your-multi-video-launch-section) for more details.

### Assessments

Adding an Assessment (survey) to your Page is a great tool to opt-in page visitors, or send them to a sales page:

<img alt="146F0B4B-6255-4E9F-B85E-E8D6E2BF4FB5.png" />

[Learn to customize Assessments on your page](../../website/pages/how-to-add-an-assessment-block#customize-your-assessment-block)

<Note>
  **Note:**

  Adding an Assessment Section generates an empty Assessment Block. Be sure to select your Assessment in the sidebar to display your Assessment.
</Note>


# Add a menu to a page header
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-menu-to-your-page-header

Learn to add a Navigation Menu to your page Header for your users to easily navigate through your website.

<div>
  <iframe />
</div>

***

## Adding a menu to your page header

### Step 1. Select the menu block

* Open the **Website** tab from your Dashboard.
* Select the **Website Pages or Landing Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**.
* Click **Add Content**.
* Select **Menu**:

<img alt="C929CDD6-6C55-4201-8EE9-0664C42F7D35.png" />

<Note>
  **Note:**

  To create and edit your menu links, click **Edit your link lists** below the Menu Header in the sidebar editor.
</Note>

### Step 2. Select your navigation menu

* Open the **Menu** dropdown.
* Select the **Menu/Link List** that you wish to add to your Header.

***

## Customizing your menu

### Open in new tab

Enable this setting to open the item selected from your menu in a new tab of your page visitor's browser.

### Stretch block

<Note>
  **Note:**

  Only available with the Website Builder pages. [Learn more](../../website/pages/customizing-your-website-pages-with-the-website-builder)
</Note>

Enable the Stretch Block setting to fill the remaining space of the Header section.

A good rule for using the Stretch Block feature is to enable the Stretch Block feature for the block on the far left of your Header section.

For example, if you want to have a Logo on the far left side of your Header and a Menu and User Menu on the far right side, select **Stretch Block** for your Logo:

<div>
  <iframe />
</div>

Control the alignment and positioning of your blocks by adjusting the Stretch Block and Block Alignment for the Blocks in your Header.

### Text alignment

Adjust the horizontal alignment of your block in the Header to appear more left, centered, or right-aligned.

Keep in mind, this setting will be impacted by the positioning and alignment of surrounding blocks.


# Add a multi-video launch block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-multi-video-launch-block

Learn to add a Multi-Video Launch Block to Sections of your page built with Kajabi.

<div>
  <iframe />
</div>

<Tip>
  **Tip:**

  If you wish to create a block in which your video plays directly from your page, read [How to Add a Video Block to Your Page](../../website/pages/how-to-add-a-video-block-to-your-pages) for details.
</Tip>

This guide refers to the Kajabi Pages Templates. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-a-multi-video-launch-to-your-page-with-premier).

***

## What is a multi-video launch block?

The Multi-Video Launch Block is an interactive image allowing you the flexibility to design your page according to your brand and vision.

A Multi-Video Launch Block can be used to create teasers for your Product, showcase past, present, and future video content, or simply display a thumbnail image for your videos to launch in separate pages to enhance your visitor's experience with your page.

***

## Adding a multi-video launch block

* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* In the Template Editor, click the section you want to edit or create a [new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, select **Add Content**.
* Select Multi Video Launch.
* Your newly created Multi Video Launch Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**

  Adding a Multi-Video Launch Block to your page will display an interactive image to showcase and lead your visitors to separate pages containing your videos. Simply configure the Image Action located in the Multi-Video Launch Block sidebar editor.
</Note>

***

## Customizing your multi-video launch block

In a Multi-Video Launch Block:

* configure the [width of the block](../../website/pages/how-to-customize-the-block-width)
* select the Image displayed
* include an Image Alt Attribute
* specify an Image Action
* choose to open the Image Action in a New Tab
* customize the state of the image
* edit the label and text in the block

### Select image

Select the Image displayed in the Block:

* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the **Multi Video Launch** Block to access the editor.
* In the sidebar, click **Pick File**.
* From the dropdown menu, click **Upload a New File** or **Select a Recent File** to select the image.
* Select the image you want to be displayed.

### Image alt attribute

Enter a brief image description to identify the image for SEO purposes or if the image cannot be displayed.

### Image action

Selecting an Image Action triggers an action after the image is clicked. The Image Action can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Act as an anchor link to lead to a section of the page

### Open in new tab

Select **Open In New Tab** to perform your specified Image Action in a new tab of your visitor's browser when the image is clicked.

### State

Selecting the State of your Multi-Video Launch Block is a crucial step when setting up a [Multi-Video Launch Section](../../website/pages/how-to-set-up-your-multi-video-launch-section) in order to create a seamless experience for your visitors. Customize your Multi-Video Launch Block to be Clickable, Active, or Locked.

#### Clickable

If you set up your Image Action, select Clickable to trigger your specified Image Action when the image is clicked:

<img alt="ED37FCED-F2AB-4C17-B890-8C386F252C58.png" />

#### Active

The Active State means the image is in a static state (unclickable), but the image retains its color, differentiating itself from Locked. You will also notice that your Multi-Video Launch Block thumbnail is surrounded by a thin, colored border to signal to your visitors that the video is Active.

<Tip>
  **Tip:**

  Change the border color of your Active Multi-Video Launch Block by changing [the primary color of your page](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#colors).
</Tip>

This State is best used to communicate to your visitors that the Main Video Block on the page is the Active Multi-Video Launch Block when used with the Multi-Video Launch Section. To set this up, use identical Thumbnail images for your Active Multi-Video Launch Block and your Video Block:

<img alt="993816AA-98B6-4A33-B93F-6A02204249B9.png" />

#### Locked

Selecting Locked will make your image unclickable and greyed out. This is a great way to create teasers or anticipation with the Block:

<img alt="0596B924-147E-48DF-A799-9EE2E93B660E.png" />

<Tip>
  **Tip:**

  If you choose to Activate a Locked Multi-Video Launch Block, simply switch out the Thumbnail Image and Video uploaded into your main Video Block to match the Multi-Video Launch Block you choose to Activate. Then, change the State of your Multi-Video Launch Block to Active.
</Tip>

### Label

Customize the text displayed as the title for your Multi-Video Launch Block.

### Text

Customize the text displayed immediately above the Image.

***

## Block settings

To adjust the look and feel of the Multi Video Launch, configure your Block Settings by customizing the Background, Desktop and Mobile Layout, Animations, and Time Reveal.

Configure your Block Settings:

* Open the Template Editor of your page.
* Hover over the block you want to customize and click **Edit**.
* Configure your Block Settings in the sidebar.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Background

Select a background color, adjust the Border Radius to create a rounded or squared border, and select the Box Shadow size.

Learn more about customizing your [Block Background Settings](../../website/pages/customizing-block-background-settings) for details.

### Desktop layout

Configure the layout of the Block displayed on a Desktop device. Hide the Block, adjust the Text Alignment, customize the padding inside and outside the Block, remove the padding altogether, and adjust the placement of the Block.

Learn more about customizing your [Block Desktop Layout](../../website/pages/customizing-block-layout-settings) for details.

### Mobile layout

Configure the layout of the Block displayed on a Mobile device by choosing to hide or display the Block, adjust the Text Alignment, and customize the padding inside and outside the Block.

Learn more about customizing your [Block Mobile Layout](../../website/pages/customizing-block-layout-settings) for details.

### Animations

Create visual effects by configuring the Animations settings for the Block. Select the type, direction, delay, and duration of your Animation.

Learn more about customizing your [Block Animations](../../website/pages/customizing-block-animations) for details.

### Time reveal

The Time Reveal setting allows you to offset the time before the content in a Block is revealed after a visitor enters the page.

Learn more about customizing [Time Reveal Settings](../../website/pages/customizing-time-reveal-settings) for details.


# Add a multi-video launch to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-multi-video-launch-to-your-page-with-premier

Learn to add a Multi-Video Launch to your landing pages built with Premier.

<div>
  <iframe />
</div>

This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-set-up-your-multi-video-launch-section).

***

## What is a multi-video launch with the Premier template?

The Multi-Video Launch displays multiple interactive images to give you the flexibility to design a unique viewing experience for your visitors.

Create and design your Multi-Video Launch section and encourage your viewers to interact with your site to explore and learn more about the value you offer.

Adding the Multi-Video Launch Section can create a seamless video viewing experience for your visitors. The Multi-Video Launch Section is a great way to build anticipation, create teasers, and more for your videos and [Products](../../products/courses/courses-overview) while encouraging your visitors to actively engage with your page.

***

## Add a multi-video launch section

### To add a multi-video launch section to a page built with the legacy template, Premier:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Locate the page you wish to customize or [create a new page](../../website/pages/how-to-create-a-new-page-with-premier).
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar.
* Select **Multi Video Launch**.
* Your newly created Section will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**

  Adding a Multi-Video Launch to your page will display interactive images to showcase and lead your visitors to separate pages containing your videos. Simply configure the Image Action located in the Multi-Video Launch sidebar editor.
</Note>

***

## Customize your multi-video launch

In a Multi-Video Launch Block, select the image displayed, specify an Image Action, customize the state of the image, and edit the label and text in the block.

### State

Configure the image displayed to be Clickable, Active, or Locked:

* **Clickable:** If you configured an Image Action, selecting Clickable as the State will make it so that your Image triggers the Action as specified by the Image Action.
* **Active:** The image is in a Static state in which a visitor cannot click it, but the image is not greyed out as it is when Locked.
* **Locked:** Selecting Locked will make your image un-clickable and greyed out.

### Select image

Select the image displayed in the block:

* From the **Dashboard**, click the **Website** tab.
* Click **Pages** and **customize** the landing page.
* In your page, click the **Multi Video Launch** Block to access the editor.
* In the sidebar, click **Select Image**.
* From the dropdown menu, click **Upload a New File** or **Select a Recent File** to select the image.
* Select the image you want displayed and click **Save** to keep your changes:

<div>
  <iframe />
</div>

[Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

### Label

Customize the text displayed above the Title.

### Title

Customize the Title immediately above the image.

### Image action

Selecting an Image Action triggers an action after the image is clicked. The Image Action can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two Step Optin Popup
* Act as an anchor link to lead to a section of the page

Choose to **Open In New Window** when your users click a clickable image.


# Add a section in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-section-in-your-page-with-premier

Learn to add a new section to your page with Premier.

<div>
  <iframe />
</div>

This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/add-sections-to-your-pages).

***

## To add a section to your Premier templates

Landing pages created with the Premier template can be customized to add new sections. By customizing the preset templates, you'll be able to transform a general template to your personally branded and designed page.

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](../../website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* Click **+ Add Section** from the sidebar.
* Select your desired section and click **Add**.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Add a social icon block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-social-icon-block

Learn to add links to popular social platforms to encourage your visitors to connect with you on social.

## What is a social icon block?

Social icons are a great tool for encouraging your site visitors to stay connected by providing links to your social profiles including Facebook, Twitter, Instagram, YouTube, and more.

<img alt="FC369120-9D84-410C-AD2C-E4AEA752E812.png" />

***

## Adding a social icon block

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** Or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* In the sidebar panel, click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Social icon**.
* Your newly created Social Icon Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing a social icon block

Customize your block by adjusting the [width](../../website/pages/how-to-customize-the-block-width), adding social links, branding your links, and configuring your [Block Settings](../../website/pages/how-to-add-an-accordion-block-to-your-page#block-settings):

<img alt="B000BA84-5ACD-49F4-996B-29E981570F9B.png" />

### Adding social links

#### Step 1. Add your social links

* Copy the links to your social platform pages (e.g., Facebook, Twitter, Instagram, Youtube, etc.). *Note: Be sure to include the complete URL (i.e., [https://facebook.com](https://facebook.com), [https://instagram.com](https://instagram.com))*
* Paste into the Social Icons Block of your Footer.

<Note>
  **Note:** Kajabi currently supports social links for the following:

  Facebook, X, Instagram, YouTube,Pinterest, Vimeo, Github, iTunes, LinkedIn, Soundcloud, Yelp, Tumblr, Slack, Flickr, Dribble, TikTok, Medium, Spotify, and Podcasts.
</Note>

#### Step 2. Brand your social icons

Click the **Social Icon Color**:

* Change the color for the Social Icon containing your Social Links.
* Select a color from your default site color palette or select the color wheel to choose a custom color.

Click the **Social Icon Background Color**:

* Change the background color for the Social Icon containers.
* Select a color from your default site color palette or select the color wheel to choose a custom color.

Select a **Social Icon Background Style**:

Change the background shape of your Social Icon:

* Round
* Square
* None (no background shape for a minimal style)

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing:

* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)


# Add a social section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-social-section

Learn to add a Social Section to your website and landing pages built with Kajabi.

## Adding social sections

The Social Section Category can be used to create Sections to display your most recently published Blog Posts and showcase companies that you have worked with on your page.

### How to add a social section:

* Open the **Website** tab from the Dashboard.
* Select the **Website Pages** or **Landing Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Social** to Preview.
* Click **Add** to generate the Preset Section to your page:

<img alt="How to Add a Social Section to Your Kajabi Landing Page - Step 6.png" />

***

## Preset social sections

Learn about each Social Section:

* Blog Post(s)
* Logo List

### Blog post(s)

Your blog allows you to generate relevant content for your customers to read and share. Create a Blog Post Section on your page to display your most recently published Blog Posts and redirect your visitors to your Blog.

[Learn to create Blog Posts](../../website/blog/how-to-create-a-blog-post).

Adding a Blog Post section will add your specified number of Blog Post Blocks (1-4) in an organized layout:

<img alt="0C92D105-3962-422A-9E62-FD302124DED6.png" />

Customize your Blog Post Section on your page by editing the [Blog Post Block(s)](../../website/pages/how-to-add-a-blog-post-to-your-page#customize-your-blog-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

### Logo list

The Logo List lends credibility to your site by showcasing the Logos of companies you have worked with.

Adding a Logo List Section generates six Image blocks, each of which can be used to link the image of a company logo to their website by configuring the Image Action to go to a URL:

<img alt="51A8D8EE-2B29-4F10-88BC-669F46140528.png" />

Customize your Blog Post Section by editing the [Image Blocks](../../website/pages/how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238) and Section Settings to change the appearance, behavior, and content.

<Note>
  **Note:**

  When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)


# Add a social share block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-social-share-block

Learn to add a button to your landing and website pages to share to your social platforms (e.g., Twitter, Facebook, LinkedIn), send as an email, or copy the link to share anywhere.

## What is a social share block?

With the Social Share Block, your page visitors can share your page with their friends and followers by directly sending the link to your page to their social platforms (e.g., Twitter, Facebook, LinkedIn), as an email, or by copying the link and sharing anywhere.

<Note>
  **Note:**

  Leverage the Social Share Block with your landing pages, website pages, and even your Newsletter pages. With the Social Share Block, you can make it easy for your website visitors to share your content with their friends and family to expand your reach.
</Note>

***

## Adding a social share block

### To add a social share block to your page:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* In the sidebar panel, click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
  *Tip: Add the Social Share Block to your Header to maximize its potential. Just be sure to update your page template to the latest version to enable access to the Social Share Block.*
* In the sidebar, click **Add Content**.
* From the list, select **Social Share**.
* Your newly created Social Share Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing a social share block

In a Social Share block, customize the:

* [Block Width](../../website/pages/how-to-customize-the-block-width)
* Text
* Button Action
* Behavior
* Button Background Color
* Button Width
* Button Style
* Button Size
* Border Radius
* Block Settings

### Text

Enter your custom text to display on your Social Share button. Use this opportunity to communicate to your users what the button will do.

### Button background color

Click the **Button background color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness.
* The **horizontal bar** allows you to select the opacity of your color.

### Button text color

Complement your Button Background Color with a different Button Text Color.

<Note>
  **Note:**

  The Button Text Color is for solid buttons only.
</Note>

Click the **Button Text Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### Button width

Adjust the width of your Button:

* Full: fill the width of the button area
* Auto: automatically adjust the width to fit the text

### Button style

Change the style of the Button to display:

* A solid colored button
* The outline of your Button Background Color

### Button size

Adjust the size of your Social Share Button:

* Small
* Medium
* Large

Changing the size of your Social Share block will change both the button background and text size.

### Border radius

Customize your Social Share Block to appear more rounded or squared.

If you are customizing a Social Share block in your standard website page, enter your desired value up to 50 to customize the individual buttons appearance.

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)


# Add a strikethrough in an offer pricing card on a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-strikethrough-in-an-offer-pricing-card-on-your-page

Learn to add a Strikethrough Price in a Pricing Card to market a discounted offer.

## Why add a strikethrough price?

Adding a Strikethrough Price on your Pricing Card is an excellent way to advertise a lower rate or limited time discount. It will draw the viewer's eye to the deal and showcase the savings they will receive:

<img alt="Offer_Striekthrough.png" />

***

## Add a pricing card block

First you'll need to create a Pricing Card Block on your page.

To add a Pricing Card Block:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Pricing Card**.
* Your newly created Pricing Card Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

To learn more about adding a Pricing Card Block and other Pricing Card features, please [go here](../../website/pages/how-to-add-pricing-cards-to-your-page).

***

## Add the strikethrough price

Next, you'll add the Strikethrough Price code to the Pricing Card:

* Click on the **Pricing Card** you created.
* In the field titled "Price" add this code: **\<strike>ORIGINAL PRICE HERE\</strike>**
* In the code snippet, replace "**ORIGINAL PRICE HERE**" with the price you want to strike through. This should be the **original price of the offer**, NOT the discounted price.
* After the \</strike> tag, add the **discounted price** to showcase it on the card.
* Remember to click **save** to keep your changes:

<div>
  <iframe />
</div>


# Add a testimonials section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-testimonials-section

Learn to add Preset Testimonials Sections to your pages when building your site with Kajabi.

<div>
  <iframe />
</div>

This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-testimonials-to-your-page-with-premier).

***

## What is a testimonial?

Testimonials are statements made by customers, companies, and clients testifying to the benefits they have received from the value you offer.

Adding Testimonials to your page increases trust between you and your potential customers. According to BigCommerce.com:

92% of consumers read online reviews and testimonials when considering a purchase. 88% of consumers trust online reviews as much as personal recommendations. 72% of them say positive reviews and testimonials make them trust a business more.

***

## Adding testimonials sections

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Testimonials** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Customizing your testimonials section

Customize your Testimonials Section by editing the [Feature Block(s)](../../website/pages/how-to-add-a-feature-block-to-your-page) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

***

## Preset testimonials sections

Adding a Testimonials Section generates Feature Block(s) to input your testimonials. Depending on the number of Testimonials you select (1-3), Kajabi generates preset widths to create an organized layout for your selected Testimonials Section:

* Testimonial
* 2 Testimonials
* 3 Testimonials

<Tip>
  **Tip:**

  Although Kajabi generates preset Testimonials Sections, include [additional Blocks](../../website/pages/add-blocks-to-your-page) to create a unique Section that best fits your business.
</Tip>

### Testimonial

Adding a Testimonial Section generates a single Feature Block with a Width of 8 columns:

<img alt="787F91FB-917F-449A-B827-50C6B91A5E91.png" />

### 2 Testimonials

Adding the 2 Testimonials Section generates 2 Feature Blocks with the Width of 6 columns each:

<img alt="EB5C83A8-5C52-4F82-85F1-53DD7EE5D14D.png" />

### 3 Testimonials

Adding the 3 Testimonials Section generates 3 Feature Blocks with the Width of 4 columns each:

<img alt="2FEDB7ED-FFD0-4DC2-8BF8-1ADE59A7B03B.png" />


# Add a text block to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-text-block-to-your-page

Learn to add a Text Block to your page to communicate with your visitors, market your content, and describe your value.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This guide covers the latest page editor for the Website Builder and Kajabi Pages. If you are using Premier Legacy Templates, refer to the [Premier Templates guide](/articles/website/pages/how-to-add-text-to-your-page-with-premier).
</Note>

<br />

## Adding a text block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Text**.
* Your newly created Text Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<br />

## Customizing your text block

In a Text Block, customize the:

* [Block Width](../../website/pages/how-to-customize-the-block-width)
* Text
* Block Settings

### Text editor

In the sidebar Text Editor, you have the ability to customize multiple features of your Text content.

#### Cofounder

Use **Cofounder** to help generate text content for your page. Click the **Cofounder icon** in the text editor sidebar to open Cofounder. [Learn more about Cofounder](/articles/cofounder/cofounder-overview).

#### Source code

Access your Text **source code** to manually modify the HTML code for your page:

<img alt="Source Code in Editor.png" />

<Warning>
  **Warning:**
  If you're not familiar with editing the source code, we advise avoiding this feature or reaching out to a professional developer to guide you through its functionality.
</Warning>

#### Text formats

Customize your Text appearance by adjusting the Format settings:

* Select your chosen **Heading Size** to change the font size of your highlighted Text. Use this feature with the [Style Guide Font Sizes](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#desktop-and-mobile-font-sizes) in your Page Settings.
* Select your **Inline** setting to change the Text Appearance (e.g., Bold, Italic, Underline, Strikethrough, Superscript, Subscript, and Code).
* Select your desired **Blocks** to adjust the appearance of your highlighted Text (e.g., Paragraph, Blockquote, Div, and Pre).
* Select your Text **Alignment** for your highlighted Text (e.g., Left, Center, Right, and Justify):

<img alt="Formats in Editor.png" />

### Text appearance

Customize the appearance of your highlighted Text by making it **bold**, **italicized**, or **strikethrough**:

<img alt="Appearance in Editor.png" />

#### Text color

Highlight sections of your Text or your entire Text to customize its color:

<img alt="Color in Editor.png" />

[Learn how to customize your text editor color picker.](../../website/pages/how-to-edit-the-text-editor-color-picker-for-your-pages)

#### Horizontal line

Insert a horizontal line in your Text content to break up your Text:

<img alt="Horizontal Line in Editor.png" />

#### Lists

Format your Text into an **ordered** or **unordered list**:

<img alt="Lists in Editor.png" />

#### Clear formatting

Highlight your Text and click the **Clear Formatting** button to remove all of the formatting that has been applied:

<img alt="Clear Formatting in Editor.png" />

<Tip>
  **Tip:**
  Are you copying and pasting content from an external source, like a Word document? Use the Clear Formatting button to remove any unwanted formatting that was copied over with your Text.
</Tip>

#### Text indentation

Increase or decrease the **indentation** of your Text:

<img alt="Indentation in Editor.png" />

#### Hyperlink

Insert a clickable **URL** in your Text to link to a different web page or section:

<img alt="Hyperlink in Editor.png" />

Creating hyperlinked Text prompts you to enter:

* full URL of the page you wish to link (example: [https://kajabi.com](https://kajabi.com))
* Text to display with the link formatting applied
* title of your link
* Target (New Window: open in a new browser window, or None: open in the current browser window)

#### Fullscreen mode

Click to **maximize** the size of the Text Editor to better view your edits, then click again to **minimize** the Text Editor back to the sidebar:

<img alt="Fullscreen in Editor.png" />

<br />

## Block settings

To adjust the look and feel of the Block, customize your Block Settings:

* Call to Action
* Typography
* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

### Call to action

If you choose to include a **Call to Action** button in your Text Block, choose to:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL
* Open a two step opt-in popup
* Go to a section on this page

Learn more about customizing your [Call to Action Settings](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customize-your-call-to-action-block).

<Note>
  **Note:**
  When using the **Go to a URL** action, be sure to enter a full URL (example: [https://kajabi.com](https://kajabi.com)).
</Note>

### Typography

* **Enable Drop Cap**: Enabling Drop Cap enlarges the first letter of the first paragraph in the body of your Text.
* **Drop Cap Color**: Selecting a Drop Cap Color assigns a color to the enlarged first letter of the first paragraph.


# Add a user menu to a page header
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-user-menu-to-your-page-header

Learn to add a user menu to the page header for your customers to easily access their user accounts from your page.

<div>
  <iframe />
</div>

***

## What is a user menu?

The User Menu is a navigation menu built specifically for your customers. Within the User Menu, your customers can login and logout of their user accounts on your site and access their [customer settings](../../contacts/manage-your-contacts/customer-update-of-customer-settings).

<Note>
  **Note:**

  Previewing your page as a logged-in admin will display your uploaded Avatar (if you have uploaded an Avatar to your [Account Details](../../account-settings/my-kajabi/change-your-account-details)) or the default Avatar. Customers logged into your site will see their uploaded Avatar (if they uploaded an Avatar in their [customer settings](../../contacts/manage-your-contacts/customer-update-of-customer-settings)) or the default Avatar.
</Note>

***

## Adding a user menu

* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel and click **Header**.
* Click **Add Content**.
* Select **User Menu**:

<img alt="16C606C6-2F5A-4A9B-8ED4-51FC839FEBCE.png" />

Keep in mind, the User Menu is displayed as the user Avatar. When your page visitors click the Avatar, the dropdown User Menu opens for your customers to:

* Access the [**Library**](../../website/pages/customizing-your-library-page).
* Edit and view their [**customer settings**](../../contacts/manage-your-contacts/customer-update-of-customer-settings#h_01EJY59F6QESZ7N3MDNTV6MTK2).
* **Login/Logout** from your site.

***

## Customizing the user menu

Customize your user menu's text and background color to match your brand and change the language for the menu items.

### Dropdown menu alignment

Customize the text alignment for the items displayed in your user dropdown menu.

<Tip>
  **Tip:**

  Select and save your desired menu alignment. Then, preview your page to ensure that the alignment fits your vision.
</Tip>

### Stretch block

Enable the Stretch Block setting to fill the remaining space of the Header section.

A good rule for using the Stretch Block feature is to enable the Stretch Block feature for the Block on the far left of your Header section.

For example, if you want to have a Logo on the far left side of your header and a Menu and User Menu on the far right side, select **Stretch Block** for your Logo:

<div>
  <iframe />
</div>

Control the alignment and positioning of your blocks by adjusting the Stretch Block and Block Alignment for the Blocks in your Header.

### Text alignment

Adjust the horizontal alignment of your block in the Header to appear more left, centered, or right-aligned.

Keep in mind, this setting will be impacted by surrounding Blocks and their positioning and alignment.


# Add a video block to pages
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-video-block-to-your-pages

Adding video to your page is an entertaining and impactful way to engage with your audience, quickly informing your visitors while giving your site a discernible personality.

<div>
  <iframe />
</div>

This guide refers to the pages available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-a-video-to-your-page-with-premier).

***

## Adding a video block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Video**.
* Your newly created Video Block will generate at the bottom of the Section.
* Click **Video Actions** from the side panel to upload your video to the Video Block as a New File or a Recent File.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:**

  Want to delete the video? Remove the Block from your page. [Learn more](../../website/pages/editing-blocks-on-your-page#to-rename-duplicate-hide-and-delete-a-section)
</Note>

***

## Customizing your video block

In a Video Block, customize the [width of the Block](../../website/pages/how-to-customize-the-block-width) in the Section, upload your Video, upload the Video Thumbnail, customize the Video Player Controls, and change the look and feel of your Block with the Video Block Settings.

### Select the video

Select the Video displayed in the Block:

* Navigate to the side control panel.
* Click **Video Actions**.
* Then, choose your desired upload method:
  * Upload a New File
  * Select a Recent File

Read [Video Formats Supported by Kajabi](../../products/courses/video-formats-supported-by-kajabi) for more details.

### Select the video thumbnail

Select the Image displayed as the Video Thumbnail:

* Upload a New File
* Select a Recent File

[Compatible File Types: GIF, JPG, PNG](../../website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi)

<Note>
  **Note:**

  You will need to add a thumbnail image to your Landing Page video or our default image placeholder will remain as the thumbnail for the video.
</Note>

***

## Block settings

To adjust the look and feel of the Block, customize your Block Settings by customizing the:

* Player Settings
* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

### Player settings

Customize the Video Player Controls to select which controls you want your viewers to have when viewing your video content:

* Check or uncheck **Show Controls On Load** to display player controls when autoplay is disabled.
* Check or uncheck **Autoplay** to autoplay a muted video when the page loads.
* Check **Loop Video** to infinitely replay the video each time it ends.
* Check the **Play Button** setting to display a play button when autoplay is disabled or the volume badge when autoplay is enabled.
* Check **Allow Full Screen** to allow your viewers to watch the video in fullscreen.
* Check **Show Small Play Button** to display a small play button in the bottom left corner of the video.
* Check **Show Playbar** to display a playbar.

*Example with all Video Player Controls enabled:*

<img alt="5531A63A-B469-416B-8382-E59DA477FA01.png" />

<Tip>
  **Tip:**

  By default, the color of your Video Player Controls is determined by the [Primary Color of your Page](../../website/pages/customize-your-page-font-and-style-with-the-style-guide#colors). Override the default setting by changing the Player accent color in the Video Block sidebar editor.
</Tip>


# Add a video embed block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-video-embed-block

Learn to embed your video into your pages built with Kajabi from external video hosting platforms such as YouTube or Vimeo.

<div>
  <iframe />
</div>

This guide refers to the pages available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-embed-a-video-to-your-page-with-premier).

***

## What is a video embed?

Embedding allows you to take a video from an external video hosting platform like YouTube, Vimeo, or Wistia and post it on your page.

Using embedded video content to display videos you have on other video hosting platforms allows you to engage your site visitors directly from your site without having to leave your landing page.

***

## Adding a video embed block

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Video**.
* Your newly created Video Embed Block will generate at the bottom of the Section.
* Paste or enter your Video Embed Code.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your video embed block

In a Video Embed Block, customize the [Block Width](../../website/pages/how-to-customize-the-block-width), the embedded video, and the appearance of your Block with the Video Embed Block Settings.

***

## Embedding your video: Copy & paste the video embed code

### Step 1. Copy your video embed code

Copy the Embed Code for the Video you want to embed onto your page.

In this example, we are copying the Video Embed Code for a Kajabi video hosted on YouTube:

* Open the Video you want to embed.
* Click **Share**.
* Click **Embed**.
* Click **Copy**:

<div>
  <iframe />
</div>

### Step 2. Paste your video embed code

Navigate to your Kajabi admin account to paste your copied embed code:

* Open the Template Editor containing the Video Embed Block you wish to edit.
* Click the **Video Embed Block** to access the sidebar editor.
* In the sidebar, paste the embed code into the Embed Code field.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Block settings

To adjust the look and feel of the Block, customize your Block Settings by customizing the:

* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)


# Add a video to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-video-to-your-page-with-premier

Adding video to your page is an entertaining and impactful way to engage with your audience, quickly informing your visitors while giving your site a discernible personality.

<div>
  <iframe />
</div>

This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-add-a-video-block-to-your-pages).

***

## Adding a video to your page

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](../../website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* Click **+ Add Section** from the sidebar.
* Select **Video**.
* Click **Add**.
* Your newly created Section will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Select the video

To display your Video in the Section, upload a New File or a Recent File:

* Open the Video Section.
* Navigate to the sidebar.
* Click **Video Actions**.
* Select **Upload a New File** or **Select a Recent File**.

[Video Formats Supported by Kajabi](../../products/courses/video-formats-supported-by-kajabi)

### Select the video thumbnail

To display an image as the placeholder for your video, upload a thumbnail image.

If no image is uploaded, the image displayed with the Section will remain as the thumbnail for the video.

***

## Customizing your video section

### Heading and subheading

Customize your Section message displayed above the Video.

### Autoplay

Enable Autoplay to begin playing at page load.

### Video end CTA

Add a Call to Action at the conclusion of your Video. Customize your CTA message, background color, and text color. Enable Video End CTA by checking the **Show CTA Message At Video End** box.

### Section appearance

Configure your Section Appearance to change the Background and Text Color, change the Spacing of the Section, and customize the color of the Video Player.

### Add video end CTA

Include additional Video End Calls to Action by selecting **Add Video End CTA**. Access more advanced settings for your Video End CTA to customize the CTA Text, Action, appearance, and Time Reveal settings.


# Add a website widget to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-a-website-widget-to-your-page

Learn how to enhance the functionality of your website pages and landing pages by adding website widgets in the Page Builder.

This feature is available via licensed 3rd party integration with Common Ninja. Your first widget is free, additional widgets are subject to an additional cost.

***

## What is a website widget?

Website widgets enable you to quickly and easily add a large variety of functionality to your online pages to increase user engagement. No code required.

This powerful tool is now conveniently integrated into the Kajabi Page Builder, allowing you to add features and functionality to your website pages and landing pages in as little as a few clicks.

***

## Which types of widgets can I add?

Enjoy an extensive collection of customizable, mobile-friendly widgets, including but not limited to the following website widgets:

<img alt="Website_Widget_List_-_Google_Sheets.png" />

[View a description of each widget](../../website/pages/website-widgets-available-in-the-kajabi-page-builder).

***

## Does it cost extra to add a website widget?

Kajabi is not applying the page view limits for our Heroes at any tier.

Website widgets are an add-on to your base Kajabi plan fee.

The website widget Free tier allows you to add 1 website widget to 1 page in your Kajabi account free of any extra cost (i.e. if you have multiple sites in your account, you'll only be able to add a widget to 1 page of 1 site for free).

Adding more than 1 website widget in your Kajabi account will be subject to an additional cost outside of your base plan fee. Multiple paid tier levels are available for you to choose from so you can pick the add-on plan that best fits your business:

<img alt="Widget Tier Levels.png" />

Learn how to upgrade your widget tier.

***

## Add a website widget to a page

<Note>
  **Note:**

  If you're adding a widget to a pre-existing page, you may need to update your page template in order to add your widget. Click the "Update" button to the right of your website template name or landing page name to update your template. If you create a new page, your page will automatically have the latest template version.
</Note>

To add a widget to a website page or landing page in Kajabi:

* Open your page in the Page Builder for editing.
* Click **+ Add Section** in the left sidebar editor to add your widget in a new page section.
  Or, click to open any existing page section in the editor and click **+ Add Content**.
* Click the **Custom widgets** tile at the top of the options menu.
  Or, scroll down and select the "Custom Widget" regular menu tile.
* A modal popup containing a widget library will appear.
* Hover over each widget name in the menu to see a preview and description of the widget. You can also search for a specific type of widget using the search bar.
* Click on the name of the widget you want to add to your page.
  The widget will open in a popup widget editor for customization:

<div>
  <iframe />
</div>

### Customizing your widget

Next, customize your widget as desired in the widget editor. Click the tabs on the left sidebar of the editor to view all of the customization options available for your widget.

<Note>
  **Note:**

  Customization options will vary for each type of widget. The options you see in the widget editor may look different than the options for the Animated Number Counter widget displayed in the screenshot examples below.
</Note>

On the widget editor "Content" tab, update content elements like text and images:

<img alt="Content Tab.png" />

On the "Look and Feel" tab, customize visual elements like colors and fonts:

<img alt="Look and Feel Tab.png" />

On the "Settings" tab, adjust your content and formatting settings as desired:

<img alt="Settings Tab.png" />

Use the "Integration" tab to connect your widget to a data source to display live data:

<img alt="Integration Tab.png" />

* When you're done customizing, click **Preview** at the top right of the widget editor to view a preview of your widget.
* Click **X** at the top right corner of the preview window to return to the widget editor.
* If everything looks good, click **Save Changes** at the top right of the widget editor.
  A preview of the widget will be added to your page section in the Page Builder (if you added your widget in a new section, it will appear at the bottom of your page.)
* **Important:** You must next click **Save** at the top right of the Page Builder to save and apply your changes to the page.

<div>
  <iframe />
</div>

Adding the "Back to Top Button" or the "WhatsApp Chat" widget? Widgets like these will appear at the bottom right corner of your page. In order to add these widgets without affecting the spacing of other page content, we recommend placing the widget block at the bottom of your page and adjusting the block padding (inside spacing) to zero. [Learn to adjust your block layout](../../website/pages/customizing-block-layout-settings).

***

## Upgrade your widget tier

Ready to add more widgets? You can conveniently upgrade your widget tier from inside the widget library.

To upgrade to a paid tier:

* Open any website or landing page in the Page Builder.
  (Note: If you're using a pre-existing page, make sure your page is updated to the latest template version or you might not see the widget feature).
* Click **+ Add Section** in the left sidebar editor.
* Click the **Custom widgets** tile at the top of the options menu.
* A modal popup containing a widget library will appear.
* Click **View plans** at the top right of the widget library.
* Select the tier level you want to upgrade to and click **Get started**:

<div>
  <iframe />
</div>

You'll be directed to a page in your Kajabi Billing Settings where you can review and confirm your subscription changes.

* Make sure to click **Confirm** to complete the upgrade:

<img alt="Confirm Upgrade.png" />

<Note>
  **Note:**

  When you sign up for a website widget paid tier add-on, the add-on fee will be prorated to match your current Kajabi plan billing cycle. If you're on a monthly Kajabi subscription plan you'll only have the option to select a monthly website widget add-on fee, and if you're on an annual subscription plan you'll only have the option to select an annual widget add-on fee.
</Note>

Upgrade your widget tier level any time either inside the widget library, or in the Add-ons section of your Kajabi Billing Settings (Settings > Billing). To downgrade your widget tier level, [contact support](../../resources/support/how-to-contact-kajabi-support).

***

## Edit a widget

To edit a widget you've added to a page:

* Open your page in the Page Builder for editing.
* Click to open the widget in the sidebar editor.
* Then, click **Edit widget**.
  The widget will open in a popup widget editor for customization.
* Edit your widget as desired in the widget editor.
* When you're done editing, click **Preview** at the top right of the widget editor to view a preview of your widget.
* Click **X** at the top right corner of the preview window to return to the widget editor.
* If everything looks good, click **Save Changes** at the top right of the widget editor.
  Your changes will automatically appear in both the Page Builder and on your live page. You don't need to click "Save" again in the Page Builder when editing an existing widget:

<div>
  <iframe />
</div>

<Note>
  **Note:**

  Widget blocks cannot be duplicated in the Page Builder. If you duplicate a page section containing a widget block, the widget block will not be duplicated. If you duplicate an entire page with a widget block, only an empty placeholder widget block will be added to the copied page. However, you can manually recreate your widget on the new page if desired.
</Note>

***

## Delete a widget

To remove a widget you've added to a page:

* Open your page in the Page Builder for editing.
* Click to open the widget in the sidebar editor.
* Scroll to the bottom of the sidebar editor and click **Delete This Block**.
  (Note: If you added your widget inside a Custom Widget page section and you also wish to delete that section from your page, click **Delete This Section**.)
* **Important:** You must next click **Save** at the top right of the Page Builder to save and apply your changes to the page:

<div>
  <iframe />
</div>

***

## Troubleshooting

Encountering an error with a widget? If you see an error message while trying to add or edit a widget in the Page Builder, try refreshing your browser tab.

If you still see the error message after refreshing your browser, [contact support](../../resources/support/how-to-contact-kajabi-support) for further assistance.

***

## FAQ

### How many widgets can I add?

The number of website widgets you can add in your Kajabi account will depend on which add-on plan tier you choose.

### Can I customize my widget?

Yes. The customization options will differ for each type of widget, but most widgets will allow you to adjust certain aspects of their appearance and functionality to fit your specific needs.

### Will my widget work on mobile devices?

Yes, website widgets are mobile-friendly and will adjust to mobile device dimensions.

### Can I track analytics from my widget?

Yes, you'll be able to view your widget analytics in the [page analytics dashboard](../../website/pages/how-to-view-your-page-analytics) for your page. If you have a Google Analytics integration set up for your page and you turn on Google Analytics for the widget, you can also view your widget events in Google Analytics.


# Add an accordion block to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-accordion-block-to-your-page

Learn to add Accordion Blocks to your pages built with Kajabi to organize content on your Page.

<div>
  <iframe />
</div>

This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-an-accordion-section-to-your-premier-page).

***

## What is an accordion block?

Accordions are a great way to organize sets of content on your page, relieving your page viewers from long walls of text.

The Accordion Block behaves as a dropdown bar with a Heading Text identifying the Block. When a user clicks open the Accordion Block on your Page, they can view the Body Text:

<img alt="openingaccordionblock.gif" />

***

## Adding an accordion block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Accordion**.
* Your newly created Accordion Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**

  To include additional Accordion blocks in the Section, simply click **+ Add Content** in the Section editor and repeat the steps for adding the Accordion Block. To format your blocks in a Grid, we recommend adding an [FAQ Grid Section](../../website/pages/how-to-add-an-faq-section).
</Tip>

***

## Customizing an accordion block

In an Accordion Block, configure the [Width](../../website/pages/how-to-customize-the-block-width) of the Block, Heading text, Body text, and your Block Settings:

<img alt="14ADE06C-C1AA-4FE6-8BBC-5F2C325CADE1.png" />

<Tip>
  **Tip:**

  [Utilize the Body Text Editor](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) to easily add your text content to your Accordion Block.
</Tip>

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* **Icon:** Change the Icon Style to a Plus or an Arrow and select an Icon Color to fit your brand
* [Background](../../website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](../../website/pages/customizing-block-layout-settings)
* [Animations](../../website/pages/customizing-block-animations)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

**Accessing your Accordion Block Settings:**

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Hover over the Accordion Block you wish to customize and click **Edit**.
* Navigate to the sidebar panel to access your Accordion Block Settings:

<img alt="36DCB17A-C28A-4962-AF34-A0A4AA533AC9.png" />


# Add an accordion section to a Premier page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-accordion-section-to-your-premier-page

Learn to add and customize Accordion Sections on your Premier Page.

<div>
  <iframe />
</div>

This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-add-an-accordion-block-to-your-page).

***

## Adding an accordion

Accordions are a great way to organize sets of content on your page, saving your page viewers from mismanaged walls of text.

### To add an accordion block:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](../../website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the [page editor](../../website/pages/how-to-get-to-the-page-editor).
* Click **+ Add Section** from the sidebar.
* Select **Accordion**.
* Click **Add**.
* Your newly created Accordion will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:**

  To include additional Accordion Blocks in the Section, simply click Add Accordion Item at the bottom of the sidebar editor.
</Tip>

***

## Customizing an accordion

### Heading and subheading

Customize your Section message displayed above your Accordion.

### Section appearance

Configure your Section Appearance to change the Background and Text Color and change the Spacing of the Section.

#### Spacing:

Change the spacing of your Accordion Section from Extra Small to Full Height to fill the screen of your user's browser.


# Add an age verification popup to Kajabi site pages
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-age-verification-popup-to-your-kajabi-site-pages

Although Kajabi doesn't have a native feature to verify age, there are third-party applications that can be added to your site to display an age verification popup.

## Create an age verification popup with an embed code

Start by using a third-party application like [AgeChecker.net's Age Gate](https://agechecker.net/age-gate) to create your own age verification popup and custom embed code.

After you've created your popup, copy your embed code.

### Example embed code:

<img alt="Screen_Shot_2021-07-23_at_7_24_22_AM.png" />

<Note>
  **Note:**

  [AgeChecker.net's Age Gate](https://agechecker.net/age-gate) is one third-party application option, however, there are many others. Be sure to research pricing information before deciding on a third-party application and ensure that your application can provide an embed code.
</Note>


# Add an announcement to a Premier page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-announcement-to-your-premier-page

Learn to display an announcement above your Page Header with the Premier Template.

<div>
  <iframe />
</div>

This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-add-a-hello-bar-to-your-page).

***

## Enable announcement above header

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](../../website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the [page editor](../../website/pages/how-to-get-to-the-page-editor).
* In the sidebar, click **Header**.
* Scroll to the bottom and locate **Optional Announcement**.
* There, check the **Show Announcement** checkbox to enable the Announcement bar above your Header.
* Customize your Announcement and click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customize your announcement

<Note>
  **Note:**

  The Announcement will only display if the Header is enabled on the page.
</Note>

### Announcement link URL

Choose to have your Announcement act as a button to:

* Lead to a Landing Page
* Lead to a Checkout Page
* Add a Downloadable File
* Lead to a URL to another page
* Open the Two Step Optin Popup

<Note>
  **Note:**

  When entering a URL to lead to another page, be sure to include the full URL (e.g., [https://www.myamazingsite.com/announcement](https://www.myamazingsite.com/announcement)).
</Note>

### Open in new window

Choose to open the action selected in the Announcement URL in a new window when clicked.

### Announcement (background color) & announcement text color

Clicking the color wheel will open your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select a color.
* The **horizontal bar** allows you to select the transparency of your color.


# Add an assessment block
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-assessment-block

Learn to add an Assessment Block with Kajabi Pages to grow your list.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-an-assessment-to-your-page-with-premier).
</Note>

***

## What is an assessment block?

Assessments in Kajabi can be used as tests or surveys on your Pages. Adding an Assessment to your Page is a great tool to encourage your visitors to opt-in or send them to a Sales Page.

Adding an Assessment Block displays your selected Assessment in a Section of your Page.

When your site visitors complete your Assessment, they are automatically prompted to subscribe to your email list with their name and email address:

<div>
  <iframe />
</div>

Keep in mind, the Assessment Block simply displays the Assessment selected on your page. To edit and customize the content within your Assessment, you must create and customize the Assessment in your Contacts tab.

Learn more about [Assessments in Kajabi](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) for details.

***

## Adding an assessment block

To add an Assessment Block to your page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Assessment**.
* Your newly created Assessment Block will generate at the bottom of the Section.
* Select your Assessment in the dropdown located in the sidebar panel.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To select an Assessment from the dropdown, you must first create an Assessment in your Contacts tab. Below the Assessment field, click "Edit your assessments" to edit and create an Assessment.
</Tip>

***

## Customizing your assessment block

In an Assessment Block, customize the [Block Width](/articles/website/pages/how-to-customize-the-block-width), select an [existing Assessment](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments), and configure your Block Settings.

### Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

**Accessing your Assessment Block Settings:**

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Hover over the Assessment Block you wish to customize and click **Edit**.
* Navigate to the sidebar panel to access your Assessment Block Settings:

<img alt="8295B43B-DEA8-43FF-9E12-C3F108273F3F.png" />


# Add an assessment to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-assessment-to-your-page-with-premier

Learn to add an Assessment Landing Page built with the legacy template, Premier.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-an-assessment-block).
</Note>

***

## What is an assessment block?

Assessments in Kajabi can be used as tests or surveys on your Landing Pages. Adding an Assessment to your Page is a great way to encourage your visitors to opt-in or send them to a Sales Page.

When your site visitors complete your Assessment, they are automatically prompted to subscribe to your email list with their name and email address:

<div>
  <iframe />
</div>

Keep in mind, the Assessment Section simply displays the Assessment selected. To edit and customize the content within your Assessment, you must create and customize the Assessment in your Contacts tab.

Learn more about [Assessments in Kajabi](../../contacts/create-manage-and-share-assessments/create-and-customize-assessments) for details.

***

## Adding an assessment section

### To add an assessment section:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* Click **+ Add Section** from the sidebar.
* Select **Assessment**.
* Click **Add**.
* Your newly created Assessment Section will generate at the bottom of the page.
* Select your Assessment in the dropdown to display it in your Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To select an Assessment from the dropdown, you must first create an Assessment in your Contacts tab. Below the Assessment field, click "Edit your assessments" to edit and create an Assessment.
</Tip>

***

## Customizing an assessment section

### Heading and subheading

Customize your Section message displayed above your Assessment.

### Section appearance

Configure your Section Appearance to change the Background and Text Color and change the Spacing of the Section.

#### Spacing

Change the spacing of your Accordion Section from Extra Small to Full Height to fill the screen of your user's browser.


# Add an audio block to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-audio-block-to-a-page

Adding audio to your page is an entertaining and impactful way to engage with your audience. Learn to add an Audio Block to a page.

<div>
  <iframe />
</div>

<Note>
  **Note:** Audio Blocks are only available with Encore Site v1.1.0 and above for Website pages and Encore 2.0 and above for Landing pages. To include an Audio Block on your page with Encore Site v1.1.0 and above, create a [new Landing page](/articles/website/pages/how-to-add-pages-to-your-website) or [install a new Website template](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder). Updating a previous template will display an error message, as these updates are incompatible with previous versions.
</Note>

***

## Adding an audio block

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the content block list, select **Audio**.
* Your newly created Audio Block will generate at the bottom of the Section:

<div>
  <iframe />
</div>

<Note>
  **Note:** Want to delete the audio file from your page? Remove the block from your page. [Learn more](editing-blocks-on-your-page#to-rename-duplicate-hide-and-delete-a-section)
</Note>

***

## Customizing your audio block

With Kajabi, customize the look and feel of an Audio Block with the various customization features.

**In an Audio Block, you can:**

* Adjust the width of the Block
* Add the Audio displayed
* Choose an Audio Action
* Customize the displayed Audio Title and Subtitle
* Customize the Player Accent Color
* Customize the look and feel of the Block with your Audio Block Settings:

<div>
  <iframe />
</div>

### Add audio file

Select the Image displayed in the Block by:

* Uploading a New File

[Compatible File Types: MP3](/articles/website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi)

### Audio action

* Download Audio file
* Upload a New File

### Audio block width

The Audio Block can be customized to:

* Change the [width of the Block](/articles/website/pages/how-to-customize-the-block-width)

### Title & subtitle

* Customize the displayed Title and Subtitle text in the Audio Player

### Player accent color

* Change the Accent Color of your Audio Player. Select a color or replace the hex code with your desired color hex code.

***

## Customizing your block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Overlay](/articles/website/pages/how-to-add-an-image-to-your-page)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add an audio section to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-audio-section-to-your-page

Adding audio to your page is an entertaining and impactful way to engage with your audience. Learn to add an Audio Section to a page.

<div>
  <iframe />
</div>

<Note>
  **Note:** Audio Sections are only available with Encore Site v1.1.0 and above for Website pages and Encore 2.0 and above for Landing pages. To include an Audio Section on your page, create a [new Landing page](/articles/website/pages/how-to-add-pages-to-your-website) or [install a new Website template](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder). Updating a previous template will display an error message, as these updates are incompatible with the previous versions.
</Note>

***

## Adding an audio section

Include an Audio Section on your page to provide an engaging audio experience for your page visitors.

### To add an audio section:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **Add Section** from the sidebar on the left.
* From the list, you have the option to choose from **Audio** or **Text & Audio**. The newly created Audio Section of your choice will generate at the bottom of your page.
* Next, click into **Audio** in the sidebar editor for your newly created Section.
* Click **Add Audio** to upload your audio file.
* Then, click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** Want to delete the audio file from your page? Remove the block from your page. [Learn more](editing-blocks-on-your-page#to-rename-duplicate-hide-and-delete-a-section)
</Note>

***

## Preset audio sections

### Audio

Adding audio to your page is an entertaining and impactful way to engage with your audience, quickly informing your visitors while giving your site a discernible personality:

Customize your Audio Section by editing the Block and Section Settings to change the appearance, behavior, and content.

<img alt="4EDB89FC-A9F7-490E-8956-214D02B04C79.png" />

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Text & audio

Combine Audio and Text Blocks to create a simplistic approach to tell your story to your audience.

Adding a Text & Audio Section generates a single Text Block as well as the Audio Player Block:

<img alt="81236086-0307-4B25-8718-51D667CF9DAA.png" />

Customize your Text & Audio Section by editing the Block and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add an event to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-event-to-your-page

Learn to add an Event Block to your pages built with Kajabi.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-an-event-to-your-page-with-premier).
</Note>

***

## What is an event?

In Kajabi, the term "Event" is used to represent a date and time surrounded by automated actions and emails.

Events in Kajabi can be used to build anticipation around a physical or virtual event, product launch, special offers, and more.

Create an Event to begin designing various automated actions around a specific date and time as you scale your business.

Learn more about [Events in Kajabi](../../marketing/events/event-overview).

***

## Adding an event block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Event**.
* Your newly created Event Block will generate at the bottom of the Section.
* Select an existing Event to display in the Block.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Want to create a new page for your Event? [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)

***

## Customizing your event block

In an Event Block, customize the [Block Width](/articles/website/pages/how-to-customize-the-block-width), select the Event displayed, customize the Event Title and Description, and change the look and feel of your Block by adjusting the Event Block Settings.

### Select the event

To select an Event from the dropdown, you must first create an event in your Marketing tab.

* In the Event Block Editor, navigate to the Event dropdown.
* Click **Edit your Events** directly below the Event dropdown:

<img alt="64C83BFB-4073-4FDC-BBD0-E999ED0A18C0_4_5005_c.jpeg" />

Learn more about [Events in Kajabi](../../marketing/events/event-overview) for details.

### Edit the event title and description

Enter your desired text for the Event Title and Event Description:

<img alt="C12BCA6C-DF5E-456B-B5D2-13A6CE6C2907_4_5005_c.jpeg" />

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Call to Action](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block) to change the button
* Typography
* Language
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Typography

#### Title size (desktop & mobile)

Adjust the Font Size for your Event Title when viewed on Desktop and Mobile devices.

#### Title color

Select your Title Color to match your brand.

Clicking **Title Color** will open your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

#### Description color

Clicking **Description Color** will open your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color similar to Title Color.

#### Date size (desktop & mobile)

Adjust the Font Size for the Event Date when viewed on Desktop and Mobile devices.

#### Date color

Clicking **Date Color** will open your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color similar to Title Color.

### Language

Customize your Language Block Settings to change the:

* Date Format
* Display or Hide the Year
* Display or Hide the Time
* Display or Hide the Timezone

Edit your Event information in the [Event Editor](../../marketing/events/how-to-create-an-event) located under the Marketing tab.


# Add an event to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-event-to-your-page-with-premier

Learn to add your Event to a Landing Page to promote your Event through your site.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Themes, which may be outdated. If you are using the Kajabi Pages Themes, please refer to the updated guide [here](/articles/website/pages/how-to-add-an-event-to-your-page).
</Note>

***

## Adding an event to your page

### To add an event to a page built with the legacy theme, Premier:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Locate the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar.
* Select **Event**.
* Your newly created Section will generate at the bottom of the Page.
* Select your Event.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your event section

Creating an Event Section on your Page will enable you to display text content, a countdown timer, and/or a Call to Action based on the date and time of your Event in Kajabi.

Learn more about [Events in Kajabi](../../marketing/events/event-overview) for details.

### Select your event

To add your Event to your Page, you must first create an Event in the Marketing tab.

Learn to [Create an Event in Kajabi](../../marketing/events/how-to-create-an-event) for details.

### Title & description

Customize the messaging for your Event by editing the Title and Description.

### Date format

Customize your Date Format and choose to hide or show:

* Date
* Year
* Time
* Timezone

### Countdown timer

* Choose to show or hide your Countdown Timer by checking or unchecking **Show Countdown Timer**.
* Change the language of your countdown values (i.e., Days, Hours, Minutes, Seconds).
* Choose to create a Countdown Action to perform your specific action after the countdown expires (based on your Event date and time).

If you choose to **Use After Countdown Action**, select your At Countdown End:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

### Section appearance

Customize the appearance of your entire Section.

#### Countdown style

Change the appearance of your Countdown if you choose to display the timer in your Section.

#### Background image & overlay

Choose to display a background image with an [image overlay](/articles/website/pages/customizing-your-hero-image-overlay-in-premier#dark-overlay-on-your-hero-background-image) to create a visual effect.

#### Customize the section colors

Override the default Background Color, Text Color, or Number Color to better fit your brand.

#### Spacing

Customize the Spacing of your Event Section:

* Extra Small
* Small
* Medium
* Large
* Full Height

If you choose to enable Full Height, your Background will behave as a Hero Image with a dynamic image.

Learn more about how to use the [Hero Image](/articles/website/pages/customizing-your-hero-image-overlay-in-premier) for details.

### Event offset

The **Event Offset** feature will delay the start of the Event by whatever amount of time you specify in the settings.

For instance, if you set the Event Offset for 3 minutes on an Event that starts at 10:00 am, the Countdown Timer will be set to end at 10:03 am.

This can allow registrants of your Event to join the Event before it officially begins (as indicated by the timer).

Essentially, **Event Offset** is a grace period to allow registrants to join the event.

