Automatically enroll students into your Kajabi courses, with the SamCart App Marketplace.
Are you using Kajabi to deliver digital products to your customers?
Well now you can automatically enroll your customers into Kajabi courses immediately after they complete their purchase!
You can even automatically remove their access if a customer decides it isn't right for them so your customers always have access to exactly what they need, and all of your content is perfectly protected.
1: Connect With Kajabi
First things first, head into your App Marketplace by clicking the Apps tab toward the bottom of your lefthand navigation bar.
You can locate Kajabi by either clicking on the Membership tab or by using the search bar. Then click on Install.
You'll then need to enter in the following info to complete your connection:
- Kajabi API Key
- Kajabi API Secret
Your Kajabi API Key and API Secret can be found inside of your Kajabi account, under Account Settings, then Account Details.
Click the Connect button to connect SamCart with Kajabi. After you click Connect, you'll be directed to your Installed Kajabi page:
2: Create Your Rules
Now that SamCart is connected to Kajabi, you'll need to establish simple rules that tell your connection what to do when certain actions take place in your SamCart Marketplace.
To create global rules that apply to all products, from inside your Installed Kajabi page, click on Add New Rule button in the Rules section.
First, you’ll need to select either Global Rule or Product Specific Rule. For this example, we will select Global. Next, you'll select an action you want to perform on your application. An action is the functionality available in the app you are connected to. In the Add a Rule menu, select the app specific Action.
Once you have your Action selected, additional fields will appear to finalize your rule. For Kajabi you'll need to enter in the Offer ID that you would like to apply to that rule. You can click inside the Offer ID box to bring a drop down of all your available offers from Kajabi.
Then you will need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the connection it’s time to make something happen in the connected application.
The available triggers in the dropdown will be specific to the selected application. In this example, we’ll use the Product Purchased trigger as it’s the most common.
Select Product Purchased from the drop-down menu. Once you have filled out all the required fields, you'll be able to click on Add Rule button at the bottom of the menu to finish setting up your rule!
NOTE: Each application has different Actions available. The following are available on Kajabi connection
Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.
Product Refunded - fires when a refund occurs inside of SamCart for the product.
Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.
Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."
Subscription Charged - fires each time your customer completes a successful recurring charge.
Subscription Charge Failed - fires when your customer experiences their first recurring payment failure.
Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.
Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.
Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
Subscription Started - fires when your customer's subscription starts.
Subscription Charge Refunded - fires when you refund your customer for their purchased product.
Subscription Charge Partially Refunded - fires when you partially refund your customer for their purchased product.
Upsell Purchased - fires when an Upsell is added by the customer to the purchase.
Creating Rules for Specific Products
You can also create rules that automatically grant or revoke Kajabi offers for your customers for specific products, rather than having global rules that apply to all products! The process is very similar to the above, just click on the Product Specific Rule option after clicking on the Add New Rule button inside the Rules section.
Then, either click in the search bar to bring up a list of all your product or start typing in the search bar for a specific product(s) name to apply the rule to! You can add either just one product or as many products to a rule as you'd like!
From there, the setup is exactly the same as a global rule! You will choose an Action: Grant Offer or Revoke Offer. Then you will enter in the Offer ID and select a Trigger. In this example, we'll use the Product Purchased trigger as it's the most common.
Once you have filled out all the required fields, you will be able to click the Add Rule button:
Now your new rule is live! In the example below, any customer who purchases the two products in the Products section will be automatically granted access to the Kajabi Offer selected from the dropdown.
3: Automate Your Course Membership
Repeat this process to create as many rules as you need! Use multiple rules when the product is purchased to grant access to more than one offer. Create new rules to revoke access if your product is refunded.
The App Marketplace is designed to help you seamlessly automate your Kajabi memberships, without ever lifting a finger. It's like having a team member working around the clock to make sure your customers always have exactly what they need.
Frequently Asked Questions
Q: How do my customers receive their login information?
A: After being granted an offer in Kajabi, your customers will receive an email from your Kajabi account containing their username and password.
That email will always be sent to the same email your customer used to place their order in SamCart.
Q: What if I do not see my Kajabi Offer in the dropdown menu?
A: If you do not see your Offer ID in the drop down, exit out of the rule menu and click on the Refresh Connection button on your Installed Kajabi page. SamCart will ping Kajabi and pull in all the latest offers you have created in your account. Then when you go to create your rule, you should see all your current offers!
Q: Can my customers manage their billing inside of Kajabi?
A: No, all billing is still handled inside of SamCart. Any updating credit cards, purchasing more products, cancelling a subscription, etc. is all done from SamCart.
Q: Can I create multiple rules at a time?
A: Absolutely. You can create as many rules as you need, on all of your SamCart products.
Q: The Offer ID I want to select is not appearing. What do I do?
A: Please ensure that you have an order tied to the Order ID inside Kajabi! Once you create the order, it should populate your Order ID.
Q: When creating a rule, I do not see my tag or list. What do I do?
A: This is due to apps only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection to your application.