Kajabi Email Marketing

basic segmenting in Kajabi

The most basic practice of email marketing is not sending a sales email to someone that has already purchased the product you are highlighting. This is super easy to do in Kajabi! And one reason I love all-in-one platforms – no integrations or hours of troubleshooting and testing. It all just works – because it’s all in the same system. So there is no excuse to send someone an email that would just annoy them – to them it looks like you just aren’t paying attention. I personally only try to pay people that are paying attention….

So what is the goal we want to focus our efforts towards?  

The goal is to send fewer emails to everyone and the right emails to the right people.

Kajabi has strong email marketing functionality, allowing you flexibility and power over exactly who you send an email to. 

If you are sending the same email to everyone on your list, it’s time to understand the different personalities of your audience.

Once you get specifics of who your clients are, you can use Kajabi’s functionality to its fullest potential!  

 

Client Data

First, you need to get details of your clients into Kajabi. There are different types of data to get, too. Earlier, I mentioned 2 different types: one has to do with a transaction, and the other would be based on who the client is. 

Here’s a huge tip – Always ask for their first name!! Do this on every form opportunity. A big purpose of email marketing segmentation is to make the emails personalized. You want them to feel like a conversation – like you are speaking directly to them. If you have no first name, take away a point on personalization! 

Let’s review a few data types.

Behavioral Segmenting in Email Marketing

A great place to get started is by adding automations into your marketing funnel emails. For instance, when someone clicks on a link in your email to a sales or opt-in page, you know they have some interest. That is important to know, and you can use that to speak more personally to them. 

You can use the automations within the email functionality to tag them with the theme of that set of offerings.

Doing so allows you to send them a message more specific to people who you know like __________. (You fill in the blank.) 

Transactional Segmenting in Email Marketing

Kajabi makes it a simple step to exclude those who have already purchased a product. You do not want to send them the email if they have already bought it, right?! There is a better fit for them from your offerings – or it’s time to make one. If you have a next step for them to progress to, you send them that information instead, when it’s the right time.

You don’t need to do anything to set that up – you just need to use take the time to exclude when setting up an email. One way is using a custom segment, like below.

 

custom segment

Creating Personas

Creating a customer persona is all about understanding your client, which helps understand what they are looking for. You can do this by asking questions. That can either be on a form, like a registration or opt-in form (this is where you add a first name in).

A popular method of asking questions is with a quiz, which may mean sending their answers into Kajabi through an integration. 

You will store all these details on the contact record in Kajabi. 

Kajabi contacts are a bit… messy, so it’s not where I would want manually/visually have to look at details about individual contacts. Still, when you can send an email to only those who said “yes” to a specific custom field, it’s amazing! 

 

Multiple Data Points

There are times when you need to define the email’s audience with multiple different points. 

So let’s say you want to send someone an email, but they need to have all these points:

  • They said “yes” to that specific custom field.
  • They have never been a participant in x course.
  • They are tagged with x because they clicked to watch a video about x.

This example uses all three 3 data types we discussed above, and you can create a custom filter for this email.

But wait – Are you going to send this grouping of data points only one time, or is this something you can use over and over again?

If so, you can save it as a custom segment. Then, you do not need to redo it every time you want to send an email to this segment. 

The people in that segment will change from month to month, or at least we hope so! New subscribers will say “yes” and click to watch the video. This will add them to the segment. But then, they will purchase x offering down the road and no longer get those emails. 

 

There’s so much more to email marketing in Kajabi! We’ll dive in further soon.

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Is it time to move my coaching to Kajabi?

Kajabi Coaching

Is it time to move my coaching to Kajabi? Kajabi help, Kajabi Expert, Kajabi Pro

You use Kajabi for almost everything; why not your coaching too!? 

 

Kajabi is amazing, as we all know! It handles our landing page, our sales funnels, our email marketing, and even our affiliate commissions. When an all-in-one platform adds a whole new module like this, it is something to celebrate! 

 

But is the new coaching feature right for me?

If you do 1:1 coaching, it can work great for you! Here’s why:

You can set up single-session or multi-session packages. 

Create your packages however you like: 4 sessions, 18 sessions… what works best for you? 

Each session has a link to book. Your clients can login to their portal and book each session. 

It integrates directly with Calendly, but you can add a link to any scheduling system like Acuity. 

Add agenda points for each session.

It’s handy to track process! In addition, you can add attachments and notes for each session, and your clients can, too! It’s their personal portal, and it will limit the back-and-forth emails. 

You can bundle it with other products! 

You don’t have to sell your coaching through a different source than your courses. Sell coaching sessions with your course!! Or even better as an upsell. 

You may be asking – What about group coaching?

Well, they’re not there yet. This is just the beginning of Kajabi Coaching! It will only get better from here by listening to your suggestions and needs. Use it and let them know how to make it grow in the right direction for you.  

 

Other questions you may be asking –

Is there an additional cost? 

No! It is a part of the all-in-one platform, and you get it all!

