Admin Reference Guide

Newbold Connect Website Editing Guide

This guide covers everything you need to manage Newbold Connect — from editing custom sections in the visual editor, to running email campaigns, managing offers, and using automations. Each chapter below uses a real section from your website as a working example.
CHAPTER 1

GETTING STARTED WITH THE VISUAL EDITOR

Last updated: April 2026


How Kajabi's Visual Editor Works

The Visual Editor is your primary tool for managing every page on Newbold Connect. Access it by navigating to Website → Pages in the admin sidebar, then clicking on any page.

Pages, Sections, and Blocks

Pages are the top-level containers — Home, About, Library, Pricing, etc. Each page has a template that determines its URL and which sections appear on it.

Sections are the modular building blocks stacked vertically on each page. All custom Newbold Connect sections begin with the NB prefix (e.g., NB Custom Hero, NB Video Rail, NB Pricing Plans). You can add, remove, reorder, and hide sections using the left panel.

Blocks are repeatable items inside certain sections — for example, individual FAQ items, feature cards, pricing plans, or instructor profiles. You can add, remove, reorder, and duplicate blocks within their parent section.

The Editing Workflow

1. Go to Website → Pages and click the page you want to edit.

2. The Visual Editor opens, showing all sections in the left panel.

3. Click any section to open its settings. Adjust content, colours, toggles, and layout as needed.

4. Click Preview (top-right) to check your changes before they go live.

5. Click Save (top-right) to publish. Note: Save means live — there is no separate draft/publish step.

Understanding Toggle Switches

Many NB sections contain toggle switches (checkboxes) that control visibility and behaviour. For example, Show Eyebrow controls whether the small label text above a headline appears, and Enable Multi-Currency reveals additional price fields for GBP, USD, EUR, and CAD.

When you toggle a setting OFF, the related fields are hidden in the editor but their values are preserved — so you can toggle them back ON later without re-entering data.

The Background Engine

Nearly every NB section includes a shared background system with four modes:

Solid Colour — A single colour. Use #000000 or #0a0a0a for the standard dark look.

Gradient — A multi-stop colour gradient with direction control. Use subtle dark-to-dark gradients for visual depth.

Image — A full-width background image with position and parallax (fixed) options. Always add an overlay with 60–80% opacity to keep text readable.

Video — A looping background video. Use sparingly, only on hero sections.

Important: When you switch background type, all settings for the previous type are hidden. They are not deleted — switching back restores them.

Padding, Spacing, and Max Width

Every section has separate padding for desktop and mobile (in pixels). Defaults are typically 80–100px top/bottom on desktop, 50–60px on mobile. Content Max Width (usually 1200px) controls how wide the content area is within the section. For text-heavy pages, 900px is more readable.

Full Kajabi documentation: help.kajabi.com — Website Editor Overview

NB CUSTOM HERO

The most versatile hero section. Features an eyebrow label, large headline, description paragraph, and the full background engine (colour, gradient, image, or video).

Key toggles:

Show Eyebrow — controls whether the small uppercase label appears above the title.

Show Pill — reveals a badge/pill component below the description. When combined with Enable Multi-Field, the pill converts from a single-line badge to a 2-column checkmark grid — ideal for listing key benefits.

Show Pill Icon — adds a FontAwesome icon to the left of the pill text. Choose from 30+ icons in the dropdown.

Background Fixed — creates a parallax scrolling effect on background images.

Best used for: Landing pages, the Library page, any page needing a strong visual opening.

NB ABOUT HERO

A specialised hero for the About page. Supports the same background engine plus a dedicated Wistia video embed with click-to-play thumbnail overlay.

Key toggles:

Background Fixed — parallax effect on background images.

Key functionality:

• The video thumbnail is clickable. When clicked, it triggers the Wistia API to load and play the embedded video. This keeps the page fast (the video doesn't load until requested).

• Staggered fade-in animations on the text and video elements as the section scrolls into view.

Best used for: The About page and welcome/introductory pages.

NB HERO CATALOG

Combines a hero headline with a built-in search bar and category filter buttons. Designed specifically for browse/catalog pages.

