More power to the “People” tab, new automations, and easier exports

August Product Update: Find out why it’s easier than ever to understand your customers and leads inside Kajabi

As you grow your business, nothing is more valuable than a deep understanding of the people you’re serving — namely, your customers and leads.

That’s why we’ve released recent improvements that, among other things, make gaining these insights easier than ever inside Kajabi.

For anyone short on time, here’s a quick overview:

  • A sleek User Interface for your “People” tab with improved segment and filter capabilities that make it easier to organize and understand your customers.
  • A new automation that eliminates the need to cancel individual subscriptions manually, making it much easier to issue product upgrades/downgrades.
  • No more 1000 user export limits for your Product Progress Reports, giving you a more complete picture of customer engagement.
  • Affiliate Reports with improved Paypal Mass Payment compatibility, eliminating the need to reformat before upload.

And for those who would like to explore further, let’s dive right into the details!

Seriously functional new UI gives you more accessible insights with less effort

Do you ever wonder which customers you should be focusing on to get the best result for your business?

The new UI in the “People” section of your Kajabi account has added some powerful functions to help you answer that question.

Cleaner design enables you to more effectively leverage filters, and organize your customer segments so that you can easily see which ones drive your key results.

We’ve also added the capability to clone segments after you’ve created them, to give you maximum efficiency when you’re iterating and improving your segmentation.

The result? You discover where your opportunities are to make the most significant impact while cutting the time you spend working.

If you haven’t already, try out our search functionality in this tab as well — it’s a great way to find answers without having to poke around, so you can spend more time on what matters.

Get your time back with a new automation opportunity

Do you ever get requests from subscribers who want to switch to one of your other products or offers?

If so, good news! Inside Kajabi, we’ve made it much easier to handle these types of requests.

Here’s how it works:

The old way: You had to go in and manually cancel individual subscriptions to make the change.

The new way: You can set specifications to deactivate products for your customers in a way that is automatic  — one less thing you have to do when issuing upgrades/downgrades.

Please note: advanced automations like this one are available for Growth and Pro plans only.

Better report compatibility and easier exports

As the final part of our product update round-up, let’s talk about how two simple changes are going to make life much easier for those of you who use Affiliate and Product Progress reports.

We’ve removed the previous export limits from your Product Progress Reports. You can now export over 1000 customers in these reports and gain better visibility into how your customers are engaging with your products.

And we’ve also eliminated the need to reformat your Paypal Mass Report before importing it into Paypal, making the whole process much smoother.

That’s it!

All of these updates are available immediately inside of all active Kajabi accounts.

And if you don’t have an active Kajabi account yet, what are you waiting for? Sign up today:

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