Managing Course Drip Settings in Chat To Clients CRM

This is a comprehensive guide that will help you migrate from Kajabi to Chat To Clients CRM. It will cover the steps necessary to transition your online courses, automations, offers, and other digital assets, ensuring that you can fully utilize Chat To Clients CRM’s comprehensive marketing automation and CRM features.

TABLE OF CONTENTS

• Preparation for Migration
• Migrate Courses
• Migrate Contacts
• Migrate Calendars
• Migrate Offers & Automation
• Migrate Website and Funnels
• Final Checks and Training
• Cancel Kajabi Subscription

Preparation for Migration

Step 1: Review Current Kajabi Setup

• Identify Key Assets: List all courses, offers, automations, and other digital assets in Kajabi.
  
  
• Document Workflows: Record details of Kajabi automations, email campaigns, and integrations that are critical to your operations.
  
  
• Assess Data Volume: Evaluate the amount of content (e.g., videos, attachments) and data (e.g., contacts, orders) to be migrated.

Step 2: Define Migration Goals

• Set Clear Objectives: Determine what you aim to achieve by migrating to Chat To Clients CRM, such as enhanced CRM capabilities, integrated marketing automation, or cost savings.
  
  
• Prioritize Features: Decide which content and workflows are most critical to migrate first.

Step 3: Prepare Backup

• Backup Data: Ensure all data is securely backed up before beginning the migration process.

Improved Kajabi Import Reliability

Chat To Clients CRM has improved Kajabi course imports to better support large and nested course structures.

The updated import process now:

• Detects and expands “Show More” sections automatically
  
  
• Captures lessons inside nested categories and subcategories
  
  
• Improves reliability for large course imports
  
  

These enhancements help ensure all available Kajabi lessons and modules are imported more consistently.

Migrate Courses

Chat To Clients CRM’s Kajabi Importer allows you to easily transfer courses, including videos, text, and images. Note that assignments and quizzes will not be transferred automatically and will need to be recreated manually within Chat To Clients CRM.

Step 1: Setup for Success

• Create a Backup: Before starting, make a backup of your Kajabi themes and course content so you have a copy.
  
  
• Plan the Migration: Start the migration during off-hours to reduce any disruption for learners and keep the process smooth.

Step 2: Migrate Courses to Chat To Clients CRM

• Use the Kajabi Course Importer: Go to Sites > Memberships in Chat To Clients CRM and select Import from Kajabi.
  
  
• Authenticate Your Kajabi Account: Follow the steps to securely connect your Kajabi account.
  
  
• Select Courses to Import: Choose which courses you want to transfer. Only published lessons will be brought over, so make sure all content is live.
  
  
• Start the Import: Start the Import: Click Import Course and wait for the process to finish. It might take a few minutes, depending on the course size.

Step 3: Recreate Assignments and Quizzes in Chat To Clients CRM

1. Choose a Product
   
   
   • Go to Sites > Memberships > Products in Chat To Clients CRM.
     
     
   • Select the product where you want to add an assessment.
     
     
   • Click the "+" icon next to the section title and choose Add Assessment.
     
     
2. Create an Assessment
   
   
   • Enter a Title for your assessment and click Save.
     
     
3. Set Passing Grade (Optional):
   
   
   • Decide if the assessment needs a passing grade.
     
     
   • If yes, set the minimum score required to pass.
     
     
4. Custom Messages:
   
   
   • Create pass/fail messages based on student scores.
     
     
5. Add Questions:
   
   
   • Choose either Single Choice (one correct answer) or Multiple Choice (multiple correct answers).
     
     
   • Type your question and use "Add choice" to enter possible answers.
     
     
   • Mark the correct option(s) using the “Correct Option” checkbox.
     
     
6. Save & Publish the Assessment:
   
   
   • Go back to the Product Editing Page after saving.
     
     
   • Click on the “Publish” option next to your Assessment when it’s ready to go live.
     
     
   • Once published, the assessment will be visible and accessible to all course members

Migrate Contacts

Step 1: Export Contact List from Kajabi

• Navigate to the Contacts tab in Kajabi.
  
  
• Select all contacts and use the bulk action dropdown to export as a CSV file.
  
  
• The CSV file will be emailed to the address associated with the Kajabi account. Download this file promptly as the link expires in 3 days.

Step 2: Prepare CSV for Chat To Clients CRM Import

• Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with Chat To Clients CRM.
  
  
• Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
  
  
• Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
  
  
• Recreate Custom Fields:  Log in to Chat To Clients CRM and navigate to Contacts > Settings > Custom Fields. Add custom fields to store contact data in a similar way to how they were stored in Kajabi.

Step 3: Import Contacts into Chat To Clients CRM

• Log in to Chat To Clients CRM: Navigate to the Contacts section using the left-hand menu.
  
  
• Start Import Process: Click the Import Contacts button.
  
