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Adding Contacts to Kajabi the Easiest Way

Adding contacts to Kajabi, including your subscribers, customers and contacts from your old system could not be easier. Here's how you do it. But before I show you how, take a look at what you can do when you add new contacts to your Kajabi system:

  1. Grant an Offer - You can grant the single contact or all records that you are uploading, any offer that already exists on your system. This is great if you moving courses or membership sites. When you have your Version 2.0 set up on Kajabi, you can import your members and grant them access to your new Kajabi version of your product.
  2. Add Tags - Adding a record or uploading people to a new system gives you an opportunity to categorize them. Use tags to identify groups of contacts that you are adding to your new Kajabi system. Tags can then be used to trigger automation and email sequences automatically on import.
  3. Subscribe to Marketing Emails - If you are importing records from a previous email marketing system where people have given clear consent to receiving marketing emails, you can identify these new contacts that you are importing or creating in your new Kajabi system as records that have given you this consent. When bulk uploading contacts you will also need to tick the box that says "I certify that I have gathered the proper permission to send marketing email to every address on this list."

Adding Contacts to Kajabi, One at a Time

  • Click the People menu option
  • Add the person's Full Name
  • Add their Email Address
  • Optional: Select an offer if you wish to Grant an Offer
  • Optional: Select or create Tags that you wish to apply to this person
  • Optional: Tick the Subscribe to marketing emails box if you have permission to send marketing emails to this person

Adding Contacts to Kajabi in Bulk

  • Click the People menu option
  • Scroll down to the Import Multiple People option
  • Enter a name and emails separated by a comma or copy and paste the lines from a CSV file in the following format: John Doe, [email protected]
  • Optional: Select an offer if you wish to Grant an Offer
  • Optional: Select or create Tags that you wish to apply to this person
  • Optional: Tick the Subscribe to Marketing Emails box if you have permission to send marketing emails to this person
  • If selecting the Subscribe to Marketing Emails checkbox, you must also tick the "I certify that I have gathered the proper permission to send marketing email to every address on this list:" checkbox.

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