Follow Up Funnels Adding a Kajabi Step

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:04

hey there it’s Irina Z and in this video

00:07

I’m gonna show you how to set up a

00:08

follow up funnel adding a kajabi step so

00:11

what you’re going to need for this is

00:12

your action etics follow up funnels and

00:15

you’re gonna need a kajabi account so in

00:20

your click funnels account if you’ve not

00:22

already done so you’re going to want to

00:24

go under integrations and integrate your

00:26

kajabi account so you’ll go over here

00:29

and go ahead and follow the instructions

00:31

to connect your account the next thing

00:34

that you’re going to want to do after

00:35

you’ve connected your account is go over

00:38

to your follow up funnels and you’re

00:41

going to want to create a follow up

00:42

funnel so we’re gonna add on your follow

00:44

up funnel we’re gonna call this test you

00:47

could give it a group tag that’s

00:49

optional and you want to pick who will

00:52

receive your follow up funnel so if you

00:53

have a list that you want it to receive

00:55

you a select your list and you’ll create

00:58

your follow up funnel which will bring

01:00

you to this next step right over here

01:01

and you’re gonna want to add the kajabi

01:04

step ok so as you can see there’s lots

01:06

of different options for you to add

01:08

kajabi is right over here you’ll go

01:09

ahead and click it and you’ll be able to

01:11

select if you want to add to list or

01:13

delete from a list so in this example

01:15

we’ll go ahead and add to a list and

01:17

click continue and you’ll have to

01:18

connect an account you’ll go ahead and

01:20

follow the steps to connect the account

01:22

and click Save

01:24

so once you have integrated your kajabi

01:27

account you’ll see this next screen

01:30

right over here and you’ll be able to

01:31

select the account that you want to work

01:33

with so right here we’ll just select our

01:35

demo account and save and continue the

01:38

next thing that’s gonna happen is you’re

01:39

gonna see this screen and you’re going

01:41

to want to name the step so we’ll go

01:42

ahead and name it then you’ll be able to

01:50

trigger the action so you’ll be able to

01:52

set a delay if you want days or hours

01:54

and you’re going to be able to select

01:58

the list to add in kajabi to so as you

02:02

can see these are some of our lists that

02:03

we have so we’ll just for example

02:05

purposes so like this the next thing you

02:07

can do is select your push window which

02:09

is an optional you could set specific

02:11

times to show this message to your

02:12

audience

02:13

and you could add a filter rule so this

02:16

is also an optional feature so by

02:19

default it will send this to everybody

02:21

on the list or you can restrict in this

02:23

step by adding a filter to have your

02:26

contacts meet a certain set of rules so

02:28

again these are two optional features

02:30

right over here so once you have

02:31

completed this portion you’ll go ahead

02:34

and click Save right here we’ll just do

02:36

0 and this is how you would add a kajabi

02:41

step and your follow up funnel and you

02:43

as you can see right over here it’ll

02:45

give you an overview of everything so

02:47

this is a test we’re connecting to a

02:49

third party integration we’re adding to

02:51

lists and it’s going to be triggered

02:53

immediately based on the settings that

02:55

we have just selected in this video and

02:57

the next thing that you’re going to want

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to do you’re going to want to make sure

02:59

that you set this live so I’ll go ahead

03:01

and make live and it is now complete and

03:06

set up in your account so if you run

03:09

into any trouble with this please let us

03:11

know by reaching out to our support team

03:13

we’d be more than happy to help thanks

03:14

so much

English (auto-generated)

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