### Call to action

Include a Call to Action in your Event Section to encourage your site visitors to act on your Event.

Customize the text on your button, the action your button will trigger when clicked, and the appearance and behavior of your Call to Action.

Learn to use a [Call to Action](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) with Premier.

#### Time reveal

The Time Reveal Settings reveal your Call to Action (CTA) button in the Event Section a specified amount of time (Offset) after your Event occurs.

To set up a Time Reveal for your CTA button in the Event Block:

* Enter your Offset value
* Specify the Offset Time Period in seconds, minutes, hours, or days
* Select an Event

<Note>
  **Note:** The Time Reveal must be a value greater than 0 and must be connected to an Event.
</Note>


# Add an event video to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-event-video-to-your-page

Learn to add an Event Video to your pages built with Kajabi to create an engaging video viewing experience for your page visitors.

<Note>
  **Note:** This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](https://help.kajabi.com/hc/en-us/articles/360040942634).
</Note>

***

## What is an event video?

An Event Video is a video with its visibility based on a set date and time. This feature is most popularly used to advertise and launch pre-recorded Webinars.

The Event Video Block generates multiple Blocks displayed at set schedules leading up to, during, and after the Video Event.

Customizing your Event Video Block will display all four Blocks to allow you, the administrator, to view the sequence as you edit. However, your page visitors will only see one Block at the appropriate time.

### What does an event video sequence look like for my users?

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Create your own Event Video test by setting up an Event Video Block on your page and creating a [new Event in your Marketing tab](../../marketing/events/how-to-create-an-event) with the time set to your current date and nearby time. Then, click **Preview** to watch your Event Video Sequence unfold!
</Tip>

***

## Adding an event video block

* Open the **Website** tab from the Dashboard.
* Select **Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Event Countdown**.
* Your newly created Event Countdown will generate at the bottom of the Section.
* Inside the Event Countdown sidebar, select **Add Content.**
* Select **Event Video.**
* Select **Edit** on the newly added video player, or use the During the Event menu to upload a video.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your event video block

In an Event Video Block, customize the [Block Width](/articles/website/pages/how-to-customize-the-block-width), select the Event displayed, and customize the Event Video Block Settings.

### Select your event

To select an Event from the dropdown, you must first create an event in your Marketing tab.

* In the Event Block Editor, navigate to the Event dropdown.
* Click **Edit your Events** directly below the Event dropdown:

<img alt="64C83BFB-4073-4FDC-BBD0-E999ED0A18C0_4_5005_c.jpeg" />

Learn more about [Events in Kajabi](../../marketing/events/event-overview) for details.

***

## Block settings

Customize the Block by configuring the Event Video Block Settings:

* Call to Action
* Before Event
* At Event Start
* During Event
* After Event
* Countdown Offset
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Call to action

Add and customize the action and appearance of a [Call to Action button](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block).

Customizing the Call to Action button will change the appearance of your Event Buttons displayed in the:

* Before Event Block
* After Event Block

Customize the messaging of each Button in their respective Event Block Settings.

### Before event

Customize the messaging displayed before the Event begins by editing the text (to fit your language and brand), font size, and color of the Numbers and Labels.

To customize the Number and Label Color, click the **Color Wheel** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

### At event start

Customize the messaging when the Event begins:

* Event start heading
* Event Start Button Text

<img alt="0B582F5D-E4FB-48C7-AB6A-9B528152089C.png" />

### During event

Configure the During Event Block Settings by uploading the Video to be played for the Event, selecting an Image for the Video thumbnail, customizing the Player color, and configuring the Video Player Controls.

Select the controls you want your viewers to have by enabling or disabling the Video Player Control settings:

* **Show Controls On Load**: Display the video play controls when the video loads.
* **Play button**: Display a large play button in the center of the video when the video loads.
* **Allow Full Screen**: Allow your viewers to expand the video to Full Screen.
* **Show Small Play Button**: Display a small play button in the bottom left corner of the video.
* **Show Playbar**: Display a playbar that displays a visual timeline of the video.
* **Video Settings**: Displays video settings like quality control and playback rate.

### After event

Customize your messaging after the end of the Event Video:

* **After Event Heading**: Customize the text displayed in the Heading.
* **After Event Button Text**: Customize the text displayed in the After Event Button.
* **After Event Button Action**: Specify the Action when the After Event Button is clicked.

#### Event button action

Similar to the Call to Action, choose to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Act as a link to lead to a section of the page

### Countdown offset

The Event Offset feature will delay the start of the Event by whatever amount of time you specify in the settings.

For instance, if you set the Event Offset for 3 minutes on an Event that starts at 10:00am, the Countdown Timer will be set to end at 10:03am.

This allows registrants of your Event to join the Event before it officially begins, as indicated by the timer.

<Tip>
  **Tip:** Leave Offset blank to set the Countdown Timer to your Event time.
</Tip>


# Add an FAQ section
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-faq-section

Learn to add an FAQ Section to your pages built with Kajabi to address frequently asked questions from your audience.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-an-accordion-section-to-your-premier-page).
</Note>

***

## Adding an FAQ section

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **FAQs** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Add and test the FAQ Sections to see how you can best design your site with the FAQ Section according to your vision!
</Tip>

***

## FAQ vs. FAQ Grid

The FAQ Section generates a sequential list of Accordion Blocks, whereas the FAQ Grid Section generates Accordion Blocks in a Grid layout.

Customize your FAQ Sections by editing the [Accordion Blocks](/articles/website/pages/how-to-add-an-accordion-block-to-your-page#customizing-an-accordion-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### FAQ:

<img alt="C1966AA4-6BD0-45E5-8688-8B20E7CCCEBA.png" />

### FAQ Grid:

<img alt="370EDE66-BFB8-4654-82CF-1B529AFADB6E.png" />


# Add an image gallery to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-image-gallery-to-your-page

Use a gallery of images to showcase and design a beautiful page. Learn to create a visual experience with an Image Gallery.

<div>
  <iframe />
</div>

***

## What is an image gallery section?

An Image Gallery is a great way to showcase and display a group of images. Adding an Image Gallery Section generates six Image Blocks in a uniform layout to help you build and design a page filled with beautiful images:

<img alt="CD38B8A8-D8FC-4F92-908E-5C7B744FF4CD.png" />

[Learn more about the difference between an Image Gallery and a Section Gallery](/articles/website/pages/difference-between-an-image-gallery-and-a-section-gallery).

***

## Adding an image gallery to your page

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section **Image Gallery** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Uploading images to your image gallery

Upload your images to your Image Gallery from your hard drive or from recently uploaded images:

* From the Dashboard, click the **Website** tab.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In your Page, click the **Image** block to access the editor.
* In the sidebar, click **Select Image**.
* From the dropdown menu, click **Upload a New File** or **Select a Recent File** to select the image.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Drag and drop your Image Blocks in the sidebar panel to rearrange your Images.
</Tip>

***

## Adding more image blocks to your image gallery section

Include more images to your Image Gallery.

Keep in mind that your Image Gallery section is made up of six Image Blocks. Adding a new Image Block will give you the ability to add more images.

However, the Image Block will be disproportionate to the rest of your Gallery. Simply [customize the Block Settings for the Image Block](/articles/website/pages/how-to-add-an-image-to-your-page) to fit in accordance with your vision for the Image Gallery section.

* Hover over the Image Gallery Section and click inside the Section, not inside an image block.
* Click **Add Content** in the sidebar editor.
* Click **Image**.
* Customize your newly added Image block to fit your Image Gallery Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your image gallery section

Customize your Image Gallery Section by editing the [Image Block](/articles/website/pages/how-to-add-an-image-to-your-page) and Section Settings to change the appearance, behavior, and content.

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add an image to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-image-to-your-page

Learn to create a beautifully designed page by adding and customizing images.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-an-image-to-your-page-with-premier).
</Note>

***

## Adding an image block

Use images to help set a tone for your site, show your personality, and display what your business has to offer.

### To add an image block to your page:

* Open the **Website** tab from your Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Image**.
* Your newly created Image Block will generate at the bottom of the Section.
* Upload a New File or a Recent File to display your image in the Block.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your image block

With Kajabi, customize the look and feel of the image uploaded as it displays on your page with the various customization features.

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

**In an Image Block, you can:**

* Customize the [Width of the Block](/articles/website/pages/how-to-customize-the-block-width)
* Select the image displayed
* Configure an Image Action
* Adjust the Image Width
* Add an Image Caption
* Include an Image Alt Attribute
* Create a Gallery for your Images in the Section
* Customize the look and feel of the Block with your Image Block Settings

### Select image

Select the image displayed in the Image Block by:

* Uploading a New File
* Selecting a Recent File

[Compatible File Types: GIF, JPG, PNG](/articles/website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi)

<Tip>
  **Tip:** The maximum file size that can be uploaded to the Template Editor Assets Folder is 1 MB.
</Tip>

### Image action

Select an Image Action to trigger an action after the image is clicked (leave this blank if you wish to disable the Image Action).

The Image Action can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Act as an anchor link to lead to a section of the page

<Note>
  **Note:** Checking **Add to Section Gallery** will disable your Image Action settings to only enable your Section Gallery when clicked. This means your images will expand to full size when clicked for an enhanced "Gallery" viewing for your site visitors.
</Note>

### Image width

The Image Block can be customized to:

* Change the [width of the Block](/articles/website/pages/how-to-customize-the-block-width)
* Change the width of the image within the Block

Customize the width of the image within the Image Block by entering a value (e.g., 10px or 10) into the Image Width field:

<img alt="4CAC2C9D-2157-43D4-8BCA-985031229E11.png" />

<Tip>
  **Tip:** The image width must be in the format 10px or simply 10. Leaving the Image Width blank will keep the default width of the image.
</Tip>

### Image caption

The Image Caption displays below your image when the image is clicked and expands to full size for your visitors to view the image in your Section Gallery.

Your Section Gallery can be toggled on by checking **Add to Section Gallery** toward the bottom of the editor.

### Image alt attribute

Add an image alt attribute for SEO or if the image cannot be displayed.

### Open in new tab

Toggle on **Open in New Tab** to open a separate tab when your image is clicked that leads to your specified destination as configured in the Image Action settings.

### Add to section gallery

Add the image to the Section Gallery for enhanced "Gallery" viewing for your site visitors.

This means your image will expand to full size when clicked and your visitors can easily click through the images in the Section:

<div>
  <iframe />
</div>

Keep in mind that enabling the **Add to Section Gallery** setting will disable Image Actions for the image.

Learn the difference between setting up an Image Gallery Section and adding images to your Section Gallery to enhance the visually interactive experience for your visitors in [this Guide](/articles/website/pages/difference-between-an-image-gallery-and-a-section-gallery).

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* Overlay
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Overlay block setting

**What is an overlay?**

An overlay changes the appearance of your image to help communicate a message to your visitors. This can be done by displaying an overlay color or including text to appear on top of your image.

<div>
  <iframe />
</div>

Customize the appearance of your image with the Overlay Block setting:

* **Show Overlay on Hover**: Display an overlay color and/or text when your visitor hovers over the image.
* **Always Show on Mobile**: Always display the overlay when viewed on a mobile device.
* **Overlay Background Color & Text Color**: Customize the general appearance (color and text) of your overlay setting if you choose to have it enabled.
* **Overlay Text**: Display a custom message as the overlay for your image.


# Add an image to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-an-image-to-your-page-with-premier

Use images to help set a tone for your site, show your personality, and display what your business has to offer.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-an-image-to-your-page).
</Note>

***

## Adding an image section

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar editor, click **Add Section**.
* Click **Images**.
* Then, click **Add**.
* Upload a New File or a Recent File to display your image in your Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

[Learn to customize your images with Adobe Express.](/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

<Note>
  **Note:** Remove your Section by clicking **Delete This Section** at the bottom of the sidebar.
</Note>

***

## Customizing your image section

### Heading and subheading

Customize your message above the image by entering your message in the Heading and Subheading text boxes.

### Image action

Selecting an Image Action triggers an action after the image is clicked. The Image Action can be used to:

* Lead a visitor to a **custom Landing Page**
* Lead to a sale by **going to a Checkout Page**
* Encourage your audience to **download a file**
* Lead to any website page with a **URL link**
* Open a **Two Step Optin Popup**
* Act as an anchor link to **lead to a section of the page**

Choose to open the selected Image Action in a New Window by checking **Open In New Window**.

### Custom image width

Adjust the Image Width by using the format 10px or simply 10. If left blank, your image will take its natural width with a max width of 100%.

### Section appearance

Change the appearance of your Section by configuring the Background and Text Color and adjusting the Section Spacing.


# Add blog posts to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-blog-posts-to-your-page-with-premier

Learn to add a Blog Post Block to your Page to display your recently published Blog Posts.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-blog-post-to-your-page).
</Note>

***

## Adding blog posts to your page

Your Blog built with Kajabi enables you to generate content for your customers to read and share. Add your recently published Blog Posts to your Page to encourage your users to explore your Blog and content.

### To add a blog post to your page built with the legacy template, Premier:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor).
* Click **+ Add Section** from the sidebar.
* From the list, select **Blog Post**.
* Your newly created Blog Post Section will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your blog post block

<Note>
  **Note:** To edit your Blog Post content, you must [create and customize your Blog Posts within your Blog](../../website/blog/how-to-create-a-blog-post) built with Kajabi.
</Note>

### Heading and subheading

Customize your Section message displayed above your Blog Posts.

### Show post image

Choosing to show the Blog Post image will display the image uploaded to your Blog Post.

To customize and change the image, [customize your Blog Post in the Website tab](/articles/website/pages/how-to-design-your-blog-homepage).

### Show post date

Choosing to Show the Blog Post Date will display the date your Blog Post was published on your Blog.

### Number of posts

Specify the number of posts to show in the Section.

<Note>
  **Note:** Each time a Blog Post is published in your Blog on Kajabi, the Blog Post Block(s) will update accordingly.
</Note>

### Section appearance

Configure your Section Appearance to change the Background and Text Color and change the Spacing of the Section.

#### Spacing

Change the spacing of your Accordion Section from Extra Small to Full Height to fill the screen of your user's browser.


# Add Facebook comments to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-facebook-comments-to-your-page

Learn to add Facebook comments to your pages with the Custom Code Block.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to pages built with Kajabi Pages or the Website Builder. If you are using the Premier Legacy Template, please refer to the guide linked [here](../../website/blog/how-to-add-facebook-comments-to-your-blog-posts-with-the-legacy-template).
</Note>

***

## Step 1. Get the Facebook Comments code

To add Facebook comments to your landing page, log into your Facebook account and follow [this link](https://developers.facebook.com/docs/plugins/comments) to configure and generate HTML snippets for the Facebook Comments plugin:

* Copy and paste your landing page URL into the Comments Plugin Code Generator URL field.
* Enter the number of posts (or comments) you want displayed on the page.
* Click **GET CODE**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Keep two tabs open in your browser for your Kajabi Page and the Facebook Comments Plugin Code Generator to easily switch back and forth during the process of adding Facebook Comments to your page.
</Tip>

***

## Step 2. Add a Custom Code Block

After generating your Facebook Comments Code, open a new tab to your Kajabi account to customize the page where you wish to add Facebook Comments:

* Open the **Website** tab from the Dashboard.
* Click the **Pages** tab.
* Select the **Landing** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar, click **Add Section**.
* Search **Custom Code** and click **Add**.
* Click **Custom Code** in the sidebar to open the Block Editor:

<div>
  <iframe />
</div>

***

## Step 3. Paste your Facebook Comments code into Kajabi

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

Navigate back to the Facebook Comments Plugin Code Generator to copy each snippet of code to enter into your Page:

* First, copy the first snippet of code from the Code Generator.
* Return to your Kajabi Page and paste the code snippet into the Custom Code Block.
* Click the **Enter/Return** key to create a space between the first snippet of code and the second.
* Then, navigate back to the Comments Plugin Code Generator and copy the second code snippet.
* Finally, return to your Kajabi Page once more and paste the second snippet of code directly below the first snippet in the Custom Code Block.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Step 4. Preview your page

Preview your Page to check that your Facebook Comments display correctly:

* In your Page, navigate to the top right corner of your sidebar panel.
* Click the **Launch Preview** icon:

<div>
  <iframe />
</div>

<Note>
  **Note:** Your Custom Code will generate at the bottom of your Page. To rearrange, simply click and drag the Section in the sidebar panel to your desired location. Learn to [rearrange your Sections](/articles/website/pages/editing-sections-on-your-page) for more details.
</Note>


# Add multiple videos to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-multiple-videos-to-your-page

Learn to add multiple videos to play directly on a page.

<div>
  <iframe />
</div>

***

## What does a section with multiple videos look like?

In this guide, learn to add multiple [Video Blocks](/articles/website/pages/how-to-add-a-video-block-to-your-pages) to a custom section and display videos to play directly from your page.

**Preview of the Section you can create with multiple video blocks:**

<div>
  <iframe />
</div>

**Multiple Video Blocks vs. Multi-Video Launch Block**

* **[Video Blocks](/articles/website/pages/how-to-add-a-video-block-to-your-pages)** allow your visitors to view your uploaded videos directly from your Page.
* **[Multi-Video Launch Blocks](/articles/website/pages/how-to-add-a-multi-video-launch-block)** give you more flexibility to create uniquely engaging video viewing for your page visitors. Although the Multi-Video Launch Block can be used with any variety of Blocks in a Section, this Block Type can create a fluid viewing experience when used as a [Multi-Video Launch Section](/articles/website/pages/how-to-set-up-your-multi-video-launch-section). The Multi-Video Launch Section displays four interactive images to showcase content and lead your visitors to separate pages containing your videos and a single, large Video Block to play directly from the page.

<Note>
  **Note:** If you wish to bring your viewer's focus to your videos, showcase your upcoming and recently published videos and more with the Multi-Video Launch Section, read [How to Set Up Your Multi-Video Launch Section](/articles/website/pages/how-to-set-up-your-multi-video-launch-section) for details.
</Note>

***

## Step 1. Create a custom section

* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* In the sidebar, click **Add Section**.
* Scroll to the bottom of the sidebar and select **Custom Section**.
* Click **Add**:

<div>
  <iframe />
</div>

Read [How to Add a Custom Section](/articles/website/pages/how-to-add-a-custom-section) for more details.

***

## Step 2. Add video blocks

* Navigate to the sidebar and click **Add Content**.
* Select **Video**.
* Return to the Custom Section editor and repeat to add your desired number of Video Blocks to your Page:

<div>
  <iframe />
</div>

* After adding your desired number of Video Blocks, [upload your Video and Thumbnail](/articles/website/pages/how-to-add-a-video-block-to-your-pages#customizing-your-video-block) to each Block.

Read [How to Add a Video Block to your Page](/articles/website/pages/how-to-add-a-video-block-to-your-pages) for more details.

***

## Step 3. Resize video blocks

Depending on the number of Video Blocks added to your Section and your desired layout, you may want to consider various widths and layout configurations.

Resize your Video Blocks to best fit your design.

Read [How to enable Design Tools](/articles/website/pages/build-your-page-with-design-tools) to ensure better accuracy and symmetry in your design and learn about a few width combinations to consider:

<div>
  <iframe />
</div>

<Note>
  **Note:** Your layout will display as designed when your visitors view your page on Desktop. Your page will dynamically adjust each Block to display in a vertical layout when viewed on Mobile Devices.
</Note>


# Add offers & pricing sections
Source: https://help.kajabi.com/articles/website/pages/how-to-add-offers-pricing-sections

Showcase your Offers and Pricing options with an Offers Block, Offer Storefront, Pricing Cards Block, or Pricing Options.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-pricing-options-to-your-page-with-premier).
</Note>

***

## Adding an offers & pricing section

* Open the **Website** tab from the Dashboard.
* Select the **Website Pages** tab or the **Landing Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Offers & Pricing** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Preset offers & pricing section

Learn about each Preset Offers & Pricing Section:

* Offer
* Offer Storefront
* Pricing Cards
* Pricing Option
* Coaching Scheduling Widget

<Tip>
  **Tip:** Adding a Preset Offers & Pricing Section generates preset Blocks. Include [additional Blocks](/articles/website/pages/add-blocks-to-your-page) in your Preset Sections to best fit your business!
</Tip>

### Offer

Showcase a single Offer in a Section of your Page with an Offer Section.

Adding an Offer Section to your Page will generate a Text Block and an Offer Block to display and describe your Offer:

<img alt="AA67077B-5F66-4378-950E-30A8ECAE76CC.png" />

Customize your Offer Section by editing the [Offer Block](/articles/website/pages/add-an-offer-to-a-page#customize-an-offer-block), [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Offer storefront

The Offer Storefront is a great tool to display your Offers in a Storefront layout.

Adding an Offer Storefront Section to your Page will generate a single Text Block and three Offer Blocks to display multiple Offers in the Section:

<img alt="067AF7B5-E1B0-4F57-B4F5-A8E3166A3D4A.png" />

Customize your Offer Storefront Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Offer Blocks](/articles/website/pages/add-an-offer-to-a-page#customize-an-offer-block), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Pricing cards

Pricing Cards are an excellent way to provide your visitors with a beautifully designed, easily consumable chart displaying your Offers and their highlighted features.

Additionally, Pricing Cards enable the Call to Action button in each Pricing Card Block to lead your visitors to the Checkout Page of the Offer to purchase.

Adding a Pricing Cards Section generates three Pricing Card Blocks to showcase multiple Offers or Pricing Options:

<img alt="7DDD719C-5595-4202-A6A0-B258F995EB1A.png" />

Customize your Pricing Cards Section by editing the [Pricing Card Blocks](/articles/website/pages/how-to-add-pricing-cards-to-your-page#customizing-your-pricing-card-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Pricing option

The Pricing Option Section generates a single Pricing Card and Text Block to highlight a specific Offer and its features:

<img alt="0E04EB29-8DFB-48FD-BAFF-23EC25A58177.png" />

Customize your Pricing Option Section by editing the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), [Pricing Card Block](/articles/website/pages/how-to-add-pricing-cards-to-your-page#customizing-your-pricing-card-block), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Coaching scheduling widget

The Coaching Scheduling Widget generates a [Coaching Scheduling Widget Block](/articles/website/pages/how-to-build-pages-with-saved-sections) that features the Coaching Thumbnail, Coaching Program Name, Coaching Length of Time, Offer Price, and the Coaching Description. Along with the Coaching details, the block contains a Call to Action that opens the scheduling pop-up and then the Pop-Up Checkout.

<img alt="Kajabi_-__admin_themes_2160163505_settings_edit.png" />

Customize your Coaching Scheduling Widget Section by editing the coaching Scheduling Widget Block, and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](/articles/website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](/articles/website/pages/customizing-section-layout-settings)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)


# Add offers to a library
Source: https://help.kajabi.com/articles/website/pages/how-to-add-offers-to-your-library

Learn to present additional Offers inside your Member's Library.

***

## Cross-sell offers from your library page

Encourage additional sales from your existing members by adding Products to their Library page.

By presenting your other Products to your existing audience you can inspire loyalty and future engagement amongst your existing Members.

[Learn to customize your Library.](/articles/website/pages/customizing-your-library-page)

### Example of a cross-selling experience:

<img alt="44E2354D-CDBB-487E-82E7-C9267EC0C1F4.png" />

***

## How to add products to your library page

With Offer & Pricing sections you can market your Offers from within your Library page.

### To add products to your library page:

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Select the **Library** page from your list of website pages.
* Click **Add Section** from the sidebar editor.
* Navigate to **Offers & Pricing**.
* Select any of the [Offer & Pricing sections](/articles/website/pages/how-to-add-offers-pricing-sections):
  * [Offer](/articles/website/pages/how-to-add-offers-pricing-sections#offer)
  * [Offer Storefront](/articles/website/pages/how-to-add-offers-pricing-sections#offer-storefront)
  * [Pricing Cards](/articles/website/pages/how-to-add-offers-pricing-sections#pricing-cards)
  * [Pricing Option](/articles/website/pages/how-to-add-offers-pricing-sections)
* In this example we will use the Offer Storefront.
* Click **Add** to install your selected section.
* Then, open the **Offer** block from the sidebar editor.
* [Customize your Offer block(s)](/articles/website/pages/add-an-offer-to-a-page#customize-an-offer-block) to include your desired Offer(s) to cross-sell.
* Then, click **Save** to keep and apply your changes.


# Add offers to a Premier page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-offers-to-your-premier-page

Learn to add an Offer to your Premier Page and encourage your visitors to checkout.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/add-an-offer-to-a-page).
</Note>

***

## What is an offer?

In Kajabi, an **Offer** is the price tag and checkout page for your [Product](../../products/products-overview/kajabi-products-overview).

For Products to be purchased or granted, they must first be connected to an Offer. With Offers, you can create multiple prices for the same products, provide different payment plans for your products, and bundle products together.

To add an Offer Block to your Page, you must first create an Offer in the Products tab.

Learn more about [Offers in Kajabi](../../sales/offers/offers-overview) for details.

***

## Adding an offer to your page

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* Click **+ Add Section** from the sidebar.
* Select **Offer**.
* Click **Add**.
* Your newly created Offer Section will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** To select an Offer from the dropdown, you must first create an Offer in your Products tab. Click "Edit your offers" to edit and create an Offer.
</Note>

***

## Customizing your offer section

### Heading and subheading

Customize your Offers Section message displayed above the Offer and Custom Cards.

### Section appearance

Configure your Section Appearance to change the Background and Text Color, select the Text Alignment, and change the Spacing of the Section.

### Add content

Add Content to include your Offer Card or Custom Card to display your Offers on your Page.

***

## Customizing your offer content

### Select the offer

* In the Offers sidebar editor, click **Add Content**.
* There, select either **Offer Card** or **Custom Card**:

***

## Customizing an offer card

### Offer card

<img alt="CB6704C6-577C-4F11-BAF7-6CC9B2609696.png" />

First, select an Offer to display in your Offer Card.

Click **Edit your offers** to change or create new Offers in the Product tab:

<img alt="526A826C-0AC2-44D1-80D5-20D5C3CD5034_4_5005_c.jpeg" />

Choose to open the Offer Checkout Page in a new window/tab when clicked by selecting **Open In New Window**.

### Block appearance

Customize the appearance of your Offer Card by changing the Background and Text Color.

***

## Customizing a custom card

<img alt="D176FFF2-677B-4DD5-B379-098F2AEFC341.png" />

### Card action

With the Custom Card, lead your site visitors to:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL
* Open a two step optin popup
* Go to a section on the page

The Card Action gives you the flexibility to connect your Custom Card to Sales Pages, third-party checkout pages, and more.

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

### Open in new window

Choose to open the Offer Checkout Page in a new window/tab when clicked by selecting **Open In New Window**.

### Title and description

Customize your Custom Card messaging by editing the Title and the Description.

### Price

Display your Offer Pricing in the bottom of your Custom Card or enter text for additional, brief messaging.

### Block appearance

Customize the appearance of your Custom Card by changing the Background and Text Color.


# Add Pages to a website
Source: https://help.kajabi.com/articles/website/pages/how-to-add-pages-to-your-website

Learn more about the different types of Pages and how to best use them.

This guide refers to Kajabi Pages Templates. If you are using Premier Legacy Templates, please refer to the [guide for Premier](/articles/website/pages/how-to-create-a-new-page-with-premier).

## Pages

Pages are the most versatile and customizable part of Kajabi. They are what users first see when landing on your site, so they play a pivotal role in what users do next.

Website in your dashboard navigation provides you with an overview of the three categories of pages available in Kajabi: Website, Landing, and Funnel Pages.

<Tip>
  **Tip:** When deciding which type of page to build, it may help to know that Website Pages all share the same Header and Footer settings, whereas Landing Pages do not.
</Tip>

### To access pages:

1. Open **Website** from the Dashboard.
2. Select either **Website Pages** or **Landing Pages**.
3. Navigate between the Website, Landing, and Funnels tabs.

## Website Pages

Website Pages are system-generated based on the template you select. Website Pages are perfect for building out your site, as each page shares similar elements based on your selected template.

Each system-generated Website Page serves a different purpose. However, there may be times when you need to add additional pages.

### To create a new Website Page:

* Open **Website** from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Navigate to the top right corner of the page and select **+ New Website Page**.
* Enter your **Page Name.**
* Click **Customize Page** to generate your new Website Page and begin customizing:

<div>
  <iframe />
</div>

***

## Landing pages

Landing Pages are individual, standalone pages that can be linked to your email campaigns, events, automations, and more.

Landing Pages are created independently of each other, which means each page can be created using a unique template.

Landing Pages are great for advertising your promotions, building Sales Pages for individual Offers, creating a custom waitlist page, designing custom thank you pages, and more.

### To create a new landing page:

* Open **Website** from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Click the **Landing** tab.
* Navigate to the top right corner of the page and click **+ New Landing Page**.
* Select the template that best fits your vision.
* Click **Get Started**.
* Enter your Page Title (this title will reflect in the Page URL in your site visitor's browser tab).
* Click **Create** to generate your new Page and begin customizing:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Interested in a fast and easy way to start collecting email addresses to build your email list? Use the Lead Generation Page Creator to help you build a Lead Generation Landing Page in just a few simple steps. [Learn how to create a Lead Gen Page](/articles/website/pages/create-a-lead-generation-landing-page).
</Tip>

After creating your page, you can begin customizing the design to best fit your brand and business.

<Note>
  **Note:** The title given to a newly created page will reflect in the page URL:

  <img alt="How_to_Create_a_New_Landing_Page___Kajabi_-_Kajabi_Help_Center.png" />

  Learn to [customize your page details](/articles/website/pages/customize-your-page-details) to update your page title and page URL.
</Note>

***

## Funnel pages

[Funnels](../../marketing/funnels/funnels-in-kajabi) are designed to attract users to an opt-in page, capture information, and provide the user with content afterward.

Funnels are great for marketing webinars, attracting users to a free download, funneling users through a sales presentation, and more.

While Funnels are created in the Marketing section of Kajabi, each time a Funnel is generated its pages are automatically populated in the Funnels tab of the Pages section.

### To create a new funnel page:

* Open **Marketing** from the Dashboard.
* Select the **Funnels** tab.
* Select the **Funnel** that you would like to edit.
* Hover your cursor between your existing pages.
* Select **+ Add Page**.
* Select **New Landing Page** and click **Next.**
* Choose a **Page Type** and click **Next**.
* Choose your **Page Style** and click **Next**.
* Enter your **Page Name**.
* Click **Save** to generate your new Funnel Page:

<div>
  <iframe />
</div>


# Add pricing cards to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-add-pricing-cards-to-your-page

Learn to add a Pricing Block to showcase your Products, Services, Pricing Options, and more.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-add-pricing-options-to-your-page-with-premier).
</Note>

***

## What is a pricing card?

A Pricing Card is an excellent way to present an Offer by displaying all the features of your Product while encouraging your visitors to purchase with a Call to Action button.

You can use multiple Pricing Cards together in a section to showcase multiple Offers you may have for one Product, such as pricing plans, bundles, and more.

Learn to use multiple Pricing Cards with the [Pricing Card Section](/articles/website/pages/how-to-add-offers-pricing-sections#pricing-cards).

***

## Adding a pricing card block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Pricing Card**.
* Your newly created Pricing Card Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your pricing card block

In a Pricing Card Block customize the:

* [Block Width](/articles/website/pages/how-to-customize-the-block-width)
* Image
* Image Alt Attribute
* Name
* Price
* Price Caption
* Text
* List Icon
* Pricing Card Block Settings

### Image

Customize the image that appears in the Pricing Card and whether or not to display the image:

<img alt="Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

### Image alt attribute

Customize the image alt attribute for SEO and toggle if the image will be displayed or not:

<img alt="Window_and_Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

### Name

Customize the text and color displaying the name of your Pricing Option:

<img alt="Window_and_Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

### Price

Specify the text and color commonly used to display the Price of the specific Pricing Option:

<img alt="Window_and_Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

### Price caption

Customize the caption text and caption color directly below the Price:

<img alt="Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

### Text

Customize the messaging displaying the Features included with your Offer:

<img alt="Kajabi_-__admin_themes_2159353685_settings_edit.jpg" />

<Tip>
  **Tip:** [Utilize the Text Editor](../../marketing/email-campaigns/can-i-make-the-text-box-larger-when-editing) to easily add your text content to your Feature Block.
</Tip>

### List icon and icon color

Customize the appearance of the List describing the Features by changing the icon to:

* Bullet
* Check
* Plus
* Star

and by selecting a color for the icon.

Clicking **List icon color** will open your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to adjust the saturation and brightness of your color.
* The **horizontal bar** allows you to select the transparency of your color.

***

## Block settings

To adjust the look and feel of the Block, configure your Block Settings by customizing the:

* Call to Action
* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)
* [Animations](/articles/website/pages/customizing-block-animations)
* [Time Reveal](/articles/website/pages/customizing-time-reveal-settings)

### Call to action

Add and customize the action and appearance of a Call to Action button.

The Call to Action (CTA) button can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two-Step Optin Popup
* Act as an anchor link to lead to a section of the page

Learn more about customizing the [Call to Action Block Settings](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block).


# Add pricing options to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-pricing-options-to-your-page-with-premier

Learn to add a Pricing Options Section to showcase your Products, Services, Pricing Options, and more in your landing pages built with the Legacy Template, Premier.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-pricing-cards-to-your-page).
</Note>

***

## Adding pricing options

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* Click **+ Add Section** from the sidebar.
* Select **Pricing Options**.
* Click **Add**.
* Your newly created Section will generate at the bottom of the page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your pricing option section

### Heading and subheading

Customize the message displayed above your Pricing Options.

### Section appearance

Configure your Section Appearance to change the Background and Text Color, select the Text Alignment, and change the Spacing of the Section.

### Add pricing option

Add more Pricing Option cards by scrolling to the bottom of the sidebar editor and selecting **Add Pricing Option.**

***

## Customizing your pricing options

Customizing each Pricing Option Block by editing the:

* Title
* Price
* Frequency
* Text Content (typically the features included with the specific pricing option)

### Most popular

Select your Most Popular Pricing Option to make it stand out to your customers:

<img alt="632D30F0-6693-4733-AE37-21D2EC61969A.png" />

### Call to action

Include a Call to Action button for each Pricing Option for your customers to:

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL
* Open two step optin popup
* Go to a section on the page

The Call to Action gives you the flexibility to connect your Pricing Options to various locations, whether that be a Sales Page, third-party checkout pages, or more.

<Note>
  **Note:** When using the **Go to a URL** action, be sure to enter a full URL (e.g., [https://kajabi.com/](https://kajabi.com/)).
</Note>

Open in New Window: Choose to open the Offer Checkout Page in a new window/tab when clicked by selecting **Open In New Window**.

Customize the appearance of your Call to Action with:

* CTA Style
* CTA Size
* Button Width
* Button Color
* Button Text Color

Learn to use a [Call to Action](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) with Premier.

### Time reveal

The Time Reveal Settings reveal your Call to Action (CTA) button in the Feature Block a specified amount of time (Offset) after an Event occurs.

To set up a Time Reveal for your CTA button in the Feature Block:

* Select an Event
* Enter your Offset value
* Specify the Offset Time Period in seconds, minutes, hours, or days

### Block appearance

Customize your overall Block appearance by selecting your colors:

* Background Color
* Text Color
* Accent Color
* Popular Color

Each color overrides the default color determined by the Primary Color in your [Page Color Scheme](/articles/website/pages/how-to-customize-your-fonts-and-colors-in-your-premier-page-settings).


# Add recommended courses to the library with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-recommended-courses-to-the-library-with-premier

Learn to add a Recommended Courses Section to your customers' Library with the legacy template, Premier.

If you are building your website with the legacy template, Premier, learn to add a Recommended Courses Section to your customers' Library to encourage your existing customers to purchase additional Offers from your site.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the editing feature available in the Legacy Template, Premier. If you are building your Library with the latest Website Builder (with the Encore Template), [click here to learn how to add recommended Offers to your customers' Library](/articles/website/pages/customizing-your-library-page).
</Note>

***

## Create recommended courses section

### To create the recommended courses section:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select **Library** from the list of Website Pages.
* In the sidebar, select **Recommended Courses**.
* Click **Add Recommended Course**.
* From the Recommended Course dropdown, select the **Offer** you wish to recommend.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Your existing customers can now purchase your Recommended Course(s) directly from their Library.

<Note>
  **Note:** Customizing the design of the **Library** page applies to all customers. This means your Recommended Courses will display in every customer's Library. However, if an existing customer already owns one of your Recommended Courses, that Product will not display in the Recommended Courses Section of their Library page.
</Note>


# Add testimonials to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-testimonials-to-your-page-with-premier

Learn to add testimonials to your landing pages built with the Legacy Template, Premier.

Learn to add testimonials to your landing pages built with the Legacy Template, Premier.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Template, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-testimonials-section).
</Note>

***

## What is a testimonial?

A Testimonials Section is a great way to showcase social proof from your current customers. Adding testimonials about you and your products will help encourage visitors to purchase your products.

***

## Adding testimonial sections

To add a Testimonial Section to your page built with the legacy template, Premier:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar.
* Select **Testimonials** to Preview.
* Click **Add** to generate the preset Section to your Page:

<div>
  <iframe />
</div>

***

## Customizing testimonials

Customize your Testimonial Section by choosing to use a Background Image and an Image Overlay to create a visual effect on your image.

* If you choose to Use Background Image, upload a New File or Recent File by clicking **Select Image**.
* If you choose to use an [Image Overlay](/articles/website/pages/customizing-your-hero-image-overlay-in-premier#dark-overlay-on-your-hero-background-image) or a solid Background Color, customize your **Background Color** settings.

Additionally, customize your Testimonial Text Color and Section Spacing.

### Add testimonial

Include additional testimonials in your Section by clicking **Add Testimonial**.

Multiple testimonials in a Section will display as a carousel to your users. As you edit your page, you will see every testimonial in a stacked format for easy editing:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** If you wish to display all testimonials in a static row instead of a carousel, try using other Sections like the [Features Section](/articles/website/pages/how-to-add-a-features-section-to-your-page-with-premier).
</Tip>

### Customizing testimonial blocks

Customize each Testimonial Block by changing the Name, Title, and Text, and optionally choose to include a Headshot of your customer or your company logo.

You can upload a testimonial image by selecting a new file or a recent file.


# Add text to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-add-text-to-your-page-with-premier

Learn to add Text to your page with the Premier Template to communicate with your visitors, market your content, and describe your value.

Learn to add Text to your page with the Premier Template to communicate with your visitors, market your content, and describe your value.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](/articles/website/pages/how-to-add-a-text-block-to-your-page).
</Note>

***

## Adding a text section

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Locate the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
* Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar.
* Select **Text** to Preview.
* Click **Add** to generate the section to your page:

<div>
  <iframe />
</div>

***

## Customizing your text section

Customize your Text Section by entering a Heading and Subheading, customizing your Text content, editing the Text Section Appearance, and encouraging your users to take action with a Call to Action.

### Text editor

In the Text Box of the Editor, you have the ability to customize multiple features of your Text content.

<Note>
  **Note:** The layout of the Text Editor features is captured in Fullscreen mode as displayed in this guide. Replicate the images provided in this guide by utilizing your Text Editor.
</Note>

#### Source code

Access your Text **source code** to embed or enter code scripts:

<img alt="DF8F1BEA-06CD-49F0-AA46-B42C83BD7B34_4_5005_c.jpeg" />

<Warning>
  **Important:** If you are not familiar with editing the source code, we advise avoiding this feature or reaching out to a professional developer to guide you through its functionality.
</Warning>

#### Text formats

Customize your Text appearance by adjusting the Format settings:

* Select your chosen **Heading Size** to change the font size of your highlighted text.
* Select your **Inline** setting to change the Text Appearance (e.g., Bold, Italic, Underline, Strikethrough, Superscript, Subscript, Code).
* Select your desired **Blocks** to adjust the appearance of your highlighted text (e.g., Paragraph, Blockquote, Div).
* Select your text **alignment** for your highlighted text (e.g., left, center, right, justified):

<img alt="370D05D9-5BF1-4E95-9543-99B2B38BD77E_4_5005_c.jpeg" />

#### Text appearance

Customize the appearance of your highlighted text by making it **bold**, **italicized**, or **strikethrough:**

<img alt="2873021C-4B86-4857-B7BD-F437F412DBEB_4_5005_c.jpeg" />

#### Text color

Highlight sections of your Text or your entire Text to customize its color:

<img alt="0D860897-9380-4281-891A-30C3CC18D2BF_4_5005_c.jpeg" />

#### Horizontal line

Include a horizontal line in your Text content to break up your Text:

<img alt="3197A64A-A994-4B41-A818-BC36885966B9_4_5005_c.jpeg" />

#### Lists

Create **ordered** and **unordered lists** with your Text:

<img alt="1A9EA6A1-C249-4415-8825-6FC8778EB838_4_5005_c.jpeg" />

#### Text indentation

Adjust the **indentation** of your Text:

<img alt="1BE2EE76-C319-4874-A252-62A8B7E57641_4_5005_c.jpeg" />

#### Hyperlink

**Insert/Edit a link** in your Text to create interactive, clickable Text:

<img alt="23AD2952-AF3C-4580-B696-C10837B83540_4_5005_c.jpeg" />

Creating hyperlinked Text prompts you to enter:

* The full URL of the page you wish to lead to (i.e., [https://kajabi.com/](https://kajabi.com/)).
* The text to display indicating the hyperlink.
* The title of your link.
* The Target (e.g., New Window: open as a new window in your user's browser, or None: to replace the current window).

#### Fullscreen mode

**Maximize** and **Minimize** the Text Box to easily edit your Text:

<img alt="42854B52-0A3C-4E8C-882B-920A9329EB42_4_5005_c.jpeg" />

### Section appearance

Customize the appearance of your Text Section by customizing the:

* Background and Text Color
* Text Alignment
* Spacing

### Call to action

Add a Call to Action (CTA) to encourage your site visitors to take action based on your Text content.

Click **Add Call To Action** to create and edit your CTA button.

Learn to use the [Call to Action with Premier](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) for more details.


# Align blocks in a section
Source: https://help.kajabi.com/articles/website/pages/how-to-align-blocks-in-a-section

Learn to vertically align your Blocks in a Section when customizing your pages.

Learn to vertically align your Blocks in a Section when customizing your pages.

<div>
  <iframe />
</div>

<Tip>
  **Tip:** [Enable the grid overlay](/articles/website/pages/build-your-page-with-design-tools) while designing your page. Enabling the grid tool can help you align your layout to look great every time.
</Tip>

***

## Aligning blocks with equal height blocks

Enable **Equal Height Blocks** to change the vertical length of each Block in the row to equal the height of the tallest Block in the row:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the left sidebar panel and select the Section you wish to edit.
* Scroll to **Section Settings**.
* Click **Desktop Layout**.
* Check **Equal Height Blocks** to align all Blocks to the tallest Block in the row (if you have multiple rows in a Section as shown below, repeat for the rows you wish to align).
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** Enabling **Equal Height Blocks** will not change the height of your uploaded images in order to retain the original image ratio. Instead, your images will vertically align to the top of the tallest Block in the row. For best results with Text Blocks, use an equal number of text lines in each Block.
</Note>

***

## Aligning blocks with vertical alignment

Vertically align all Blocks in a Section to the top, bottom, or center of the tallest Block in the row by adjusting the Desktop Layout Vertical Alignment setting:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the left sidebar panel and select the Section you wish to edit.
* Scroll to **Section Settings**.
* Click **Desktop Layout**.
* Open the Vertical Alignment dropdown menu.
* Select **Top** to align all Blocks to the tallest Block in the row (if you have multiple rows in a Section as shown below, repeat for the rows you wish to align).
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** Vertical alignment is only available in the Section Settings and is not available in Block Settings. For best results with Text Blocks, use an equal number of text lines in each Block.
</Note>


# Build pages with saved sections
Source: https://help.kajabi.com/articles/website/pages/how-to-build-pages-with-saved-sections

Reuse and repurpose your favorite sections on a page by saving your custom-designed sections to reuse on another page.

Reuse and repurpose your favorite sections on a page by saving your custom-designed sections to reuse on another page.

***

## What are saved sections

Do you have a favorite section or a [custom-designed section](/articles/website/pages/add-sections-to-your-pages) on your page that you want to repurpose on a different page? With Saved Sections you can build a cohesive, branded landing page, website page, and email campaigns quickly and easily by utilizing your favorite sections from previous pages.

With the page builder, you can design and save a section to your Saved Sections library. Then, when you are designing another page, you can open up your Saved Sections library to use in your new page:

<div>
  <iframe />
</div>

***

## Create a saved section

### To add a saved section to a page, you will first need to save sections:

* Open the **Website** tab from the Dashboard.
* Select **Website**, **Landing**, or the **Funnel** tab to navigate to your page or [create a new page](/articles/website/pages/pages-explained).
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click **+ Add Section** from the sidebar.
* Select your desired Section and click **Add**.
* Customize your Section.
* Then, click **Add to Saved Sections**:

<div>
  <iframe />
</div>

* Click **Save** to keep and apply your changes.

### To add a saved section to an email, you will first need to save a section in your email builder:

* Open the **Marketing** tab from the Dashboard.
* Select **Email Campaigns**.
* Click **+ New Email Campaign** to design a new email campaign or select a drafted Email Campaign.
* Navigate to **Email Content**.
* Hover over the section and click **Edit content**.
* Click **+ Add Section** from the sidebar.
* Select your desired Section and click **Add**.
* Customize your Section.
* Then, click **Add to Saved Sections**.
* Click **Save** to keep and apply your changes.

### After you have saved a section in an email, you can use that saved section to build into another email:

* Open the **Marketing** tab from the Dashboard.
* Select **Email Campaigns**.
* Click **+ New Email Campaign** to design a new email campaign or select a drafted Email Campaign.
* Navigate to **Email Content**.
* Hover over the section and click **Edit content**.
* Click **+ Add Section** from the sidebar.
* Navigate to your **Saved Sections**.
* Select your desired Section and click **Add**.
* Then, click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

***

## Compatibility

Saved sections can only be used on compatible pages and emails. If you attempt to add a saved section to an incompatible page or email, you will not be able to select the saved section. Within the editor, you can select saved sections from the compatible section folder and view the incompatible sections. However, you will be unable to select a section from the incompatible sections folder:

<img alt="Kajabi_-__admin_themes_2160081814_settings_edit_🔊.png" />

### What is compatible?

Currently, saved sections **are** compatible with:

* Website to website with the same theme
* Landing page to landing page with the same theme
* Email to email with the same theme

Currently, saved sections are **not** compatible with:

* Across different page types eg: Website to landing page
* Across different themes eg: Encore to Premiere

Compatibility is **coming soon** for:

* Compatibility across websites and landing pages within the same theme

### Compatibility specs

Utilize your saved sections between theme types. For example, you can use a saved section in a landing page within another landing page for the same theme type (i.e., Encore to Encore), but you cannot use a saved section from a landing page on a website page.

* If the saved section is incompatible with the page you are editing, it will appear in the "incompatible" section.
* If you want to use a saved section from a custom theme, the section type must be available in the settings.json.
* If you attempt to add a saved section containing custom code to a different theme that does not support the settings in your custom section, the section will be added with the unsupported settings removed. This may result in a section that does not look exactly as it did in the originating theme.


# Build a 404 page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-404-page

Learn to design your 404 error page with the website builder.

Learn to design your 404 error page with the website builder.

***

## What is a 404 page?

The official definition of a 404 page is that it is an error page or a "Page Not Found" page.

It is a page specifically designed to communicate to a website visitor that the URL path entered provided no information.

### URL basics

URL stands for "Uniform Resource Locator", which simply put, means the web address.

Generally speaking, URLs have three parts:

* The Protocol
* The Domain Name
* The Path

For example, the web address "[https://learningwithme.com/store](https://learningwithme.com/store)" has:

* a Protocol: "https\://"
* a Domain Name: "learningwithme.com"
* and a Path: "/store"

But what happens if you were to mistype and enter "[https://learningwithme.com/\*\*star](https://learningwithme.com/**star)\*\*"? You may have entered your domain correctly, but the path leads to nowhere.

That is when your 404 page will appear.

### Why 404 pages matter

"404" refers to an HTML code response. That means the 404 is the three-digit signifier to cover any broken or dead links on your site.

Let's say that you have a landing page with the domain "[https://learningwithme/new-year-promotion](https://learningwithme/new-year-promotion)" and you link from your homepage.

But later you decide to [draft](/articles/website/pages/how-to-publish-and-draft-your-page) (or unpublish) your landing page, but forget to remove the link from your homepage.

**Your 404 page captures visitors that may click on a broken link so they don't get bounced off your site.**

Instead, they will get to see your branded, thoughtfully designed error page and can go back and continue exploring the rest of your site.

Your 404 page is pre-built onto your website with a simple, straight-forward message to bring any lost visitors back to your homepage:

<img alt="FEADC1A1-01E4-4BCC-BA1B-6FB219C105E4.png" />

***

## Building the 404 page

With the website builder, you can design a 404 page that can delight your visitors and personalize your brand.

Customize a [Header](/articles/website/pages/customizing-your-header), [Footer](/articles/website/pages/customizing-your-footer), and add [Blocks](/articles/website/pages/add-blocks-to-your-page) & [Sections](/articles/website/pages/add-sections-to-your-pages) to your page.

Because the 404 page should be simple in nature with clear instructions to return to your site, add:

* [Basic Content](/articles/website/pages/add-a-basic-content-section-to-your-page)
* [Images](/articles/website/pages/how-to-create-a-section-with-images)
* [Videos](/articles/website/pages/how-to-create-a-section-with-videos-in-your-page)
* [Custom Sections](/articles/website/pages/how-to-add-a-custom-section)

to design your 404 page.

Creating a site on Kajabi generates an empty, default theme to help you get started with your content.

If you have just started with Kajabi, your 404 page will display the default, site theme. This theme is not customizable.

Design your 404 and website pages by selecting a site template that best fits your brand. [Learn to customize your website.](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

<Note>
  **Note:** Selecting a customizable site template will allow you to design your site according to your brand. However, you will not be able to revert to the empty, default site theme after selecting your customizable site template.
</Note>

### To begin customizing your 404 page:

* Open the **Website** tab from your Dashboard.
* Click the **Pages** tab.
* Select the **404 Page** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

[Learn more about customizing with the Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).


# Build an about page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-about-page

Learn to build a strong brand and share your story with the About page.

Learn to build a strong brand and share your story with the About page.

<div>
  <iframe />
</div>

***

## What is the about page?

The About page provides a space on your website to:

* inspire your site visitors,
* showcase your accomplishments,
* and personalize your visitors experience with you and your brand.

With the [Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder), build and design your About page to share who you are and what you do.

<Note>
  **Note:** The About page is included as a standard website page with the Website Builder. If you have not [made the switch to the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder), you can create a custom About page with a standalone landing page. [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)
</Note>

***

## How to customize your about page

The About page is not just a space to share who you are, but it is a point of contact for creating a relationship with future customers.

With the Website Builder, design an About page that is uniquely yours with the same powerful editing capabilities you have experienced with Kajabi Pages. [Learn to customize your page with the website builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

To begin customizing your About page:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select **About** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

With the Website Builder, customize the appearance of your About Page:

* **Header**: Choose to hide or display your Header and customize the Menu links, your logo, and include hello bar banners to share any announcements directly from your About page. [Learn more](/articles/website/pages/customizing-your-header)
* **Add Sections & Blocks** to design a unique page experience that best fits your brand and business. [Learn more about Sections](/articles/website/pages/add-sections-to-your-pages) & [Learn about Blocks](/articles/website/pages/add-blocks-to-your-page)
* **Footer**: Choose to hide or display your Footer and customize its visual appearance to change the copyright, add your own social media links, and adjust the color of the Footer background. [Learn more](/articles/website/pages/customizing-your-footer)
* **Exit Popup**: Include an exit popup to display a message upon your customers attempt to exit the page. [Learn more about exit popups](/articles/website/pages/how-to-use-the-exit-popup-in-your-page-with-premier)

<Tip>
  **Tip:** Want to add your About page to your navigation menu? Copy your About page link and add it to your desired navigation menu. [Click here to learn more](/articles/website/pages/how-to-copy-your-page-link).
</Tip>


# Build an announcement page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-announcement-page

Learn to build your Announcement page to provide an easy-to-access location for your customers to view your Product and Site Announcements.

Learn to build your Announcement page to provide an easy-to-access location for your customers to view your Product and Site Announcements.

<div>
  <iframe />
</div>

***

## What is an announcement?

An Announcement is a great tool to share upcoming events, launches, Product changes, and more with all your customers within a Course Product.

Once you have [created and posted a Product Announcement](../../products/courses/send-a-product-announcement), the customers who have purchased that product will be able to view the announcement on your Announcement page:

<img alt="Help_Center.jpg" />

***

## How to customize your announcement page

Streamline how you manage your Product and Site announcements all while giving your customers one easy-to-access location to view your announcements with the Announcement page available with the Website Builder.

**To begin customizing your Announcement page:**

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Select **Announcement** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

***

## Designing your announcements page

With the Website Builder you can create a custom Announcements page with various [Blocks](/articles/website/pages/add-blocks-to-your-page) and [Sections](/articles/website/pages/add-sections-to-your-pages).

Unique to the Announcement page builder is the Announcements section.

The Announcement section pulls from your customer's Product Announcements and Updates to display in their Announcement page. [Learn to create a Product Announcement.](../../products/courses/send-a-product-announcement)

With the Website Builder, customize the overall appearance of your Product Announcements section.

Additionally, the Announcement page includes the Site Announcement section, pre-built from a Text Section with two Text Blocks:

<img alt="Cursor_and_Kajabi_-__admin_themes_2154266359_settings_edit.jpg" />

Learn to [customize Text Blocks](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block) to create site announcements for your customers.

### Announcements section settings

Within your Announcements section configure the:

* Announcements
* Search Button Appearance
* Announcement Appearance
* Pagination Appearance
* Section Settings

#### Announcements

Design the language, color, and layout for your Announcements:

<img alt="Kajabi_-__admin_themes_2154266359_settings_edit.jpg" />

#### Search button appearance

Customize the button language, color, and general appearance when the Announcements page is viewed on a mobile device.

Override your [global site settings](/articles/website/pages/customize-your-page-font-and-style-with-the-style-guide) for the button by customizing the search button appearance settings:

<img alt="Kajabi_-__admin_themes_2154266359_settings_edit.jpg" />

<Tip>
  **Tip:** Click the desktop icon in the bottom right corner of your page editor to preview your page on different devices.
</Tip>

#### Announcement appearance

Customize how your Product Announcements and Updates appear in the Announcements Section of your page.

Adjust the color, the character truncation, border type, border radius, and border shadow.

<Tip>
  **Tip:** Don't see the difference between the border types? Try changing the Border Width and the Border Color!
</Tip>

Add borders around each announcement by selecting a Border Type:

* **None**:

<img alt="" />

* **Solid**:

<img alt="Screenshot_7_7_23__11_01_AM.jpg" />

* **Dotted**:

<img alt="Screenshot_7_7_23__11_02_AM.jpg" />

* **Dashed**:

<img alt="Screenshot_7_7_23__11_03_AM.jpg" />

* **Double**:

<img alt="Screenshot_7_7_23__11_04_AM.jpg" />

* **Ridge**:

<img alt="Screenshot_7_7_23__11_05_AM.jpg" />

#### Pagination appearance

Customize the color of your pagination buttons if your announcement post listings take up multiple pages:

<img alt="01E8532F-00AC-4B38-AA8D-1FEE436F2755.png" />

Click the color icon next to each pagination appearance setting to customize the color.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

**Pagination Default Color** - Select a color to override all default colors for your pagination appearance:

<img alt="8229DB4C-3CA2-4752-8EAB-DB6A6E86B281.png" />

**Pagination Selected Color** - The "pagination selected" uses color to signal to your visitors the page number they are viewing. Select a color to change the color for the "pagination selected":

<img alt="0D25421D-52E9-4A33-AC54-5627F74E058C.png" />

**Pagination Disabled Color** - The "pagination disabled" uses color to signal to your visitors that the number of pages for your blog posts do not continue. This changes the arrow color for going backward or forward depending on the page your visitor is viewing:

<img alt="809E7FAD-2553-40A0-93B5-679EB1824A8A.png" />

#### Section settings

Customize the Blog Listings Section:

* [Background](/articles/website/pages/customizing-block-background-settings)
* [Desktop and Mobile Layout](/articles/website/pages/customizing-block-layout-settings)


# Build a contact page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-contact-page

Encourage your site visitors to reach out to you and your team with a Contact Us Form.

