Kajabi Email Automation: Tags, Triggers and Automation (Day 9 of 30) Zero To Kajabi Hero

As a Kajabi Hero, I'm excited to share with you some powerful email automation techniques that can make your life easier. In this article, I'll walk you through how to add tags, triggers, and automations to your email campaigns, as well as how to work with default forms and email reporting.

By the end of this article, you'll have a better understanding of how to use these features to your advantage and take your Kajabi account to the next level. So let's dive right in and explore the possibilities together.

Key Takeaways

• Learn how to add tags, triggers, and automations to your email campaigns in Kajabi.
• Discover the benefits of working with default forms and email reporting.
• Use your creativity to make the most of these features and take your Kajabi account to the next level.

The Kajabi Hero Program

As a Kajabi Hero, I want to share with you my Zero to Kajabi Hero program. This program is designed to guide you through everything you need to know to get from where you are today to becoming a Kajabi Hero and beyond.

Before we dive into the training, I want to make you an offer. I can offer you an extended 30-day trial of Kajabi, which is more than double the 14-day trial available to the public. To access this trial, head over to TimPikman.com/Kajabi and create your account today. As soon as you've done this, I will automate a free course called Kajabi Unboxed. This course will guide you through everything you need to do immediately once you unbox your Kajabi account.

If you stick around at the end of the 30 days and become a paying member of Kajabi, I will grant you another course. This course is my Sales Page Templates, which you can download in a theme and upload into your Kajabi account. Please note that this is an affiliate link, and part of your payment will come back to me in support of this channel at no extra cost to you.

Now, let's dive straight into the training. Under the Marketing tab and Email Campaigns, I want to walk you through some of the cool tags, triggers, and automations you can use with emails and the whole Kajabi platform. You will only be limited by your imagination; the more you can think up of how to use tags, triggers, and automations, the more you will be able to do with Kajabi.

The first thing I want to show you is how to add tags to people who opt into a default form. You can add a tag to them, such as "opt-in form," so that you know they have opted into this form. However, be careful not to add too many tags, as you can filter and use segmentation by some of the actions that they take, such as opting into forms or adding to sequences.

Next, let's talk about adding automations to emails. In any email, you can add an automation, such as subscribing to another email, adding a tag, sending another email, or even adding a certificate. You can add an automation to each individual email once they've gone through the sequence.

Finally, let's discuss triggers. For example, you can have a welcome sequence if somebody has purchased a product from you. You can set up triggers for when a form is submitted or when an offer is purchased. The possibilities are endless, and it's up to your own creativity to come up with unique ways to use tags, triggers, and automations.

I hope you found value in this training and managed to implement something new. If you haven't already, claim your free account at TimPikman.com/Kajabi and look for the free mini-course I'll be granting you. If you are progressing past the 30 days and become a paying member, reach out to me at [email protected], and I'll grant you the second mini-course, which involves the sales page templates. I look forward to seeing you on another video soon.

Special Offer

As a Kajabi Hero, I am excited to offer you an extended 30-day trial of Kajabi. This is over double the 14-day trial that is available to the public. To access this offer, simply head over to Tim pakman.com/kajabi and create your account today. Once you have done this, I will automate a free course called Kajabi Unboxed. This course will walk you through everything you need to do immediately once you unbox your Kajabi account.

If you stick around at the end of that 30 days and become a paying member of Kajabi, I will grant you another course. This course is my sales page templates, which you can download in a theme and then upload them into your Kajabi account.

Please note that this is an affiliate link, and part of your payment will come back to me in support of this channel at no extra cost to you.

Don't miss out on this special offer and start your Kajabi journey today!

Understanding Tags, Triggers, and Automations

In Kajabi, there are powerful email automations that can make your life much easier. By adding tags, triggers, and automations, you can create customized experiences for your audience. The more you can think of how to use these features, the more you can do with Kajabi.

One way to use tags is to add them to people who opt into a default form. This way, you can filter your contacts based on the tags you've added. You can also use segmentation by some of the actions they take, such as opting into forms or adding to sequences.