Do coaching packages count towards my plan’s product limit?

Yes! You’ll need to count these toward the total products you offer. 

Can someone repurchase the same coaching product?

Yes! They will not get the same warning as the course product, saying that they already own it. 

Are you ready to make more money doing what you love? Then, schedule a call, and let’s talk about it. We can help you take your business to the next level with Kajabi. We are fun and easy to work with and we are lead by your vision!

 

Kajabi is an all-in-one platform to run your digital course and coaching business. It’s a leader in the market because you can run your business without using third-party services.  On Kajabi, build your website and your sales funnels with landing pages, opt-in forms, checkouts, bundles of products, and even countdown timers. It’s even possible to trigger email sequences and other automation. We are Kajabi experts and can help you with any questions you have!

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Hire a specialist for my Kajabi site

Should I hire a specialist for my Kajabi Site Management?Kajabi help, Kajabi Expert, Kajabi Pro

Kajabi is an all-in-one platform to run your digital course and coaching business. It’s a leader in the market because you can run your business without using third-party services.  On Kajabi, build your website and your sales funnels with landing pages, opt-in forms, checkouts, bundles of products, and even countdown timers. It’s even possible to trigger email sequences and other automation. We are Kajabi experts and can help you with any questions you have!

The amazing thing about Kajabi is that you can build your entire business on Kajabi. I used to be wary of such a thing because you can’t do everything perfectly. But when you have ten different services that do things perfectly, and you have to tie them together with Zapier, it brings the quality way down and the time and money spent way up.

I used to live and breathe integrations, troubleshooting and chasing the processes, and finally pinpointing the error. I love tech and the puzzles it brings, but it doesn’t add up when you are growing your business to 6 and 7-figures.

 

Kajabi is an All-in-One platform. 

The paragraphs above are a huge reason why that is good, but what does it mean?

Kajabi can take the place of your website, email marketing tool, sales funnel, pipeline or e-commerce tool, course management system, your membership system and community, and even your event registration tool.

Add that up! And there is no time to integrate all these things! They all are connected already.

So now that the tech is much smoother, why would you still hire a Kajabi Expert?

Do you ever dive into something and realize that it is much more complex than you thought?

 

Kajabi is a beast and I mean that in the best possible way.

It does a lot! When managing a Kajabi site, you still need to design the website and landing pages. An email marketing strategy is necessary, and all those emails need to be designed and scheduled. Sales funnels, opt-in forms, and email sequences need to be created for your freebies and courses. And that’s not all!

We all know that doing what you love makes you more productive and more profitable! Sticking within your skillset and passion allows you to get very good at what you do, while diving off into things you do not love doing makes you frustrated and far less profitable.

 

Kajabi Help

A Kajabi management team or specialist understands how the different parts of Kajabi work together. We live immersed in the work you need to be done. What takes a specialist an hour to do because they are familiar, knowledgable, and comfortable with all the aspects may take someone unfamiliar 4 hours or more.

So say, “Don’t take me away from growing my business!” and spend those four or more hours doing what you do best and improving your profit margin.

Are you ready to make more money doing what you love? Then, schedule a call, and let’s talk about it.

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Should I use ThriveCart with Kajabi?

I’ve taken a couple of roles where the clients have ended up with Kajabi and ThriveCart and wonder why they need both. There are a few reasons to use ThriveCart with Kajabi. It’s great to understand the differences between these services and how you can use them together – and I have the notes to share! 

Let’s take a look at ThriveCart first.

 

What is ThriveCart?

ThriveCart is a service that helps you build sales funnels and order pages for offering your digital and physical products. 

It doesn’t connect natively to Kajabi, so we have to use Zapier to grant the offers or submit a form with additional information to my clients’ Kajabi sites.

 

The Upsides

Currently, the price of ThriveCart is a one-time fee. At either $500 or $700, you pay no more!

With ThriveCart, you have all payment options on the same checkout page, which is something I prefer compared to Kajabi. You don’t have to create a landing page to choose between annual and monthly. Instead, the checkout page will offer all payment options for that product. Overall, ThriveCart offers a nicer checkout experience. 

ThriveCart has more suggestive buying. The upsell, downsell, and order bumps are all easy to set up. This makes sense since converting is what ThriveCart is all about!

It also integrates with Google Sheets, so you can easily automate a spreadsheet for easy review of sales for a campaign. 

ThriveCart does fixed commissions or percentages as opposed to Kajabi’s percentages only. 

You can take it to the next level with Joint Venture management.

 

The Downsides

One of my biggest peeves is the zaps. There can be a lot of Zaps! With some clients, we must upgrade during an event month, but you can downgrade a couple of weeks later. 

There can also be quite a bit of time setting up the zaps depending on how many products and offers you have. It’s not something you want to use when offering unique payment plans to individuals. 

Of course, all the zapping comes after you’ve created the products and offers within Kajabi and the products in ThriveCart! 

