Ultimate Guide to Kajabi Settings: Form Settings

Welcome to My Ultimate Guide on Kajabi Form Settings

Hello! I’m Maria Cristal, a Kajabi Expert and Online Business Strategist. If you’re building an online business with Kajabi, understanding the ins and outs of form settings is crucial for capturing leads, managing customer information, and automating workflows. In this comprehensive guide, I’ll walk you through everything you need to know about Kajabi’s Form Settings, from creation to customization, embedding, and automations.

My goal is simple: to help you master Kajabi forms so you can streamline your business operations and boost conversions. If you haven’t tried Kajabi yet, keep reading—I’ve got a special offer for you at the end of this post.

Why Are Kajabi Forms Essential for Your Online Business?

Forms in Kajabi are versatile tools that serve as the backbone of your lead generation efforts. They help you collect essential information from your audience, manage email sequences, grant offers, and much more. A well-optimized form can significantly increase your conversion rates, making it essential to set them up correctly from the start.

What is a Form?

In Kajabi, forms can be used for various purposes, including:

Subscribing someone to an email sequence
Granting an offer
Registering a person for an event
Segmenting subscribers based on the forms they have filled out

Adding a Form Block to your page will display the selected form, allowing you to capture essential information from your visitors and automate various actions.

How to Create and Build Your Form in Kajabi

Step 1: Create a New Form

To get started with creating a form:

Open the Marketing Tab: From your Kajabi Dashboard, navigate to the Marketing tab.
Click on Forms: Select "Forms" from the options available.
Add New Form: Click on the "+ Add New Form" button.
Title Your Form: Give your form a descriptive title that reflects its purpose. This title will help you easily identify the form later.
Save the Form: After titling your form, click "Save" to create it.

Tip: You can change the title of your form later by selecting the form and updating the "Title" field in the Form editor.

Step 2: Build Your Form

Now that you've created your form, it's time to customize it to meet your specific needs.

Double Opt-In: Enable double opt-in to ensure that your subscribers confirm their email addresses before they are added to your list. This helps improve the quality of your leads and ensures compliance with email marketing regulations.
Form Fields: Customize the fields in your form to gather the specific information you need. You can add fields for name, email, phone number, and other custom fields that are relevant to your business.
Automations: Automations allow you to set up actions that trigger when someone submits your form. For example, you can automatically grant an offer, subscribe them to an email sequence, register them for an event, or tag them for segmentation. Setting up these automations streamlines your workflow and helps you manage your contacts more efficiently.
After Submission Settings: Determine what happens after a form is submitted. You can send a notification to your team, pass the data to a third-party email provider, or redirect the contact to a custom thank you page. This ensures a seamless experience for your subscribers and keeps your team informed.

We will talk more in detail about each step further on this post.

Step 3: Share Your Form

Once your form is built and customized, it’s time to share it with your audience.

Add to Landing Pages: Integrate your form into your landing pages. Customize the text, colors, and messaging to align with your brand and the specific goal of the form.
Share Your Page: After embedding the form on your landing page, copy the link to share on your social platforms, email campaigns, and other marketing channels.

Example: Imagine you’ve created a lead magnet form for a free ebook. You can add this form to a dedicated landing page and then promote that page across your social media platforms, in your newsletters, or even directly within your Kajabi products.

And that’s how you can create, build, and share a Form in Kajabi! Mastering the form creation process will help you better connect with your audience, streamline your workflows, and ultimately grow your business.

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Customizing Form Fields

Kajabi allows you to manage and customize the fields used in your forms, giving you control over what information you collect from your audience. Here’s how you can manage both active and archived fields in your forms.

Managing Form Fields:

Active Fields: These are the fields currently used in your form. You can edit or remove fields such as Name, Email, Phone Number, Address, and more.
Archived Fields: If you no longer need a field but don’t want to delete it permanently, you can archive it. This helps keep your form clean and relevant without losing past data.

How to Add and Edit Fields on a Form

Customizing your form fields allows you to gather unique information that is relevant to your business goals. Here’s how you can add and edit fields in your Kajabi forms:

Open the Marketing Tab: From your Dashboard, navigate to the Marketing tab.
Select Forms: Choose an existing form to edit or create a new one.
Scroll to Form Fields: In the Form Editor, scroll down to the Form Fields section.
Add Form Field: Click on "Add Form Field" to insert a new field into your form. You can either select an existing field type or create a new one by clicking "Create A New Field."
Click Save: Once you’ve added the necessary fields, click Save to apply the changes.

When a form is submitted, the data collected through these fields will be saved in the submitter's Contacts Profile. You can view this data in your Contacts tab, allowing you to segment and target your audience more effectively.

Note: Kajabi allows you to create up to 50 custom form fields per site. If you reach this limit, you can archive or permanently delete fields to make space for new ones.

Editing Your Form Fields

Kajabi makes it easy to modify existing fields within your forms. Here’s what you can do in the Form Editor:

Edit Existing Fields: Click on an existing field to make changes. You can adjust the field type, label, and other settings.
Reorder Fields: Change the order of fields by clicking and holding the "=" icon next to the field title, then dragging it to your desired location.
Set Fields as Required: Choose whether a field should be mandatory by checking or unchecking the "Make this field required" option in the Field Editor.

Important: If you make a field required, it will be required in every form where that field is used. If you want the field to be required in some forms but optional in others, you’ll need to create two identical custom fields—one set as required and the other as optional.

