The Ultimate Guide to Kajabi Settings: Third-Party Integrations

Running an online business requires various tools and platforms to work together seamlessly. Whether you need to manage payments, automate your email marketing, or track your website's analytics, integrating third-party services with Kajabi can make your life easier and your business more efficient. In this guide, I'll take you through the different third-party integrations available in Kajabi and show you exactly how to set them up step-by-step. My aim is to help you automate as much of your business as possible, freeing you up to focus on what truly matters—building and scaling your online empire.

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Understanding Third-Party Integrations in Kajabi

Third-party integrations allow you to connect other platforms and services directly to your Kajabi site, making it easier to manage various aspects of your online business. These integrations include payment processors, email marketing services, analytics tools, and more. By setting these up correctly, you can automate processes that would otherwise require manual effort, thereby saving time and reducing the risk of errors.

Payment Integrations

Payment integrations are essential for processing transactions on your Kajabi site. Kajabi supports two major payment gateways: Stripe and PayPal. These integrations allow you to accept payments from customers easily and securely.

How to Connect Stripe with Kajabi for Seamless Payment Processing

One of the crucial steps in setting up your online business on Kajabi is integrating a reliable payment provider. Stripe is an excellent option that allows you to accept credit cards, manage payments, and get paid—all directly within Kajabi. In this section, I’ll walk you through how to connect Stripe to your Kajabi site, ensuring you can start accepting payments without a hitch.

Why Choose Stripe?

Stripe is a global payment processing platform that operates in over 34 countries. It’s designed to handle all the technical, fraud prevention, and banking infrastructure needed to manage online payments. Whether you’re selling a single product or managing a subscription-based service, Stripe is equipped to handle it all.

Step 1: Connecting Stripe to Kajabi

To begin accepting payments via Stripe on your Kajabi site, follow these steps:

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, open the Settings tab.
   • Click on Third Party Integrations.

2. Initiate Stripe Connection:

   • Select the Connect option next to Stripe to start the integration process.

3. Set Up Your Stripe Account:

   • If you already have a Stripe account, log in using your credentials. If not, Kajabi will guide you through creating a new Stripe account.
   • If you receive an error stating your Stripe account is connected to another site, you’ll need to create a new sub-account within your existing Stripe account. This is a common scenario if you’re running multiple businesses.

4. Finalizing the Integration:

   • Once you’ve logged into Stripe, select the account you wish to connect to Kajabi.
   • Complete the setup by clicking Connect. If prompted, enter your Stripe password or a verification code sent via SMS.
   • After a successful connection, the Connect button will change to View, confirming that your Stripe account is now linked with Kajabi.

Important Considerations When Using Stripe with Kajabi

There are a few key points to keep in mind when connecting Stripe to your Kajabi site:

• Payment Plans and Subscriptions: Once you’ve connected Stripe (or PayPal), Kajabi allows you to offer payment plans and subscriptions. However, if you ever need to disconnect Stripe or switch to a different account, it’s important to note that existing subscriptions and payment plans will be affected. This could disrupt payments, so it’s best to ensure that you connect the correct Stripe account from the start.

• Account Ownership: Only the account owner in Kajabi can connect Stripe. If you’re an account user, you’ll need to reach out to the account owner for this step.

• Multiple Stripe Accounts: If you’re managing multiple businesses, Stripe allows you to create and manage multiple accounts under the same email address. This flexibility lets you keep your transactions organized across different ventures. Here’s a helpful guide on managing multiple Stripe accounts.

Detaching Stripe from Kajabi

In case you ever need to disconnect Stripe from Kajabi, here’s what you need to know:

1. Open Stripe Details:

   • From the Settings tab in your Kajabi Dashboard, select Third Party Integrations.
   • Click on View Details under the Stripe section.

2. Detach the Integration:

   • Click Detach Stripe Integration and confirm your action.

Note: Detaching Stripe means that no new payments will be processed through this account, though you’ll still be able to manage existing transactions, refunds, and automations within Kajabi. However, I strongly recommend avoiding revoking access via the Stripe Dashboard as it can sever the connection between Stripe and Kajabi, leading to potential complications in managing your payments.

Final Thoughts

Setting up Stripe on Kajabi is a straightforward process that ensures you can accept payments efficiently and securely. Once connected, your payment processing is streamlined, allowing you to focus more on growing your business and less on managing transactions.

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How to Connect PayPal to Kajabi for Secure Payment Processing

Integrating PayPal with Kajabi is essential for offering your customers a secure and reliable payment option. PayPal is widely trusted for its data encryption and anti-fraud technology, which significantly reduces the risk of online fraud. In this section, I’ll guide you through the process of connecting PayPal to your Kajabi site, so you can start accepting payments smoothly.

Why Use PayPal?

PayPal is a well-known service that enables you to send and receive payments over the internet. It's used by millions of businesses worldwide due to its robust security features and ease of use. Whether your customers prefer using credit cards or their PayPal balance, this integration makes it possible for you to accommodate their needs.

