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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Kajabi Event Countdown Timer

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!

I’ve heard complaints about it not being possible to create campaigns in Kajabi. How it would be so nice to group the emails for a launch or special event. OK, it’s not just that I had heard it, but I had said it! One day it smacked me in the head and my lightbulb turned on. Since I’d been part of a few of these discussions when I was new to using Kajabi, I know there are more people that do not realize how to group these emails together so I’ve got to share! 

I used the keyword above….
Events!

Events are under the marketing tab in Kajabi. 

 

So why would we want to use Events?

I happened into events because I needed a countdown timer and from there I learned how useful they are. 

When you would like to send a triggered sequence of emails off without having to set up a bunch of separate emails, you can use events. 

First, you’ll need to get people registered for your event, which you can grant through an offer, by an opt-in form, or anywhere there is automation. Once they are registered, they will get all the emails set up for the event. 

The first one can be set up for “at the time of registration” and they’ll get it as soon as they are granted the event registration through any automation. 

Setting up your other emails is easy using the time filters provided, like sending one 4-days before the event to remind everyone of the plan, or an upsell opportunity 2-days after the event. 

Kajabi Event Email

The Flow

So set up your event, and your offer or opt-in, and get that countdown timer into your landing page. 

The countdown can disappear when it is over or you can have Kajabi redirect to a new landing page for the next phase of your launch.

The more people who complete your program can tell others what a difference you have made in their life!

Let us help you make it easier for them to complete each module and be your advocate.

Kajabi Event Email

We’d love to chat with you about the best options 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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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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Set your Kajabi Pipelines into action

Set your Kajabi Pipelines into action

If you are new to Kajabi, you’ll need to get up to speed on the terminology and functionality! I’ll help you break it down and understand how to piece the various parts together in a sales funnel – or marketing pipeline as they say in Kajabi. 

The pipelines will help you adopt the inherent flow of the various pieces and they have some great starter templates to help get you going. 

Let’s set the mood with a senario that you can relate to. 

Scenario

You are launching a course. You have a 3-video lead magnet to warm folks up and get them up to speed where your course takes off. 

Your goal is to get people to: 

  • Sign up for your freebie. 
  • Get them to your website
  • Educate your visitors on what you do and how you can help them
  • Help them understand the basics of your work
  • Sign up for your course. 

 

The Flow

The components of your Kajabi flow all come together in the pipeline. You’ll want to create the product and offer before hand and fill them in as you set up the pipeline. 

  • Opt-in form for the freebie, your pre-launch content 
  • PLC Landing Page
  • Nurture emails
  • Sales page
  • Offer
  • Product
  • Emails 

The Product Launch OVO pipeline template in Kajabi is a great place to start!

Let’s break it down

Freebie

You’ll need a freebie (aka lead magnet) setup to take emails and nurture your clients-to-be. I have a couple of previous articles to help you think through getting started on your content as well as thinking through the backend.  

In the freebie process, you have a landing page with an opt-in form, an automated email sequence, and a landing page to present your content, whether it is a video or a file to download.

Many of the pipeline templates have a landing page with the opt-in ready for you to customize! It’s a great place to start.

 

Moving into the sales phase

That email sequence mentioned above is going to lead your hot leads right into learning more about your work, this is their free sample and you need to take advantage of this time. Make sure this content is helping them perceive your value!

This is the PLC, the pre-launch content and you will need landing pages to contain this content.

At the end of your freebie and email sequence, you’ll, present the next step of your pipeline to the sales page where you show the value of your offering. 

 

The Offer

An offer is the pricing structure. Are you accepting payments over a couple of months? Or will they pay in full? 

In Kajabi, each option needs its own offer. You can create one offer and then copy it to create a different payment option. 

 

Offer Automation

Each offer can have its own automations. I always use the offer automations to tag the buyers and to grant offers among other products as needed. 

If you are offering an early bird offer with special bonuses, use tags to group these people to make them easy to find so you can grant those bonuses later on. 

I like doing my post-purchase email in the automations, too. I find them easier to work with and more reliable.

 

If you build it, they will come! 

This is the backbone of your launch and will take your leads step by step. It’s an exciting process to implement! We’re here to help you find your traction. If you’re not sure where to start, let meet for a launch process audit! Click here to schedule. 

 

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Automated Lead Magnet

Hey there! Let’s get the backend of your lead magnet process running! Here’s what the overall flow looks like:

Create the Content

If you’re wondering what a lead magnet is or why you need one, check out a previous article here to help get you started. This article is more focused on getting it setup and out there to your ideal clients. 

Landing Page

Once you have content to share, it’s time to get the opt-in and delivery setup. It depends on what you are created as content for the specifics but I suggest creating a landing page on your website, like WordPress, Kajabi, or whatever you use. You can add a video or add a button for a PDF file download or point it to a google doc.

Explainer Page

Now you need to let people know all about your offering. Create a second landing page or blog post which explains what your lead magnet is, why they need it and will find it helpful.

Create the Opt-in Form

It is time to head over to your email marketing tool. First, you want to create a form or copy an existing one to edit. I find it easiest to have one form per lead magnet. MailerLite is a great option I use for several clients. It allows you to connect a multi-step workflow to a single form. 

Check these steps:

  1. Name it so you know what it is
  2. Make sure you have name and email fields on the form
  3. Edit the form wording and thank you page
  4. There is an opt-in option so you can email them.

Email Marketing

When people signup for your lead magnet, you want to add them to multiple groups or segments (depending on what service you are using will define your terminology.) You want them to be signed up for your regular marketing mailings in addition to this specific lead magnet mailing list. 

  1. Create a group or segment to contain all the emails entered into the form so you can trigger the email follow-up on this lead magnet. 
  2. You want that first email to let them know where to redeem their return on giving you their email, so a link to that first landing page we made to house the link or media.
  3. It’s also good to have a few more follow-up emails giving additional information about your services or next. 

Finally, set up that workflow. In many services you can say “IF someone is added to “this” group/segment or fills out “this” form, THEN send them the following emails. 

 Here’s an example of what that could look like in Mailerlite:

workflow

In Kajabi, you can use the marketing pipeline to set up your flow. The below is created with their OVO pipeline template and goes on to an offer after the freebie 3-video value is received. I’ll talk further about this specifically in Kajabi soon. 

workflow

Add the Opt-in to your Explainer Page

Now it’s time to post the form to your explainer page from above.  At the bottom of your page, below your description, add your form into the page. 

Your form/email service will give you the html to add into your page. 

Make sure to turn it on all!

Some of these services you have to turn off your workflow to make changes so make sure to pop back in and make sure it is on. 

I hope this breakdown helps! I know there are a lot of options, there are a lot of apps, and it can take a lot of questions, time, and planning to get the right setup. If you need to chat, let’s talk it out. I’m happy to do a free 15-min call to help you chat it out. 

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