Creating Different Types of Form Fields

Kajabi offers a variety of field types to suit different needs. Here are some of the most commonly used field types:

Text Field: Allows users to enter a short line of custom text.
Phone Field: Collects phone numbers from your users.
Email Field: Gathers email addresses, essential for any opt-in form.
Text Area Field: Enables users to enter more detailed information, ideal for open-ended questions.
Checkbox Field: Lets users select one or more options by checking boxes. This is great for yes/no questions or "select all that apply" scenarios.
Select Box Field: Provides a dropdown menu for users to choose from a list of options.
Radio Buttons Field: Allows users to select one option from a list.
Country Field: Lets users select their country from a dropdown menu.

These field types can be used in various combinations to create a form that perfectly aligns with your data collection needs.

Note: To fully customize the look and feel of your form, you’ll need to add your form to a page and adjust it using the Page Editor in Kajabi. You can learn how to add and customize a form on your page in another section of this guide.

Understanding Form Field Limits

Kajabi allows you to add up to 50 fields in a single form, which should be sufficient for most data collection needs. You can also create up to 50 custom fields on your site, allowing you to tailor your forms exactly to your requirements.

And that’s the maximum number of form fields you can add to a form!

How to Remove Custom Form Fields

Sometimes, you may need to remove a custom field from your forms. Removing a field can affect your contacts, form submissions, and any offers tied to that field, so it's important to do this carefully. Here’s how:

Archive Your Custom Form Field: If you’ve reached the maximum number of custom fields or no longer need a specific field, you can archive it:
- Open the Settings tab from your Dashboard.
- Click Form Settings.
- Locate the Custom Field you wish to remove and click the Archive icon.
- Confirm your action by clicking "Yes, archive."
Permanently Delete the Field: If you want to permanently delete a field, follow these steps:
- First, archive the field as described above.
- Navigate to the Archived tab.
- Click Delete next to the field you want to remove.
- Confirm your action by clicking "Yes, delete."

Warning: Deleting a field will erase any data captured by that field on your contacts, form submissions, and offer purchases. This action cannot be undone, so be sure you no longer need the data before proceeding.

And that’s how you can remove custom form fields!

How to Add a Form to Your Page in Kajabi

Adding forms to your Kajabi pages is a powerful way to grow your email list, segment your audience, and offer specific content or promotions. Whether you're using forms to subscribe people to an email sequence, register them for an event, or grant them access to a special offer, integrating forms into your Kajabi pages is essential for optimizing your business. Here’s a step-by-step guide to adding and customizing forms on your Kajabi pages.

Adding a Form Block to Your Page

Here’s how you can add a form to your Kajabi page:

Open the Website Tab: Navigate to the Website tab from your Kajabi Dashboard.
Select the Pages Tab: Click on the Pages tab to open the page editor.
Choose Your Page: Open the page editor for the page where you want to add the form or create a new section.
Add Content: In the sidebar, click on "Add Content."
Select Form: From the list of options, select "Form."
Choose Your Form: Your newly created Form Block will appear at the bottom of the section. Select your desired form from the dropdown menu to populate the block.
Save Your Changes: Don’t forget to click "Save" to apply your changes.

Tip: If you haven't created a form yet, you can learn how to build a form in Kajabi by following the steps outlined earlier in this guide.

Customizing Your Form Block

After adding the form block to your page, you can customize various elements to ensure it fits seamlessly with your website’s design and functionality.

Select the Form: You can choose the form you want to display by selecting it from the dropdown menu. If you need to create or edit a form, click "Edit Forms."
Thank You Page: Decide what happens after someone submits the form. You can:
- Redirect them to a landing page
- Redirect them to a checkout page
- Allow them to download a file
- Redirect them to a specific URL (Make sure to use the full URL, e.g., https://yourwebsite.com)
Note: If left blank, the default Thank You Page set up under the Website Design tab will be used. However, selecting a Thank You Page here will override the default settings.
Text Customization: You can customize the text that appears above the form fields. This is where you can change the message from something generic like "Join the Newsletter" to a more personalized call to action that resonates with your audience.
Disclaimer Text: Under GDPR, it’s essential to inform your visitors that their data will be stored and used by your company when they submit the form. Use the Disclaimer Text feature to add this information clearly and compliantly.
Input Label and Placeholder Text: You can choose to display placeholder text inside your form fields or display labels above each form field.
Inline Form Option: Check the "Make Form Inline" option to give the form a horizontal layout on larger devices.
Block Settings: Further customize the look and feel of your form block by adjusting:
- Button Settings: Customize the appearance of your form submission button, including text, background color, width, style, size, and radius.
- Background Settings: Adjust the background color or image to match your branding.
- Desktop and Mobile Layout: Ensure your form looks great on all devices by customizing the layout for both desktop and mobile views.
- Animations and Time Reveal: Add animations or set a delay for when the form appears to engage your visitors more effectively.

And that's how you can add a Form to your page in Kajabi! Mastering this process will allow you to engage your audience more effectively and drive conversions through strategic form placements on your website.

Embedding Forms on Your Kajabi Pages and External Websites

Kajabi makes it easy to spread your reach, build your list, and gain new subscribers by embedding your forms on virtually any page on the web. Once you’ve created your form, you’ll want to embed it on your site or other external pages to start collecting leads.

Go to the Marketing Tab: Open the Marketing tab.
Select Forms: Choose the form you want to embed.
Select Embed: Click on the Embed option at the top menu under the form title.
Customize and Copy Embed Code: Customize the settings as needed, then copy the embed code.
Paste the Embed Code: Paste this code onto the desired external page where you want the form to appear.
- If you are using the inline style, the location of this embed code will determine where the form is located on the page. Save and refresh the page.

Viewing Form Submissions in a Funnel
To see how many people have submitted the form in your funnel:

Open the Marketing Tab: Navigate to the Marketing tab.
Click Forms: Select the form used in the funnel.
Click Submissions: This will show you all the submissions for that form.

