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

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. 


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.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over fifteen years of experience in course development. Sam enjoys researching and experimenting with the latest tools in the industry. 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 online course platforms. 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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