#2 How to Build a Contact Form in Kajabi as a Digital Marketing Virtual Assistant with Emily Reagan (2023)


Sign up for Kajabi: app.kajabi.com/r/fg7R3Y8i*

It's day 2 of our #freetrainingseries for Digital Marketing VAs. Let's build a contact form in Kajabi and help my client get paying customers and filter her leads.

Spoiler Alert: She ended up getting quite a few people reaching out and requesting to get on her waitlist to get their furniture painted in the next year!

Noteworthy: Now this client hasn't paid for the upgraded "automations" in Kajabi, I would normally add a rule that tags the email as a lead. There is a whole email tagging system to learn. But for now we are sticking with the basics

I want my unicorns to start getting familiar with Kajabi and building landing pages. Kajabi can be confusing from the backend but the more you click around, it gets easier

This is part of my Free Training Series for Digital Marketing Assistants.
Sign up here: emily-reagan.mykajabi.com/training

What else could you do for paid work online? Download my list of top 10 digital media tasks - emily-reagan.mykajabi.com/10VAtasks

👋 Hey, I'm Emily Reagan — military spouse and mom of four who fell into freelancing in 2009 when I gave up my Communications Director role for another PCS. Now I teach digital marketing techie skills and strategies to stay-at-home moms, military spouses, teachers, and go-getters who want the freedom and flexibility of working from home as a digital marketing assistant. I help smart cookies learn what they need to know in this competitive space and get paying clients fast all so they can completely change their family's future.

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Hey there today, we are going to make a landing page of the contact form inside kajabi.

Now let me tell you why i'm doing that.

My client here is a local furniture painter and she has a shopify website.

But when you do a shopify contact form, it adds it at the very bottom of all of your content, and it just doesn't look pretty so see how it's here i don't have a lot of room to make it pretty to make the page pretty and make It what i want at this point without doing coding, so i'm going to skip that step.

I was going to do a landing page here, but obviously, with the form field, all the way down to here, no one's ever going to sign up for anything.

So, let's get into kajabi, so uh real, quick kajabi can be confusing when you first log in a lot of clients, use it to host their online courses and memberships.

When you log in, if you want to find the pages you're going to come here to website and you're, going to come down here, two pages and we're going to come over here and do a new one, now, i'm going to have a really simple contact form.

I don't want to spend a lot of time on there.

I would like a little bit of text and an easy form field, and so the best thing to do is just use a template.

That's already there, so we are going to send out an email that encourages people to sign up for to hold their spot in january and february for their custom, um furniture painting spot.

I guess you know sue's filling up quickly, so we want to go ahead and book out.

So i'm kind of looking at this mckenna, one, that's nice! I also like this one with the dark, and i think i might try to use this one first, but there's a lot of different options.

You know um, you can't you really can't go wrong.

A lot of it really depends on the photo that you're using behind the text, but i like that this one has a white box, so i know that the form field will look good, no matter what so i'm gon na go with this isabelle one and we're Gon na call it um custom furniture painting by tanglewood okay, so i went ahead and went on her facebook page and just grabbed a couple furniture pictures.

I don't want to bug her.

I want to just take care of it and have my client not have to worry about anything.

So the first thing we want to do is okay, we're going down here to the form.

Maybe, okay, let's see the background is a pancake.

We definitely don't want a pancake, let's go here and load a file that i just did you guys.

I need to clear off all of my downloads um.

I think i'm just gon na do this one right here.

I think it'll look pretty the close-up one extreme close-up.

I think that will look pretty and most of her furniture painting clients just do white furniture or black furniture, but at least this shows her abilities here.

Okay, so we got the background image.

We can position it.

We can play with the colors and whatnot, so let's go over to the form and we are going to say, preserve your spot for custom furniture painting with sue.

So my button, i want to say, save my spot actually a light.

One is all caps save my spot, no reason: let's change the color to something that stan.

I think that will be pretty the text color.

We definitely want white for the button and, let's save it now, kajabi won't show you your changes until you actually hit save so now.

We're gon na have to add a form in here.

So this is the tricky part about forms.

We're gon na have to go, create our own custom form before we can add it to the page.

So, let's head over there and do that so we're going to click here to add new forms and notice that this is tucked under marketing.

It's a little bit.

Hidden inside kajabi new form, we're going to say, custom price quote: i'm going to go ahead and make it 20 20., and this is where we can make add things that we want so um.

She will probably want her.

The phone number we're going to want the city because we want local people and then we're going to want our new fields.

So give me a minute, i'm going to look, listen to her message and see what she wanted.