Embed Settings

You can customize the design and copy for the embedded form as desired. For instance, you can replace the default title ("Join the Newsletter") and subtitle for your form when embedding your form to an external page.

Form Title: Customize the form title.
Subtitle: Add a subtitle to provide more context.
Button Text: Change the text on the submission button.
Button Color: Choose a color for the button.
Background Color: Set a background color for the form.
Font Color: Choose a font color that aligns with your brand.

Embed Style

After customizing the form settings, you can select the form style. This setting will determine how the embedded form will be displayed on the web page:

Inline embeds are displayed within the web page.
Popup forms will be displayed as a popup on the page.

Popup Form Settings

If you choose the popup style, you can customize additional settings:

Loading Delay: Set how many seconds before the popup appears.
Frequency: Decide how many days should pass before the popup is shown to return visitors.

And that’s how you can embed a form on an external webpage!

Setting Up Opt-In Settings: Double Opt-In vs. Single Opt-In

Opt-in settings are crucial for ensuring that you are building a quality email list and complying with privacy regulations.

Single Opt-In vs. Double Opt-In

By default, Kajabi forms are set up as double opt-ins. However, you can switch to a single opt-in if you prefer to reduce the friction in your signup process. With single opt-in, new contacts are added to your list immediately after submitting the form, without needing to confirm their email.

How to Enable or Disable Double Opt-In:

Open the Marketing Tab: Go to the Marketing tab from your Dashboard.
Select Forms: Create a new form or edit an existing one.
Choose Opt-In Type: Select Double Opt-In (Recommended) to enable or Single Opt-In to disable.
Save Changes: Click Save to keep and apply your changes.

What is a Double Opt-In?

A double opt-in requires the user to confirm their subscription via email after completing the form. This extra step not only improves the quality of your leads but also helps protect your email deliverability by reducing the chances of your emails being marked as spam.

When a lead confirms they want to remain a contact on your list, it shows they are genuinely interested in your business and are much more likely to become customers. Additionally, Double Opt-In can help reduce the chances of your marketing emails being flagged as spam and can help you comply with laws like the GDPR.

By default, forms are set up as Double Opt-In. With a Double Opt-In form, your contacts will be added to your Contacts tab after confirming their desire to subscribe through the email received. If you choose to disable the Double Opt-In, new contacts will be added to your Contacts tab upon completion of the form, which is considered a Single Opt-In.

Customizing Your Double Opt-In Confirmation

Kajabi allows you to customize both the confirmation email and the confirmation page that users see after opting in.

To customize your Double Opt-In settings:

Open the Marketing tab from your Dashboard.
Select Forms.
Click the form you wish to edit or create a new form.
Select Double Opt-In (Recommended).
Then, enable your desired Additional Options settings:
- Custom Confirmation Email: You can craft a personalized email to encourage your subscribers to confirm their intent. If you don’t customize this, the default double opt-in email template will be used.
- Custom Confirmation Page: Instead of redirecting users to the default confirmation page, you can design a custom page that reflects your brand and messaging.

After selecting your desired settings, click Save to keep and apply your changes.

Default Double Opt-In Email

If you choose to send the default double opt-in email after a new contact submits a double opt-in form, they will receive the default double opt-in email template sent by your site.

Note: You can edit the default double opt-in email from the Email Templates section in your Settings tab.

And that’s how you can set up a form with Double Opt-In!

Protecting Your Forms with reCAPTCHA

One common challenge with online forms is spam submissions, which can clutter your list and reduce the effectiveness of your marketing efforts. Kajabi allows you to add reCAPTCHA to your single opt-in forms to help reduce spam.

How to Enable reCAPTCHA on Single Opt-In Forms:

Open the Marketing Tab: From your Dashboard, navigate to the Marketing tab.
Select Forms: Choose the form you want to protect with reCAPTCHA.
Enable reCAPTCHA: Look for the option to add reCAPTCHA to your single opt-in forms. Enable this feature to protect your forms from spambots.

When you enable reCAPTCHA, you agree to the Google reCAPTCHA Terms of Service and Privacy Policy. It's important to obtain the appropriate consent from your users before collecting their information.

Automating Your Workflow with Kajabi Forms

Automations are one of the most powerful features in Kajabi, allowing you to streamline your workflows and let your site handle repetitive tasks automatically. By setting up automations for your forms, you can trigger a variety of actions that will help you manage your offers, email sequences, events, and more—all with just a few clicks. In this section, I’ll walk you through how to set up automations in your forms to ensure your Kajabi site runs smoothly and efficiently.

Why Automations Are Important

Automations in Kajabi allow you to create seamless experiences for your users while reducing the manual work involved in managing your site. By automating tasks like granting offers, subscribing users to email sequences, or tagging contacts, you can focus more on creating content and less on managing day-to-day operations.

How to Use Automations in Forms

Setting up automations in your Kajabi forms is straightforward. Whether you're automating access to an offer or registering someone for an event, the process follows a simple, logical flow.

Step 1: Create an Automation in a Form

To start, you need to create an automation within your form. Here’s how:

Open the Marketing Tab: From your Dashboard, navigate to the Marketing tab.
Select Forms: Choose the form you want to add an automation to or create a new form.
Scroll to the Automations Section: Once in the form editor, scroll down to find the Automations section.

