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Kajabi Email Marketing

by | Oct 19, 2022 | Kajabi

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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Should I use ThriveCart with Kajabi?

by | May 17, 2022 | Launch Planning, Process Improvement, Tools

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.

This page contains our unique affiliate link(s).

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Can CoachAccountable do it all?

by | May 10, 2022 | Case Study, Process Improvement, Tools

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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    Set your Kajabi Pipelines into action

    by | May 2, 2022 | Kajabi, Launch Planning, Process Improvement

    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. 

     

    This page contains our unique affiliate link(s).

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