How to Segment Your Email List in Kajabi (Step-by-Step Tutorial)

If you’re sending the same email to your entire list, you’re likely leaving conversions on the table.

A segmented email list clicks more, buys more, and stays longer.

In this guide, you’ll learn exactly how to segment your email list in Kajabi using tags and automations — so you can send the right message to the right people at the right time.

If you haven’t started with Kajabi, use our link here!

 

Why Email Segmentation Matters

Email segmentation simply means organizing your subscribers into categories based on:

• What they downloaded
• What they purchased
• What links they clicked
• What they’re interested in

Instead of blasting your entire list with every promotion, you send targeted emails to people who have already shown interest.

That leads to:

• Higher click-through rates
• Higher conversions
• Lower unsubscribe rates
• Stronger long-term retention

If you’re using Kajabi’s built-in email marketing tools, segmentation is one of the easiest ways to improve performance without increasing workload.

Step 1: Create Tags in Kajabi

Tags are the foundation of segmentation in Kajabi.

To create them:

1. Go to Contacts
2. Click Manage Tags
3. Create categories based on your business

For example:

• Pricing
• Posing
• Lighting
• Beginner
• Advanced

Your categories should reflect your products and your audience’s interests.

The goal is clarity. If someone downloads a pricing resource, you should know they’re interested in pricing-related offers later.

You can learn more about Kajabi’s contact management features directly in Kajabi’s Help Center for additional platform specifics.

Step 2: Tag Subscribers Through Forms

One of the easiest ways to segment your list is through your opt-in forms.

Inside Kajabi:

1. Go to Marketing → Forms
2. Open your form
3. Add an automation
4. Choose: “When form is submitted → Add tag”

Now anyone who downloads a specific freebie will automatically receive the relevant tag.

Example:

• Free pricing guide → Tag: Pricing
• Lighting checklist → Tag: Lighting

This ensures segmentation happens automatically, not manually.

Step 3: Tag Buyers Based on Products

You can also tag subscribers when they purchase a product.

Inside your product settings:

1. Add an automation
2. Choose: “When product is purchased → Add tag”

This allows you to segment:

• Tiny offer buyers
• Course students
• Bundle customers
• Membership members

Now you can send targeted follow-up emails based on what someone already bought.

This is especially important for upsells and cross-sells.

Step 4: Tag Based on Email Link Clicks

This is where segmentation becomes powerful.

Inside a Kajabi broadcast email:

1. Insert your links
2. Add an automation
3. Choose: “When link is clicked → Add tag”

For example:

• “Click here to learn about pricing” → Tag: Pricing
• “Click here to learn about posing” → Tag: Posing

Now your subscribers are telling you what they’re interested in.

You’re not guessing. You’re responding to behavior.

Step 5: Send Targeted Emails to Custom Segments

Once tagging is set up, sending targeted emails is simple.

When creating a broadcast:

1. Go to Recipients
2. Select Custom Segment
3. Filter by tag (e.g., Tag = Pricing)

Now only subscribers with that tag receive the email.

Instead of promoting a pricing course to your entire list, you’re sending it only to people who have demonstrated interest in pricing.

That’s how segmentation increases conversions.

Best Practices for Kajabi Segmentation

Keep it clean. Avoid overcomplicating your tags.

A few guidelines:

• Don’t create unnecessary categories
• Keep naming consistent
• Review tags quarterly
• Align tags with your offers

Segmentation should support strategy, not create backend chaos.

If your tagging system becomes confusing, it stops being useful.

How Segmentation Fits Into a Bigger Funnel Strategy

Segmentation isn’t just about organization.

It’s about funnel architecture.

When your email system is aligned with your offers, you can:

• Nurture leads toward specific products
• Send smarter upsells
• Avoid over-emailing disinterested subscribers
• Build stronger long-term customer journeys

If you want a deeper look at building structured marketing funnels, you may also find this helpful:
https://katschmoyer.com/creating-a-marketing-funnel/

When to Get Support

If your Kajabi backend feels messy, your tags are inconsistent, or you’re unsure how to structure segmentation around your offers, it may be time to bring in support.

At KS Agency, we build:

• Funnel strategy
• Kajabi automations
• Email nurture sequences
• Segmented broadcast plans

If you’d rather have your system mapped and implemented strategically, you can learn more here:
https://katschmoyer.com/apply

You don’t need more emails.
You need smarter systems.

And segmentation is where that starts.