Step 1: Connecting PayPal to Kajabi

Here’s how you can connect your PayPal account to your Kajabi site:

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, open the Settings tab.
   • Click on Third Party Integrations under the Site Settings section.

2. Initiate PayPal Connection:

   • Click Connect next to PayPal to start the connection process.
   • You’ll be guided through the steps to log in to your PayPal account and confirm the connection.

3. Complete the Connection:

   • Once the connection is successful, you’ll receive a confirmation email. If there’s an issue, Kajabi will notify you on the Payment Integration page.

If the connection fails for any reason, you can simply repeat the process to try again.

Managing PayPal Receipts

When a customer purchases an offer through PayPal, they’ll automatically receive a digital receipt in the email inbox associated with their PayPal account. If they check out as a guest, the receipt will be sent to the email address they provided during checkout.

Switching PayPal Accounts

If you ever need to switch to a different PayPal account, Kajabi makes it easy:

1. Detaching PayPal:
   • To detach your PayPal account from Kajabi, sign in to your PayPal account.
   • Go to Account Settings and navigate to Account Access.
   • Click Change next to "Log in with PayPal," and then delete the option tied to Kajabi.

Note: If you’re using the latest version of PayPal, you can manually disconnect your account from Kajabi. If your PayPal account isn’t upgraded, there are several important factors to consider before detaching it:

• Refunds and Subscriptions: Detaching PayPal will stop refunds from being processed and disconnect any subscription-based offers from Kajabi.
• Coupon Functionality: Coupons created in Kajabi will no longer function properly once PayPal is detached.
• Affiliate Tracking: Purchases made through affiliates won’t be tracked after detaching PayPal.
• Payment Records: All payment records and analytics will no longer be visible in Kajabi.

If you’re unsure whether your PayPal account needs to be upgraded, follow the steps in the next section.

How to Upgrade Your PayPal Account

Upgrading your PayPal account ensures you continue accepting payments without interruption and provides better security and support.

Here’s how to upgrade:

1. Log into Kajabi:

   • Open the Settings tab from your Dashboard.
   • Click on Third Party Integrations.

2. Upgrade PayPal:

   • Next to PayPal, click Upgrade.
   • Log into your PayPal account using your PayPal credentials.
   • Follow the on-screen instructions to complete the upgrade.

Why Upgrade? Upgrading your PayPal account will improve your experience in accepting payments, provide better security, and ensure that Kajabi’s support team can assist you more effectively.

Final Thoughts

Integrating PayPal with Kajabi is a crucial step in offering your customers a secure and reliable payment method. Whether you’re selling products or subscriptions, this setup ensures smooth transactions and helps you build trust with your audience.

Email Marketing Integrations

Email marketing is a crucial component of online business, allowing you to nurture leads, engage with your audience, and convert them into paying customers. Kajabi offers seamless integration with several popular email marketing platforms, making it easy to manage your email lists and campaigns.

How to Integrate AWeber with Kajabi: A Step-by-Step Guide

One of the essential components of running a successful online business is effective email marketing. AWeber is a popular email marketing service provider that helps you stay connected with your mailing list subscribers. If you're using Kajabi to manage your online business, integrating it with AWeber allows you to automatically add contacts to your AWeber list whenever someone submits a form on your Kajabi site. This automation ensures that your email list is always up to date, saving you time and effort.

Here's how to integrate AWeber with Kajabi:

Step 1: Activate AWeber Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, navigate to the Settings tab.

2. Select Third Party Integrations:

   • In the Settings menu, click on Third Party Integrations.

3. Connect to AWeber:

   • Find AWeber in the list of available integrations and click the Connect button.
   • You will be prompted to sign in to your AWeber account. Enter your login details to allow Kajabi access.

4. Verify Connection:

   • After allowing access, you’ll be redirected back to Kajabi’s Integrations page. Here, you’ll see a few new fields under your AWeber integration, confirming that your account is now properly linked to Kajabi.

Step 2: Set Up Your AWeber List

1. Log in to AWeber:

   • Once your AWeber account is connected to Kajabi, log in to your AWeber account.

2. Create a New List:

   • In AWeber, go to List Options in the left-hand menu.
   • Create a new list or use an existing one that you want to link with your Kajabi forms.

3. Copy the List ID:

   • Once your list is set up, copy the List ID. This ID is crucial for connecting your AWeber list with a Kajabi form.

Step 3: Link AWeber to a Kajabi Form

1. Create or Edit a Kajabi Form:

   • In your Kajabi admin panel, go to the Marketing tab and click Forms.
   • Create a new form or edit an existing one that you want to integrate with AWeber.

2. Connect the Form to AWeber:

   • In the form settings, check the box next to "Send the contact to a third party email provider".
   • From the dropdown, select AWeber as the provider.
   • Paste the List ID that you copied from AWeber into the designated field.

3. Save Your Settings:

   • Click Save at the bottom of the page. Your Kajabi form is now linked to your AWeber list, and any new form submissions will automatically be added to your AWeber contacts.