  
• Upload CSV File: Select and upload the prepared CSV file.
  
  
• Map Fields: Chat To Clients CRM will prompt you to map the fields from the CSV file to the corresponding fields in Chat To Clients CRM. For example, map “First Name” in the CSV to “First Name” in Chat To Clients CRM.
  
  
  • Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in Chat To Clients CRM, you may need to create a custom field in Chat To Clients CRM before proceeding.
    
    
• Assign Tags and Lists: During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as "Course A - Enrolled" or “Imported from Kajabi.”
  
  
• Complete Import: After mapping all fields and setting tags/lists, click Import. Chat To Clients CRM will process the import, and the contacts will be added to your account.

Click here for more information about Troubleshooting Bulk Imports Via CSV

Migrate Calendars

Like Chat To Clients CRM, Appointments in Kajabi support one time and recurring events. Migrate 3rd party calendars such as Google Calendar and Microsoft Outlook to prevent double booking in Chat To Clients CRM Calendars. 

If you're using Calendly for your Kajabi calendars & appointments check out this guide!

Step 1: Review Calendars Connected to Kajabi

• Calendar Integrations: Go Products > Coaching > Settings to view your connected Google and Outlook calendars.
  
  
• Document Calendar Details: Make a note of each calendar’s purpose and where it’s used (e.g., on a website or for Zoom meetings). Include whether any calendars involve paid sessions.

Step 2: Recreate Kajabi Calendars in Chat To Clients CRM

• Create Chat To Clients CRM Calendars: Navigate to Sub-account Settings > Calendars. Set up each calendar to match the ones in Kajabi. Make sure to adjust settings like reminders, assigned users, and meeting locations.
  
  
• Add Calendar Integrations: Go to Subaccount Settings > Calendars > Connections to sync your Google or Outlook calendars with Chat To Clients CRM.
  
  
• Set Up Recurring Appointments: For repeating events, manually configure recurrence rules in the Chat To Clients CRM calendar settings.
  
  
• Preview and Test: Verify that your new calendars work as expected by comparing them with the existing Kajabi setup.

Step 3: Customize Your Chat To Clients CRM Calendars

• Chat To Clients CRM offers different calendar styles and settings. Here’s how to get started with common configurations:
  
  
  • Create Round Robin Calendars: Use this setup if you want to distribute appointments among multiple team members.
    
    
  • Set Up Class Schedules: Configure calendars for group sessions or classes.
    
    
  • Recurring Appointments: Set up recurring sessions for ongoing meetings or classes.
    
    
  • Advanced Customization: Adjust colors, availability, and user permissions to fit your needs.
    
    
• For more detailed instructions on these calendar types, visit the Chat To Clients CRM help center and search for Calendars Setup.

Migrate Offers & Automation

Step 1: Review Existing Kajabi Offers and Automations

• List Active Offers: Identify all free and paid offers in your Kajabi account, including the associated products, pricing, and payment settings.
  
  
• Document Automations: Note down all automations in Kajabi, including any email sequences, tags, and triggers used to control course access or other actions.

Step 2: Import Email Templates from Kajabi

• Create New Email Template in Chat To Clients CRM:
  
  
  • Go to Email Marketing > Templates in your Chat To Clients CRM account.
    
    
  • Click New and select Import Templates.
    
    
  • Choose Kajabi from the dropdown menu.
    
    

• Copy the provided email ID: This will be used to send your templates.
  
  
• Go to Kajabi: Send the template you want to import as a test email or campaign to the copied email ID.
  
  
• Return to Chat To Clients CRM: Click Continue, name the template, and select Create Template.

For more details, check out the Chat To Clients CRM Kajabi Email Template Importer Guide.

Step 3: Recreate Offers in Chat To Clients CRM

• Navigate to Memberships in Chat To Clients CRM: Go to the "Memberships" tab and click on the dropdown menu, then select "Offer."
  
  
• Create the Offer: Enter the title, choose the product(s) (courses), set the price, and then click Create.
  
  
  • The offer will appear in the "DRAFT" tab until you choose to publish it.
    
    
• Link Membership Offer to a Product:
  
  
  • Click on the "Payments" tab, then go to the "Products" tab.
    
    
  • Click "+ Create Product" and fill out the product information.
    
    
  • Enter the Pricing name, type, and amount.
    
    
  • Go to "Additional Options", toggle the "Memberships" option, and select the appropriate membership offer.

PLEASE NOTE: Ensure the offer is published for it to appear in the dropdown menu. For more details, see the Chat To Clients CRM Offer Setup Guide.

Step 4: Recreate Automations in Chat To Clients CRM

• Build New Workflows: Use Chat To Clients CRM’s Workflows to replicate Kajabi automations. Set up triggers, actions, and conditions that match your Kajabi workflows.
  
  
• Available Actions: Utilize different actions like:
  
  
  • Grant Course Access: For offering your learner's access to specific courses.
    