Encourage your site visitors to reach out to you and your team with a "Contact Us" Form.

<div>
  <iframe />
</div>

<Note>
  **Note:** The Contact page as a standard website page is only available with the Website Builder. [Learn to make the switch with the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder). Don't want to make the switch? Create a contact page as a standalone landing page. [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)
</Note>

***

## What is a contact page?

A contact page is the go-to page for your site visitors to reach out to you and your team.

**With the Website Builder take full advantage of the design capabilities available to create a contact page that acts as a call to action to your eager visitors.**

Design a page that will encourage visitors to reach out to you and your team. Leverage your contact page to encourage the already-eager-visitor to contact your business.

***

## How to customize the contact page

Personalize your users experience by designing a contact page that represents your brand.

Build your contact page with the same powerful editing capabilities you have experienced with [Kajabi Pages](/articles/website/pages/pages-explained) with an array of [Sections](/articles/website/pages/add-sections-to-your-pages) & [Blocks](/articles/website/pages/add-blocks-to-your-page) to choose from.

### To customize your contact page:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the **Contact** page from your list of website pages:

<div>
  <iframe />
</div>

With the [website builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder), your contact page is pre-built with a Form section to encourage your visitors to reach out to you and your team.

Continue reading to learn how to add a contact form to your contact page.

<Tip>
  **Tip:** Looking to include additional ways to contact you? Learn to [add a mailto link](/articles/website/pages/how-to-add-a-mailto-link-with-a-cta) and [telephone link](/articles/website/pages/how-to-create-a-telephone-link) to your page.
</Tip>

***

## How to add a form to your contact page

### Step 1. Create a new form

First, create a Form for your site visitors to complete and submit in order to reach out to you and your team. This Form will be set up to trigger an email notification to those you specify.

**To create a form:**

* Open the **Marketing** tab from the Dashboard.
* Click **Forms**.
* Navigate to the top right corner and click **Add a New Form**. [Learn more](../../marketing/forms/create-and-build-your-form#creating-a-form)
* Enter a title for your Form to easily identify later.
* Then, click **Save**:

<img alt="1735CCA2-A322-4286-A5C4-B1005C25A565.png" />

### To customize your form:

* Add a new Field to your Form to capture your visitor's message. We recommend using the [Text Area field](../../marketing/forms/how-to-add-and-edit-fields-on-a-form#h_07a5ed11-5f52-484d-8e06-321fe94fdd07).
* Navigate to the "After Submission" section of the editor.
* Enable **Send a notification to your team**.
* Enter the email address you wish to notify and click **Enter** on your keyboard to apply.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

[Learn more about creating and customizing Forms](../../marketing/forms/create-and-build-your-form).

<Tip>
  **Tip:** Looking to update the contacts notified when an existing Form is submitted? Navigate to the Form you wish to update and enter or remove the email addresses included in the "Send a notification to your team" setting.
</Tip>

### Step 2. Attach your form to your contact page

After creating your "Contact Us" Form, you can now add your Form to your contact page.

**To attach your Form:**

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the **Contact** page.
* Click the Opt-in Form Section you want to edit or click **Add Section** to create a different Form section.
* Click **Form & Text**, then **Add**.
* Next, click to open the **Form**.
* Select your "Contact Us" Form from the dropdown to populate your selected Form in the Block.
* Customize your Form Block Heading text to communicate the purpose of the Form.
* Customize and design the visual appearance for your Form Block. [Learn more](/articles/website/pages/how-to-add-a-form-to-your-page#customizing-your-form-block)
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## How am I notified when a visitor submits my contact form?

After attaching your "Contact Us" Form to your contact page, your site visitors can complete the Form to reach out to you and your team (depending on the email address specified in the Form).

When a site visitor submits your Contact Us Form, the email address specified in the "After Submissions" settings of your Form will receive a notification from Kajabi Support:

<img alt="8581C1B4-0F76-4B09-8CAB-0A0F7FE8A857.png" />

<Note>
  **Note:** Responding to the email notification triggered by the Form Submission will not send your response to the Form Submitter. If you wish to respond to a message sent through the Form, copy and paste the email address in your notification to create an email response through your preferred email method.
</Note>


# Build a custom homepage
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-custom-homepage

Learn to customize your default Homepage with the Website Builder.

Learn to customize your default [Homepage](/articles/website/pages/what-is-the-template-home) with the Website Builder.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to creating a custom homepage with the website builder. Not using the website builder? [Learn how to install it to your site](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder). If you wish to direct your root domain to a Login Page or your Store instead of your default home page, please refer to [How to Change Your Homepage](/articles/website/pages/change-your-homepage).
</Note>

***

## Customizing your homepage with the website builder

Design a homepage custom-tailored to represent your brand and online presence. When visitors enter your URL this is the page that will appear unless you have [changed your settings](/articles/website/pages/change-your-homepage) in your Site Details.

With the website builder create a homepage that is uniquely yours.

### How to access the home editor:

* Open the **Website** tab.
* Click the **Pages** tab.
* Locate the **Home** page in your list of Website pages.
* Select the **Home** page to begin customizing:

<div>
  <iframe />
</div>

***

## Building your page with the website builder

Build your custom homepage by customizing your:

* **Website Pages Global Settings**: Global settings help you streamline the design process for your standard website pages so you can focus on the design aspects that matter to you. [Learn more](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder)
* **Header**: Choose to hide or display your Header and customize the Menu links, your logo, and include hello bar banners to share any announcements directly from the Library. [Learn more](/articles/website/pages/customizing-your-header)
* **Add Sections & Blocks** to design a unique library experience that best fits your brand and business. [Learn more about Sections](/articles/website/pages/add-sections-to-your-pages) & [Learn about Blocks](/articles/website/pages/add-blocks-to-your-page)
* **Footer**: Choose to hide or display your Footer and customize its visual appearance to change the copyright, add your own social media links, and adjust the color of the Footer background. [Learn more](/articles/website/pages/customizing-your-footer)
* **Exit Popup**: Include an exit popup to display a message upon your customers attempt to exit the page. [Learn more about exit popups](/articles/website/pages/add-an-exit-popup-to-a-page)
* **Two Step Optin**: Add a two step optin to your Library page to capture opt-ins directly from your homepage.

When you're finished customizing your homepage, click the **Save** button at the top right of the editor to save and apply your changes:

<img alt="Fullscreen_7_10_23__4_03_PM.jpg" />


# Build a customer directory
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-customer-directory

Encourage your customers to connect with like-minded people with the Customer Directory page available with the Website Builder.

Encourage your customers to connect with like-minded people with the Customer Directory page available with the [Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

<div>
  <iframe />
</div>

***

## What is the customer directory?

The Customer Directory gives you the space to design an elevated experience for your customers to fully immerse themselves among like-minded people and build connections with one another directly from their account.

<img alt="1DA6A86F-A80B-49F3-BAC5-BB3E17E13063.png" />

With this addition to your list of standard website pages you can design an immersive membership program.

Encourage your customers to opt-in to the Customer Directory for them to begin building connections. Learn how your customers can opt-into your Customer Directory below.

***

## How to customize the customer directory page

The Customer Directory page is only available with the Website Builder. [Learn more](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

Design the appearance of your Customer Directory page by customizing the [Header](/articles/website/pages/customizing-your-header) & [Footer](/articles/website/pages/customizing-your-footer) and adding [Blocks](/articles/website/pages/add-blocks-to-your-page) and [Sections](/articles/website/pages/add-sections-to-your-pages) to create a page that is uniquely yours.

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the Customer Directory page from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

Customize your customer directory page with the sidebar editor to add your branding and language. Add [Sections](/articles/website/pages/add-sections-to-your-pages) and [Blocks](/articles/website/pages/add-blocks-to-your-page) to include more content on your Customer Directory or simply click into the Customer Directory block to customize colors, sizing, and more.

As a logged-in site admin, your customer directory will display every customer on your site.

Looking to manage your customers as a logged-in site admin? [Click here](../../contacts/manage-your-contacts/contacts-tab-overview) to learn about your Contacts tab on Kajabi.

<Note>
  **Note:** For customers to display in your Customer Directory page to other customers, they must opt-in through their Customer Settings.
</Note>

The Customer Directory page includes a Section unique to the page: the Customer Directory Section.

Click the Customer Directory Section to customize the language, color, and overall appearance for customers opted into your Customer Directory:

<img alt="Screenshot_7_7_23__12_00_PM.jpg" />

***

## How customers opt-in to your customer directory

For customers to appear in your Customer Directory page they must opt-in through their Customer Settings.

Opting into your Customer Directory will only display the information they provide in their Social Profile:

* Name
* Location
* Social accounts (i.e., Facebook, Instagram, Twitter)

This allows your customers to enter the social information they wish to share and exclude information they don't want to share with your other Customers.

<img alt="social_profile.png" />

### How a customer can opt-in to your customer directory:

* Log into their customer account on your site.
* Navigate to the top right corner.
* Click **Settings**.
* Scroll to the **Social Profile** section.
* Enter the information they wish to share.
* Select **I agree to share my profile information with other customers on this site**.
* Click **Save** to keep and apply their changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** If your customer wants to opt-out of your customer directory they can follow the same steps to opting in, but instead they will deselect **I agree to share my profile information with other customers on this site**.
</Note>


# Build a login page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-login-page

Learn to customize the login page for your customers.

Learn to customize the login page for your customers.

<div>
  <iframe />
</div>

***

## What is the login page?

For your customers to access their Products in their [Library page](/articles/website/pages/customizing-your-library-page), they must first go through the Login page with their specific login credentials:

<img alt="9EC36FD3-90B5-457C-9F84-40EE68779F4B.png" />

Looking to share the link to your login page? [Click here to learn how](/articles/website/pages/what-is-the-link-to-my-login-page).

<Note>
  **Note:** Your customers will be prompted to create their login credentials when they purchase an Offer on your site to access their Products. [Learn more](../../sales/offers/what-happens-when-a-customer-purchases-my-offer)
</Note>

***

## Customizing your login page

Creating a site on Kajabi generates an empty, default theme to help you get started with your content.

If you have just started with Kajabi, your Login page will display the default, site theme. This theme is not customizable.

Design your Login and website pages by selecting a site template that best fits your brand. [Learn to customize your website.](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

<Note>
  **Note:** Selecting a customizable site template will allow you to design your site according to your brand. However, you will not be able to revert to the empty, default site theme after selecting your customizable site template.
</Note>

### To customize the login page:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select **Login** from your list of Website Pages to begin customizing:

<div>
  <iframe />
</div>

After selecting **Login**, you will be redirected to the Login page to edit. Here, you will find only a few actions to customize to make this step quick and easy.

The main changes you can make to your Login page include:

* **Header**: Choose to hide or display your Header and customize the Menu links, your logo, and include hello bar banners to share any announcements directly from the Login page. [Learn more](/articles/website/pages/customizing-your-header)
* **Login Section**: Unique to the Login Page, your Login Section can be customized to include an image and used to design the button, background, and language for the Login.
* **Footer**: Choose to hide or display your Footer and customize its visual appearance to change the copyright, add your own social media links, and adjust the color of the Footer background. [Learn more](/articles/website/pages/customizing-your-footer)

To edit the Login section of your page, click the **Login** tab from the sidebar panel and you will be presented with your customizing options.

<Tip>
  **Tip:** If you add an image, but you do not see it in your Login page, be sure to check the **Show Image** box and click **Save** to keep and view your changes!
</Tip>

***

## Customizing your login section

Unique to the Login Page, your Login Section takes up the majority of the page. With the Login Section you can customize change the appearance with the addition of images, branding of buttons, and adjust the language used on the page.

### Login

Choose to display an image directly above the login fields:

<img alt="Fullscreen_7_10_23__3_48_PM.jpg" />

### Image width

If you choose to display an image, customize the Image Width to change the size of the image on your page.

Customize the width of the Image within the Block by entering a value (e.g., 10px or 10) into the Image Width field:

<div>
  <iframe />
</div>

<Note>
  **Note:** You may use the format 10px or simply 10
</Note>

### Image alt attribute

Add an image alt attribute for SEO purposes and if the image cannot be displayed.

***

## Section settings

### Button text

Enter your custom text to display on your CTA button. Use this opportunity to communicate to your users what the button will do.

### Button background color

Click the **Button background color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness.
* The **horizontal bar** allows you to select the opacity of your color.

### Button text color

Complement your Button Background Color with a different Button Text Color.

<Note>
  **Note:** The Button Text Color is for [solid buttons](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) only.
</Note>

Click the **Button Text Color** to select a color from your site color palette.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

### Button width

Adjust the width of your Button:

* Full: fill the width of the button area
* Auto: automatically adjust the width to fit the text

### Button style

Change the style of the Button to display a:

* Solid colored button
* Outline of your Button Background Color

### Button size

Adjust the size of your Call to Action Button to:

* Small
* Medium
* Large

Changing the size of your Call to Action will change both the button background and text size.

### Border radius

Customize your Call to Action Border to appear more rounded or squared.

If you are customizing a call to action block in your standard website page, enter your desired value up to 50 to customize the individual buttons appearance.

### Background

Customize the background appearance for your Login page by:

* uploading an image or video as the Section Background,
* adjusting the position of your image,
* selecting the image behavior to stay fixed on scroll when viewed on a Desktop,
* and/or selecting a background color.

[Click here to learn more about the Background section settings](/articles/website/pages/how-to-customize-your-section-background-settings).

### Language

Customize your Language Settings to change the language used to display the:

* Log In Text
* Email Text
* Password Text
* Remember Me Text
* Forgot Password Text


# Build a store
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-store

Learn to showcase your offerings by setting up your custom-designed Store page.

Learn to showcase your offerings by setting up your custom-designed Store page.

<div>
  <iframe />
</div>

***

## Building a store

Grow revenue and scale your business by building your very own online store.

With the [Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder), you can design a branded experience to feature your available Offers.

By default, your Store contains the [Offer Storefront sections](/articles/website/pages/how-to-add-offers-pricing-sections#offer-storefront) to provide a simple, straightforward template to begin adding your [Offers to your Store](../../sales/offers/how-to-add-offers-to-your-store).

And with the flexibility the Website Builder brings, you can build a Store that best represents you.

Add or remove Sections & Blocks, include popups, optins, and more. [Learn to customize your page with the website builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

<Note>
  **Note:** The Store page is a system page and contains limited page settings (e.g., the URL cannot be changed, the publish state cannot be adjusted).
</Note>

***

## To begin customizing your store:

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Select **Store** from your list of standard website pages:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Looking to sell physical products in your Store? [Learn to add a Shopify button to your site](/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons)
</Tip>


# Build a thank you page
Source: https://help.kajabi.com/articles/website/pages/how-to-build-your-thank-you-page

Learn to design your standard Thank You page with the Website Builder to display after every successful purchase.

Learn to design your standard Thank You page with the Website Builder to display after every successful purchase.

***

## What is the thank you page?

Share your appreciation for your customers after an Offer is purchased with your Thank You page.

By default, the Thank You standard website page has a short and sweet design to say thanks to your customers for purchasing.

With the Website Builder, you can elevate your customer's experience by designing a beautifully crafted Thank You Page built to delight your customers.

Creating a site on Kajabi generates an empty, default theme to help you get started with your content.

If you have just started with Kajabi, your Thank You page will display the default, site theme. This theme is not customizable.

Design your Thank You page and website pages by selecting a site template that best fits your brand.

[Learn to customize with the website builder.](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)

<Note>
  **Note:** Selecting a customizable site template will allow you to design your site according to your brand. However, you will not be able to revert to the empty, default site theme after selecting your customizable site template.
</Note>

***

## Building your thank you page

### To begin customizing your thank you page:

* Open the **Website** tab from the Dashboard.
* Click the **Pages** tab.
* Select **Thank You Page** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

***

## Customizing the offer thank you section

With the Website Builder, you can add and customize [Blocks](/articles/website/pages/add-blocks-to-your-page) and [Sections](/articles/website/pages/add-sections-to-your-pages) to create a unique Thank You page experience for your customers.

However, you may notice the Offer Thank You section when building your page. This section is unique to the Thank You Page design and does not exist in any other page.

To customize the offer Thank You section, simply click the section from the sidebar panel to access the settings:

<div>
  <iframe />
</div>

Customize your Offer Thank You section by entering your message into the thank you text field.

Your Thank You Text will be the default thank you message displayed on your thank you page after every successful purchase.

If you wish to create custom messages for individual Offers, you can do so by customizing your Offers After Purchase Setting. [Learn more.](../../sales/offers/how-to-include-additional-settings-for-your-offer)

Similar to the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customizing-your-text-block), you can expand the text editor and design your text with the text editor:

<img alt="Fullscreen_7_10_23__12_34_PM.jpg" />


# Change the language in the password recovery and password reset pages
Source: https://help.kajabi.com/articles/website/pages/how-to-change-the-language-in-the-password-recovery-and-password-reset-pages

Learn to edit the language for your Password Recovery and Password Reset pages.

## Password recovery

Edit the language for your Password Recovery page in the [global page settings of the Website Builder](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder).

[Learn about the website builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

### What is the password recovery page?

The Password Recovery page appears after a user clicks the [Forgot password button in the Login Page](../../contacts/manage-your-contacts/how-to-reset-your-customers-password#h_a14b791c-5fc5-45b8-ae37-1117f46c6237).

Your customer can submit their email address through the Password Recovery page to reset their password if the email address submitted exists in your Contacts tab.

Password Recovery page:

<img alt="recover password page" />

### How to edit the password recovery page

1. From the Dashboard, click the **Website** tab.
2. Select the **Website Pages** tab.
3. Select any page in your list of website pages.
4. Click **Customize**.
5. Open **Settings** from the sidebar panel.
6. Select **Password Recovery**.
7. Navigate to the sidebar panel to edit the language for each field:

<img alt="91F2AC23-C0F9-4508-968F-E57E1F1F7712.png" />

## Password reset

Edit the language for your Password Reset page in the global page settings of the Website Builder.

### What is the password reset page?

If your user has forgotten their password, they can reset their password through the Password Reset page.

[Learn how your customer can reset their password.](../../contacts/manage-your-contacts/how-to-reset-your-customers-password)

In the reset password instructions email your customer will receive, they'll be provided with the link to the Reset Password page:

<img alt="DFDB4E6B-C956-4773-8F45-518E50B1791F.png" />

If your user clicks the link provided in the email, they will be redirected to your Reset Password page to create a new password for their account:

<img alt="CA709D87-786F-4006-8097-0F64711B1C56.png" />

### How to edit the password reset page

1. From the Dashboard, click the **Website** tab.
2. Select the **Website Pages** tab.
3. Select any page in the list of website pages.
4. Click **Customize**.
5. Open **Settings** from the sidebar panel.
6. Select **Password Reset**.
7. Navigate to the sidebar panel to edit the language for each field:

<img alt="91F2AC23-C0F9-4508-968F-E57E1F1F7712.png" />


# Change the link of a header logo
Source: https://help.kajabi.com/articles/website/pages/how-to-change-the-link-of-a-header-logo

With the Code Editor available with Access or the Pro Plan, learn to change the link of your Header Logo.

With the Code Editor available with [Access](https://help.kajabi.com/hc/en-us/articles/360058304873) or the Pro Plan, learn to change the link of your Header Logo.

<div>
  <iframe />
</div>

<Note>
  **Note:** Changing the link of your Header Logo requires the Code Editor only available with the Pro Plan or [Access](https://help.kajabi.com/hc/en-us/articles/360058304873). Check out [kajabi.com/pricing](https://kajabi.com/pricing) for details on the Pro Plan.
</Note>

***

## What is the header logo?

The Header Logo is located at the top of your page to display your brand and identify your site. In addition to branding your page, the Header Logo behaves as a clickable link to lead your page visitors back to the homepage of your site:

<img alt="D9FEF71F-47F0-41C5-A663-FC3D90A08D68.png" />

Natively, the Header Logo is linked to the homepage of your site (i.e., [Template Home](/articles/website/pages/what-is-the-template-home) or [Custom Homepage](/articles/website/pages/change-your-homepage)).

However, if you wish to link to a different page when a visitor clicks your Header Logo, use the Code Editor available with the Pro Plan to change the link.

Looking to completely remove your Header Logo? Learn to customize your Header Logo in pages built with [Premier](/articles/website/pages/how-to-customize-your-header-in-your-page-with-premier) or [Kajabi Pages](/articles/website/pages/customizing-your-header).

***

## Changing the link with the website builder

First, copy the link you want your Header Logo to lead to.

Then, use the [Code Editor](/articles/website/pages/how-to-access-the-code-editor) to change your logo link:

* Open the **Code Editor** for your desired website page.
* Open the **Snippets** folder.
* Click open the `shared_block_logo.liquid` file.
* Locate `<a class="logo" href="/">` near or on line 14.

In this code snippet, replace the forward slash (/) with your full URL (e.g., [https://help.kajabi.com](https://help.kajabi.com)):

<img alt="88C230FD-CB72-4DC6-8759-7AF37C46925B.png" />

After updating your Header Logo with your desired link:

* Click **Save** to keep your changes.

After the Save button has transitioned from blue to white:

* Click **Preview** to test your new Header Logo link.

***

## Changing the link with Kajabi Pages

<Note>
  **Note:** Changing the Header Logo link will also change the link in the [Page Footer](/articles/website/pages/customizing-your-footer) for your pages.
</Note>

First, copy the link you want your Header Logo to lead to.

Then, use the [Code Editor](how-to-access-the-code-editor#page-theme) to change your logo link for a page:

* Open the **Code Editor** for your desired page.
* Open the **Snippets** folder.
* Click open the `shared_block_logo.liquid` file.
* Locate `<a class="logo" href="/">` near or on line 14.

In this code snippet, replace the forward slash (/) with your full URL (e.g., [https://help.kajabi.com](https://help.kajabi.com)):

<img alt="88C230FD-CB72-4DC6-8759-7AF37C46925B.png" />

After updating your Header Logo with your desired link:

* Click **Save** to keep your changes.

After the Save button has transitioned from blue to white:

* Click **Preview** to test your new Header Logo link.

***

## Changing the link with Premier

First, copy the link you want your Header Logo to lead to.

Then, use the [Code Editor](/articles/website/pages/how-to-access-the-code-editor) to change your logo link for a page built with Premier:

* Open the **Code Editor** for your desired landing page built with Premier.
* Open the **Sections** folder.
* Click open the `header.liquid` file.
* Locate `<a href="/" kjb-settings-id="#########{{ kjb-H-LogoText }}">` near or on line 9.
* Similarly, locate `<a href="/" class="logo logo--image">` near or on line 14.

For both snippets of code, replace the forward slash (/) with your full URL (e.g., [https://kajabi.com](https://kajabi.com)):

<img alt="6E8BF1DC-CB3C-4874-BA82-7A616ABE8938.png" />

After updating your Header Logo with your desired link:

* Click **Save** to keep your changes.

After the Save button has transitioned from blue to white:

* Click **Preview** to test your new Header Logo link.


# Collect reviews on a Kajabi site
Source: https://help.kajabi.com/articles/website/pages/how-to-collect-reviews-on-your-kajabi-site

Learn to display reviews and ratings on your pages with EmbedSocial.

Learn to display reviews and ratings on your pages with EmbedSocial.

***

## Collecting reviews

With Kajabi, you can build various website widgets including a Reviews Trust Bar and Social Proof widget to display ratings and reviews from multiple platforms directly onto your page with Kajabi Pages. [Learn more](/articles/website/pages/how-to-add-a-website-widget-to-your-page).

Additionally, you can showcase ratings and reviews by embedding a third-party application review widget in a page.

With the many third-party applications that allow you to display your reviews and ratings directly from your website, we recommend finding the tool that best fits your business.

For the purpose of this guide, we will be embedding the review widget from EmbedSocial.

With EmbedSocial, capture reviews and ratings in real-time from social media, web forms, email, and more with their Zapier integration.

[Learn more about embedding reviews with EmbedSocial.](https://embedsocial.com/products/embedreviews/)

<Note>
  **Note:** Don't want to use EmbedSocial? Use your preferred review widget by copying and pasting your widget embed code into Kajabi. Skip to adding your embed code into Kajabi below.
</Note>

***

## Creating your review widget with EmbedSocial

Showcase your reviews and ratings on your site by embedding your EmbedSocial review widget into your page built with Kajabi.

### Step 1. Get started on EmbedSocial to embed reviews

Get started by creating an account with EmbedSocial (if you don't have an account already):

* [Click here](https://embedsocial.com/products/embedreviews/) to create your EmbedSocial account.
* After creating your account, log in to create and customize your review widget:

<img alt="29D0658B-EBF9-44F5-B59F-63C554E862AF.png" />

### Step 2. Create your widget

EmbedSocial allows you to connect your desired social platforms and more to collect reviews to display on your site.

Select your review [source](https://help.embedsocial.com/en/articles/2324922-what-is-a-source) (Google, Yelp, Facebook, etc.) and connect your account:

* Click **Sources**.
* Select **+ Add Source** in the top right corner of the page.
* Select your desired source.
* Log into your source account to connect.
* Then, customize your widget with the sidebar control panel on the far right:

<img alt="F8A66E06-9565-41E3-A903-E3A791834889.png" />

[Learn how to get started with EmbedSocial.](https://help.embedsocial.com/en/articles/6341404-what-is-an-embedsocial-widget-and-how-to-add-it-to-your-feedlink-page)

### Step 3. Copy your widget code

After creating your EmbedSocial review widget, copy your code to add the widget to your page built with Kajabi:

* Navigate to the right sidebar editor.
* Open **YOUR CODE**.
* Click **Copy code**:

<img alt="78467C87-4E0B-4558-ACC2-646CC73AEC4B.png" />

After copying your widget code, continue reading to learn how to add your review widget to your Kajabi page.

***

## Adding your review widget onto your page

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

Adding a review widget to your site is as simple as copy and paste.

If your review sharing tool provides an embed code, you can add your preferred widget to your page with a Custom Code Block.

### Step 1. Customize your page

Before pasting your embed code into a page, create or select your desired page to display your reviews and ratings.

Add your review widget to various pages of your site, including:

* [Homepage](/articles/website/pages/how-to-build-your-custom-homepage)
* [Library page](/articles/website/pages/customizing-your-library-page)
* [About page](/articles/website/pages/how-to-build-your-about-page)
* [Funnel page](../../marketing/funnels/how-to-customize-a-funnel-page)
* [Sales page](/articles/website/pages/how-to-add-pages-to-your-website) (a landing page promoting an Offer)

With Kajabi, showcase your reviews and ratings on any page built with Kajabi Pages and the Website Builder.

With [Kajabi Pages](/articles/website/pages/pages-explained) and the [Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) you can add custom code to your standard website pages, standalone landing pages, and funnel pages to add your unique review widget.

Want to create a new page? [Learn to create a new landing page to add your review widget.](/articles/website/pages/how-to-add-pages-to-your-website)

### Step 2. Add a custom code block

Add a Custom Code Block to a page built with the Website Builder or Kajabi Pages to paste in your unique widget code:

* After copying your widget embed code, navigate to your Kajabi page.
* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Content**.
* From the list, select **Custom Code**.
* Your newly created Custom Code Block will generate at the bottom of the Section:

<div>
  <iframe />
</div>

[Learn to customize your Custom Code Block.](add-custom-code-to-pages#customize-your-custom-code-block)

### Step 3. Paste in your widget code

After adding a Custom Code Block to your page, paste your widget code into your block:

* Hover over your Custom Code Block and click **Edit**.
* Paste your review widget code into the Code field.
* Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After adding your review widget code, design the overall appearance of your Custom Code Block and Section to fit the design of your page. [Learn more](add-custom-code-to-pages#customize-your-custom-code-block)

<Tip>
  **Tip:** By default, your Custom Code Block has a width of 6 columns. Adjust your block width to fit your design and widget. [Learn to adjust your block width.](/articles/website/pages/how-to-customize-the-block-width)
</Tip>

Now that you've successfully added your review widget to your page, watch as your reviews display on your page.


# Compress a video file using Handbrake
Source: https://help.kajabi.com/articles/website/pages/how-to-compress-a-video-file-using-handbrake

Learn to use Handbrake to compress your video files.

Learn to use Handbrake to compress your video files.

<div>
  <iframe />
</div>

***

## Why compress my videos?

**Compressing your videos is required for files larger than 4GB, but is also beneficial for a number of reasons with and without Kajabi.**

For example, if you simply want to share your videos (whether by website, social media, messaging, etc.), compression reduces the file size to make it easier to process.

But, in this case, if you want to upload your videos with Kajabi, your video files must be within the 4GB file size limit.

We recommend downloading [Handbrake](https://handbrake.fr/downloads.php) to compress your videos.

**But remember, there are a lot of tools out there.**

The best recommendation is to research and find the video compression tool that you prefer.

***

## Compressing your videos with Handbrake

### Step 1. Download Handbrake

<Note>
  **Note:** This guide uses Handbrake for MacOS 10.11 and later. Read [Handbrake's documentation](https://handbrake.fr/docs/en/1.5.0/) for additional assistance.
</Note>

Follow along with this guide by first downloading Handbrake to your device.

[Click here to Download Handbrake](https://handbrake.fr/downloads.php).

### Step 2. Compressing your video

* Click **Open Source** and choose a file to compress with Handbrake.
* Set the **Format** to MP4.
* Set the **Dimensions** (typically 1920x1080).
* Click **Video** and make sure the **Video Encoder** is set to **H.264**.
* Choose the **Destination** in the bottom right-hand corner by selecting **Browse** (consider choosing Desktop so the file is easy to find after compression).
* Click **Start**:

<div>
  <iframe />
</div>

<Note>
  **Note:** When uploading videos that were recorded from a screen capture application such as Loom, Zoom, etc., Kajabi may be unable to complete the upload as these videos are not web optimized. To resolve this issue, select the "Web Optimize" button located in the summary tab (under where you selected a format).
</Note>

### Step 3. Locating your compressed video

After your video has finished encoding, locate your compressed file in the Destination you selected (located in the bottom right corner of Handbrake):

<img alt="67A66C8F-F9D7-4C44-807B-C047950C1930.png" />

<Tip>
  **Tip:** Are you having issues uploading your video? [Here are some troubleshooting tips](../../products/courses/how-to-troubleshoot-videos-not-uploading-or-playing).
</Tip>


# Connect landing pages to a website
Source: https://help.kajabi.com/articles/website/pages/how-to-connect-your-landing-pages-to-your-website

Learn to link your Landing Pages to your website with navigation menus and buttons.

Learn to link your Landing Pages to your website with navigation menus and buttons.

<div>
  <iframe />
</div>

***

## Website pages vs. landing pages

Website Pages are the standard site pages Kajabi has created and connected for you that make up the foundation of your website.

Standard Website Pages include pages like your:

* [Homepage](/articles/website/pages/how-to-build-your-custom-homepage)
* [Library Page](/articles/website/pages/customizing-your-library-page)
* [Login Page](/articles/website/pages/how-to-build-your-login-page)

But you may need more than just the essentials to make your website work for your business.

This is where your standalone pages (i.e. Landing Pages) come in.

Landing Pages are independent pages that can be connected to your standard Website Pages or used separately.

Your unique standalone Landing Pages can be used to:

* Encourage opt-ins to grow your list. [Learn about Forms on Kajabi.](../../marketing/forms/create-and-build-your-form)
* Provide supporting materials (e.g., video content, downloadable files). [Learn to add downloadable files.](/articles/website/pages/how-to-upload-a-pdf-onto-a-page)
* Create Sales Pages for your digital products.

The sky is the limit with your custom Landing Page. Build and design your Landing Pages to work for your unique business.

Looking to expand your website with Landing Pages?

Continue reading to learn how to connect your Landing Pages to your website using navigation menus and call to action buttons.

***

## Creating navigation menus

Navigation menus provide a set of links to help your website visitors easily navigate between pages.

*Navigation menu example:*

<img alt="184501B2-C38D-4475-ADCE-7748317B898C.png" />

Typically, navigation menus can be found in the header and footer (i.e., the top and bottom) of a page.

With Kajabi, you can use navigation menus (also referred to as [link lists](/articles/website/pages/how-to-add-a-link-list-block)) in the headers, footers, and various sections of your pages.

Connect your Landing Pages to your website by adding your Landing Page links to the navigation menu(s) used on your standard Website Pages.

### How to add your landing page to a navigation menu:

* From your Dashboard, select the **Website** tab.
* Then, select the **Navigation** tab.
* Locate the navigation menu you wish to update with your Landing Page link.
* Click **+ Add** and select **Add Page**.
* Enter your link Name (note: this is the link name that will appear in your navigation menu).
* Then, select your Landing Page from the "Linked object composite" dropdown menu.
* (Optional) Select the **Visible to logged in users only** checkbox if you want the link to only appear for logged in customers of your site.
* Click **Save** to keep and apply your changes.
* Preview a Website Page containing the navigation menu you updated to verify your changes:

<div>
  <iframe />
</div>

### Link types:

* **Product** - Add a navigation link to a **Course Module** or **Lesson**.
* **Page** - Add a link to any of your **Website** or **Landing Pages** in Kajabi.
* **Link** - Add a link to any URL.

[Learn more about building your navigation menus](../../website/navigation/build-navigation-menus)

***

## Adding call to action buttons

Don't want to link your Landing Page in a navigation menu?

Add a Call to Action button to your page instead.

You can build sales pages for your offers, opt-in pages to subscribe contacts to your list, promotional campaigns, and more with your custom Landing Pages.

Then, add a Call to Action button to a standard Website Page (like your homepage) to encourage your site visitors to view your custom Landing Page.

**What is a Call to Action?**

A Call to Action is typically used to provoke an immediate response from your site visitors to subscribe or purchase.

Kajabi has built a Call to Action button which can be used for a variety of purposes by configuring the Button Action:

* Lead a visitor to a custom **Landing Page**
* Lead to a sale by going to a **Checkout Page**
* Encourage your audience to **download a file**
* Lead to any page with a **URL**
* Open a **Two Step Opt-in Popup**
* Act as a link to **lead to a section of the page**

*Example Call to Action button:*

<img alt="BF0933A7-5898-498E-803B-75203A66C084.png" />

Connect your Landing Page(s) to your standard Website Page(s) by adding a Call to Action button.

### How to add a Call to Action button to your page:

* Open the **Website** tab from the Dashboard.
* Open the page editor for your standard Website Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Call to Action**. Your newly created Call to Action will generate at the bottom of the Section.
* For the Button Action, select **Go to a Landing Page**.
* Choose your Landing Page from the dropdown menu.
* Customize your Call to Action. [Learn more](/articles/website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customizing-your-call-to-action-block)
* Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

[Learn more about Calls to Action](/articles/website/pages/how-to-use-a-call-to-action).


# Convert an image to PNG
Source: https://help.kajabi.com/articles/website/pages/how-to-convert-an-image-to-png

The most compatible image filetype with Kajabi is PNG. If your image is not uploading properly, try converting it to PNG format.

The most compatible image filetype with Kajabi is PNG. If your image is not uploading properly, try converting it to PNG format. Learn to convert an image into a PNG file type.

***

## Using an online image converter tool

### Step 1: Find an image converting tool

There are many image converting tools to choose from. We recommend researching and finding the tool that you prefer and that best fits your business needs.

In this guide, we use the [Online Converter Tool to PNG](https://image.online-convert.com/convert-to-png).

### Step 2: Start conversion

* Open your preferred image converter tool (to follow along with this guide, [click here](https://image.online-convert.com/convert-to-png)).
* Drag and Drop or Select your File:

<img alt="FB73826C-52AE-4120-BACE-AFB6ACC38C55.png" />

* Click **Start conversion**:

<img alt="C96A5A6E-C40E-4C89-A1F4-DB45AFC3E2BB.png" />

### Step 3: Download converted file

After converting your file to PNG, your file may download to your computer automatically. But if it doesn't, click **Download**:

<img alt="7E4B39B8-C502-454B-9FA2-67B303C3F8B0.png" />


# Copy a page link
Source: https://help.kajabi.com/articles/website/pages/how-to-copy-your-page-link

Learn to copy your Page URL to share, link, and connect your content like your emails, buttons, and more to your Page.

## Overview

Copy your Page URL to share, link, and connect your content like your emails, buttons, and more to your Page.

<div>
  <iframe />
</div>

***

## Copying your landing page link

Link your landing pages with navigation menus or keep them separate and use various mediums such as marketing emails or social media accounts to drive traffic to your landing pages.

To copy your landing page link:

* Open the **Website** tab from the Dashboard.
* Click the **Pages** tab.
* Select the **Landing** tab.
* Locate the Page you wish to use and click `...`.
* From the dropdown menu, click **Copy URL**:

<div>
  <iframe />
</div>

***

## Copying your website page link

Your system website pages are built with the [Website Builder](./customizing-your-website-pages-with-the-website-builder).

By default, your [standard website pages](./customizing-your-website-pages-with-the-website-builder#h_01EN1JN9B28AMX6MRCKTTCAN3N) are connected for you with various navigation menus to make up the foundation of your website:

<img alt="Screen_Shot_2021-06-30_at_8.39.45_AM.png" />

[Learn to build navigation menus](../navigation/build-navigation-menus)

Unlike landing pages, your standard website page links cannot be changed.

A standard website page link contains your Kajabi subdomain or your [custom domain](../../marketing/email-campaigns/connecting-a-custom-email-domain) and a path to specify the page.

For example, if your domain is `https://myamazingsite.mykajabi.com`, then your [About page](./how-to-build-your-about-page) (a system website page) link would be, `https://myamazingsite.mykajabi.com/site/about`:

<img alt="0BAD5AB5-A41A-45B1-86A7-47C40BEA4C44.png" />

### Standard website page paths

* About: `/site/about`
* Contact: `/site/contact`
* Library: `/library`
* Member Directory: `/member_dashboard/members`
* Announcements: `/member_dashboard/announcements`
* Blog: `/blog`
* Login: `/login`
* Store: `/store`

Create navigation menus with your standard website pages by entering the website page path (e.g., `/site/about`) as the link:

<img alt="Screen_Shot_2021-06-30_at_8.49.27_AM.png" />

To copy your website page links:

* Open the **Website** tab from the Dashboard.
* Click the **Pages** tab.
* Locate the Page you wish to use and click `...`.
* From the dropdown menu, click **Copy URL**:

<div>
  <iframe />
</div>


# Create a fixed header on a page
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-fixed-header-on-your-page

Learn to create a fixed or sticky Header that moves with your page as you scroll.

## Overview

Create a fixed or sticky Header that moves with your page as you scroll, keeping your navigation visible to visitors at all times.

<div>
  <iframe />
</div>

***

## Changing your header behavior

Customize your Header with the editing tools available with [Kajabi Pages](./pages-explained) and the [Website Builder](./customizing-your-website-pages-with-the-website-builder) to move your Header with your page as your page visitors scroll.

With a fixed or sticky Header, your users can access and view your Header regardless of the Section they are engaging with.

This feature is not available with the legacy template, Premier.

<Note>
  **Note:** Fixed Headers will only display for users viewing your page on Desktop devices, not Mobile devices.
</Note>

### Customizing your header behavior

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar and click **Header**.
* Select **Enable Sticky Header**.
* Click **Save** to apply and keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** If you are customizing the Header in a landing page, open the Desktop Layout Section Setting and select **Fixed on scroll**. Be sure to click **Save** to apply and keep your changes.
</Note>


# Create a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-new-page-with-premier

Learn to build your landing pages with the legacy template, Premier.

## Overview

Build your landing pages with the legacy template, Premier.

<div>
  <iframe />
</div>

<Warning>
  **Important:** Creating your landing page with the legacy template, Premier, will not include the newest features available with Kajabi Pages. A page built with Premier cannot be transferred to Kajabi Pages to access the newest features. If you wish to use the Kajabi Pages Templates, please refer to the updated guide [here](./how-to-add-pages-to-your-website).
</Warning>

***

## Creating a page with Premier

To create a landing page with the legacy template, Premier:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the **Landing** page tab.
* In the top right corner of the page, click **+ New Landing Page**.
* Scroll to the very bottom of the page.
* Click **Kajabi Legacy Templates**.
* Select one of the styles.
* Click **Get Started**.
* Enter your landing page title (note: the title will be displayed in your user's browser tab).
* Click **Save** to begin customizing your page:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** The title given to a newly created page will reflect in the page URL.
</Tip>

<img alt="How_to_Create_a_New_Landing_Page___Kajabi_-_Kajabi_Help_Center.png" />

Learn how to customize your page details [here](./customize-your-page-details).


# Create a section with images
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-section-with-images

Learn to add preset Image Sections to your custom landing page with Kajabi Pages.

## Overview

Add preset Image Sections to your custom landing page with Kajabi Pages to create visually engaging content.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](./how-to-add-an-image-to-your-page-with-premier).
</Note>

***

## What is an images section?

The Images Section streamlines the build of your Page to display your uploaded Images in various layouts known as Preset Image Sections.

Images draw your user's attention and lead them through the story of your Page.

The right images and layout can grow your brand while creating and setting the tone and style of not only your page, but also your business.

[Learn to customize your images with Adobe Express](./how-to-customize-your-images-on-kajabi-with-adobe-express).

### Adding an images section

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Images** to Preview.
* Click **Add** to generate the Preset Section to your Page:

<div>
  <iframe />
</div>

***

## Preset image sections

Learn about each Preset Image Section:

* Image
* Text & Image
* Image Gallery

### Image

Use images to help set a tone, show your personality, and present your brand on your site.

Adding an Image Section to your Page generates a single Image Block:

<img alt="1273E34E-48D1-4348-915A-41AA9C3586A6.png" />

Customize your Image Section by editing the [Image Block](./how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

### Text & Image

Combine image and text blocks to create a simplistic approach to show and tell your story to your audience.

Adding a Text & Image Section generates a single Text Block and a single Image Block:

<img alt="0FEAE998-876F-4E70-9C15-2E048E219130.png" />

Customize your Text & Image Section by editing the [Image Block](./how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

### Image Gallery

Display an array of Images without using an excessive amount of space on your site. This organization tool allows you to group a combination of photos with simplicity and uniformity.

Adding an Image Gallery generates six Image Blocks to display your uploaded Images:

<img alt="B82B2C73-A94B-4A6F-AF0E-8947EDAB5410.png" />

Customize your Image Gallery Section by editing the [Image Block](./how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

Read [How to Add an Image Gallery Section](./how-to-add-an-image-gallery-to-your-page) to your Page for more details.


# Create a section with videos in a page
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-section-with-videos-in-your-page

Learn to add Preset Video Sections to include engaging and informative video content in your pages built with Kajabi.

## Overview

Add Preset Video Sections to include engaging and informative video content in your pages built with Kajabi.

<div>
  <iframe />
</div>

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](./how-to-add-a-video-to-your-page-with-premier).
</Note>

***

## Adding a videos section

Create an engaging video experience for your page visitors by selecting a Video Section to add to your page.

### To add a video section to your page

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select your Section from **Videos**. Your newly created Video section will generate at the bottom of your page.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Preset video sections

Click the following sections to learn more:

* Video
* Text & Video
* Video Gallery
* Video Embed

### Video

Adding a Video Section to your page is an entertaining and impactful way to engage with your audience.

Add the Video Section to generate a single Video Block to your Section:

<img alt="DD857171-8391-47ED-84E6-4A2470C9C90D.png" />

Customize your Video Section by editing the [Video Block](./how-to-add-a-video-block-to-your-pages#customize-your-video-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

### Text & Video

Text and Video Blocks used together are a natural combination to show and tell your page visitors information about you, your brand, and your product.

Add a Text & Video Section to generate a single Text Block and a single Video Block:

<img alt="1A957C57-35C8-45E4-9801-77ACE0EC805A.png" />

Customize your Text & Video Section by editing the [Text Block](./how-to-add-a-text-block-to-your-page#cus), [Video Block](./how-to-add-a-video-block-to-your-pages#customize-your-video-block), and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

### Video Gallery

Similar to the [Image Gallery](./how-to-add-an-image-gallery-to-your-page), adding a Video Gallery to your page helps organize groups of videos in a single Section.

Adding a Video Gallery Section generates four Video Blocks:

<img alt="27446F23-BFA4-48A7-842E-E3CA5A849E31.png" />

Customize your Video Gallery Section by editing the [Video Block](./how-to-add-a-video-block-to-your-pages#customize-your-video-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)

<Tip>
  **Tip:** Want to add more videos? Add additional Video Blocks to your Video Gallery to add more videos. [Learn more](./how-to-add-a-video-block-to-your-pages)
</Tip>

### Video Embed

Embedded videos are videos that are hosted by a provider such as Wistia, YouTube, or Vimeo and linked onto another site.

Use Embedded videos when you do not have a downloaded copy of the video, but have permission to share the video on your page.

Adding a Video Embed Section generates a single Video Embed Block:

<img alt="47A205CA-5438-459E-BBC6-10D5B1D86A2A.png" />

Customize your Video Embed Section by editing the [Video Embed Block](./how-to-add-a-video-embed-block#customize-your-video-embed-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](./how-to-customize-your-section-background-settings)
* [Section Layout](./customizing-section-layout-settings)
* [Time Reveal](./customizing-time-reveal-settings)


# Create a spacer on a page
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-spacer-on-your-page

Learn to create a spacer section with custom content to organize and separate your page content.

## Overview

Create a spacer section with custom content to organize and separate your page content for better readability.

<Note>
  **Note:** This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, use the Spacer Block to add a spacer to your page.
</Note>

***

## What is a spacer?

A spacer is a dividing space to visually break up your content:

<img alt="1DB82138-B25E-4517-B736-A99F8D3D0FFA.png" />

Use this design strategy to encourage your visitors to read through your page with easy-to-consume, beautifully organized content.

***

## How to add a spacer

With the page editing capabilities available with your pages on Kajabi, add a spacer with a custom section.

### Step 1. Add a custom section

To add a spacer:

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select **Custom Section** to Preview.
* Click **Add** to generate the section onto your page:

<div>
  <iframe />
</div>

### Step 2. Determine the location of your spacer

After adding your custom section, rearrange the sections on your page to place your spacer in your desired location.

To rearrange your sections:

* Navigate **Back** to view your list of sections in the sidebar.
* In the sidebar editor, click `=` and hold while dragging the section to your desired location.
* Release the section and click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Step 3. Customize your section padding

Customize the section padding in your newly added section to adjust the spacing size to best fit your page design. [Learn more](./customizing-section-layout-settings#desktop-layout)

To customize your section padding:

* Click the custom section to edit.
* Navigate to the Section Settings and click **Desktop Layout.**
* Use the arrows to select your desired value or enter your desired value into the field.
* Be sure to click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

### Step 4. Preview your page

Click the "Preview" icon in the top right corner of your editor to preview your page:

<img alt="64207B8F-8C67-44AC-B3B0-77B6750FE64D.png" />

[Learn to preview your page](./preview-your-page)


# Create a telephone link
Source: https://help.kajabi.com/articles/website/pages/how-to-create-a-telephone-link

Learn to add a telephone link to your page with a Call to Action (CTA) button.

## Overview

Add a telephone link to your page with a Call to Action (CTA) button to make it easy for visitors to contact you.

<div>
  <iframe />
</div>

***

## What is a telephone link?

A telephone link is a click-to-call button used to automatically open the default phone app on a visitor's device when clicked:

<div>
  <iframe />
</div>

Telephone links can be used to encourage your page visitors to reach out to you with an easy-to-click button.

To create a telephone link, include the link `tel:` followed by the phone number you wish to automatically populate in the default phone app of your visitor's device.

For example, the link could be `tel:555-555-5555` to open the phone app with the phone number pre-populated. This helps your user easily contact you via a phone call.

Want to add an email link to encourage your page visitors to send an email? [Learn to add a Mailto link with a CTA](./how-to-add-a-mailto-link-with-a-cta).

***

## How to add a telephone link

### Step 1. Create a Call to Action (CTA) button

Use a CTA to insert your telephone link in your Pages, Email Campaigns, and Products with a button.

We recommend using a Call to Action to link your phone number. Want to learn more about the Call to Action? [Learn to use a Call to Action](./how-to-use-a-call-to-action).

For the purpose of this guide, we will create a Call to Action (CTA) in a landing page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Click **Add Section**.
* Select **Call to Action**.
* Click **Add**. Your newly created Section will generate at the bottom of your page:

<div>
  <iframe />
</div>

### Step 2. Insert your telephone link

Open the CTA to insert your telephone link:

* In the sidebar, open the **Text** block.
* Navigate to Block Settings and click **Call To Action**.
* Under Button Action, select **Go to a URL**.
* In the empty field below Button Action, enter your telephone link (e.g., `tel:555-555-5555`).
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** [Test your page](./preview-your-page#h_c1dae47b-74d9-4b05-9bbd-7e59dd06662a) with your Call to Action to ensure that everything looks the way you intend.
</Tip>


# Create member only pages
Source: https://help.kajabi.com/articles/website/pages/how-to-create-member-only-pages

Learn to create pages that can only be accessed by logged in customers.

## Overview

Create pages that can only be accessed by logged in customers to offer exclusive content to your paying audience.

<div>
  <iframe />
</div>

***

## What are member only pages?

Member only pages are custom website pages that are locked behind a login to only allow your customers to access your custom pages.

Need a page to host your Member-only Webinar? Looking to provide exclusive, valuable content to your customers with a stylized page?

Build a custom website page and set visibility to Members only.

<img alt="C58B84F3-5754-4A9D-94C1-D47CA0A010AE.png" />

### What will they see?

If a visitor (i.e., not a paying customer) attempts to access the page without logging in, they will encounter your 404 system page:

<img alt="3A55CC77-36CA-463E-86EC-DD3D75D9DA72.png" />

If a customer (i.e., Member) is logged into your site they will be able to access your custom website page.

***

## How to create a member only page

To create a member only page, you must first create a new custom website page.

<Note>
  **Note:** Member only pages can only be created for website pages and are not available for landing pages.
</Note>

After creating the page, you can update the page details to set visibility to Members only.

### Step 1. Create a new website page

* Open the **Website** tab from your Dashboard.
* Click the **Pages** tab.
* Select the **Website** folder.
* Click **+ New Website Page** in the top right corner.
* Enter the name for your new website page.
* Then, click **Customize Page** to begin building your custom page:

<div>
  <iframe />
</div>

Proceed to customize and build your page. [Learn to customize your website pages](./customizing-your-website-pages-with-the-website-builder).

After customizing your page, continue to step 2.

### Step 2. Edit website page details

After creating your new website page, edit your website page details:

* Navigate to the top left corner of your page editor.
* Click **Back to Website Pages**.
* Locate your newly created website page.
* Click the `…` icon to the right of your website page.
* Select **Edit Details**.
* Navigate to the Member visibility toggle.
* Click the **toggle** to limit visibility to members only.
* Be sure to click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

After setting your website page to limit visibility to members only, if a logged-out visitor attempts to access the page through a button or the page link, they will not be able to access the page.


# Customize the block width
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-the-block-width

Learn to customize your Block Width and to change the appearance of your Block.

## Overview

Customize your Block Width to change the appearance of your Block and control how much space it occupies within a section.

<div>
  <iframe />
</div>

***

## Adjusting the block width

Each Section of your Page is divided into a 12-column grid. Adding content (with Blocks) places your Blocks within the Section's 12-column grid.

When customizing your Block, you can adjust the amount of space your Block takes up in a Section to change the overall appearance of your content in the Section.

Be mindful of the effect a block's width may have on other blocks in the section.

### How to change your block width

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar panel.
* Select the **Section** containing the Block you wish to edit.
* Then, click into the **Block**.
* At the top of the block, select the **Column Number** to change the Block Width.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Enable Grid and Guides to take control of the build of your page and ensure better accuracy and symmetry in your designs. [Learn more](./build-your-page-with-design-tools)
</Tip>


# Customize the font on a page
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-the-font-on-your-page

Learn to customize your font with the Style Guide for your standard website pages, standalone pages, and funnel pages built with the latest page editor.

## Overview

Customize your font with the Style Guide for your standard website pages, standalone pages, and funnel pages built with the latest page editor.

<div>
  <iframe />
</div>

***

## Change your font

Fonts play a significant role in the personality and character of your copy.

Select the font that fits your brand from the Style Guide available for pages built with the latest page editor.

[Learn to customize your pages with the Style Guide](./customize-your-page-font-and-style-with-the-style-guide).

In the Font settings of your Style Guide, select from a variety of Font Types, customize the Font Weight, and adjust the Line Height for your Text Body and Headings.

### To change your fonts

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* Scroll down to the **Fonts** section and configure your Fonts settings:

<div>
  <iframe />
</div>

<Note>
  **Note:** Looking to use Google Fonts or your licensed font file? [Click here](./add-custom-fonts) to learn how to add custom fonts.
</Note>

***

## Customize your font colors

Customize your Font Colors to brand your Body and Heading Font across your page.

With the [Style Guide](./customize-your-page-font-and-style-with-the-style-guide) available with the [Website Builder](./customizing-your-website-pages-with-the-website-builder) and [Kajabi Pages](./pages-explained), you can customize your font to reflect the colors of your brand.

<Note>
  **Note:** Looking to customize individual letters of your Text? Learn to [add and customize your Text Block](./how-to-add-a-text-block-to-your-page#customize-your-text-block).
</Note>

### To change your body and heading font colors

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* There, scroll down to the **Font Colors** section.
* Click the colored circle next to Body Font Color or Heading Font Color to select a new color:

<div>
  <iframe />
</div>

Customize your colors by clicking the color wheel and then entering your RGB color code or by using the sliders to choose your color.

* The **square box** allows you to adjust the brightness and saturation of your color.
* The **horizontal rainbow bar** allows you to select the hue.
* The **horizontal gradient bar** allows you to select the opacity of your color.

Looking to use Google Fonts or your licensed font file? [Click here](./add-custom-fonts) to learn how to add custom fonts.

***

## Optimize your desktop and mobile font sizes

Design your page to look great on both desktop and mobile devices.

With pages built with the [Website Builder](./customizing-your-website-pages-with-the-website-builder) and [Kajabi Pages](./pages-explained), you can customize your Font Sizes for optimal Desktop and Mobile viewing.

This ensures that no matter which device type your audience is using, your typography looks exactly how you intend.

On Kajabi, your text size is based on standard web heading sizes:

* Heading 1 (h1) is generally the largest and is great for titles.
* Heading 2 (h2) is generally the next largest, and so on for Headings 3 (h3), 4 (h4), 5 (h5) and 6 (h6).
* Your "Body" size refers to the standard paragraph text, like what you're reading right now. By default, the "Body" size is the paragraph text or small text in a [text block](./how-to-add-a-text-block-to-your-page).

### To change your heading and body font sizes

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and open **Settings**.
* Click **Style Guide**.
* Scroll to the bottom of the sidebar editor and locate **Desktop Font Sizes** and **Mobile Font Sizes**.
* Click into each dropdown menu to configure your font sizes. Font sizes are listed in pixels (like you'd see in your Word Processing program):

<img alt="5A85E9DC-4BEC-4418-831B-B164FA42B6AC.png" />

<Tip>
  **Tip:** Customize your Desktop and Mobile font sizes with the corresponding Preview located in the bottom right corner of the Template Editor.
</Tip>


# Customize fonts and colors in Premier page settings
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-your-fonts-and-colors-in-your-premier-page-settings

Configure your pages to look great using page settings to ensure your default Colors, Fonts, and more are the same throughout your page.