Step 2: Select Your Automation Type

In the Automations section, you can select the type of automation you want to set up. Here’s a breakdown of the different types available:

Offer Automations
- Grant an Offer: Automatically grant an offer to someone after they submit a form.
- Revoke an Offer: Revoke access to an offer after a form submission.
- Deactivate an Offer: Deactivate a user from an offer after they submit a form.
Email Sequence Automations
- Subscribe: Add a contact to an email sequence after they submit a form.
- Unsubscribe: Remove a contact from an email sequence after they submit a form.
Event Automations
- Register: Automatically register people for an event after they submit a form.
- Deregister: Deregister people from an event after they submit a form.
Tag Automations
- Add a Tag: Add a specific tag to a contact after the form is submitted. This helps in organizing and segmenting your contacts.
- Remove a Tag: Remove a specific tag from a contact after form submission.
Email Automations
- Send an Email: Create and send a transactional email immediately after the form is submitted. This is useful for sending quick confirmations or follow-ups.
Coupon Automations
- Send a Single-Use Coupon: Automatically email a single-use coupon code to the contact after they submit the form.

Once you select the type of automation, you’ll be prompted to choose specific details such as the offer to grant or the email sequence to subscribe to.

Customizing and Managing Tags in Automations

Tags are a powerful way to organize your contacts and can be extremely useful when combined with automations. Here’s a quick overview of how tags work in Kajabi:

What Are Tags? Tags help you categorize and manage your contacts. You can filter contacts, create segments, and even trigger specific email sequences based on tags.
How Many Tags Can I Create? Kajabi allows you to create up to 100 tags per site, giving you ample room to organize your audience.

By adding or removing tags through automations, you can ensure that your contacts are always in the right segment, making it easier to send targeted messages and offers.

Step 3: Save and Apply Your Automations

After setting up your desired automations, make sure to click Save to apply the changes. Your form will now automatically trigger these actions whenever a user submits it.

Best Practices for Using Form Automations

While automations can save you time and effort, it’s important to use them strategically:

Test Your Automations: Before going live, test each automation to ensure it functions as expected. This can prevent issues such as users not receiving offers or emails.
Keep Automations Simple: Start with basic automations and gradually add complexity as needed. This approach helps you maintain control and avoid potential conflicts.
Regularly Review and Update: As your business evolves, so should your automations. Regularly review your automations to ensure they align with your current goals.

And that’s how you can use Form Automations in Kajabi to streamline your workflows and enhance your user experience!

How to Trigger Automations in a Form Based on the Submitter's Response

Forms in Kajabi offer incredible flexibility, especially when you start using them to trigger automations based on the responses submitted. By customizing your forms with Checkbox, Select Box, or Radio Buttons, you can create powerful workflows that automatically perform actions like granting offers, subscribing users to email sequences, and more. In this section, I’ll guide you through the steps to set up these automations so you can optimize your Kajabi site.

Why Use a Form to Trigger Automations?

Using forms to trigger automations allows you to automate repetitive tasks based on the specific responses of your form submitters. This can be especially useful for:

Granting or revoking offers
Subscribing or unsubscribing from email sequences
Registering or deregistering for events
Adding or removing tags
Sending emails
Emailing single-use coupons

Note: Advanced automations require the Growth or Pro Plans on Kajabi. Click here to learn more about the different plans.

Trigger Automations with a Checkbox

One of the simplest ways to trigger an automation is through a checkbox. This field allows users to select an option, and based on their selection, you can trigger an action.

Step 1: Create a Checkbox

Open the Marketing Tab: From your Dashboard, go to the Marketing tab.
Select Forms: Create a new form or edit an existing one.
Add Form Field: Under Form Fields, click Add Form Field.
Create a New Field: Title your custom field and select Checkbox as the field type.
Save: Click Save and then Save again in the Form Editor.

Step 2: Customize Your Form Automation

Add Automation: Inside the Form Editor, click Add Automation.
Select Action: Choose the action you want to occur after the form is submitted from the Then dropdown menu.
Add Condition: Click the Add Condition button and select your custom Checkbox field in the Select filter dropdown.
Set the Condition: Enter 1 to trigger the automation if the box is checked, or 0 if it is not checked.
Save: Click Apply, then Save.

Trigger Automations with a Select Box

Select Boxes allow your users to choose a single response from a dropdown menu. Automations can be triggered based on the response selected.

Step 1: Create a Select Box

Open the Marketing Tab: Navigate to the Marketing tab.
Select Forms: Create a new form or edit an existing one.
Add Form Field: Click Add Form Field under Form Fields.
Create a New Field: Title your custom field and select Select Box as the field type.
Enter Options: Add your Select Box answer options.
Save: Click Save and then Save again in the Form Editor.

Step 2: Customize Your Form Automation

Add Automation: Inside the Form Editor, click Add Automation.
Select Action: Choose the action you want to occur after the form is submitted from the Then dropdown menu.
Add Condition: Click the Add Condition button and select your custom Select Box field in the Select filter dropdown.
Set the Condition: Select the desired Select Box answer option to trigger the automation.
Save: Click Apply, then Save.

Trigger Automations with Radio Buttons

Radio Buttons are perfect for when you want your users to select a single response from multiple options.

Step 1: Create Radio Buttons

Open the Marketing Tab: From your Dashboard, go to the Marketing tab.
Select Forms: Create a new form or edit an existing one.
Add Form Field: Click Add Form Field under Form Fields.
Create a New Field: Title your custom field and select Radio Buttons as the field type.
Enter Options: Add your Radio Button answer options.
Save: Click Save and then Save again in the Form Editor.

Step 2: Customize Your Form Automation

Add Automation: Inside the Form Editor, click Add Automation.
Select Action: Choose the action you want to occur after the form is submitted from the Then dropdown menu.
Add Condition: Click the Add Condition button and select your custom Radio Buttons field in the Select filter dropdown.
Set the Condition: Select the desired Radio Button answer option to trigger the automation.
Save: Click Apply, then Save.

And that’s how you can use responses to trigger form automations!

How to Send Email Sequences Based on Form Answers

One of the most powerful uses of forms in Kajabi is the ability to trigger email sequences based on the answers provided by your users. This allows you to send targeted, personalized email content that resonates with your audience, enhancing their experience and driving better engagement.