How to Integrate Mailchimp with Kajabi: A Step-by-Step Guide

Email marketing is a powerful tool for building and maintaining relationships with your audience. If you're using Mailchimp for your email marketing, integrating it with Kajabi can simplify your workflow by automatically adding contacts to your Mailchimp list whenever someone submits a form on your Kajabi site.

Here’s how to connect Mailchimp with Kajabi:

Step 1: Activate Mailchimp Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, go to the Settings tab.

2. Select Third Party Integrations:

   • In the Settings menu, click on Third Party Integrations.

3. Turn On the Mailchimp Integration:

   • Find Mailchimp in the list and toggle it on.
   • To complete the connection, you’ll need to obtain an API Key from your Mailchimp account.

4. Obtain and Enter API Key:

   • Log in to your Mailchimp account.
   • Navigate to Account > Extras > API Keys.
   • Copy the API Key and paste it into the appropriate field in Kajabi.
   • Click Save to finalize the integration.

Step 2: Set Up Your Mailchimp List

1. Create a List in Mailchimp:

   • Log in to Mailchimp and create a new list (or choose an existing one) that you want to connect with Kajabi.
   • If you need help finding your audience ID (List ID), you can refer to Mailchimp's Help Documentation.

2. Copy the List ID:

   • Once your list is ready, copy the List ID from Mailchimp. This ID is necessary to link your Mailchimp list with a Kajabi form.

Step 3: Link Mailchimp to a Kajabi Form

1. Create or Edit a Kajabi Form:

   • In your Kajabi admin panel, go to the Marketing tab and click Forms.
   • Create a new form or edit an existing one that you want to link to Mailchimp.

2. Connect the Form to Mailchimp:

   • In the form settings, check the box next to "Send the contact to a third party email provider".
   • From the dropdown menu, select Mailchimp as the provider.
   • Paste the List ID that you copied from Mailchimp into the designated field.

3. Save Your Settings:

   • Click Save at the bottom of the page. Now, any submissions through that Kajabi form will be automatically added to your Mailchimp list.

Managing Your Mailchimp Lists After Integration

Once you’ve set up the integration, Kajabi will handle sending contact information from form submissions directly to your designated Mailchimp list. This integration applies to opt-ins and offer purchases made through your Kajabi site.

Important Notes:

• If a customer cancels their subscription or you manually unsubscribe them in Kajabi, they won’t be automatically removed from your Mailchimp list. You’ll need to manage these contacts directly within your Mailchimp account.
• If you want to send a customer’s information to Mailchimp after they purchase an offer, ensure you’ve configured your settings properly in Kajabi’s After Purchase Settings. Keep in mind that if an offer is granted (not purchased), the customer’s information will not be sent to Mailchimp automatically.

How to Integrate Drip with Kajabi: A Step-by-Step Guide

Building strong relationships with your customers is crucial for any online business. Drip is an ecommerce CRM that helps you do just that by allowing you to manage and grow personal, profitable relationships at scale. If you're using Kajabi to run your online business, integrating it with Drip can automate the process of adding new subscribers to your Drip email lists whenever someone fills out a form on your Kajabi site.

Here’s how you can connect Drip with Kajabi:

Step 1: Activate Drip Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, go to the Settings tab.

2. Select Third Party Integrations:

   • In the Settings menu, click on Third Party Integrations.

3. Enable Drip Integration:

   • Find Drip in the list of available integrations and toggle it on to activate the connection.

Step 2: Configure Drip Integration

1. Obtain API Key and Account ID:

   • To configure Drip, you'll need to enter your Drip API Key and Account ID.

2. Enter API Key and Account ID in Kajabi:

   • Once you've obtained these credentials, enter them into the integration settings in Kajabi.

3. Save Your Configuration:

   • After entering your API Key and Account ID, click Save to finalize the integration.

Step 3: Connect Drip to a Kajabi Form

1. Create or Edit a Kajabi Form:

   • In your Kajabi admin panel, navigate to the Marketing tab and click Forms.
   • Create a new form or edit an existing one that you want to link to Drip.

2. Associate the Form with Drip:

   • In the form settings, go to the After Submission section and check the box next to "Send the contact to a third-party email provider".
   • From the dropdown menu, select Drip as the email provider.

3. Optional: Add Tags:

   • You can also add specific tags to your opt-ins. This feature allows you to segment your audience more effectively within Drip, sending your opt-ins to a particular list or sequence.

4. Save Your Settings:

   • Click Save at the bottom of the page. Now, any form submissions on Kajabi will be sent directly to your Drip account, automatically adding them to your selected list.

Why This Integration Matters: By integrating Drip with Kajabi, you can automate your email marketing efforts, ensuring that every contact from your Kajabi forms is seamlessly added to your Drip lists. This integration is particularly useful for ecommerce businesses looking to scale their customer relationships without manually updating subscriber lists.