## Overview

Configure your pages to look great using page settings to ensure your default Colors, Fonts, and more are consistent throughout your page.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](./customize-your-page-font-and-style-with-the-style-guide).
</Note>

***

## Colors

### To change the primary color on your Premier page

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](./how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* In the sidebar editor, click the **Settings** header.
* Click into the **Color Scheme**.
* There, click the colored circle and select from your site color palette:

<div>
  <iframe />
</div>

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The vertical bar allows you to select the hue.
* The square box allows you to select a color.
* The horizontal bar allows you to select the transparency of your color.

***

## Typography

Fonts play a significant role in the personality and character of your brand.

In Typography Settings, you'll find a wide variety of Font Types and Font Colors to brand your page.

### To change your font colors, size, and type

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](./how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* In the sidebar editor, click the **Settings** header.
* Click **Typography**:

<div>
  <iframe />
</div>


# Customize a footer in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-your-footer-in-your-page-with-premier

A Footer can be used to provide copyright information, and often menu items are duplicated in the Footer as well. Learn to customize your Footer using the Premier Template.

## Overview

A Footer can be used to provide copyright information, and often menu items are duplicated in the Footer as well. Learn to customize your Footer using the Premier Template.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](./customizing-your-footer).
</Note>

***

## Edit the footer

In the Section Settings, you can customize your Footer background color and visibility. You can also edit the Footer content:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Click on the page you wish to customize, to open the [page editor](./how-to-get-to-the-page-editor).
* From the page editor, click **Footer** in the sidebar.
* Then, begin customizing your Footer Logo, Copyright, Menu, and Social Icons.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customize the footer

In Kajabi, you can add a Logo, a Navigation Menu, and Copyright Content to your Website Footer. Additionally, the Footer is a great place to display your Social Icons.

### Logo

Click **Show Logo** to display your uploaded Logo image. If you wish to remove your Logo, simply deselect **Show Logo**:

<img alt="9CEBAD9D-41B2-487C-A5AB-08F08B7B0412.png" />

### Menu

<img alt="87A9553A-E18B-4D81-A082-CBE96CFDE9CD.png" />

### Copyright

<img alt="3EE873BC-4E60-4895-91AE-717D2FC8AA58.png" />

### Add social icons to your footer

* Under the Social Icons header, check the **Show Social Icons** box.
* Then, enter the full URL for your social media accounts.
* Begin customizing the icons.
* Click **Save** to keep your changes:

<Note>
  **Note:** Kajabi currently only supports social links for the following:

  Facebook, X, Instagram, YouTube,Pinterest, Vimeo, Github, iTunes, LinkedIn, Soundcloud, Yelp, Tumblr, Slack, Flickr, Dribble, TikTok, Medium, Spotify, and Podcasts.
</Note>

<img alt="F1F30FC0-6C0C-43F9-BE55-157BA133224F.png" />

***

## Hide the footer

If you prefer to hide the Footer altogether, you can do so in your Section Settings as well:

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Click on the page you wish to customize, to open the [page editor](./how-to-get-to-the-page-editor).
* From the page editor, click **Footer** in the sidebar.
* Then, uncheck the **Show Footer** checkbox.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Customize a header in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-your-header-in-your-page-with-premier

Learn to customize your Header with the Premier Template.

## Overview

Customize your Header with the Premier Template to showcase your brand and provide navigation for your visitors.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, please refer to the updated guide [here](./customizing-your-header).
</Note>

***

## Accessing your page header

The Header is a critical element of your website that runs across the top of every web page on your site.

Typically, it contains your logo and site navigation. The Header is a great place to showcase your brand colors and logo, and display announcements you want all of your users to see.

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a new page](./how-to-create-a-new-page-with-premier).
* Click **Customize** to open the [page editor](./how-to-get-to-the-page-editor).
* In the sidebar, click **Header**:

<div>
  <iframe />
</div>

***

## Customizing your page header

In the Header Section, you have the option to add a Logo, a Navigation Menu, a User Dropdown, an Announcement, and a Call to Action.

### Logo

#### Step 1. Select your logo type

After adding the Logo Block Type, select:

* Text
* Image

#### Step 2. Upload your logo

Depending on the Logo Type selected:

* Upload your Logo Image by clicking **Select Image** and choosing a new file or a recent file.
* Enter text in the **Logo Text** field.

#### Step 3. Customize your logo

* Adjust your Logo Height by entering a number using the format 10px or 10. The recommended range is between 30 and 100.

### Menu

Choose to Show Menu to display a link list/navigation menu in your Page Header.

<Note>
  **Note:** To create and edit your menu links, click **Edit your link lists** below the Menu Header in the sidebar editor.
</Note>

### User menu

Check to Show User Menu or uncheck to hide User Menu in your Page Header.

Including a User Menu in the Header of your custom landing page is a great way to give your customers easy access to the Products they have purchased from your site and change their [customer settings](../../contacts/manage-your-contacts/customer-update-of-customer-settings).

<img alt="CD1A877F-DAD0-4766-9AFE-EE152E45C006.png" />

Keep in mind, the User Menu is displayed as the user's Avatar. When your page visitors click the Avatar, the dropdown User Menu opens for them to:

* Access the **Library**
* Edit and view their **Customer Settings**
* **Login/Logout** from your site

Customize your User Menu language and colors to match your brand.

<Note>
  **Note:** Previewing your page as a logged-in admin will display your uploaded Avatar (if you have uploaded an Avatar to your [Account Details](../../account-settings/my-kajabi/change-your-account-details)) or the default Avatar. Customers logged into your site will see their uploaded Avatar (if they uploaded an Avatar in their [customer settings](../../contacts/manage-your-contacts/customer-update-of-customer-settings)) or the default Avatar.
</Note>

### Optional announcement

Display an announcement above your Page Header by checking the **Show Announcement** checkbox located in the sidebar editor.

[Learn to include your Announcement in your Page Header](./how-to-add-an-announcement-to-your-premier-page).

Configure an Announcement link to lead to a:

* Landing Page
* Checkout Page
* Downloadable File
* URL to another page
* Two Step Optin Popup

<img alt="20826B98-7C1A-4B55-912D-938925FFABF3.png" />

### Section appearance

Configure the color for the Background and Text and adjust the Alignment of the Section.

Alignment:

* Inline: keep all blocks in the Header in a single row
* Stacked: change the layout to stack all blocks in the Header Section

### Add call to action

Include a Call to Action to be displayed in the Announcement.

Learn to use a [Call to Action with Premier](./how-to-use-a-call-to-action-in-your-page-with-premier) for details.


# Customize images on Kajabi with Adobe Express
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express

Learn to design the images uploaded to your landing pages, website pages, email campaigns, and newsletters with Adobe Express.

## Overview

Design the images uploaded to your landing pages, website pages, email campaigns, and newsletters with Adobe Express at no additional cost.

***

## Adobe Express

Create beautiful images with Adobe Express. With Kajabi's built-in Adobe Express editing tools, you can level up your content without any design experience.

When selecting images for your landing pages, website pages, email campaigns, and newsletters, you will see the option to generate or customize your image with Adobe Express for free.

<Tip>
  **Tip:** If you do not already have an image for your Image Block, you can generate an image from AI or start with Adobe Stock. If you already have an image for an Image Block, you can edit it using Adobe Express.
</Tip>

For no additional cost, you get access to an all-in-one design tool that makes generating and customizing your images on Kajabi even easier. Simply make a free Adobe Express account when prompted.

[Learn more about Adobe Express](https://www.adobe.com/express/).

***

## How to access Adobe Express in Kajabi

### Kajabi pages

**To edit your images with Adobe Express in [Kajabi Pages](./pages-explained), open your desired page (e.g., landing page, website page):**

* Select the image block you wish to edit or [create a new image block](./how-to-add-an-image-to-your-page).
* Click **Select Image**.
* Then, select **Edit Image** if you are editing an existing image or **Generate image with AI**, **Start from Adobe Stock** next to the Adobe Express icon:

<img alt="Kajabi_-__admin_themes_2157500043_settings_edit.png" />

[Learn to design your images with Adobe Express](https://creativecloud.adobe.com/learn/app/express).

### Email campaigns

**To edit your images with Adobe Express in your [Email Campaigns](../../marketing/email-campaigns/email-campaigns-overview), open the [Email Visual Editor](../../marketing/email-campaigns/email-visual-editor-overview) for your desired email:**

* Select the image block you wish to edit or [create a new image block](./how-to-add-an-image-to-your-page).
* Click **Select Image**.
* Then, select **Edit Image** if you are editing an existing image or **Generate image with AI**, **Start from Adobe Stock** next to the Adobe Express icon:

<img alt="Kajabi_-__admin_themes_2157500122_settings_edit.png" />

[Learn to design your images with Adobe Express](https://creativecloud.adobe.com/learn/app/express).

### Newsletters

<Info>
  **Note:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting, the feature has not been made available to your account yet. Check back at a later time to try the experience.
</Info>

#### Add images

To add images with Adobe Express in your Newsletter Product, open the Newsletter Post Editor for your desired Newsletter Post:

* Place your cursor in the location you wish to add an image or select the image you wish to edit.
  * If you wish to create an image, click the `+` icon or click `CMD` + `/` to open the text formatting options.
* Then, click **Adobe Express**:

<div>
  <iframe />
</div>

[Learn to design your images with Adobe Express](https://creativecloud.adobe.com/learn/app/express).

#### Edit images

To edit images with Adobe Express in your Newsletter Product, open the Newsletter Post Editor for your desired Newsletter Post:

* Select the image you wish to edit with Adobe Express from your Newsletter Post Editor.
* Then, click **Edit** next to the Adobe Express icon:

<img alt="Kajabi_-__admin_newsletter_posts_22_edit.png" />

Saving your images with Adobe Express requires you to sign in or sign up for an Adobe account. But don't worry! If you do not have an Adobe account, you can create one for free and still edit and upload images using Adobe.

Signing up or signing into Adobe is easily done directly through Kajabi. As soon as you attempt to save your image, you will be prompted to sign in or sign up:

<div>
  <iframe />
</div>

Follow the on-screen instructions to complete sign-in and save your image.


# Customize section background settings
Source: https://help.kajabi.com/articles/website/pages/how-to-customize-your-section-background-settings

Learn about your Section Background Settings to further customize and brand your page.

## Overview

Learn about your Section Background Settings to further customize and brand your page with images, videos, and colors.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Section Background Settings. If you are looking to customize your Block Background Settings, please refer to the [Block Background Settings guide](./customizing-block-background-settings). Learn more about the [difference between sections and blocks](./add-sections-to-your-pages).
</Note>

***

## Section background settings

Design beautiful pages with Kajabi Pages by customizing your Section Background Settings.

With your Section Background Settings, you can create a unique, custom page to encourage and engage your visitors.

***

## Accessing your section background settings

Access your Section Background Settings to customize the visual appearance and behavior of the Sections on your page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](./how-to-get-to-the-page-editor)
* Navigate to the sidebar editor and select the Section you wish to customize.
* Scroll to your selected Section Settings.
* Click **Background**:

<div>
  <iframe />
</div>

***

## Customizing your section background settings

With your Section Background Settings, further customize your page by:

* Uploading an image or video as the Section Background.
* Adjusting the position of your image.
* Selecting the image behavior to stay fixed on scroll when viewed on a Desktop.
* Selecting a background color.

As you customize your Section Background Settings, keep in mind that your Sections and Blocks are built to dynamically adjust when viewed on desktop and mobile devices to optimize your user's experience with your page regardless of what device they use.

Learn to customize your [Section Layout Settings](./customizing-section-layout-settings) and [Block layout Settings](./customizing-block-layout-settings) to create beautiful pages for any device.

<Tip>
  **Tip:** Test your page on mobile and desktop devices when customizing your Section to ensure that your design looks great when viewed on different device types.
</Tip>

### Background media type

Selecting a Background Media Type from the dropdown menu will pull from the media uploaded in the corresponding media type. For example, selecting **Image** from the Background Media Type dropdown menu will display the image you upload into the Background Image setting:

<img alt="ADD52A04-24AD-433C-8ABE-9D1DA7137C64.png" />

If you have not uploaded an Image or Video, selecting the Media Type will not display anything. Be sure to upload your Image or Video and select the Media Type to display your desired Background in the Section.

<Note>
  **Note:** The Background media will not show until the Background Overlay Color has been made transparent.
</Note>

Background Media Types:

* None
* Video
* Image

[Learn to customize your images with Adobe Express](./how-to-customize-your-images-on-kajabi-with-adobe-express).

<Tip>
  **Tip:** If you are testing your background media, your media may not display on a mobile device if [low power mode](https://support.apple.com/en-us/HT205234) is enabled on your mobile device. Be sure to disable low power mode when testing your page.
</Tip>

### Background image position

If you selected **Image** as your Background Media Type, you can choose to adjust the vertical position of the background Image in your Section:

* Top
* Center
* Bottom

#### Fixed background image

Checking and unchecking **Fixed Background Image** will change the behavior of your image in relation to the Blocks in the Section.

As your users scroll through the Section, a Fixed Background Image will cause your Blocks to scroll over your static (or fixed) Background Image:

<div>
  <iframe />
</div>

<Note>
  **Note:** Selecting **Fixed Background Image** does not apply to mobile devices.
</Note>

### Background color

Customize your Section Background Color:

* Create a solid background (without the use of an Image or Video).
* Create an overlay for your uploaded background media type.

#### My background image/video is not showing

If you wish to display a Media Type (Image or Video) in the background of your Section, you must adjust the overlay color to transparent.

Use the horizontal slider in the Color Tool to adjust the overlay color:

<div>
  <iframe />
</div>


# Delete a landing page
Source: https://help.kajabi.com/articles/website/pages/how-to-delete-a-landing-page

Learn to permanently remove a custom website page or a landing page.

## Overview

Permanently remove a custom website page or a landing page when you no longer need it.

<div>
  <iframe />
</div>

<Warning>
  **Important:** Deleting a page cannot be undone and the content within your page once deleted cannot be retrieved. Please be sure to confirm the page you wish to delete before permanently removing it.
</Warning>

***

## Deleting a page

Permanently remove a standalone page or a custom website page from your Pages tab by deleting the page.

### To delete your page

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Locate the Page you wish to permanently remove.
* Click `…` next to the page title you want to remove.
* Check that you are deleting the correct page and click **Delete**.
* Then, confirm again by selecting **Delete** in the prompt:

<div>
  <iframe />
</div>

<Note>
  **Note:**
  System pages (such as 404, Login, Library, Blog, Blog Post, Blog Search, Home, Store, Thank You, and Customer Directory) cannot be deleted. Only custom website pages and Landing Pages can be removed.
</Note>


# Design a blog homepage
Source: https://help.kajabi.com/articles/website/pages/how-to-design-your-blog-homepage

Learn to customize the look and feel of your Blog homepage with the newest editing capabilities available with Kajabi's Website Builder.

## Overview

Customize the look and feel of your Blog homepage with the editing capabilities available with [Kajabi's Website Builder](./how-to-make-the-switch-to-the-new-website-builder).

<div>
  <iframe />
</div>

***

## Building your blog

Before we get started, you are going to need to build your Blog. If you haven't built your blog yet, [click here to get started](./creating-your-website#learnabout).

Blog Posts are the basic building blocks of your Blog on Kajabi. [Learn more](../blog/how-to-create-a-blog-post#h_6ea6cc1c-941b-43d4-9f91-4925e38f5e94) about how to create Blog Posts to build your blog.

Blogging in Kajabi offers you a way to connect with your audience, showcase credibility and, deliver additional value through your website. Learn to design your Blog Homepage.

***

## Customize the design of your blog

With the Website Builder, design the look and feel of your blog homepage to represent your brand. [Learn more about the Website Builder](./customizing-your-website-pages-with-the-website-builder)

**To begin customizing your blog design:**

* Open the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Locate **Blog** from your list of Website pages.
* Click **Customize**:

<div>
  <iframe />
</div>

Don't see any content? Create and publish blog posts to display in your Blog Homepage. [Learn more](../blog/how-to-create-a-blog-post)

<Note>
  **Note:** To add your blog to your main navigation menu follow the instructions [here](https://help.kajabi.com/hc/en-us/articles/360037080193) and use the "Link" option to link to your blog.
</Note>

Customize your Blog with a [Header](./customizing-your-header) & [Footer](./customizing-your-footer) and design a custom page with [Blocks](./add-blocks-to-your-page) and [Sections](./add-sections-to-your-pages).

Your blog homepage includes a Section unique to the blog builder, the Blog Listings Section:

<img alt="Screenshot_7_10_23__11_18_AM.jpg" />

***

## Customizing the blog listings section

The Blog Listings Section is unique to the blog builder to customize the overall look and feel of your Blog.

The Blog Listings Section allows you to customize:

* How your blog posts are displayed
* The blocks included in your blog sidebar
* And the background and layout of the section as a whole

To edit the Blog Listings section, open the [page editor](./how-to-get-to-the-page-editor) for your Blog and click the section from your sidebar.

### Blog listings settings

In your Blog Listings Section, customize the:

* Blog Listings Block
* Pagination Appearance
* Sidebar
* Section Settings

#### Blog listings block

**Layout Style** - Select your desired layout style to customize the layout of your blog posts on your blog homepage:

* List layout:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* 2-column grid layout:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* 3-column grid layout:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* Media on Left layout:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* Media on Right layout:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

**Truncate At** - Insert a custom number to override the default 300 character truncation. This setting applies to the body text content for your blog posts.

**Language Read More** - Customize the language used to display the message encouraging your blog visitors to continue reading. By default, the text displays "Continue Reading..."

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

**Listings Per Page** - Use the slider or the number field to adjust the number of blog posts listed on a page of your blog homepage.

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

#### Pagination appearance

Customize the color of your pagination buttons if your blog post listings take up multiple pages:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

Click the color icon next to each pagination appearance setting to customize the color.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

**Pagination Default Color** - Select a color to override all default colors for your pagination appearance:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

**Pagination Selected Color** - The "pagination selected" uses color to signal to your visitors the page number they are viewing. Select a color to change the color for the "pagination selected":

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

**Pagination Disabled Color** - The "pagination disabled" uses color to signal to your visitors that the number of pages for your blog posts do not continue. This changes the arrow color for going backward or forward depending on the page your visitor is viewing:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

#### Sidebar

Design a space for your blog visitors to easily navigate through your blog with the blog sidebar.

Customize your blog sidebar by adding, removing, and arranging sidebar blocks:

* **Author** - Add and customize your author information to display in the sidebar of your blog homepage:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* **Call to Action** - Encourage an immediate response from your visitors to subscribe to your marketing emails, view a landing page, purchase an Offer, and more. [Learn to use a Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page)

<img alt="Menubar.jpg" />

* **Categories** - Use Categories to easily filter through your Blog Posts when visitors view your Blog. Customize the language and appearance for your Categories block in the blog homepage sidebar. Read [How to Categorize your Blog Posts](../blog/how-to-categorize-your-blog-posts) for more details.

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* **Custom Block** - Create Custom blocks in your Blog Sidebar to include Images, a [Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) (CTA), and additional text content. For example, advertise your own Offer from your blog sidebar:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

***

## Section Settings

### Blog post container

Put your Blog Post into a container to visually separate your post from other sections on your Blog Post. In this section, you can customize the container background color, border type, border width, border, and container box shadow.

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

### Blog sidebar container

Put your Blog Sidebar into a container to visually separate and highlight your sidebar from other sections on your Blog Post. In this section, you can customize the container background color, border type, border width, border, and container box shadow.

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* [Background](./customizing-block-background-settings)
* [Desktop and Mobile Layout](./customizing-block-layout-settings)


# Design blog posts
Source: https://help.kajabi.com/articles/website/pages/how-to-design-your-blog-posts

Learn to design the look and feel of your blog posts.

## Overview

Design the look and feel of your blog posts to match your brand and create a consistent reading experience.

<div>
  <iframe />
</div>

***

## Designing your blog posts

We get it. Strategizing, creating, and delivering content requires a lot.

**With the [Website Builder](./customizing-your-website-pages-with-the-website-builder) you can design your blog posts at your pace.**

Want to spend less time customizing the design and more time creating your content? Or do you want to dive into the design work for your blog posts to best represent your brand?

The choice is yours with the Website Builder.

With the Website Builder, the process of designing your blog post is simple and easy to set up.

But if you are looking to create a highly-customized blog post page, you have the editing capabilities to do so.

Looking to create and edit your blog posts? [Click here to learn more](../blog/how-to-create-a-blog-post).

***

## Customize the design of your blog posts

The blog post design page is very similar to your [main blog homepage](./how-to-design-your-blog-homepage) with the addition of the Blog Post Body Section.

### To customize your blog post design

* Open the **Website** tab from your Dashboard.
* Click the **Pages** tab.
* Select **Blog Post** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

<Note>
  **Note:** Designing your Blog Posts will automatically render across all your new and previous Blog Posts.
</Note>

The Blog Post Body Section is unique to the blog post builder to customize the overall look and feel of your blog posts.

The Blog Post Body Section allows you to customize:

* The content displayed (e.g., header, date, tags)
* A Call to Action to encourage an immediate response from your visitors
* An Opt In Form to encourage visitors to subscribe to your list
* Your blog post sidebar separately from your blog homepage sidebar

To edit the Blog Post Body section, open the [page editor](./how-to-get-to-the-page-editor) for your Blog and click the section from your sidebar.

***

## Blog post body settings

In your Blog post body section, customize the:

* Blog Post Body
* Call to Action
* Opt In
* Sidebar
* Section Settings

<Note>
  **Note:** Designing your Blog Posts will automatically render across all your new and previous Blog Posts.
</Note>

### Blog post body

#### Customize your blog post body content to display

* **Header on Top** - Your Blog Post Header on top of your Blog Post Media
* **Date** - The blog post publishing date
* **Tags** - Any tags assigned to your blog post. [Learn more](../blog/how-to-categorize-your-blog-posts)

**Video Player Color** - Click to customize the color of your video player for blog posts with a video uploaded as the media type.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

### Blog post sidebar

With the [Website Builder](./customizing-your-website-pages-with-the-website-builder), customize your blog post sidebar independently from your blog homepage sidebar to design a space for your blog post visitors to easily navigate through your blog with the blog post sidebar.

With the Website Builder, customize how your Blog Post Body Sidebar is displayed on Desktop and Mobile devices:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

#### Customize your blog sidebar by adding, removing, and arranging your blog post sidebar blocks

* **Author** - Add and customize your author information to display in the sidebar of your blog homepage:

<img alt="Screenshot_7_10_23__9_51_AM.jpg" />

<Tip>
  **Tip:** The Blog Author information in a Blog Post will automatically pull the instructor information from your site details settings. This setting can be overridden when customizing your Blog Post design. Keep in mind, your blog post design will populate across every blog post.
</Tip>

* **Call to Action** - Encourage an immediate response from your visitors to subscribe to your marketing emails, view a landing page, purchase an Offer, and more. [Learn to use a Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page).

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

* **Categories** - Use Categories to easily filter through your Blog Posts when visitors view your Blog. Customize the language and appearance for your Categories block in the blog homepage sidebar. Read [How to Categorize your Blog Posts](../blog/how-to-categorize-your-blog-posts) for more details.

<img alt="Screenshot_7_10_23__10_42_AM.jpg" />

* **Custom Block** - Create Custom blocks in your Blog Sidebar to include Images, a [Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) (CTA), and additional text content. For example, advertise your own Offer from your blog sidebar.

***

## Section Settings

### Call to Action

Encourage an immediate response from your visitors to subscribe to your marketing emails, view a landing page, purchase an Offer, and more. [Learn to customize a Call to Action for more details](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page).

Select **Show Call to Action** if you wish to add a Call to Action to the bottom of your Blog Post Body:

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

### Opt In

Encourage your blog post visitors to submit a Form by adding an Opt In to your Blog Post Body section. [Learn to customize a Form on your page for more details](./how-to-add-a-form-to-your-page#customize-your-form-block).

Select **Show Opt In** to add the Opt In to the bottom of your Blog Post Body:

<img alt="Screenshot_7_10_23__11_10_AM.jpg" />

### Blog post container

Put your Blog Post into a container to visually separate your post from other sections on your Blog Post. In this section, you can customize the container background color, border type, border width, border, and container box shadow.

<img alt="Kajabi_-__admin_themes_2150415231_settings_edit.jpg" />

### Blog sidebar container

Put your Blog Sidebar into a container to visually separate and highlight your sidebar from other sections on your Blog Post. In this section, you can customize the container background color, border type, border width, border, and container box shadow.

<img alt="Screenshot_7_10_23__11_14_AM.jpg" />

Customize your Blog even further by customizing the background and editing your desktop and mobile layout appearance for the sections of your Blog:

* [Background](./customizing-block-background-settings)
* [Desktop and Mobile Layout](./customizing-block-layout-settings)


# Design a blog search page
Source: https://help.kajabi.com/articles/website/pages/how-to-design-your-blog-search-page

Learn to design the overall appearance of your Blog Search page.

## Overview

Design the overall appearance of your Blog Search page to match your brand and help visitors find content.

<div>
  <iframe />
</div>

***

## What is the blog search page?

The blog search page displays when a visitor searches with the search block in a blog sidebar (this can be included your [blog post sidebar](./how-to-design-your-blog-posts#h_01ENAZ4K3GXX89XFQ8XFQYYWZG) or [blog homepage sidebar](./how-to-design-your-blog-homepage#h_01ENAZ4K3GXX89XFQ8XFQYYWZG)):

<div>
  <iframe />
</div>

***

## Customizing the blog search page

With the Website Builder, design the look and feel of your blog search page to represent your brand. [Learn more about the Website Builder](./customizing-your-website-pages-with-the-website-builder)

**To begin customizing your blog search page design:**

* Open the **Website** tab from your Dashboard.
* Click the **Pages** tab.
* Select **Blog Search** from your list of website pages to begin customizing:

<div>
  <iframe />
</div>

Design your Blog Search page with a [Header](./customizing-your-header) & [Footer](./customizing-your-footer) and further customize the page with [Blocks](./add-blocks-to-your-page) and [Sections](./add-sections-to-your-pages).

Your blog search page includes a Section unique to the blog search page builder, the Search section:

<img alt="Notification_Center.jpg" />

***

## Designing the search section

The Search section is unique to the blog search page builder and allows you to customize the:

* Language used for the Search Text
* Number of results to display per page
* Appearance of the pagination numbers and icons
* Blocks included in your Blog Search Page Sidebar
* And the overall Section Settings

To edit the Blog Listings section, open the [page editor](./how-to-get-to-the-page-editor) for your Blog and click the section from your sidebar.

### Search

#### Language

Customize the language used for the searched, showing, and results text:

<img alt="Screenshot_7_7_23__12_23_PM.jpg" />

#### Results per page

Adjust the slider to customize the number of results that appear in a single search page:

<div>
  <iframe />
</div>

### Pagination appearance

Customize the color of your pagination buttons if your blog post listings take up multiple pages:

<img alt="9F4A8B0A-B658-441A-BCC8-2EC04666A79D.png" />

Click the color icon next to each pagination appearance setting to customize the color.

If you prefer to use a custom color, click the color wheel and then either enter your RGB color code or use the sliders to choose your color.

* The **vertical bar** allows you to select the hue.
* The **square box** allows you to select the brightness and saturation.
* The **horizontal bar** allows you to select the opacity of your color.

**Pagination Default Color** - Select a color to override all default colors for your pagination appearance:

<img alt="A23C0773-D6F6-47F2-A229-613F88F06928.png" />

**Pagination Disabled Color** - The "pagination disabled" uses color to signal to your visitors that the number of pages for your blog posts do not continue. This changes the arrow color for going backward or forward depending on the page your visitor is viewing:

<img alt="B164FC05-07D2-46A4-9375-44F0BDCCF960.png" />

### Sidebar

Similar to your Blog Post Sidebar and Blog Homepage Sidebar, you can design a space for your blog search page visitors to easily navigate through your blog with the sidebar.

Customize your blog sidebar by adding, removing, and arranging sidebar blocks:

* **Author** - Add and customize your author information to display in the sidebar of your blog search page.
* **Call to Action** - Encourage an immediate response from your visitors to subscribe to your marketing emails, view a landing page, purchase an Offer, and more. [Learn to use a Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page)
* **Categories** - Use Categories to easily filter through your Blog Posts when visitors view your Blog. Customize the language and appearance for your Categories block in the blog homepage sidebar. Read [How to Categorize your Blog Posts](../blog/how-to-categorize-your-blog-posts) for more details.
* **Custom Block** - Create Custom blocks in your Blog Sidebar to include Images, a [Call to Action](./how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) (CTA), and additional text content. For example, advertise your own Offer from your blog sidebar.
* **Image** - Add an Image to your sidebar to enhance the visual experience of your Blog Homepage and act as an optional button to redirect to your selected page when clicked by configuring the Image Action. [Learn more about image blocks](./how-to-add-an-image-to-your-page)
* **Recent Posts** - List your most recent posts for your Blog visitors to easily access.
* **Sidebar Search** - Add a search bar to your sidebar.


# Disable standard website pages
Source: https://help.kajabi.com/articles/website/pages/how-to-disable-standard-website-pages

Learn to disable standard website pages in the global settings of your Website Builder.

## Overview

Disable standard website pages in the global settings of your Website Builder when you don't need them on your site.

<div>
  <iframe />
</div>

***

## What pages can I disable?

Don't want to use some of the pages available with the Website Builder?

### With the website builder you have the flexibility to disable

* Member Directory. [What is the Member Directory?](./how-to-build-your-customer-directory)
* Announcement page. [What is the Announcement page?](./how-to-build-your-announcement-page)

By default, all standard website pages are enabled.

Disabling any of these pages will make the pages inaccessible to site visitors.

***

## How to disable your website page

**To disable a standard website page:**

* Open the **Website** tab.
* Select **Customize**.
* Click **Settings** from the sidebar panel.
* Open **Disabled Pages**.
* Select the pages you wish to disable.
* Click **Save** to keep and apply your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** Looking to change the status of a page from Published to Draft? [Learn how to here](./how-to-publish-and-draft-your-page).
</Note>


# Duplicate a page to another Kajabi site
Source: https://help.kajabi.com/articles/website/pages/how-to-duplicate-your-page-to-another-kajabi-site

Learn to duplicate a landing page onto another Kajabi site by exporting and importing your landing page.

If you have multiple sites in Kajabi, you can duplicate one page to another Kajabi site by exporting and importing your landing page.

<div>
  <iframe />
</div>

## Overview

Duplicate a landing page from one Kajabi site to another by exporting and importing your page. This is useful when you want to reuse designs across multiple sites.

***

## Step 1. Export landing page

Duplicate a landing page from one Kajabi site to another Kajabi site by exporting your landing page:

1. Open the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Locate the Page you wish to export.
4. Open the `…` menu for the page you wish to export.
5. Then, select **Export**:

<div>
  <iframe />
</div>

***

## Step 2. Download zip file

After exporting your page, check your email inbox for an email from Kajabi Support to download your exported page as a zip file:

<img alt="Export Email" />

<Note>
  **Note:**

  For security purposes, the link provided in the email will expire in 7 days from the date of export. If the link expires before you have the chance to download the zip file, repeat the export steps to receive a new link.
</Note>

***

## Step 3. Upload template

Now that you have successfully exported and downloaded your landing page, navigate to your other Kajabi site to upload your exported zip file:

1. Open the **Website** tab from your Dashboard.
2. Click **Pages**.
3. Open your **Landing** pages folder.
4. Navigate to the top-right corner and click **Upload Template**.
5. Upload your exported file:

<div>
  <iframe />
</div>

Your imported page can now be accessed from your Landing Pages.

After uploading your landing page to your other Kajabi site, customize your page details to change the page title, page link, and SEO settings. [Learn to customize your Page Details](/articles/website/pages/customize-your-page-details)

<Note>
  **Note:**

  If your original landing page includes a Form, recreate the Form in the Kajabi site you import your page to. If the Form includes an Automation, be sure to include the Automation when recreating your Form.
</Note>


# Duplicate a website to landing pages
Source: https://help.kajabi.com/articles/website/pages/how-to-duplicate-your-website-to-landing-pages

Learn to duplicate your custom website page into a landing page.

Retain your customization and branding from your website to your landing pages by duplicating any website page (excluding System pages) into a landing page.

## Overview

With the website builder you can duplicate any website page (excluding System pages) into a landing page. This allows you to retain your customization and branding from your website to your landing pages.

***

## How to duplicate your website page into a landing page

To add your page to Landing:

1. Open the **Website** tab from your Dashboard.
2. Click the **Pages** tab.
3. Then, locate the custom website page you wish to add to Landing.
4. Click the `…` menu icon.
5. Select **+ Add page to Landing**.
6. Read the prompt and click **Add page**:

<div>
  <iframe />
</div>

Your duplicated page will display in Landing with the original title and a **Draft** status. You must publish it separately once you are ready.

To easily identify your duplicated page, the title will include a copy number suffix. For example, your duplicated page title may state, "Baking Bash Copy 2":

<img alt="Duplicated Page Example" />

<Note>
  **Note:**
  System pages (such as 404, Login, Library, Blog, Store, and Thank You) cannot be duplicated to Landing Pages. Only custom website pages support this action. If you have reached your plan's Landing Page limit, the duplication will not proceed.
</Note>


# Edit the text editor color picker for pages
Source: https://help.kajabi.com/articles/website/pages/how-to-edit-the-text-editor-color-picker-for-your-pages

Customize the color picker for your text editor to match your brand.

Create a simple, standout design with colors that match your brand using the text editor color picker.

## Overview

Kajabi helps you design smart pages by automatically adjusting text color based on the brightness of your selected background. For example, if you choose a dark background, the text color changes to stand out. If you select a light background, the text takes on a darker tone.

You can also override these dynamic colors and define your own branded text and background colors using the site brand settings.

<div>
  <iframe />
</div>

***

## Customizing your color palette

By default, Kajabi adjusts text color based on your background brightness:

<div>
  <iframe />
</div>

To determine your own branded text and background colors, select your desired colors for both text and background to override the dynamically adjusting text colors.

When changing text color in the text editor, select from your site brand colors to streamline the build and design of your pages.

***

## Change your site brand colors

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details**.
3. Scroll to **Colors**.
4. Click each color you wish to change to create your desired custom color.
5. Click **Save** to keep and apply your changes.

<div>
  <iframe />
</div>

[Learn more about your Site Brand Settings](https://help.kajabi.com/hc/en-us/articles/360037850453)

***

## Create a custom color

To create your custom color palette, click the color you wish to change and enter your RGB color code in the bottom right field or use the sliders to select your color:

* Use the **vertical bar** to select the hue
* Use the **square box** to adjust the saturation and brightness of your color
* Use the **horizontal bar** to adjust opacity of your color
* Use the **color code box** to insert a pre-designed custom code

<Note>
  **Note:** You can find hundreds of pre-customized codes online or by using [this site](https://htmlcolorcodes.com/color-names/).
</Note>

<img alt="Site Settings Color Picker" />


# Edit a website title
Source: https://help.kajabi.com/articles/website/pages/how-to-edit-your-website-title

Customize the name of your site by editing the title in your Site Details.

Your website title appears in browser tabs and search results, making it an important part of your brand identity.

## Overview

The site title is one of the first things visitors see when they find your website. You can easily update this title through your Site Details settings to ensure it accurately represents your brand.

***

## Edit your site title

1. Open the **Settings** tab from your Dashboard.
2. Click **Site Details**.
3. Edit your site **Title** (maximum 50 characters).
4. Click **Save** to keep your changes.

<div>
  <iframe />
</div>


# Embed a third-party audio player to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-embed-a-third-party-audio-player-to-a-page

Display audio files on your page by embedding a third-party audio player.

Whether you want to showcase a podcast, music, or a voice message, audio can be a great way to grab your viewer's attention.

## Overview

Kajabi allows you to embed third-party audio players on your pages using the Custom Code block. This gives you the flexibility to use popular audio platforms like Spotify, SoundCloud, JW Player, or Apple Music to share audio content with your audience.

***

## Step 1. Find the perfect audio player

The first step is finding which audio player will be best for you and your brand. There are many free audio players to choose from, so deciding which one is best may require a bit of research.

Popular choices include:

* [JW Player](https://www.jwplayer.com/)
* [SoundCloud](https://soundcloud.com/)
* [Spotify](https://www.spotify.com/)
* [Apple Music](https://www.apple.com/apple-music/)

Once your content has been uploaded to a player, the next step is to create a Custom Code Block to embed the code on your site.

***

## Step 2. Add a custom code block

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
4. In the sidebar panel, click the Section you want to edit or [create a new Section](/articles/website/pages/add-sections-to-your-pages).
5. From the list, select **Custom Code**.
6. Your newly created Custom Code Block will generate at the bottom of the Section.
7. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

***

## Step 3. Enter the embed code for the third party player

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

1. In your page, hover over the existing Custom Code Block you want to edit and click **Edit**.
2. In the Code field, paste a copied embed code or enter your custom code. For this tutorial, we used Spotify's player embed code, but the process should remain the same for all other player embed codes.
3. Click **Save** to keep your changes.

<div>
  <iframe />
</div>


# Embed a video to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-embed-a-video-to-your-page-with-premier

Embed videos from YouTube, Vimeo, or Wistia on your Premier pages.

Embedding allows you to take a video from a video playing platform such as YouTube, Vimeo, or Wistia and post it on your page. People can watch the video directly on your page without leaving your site.

## Overview

This guide shows you how to add video embeds to pages built with the Premier legacy templates. You'll learn how to add a Video Embed Section and paste your video embed code.

<div>
  <iframe />
</div>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, refer to the updated guide [here](/articles/website/pages/how-to-add-a-video-embed-block).
</Note>

***

## Add a Video Embed Section

To embed video onto your page built with the Premier legacy templates:

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Locate the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
4. Open the page editor for your page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
5. Click **+ Add Section** from the sidebar.
6. Select **Video Embed**.
7. Your newly created Video Embed will generate at the bottom of the page.
8. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

***

## Embedding your video: Copy and paste the video embed code

### Step 1. Copy your video embed code

Copy the Embed Code for the video you want to embed on your page.

In this example, we are copying the Video Embed Code for a video hosted on YouTube:

1. Open the video you want to embed.
2. Click **Share**.
3. Click **Embed**.
4. Click **Copy**.

<div>
  <iframe />
</div>

### Step 2. Paste your video embed code

Navigate to your Kajabi admin account to paste your copied Embed Code:

1. Click your Video Embed Section to open the editor.
2. In the sidebar, paste the Embed Code into the Embed Code field.
3. Click **Save** to keep your changes.

<div>
  <iframe />
</div>


# Embed custom code to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-embed-custom-code-to-your-page-with-premier

Add custom code to your pages built with the legacy Premier template without needing access to the Code Editor.

Add custom code to your pages built with the Premier legacy template to include schedulers, videos, or customize the appearance of a section.

## Overview

The Custom Code Block in Premier allows you to embed code without requiring access to the Code Editor. This guide walks you through adding a Custom Code Section and customizing its appearance.

<div>
  <iframe />
</div>

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using the Kajabi Pages Templates, refer to the updated guide [here](/articles/website/pages/add-custom-code-to-pages).
</Note>

***

## Add a Custom Code Section

Embedding custom code can be used to include schedulers or videos, or to customize the appearance of a section of your page.

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Select the page you wish to customize or [create a new page](/articles/website/pages/how-to-create-a-new-page-with-premier).
4. Click **Customize** to open the [page editor](/articles/website/pages/how-to-get-to-the-page-editor).
5. Click **+ Add Section** from the sidebar.
6. Click the **Custom Content** section and click **Add**.
7. Your newly added Custom Content Section will be added to the bottom of the page.
8. In the Custom Content Section, scroll to the bottom of the editor and click **Add Content**.
9. Select **Custom Code**.
10. Paste your copied custom code or enter custom code into the **Code** field.
11. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

***

## Customize your Custom Code Block

The Custom Code Block can be used to embed or add custom code for a variety of purposes, including:

* Adding custom code (like [embedding a calendar](/articles/website/pages/how-to-install-an-add-to-calendar-button-to-your-page) on your page) without requiring access to the Code Editor of your site
* Creating blank spaces on your page to design beautiful, unique landing page layouts
* Testing out this Block to see how you can design unique landing pages to fit your business

***

## Block appearance

### Alignment

Adjust the alignment of the Block within your Custom Content Section:

* Left
* Centered
* Right

### Container width

Change the size of your Custom Code Block by selecting your desired container width.

### Place this block on its own row

Separate your Content Blocks within your Custom Content Section by toggling on this setting.


# Embed custom fonts to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-embed-custom-fonts-to-your-page

Customize and brand your site by embedding custom fonts from Google Fonts and Adobe Fonts.

Use custom fonts to design a uniquely branded page that matches your business identity.

## Overview

While Kajabi offers many native fonts in the Page Builder, you can also embed custom fonts from sources like Google Fonts or Adobe Fonts. Regardless of your Kajabi plan, you can add custom fonts to your page without needing to use the code editor.

<div>
  <iframe />
</div>

<Note>
  **Note:** Completion of the steps in this guide requires working with HTML and CSS code. If you aren't familiar with HTML and CSS, we recommend consulting with a web design professional regarding the addition of embed code to your Kajabi site.
</Note>

<Note>
  **Note:** If you're using the [Premier](/articles/website/pages/how-to-create-a-new-page-with-premier) Legacy Templates, adding custom fonts will require access to the Code Editor. For help embedding code in Premier, refer to the guide [here](/articles/website/pages/how-to-use-a-google-font-on-your-site-with-premier). This guide refers to the latest website Page Builder and doesn't require access to the Code Editor only available with the [Pro Plan](https://kajabi.com/pricing).
</Note>

***

## Embedding custom fonts

This guide shows you how to add a custom font using an embed code.

### What's an embed code?

An embed code is a code snippet generated by a third-party and shared with you to allow you to add code from an external source to your own website.

With Kajabi, you can use embed codes to add a wide variety of media to your site, such as embedding a YouTube video, or in this case, a font. You simply need to insert the embed code into the correct custom code field(s) in the Page Builder.

Embedded code is most often HTML or CSS code (Kajabi also provides the ability to embed JavaScript code via the Page Builder, but JavaScript isn't needed to embed a custom font).

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

### What are HTML and CSS?

Hypertext Markup Language (HTML) and Cascading Style Sheets (CSS) are the building blocks of frontend web design.

#### HTML

HTML code generates your page structure.

Each piece of text on your webpage is an HTML element wrapped in HTML code tags. For example, an HTML paragraph element would be enclosed between an opening `<p>` tag and a closing `</p>` tag, like this: `<p>Hello World!</p>`

When a visitor views your page, they can't see the HTML tags. Only the text inside is displayed.

#### CSS

CSS determines your page layout.

You can control the visual appearance of every HTML element on your website, including the font used for your text elements, by modifying your CSS code.

It's possible to change the font for a specific text element only, or for every text element on your page. In this guide, we'll walk you through how to accomplish both.

***

## Add a custom font to an entire page

By adding an embed code to your Kajabi Page, you can style your text with a custom font that best fits your brand.

In this example, we'll show you how to add a custom font from Google Fonts. You can also use this procedure to embed code from other custom font providers, like Adobe Fonts. [Click here](#using-adobe-fonts-instead-of-google-fonts) to learn how to obtain Adobe Font code.

### Step 1. Get your Google Font embed code

1. [Click here](https://fonts.google.com/) to access the Google Fonts dashboard.
2. Click on your desired font to open the font details.
3. Scroll down to the **Styles** section and locate your desired font style.
4. Click the **blue font style link** to the right of your font style to open the right sidebar menu. (Example link text: Regular 400).
5. From the "Use on the web" section, select the radio button next to **\<link>**.
6. Select and copy the HTML code.

<div>
  <iframe />
</div>

### Step 2. Paste the HTML code into your page

1. In a separate browser tab, log into your Kajabi account.
2. Open the **Website** tab from your Kajabi Dashboard.
3. Click **Pages**.
4. Select the page where you would like to add your custom font.
5. In the sidebar editor, select **Add Section**.
6. Choose a **Custom Code** Section from the list, and click **Add**.
7. Click to open the **Custom Code** Block in the sidebar editor.
8. Paste your embed code into the **Code** input field.

<div>
  <iframe />
</div>

### Step 3. Paste the CSS code into your page

1. At the top of the left sidebar, click the **Back** link twice.
2. Open the **Settings** tab.
3. Click **Custom Code**.
4. Input the following CSS code into the **CSS Code** field:

```css theme={null}
h1, h2, h3, h4, p {
font-family: YOUR CODE HERE;
}
```

This code will apply your custom font to every heading 1, heading 2, heading 3, heading 4, and paragraph HTML element on your page. Add and/or remove HTML text elements as desired. Learn more about HTML [headings](https://www.w3schools.com/html/html_headings.asp) and [paragraphs](https://www.w3schools.com/html/html_paragraphs.asp).

5. Navigate back to Google Fonts in your other browser tab.
6. From the "Use on the web" section in the sidebar, locate **CSS rules to specify families**.
7. Select and copy the CSS code.
8. Return to your Kajabi page.
9. Replace `YOUR CODE HERE` with the code snippet you copied.
10. Click **Save** to keep your changes and apply your font.

<div>
  <iframe />
</div>

***

## Add a custom font to a single text element

By adding an embed code to your Kajabi Page, you can style your text with a custom font that best fits your brand.

In this example, we'll show you how to add a custom font from Google Fonts. You can also use this procedure to embed code from other custom font providers, like Adobe Fonts. [Click here](#using-adobe-fonts-instead-of-google-fonts) to learn how to obtain Adobe Font code.

### Step 1. Get your Google Font embed code

1. [Click here](https://fonts.google.com/) to access the Google Fonts dashboard.
2. Click on your desired font to open the font details.
3. Scroll down to the **Styles** section and locate your desired font style.
4. Click the **blue font style link** to the right of your font style to open the right sidebar menu. (Example link text: Regular 400).
5. From the "Use on the web" section, select the radio button next to **@import**.
6. Select and copy the CSS code between the `<style>` and `</style>` tags.

<div>
  <iframe />
</div>

### Step 2. Paste the import code into your page

1. In a separate browser tab, log into your Kajabi account.
2. Open the **Website** tab from your Kajabi Dashboard.
3. Click **Pages**.
4. Select the page where you would like to add your custom font.
5. In the sidebar editor, click the **Settings** tab.
6. Click **Custom Code**.
7. In the **CSS Code** field, paste the code you copied in Step 1.
8. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

### Step 3. Add inline CSS code to your text element

1. Select the Text Block containing the text you wish to customize or [create a new one](/articles/website/pages/how-to-add-a-text-block-to-your-page).
2. In the sidebar editor, locate the Text editor and click the source code icon `<>`.
3. Copy the snippet of HTML code below:

`<span style="YOUR FONT FAMILY CODE HERE">`

4. Locate the HTML text element you wish to update.
5. Paste the code snippet directly after the opening HTML tag. (Example: pasting code after the `<h2>` tag will update your heading 2 font).
6. Input a closing span tag `</span>` directly before the closing HTML tag. (Example: if you pasted the first code snippet after an `<h2>` tag, place `</span>` directly before the `</h2>` tag, like this):

`<h2><span style="YOUR FONT FAMILY CODE HERE">Text Here</span></h2>`

7. Navigate back to Google Fonts in your other browser tab.
8. From the "Use on the web" section in the sidebar, locate **CSS rules to specify families**.
9. Select and copy the CSS code.
10. Return to your Kajabi page.
11. Replace `YOUR FONT FAMILY CODE HERE` with the code snippet you copied. (Be careful not to delete any quotation marks when pasting your code).
12. Click **Ok**, then **Save** to keep your changes and apply your font.

<div>
  <iframe />
</div>

***

## Using Adobe Fonts instead of Google Fonts

To add a custom font to your Kajabi site, you'll first need to obtain the embed code. In the guide above, we added a Google Font to our site. The same steps can be used to add an Adobe Font, once you have your Adobe Font code in hand.

### Choose a new Adobe Font and locate your code

1. [Click here](https://fonts.adobe.com/) to access the Adobe Fonts dashboard.
2. Either log into your Adobe account, or create a new account.
3. Click **Browse all fonts**.
4. Select the custom font you'd like to use and click the code icon `</>`. (Don't see the code icon? Check if you're logged into your account).
5. In the "Add fonts to a Web Project" popup, click the dropdown arrow and select **+ Create a new project**.
6. Enter a name for your web project and click **Create**.
7. Once you've created your project, you'll be able to copy all of the embed codes you need directly from the popup.

<div>
  <iframe />
</div>

### Locate your existing Adobe Font code

Already have a custom Adobe Font saved in your account, but not sure where to find the code? Follow these steps:

1. [Click here](https://fonts.adobe.com/) to access the Adobe Fonts dashboard.
2. Log into your Adobe account.
3. In the upper right corner of your dashboard screen, click **Manage fonts**.
4. Select the **Web Projects** tab.
5. Find your first piece of embed code in the **Embed Project** section.
6. To access your font-family CSS code, click the font image on the left.
7. Scroll down to the Details section, to **How to Use**.
8. Find your CSS code under **Web**.

<div>
  <iframe />
</div>

<Note>
  **Note:** For more details on how to update CSS font code, take a look at [this guide](https://helpx.adobe.com/fonts/using/css-selectors).
</Note>


# Export a landing page
Source: https://help.kajabi.com/articles/website/pages/how-to-export-a-landing-page

Export your landing page to import onto another site or share as a template.

Export your landing pages to import them onto another Kajabi site or share them as templates with other Heroes.

## Overview

Kajabi allows you to export your landing pages so you can reuse them across different sites or share your designs with others. After exporting, you'll receive an email with a download link for your exported page.

<div>
  <iframe />
</div>

***

## Export your page

1. Open the **Website** tab from the Dashboard.
2. Click **Pages**.
3. Select the **Landing** page folder.
4. Locate the Landing Page you wish to export.
5. Open the `…` menu for the page you wish to export.
6. Select **Export**.

<div>
  <iframe />
</div>

***

## Download your exported page

After your page has finished exporting, check your email inbox associated with your account for an email from Kajabi Support to download the zip file of your exported page.

With your exported file, [import your page](/articles/website/pages/how-to-duplicate-your-page-to-another-kajabi-site) onto a different site on Kajabi or share your page with a friend.

<img alt="Exported page email" />

<Note>
  **Note:** For security purposes, the link provided in the email will expire in 7 days from the date of export. If the link expires before you have the chance to download the zip file, repeat the steps to export to receive a new link.
</Note>


# Flush DNS and clear browser cache
Source: https://help.kajabi.com/articles/website/pages/how-to-flush-your-dns-and-clear-your-browsers-cache

Resolve internet connectivity and security issues by clearing your browser cache and flushing your DNS.

Clearing your internet browser's cookies and flushing your DNS cache helps resolve connectivity and security issues.

## Overview

When you experience slow page load times, see 404 error pages, or encounter other connectivity issues, clearing your browser cache and flushing your DNS are the recommended first troubleshooting steps. This guide walks you through both processes for Windows and Mac.

***

## My browser has cookies?

Every internet browser (e.g., Chrome, Firefox, Safari, etc.) uses cookies to store data. This is a text file type that websites use for faster processes in the future.

An example of a cookie would be your login info saved for a future visit for a site requiring a login, or products you saved to a shopping cart but did not purchase still being in your shopping cart the next time you access that site.

While cookies are very small in size, it is good practice to clear them if you are facing load time issues or having trouble loading images through your browser.

A browser cache is a type of static file saved by your browser to improve load times. This can be an image such as a brand logo or a piece of HTML code.

Think of the Amazon logo. After you visit Amazon once, your browser will cache that image so that it does not have to re-download it each time you visit. This improves website page load times.

***

## How to clear your browser's cookie and cache

Clearing your browser's cookies and cache is simple and a great way to improve website load times. It is a crucial first step in troubleshooting any browser issues you may face.

If you are using Internet Explorer, Edge, Google Chrome, or Mozilla Firefox, you can clear the cache of your browser with a keyboard shortcut.

### Windows 10

1. While in your browser, press **Ctrl** + **Shift** + **Delete** simultaneously on the keyboard to open the Browser Cache window.
2. Press **Clear Data** to clear your browser's cache and cookies.

### Mac

1. While in your browser, press **Command** + **Shift** + **Delete** simultaneously on the keyboard to open the Browser Cache window.
2. Press **Clear Data** to clear your browser's cache and cookies.

<img alt="Browser cache clearing screen" />

To learn how to clear your browser's cookie and cache for any browser, visit [this link](https://its.uiowa.edu/support/article/719).

***

## What is a DNS?

DNS stands for Domain Name System.

This is a record of IP Addresses that your operating system stores or caches so that it can find and load a website faster.

When you visit a website for the first time, your operating system makes a record of that site's IP Address, so that when you visit the site in the future it will pull from that established record and load the site faster than the first time.

[Click here](https://aws.amazon.com/route53/what-is-dns/) for a more in-depth look into how DNS works.

***

## Why should you flush your DNS cache?

Flushing your DNS cache helps improve your browser security, increase your internet privacy, and resolve internet connectivity issues you may face.

If you have already cleared your browser's cookies and cache and are still experiencing slow page load times or seeing a 404 error page when trying to visit a website, clearing your DNS cache would be the next troubleshooting step.

Flushing your DNS ensures that you are accessing the most up-to-date version of that website. This is useful when you add a new custom domain name to your website.

You may receive a 404 error page when visiting your custom domain URL for the first time. This is because your DNS has not refreshed yet to give you the most recently updated version of that page.

Flushing your DNS will force the DNS to refresh and give you that up-to-date version of the page.

***

## How to flush your DNS cache

Flushing your DNS is a relatively simple process, but the process does vary slightly for each operating system.

### Windows 10

1. Right-click on the **start menu** and choose **Command Prompt (Admin)** from the menu.
2. Type in the command `ipconfig /flushdns`.

Every version of Windows has a slightly different process for flushing the DNS cache. If you are using a different version of Windows that is not Windows 10, [follow this guide](https://www.whatsmydns.net/flush-dns.html#microsoft-windows).

### Mac OS X

1. Open **Finder**.
2. Click **Applications**.
3. Scroll down to the **Utilities** folder and click into it.
4. Open **Terminal**.
5. Type in the command `sudo killall -HUP mDNSResponder`.
6. Enter your password when prompted to complete the process.

Just like with Windows, every Mac operating system version has a slightly different process for flushing the DNS cache. [Click here](https://www.whatsmydns.net/flush-dns.html#apple-mac) to view instructions for additional Mac operating systems.


# Access the Page Editor
Source: https://help.kajabi.com/articles/website/pages/how-to-get-to-the-page-editor

Customize Website, Landing, and Funnel pages.

Your Kajabi site consists of **Website**, **Landing**, and **Funnel** pages. Each of these page types has its own **Page Editor**, which can be used to customize each of your pages.

[Learn about the differences between Website, Landing, and Funnel pages](/articles/website/pages/pages-overview).

## Access the Page Editor: Website and Landing Pages

1. From the Dashboard, open the **Website** tab.
2. Click **Website Pages** or **Landing Pages**.
3. Locate the page you wish to edit.
4. Click the **Page Title** or click the **Customize (color palette) icon**:

<img alt="Landing Pages" />

## Access the Funnel Page Editor

1. From the Dashboard, open the **Website** tab.
2. Click **Website Pages**.
3. Click the **Funnels** tab.
4. Locate the Funnel page you wish to edit.
5. Click the **Funnel Title**, click the **Customize icon**, or click the **more options (...) icon** and select **Edit design**.