In the email campaigns section, you can add automations to each individual email. For instance, you can add a tag, send another email, or even add a certificate. You can also add an automation at the end of an email sequence, such as adding a tag once they've completed the sequence.

Triggers are another way to customize experiences for your audience. For example, you can set a trigger to add a tag when someone purchases a product or submits a form. You can even identify the form and offer to trigger the action.

In summary, tags, triggers, and automations are powerful tools that can help you create customized experiences for your audience. The possibilities are endless, and it's up to your own creativity to make the most of these features.

Working with Default Forms

As a Kajabi Hero, I am excited to share some of the cool tags, triggers, and automations you can use with emails and the Kajabi platform. One of the most basic tools you can use is the default form. When someone opts into this form, you can add an automation to add a tag to them. This will let you know that this person has opted into this form. You can select a tag, or if there are no tags available, you can simply put "opt-in form" as a tag and hit save.

However, it is important not to go overboard with adding too many tags because you can filter and use segmentation by some of the actions that they take by opting into forms, adding to sequences, etc. You can also filter by form submissions, which is a great way to keep track of who has opted into which forms.

In addition to tags, you can also use automations in email campaigns. For example, you can add an automation in any of the emails in a test sequence. Once the email is sent, you can then either subscribe to another email, add a tag, send another email, or add a certificate. There are so many things you can do with automations, and it's up to your imagination to come up with creative ways to use them.

Finally, you can use triggers to set up welcome sequences or to add someone to a tag when they purchase a product. For example, if someone purchases my awesome course, the trigger would be "owns any of these products." You can also use triggers for opt-ins and form submissions.

In conclusion, working with default forms is just one of the many powerful tools available in Kajabi. By using tags, automations, and triggers, you can create customized email campaigns that will help you engage with your audience and grow your business.

Email Campaigns and Sequences

As a Kajabi Hero, I am excited to share with you some of the powerful email automations available within the Kajabi platform. With the ability to add triggers, tags, and automations, your email campaigns can become more effective and efficient.

One way to use tags is by adding them to contacts who opt into a default form. This allows you to easily identify who has opted in and filter them accordingly. However, it's important not to go overboard with tags as you can also use segmentation based on actions such as form submissions and sequence completions.

Speaking of sequences, you can add automations to individual emails within a sequence or at the end of a sequence. For example, once a sequence is completed, you can add a tag to the contact indicating they have finished the sequence. This allows you to easily track who has completed which sequences.

Triggers are another powerful tool within email campaigns. By setting up triggers based on actions such as form submissions or product purchases, you can automate actions such as adding a tag or subscribing to another email. The possibilities are endless and limited only by your creativity.

When sending email broadcasts, it's important to pay attention to the open and click rates. While the open rate is important, the click rate is a better indicator of engagement. By tracking these rates, you can adjust your email campaigns to better resonate with your audience.

In conclusion, email campaigns and sequences can be powerful tools within the Kajabi platform when used effectively. By utilizing tags, automations, and triggers, you can streamline your email marketing and increase engagement with your audience.

Adding Automations to Emails

Under the Marketing Tab and Email Campaigns in Kajabi, there are powerful automations that can make your life easier. With the use of tags, triggers, and automations, you can do a lot with Kajabi. The more you can think of how to use these features, the more you will be able to do with the platform.

The first automation I want to walk you through is adding a tag to someone who opts into a default form. This will let you know that the person has opted into the form. You can select a tag or add a new one, such as "opt-in form." When you go into your contacts, you can filter them by tags or form submissions. Don't worry about adding too many tags, as you can filter and use segmentation by the actions they take, such as opting into forms or adding to sequences.

In the Email Campaigns section, you can add an automation to any of the emails in a sequence. For example, you can subscribe someone to another email, add a tag, send another email, or add a certificate. You can also add an automation at the end of an email sequence. Once someone completes the sequence, you can add a tag to them, such as "completed sequence." This will help you identify who has been through the sequence.

Pay attention to the reports you get when you send an email broadcast to your list. Look at the percentage open rate and more importantly, the click rate. This will help you identify who opened your emails and clicked on the links.

