Kajabi — Events, Assessments, Affiliate and Analytics

Okay, we’re getting close to wrapping things up.

In addition to the areas covered in previous chapters, Kajabi has some more minor features that aren’t as neatly categorised, so I’ve gathered them all together in this chapter.

Here’s what we’ll cover:

  • Events – a way to handle time-specific events like webinars;
  • Assessments – a mechanism for delivering surveys and quizzes;
  • Affiliates – a way to reward people for promoting your Kajabi offers;
  • Analytics – a dashboard for understanding your business performance.

Let’s kick things off with Kajabi Events.

Events

Kajabi Events help you integrate your online business with external events like webinars, Facebook Lives, or even in-person events like talks or workshops.

I’ll say upfront that Kajabi’s handling of events is relatively simple and generic. On the plus side, that means it can be used for a wide range of events. On the minus side, it’s missing handy features you might expect to find for popular event types.

Note: Kajabi doesn’t handle the running of the events themselves. So you could promote your webinar (for example) via Kajabi, but you’d need additional software, like Zoom, to actually run it.

How Events Work

Creating a new event in Kajabi is simple. You specify an event name, the time and date it’s happening and (if it’s a repeating event) the interval at which it repeats.

Once created, you can then add event emails that are sent automatically to registered contacts before and after the event. So you could email people an hour before the event starts to remind them it’s happening and include the details they need to attend. And also email them ten minutes after it’s finished to promote a related offer.

Note: If you use the built-in Zoom Webinar OVO pipeline to create an event funnel, pre- and post-event emails are automatically created for you.

You can also attach automations to events although your options are limited. The only available trigger is event registration, i.e., when a new contact signs up to attend.

Limitations

Let’s briefly look at some of the limitations of Kajabi’s implementation of events.

Limited Configuration Options for Repeating Events

Events can be set to repeat as often as every 15 minutes or as infrequently as once a year, but beyond that, their configuration is quite limited.

For instance, while you can set an event to repeat every day, you can’t specify every working day (though you could create five separate repeating events). You also can’t specify that a repeating event stops after a certain date.

You Can’t Attach Automations to Event Emails

Event-related emails seem to work a little differently from regular email sequences.

On the plus side, they provide more timing options, e.g., you can control things down to the hour and minute relative to the event. On the minus side, you can’t view any statistics for sends, opens, and clicks, or trigger automations based on these actions.

Assessments

Assessments are a way to test a user’s knowledge or gather useful information or feedback. There are two basic types – quizzes and surveys.

Quizzes allow you to test (and optionally grade) members by asking questions about what they’ve learned while studying your content.

Surveys let you ask more general questions, compiling useful data about visitors and contacts that can also be used to segment people according to certain criteria.

You can use assessments in either of two ways:

  1. Attaching an assessment to a post within one of your products; or
  2. Embedding an assessment on a web page – e.g., a landing page.

Let’s see how they work in practice.

How Do Assessments Work?

An assessment is just a list of questions, optionally divided into separate sections.

Kajabi supports four basic question types:

  • Multiple choice – choose one answer from a list of options;
  • Multiple selection – choose one or more answers from a list;
  • Paragraph – provide a long-form text answer;
  • File upload – upload a file from your computer.

When creating multiple choice and multiple selection questions, you supply the answer options and mark one or more (in the case of multiple selection) as being correct.

Paragraph and file uploads don’t have the notion of right and wrong answers, so any responses are purely informational.

Note: There’s no formal distinction between quizzes and surveys in Kajabi. A quiz is just an assessment where one or more questions have options that are marked as correct.

Grading Quizzes

When setting up an assessment you can optionally add a passing grade expressed as a percentage, but this only makes sense if you’re building a quiz, not a survey.

Using this feature you could, for example, add a quiz to a course module and require that members score 80% or above before moving to the next module.

Building Website Surveys and Quizzes

You can embed assessments on your website homepage or public landing pages to deliver surveys to site visitors. However, by default, the responses will be anonymous unless you explicitly include additional fields for name and email address.

Using Surveys to Segment Contacts

Assessments have built-in support for tagging contacts based on their survey answers.

So for instance you could create a survey asking existing contacts what topics they are most interested in and automatically assign tags based on their answers.

You could then create segments based on those tags and use them to send different communications (e.g., broadcast emails) to each segment.