Key toggles:

Background Fixed — parallax scrolling.

Use Custom Link — switches the primary CTA button between a Kajabi action and a freeform URL.

Key functionality:

• The search bar and category filters are automatically populated from your product tags. Learners can filter available classes without leaving the page.

Best used for: Library, Masterclasses Gallery, and any course catalogue page.

CHAPTER 2

Carousel, Video & Display Sections

These sections use carousels, animated counters, and dynamic badges. Each has toggles that control visibility and behaviour — documented below.

NB Video Rail

Horizontal scrolling carousel of video thumbnails — the most-used section across the site. Each video card is a block with title, thumbnail, and link. Key toggles: • Show Eyebrow — header label above the rail • Show Coming Soon — greys out video cards marked as upcoming • Show New Badge — highlights recently published videos • Background Fixed — parallax on background images

NB New Releases

Highlighted grid for newly published classes. Similar to Video Rail but with larger cards and a 'NEW' badge overlay. Key block toggle: • Is New (per block) — each individual card can be toggled independently to show or hide the NEW badge. This is a block-level toggle, not section-level.

NB Featured Instructors

Instructor profile carousel with photo, name, title, and short bio. Cards have hover effects with border colour changes controlled by section settings. Key functionality: • Carousel with arrow/dot navigation and touch swiping on mobile • Card border colour changes on hover (configurable in section settings)

NB Faculty Carousel

An alternative instructor display with carousel navigation. Each faculty member is a block. Key toggles: • Show Button — shows/hides a section-level CTA button • Background Fixed — parallax effect

NB Testimonials

Client/student testimonial carousel with optional ratings. Key toggles: • Enable Vertical Scroll — switches the carousel from horizontal sliding to vertical scrolling. A significant UX change. • Show Eyebrow / Show Title / Show Description — independently control each header element • Background Fixed — parallax effect

NB Stats Bar

Compact horizontal bar displaying animated key statistics (e.g., '125+ Years', '50+ Classes'). Key toggles: • Enable Animation — when ON, numbers count up from 0 to their target value as the section scrolls into view. When OFF, numbers display immediately. • Enable Animated Background — adds a subtle moving gradient background effect • Background Fixed — parallax effect Performance note: counter animations use JavaScript intervals. On pages with many sections, consider disabling if performance is a concern.

Platform Features Visual

(Image placeholder matching left column height)

CHAPTER 3

PRICING SECTIONS & THE MULTI-CURRENCY SYSTEM


How Pricing Works on Newbold Connect

Newbold Connect supports four currencies — GBP, USD, EUR, and CAD — across all pricing sections. Visitors can switch between currencies using a toggle button that appears on the frontend. When they switch, both the displayed price AND the purchase button destination change to match the selected currency.

This means each pricing section requires four separate offer links — one per currency. If any currency field is left blank, that currency option will show a broken or empty button. Always fill all four or disable the currency toggle.

NB Pricing Plans

The most feature-rich pricing section. Each plan is a separate block, and the section supports up to 20 plans.

Section-level toggles:

Show Currency Toggle — shows/hides the GBP | USD | EUR | CAD switcher on the frontend.

Enable Multi-Currency URL — when ON, reveals four separate button URL fields per plan (one per currency). When OFF, all currencies share a single button URL.

Show Guarantee — displays a money-back guarantee badge below pricing.

Show Eyebrow — header label above the plans.

Full Width — expands the section to use the full browser width.

Block-level toggles (per plan):

Is Featured — marks this plan as the recommended option with highlighted card styling.

Enable Multi-Currency — reveals four price amount fields instead of one. This is a block-level toggle, so each plan can independently have multi-currency enabled or disabled.

Hide Currency Symbol — removes the £/$/€ symbol. Use this for plans labelled "Free" or with custom text pricing.

NB CTA Pricing Card

A single-card pricing section with animated border effects (pulsing gradient border and glow). Used for featured offer callouts.

Key toggles:

Show Eyebrow — label above the card.

Enable Multi-Currency URL — four separate CTA button URLs.

Show Guarantee — guarantee badge.

Visual note: The animated border runs continuously (3-second loop). On hover, the animation speeds up. This is a CSS-only animation and cannot be toggled off from the editor.

