Selling courses and other digital products lets you leverage your knowledge and expertise to educate others and build a community. It’s also a great way to build a lucrative side hustle or market your larger brand. But it’s a popular myth that selling digital content is a set-it-and-forget-it, passive income scheme.
The reality is that online courses require a lot of hands-on attention. Kajabi can help online creators make and sell courses, promote podcasts, and build an online community around their expertise.
And when you combine Kajabi with Zapier’s automated workflows (called Zaps), it’s even easier to nurture new leads, keep accurate records, and encourage current buyers to keep coming back for more. Simplifying the busywork behind running a creator business lets you concentrate on sharing your skills and knowledge with the world.
New to Zapier? It’s workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add users to email marketing lists
Kajabi’s email marketing features simplify the process of nurturing prospects and marketing your digital content. But to start nurturing leads, you still need to consistently capture their contact information and add them to your marketing funnel. And since the best time to capitalize on a lead’s interest is the moment they interact with you, it’s crucial to add new leads to Kajabi immediately.
Automated workflows make it easy to collect leads immediately from wherever you find them and maximize the chances that they’ll take the next step.
From social media engagement
The best way to build buzz around your course or online community is through social media. You might invest in paid ads on Facebook or use a quiz builder like Interact to engage with potential customers.
Instead of copying and pasting form submissions from each lead generation platform you use, these Zaps let you automatically create form submissions in Kajabi each time a new lead is captured. That way, new leads will start getting your email offers as soon as they take interest.
From meetings and events
As your business grows, you might use tools like Calendly or Acuity to simplify appointment booking with coaching clients. It should be as easy as possible for customers to schedule your services—while still ensuring each new invitee’s information is added to your Kajabi contacts list for further follow-ups.
Similarly, webinars are a great way to establish your expertise, build brand awareness, and collect leads. Whenever a prospect signs up for a webinar, their information should be added to Kajabi so you can easily nurture new contacts.
But not everyone has the time or manpower to copy each registrant or invitee’s contact information into Kajabi. These Zaps make scheduling your meetings or events effortless and accessible while still collecting the information you need to market effectively.
From purchases
The more eCommerce tools you have in your arsenal, the more complicated your contact management becomes. If you sell a mix of physical and digital products, you probably use a platform like ThriveCart or Shopify to manage your online store.
It’s a good idea to add new customers to an email sequence in Kajabi so you can stay in touch and cross-promote your products—but manual data entry gets tedious fast. Instead, you can use one of these Zaps to create form submissions in Kajabi for new activity in your other eCommerce tools.
From forms
Forms are a great way to collect information from leads. Whether it’s a feedback form on social media or a contact form embedded on your business website, you can add responders to your contact list for additional follow-up.
Instead of spending hours on tedious copying and pasting, you can use Zapier to create form submissions in Kajabi automatically whenever a new form is submitted in apps like Typeform and Squarespace.
Send offers and discounts
Your best next customer is the one who’s already purchased from you. Promo codes and discounts are great ways to encourage customer loyalty—but remembering to send them to every eligible customer after a purchase is impossible.
Automation is the key to making sure no customer is left behind. With these Zaps, you can instantly grant access to an offer in Kajabi whenever a new purchase is made in your eCommerce app.
You can even use Zapier’s Deadline Funnel integration to automatically generate a special offer with a unique deadline for new activity in Kajabi. A sense of urgency is powerful in sales, and when combined with personalization, it’s a recipe for higher conversions.
Track or backup purchases
Kajabi is a powerful tool for marketing and selling digital products, but for flexibility and simplicity, you may want to track your business data in another app or spreadsheet. A spreadsheet is a great single source of truth for your sales data since it gives you endless options for reporting and data analysis.
But manually copying and pasting purchase information from Kajabi into Google Sheets quickly becomes tedious. What if you forget to record a sale or make a small (but substantial) typo?
Instead of relying on manual processes for tracking or backing up sales data, use these Zaps to create a new spreadsheet row for new activity in Kajabi. This way, you can be confident that your business spreadsheets are up-to-date and accurate.
Connect Kajabi with your other marketing software
If you just sell digital products and courses, Kajabi might meet all of your email marketing needs. But odds are good that you have other email tasks like sending a weekly newsletter or promoting your other services. If you use an app like Mailchimp or Flodesk alongside Kajabi, it can be frustrating to keep two separate email lists active.
And leaving your digital content customers siloed in your Kajabi email list leaves money on the table, since many of those customers might also be interested in subscribing to your newsletter or buying other products from you.
You can use automation to combine your contacts into one email list. These Zaps create or update contacts in your email marketing software whenever a new purchase, form submission, or tag is added in Kajabi. That way, you streamline your email marketing efforts and maximize engagement with no copying or pasting involved.
Streamline your online courses with Zapier’s Kajabi integration
Kajabi has a host of powerful features designed to create and sell digital products based on your skills and knowledge. But every business needs help, and you may not have the time to do everything yourself (or the resources to hire extra staff).
By automating processes with Zapier, your customers can get the care and attention they deserve—and you can focus on providing the best content possible. And this is just the start of what you can do with Kajabi and Zapier. What will you automate?
This article was originally published in June 2023. It was most recently updated in August 2024.