Triggers are another powerful automation in Kajabi. You can set up a trigger for someone who has purchased a product, such as "my awesome course." The trigger would be "owns any of these products." You can also set up a trigger for when a form is submitted or an offer is purchased.

In conclusion, with the use of tags, triggers, and automations, you can do a lot with Kajabi. Use your creativity to think up new ways to use these features.

Email Reporting

As a Kajabi hero, I have access to powerful email automations that make my life much easier. In this section, I will walk you through some of the cool tags, triggers, and automations you can use with emails and the whole Kajabi platform.

Firstly, you can add an automation to add a tag to anyone who opts into the default form. This will let you know that this person has opted into this form, and you can select a tag to add to them. You can filter contacts by tags, so don't go too heavy on adding tags. You can also filter by form submissions to see who has submitted a particular form.

In the email campaigns section, you can add an automation to any of the emails. For example, you can add a tag, send another email, or add a certificate once an email is sent. You can also add an automation at the end of an email sequence to add a tag to the subscriber who has completed the sequence.

When sending an email broadcast, pay attention to the percentage open rate and click rate. The click rate is more important as it shows who has opened your email and clicked on the link to go to where you said to go to.

Lastly, triggers are the triggers for your emails. You can set up a welcome sequence for someone who has purchased a product from you, and you can add a trigger to add them to a particular tag when they purchase an offer or submit a form.

Remember, the more you can think up of how to use tags, triggers, and automations, the more you can do with Kajabi. It's your own creativity that's going to be the limiting factor.

Setting Up Triggers

Hey, it's Tim Pikman, your Kajabi Hero. In this section, I'll walk you through how to set up triggers in Kajabi to automate your email campaigns.

First, let's start with adding tags. When someone opts into a form, you can add a tag to them. This will help you filter and segment your contacts later on. To add a tag, go to the default form and select a tag. If there are no tags available, you can create a new one, such as "opt-in form". Don't go overboard with tags, as you can filter and use segmentation based on other actions they take, such as adding to sequences.

Next, let's move onto email campaigns. In the test sequence, you can add automations to each email. For example, once an email is sent, you can add a tag, subscribe to another email, send another email, or add a certificate. You can also add an automation at the end of the email sequence, such as adding a tag for "completed sequence". This will help you keep track of who has gone through the sequence.

Lastly, let's talk about triggers. Triggers are actions that will activate an automation. For example, if someone purchases a product, you can add a trigger to add them to a welcome sequence. You can also set up triggers for when a form is submitted or when an offer is purchased. The possibilities are endless with triggers, tags, and automations. Let your creativity run wild!

That's it for setting up triggers in Kajabi. I hope you found this section helpful and informative. Don't forget to claim your extended 30-day trial of Kajabi by heading over to TimPikman.com/Kajabi. And if you become a paying member like me, reach out to me and I'll grant you access to my sales page templates. Thanks for watching, and I'll see you in the next video.

Conclusion and Offer Recap

So that's a brief overview of some of the cool tags, triggers, and automations that you can use with Kajabi's email campaigns. The more you can think up of how to use them, the more you'll be able to do with Kajabi.

Before we wrap up, I want to remind you of the offer I mentioned earlier. As a Kajabi Hero, I've put together a program called Zero to Kajabi Hero to walk and talk you through everything you need to know to get from where you are today to Kajabi Hero and beyond.

And to get you started, I'm offering you an extended 30-day trial of Kajabi, which is over double the 14-day trial that's available to the public. Simply head on over to TimPikman.com/Kajabi and create your account today.

As soon as you've done this, I will automate you a free course called Kajabi Unboxed. These are the things you need to do immediately once you unbox your Kajabi account.

If you stick around at the end of that 30 days to become a paying member of Kajabi and love it like I do, I will grant you another course - my sales page templates. You can just download these in a theme and then upload them into your Kajabi account.

Remember, this is an affiliate link, and part of your payment will come back to me in support of this channel at no extra cost to you.

So, take advantage of this offer and start using Kajabi's powerful email automations today.