Creating Targeted Email Sequences Based on Form Submissions

Let’s dive into how you can set up your forms and automations to send tailored email sequences based on the responses users give in your forms.

Step 1: Create Email Sequences

Start by drafting and designing your email sequences. These should be personalized and branded to match the different responses you expect from your users.

Tip: Consider formulating the questions and answer choices you want to include in your form before creating your email sequences. This approach helps you craft targeted email content that aligns with the specific choices your users will make.

Step 2: Create a Custom Form Field

Open the Marketing Tab: From your Dashboard, navigate to the Marketing tab.
Select Forms: Create a new form or edit an existing one.
Create a New Field: Under Form Fields, click Create a New Field.
Choose Radio Buttons: Title your custom field and select Radio Buttons as the field type.
Enter Choices: Add the custom choices for your users to select from.
Make it Required: If necessary, check the option to make this field required.
Save: Click Save to keep your changes.

Step 3: Create Your Automation

Add Automation: Inside the Form Editor, click + Add Automation.
Select Action: Choose Subscribe to an email sequence from the Then dropdown menu.
Choose Sequence: Select the email sequence that corresponds with your first custom form field choice.
Add Condition: Click the Add Condition button and select the Title of your custom form field.
Set Condition: In the dropdown, choose the answer choice that corresponds with the email sequence.
Save: Click Apply, then Save.

Step 4: Share Your Form

Once you’ve set up your automated form and email sequences, it’s time to share your form. Connect it to your landing pages so users can easily submit their responses and automatically subscribe to the targeted email sequences you’ve created.

Tip: Test your automation by completing the form yourself. Make sure the first email in your sequence is set to send immediately (set to 0) so you can confirm everything is working as expected.

And that’s how you can send email sequences based on form responses!

Advanced Settings: Custom Confirmation Pages and Redirects

Custom confirmation pages and emails help you create a seamless user experience and reinforce your branding.

Customizing Confirmation Emails and Pages

After someone submits a form, you can send them a custom confirmation email or redirect them to a custom confirmation page.

To customize:

Go to Forms > Additional Options.
Enable Send custom confirmation email to add a personal touch.
Use Redirect contacts to custom confirmation page to guide them to a specific page.

How to Use the "After Submission" Settings in Kajabi Forms

When someone submits a form on your Kajabi site, what happens next? That’s where the "After Submission" settings come in. These settings allow you to automate what happens after a form is completed, making your workflow more efficient and providing a seamless experience for your visitors. Whether you want to notify your team, send contact data to a third-party email provider, or redirect to a custom thank you page, Kajabi has you covered.

Send a Notification to Your Team

After someone submits a form, you might want to notify your team immediately. Kajabi allows you to automatically send an email notification to one or more team members. Here’s how to set it up:

Open the Marketing Tab: From your Dashboard, select the Marketing tab.
Select Forms: Choose the form you want to edit or create a new one.
Enable Notifications: In the After Submission settings, check the box for "Send a notification to your team."
Enter Email Addresses: Add the email addresses of your team members. If you need to notify multiple people, enter an email, hit the tab button, and then enter the next email.
Save: Don’t forget to click Save to apply these changes.

This setup ensures that your team is promptly informed whenever someone submits a form, allowing them to follow up or take the next steps immediately.

Send the Contact to a Third-Party Email Provider

If you’re using an external email marketing service, you can send the data collected from your Kajabi form directly to your third-party provider. Before setting this up, make sure your Kajabi account is integrated with the provider. Here’s how:

Open the Marketing Tab: Navigate to the Marketing tab in your Dashboard.
Select Forms: Choose the form you want to edit or create a new one.
Enable Third-Party Integration: In the After Submission settings, check the box for "Send the contact to a third-party email provider."
Integration Setup: Make sure you have integrated your third-party email provider with Kajabi. Learn how to integrate Kajabi with third-party providers.
Save: Click Save to apply your settings.

This option is excellent for those who prefer managing their email lists or campaigns outside of Kajabi but still want to utilize Kajabi’s powerful forms.

Send the Contact to a Custom Thank You Page

A well-crafted thank you page can enhance user experience and drive further engagement. Instead of using the default thank you page, you can create a custom one that reflects your brand and message. Here’s how you can set it up:

Create Your Custom Thank You Page:
- Open the Website Tab: From your Dashboard, click on the Website tab.
- Select Pages: Go to the Pages section.
- Create New Landing Page: Click the + New Landing Page button at the top right corner.
- Choose a Template: Pick a template, such as a Thank You template, and click Get Started.
- Customize Your Page: Enter your Page Title, which will reflect in the URL and the visitor's browser tab, and then customize your thank you page as desired.
- Save: Click Create to generate your page.
Connect Your Thank You Page to Your Form:
- Open the Marketing Tab: Go back to the Marketing tab in your Dashboard.
- Select Forms: Choose the form you want to edit or create a new one.
- Enable Custom Thank You Page: In the After Submission settings, check the box for "Send the contact to a custom thank you page."
- Select Your Page: Choose your newly created thank you page from the dropdown menu.
- Save: Click Save to apply your changes.

Note: If you customize a Form block in your Pages to redirect submitters to a specific thank you page, it will override the After Submission settings. If both are left blank, the default thank you page under the Website Design tab will be used.

How to Autofill Forms by Passing Submission Data to the Thank You Page

If you want to create a seamless experience for your users, you can autofill a second form using the data they submitted in the first form. This is particularly useful when you want to collect more information gradually without overwhelming the user. Here's how to do it:

What Does the "Pass Submission Data to the Thank You Page" Setting Do?

