How to Use ConvertKit with Kajabi for Powerful Email Automation and Personalization

Using ConvertKit with Kajabi can significantly improve your email marketing efforts, making it easier to automate, personalize, and connect with your audience. ConvertKit is known for its powerful email automation, and when paired with Kajabi’s course and content platform, you get a streamlined system for growing and managing your email lists. This guide will walk you through setting up ConvertKit with Kajabi to maximize automation and personalization in your email sequences.

 

Why Integrate ConvertKit with Kajabi?

Both ConvertKit and Kajabi are designed to help businesses grow their online presence, but they serve different purposes. Kajabi is mainly a course and membership platform with website-building capabilities, while ConvertKit is a strong email marketing tool. When combined, they help you:

• Automate email sequences based on user actions.
• Personalize messages to build stronger relationships.
• Engage leads more effectively with targeted content and offers.

Let’s follow the step-by-step process for integrating and optimizing ConvertKit with Kajabi.

 

Step 1: Setting Up Your Kit and Kajabi Accounts

If you haven’t already, create accounts with both ConvertKit and Kajabi. Both platforms offer trial periods to test their features, so you can explore before committing to a paid plan.

1. Sign up for Kit: Sign up with Kit through our link below and create an account. Follow the prompts to set up your profile.
   
   Get Started with Kit
2. Sign up for Kajabi: Sign up with Kajabi and create an account. Set up your profile and add any basic content or courses.
   
   
   

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   Key Features

   Built-in course and membership site management
   Email marketing and automation tools
   Advanced analytics to track user engagement

   Why We Recommend It

   Storage and Bandwidth:
   Unlimited hosting
   There are no specific limits on bandwidth

   Extras:
   Marketing automation tools
   Webinar and event tools

   Pros & Cons

   • All-in-one platform for educational content creators
   • No need for third-party tools
   • Excellent customer support

   • Higher cost, making it less accessible for beginners
   • Overwhelming features for those just needing an essential website

Once accounts are set up on both platforms, you can connect them for seamless communication and automation.

 

Step 2: Connecting ConvertKit and Kajabi

To connect ConvertKit with Kajabi, you’ll use ConvertKit’s API key. This key allows Kajabi to send data to ConvertKit, making it possible to automate email marketing based on user activity in Kajabi.

1. Find Your ConvertKit API Key: In ConvertKit, go to Account Settings > Advanced. You’ll see your API Key here. Copy it for use in Kajabi.
2. Log into Kajabi: In Kajabi, go to Settings > Third-Party Integrations.
3. Paste the API Key: Find the ConvertKit section and paste your API key in the designated field.
4. Enable Integration: Click Save or Connect to activate the integration.

Once this connection is set, ConvertKit and Kajabi can exchange data, allowing you to trigger email sequences based on user actions.

 

Step 3: Building Email Sequences in ConvertKit

ConvertKit’s strength is its ability to automate personalized email sequences. Here’s how to create sequences that align with your Kajabi content.

How to Create an Email Sequence in ConvertKit:

1. Navigate to Sequences: In ConvertKit, go to Sequences in the main menu and click New Sequence.
2. Name Your Sequence: Choose a name that reflects the purpose of the sequence (e.g., “New Course Welcome” or “Weekly Coaching Tips”).
3. Write Your Emails: ConvertKit will create a timeline of emails for your sequence. Click on each step to write your message. Include relevant information or tips related to the Kajabi content your subscribers signed up for.
4. Set Timing: Choose when each email should be sent. For example, send the first email immediately after sign-up, then follow up two days later.

ConvertKit’s sequence editor makes it easy to control timing and content, allowing you to build a personalized flow that keeps subscribers engaged.

 

Step 4: Automating Triggers Based on Kajabi Actions

One of ConvertKit’s most powerful features is the ability to trigger email sequences based on user actions. With Kajabi’s integration, you can set up triggers for actions like signing up for a course, completing a lesson, or purchasing a product.

How to Set Up Triggers in ConvertKit:

1. Go to Automations: In ConvertKit, go to Automations and click Create Automation.
2. Select a Trigger: Choose Subscribes to a Tag as your trigger. Tags are how ConvertKit categorizes subscribers based on their actions.
3. Create a Tag in Kajabi: In Kajabi, create tags for actions you want to track (e.g., “Completed Course” or “New Member”). These tags will be sent to ConvertKit whenever a subscriber completes the corresponding action in Kajabi.
4. Set Up the Action: Link the tag to your email sequence. For example, when a subscriber completes a course and gets the “Completed Course” tag, ConvertKit will start a follow-up email sequence.

This tagging system allows you to automate follow-up messages based on user activity, keeping subscribers engaged without manual effort.

 

Step 5: Personalizing Your Emails with ConvertKit

Personalization is key to building relationships with your audience, and ConvertKit makes it easy to customize emails.

Personalization Tips:

1. Use Subscriber Names: ConvertKit lets you add subscriber names in emails. Type {{ subscriber.first_name }} to automatically include the recipient’s name.
2. Segment Subscribers: Use tags to categorize subscribers based on interests or behaviors. For example, tag subscribers as “Beginner” or “Advanced” based on the courses they sign up for in Kajabi.
3. Send Targeted Content: Based on tags, send specific content to each segment. New subscribers might get an onboarding sequence, while advanced users receive more detailed content.

By tailoring emails to each subscriber’s preferences and activity, you create a more engaging experience that feels personal.

 

Step 6: Using ConvertKit’s Automation Templates for Quick Setup

If you’re new to automation, ConvertKit offers pre-made templates to get you started. These templates cover popular email marketing strategies like product launches, welcome sequences, and event reminders.

1. Access Automation Templates: In ConvertKit, go to Automations and look for the Templates section.
2. Select a Template: Choose a template that aligns with your goals (e.g., “Welcome Series” for new subscribers).
3. Customize the Template: Edit the emails and timing to match your Kajabi content.

Templates simplify the setup process, allowing you to create powerful email sequences without starting from scratch.

 

Step 7: Track and Analyze Your Email Performance

Tracking the performance of your email campaigns is essential to understanding what works. ConvertKit provides analytics to help you measure open rates, click rates, and subscriber growth.

1. Open Rates: Monitor open rates to see how many people read your emails. If rates are low, test different subject lines.
2. Click-Through Rates: Track how often subscribers click links in your emails. This tells you how engaged they are with your content.
3. Conversion Rates: If your goal is to drive sales, set up a tracking system to see how many email subscribers convert to paying customers.

ConvertKit’s analytics make it easy to see which emails perform best, allowing you to refine your sequences over time.

 

Step 8: Refining Your Sequences Over Time

Your audience’s needs and interests may evolve, so it’s important to update your email sequences periodically. ConvertKit’s editor allows you to tweak content, adjust timing, and update tags as needed.

Tips for Optimizing Your Sequences:

• Review Performance Monthly: Check email performance each month to identify areas for improvement.
• Test New Subject Lines: A/B tests different subject lines to see which ones get the best open rates.
• Update Content: Add fresh content or replace outdated information to keep your emails relevant.

Regularly refining your sequences ensures they remain effective and engaging for subscribers.

 

Conclusion

Using ConvertKit with Kajabi lets you automate and personalize your email marketing, creating a seamless experience for your subscribers. Try this setup and see how automation can improve your email strategy.