Automations

As with most other areas of Kajabi, you can attach automations to assessments, although the only trigger is assessment completion. You can’t, for instance, trigger an automation to run when a member fails a graded quiz.

Limitations

Overall, assessments feel like one of the less well-developed parts of Kajabi and fall short of other third-party quiz and survey solutions. They’re definitely still useful but you’ll want to understand the limitations.

No Results Summary

As an administrator, you can see a list of submitted assessments and drill down into the answers given for individual submissions.

However, you have no way to view the data in aggregate, for example, to discover what percentage of survey respondents gave a particular answer to a question.

Unfortunately, this drastically limits the level of insight that can be gained. However, there is an “Export data” option that would allow you to analyse the data elsewhere.

No Support for Answer Explanations

Some quiz software not only tells respondents which questions they got right and wrong but allows the quiz creator to supply some additional text explaining why a particular answer is correct.

This can enhance the learning experience but Kajabi assessments don’t currently support it.

Limited Integration with Opt-in Forms

So-called “quiz funnels” (where website visitors complete a simple quiz and receive a freebie based on their answers) are an increasingly popular way to build your email list, and assessments initially look like a way to achieve this.

However, since assessments are not tightly integrated with opt-in forms, adding an email field to your assessment will not automatically sign a visitor up to your email list. You’ll need some kind of external integration, like Zapier, to achieve this.

Affiliates

In case you’re not familiar with the concept, affiliates are people who promote your offers on your behalf and receive a commission for any sales they make.

Kajabi has built-in support for affiliates, which means that people can register for your affiliate program and promote your offers to their contacts, safe in the knowledge that any sales they generate are being tracked.

That’s great news for you too because creating an affiliate program is an excellent way to expand the reach of your online business beyond your own email list.

However, Kajabi’s affiliate features are rather basic. If you expect to generate a significant proportion of your revenues from affiliates, you’ll probably want to use a more sophisticated solution.

Signing Up New Affiliates with Kajabi

Once you’ve enabled registrations for your Kajabi affiliate program, people can sign up using a special link hosted on your website.

How you publicise this link is up to you. You could make it public, or ask would-be affiliates a few questions first and only give the link to those who meet certain criteria.

Some basic customisation of the registration page is possible – the main heading, button text and a logo. Once registered, affiliates receive a welcome email (which you can also customise) and can then log into a personalised affiliate “portal” to grab their share links and track their clicks and product sales.

Note: Share links are unique links that point to marketing pages for your offers, like opt-in pages and sales pages. These are the links that affiliates can share with their audience to get credit for any successful referrals.

Affiliate Dashboard

From an administrator perspective, the “homepage” of the affiliate area within Kajabi is a simple dashboard showing high-level statistics for your program, such as the numbers of clicks, form submissions, conversions, and so on.

In addition, you can access a handful of other affiliate-related pages:

  • Settings – the basic configuration settings for your affiliate program including the ability to specify an image and text for your signup page;
  • Users – a list of all registered affiliates with the ability to click through to view an individual’s performance;
  • Transactions – a list of product sales originating from affiliate links;
  • Share Links – a list of your currently active affiliate share links together with the number of clicks each has received;
  • Announcements – a page where you can send simple, broadcast-style announcements to all of your registered affiliates;
  • Exports – a page where you can download reports for affiliate sales and refunds that will make it easier to pay your affiliates what they’re owed.

Limitations

I’ve already mentioned that the affiliate functionality within Kajabi is rather basic. So let’s call out some of the limitations you should know about.

No Support for Custom Content Within the Affiliate Portal

Many affiliate solutions let you create content within your programs to help affiliates promote your products successfully.

Examples include branded logos and banners, “swipe” emails that affiliates can adapt for their own subscribers, and checklists for ensuring a successful promotion.

However, Kajabi doesn’t support this directly. You could put such content inside a free course (and give access to your affiliates), but not within the “portal” they log into for everything else.

Announcements Functionality Is Basic

Announcements are more basic than emails created elsewhere in Kajabi.

Content-wise you can specify an email title and body text but the formatting is very simple and you can’t include images.

Announcement emails are sent immediately and go out to all registered affiliates. You can’t track email performance, for example, open and click rates.

