The Ultimate Guide to Kajabi Settings: System Email Templates

Why Email Templates Matter for Your Kajabi Business

As an online business owner using Kajabi, automated emails are a crucial element of your customer communication strategy. These emails aren’t just simple notifications; they’re key touchpoints that help define your brand and shape the overall customer experience. From purchase confirmations to course announcements, every email Kajabi sends on your behalf is an opportunity to reinforce your brand and build stronger connections with your audience.

In this detailed guide, I’ll walk you through how to manage, customize, and optimize your Kajabi system email templates. By the end of this tutorial, you’ll have everything you need to tailor these emails to fit your brand perfectly, ensuring a consistent and professional communication experience for your customers.

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Understanding Automated Emails on Kajabi

Automated emails in Kajabi are a powerful tool to keep your customers informed and engaged without requiring manual intervention. These emails are triggered by various actions your users take, such as making a purchase or posting a comment in your community.

Kajabi has simplified this process by providing default email templates that handle these interactions. However, to ensure that every communication aligns with your brand's identity, you have full control to edit these templates. This flexibility allows you to customize the tone, style, and content of these automated emails so they resonate with your audience and reinforce your brand's message.

What Triggers Automated Emails?

Automated emails are sent after various transactional triggers, including:

• After a purchase is made: When a customer completes a purchase, they receive a confirmation email, which is a great opportunity to thank them and provide any necessary next steps.
• After a comment is posted in your community: If you have an active community on Kajabi, members receive notifications when someone comments on their posts, helping to keep engagement high.

These automated emails save you time while ensuring that your customers receive timely and relevant information. Now, let’s dive into how you can customize these emails to make them work best for your business.

How to Edit the Auto-Generated Email Templates Sent by Your Kajabi Site

Kajabi automatically sends several different emails and notifications, triggered by user actions like purchases, comments, and more. These are referred to as "Email Templates" in Kajabi. While Kajabi provides default templates, you can customize these to better align with your branding and messaging.

Accessing Your Automated Emails

To edit these automated emails:

1. Open the Settings tab from the Dashboard.
2. Select Email Templates.
3. Choose the template you wish to edit by selecting the Edit icon next to the title.
4. Customize the content as needed.
5. Click Save to keep and apply your changes.

Note: Customizations to these templates will apply universally to every recipient of that particular email, so ensure that the messaging is broad enough to fit various contexts.

Overview of Each System Email Template in Kajabi

Kajabi offers a wide range of email templates, each serving a specific purpose. Here's a detailed explanation of each:

• Affiliate Announcement Notification: This template is used to notify your affiliates whenever you create a new affiliate announcement.
  • You might want to personalize this template by including your brand’s tone and style to keep your affiliates engaged.
• Affiliate Conversion Notification: This email is sent to affiliates when they successfully make a sale for you.
  • Add a personal congratulatory message and perhaps a link to resources that can help them make more conversions.
• Announcement Notification: Sent to customers when a product announcement is posted.
  • Align the tone of this email with your brand voice. You can also add images or links to related content or resources.
• Assessment Completion: Sent to users when they complete an assessment, containing a link to view graded results.
  • Consider including a motivational message or tips for what they can do next.
• Cart Abandonment: Sent to users who do not complete the checkout process for an offer.
  • Create a sense of urgency by reminding them that the items in their cart might be available for a limited time only.
• New Community Admin Post Notification: Sent to customers in your community when an admin creates a new post.
• New Community Comment: Sent when a customer in your community is following a post and a new comment is made.
• Community Connect Request: Sent to community customers when another customer sends a message through the community.
• Double Opt-in: Sent to users when double opt-in is enabled on your form. This asks the recipient to confirm their opt-in.
• Double Opt-In Resubscription: Sent to contacts that have previously unsubscribed from your email marketing.
• Checkout Double Opt-In: Sent to unsubscribed contacts that are subscribed when checking out (purchasing an offer).
• Member Drip Notification: Sent to customers when new content has been released in a dripped product.
• Offer Grant Confirmation: Sent to customers when they are granted a new product.

Your Offer Grant Email is categorized as a bulk email. If your customers have unsubscribed from similar Offer Grant Emails from you in the past, they may not receive the Offer Grant Email. If you need additional assistance sending your Offer Grant Email to your customers, reach out to support.

• Member Payment Action Required: Sent to customers when a payment requires their confirmation.
• Member Payment Subscription Failed: Sent to customers when their payment is declined or fails for any reason.
• Mention Notification: Sent to users when they have been mentioned in a comment.
• Offer Purchase Confirmation: Sent out when a user purchases an offer through the Kajabi checkout page. This email includes a congratulatory message and a link to your login page but does not contain login credentials.

Tip: The Offer Purchase Confirmation Email can be toggled on and off per offer in the offer settings.

• Reply Comment Notification: Sent to users whenever a reply is made directly to their comment. Notifications do not go out to everyone involved in the thread, only to the author of the parent comment. The email includes a link to where they can view and reply to the comment.
• User Cancelled Subscription: Sent to customers when they deactivate (cancel) a purchased offer.
• User Paused Subscription: Sent to customers when they pause a purchased offer through Kajabi or Stripe.
• User Resumed Subscription: Sent to customers when they resume a purchased offer through Kajabi or Stripe.
• Member Welcome Email: Sent to customers manually imported with an offer grant. It includes a link to finish setting up their account by creating their password.
• Podcast Episode Published Notification: Sent to private podcast subscribers when a new episode is published.
• New Podcast Subscriber Welcome: Sent to new private podcast subscribers when they subscribe.
• Quiz Completion: Sent to contacts when they complete a quiz.
• Quiz Grade Published: Sent to contacts when you have published a grade for a quiz.
• Coaching Session Scheduled: Sent to clients when they schedule a coaching session.
• Coaching Session Rescheduled: Sent to clients when they or the coach reschedules a coaching session.
• Coaching Session Canceled: Sent to clients when they or the coach cancels a coaching session.
• Coaching Session Reminder: Sent to clients when a coaching session is starting soon.