NB Founding Members Pricing

A specialised pricing section for launch/early-access offers.

Key toggles:

Show Badge — displays a "Founding Member" or custom badge above pricing.

Show Currency Toggle — the currency switcher.

Enable Multi-Currency URL — currency-specific button URLs.

Show Spots Remaining — displays a countdown of available spots. This number is set manually in the editor and does not auto-decrement with purchases.

Show Instructor Image — adds an instructor photo to the pricing card.

Full Width — expands to full browser width.

NB Course Detail Hero (Pricing Component)

The course landing page hero includes built-in pricing with the same multi-currency system.

Key toggles:

Show Trailer — shows/hides the video trailer section.

Show Meta Grid — displays course metadata (duration, lessons, level).

Enable Multi-Currency URL — four CTA button URLs per currency.

Show Membership Option — reveals a secondary pricing tier below the primary CTA (e.g., "Or join the membership for £X/month").

Where Prices Come From

The actual prices displayed in these sections are entered directly in the section settings — they are not pulled automatically from Kajabi Offers. If you change a price in your Offer, you must also update it in the relevant section settings. The button URLs, however, should point to the correct Offer checkout pages.

To manage your Offers (the actual payment/access system), go to Sales → Offers in the admin.

Full Kajabi documentation: help.kajabi.com — Offers Overview

CHAPTER 4

Content & Layout Sections

These sections handle structured content — card grids, feature lists, FAQs, comparison tables, and outcome displays. Each has toggles documented below.

NB Core Values

Card grid with icon, title, and description per card. Supports split layout with a sidebar quote. Key toggles: Show Eyebrow, Show Header Image, Enable Single Quote, Enable Split Layout, Enable Constrained Width, Show Buttons, Background Fixed. Note: Enable Split Layout changes the grid to a two-column layout with quote sidebar. Enable Single Quote and Enable Split Layout can conflict — use one or the other.

NB Platform Features

Two-column layout with a feature list on the left and an image on the right. Each feature is a block with icon, title, and description. Key toggles: Show Eyebrow, Show Button, Uppercase Titles (changes card title styling globally), Full Width, Background Fixed. Block icon mode: Each feature block has an icon_type toggle — choose between a FontAwesome icon class or a custom uploaded image.

NB Community Features

Feature cards with eyebrow, title, description, and a side image/video. Key toggles: Show Eyebrow. Key select: Media Type — switches between static image and video embed for the section's visual. Block icon toggle: icon_type (icon or image) — switches between a FontAwesome dropdown and a custom image picker per card.

NB Course Outcomes

Outcome cards with emoji or image icons. Each outcome is a block. Key toggles: Show Heading, Background Fixed. Block icon mode: Each outcome has icon_type — choose between an uploaded image or an emoji character. These are mutually exclusive.

NB FAQ Accordion

Expandable FAQ accordion. Each FAQ item is a block with question and answer fields. Key toggles: Show Eyebrow, Show Heading, Background Fixed. Functionality: Only one accordion item opens at a time — clicking a new question collapses the previous one. Answer fields support rich HTML.

NB Feature Comparison

A comparison table with up to 3 plan columns and feature rows. Each row is a block. Key toggles: Show Eyebrow, Full Width, Background Fixed. Block select: Each row has plan1/plan2/plan3 value options — choose check (✓), dash (—), or custom text per column. Up to 30 rows supported.

