We earn a commission from partner links on this site. This doesn’t affect our opinions or evaluations.
Among the leading online course platforms available today, Kajabi stands out, particularly because of its sophisticated automation capabilities, which are a significant factor in its prominence.
Utilizing Kajabi’s automation features enables you to streamline numerous operational aspects, encompassing everything from email marketing campaigns to student assistance and interaction.
This comprehensive overview will guide you through the essentials of establishing and leveraging Kajabi Automations effectively within your operations. We will detail the process for configuring automation rules and present various practical applications.
Let’s begin exploring this feature.
Automations represent an integrated Kajabi functionality designed to execute predetermined actions within the platform whenever specific trigger events occur.
As an illustration, if your goal is to automatically dispatch a welcome email series to individuals who purchase your course, this feature facilitates setting up a rule for that exact purpose.
Automations within Kajabi are fundamentally built upon two core elements:
Kajabi offers a wide array of triggers and actions, empowering you to craft hundreds of distinct automated workflows by combining them.
In addition to these primary elements, Kajabi provides the option to incorporate a condition into your automation setup. This condition acts as a qualifier, ensuring the specified action is executed only if the defined criteria are satisfied.
What ways can Kajabi Automations streamline your online course business?
With Automations at your disposal, you can:
In our upcoming section, we’ll dive deeper into these specific triggers and actions, demonstrating practical applications for your business.
Creating an automation within Kajabi requires minimal effort. The system features a dedicated automation area accessible through the Marketing navigation panel on your dashboard’s left sidebar.
This section displays all your current automation workflows, and you can initiate a new one by selecting the New Automation option to build your custom when/then/if sequence.
Following this, a dedicated automations dialog box will appear, allowing you to define your preferred trigger and corresponding action.
The Kajabi Automations feature provides numerous trigger options covering form completions, product purchases, learner participation, email sequence activities, and many more.
Likewise, Kajabi Automations encompasses a diverse range of potential actions. These capabilities include delivering automated emails, managing user tags through addition or removal, controlling access to offers, distributing personalized discount codes, and various other functions.
Beyond triggers and actions, the platform enables you to establish specific conditional parameters. These customizable conditions draw from subscriber information, participant engagement metrics, email interaction history, course enrollment status, and additional relevant factors.
In addition to its standalone section, Automations functionality is accessible throughout virtually every area of Kajabi. The system has seamlessly incorporated this feature within individual tools—Kajabi Funnels, Forms, Emails, Offers, Products, Events, and more.
When initiating an automation rule from within these specific tools, you’ll notice a contextual interface displaying only the triggers relevant to that particular feature. For instance, within the Email Campaign module, you’ll be presented with just three tool-specific trigger options.
This integrated design proves exceptionally valuable as it enables you to establish automated workflows simultaneously while developing your courses, registration forms, or other elements without navigating to a dedicated automation area.
Additionally, any workflow rules generated through this contextual method remain perfectly synchronized within the main Automations dashboard, providing excellent centralized management.
Kajabi categorizes their Automations functionality into two distinct tiers—Basic and Advanced—with several key distinctions between them.
The primary difference involves functionality scope, as Basic Automations permits only trigger and action configuration, while Advanced Automations expands capabilities to include conditional logic parameters.
Another important distinction is that Basic Automations can only be created within specific tool interfaces rather than through the comprehensive Automations control center.
Finally, accessibility differs by subscription level, with Basic Automations included across all Kajabi subscription tiers, whereas Advanced Automations requires either the Growth or Pro subscription at $199/month or $399/month respectively.
We’ve carefully selected several valuable Kajabi Automation examples you can implement in your educational business. These examples can also serve as inspiration for developing your own custom Automation workflows in Kajabi.
Through Automations, you can significantly boost learning engagement within your Kajabi course. This strategic approach can drive improved completion statistics and ultimately enhance your customer lifetime value metrics.
Kajabi incorporates numerous learner activity triggers that monitor when participants complete lessons or assessments, enabling various customized response actions.
As an illustration, you can dispatch congratulatory messages (or even promotional discount codes) when learners successfully complete a Kajabi quiz. This approach effectively motivates students while encouraging continued progress through your curriculum.
Conversely, you can establish automated delivery of supplemental learning materials to participants who don’t meet assessment thresholds. This proactive approach helps prevent learning roadblocks that might otherwise halt student progression.
