Forms have almost limitless possibilities for capturing information about your audience. I’m a big fan of how many customization options Kajabi has for its form feature.
I’ve been using the tool for a while now, so here’s why it’s so valuable to me.
Key Takeaways:
- Create customized form fields to collect targeted lead data
- Embed forms on Kajabi pages and external web pages
- Kajabi forms feature double opt-in for data security and compliance
Why Kajabi Forms Are Essential for My Business
Vital for Opt-Ins
Gaining explicit consent from my leads to receive communication is crucial. My audience is global, so I must make sure I abide by the various data privacy laws around the world, such as GDPR and CAN-SPAM.
Besides, I want to be sure that anyone I add to my email list actually wants to be there.
Fortunately, Kajabi has all the necessary features to ensure my leads know they are opting into my contacts list and agree to receive my communications.
Increase My Lead Quality
I find that customized forms are the best way to fill my email list with people who are genuinely interested in my products.
Why? Because I can tailor the data fields and ask specific questions relevant to my target audience.
Everyone likes a freebie, so I find that loads of people will enter a name and email address to get my free downloads, even if they’re not hugely interested in the subject.
On the other hand, if I include questions in my form, the number of submissions goes down, but the quality of the leads goes up. And I’ll take quality over quantity any day.
An Easy Way to Collect Customer Feedback
I’m always seeking feedback from my audience. Whether it’s for a course or a freebie, asking for feedback lets me know how I can keep improving my products.
However, gaining feedback can be tricky because people either forget to submit it or simply don’t prioritize it.
Using forms to ask for feedback makes the process frictionless, and my response rates increase. If all the customer has to do is click a few buttons, they are more likely to respond.
Also, I can ask specific questions on my forms, which guides customers toward giving the type of feedback I need. Rather than getting generic or broad answers, I can drill into a certain aspect of my products and services.
They Help Me Understand My Audience Better
Sending out surveys and polls gives me unique insights into audience preferences.
I’ve already talked about how this increases my lead quality, but better still, I get to collect more information about my audience upfront. With this increased knowledge, I can tailor my campaigns according to their preferences.
The more I know my audience and what makes them tick, the more impactful my campaigns can be.
5 Kajabi Form Features That I Love
1. No Code!
I know absolutely nothing about code, so I actively avoid any tool or feature that forces me to use it.
Fortunately, in the Kajabi form builder, you don’t have to encounter code. Building a form is a simple process, and adding automation processes is not complicated.
Okay, so there is a slight exception to this. If you want to use your form on an external page, it does involve code, but it’s a simple matter of copy/paste.
2. Embed Anywhere
This is a great feature! You’re not restricted to embedding your forms on your Kajabi pages.
You can place them anywhere you like. So, if you already have a website with WordPress, Square, Wix, etc., you can place your Kajabi forms there by simply grabbing the embed code.
3. Double Opt-In
Kajabi uses reCAPTCHA and email confirmations for its double opt-in process.
Those little games (like clicking all the squares with a train in them) that you get when trying to access a web page? That’s reCAPTCHA. It’s designed to prove you’re a real human.
Anyway, a double opt-in is essential for two reasons:
- It makes absolutely sure that my leads have given their consent to receive communications from me.
- It weeds out and protects my site from spam bots, malicious attacks, and other nefarious things.
Kajabi has double opt-in as standard for its forms, but you can change it to single opt-in (which removes the reCAPTCHA element).
4. Custom Confirmation Pages
Kajabi lets you select any landing page as the confirmation page. I love this because it opens up a whole new world of possibilities.
For example, instead of just saying “thank you,” I can:
- Direct people to an offer.
- Direct people to an area of my site I think will interest them.
- Make announcements of upcoming product launches or promotions.
- Show them a video.
This potentially increases the value of my leads. They’re already interested because they completed and submitted my form, so the chances they are also interested in other things related to my brand are much higher.
5. Automation
What’s a platform these days if it doesn’t include automation?
Kajabi forms are no exception, and you can use simple automations that automatically add leads to campaigns, add any tags you want to assign, and more.
This ensures a seamless experience for the lead, and I don’t have to worry about whether or not I’ve remembered to send them an email!
How I Create and Use Kajabi Forms (Video Guides)
Building a Form (The Basics)
1. Head to Marketing > Forms > + New Form.
2. Give your form a title and click Save.
3. Choose your opt-in preferences (I recommend leaving it on double opt-in).
4. Select the relevant form fields.
5. Choose what you want to happen after the form is submitted.
6. If you pick to send leads to a landing page, you must select which landing page to direct them to.
At any point, you can click the Save button so you don’t lose your progress. Clicking the eye icon will show you a preview of what the form will look like to a lead.
Creating Custom Fields
You can create all kinds of custom fields for your forms:
1. In the Form Fields section, select + Add a New Form Field > Create a New Field.
2. Give your new field a title.
3. Pick your field type and add the required information.
4. You can select whether or not answering the question is mandatory by checking the box.
5. Click Save.
Adding Automation
1. Scroll to the bottom of the form details page until you see the Automations section.
2. Select + Add Automation.
3. Complete the Then fields (what you want to happen once the form is submitted).
4. Hit Save.
Embedding a Form to a Kajabi Web Page
1. Open up the page in the editing tool.
2. Click to Add Section > Form & Text.
3. The new section will appear on the page. Click on it to reveal the editing sidebar.
4. Select the relevant form from the dropdown box.
5. You can also edit the text and formatting if you wish.
Embedding Forms Externally
1. Head to the Embed tab of your form.
2. Copy the code.
3. Paste the code in the relevant spot of your external web page.
Where to View Form Data
All the data for a specific form can be found under the Submissions tab.
You can also access the submission data from the main forms page. Click the bar chart icon to the right of each form to view it.
Frequently Asked Questions
How Many Forms Can I Create in Kajabi?
You can create unlimited forms in Kajabi, regardless of your chosen plan and subscription.
Is There a Jotform–Kajabi Integration?
No, there is no native Jotform–Kajabi integration. If you want to connect the two platforms, it is possible, but you have to use Zapier to facilitate it.