How to Integrate ConvertKit with Kajabi: A Step-by-Step Guide

ConvertKit is a powerful email marketing service that's ideal for running campaigns, tagging subscribers, setting up automations, and sending follow-up messages. If you’re using Kajabi to manage your online business, integrating ConvertKit can streamline your email marketing efforts by automatically adding contacts to your ConvertKit lists whenever someone submits a form on your Kajabi site.

Here’s how you can connect ConvertKit with Kajabi:

Step 1: Activate ConvertKit Integration in Kajabi

1. Get Your API Key from ConvertKit:

   • Log in to your ConvertKit account.
   • Navigate to Account Settings.
   • Copy the API Key provided in your account.

2. Activate the ConvertKit Integration in Kajabi:

   • Go to the Settings tab in your Kajabi Dashboard.
   • Select Third Party Integrations.
   • Toggle on the ConvertKit integration.
   • Paste the API Key from ConvertKit into the appropriate field in Kajabi.
   • Click Save to finalize the integration.

Step 2: Connect a Kajabi Form to ConvertKit

1. Create or Edit a Form in ConvertKit:

   • In your ConvertKit account, create a new form or use an existing one.
   • Copy the Form ID from the URL of the form page.

2. Connect the Form to Kajabi:

   • In your Kajabi admin panel, go to the Marketing tab and click Forms.
   • Create a new form or edit an existing one that you want to link to ConvertKit.
   • Check the box next to "Send the contact to a third party email provider".
   • From the dropdown, select ConvertKit as the provider.
   • Paste the Form ID that you copied from ConvertKit into the designated field.

3. Save Your Settings:

   • Click Save at the top right of the page. Now, any submissions through that Kajabi form will be added directly to your ConvertKit form.

Managing Double Opt-In Settings

If you’re using double opt-in on both ConvertKit and Kajabi, you might end up sending duplicate confirmation emails to your subscribers. To avoid this:

• Disable Double Opt-In in Kajabi:

  • In your Kajabi form settings, make sure double opt-in is disabled to prevent duplicates.

• Enable or Disable Double Opt-In in ConvertKit:

  • You can choose to enable or disable double opt-in in ConvertKit depending on how you want to manage your list.

To adjust these settings:

1. In Kajabi:

   • Go to the Marketing tab and select Forms.
   • Create a new form or edit an existing one.
   • Select either Double Opt-In (Recommended) to enable or Single Opt-In to disable.
   • Configure any additional opt-in settings as needed.
   • Click Save to apply your changes.

2. In ConvertKit:

   • Manage the opt-in settings directly in your ConvertKit form to match your preferences.

Why This Integration Matters: By integrating ConvertKit with Kajabi, you automate your email marketing, ensuring that every contact from your Kajabi forms is added to your ConvertKit lists. This integration is key for keeping your email campaigns efficient and organized, helping you nurture your audience and drive more conversions.

How to Integrate ActiveCampaign with Kajabi: A Step-by-Step Guide

ActiveCampaign is a robust platform that combines email marketing, marketing automation, sales automation, and CRM functionalities, making it ideal for small to mid-sized businesses. By integrating ActiveCampaign with Kajabi, you can automate the process of adding contacts to your ActiveCampaign lists whenever someone submits a form on your Kajabi site. This integration helps you streamline your marketing efforts and ensures that your email campaigns are always up-to-date.

Here’s how you can connect ActiveCampaign with Kajabi:

Step 1: Activate ActiveCampaign Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, navigate to the Settings tab.

2. Select Third Party Integrations:

   • In the Settings menu, click on Third Party Integrations.

3. Enable ActiveCampaign Integration:

   • Find ActiveCampaign in the list and toggle it on.
   • You’ll be prompted to enter your API URL and API Key.

4. Obtain Your API URL and API Key:

   • Log in to your ActiveCampaign account.
   • Click on the Settings tab at the bottom left of the dashboard.
   • Select the Developer section.
   • Copy the API URL and API Key provided there.

5. Enter API Credentials in Kajabi:

   • Paste the API URL and API Key into the corresponding fields in Kajabi.
   • Click Save to finalize the integration.

Step 2: Set Up a List in ActiveCampaign

1. Create a List in ActiveCampaign:
   • Log in to ActiveCampaign and go to the Lists tab.
   • Click Add New List to create a new list that you want to connect with your Kajabi forms.
   • After creating the list, copy the List ID from the URL (for example, if the URL ends with “/list/1”, then “1” is your List ID).

Step 3: Connect a Kajabi Form to ActiveCampaign

1. Create or Edit a Kajabi Form:

   • In your Kajabi admin panel, go to the Marketing tab and click Forms.
   • Create a new form or edit an existing one that you want to link to ActiveCampaign.

2. Link the Form to ActiveCampaign:

   • In the form settings, check the box next to "Send the contact to a third party email provider".
   • From the dropdown menu, select ActiveCampaign as the email provider.
   • Paste the List ID that you copied from ActiveCampaign into the designated field.

3. Save Your Settings:

   • Click Save at the top right of the page. Now, any submissions through that Kajabi form will be added directly to your ActiveCampaign list.