<img alt="Funnel Pages" />


# Hide a page from search engines
Source: https://help.kajabi.com/articles/website/pages/how-to-hide-your-page-from-search-engines

Prevent your landing page from being indexed by search engines.

Control whether your landing pages appear in search engine results using the SEO and Sharing settings.

## Overview

You can hide your landing pages from search indexes using the SEO and Sharing settings available in your landing page editor. This is useful when you want to keep certain pages private or exclusive to specific audiences.

<div>
  <iframe />
</div>

***

## Hide your landing pages from search indexes

<Note>
  **Note:** Hiding a page from indexing will also cause any links or downloads found on that page to be hidden from web searches as well. This means those downloadable files or links will no longer be found via web search.
</Note>

1. Open the **Website** tab from your Dashboard.
2. Click **Pages** and then select the Landing pages tab.
3. Locate the landing page you wish to hide from search engines.
4. Click the `…` icon.
5. Select **Edit Details** from the dropdown menu.
6. Navigate to the SEO and social sharing settings.
7. Click to toggle off the **Show page in search results** setting.
8. Click **Save** to keep your changes.

<div>
  <iframe />
</div>

<Note>
  **Note:**
  This setting is only available in your standalone Landing Pages and cannot be applied to your standard website pages.
</Note>

When you disable **Show page in search results**, Kajabi adds a `noindex, nofollow` meta tag to the page. This tells search engines not to index the page or follow any links on it. The page will also be excluded from your [sitemap](/articles/website/pages/view-your-sitemap).


# Hide a site to prepare for launch
Source: https://help.kajabi.com/articles/website/pages/how-to-hide-your-site-to-prepare-for-launch

Learn to unpublish or hide your site until you're ready for it to go live.

If you're working hard on building out your website, you may not be ready for everyone to see your site until it's finished. Display a temporary "Coming Soon!" message using a Landing Page while you prepare for launch.

<div>
  <iframe />
</div>

## Overview

Hiding your site before launch allows you to work on your website behind the scenes while showing visitors a polished "Coming Soon" page. This approach lets you grow your email list as you prepare to launch and ensures visitors see a professional message rather than an incomplete site.

***

## Create a Coming Soon landing page

Create a Coming Soon Landing Page with Kajabi Pages.

<Tip>
  **Tip:** Try generating one of the pre-built Coming Soon templates!
</Tip>

1. Select the **Website** tab from your Dashboard.
2. Open **Pages**.
3. Click the **Landing** tab.
4. Select **+ New Landing Page**:

<div>
  <iframe />
</div>

***

## Customize your Coming Soon page

With the Streamlined Coming Soon Page template available with Kajabi Pages, customize your page by:

* Uploading a [background image](/articles/website/pages/how-to-customize-your-section-background-settings)
* Displaying your unique message with the [Text Block](/articles/website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block)
* [Attaching a Form](/articles/website/pages/how-to-add-a-form-to-your-page) to grow your list as you prepare to launch your site

<img alt="Streamlined Coming Soon Page" />

***

## Set the landing page as your homepage

1. Open **Settings** from your Dashboard.
2. Select **Site Details**.
3. Scroll down to the Homepage section and change the selection to **Show a Landing Page**.
4. Select your "Coming Soon!" Landing Page and click **Save**:

<div>
  <iframe />
</div>

When you're ready to reveal your site, follow these steps again and select your desired page or customized homepage to officially launch.

***

## What your site visitors will see

When users visit your site, they will see your Coming Soon page:

<img alt="Coming Soon Page Preview" />


# Install an add to calendar button to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-install-an-add-to-calendar-button-to-your-page

Learn to use an Add to Calendar Button for your site visitors to easily add your events to their calendars.

Create a Calendar Button with AddEvent, a tool compatible with Apple Calendar, Google Calendar, Outlook, Outlook.com, and Yahoo Calendar, to help your site visitors easily add your events to their calendars.

<Note>
  **Important:** Kajabi now allows members to save upcoming coaching sessions to their personal calendar. [<u>Learn more</u>](/articles/products/coaching/how-to-create-a-coaching-product#add-to-calendar-for-coaching-sessions)
</Note>

## Overview

Calendar Buttons provide a quick, effortless way for your users to add your events to their personal calendars. With Kajabi, you can add your preferred Calendar Button using the Custom Code Block. This guide walks you through adding a Calendar Button with [AddEvent](https://www.addevent.com/).

<Note>
  **Note:** If you have a custom domain connected to your Kajabi site, you will need to register your custom domain with AddEvent. Adding your domain to AddEvent is available with AddEvent's free "Hobby" plan.
</Note>

The best recommendation is to research and find the tool that best fits your business.

***

## Add custom code to your page

Create a Custom Code Block:

1. Open the **Website** tab from the Dashboard.
2. Select the **Pages** tab.
3. Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
4. In the sidebar, select the Section of your Page where you wish to include your Add to Calendar Button.
5. Click **Add Content**.
6. Select **Custom Code**:

<div>
  <iframe />
</div>

Learn more about adding [Custom Code](/articles/website/pages/add-custom-code-to-pages#add-and-remove-a-custom-code-block) for details.

***

## Add calendar button code from AddEvent

To use the AddEvent add-to-calendar button, create an account with AddEvent. [Learn more](https://www.addevent.com/)

<Tip>
  **Tip:** The add-to-calendar button is available with AddEvent's free "Hobby" plan!
</Tip>

If your Kajabi site is connected to a custom domain, add your domain to your AddEvent account:

1. Navigate to your AddEvent account.
2. Click **Domains** from the left menu.
3. Enter your full custom domain.
4. Click **Add domain**:

<img alt="AddEvent Domains" />

After creating your AddEvent account and adding a Custom Code Block to your page on Kajabi, add the AddEvent Calendar Code Snippet.

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](/articles/website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

1. Copy the entire code exactly as shown below:

```html theme={null}
<html><head><!-- AddEvent script --><script type="text/javascript" 
src="https://addevent.com/libs/atc/1.6.1/atc.min.js" 
async defer></script></head><body><!-- Button code --><div title="Add to Calendar" class="addeventatc">    Add to Calendar    <span class="start">04/26/2020 06:00 PM</span>    <span class="end">04/26/2020 11:00 PM</span>    <span class="timezone">America/Los_Angeles</span>    <span class="title">Summary of the event</span>    <span class="description">Description of the event</span>    <span class="location">Location of the event</span></div></body></html>
```

2. Navigate back to your Custom Code Block on Kajabi.
3. Click the **Custom Code Block** to open the sidebar editor.
4. Navigate to the sidebar panel and paste the copied code into the **Custom Code** field.
5. Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Edit your calendar event

To customize your Event information in your Add to Calendar Button:

1. Locate this snippet of Code in your newly pasted Add to Calendar code:

```html theme={null}
<span class="start">04/26/2020 06:00 PM</span>    <span class="end">04/296/2020 11:00 PM</span>    <span class="timezone">America/Los_Angeles</span>    <span class="title">Summary of the event</span>    <span class="description">Description of the event</span>    <span class="location">Location of the event</span>
```

<Tip>
  **Tip:** Expand your view of the Code by clicking and dragging the bottom right corner of the Text Box field in the left sidebar.
</Tip>

2. Configure the parameters within each line of code.
3. Enter your Event information for each parameter as shown below:

<div>
  <iframe />
</div>

To learn more about formatting your parameters, [click here](https://www.addevent.com/add-to-calendar-button/#parameters).

Be sure to click **Save** to keep your changes.

### Calendar parameters

**Start Date and Time**

```html theme={null}
<span class="start">04/26/2020 06:00 PM</span>
```

**End Date and Time**

```html theme={null}
<span class="end">04/26/2020 11:00 PM</span>
```

**Timezone**

```html theme={null}
<span class="timezone">America/Los_Angeles</span>
```

**Title of Event**

```html theme={null}
<span class="title">Summary of the event</span>
```

**Description of the Event**

```html theme={null}
<span class="description">Description of the event</span>
```

**Location of the Event**

```html theme={null}
<span class="location">Location of the event</span>
```

Learn more about customizing your Add to Calendar Button and including additional information to set alarm reminders, attach a Facebook event, include an organizer email, and more by visiting [AddEvent documentation](https://www.addevent.com/documentation/add-to-calendar-button).

***

## Customize your custom code block

After editing your Calendar Button to fit your Event, customize the appearance of your Block on your page. Learn to [customize your Custom Code Block](/articles/website/pages/add-custom-code-to-pages) for details.

Remember to click **Save** to keep your changes.

Lastly, [preview your page](/articles/website/pages/preview-your-page) and test your calendar button:

<div>
  <iframe />
</div>


# Make a navigation menu link visible to logged in users only
Source: https://help.kajabi.com/articles/website/pages/how-to-make-a-navigation-menu-link-visible-to-logged-in-users-only

Learn to create a customers-only experience by making navigation links visible only to logged-in users.

Create a customers-only experience by making links on your Navigation menu visible only to customers who are logged in to your site.

## Overview

Making navigation menu links visible only to logged-in users allows you to create exclusive content areas and personalized experiences for your customers. This feature is useful for member-only pages, course content, or any resources you want to restrict to authenticated users.

***

## Make a navigation menu link visible to logged-in users only

1. Open the **Website** tab from the Dashboard.
2. Select **Navigation**.
3. Locate an existing Navigation menu or [create a Navigation menu](/articles/website/navigation/build-navigation-menus).
4. Click the **Edit** icon next to an existing Navigation link or [create a Navigation link](/articles/website/navigation/how-to-assign-your-navigation-menu).
5. Select the **Visible to logged in users only** checkbox.
6. Click **Save** to save your changes:

<div>
  <iframe />
</div>


# Switch to the Website Builder
Source: https://help.kajabi.com/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder

Use advanced page editing capabilities to design Website pages

The **Website Builder** provides the latest editing capabilities for designing Website Pages. By installing a template and customizing it, you can build and launch a Website with a polished, completed look.

## Install a template

1. From the Dashboard, open the **Website** tab.
2. Click **Design**.
3. At the top of the page under the header, click **Template Store**:
   <img alt="Website Design Kajabi 06 29 2026 11 57 AM" />
4. Click your desired template.
5. Click **Add to saved templates**:
   <img alt="Template" title="Template" />

<Tip>
  **Tip:** Rename the newly installed template to an easily identifiable internal name by clicking the **more options (...) menu** next to the name, then select **Rename template**.
</Tip>

## Customize standard Website Pages

After installing a template, customize Website Pages to best fit your brand and business.

1. From the **Design** page, click the **Customize (color palette) icon**.
2. From the sidebar, open **Settings** to configure global page settings, including colors, button display, and font style and sizes. Click **Save** when finished:
   <img alt="Kajabi Admin Themes 2159328019 Settings Edit 06 29 2026 12 09 PM" />
3. To edit each page on your Website, select it from the top dropdown menu:
   <img alt="Top Menu Website Builder" />
4. Make any edits as needed and click **Save** on each to apply changes.

This allows you to build out your website behind the scenes.

[Customize Website Pages using the Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

## Activate a template

When you're ready to make the switch to the new website, activate the newly customized template.

Each Website template can be customized independently of each other. The activated template will be the only template visible to visitors. This allows you to design your website behind-the-scenes and launch with an all-new, completed look.

1. From the Dashboard, click **Website**, then **Design**.
2. Under **Saved Templates**, hover your cursor over the template.
3. Click **Set to live template**:
   <img alt="Screenshot 2026 06 29 At 12 30 03 PM (3)" />


# Publish and draft a page
Source: https://help.kajabi.com/articles/website/pages/how-to-publish-and-draft-your-page

Learn to set your Page Visibility Settings to Published or Draft.

Creating a page will automatically set it to draft. Update your Page Visibility Settings to keep your page hidden as you customize and publish when you're ready.

<div>
  <iframe />
</div>

## Overview

Page visibility settings allow you to control whether your page is live and accessible to visitors or hidden as a draft while you work on it. You can quickly toggle between Published and Draft status using a shortcut or through the Edit Page Details menu.

***

## Default visibility for a page

Creating a page will automatically set your page to draft. Update your Page Visibility Settings to keep your page hidden as you customize your page and publish when you're ready.

<Note>
  **Note:** A page in draft mode will redirect to your [Standard Website 404 Page](/articles/website/pages/how-to-build-your-404-page). Be sure to customize the 404 Page located in the Design section of your Website tab to match your branding and language if your users attempt to view a Drafted Page.
</Note>

***

## Change your page visibility: the shortcut

1. Open the **Website** tab from your Dashboard.
2. Click **Landing Pages**.
3. Locate the Landing Page you wish to Publish or Draft.
4. Select the **Visibility Setting (Published or Draft)** to the right of your Page Title.
5. Select your desired **Visibility Setting (Published or Draft)** from the dropdown menu:

<div>
  <iframe />
</div>

***

## Change your page visibility: Edit Page Details

1. Open the **Website** tab from your Dashboard.
2. Click **Landing Pages**.
3. Click the `…` menu to the right of the Landing Page you wish to Publish or Draft.
4. Select **Edit Details**.
5. Navigate to the Page visibility section and select Publish or Draft.
6. Click **Save** in the lower right corner to apply your changes:

<div>
  <iframe />
</div>


# Remove a call to action button in a text and image section
Source: https://help.kajabi.com/articles/website/pages/how-to-remove-a-call-to-action-button-in-a-text-image-section

Learn to remove a Call to Action button from a Text and Image Section in your landing pages.

Remove a Call to Action button from a Text and Image Section when you want a cleaner layout without a clickable button.

<div>
  <iframe />
</div>

## Overview

By default, the Text & Image Section generates a Call to Action button. If you prefer a section without a button, you can easily delete it through the page editor.

***

## Remove a Call to Action from a Text & Image Section

1. Open the **Website** tab from the Dashboard.
2. Open the page editor for your Page. [Learn more](/articles/website/pages/how-to-get-to-the-page-editor)
3. Choose the **Text and Image** Section from the sidebar.
4. Click **Call to Action** in the sidebar.
5. Scroll down and click **Delete this Block** in the sidebar and click **Save**:

<div>
  <iframe />
</div>


# Remove closed captions from a video
Source: https://help.kajabi.com/articles/website/pages/how-to-remove-closed-captions-from-a-video

Learn to delete Closed Captions uploaded to your video.

Remove Closed Caption files from your videos when you need to update or replace your captions.

<div>
  <iframe />
</div>

## Overview

Closed caption files can be removed from videos in both the Landing Page Editor and the Product Post Editor. This allows you to update your captions or remove them entirely if they're no longer needed.

***

## Delete closed caption files from your video

1. In the Landing Page Editor or the Product Post Editor, click **Video Actions**.
2. Select **Closed Captions**.
3. Click the **Delete** icon next to the Closed Caption file you wish to remove:

<img alt="Delete Closed Captions" />

Not sure how to get to Video Actions? Learn to access your Video Actions for a [Product Post](https://help.kajabi.com/hc/en-us/articles/360037062914#post) or a [Landing Page](https://help.kajabi.com/hc/en-us/articles/360037062914#page).


# Sell physical products on Kajabi with Shopify buy buttons
Source: https://help.kajabi.com/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons

Connect your Shopify Collection to your Kajabi site to sell physical products directly through your website.

Connect your Shopify Collection to your Kajabi site to combine the power of Shopify and Kajabi, allowing you to sell your physical products directly through your website.

***

## Create a buy button in your Shopify account

If you don't already have a Shopify account, you can create a [Shopify Lite account here](https://www.shopify.com/lite). Before creating your Buy Button, add your products to your Shopify Collection.

[Learn more about the Buy Button sales channel.](https://help.shopify.com/en/manual/online-sales-channels/buy-button/setup?section=Desktop)

**Create a Buy Button**

* Log into your Shopify account.
* Search **Buy Button** in the search bar.
* Select the **Buy Button channel**.
* Click **Install**:

<img alt="Buy Button channel - Sell your products on any website or blog | Shopify App Store" />

* Click **Add Sales Channel** to install.
* Then, click **Create a Buy Button**:

<img alt="My Store · Buy Button · Shopify" />

* Select the type of Buy Button you want to create.

We recommend creating the "Collection Buy Button" so that every time you change, add, or remove a Product from the Collection in your Shopify account it will dynamically adjust on your website. Conversely, the Product Buy Button will be updated individually per Product from your Shopify account:

<img alt="Select Collection or Product Buy Button" />

* Select the Product you wish to add or the Collection and click **Select**.
* Customize your Buy Button in the sidebar.

Be sure to customize the **Action when people click** according to your preference. Configuring this setting will allow your visitors to add items to a cart, checkout immediately, or view product details.

* Click **Next** after customizing your Buy Button.
* Click **Copy code to clipboard** to copy your Embed Code:

[Learn more about creating a Shopify Buy Button](https://help.shopify.com/en/manual/online-sales-channels/buy-button/create-buy-button).

***

## Add your collection to your Kajabi site

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

Add your copied Embed Code:

* Open the **Website** tab from the Dashboard.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar and click **Add Section**.
* Then, select **Custom Code** and click **Add**.
* Paste your Embed Code into the Custom Code text box.
* Click **Save** to keep your changes.
* Navigate to the top right corner of the sidebar to **Preview** and test:

<div>
  <iframe />
</div>

Now that you have added your collection to your site, preview your page to test your visitors' experience! [Learn to preview your page.](../../website/pages/preview-your-page)


# Set anchor links in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-set-anchor-links-in-your-page-with-premier

Learn how to use anchor links in Kajabi to navigate users from one page section to another.

Anchor links are used to navigate a user from one page section to another. Learn how to use **Anchor Links** in Kajabi.

<div>
  <iframe />
</div>

***

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated! If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/linking-to-a-section-of-a-different-page).
</Note>

Get started by first opening the page editor for your Legacy Template, Premier. [Click here to learn more](../../website/pages/customizing-your-website-with-the-legacy-template-premier)

***

## To add an anchor link to your page

1. In the **Section** you want to lead to, insert following tag in the **Heading** block of the section:

```html theme={null}
<a name="heading"></a>Heading
```

In this example:

* **BOOTCAMP** = the slug you will add to the URL in the link list.
* The **END NAME** "Kajabi Bootcamp" = text that will show on the page.

Therefore, the anchor would be:

```html theme={null}
<a name="BOOTCAMP"></a>KAJABI BOOTCAMP
```

<Note>
  **Note:** This will **only** work in the Title or Heading block of a section:
</Note>

<img alt="Kajabi admin themes settings edit" />

2. In the Navigation Menu, add the URL of the page you created step 1 on, then ADD "**#Bootcamp**" or whatever name you chose to the end with "#" right in front of the word:

<img alt="Kajabi admin links edit" />


# Set custom colors for all color pickers on a site
Source: https://help.kajabi.com/articles/website/pages/how-to-set-custom-colors-for-all-color-pickers-on-your-site

Learn how to customize your default color palette in Kajabi to integrate your brand colors across your site.

It's no secret that color plays a huge role in branding. The colors of your brand should be integrated across your site, your landing pages, your logo, and your product.

Learn how to customize your default color palette in Kajabi.

***

## Set custom colors

### To input custom colors

* Open **Settings** from your Dashboard.
* Then, click **Site Details**.
* Navigate to the **Colors** section.
* Select a color block and replace the hex code with your desired color hex code.
* Click **Save** to apply your changes:

<div>
  <iframe />
</div>


# Set up a Help Center template
Source: https://help.kajabi.com/articles/website/pages/how-to-set-up-your-help-center-template

Customize your Help Center landing page template to align with your brand and meet the needs of your audience.

Your Help Center is a critical resource for your customers, providing essential support and information. Customizing your Help Center landing page template ensures it aligns with your brand and meets the needs of your audience. Follow this guide to personalize your Help Center landing page in Kajabi.

***

## Customizing your Help Center landing page template

### Step 1. Access your Dashboard

* From your Kajabi Dashboard, navigate to **Website** > **Landing Pages**.

### Step 2. Create a landing page

* Click on New Landing Page to start building a customized Help Center page.

<img alt="How to Customize Your Help Center Landing Page Template - Step 2" />

### Step 3. Select the Help Center template

* Click View All (15) to browse templates, then scroll down to select **KHL Help Center.**
* Click **Get started** to begin customization.

<img alt="How to Set Up Your Help Center Template - Step 5" />

### Step 4. Name your Help Center page

* Enter a name for your page (e.g., "Help Center") and click **Create** to proceed.

### Step 5. Add a form to collect visitor information

* At the bottom of your Help Center template, click **Click here** to select a form to display.
* **Select a Form:** Choose a form that collects Name, Email, and Message fields to help you capture user inquiries effectively.

<img alt="How to Set Up Your Help Center Template - Step 7" />

### Step 6. Create a form (optional)

* If you need to create a form for your Help Center submissions, click **Edit your forms > New form.**
* Enter a title for your form, then click **Save**.

### Step 7. Customize form fields

* Click **Add Form Field** > Create a New Field
* Select "Text" under type
* Add a "Title" for your form field (we recommend "*How can we help you*?")
* Finally, click "Make this field required"

<img alt="How to Set Up Your Help Center Template - Step 14" />

### Step 8. Set a custom thank you page

* To redirect users after they submit a form, choose Send the contact to a custom [thank you page](../../marketing/forms/how-to-redirect-your-form-submitters-to-a-custom-thank-you-page) and save your settings.

### Step 9. Review and save your page

* Once you're satisfied with your Help Center layout and content, click Save to publish your customized Help Center page.

***

Customizing your Help Center landing page creates a cohesive, user-friendly support hub for your customers. Following these steps ensures your Help Center is both functional and reflective of your brand.


# Set up a multi-video launch section
Source: https://help.kajabi.com/articles/website/pages/how-to-set-up-your-multi-video-launch-section

Learn to set up a multi-video launch section to create a unique, interactive video viewing experience for your visitors.

Adding a Multi-Video Launch Section to your page displays multiple interactive images and a single video to give you the flexibility to design a unique viewing experience for your visitors.

Create and design your Multi-Video Launch Section and encourage your viewers to interact with your site to explore and learn more about the value you offer.

Learn to set up your Multi-Video Launch Section.

***

<Note>
  **Note:** This guide walks you through the process of utilizing the Multi-Video Launch Section to bring your viewer's focus to the value you offer, showcase your upcoming and recently published content, and actively engage viewers with your page. If you wish to display multiple videos that can be viewed directly from one page, read [How to Add Multiple Videos to Your Page](../../website/pages/how-to-add-multiple-videos-to-your-page) for details.
</Note>

***

## Multi-video launch section vs. multi-video launch block

### What is a multi-video launch section?

Adding the Multi-Video Launch Section can create a seamless video viewing experience for your visitors. The Multi-Video Launch Section is a great way to build anticipation, create teasers, and more for your videos and [Products](../../products/courses/courses-overview) while encouraging your visitors to actively engage with your page.

The **Multi-Video Launch Section** contains the following:

* Four **[Multi-Video Launch Blocks.](../../website/pages/how-to-add-a-multi-video-launch-block)**
* One **[Video Block](../../website/pages/how-to-add-a-video-block-to-your-pages)** to display a video directly from your page.

Take a look at the experience you can create with a Multi-Video Launch Section:

<div>
  <iframe />
</div>

The important features that make the Multi-Video Launch Section work to create an engaging video viewing experience for your visitors include:

| One Video Block                            | Four Multi-Video Launch Blocks   |
| ------------------------------------------ | -------------------------------- |
| Upload your main **Video**                 | Upload your **Thumbnail Images** |
| Upload your main Video **Thumbnail Image** | Configure your **Image Actions** |

### What is a multi-video launch block?

The [**Multi-Video Launch Block**](../../website/pages/how-to-add-a-multi-video-launch-block) is an interactive image. It can be used to create teasers for your Product, showcase past, present, and future video content, or simply display a thumbnail image for your videos to launch into separate pages to enhance your visitor's experience on your page:

<div>
  <iframe />
</div>

The Multi-Video Launch Block can be used with any variety of Blocks in a Section to create unique, interactive pages, as in the example displayed above. However, using the Multi-Video Launch Block with a Video Block in the Multi-Video Launch Section can help you create a unique video viewing experience for your page visitors.

***

## Setting up your multi-video launch section

Begin building your interactive video experience by adding and designing your Multi-Video Launch Section.

### Step 1. Add a multi-video launch section

This will add four Multi-Video Launch Blocks and one Video Block to your Section to create a seamless experience for your visitors.

* Click the **Website** tab from your Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* In the sidebar search bar, enter **Multi-Video Launch**.
* Select **Multi-Video Launch**.
* Click **Add**:

<div>
  <iframe />
</div>

### Step 2. Upload your main video

* Hover over the large Video Block and click **Edit**.
* In the sidebar, click the **Video Actions** dropdown menu.
* Select **Upload a New File** or **Select a Recent File**.
* Select your Video File and click **Save**.
* Once uploaded, click **Save** to continue processing:

<div>
  <iframe />
</div>

Read [How to Add a Video Block to your Page](../../website/pages/how-to-add-a-video-block-to-your-pages#customize-your-video-block) for a breakdown of uploading a video and adding your thumbnail image.

### Step 3. Upload images for each multi-video launch block

* Hover over the Multi-Video Launch Block you wish to edit.
* Click **Edit**.
* In the sidebar, click **Select Image**.
* From the dropdown menu, click **Upload a New File** or **Select a Recent File**.
* Use the File Picker to select your Image.
* Click **Save** to keep your changes.
* Repeat for each Multi-Video Launch Block:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Upload the thumbnail image used for your main Video Block in the Active Multi-Video Launch Block. This will communicate to your viewers that the Active Multi-Video Launch Block is available to view by clicking the Play button displayed over the main Video Block. [Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)
</Tip>

***

## What can you do with the multi-video launch block?

Remember, the Multi-Video Launch Block is an interactive image. This means the next step of designing your Multi-Video Launch Block Section is configuring your Multi-Video Launch Block **Image Action**.

Allow your creativity to take flight with this step.

### Image action

* **Go to a Landing Page** to redirect your visitors to any custom Page on your Kajabi site. This can be anything from a Sales Page or a [Page containing a Video Block](../../website/pages/how-to-add-a-video-block-to-your-pages) that plays the Video displayed in the Thumbnail image. Simply create a separate Page with your Video and link to your Page from the Multi-Video Launch Block. This is a great option for a clickable Multi-Video Launch Block for previously active Videos.
* **Go to a Checkout Page** to make a sale by redirecting your visitors to an Offer Checkout Page in order to gain access to the video or product advertised in the Block.
* **Download a file** can be used to allow your page visitors to [download a file](../../website/pages/how-to-upload-a-pdf-onto-a-page) of your choosing. Perhaps you want to allow your visitors to download your Video showcased by the thumbnail image in the Block.
* **Go to a URL** to lead to another Page. The sky is the limit with this option. Simply copy and paste the link of any page you choose. For example, paste the URL of an external Website Page, a Checkout Page, a Social Networking Page, and more.
* **Open two step optin popup** to trigger a popup optin form when the image is clicked. Learn how to use the [two step optin popup](../../website/pages/how-to-use-the-two-step-optin-popup).
* **Go to a section on this page** can be used to redirect your visitor to a separate Section of the Page.

### State

Selecting the State of your Multi-Video Launch Block is a crucial step to making your Section work to create a seamless experience for your visitors. Customize your Multi-Video Launch Section to be Clickable, Active, or Locked.

#### Clickable

If you set up your Image Action, selecting Clickable as the State will make your image trigger the Action as specified by the Image Action:

<img alt="Clickable state settings" />

#### Active

The Image is in a static state (unclickable), but the image retains its color, differentiating itself from Locked. You will also notice that your Multi-Video Launch Block thumbnail is surrounded by a thin blue border to signal to your visitors that the video is Active.

Use this State to communicate to your visitors that the Main Video Block on the Page is the Active Multi-Video Launch Block. To do so, use identical Thumbnail images for your Active Multi-Video Launch Block and your Video Block:

<img alt="Active state settings" />

#### Locked

Selecting Locked will make your Image unclickable and greyed out. This is a great way to create teasers or anticipation with the Block:

<img alt="Locked state settings" />

<Tip>
  **Tip:** If you choose to Activate a Locked Multi-Video Launch Block, simply switch out the Thumbnail Image and Video uploaded into your main Video Block to match the Multi-Video Launch Block you choose to Activate. Then, change the State of your Multi-Video Launch Block to Active.
</Tip>

### Label

Customize the text displayed above the Title.

Default Label: Video 1

### Text

Customize the text immediately above the Image.

Default Text: Your Video Title

<Tip>
  **Tip:** Read [How to Add a Multi-Video Launch Block](../../website/pages/how-to-add-a-multi-video-launch-block) for more details to customize the look and feel of your Block.
</Tip>


# Speed up a Kajabi site: Boost desktop and mobile load times
Source: https://help.kajabi.com/articles/website/pages/how-to-speed-up-your-kajabi-site-boost-desktop-and-mobile-load-times

Learn steps to improve your Kajabi site's performance and load speed on both desktop and mobile platforms.

Experiencing slow load times on your Kajabi site can be frustrating for both you and your visitors. Slow websites can negatively impact user experience and SEO rankings, especially on mobile devices where users expect quick access.

Fortunately, there are steps you can take to improve your site's performance. Follow these easy steps to enhance your Kajabi site's load speed on both desktop and mobile platforms.

***

## Step 1: Compress your images

Large image files can significantly slow down your website. Compressing these images can reduce their file size without losing quality, leading to faster load times.

* **Use Image Compression Tools:** Tools like ImageOptim (for Mac users) or TinyPNG (for all platforms) can drastically reduce image sizes.

***

## Step 2: Optimize page content

The amount and type of content on your page can affect its load time. Optimizing your content can help speed up your site.

* **Evaluate Your Content:** Look through your pages to identify any content causing slowdowns. This could include large video files, unnecessary scripts, or excessive high-resolution images.

***

## Step 3: Limit the use of external scripts

External scripts, such as those for analytics, social media buttons, or chatbots, can slow down your page load times.

* **Review and Remove Unnecessary Scripts:** Check your site for any scripts that are not essential and remove them. For the scripts you need, ensure they are loaded asynchronously to minimize impact on performance.

***

## Step 4: Test your site speed

After making these changes, it's important to test your site's speed to see the improvements.

* **Use Speed Testing Tools:** Tools like Google PageSpeed Insights or GTmetrix can give you insights into your site's performance before and after making these changes.

***

## Additional tips

* **Regularly Update Your Site:** Keep your Kajabi site and any integrations up to date to ensure you're using the most efficient versions.
* **Monitor Your Site's Performance:** Regularly check your site's load times and make adjustments as needed to maintain optimal speed.


# Troubleshoot files not uploading
Source: https://help.kajabi.com/articles/website/pages/how-to-troubleshoot-files-not-uploading

Learn to troubleshoot your site when experiencing issues uploading files.

Are you experiencing issues when attempting to upload a file to your site? Learn to troubleshoot your site to upload your desired files.

***

## Step 1. Log out and log back in

If you are experiencing issues or errors when attempting to upload your file to your site, begin your troubleshooting process by logging out of your Kajabi account and logging back in.

Still unable to upload your file? Move on to step 2.

***

## Step 2. Clear the web browser cache

Have you attempted to upload your file with a different browser? You may be experiencing a browser or caching issue.

If you've been able to upload your file with a different browser, try clearing your browser cache.

Clearing your web browser's cache and cookies provides a "clean slate" for you. Your browser will be reset and you can try again with a fresh browsing setup. Read popular web browser guides on clearing your browser's cache:

* **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
* **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
* **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.

If you are using another web browser, check its support site for instructions on clearing cache and cookies.

<Note>
  **Note:** When managing your browser's settings to clear cache and cookies from your web browser, be sure to continue allowing third-party cookies to avoid experiencing the [Login Page error](../../website/pages/why-does-the-login-page-or-404-error-keep-appearing-when-editing-my-site).
</Note>

***

## Verify file size limits

Each upload type in Kajabi has a maximum file size:

| Upload type              | Maximum file size |
| ------------------------ | ----------------- |
| Images                   | 5 MB              |
| Videos                   | 4 GB              |
| Audio                    | 4 GB              |
| Documents and files      | 500 MB            |
| Downloadable attachments | 1 GB              |
| Template ZIP files       | 10 MB             |

If your file exceeds these limits, compress it before uploading. Learn about [compatible file types and upload limits](../../website/pages/what-are-compatible-file-types-i-can-upload-in-kajabi).

## Compress your file

Compressing your files is a best practice when uploading images and videos onto your site.

We recommend downloading [Handbrake](https://handbrake.fr/downloads.php) to compress your videos. [Learn to compress files with Handbrake](../../website/pages/how-to-compress-a-video-file-using-handbrake).

There are many compression tools available. Research and find the tool that works best for your workflow.

***

## Still experiencing issues? Contact support.

If the issues you are experiencing when uploading your files persist, please provide the following information when reaching out to our [support team](../../resources/support/how-to-contact-kajabi-support):

* What is the file size?
* Where are you uploading the file to? (i.e., Course Lesson, Landing Page, etc.)
* Where are you uploading the file from? (i.e., your computer, Google Drive, Dropbox, etc.)


# Troubleshoot Kajabi if pages don't load properly
Source: https://help.kajabi.com/articles/website/pages/how-to-troubleshoot-kajabi-if-your-pages-dont-load-properly

Follow troubleshooting steps to fix pages that aren't loading properly on your desktop or laptop devices.

If your pages on Kajabi aren't loading properly on your desktop or laptop devices, follow the troubleshooting steps listed in this guide.

***

## Why does this happen?

If your pages look similar to the image below with inconsistent formatting, you may have a web protection or antivirus software blocking your web content, a browser issue, or a problem with your internet connection.

<img alt="Page not loading properly example" />

Follow this guide to troubleshoot Kajabi if your pages are not loading properly.

If you are using a different web browser or antivirus software, check its support site for specific instructions.

<Note>
  **Note:** Are you experiencing a 404 error or seeing the login page when editing your site? [Learn how to remedy this issue here.](../../website/pages/why-does-the-login-page-or-404-error-keep-appearing-when-editing-my-site)
</Note>

***

## Step 1. Clear your browser cache

Your page may not load properly if your browser is blocking your web content.

Have you attempted to log in with a different browser? If not, try accessing your Kajabi account with a different web browser (e.g., Safari, Google Chrome, Firefox, etc.).

If your page loads normally with a different web browser, try clearing your browser cache.

Here are a few commonly used browsers and their support guides for how to clear the browser cache:

* **Using Google Chrome?** Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?hl=en) on Clearing Cache and Cookies.
* **Using Safari?** Read [Apple's Support Guide](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) on Removing Stored Cookies and Data.
* **Using Firefox?** Read [Mozilla's Support Guide](https://support.mozilla.org/en-US/kb/delete-browsing-search-download-history-firefox) to delete browsing, search, and download history.

***

## Step 2. Inspect your page

If you continue to have trouble logging into your account after attempting the previous steps you may be experiencing an issue with your web protection or antivirus software.

Use the Inspect tool to view the error in your browser's error console to find out if your antivirus software may be blocking your content from loading.

### Chrome

If you are using the Chrome web browser when the page fails to load:

* Hover over the page that fails to load properly and right-click anywhere on that page.
* Select **Inspect**.
* Open the **Console** tab.
* Scroll through the page and locate any red errors with the descriptor "blocked by network" or similar language like "network access denied":

<img alt="Chrome console error example" />

[Learn more about Chrome DevTools](https://developers.google.com/web/tools/chrome-devtools/console).

### Safari

#### Step 1. Enable the developer menu

[Learn to enable the developer menu with Safari's support guide](https://support.apple.com/guide/safari/use-the-developer-tools-in-the-develop-menu-sfri20948/mac).

#### Step 2. Open the developer menu in your Safari page

* With the page open on your Safari web browser, select the **Develop** tab.
* Then, select **Show Javascript Console**.
* Scroll through the page and locate any red errors with the descriptor "blocked by network" or similar language like "network access denied".

### Additional web browsers

* **Firefox**\
  If you are using the Firefox web browser when the page fails to load properly, read Mozilla Firefox's support guide, [Browser Console](https://developer.mozilla.org/en-US/docs/Tools/Browser_Console).
* **Microsoft Edge**\
  If you are using the Microsoft Edge web browser when the page fails to load properly, read Microsoft Edge's support guide, [Open Microsoft Edge DevTools](https://docs.microsoft.com/en-us/microsoft-edge/devtools-guide-chromium/open/?tabs=cmd-Windows).
* **Opera**\
  If you are using the Opera web browser when the page fails to load properly, read Opera's support guide, [Testing and Debugging](https://dev.opera.com/extensions/testing/).

If your error console displays any red errors with the descriptor "blocked by network" or similar language like "network access denied", your antivirus software may be blocking your web content from properly loading.

Most commonly, antivirus softwares like McAfee have been known to cause problems with pages loading properly.

If you have McAfee installed on your device, read McAfee's guide on [How to enable or disable McAfee Net Guard](https://service.mcafee.com/?locale=en-IN\&articleId=TS101820\&fromSearch=true\&page=shell\&shell=article-view) to allow Kajabi to load properly on your device.

**Do you use a different antivirus software?**

If you are using a different antivirus software, check its support site for specific instructions on how to allow Kajabi programs with your installed software.

***

## Step 3. Contact your internet service provider

Lastly, if you have cleared your browser cache, tried a different browser, and updated your antivirus software, you may need to contact your internet service provider.

It's possible your internet service provider may be blocking the site content or may have cached an older version of the site.

<Note>
  **Note:** Are you experiencing issues with your custom domain not loading properly or DNS related issues? Check out this Help Center article on [managing your DNS records on Kajabi!](../../website/domains/how-to-manage-your-dns-records-on-kajabi) If you are still experiencing issues, please get in touch with [Kajabi Support](../../resources/support/how-to-contact-kajabi-support) for Custom Domain assistance.
</Note>


# Update a template
Source: https://help.kajabi.com/articles/website/pages/how-to-update-a-template

Learn to update your templates for Website Pages, Landing Pages, Product Pages, and Emails to fix bugs or add features.

Learn to update your Templates for your Website Pages, Landing Pages, Product Pages, and Emails to fix bugs or add any features that may be available with the latest template version.

<div>
  <iframe />
</div>

<Note>
  **Note:** You may see some visual differences in our videos as we have features that are in the process of rolling out. You will see these changes reflected in your account in the future.
</Note>

<Note>
  **Note:** Previously installed Website and Product templates will remain in your Template Menu as inactive until they have been reactivated or manually deleted.
</Note>

***

## Website template

Update the template for your Website on Kajabi to apply bug fixes and install the latest editing capabilities that may be available with your Website Template.

If your website is built with the legacy template, Premier, the best way to update your website is by installing the same template you are currently using.

However, we recommend rebuilding your website with the latest design templates, featuring rich editing capabilities only available with the latest version of the Website Builder.

[Learn how to make the switch to the website builder](../../website/pages/how-to-make-the-switch-to-the-new-website-builder)

### Update your website template

Updating your website template will apply all of the latest editing capabilities and any bug fixes that may be available with the version to your website pages.

This can greatly improve your experience with the website builder for your template and give you access to the latest features Kajabi may have included with your template.

Before attempting to update your template, it is important to keep in mind that updating your template is supported with compatible templates:

* **Website Page Template Update** only supports Encore Beta 0.4.0, 0.4.1, and 1.0.0-GM as well as Encore 1.x and higher. Other versions of Encore Beta and Premier versions will not be able to view or access the "Update" Template button.
* **Landing Page Template Update** only supports Encore 2.x and higher. Anything in the 1.x. generation of Encore is not supported.

#### To update your website template

* Open the **Website** tab from your Dashboard.
* Click the **Website Pages** tab.
* Locate the template you wish to update.
* Click **Update**.
* Review the information provided in the Update Modal.
* Acknowledge and check the disclaimer, "I understand that any changes I've made using the Code Editor may not be applied to this template version".
* Then, click **Update now**:

<div>
  <iframe />
</div>

Looking to add a website template from the template store? [Click here](../../website/pages/how-to-upload-a-new-website-template) to learn more.

### Revert your website template

If you do not want to keep the updated version of your website template, you can easily revert back to your previously saved template with the revert template feature.

If you have not updated your template, you will not have the option to revert back to a previous version.

<Warning>
  **Important:** Any changes made to the current version will be lost when reverting to your previous template.
</Warning>

#### To revert back to your previously saved template version

* Open the **Website** tab from your Dashboard.
* Click the **Website Pages** tab.
* Locate the template you wish to update.
* Click the `…` menu icon.
* Select **Update Template**.
* Then, click **Revert**.
* Confirm your desire to revert your template by acknowledging the prompt.
* Then, click **Revert**:

<div>
  <iframe />
</div>

***

## Page template

Update your landing page template to apply bug fixes and install the latest editing capabilities that may be available with your Landing Page Template.

If your website is built with legacy templates, the best way to update your website is by installing the same template you are currently using.

However, we recommend rebuilding your website with the latest design templates. With the latest design templates you can build your pages with rich editing capabilities only available with the latest version of Kajabi Pages.

[Learn to design your landing pages with Kajabi Pages](../../website/pages/pages-explained)

<Note>
  **Note:** If your original page is built with a legacy template, your data will not automatically transfer onto landing pages built with Kajabi Pages and conversely, pages built with Kajabi Pages will not automatically transfer into pages built with a legacy template.
</Note>

### Update your landing page template

Updating your template will apply all of the latest editing capabilities and any bug fixes that may be available with the version to your pages.

This can greatly improve your experience and give you access to the latest features Kajabi may have included with your template.

#### To update your website template

* Open the **Website** tab from your Dashboard.
* Select the **Landing Pages** tab.
* Locate the template you wish to update.
* Click **Update**.
* Review the information provided in the Update Modal.
* Click **Preview Update**.
* Acknowledge and check the disclaimer, "I understand that any changes I've made using the Code Editor may not be applied to this template version".
* Then, click **Update now**:

<div>
  <iframe />
</div>

<Note>
  **Note:** Attempting to update a Landing Page template using the Encore 1.X.X version (e.g., Encore 1.2.1) may result in an invalid error. Due to incompatibility, you may need to build a landing page using a template newer than 2.0.0 in order to get the latest functionality.
</Note>

### Revert your landing page template

If you do not want to keep the updated version of your template, you can easily revert back to your previously saved template with the revert template feature.

If you have not updated your template, you will not have the option to revert back to a previous version.

<Warning>
  **Important:** Any changes made to the current version will be lost when reverting to your previous template.
</Warning>

#### To revert back to your previously saved template version

* Open the **Website** tab from your Dashboard.
* Select the **Landing Pages** tab.
* Locate the template you wish to revert.
* Click the `…` menu icon.
* Select **Update Template**.
* Then, click **Revert**.
* Confirm your desire to revert your template by acknowledging the prompt.
* Then, click **Revert**:

<div>
  <iframe />
</div>

***

## Product template

Update your Product template for bug fixes and added features.

Updating your Product Template will automatically import your Product content to your template when activated.

<Note>
  **Note:** Installed Product Templates can be customized independently from one another. If you have existing Customers in your Product, they will not see your changes to an inactive template. This allows you to customize your newly installed Product Template behind-the-scenes until you are ready to activate the template for your Customers.
</Note>

### Update your product template

#### To update your Product template

* Open the **Product** tab from the Dashboard.
* Select the Product you wish to customize.
* Click **Customize**.
* Locate the template you wish to update.
* Open the `…` icon next to the template you wish to update.
* Click **Update**.
* Review the information provided in the Update Modal.
  * Click **Get Details** if you wish to learn more about the updates.
* Click **Preview Update** to preview the changes included with the template update.
* Acknowledge and check the disclaimer, "I understand that any changes I've made using the Code Editor may not be applied to this template version".
* Then, click **Update now**:

<div>
  <iframe />
</div>

### Revert your product template

If you do not want to keep the updated version of your product template, you can easily revert back to your previously saved template with the revert template feature.

If you have not updated your template, you will not have the option to revert back to a previous version.

<Warning>
  **Important:** Any changes made to the current version will be lost when reverting to your previous template.
</Warning>

#### To revert back to your previously saved template version

* Open the **Product** tab from the Dashboard.
* Select the Product you wish to customize.
* Click **Customize**.
* Locate the template you wish to update.
* Click the `…` menu icon next to the template.
* Select **Update Template**.
* Then, click **Revert**.
* Confirm your desire to revert your template by acknowledging the prompt.
* Then, click **Revert**:

<div>
  <iframe />
</div>

***

## Email template

### Update your email template

Your email templates may have access to bug fixes or include features. If you have created a custom email template, you can easily update your email template to gain access to the latest template version.

#### To update your email template

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Locate the **Template** you wish to update.
* Click the `…` icon to access more actions.
* Select **Update template**:

<div>
  <iframe />
</div>

### Revert your email template

If you do not want to keep the updated version of your email template, you can easily revert back to your previously saved template with the revert template feature.

If you have not updated your template, you will not have the option to revert back to a previous version.

<Warning>
  **Important:** Any changes made to the current version will be lost when reverting to your previous template.
</Warning>

#### To revert back to your previously saved template version

* Open the **Marketing** tab from your Dashboard.
* Click **Manage Templates**.
* Locate the **Template** you wish to update.
* Click the `…` icon to access more actions.
* Select **Update template**.
* Then, click **Revert**.
* Confirm your desire to revert your template by acknowledging the prompt.
* Then, click **Revert**.

***

## Updating a 3rd party theme

If you have a 3rd party theme installed from our [Theme store](https://templates.kajabi.com/) or external theme provider you can now update that theme directly through Kajabi.

### Please note

* Any custom code installed through the [Kajabi Code Editor](../../website/pages/how-to-access-the-code-editor), will not be copied over.
* Any custom code installed through the Kajabi Builder will be copied over.
* Any settings in .json, such as fonts, style guides, etc will be copied over.
* Any previous changes to sections and blocks will be copied over.
* Ensure you upload the same theme file, or your file may be corrupted. For example, upload the same website theme, landing page theme, etc for updates. Do not mix and match these files.

### How to update a 3rd party Website theme

* From your Kajabi Dashboard, open the **Website** tab.
* Select the **Design** tab.
* Scroll until you see **Saved Templates**.
* Click **Upload Template**.
* In the File Uploader, drag your updated 3rd party template theme zip to install.
* If you wish to revert these changes, select Update theme again, then click **Revert**.

### How to update a 3rd party Landing Page theme

* Open the **Website** tab from your Dashboard.
* Select the **Landing Pages** tab.
* Locate the template you wish to update.
* Click the `…` menu icon.
* Select **Update Template**.
* Then, **Upload Theme**.
* In the File Uploader, drag your updated 3rd party template theme zip to install.
* If you wish to revert these changes, click **Revert**.


# Upload a favicon to a page
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-a-favicon-to-a-page

Learn to add your logo and branding to your pages by uploading a favicon image.

Learn to add your logo and branding to your pages by uploading a favicon image to your page.

<div>
  <iframe />
</div>

***

This guide refers to the latest page editor available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-add-a-favicon-to-your-page-with-premier).

***

## What is a favicon?

A favicon is a small icon on a website's tab or window in your browser.

You're probably familiar with the favicon for the sites you frequently visit, such as the blue Kajabi favicon for this very page:

<img alt="Kajabi - The All-In-One Online Business Platform" />

While adding a favicon is simple, it's just one more way you can signal your business's professionalism and reinforce your brand. The ideal image file size for favicons is 32x32 px (PNG). However, if you upload a bigger image Kajabi will help you resize it.

[Learn to customize your images with Adobe Express.](../../website/pages/how-to-customize-your-images-on-kajabi-with-adobe-express)

***

## How to upload your favicon

* Open the **Website** tab from the Dashboard.
* Select the **Website Pages** tab or **Landing Pages** tab to locate the page you wish to update.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Open **Settings** in the sidebar panel.
* Select **Favicon**.
* Choose from a recent image or upload an image.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Upload a landing page template
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-a-landing-page-template

Customize the look and feel of your landing pages by uploading a custom template.

Customize the look and feel of your landing pages by uploading a custom template.

***

## Landing page templates

Design your landing pages with the ever-growing library of stylized landing page templates featuring intuitive settings and design flexibility or upload a custom template that best fits your brand and style.

### To upload a landing page template

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Open your **Landing** pages folder.
* Navigate to the top-right corner and click **Upload Template**.
* Upload your .ZIP file:

<div>
  <iframe />
</div>

<Note>
  **Note:** There is a 10MB file limit when uploading a landing page template.
</Note>

Your imported page can now be accessed from your Landing Pages.

After uploading your landing page to your other Kajabi site, customize your page details to change the page title, page link, and SEO settings. [Learn to customize your Page Details](../../website/pages/customize-your-page-details).


# Upload a website template
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-a-new-website-template

Learn to upload website templates, export and import templates, and activate your fully customized templates.

Website design templates allow you to customize the look of your Standard Website Pages located in the Pages section of your Website tab. Each Website template can be customized independently from each other to help you create and design your brand. Learn to upload website templates, export and import templates, and activate your fully customized templates.

<Note>
  **Note:** This article covers the standard website page templates. [Click here to learn how to upload a landing page template](../../website/pages/how-to-upload-a-landing-page-template) or [click here to learn how to upload a course product template](../../products/courses/course-templates).
</Note>

***

## Website templates

Design your [standard website pages](../../website/pages/customizing-your-website-pages-with-the-website-builder) with the ever-growing list of free stylized site templates, featuring intuitive settings and design flexibility:

<img alt="Website templates preview" />

***

## Add a template

Installing a template will automatically generate as an inactive template in your website design tab. This allows you to customize and edit your design behind-the-scenes until you are ready to activate (or make visible) for your website visitors.

### To add a template

* Open the **Website** tab from your Dashboard.
* Click **Design**.
* Then, select **Template Store** from the top menu:

<img alt="Website Design - Kajabi" />

* Select your **Template** from the Template Store.
* Click **Add to saved templates** to save the Template.

<div>
  <iframe />
</div>

After installing your template, customize your Standard Website Pages to fit your brand and business. [Learn to customize with the Website Builder](../../website/pages/customizing-your-website-pages-with-the-website-builder).

Navigate through your pages by using the dropdown menu in the bottom left corner of your page editor.

Then, when you are ready, activate your website template:

* Go to **Saved Templates**.
* Hover your cursor over the **Template**.
* Click **Set to live template**.
* Click **Set to live template** to confirm this action:

<div>
  <iframe />
</div>

It is important to keep in mind that your activated Website Template will change the template for all of your [website pages](../../website/pages/customizing-your-website-pages-with-the-website-builder), but it will not impact your [standalone landing pages](../../website/pages/pages-overview#h_01F62KH7SNYC9TGKVSANMYDC7Z).

<Note>
  **Note:** Switching between website templates will not affect your content, comments, or admin settings.
</Note>

***

## Rename your template

Rename your template to easily identify different templates you choose to add and Activate.

### To rename your template

* Open the **Website** tab.
* Open the **Design** tab:

<img alt="Website Design - Kajabi" />

* Go to **Saved Templates**.
* To the right of your Template Title click `…`.
* Select **Rename template**.
* Enter your desired Title in the **Name** text box.
* Click **Save**:

<div>
  <iframe />
</div>

***

## Update your template

Maintain your website template by regularly checking for updates. Your template may need to be updated to install bug fixes and features that will help improve your experience with your website.

[Click here to learn how to update your Website Template](../../website/pages/how-to-update-a-template#h_01EEXQE524GQB8SW6SY2HPBZCN).

<img alt="Update template button" />

***

## Export/Import a template

Export your template to share with your team or clients or simply save your template to an external hard drive.

To **Export** a template from your site:

* Open the **Website** tab from the Dashboard.
* Click the **Design** tab:

<img alt="Website Design - Kajabi" />

* Go to **Saved Templates**.
* Click the `…` next to your saved template and choose **Export as .zip**:

<div>
  <iframe />
</div>

<Note>
  **Note:** The logged-in admin will be sent the exported template through email. Click on the link in the email to download the file. Save the exported template file to your hard drive.
</Note>

### Import a template

Have a custom template built for your site on Kajabi? Import your file to the Website Design tab to add your custom website template.

To **Import** a template to your site:

* Open the **Website** tab from the Dashboard.
* Click the **Design** tab.
* Select **Upload Template.**
* Upload your file:

<div>
  <iframe />
</div>

<Note>
  **Note:** There is a 10MB file limit when uploading a website template.
</Note>


# Upload a PDF onto a page
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-a-pdf-onto-a-page

Learn how to upload a PDF file onto a page to provide supplemental or additional content.

PDF files can be used to give an existing or potential customer supplemental or additional content. Learn how to upload a PDF file onto a page.

<div>
  <iframe />
</div>

***

This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-upload-a-pdf-onto-your-page-with-premier).

***

## Uploading a downloadable PDF file to your page

Include a downloadable PDF file on your page by using a Call to Action to trigger the file.

With the Call to Action Block, upload your downloadable file. [Learn more about the Call to Action](../../website/pages/how-to-use-a-call-to-action).

After setting up your downloadable PDF with a Call to Action, your page visitors will be able to click the button to launch your file to download onto their device.

<Note>
  **Note:** The downloadable file URL cannot be edited unless you host your file using a third-party file storage platform (e.g., Dropbox, Google Drive, etc.). Keep in mind, your chosen file storage platform may have their own specific URL conventions.
</Note>

***

## Step 1. Create a Call to Action

* Open the **Website** tab from the Dashboard.
* Select either **Website Pages** or **Landing Pages**.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a Section](../../website/pages/add-sections-to-your-pages) to add a Call to Action (CTA).

Learn to [create a Call to Action (CTA)](../../website/pages/add-a-basic-content-section-to-your-page#call-to-action) for details.

***

## Step 2. Set up your button action

* After creating a CTA, navigate to the sidebar.
* Scroll to Button Action and select **Download a file** from the dropdown.
* Click **Pick File** and upload your PDF file.
* When the file has finished uploading, click **Save**:

<div>
  <iframe />
</div>

[Preview](../../website/pages/preview-your-page) and test your Call to Action (CTA) Button.

When the Call to Action Button is clicked, a tab will be created with the PDF document.

<Tip>
  **Tip:** Uploading a downloadable file such as a PDF can be done with a *Call to Action Button* and with the *Image Action* and *Action drop-down menus* located in various Sections. This is a great way to add branded imagery to identify your downloadable files!
</Tip>


# Upload a PDF onto a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-a-pdf-onto-your-page-with-premier

Learn to upload a PDF file onto your pages built with the legacy template, Premier.

Learn to upload a PDF file onto your pages built with the legacy template, Premier, to provide your users with additional or supplemental content.

<div>
  <iframe />
</div>

***

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated! If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-upload-a-pdf-onto-a-page).
</Note>

***

## To upload a downloadable PDF file onto a Page

* Open the **Website** tab from your Dashboard.
* Select the page you would like to upload your PDF document to and click **Customize**.
* Click **Add Section** in the sidebar.
* Then, select **Call to Action.**
* In the sidebar, scroll to "Button Action" and select **Download a File** from the dropdown.
* Click **Pick File** and upload the desired PDF file.
* When the file has finished uploading, click **Save**:

<div>
  <iframe />
</div>

[Preview](../../website/pages/preview-your-page) and test your Call to Action (CTA) button.

When the Call to Action button is clicked, a tab will be created with the PDF document.

<Tip>
  **Tip:** Uploading a downloadable file such as a PDF can be done with a **Call to Action button** and with the **Image Action** and **Action** drop-down menus located in many Premier sections!
</Tip>


# Upload from a list of recent videos or images
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-from-a-list-of-recent-videos-or-images

Learn how to easily upload from previously uploaded images or videos stored on your site.

After uploading an image or video to Kajabi, it is stored in your site to easily upload again.