The "Pass submission data to the thank you page" feature allows you to display the data submitted in the first form (like name and email) on the thank you page and use it to autofill a second form. However, to display this data, you’ll need some custom coding.

Step 1: Enable "Pass Submission Data"

Open the Marketing Tab: From the Dashboard, select the Marketing tab.
Select Forms: Choose the first form your users will complete.
After Submission Settings: Enable "Send the contact to a custom thank you page." Your custom thank you page will be the second page containing the second form.
Enable "Pass Submission Data": Check the box to enable this feature.
Save: Click Save to apply your changes.

Step 2: Add Custom Code to Your Page

Adding custom code to your page allows the submitted data (name and email) to be passed to the second form.

Copy the Custom Code:

javascript

<script> const queryString = window.location.search; const urlParams = new URLSearchParams(queryString); const nameParam = urlParams.get('name'); const emailParam = urlParams.get('email'); var name = nameParam; var email = emailParam; var x = document.getElementById("form_submission_name"); x.value = name; var y = document.getElementById("form_submission_email"); y.value = email; </script>
Add the Code to Kajabi Pages:
- Open the Website Tab: From your Dashboard, click on the Website tab.
- Select Pages: Choose the second page containing the form you want autofilled.
- Add Custom Code: In the page editor, go to Settings > Custom Code and paste the JavaScript code.
- Save: Click Save to apply your changes.

And that’s how you can autofill Forms by passing submission data!

By leveraging these After Submission settings, you can create a more personalized and efficient user experience on your Kajabi site. Whether it's notifying your team, redirecting to a custom thank you page, or even autofilling forms, these options provide you with the tools to streamline your processes and enhance engagement.

How to View and Export Form Submissions in Kajabi

When you're working with forms in Kajabi, keeping track of your submissions is crucial for understanding your audience and managing your contacts effectively. In this section, I'll walk you through how to view and export form submissions so you can make the most of the data you collect.

Viewing Form Submissions

Form submissions in Kajabi capture the information entered by your visitors when they fill out a form on your site. This can include anything from their name and email to more detailed responses depending on how you've customized your form. Here’s how you can view those submissions:

Viewing Submissions in the Form Tab

Open the Marketing Tab: Start by navigating to the Marketing tab from your Kajabi Dashboard.
Select Forms: Click on "Forms" to view all the forms you’ve created.
Choose Your Form: Select the form you wish to view.
Click on Submissions: Under the form title, click on "Submissions" to see all the contacts who have submitted that form, including any duplicate entries.

This view gives you a comprehensive list of all submissions related to that specific form, including any multiple submissions by the same contact.

Viewing Submissions in the Contacts Tab

Open the Contacts Tab: Navigate to the Contacts tab from your Dashboard.
Apply Filters: Click on "Filters" and select the following:
- Category: Choose "Forms."
- Conditional: Set it to "Submitted."
- Value: Select the specific form title you want to filter by.
Click Apply Filters: This will show you all contacts who have submitted the selected form, filtered for easier management.

This view is particularly useful if you’re looking to see how many unique contacts have submitted a form, without the noise of duplicates.

Exporting Form Submissions

Once you’ve gathered your form submissions, you might want to export this data for further analysis, sharing with your team, or importing into another system. Kajabi allows you to export this information easily.

How to Export Information from a Form

Open the Marketing Tab: From your Dashboard, go to the Marketing tab.
Select Forms: Click on "Forms" and choose the form from which you want to export data.
View Submissions: Click on "Submissions" under the form title.
Export Data: In the top right corner, click "Export."

After you export, the information will be sent to your email as a CSV file. This file will include details such as the time the form was submitted, the submitter’s name, email, the landing page they were on, and the landing page's ID number.

Pro Tip: Make sure to regularly export and review your form submissions, especially if you're running multiple campaigns or launches. This not only helps in keeping your data organized but also in analyzing trends and improving your marketing strategies.

And that’s how you can view and export form submissions in Kajabi! By keeping a close eye on your form submissions, you’ll be better equipped to manage your contacts, refine your strategies, and ultimately grow your business.

How to Grant Access to an Offer After a Form Submission

One of the most powerful features Kajabi offers is the ability to automate actions based on form submissions. This can be incredibly useful when you want to grant access to a product or service immediately after someone fills out a form on your site. Here, I'll walk you through the step-by-step process of setting up an automation that grants access to an Offer after a user submits a form.

Step-by-Step Guide to Granting Access to an Offer

Open the Marketing Tab: From your Kajabi Dashboard, navigate to the Marketing tab. This is where all your forms and automations live.
Click on Forms: Select “Forms” to see a list of all your existing forms. If you don’t have the form yet, you can create a new one by clicking on "+ Add New Form."
Select or Create a Form: Choose the form you want to work with. If you’re creating a new form, remember to give it a title that clearly reflects its purpose.
Scroll to Automations: Once you’re in the form editor, scroll down to the bottom of the page where you’ll find the Automations section.
Add an Automation: Click on the "+ Add Automation" button to start creating your automation.
Choose ‘Grant an Offer’: In the THEN dropdown, select "Grant an Offer." This action will automatically grant the offer you specify to anyone who submits the form.
Select the Offer: Choose the specific offer you want to grant from the dropdown menu that appears.
Save Your Changes: Click "Save" to ensure that your automation is active and will run whenever the form is submitted.

And that’s it! You've successfully set up an automation that grants access to an offer after someone submits a form on your Kajabi site.

How to Use an Opt-In Form to Grant Access to a Video

Using an opt-in form to give access to free video content is a highly effective strategy to grow your contacts list organically. This method not only attracts new leads but also engages your audience by offering them valuable content in exchange for their contact information. Below, I'll guide you step-by-step on how to set up an opt-in form that grants access to a video on your Kajabi site.

