Kajabi setup

Connect your Kajabi site so buyers from Plandalf checkouts end up in Kajabi. When someone pays, a sequence can find or create them as a Kajabi contact and apply your tags, so you can segment them in Kajabi.

Note. What the Kajabi steps do today The Kajabi steps create contacts and apply existing tags. They don’t grant a Kajabi offer, so they don’t give course access on their own, and they can’t create new tags. There are no Kajabi triggers yet.

Before you start

• A Kajabi plan that includes the Public API. The current Pro plan includes it. Older Pro plans need Kajabi’s Public API add-on.
• Owner or Subowner access to the Kajabi account, to create API credentials.
• The tags you want to apply, already created in Kajabi.

Get your Kajabi credentials

Plandalf needs three values from Kajabi: a Client ID, a Client Secret and your Site ID.

1. Open the Public API settings

   In your Kajabi dashboard, go to Settings and open Public API, under Account Settings.

2. Create a key

   Click Create User API Key. Name it “Plandalf”, choose the account user, and give it permission to read and edit contacts and to read tags. Click Create.

3. Copy the client ID and secret

   Copy the client ID and client secret Kajabi shows for the key. These are not the API key and secret Kajabi gives you for Zapier.

4. Find your Site ID

   While signed in to Kajabi, look at the address bar. Your Site ID is the number after /admin/sites/.

Connect Kajabi to Plandalf

1. Find Kajabi in the Marketplace

   In Plandalf, open Automation in the sidebar and choose the Marketplace tab. Find Kajabi under Available now and click Connect.

2. Enter the three values

   In the Connect Kajabi window, keep or change the Integration name. Paste the Client ID, Client Secret and Site ID, then click Connect.

3. Check the result

   Plandalf signs in to Kajabi straight away. When you see Kajabi connected, choose Build an automation or Not now.

Steps you can add

Find or Create Contact

Finds a Kajabi contact by email, or creates one.

• Email Address (required), usually {{trigger.customer_email}}.
• Contact Name: the full name, used when the contact is created. Usually {{trigger.customer_name}}.

The step returns the contact’s contact_id and whether it was found or created. New contacts are created as subscribed to your Kajabi emails, so only send buyers who agreed to hear from you.

Create Contact Tag

Applies one or more existing tags to a contact. Despite the name, it doesn’t create tags in Kajabi.

• Tags (required): pick tags from your Kajabi account, or type the name of an existing tag. A typed name with spaces must be in double quotes, for example "VIP Customer".
• Contact ID (required): pick contact_id from the Find or Create Contact step in the variable menu.

Example: tag every buyer in Kajabi

1. Create the tag in Kajabi

   In Kajabi, create the tag you want, for example “Plandalf buyer”.

2. Create the sequence

   In Plandalf, go to Automation → My Sequences and create a sequence called “Buyers to Kajabi”.

3. Set the trigger

   Choose Plandalf and Checkout Completed. Under Offer, pick your checkout. On 3. Test, pick a recent checkout as the sample record.

4. Find or create the contact

   Click Add a step, choose Kajabi and Find or Create Contact, and pick your Kajabi account. Set Email Address to {{trigger.customer_email}} and Contact Name to {{trigger.customer_name}}. Run its test so the next step can use its output.

5. Tag them

   Add a second step: Kajabi, Create Contact Tag. Pick “Plandalf buyer” under Tags. For Contact ID, pick contact_id from the previous step.

6. Test and turn it on

   Testing creates and tags a real contact, so use your own email. Then turn the sequence On.

To try it with a test card, switch on Run on test purchases in the sequence’s Settings first. Test purchases skip automations by default.

Common errors

Related guides

• Automations overview
• Plandalf with Kajabi