Kajabi Automations

We may earn commissions if you buy via links on our website. Commissions don’t affect our opinions or evaluations. Learn more.

Kajabi Automations automate actions using “when, then, if” logic.

You can set triggers that perform actions automatically.

For example, when a form is submitted, you can automatically subscribe a user to an email sequence. 

Key Takeaways:

  • Automations can save you time and reduce the risk of manual errors
  • Kajabi Basic plan only has access to Basic Automations
  • Growth and Pro plans can access Advanced Automations

What Are Kajabi Automations?

What Are Kajabi Automations?

Kajabi Automations are tools offered on all the Kajabi plans.

You can set them up to perform actions automatically. 

Automations consist of two parts:

  • Trigger – When this happens, and
  • Action – Then this will happen.

You can set a “when,” which triggers a “then” action. 

There are many “when” and “then” options, allowing you to create tons of unique automations suitable for your business.

You can also add “if,” which are certain conditions that must be met before the action is triggered. 

Benefits of Using Kajabi Automations

  • Maximize sales – By providing relevant offers using Kajabi Automations, users will be more likely to buy from you.
  • Save time – Kajabi Automations mean you don’t have to perform manual admin tasks.
  • Reduce the risk of errors – All your tasks are handled automatically, meaning there is no risk of making manual errors.

Basic Automations vs Advanced Automations in Kajabi

Kajabi Automations are broken down into Basic and Advanced. 

Basic Automations allow you to do the following:

  • Create automations with “when” triggers and “then” actions.
  • Set up automations in funnels, offers, email campaigns, events, course lessons, and forms.
Basic Automations vs Advanced Automations in Kajabi

Advanced Automations allow you to do everything included with Basic, along with the following:

  • Create automations that include an “if” condition.
  • Set up, edit, and delete automations in the Automations section in the Marketing tab.
Advanced Automations

The plan you have will determine the automations you have. 

Basic PlanGrowth PlanPro Plan
Basic Automations​​✅
Advanced Automations​​✅

All the plans have access to Basic Automations. The Growth and Pro plans also give you access to Advanced Automations.

How to Use and Create Automations on Kajabi

Adding the automation is performed in the same way each time, but you can create automations from a variety of places.

Where You Can Add an Automation

  • Funnels
  • Events
  • Forms
  • Email campaigns
  • Course lessons
  • Quizzes
  • Certificates of completion
  • Offers

If you have a Growth or Pro plan, you will also have a dedicated Automations section under Marketing. You can create all types of automations here.

How to Add an Automation

  1. Click “+ Add Automation.”
  2. Choose the “when” trigger.
  3. Select the “then” action.
  4. Add an “if” condition.
How to Add an Automation
  1. Click “Save.”
Now, let’s look at the When, Then, and If options.

“When” Triggers

Kajai offers the following “when” triggers:

  • Assessment is completed
  • Tag is added
  • Tag is removed
  • Email broadcast is opened
  • Link in email broadcast is clicked
  • Email sequence is completed
  • Email sequence email is sent
  • Email sequence email is opened
  • Email sequence email is clicked
  • Event is registered
  • Form is submitted
  • 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
  • Offer is purchased
  • Offer is granted
  • Offer subscription payment successful
  • Offer subscription payment failed
  • Offer subscription payment canceled
  • Post is completed
“When” Triggers
Email Campaigns

When you select a trigger, you will then be prompted to select the assessment, tag, broadcast, sequence, event, form, offer, or post. 

“Then” Actions 

Kajabi offers the following “then” actions:

  • Grant an offer
  • Revoke an offer
  • Deactivate from offer (discontinues payment and access)
  • 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
  • Send a single-use coupon
“Then” Actions

When you select an action, you will then be prompted to select the offer, email sequence, event, tag, email, or coupon.

“If” Condition

If you have access to Advanced Automations, you will also see the option “Add Condition.” 

This is the “if” condition. There are several “if” options you can add. The option you choose will depend on your “then” action. Some of the options include the following:

  • Is subscribed
  • Is a member
  • Is hidden
  • Visited a page in the last 
  • Hasn’t visited a page in the last
  • Submitted any of these forms
  • Has not submitted forms
  • Completed/passed/failed assessment
  • Owns/does not own products
  • Has/does not have these offers
  • Used coupon code
  • Sent/was not sent email broadcast
  • Opened/has not opened email broadcast
  • Clicked/has not clicked email broadcast
  • Email broadcast bounced/did not bounce
  • Email broadcast dropped/was not dropped
  • Is subscribed/is not subscribed to an email sequence
  • Is registered/is not registered to an event
  • Has any/all/none of these tags
  • Field filters include the following:
    • Name, email, phone number, address, city, state, country, or zip code contains
  • Custom field filters
“If” Condition

For example, let’s say you want to tag all users who have submitted a form with a particular answer to one of the questions.