Okay, i just listened to it and she wants to know the type of furniture the finish or the look and then we're gon na add one other thing that um i ideal date of project completion, so we're gon na make all of these required.

She wants to know this video.

Let's make sure it's required required phone number required email required.

She's gon na send the in the invoice to that email.

Okay, so there we go, we're not gon na make it a double opt-in and we're gon na hit say: oh, we definitely want a notification right.

That's important! We wan na make sure she sees that there's a submission and we do want to send them a custom.

Thank you page, so we'll get to that in a later training all right.

So we got this form saved.

Let's come back over here to our page and refresh and under the form we're going to go ahead and edit that and we should be able to find our custom quote for 2020.

There we go.

Doesn't that look awesome all right, so i'm going to go ahead and leave the limited time only thing there, since it is just an image - and i don't want to bother changing that at this.

Second, i need to get an email out pronto.

So the only other thing i might do with this page is, i might like to put a gallery at the bottom, but i just i don't know it'd be nice to have a piece of her furniture right here.

So let me go, let me just add one and we can always take it off and switch it out.

I want to add one that most of her clients would relate to one.

That is a little bit more on the boring side.

So i have this black one painted, but what would be cool is if it's a before and after so if i can go back and i have more time later - i might make it a before and after and i think that's okay, i think that's okay, so And the image action is not going to do anything, so that's good, so let's save it and then the tricky part inside kajabi is knowing what your page is named and how you edit that.

So let's go back to the page, uh the landing pages, and so we did it right here.

I'M gon na click on this little thing and go to edit details the three dots and we don't want her url to be like that savior.

We want to make sure this page can get found online, so i'm filling out the seo and sharing, and i'm going to name this page quote and then i would like i'm going to go ahead and fill out a description and all that i'll come back to That later, but i just wanted to show you the design part, so here we go.

If you want to see what it looks like, i wish there was a preview button here.

Why is there no preview button? Maybe if i go back this way, oh here we go so this is what it looks like.

We can look at the views and the conversion rates and, let's see what it looks like perfect reserve, your spot for custom furniture painting with sue and that picture is huge.

But for now we're good.

That's how you build a quick landing page in kajabi.

That is a forum field.



How do I create a form in Kajabi? ›

Creating a Form
  1. Open the Marketing tab from your Dashboard.
  2. Then, select Forms.
  3. Click + New Form.
  4. Add your Form title.
  5. Click Save to create:
Aug 5, 2022

How do I create a contact form for my website? ›

How to create an HTML contact form in six steps
  1. Choose an HTML editor. (Image Source: Paperform) ...
  2. Create a new file with the. HTML extension. ...
  3. Create a new file with the. PHP extension. ...
  4. Generate the PHP code to capture form data. Your forms are connected. ...
  5. Create your HTML contact form. ...
  6. Add additional fields.
Oct 31, 2022

How do I create a contact page? ›

A good contact form should include 1 or 2 fields. The phone number and perhaps a name. That's it.
  1. If it's at the top of the funnel, you can create as many leads as possible. ...
  2. If it's in the middle of the funnel, you need to explain to your visitor why your product or service is the best option to solve their problem.

How do I create a digital form? ›

There are two ways to create an electronic form. You can either scan an existing document and upload it to your computer as a PDF. Or use your mobile device to take a photo and upload it to your computer. To convert it into a PDF, you'll need a conversion tool.

How do I create a form form? ›

How to use Google Forms
  1. Step 1: Set up a new form or quiz. Go to forms.google.com. ...
  2. Step 2: Edit and format a form or quiz. You can add, edit, or format text, images, or videos in a form. ...
  3. Step 3: Send your form for people to fill out. When you are ready, you can send your form to others and collect their responses.

How to create a questionnaire in Kajabi? ›

To create an Assessment:
  1. Open the Contacts tab from the Dashboard.
  2. Select Assessments.
  3. Click + New Assessment.
  4. Choose a title, description, and if you would like Kajabi to grade the Assessment.
  5. Click Save to begin customizing your Assessment:
Apr 18, 2023

How to create email automation in Kajabi? ›

To create a new email sequence:
  1. Open the Marketing tab from the Dashboard.
  2. Click Email Campaigns.
  3. Then, click + New Email Campaign on the Email Campaigns dashboard.
  4. Select Email Sequence and enter your Internal Title in the text box.
  5. Click Continue.
Mar 9, 2023

Should I have a contact form on every page of my website? ›

Every page on your website needs a way to guide visitors through the process toward becoming happy customers, no matter what industry you're in. Whether you're… …it's important to encourage visitors to take the first step in their customer journey.

