Kajabi Automations: How to Set Up Offer Triggers & Emails

Episode 59 Summary

In this episode of Kajabi in 5 Minutes, we dive into the Automations area within Kajabi Offers. We discover the difference between transactional and marketing emails, the value of tagging user actions, and best practices for handling automations when offers are purchased versus granted. Additionally, we learn how automations can streamline internal workflows, customize access for your programs, and leverage conditional logic with advanced plans. The episode also previews next week's topic: managing subscriber status for buyers who may not be automatically added to your lists.

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Episode Overview

Introduction to Offer Automations in Kajabi

Welcome to Kajabi in 5 Minutes. In this third episode of our series on Offers, we delve into the Automations area within Offers—a crucial part of optimizing your Kajabi setup. If you haven't listened to the previous episodes, consider going back to understand the full progression, as each episode builds upon the last.

The Importance of Automations

The Automations area is significant because the checkout page is an action point on your website where users interact directly with your content. This action serves as a trigger for automations. Understanding this trigger enables you to effectively manage post-purchase communication and streamline your workflow.

Transactional vs. Marketing Emails in Kajabi

A key point to understand is the difference between transactional and marketing emails:

Transactional Emails: These are always delivered, such as receipts or confirmation emails sent automatically by Kajabi. Another form of transactional email occurs if you use the "Send an Email" option under the automation’s "Then" dropdown.
Marketing Emails: These are typically sent through email sequences. However, a buyer may not always be subscribed to your marketing list, depending on how your checkout page is configured. If all post-purchase communication is handled through marketing emails, there’s a risk that some buyers may not receive them—so understanding this distinction is vital.

Best Practices for Tagging and Tracking

Best practice recommends that anytime someone takes action, such as making a purchase, you automate the tagging of their contact record. This allows you to quickly identify purchasers in your contacts list and easily track their engagement. Setting up an automation to apply a tag when an offer is purchased is a straightforward but powerful organizational tool.

Understanding Automation Triggers: When vs. Then

Pay close attention to the settings under "When" in your automations. By default, the trigger is set to "Offer is Purchased," but other options like "Offer is Granted" and payment-related triggers (e.g., subscription canceled or failed) exist.

Offer is Granted: This refers to giving access to an offer without requiring the user to pay through the checkout page. Automations differ based on whether an offer is purchased or granted—so if you add tags, send emails, or subscribe contacts to sequences, consider setting automations for both scenarios, especially if your business model involves granting offers through forms or external payment methods.

Use Cases for Granting Offers

There are several common scenarios where you might grant offers instead of having them purchased:

Forms Instead of Checkout Pages: When users fill out a form, their action can trigger the automation to grant them an offer.
External Payment Processing: If you collect payment outside of Kajabi, you can automate the granting of offers on the backend, bypassing the checkout.
Multi-Offer Programs: For programs with varied access levels (e.g., lifetime course content plus time-limited coaching), you can automate the process so users receive appropriate access by granting separate offers. This is managed invisibly in the background to the user but allows more customized access as part of your program.

Leveraging Automations for Internal Workflows in Kajabi

Automations aren't just for customer communication—they can also be configured to streamline internal processes:

Team Notifications: Send emails to yourself or team members when a purchase is made to start a workflow.
Managing Tags and Email Sequences: Automatically apply or remove tags based on payment status, or subscribe contacts to specific email sequences (e.g., "We noticed you left... consider this offer!").

Advanced Automations in Growth and Pro Plans

If you’re on Kajabi’s Growth or Pro plans, you access advanced automations featuring conditional logic (essentially IF statements). This means automations can now perform actions based on added conditions (e.g., "If contact has this tag," "If they filled this form," "If they've purchased X") for much more targeted automation flows.

Conclusion

In the next episode, we’ll explore the issue of buyers who aren’t automatically subscribed to your contact list after purchase—why this happens, how it’s controlled, and the options available to ensure your communication reaches everyone who buys from you. See you then!