You have a fitness brand and are conducting a survey to ask where people like to work out. 

You can create a new form field in your survey with the question: Where do you like to exercise? 

Add Radio Buttons and add your choices, e.g., at home, at the gym, in nature, etc. 

You can then use automation to tag users with their preferences. 

It would have the following action, trigger, and condition:

  • Action (When) – Form is submitted (and select the survey)
  • Trigger (Then) – Add a tag (and enter your tag name, e.g., Home Workouts)
  • Condition (If) – Custom Field Filters – Where do you like to exercise? (and add at home into the dropdown)

Now everyone who answers your question with “At Home” will receive a Home Workouts tag. 

You can then send relevant offers and provide valuable content to these specific users.

How to Add Automation to Funnels on Kajabi

How to Add Automation to Funnels on Kajabi
  1. Click “Marketing.
  2. Select Funnels.
  3. Choose the funnel to add the automation to or create a new funnel.
  4. Click “Add Automation.”
  5. Create your automation.

How to Add Automation to Events on Kajabi

  1. Click Marketing.
  2. Select Events. 
  3. Choose the event to add the automation to or create a new event.
  4. Click “Add Automation.”
  5. Create your automation.
How to Add Automation to Events on Kajabi

How to Add Automation to Forms on Kajabi

  1. Click Marketing.
  2. Select Forms. 
  3. Choose the form to add the automation to or create a new form.
  4. Click “Add Automation.”
  5. Create your automation.
How to Add Automation to Forms on Kajabi

How to Add Automation to Email Campaigns on Kajabi

You can add automation to both email sequences and broadcasts. Email Sequences
  1. Click Marketing.
  2. Select Email Campaigns.
  3. Choose the sequence to add the automation to or create a new sequence.
  4. Find the email you want to add the automation to and click “Add Automation.”
You can also add subscribe/unsubscribe triggers for the sequence here.
  1. Create your automation.
How to Add Automation to Email Campaigns on Kajabi

Email Broadcasts

  1. Click Marketing.
  2. Select Email Campaigns.
  3. Choose the broadcast to add the automation to or create a new broadcast. 
  4. Open the content editor.
  5. Click “Add Automation.”
  6. Create your automation.
Email Broadcasts

How to Add Automation to Course Lessons on Kajabi

  1. Click Products.
  2. Select Courses.
  3. Choose a course or create a new course. 
  4. Select the lesson.
  5. Click “Add Automation.”
  6. Create your automation.
How to Add Automation to Course Lessons on Kajabi

How to Add Automation to Quizzes on Kajabi

  1. Click Products.
  2. Select Courses.
  3. Choose a course or create a new course. 
  4. Select the quiz or create a new quiz and select Settings.
  5. Click “Add Automation.”
  6. Create your automation.
How to Add Automation to Quizzes on Kajabi

How to Add Automation to Certificates of Completion on Kajabi

  1. Click Products.
  2. Select Courses.
  3. Choose a course or create a new course. 
  4. Click the certificates tab and alter the settings. Click “Save.”
  1. Click “Add An Automation.”
  2. Create your automation.
Create your automation

How to Add Automation to Offers on Kajabi

  1. Click Sales.
  2. Select Offers.
  3. Choose an offer or create a new offer. 
  4. Click “Add Automation.”
  5. Create your automation.
How to Add Automation to Offers on Kajabi

How to Add Automation in the Automation Manager

  1. Click Marketing.
  2. Select Automations.
  3. Click “Add Automation.”
  4. Create your automation.
How to Add Automation in the Automation Manager

Kajabi Automation Scenarios and Examples

There are so many trigger and action options available with Kajabi Automations, so you can create your own to fit your business.

But if you need some inspiration, here are some examples that you can use:

Funnels

All funnels have a different purpose, but let’s say you’re creating a webinar funnel. 

Users can opt-in for the webinar through your landing page.

You could use automation to subscribe users to a specific email sequence.

The email sequence can be designed to target and send offers that are relevant to the webinar. 

This can help increase your revenue and provide users with personalized content. 

