Automations Overview

Learn how to use Automations in Kajabi.

Quick Guide

  1. Open the Marketing tab.
  2. Select Automations.
  3. Click + New Automation.

In this article:


Basics

Automations is an extremely powerful tool that uses when/then/if logic to help you streamline Kajabi processes and ultimately automate basic actions in the admin.

To create a new Automation:

  • Select a "When" action.
  • Choose a "Then" action as a response.
  • Add a condition (optional).
  • Hit save!

Automations can also be created and configured inside Email Campaigns, Pipelines, Offers, and Products.


Conditionals

Conditionals in the Automations infrastructure will allow you to add the "If" condition to all of your Automations. For instance, say you want to add a tag to all users who have submitted through a Form, but ONLY IF they answered a specific question on that Form with a specific answer.

An example: You're creating a customer color survey to find out what is the most common favorite color among your customers.

  • Create a Form with a custom field asking "What is your favorite color?"
  • Add answers for them to choose from or leave it open for discussion:

Now, add the add the Automation directly from the Form edit page or from the Automations dashboard under the marketing tab:

  • Click Add Automation
  • The "When" will already be filled out if you are creating the Automation from the Form edit page.
  • Choose your "Then" action. In this example we will be using the Add Tag action.
  • Next, add your condition. Here, we only want to tag users with the "Blue" tag if they chose Blue as their favorite color.
  • Hit save:

Note:
This same Automation can be created and configured in the Automations dashboard under the Marketing tab.

How to use Automations with:

Pipelines

To add an Automation to your Pipeline:

  • Create a new Pipeline or edit an existing one.
  • Click Add Action.
  • Choose the automatic action you want to add:


Email Campaigns

To add an Automation to an Email Sequence or Email Broadcast:

  • Create a new Email Campaign or edit an existing one.
  • Click Add Action.
  • Set up your Automation:


Events

To add an Automation to an Event:

  • Create a new Event or edit an existing one.
  • Click Add Action.
  • Set up your Automation:


Forms

To add an Automation to a Form:

  • Create a new Form or edit an existing one.
  • Click Add Action.
  • Choose the automatic action you want to add:


Offers

To add an Automation to an Offer:

  • Create a new Offer or edit an existing one.
  • Click Add Automation.
  • Set up your Automation:


Posts

To add an Automation to a Post in a Product:

  • Create a new Product or edit a Post in an existing Product.
  • Click Add Automation.
  • Choose the automatic action you want to add:


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