No Automatic Payouts for Affiliate Commissions

Although Kajabi helps you track the commissions owed to each of your affiliates, it doesn’t support automatic payouts. This means it’s up to you to pay your affiliates manually (e.g., via PayPal) using the information provided by Kajabi.

Analytics

Kajabi Analytics is where you go to understand the performance of your online business. You can view various metrics including product sales, revenue, number of recent opt-ins, and many more.

Analytics are fun when they’re telling you how much money you’re making, and interesting when they’re helping you identify areas for improvement, but can be dry when talked about in isolation. Nonetheless, you’ll want to know what’s available.

What Metrics are Available in Kajabi?

The Analytics home page has a simple dashboard showing a few high-level metrics. It also links to a number of specific reports.

We’ll start with the dashboard then dive into the rest.

Main Dashboard

The main dashboard shows the following high-level information:

  • Purchases – the total number of product purchases made in the last 30 days;
  • Net Revenue – the revenue earned in the last 30 days (after refunds have been subtracted);
  • All Time Net Revenue – the total net revenue earned since you started using Kajabi.

There’s also a Recent Activity sidebar which is basically a running summary of your latest purchases, charges and refunds. You’ll also find links to drill down into the analytics for different aspects of your business. Let’s look at those one by one.

Net Revenue

Here you can see your net revenue (revenue after refunds) broken down by day, and generate charts showing revenue over specific periods.

You can also break things down by offer to see which offers are performing best and even compare offers by the number of refunds.

Finally, you can also filter revenue by the payment type, e.g., Stripe or PayPal.

Subscription Metrics

If your business has one or more subscription offers, for example, a membership program, this section is where you can see the performance of those offers.

As with the net revenue section, you can see subscription data broken down by day, and also generate charts for specific periods.

Kajabi provides three important metrics relating to subscriptions:

  • Monthly Recurring Revenue (MMR) – this is all of your subscription-related revenue (narrowed by offer if required) averaged out to a monthly figure.
  • Average Revenue Per User (ARPU) – this is the amount of revenue generated by an average user. (Note: the longer your members stay in your program before cancelling, the higher this number is.)
  • Churn Rate – this is a percentage that reflects the rate at which people are dropping out of your program (in other words, low churn is good!).

Now while these metrics may seem rather technical and even a little nerdy, they represent crucial information for the owner of a subscription-based business.

Another powerful feature is the Forecast option which allows you to project the future performance of your membership offers using past data.

Note: Having this type of information calculated for you automatically is a huge win because doing it manually can be tricky and time-consuming on other platforms.

Opt-ins

This section lets you analyse the performance of your email list by showing the number of opt-ins you’re getting from your forms and landing pages.

You can see daily opt-ins for the last 30 days or generate a chart for a specific period.

You can also filter your results by the specific form or landing page that generated the opt-in to compare their relative performance.

Page Views

This section shows the total views of your landing pages over the last 30 days or for any time period. It also shows the same data for your “offer pages”, which are essentially the checkout pages for any offers you’ve set up.

You can easily compare different landing pages and different offers to discover which are getting the most traffic.

Product Progress

As a product creator, you’ll want to see how your members are progressing.

Kajabi can show you the following information about each of your products:

  • Progress – a simple progress bar showing what proportion of the product categories and posts have been marked as complete by each member;
  • Start date – when the member first started the product;
  • Last login – the date of each member’s last login;
  • Logins – the total number of logins to Kajabi by each member.

Clicking on an individual member lets you drill down further into their progress, showing the completion status for each category, subcategory and post within the course for that specific member.

Note: One handy feature is that you can filter your members list using segments. So if everyone joining a course during a particular launch shared a common tag, you could view a summary of progress for that specific member group.

Offers Sold

You’ll naturally be keen to learn how well your offers are selling. This section shows offers sold over the last 30 days and indeed within any time period you choose.

You can filter the data by offer, payment type (free, single payment, multiple payment, or subscription) and currency.

The report also shows the number of offers sold that were “first purchases”, meaning buyers had not bought from your business before. This helps you understand how many of your sales are from new versus returning customers.

Affiliates

This final section lets you see how well your registered affiliates are performing.

The summary report (which by default covers the last 30 days but can be set to any time period) shows various data including the total number of clicks, number of conversions and commissions earned.

Drilling down into an individual affiliate shows a list of the members they referred and the offers they purchased.