Customizing Your Email Templates with Liquid Objects

Liquid Objects allow you to personalize your email content dynamically, pulling specific data from your user database to create a more tailored experience.

How to Use Liquid Objects

1. Access the Settings tab from your Dashboard.
2. Navigate to Site Settings and select Email Templates.
3. Choose the Email Template you want to customize.
4. Scroll down to find the available Liquid Objects for that specific template.

Some common Liquid Objects include:

• {{username}}: Displays the user's name.
• {{site}}: Displays your site name.
• {{site_login_url}}: Directs users to the login page.

Using these Liquid Objects can significantly enhance the user experience by making the emails feel more personal.

Note: The {{username}} Liquid Object only works in the Member Welcome Email template.

Adding Your Brand Logo and Colors to Auto-Generated Email Templates

Building brand recognition is key to maintaining a consistent brand image. Here’s how you can add your logo and customize the color scheme in your automated emails:

Adding Your Logo to Automated Email Templates

To make sure your brand stands out in every email, start by adding your logo to all your automated email templates. Here’s how:

1. Open Settings in the bottom left corner of your Kajabi Dashboard.
2. Select Email Templates under your Site Settings.
3. Click Branding next to the Templates tab.
4. Follow the on-screen instructions to upload your logo file.
5. Click Save to keep and apply your changes.

By adding your logo, you establish a visual connection with your brand that customers will recognize over time. This is especially important for transactional emails, which are often overlooked as branding opportunities.

Customizing Your Email Template Button Colors

The buttons in your email templates are more than just functional—they’re a key part of your brand’s visual identity. Customizing the button colors to match your brand helps create a cohesive look and feel across all your communications.

Here’s how to customize the button colors in your automated email templates:

1. Open Settings in the bottom left corner of your Kajabi Dashboard.
2. Select Email Templates under your Site Settings.
3. Click Branding next to the Templates tab.
4. Click the Button color to select a color from your site color palette. If you prefer a custom color, use the color wheel to choose it.
5. Customize the Font color to complement your button color.
6. Click Save to keep and apply your changes.

Note: By default, the buttons in the auto-generated email templates are black with white font. Adjusting these colors to match your brand palette helps make the emails feel more connected to your overall brand experience.

Adding Buttons to Email Templates That Don’t Have Them

Most of your auto-generated email templates will already include a button, but a few templates might not. If you want to add a button to one of these templates, follow these steps:

1. Insert the following code where you want the button to appear:
   <a href="{{INSERT LIQUID OBJECT}}" class="btn btn-primary">INSERT BUTTON NAME</a>
2. Replace INSERT BUTTON NAME with the text you want displayed on the button (e.g., "Login").
3. Replace INSERT LIQUID OBJECT with the supported liquid object for your email template (e.g., site_login_url).

How to Find the Correct Liquid Objects: Each email template contains specific liquid objects that are compatible with that template. When you open an email template editor, you’ll see a list of available liquid objects at the bottom of the editor. Use only these listed liquid objects to ensure the button functions correctly.

Note: Adding a liquid object that isn’t compatible with the email template can result in a broken link, which leads to a poor user experience. It’s essential to double-check that you’re using the correct objects.

Customizing and Creating Liquid Objects for Personalized Marketing Emails

Liquid Objects are more than just placeholders; they allow you to insert dynamic content into your emails based on user data collected through forms.

Step-by-Step Guide to Creating a Custom Liquid Object

Step 1: Create a Custom Form Field

• Open the Marketing tab from the Dashboard.
• Click Forms.
• Click + New Form.
• Give your form an internal title and click Save.
• Under "Form Fields," select + Add Form Field, then Create a New Field.
• In the Title field, input the question you want to ask your page visitor.
• Under Type, choose the input method your contacts will use to answer the question (e.g., Checkbox, Select Box, Radio Buttons).
• Click Save to keep your changes.

Step 2: Add the Opt-In Form to a Page

To allow the Liquid Object to pull information from the data store, the form must be added to your site:

• Add your newly created Opt-in Form to your pages and funnels.

Step 3: Add the Liquid Object to Your Marketing Emails

Once the custom form field is created and added to a form, you can use the corresponding Liquid Object in your marketing emails:

• Open the Marketing tab from your Dashboard.
• Click Email Campaigns.
• Select + New Email Campaign and choose between an Email Broadcast or Email Sequence.
• Choose an Email Template, select your recipients, and click Save & Continue.
• Hover over your Email Content and click Edit content to open the Visual Editor.
• Hover over the email section you wish to edit and click Edit.
• In the Text Editor in the sidebar, locate a dropdown labeled "Personalize." Click the dropdown and choose a Liquid Object.
• Click Save to insert your Liquid Object and keep your changes.

Note: When a custom Liquid Object is placed into the Text body, it will appear in the format of {{ custom_1 }}, with the number ascending for each custom Form Field created in your site.

Step 4: Send

When your email is sent, your recipients will receive a personalized message based on the information they input into your Opt-In Form.

For example, if you’re teaching music lessons and ask which instrument the user wants to learn, their selection will be reflected in the email.

Empower Your Brand with Customized Email Templates on Kajabi

Customizing your Kajabi email templates is not just about aesthetics—it's about delivering a consistent and professional experience to your customers. Whether you're tweaking the content or adding personalized touches with Liquid Objects, every detail counts in building a stronger connection with your audience.

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