***

## To upload from a list of recent videos or images

* Open the editor for Pages, Products, or Settings.
* Edit the area containing an image or video.
* Choose **Select a Recent File** from the dropdown:

<div>
  <iframe />
</div>

View up to 100 files from your list of recent uploads.

<Warning>
  **Important:** Do not use the Recent Files option as your primary method of storing your business images. We highly recommend keeping copies of your files on your local hard drive and creating backups. Uploading images and videos from your hard drive (as files) to Kajabi will retain the integrity of the original file.
</Warning>


# Upload a favicon and logo used on templates
Source: https://help.kajabi.com/articles/website/pages/how-to-upload-your-favicon-and-logo-used-on-new-templates

Upload your default logo and favicon that will be used on all newly created Website and Page templates.

The Branding section in Site Details will allow you to upload your default logo and favicon that will be used on all newly created Website and Page templates.

<div>
  <iframe />
</div>

***

## What is a favicon?

A favicon is a small icon on a website's tab or window in your browser.

You are probably familiar with the favicon for the sites you frequent, such as the blue Kajabi favicon for this very page:

<img alt="Kajabi - The All-In-One Online Business Platform" />

While adding a favicon is simple, it is one more way to signal your business's professionalism and reinforce your brand.

Keep in mind, the ideal image file size for favicons is a 32x32 PNG. However, if you upload a bigger image Kajabi will help you resize it.

<Note>
  **Note:** If you have created landing pages before setting your favicon in your Site Settings, you will need to manually add your favicon to each page created prior to setting up your favicon. Pages created after setting your favicon will automatically include your favicon set up in your Site Settings.
</Note>

***

## Upload your favicon and logo

* Open the **Settings** tab from your Dashboard.
* Select **Site Details**.
* Scroll down to the **Branding** section.
* Click **Choose a social image** and follow the prompts to upload your image.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** You can still edit the favicon and logo on individual pages in the template editor for a Website or Page. The **Branding** setting will only set the default favicon.
</Tip>


# Use a Call to Action
Source: https://help.kajabi.com/articles/website/pages/how-to-use-a-call-to-action

Learn to use a Call to Action (CTA) on your pages to encourage website visitors to take action.

Learn to use a Call to Action (CTA) on your pages to encourage your website visitors to open a separate page, purchase an offer, and much more.

<div>
  <iframe />
</div>

***

This guide refers to the latest page template available with the Website Builder and Kajabi Pages. If you are using the Premier Legacy Templates, please refer to the guide [here](../../website/pages/how-to-use-a-call-to-action-in-your-page-with-premier).

***

## What is a Call to Action?

A Call to Action is typically used to provoke an immediate response from your users to subscribe or purchase.

However, Kajabi has built the Call to Action as a button to be used for a variety of purposes by configuring the Button Action:

* Lead a visitor to a custom **Landing Page.**
* Lead to a sale by going to a **Checkout Page.**
* Encourage your audience to **download a file.**
* Lead to any website page with a **URL link.**
* Open a **Two-Step Optin Popup.**
* Act as a link to **lead to a section of the page.**

This gives you the flexibility to use Call to Action buttons to best fit your business.

<img alt="Call to Action example" />

To lead to your Offer checkout page, we recommend copying the link to your Offer and using a Call to Action set to Go to a URL for the best results. Be sure to use the full URL, including "https\://" when linking. For example, `https://kajabi.com/`.

<Tip>
  **Tip:** Create an email link or a telephone link with a Call to Action button to encourage your users to email or call you. [Click here to learn how to create an email link](../../website/pages/how-to-add-a-mailto-link-with-a-cta) or [Click here to learn how to create a telephone link](../../website/pages/how-to-create-a-telephone-link).
</Tip>

***

## Where can I use a Call to Action Button?

A Call to Action Button can be used in any section of your pages built on Kajabi and throughout your Kajabi website with the [Website Builder](../../website/pages/customizing-your-website-pages-with-the-website-builder), **Products**, and **Funnel** pages with [Kajabi Pages](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page) and the Kajabi Legacy Templates.

<Tip>
  **Tip:** Use Image Actions in various sections to accomplish actions similar to CTA Actions. Keep an eye out for the sections containing an Actions drop-down menu!
</Tip>

***

## Customize your Call to Action

Customize your Call to Action to brand the text and appearance to encourage your customers to click the button.

Learn to [customize your Call to Action Block](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customize-your-call-to-action-block) for more details.

**But first, let's review the difference between the Call to Action Section and Call to Action Block.**

### Call to Action Section vs. Call to Action Block

The difference between the Call to Action Section and the Call to Action Block is the ability to design the width of the Call to Action without also changing the width of the text as you would with the Text Block (generated with the Call to Action Section).

Creating a Call to Action Section or Block gives you the same settings regardless of the format you use. Test the Call to Action Section and Block to see what fits best with your design.

#### Call to Action Section

Adding a Call to Action Section generates a single Text Block with the Call to Action Block Setting enabled.

Customize your [Text Block](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block) and Section Settings to change the appearance, behavior, and content.

**Section Settings:**

* [Background](../../website/pages/how-to-customize-your-section-background-settings)
* [Section Layout](../../website/pages/customizing-section-layout-settings)
* [Time Reveal](../../website/pages/customizing-time-reveal-settings)

#### Call to Action Block

Add a Call to Action Block in any standard Section or a custom Section to create your own design.

Learn to [customize your Call to Action Block](../../website/pages/how-to-add-a-call-to-action-block-to-your-website-page-and-landing-page#customize-your-call-to-action-block) for more details.


# Use a Call to Action in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier

Learn to use a Call to Action on your landing pages to encourage website visitors to take action.

Learn to use a Call to Action on your landing pages to encourage your website visitors to open a separate page, purchase an offer, and much more.

<div>
  <iframe />
</div>

***

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated! If you are using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-use-a-call-to-action).
</Note>

***

## What is a Call to Action?

A Call to Action (CTA) is an instruction to your audience intended to provoke an immediate response, usually using an imperative verb such as buy now, find out more, or visit a store today.

The Call to Action button in Kajabi can be used to:

* Lead a visitor to a custom Landing Page
* Lead to a sale by going to a Checkout Page
* Encourage your audience to download a file
* Lead to any website page with a URL link
* Open a Two Step Optin Popup
* Act as an anchor link to lead to a section of the page

<img alt="Kajabi admin themes settings edit" />

***

## Where can I use a Call to Action button?

A Call to Action (CTA) button can be used throughout your Kajabi website in your **Website**, **Products**, and **Funnel** pages including the Premier Template in the Kajabi Legacy Templates.

The Call to Action button can be used in many of the sections in Premier, including:

* Call to Action
* Custom Content
* Event
* Event Video
* Facebook Comments
* Features
* Hero
* Offers
* Pricing Options
* Showcase
* Video
* Text
* Text & Image

<Tip>
  **Tip:** CTA Actions can also be accomplished through using Image Actions in different sections. Keep an eye out for the sections containing an Actions drop-down menu!
</Tip>

***

## Adding a Call to Action to a Premier Page

To add a Call to Action (CTA) button to your Premier Page:

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Click the Section you want to edit or [create a Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Call to Action**.
* Your newly created Call to Action Block will generate at the bottom of the Section.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>


# Use a CTA to lead to a section of a page
Source: https://help.kajabi.com/articles/website/pages/how-to-use-a-cta-to-lead-to-a-section-of-your-page

Learn how to use a Call to Action to navigate users from one section of your page to another.

The Call to Action (CTA) can be used to navigate a user from one section of your page to another section of that same page. Learn how to use the **Go to a section on this page** with your CTA in Kajabi.

<div>
  <iframe />
</div>

***

## Add a CTA linking to a section of your page

Use a Call to Action to lead your user from one section of your page to another section with the **Go to a section on this page** feature.

### To add your CTA

* Open the **Website** tab from the Dashboard.
* Click **Pages.**
* Select the Page you wish to edit.
* Click **Customize**.
* Hover over the Section where you wish to [add a CTA Action or add a CTA.](../../website/pages/how-to-use-a-call-to-action)
* Edit the **CTA Action** and choose **Go to a section on this page**.
* Choose the section you want to link to:

<div>
  <iframe />
</div>


# Use a Google Font on a site with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-use-a-google-font-on-your-site-with-premier

Learn to add a Google Font to your page with the Legacy Template, Premier.

Google Fonts can be added to Website Templates, Course Templates, and Landing Page Templates. Learn to add a Google Font to your page with the Legacy Template, Premier.

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated! If you're using the Kajabi Pages Templates, please refer to the updated guide [here](../../website/pages/how-to-embed-custom-fonts-to-your-page).
</Note>

<div>
  <iframe />
</div>

***

<Note>
  **Note:** Adding Google Fonts to your site with the Premier Template requires access to the Code Editor available with the Pro Plan. Learn more about our different plans at [kajabi.com/pricing](https://kajabi.com/pricing/).
</Note>

Learn to [add Google Fonts to Kajabi Pages](../../website/pages/how-to-embed-custom-fonts-to-your-page) without accessing the Code Editor.

***

## Step 1. Click here to choose a Google Font

* Find and copy the exact name of the Google Font you wish to use on your site. You'll need it in just a moment. For example:

<img alt="Choose a Google Font" />

***

## Step 2. Add your Google Font to your site code

Navigate to your Kajabi account and open the Code Editor for the page where you wish to add your Google Font.

[Learn to access the Code Editor.](../../website/pages/how-to-access-the-code-editor)

<Warning>
  **Important:** Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>

In the Code Editor for your Page:

* Open the `config` folder.
* Open the `settings_schema.json` file.
* Locate `"name": "Typography"` near **line 29:**

<div>
  <iframe />
</div>

<Note>
  **Note:** The line numbers may be different depending on your current settings.
</Note>

* Find the square brackets to input "options" near **lines 59** and **77**:

<img alt="Options Input Brackets" />

Adding your font to the **Base Font Family** will add your font as an option for the normal paragraph text on your site.

Adding your font to the **Heading Font Family** will add your font as an option for the heading text on your site.

If you'd like to add your font as an option for all of your paragraph and heading elements, make sure to complete the following steps in both places.

* Next, place your cursor in between the square "options" brackets and add curly brackets containing the name of your font exactly as shown below, replacing **Name of Google Font** with the name of your chosen Google Font:

`{"label": "Name of Google Font", "value": "Name of Google Font"}`

<img alt="Add Google Font to Options Code" />

* Click **Save,** then click **Customize**:

<div>
  <iframe />
</div>

***

## Step 3. Select your Google Font in the Page Editor

* Click **Settings** in the left sidebar editor.
* Then, select **Typography**.
* Choose your Google Font from the Heading Font Family and/or Base Font Family dropdown menus (it will appear at the top of the list).
* Click **Save** to apply and keep your changes:

<div>
  <iframe />
</div>


# Add an Exit Popup to a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-use-the-exit-popup-in-your-page-with-premier

Encourage visitors to take action before leaving a page.

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated. If you are using Kajabi Pages Templates, [see the updated Exit Popup guide](../../website/pages/add-an-exit-popup-to-a-page).
</Note>

## Overview

When someone visits your site for the first time, how can you encourage them to return? One proven, effective method is to build your email list.

An **Exit Popup** can help you do just that by appearing on your page visitor's screen when they attempt to leave your site. On this popup, you can include an email opt-in, a message, a coupon code, and more.

Your Exit Popup can be customized to appear after a specific amount of time the visitor has been on the page, or when they show intent to leave, whichever occurs first.

On desktop devices, intent to leave the page is shown when the user's mouse passes the line between the page and the URL address bar in their browser:

<div>
  <iframe />
</div>

On mobile devices, the Exit Popup will only appear if you have [Exit Popup Timed Reveal](../../website/pages/add-an-exit-popup-to-a-page#h_b2a15bd6-51d6-464a-9a3b-13a543843200) set up. This feature is only available when creating custom Pages on the Website tab and not your standard Website Pages.

***

## Customizing your Exit Popup

1. Open the **Website** tab from the Dashboard.
2. Click **Website Pages** or **Landing Pages**.
3. Select the page you wish to customize or [create a page](../../website/pages/how-to-create-a-new-page-with-premier).
4. Click **Customize** to open the [page editor](../../website/pages/how-to-get-to-the-page-editor).
5. In the sidebar, scroll to the bottom and click **Exit Popup**.
6. Select **Enable Popup**.
7. Toggle on **Edit Popup** to view the popup as you edit:

<div>
  <iframe />
</div>

8. After customizing your Exit Popup, be sure to deselect **Edit Popup**.
9. Click **Save**.
10. To test and preview your Exit Popup, click [**Preview**](../../website/pages/preview-your-page).

***

## Exit Popup features

### Timed Reveal

Customize your Exit Popup to appear after a specified number of seconds or when your visitor expresses intent to leave by moving across the address bar in their browser, whichever occurs first:

<div>
  <iframe />
</div>

<Note>
  **Note:** Timed Reveal is not available for the [Template Home](../../website/pages/what-is-the-template-home) (Default Homepage) with Premier. However, Timed Reveal is available in Landing Pages built in the Website tab.
</Note>

### Frequency (days)

Customize the number of days until the next time your Exit Popup appears for return visitors. This makes it so that your site doesn't trigger the Exit Popup every time your return visitors attempt to leave for a specified number of days:

<div>
  <iframe />
</div>

### Popup content

* Customize your **Exit Popup content** with an image, text, and/or background color
* If you choose to use an image, the suggested dimensions for an Exit Popup are 1200 x 600 pixels

### Call to Action

* To include a Call to Action in the Exit Popup, click **Add Call To Action** at the bottom of the Exit Popup Editor
* Learn more about the [Call to Action button](../../website/pages/how-to-use-a-call-to-action-in-your-page-with-premier)


# Use the two step optin popup
Source: https://help.kajabi.com/articles/website/pages/how-to-use-the-two-step-optin-popup

Learn to add a Two Step Optin Popup to your pages built with Kajabi to help grow your list.

Learn to add a Two Step Optin Popup to your pages built with Kajabi to help grow your list.

<div>
  <iframe />
</div>

***

Do your settings look different?

This guide refers to the latest page editor available on Kajabi. [If you are using the Legacy Template, Premier click here](../../website/pages/how-to-use-the-two-step-optin-popup-in-your-page-with-premier).

***

## What is a two step optin popup?

A Two Step Optin is a popup triggered by a button or call to action to encourage your visitors to opt-in or subscribe to your email marketing list:

<div>
  <iframe />
</div>

### Why is it called a two step optin?

The two step optin involves two steps in order for your visitors to subscribe.

**Two steps:**

1. First, they **click a button** on your page.
2. Then, they are given the opportunity to **opt in**.

The Two Step Optin is a powerful tool that leverages human psychology to encourage opt-ins. By committing to the initial small step, clicking a call to action button, your site visitor is more likely to commit to the next step, opting into your email marketing list.

With this simple feature, you can improve your rate of opt-ins with a customized, branded popup. Kajabi's Two Step Optin is an easy-to-use alternative to traditional opt-in popups.

**Plus, it's flexible.**

You can use your two step optin to show text, video, and more – all to grow your list and scale your business.

***

## Setting up your two step optin

### Step 1. Create your two step optin popup

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* Navigate to the sidebar and select **Two Step Optin**.
* Enable the **Edit Two Step Popup** to display the popup as you edit, but remember to uncheck the setting when you're done.
  * As you build your two step optin popup, customize the experience by adding Two Step Optin Content Blocks like a [Form](../../website/pages/how-to-add-a-form-to-your-page#h_b224f4d0-ec37-4b9a-8a86-37662dffd823) and be sure to configure the two step optin Layout Settings.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** If you choose to include a Form in your two step optin popup, be sure to open the Form block in your popup to select the thank you page your form submitters will visit after completing the Form.
</Note>

### Step 2. Create a Call to Action (CTA) to trigger your two step optin

To enable your Two Step Optin, set up a button or [Call to Action](../../website/pages/how-to-use-a-call-to-action) to open the Two Step Optin when clicked.

Keep in mind, although you can create multiple Call to Action buttons in one page to trigger your Two Step Optin, you can only create and customize one Two Step Optin on a single page.

#### Set up your Call to Action to open your Two Step Optin

* In the Page Editor, select or create a [Block or Section](../../website/pages/how-to-use-a-call-to-action#h_4a000636-e95a-463a-8656-a19572e61aba) to trigger the Two Step Optin.
* Add a button or CTA to the Block or Section.
* In the button or CTA, open **button action**.
* Select **Open two step optin popup** as the action.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

<Note>
  **Note:** If you wish to disable your two step optin popup you can repeat the steps above and change the CTA action or you can remove the Block/Section entirely. [Learn to delete your Block](../../website/pages/editing-blocks-on-your-page#to-rename-duplicate-hide-and-delete-a-section)
</Note>

***

## Customizing your two step optin

Editing your Two Step Optin Popup allows you to adjust the appearance and functionality of the popup.

### How to add content blocks to your popup

* In the sidebar, click **Add Content**.
* Select your Content Block.
* Rearrange your blocks by holding the `=` icon and dragging to your desired location.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

### Two Step Optin content block types

Customize each Block in your Two Step Optin Popup. Click each Block to learn more about its settings.

* **[Call to Action](../../website/pages/how-to-use-a-call-to-action)**
* **[Form](../../website/pages/how-to-add-a-form-to-your-page#customize-your-form-block)**
* **[Image](../../website/pages/how-to-add-an-image-to-your-page#h_0c60bbb0-c28c-4e69-ad57-ac98c8122238)**
* **[Text](../../website/pages/how-to-add-a-text-block-to-your-page#customize-your-text-block)**
* **[Video](../../website/pages/how-to-add-a-video-block-to-your-pages#customize-your-video-block)**

<Note>
  **Note:** By default, your two step optin includes the Image and Form Blocks. If you wish to remove the default Blocks, open each Block and click **Delete this Block** at the bottom of the sidebar editor.
</Note>

***

## Customize the two step optin section settings

To further customize the appearance of your popup:

* Open the **Layout Settings** dropdown menu to customize the layout of your Two Step Optin Popup.
* Open each Content Block to customize the appearance of each Block.

### Two Step Optin layout settings

* Customize your **Popup Background Color.**
* Configure the **Vertical** and **Horizontal** alignment of your blocks in the section.
* Check **Make Container Flush** to remove the padding surrounding the blocks in the two step optin popup.

<img alt="Two Step Optin Layout Settings" />


# Use the two step optin popup in a page with Premier
Source: https://help.kajabi.com/articles/website/pages/how-to-use-the-two-step-optin-popup-in-your-page-with-premier

Learn to add a Two Step Opt-in Popup to your page built with Premier.

Learn to add a Two Step Opt-in Popup to your page built with Premier.

<div>
  <iframe />
</div>

***

<Note>
  **Note:** This article refers to the Premier Legacy Templates, which may be outdated! If you are using the Kajabi Pages Templates, please refer to the updated guide [here.](../../website/pages/how-to-use-the-two-step-optin-popup)
</Note>

***

## Why use a Two Step Opt-In instead of the traditional One Step Opt-In Form?

A Two Step Optin can improve the rate of opt-ins by using an opt-in popup.

The Two Step OptIn launches an Opt-In Form popup after your website visitor clicks a Call to Action button to gain access to the promised value.

The **Two Step OptIn** has been shown to improve the rate of opt-ins because of the Foot-In-The-Door Phenomenon, a psychological event in which people are more likely to commit to a larger action when first asked to commit to a smaller action.

In this case, the user commits to clicking the Call to Action button before committing to filling out the Opt-In Form.

***

## How to create a Two Step Optin

### Step 1. Create and customize your Two Step Optin Popup

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the page you wish to customize or [create a page](../../website/pages/how-to-create-a-new-page-with-premier).
* Click **Customize** to open the template editor.
* In the sidebar, scroll to the bottom and click **Two Step Optin**.
* Select **Show Popup**.
* Customize your Two Step Optin Popup appearance, and click **Save**:

<div>
  <iframe />
</div>

### Step 2. Create a Call to Action button to trigger the Two-Step Opt-in popup

To enable your Two-Step Optin, set up a button or Call to Action to open the Two-Step Optin when clicked.

Keep in mind, although you can create multiple Call to Action buttons in one page to trigger your Two-Step Optin, you can only create and customize one Two-Step Optin on a single landing page.

* In the Template Editor, select or [create a Call to Action (CTA) Section](../../website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) to trigger the Two-Step Optin.
* In the button or CTA, click **CTA or Button Action**.
* Then select **Open two step optin popup** as the action.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

***

## Customizing your Two Step Optin

Customize your Two Step Optin Popup by showing an Image, selecting an Opt-in Form to display, redirecting your users to a Thank You Page after Form Submission, and editing the overall appearance of your Two Step Optin Popup.

Include additional content to your popup to contain more images, text, and add a Progress Bar to encourage urgency.

### Show Popup

Toggle this setting on to show your popup in the editor. Be sure to uncheck this before you finish editing.

### Show Image

If you choose to display an image in your popup, be sure to toggle **Show Image** on to display your uploaded image.

### Form Settings

To select a Form from the dropdown, you must first [create a Form](../../marketing/forms/create-and-build-your-form) in your Marketing tab.

Click **Edit Forms** to edit and create a Form:

<img alt="Form Settings" />

### Thank You Page

Setup the the action triggered after the Form is submitted from the page.

* Go to a Landing Page
* Go to a Checkout Page
* Download a File
* Go to a URL (be sure to include the full URL, for example [https://kajabi.com/](https://kajabi.com/))

<Note>
  **Note:** Leave blank to send your Form Submitters to the default Thank You Page located under the Website Design tab or to the specified Thank You Page set up in the [After Submissions settings](../../marketing/forms/how-to-use-the-after-submission-settings-in-forms) of the Form editor. Selecting the Thank You Page from this dropdown will override the default Thank You Page and the After Submission Form settings Thank You Page.
</Note>

### Button Text

Customize your message displayed on the Button to submit the Form.

### Form Style

Customize the appearance of the Form displayed in your popup:

* Input Label: change the appearance of the labels for the Form Fields.
* Button Style: create a solid color button or an outlined button.
* Button Width: choose to take up the full width of the Form or the Auto Size based on the Button Text.
* Button Color: brand your button with your colors.
* Button Text Color: brand your button text for solid buttons (selected in Button Style).

### Section Appearance

Customize the Background Color and Text Color of your Two Step Optin Popup.

### Add Content

Include additional content in your popup:

* Images
* Text
* A Progress Bar to encourage urgency


# Use style settings with the website builder
Source: https://help.kajabi.com/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder

Learn to streamline your website build with settings to customize favicon, colors, buttons, and more.

Learn to streamline the build of your website with settings and customize the various features of your website such as your favicon, primary colors, button appearance, and more.

<div>
  <iframe />
</div>

***

## What are website settings?

Website settings help you streamline the design process for your website pages so you can focus on the design aspects that matter to you.

Configuring your website settings will carry your settings over into all of your website pages to easily create a cohesive, branded experience for your site.

Your website settings include design features ranging from your favicon and page fonts to your background media and color:

<img alt="Website settings panel" />

By using the settings available with the website builder, you can easily incorporate your website vision for your design and brand by customizing your website page settings first.

<Note>
  **Note:** These settings are independent for [Landing pages](../../website/pages/pages-overview) as those are built for individual use, separate from your main website.

  If you are looking to set the global branding settings for pages, products, emails and more, you can [learn more here](../../get-started/foundations/step-2-customize-your-global-branding-settings).
</Note>

***

## Defining website settings

**Favicon** is a small icon on a website tab or window of a web browser. With the style guide settings, you can upload your favicon once to display for all of your website pages built with the website builder. [Learn more](../../website/pages/how-to-upload-a-favicon-to-a-page)

**Style Guide** contains the bulk of your design settings. This includes the general appearance, primary color, button appearance, fonts and font sizes, and the colors used for error messages. [Learn more](../../website/pages/customize-your-page-font-and-style-with-the-style-guide)

**Design Tools** include the grid and guide to help you take control of the build and structure of your page. [Learn more](../../website/pages/build-your-page-with-design-tools)

**Custom Code** in your Page Settings allows you to insert custom HTML, CSS, or JavaScript into your page. Although most can achieve unique designs using just the [Custom Code Block](../../website/pages/add-custom-code-to-pages#add-and-remove-a-custom-code-block), you may desire more advanced functionality or appearances that can only be achieved with the Custom Code Page Setting. [Learn more](../../website/pages/add-custom-code-to-pages#h_ba5cf515-2f06-4dc3-a9ed-3cb4e2ac4835)

**Password Recovery** appears after a user clicks the [Forgot password button in the Login Page](../../contacts/manage-your-contacts/how-to-reset-your-customers-password#h_a14b791c-5fc5-45b8-ae37-1117f46c6237). Customize your password recovery language with this setting. [Learn more](../../website/pages/how-to-change-the-language-in-the-password-recovery-and-password-reset-pages#h_01EMHCAE52B7KXQPMP86GK1Y8Y)

**Password Reset** page appears if your user has forgotten their password and has clicked the reset password link in the email received. [Learn more](../../website/pages/how-to-change-the-language-in-the-password-recovery-and-password-reset-pages#h_01EMHCAH8Y170H5YB6MZNJ5K26)

**Disqus Comments** is a comment hosting service that makes it easy to moderate comments and gauge engagement. Create a disqus comments section for your website pages with this global setting. [Learn more](../../website/blog/how-to-add-a-comments-section-to-your-blog-posts)

**Disabled Pages** allows you to disable or remove the Customer Directory, Announcements page, About, and Contact pages from your website. [Learn more](../../website/pages/how-to-disable-standard-website-pages)

***

## How to access website settings

These website settings are only available with your website pages (i.e. not Landing pages).

If you wish to use these settings, create custom website pages with the website builder. [Learn more](../../website/pages/customizing-your-website-pages-with-the-website-builder)

After installing the website builder, you can adjust the settings for your website in any website page.

### To locate your website settings

* Open the **Website** tab.
* Click **Pages**.
* Select any page from your **Website** tab.
* Click **Customize** or click the Page Title.
* Navigate to the sidebar panel.
* Click **Settings** to access your website page settings:

<div>
  <iframe />
</div>


# Use YouTube Live on a page
Source: https://help.kajabi.com/articles/website/pages/how-to-use-youtube-live-on-a-page

Go Live with YouTube directly from your site using a Video Embed Block and deliver content in real-time.

Go Live with YouTube directly from your site using a Video Embed Block and deliver your content in real-time.

***

Looking to include the YouTube Live Chat Box with your YouTube Live?

[Click here](../../marketing/funnels/how-to-add-a-chat-box-to-a-live-webinar-funnel) to learn how to build a Live Webinar Funnel to include a YouTube Live Chat Box.

***

## Step 1. Verify your YouTube account

Before you go Live with YouTube there are a few steps you'll need to complete on your **YouTube** account.

First, make sure that the Live Stream feature is enabled in your account settings on YouTube.

* Log into your YouTube account.
* Go to your [YouTube Studio](https://studio.youtube.com/).
* Click **Settings** in the bottom left corner.
* Select **Channel**.
* Click **Feature Eligibility**.
* Ensure that your Default Features and Features that require phone verification are Enabled:

<img alt="YouTube Feature Eligibility" />

If your features are disabled, verify your YouTube account.

[Click here](https://support.google.com/youtube/answer/171664?hl=en) to learn how to verify your YouTube account with YouTube's support guide.

***

## Step 2. Set up your YouTube Live and create an embed code

If your YouTube account allows live streaming as verified in [Step 1](https://support.google.com/youtube/answer/171664?hl=en), set up your YouTube Live and create an embed code to embed into your Course Lesson on Kajabi.

### To create your YouTube Live

* In your YouTube Studio dashboard, click **Create**.
* Then, select **Go Live**.
* In the Live dashboard, select **Stream** or **Webcam**.
* Proceed to customize your Live stream details by creating a title, specifying your time and date, and selecting your audience type.
* Then, click **Next**.
  This will prompt a streaming preview.
* If you wish to upload a custom image for the Thumbnail or retake your Thumbnail, hover over the image and select your desired option:

<div>
  <iframe />
</div>

[Learn more about live streaming with YouTube](https://support.google.com/youtube/answer/2474026?hl=en)

### To copy your embed code

* After customizing your Live Stream details, click the **SHARE** button.
* Click the **copy** icon next to your Video link.
* Paste your Video link into a different tab on your web browser.
* Navigate to the **SHARE** button directly below the video player.
* Click **Embed**.
* Then, click **Copy**:

<img alt="Copy YouTube embed code" />

**Don't see an embed option?** [Learn to embed videos and playlists with YouTube's support guide](https://support.google.com/youtube/answer/171780?hl=en)

<Note>
  **Note:** You must allow embedding for your Video to play directly from your Page. If it is left unchecked, your viewers will be prompted to open in YouTube.
</Note>

***

## Step 3. Connect your YouTube Live to your page

Embed your YouTube Live using a Video Embed Block on your Page.

### Add a Video Embed Block

* Open the **Website** tab from the Dashboard.
* Select the **Pages** tab.
* Open the page editor for your Page. [Learn more](../../website/pages/how-to-get-to-the-page-editor)
* In the sidebar panel, click the Section you want to edit or [create a Section](../../website/pages/add-sections-to-your-pages).
* In the sidebar, click **Add Content**.
* From the list, select **Video Embed**.
* Your newly created Video Embed Block will generate at the bottom of the Section.
* In the sidebar, paste the embed code into the Embed Code field.
* Click **Save** to keep your changes:

<div>
  <iframe />
</div>

Continue customizing your Page and prepare to Go Live.

<Tip>
  **Tip:** Make sure to test your YouTube Live functionality outside of the Page Preview mode (i.e. using a direct link). If your YouTube video is listed as Private or Made for Kids, it will not stream.
</Tip>


# View page analytics
Source: https://help.kajabi.com/articles/website/pages/how-to-view-your-page-analytics

Track statistics for individual pages to understand the impact on your conversion rates.

Tracking statistics for individual pages can help you understand the impact an individual page has on your conversion rates. With Kajabi Pages you are able to see the views, opt-ins, and conversions. Learn about your individual page stats.

<div>
  <iframe />
</div>

***

## Defining your page analytics

<img alt="Defining Your Page Analytics" />

**Views** are the number of Page Views.

* Use the time frame dropdown located in the top right corner of the **Views and Opt-ins Card** to bring focus to your stats.

**Opt-ins** display the number of Opt-in Forms submitted from the Page.

* Use the time frame dropdown located in the top right corner of the **Views and Opt-ins Card** to bring focus to your stats.

**Conversion Rate** is the percentage of Opt-ins (Form Submissions) per number of Page Views.

* Use the time frame dropdown located in the top right corner of the **Conversion Rate Card** to view your conversion rate within a specific period of time.

**Recent Opt-ins** provide insight into the recent activity of your page. View the contacts that submitted a specific Form on the page and view the date the Form was submitted.

<Note>
  **Note:** If your page does not include a Form or a Form has not been submitted the Recent Opt-ins card will not display in your Page Dashboard.
</Note>

***

## View your Website page analytics

View your website page analytics to track the performance of your website pages:

* Open the **Website** tab from your Dashboard.
* Click **Pages**.
* Locate the title of the Website Page you wish to view.
* Open the three dots menu.
* Select **View Analytics**.
* Scroll down the Page Dashboard to view your Page Analytics:

<div>
  <iframe />
</div>

***

## View your Landing page analytics

View your individual landing page analytics to track the performance of specific pages:

* Open the **Website** tab from your Dashboard.
* Open your **Landing** page tab.
* Locate the title of the Page you wish to view.
* Open the three dots menu.
* Select **View Analytics**.
* Scroll down the Page Dashboard to view your Page Analytics:

<div>
  <iframe />
</div>

Looking for additional Page View information? [Click here to learn more about your unique page views](../../analytics/report-page-views).

<Note>
  **Note:** Page stats cannot be reset. Instead, duplicate your page and edit the URL to reflect the original page to begin tracking stats. Learn to [duplicate your page](../../website/pages/duplicate-a-page) and [edit your page details](../../website/pages/customize-your-page-details).
</Note>


# View the page editor version
Source: https://help.kajabi.com/articles/website/pages/how-to-view-your-page-editor-version

Learn to locate which version of the Page Editor you are currently using on your Kajabi Page or Website.

Learn to locate which version of the Page Editor you are currently using on your Kajabi Page or Website.

***

## What is the Page Editor?

The Page Editor houses the tools and features you can use to customize your [Website Pages](../../website/pages/pages-overview#h_01F62KH3ZPATJN1FVHN5TPY2HN) and [Landing Pages](../../website/pages/pages-overview#h_01F62KH7SNYC9TGKVSANMYDC7Z).

Kajabi offers two versions of the Page editor, [Premiere](../../website/pages/what-is-the-difference-between-premier-and-encore#h_01GA22R5PGD24EVFXEFT0AXFKH:~:text=Page%20Editor%20here.-,What%20is%20Premier%3F,-Premier%20is%20the) and [Encore](../../website/pages/what-is-the-difference-between-premier-and-encore#h_01GA22R5PGD24EVFXEFT0AXFKH:~:text=Vimeo%20and%20YouTube.-,What%20is%20Encore,-%3F).

Learn about the differences between the two Page Editors [here](../../website/pages/what-is-the-difference-between-premier-and-encore).

***

## Locating your Website Page Editor version

To view which version of the Website Page Editor you are using:

* Click on the **Website** tab.
* Under **Design**, your current Template and Page Editor Version will be shown:

<div>
  <iframe />
</div>

***

## Locating the Page Editor version for Pages

To view which version of the Page Editor you are using for your Pages:

* Click on the **Website** tab.
* Select **Pages**.
* In Pages, navigate to **Landing** to access your Landing Pages.
* Select the **Landing Page** you wish to view to open the Page Editor.
* In the Page Editor, click **Settings**.
* In Settings, you will see your Page Editor Version:

<div>
  <iframe />
</div>


# Image dimensions for a website
Source: https://help.kajabi.com/articles/website/pages/image-dimensions-for-your-website

Use the appropriate image dimensions to mirror the visual appearance of your selected template.

Using the appropriate image dimensions can make or break the visual tone of your page. Refer to this guide to mirror the visual appearance of your selected template by using similar image dimensions (in pixels) when uploading your images to your page templates.

This guide refers to the page templates available with the Website Builder and your Kajabi Pages.

<Note>
  **Note:** The size of the image shown on each template page may not be a direct reflection of the original image dimension due to editing of the Section Width and Image Width in the Website Builder. [Learn how to upload images to your page](/articles/website/pages/how-to-add-an-image-to-your-page).
</Note>

***

## Website builder

### Carl template

<Note>
  **Note:** The image dimensions used for the Carl template are measured in pixels (px).
</Note>

#### Carl Home page image dimensions

<img alt="F56667C2-5D32-4339-9A61-C896FD60663C.png" />

***

#### Carl About page image dimensions

<img alt="1155E5BD-1B55-4B62-B714-124BDB1EC4CB.png" />

***

#### Carl Contact page image dimensions

<img alt="655EAFDF-3C9A-4289-866C-44058E2D5D05.png" />

***

### Kim template

<Note>
  **Note:** The image dimensions used for the Kim template are measured in pixels (px).
</Note>

#### Kim Home page image dimensions

<img alt="E35BA50C-4E15-4DB1-839E-83CF57B5057C.png" />

***

#### Kim About page image dimensions

<img alt="Kim_image_dimensions.png" />

***

#### Kim Contact page image dimensions

<img alt="Kim_image_dimensions__1_.png" />

***

### Emilia template

<Note>
  **Note:** The image dimensions used for the Emilia template are measured in pixels (px).
</Note>

#### Emilia Home page image dimensions

<img alt="CB7DA564-124C-4953-96EB-CE78228D4D54.png" />

***

#### Emilia About page image dimensions

<img alt="Emilia_image_dimensions.png" />

***

#### Emilia Contact page image dimensions

<img alt="BAA594DF-35A6-4D19-866A-045106F34840.png" />

***

### Hopper template

<Note>
  **Note:** The image dimensions used for the Hopper template are measured in pixels (px).
</Note>

#### Hopper Home page image dimensions

<img alt="Hopper_Image_Dimensions.png" />

***

#### Hopper About page image dimensions

<img alt="Hopper_About_Image_Dimensions.png" />

***

### Serenity template

<Note>
  **Note:** The image dimensions used for the Serenity template are measured in pixels (px).
</Note>

#### Serenity Home page image dimensions

<img alt="Serenity_Home_page_dimensions.png" />

***

#### Serenity About page image dimensions

<img alt="Serenity_About_page_dimensions.png" />

***

#### Serenity Contact page image dimensions

<img alt="Serenity_Contact_page_dimensions.png" />

***

### Rise template

<Note>
  **Note:** The image dimensions used for the Rise template are measured in pixels (px).
</Note>

#### Rise Home page image dimensions

<img alt="Rise_Website_Builder_Templates.png" />

***

#### Rise About page image dimensions

<img alt="Rise_About_Website_Builder_Templates.png" />

***

#### Rise Contact page image dimensions

<img alt="Rise_Contact_Website_Builder_Templates.png" />

***

### Reach template

<Note>
  **Note:** The image dimensions used for the Reach template are measured in pixels (px).
</Note>

#### Reach Home page image dimensions

<img alt="Reach_Home_Website_Builder_Templates.png" />

***

#### Reach About page image dimensions

<img alt="Reach_About_Website_Builder_Templates.png" />

***

#### Reach Contact page image dimensions

<img alt="Reach_Contact_Website_Builder_Templates.png" />

***

### Creative template

<Note>
  **Note:** The Creative template is considered an Advanced template that requires advanced experience with Kajabi templates. Keep in mind, the image dimensions used for the Creative template are measured in pixels (px).
</Note>

#### Creative Home page image dimensions

<img alt="Creative_Homepage_template.png" />

***

#### Creative About page image dimensions

<img alt="Creative_template_About_page.png" />

***

#### Creative Contact page image dimensions

<img alt="Creative_Connect_page.png" />

***

### Prosper template

<Note>
  **Note:** The image dimensions used for the Prosper template are measured in pixels (px).
</Note>

#### Prosper Home page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions.png" />

***

#### Prosper About page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions__1_.png" />

***

#### Prosper Contact page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions__1920___1080_px_.png" />

***

### Taylor template

<Note>
  **Note:** The Taylor template is considered an Advanced template that requires advanced experience with Kajabi templates. Keep in mind, the image dimensions used for the Taylor template are measured in pixels (px).
</Note>

#### Taylor Home page image dimensions

<img alt="800___1065__1_.png" />

***

#### Taylor About page image dimensions

<img alt="TaylorAbout.png" />

***

#### Taylor Contact page image dimensions

<img alt="TaylorContact.png" />

***

## Kajabi Pages

<Note>
  **Note:** The size of the image shown on each template page may not be a direct reflection of the original image dimensions due to editing the Section Width and Image Width in the Page Editor. You'll also need to add Blocks within a Section to see the full size and resolution of your uploaded image.
</Note>

***

## Sales

Design your sales pages with Kajabi's carefully curated suite of Sales Page Templates to encourage your customers to purchase your Offers and services.

### Evolve

<img alt="200_x_200__5_.png" />

***

### Lindsay

<img alt="lindsay.png" />

***

### Luca

<img alt="Recommended_Image_Dimensions_for_Pages_Templates___Kajabi_-_Kajabi_Help_Center.png" />

***

### Thyme

<img alt="thyme.png" />

***

### Gains

<img alt="gains.png" />

***

### Flawless

<img alt="Flawless.png" />

<Tip>
  **Tip:** Have you built your Website with the [Emilia Template](image-dimensions-for-your-website-builder-templates#emilia)? With the Flawless landing page template you can create landing pages that match the look and feel of your website designed with the Emilia Template!
</Tip>

***

### Taylor

<img alt="Taylor_sales_page__1_.png" />

***

## Link in Bio

With the Link in Bio page templates you can design a personalized page to contain all the important links you wish to share for your social media.

### Resonate

<img alt="200_x_200.png" />

***

### Grit

<img alt="200_x_200__2_.png" />

***

### Fresh

<img alt="200_x_200__3_.png" />

***

### Candor

<img alt="200_x_200__4_.png" />

***

## Thank You & Confirmation

Create beautiful, one-of-a-kind Thank You pages and Confirmation pages to display after your site visitors have performed an action like subscribing to your marketing emails, registering to your Event, and more.

### Pathway

<img alt="Templates_Design__13_.png" />

***

### Flow

<img alt="Templates_Design__8_.png" />

***

### Burst

<img alt="Templates_Design__5_.png" />

***

### Vision

<img alt="Templates_Design__9_.png" />

***

### Venture

<img alt="Templates_Design__7_.png" />

***

## Opt In & Lead Capture

Captivate your audience with Opt In & Lead Capture page templates to grow your list and scale your business.

### Mckenna

<img alt="mckenna.png" />

***

### Eva

<img alt="eva.png" />

***

### Charly

<img alt="charly.png" />

***

### Chloe

<img alt="chloe.png" />

***

### Isabelle

<img alt="isabelle.png" />

***

### Iris

<img alt="iris.png" />

***

### Melody

<img alt="melody.png" />

***

### Bolt

<img alt="bolt.png" />

***

## Coming Soon

Use a temporary Coming Soon page template to create excitement around the launch of your website or Product.

### Elevate

<img alt="Templates_Design__1_.png" />

***

### Harmony

<img alt="Templates_Design__12_.png" />

***

### Mission

<img alt="Templates_Design__10_.png" />

***

### Embrace

<img alt="Templates_Design__11_.png" />

***

## Podcast

Custom-create beautifully designed pages for your Podcasts built on Kajabi.

### Fulfill

<img alt="Fulfill.png" />

<Tip>
  **Tip:** Have you built your Website with the [Reach Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Fulfill landing page template you can create landing pages that match the look and feel of your website designed with the Reach Template!
</Tip>

***

### Tranquility

<img alt="Tranquility.png" />

<Tip>
  **Tip:** Have you built your Website with the [Serenity Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Tranquility landing page template you can create landing pages that match the look and feel of your website designed with the Serenity Template!
</Tip>

***

### Strive

<img alt="Strive__1_.png" />

<Tip>
  **Tip:** Have you built your Website with the [Rise Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Strive landing page template, you can create landing pages that match the look and feel of your website designed with the Rise Template!
</Tip>


# Image dimensions for a website Builder templates
Source: https://help.kajabi.com/articles/website/pages/image-dimensions-for-your-website-builder-templates

Use the appropriate image dimensions to mirror the visual appearance of your selected Website Builder template.

Using the appropriate image dimensions can make or break the visual tone of your website page. Refer to this guide to mirror the visual appearance of your selected template by using similar image dimensions (in pixels) when uploading your images to your website page templates.

This guide refers to the page templates available with the Website Builder. If you are looking for image dimensions for your standalone pages built with Kajabi Pages, please refer to the guide [here](/articles/website/pages/recommended-image-dimensions-for-page-templates).

<Note>
  **Note:** The size of the image shown on each template page may not be a direct reflection of the original image dimension due to editing of the Section Width and Image Width in the Website Builder. [Learn how to upload images to your page](/articles/website/pages/how-to-add-an-image-to-your-page).
</Note>

***

## Carl template

<Note>
  **Note:** The image dimensions used for the Carl template are measured in pixels (px).
</Note>

### Carl Home page image dimensions

<img alt="F56667C2-5D32-4339-9A61-C896FD60663C.png" />

***

### Carl About page image dimensions

<img alt="1155E5BD-1B55-4B62-B714-124BDB1EC4CB.png" />

***

### Carl Contact page image dimensions

<img alt="655EAFDF-3C9A-4289-866C-44058E2D5D05.png" />

***

## Kim template

<Note>
  **Note:** The image dimensions used for the Kim template are measured in pixels (px).
</Note>

### Kim Home page image dimensions

<img alt="E35BA50C-4E15-4DB1-839E-83CF57B5057C.png" />

***

### Kim About page image dimensions

<img alt="Kim_image_dimensions.png" />

***

### Kim Contact page image dimensions

<img alt="Kim_image_dimensions__1_.png" />

***

## Emilia template

<Note>
  **Note:** The image dimensions used for the Emilia template are measured in pixels (px).
</Note>

### Emilia Home page image dimensions

<img alt="CB7DA564-124C-4953-96EB-CE78228D4D54.png" />

***

### Emilia About page image dimensions

<img alt="Emilia_image_dimensions.png" />

***

### Emilia Contact page image dimensions

<img alt="BAA594DF-35A6-4D19-866A-045106F34840.png" />

***

## Hopper template

<Note>
  **Note:** The image dimensions used for the Hopper template are measured in pixels (px).
</Note>

### Hopper Home page image dimensions

<img alt="Hopper_Image_Dimensions.png" />

***

### Hopper About page image dimensions

<img alt="Hopper_About_Image_Dimensions.png" />

***

## Serenity template

<Note>
  **Note:** The image dimensions used for the Serenity template are measured in pixels (px).
</Note>

### Serenity Home page image dimensions

<img alt="Serenity_Home_page_dimensions.png" />

***

### Serenity About page image dimensions

<img alt="Serenity_About_page_dimensions.png" />

***

### Serenity Contact page image dimensions

<img alt="Serenity_Contact_page_dimensions.png" />

***

## Rise template

<Note>
  **Note:** The image dimensions used for the Rise template are measured in pixels (px).
</Note>

### Rise Home page image dimensions

<img alt="Rise_Website_Builder_Templates.png" />

***

### Rise About page image dimensions

<img alt="Rise_About_Website_Builder_Templates.png" />

***

### Rise Contact page image dimensions

<img alt="Rise_Contact_Website_Builder_Templates.png" />

***

## Reach template

<Note>
  **Note:** The image dimensions used for the Reach template are measured in pixels (px).
</Note>

### Reach Home page image dimensions

<img alt="Reach_Home_Website_Builder_Templates.png" />

***

### Reach About page image dimensions

<img alt="Reach_About_Website_Builder_Templates.png" />

***

### Reach Contact page image dimensions

<img alt="Reach_Contact_Website_Builder_Templates.png" />

***

## Creative template

<Note>
  **Note:** The Creative template is considered an Advanced template that requires advanced experience with Kajabi templates. Keep in mind, the image dimensions used for the Creative template are measured in pixels (px).
</Note>

### Creative Home page image dimensions

<img alt="Creative_Homepage_template.png" />

***

### Creative About page image dimensions

<img alt="Creative_template_About_page.png" />

***

### Creative Contact page image dimensions

<img alt="Creative_Connect_page.png" />

***

## Prosper template

<Note>
  **Note:** The image dimensions used for the Prosper template are measured in pixels (px).
</Note>

### Prosper Home page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions.png" />

***

### Prosper About page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions__1_.png" />

***

### Prosper Contact page image dimensions

<img alt="Prosper_Website_Template_Image_Dimensions__1920___1080_px_.png" />

***

## Taylor template

<Note>
  **Note:** The Taylor template is considered an Advanced template that requires advanced experience with Kajabi templates. Keep in mind, the image dimensions used for the Taylor template are measured in pixels (px).
</Note>

### Taylor Home page image dimensions

<img alt="800___1065__1_.png" />

***

### Taylor About page image dimensions

<img alt="TaylorAbout.png" />

***

### Taylor Contact page image dimensions

<img alt="TaylorContact.png" />


# Inline Text Editor
Source: https://help.kajabi.com/articles/website/pages/inline-text-editor

Learn how to use the Inline Text Editor to edit the text on your Kajabi pages easily and efficiently.

The Inline Text Editor makes editing your Kajabi text on the fly easier than ever.

***

## Inline Text Editor

The Inline Text Editor can be used on:

* [Website Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder)
* [Landing Pages](/articles/website/pages/how-to-add-pages-to-your-website)
* [Product Pages](https://help.kajabi.com/hc/en-us/articles/360043665393)
* [Emails](../../marketing/email-campaigns/email-visual-editor-overview)

When editing your Page, simply click the Text box you wish to edit to open the Inline Text Editor:

<div>
  <iframe />
</div>

From here, you can choose different effects to apply to your text, such as:

* Heading size
* **Bold**
* *Italic*
* Underline
* Strikethrough
* Text color
* Text background color
* Insert/edit link
* Horizontal line
* Text Alignment
* Text indent increase/decrease
* Bullet list
* Number list
* Clear formatting

***

## Uses

The Inline Text editor can be used with:

### Text content block

<img alt="Text content block" />

### Button

<img alt="Button" />

If you see the inline text box around the text when you hover your mouse, then inline text editing can be used for that section.

The Inline Text Editor for a [Website](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) or [Landing Page](/articles/website/pages/how-to-add-pages-to-your-website):

<img alt="Inline Text Editor for Website or Landing Page" />

The Inline Text Editor for an [Email campaign](../../marketing/email-campaigns/email-visual-editor-overview) also includes the ability to increase text size:

<img alt="Inline Text Editor for Email" />

<Note>
  **Note:** The Inline Text Editor cannot be used with Custom Code Text blocks.
</Note>


# Is white labeling possible?
Source: https://help.kajabi.com/articles/website/pages/is-white-labeling-possible

Learn about Kajabi branding removal options available on Growth and Pro plans.

While it's not possible to completely remove all Kajabi branding, with [Growth and Pro plans](https://kajabi.com/pricing), you can remove the "Powered by Kajabi" branding just below the page footer of your website.

However, transactional emails (i.e. auto-generated, non-marketing emails) and the Kajabi mobile app display Kajabi branding that cannot currently be removed. Branding in all other areas of Kajabi can be customized.


# Landing Page A/B Testing overview
Source: https://help.kajabi.com/articles/website/pages/landing-page-ab-testing-overview

Learn how to use Landing Page A/B testing to optimize your Landing Page to drive better results.

Landing Page A/B testing is an important way to ensure your landing page is providing the best results possible. This is achieved by creating two different landing pages, each slightly different than the other to see which one your site visitors react to better. With Kajabi, you can choose the variable between both pages to be:

* Clicks
* Form Opt-ins
* Conversions
* GMV

Site visitors will randomly be assigned to either landing page when visiting, and the results will be recorded accordingly.

Through Landing Page A/B testing you will be able to get a better understanding of what your site visitors are looking for, and can create future landing pages to better suit their needs.

***

## Create a Landing Page A/B test

### How to create a Landing Page A/B test

#### Step 1. Create a landing page

To create a Landing Page A/B Test, you will first need to create a Landing Page.

[Learn how to create a Landing Page](/articles/website/pages/how-to-add-pages-to-your-website).

#### Step 2. Create and edit your Landing Page A/B test

When creating your Landing Page A/B test, you will need to choose between two testing options:

* Option A will test one landing page against a variation of that page.
* Option B will allow you to select two different landing pages to test against each other.

<img alt="Landing Page A/B test options" />

<Note>
  **Note:** If you are using Option B to test a feature, such as an opt-in form, both pages must have a form before the test is started. If one of the pages does not have the feature you intend to test, the test results will be inconclusive.
</Note>

#### To create your A/B Test

* From your Kajabi Dashboard, click **Website-Landing Pages**.
* Select **Create A/B Test** or open the more menu of an existing page and select **Create A/B Test**:

<img alt="Create A/B Test menu" />

* Select **Start with a single landing page** or **Test two landing pages**.
* Then, click **Confirm**.
* Follow the on-screen instructions to select your landing page(s).
* In the A/B test form, enter a **test title** (up to 140 characters).
* Choose the **winning metric**. The winning metric can either be Clicks, Opt-ins, GMV, or Conversions.
* Enter your desired **test duration**. The minimum duration is 1 hour and the maximum is 30 days. You can specify the amount in hours or days.
* Select **Create Test**.
* Once the A/B test has been created, move it from Draft to **Published** to start the test and make the pages visible to site visitors.

#### Option A: Start with a single landing page

<div>
  <iframe />
</div>

#### Option B: Test two landing pages

<div>
  <iframe />
</div>

Landing Page A/B tests cannot be canceled once the test has started. You can, however, view the results early and choose to publish the winning page early.

## Limitations

* A/B test titles have a maximum length of 140 characters
* Test duration must be between 1 hour (minimum) and 30 days (maximum)
* Tests cannot be canceled once started
* A test result can be *determined* (a clear winner) or *inconclusive* (no statistically significant difference)
* Each variant tracks: unique visitors, clicks, opt-ins, conversions, and GMV

## Review your A/B test report

After your test duration is completed, a winner will be determined.

Once your Landing Page A/B test is complete, you can begin viewing and assessing your A/B test results. The winning landing page is selected based on the chosen metric within the test timeframe. After the test is completed or a winner is manually selected - the winning variation is published. The winning landing page can then be found under [Landing Pages](/articles/website/pages/how-to-add-pages-to-your-website).

### To view your Landing Page A/B Test results

* Open the **Website-Landing Page** tab from your Dashboard.
* Click **A/B Test**:

<img alt="A/B Test tab" />

* Then, find the Landing Page A/B test you wish to view the results for and select the `…` menu, then **View results**:

<img alt="View results menu" />

***

## Metrics definitions

<div>
  <iframe />
</div>

Metrics can be impacted by browser security enabled by visitors.

| Metric          | Definition                                                                                                                              |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| Unique Visitors | Total number of unique visitors per browser. This number can be impacted by visitors with browser security                              |
| Clicks          | Unique clicks per visitor on any link on the page, including hyperlinks and any images with hyperlinks attached                         |
| Click Rate      | Clicks divided by unique visitors                                                                                                       |
| Click Metrics   | Total number of unique visitors who clicked on any link on page, including hyperlinks, buttons, and any images with hyperlinks attached |
| Opt-in          | Form submitted per unique visitor                                                                                                       |
| Opt-in Rate     | Forms submitted divided by unique visitors                                                                                              |
| Conversions     | Total Transactions generated from offer conversion after a visitor views the page                                                       |
| Conversion Rate | Conversions divided per unique visitor                                                                                                  |
| GMV             | Total revenue generated from offer conversions after a visitor views the page                                                           |
| GMV per View    | GMV divided per unique visitor                                                                                                          |

***

## Landing Page A/B best practices

Landing Page A/B testing can prove very important to your site, but it does take some time. So it is important to ensure you are following some best practices to ensure you are making the most progress from every test.

### An appropriate length of time is important

* While Kajabi offers a minimum testing time of 1 hour and a maximum testing time of 30 days, we recommend running your A/B test for the full 30 days to ensure the best results.

### Test only the important pages

* A/B testing is valuable but takes time. Focus on the Landing Pages that you wish to see the most results from, such as sign-up pages or offer pages.

### Ending the test too early

* While viewing your winning page and ending the test early is possible, this may not be for the best in every case. We suggest letting the test fully run its course to make sure you have the most data possible.

### A/B Test Calculator

* To determine the required duration and number of visitors needed for a statistically significant test, use an [A/B Test Calculator](https://www.abtasty.com/sample-size-calculator/).

### Configure your Cookie Blocker Platform

* If your metrics are lower than expected, ensure your cookie blocker platform is configured to allow the "rl\_anonymous\_id" cookie as a required cookie rather than categorizing it as a performance cookie.


# Landing Page slug improvements
Source: https://help.kajabi.com/articles/website/pages/landing-page-slug-improvements

Learn about the updated URL structure for landing pages released on January 15, 2019.

On January 15, 2019, Kajabi released an updated URL structure for every website on the Kajabi platform.

Previously, landing page URLs were structured like this:

`https://domain.com/p/landing-page`

After the update, you are no longer required to nest landing pages underneath the `/p` directory and can now use the landing page URL straight off the root of your website:

`https://domain.com/landing-page`

***

## How will this affect me?

* This change affects every site and requires no action on your part to use the feature.
* Existing backlinks to the `/p` pages will still work as they did previously. For example, the page `camjabi.com/p/dogs` will be automatically switched to `camjabi.com/dogs` and will load without any issues.
* Landing page references inside Kajabi will be updated to use the updated URL structure.
* You may need to update pages that now conflict with reserved keywords on your website. For example, if you had a landing page with the URL `camjabi.com/p/library` that page URL will be automatically changed to `camjabi.com/library` and would therefore redirect to your library page in Kajabi rather than the landing page it was originally associated with. If you have landing pages ending with `/p/library`, `/p/blog`, `/p/store`, `/p/search`, or `/p/404` you will need to change these URLs to a different name in order to connect your page URL to the correct page.