Step 1: Create a New Landing Page

First, you'll need to create a dedicated landing page where your video will be hosted. Here's how:

Open the Website Tab: From your Kajabi Dashboard, navigate to the "Website" tab.
Select Landing Pages: Click on the "Landing Pages" tab to start creating your new page.
Create a New Landing Page: Click on the "+ New Landing Page" button. You’ll see various templates to choose from.
Choose a Template: Select a template that suits your needs. For this example, I recommend using the "Danke" template, which is a simple thank-you page layout that works perfectly for hosting video content.
Title Your Page: After selecting your template, give your page a title that reflects its purpose, like "Exclusive Video Access."
Create the Page: Click "Create" to generate your new landing page.

If you prefer to create a standard website page instead of a landing page, you can follow the instructions here.

Step 2: Add a Video to Your Page

Now that your landing page is set up, it’s time to add the video:

Add a Video Section: In the sidebar editor of your landing page, click "Add Section" and select "Video" from the options.
Upload Your Video: Click "Add Video" in the newly created section. Hover over the video block and click "Edit." In the "Video Actions" dropdown menu, select "Upload a New File" to upload your video.
Select a Thumbnail Image: After uploading your video, upload an image to use as the video thumbnail. This image will be what users see before they play the video.

For additional customization options for your page, you can explore more detailed instructions here.

Step 3: Create a Form That Leads to the Video Page

Next, you’ll set up the opt-in form that users will need to fill out to access your video:

Open the Marketing Tab: Go back to your Dashboard and open the "Marketing" tab.
Create a New Form: Select "Forms" and click "New Form." Give your form a title, like "Video Access Opt-In," and click "Save."
Customize the Form Fields and Automations: Edit the form fields to gather the necessary information from your users. Set up any automations you want to trigger upon form submission, such as adding users to an email sequence.
Redirect to the Video Page: Check the box labeled "Send the contact to a custom thank you page" and select the landing page you just created from the dropdown menu. This will redirect users to the video page after they submit the form.
Save Your Form: Click "Save" to apply these changes.

Step 4: Add Your Form to a Page

Finally, you need to place your opt-in form on a page where your audience can easily find it:

Choose Your Page: Decide where you want to add your form—this could be your homepage, a sales page, or any other page that gets significant traffic.
Add the Form: Follow the steps to add a form to your chosen page.
Test the Flow: Before going live, it’s crucial to test the entire process. Fill out the form yourself and ensure that you’re redirected to the video page as expected.

Why This Works

By using an opt-in form to gate your video content, you’re creating a win-win situation. Your audience gains access to valuable content, and you grow your email list with interested leads. This method not only builds your list but also sets the stage for future engagement through email sequences and other marketing efforts.

Tip for Better Conversions: Make sure your video content is valuable enough that visitors will want to exchange their email addresses for it. Highlight the benefits of the video in your opt-in form to increase conversions.

How to Fix White or Invisible Text on Your Form

If you've noticed that the text in your Kajabi form is white or invisible when users try to enter their information, you're not alone. This issue can be frustrating for both you and your users, but fortunately, it's easy to fix. Let me guide you through the steps to make sure your form's text is always visible.

What Does White or Invisible Text on a Form Look Like?

White or invisible text occurs when users type into a form field, but the text isn't visible because it matches the background color, often due to a default white font on a white background. You can confirm this issue by highlighting the form text field with your cursor after typing. If the text suddenly becomes visible, it's a clear sign that the font color needs to be adjusted.

Step 1: Change the Body Font Color Settings on Your Page

The simplest way to fix this issue is by adjusting the body font color settings on your page. Here’s how you can do that:

Navigate to the Website Tab: From your Kajabi Dashboard, click on the "Website" tab.
Select Pages: Choose either the "Website" or "Landing" tab to find the page where your form is located.
Open the Page Editor: Click on the title of your page to open the editor.
Go to the Settings Tab: In the page editor, click on the "Settings" tab.
Access the Style Guide: Select the "Style Guide" option.
Change the Body Font Color: Look for the "Fonts Colors" section and select the "Body Font Color" option. Choose a color other than white to ensure that your text is visible.
Save Your Changes: Click "Save" to apply the new settings.

Note: If you're using the Premier template, the settings might be labeled differently. In this case, you'll need to adjust the "Typography" settings and change the "Font Color."

Step 2: Use Custom Code to Change Only the Text Color of Your Form

If you prefer to keep the overall body font color as it is and only want to change the text color in the form fields, you can do this by adding custom CSS code. Here's how:

Open the Page Editor: Navigate to the "Website" tab and select "Pages." Find your page and open it in the editor.
Access Custom Code: In the page editor, go to the "Settings" tab and select "Custom Code."
Add CSS Code: Scroll down to the "CSS Code" text box and paste the following code snippet:

.form-control {
color: #000000;
}
input#form_submission_name.form-control {
color: #000000;
}
input#form_submission_email.form-control {
color: #000000;
}

The code above sets the text color in the form fields to black. If you prefer a different color, replace #000000 with the hex code of your choice.
Save Your Changes: After pasting the code, click "Save" to apply it.

Warning: Custom code can expose your site to vulnerabilities, so always use trusted code and tools like VirusTotal or Snyk to scan for potential issues.

Note: If you're using the Premier template, you'll need access to the code editor to add this snippet to the overrides.scss file located in the Assets directory.

By following these steps, you can ensure that the text in your Kajabi forms is always visible, providing a better user experience and preventing potential confusion for your audience. Remember, keeping your forms user-friendly is crucial for maximizing conversions and growing your email list.

For more helpful tips on using Kajabi and optimizing your digital business, be sure to explore the rest of my blog. And if you haven’t already, consider signing up for Kajabi through my affiliate link to get exclusive bonuses and support from me as you build your online presence.

