KAJABI Bulk Upload of Contacts, Export/Import CSV, Tagging and Optionally Granting An Offer (2018)

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  • เผยแพร่เมื่อ 21 ต.ค. 2024
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    Christina is one of the most trusted and respected Kajabi Experts with 12+ years of platform-specific experience. She is a tech-savvy marketing strategist known worldwide and has helped thousands of authors, speakers, consultants, coaches and course creators in a wide variety of niches create and sell their digital education programs. She's also earned recognition and awards from Kajabi HQ.
    Are your contacts segmented in your current email marketing software, in a meaningful way that you would like to preserve in Kajabi? If so, then you will need to repeat this process and bring over several individual CSV files, each representing a segment with the file named appropriately. You will create a tag in Kajabi to identify these individuals and apply it to the contact records of everyone simultaneously upon bulk import. This will group them together and allow you to filter them later.
    If your contacts are not segmented and they are in one single homogenous list and you don't know anything about any of them, then , then export them from the current email marketing software as a single CSV file and bulk import it into Kajabi
    • make sure this file is properly formatted to meet the specifications
    Go to People, Add New Person, Add Multiple Persons for the exact syntax required
    • say "yes" that you have permission to send marketing material to everyone (because they gave clear consent in another email marketing software)
    • create an import tag that will group them together in Kajabi Example: MailchimpImport92019 and have Kajabi apply this tag simultaneously to each of these contacts simultaneously upon
    Bulk import
    • once the bulk import is complete, you can go under People and filter on that import tag ...
    it will return a list of contacts. In the far left column, select all. Then select an action. You can subscribe them to an email sequence that you’ve created ...and then choose specifically which one from the drop-down list of values.

ความคิดเห็น • 6

  • @NickDunning-audition-magician
    @NickDunning-audition-magician หลายเดือนก่อน +1

    Hey Christina, is it possible to do a csv export of all the photos inside the CMS inside Kajabi?

  • @thrivinglittles
    @thrivinglittles 4 ปีที่แล้ว

    Thank you for this, Christina! Just what I needed today!

  • @leahgrace6570
    @leahgrace6570 5 ปีที่แล้ว

    What about being able to import tags? If I upload in segments, and someone is in two segments because they are in two tags, it uploads them more than once and there is no merge function. Is this correct?

    • @creatingdigitalassets
      @creatingdigitalassets  5 ปีที่แล้ว

      you would need separate CSV files

    • @hannahbeing487
      @hannahbeing487 2 ปีที่แล้ว

      @@creatingdigitalassets Can you do a video explaining how this would work?