## URL slug limitations

Landing Page URL slugs have the following restrictions:

* Each slug must be unique across your site (no two pages can share the same URL)
* Slugs cannot contain the following characters: `" < > % { } | \ ^ [ ]`
* The following words are reserved and cannot be used as slugs: `new`, `edit`, `session`, `logout`, `users`, `admin`, `stylesheets`, `assets`, `javascripts`, `images`
* Landing Page titles have a maximum length of 70 characters
* If a title matches a reserved word, you will see the error: "Title is a reserved word in our system. Try a different title."


# Landing Page templates overview
Source: https://help.kajabi.com/articles/website/pages/landing-page-templates-overview

Learn about the streamlined and premium-designed landing page templates available in Kajabi.

Kajabi provides you with streamlined and premium-designed landing page templates to help you get started designing your pages. Refer to this guide for an overview of each of the landing page templates available in Kajabi.

<div>
  <iframe />
</div>

***

## What is a landing page template?

A landing page is a single, versatile web page on Kajabi. A standalone landing page can be used to collect leads, advertise your products, or simply thank your subscribers for opting in or purchasing. Landing page templates serve as the starting point for your landing page design in Kajabi:

<div>
  <iframe />
</div>

***

## Landing page template types and how to use them

There are several types of landing page templates in Kajabi to choose from! See below for a description of each template type and how to use it as the starting point for your landing page design.

### Blank Page Template

Start with a flexible Blank template and design your page layout from scratch however you want:

<img alt="Blank template" />

### Lead Generation Page Creator

More than just a template, the Lead Generation Page Creator will guide you step-by-step to quickly create and share a landing page designed to collect email addresses from your audience to build your email list:

<img alt="Lead Generation Page Creator" />

[Learn how to create a Lead Generation Landing Page](/articles/website/pages/create-a-lead-generation-landing-page).

### Sales Page Templates

Design your Sales pages with Kajabi's carefully curated suite of Sales page templates to encourage your customers to purchase your product and service Offers:

<img alt="Sales Page Templates" />

### Podcast Page Templates

Kajabi's Podcast page templates enable you to design an exciting, branded Podcast page to encourage engagement with your Podcast:

<img alt="Podcast Page Templates" />

### Link in Bio Page Templates

With the Link in Bio page templates, you can design a personalized page to contain all the important links you wish to share for your social media:

<img alt="Link in Bio Page Templates" />

### Thank You Page Templates

Create beautiful, one-of-a-kind Thank You pages to display after your site visitors have performed an action like subscribing to your marketing emails, registering to your Event, and more:

<img alt="Thank You Page Templates" />

### Opt In Page Templates

Captivate your audience with Opt In page templates to grow your list and scale your business:

<img alt="Opt In Page Templates" />

### Coming Soon Page Templates

Use a Coming Soon page template to create excitement around the launch of your website or Product:

<img alt="Coming Soon Page Templates" />

### Policies Page Template

Share your site policies and procedures with your site users via the Policies page template:

<img alt="Policies Page Template" />

### Legacy Templates

Legacy templates are templates that are no longer being worked on by the Kajabi team. While we will support any issues related to the use of these templates, we encourage you to use our newest templates to get the best experience that Kajabi has to offer.

***

## Getting started with landing pages

Ready to start working on your landing page design? See [How to Add Pages to Your Website](/articles/website/pages/how-to-add-pages-to-your-website) for complete instructions on installing your landing page template.


# Link to a section of a different page
Source: https://help.kajabi.com/articles/website/pages/linking-to-a-section-of-a-different-page

Learn to link to a section of a page by using anchor tags to help your site visitors navigate.

Linking to specific sections of a page is a valuable tool to help your site visitors navigate your page. Learn to link to a section of a page by using anchor tags.

If you are using the Premier Legacy Templates, please refer to the guide [here](/articles/website/pages/how-to-set-anchor-links-in-your-page-with-premier).

***

## Adding an anchor tag to a section of your page

With an anchor tag, you can link to any section of your page containing your added anchor tag. This allows you to "anchor" a section of your page to use for your hyperlink.

* Click into the **Text Block** you want to lead to, click `<>` in the Text Editor.
* Then, insert the following code with your desired Anchor Tag.

We recommend creating an Anchor Tag that is relevant to the section. Keep in mind, the URL linking to the Anchor Tag will be visible to the visitors clicking the link.

```html theme={null}
<a name="anchor_tag_here"></a>
```

* Add #AnchorTag to the end of your URL to send your audience to your anchor link.

### In the example below

```html theme={null}
<a name="virtualclass"></a>
```

The URL to the Anchor is: **[https://help.kajabi.com/#virtualclass](https://help.kajabi.com/#virtualclass)**

<div>
  <iframe />
</div>

<Note>
  **Note:** The Anchor Tag is case sensitive.

  For example, if your Anchor Tag is `<a name="VirtualClass"></a>` then your URL must have #**V**irtual**C**lass and not #**v**irtual**c**lass. Notice the difference in the first letter of each word. Be sure to match your URL to your Anchor Tag including any applicable lowercase or uppercase letters.
</Note>


# Nova theme overview
Source: https://help.kajabi.com/articles/website/pages/nova-theme-overview

An AI-first Kajabi theme that builds modern Landing Pages.

<Info>
  **Beta:** This feature is being released in phases to ensure stability across all accounts. If you do not see this setting the feature has not been made available to your account yet. Check back at a later time to try the new experience.
</Info>

**Nova** is a Kajabi theme designed from the ground up for building with AI. Instead of filling in a fixed template, you describe the page you want and the [MCP](https://help.kajabi.com/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt) composes it for you — producing modern, distinctive layouts rather than the same template with different words.

Nova works as the foundation for AI-generated pages. **Encore**, Kajabi's existing theme, continues to work as it does today — Nova is an additional option, not a replacement. 

## **Key benefits**

* **Build by describing, not configuring**. Tell the MCP what you want and watch the page take shape.
* **AI-built sections are real sections**. Everything AI creates is fully editable in the builder, just like sections you build yourself.
* **Design with more range**. A modern styling foundation gives the AI more creative freedom than a template-based theme.

## **How Nova works with AI**

Nova and AI are designed to work together. Rather than choosing a template and editing fields, you start from a blank canvas and build the page through conversation.

* **Describe the page you want.** Tell the MCP the purpose, audience, and key sections. It  composes the page and the preview fills in as it builds.
* **Refine by chatting.** Ask for changes in plain language — for example, "make the hero section bigger" — and the MCP updates the page.
* **Add your own images.** AI uses background colors and placeholder image blocks while it builds. You add your own imagery afterward.
* **Access new customization options and blocks.** Nova has a variety of new options for you to take advantage of when building with AI - custom CSS settings per block, grid and grouping options, and custom modals and pop-ups that can be triggered by any CTA.

<Tip>
  Provide your MCP with a screenshot of a layout you like and watch it get built in Nova to match.
</Tip>

## **Nova compared to Encore**

|                | **Encore**                       | **Nova**                                                                                   |
| :------------- | :------------------------------- | :----------------------------------------------------------------------------------------- |
| **Best for**   | Building manually from templates | Building with AI from a prompt                                                             |
| **Page style** | Template-based sections          | Flexible, modern layouts                                                                   |
| **Editing**    | A wide range of builder settings | Most changes happen through AI, last mile tweaks can be done via the standard builder tool |

## **FAQs**

### **What is Nova?**

Nova is a Kajabi theme built for creating pages with AI. You describe the page you want and the [MCP](/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt) composes it, producing modern layouts that you can refine in the builder.

### **How do I get started creating a Nova page?**

Start up the Kajabi MCP via your AI agent of choice, select the site you want to work on, and ask your agent to create a landing page. It will default to Nova, but you are still able to create Encore pages if you explicitly ask.

### **Do I have to use AI to use Nova?**

Nova is designed around building with an MCP, but you do not have to use AI to use Nova. You can build on the theme directly through the builder.

### **Is Encore going away?**

No. Encore continues to work and receive updates. Nova is an additional theme focused on AI-generated pages, not a replacement.

### **Can I move my existing Encore pages to Nova?**

No, there is no automatic bulk migration at this time. Instead, you can ask the MCP to help modernize a page or take screenshots of your existing Encore landing pages to create a similar Nova page. 

### **What pages can I build with Nova?**

Nova starts with Landing Pages, with more surfaces planned over time. 


# Pages explained
Source: https://help.kajabi.com/articles/website/pages/pages-explained

Learn to build your custom pages with the Kajabi Page Builder.

<div>
  <iframe />
</div>

***

## Why use Kajabi Pages?

With Kajabi Pages you have the flexibility to build exactly the page you want.

But it doesn't stop there. Here at Kajabi, we asked ourselves, "**What is going to make our customers more successful?**"

That's why Kajabi Pages are built to streamline the process of creating beautiful pages in a way that is simple and painless, to help you showcase your content and get your site up and running in no time.

With Kajabi Pages you can:

* Encourage [Opt-ins](/articles/website/pages/how-to-add-a-form-to-your-page) to grow your list.
* Display [Video Players](/articles/website/pages/how-to-create-a-section-with-videos-in-your-page).
* Create [Sales Pages](/articles/website/pages/add-an-offer-to-a-page) for your digital products.
* Custom create an Online Store for [digital](/articles/website/pages/how-to-add-offers-pricing-sections) and [physical products](/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons).

And more.

To sum it up, Kajabi Pages give you the ability to build and design custom landing pages to help you accomplish your unique vision for your business.

***

## Selecting your page template

Get started designing your page by first selecting a template that best fits your vision.

Kajabi Pages provides you with basic streamlined pages and premium-designed pages to get you up and running:

<div>
  <iframe />
</div>

Read [How to Add Pages to Your Website](/articles/website/pages/how-to-add-pages-to-your-website) to begin building custom landing pages.

<Tip>
  **Tip:** Interested in a fast and easy way to start collecting email addresses to build your email list? Use the Lead Generation Page Creator to help you build a Lead Generation Landing Page in just a few simple steps. [Learn how to create a Lead Gen Page](/articles/website/pages/create-a-lead-generation-landing-page).
</Tip>

***

## Customizing your page settings

After selecting your template, customize your Page Settings before diving into the design of your custom landing page. This will help set up your page to begin designing and adding your content.

* **[Favicon](/articles/website/pages/how-to-upload-a-favicon-to-a-page)** is the image displayed in the tab of your web browser to create a more polished look.
* **[Style Guide](/articles/website/pages/customize-your-page-font-and-style-with-the-style-guide)** is used to configure your page colors, fonts, font colors, and font sizes.
* **[Design Tools](/articles/website/pages/build-your-page-with-design-tools)** turn on the grid overlay while designing a page. This shows you a 12-column grid, to help you design your layout.
* **[Custom Code](/articles/website/pages/add-custom-code-to-pages)** allows you to insert custom HTML, CSS or JavaScript into your page. If you are not familiar with CSS or JavaScript, we advise that you either avoid using this section or reach out to our support team to guide you through its functionality.
* **[Exit Popups](/articles/website/pages/add-an-exit-popup-to-a-page)** will appear when your visitor attempts to leave your page.
* **[Two Step Optin](/articles/website/pages/how-to-use-the-two-step-optin-popup)** launches an Opt-in Form popup when a button is clicked.

Kajabi Pages are made up of:

* **[Blocks](/articles/website/pages/add-blocks-to-your-page)**
* **[Sections](/articles/website/pages/add-sections-to-your-pages)**

Each Section of your page is made up of multiple Blocks.

For example, the [Text & Image](/articles/website/pages/how-to-create-a-section-with-images#text-image) section includes a Text Block and an Image Block:

<img alt="Text & Image section example" />

Kajabi provides you with [preset Sections](/articles/website/pages/add-sections-to-your-pages) containing specific Blocks to streamline the process of designing your page.

Each section is customizable, and regardless of the Section you choose, you can always remove, add, and edit the Blocks within your chosen Section according to your design vision.

<Note>
  **Note:** Although any Section can be replicated by adding or removing Block types, the appearance of your Section may vary due to the optimized design Kajabi has built for you with each preset Section.
</Note>

Now that you are an expert on Kajabi Pages, we recommend customizing your [Header](/articles/website/pages/customizing-your-header) and [Footer](/articles/website/pages/customizing-your-footer) to officially begin designing your page to showcase your brand and business.


# Pages overview
Source: https://help.kajabi.com/articles/website/pages/pages-overview

Learn to create pages for your site, manage your existing pages, and understand the differences between page types.

## Overview

Learn to create pages for your site, manage your existing pages, and understand the differences between Website pages, Landing pages, and Funnel pages.

The **Website Builder** offers a flexible website creation experience, allowing you to create and customize all of the pages to meet your business needs.

To help organize all of the many pages of your site, we have created three types of pages in the Pages tab: **Website**, **Landing**, and **Funnels**.

***

## Website Pages

**Website Pages** are the foundational, standard website pages Kajabi has generated for you to make up the foundation of your website.

When creating your website, Kajabi automatically created a set of website pages that we consider essential for your online business.

But, we understand that you may need more custom website pages as well, so you have the option to create custom website pages that will attain your site settings such as; branding, color palette, instructor info, etc.

[Learn more about building Website Pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

<img alt="Website Pages" />

***

## Landing Pages

Standalone **Landing Pages** are individual, standalone pages available for unique website use. Build marketing pages, individual waiting list pages, promotional sales pages, and more with the flexibility of the Landing Page. Link them to your website through navigation menus or keep them separate and use various mediums such as your marketing emails or social media accounts to drive traffic to your standalone pages.

Build your site with **custom pages** to direct traffic. Custom pages can be built with a variety of themes including beautifully designed, fully customizable templates.

Your custom pages can be used to:

* Encourage [opt-ins](/articles/website/pages/how-to-add-a-form-to-your-page) to grow your list;
* Build [custom homepages](/articles/website/pages/how-to-build-your-custom-homepage);
* Display [video players](/articles/website/pages/how-to-create-a-section-with-videos-in-your-page);
* Create [sales pages](/articles/website/pages/add-an-offer-to-a-page) for your digital products;
* Custom create an [online store](/articles/website/pages/how-to-sell-physical-products-on-kajabi-with-shopify-buy-buttons) for physical products;
* Design custom [about us](/articles/website/pages/how-to-build-your-about-page) pages

Kajabi provides you with basic streamlined pages and premium-designed pages to help you get started designing your pages.

Read [Add pages to your website](add-pages-to-your-website) to get started designing your custom pages.

<Tip>
  \*\*Tip: \*\*The default images in your selected preset are stock images and are free to use.
</Tip>

## Funnel pages

**Funnel pages** are Landing Pages built into or added to your marketing funnel.

From inside your **Funnels tab**, you can view all of the pages in your many funnels, organized by which funnel they are associated with:

<img alt="Funnel Pages" />


# Preview a page
Source: https://help.kajabi.com/articles/website/pages/preview-your-page

Learn to preview your page to test the look and feel and ensure quality for your site visitors.

<div>
  <iframe />
</div>

***

## Previewing and testing your pages

Previewing your pages will display your page with a preview link. This will allow you to quickly view your customized pages. However, if you want to truly experience the page as your visitors would, log out of your admin account to test your page without the preview link and preview banner.

### To test your page always use a different browser or incognito/private window when testing

To successfully test your visitors' experience on your site, do not test on the same browser when logged in as an Admin of your Kajabi account.

Then, simply enter the link of the page you wish to view in your incognito/private window to test your page.

<Note>
  **Note:** Be sure to publish your page or you will be unable to test your page in an incognito/private window. [Learn to publish your pages](/articles/website/pages/how-to-publish-and-draft-your-page).
</Note>

***

## From the pages dashboard

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Navigate to the side of your Page title and click the "eye" icon to preview:

<div>
  <iframe />
</div>

***

## In the page editor

* Open the **Website** tab from the Dashboard.
* Click **Pages**.
* Select the Page you wish to preview.
* Click **Customize**.
* In the top right corner of the sidebar editor, select the "launch" icon to preview:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Preview your page with different device views (e.g., mobile view) by clicking the tab in the bottom right-corner and selecting the device that you wish to preview.
</Tip>

***

## Quick preview your live website

* Locate the **Website** tab from your Dashboard.
* Click the "eye" icon to preview your live website:

<div>
  <iframe />
</div>


# Recommended image dimensions for Page templates
Source: https://help.kajabi.com/articles/website/pages/recommended-image-dimensions-for-page-templates

Use the appropriate image dimensions to mirror the visual tone of your Kajabi Page templates.

Using the appropriate image dimensions can make or break the visual tone of your Page. When using the Kajabi Page templates, refer to this guide for the related image dimensions as displayed in each template.

This guide refers to the page templates available with Kajabi Pages. If you are looking for image dimensions for the Website Builder, please refer to the guide [here](/articles/website/pages/image-dimensions-for-your-website-builder-templates).

<Note>
  **Note:** The size of the image shown on each template page may not be a direct reflection of the original image dimensions due to editing the Section Width and Image Width in the Page Editor. You'll also need to add Blocks within a Section to see the full size and resolution of your uploaded image.
</Note>

***

## Sales

Design your sales pages with Kajabi's carefully curated suite of Sales Page Templates to encourage your customers to purchase your Offers and services.

### Evolve

<img alt="200_x_200__5_.png" />

***

### Lindsay

<img alt="lindsay.png" />

***

### Luca

<img alt="Recommended_Image_Dimensions_for_Pages_Templates___Kajabi_-_Kajabi_Help_Center.png" />

***

### Thyme

<img alt="thyme.png" />

***

### Gains

<img alt="gains.png" />

***

### Flawless

<img alt="Flawless.png" />

<Tip>
  **Tip:** Have you built your Website with the [Emilia Template](image-dimensions-for-your-website-builder-templates#emilia)? With the Flawless landing page template you can create landing pages that match the look and feel of your website designed with the Emilia Template!
</Tip>

***

### Taylor

<img alt="Taylor_sales_page__1_.png" />

***

## Link in Bio

With the Link in Bio page templates you can design a personalized page to contain all the important links you wish to share for your social media.

### Resonate

<img alt="200_x_200.png" />

***

### Grit

<img alt="200_x_200__2_.png" />

***

### Fresh

<img alt="200_x_200__3_.png" />

***

### Candor

<img alt="200_x_200__4_.png" />

***

## Thank You & Confirmation

Create beautiful, one-of-a-kind Thank You pages and Confirmation pages to display after your site visitors have performed an action like subscribing to your marketing emails, registering to your Event, and more.

### Pathway

<img alt="Templates_Design__13_.png" />

***

### Flow

<img alt="Templates_Design__8_.png" />

***

### Burst

<img alt="Templates_Design__5_.png" />

***

### Vision

<img alt="Templates_Design__9_.png" />

***

### Venture

<img alt="Templates_Design__7_.png" />

***

## Opt In & Lead Capture

Captivate your audience with Opt In & Lead Capture page templates to grow your list and scale your business.

### Mckenna

<img alt="mckenna.png" />

***

### Eva

<img alt="eva.png" />

***

### Charly

<img alt="charly.png" />

***

### Chloe

<img alt="chloe.png" />

***

### Isabelle

<img alt="isabelle.png" />

***

### Iris

<img alt="iris.png" />

***

### Melody

<img alt="melody.png" />

***

### Bolt

<img alt="bolt.png" />

***

## Coming Soon

Use a temporary Coming Soon page template to create excitement around the launch of your website or Product.

### Elevate

<img alt="Templates_Design__1_.png" />

***

### Harmony

<img alt="Templates_Design__12_.png" />

***

### Mission

<img alt="Templates_Design__10_.png" />

***

### Embrace

<img alt="Templates_Design__11_.png" />

***

## Podcast

Custom-create beautifully designed pages for your Podcasts built on Kajabi.

### Fulfill

<img alt="Fulfill.png" />

<Tip>
  **Tip:** Have you built your Website with the [Reach Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Fulfill landing page template you can create landing pages that match the look and feel of your website designed with the Reach Template!
</Tip>

***

### Tranquility

<img alt="Tranquility.png" />

<Tip>
  **Tip:** Have you built your Website with the [Serenity Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Tranquility landing page template you can create landing pages that match the look and feel of your website designed with the Serenity Template!
</Tip>

***

### Strive

<img alt="Strive__1_.png" />

<Tip>
  **Tip:** Have you built your Website with the [Rise Template](/articles/website/pages/image-dimensions-for-your-website-builder-templates)? With the Strive landing page template, you can create landing pages that match the look and feel of your website designed with the Rise Template!
</Tip>


# Recommended image sizes for Legacy Pages
Source: https://help.kajabi.com/articles/website/pages/recommended-image-sizes-for-legacy-pages

Use the correct image sizes to enhance the look and feel of your legacy pages.

Using the correct image size can make an enormous change to the way your site looks and feels. Use this list to know what image size to use in your legacy pages.

This guide refers to the legacy page templates. If you are looking for image dimensions for your standalone pages built with the latest Kajabi Pages, please refer to the guide [here](/articles/website/pages/recommended-image-dimensions-for-page-templates).

<Note>
  **Note:** All recommended image sizes are in pixels.
</Note>

***

## Kajabi Basics

* Affiliates Logo: 640x640
* Blog Post Image: 1280x720
* Blogs Post SEO Image: 1280x720
* Marketing Settings Company Logo: 150x100
* Offer Image: 1280x720
* Course Module Poster Image: 1280x720
* Course Lesson Poster Image: 1280x720
* Course Thumbnail: 1280x720
* Sales Page Poster Image: 1280x720
* Sales Page SEO Image: 1280x720
* Site Settings SEO Image: 1280x720
* Static Page SEO Image: 1280x720

<Note>
  **Note:** The maximum file size for an image is 5MB.
</Note>

***

## Premier Template

### Premier Landing Page

* Call To Action Background Image: 2880x1200
* Custom Content Image Background Image: 2880x1200
* Custom Content Image Block: 1856x1044
* Custom Content Video Block Image: 1856x1044
* Exit Pop Image: 1200x600
* Favicon Image: 32x32
* Feature Images: 800x400
* Footer Logo: 360x80
* General Appearance Page Background Image: 2500x2500
* Header Logo Image: 360x80
* Hero Section Background Image: 2880x1200
* Image Gallery Images: 2160x2160
* Image Section Image: 1856x1044
* Logo List Images: 322x202
* Multi Video Launch Images: 400x225
* Optin Section Image: 1090x1090
* Showcase Section Background Image: 2880x1200
* Showcase Section Image: 898x898
* Slideshow Images: 1856x1044
* Testimonials Background Image: 2880x1200
* Testimonial Headshot Image: 500x500
* Text & Image Section Image: 1090x613
* Two Step Optin Image Block: 1200x600
* Video Section Image: 1856x1044

### Premier Product

* Checkout Page Banner: 2880x400
* Favicon Image: 32x32
* Footer Logo Image: 360x80
* General Appearance Page Background Image: 2500x2500
* Header Logo Image: 360x80


# Recreate a website with the Website Builder
Source: https://help.kajabi.com/articles/website/pages/recreating-your-website-with-the-website-builder

Learn how to recreate your website with the Website Builder by installing a template and activating it.

Learn how to recreate your website with the Website Builder by installing a template, building out your website pages, and activating your site template.

<div>
  <iframe />
</div>

***

## How do I get started?

The first step in recreating your website with the Website Builder is by installing a Website Builder template.

### To install your template

* Open the **Website** tab from your Dashboard.
* Click **Template Store**.
* Click your desired template.
* Then, click **Add to saved templates**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** Rename your newly installed template to an easily identifiable internal name by clicking the `…` menu next to the name then selecting **Rename template**.
</Tip>

***

## Website Builder Basics

Before you begin rebuilding your website pages with the Website Builder, let's discuss the structure of your page.

Pages built with the Website Builder and [Kajabi Pages](/articles/website/pages/pages-explained) are made up of:

* **[Blocks](/articles/website/pages/add-blocks-to-your-page)**
* and **[Sections](/articles/website/pages/add-sections-to-your-pages)**.

Each section of your page is made up of specific Blocks.

For example, the [Offer Storefront](/articles/website/pages/how-to-add-offers-pricing-sections#offer-storefront) includes a Text Block and three Offer Blocks:

<img alt="Offer Storefront example" />

Kajabi provides you with [preset Sections](/articles/website/pages/add-sections-to-your-pages) containing specific Blocks to streamline the process of designing your page.

**However, each section is customizable.**

And regardless of the Section you choose, you can always remove, add, and edit the Blocks within your chosen Section to create a page that best fits your brand and business.

Sound familiar? That's because your Website Builder is built similarly to [Kajabi Pages](/articles/website/pages/pages-explained) to create an integrated experience when editing your website, blog, and landing pages.

<Note>
  **Note:** Although any Section can be replicated by adding or removing block types to a Section, the appearance of your Section may vary due to the optimized design Kajabi has built for you with each preset Section.
</Note>

After you have set up your global settings and understand how your pages are structured, let's highlight every standard website page Kajabi has built into your Website Builder.

***

## Customizing your System Website Pages

Build your website with the many [standard website pages](https://help.kajabi.com/hc/en-us/articles/360044118253) available with the Website Builder.

### Template Home

The template home is your website homepage; the face of your online business. When visitors enter your URL this is the page that will appear unless you have [changed your settings](/articles/website/pages/change-your-homepage) in your Site Details. [Learn more](/articles/website/pages/how-to-build-your-custom-homepage)

### Library

The Library is your customers' home base.

Each customer's Library is unique and only contains the Product(s) they have purchased or have been granted.

With the Website Builder you can design the look and feel of your customer Library to reflect your brand. [Learn more](/articles/website/pages/customizing-your-library-page)

### Store

An online store is a great place to showcase your Offers and provide an easy-to-access location for potential customers to peruse your content.

With the Website Builder you can create a uniquely branded store that is truly yours. [Learn more](/articles/website/pages/how-to-build-your-store)

### Login

For your customers to access their Products in their Library page, they must first go through the Login page with their specific login credentials.

Design your Login page with the Website Builder to optimize your users experience with your site at every touch point. [Learn more](/articles/website/pages/how-to-build-your-login-page)

### Thank You

Design your default thank you page to appear after every purchase.

Elevate the design of your default thank you page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-thank-you-page)

### 404 Page

Personalize your users experience with your site even when they encounter an error page by including custom sections with images, text, links, and custom code with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-404-page)

### Blog

Design your Blog Homepage with rich editing capabilities to build a Blog Homepage that best fits your brand and business. [Learn more](/articles/website/pages/how-to-design-your-blog-homepage)

### Blog Post

Customize the look and feel for all of your blog posts with one easy-to-edit blog post design page available with the Website Builder. [Learn more](/articles/website/pages/how-to-design-your-blog-posts)

### Blog Search

Custom design your blog search page to provide your blog visitors a unique, branded experience as they explore and search through your blog. [Learn more](/articles/website/pages/how-to-design-your-blog-search-page)

### Member Directory

Provide a space for your customers to build connections with like-minded people directly from their user account with the Member Directory. [Learn more](/articles/website/pages/how-to-build-your-customer-directory)

<Note>
  **Note:** As a logged in site admin, your member directory will display every customer on your site. However, for customers to display in your Member Directory page to other customers, they must opt-in through their customer Settings. [Learn more](/articles/website/pages/how-to-build-your-customer-directory)
</Note>

With the Member Directory, your customers can choose to display links to their social media profiles to easily connect through popular social media platforms including Facebook, Instagram, and Twitter.

Over time, these community connections can boost your customer engagement rates and lead to more repeat customers.

### Announcements

Streamline how you manage your Product and Site announcements all while giving your customers one easy-to-access location to view your announcements with the Announcement page. [Learn more](/articles/website/pages/how-to-build-your-announcement-page)

### About

Share your unique story with your site visitors and position your brand and business by designing your About page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-about-page)

### Contact

Create an easily accessible location for your visitors to get in touch with you and your team by designing your Contact page with the Website Builder. [Learn more](/articles/website/pages/how-to-build-your-contact-page)

Standard website pages cannot be duplicated. Instead, create landing pages to match your brand and website. [Learn more](/articles/website/pages/how-to-add-pages-to-your-website)

***

## Activate your template

Each Website template can be customized independently of each other. The activated template will be the only template visible to your visitors.

This allows you to design your website behind-the-scenes and launch with an all-new, completed look.

After customizing your newly updated website, activate your template to launch your look:

* Return to your list of Saved Templates.
* Hover over your template.
* Select **Set to live template**:

<div>
  <iframe />
</div>


# SEO and sharing
Source: https://help.kajabi.com/articles/website/pages/seo-and-sharing

Optimize your search engine results and boost your site traffic with SEO and Sharing settings.

<Warning>
  **Important:** This guide includes language and design that may not be reflected on Kajabi. Updates to follow. [Read more about Kajabi's recent makeover](../../sales/kajabi-payments/kajabi-payments-processing-fees).
</Warning>

Your website, pages, blog, and blog posts all have a dedicated Search Engine Optimization (SEO) and Sharing section. To optimize your search engine results and boost your site traffic, learn about the basics of the SEO and Sharing settings on Kajabi.

<div>
  <iframe />
</div>

***

## SEO overview

Utilize the SEO and Sharing Settings in your site and optimize your search results and rankings by completing your SEO settings with authoritative and relevant information.

There are three fields in the SEO and Sharing section that you can update:

* Page Title
* Page Description
* Page Image

### Page Title

A strong title can be beneficial in getting your page ranked by Google and other leading search engines.

You can set a page title in the SEO and Sharing section of a page or blog post. Depending on the search engine, they will sometimes show your description below the URL breadcrumb on the search engine results page.

They may also choose to display relevant text from your page instead of your title. The page title may also appear in the browser tab.

[Learn how to optimize your Page Title](../../resources/business-guides/get-started-with-seo#h_01FTVB6PVT6HCRQ2S23V364HTB).

### Page Description

Summarize the content of your page in 1-2 sentences. You can set a page description in the SEO and Sharing section of a page or blog post.

Keep in mind that depending on the search engine, your description may display below the title on the search engine results. And the search engine may display relevant text from your page instead of your description.

[Learn how to optimize your Page Description](../../resources/business-guides/get-started-with-seo#h_01FTVB6VC1BE8SPC2E9YQXZGZB).

### Page Image

You can set a social image in the SEO and Sharing section of a page or blog post. This may display when your link is shared by text, email, or social media.

<Tip>
  **Tip:** Use free image editing tools like [Canva](https://www.canva.com/) to design your images.
</Tip>

***

## SEO and sharing for your website pages

Some website pages are created automatically for your Kajabi site. This means certain pages are not able to have a unique SEO and Sharing section, and these details must be filled out in the Site Details section found in your Settings. This is true for the following website pages: 404, Announcements, Blog, Blog Post, Blog Search, Home, Library, Login, Customer Directory, Store, and Thank You.

### To access your SEO and Sharing settings

* Open the **Settings** tab from your Dashboard.
* Then, select **Site Details**.
* From there, scroll to the bottom of the page to **SEO and Sharing**:

<div>
  <iframe />
</div>

<Note>
  **Note:** For the default About and Contact page and any website pages you create, you can edit the SEO and Sharing section by following the steps outlined in the SEO and sharing for landing pages section. You will just choose the Website tab, instead of the Landing Pages tab.
</Note>

***

## SEO and sharing for your landing pages

### To customize your SEO and Sharing settings for your landing pages

* Open the **Website** tab from your Dashboard.
* Click **Pages**. [Learn about each page type available on Kajabi](/articles/website/pages/pages-overview).
* Next to the title of the page you want to edit, click the `…`.
* In the dropdown menu, click **Edit Details**.
* Scroll down to the **SEO and Sharing** section for the specific landing page selected:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To ensure that each landing page has SEO and Sharing set up, fill out each landing page's SEO and Sharing section when creating your landing page.
</Tip>

***

## SEO and sharing for your blog

Your SEO and Sharing settings for your blog will apply to your Blog homepage, Blog search results page, and Blog category pages.

### To customize your SEO and Sharing Settings for your Blog

* Open the **Website** tab from your Dashboard.
* Then, select the **Blog** tab.
* From there, click **Settings**:

<div>
  <iframe />
</div>

### To configure your SEO and Sharing Settings for each Blog Post

* Open the **Website** tab from your Dashboard.
* Then, click **Blog**.
* There, select the Blog Post you want to edit.
* Scroll down to the bottom of the page to **SEO and Sharing**:

<div>
  <iframe />
</div>

<Tip>
  **Tip:** To ensure that each blog post has SEO and Sharing set up, fill out each individual Blog Post's SEO and Sharing section when creating the Blog Post.
</Tip>

***

## SEO and sharing for your funnel

The SEO image used for your Funnel is pulled from the first page of your Funnel. To change the image, upload your desired image to the Funnel Page Details:

* Open the **Marketing** tab from your Dashboard.
* Select the **Funnel** you wish to edit.
* Locate the first Page in your Funnel.
* Click the `…` icon.
* Click **Edit Details**.
* Navigate to the SEO and Sharing section to customize your Funnel SEO and Sharing Settings:

<div>
  <iframe />
</div>

***

## Sharing and debugging

If the Social Image you set for the URL is not showing when you post the link somewhere:

**Facebook:**

* Paste the URL in the [Facebook Debugger](https://developers.facebook.com/tools/debug/).
* Scrape the URL again.
* Paste the link in your desired location.

**Twitter:**

For Twitter, you can use the Twitter Card Validator to refresh their cache here: [https://cards-dev.twitter.com/validator](https://cards-dev.twitter.com/validator).

**AddThis**

If you are using AddThis, they too have their own tool for re-scraping your site pages. Use the Rescrape URLs tool under the profile options to scrape specific URLs, or contact AddThis support to have them scrape your site.

**LinkedIn**

* Open the [Post Inspector Tool](https://www.linkedin.com/post-inspector/).
* Enter the desired URL into the text field located at the top of the page.
* Click **Inspect**.


# Static pages
Source: https://help.kajabi.com/articles/website/pages/static-pages

Create simple pages with limited customization for text-heavy content like terms of service or privacy policy.

Static Pages are simple pages that you can add to your website. Unlike website or landing pages, static pages have limited customization options. They can be useful for pages that are mainly text, such as a terms of service or privacy policy.

<div>
  <iframe />
</div>

<Info>
  **Note:** Static Pages are a legacy feature and not available for all accounts. You can [add pages to your website](/articles/website/pages/how-to-add-pages-to-your-website) instead.
</Info>

***

## Create a static page

1. Go to Settings > **[Static pages](https://app.kajabi.com/admin/last_site/pages)**.
2. Click **New page**.
3. Add a title and content.
4. Static pages are always nested under /pages/ on your website. Enter what you want the URL to be.
5. Optionally, you can choose a navigation menu for this static page to be added to. Otherwise, choose **None - Do not add**.
6. Optionally, enter a page title, description, and a social image for the static page.
7. Click **Save**.

***

## Edit a static page

1. Go to Settings > **[Static pages](https://app.kajabi.com/admin/last_site/pages)**.
2. Click the edit button next to a static page.
3. Edit the page details or settings.
4. Click **Save**.

***

## Preview a static page

1. Go to Settings > **[Static pages](https://app.kajabi.com/admin/last_site/pages)**.
2. Click the preview button next to a static page.

***

## Delete a static page

1. Go to Settings > **[Static pages](https://app.kajabi.com/admin/last_site/pages)**.
2. Click the edit button next to a static page.
3. Click **Delete Page**.
4. On the confirmation prompt, click **Delete**.


# Updates to Kajabi's website feature FAQs
Source: https://help.kajabi.com/articles/website/pages/updates-to-kajabis-website-feature-faqs

Find answers to frequently asked questions about the recent updates to Kajabi's website feature.

Have questions about the recent updates to Kajabi's website feature? We've put together a few Frequently Asked Questions to help.

***

## Why did the website feature change?

With the recent updates to Kajabi's website feature, you have more control over the design and build of your website pages.

***

## Why can't I add a website page?

*If the button to add a website page is disabled, switch to the Website Builder to add website pages.*

*Adding website pages is currently available with the Website Builder.*

[Learn how to switch to the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## What is a system page?

System pages are the out-of-the-box, standard website pages Kajabi has built into your site to make up the foundation of your website.

On Kajabi your system pages include:

* Home
* Library
* Customer Directory
* Announcements
* Blog pages
* Thank You Page
* Login
* 404 Page
* Store

[Learn more about each page](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

***

## What is the difference between system pages and custom website pages?

Unlike custom website pages available with the recent updates to the Website feature on Kajabi, System pages cannot be drafted or deleted from your account.

***

## Can I draft system pages?

No, System Pages cannot be placed into draft mode.

***

## Can I delete system pages?

No, System Pages are pre-built by Kajabi to make up the Foundation of your site. However, you can ensure that visitors cannot access certain System Pages by removing all links from your navigation menus to the System Pages you wish to discard.

***

## How do I remove system pages from showing up on my site?

Remove the links leading to your System Pages by deleting the links from your Navigation Menus. [Learn to edit links from your Navigation Menu](../../website/navigation/build-navigation-menus#h_9805cfa2-98b5-492f-a408-4cc0e6bf1f07).

***

## What system pages are necessary or recommended?

Kajabi helps you get your site up and running with your out-of-the-box system pages.

System pages cannot be removed from your site, however, you can disconnect them by removing the link from your navigation menus, email campaigns, etc.

However, to ensure that your site functions properly we recommend customizing and connecting your Login, Library, Thank You, and 404 pages to best represent your brand and ensure a seamless user experience for your visitors.

***

## What are landing pages?

Landing pages are individual, standalone pages used primarily for marketing purposes.

Design individual Sales pages, promotional pages, and more to deliver custom-tailored pages built to your audience.

Link your Landing pages to your website through navigation menus or keep them separate and use various mediums such as your marketing emails or social media accounts to drive traffic to your Landing pages.

***

## Can you add a landing page with the same template as your website pages?

No, landing pages and website pages are designed with unique, highly customizable templates to help you get started building your pages.

***

## Can I create customer-only landing pages?

No, customer-only pages can only be created with custom website pages feature.

***

## Are my custom website pages automatically added to my navigation menu?

No, Kajabi gives you the flexibility and the control to determine how visitors can reach your pages.

Manually link your custom website pages to specific navigation menus or keep them separate and link your custom website pages to your email campaigns and Funnels.

***

## How do I add my website pages to my navigation menu?

With the recent updates you can now select any page (System pages, Custom Website pages, Landing pages, and Funnel pages) when creating links in your Navigation Menu.

[Learn to add links to your navigation menu](../../website/navigation/build-navigation-menus#h_f9f9acba-0190-4981-a758-0f3f29de6eb1).

***

## If I have a website page linked to my navigation menu will it still appear if I draft the page?

No, drafting the page will hide the link from your navigation menu for your visitors, but will still remain visible when previewing as an admin to help you easily maintain your site.

With the recent updates, we want to help you ensure that your website avoids broken links.

***

## Will modifying the code inside of a single system page edit the code for all system pages or only the individual page?

*Selecting "Modify Code" from the website page will take you directly to the code editor. Once you are inside the code editor, you can navigate to other pages and modify code as needed.*

<Warning>
  **Important:**

  Introducing custom code to your site can open you up to vulnerabilities and potential malware attacks. We recommend using vulnerability tools like [VirusTotal](https://www.virustotal.com/gui/home/url) or [Snyk](https://snyk.io/) to scan any custom code that you intend to use and apply certain [best practices](../../website/domains/code-based-customizations) to help reduce potential impact.
</Warning>


# View a sitemap
Source: https://help.kajabi.com/articles/website/pages/view-your-sitemap

Learn how to view your website sitemap and understand how search engines index your pages.

## Overview

Internet search engines use your website **sitemap** to understand how your site is structured, easily find each page, and index your **Pages** appropriately, so they display relevant Pages in search results.

***

## What is a sitemap?

<img alt="sitemap example" />

A sitemap, specifically an [XML](https://www.w3.org/standards/xml/core) sitemap, directs search engines like Google to your important pages so they display appropriately in search results.

Given the importance of organic traffic to your website from Internet searches, it's best to do everything you can to help search engines understand your site.

A sitemap maximizes the chance search engines will see everything you want them to find. For your convenience, Kajabi creates a sitemap using your published Pages.

### What pages are included in my sitemap?

Your sitemap includes published content across your Kajabi site:

* **Landing Pages** (published, with **Show page in search results** enabled)
* **Website Pages** (published custom pages, excluding system pages such as 404, Login, Library, and Blog)
* **Blog homepage, Blog Posts, and Blog category tag pages**
* **Sales Pages** (published)
* **Store page**
* **Podcast pages** (public podcasts and their published episodes)
* **Newsletter pages** (unarchived newsletters and their published web-visible posts)
* **Your site homepage**

Pages with **Show page in search results** disabled, unpublished pages, and private podcasts are excluded from the sitemap.

[Learn how to customize your Page details](/articles/website/pages/customize-your-page-details).

[Learn more about sitemaps](https://developers.google.com/search/docs/advanced/sitemaps/overview).

***

## View your website's sitemap

1. To view your sitemap, type your website's **URL** in a web browser, followed by `/sitemap.xml`.

   For example, to see Kajabi.com's sitemap, you should enter `kajabi.com/sitemap.xml`.

2. Search engines, like Google, eventually find your sitemap on their own. To speed up this process, you may add your sitemap to the [Google Sitemaps report/Google Search Console](https://search.google.com/search-console/about) whenever you make significant changes to your website. However, this step is not required.


# Website Builder FAQs
Source: https://help.kajabi.com/articles/website/pages/website-builder-faqs

Find answers to frequently asked questions about the Website Builder in Kajabi.

Have questions about the Website Builder? We've put together a few Frequently Asked Questions to help.

***

## What is the Website Builder?

The Website Builder is designed to help you build your website on Kajabi faster and easier than ever before.

Craft your website pages with the same precision and flexibility available with [Kajabi Pages](/articles/website/pages/pages-explained).

With the Website Builder get access to a suite of highly-customizable, smart, streamlined features and an ever-growing list of website page templates to tell your story exactly the way you want it to.

[Learn more about customizing your website with the Website Builder](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

***

## How do I make the switch from Premier to the Website Builder?

Make the switch to the Website Builder by installing, customizing, then activating your newly designed website with the Website Builder. [Learn more](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## Does the Website Builder update my landing pages?

No, the Website Builder is built to help you design your [standard website pages](/articles/website/pages/customizing-your-website-pages-with-the-website-builder) (e.g., Home, Login, Blog, etc.) with the same intuitive flexibility available with Kajabi Pages.

Your standalone, landing pages are separate, individual pages that can be connected with links and buttons.

[Build your landing pages with Kajabi Pages](/articles/website/pages/pages-explained) to leverage the same powerful editing capabilities available with the Website Builder and create a consistent look and feel at every touchpoint.

<Note>
  **Note:**

  Due to the nature of your standard website pages compared to your standalone, landing pages, the Website Builder contains additional features (like [global settings](/articles/website/pages/how-to-use-your-style-settings-with-the-website-builder)) that are not available with Kajabi Pages.
</Note>

[Learn the difference between website pages and landing pages](https://help.kajabi.com/hc/en-us/articles/360044118253).

***

## Can I copy over content from my existing site to the Website Builder?

Yes, if you wish to migrate your existing content onto the Website Builder to access the latest editing capabilities, manually build your existing content with the Website Builder's Sections and Blocks for each page you wish to create for your website.

It is important to note that if your existing website is built with the legacy template, Premier, your website data from the code editor is incompatible with the Website Builder and will not be transferred onto the Website Builder automatically.

To use the Website Builder to design your website, recreate your site or manually migrate your content by selecting a template and building your pages with highly-customizable Sections and Blocks. [Learn more](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## What happens to my Encore Beta Site with the release of the official Website Builder?

The latest version made available with the official release of the Website Builder is the most stable version that includes additional features and fixes that are not compatible with previous beta versions.

If you are on a beta version, we encourage you to install the latest version available with the Website Builder to rebuild your site before activating and launching your website. [Learn to make the switch with the Website Builder](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## What happens to my site as Kajabi releases versions of templates?

As versions are released, we will provide you with detailed feature updates to help you decide if you would like to recreate your site with all the latest features and design capabilities.

***

## What is the difference between the templates, do they include different editing features?

The Website Builder templates give you the same tools and editing capabilities to design your standard website pages across every template.

But we know how much time, resources, and energy is required to design a website from scratch, so we created pre-designed templates to help you get started.

Because we believe that you should never have to start from scratch (unless you want to).

[Learn to get started by selecting a template that best fits your vision](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

***

## Will updating my website with the Website Builder give me editing capabilities for specific website pages or all of my standard website pages?

The Website Builder is built with the sole-purpose of helping you design and build your website to tell your story faster and easier than ever before.

That means you can build every standard website page (everything from your Home page to your Blog pages look and feel) with the Website Builder. [Learn to make the switch to begin designing your website pages](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## How do I get the standard website pages (Member Directory, Announcements, About, and Contact) added to my site?

Add the newest standard website pages to your website by making the switch to the Website Builder. [Learn more](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

***

## How will this affect my existing Blog and Blog Posts?

The Website Builder is Kajabi's latest website editor to give you more control over your website's appearance.

If you choose to re-design and activate your website with the Website Builder, your published blog posts and existing Blog details will take on the design you create.

The blog post content (i.e., title, media, body content) will remain, but the overall look and feel across your blog posts will inherit the design you activate with the Website Builder.

***

## I installed the Website Builder and began customizing my pages, but then I got a warning that my homepage was set to a Landing Page and all of my changes reverted. What happened?

Are you seeing this warning?

<img alt="Homepage warning" />

If you see this warning, you are editing a page that is no longer set to display when visitors enter your site URL. This is a great method for redesigning your website behind-the-scenes by changing your site homepage.

This allows you to craft your website with the Website Builder and continue to direct traffic to your site. [Learn more](/articles/website/pages/how-to-hide-your-site-to-prepare-for-launch).

As long as you clicked **Save** after every change you wished to keep, your changes will remain in the template you were editing.

When you are ready to display your newly designed website, be sure to activate your customized template and change your homepage back to your Template Home. [Learn more](/articles/website/pages/change-your-homepage).

***

## Why do some people have a Sales page in their list of standard website pages and I don't?

If your account was created after 8.16.2020 you will not have a Sales page listed among your standard website pages.

Instead, build your sales pages as standalone landing pages with the highly customizable Kajabi Pages. [Learn more about Kajabi Pages](/articles/website/pages/pages-explained).

***

## Why do I have two About and Contact pages in my navigation menu page?

If you created an About or Contact page and added the page links to your navigation menus before the launch of the Website Builder in 2022, your navigation menu page may display duplicates.

The Website Builder added an official About and Contact page onto your list of standard website pages. As standard website pages, they are connected to your website with a navigation menu.

To remove any duplicate links from your navigation menu page, simply remove the link to the About or Contact page you wish to disconnect. [Learn to delete a link from your navigation menu](../../website/navigation/build-navigation-menus#h_9805cfa2-98b5-492f-a408-4cc0e6bf1f07).


# Website templates overview
Source: https://help.kajabi.com/articles/website/pages/website-templates-overview

Explore available website templates and learn how to choose the right one for your site.

Kajabi provides you with basic streamlined and premium-designed **website templates** to help you get started building your website. Refer to this guide for an overview of each of the website templates available in Kajabi.

## What is a website template?

Website templates are found in the **Template Store** and serve as the starting point of website design in Kajabi. Your website contains system-generated pages that are styled based on the website template you select.

[Learn how to install a website template](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

<Note>
  **Note:** Changing a website template will not preserve the content created in another template. Any content you want transferred to a template will need to be added manually.
</Note>

## Website templates

There are several website templates to choose from. See below for a description of each template and how to use them as the starting point of your website design.

### Streamlined Home

**Streamlined Home** is a simple and sleek starting point to showcase your business.

<img alt="Streamlined Home template" />

[Add Streamlined Home to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Kim

**Kim** is an engaging template that uses the stark contrast between the white background and black lettering to make the colored accents stand out. These accents are carried throughout the page, including the text, for a cohesive look and feel.

<img alt="Kim template" />

[Add Kim to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Carl

**Carl** is an eye-catching template featuring clean lines and a nice balance of text and image display. The contrasting dark text on the light background makes for a crisp and visually appealing site that will make your photos pop.

<img alt="Carl template" />

[Add Carl to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Emilia

**Emilia** combines cursive fonts and eye-catching movement to create a welcoming and visually pleasing template for your website. The subtle shifts in proportion will help you highlight important features in an engaging and professional way.

<img alt="Emilia template" />

[Add Emilia to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Hopper

By keeping things simple, **Hopper** helps convey your message in a clean and inviting way. The bold header image will set the stage for your message while the font is simple, sharp, and easy to read.

<img alt="Hopper template" />

[Add Hopper to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Serenity

**Serenity** is a template infused with balance and soft contrast that flows smoothly from one section to the next, using gentle movement to help guide visitors deeper into the site. The color palette is calm and inviting.

<img alt="Serenity template" />

[Add Serenity to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Rise

Go bold and brave with **Rise**, a modern template. Sharp corners and consistent proportions exude a sense of confidence and assuredness. The pop of color from the buttons and accents brings it together for a striking and professional website.

<img alt="Rise template" />

[Add Rise to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Reach

**Reach** is crisp, clean, and perfect for coaches. Its simple structure and muted color palette give your images and text space to shine. The straightforward design makes for an easy-to-navigate experience your audience will appreciate.

<img alt="Reach template" />

[Add Reach to your saved website templates](https://app.kajabi.com/admin/last_site/themes/pick).

### Legacy templates

**Legacy templates** are no longer being worked on by the Kajabi team. While we will support any issues related to the use of these templates, we encourage you to use our newest templates to get the best experience.

<img alt="Legacy templates" />


# Website widgets available in the Kajabi Page Builder
Source: https://help.kajabi.com/articles/website/pages/website-widgets-available-in-the-kajabi-page-builder

Explore the available website widgets you can add to your pages in Kajabi.

Use website widgets in the Kajabi Page Builder to add features and functionality to your website pages and landing pages in as little as a few clicks - no code required.

This feature is available via licensed 3rd party integration with [**Common Ninja**](https://help.commoninja.com/hc/en-us/categories/4409278157585-Widgets). Your first widget is free, additional widgets are subject to an additional cost. A preview of each widget is available inside the widget editor.

[Learn how to add a website widget to your page](/articles/website/pages/how-to-add-a-website-widget-to-your-page).

<Note>
  **Note:** For detailed documentation on the widget features and customization options, visit [Common Ninja's documentation](https://help.commoninja.com/hc/en-us/categories/4409278157585-Widgets) directly.
</Note>

The following widgets are currently available:

***

## 3D Cards

Show off content in an inventive way using animated 3D card displays.

***

## Animated Headline

Animate your titles to stand out to capture the attention of your website visitors.

***

## Animated Number Counter

Showcase statistics, metrics, or countdowns in an animated, visually appealing display.

***

## Audio Player

Embed audio directly into your website with an audio player compatible with various files and sources.

***

## Back to Top Button

Improve navigation on your pages with a button placed at the bottom of a webpage that, when clicked, scrolls the page back to the top.

***

## Before & After Slider

Create an interactive slider that enables users to slide their cursor to show before and after images.

***

## Card Carousel

Present a carousel display featuring images and text cards.

***

## Charts & Graphs

Visualize data and information using various chart types, including bar, pie, and line graphs, and more.

***

## Comments

Comments System with upvote/downvote, email notifications, reply threads, and moderation tools.

***

## Comparison Tables

Displays data or features side-by-side, allowing users to compare and contrast the information easily.

***

## Corner Coupon Pop-Up

Enhance website engagement, collect leads, and elevate conversion rates.

***

## Countdown

Display a timer counting down to a specific date or event.

***

## Countdown Banner

Establish urgency and boost conversions with a countdown bar displayed at the top of your page.

***

## Coupon Bar

Display a bar or banner displaying a discount coupon anchored at the top or bottom of the screen.

***

## Coupon Pop-Up

Promote your coupons and discounts with a popup.

***

## Count-Up Clock

Count the time that elapsed since a specific event or moment occurred.

***

## Currency Converter

Enhance global shopping by displaying prices in multiple currencies.

***

## Device Mockup

Visualize products or images in various computer and mobile devices to drive sales.

***

## Diagrams

Easily craft, customize, and integrate flow charts on your website.

***

## Event Flip Cards

Animated cards designed to showcase upcoming events.

***

## Event List

Showcase upcoming events info in a stylized and adjustable list format.

***

## Event Listings

List your upcoming events and enable your site visitors to easily search and filter your events.

***

## Facebook Feed

Display a feed of the latest posts from a Facebook user or page.

***

## FAQ

Customize the display of common questions and answers for quick reference.

***

## Flip Cards

Animated cards designed to showcase relevant content.

***

## Highlighted Headlines

Customize your headlines with unique highlights, colors, animations, and personalized styles.

***

## Image Accordion

Showcases images in a collapsible format that expands when clicked to reveal the selected image.

***

## Image Carousel

Enhance your website design and showcase images in a rotating or sliding view.

***

## Image Gallery

Displays multiple images and captions in diverse layouts and grids.

***

## Image Grid Slider

Unleash creativity with a unique blend of grid gallery and carousel slider functionality.

***

## Image Hotspot

Add interactive areas on images that reveal extra information when clicked or hovered over.

***

## Image Poll

Craft interactive, image-based polls with customizable features.

***

## Image Slider

Displays a series of images in a slideshow format.

***

## Info List

Present your content in a stylized and customizable list.

***

## Instagram Carousel

Display Instagram posts in a sleek carousel format on your site.

***

## Instagram Feed

Display your most recent posts from your Instagram page to engage your site visitors.

***

## LinkedIn Feed

Display the latest posts from your LinkedIn page.

***

## Logo Slider

Establish credibility with a logo slider of clients and partners.

***

## Mega Footer

Transform your website footer by organizing links, displaying logos, and integrating your social media profiles on a fully customizable experience.

***

## Messenger Chat

Add a Facebook Messenger chat button to your website to enable website visitors to engage with you directly.

***

## Nudge Button

Embed an animation designed to capture the user's attention and encourage interaction.

***

## PDF Flipbook

Embed interactive, customizable flip books from PDFs on your website.

***

## PDF Viewer

Let users view valuable information and navigate PDF files directly on your website.

***

## Pinterest Feed

Display the latest posts from your Pinterest feed.

***

## Poll

Display an Interactive Poll Widget for real-time user feedback and engagement.

***

## Pricing Slider

Display various pricing options with an interactive slider.

***

## Pricing Tables

Display pricing options for products or services with a stunning, detail-rich and fully responsive pricing table.

***

## Process

Present a task or process by showcasing each step with images and text.

***

## Product Blobs

Customizable product showcase designs to drive engagement with your products.

***

## Progress Bars

Showcase progress in a beautiful, animated visual representation.

***

## Quiz Maker

Display the Quiz Maker for easy custom quiz creation and integration.

***

## Quotes Carousel

Showcase relevant quotes in a rotating or sliding manner.

***

## Reviews Badge

Boost credibility, Improve SEO, and increase conversions with review badges.

***

## RSS Feed

Display the latest posts from any RSS feed.

***

## Reviews Trust Bar

Display ratings and reviews from multiple platforms.

***

## Social Media & RSS Feeds

Combine the latest posts from any social platform and RSS feed.

***

## Social Media Links

Sticky buttons with links to social media accounts.

***

## Social Proof

Display user interactions to build trust and boost conversions.

***

## Social Share Buttons

Seamlessly integrate social sharing buttons into your website to drive virality and growth.