    
  • Send Email: To replicate your email sequences.
    
    
  • If/Else Conditions: To manage tags and user journeys.

For a complete overview, see the Introduction to Workflows and Automations and Course Access Actions Guide.

Step 5: Test Workflows

• Test each workflow to ensure they function as expected. Verify triggers, email sequences, and course access settings, making adjustments as needed.

Migrate Website and Funnels

Use Chat To Clients CRM’s Website Builder to recreate the pages from your Kajabi site, including the homepage, product pages, and contact pages. Customize the design to match your brand, leveraging Chat To Clients CRM’s templates and blocks.

Step 1: Recreate Website Pages and Funnels in Chat To Clients CRM

• Access the Site Builder: Navigate to Sites > Funnels & Websites in Chat To Clients CRM to get started.
  
  
• Use the Template Library: Browse and choose templates that best match your Kajabi pages. This will speed up your setup and maintain a cohesive design. Learn more about the Template Library here.
  
  
• Build Each Page: Recreate key pages from Kajabi, such as your homepage, product pages, landing pages, and contact pages. Utilize pre-built blocks to replicate sections like hero banners, testimonials, and contact forms.

Step 2: Save, Draft, and Publish Your Pages

• As you build each page or funnel, Save your work, Preview changes, and Publish once you’re ready. This ensures that every change is live when you want it to be. For more guidance, visit Saving and Publishing Pages.

Step 3: Set up DNS Records

• Add an A Record: Use 162.159.140.166for root domains or subdomains.
  
  
  • Example: yoursitename.com
    
    
  • Note: If using Cloudflare, set the Proxy Status to DNS Only as Chat To Clients CRM does not support Cloudflare Proxy.
    
    
• Add a CNAME Record: Use sites.ludicrous.cloud for subdomains in your domain registrar (e.g., GoDaddy or Cloudflare).
  
  
  • Example: sometext.yoursitename.com

Step 4: Add the Domain to Chat To Clients CRM

• Go to Settings > Domains, then click + Add Domain.
  
  
• Enter your domain (e.g., mydomain.com) or subdomain (e.g., offer.mydomain.com) and select Add Record Manually.
  
  
• For root domains, enable the www redirect to point traffic to your main domain.

Step 5: Link the Domain to a Funnel or Website

• After DNS verification, select which funnel or website to associate with the domain.
  
  
• Choose the default landing page for the domain (e.g., homepage).
  
  
• Click Link Domain. The system will automatically add an SSL certificate, which may take a few minutes to process.

For more details on linking domains, visit the Chat To Clients CRM Domain Setup Guide.

Final Checks and Training

Step 1: Perform Final Data Validation

• Cross-Check Data: Ensure all data has been successfully migrated, including contacts, course content, and offers.
  
  
• Validate Workflows: Confirm that all workflows and automations are operational in Chat To Clients CRM.

Step 2: Train Team Members

• Chat To Clients CRM Training: Provide training to your team on using Chat To Clients CRM’s CRM, course management, and automation tools.
  
  
• Leverage Support Resources: Encourage team members to utilize Chat To Clients CRM’s support resources for ongoing learning.

Step 3: Monitor and Optimize

• Monitor Performance: Track the performance of your new setup in Chat To Clients CRM, making adjustments as needed.
  
  
• Continuous Improvement: Regularly review and refine your Chat To Clients CRM setup to ensure it meets your business goals.

Cancel Kajabi Subscription

Step 1: Transition Period

• Run in Parallel: Consider running Kajabi and Chat To Clients CRM in parallel during the transition phase to ensure no critical operations are missed.
  
  
• Gradual Phase-Out: Gradually reduce reliance on Kajabi as Chat To Clients CRM becomes fully operational.

Step 2: Cancel Kajabi Subscription

• Final Data Backup: Ensure all data is securely backed up before canceling your Kajabi subscription.
  
  
• Official Cancellation: Follow Kajabi’s process to cancel your subscription and terminate services.

Step 3: Post-Migration Review

• Review Success: Evaluate the success of the migration and document any lessons learned.
  
  
• Continuous Monitoring: Keep monitoring the system post-migration for any potential issues.

Frequently Asked Questions

Q: What are drip settings in Chat To Clients CRM courses?
A: Drip settings allow you to schedule when lessons or course content become available to members over time.

Q: Can drip values be set to 0?
A: No. Invalid drip values such as 0 are now blocked to prevent scheduling issues.

Q: Why was my drip setting not saved?
A: Chat To Clients CRM now validates drip values before saving. Invalid scheduling values will be rejected automatically.

Q: Do these updates affect existing drip schedules?
A: No. Existing valid drip schedules continue to function normally.

Q: Are drip schedules available for memberships and courses?
A: Yes. Drip scheduling is supported within Chat To Clients CRM course and membership products.

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