After the purchase, the product and offer will look like it was free when you look at it from within Kajabi. Kajabi should never be your go-to financial system, but it is nice to have it show paid when it is an “all-in-one” platform. Some people do not want to jump around multiple systems. 

 

So do we want to use ThriveCart with Kajabi? 

Well, it depends. What are your priorities? 

After weighing the points above, how do you feel about it?

If your priority is to have a great sales funnel and convert leads, and you are willing to take the time to set up the ThriveCart products and the zaps to go with them, do it! If you want to create high converting cart pages, upsells & affiliate campaigns with ease check out ThriveCart today.

If you feel that Kajabi does well enough and keeps everything in one place, then that’s where it’s at for you!  

We’d love to chat with you about the best for your sales funnel. Let’s hop on a quick call to discuss your next steps. Book a free 15-minute call right here.

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Can CoachAccountable do it all?

When looking for a platform to support your business, finding the right fit takes time and some trial and error. There’s hopeful testing and shiny things that aren’t the right fit FOR ME.

And as one of my coaches says, you don’t know what to google if you don’t know about it. 

That was true when my client, Shannon, wanted to improve her day-to-day and her clients’ journey by having more automated processes to make repetitive tasks as hands-off as possible.

At Matter of the Heart, Shannon King offers coaching for singles and couples by combining over 30 years of law enforcement experience, a thriving and fulfilling marriage, and her triumph over trauma to share her expertise in resilience-building and wellness and their role in a resilient relationship.

Her top objectives were to 

  1. Create processes with minimal interaction.
  2. Design a clear and simple customer journey.
  3. Clients can easily find where to schedule appointments.

 

Her must-have pieces to the puzzle were

  1. Payments or Invoicing
  2. Scheduling with Zoom link automation
  3. Contracts
  4. Forms

 

Business needs

These are everyday business needs anymore, but not many services do all of these well enough. The trick is to weigh the needs and piece them together as smoothly as possible. 

So did I plan to use multiple services? Yes.

So what are my favorites?

Payments or Invoicing

We do not want Shannon to be tracking monthly coaching payments or waiting to begin coaching someone until they have paid. Payments upon registration are my preference. I’d prefer a service where we can embed the package into landing page!

 

Scheduling with a zoom link automation

Many services offer this now. Calendly or Squarespace Scheduling (aka Acuity) are both my top choices when needing an external option. Choosing between those is dependent on how you can best use the various functionalities. 

But, if a service can offer scheduling with it’s other client services, that’s even better. Usually, they’re not quite as simple to use, but it’s down to what your needs and priorities are. 

 

Contracts

It’s so convenient when a service includes contracts! But usually, they don’t offer two or more signers. With Shannon’s relationship coaching services, she needs two signers plus herself. 

17hats does do this! It is pretty nice to use and has flexible workflows. 

 

Forms

Shannon uses a lot of worksheets within her coaching model, and then there were standard forms, like intake forms. I worked over a decade at a web form company – I know how ‘smart’ forms can be, and they usually aren’t very smart unless you are working with a service like FormAssembly or JotForm. 

 

Wishlist 

Many other items can be added to the wishlist when picking a service to be the backbone of your business, and we had two that deserved to be on the must-haves list. 

  • Self-service returning-client package purchasing
  • Session tracking

 

Making the Move

After beginning setup on another service, we heard about CoachAccountable. We first tried it out under someone else’s group account, which didn’t allow us to use it to its full potential, so we quickly switched gears and created our own account to do some testing. 

We created packages for each type of coaching at different price points and payment structures. We then tied those in with the scheduler for the right appointment type and any initial forms to be filled out. 

The one gap we had was multiple signers on a contract. So we went with Docusign. We would love to move this too to CoachAccountable as soon as they create this functionality, but until then, we have a little manual step for each new client or couple. 

Overall our process is coming together well!

 

Here’s a sample process

With CoachAccountable, your prospective client experience can begin at your website where they book their discovery call with the embedded calendar.

After the discovery call, you’ll direct the new client to the correct booking page where they will

  1. choose their payment schedule
  2. Complete their intake form
  3. Schedule the intake call
  4. Sign the agreement (since we need multiple signatures we are using Docusign for this part)
  5. We can then schedule sessions for several months out to be ahead of the game. 

     

    Big Pros

    Some of the pluses with CoachAccountable are really flexible notifications – and I love how you can set it up to notify you that a client has missed scheduling their next session or if the package is coming to an end. 

    They easily integrate with Zoom, Stripe, and paypal. 

    There are courses and homework that you can easily set up for your client as well as notes and other engagement tools.

     

    The Cons

    It is active client-based pricing, so if you are not actively coaching someone, deactivate!

    It does look a little square and could use some modern UI updates. A lot is going on in there, so simplicity with modern design changes would be helpful.

     

    Overall

    I think it is a very helpful option for coaches who want to help keep their clients engaged and not spread themselves too thin with several different services to run their business.

    We’d love to chat with you about getting your processes streamlined and efficient. Let’s hop on a quick call to discuss your next steps. Book a free 15-minute call right here.

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