Tutorial: How to Use Kajabi?

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We’ve compiled this Kajabi tutorial for beginners.

We’ll share valuable resources to get you started, outlining how to build your digital business in five easy steps.

  1. Setup the Account
  2. Create a Product
  3. Create an Offer
  4. Market Your Product
  5. Track Progress
Kajabi Tutorial

Kajabi gives its users a comprehensive set of tools to create, manage, and run their online businesses.

Our quick 5-step guide will give you the confidence to build a course with Kajabi in no time at all.

Building your online course is easy with Kajabi’s tools and resources, and the platform’s dashboard is intuitive.

These factors make it a breeze to navigate as you create your course. 

You need to set your pricing when you open your account to get started.

Then, select a theme for your content and start crafting your course.

Selling your product is easy, too – you can create a blog and an e-mail marketing campaign on a single platform when you use Kajabi. 

What Can You Do with Kajabi

With Kajabi, you can run courses, host podcasts, offer digital downloads, and find all of the business tools you need to market and sell your products.

Partnering with other platforms for enhanced tools, Kajabi streamlines your online business while you focus on your products and memberships.

Kajabi Tutorial

Step 1: Setup the Account

The first step to working with Kajabi is setting up your account and registering as a Kajabi user.

Creating your account is simple, and you have the option of three pricing plans. 

You can also add Kajabi Access to any plans to double the tools. 

To set up your account, use the following steps:

  1. First, pick a pricing plan that best suits your needs.
  2. Click on the “Start for free” button to activate your 30-day free trial.
  3. Complete the form by providing your details.
  4. Click on “Continue.”
  5. Follow the prompts to complete your account setup.

You can experiment with Kajabi tools and resources before any payment obligations kick in by signing up for the free trial.

This trial period allows you to decide if this platform is the right one for creating and selling your online courses.

Step 2: Create a Product

Once you’ve created your account and registered as a Kajabi user, you can proceed to make a product.

Products include your online courses, membership sites, teaching tools, and resource centers viewed digitally by your audience. 

To create a product, use the following steps:

  1. Select “Products” from your dashboard.
  2. Click on “+ New Product” to add a new product.
  3. Pick a Product Blueprint that aligns with your content.
  4. Complete the details as prompted.
  5. Click on the “Submit” button to complete the process. 

Kajabi Product Blueprints are pre-designed templates, making it even easier for you to create your online course.

You can edit your product’s details at another time should you want to change any information. 

You can do this from your dashboard:

  1. Click on “Products.”
  2. Highlight the product you want to edit.
  3. Then, click on “Edit Products” from the top menu. 
Kajabi Course Creation Review

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Step 3: Create an Offer

You need to create an offer (also known as the product’s price tag) before a customer can purchase it, or you can grant it for free.

You can select multiple prices and offer different payment plans or bundle your products together.

To get started, create payment integrations with PayPal or Stripe before setting your price tag. When done, make an offer by using the following steps:

  1. Go to your dashboard and open the “Sales” tab.
  2. Find the “Offers” tab and select.
  3. Next, look for “+ New Offer” on the top right corner of the page and click on it.
  4. Follow the prompt to add your offer title, select products, and payment type.

You have the option of creating free, one-time payment, multiple, or recurring payment pricing plans for your offer.

You can do this from your dashboard by selecting “Offer Details” and clicking on “Payment Type.”

Kajabi Offers

Step 4: Market Your Product

Marketing your course with Kajabi is also an easy process.

You can click on the “Marketing” tab to draft e-mails, customize forms, and create events and Pipelines.

By customizing your marketing settings, you can also personalize e-mail campaigns. 

Use the following steps to customize your business settings:

  1. First, click “Settings” on your dashboard.
  2. Next, select “Marketing Settings” and click on it.
  3. Locate the following to complete your business details:
  • “Marketing Contact Address” to display your details on the footer of your e-mails
  • “Company Logo” to upload your brand’s logo

Building your e-mail list is a powerful way to market your products and create relationships with your customers.

Use the “Marketing” tab on your dashboard to update “E-mail Settings” to personalize “From Name,” “From E-mail,” and “Reply-to” settings.

Configure default e-mail settings for new sequences by locating “E-mail Sequence Defaults” and completing the appropriate fields. 


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Step 5: Track Progress

You can track progress using your Analytics dashboard

By knowing information such as net revenue, opt-ins, page views, subscription sign-ups, and offers sold, you can see what needs to change or improve to increase your brand’s sales. 

You can access this data from your dashboard by using these steps:

  1. First, open the “Analytics” tab.
  2. Click “View” for specific analytics such as “Purchases,” “Net Revenue,” and “Net Revenue.”

The “Analytics” page includes a “Recent Transactions” sidebar on the right-hand side detailing real-time activity.

You can produce analytics reporting for the following areas:

  • Net revenue
  • Subscription metrics
  • Opt-Ins
  • Pageviews
  • Product progress
  • Offers sold
  • Affiliates

With detailed analytics reports, you can identify what areas need work to grow your online business. 

kajabi analytics

Bottom Line

Once you register as a Kajabi user, you can use the intuitive dashboard to create and sell your online courses and membership sites. 

It’s also simple to get started with marketing and track your progress if you follow our easy steps. 

Our in-house experts have simplified the process with this quick five-step Kajabi tutorial. 

In no time at all, you’ll have your account setup taken care of so you can start creating, marketing, and selling your online courses.


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.

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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.

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