Kajabi provides functionality to monitor learner inactivity patterns and automatically initiate re-engagement communications (including comprehensive email sequences) designed to bring them back to your learning environment.
For enhanced personalization, you can develop course-specific communication sequences tailored to each student’s particular enrollment selections.
Furthermore, the system allows for automated subscription termination based on extended periods of non-engagement.
Kajabi Automations provides excellent capabilities for creating systematic onboarding processes and scheduled check-in communications.
When learners purchase your educational content, you can automatically enroll them into a comprehensive orientation email sequence.
The content of your orientation sequence remains completely customizable to your specific needs. For instance, if gathering participant feedback after a predetermined timeframe interests you, you can develop an evaluation form and incorporate it within a scheduled sequence email.
A fundamental application of Kajabi Automations involves streamlining your marketing communications. Below, we’ll explore several common implementation scenarios.
When visitors interact with your Kajabi landing page (or educational content) and complete your signup form, their contact details are captured. Through Automations, you can seamlessly enroll these contacts into your nurturing email sequence.
Additionally, when utilizing webinars for product promotion, you can automatically enroll your webinar participants into your designated sales sequence.
Kajabi provides a robust tagging capability for effective list organization and segmentation. Depending on which tags are assigned to users, you can deliver customized content and promotional opportunities.
For instance, if an individual participates in your webinar rather than downloading your complimentary eBook, you can implement distinct email sequences for each scenario.
An additional widely-used approach for member segmentation involves incorporating multiple link choices in your initial welcome message, then applying a specific tag to users based on which link they select.
To maintain an efficient email funnel, you need the capability to extract users once they achieve specific milestones.
For instance, after a customer purchases your premium offering, they should no longer receive promotional messages for that product. This is accomplished by establishing an automated rule that activates based on customer purchasing activity.
Likewise, if you wish to provide members with the ability to unsubscribe from a particular email sequence, you can implement this by embedding a specific link within your messages and then creating an Automation that activates when a member clicks that designated link.
Kajabi Automations delivers specialized triggers and actions designed to enhance your revenue generation and outreach initiatives. Let’s examine these capabilities with practical illustrations.
Kajabi enables you to incorporate single-click additional offers during your checkout experience. However, you can elevate this strategy by leveraging Automations.
When customers decline the additional offer displayed on the confirmation page, you can follow up with a dedicated email campaign.
Configuring an automation for this purpose is straightforward. Your trigger mechanism will be the purchase of the primary product, and your action will involve enrollment in the additional offer email sequence.
The essential consideration here involves preventing communication to members who have already purchased the additional products. This can be accomplished by establishing a conditional parameter within your automation protocol.
While Kajabi doesn’t provide native functionality to incorporate webinar (or live event) admission within a product bundle, you can streamline the webinar sales process using Automations.
To implement this approach, you’ll need to first establish a product offering and then utilize Automations to enroll customers in the Event automatically when they complete their purchase.
In this scenario, the initiating condition will be Purchased an Offer, and the resulting action will be Register for Event. Simply designate the specific product and corresponding event, and your automation is complete.
Beyond Kajabi webinars, you can market multi-part gatherings such as digital conferences through strategic Automations.
Maintaining subscriber loyalty represents one of the most significant hurdles for any membership platform administrator. Thankfully, you can employ Automations to recover a portion of terminated subscriptions.
For instance, when subscribers discontinue their membership, you can present them with a special promotional code to reduce their subscription cost or provide complimentary access to the membership for several months.
This strategy can serve as a powerful method for rebuilding customer relationships.
An alternative retention strategy involves offering limited content access at no cost, even after membership cancellation. This approach allows you to extend a special proposition when they terminate their subscription while maintaining their engagement with your platform.
Coordinating learner experiences and business functions can demand considerable time investment, but implementing Automations significantly streamlines these processes.
Numerous situations arise where notifying your team becomes necessary, yet handling each instance manually proves inefficient.
This scenario perfectly showcases the practical benefits of Automations.
A practical illustration of this application involves configuring automatic notifications to your team whenever a learner completes an assignment submission. The designated team member can then proceed with assignment evaluation.
This capability proves especially valuable for enhancing support services. When individuals terminate their subscription, demonstrate reduced platform activity, or encounter difficulties with assignments, you can alert appropriate team members who can then initiate personalized communication with the member.
