Skip to main content
Kajabi’s visual Automation Builder includes a redesigned search and filter experience that makes it faster and easier to locate and manage your workflows.
Note: This feature is available only if you have upgraded to the visual Automation Builder.

​
Add and use filters

You can filter Automations by Trigger or Action type.

​
Add a trigger or action filter

  1. From the Kajabi Dashboard, select Marketing > Automations.
  2. On the Automations index page, choose Trigger or Action at the top of the dropdown.
  3. Select a Trigger or Action.
  4. (Optional) Select an Operator and/or Value.

​
Use multi-select

  • Any dropdown (Trigger or Action) supports multi-select
  • When multiple items are chosen, the dropdown displays “Multiple selected.”
Multi-select

​
Edit and remove filters

  • Click an active filter to edit its selections
  • Click Clear Filter to remove it
  • Use Clear All to remove every applied filter

​
Trigger type column

The Trigger Type column displays an at-a-glance view of the Automation’s triggers from the main Automations page.

​
How it displays

  • If the Automation has multiple triggers, the column displays: “Multiple Triggers”
  • If the Automation has one trigger, it displays the specific Trigger Type
Trigger type column

​
Automations panel: Offers, Forms, and more

The Automations Panel shows every Automation in which a specific item (such as an Offer or Form) appears as either a Trigger or an Action.

​
How items display

If the item appears as a Trigger:
  • It is shown under When
  • The immediately following node appears under Then
When display If it appears as an Action:
  • It is shown under Then
  • The node immediately before it appears under When
Then display If multiple triggers are present:
  • Each trigger displays as its own When item