Important Considerations

• Managing Contact Subscriptions: If a contact chooses not to subscribe to your email marketing or if a Double Opt-in Form is completed without confirmation, they might appear in your Kajabi Contacts tab but not in ActiveCampaign. This typically happens when a purchase is made without opting into your email marketing.

• Sending Information After an Offer Purchase: If you want to send customer information to ActiveCampaign after an offer is purchased, ensure that your After Purchase Settings in Kajabi are configured correctly. Keep in mind that if an offer is granted (not purchased), the customer’s information won’t be sent to your third-party email provider automatically.

Analytics Integrations

Analytics are crucial for understanding your audience, tracking the effectiveness of your campaigns, and making data-driven decisions. Kajabi supports integrations with several analytics platforms, including Google Analytics, Segment, and Meta Pixel.

How to Connect Google Analytics with Kajabi: A Comprehensive Guide

Understanding your website's performance and your audience's behavior is crucial for the success of your online business. Google Analytics is a powerful tool that provides you with valuable insights into where your traffic is coming from, what your visitors are doing on your site, and how effective your marketing campaigns are. By integrating Google Analytics with Kajabi, you can take your data tracking to the next level and make more informed decisions to grow your business.

Step 1: Activate Google Analytics Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, navigate to the Settings tab.

2. Select Third Party Integrations:

   • In the Settings menu, click on Third Party Integrations.

3. Enable Google Analytics Integration:

   • Find Google Analytics in the list and toggle it on.

4. Set Up Google Analytics:

   • Follow the prompts to connect your Google Analytics account to Kajabi.

Step 2: Adding Google Tag Manager to Your Site

Google Tag Manager (GTM) is a tag management system that allows you to easily manage and deploy marketing tags (snippets of code) on your website without having to modify the code. Using GTM with Google Analytics gives you even more control and flexibility over what data you collect and how you use it.

1. Create a Google Tag Manager Account:

   • First, head over to Google Tag Manager and create an account.

2. Copy Your GTM Code:

   • After creating your account, you’ll be given a unique code to install GTM on your site. This code comes in two parts: one for the <head> section and one for the <body> section of your site.

3. Add GTM Code to Your Kajabi Site:

   • Navigate to your Kajabi Dashboard.
   • Click on Settings and select Site Details.
   • In the Page Scripts section, paste the first snippet of GTM code into the Header Page Scripts.
   • Save your changes.

4. Add GTM Code to Specific Pages:

   • If you want to add GTM code to specific pages, especially if your site is using the Encore Template, you can do so without accessing the code editor:
     • Open the page editor for the desired page.
     • Click + Add Section and select Custom Code.
     • Paste the second snippet of GTM code into the Code field.
     • Save your changes.

5. For Legacy Premier Template Pages:

   • If your site uses the older Premier template, you’ll need to use the code editor to insert your GTM code snippets into the <head> and <body> sections of the page’s index.liquid file.

Understanding GA4 and How to Integrate It with Kajabi

Google Analytics 4 (GA4) is the latest version of Google Analytics, offering advanced tracking capabilities that go beyond what Universal Analytics provided. GA4 focuses on event-based data collection, which gives you a more comprehensive understanding of the customer journey across multiple devices and platforms.

1. Set Up GA4 in Google Analytics:

   • Log in to your Google Analytics account and navigate to the Admin section.
   • Create a new GA4 property or upgrade your existing Universal Analytics property to GA4.

2. Copy Your GA4 Tag:

   • In the Property column, click Data Streams and select the data stream for which you need the ID.
   • Copy the GA4 tag ID, which starts with "G-".

3. Enter GA4 Tag into Kajabi:

   • Return to your Kajabi Dashboard.
   • Go to Settings, then Third Party Integrations.
   • Toggle on the Google Analytics integration and paste your GA4 tag ID into the Google Analytics ID field.
   • Click Save to apply your changes.

Creating UTM Parameters for Better Tracking

To make the most out of Google Analytics, you can create UTM parameters for your URLs. UTM parameters are tags you add to a URL that help you track the performance of campaigns and content in Google Analytics.

1. Use Google’s URL Builder:

   • Head to Google’s URL Builder to generate custom campaign parameters for your URLs.
   • Fill out the fields to track the source, medium, campaign, and other details.

2. Analyze Your Data in Google Analytics:

   • Once your UTM-tagged links are being clicked, you can see how each campaign is performing in Google Analytics under the Acquisition section.

Why This Integration Matters: Connecting Google Analytics and Google Tag Manager with Kajabi allows you to gain deeper insights into your site’s performance and user behavior. This knowledge is critical for optimizing your marketing efforts and improving your conversion rates.

How to Integrate Segment with Kajabi: A Step-by-Step Guide

Understanding your customers' behavior on your site is crucial for optimizing your marketing strategies and improving your overall business performance. Segment is an API that allows you to collect customer data and send it to hundreds of tools for analytics, marketing, and data warehousing. By integrating Segment with Kajabi, you can easily track key customer actions and use that data to make informed decisions.