What Happens When You Delete a Form in Kajabi?

Deleting a form from your Kajabi site is a significant action that cannot be undone, so it's essential to understand the implications before proceeding. Whether you're cleaning up old forms or reorganizing your site, here's what you need to know about what happens when you remove a form.

How to Delete a Form

If you've decided that a form is no longer needed, follow these steps to permanently delete it:

Open the Marketing Tab: From your Dashboard, navigate to the "Marketing" tab.
Click on Forms: This will take you to a list of all the forms you've created on your site.
Select the Form You Want to Delete: Click on the form you'd like to remove.
Access the More Actions Menu: In the top-right corner of the Form Editor, click the three dots (…).
Choose Delete: Confirm your decision by clicking "Delete" in the pop-up modal.

Once you confirm, the form will be permanently removed from your site.

What Happens to Contacts Who Submitted the Form?

When you delete a form, any contacts who previously submitted that form will remain in your Contacts tab. However, it's important to note that:

Lifecycle Tab: The event related to the form submission will no longer appear in the contact's Lifecycle tab. This means you won't be able to track the form submission as part of their interaction history on your site.

What About Tags Created from Form Submissions?

If you set up an automation that applies tags when a form is submitted, those tags will remain on the contact's profile even after the form is deleted. This is helpful if you want to keep the tags for segmentation or future marketing efforts.

For example:

Before Deletion: A contact submits the form and a tag is applied, marking them for a specific email sequence or offer.
After Deletion: The tag remains intact on their profile, even though the form is no longer available on your site.

Key Considerations Before Deleting a Form

Before you delete any form, consider the following:

Data Integrity: Ensure that you no longer need to reference the form submissions in your contact’s history.
Tag Usage: If you rely on tags for segmentation or automations, double-check that the tags will remain useful even without the form.
Automations: Review any automations linked to the form. Once the form is deleted, those automations will no longer trigger.

By understanding these aspects, you can make informed decisions about managing your forms in Kajabi without losing valuable contact data or disrupting your marketing workflows.

Adding an Opt-In to Your Kajabi Assessment

In Kajabi, you can seamlessly integrate an opt-in form with your assessments to help grow your email list. Whether you're using assessments as standardized tests, surveys, or quizzes within your courses or on your landing pages, the built-in opt-in functionality can be a powerful tool for list building.

What is an Assessment in Kajabi?

An assessment in Kajabi is essentially a quiz or survey that you can include on your landing pages. It's a great way to engage your audience, collect valuable information, and encourage them to opt into your email list.

Note: If you've been using Kajabi for a while, you might remember the old Assessment feature inside of courses. That feature has been replaced with the more advanced Quizzes feature, but you can still add assessments to your web pages.

How the Opt-In Works with Assessments

When someone completes an assessment on your landing page, Kajabi automatically prompts them to subscribe to your email list. The opt-in form that appears at the end of the assessment collects their name and email address.

Important: The opt-in form displayed at the end of the assessment is generated by default and cannot be customized. This means that while you can control what happens after someone opts in, the form itself will always follow the same basic design.

Steps to Include an Assessment with an Opt-In on Your Page

Here's how you can set up an assessment with an opt-in form on your Kajabi landing page:

Create Your Assessment:
- Navigate to the "Products" tab on your Dashboard.
- Click on "Assessments" and then "Create New Assessment."
- Design your assessment by adding questions, setting answer options, and determining scoring if needed.
- Save your assessment.
Add the Assessment to a Landing Page:
- Open the "Website" tab from your Dashboard and click "Pages."
- Choose the landing page where you want to add your assessment or create a new landing page.
- In the page editor, click "Add Section" and select "Assessment."
- Choose the assessment you created from the dropdown menu.
- Customize the section as needed (e.g., background color, fonts, etc.).
- Save your changes.
Preview the Visitor Experience:
- Open an incognito window or a separate browser to test your assessment.
- Complete the assessment to see the opt-in form that appears at the end.

Why Use an Opt-In with Assessments?

Including an opt-in form at the end of your assessment is an excellent way to build your email list with engaged leads. Since these visitors have already interacted with your content, they’re more likely to be interested in what you have to offer. This makes them high-quality leads for your email marketing campaigns.

Pro Tip: After someone opts in through an assessment, consider sending them a follow-up email sequence that relates to the topic of the assessment. This can further nurture your relationship with them and increase conversions.

Final Thoughts

Integrating an opt-in with your assessments on Kajabi is a simple yet effective strategy for list building. By offering valuable content through your assessments and capturing contact information with the opt-in form, you can steadily grow your email list and turn casual visitors into engaged subscribers.

Mastering Kajabi Forms for Your Business Success

Mastering the use of forms in Kajabi is key to growing your online business. By understanding how to create, customize, and automate forms, you can significantly improve your lead generation and conversion rates.

If you haven’t given Kajabi a try yet, I’ve got something special just for you. Instead of the regular 14-day free trial, you can enjoy an extended 30-day trial by using my affiliate link. By signing up through my link, you'll also receive my exclusive Kajabi Kickstart course as a gift from me. When you continue using Kajabi as a paying user through my link, email me your receipt, and I’ll book a 1:1 strategy success session to help you scale your business while using Kajabi. Sign up now at mariataveras.com/Kajabi.

Ready to take the next step in launching your course? Join my 7-day Create & Launch Your Course Challenge at mariataveras.com/challenge.

And if you need personalized help from me as an expert, schedule a call with me and my team at calendly.com/solusync.

By following this guide, you're on your way to mastering Kajabi forms and setting up your business for success. Happy creating!

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Ultimate Guide to Kajabi Settings: Form Settings