CHAPTER 5

Offers, Payments & Pricing

How do I create a new offer for a course?
+
Go to Sales → Offers and click Create Offer. Give it a title, select the product (course), choose free or paid, set the price and payment method, then save. You can create multiple offers for the same product at different price points — for example, a one-time payment and a monthly subscription. Full documentation: https://help.kajabi.com/en/articles/12695504-offers-overview
How do I connect payment processing?
+
Go to Settings → Payments → Payment Setup. Kajabi supports Kajabi Payments (native), Stripe, PayPal, Afterpay, Apple Pay, and Google Pay. You must connect at least one payment processor before you can set paid pricing on offers. Full documentation: https://help.kajabi.com/en/articles/12695446-payment-settings
How do I create a coupon or discount code?
+
Go to Sales → Coupons. Create a coupon code, set the discount type (percentage or fixed amount), select which offers it applies to, and set expiry dates if needed. Share the code with learners — they enter it at checkout.
How do I grant free access to a course?
+
Two options: (1) Create a free offer for the product — anyone with the link can enroll. (2) Use a 'ghost offer' — go to Contacts, find the person, click Grant Access, and select the offer. Ghost offers grant access without any transaction.
How does the multi-currency system work?
+
You create separate offers per currency (e.g., one for £49 GBP, one for $59 USD). In the pricing section settings, you enter each offer's checkout URL in the corresponding currency field. The frontend currency toggle then switches which URL the purchase button points to. Important: If any currency field is left blank while the currency toggle is visible, visitors selecting that currency will see a broken or empty button.
How do I set up a payment plan?
+
When creating an offer, choose 'Payment Plan' as the payment frequency. Set the number of installments, the amount per installment, and the interval. Kajabi handles the recurring charges automatically through your connected payment processor.
How do I issue refunds?
+
Go to Sales → Transactions, find the transaction, and click Refund. You can issue full or partial refunds. Note: refunding does not automatically revoke course access — you need to do that separately from the contact's profile if desired.
Can I set up automatic access revocation for failed payments?
+
Yes. Go to Settings → Payments → Customer Payments. Enable 'Auto-Revoke' for failed subscription payments. You can also configure 'Auto-Grant' to restore access when payment is recovered. Set trial reminders and invoice reminders in the same panel. Full documentation: https://help.kajabi.com/en/articles/12695446-payment-settings
CHAPTER 6

EMAIL CAMPAIGNS & AUTOMATIONS


Email Campaigns

Access email campaigns under Marketing → Email Campaigns. There are two types:

Broadcasts — Single emails sent to a segment of your contacts. Perfect for announcements, new class launches, and promotions. You can schedule them in advance and A/B test subject lines.

Sequences — Automated series of emails triggered by a specific action (signup, course enrollment, form submission). Each subscriber receives the sequence on their own timeline, starting from when they triggered it. Set delays between emails (1 day, 3 days, 1 week, etc.).

Email Design

Choose between Simple Text (personal-looking, no design elements) and HTML (branded templates with images, buttons, logos). HTML emails offer 15+ customisable templates. Save your designs as reusable templates for brand consistency.

Segmentation

When sending broadcasts, you can filter recipients by tags, offer purchases, course enrollment, email engagement, form submissions, and more. Use the segment builder in Contacts → Segments to create reusable audience filters.

Full Kajabi documentation: help.kajabi.com — Email Campaigns Overview

Automations

Automations use "When → Then → But Only If" logic to automate actions across your platform. Access them under Marketing → Automations.

Common Automation Recipes for Newbold Connect

Grant access on purchase — When a specific offer is purchased, then grant access to the associated course.

Welcome email on enrollment — When a contact is granted an offer, then subscribe them to a welcome email sequence.

Tag on lesson completion — When a student completes a specific lesson, then add a tag (e.g., "completed-module-1").

Certificate on course completion — When all lessons in a course are marked complete, then send a certificate of completion.

Re-engagement sequence — When a contact hasn't logged in for 30 days, then subscribe them to a re-engagement email sequence.

Triggers Available

Form submissions, email opens/clicks, lesson completions, quiz passes, offer purchases, event registrations, tag additions, and more.

Actions Available

Tag contacts, subscribe/unsubscribe to email sequences, grant/revoke offer access, send individual emails, and send certificates.

Plan Limitations

Basic Plans can add automations inline (within funnels, emails, offers, lessons). Growth and Pro Plans unlock Advanced Automations with conditional logic ("but only if") — available from the Marketing tab dashboard.

