Kajabi Whatsapp Automation
Automatically tag new buyers in ActiveCampaign and send a clear WhatsApp access + orientation sequence, so more customers start using what they just bought.
Why This Workflow Matters
This workflow helps you welcome new buyers the moment they purchase an offer in Kajabi. Instead of sending delayed or generic emails, you deliver a friendly WhatsApp message that confirms access and guides them on what to do next.
The result is a smooth, personal experience that helps customers start using their new offer right away, increases satisfaction, and improves how many buyers actually activate and engage with what they purchased.
How The Automation Works
- Trigger: Offer bought
When a customer buys an offer in Kajabi, the automation starts automatically.
- ActiveCampaign Actions: Tag buyer, webhook
ActiveCampaign tags the buyer so you can track and segment them as a new customer. A webhook connects to the D7 WhatsApp API to send a WhatsApp message.
- WhatsApp Message Sent:
The buyer receives:
“Congrats! You now have access to {{offer}}.”
This confirms their purchase and access right away.
- Follow-Up Steps: Orientation message
After the initial confirmation, you send an orientation-style WhatsApp message that explains the next steps, such as where to log in, what to do first, or how to get support.
- Goal / KPI: Activation rate
The main goal is to increase your activation rate how many new buyers actually log in, start using the offer, and take the first key action.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A customer buys an offer in Kajabi (trigger: Offer bought). | Starts the workflow exactly when a new purchase happens, with no delay. |
| 2 | ActiveCampaign identifies the new buyer and applies a specific buyer tag. | Helps you segment and track customers who purchased this offer. |
| 3 | The webhook from ActiveCampaign calls the D7 WhatsApp API. | Connects your CRM to WhatsApp so messages go out automatically. |
| 4 | The buyer instantly receives: “Congrats! You now have access to {{offer}}.” | Confirms the purchase and reassures the buyer right away. |
| 5 | The buyer feels guided and knows they can access the offer immediately. | Reduces confusion and support requests about access or login. |
| 6 | An orientation WhatsApp message is sent as a follow-up. | Gives clear next steps so buyers know exactly what to do first. |
| 7 | Buyers start using the offer sooner and more consistently. | Increases engagement and improves your activation rate. |
| 8 | You review performance using activation rate as the key KPI. | Lets you measure how well the workflow turns buyers into active users. |
Whatsapp Message Variations
Original:
“Congrats! You now have access to {{offer}}.”
Template-friendly variations:
- “Congratulations! Your purchase is confirmed and you now have full access to {{offer}}.”
- “You’re in! Your access to {{offer}} is now active. Check your email or account to get started.”
- “Welcome! {{offer}} is now unlocked for you. Use your usual login details to start right away.”
Who This Workflow is For
This workflow is ideal for:
- Online course creators and educators using Kajabi to sell digital courses, workshops, or memberships and wanting more students to actually start the material.
- Coaching and consulting businesses offering programs, bootcamps, or masterminds that require clear onboarding steps.
- Digital product sellers providing templates, downloads, or toolkits where immediate access and quick instructions matter.
- Membership sites and communities that need new members to log in, explore content, and join the community right after purchase.
- Training and certification providers that depend on high activation and completion rates for their learning paths.
Any Kajabi-based business that wants more buyers to become active, engaged users of their offers will benefit from this WhatsApp-powered activation flow.
Integrate Now
Activate this Kajabi – Offer Purchased WhatsApp workflow today