What Can You Track with Segment on Kajabi?

With Segment integrated into your Kajabi site, you can track a variety of customer actions, including:

• Viewed Blog
• Viewed Blog Post
• Viewed Categories
• Viewed Category
• Viewed Landing Page
• Viewed Lesson
• Viewed Product
• Viewed Sales Page

These insights help you understand how your customers interact with your content, which can guide your marketing and content strategies.

Step 1: Activate Segment Integration in Kajabi

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, navigate to the Settings tab.

2. Select Third-Party Integrations:

   • In the Settings menu, click on Third-Party Integrations.

3. Enable Segment Integration:

   • Find Segment in the list and toggle it on. This will activate the Segment integration for your Kajabi site.

Step 2: Configure Segment Integration

1. Set Up a New Segment Project:

   • For each Kajabi site you want to track, you need to create a new Segment Project (Legacy Source).

2. Obtain Your API Key:

   • In Segment, navigate to the Sources tab.
   • Select your Source.
   • Click on the Settings tab and then click API Keys.
   • Copy the "Write Key" provided.

3. Enter API Key in Kajabi:

   • Return to your Kajabi Dashboard.
   • In the Segment integration settings, paste the "Write Key" into the API Key field.
   • Click Save to finalize the integration.

Once this is set up, your Kajabi site will begin tracking the selected customer actions, sending that data to Segment for further analysis or integration with other tools.

How to Integrate Meta (Facebook) Pixel with Kajabi: A Step-by-Step Guide

As a digital business owner, tracking your website visitors' actions is essential for understanding the effectiveness of your marketing efforts. Meta (formerly Facebook) Pixel is a powerful analytics tool that helps you measure the success of your ads by tracking what visitors do on your site. By integrating Meta Pixel with Kajabi, you can gain valuable insights and optimize your campaigns for better conversions.

Step 1: Creating Your Meta Pixel

Before you can integrate Meta Pixel with Kajabi, you'll need to create a Pixel in your Meta Business account:

1. Log into Meta Business:

   • Head over to your Meta Business account (or create one if you haven’t already).

2. Access Events Manager:

   • In the left sidebar, click on Events Manager.

3. Connect Data Sources:

   • Select + Connect Data Sources from the sidebar, choose Web, and then click Connect.

4. Create Your Pixel:

   • Enter a name for your Pixel and click Create Pixel. Input your site URL to check eligibility for partner integration, then click Next.

5. Choose Integration Option:

   • Select the option to connect your website with both Conversions API and Meta Pixel.

6. Generate Your Access Token:

   • Follow the prompts to set up manually and generate your Access Token, which is necessary for connecting Kajabi to Meta’s Conversions API.

For more details on setting up Meta Pixel, you can explore Meta’s Conversions API and other resources provided by Meta.

Step 2: Integrating Meta Pixel with Kajabi

Once you've created your Pixel and generated the Access Token, it’s time to connect everything to your Kajabi site:

1. Access Kajabi Settings:

   • From your Kajabi Dashboard, click on Settings at the bottom left corner.

2. Enable Meta Pixel:

   • Select Third Party Integrations and scroll down to Facebook Pixel. Toggle it on.

3. Add Your Pixel ID and Access Token:

   • Enter your Pixel ID in the corresponding field and paste the Access Token you generated earlier.

4. Save Your Settings:

   • Click Save to apply your changes.

After completing these steps, your Meta Pixel will start tracking visitor actions on your Kajabi site. To ensure everything is set up correctly, you can use Meta’s Pixel Helper extension for Chrome or test your Pixel using the Test Events tool in Meta Events Manager.

Understanding Meta Pixel Events

Meta Pixel tracks various actions—called "Events"—that visitors take on your website. These Events help you understand how users interact with your site and which actions are most valuable for your business. Some key Events you can track include:

• Lead: Triggered when a visitor submits their information, indicating potential interest in your business.
• Initiate Checkout: Triggered when a visitor starts the checkout process.
• Purchase: Triggered when a visitor completes a purchase.
• View Content: Triggered when a visitor views a specific page on your site.

To get the most out of your Pixel, I recommend setting up custom events that align with your specific business goals. You can find more about setting up and using Meta Pixel Events in Meta’s Best Practices for Pixel Setup.

Meta Pixel Enhancements with Kajabi

As privacy laws evolve, and operating systems update their privacy settings, these changes can impact how Meta receives and processes event data from tracking tools like Meta Pixel. To ensure continued accurate tracking, Kajabi has introduced Meta’s Conversions API integration.

The Conversions API allows Kajabi to send critical Events, such as leads and purchases, directly to Meta—bypassing the browser and ensuring that data is transmitted even when browser events are blocked. This is crucial for maintaining accurate ad performance data in Meta Ads Manager.

To set up the Conversions API with Kajabi, follow the same steps as the basic Pixel setup, but make sure to use the Access Token generated during the Pixel creation process.

For more detailed information on how the Conversions API works, you can check out Meta’s Conversions API Guide.

