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Customers, contacts, and subscribers serve different roles in Kajabi. Understanding these distinctions helps you manage your audience and tailor your communication effectively.

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Understand contacts

To better understand the terms contacts, customers, and subscribers in Kajabi, it is best to begin by understanding where these terms can be found, the Contacts tab: Contacts tab overview In the Contacts tab, your List contains default Segments including:
  • All: A view of all of your contacts — this includes customers, subscribers, and contacts that may have unsubscribed or may have never subscribed.
  • Customers: A view of contacts that have purchased an Offer from your site or have been granted an Offer.
  • Subscribed: A view of contacts that have expressed consent to receive any marketing emails from you.
Contacts can be any person in your Contacts tab whether they have subscribed, unsubscribed, purchased an Offer, or have been granted an Offer.

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Understand customers

A customer is a user or contact that has completed a purchase or has been granted an Offer on your site. Customers can be identified in your Contacts tab by the blue checkmark icon on their avatar: Customer identification Customers of your site may also be considered a subscriber if they are subscribed to receive your marketing emails. In the same way, subscribers may be customers if they have access to your Offer(s). Depending on how they received access to an Offer will determine the automatic emails they receive.
  • Purchased an Offer: Your customer will receive the Purchase Confirmation Email containing a congratulatory message and the link to the Login Page of your site. Review the purchase flow of a customer.
  • Granted an Offer: Your customer will receive the Offer Grant Confirmation email containing a congratulatory message and the link to the Login Page of your site and the Member Welcome Email with a customer’s login credentials. If the Offer is granted to an existing customer, your customer will only receive the Offer Grant Confirmation email. Edit the automated emails sent by your site.
Note: Your customer may receive additional emails if configured in the Offer After Purchase Settings.

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Understand subscribers

A subscriber is a user or contact that has provided consent to receive your marketing emails. Subscribers can be added to your site through a Form submission or imported onto your site. Although subscribers may also be customers of your site, subscribers are not required to be customers to receive marketing emails. As long as the subscriber has provided the proper permissions to receive marketing emails, they are considered subscribers. Keep in mind that contacts in your Contacts tab may not always be a subscriber. For example, contacts in your Contacts tab may not be subscribers if: If any of the examples apply, the contact will not be considered a subscriber and will not receive your marketing emails. Identify your contacts subscription status directly from the Contacts tab: Subscription status in Contacts tab
Tip: Included with the Unsubscribed status is the action that triggered the Unsubscribe. Review the Subscription Status for details.