When in Doubt, Ask Questions

coach fundamentals Aug 27, 2019

If you run into an issue and aren't sure how to deal with it don't hesitate to ask a question in the community. 

I know we say this A LOT but it's important. 

Never be afraid to ask for help. It's literally our job to answer your questions. :) 

Click here to go to the Community.

Have a great day, 
The Active Life Team

 

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Kajabi Basics - Terms

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Use this to find a description for key Kajabi terms and link to additional information about that term.

Announcement: Text displayed at the top of every screen. Can include links.

Assessment: A Quiz or a Test associated with a Product or a Survey associated with a Landing Page.

Automation: An Offer can include 1 or many When – Then – If Automations to do something at the end of a purchase or form submission.

Blog and Post: Just like with Wordpress. Very basic.

Cart Abandonment: An Offer can automatically send an email to a buyer who enters their email but does not complete the purchase.

Category: A Section of a Course. A Course can contain 1 Category or many.

Community:  An interactive group useful for communication with and between members.

Contact: We know their email, but they have not purchased anything.

Course: A collection of posts used to educate members, usually for a price.

Custom Code: In text entry...

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Kajabi Basics - Help

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Use this when you need help.

Login to app.kajabi.com and start at Left Sidebar > Help to view 2 help options (image below).




Chat With Us Now

Opens a chat window and connects you to Kajabi Support (image below).





Response is typically fast. Some of them know a lot, others less. It appears they can go somewhere for help when they don't know the answer. 

Beware: I received 1 answer that was 100% backwards. Fortunately, it was obvious the agent was guessing so I researched further. If you chat back you'll likely get a different agent.

Kajabi has 1 main focus. When you wander outside that focus you'll find limitations. However, they are so good at their very important main focus it is worth it.


Browse Our Help Site

Takes you to Kajabi's help site in a subdomain: help.kajabi.com.





Enter a search term and potentially useful documents are listed.

Unfortunately, Kajabi documentation is typically very high level. I rarely...

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Kajabi Basics - Settings

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Set up the site and occasionally make changes as the business plan evolves.

Quick Links: Site Settings | Account Settings | Email Templates


Bottom Line


Inserted images are difficult to distinguish from document text. Where does an image start and where does it end? We added double horizontal lines above and below images to assist.


Login to app.kajabi.com and start at Left Sidebar > Settings to view a screen with 2 sections: Site Settings and Account Settings.


Site Settings





Site Details: Basic site information.

Blog Settings: Default SEO Page Title, Description and Image.

Payment Integrations: Connect to one or both: Stripe and PayPal. Rather technical if you've never done it before.

Custom Domain: Eliminate kajabi from the site's URL. Always do this. It is the most technical thing required during setup. Payment integrations are second.

Marketing Settings: Company address, branding and...

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Kajabi Basics - People

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Manage people who have opted in and/or have purchased a product.

Quick Links: People | Assessments | Affiliates

Worksheets: Assessment


People

Login to app.kajabi.com and start at Left Sidebar > People to view a list of people (image below).





Manage Tags: Click Manage Tags to list all tags and show a count of people with each tag. Click "+ Add Tag" on screen upper right to add a tag.

Search Filter:  By default all people are listed. Use the filter drop down to narrow the list. There are lots of filter options. When selected, many options ask you to pick a specific target from a drop down list. For example, pick the filter "Owns any of these products". When selected, you then pick 1 or more products from a drop down list of all products.

Saved Segments: A filtered list of people is called a Segment. If you want to view this segment often, save it and give it a name. You can recall it later without...

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Kajabi Basics - Marketing

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Quick Links: Pipelines | Email Campaigns | Automations | Events | Forms

Worksheets: Pipeline | Email Campaign | Each Email | Automation | Event | Form


Bottom Line: Kajabi is highly focused on Marketing and provides powerful tools to assist. Marketing tools include Pipelines, Email Campaigns, Automations, Events and Forms.


Inserted images are difficult to distinguish from document text. Where does an image start and where does it end? We added double horizontal lines above and below images to assist.


Pipelines

Pipelines are a linked series of emails and pages often surrounding an Event. They are designed to streamline sales flow and automate marketing.

Links: List | Add | Edit | Delete | Clone| Rename | Export

Login to app.kajabi.com and start at Left Sidebar > Marketing > Pipelines to view a list of Pipelines (image below).

List of Pipelines





Visitors: Click to view a list of people who visited the...

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Kajabi Basics - Products

kajabi Jun 15, 2019

To use Kajabi you must know this stuff.

Create, edit and manage products, offers and user comments associated with products.

Quick Links:  All Products | Product Details | Add a Product | Community Product | Offers | Add an Offer | Offer Details | Edit Checkout

Worksheets:  Product | Offer


Bottom Line: Products are the building blocks for offers. Offers include 1 or more products offered for sale at a specified price and terms (lump sum, multiple payments or subscription). Each product has a supporting Community or Course. Product owners can enter comments about the product. We monitor product comments and respond. We sell offers, not products, although an offer can be just 1 product.


Inserted images are difficult to distinguish from document text. Where does an image start and where does it end? We added double horizontal lines above and below images to assist.


All Products

Login to app.kajabi.com and start at Left Sidebar > Products.

This displays a...

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Kajabi Basics - Customize Pages

kajabi Jun 14, 2019

To use Kajabi you must know this stuff.

Login to app.kajabi.com and start at Left Sidebar > Page Builder

Use this to customize pages. It applies to Standalone Pages and Pipeline Pages. It does NOT apply to Posts. Posts can't be customized like this.


Bottom Line: A page is made up of sections. Each section is customized separately by clicking on it or selecting it from the left sidebar. Every page includes 4 standard sections by default: Header, Footer, Exit Popup and Two Step Opt In. You add whatever additional sections you need.


Get Started

Go to either area listed below to view a list of pages (image below):

  • Left Sidebar > Website > Page Builder > Standalone Pages
  • Left Sidebar > Website > Page Builder > Landing Pages




To select a page, click on a page's title or the Customize Icon. Note: The icons don't show for a page until you hover over that page in the list. After you select a page you'll see the Page Title with a few...

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Kajabi Basics - Website

kajabi Jun 14, 2019

To use Kajabi you must know this stuff.

Manage the site's overall look, menus, pages and posts. Also evaluate how well the site is doing with revenue, sales and opt-ins.

Quick Links:  Design | About Pages | Page Builder | Standalone Pages | Pipeline Pages | Blog | Analytics

Reports: Grand Totals | Sales | Affiliate | Marketing


Design

Login to app.kajabi.com and start at Left Sidebar > Website > Design. This displays the site's front page plus a list of Website Pages (image below).





Preview: View the page as a user will see it in their browser.

Manage Themes: Select and customize the site's default theme. You can change this at any time but usually it is set once during setup and left alone for a long time.

Navigation: By Default Kajabi provides a Main Menu and a Footer Menu (image below). The image shows the Footer Menu. All other menus are presented in the same format.





... Icon: The only Option is Edit Title. For...

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