Verifying Your Domain with Meta

Verifying your domain with Meta is a necessary step to ensure that you control how your content appears on Meta platforms. Domain verification is required to implement tools like Meta Pixel. Here’s how you can verify your domain:

1. Choose a Verification Method:

   • Meta provides three different methods to verify your domain. For Kajabi users, methods 1 and 3 are the most applicable.

2. Implement Verification Method:

   • If you choose to use method 3, you can copy and paste the meta tag provided by Meta into the header of your site’s Page Scripts.

3. Connect a Custom Domain:

   • To verify your domain with Meta, you must have a custom domain connected to your Kajabi site. Unfortunately, verification won’t work with just your Kajabi subdomain (e.g., yoursubdomain.mykajabi.com).

For a detailed guide on domain verification, visit Meta’s Domain Verification Documentation.

Why This Matters: Integrating Meta Pixel with Kajabi allows you to track user behavior more effectively and optimize your ad campaigns based on real data. This not only helps you improve conversions but also ensures that your marketing efforts are targeted and efficient.

Miscellaneous Integrations: Zapier & ClickFunnels

Zapier is a powerful automation tool that connects Kajabi to over 500 apps, allowing you to automate tasks that aren't natively supported by Kajabi. ClickFunnels, on the other hand, can be integrated with Kajabi to manage your sales funnels while delivering products through Kajabi.

Integrating Kajabi with Zapier for Enhanced Automation

One of the powerful ways to extend the functionality of your Kajabi site is by integrating it with Zapier. This connection allows you to automate processes by linking Kajabi with over 500 third-party applications, enabling you to streamline tasks and workflows without needing to code. In this section, I’ll walk you through how to set up both outbound and inbound integrations using Zapier with Kajabi.

Why Use Zapier with Kajabi?

Zapier acts as a bridge between Kajabi and other apps you may already be using for your business. Whether it's syncing contact data, automating email sequences, or triggering specific actions based on user behavior, Zapier makes it all possible. This integration can save you time and ensure your processes are running smoothly in the background, allowing you to focus on creating content and growing your business.

Note: Webhooks, which are used to facilitate these integrations, are only available for Kajabi Heroes on the Growth and Pro subscription plans.

Outbound Integrations: Sending Data from Kajabi to Other Apps

Outbound integrations allow you to send data from Kajabi to another application when a specific action occurs on your site. For instance, you might want to send contact information to a CRM every time someone submits a form on your Kajabi site.

Step 1: Preparation Before you start setting up your Zapier integration, make sure you have at least one instance of the action you want to automate. For example, if you’re integrating form submissions, ensure you have a form submitted on your site to provide sample data for testing.

Step 2: Connect Kajabi to Zapier To connect Kajabi to a third-party app via Zapier:

1. Create a Zap: Start by creating a new Zap in Zapier and setting Kajabi as the trigger app.
2. Choose a Trigger: Select the trigger event in Kajabi. You can choose from:
   • New Purchase: Triggered when a user makes a purchase.
   • New Form Submission: Triggered when a user submits a form.
   • Assessment Completed: Triggered when an assessment is completed.
3. Connect Kajabi: You’ll need to connect your Kajabi account by entering your API Key and Secret, which can be found in your Account Settings in Kajabi.
4. Set Up the Action: After the trigger is set, select the app you want to connect Kajabi with, and configure the action that should be performed when the trigger occurs.
5. Test the Connection: Run a test to ensure everything is working as expected, and then activate your Zap.

Tip: If you can’t pull sample data during the setup, it’s okay to skip the test. You can always preview the data later.

Inbound Integrations: Sending Data to Kajabi from Other Apps

Inbound integrations allow you to trigger actions on Kajabi based on data received from another application. For example, you could automatically grant access to a course in Kajabi when a payment is processed through another platform.

Step 1: Set Up Your Third-Party Trigger

1. Choose the Trigger App: Select the app that will trigger the Zap.
2. Configure the Trigger: Choose the event in the third-party app that will initiate the Zap, such as a successful payment or form submission.
3. Connect the App: Link your third-party app account to Zapier.
4. Test the Trigger: Make sure the trigger is pulling in the correct data by running a test.

Step 2: Set Kajabi as the Action App

1. Choose Kajabi as the Action App: Select Kajabi and then choose the action that should happen when the trigger event occurs.
   • Grant Access to an Offer: Automatically grant a new or existing customer access to a product or course.
   • Revoke Access to an Offer: Revoke a customer’s access to a product or course.
   • Create Form Submission: Automatically populate a Kajabi form with data from the third-party app.
2. Connect Kajabi: Enter your Kajabi API Key and Secret to link your account.
3. Map the Data: Ensure the required fields like name, email, and external user ID are correctly mapped to the incoming data.
4. Activate Your Zap: After testing to confirm everything is set up correctly, turn on your Zap.