Forms and Events

Forms and Events

You can use forms and events in tons of different ways, but let’s say you’re creating an event for a flash sale on your website.

You can register users for your event using a form. You can then set up an automation that when the form is submitted, the user will be registered for the event.

Email Campaigns

Email Campaigns

Email sequences are a series of emails sent to subscribed users.

You can use automation in a variety of ways in email sequences.

You can set up subscription triggers. For example, when a specific tag is added, the user can be subscribed to the sequence.

Email Campaigns

You can also set up unsubscribe triggers. For example, if the email campaign’s purpose is for a user to purchase an offer, you can use automation to remove users from the email sequence once they’ve purchased the offer.

unsubscribe triggers

You can also use automation within your sequence. For example, when a user clicks on a link in your email, you could add a tag that identifies them as being interested in a certain offer.

automation within your sequence

Course Lessons

You can add automations to specific lessons in your course.

Once the lesson is complete, you could add a tag that identifies that the user has completed the lesson.

Course Lessons

Quizzes

You can set automation for the quizzes in your courses. You can set automation for when the quiz is completed, passed, or failed.

For example, if a user fails the quiz, you could choose to send an email to your team. Your team can then follow up with the user and offer assistance or the option to book one-to-one coaching.

Quizzes

You can also tag users based on their answers with automations, as we learned earlier.

Certificates of Completion

You can send certificates to your users once they complete a task, lesson, or the entire course using automations.

To do this, open your course, locate the Certificates tab, alter your settings, and click save. 

This will populate the Automations button.

Certificates of Completion

You can choose to send the certificate once the user has completed the course or set automations.

Automations allow you to send the certificate when an assessment is completed, when a lesson is completed, or when a quiz is completed, passed, or failed.

completed the course

Offers

Offers allow you to sell products on Kajabi. You can sell the products you’ve created, such as courses and podcasts.

You can use automations in a variety of ways once the user purchases your offer. 

You could add a tag, subscribe to an email sequence, register to an event, and much more.

Offers

You can also sell ghost products, such as digital downloads, without using up your product allowance and provide these products to users by using automations. 

This is done by creating an offer without a product attached. 

You can then set up the automation so that when the offer is purchased, you send an email with the digital download attached.

digital downloads

Frequently Asked Questions

Yes. Kajabi has built-in automations for all of the plans.

The Basic plan provides Basic Automations, and the Growth and Pro plans give you access to Advanced Automations.

Triggers are the event that needs to occur for an action to happen. There are tons of triggers available to help automate every aspect of your Kajabi business.

For example, a trigger could be a user opts in to form. The action could then be for the user to be added to your email sequence.

Yes. You can create complete email sequences using automation on Kajabi. You can set up automation emails when a user completes a task, joins an event, purchases an offer, and much more.

Advanced Automations allow you to add conditions, or an if, to your automation.

For example, let’s say you have a form that asks users what their favorite animal is. You can create an automation that tags a user when they complete the form, but add a condition so they are only tagged if they answer with “dog.”

Bottom Line

Kajabi Automations can save you tons of time on basic admin tasks and ensure your business runs smoothly. 

You can set triggers and actions, and if you have a Growth or Pro plan, you can add conditions to the automations.

Reddit
Facebook
Twitter
LinkedIn
Email

About Authors

  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

  • Dr. Angelia Cline, Ed.D.

    Dr. Angelia Cline, Ed.D., has over 20 years of extensive editing expertise and a commendable academic foundation from William Carey University. Besides her position as a Chief Editor for SupplyGem, she is also an Instructional Designer. Dr. Cline manages the Learning Management System (LMS) for a large team, skillfully converting SME knowledge into engaging courses. With over 12 years of teaching experience, she has demonstrated her aptitude across various subjects and educational settings. At William Carey University, Dr. Cline achieved an Ed.D. in Educational Leadership, a Master’s in Teaching of the Gifted and Talented, and another in English Language and Literature. She also secured her BA in English from The University of Southern Mississippi. Her proficiencies range from research and differentiated instruction to educational leadership.

Leave a Reply

Your email address will not be published. Required fields are marked *

More from SupplyGem

Disclosure: I am an independent Kajabi Affiliate, not an employee. I receive referral payments from Kajabi. The opinions expressed here are my own and are not official statements of Kajabi.

Kajabi Logo

NEW & EXCLUSIVE OFFER FOR A LIMITED TIME

Hours
Minutes
Seconds