Kajabi Forms: Are They Enough for Lead Generation?

If you’re looking for a straightforward way to capture leads and grow your online business, using Kajabi forms is an effective solution. I want to show you how I set up Kajabi forms, integrate automations, and organize my lead collection with tags and triggers to make the process seamless and efficient.

Throughout this walkthrough, I’ll demonstrate how I design my forms, embed them into high-converting landing pages, and manage submissions for the best results. By following these steps, you’ll be equipped to start building your audience and nurturing leads right away.

Key Takeaways

• Learn to get started and design Kajabi forms.
• Discover how automations, tags, and landing pages work together.
• Manage and monitor form submissions effectively.

Getting Started With Kajabi Forms

Kajabi Free Trial And Bonuses

As a Kajabi partner, I can offer you an extended 30-day free trial for Kajabi through my link: timpeakman.com/Kajabi. You can check out the bonuses available on that landing page before you start your trial.

Below is what you receive when you use my link and activate your Kajabi account:

Both bonuses are automated. Kajabi Unboxed is designed to guide you if you’re starting from scratch, while the sales page templates are the same ones I use in my own business.

Overview Of Kajabi Forms

Kajabi forms are one of the simplest ways I capture leads online. Here’s how I set mine up:

• Creation: I go to the Marketing section, then Forms, and use clear naming conventions (for example: "tools opt-in").
• Fields: I keep my forms simple—usually just an email field. Fewer fields typically mean higher conversion rates.
• Automations:
• When the form is submitted, I add the subscriber to my welcome email sequence.
• I also trigger an immediate email with a link to the free resource (such as a PDF guide).

Embedding the form is straightforward:

1. Landing Page: I recommend adding the form to a landing page rather than using a popup.
2. Customization: Set page details (title, URL, SEO settings), then embed the form and draft a thank you page.
3. Notifications: I always enable notifications for myself to stay updated on new submissions.

With this setup, I exchange a freebie for an email address, automate delivery, and start nurturing new leads through my welcome sequence.

Creating And Designing Kajabi Forms

Setting Up A New Form

To start, I always go to the Marketing section and select Forms. I make sure to create the form I need before embedding it anywhere. Once the form is ready, I go into my chosen landing page, add content, and select the form to embed.

I recommend hosting your form on a dedicated landing page instead of just using a popup. This provides full control over the look and feel of the opt-in experience. After the form submission, I set it to redirect users to a thank you page where they can access their promised content.

Best Practices For Form Fields

I keep it simple with just an email field on my opt-in forms. From my experience, asking for fewer details increases conversion rates. The less friction, the more likely someone is to fill out your form.

I always include two automations:

• Add the new contact to my welcome email sequence
• Immediately send a thank you email with access to the free resource (such as a PDF link)

It’s helpful to notify myself on submission, so I can see new leads coming in each day.

Naming Conventions For Forms

A clear naming convention is essential. I name each form based on its purpose, like “tools opt-in,” so I can quickly locate and manage all my forms and landing pages.

Here’s a quick example:

By following a standard naming method, I avoid confusion and errors, especially as my library of forms grows.

Building High-Converting Landing Pages

Landing Page Setup

To get started, I always create a landing page dedicated to my opt-in offer. I make sure to:

• Use an internal title that’s easy to reference, such as “tools opt-in.”
• Set a clear slug/URL, for example, timpeakman.com/tools, so it’s pitched easily.
• Fill out SEO details including a page title, short description, and upload a thumbnail image.
• Ensure the page is set to show in search results.

Here’s a quick checklist for the landing page setup:

Embedding Forms On Landing Pages

Once my page is ready, I embed a form right into the landing page rather than using popups. To do this, I:

• Add a Form block in the Kajabi page editor.
• Select the specific form I created for this opt-in.
• Keep the form fields minimal—usually just the email field—to maximize conversion rates.
• Set up two automations:
• Subscribe new leads to my email sequence.
• Send an immediate thank you email with the promised content link.

Tip: Naming conventions are crucial—label your forms and pages clearly to avoid confusion later.

SEO And Sharing Optimization

I always enter a concise SEO title and a clear description so the landing page displays well when shared or indexed by search engines. Adding a thumbnail image helps the page look appealing in social media previews.

• Make sure the “show in search results” option is enabled.
• Review the sharing preview, so everything appears clean and professional.
• Double-check all details before saving the page to ensure everything is set up correctly.

By following these steps, my landing pages are both visually effective and technically optimized for conversions and discoverability.

Automations, Tags, And Triggers

Adding Automations To Kajabi Forms

When I set up a Kajabi form, I always include key automations right from the start. Typically, I add two main automations:

1. Subscribe to Email Sequence – Once someone fills out the form, they're automatically added to my welcome sequence.
2. Send Immediate Email – Right after submission, an automated email is sent out. This usually contains a thank you note and a direct link to download the offered PDF guide.

I also set up notifications for myself so I'm instantly aware when someone new has opted in.

Tagging And Email Sequences

Naming conventions play a critical role in managing forms and sequences. For example, I title my forms clearly, like "tools opt-in," so I can easily find them later. When someone opts in, they're tagged and moved directly into the appropriate email sequence.

I keep my forms minimal—usually just an email field—to encourage higher conversion rates. Fewer fields mean less friction for users.

Quick tips:

• Use simple names for forms and sequences
• Keep opt-in forms short
• Assign tags and automate email sequence enrollment

Welcome Sequences And Lead Nurturing

As soon as a subscriber joins through a form, my welcome sequence starts. The first email provides immediate value—a thank you and access to the free content they requested. This builds trust and encourages engagement.

The welcome sequence is designed to nurture leads over time, keeping them informed and gradually introducing my paid products and services. Each contact begins with automated delivery, ensuring fast responses and a smooth user experience.

Managing And Monitoring Form Submissions

Thank You Pages And Resource Delivery

After a form is submitted, I always direct users to a thank you page. This page can be customized to deliver a resource, such as a PDF guide, or to provide further instructions. I recommend attaching the resource to the follow-up email as well, and highlighting it as a direct link for the user.

Common thank you page approaches:

• Immediate delivery of guide, PDF, or media
• Redirecting to a follow-up offer or next step
• Short message confirming receipt

Example flow:

This structure ensures users receive the promised resource immediately and have tangible next steps.

Notification Setup

I always set up notifications for every form submission so I can monitor incoming leads daily. This is managed through an automation in Kajabi, which notifies me whenever a form is completed.

• Automation steps:
1. When form is submitted, subscribe user to email sequence
2. Send the resource email automatically
3. Notify myself of new submission

This ensures every form entry is captured and followed up efficiently. Remember to hit "save" after setting your notification preferences to ensure automations are activated.

Conclusion

If you want to try Kajabi, I can offer you an extended 30-day free trial at timpeakman.com/Kajabi.
By using my affiliate link, a portion of your subscription—should you continue after the trial—supports this channel.

Bonus programs for you:

• Kajabi Unboxed: Free when you open a new account with my link
  Covers what I would do to set up a new Kajabi account for scale
• Kajabi Sales Page Templates:
• Forward me your paid receipt and I’ll send over the exact templates I use.
• Download easily as a zip and upload to your Kajabi account.

Quick Reference Table:

If you need help, comment below the video and I’ll respond.
For more info and extra bonuses, visit timpeakman.com/Kajabi.