Step 1: Sign In to Your Kajabi Account

 

First, log in to your Kajabi account. If you don't have one, you'll need to sign up and choose a plan that suits your needs.

 

Step 2: Create a New Assessment

 

Once you're logged in, go to the "Products" section in the sidebar. Click on “New Product” and choose “Assessment” from the options. This is where you'll build your quiz or survey.

 

Step 3: Set Up Your Assessment

 

- Title Your Assessment: Give your assessment a name that reflects what you are trying to find out.

- Add Questions: You can create your own questions or use fact finders. Fact finders are tools or question sets that help you gather specific information about your users. They can be very useful in designing questions that are targeted and relevant.

 

Step 4: Customize Your Assessment

 

- Design: Choose a design template that matches your brand or the look you want.

- Settings: Decide how you want users to interact with your assessment. For example, should they see one question at a time or all questions at once?

 

Step 5: Set Up Logic and Branching (Optional)

 

If you want to make your assessment smarter, you can set up logic paths. This means if someone answers a question in a certain way, you can decide what their next question should be. This helps make the assessment more relevant to each user.

 

Step 6: Integrate Your Assessment with Your Funnel

 

- Link to Pages: Add links to your assessment in your emails, landing pages, or anywhere else in your Kajabi site where users will find it.

- Trigger Actions: Decide what happens after someone completes your assessment. For example, you could tag them in your system for specific follow-ups or send them a custom email based on their answers.

 

Step 7: Test Your Assessment

 

-Before you go live, make sure to test your assessment yourself. You can also ask a friend or a colleague to go through it to catch any issues or mistakes.

 

Step 8: Launch and Monitor

 

-Now, launch your assessment by making it live on your site. Keep an eye on the results and feedback to see how it is performing. Use this information to make any necessary adjustments.

 

Step 9: Analyze the Results

 

-After your assessment has been running for a while, look at the data you've collected. This can give you valuable insights into your audience and help you make better decisions about your products or services.

 

By following these steps, you can effectively create an assessment funnel in Kajabi that engages your audience and provides you with important information about their preferences and needs.