***

## Telegram Chat

Add a Telegram chat button to your website to enable website visitors to engage with you directly.

***

## Testimonials Slider

Showcase customer testimonials using a rotating slider to improve credibility and conversions.

***

## Threads Feed

Display the latest posts from your Threads profile.

***

## TikTok Carousel

Showcase TikTok videos on your site with a customizable carousel.

***

## TikTok Feed

Display the latest posts from your TikTok page.

***

## Timeline

Show events or important moments in chronological order.

***

## Tumblr Feed

Display the latest posts from your Tumblr page.

***

## Twitch Feed

Display the latest posts from your Twitch page.

***

## Twitter Feed

Display the latest tweets from your Twitter.

***

## Video Carousel

Showcases a series of videos in a rotating or sliding interactive design.

***

## Video Gallery

Showcases videos from various sources in a variety of visually appealing layouts and grids.

***

## Video Poll

Create engaging, personalized video polls.

***

## Vimeo Feed

Display the latest posts from your Vimeo channel.

***

## WhatsApp Chat

Add a WhatsApp chat button to your website to convert leads or support your current clients.

***

## YouTube Feed

Display the latest posts from your YouTube channel.


# What are some of the best website features available with Kajabi?
Source: https://help.kajabi.com/articles/website/pages/what-are-some-of-the-best-website-features-available-with-kajabi

Discover the key website features available with Kajabi to help grow your business.

Kajabi is an industry-leading all-in-one platform that makes it simple to create a successful business online.

By putting all the pieces of a successful business in one convenient platform, Kajabi helps people like you get started and grow your business faster.

A few of the best website features available with Kajabi include the following:

* Create a variety of product offerings (e.g., online course, coaching program, community, podcasts)
* Create a central location for your online store
* Build with a fully integrated system
* Provide your customers with a central login
* Create different offerings to make your products more accessible
* Run with ideas fast
* Easily design landing pages
* Quickly create an entire funnel
* Create email marketing campaigns
* Automate your business
* Hold events
* Test your customer knowledge with quizzes
* Scale your business with the built-in Affiliate system
* Create a central location for customer service
* Gain insight into the health of your business with site-wide analytics


# What is split testing?
Source: https://help.kajabi.com/articles/website/pages/what-is-split-testing

Learn how to conduct a split test to measure the effectiveness of your webpage and the variables within it.

Learn how to conduct a Split Test to measure the effectiveness of your webpage and the variables within it.

***

## What is split testing?

Split testing, or A/B testing, is a method of measuring the effectiveness of different variables on a webpage.

In short, Split testing is like conducting a science experiment to improve a website metric such as forms submitted, links clicked, or offers purchased.

The terms Split testing and A/B testing are commonly used interchangeably.

**Split testing** compares two completely different versions of a webpage with two distinct URLs to determine which page your site visitors respond to best.

**A/B testing** compares a constant version of a page to an alternate version of the page with small, variable changes similar to the constant version. This type of testing uses the same URL for all visitors to identify what variables in a webpage perform best.

***

## Why use split testing or A/B testing?

Split testing and A/B testing can improve your conversions, enhance your customer experience, and ultimately, provide insight into the performance of your site.

### When are split tests used?

Nearly every aspect of a webpage can be Split tested. Even small, seemingly insignificant changes can, at times, yield surprising results. Some page elements that are typically tested include:

* **Calls to action:** Button appearance, placement, and text
* **Copy and tone:** Language, body content, and headlines
* **Imagery:** Videos, testimonials, and images
* **Branding:** Logos, colors, and page design

### How to conduct an A/B or split test

* **Step 1. Research**: Take a look at competitors in your industry to determine areas that may be improved with Split testing.
* **Step 2. Hypothesis**: Based on your reasoning and research, identify a possible explanation or conjecture to test. For example, *Users aren't sure where to locate your Sales Page on the homepage; if it were noticeably displayed on the header navigation menu, the conversion rate would increase.*
* **Step 3. Identify the variable**: Because a Split Test or A/B test is a form of scientific experiment, it must be done with proper control variables to be conclusive. Identify the variables you will test.
* **Step 4. Set your parameters**: To determine the length of time and volume of visitors needed for you to conduct a reliable test, use an A/B Test Calculator like [Optimizely](https://www.optimizely.com/sample-size-calculator/). All the website elements outside of the variable being tested must be kept identical to yield valid results.
* **Step 5. Conduct your test**: Use a Split testing tool, share your pages and measure results.

***

## Split testing in Kajabi

If you are looking to A/B test other areas of your site, Kajabi can support Split testing. Essentially, you'll need to create two versions of a page.

These two versions can then be sent out via email or linked to different social media campaigns.

After a period of time, take a look at your Analytics to compare stats.

### First, create two versions of a single landing page

Create a control page and duplicate it. Use the duplicated version to create your alternate page. [Learn how to duplicate your page](/articles/website/pages/duplicate-a-page).

### Then, share your pages

Copy the link to the original page:

<img alt="Copy Landing Page URL" />

Then, paste the link into different social media campaigns or email contact segments. Repeat these steps to share the alternate version of your page.

### Lastly, check the conversion rate

After you have conducted the test over a period of time, check the conversion rate per page view.

* Select the **Analytics** tab from your dashboard.
* Then, select **Page Views** from the Analytics Overview page.
* In the Page View report, take a look at your analytics to determine the effectiveness of both versions of your page. Use the Filters in the right sidebar to select specific pages to view:

<div>
  <iframe />
</div>

***

## Split testing tools

There are various paid Split testing and A/B testing tools available on the market, for example:

* [Optimizely](https://www.optimizely.com/platform/experimentation/) is a paid web experimentation tool to run experiments across your website.
* [Visual Website Optimizer](https://vwo.com/testing/ab-testing/) is a great tool to set up, design, and run A/B tests on your site.


# What is the difference between a landing page and a website?
Source: https://help.kajabi.com/articles/website/pages/what-is-the-difference-between-a-landing-page-and-a-website

Understand the key differences between a landing page and a website in Kajabi.

A **Website** consists of a homepage and various other pages linked together with a navigation menu.

With Kajabi's latest updates to the website builder, you can create custom website pages and build out your standard website pages. [Learn more](/articles/website/pages/customizing-your-website-pages-with-the-website-builder).

**Landing Pages**, on the other hand, are one-off pages (or individual pages) that can be used for any purpose from opt-ins, to sales pages, to thank you pages, and more.

A good way to think of landing pages is as separate pages on your site that your visitors can land on.

Learn more about the difference between [Website, Landing, and Funnel Pages in Kajabi](/articles/website/pages/pages-overview).


# Page Editors - Nova, Premier, and Encore
Source: https://help.kajabi.com/articles/website/pages/what-is-the-difference-between-premier-and-encore

Learn how to access the different versions of Kajabi's Page Editors and determine which one is right for you.

Your Kajabi site consists of [**Website Pages**](/articles/website/pages/pages-overview#website-pages), [**Landing Pages**](/articles/website/pages/pages-overview#landing-pages), and [**Funnel Pages** ](/articles/website/pages/pages-overview#funnel-pages). Each of these page types has its own **Page Editor**, which has tools and features to help you customize them.

There are three versions available: [Nova](/articles/website/pages/nova-theme-overview), an AI-first Page Editor and theme; **Encore**, which includes advanced customization options; and **Premier**, the legacy editor.

### Access a Page Editor

1. From the dashboard, open the **Website** tab.
2. Click **Website Pages** or **Landing Pages**, or **Funnels** tab.
3. Locate the page you wish to edit.
4. Select one of three ways to open the editor:
   * Click its **Page Title**
   * Click the **(cookie) Customize icon**
   * Click the **more options (...) icon** and select **Edit design**

## Nova

**Nova** is a Page Editor and theme designed from the ground up for building with AI. Instead of filling in a fixed template, you describe the page you want and the [**MCP**](https://help.kajabi.com/articles/api-integrations/connect-kajabi-to-claude-or-chatgpt) composes it for you, which produces modern, distinctive layouts rather than the same template with different words.

Nova works as the foundation for AI-generated pages. Kajabi’s existing Encore and Premier themes still work as designed. Nova is an additional option, not a replacement. 

## Encore

The **Encore** Page Editor is continually updated with features, and is alternatively referred to as the **Website Builder**.

Encore includes advanced customization options.

Read how to switch from Premier to the Website Builder in this [article](/articles/website/pages/how-to-make-the-switch-to-the-new-website-builder).

## Premier

**Premier** is the legacy Page Editor.

Premier offers a streamlined approach to website and page design, while Encore offers more customization options.

Premier Website and Landing Page themes are referred to as "Legacy Themes".

You will need to choose a Legacy Theme if you wish to build a website or [Landing Page](/articles/website/pages/how-to-create-a-new-page-with-premier) in Premier.

[Learn more about Legacy Themes](/articles/website/pages/website-templates-overview).

| **Sections**                                                                                        | **Descriptions**                                                                                                                        |
| --------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| [**Accordion**](/articles/website/pages/how-to-add-an-accordion-section-to-your-premier-page)       | Compile a list of FAQ's or general information to share with users.                                                                     |
| [**Assessment**](/articles/website/pages/how-to-add-an-assessment-to-your-page-with-premier)        | Collect information from users or test their knowledge using an Assessment.                                                             |
| [**Blog Posts**](/articles/website/pages/how-to-add-blog-posts-to-your-page-with-premier)           | Show recent posts from your Blog in reverse chronological order.                                                                        |
| [**Countdown Timer**](/articles/website/pages/how-to-add-a-countdown-to-your-page-with-premier)     | Use this section to show when an event is going to begin or to countdown to an Offer expiration date.                                   |
| [**Call To Action**](/articles/website/pages/how-to-use-a-call-to-action-in-your-page-with-premier) | A response button that can redirect the user to a page, Offer checkout, trigger a download, open a two step opt-in, or lead to any URL. |
| [**Custom Code**](/articles/website/pages/how-to-embed-custom-code-to-your-page-with-premier)       | Embed custom code in a page.                                                                                                            |

## Premier vs. Encore

While both Premier and Encore offer great customization options and include all you need to set up Website and Landing Pages, there are some key differences between the two.

The table below shows the features offered by each.

| **Features**                                                                                                                                          | **Encore** | **Premier** |
| ----------------------------------------------------------------------------------------------------------------------------------------------------- | ---------- | ----------- |
| [Accordion](/articles/website/pages/how-to-add-an-accordion-section-to-your-premier-page) vs [FAQ](/articles/website/pages/how-to-add-an-faq-section) | Both       | Accordion   |
| [Block Width Adjustment](/articles/website/pages/how-to-customize-the-block-width)                                                                    | Yes        | No          |
| Desktop/Mobile Layout Option                                                                                                                          | Yes        | No          |
| Categorized + Add Section Feature                                                                                                                     | Yes        | No          |
| Search Bar in Edit Page                                                                                                                               | Yes        | No          |
| [Facebook Comment Section](/articles/website/pages/how-to-add-facebook-comments-to-your-page)                                                         | No         | Yes         |
| [Animations](/articles/website/pages/customizing-block-animations)                                                                                    | Yes        | No          |
| Mobile/Desktop Layout Options                                                                                                                         | Yes        | No          |


# What is the link to my login page?
Source: https://help.kajabi.com/articles/website/pages/what-is-the-link-to-my-login-page

Find the direct link to your Kajabi login page and library page.

The link to your login page is `yourwebsitedomain.com/login`.

For example, if your website URL is [www.learningwithme.com](http://www.learningwithme.com), then your login page link would be:

<img alt="Login page URL example" />

**Looking to send customers to your library page?**

Send logged in customers directly to their Library with `www.yourwebsitedomain.com/library`.

If your customer is logged out, this link will redirect them to your [Login Page](/articles/website/pages/how-to-build-your-login-page).

[Learn to copy your standalone and standard website page links](/articles/website/pages/how-to-copy-your-page-link).


# What is the Template Home?
Source: https://help.kajabi.com/articles/website/pages/what-is-the-template-home

Learn about the Template Home and how it serves as the default homepage on your website.

The Template Home is the default homepage on your website:

<img alt="Template Home" />

This is the default page that your site visitors will be directed to when entering your site URL.

[Learn to customize your Template Home](/articles/website/pages/how-to-build-your-custom-homepage).

If you wish, you can change your homepage to:

* the Template Home
* the [Login page](/articles/website/pages/how-to-build-your-login-page) for the [Library](/articles/website/pages/customizing-your-library-page)
* a [Landing Page](/articles/website/pages/how-to-add-pages-to-your-website)
* or your [Store](/articles/website/pages/how-to-build-your-store)

Update your Site Details to direct your visitors to your desired page.

Read [How to Change Your Homepage](/articles/website/pages/change-your-homepage) for more information.


# What's new with Builder 2.0
Source: https://help.kajabi.com/articles/website/pages/whats-new-with-builder-20

Learn about the most recent updates available with Builder 2.0.

## What's new

The latest updates to the Page Builder include:

* Refreshed visual design across the entire interface
* Updated and reorganized Sections for better clarity
* Redesigned search bar for faster, more intuitive navigation
* Certain button toggles now follow the Page's Style Guide
* Undo button for quick and easy edits

<div>
  <iframe />
</div>

This is just the beginning of Builder improvements. More exciting updates are on the way.

***

## How to upgrade

The first step to experiencing Builder 2.0 is to upgrade from your current version.

To do so:

* From the Kajabi Homepage, select the **Website** tab.
* Choose either **Website** or **Landing Pages.**
* Select the **page** you wish to edit.
* In the Builder, click **Explore and Upgrade** in the upper right corner.
* Click **Upgrade**:

<div>
  <iframe />
</div>

<Note>
  **Note:**

  Remember to upload your template Zip files to complete the Builder upgrade.
</Note>

***

## Refreshed visual design

The refreshed left sidebar is the first thing you'll notice in the Builder. It's been simplified and cleaned up for a more streamlined experience. Content blocks are now reorganized to create a smoother, more intuitive flow as you build. Buttons are clearly labeled and do exactly what you expect, helping eliminate confusion and speed up your workflow:

<div>
  <iframe />
</div>

***

## Cleaner sections and search bar

Creating a Section is now easier than ever. The redesigned Section view is clean, intuitive, and user-friendly, making it simple to browse and choose the right content. Looking for something specific? Just use the Search bar to find exactly what you need quickly:

<div>
  <iframe />
</div>

***

## Style guide

Specific button toggles and customizations now follow the [Page's Style Guide](/articles/website/pages/customize-your-page-font-and-style-with-the-style-guide), ensuring a consistent and professional look across your design:

<img alt="Style Guide" />

***

## Undo

Want to make further adjustments? Customizations are fully supported. Changed your mind? Just click **Undo** to revert any customization:

<div>
  <iframe />
</div>


# What's new with the Page and Email Builder
Source: https://help.kajabi.com/articles/website/pages/whats-new-with-the-page-and-email-builder

Learn about the most recent updates available with the Page and Email Editors.

Learn about the most recent updates available with the Page and Email Editors.

***

## What's new

With the latest improvements to the Page and Email Builder, you'll experience a faster editing experience, reduced latency, and faster load times, allowing you to build faster and easier than ever before.

Along with a faster editing experience, you'll notice that a few features have been rearranged to give you easier access:

* Top Bar relocated
* Save button has moved
* Updated viewport
* Undo/Redo Button
* Expand the sidebar editor

### Do I need to update my pages?

No, if you choose to enable the latest update in Kajabi Labs you will automatically gain an improved editing experience when building your pages and emails.

**Try out the latest updates to the Page and Email Builders on your account with [Kajabi Labs](https://app.kajabi.com/admin/last_site/labs).**

***

## Top bar

The top bar will house the page selector that used to be located in the bottom left corner of the sidebar editor:

<img alt="Top Bar comparison" />

***

## Save button

Save your changes with the recently relocated "Save" button. You will notice that instead of clicking Save in the bottom left corner of the sidebar editor, you can now click Save in the top right section of the top bar:

<img alt="Save button comparison" />

***

## Updated viewport

The viewport allows you to change your preview window to show you how your page would appear when viewed on desktop, tablet, and mobile devices.

With the latest update, you can now access these views from the top bar.

<img alt="Viewport comparison" />

***

## Undo/Redo button

Easily remove or retrieve changes with the Undo and Redo button.

The Undo and Redo buttons will appear as arrows at the top of the editor next to the Preview button. This allows you to easily preview your changes and undo or redo your changes within your editing session.

If you undo a change, but then decide you would actually like to keep it, using the redo button will bring your customization back.

<img alt="Undo/Redo buttons" />

In addition to the Undo/Redo button, you can now use the following keyboard commands to quickly save, undo, or redo changes:

* \[cmd-s] to save any changes
* \[cmd-z] to undo a customization
* \[cmd-shift-z] to redo a customization

***

## Expand the sidebar editor

Give yourself more room to customize your page by expanding the sidebar editor.

<div>
  <iframe />
</div>


# Who updated my landing pages?
Source: https://help.kajabi.com/articles/website/pages/who-updated-my-landing-pages

Understand why your landing pages may display an updated timestamp without manual changes.

Do your landing pages display an updated timestamp without you or your team updating the page?

Updated timestamp example:

<img alt="Updated timestamp example" />

If your landing pages are built with the Encore 1.0.0 version, an update has been deployed and will display an updated timestamp for the page.

These updates ensure that your landing pages will continue to function properly even if Wistia changes its Javascript code in the future.


# Why aren't my changes saving?
Source: https://help.kajabi.com/articles/website/pages/why-arent-my-changes-saving

Learn why your changes may not be saving and how to avoid losing your edits.

If you are using multiple browser tabs to customize your site, your changes may not save. Avoid using multiple tabs to ensure that your customizations are properly saved.

***

## Why aren't my changes saving?

If you are customizing your site with multiple browser tabs, your changes in one tab may not save properly in the other tab. For example, you may be customizing the same landing page or editing the same Course Product within two different browser tabs.

This can result in various problems, from edits getting saved over to accidentally deleting content because when you are working on the same area in multiple tabs each tab needs to be reloaded before it shows the most recent changes.

Even if a "Save" button is clicked in one tab, it cannot force a second tab to reload, so that second tab would not reflect the changes until it is refreshed manually.

This can open you up to losing your edits if you are making changes with multiple browser tabs.

<div>
  <iframe />
</div>

***

## The solution

Stick to one tab on one web browser.

By customizing your site on one browser tab, you can avoid losing your edits and design your site exactly as you envision.


# Why do I have two login buttons in my page header?
Source: https://help.kajabi.com/articles/website/pages/why-do-i-have-two-login-buttons-in-my-page-header

Learn how to remove the second login button from your page header.

Your page header may display two login buttons if you have the User Menu Block and a Login link in your navigation menu. Learn to remove the second login button from your page header.

***

## Why does this happen?

The User Menu Block in your page header will display the "Log In" text if your page visitor has not logged in to your site. [Learn about the User Menu Block](/articles/website/pages/how-to-add-a-user-menu-to-your-page-header).

If you have included a link to your [login page](/articles/website/pages/how-to-build-your-login-page) in a custom navigation menu, your page will display two "Log In" buttons:

<img alt="Two login buttons example" />

***

## I want one login button

If you wish to include a login button in your page header, be sure to include the [User Menu Block](/articles/website/pages/how-to-add-a-user-menu-to-your-page-header).

The User Menu Block will display the "Log In" text when a page visitor has not logged in to your site and will change to the customer's avatar when the customer has logged in.

Just be sure to remove the link to your login page from your navigation menu. [Learn to edit your navigation menu](../../website/navigation/build-navigation-menus#h_9805cfa2-98b5-492f-a408-4cc0e6bf1f07).

<div>
  <iframe />
</div>

By removing the login link from your navigation menu and including the User Menu Block in your page header, your header will contain a single login button:

<img alt="Single login button example" />


# Why does the login page or 404 error keep appearing when editing my site?
Source: https://help.kajabi.com/articles/website/pages/why-does-the-login-page-or-404-error-keep-appearing-when-editing-my-site

Learn how to resolve login page or 404 errors when customizing your site by enabling cookies.

If you are experiencing issues customizing the template for your Website and Product Pages because your site Login Page is displayed, or seeing a 404 page not found error image when customizing draft pages, your browser may be blocking Kajabi's cookies to allow you to access the editor. Learn to enable Kajabi's cookies to customize your page.

***

## Why does this happen?

The Login Page may appear when attempting to customize your Website Pages or Product Pages if your web browser is set to block third-party cookies.

Are you seeing a 404-page not found error when customizing a Website or Product Page? This error appears when a page's visibility is set to **draft**, and not published, while your web browser is set to block third-party cookies.

Learn more about page visibility settings [here](https://kajabi.zendesk.com/Default%20Visibility%20for%20a%20New%20Page).

If you are experiencing either of these issues, you may have cookie blockers, plugins, or extensions blocking Kajabi's cookies.

Resume customizing your Website Page or Product Page by enabling third-party cookies on your web browser or clearing your web browser's cache and cookies from the web browser settings.

In this guide, you will find instructions for how to enable cookies for a few of the most popular web browsers.

If you are using another web browser, check its support site for instructions on enabling cookies or clearing cache and cookies.

### Login displayed when attempting to customize a Product Page:

<img alt="Login displayed when customizing" />

<Note>
  **Note:**

  Entering valid credentials into the displayed log in will not fix the issue you may be experiencing. Instead, you will see an error message stating "the change you wanted was rejected." If you are experiencing these issues, enable third-party cookies on your web browser or clear your browser's cache and cookies to continue customizing your page.
</Note>

***

## Chrome

### Enable third-party cookies

* On your computer, open **Chrome**.
* In the top right, click the More icon (the three vertically-aligned dots).
* Then, click **Settings**.
* Click **Privacy and Security** from the left sidebar.
* Scroll down and open **Third-party cookies**.
* Then, select **Block third-party cookies in Incognito Mode**:

<img alt="Chrome cookie settings" />

Read [Google's Support Guide](https://support.google.com/accounts/answer/32050?co=GENIE.Platform%3DDesktop\&hl=enIn) to clear cache and cookies.

***

## Safari

### Enable website tracking and cookies

* On your computer, open **Safari**.
* Click the **Safari** drop-down menu then open **Preferences**.
* Click **Privacy** from the top menu.
* Uncheck both:
  * **Website tracking**
  * **Cookies and website data**

<img alt="Safari privacy settings" />

Read [Apple's Support Guide](https://support.apple.com/guide/safari/clear-your-browsing-history-sfri47acf5d6/mac) to clear history, cache, and cookies.

***

## Additional popular web browsers

### Using a browser not listed above?

Refer to the list of popular browsers below and select your preferred web browser to view their specific instructions.

If your browser is not listed, we recommend searching your browser's help documentation for step-by-step instructions on how to enable third-party cookies.

### Additional web browser guides:

* [Opera](https://help.opera.com/en/latest/web-preferences/#cookies)
* [Firefox](https://support.mozilla.org/en-US/kb/websites-say-cookies-are-blocked-unblock-them)
* [Internet Explorer](https://support.microsoft.com/en-us/topic/delete-and-manage-cookies-168dab11-0753-043d-7c16-ede5947fc64d)
* [Microsoft Edge](https://support.microsoft.com/en-us/topic/delete-and-manage-cookies-168dab11-0753-043d-7c16-ede5947fc64d?ui=en-us\&rs=en-us\&ad=us)


# Assemble and Offer
Source: https://help.kajabi.com/assemble-and-offer



Duration: 6 minutes

Discover Kajabi’s suite of products that let you offer your customers value however you like, while making selling simple.

<div>
    <iframe />
</div>

Learn how to package your knowledge and start generating revenue using Kajabi's core product types and sales tools. You'll see how to create and structure courses (including Cohort courses), set up coaching programs, build a community, launch a podcast, and sell digital downloads or newsletters.\
\
**By the end of this video, you will be able to:**

1. Identify which Kajabi product type — course, coaching, community, podcast, newsletter, or download — best fits your content and delivery goals.
2. Create and configure an Offer that connects your product to a checkout page, including payment types, pricing structures, and upsell options.
3. Set up Kajabi Payments to accept transactions, issue refunds, and offer flexible payment methods such as subscriptions, buy now/pay later, and one-time payments.

### Additional resources

[What is Kajabi ](https://help.kajabi.com/articles/resources/resources/what-is-kajabi)(article)\
[Courses overview](https://help.kajabi.com/en/articles/12695101-courses-overview) (article)\
[Cohort Courses: A New Era of Learning](https://www.kajabi.com/learn/cohort-courses) (video)\
[Coach More, Manage Less](https://www.kajabi.com/learn/new-kajabi-coaching) (video)\
[Creating Your Community](https://www.kajabi.com/learn/creating-your-community) (video)\
[Kajabi Payments 101: Sell Smarter with Built-In Payments](https://www.kajabi.com/learn/kajabi-payments-101) (video)\
[Newsletters overview](https://help.kajabi.com/articles/products/newsletters/newsletters-overview) (article)\
[Offer creation flow ](https://help.kajabi.com/articles/sales/offers/offer-creation-flow)(article)


# Assemble and Offer
Source: https://help.kajabi.com/assemble-and-offer-1



<div>
  <iframe />
</div>

### **What you'll learn**

* Gain practical insights into assemble and offer
* Apply best practices to your own situation
* Overcome common challenges and obstacles

Learn how to package your knowledge and start generating revenue using Kajabi's core product types and sales tools. You'll see how to create and structure courses (including Cohort courses), set up coaching programs, build a community, launch a podcast, and sell digital downloads or newsletters.

**By the end of this video, you will be able to:**

1. Identify which Kajabi product type — course, coaching, community, podcast, newsletter, or download — best fits your content and delivery goals.
2. Create and configure an Offer that connects your product to a checkout page, including payment types, pricing structures, and upsell options.
3. Set up Kajabi Payments to accept transactions, issue refunds, and offer flexible payment methods such as subscriptions, buy now/pay later, and one-time payments.


# VIDEO: Automation triggers, flows, and branches
Source: https://help.kajabi.com/automation-triggers-flows-and-branches



Build complex automations with multiple triggers, flows, and conditional branching logic in a single workflow.

<div>
  <iframe />
</div>

For more in-depth information on Automations, see: [Automations overview](https://help.kajabi.com/articles/marketing/automations/automations-overview)


# VIDEO: Automations overview
Source: https://help.kajabi.com/automations-overview



Automate admin actions across funnels, offers, forms, emails, events, and course lessons using when-then logic.

<div>
  <iframe />
</div>

For more in-depth information on Automations, see: [Automations overview](https://help.kajabi.com/articles/marketing/automations/automations-overview)


# Build Your Brand
Source: https://help.kajabi.com/build-your-brand



Duration: 5 minutes

Explore Kajabi’s easy-to-use Website and Marketing tools so you can build a brand that not only looks great but also grows your business.

<div>
    <iframe />
</div>

Build a brand that attracts the right audience and turns visitors into paying customers using Kajabi's website builder and marketing suite. You'll learn how to build and customize your site using templates, the block-and-section structure, and the style guide for consistent branding.\
\
**By the end of this video, you will be able to:**

1. Build and customize a Kajabi website using templates, blocks, and sections and apply global style settings to maintain consistent branding across all pages.
2. Create and schedule an email campaign by choosing the right format (broadcast for one-time sends, sequence for behavior-triggered drip) and customizing it with the visual editor.
3. Launch a funnel using a pre-built template to automate the marketing-to-sales pipeline, and navigate the funnel outline to edit steps and understand the customer journey.

### **Additional resources**

[What is Kajabi ](https://help.kajabi.com/articles/resources/resources/what-is-kajabi)(article)\
[Design with Ease: Meet the new Kajabi Builder](https://www.kajabi.com/learn/new-kajabi-builder) (video)\
[Pages overview](https://help.kajabi.com/articles/website/pages/pages-overview) (article)\
[Funnels in Kajabi ](https://help.kajabi.com/articles/marketing/funnels/funnels-in-kajabi)(article)\
[Contacts tab overview](https://help.kajabi.com/articles/contacts/manage-your-contacts/contacts-tab-overview) (article)


# Build Your Brand
Source: https://help.kajabi.com/build-your-brand-1



<div>
  <iframe />
</div>

### **What you'll learn**

* Build a strong, recognizable brand identity
* Apply proven frameworks and best practices
* Implement a clear action plan immediately

Build a brand that attracts the right audience and turns visitors into paying customers using Kajabi's website builder and marketing suite. You'll learn how to build and customize your site using templates, the block-and-section structure, and the style guide for consistent branding.

**By the end of this video, you will be able to:**

1. Build and customize a Kajabi website using templates, blocks, and sections and apply global style settings to maintain consistent branding across all pages.
2. Create and schedule an email campaign by choosing the right format (broadcast for one-time sends, sequence for behavior-triggered drip) and customizing it with the visual editor.
3. Launch a funnel using a pre-built template to automate the marketing-to-sales pipeline, and navigate the funnel outline to edit steps and understand the customer journey.


# Building a coaching ecosystem that keeps clients coming back
Source: https://help.kajabi.com/building-a-coaching-ecosystem-that-keeps-clients-coming-back



Join 7-figure business coach, Julie Ciardi, as she shows how she uses Kajabi's full product suite to turn clients into superfans that stay engaged and invested all year long.

<div>
  <iframe />
</div>

**Recorded on December 4, 2025\***

#### **Getting new customers takes time, money, and energy. Keeping them should feel easier than it does. Too often, members join and drift away because their experience feels scattered across tools and platforms.**

Join Julie Ciardi, Kajabi Hero and founder of Ignite Her Lab, for a live session on how to turn that struggle into growth. She’ll show how she used Kajabi to build a 7-figure membership business that grew 150% year over year with 65% renewal rates, and how you can create the same kind of connected experience that keeps members engaged longer and helps your business grow with clarity and confidence.

### What you'll learn

* Implement Julie’s exact Kajabi course template to deliver a premium, structured client experience.
* Turn your Kajabi Community into a guided coaching hub—not just a chat space—so clients stay engaged all year.
* Deliver daily coaching touchpoints with Private Podcasts and scheduled content that runs on autopilot.
* Increase retention using Kajabi’s mobile app and DM features to keep clients connected between calls.
* Add a clean paywall for upsells so clients can seamlessly move into your next offer.\\

\*Promotion is no longer available.


# VIDEO: Connect a custom domain to Kajabi
Source: https://help.kajabi.com/connect-a-custom-domain-to-kajabi



Connect a custom domain to your Kajabi site by configuring name servers in your domain registrar.

<div>
  <iframe />
</div>

For more in-depth information on custom domains, see: [Connect a custom domain](https://help.kajabi.com/articles/website/domains/connect-a-custom-domain)


# Connect and Automate
Source: https://help.kajabi.com/connect-and-automate



Duration: 3 minutes

Learn about Kajabi’s additional offerings and all the incredible ways you can get the help you need from our world-class Customer Experience team.

<div>
    <iframe />
</div>

Take back your time by putting your business on autopilot with Kajabi's automation and productivity tools. You'll learn how the "when/then" automation logic works, how to use pre-built blueprints to set up common workflows fast, and how to manage all your automations from a central view.\
\
**By the end of this video, you will be able to:**

1. Build a Kajabi automation using the "when/then" trigger-and-action logic, applying "only if" conditions to target the right contacts at the right time.
2. Set up a Comment to DM automation using a pre-built blueprint to automatically convert social engagement into direct conversations.
3. Use Transcriptions and Translations to generate, edit, and export captions for video content and translate them into supported languages to expand your audience reach.

### Additional resources

[What is Kajabi ](https://help.kajabi.com/articles/resources/resources/what-is-kajabi)(article)\
**[Design with Ease: Meet the new Kajabi Builder](https://www.kajabi.com/learn/new-kajabi-builder)** (video)\
[Smart Replies, Smarter Sales: Automations + Comment-to-DM](https://www.kajabi.com/learn/new-automations-comment-dm) (video)\
[Visual Automations overview ](https://help.kajabi.com/articles/marketing/automations/whats-new-with-kajabi-automations)(article)\
[Universal Inbox + Comment-to-DM ](https://help.kajabi.com/articles/marketing/universal-inbox-comment-to-dm/universal-inbox-comment-to-dm)(article)\
[How to Drive Revenue Growth with a Branded Mobile App](https://www.kajabi.com/learn/how-to-drive-revenue-growth-with-a-branded-mobile-app) (video)


# Connect and Automate
Source: https://help.kajabi.com/connect-and-automate-1



<div>
  <iframe />
</div>

### **What you'll learn**

* Connect Kajabi with your favorite tools
* Automate your marketing and sales processes
* Avoid common mistakes and pitfalls

Take back your time by putting your business on autopilot with Kajabi's automation and productivity tools. You'll learn how the "when/then" automation logic works, how to use pre-built blueprints to set up common workflows fast, and how to manage all your automations from a central view.

**By the end of this video, you will be able to:**

1. Build a Kajabi automation using the "when/then" trigger-and-action logic, applying "only if" conditions to target the right contacts at the right time.
2. Set up a Comment to DM automation using a pre-built blueprint to automatically convert social engagement into direct conversations.
3. Use Transcriptions and Translations to generate, edit, and export captions for video content and translate them into supported languages to expand your audience reach.


# VIDEO: Courses overview
Source: https://help.kajabi.com/courses-overview



Evergreen and Cohort Courses deliver visual and written content organized into modules and submodules, and with lessons and quizzes.

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</div>

For more in-depth information on Courses, see: [**Courses overview**](https://help.kajabi.com/articles/products/courses/courses-overview)


# VIDEO: Create a Coaching product
Source: https://help.kajabi.com/create-a-coaching-product



Build, manage, and schedule Coaching sessions with customers on Kajabi.

<div>
  <iframe />
</div>

For more in-depth information on Coaching, see: [Coaching product overview](https://help.kajabi.com/articles/products/coaching/coaching-product-overview)


# VIDEO: Create a cohort Course
Source: https://help.kajabi.com/create-a-cohort-course



Move learners through a course together as a group to foster collaboration and a sense of community while following a predetermined schedule.

<div>
  <iframe />
</div>

For more in-depth information on cohorts, see: [Customize a Cohort Course](https://help.kajabi.com/articles/products/courses/customize-your-cohort-based-course)


# VIDEO: Create a Community challenge
Source: https://help.kajabi.com/create-a-community-challenge



Inspire your members to take action together with Challenges in your Community.

<div>
  <iframe />
</div>

For more in-depth information on Kajabi Communities, see: [Build Kajabi Communities](https://help.kajabi.com/articles/products/community/build-kajabi-communities)


# VIDEO: Create a Community channel
Source: https://help.kajabi.com/create-a-community-channel



Segment your customers into refined groups with feed or chat Channels.

<div>
  <iframe />
</div>

For more in-depth information on Kajabi Communities, see: [Build Kajabi Communities](https://help.kajabi.com/articles/products/community/build-kajabi-communities)


# VIDEO: Create a Kajabi subdomain
Source: https://help.kajabi.com/create-a-kajabi-subdomain



Set up a custom subdomain for your Kajabi site using CNAME records and the subdomain wizard.

<div>
  <iframe />
</div>

For more in-depth information on custom subdomains, see: [Create a subdomain for a Kajabi site](https://help.kajabi.com/articles/website/domains/how-to-create-a-subdomain-for-a-kajabi-site)


# VIDEO: Create an Event
Source: https://help.kajabi.com/create-an-event



Create Email Sequences built around an Event for registration, reminder, and follow-up emails.

<div>
  <iframe />
</div>

For more in-depth information on Events, see: [Events overview](https://help.kajabi.com/articles/marketing/events/event-overview)


# VIDEO: Create an Offer
Source: https://help.kajabi.com/create-an-offer



Build, customize, and share an Offer to begin selling Products on Kajabi.

<div>
  <iframe />
</div>

For more in-depth information on Offers, see: [Create an Offer](https://help.kajabi.com/articles/sales/offers/create-an-offer)


# VIDEO: Create and build a Form
Source: https://help.kajabi.com/create-and-build-a-form



Create a Form to subscribe contacts, grant Offers, and register contacts for Events.

<div>
  <iframe />
</div>

For more in-depth information on Forms, see: [Create and build a Form](https://help.kajabi.com/articles/marketing/forms/create-and-build-your-form)


# Creating your community
Source: https://help.kajabi.com/creating-your-community



<div>
  <iframe />
</div>

### What you'll learn

* Build and engage a loyal community
* Create meaningful connections with your customers
* Implement a clear action plan immediately

Learn about the essential components of a Kajabi community, and how it can benefit your business. Gain actionable tips to drive engagement and interaction within your community, leading to stronger relationships with your audience and increased revenue. In this webinar, we will guide you through the ins and outs of community building and give you the tools you need to succeed.

Additional resources:

* [**<u>Communities Gamification</u>**](https://help.kajabi.com/hc/en-us/articles/34804458329499-Communities-Gamification)
* [**<u>How to Add Offers in Kajabi Communities</u>**](https://how%20to%20add%20offers%20in%20kajabi%20communities/)
* [**<u>How to Create a Poll in Your Kajabi Community</u>**](https://help.kajabi.com/hc/en-us/articles/26694086775707-How-to-Create-a-Poll-in-Your-Kajabi-Community)
* [**<u>Creating a Community Channel</u>**](https://help.kajabi.com/hc/en-us/articles/9952453388443-Creating-a-Community-Channel)

\*Research by [**<u>Higher Logic</u>**](https://www.higherlogic.com/blog/online-community-stats-you-should-know/) has shown that community engagement can offer an average ROI of 6,469% percent and continue to grow as communities age.


# VIDEO: Get started creating a Branded App
Source: https://help.kajabi.com/get-started-creating-a-branded-app



Set up a Branded App subscription and begin the onboarding process with Kajabi.

<div>
  <iframe />
</div>

For more in-depth information on Branded App, see: [Get started creating a Branded App](https://help.kajabi.com/articles/mobile-apps/branded-app/how-do-i-get-started-creating-my-own-branded-app)


# VIDEO: Grant an Offer
Source: https://help.kajabi.com/grant-an-offer



Grant an Offer to give free access to a course as a lead magnet, preview, or additional access.

<div>
  <iframe />
</div>

For more in-depth information on Offers, see: [Offers overview](https://help.kajabi.com/articles/sales/offers/offers-overview)


# Kajabi Video Library
Source: https://help.kajabi.com/home-1



Browse video guides organized by topic to find step-by-step walkthroughs for the features you use most. For detailed written instructions and troubleshooting, visit the [**Documentation**](https://help.kajabi.com/) tab.

### What's new

<Columns>
  <Column>
    <Frame>
      <a href="https://help.kajabi.com/create-a-cohort-course">
        <img alt="Cohortthumb" />
      </a>
    </Frame>
  </Column>

  <Column>
    <Frame>
      <a href="https://help.kajabi.com/connect-a-custom-domain-to-kajabi">
        <img alt="Cohortthumb" />
      </a>
    </Frame>
  </Column>

  <Column>
    <Frame>
      <a href="https://help.kajabi.com/automations-overview">
        <img alt="Cohortthumb" />
      </a>
    </Frame>
  </Column>
</Columns>

### Have a question our content doesn't cover? Explore our additional resources.

<div>
  <Columns>
    <Card title="Videos & Webinars" icon="video" href="https://www.kajabi.com/learn">
      Watch video guides and attend live webinars
    </Card>

    <Card title="Hero Community" icon="users" href="https://university.mykajabi.com/products/communities/v2/khc/home">
      Stay up to date with Kajabi and connect with other Heroes
    </Card>

    <Card title="Feedback Portal" icon="map" href="https://feedback.kajabi.com">
      Share feedback and see what Kajabi is working on
    </Card>
  </Columns>
</div>


# How to drive revenue growth with a Branded Mobile App
Source: https://help.kajabi.com/how-to-drive-revenue-growth-with-a-branded-mobile-app



Join Kajabi Hero, Megan Sumrell, to learn how she has used a Branded Mobile App to generate 9k leads and earn \$350K in revenue from her app funnel alone.

<div>
  <iframe />
</div>


# How to migrate to Kajabi from Patreon
Source: https://help.kajabi.com/how-to-migrate-to-kajabi-from-patreon



Migrating from another platform can be daunting, we're here to help! In this webinar, we will carefully plan all the steps needed to make this transition as smooth as possible.

<div>
  <iframe />
</div>

### **What you'll learn**

* Understand the benefits of Kajabi vs Patreon
* Gather materials needed for migration
* Move their content into the Kajabi platform
* Know best practices for communicating with existing customers

‍

**Additional resources:**

[**<u>Set up a custom domain</u>**](https://help.kajabi.com/hc/en-us/articles/1260801313510-Set-up-a-custom-domain)

[**<u>How to Get Started with SEO</u>**](https://help.kajabi.com/hc/en-us/articles/4417329045147-How-to-Get-Started-With-SEO)

[**<u>Kajabi Payments Overview</u>**](https://help.kajabi.com/hc/en-us/articles/10426676298267-Kajabi-Payments-Overview)

[**<u>How to Build Membership Levels</u>**](https://help.kajabi.com/hc/en-us/articles/360037764053-How-to-Build-Membership-Levels)

[**<u>How to Import Contacts Onto Kajabi</u>**](https://help.kajabi.com/hc/en-us/articles/360057082314-How-to-Import-Contacts-Onto-Kajabi)

[**<u>How to Create a Coupon</u>**](https://help.kajabi.com/hc/en-us/articles/360037763653-How-to-Create-a-Coupon)


# How to migrate to Kajabi from Teachable
Source: https://help.kajabi.com/how-to-migrate-to-kajabi-from-teachable



Migrating from another platform can be daunting, we're here to help! In this webinar, we will carefully plan all the steps needed to make this transition as smooth as possible.

<div>
  <iframe />
</div>

### **What you'll learn**

* Learn how to migrate from Teachable to Kajabi seamlessly
* Understand the step-by-step migration process
* Implement a clear action plan immediately

**Additional resources:**

[**<u>How to Import Contacts Onto Kajabi</u>**](https://help.kajabi.com/hc/en-us/articles/360057082314-How-to-Import-Contacts-Onto-Kajabi)

**[<u>Kajabi Payments Overview</u>](https://help.kajabi.com/hc/en-us/articles/10426676298267-Kajabi-Payments-Overview)<u>[‍](https://help.kajabi.com/hc/en-us/articles/360057082314-How-to-Import-Contacts-Onto-Kajabi)</u>**

[**<u>How to Import Contacts Onto Kajabi</u>**](https://help.kajabi.com/hc/en-us/articles/360057082314-How-to-Import-Contacts-Onto-Kajabi)

[**<u>How to Create a Coupon</u>**](https://help.kajabi.com/hc/en-us/articles/360037763653-How-to-Create-a-Coupon)


# How to migrate to Kajabi from Thinkific
Source: https://help.kajabi.com/how-to-migrate-to-kajabi-from-thinkific



Migrating from another platform can be daunting, we're here to help! In this webinar, we will carefully plan all the steps needed to make this transition as smooth as possible.

<div>
  <iframe />
</div>

### **What you'll learn**

* Learn how to migrate from Thinkific to Kajabi seamlessly
* Understand the step-by-step migration process
* Implement a clear action plan immediately

**Additional resources:**

[**<u>How to Import Contacts Onto Kajabi</u>**](https://help.kajabi.com/hc/en-us/articles/360057082314-How-to-Import-Contacts-Onto-Kajabi)

[**<u>How to use Coupons</u>**](https://help.kajabi.com/hc/en-us/sections/360008727773-Coupons)

[**<u>Email Campaigns Overview</u>**](https://help.kajabi.com/hc/en-us/articles/360036990014-Email-Campaigns-Overview)

[**<u>How to Connect Your Custom Domain to Kajabi</u>**](https://help.kajabi.com/hc/en-us/articles/1260801313510-Set-up-a-custom-domain)


# Kajabi Help Center
Source: https://help.kajabi.com/index

Explore our documentation, guides, and API to help you build your business on Kajabi.

<div>
  <div>
    <div>
      <h1>
        Kajabi Help Center
      </h1>

      <p>
        Explore our documentation, guides, and API reference to help you build your business on Kajabi.
      </p>

      <div>
        <a href="/articles/get-started/foundations/foundations-start-here">
          <button type="button">
            Get Started
          </button>
        </a>
      </div>
    </div>
  </div>

  <div>
    <div>
      <h2>Browse</h2>
    </div>

    <div>
      <Card title="Cofounder" icon="sparkles" href="/articles/cofounder">
        Your AI assistant to help you turn ideas into income
      </Card>

      <Card title="Amplify" icon="send" href="/articles/amplify/">
        Monetize your email list or grow your audience
      </Card>

      <Card title="Account Settings" icon="settings" href="/articles/account-settings">
        Account & user management, billing, and email settings
      </Card>

      <Card title="Products" icon="cube" href="/articles/products">
        Create and manage Courses, Coaching, Communities, Podcasts, Newsletters, & Downloads
      </Card>

      <Card title="Sales" icon="credit-card" href="/articles/sales">
        Connect payment processors, create and manage Offers & Coupons, and customize Checkout Pages
      </Card>

      <Card title="Website" icon="device-desktop" href="/articles/website">
        Build, design, and manage your Kajabi-hosted website
      </Card>

      <Card title="Marketing" icon="speakerphone" href="/articles/marketing">
        Create Funnels, Forms, Events, and Automations to market your products
      </Card>

      <Card title="Contacts" icon="users" href="/articles/contacts">
        Manage your contacts and members
      </Card>

      <Card title="Analytics" icon="chart-bar" href="/articles/analytics">
        Access, read, and manage Analytics & Reports
      </Card>

      <Card title="Media Library" icon="photo" href="/articles/media-library">
        Centralized hub for managing your media files
      </Card>

      <Card title="Mobile Apps" icon="device-mobile" href="/articles/mobile-apps">
        Free Kajabi Mobile App & paid custom-built Branded Mobile App
      </Card>

      <Card title="API & Integrations" icon="plug" href="/articles/api-integrations">
        Public API & webhooks; email, payment, analytics & Zapier integrations; and Creator.io
      </Card>

      <Card title="Resources" icon="tools" href="/articles/resources">
        Set up your site and get additional support
      </Card>
    </div>
  </div>

  <Container>
    <div>
      <h2>Featured</h2>
    </div>

    <ProductTiles />
  </Container>

  <div>
    <div>
      <h2>Resources</h2>
    </div>

    <div>
      <Columns>
        <Card title="Videos & Webinars" icon="video" href="https://www.kajabi.com/learn">
          Watch video guides and attend live webinars
        </Card>

        <Card title="Hero Community" icon="users" href="https://university.mykajabi.com/products/communities/v2/khc/home">
          Stay up to date with Kajabi and connect with other Heroes
        </Card>

        <Card title="Feedback Portal" icon="map" href="https://feedback.kajabi.com">
          Share feedback and see what Kajabi is working on
        </Card>
      </Columns>
    </div>
  </div>
</div>


# VIDEO: Kajabi Payments 101: Sell smarter with built-in payments
Source: https://help.kajabi.com/kajabi-payments-101-sell-smarter-with-built-in-payments



Get frequently asked questions answered about Kajabi Payments.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for Australia
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-australia



A step-by-step guide to setting up payment integrations easily for the Australia.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for Canada
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-canada



A step-by-step guide to setting up payment integrations easily for the Canadian region.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for the EU
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-the-eu



A step-by-step guide to setting up payment integrations easily for the European Union region.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for the UAE
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-the-uae



A step-by-step guide to setting up payment integrations easily for the United Arab Emirates region.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for the United Kingdom
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-the-united-kingdom



A step-by-step guide to setting up payment integrations easily for the United Kingdom region.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# VIDEO: Kajabi Payments: Setup & onboarding for the United States
Source: https://help.kajabi.com/kajabi-payments-setup-and-onboarding-for-the-united-states



A step-by-step guide to setting up payment integrations easily for the United States region.

<div>
  <iframe />
</div>

For more in-depth information on processing fees, see: [Kajabi Payments Processing Fees](https://help.kajabi.com/articles/sales/kajabi-payments/kajabi-payments-processing-fees)


# Make your videos accessible
Source: https://help.kajabi.com/make-your-videos-accessible



<div>
  <iframe />
</div>

### **What you'll learn**

* Gain practical insights into making videos accessible
* Apply best practices to your own situation
* Overcome common challenges and obstacles

In this video, you’ll learn how to make your video content more inclusive, engaging, and effective for every viewer. You’ll gain practical strategies for writing accessible scripts, recording clear audio, and designing readable visuals, captions, and transcripts. Confidently create videos that work harder for your audience—and deliver stronger results for your business.

\
**Additional Resources:**

[**<u>Video Accessibility Checklist</u>**](https://cdn.prod.website-files.com/693317e747432cd054b3bdc6/6966df7f8081a20a8d7885bb_Kajabi-VideoAccessibilityChecklist.pdf)


# VIDEO: Manage affiliates
Source: https://help.kajabi.com/manage-affiliates



Invite new affiliates, enable self-registration, edit the welcome email, and configure commissions.

<div>
  <iframe />
</div>

For more in-depth information on Affiliates, see: [Manage affiliates](https://help.kajabi.com/articles/sales/affiliates/manage-your-affiliates)


# VIDEO: Manage Kajabi sites
Source: https://help.kajabi.com/manage-kajabi-sites



Add a single Kajabi website or configure multiple sites within an account.

<div>
  <iframe />
</div>

For more in-depth information on Kajabi sites, see: [**Manage Kajabi sites**](https://help.kajabi.com/articles/account-settings/my-kajabi/sites-explained)


# Monetize the gram
Source: https://help.kajabi.com/monetize-the-gram



<div>
  <iframe />
</div>

### **What you'll learn**

* **Xtina’s 8 Instagram Success Secrets:** The exact steps that took her from a few thousand followers to a six-figure income machine.
* **The MONETIZE Method:** How to consistently grow your audience and convert them into loyal buyers.
* **From Likes to Revenue:** Transform your posts, stories, and reels into money-making content that draws clients straight to your offers.
* **The Super-Aligned Audience Formula:** Learn how to attract the right audience that’s primed and ready to buy from you.
* **The Instagram Mindset Shift:** Adopt the millionaire mindset that turns casual followers into paying customers.

**Kajabi has a new look!** Some content may have our old branding. [**<u>Read more on how we are empowering creators.</u>**](https://kajabi.com/reality-check)‍

Join Alex from Kajabi and Xtina Harmsworth, who skyrocketed from 3.8k followers to over 46k in just one year—and turned her audience into \$1.4 million in sales using Kajabi. Watch the replay and start turning your Instagram into a powerful revenue generator today!‍

**You’ll Learn From Someone Who’s Done It:**

Xtina didn’t just grow an audience—she built a community that buys. With \$1.4 million in sales on Kajabi, her methods are proven, tested, and waiting for you to apply them. Whether you're just starting or looking to scale, this webinar replay is packed with strategies you can use right now to make Instagram work for you.

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**Don’t Miss Out on These Key Takeaways:**

1. Walk away with **clear, actionable steps** to grow your Instagram following.
2. Learn how to **monetize your content** and turn engagement into real income.
3. Get insider tips on how to drive your audience from Instagram to your Kajabi products.

‍

**Additional Resources:**

* [**<u>Viral Reels Creation Playbook</u>**](https://www.xtinaharmsworth.com/viral-reels-creation-playbook)
* [**<u>7 Day Slay Challenge Signup</u>**](https://www.xtinaharmsworth.com/offers/osS9QEtD)


# Overcome imposter syndrome
Source: https://help.kajabi.com/overcome-imposter-syndrome



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### **What you'll learn**

* Discover the Root of Your Imposter Syndrome - Understand what’s holding you back from realizing your potential and uncover the hidden beliefs that keep you from taking action.
* Actionable Steps to Build Unshakeable Confidence - Learn proven techniques to move from self-doubt to self-assurance, empowering you to launch without hesitation.
* Clear Path to Launch Your Kajabi Business - Walk away with a structured action plan to launch and grow your business on Kajabi, designed specifically to help you succeed.
* Mindset Alignment for Sustainable Success - Shift from a limiting mindset to one aligned with your business goals, setting yourself up for lasting impact.

**Recorded on November 20, 2024**

Join Alex from Kajabi and “The Fear Guy” Ben Harris, who teaches and coaches on this very subject. This webinar will address the root causes of Imposter syndrome, allowing you to overcome your fears and launch your business.

If you’ve ever felt like you’re not “good enough” to succeed or that you’re not quite ready to launch your business… then you’re not alone. Over 82% of online entrepreneurs struggle with imposter syndrome, which keeps them from achieving their true potential. This is especially common among new Kajabi Heroes and aspiring entrepreneurs who feel unqualified to take the leap. But it doesn’t have to hold you back any longer.

This isn’t just another strategy session; it’s a mindset reset designed to break down the invisible barriers that have been keeping you stuck. Don’t let fear stop you,  take the first step toward launching your business with confidence by watching this webinar right now.

**Additional Resources:**

* [**<u>Ben’s resources</u>**](https://www.feeling-free.com/my-links)


# VIDEO: Protect your account with two-factor authentication
Source: https://help.kajabi.com/protect-your-account-with-two-factor-authentication



Set up and manage two-factor authentication (2FA) to secure your Kajabi account.

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For more in-depth information on two-factor authentication, see: [**Manage two-factor authentication (2FA)**](https://help.kajabi.com/articles/account-settings/my-kajabi/protect-your-account-with-two-factor-authentication-2fa)


# Settings for success
Source: https://help.kajabi.com/settings-for-success



Setting up essential settings in your Kajabi account to start creating and selling.

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### **What you'll learn**

* How to add your Site Details. These settings allow you to customize your logo, favicon, colors, course instructor, and page scripts.
* Customize your Marketing Settings. This is essential for email marketing communcations.
* How to set up Kajabi Payments. Kajabi's fleixbile all-in-one payment solution for easy payments, payouts, sales tax, and refunds.

Make your journey from Learning to Launching easier by customizing the three easy settings areas in Kajabi. In this workshop, you will learn the essential steps to update your site details, marketing settings, and how to connect Kajabi Payments. Completing these steps before your launch will ensure you're set up for success from the get-go.

**Additional resources:[<u>‍</u>](https://help.kajabi.com/hc/en-us/articles/1260801313510-How-to-Connect-a-Custom-Domain)**

[**<u>How to Connect a Custom Domain</u>**](https://help.kajabi.com/hc/en-us/articles/1260801313510-How-to-Connect-a-Custom-Domain)

[**<u>Connecting a Custom Email Domain</u>**](https://help.kajabi.com/hc/en-us/articles/360050369753-Connecting-a-Custom-Email-Domain)

[**<u>Manage every payment effortlessly with Kajabi Payments</u>**](https://help.kajabi.com/hc/en-us/articles/10426676298267-Kajabi-Payments-Overview)

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# Take control of your email deliverability
Source: https://help.kajabi.com/take-control-of-your-email-deliverability



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### **What you'll learn**

* Identify the three key factors that influence email deliverability and explain how each affects your sender reputation.
* Use double opt-in and contact management best practices to maintain build a clean, engaged list.
* Recognize positive and negative engagement signals and use them to guide your email content decisions.
* Set up a consistent sending schedule that builds audience trust without triggering spam filters.
* Understand how using a custom email domain strengthens your sender identity and inbox placement.

Hitting send is only half the battle — what happens after determines whether your message actually reaches your audience. Our video guide breaks down the 3 levers within your control to improve email deliverability: maintaining a clean, engaged list, creating content that drives meaningful interaction like clicks and replies (not just opens), and sending from your own custom email domain. Watch it now and start getting more of your emails where they belong.


# Validate your idea
Source: https://help.kajabi.com/validate-your-idea



‍Confirm your concept is viable before you start building your business.

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In this webinar, we’ll provide practical and tactical tips for idea generation and validation - ensuring that the niche you serve is a viable market in which you can grow your online business.

### What you'll learn

* Validate your concept before investing time and resources
* Identify viability signals and market readiness factors
* Implement a clear action plan immediately