Automations facilitates seamless membership tier transitions, making it an indispensable tool for managing a Kajabi membership community.
Consider a scenario with two membership categories: Standard and Premium, where you wish to handle upgrades without manual intervention.
In this instance, you can establish an automation protocol ensuring that when participants purchase the Premium Offer, their access to the Standard Offer is automatically deactivated, and the corresponding payment schedule is discontinued.
Using the same approach, you can configure automated procedures for transitioning members to lower-tier subscription plans.
Undeniably, Kajabi Automations serves as a formidable resource. In reality, no competing online course platform delivers comparable functionality.
Nevertheless, enhancement opportunities exist, and this segment will concisely address its constraints and feature gaps.
Despite Kajabi offering more than 20 activation mechanisms, several crucial ones remain unavailable. For example, no activation event exists for course completion.
Consequently, if you intend to dispatch a celebratory message when learners finish your course, Automations cannot facilitate this function.
Furthermore, activation events for Kajabi Coaching or Communities offerings are nonexistent.
Kajabi prevents implementing multiple activation events or responses within a single automation protocol. Therefore, when you need to execute several actions from one activation event, creating multiple automation sequences becomes necessary.
Consider wanting to apply a Kajabi identifier tag and distribute an introductory message following a successful transaction. This scenario requires establishing two distinct automation sequences.
Similarly, with multiple registration forms where you intend to deliver identical welcome communications, you must generate separate automation protocols for each individual form.
This increases your administrative workload and complicates Automations management, so we eagerly anticipate Kajabi Automations incorporating support for multiple responses and activation events.
While Kajabi provides a robust Automations utility, it lacks a graphical automation interface.
Graphical interfaces enable visualization of how activation events trigger responses and allow constructing entire communication sequences from a centralized location. Consequently, they prove more effective for developing sophisticated automation workflows.
All dedicated email marketing solutions feature graphical automation interfaces. For instance, ConvertKit incorporates a visual automation tool supporting multiple activation events and defined responses, even accommodating advanced elements like “Delay” and “Events.”
Throughout this guide, we’ve explored the capabilities of Kajabi Automations and how this powerful tool can help you reclaim valuable time while enhancing participant engagement and boosting revenue generation.
The scenarios we’ve presented represent merely a fraction of what Kajabi Automations can accomplish. The potential applications are bounded only by your creative vision.
If you haven’t yet implemented Kajabi into your business framework, register for a complimentary trial today to begin developing your enterprise infrastructure.
We hope this article helped you learn everything about Kajabi Automations.
What’s your favorite Automation example? How are you going to use it in your business? Let us know in the comments below.
Kajabi Automations is a powerful tool that enables you to automate all types of processes inside Kajabi by setting triggers and actions.
Apart from triggers and actions, Advanced Automations supports conditions, which means that you can create complex workflows and target a specific audience with your automation.
Kajabi Triggers are events that happen inside Kajabi, such as someone subscribing to a list or making a purchase. You can use these triggers to start an Automation.
You can add an Automation by going to Marketing -> Automations from the admin sidebar and clicking on the “New Automations” button at the top right of the admin dashboard. In addition, you can create an Automation from the individual tools section.
Yes, Kajabi has email automation built-in. You can create email campaigns and then use Automations to automate your entire email marketing.
Daniel NicFounder, SellingOnliceCoursesGuide.comis an entrepreneur and digital education specialist who founded sellingonlinecoursesguide.com, a platform dedicated to helping creators and educators successfully navigate the online course marketplace. Through his website, he shares insights and strategies for developing, marketing, and monetizing online educational content. His work focuses on empowering course creators to build sustainable online businesses while effectively sharing their knowledge with students worldwide.
Selling Online Courses Guide is supported by its audience. When you purchase through links on our site, we may earn affiliate commissions. However, this doesn’t influence our reviews or product listings. All opinions are based on our tests and personal experience with a product/service.
Copyright © 2024 by SellCoursesOnline
Daniel Nic is an entrepreneur and digital education specialist who founded sellingonlinecoursesguide.com, a platform dedicated to helping creators and educators successfully navigate the online course marketplace. Through his website, he shares insights and strategies for developing, marketing, and monetizing online educational content. His work focuses on empowering course creators to build sustainable online businesses while effectively sharing their knowledge with students worldwide.
We respect your privacy and will never spam you.
