Kajabi Automations

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Automations can handle routine mechanical tasks while you get to focus on the more creative aspects of running your business. 

Automations are vital if you want a competitive business, so we will now go through, in some detail, the automations Kajabi offers

Key Takeaways:

  • Automations will allow you to automate routine mechanical tasks, saving you time and money.
  • Basic Automations offers “When” and “Then” functionality.
  • Advanced Automations include “When” and “Then” functionality, but also an “If” field.

One of Kajabi’s best features is its vast library of basic and advanced automation tools.

These tools can help you streamline various aspects of your online business, including sending auto-response emails and automatically updating customer mailing info from opt-in forms.

Kajabi Automations You Might Need

Basic vs. Advanced Automations

Kajabi offers users basic and advanced automations depending on their plan. Users on the Basic plan get the basic automations while subscribers on the Growth plan or the Pro plan get access to advanced automations.

Kajabi Automations
Kajabi Automations

Basic automations contain when and then fields.

This architecture allows you to create basic simple commands, like “when a customer purchases something, then send them a thank you email.”

Of course, the actual command sequences use Kajabi’s scripting controls rather than plain English.

You can set up basic automations with Product Posts, Offers, Pipelines, Email Campaigns, Events, and Forms.

You can access the library of basic automations from the Marketing tab on the Dashboard.

Advanced automations include when and then fields, but also if.

This new field allows you to set conditions on your specific automations.

Allowing conditionals increases the flexibility of automations. For example, you can set up a when-then sequence to activate ONLY IF the system confirms an additional condition or set of conditions.

This will allow you to create more specific targeted marketing campaigns by annexing sequences to specified customer actions or choices.  

Kajabi Automations

What You Can Do with Kajabi Automations

Kajabi automations open up virtually limitless combinations of trigger sequences. Here are some examples of how you can set up automation using Kajabi. 

Imagine that you want your page to automatically send a special offer to customers who fill out opt-in forms. 

You can use a basic when-then command to pull this off. You can set the when field to the form and then set the then action to send them a promotional email offer.

So every time a customer fills out the form, Kajabi will send a promotional email automatically. 

Simple automations consist of a trigger action by the customer (filling out a form) and a response action by the Kajabi system (sending the promotional email). When the system detects the trigger, it initiates the response. 

Here is how this would work:

  • Go to the Automations tab
  • Set the When condition to “form”
  • Set the Then condition to “send email”

That is all there is to using when-then automation sequences. 

The advanced automations open up the if conditional operator. If statements allow you to add more conditions to your trigger-response sequences. Building on our previous example, let us say that you only want to send promotional offers to customers who provide both an email address and phone number. You can set an if condition to say “if a customer provides their phone and email, then when they fill out the form, then send them a promotional email.” 

As you can see, the logic of conditionals and automations can get complicated quickly. This is a good thing because it means you can set up very precise and intricate sequences. The simple logic of if, when, and then automation fields allow for very complex structures. 


Automations are a key part of running an online business because they can handle routine tasks, thus allowing you to spend more cognitive effort on running your business. Kajabi offers both basic and advanced automations so you can create complex sequences with multiple conditional fields. 

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over ten years of experience in knowledge commerce, business development, SEO, social media management, and blogging. Sam enjoys researching and experimenting with the latest online marketing trends and tools. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about knowledge commerce tools. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.

Disclosure: I am not an employee, agent or representative of Kajabi, LLC. Kajabi does not in any way endorse my products or services. I am an independent Kajabi Partner and I receive referral payments from Kajabi in this role. All opinions expressed herein are my own and are not official statements of Kajabi or any party affiliated with Kajabi.

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