Should a website have a contact form? ›

You need a contact form if: You want to be in touch with your customers and look professional, showing that you are always ready to help. You want to protect your corporate mail from SPAM. You want all requests from customers to go to a specific employee.

How does contact form work on website? ›

How Does a Contact Form Work? A contact form is a short web-based form published on a website. Any visitor can fill out the form and submit it to send a message to the site owner. Behind the scenes, your contact form triggers an email message to be generated and sent to your email inbox.

What should a website contact page look like? ›

A well-designed contact page should include several elements, such as a phone number, email address, and social media links. In addition, a Contact Us page must be easily visible on your navigation bar. It can be frustrating for a consumer to hunt through a website to find out how to contact a company.

What should a contact page look like? ›

Ideally, a contact page should include both an email address and a contact form for visitors to fill out. You may also choose to include a business address, phone number, or specific employee/department contact information.

What makes a good contact page? ›

A Contact Us page provides guidance for existing customers and offers an overview of your brand for new visitors. A strong Contact Us page should contain several elements, such as a phone number and links to social media channels. It should also be easy to navigate, as this makes for a positive customer experience.

How do I create a fillable digital form? ›

How to create fillable PDF files:
  1. Open Acrobat: Click on the “Tools” tab and select “Prepare Form.”
  2. Select a file or scan a document: Acrobat will automatically analyze your document and add form fields.
  3. Add new form fields: Use the top toolbar and adjust the layout using tools in the right pane.
  4. Save your fillable PDF:

What is an example of a digital form? ›

A digital form is the equivalent of a paper document that is used to collect data. There is a great variety of documents that can be digitized. Among them, we can name the expense report, the timesheet, the safety report and, in general, any type of surveys and inspections.

How do I convert a PDF to a digital form? ›

How to make a PDF form
  1. Open Acrobat.
  2. In the Tools tab, choose Prepare Form.
  3. Select a file or scan a document.
  4. Check the box for Signatures if it applies.
  5. Acrobat will automatically analyze your document and add form fields as necessary.
May 26, 2020

What program should I use to create a form? ›

Google Form Builder

Form Builder is a Google Workspace add-on that makes creating new Google Forms and quizzes easy and quick. Imports data from Google Workspace applications such as Google Forms, Google Docs, Google Slides, and Google Sheets to create Google Forms.

Is there an app to create forms? ›

The form builder app also provides you with an array of useful integrations to ease the workflow. With this form creator, you can make forms in a couple of minutes, be they basic or advanced forms.

How do I create a simple online form? ›

How do you create an online form?
  1. Create a new form. Regardless of your form builder, you'll start by creating a new form. ...
  2. Edit and format your new form. Next, you'll edit your form by adding fields. ...
  3. Test your form. Double-check to ensure your form works on multiple web browsers and devices. ...
  4. Send or publish your form.

Can you build an email list with Kajabi? ›

Believe it or not, you can not only create an email list within Kajabi, but you can also track analytics and set up autoresponders without stepping foot outside the platform. Set up drip campaigns, segment your subscribers into different groups, and track your email marketing results within Kajabi.

Does Kajabi have templates? ›

Kajabi provides you with basic streamlined and premium-designed website theme templates to help you get started building your website.

What is Kajabi templates? ›

Kajabi templates are an easy way to save time and design beautiful pages! The company is one of the most popular all-in-one platforms to host your online courses. As part of any plan, you also get access to a whole lot of features to build a website and your marketing funnels.

Does Kajabi have questionnaire? ›

Assessments are a great tool for creating standardized tests, questionnaires, and surveys. Learn to create, customize, and share your Assessment. In this article: Why use a... Learn to add questions to your Assessments in Kajabi.

Does Kajabi have a survey tool? ›

How can I use Assessments on Kajabi? Assessments can be used as tests or surveys on your Website and Landing Pages. Learn to create and customize Assessments on Kajabi.

How do I create a self made questionnaire? ›

There are nine steps involved in the development of a questionnaire:
  1. Decide the information required.
  2. Define the target respondents.
  3. Choose the method(s) of reaching your target respondents.
  4. Decide on question content.
  5. Develop the question wording.
  6. Put questions into a meaningful order and format.

How do I create a signup page in constant contact? ›

To get started, first, create your lead generation landing page. As with the website sign-up forms, we start by signing into your Constant Contact account by clicking on the top menu “Sign-up Forms,” and then clicking on the blue “Create sign-up form” button.

Can a contact page be a landing page? ›

Start by acknowledging that every landing page should feature some type of visual content. Your contact page can easily be the landing page for your social media marketing campaigns or merely the landing page for those who seek out more information on your business, your products or services.

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