Troubleshooting Zapier with Kajabi

While Zapier is generally straightforward to use, you might encounter some common errors:

• Invalid Data: Ensure the email address or other data fields used in the Zap are valid and correctly formatted.
• Missing Fields: Double-check that all required fields, like name and email, are included in the Zap.
• Duplicate Errors: If you see errors like "Offer has already been granted," it means the action has already been performed for that user. Adjust your Zap to prevent duplicates.
• Data Retrieval Issues: If Zapier can’t pull sample data, try clearing your browser cache or using a different browser.

Integrating Kajabi with ClickFunnels: A Step-by-Step Guide

If you’re using ClickFunnels to capture leads, showcase value through sales pages, and process payments, integrating it with Kajabi can be a powerful way to deliver your products or courses. With this integration, ClickFunnels handles the sales and lead generation, while Kajabi manages the product delivery and customer experience.

Why Integrate ClickFunnels with Kajabi?

By integrating ClickFunnels with Kajabi, you can leverage the strengths of both platforms. ClickFunnels excels at building high-converting sales funnels, while Kajabi is robust in delivering digital products and managing customer relationships. This integration ensures that once a purchase is made in ClickFunnels, the customer’s information is automatically sent to Kajabi, creating a contact and granting access to the purchased Offer.

Key Points to Consider:

• Financial information remains in ClickFunnels.
• Kajabi handles product delivery and customer management.

Step 1: Setting Up the Integration

To start the integration process, follow these steps:

1. Open ClickFunnels and Build a Funnel:

   • Log in to your ClickFunnels dashboard.
   • Click on “Build a Funnel.”
   • Choose a funnel goal. For this guide, select “Sell Your Product.”
   • Select your funnel type (any type that results in a sale).
   • Name your funnel and click “Build Funnel.”

2. Configure Your Funnel:

   • Within your ClickFunnels dashboard, set up the pages in your funnel by selecting the appropriate templates for your needs.

3. Add the Kajabi Integration:

   • Go to the “Integrations” tab in the ClickFunnels Account Settings dropdown menu.
   • Click “Add New Integration.”
   • Search for and select “Kajabi.”
   • You’ll need your Kajabi API Key to create the integration. To find it:
     • Open your Kajabi dashboard.
     • Go to the “Settings” tab, then to “Third Party Integrations.”
     • Scroll down to “ClickFunnels” and copy the API Key and API Secret.
   • Return to ClickFunnels, paste the API Key and Secret in the appropriate fields, and click “Add Integration.”

Step 2: Connecting Your Kajabi Offer to Your ClickFunnels Funnel

After setting up the integration, you’ll need to link your Kajabi Offers to your ClickFunnels funnel:

1. Open Your Funnel in ClickFunnels:

   • Navigate to the “Products” tab within your funnel.
   • Click “Add Product.”

2. Enter Product Information:

   • Fill out the required product details in the Settings menu.

3. Enable Integration:

   • Under the “Customership” tab, toggle on the switch to use an Integration.
   • Select the Kajabi integration you previously created.
   • Click “Save and Next.”

4. Finalize the Setup:

   • Your funnel is now connected to Kajabi. When a customer makes a purchase through your ClickFunnels funnel, their information will be sent to Kajabi, where they’ll automatically be granted access to the purchased Offer.

What Happens After the Purchase?

Once a purchase is completed through your ClickFunnels funnel, the following occurs:

• Customer Welcome Email: Kajabi sends a Welcome Email to new customers, providing them with login information to access their purchased Offer.
• Access to Products: The customer can log in to Kajabi using the link in the Welcome Email and start using the product they purchased.

Important Considerations:

• The Customer Welcome Email is only sent to new customers. If an existing customer purchases an Offer through ClickFunnels, they won’t receive this email.
• If the Offer is granted manually (rather than purchased), the email won’t be triggered.

Tip: You can create an Automation within your Offer in Kajabi to send an email when an Offer is granted, ensuring all customers receive the necessary information.

Setting Up Webhooks with Kajabi

Webhooks are another powerful way to integrate Kajabi with third-party applications. They allow you to send real-time data from Kajabi to other platforms when specific events occur, such as a new purchase or form submission.

To set up a webhook in Kajabi:

1. Go to the Settings tab in your Kajabi dashboard.
2. Select “Third Party Integrations.”
3. Create a new webhook by specifying the event and the URL of the receiving application.

This ensures that your integrations are automated and seamless, further enhancing your workflow between Kajabi and other tools like ClickFunnels.

Maximize Your Kajabi Experience with Third-Party Integrations

Third-party integrations in Kajabi are powerful tools that can help you streamline your business operations, automate processes, and ultimately scale your business more efficiently. Whether you're managing payments, automating email marketing, or tracking analytics, these integrations will save you time and allow you to focus on what really matters—growing your business.

• Ready to take your Kajabi site to the next level? Join my 7-day Create & Launch Your Course Challenge at mariataveras.com/challenge to get started on your journey to launching a successful online course.
• Need personalized help with setting up your Kajabi integrations or overall business strategy? Schedule a call with me and my team at calendly.com/solusync, and let’s make your online business thrive!