Full Kajabi documentation: help.kajabi.com — Automations Overview

CHAPTER 7

Courses, Community & Contacts

How do I add a new lesson to a course?
+
Go to Products → Courses, click the course, then click into the module where you want the lesson. Click '+ Add Lesson', enter the title, and add your content — video, text, downloadable files, or a combination. Full documentation: https://help.kajabi.com/en/articles/12695101-courses-overview
How does drip content work?
+
Drip content releases lessons on a schedule rather than all at once. Go to the course settings and enable Drip. Set the number of days after enrollment each module or lesson becomes available. Students see locked content with a 'Available on [date]' message.
How do I set up a certificate of completion?
+
Go to the course editor and click Certificates in the sidebar. Design your certificate, set the completion criteria (all lessons complete, quiz passed, etc.), and enable it. Certificates can be sent automatically via automations or downloaded by students from their dashboard.
How do I manage community access?
+
Go to Products → Community. Create Community Access Groups (free or paid) — each automatically generates an offer. Grant access to existing contacts through Sales → Offers → Grant Access, or let new members purchase access directly. Key features: leaderboard tracking, post moderation tools, custom reactions, scheduled posts, and community guidelines. Full documentation: https://help.kajabi.com/en/articles/12695289-how-can-i-share-access-to-my-community
How do I manage contacts and tags?
+
Go to the Contacts tab in the main navigation. Here you can view all contacts, filter by segments, apply tags, and manage individual profiles. Tags are your primary organisational tool — create them in Contacts → Tags. Use them for segmentation, automation triggers, and email targeting. You can bulk-apply tags to multiple contacts at once. Full documentation: https://help.kajabi.com/en/articles/12695359-contacts-tab-overview
Where do I find analytics?
+
Go to the Analytics tab. The dashboard shows customisable widgets for gross revenue, new contacts, subscriptions, MRR, churn rate, and more. You can adjust date ranges, add/remove widgets, and drill into detailed reports. Key metrics for Newbold Connect: Gross Revenue by Offer, New Subscriptions, Subscription Retention, and Opt-ins. Full documentation: https://help.kajabi.com/en/articles/12696271-analytics-overview
CHAPTER 8

FUNNELS, FORMS & LEAD CAPTURE


Funnels (Pipelines)

Funnels connect your landing pages, email sequences, and offers into an automated path from visitor to enrolled learner. Access them under Marketing → Funnels.

A typical Newbold Connect funnel might look like:

1. Landing page with a free resource or webinar registration form.

2. Thank-you page confirming the signup.

3. Email sequence nurturing the lead with value content over 5–7 days.

4. Sales email with a link to the class offer checkout page.

Kajabi provides pre-built funnel templates with page copy and email sequences to get started quickly. You can customise every element.

Full Kajabi documentation: help.kajabi.com — Funnels Overview

NB Contact Form Section

The custom contact form section on Newbold Connect has animated form fields with a "typing" placeholder effect and a shimmer/glare button animation. It connects to Kajabi's built-in form handling system.

To configure which form appears: select the form ID in the section settings. Forms are created and managed under Marketing → Forms.

Form submissions appear in Contacts and can trigger automations (e.g., auto-tag, subscribe to email sequence, grant access).

NB Masterclass Signup Section

Similar to the contact form but designed for course-specific signup pages. Features the same animated form field effects. Connect it to a dedicated form for each class.

Checkout & Settings

Customise your checkout experience under Settings → Payments → Checkout. Options include checkout page customisation, email and card storage opt-in, webhooks for external integrations, and tracking code for analytics.

Customer-facing settings (receipt emails, trial reminders, self-cancellation) are under Settings → Payments → Customer Payments.

Full Kajabi documentation: help.kajabi.com — Payment Settings

REFERENCE

Section Capabilities Matrix

Quick reference — which capabilities apply to which section categories.

Capability Hero / Prose Card / Grid Carousel
Background engine (colour/gradient/image/video)
Toggle switches in settings
Repeatable blocks (add/remove items)
Multi-currency pricing system
Carousel/slider navigation
Accordion expand/collapse
Scroll-triggered animations
Rich text / HTML content field
Video embed support
Block-level toggle switches
Need Help?

Questions About Your Website?

If you need help with anything not covered in this guide, please contact your web developer with a screenshot and the page URL for the fastest resolution. For Kajabi platform questions, visit help.kajabi.com or use the chat support widget in the bottom-right corner of your admin panel.