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3 Kajabi Automations You Haven’t Set Up (But Should If You Want More Revenue)

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3 Kajabi Automations You Haven’t Set Up (But Should If You Want More Revenue)

If you’re using Kajabi to sell courses or memberships and your automations stop at “deliver login details”… we need to talk.

Because Kajabi automations aren’t just about sending confirmation emails.

They’re about:

  • Recovering lost revenue

  • Increasing customer lifetime value

  • Protecting retention

  • Scaling without adding manual work

And most business owners? They’re barely scratching the surface.

At KS Agency, we build backend systems for scaling businesses every single week. And these are three Kajabi automations we consistently see missing — even in six-figure businesses.

Let’s fix that. And if you don’t already have a Kajabi account, you can sign up here!

 

KSA

The KSA Way – What our agency can do for you!

We are full service integrator agency for digital small businesses who are looking to scale and need a team of highly skilled integrators (that’s us!) who can help them reach their goals!

Some things we do on the daily:

  • Evergreen funnel audits + builds
  • Freebie funnel creation (copy, design, tech)
  • Showit & Squarespace Design
  • Sales pages + backend systems

Automation #1: Abandoned Cart Emails in Kajabi

Why This Matters

Imagine this:

Someone reads your sales page.
They click buy.
They get to checkout.
And then… life happens.

They get distracted.
They hesitate.
They forget.

That’s lost revenue sitting in your checkout.

If you don’t have abandoned cart emails turned on, you’re leaving money behind.

How to Set It Up

Inside Kajabi:

  1. Go to your Offer

  2. Click Settings

  3. Scroll down to Send Abandoned Cart Emails

  4. Toggle it ON

  5. Edit the reminder email template

Kajabi provides a default email template — but this is where execution matters.

Important Strategy Tip

If you toggle abandoned cart emails on globally, it may apply to multiple offers.

That means:

  • Don’t hyper-focus on one offer’s specific pain points.

  • Use dynamic liquid tags to personalize when possible.

  • Keep the message broad but compelling.

You can:

  • Update your signature

  • Match your brand tone

  • Reinforce urgency

  • Re-link directly to checkout

This automation alone can increase conversions without any additional traffic.

Execution > More leads.

Automation #2: Post-Purchase Upsell Sequences (Increase Lifetime Value)

Most people think selling ends at checkout.

Integrators know it starts there.

If someone purchases a low-ticket product, that tells you something about them.

Example:
If someone buys your printable quarterly calendar, they’re likely a planner.

So what complements that purchase?

  • A Trello system

  • An Asana template

  • A content planning workflow

This is how you increase customer lifetime value strategically.

How to Build This Kajabi Automation

Step 1: Tag Buyers

Inside your offer, set up an automation:

When Offer is Purchased → Add Tag (ex: Purchased Quarterly Calendar)

Step 2: Create an Email Sequence

Go to Email Campaigns and create a new sequence promoting your complementary offer.

Structure example:

  • Day 1: “If you loved this, you’ll love this too”

  • Day 3: Feature breakdown

  • Day 7: Reminder with social proof

Step 3: Trigger the Sequence

Set the trigger:

When Tag is Added → Subscribe to Email Sequence

Now every buyer automatically receives your upsell journey.

The Step Most People Miss

If they buy the upsell…

You must remove them from the sequence.

Otherwise, they’ll continue receiving promotional emails for something they already purchased.

Inside the email sequence, add automation:

When Tag (Purchased Upsell Product) is Added → Unsubscribe from Sequence

That’s clean backend logic.

That’s system thinking.

That’s Integrator work.

Automation #3: Engagement Rescue Automations (Protect Retention)

Selling a course isn’t enough.

Getting students to actually use it is what builds:

  • Testimonials

  • Retention

  • Loyalty

  • Referrals

Kajabi allows you to trigger automations based on inactivity.

This is wildly underused.

How to Set Up an Engagement Rescue Automation

Go to:

Automations → New Automation → Activity-Based Trigger

For example:

When a member has been inactive for 7 days → Subscribe to Engagement Email Sequence

Inside that sequence:

  • Remind them why they joined

  • Highlight a quick win

  • Encourage them to log back in

  • Remove overwhelm

For memberships, you might set:

Inactive for 30 days → Trigger Re-engagement Sequence

This protects retention.

And retention protects recurring revenue.

Why Kajabi Automations Are a Scaling Tool (Not Just a Feature)

Kajabi is powerful.

But power without strategy is just unused potential.

These automations:

  • Recover revenue without new traffic

  • Increase average order value

  • Improve lifetime value

  • Reduce churn

  • Strengthen customer relationships

You don’t scale by adding more content.

You scale by optimizing what already exists.

When to Bring in an Integrator

If reading this makes you realize:

“I didn’t even know half of this was possible.”

That’s okay.

You’re a Visionary.

You think in big ideas.

Integrators think in backend logic.

At KS Agency, we audit Kajabi ecosystems, optimize automations, and build scalable systems that protect your revenue long-term.

Because just because Kajabi can do it… doesn’t mean it’s set up strategically.

You dream it. We do it.

Read more helpful tips about Kajabi here!

 

Female business integrator typing on a computer
What is an integrator? (or sometimes replace with Define an integrator)

An integrator is the person who turns a business owner’s vision into action! In a small business, an integrator owns execution: managing systems, projects, timelines, and teams so ideas don’t stall out. They’re hands-on, implementation-focused, and responsible for making sure strategy actually gets done!

How do I set up abandoned cart emails in Kajabi?

Go to your Offer settings in Kajabi and toggle on “Send Abandoned Cart Emails.” From there, customize the email template and make sure it aligns with your brand voice before activating it.

Can Kajabi automations increase customer lifetime value?

Yes. By tagging buyers and triggering strategic upsell email sequences, you can automatically promote related offers and increase customer lifetime value without adding manual work.

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