Home Classes Pricing & Plans About Instructors Contact

Vlad Kutepov ยท VK Studio ยท vladkutepov.com

Newbold Connect โ€” Website Editing Guide

Everything you need to manage your Newbold Connect platform

For support queries or website extension requests, please contact your developer

QR Code

Scan or click to access video tutorial

Please Note: This guide covers the Phase 1 rollout of Newbold Connect. Community features, Store, Library page, and other system pages were not included in this phase and are not documented here. For full official Kajabi documentation, visit the Kajabi Help Centre.

Welcome to Kajabi, the platform powering your Newbold Connect website. Kajabi is a complete business operating system that combines website building, course delivery, email marketing, and student relationship management all in one place.

Your Kajabi Admin Dashboard

To get started managing your website, log in to Kajabi using your admin account credentials. Once logged in, you'll see your dashboard โ€” the central hub for all platform operations.

Pro Tip: Bookmark your Kajabi login page for quick access. You'll be returning here frequently to manage content, monitor analytics, and handle student communications.

Understanding the Platform Structure

Kajabi operates around three core concepts that are essential to understand:

Website Pages

These are the public-facing pages of your Newbold Connect site. They're built using sections (think of sections as building blocks that stack to create full pages). Your homepage, course catalogue, about page, and contact page are all website pages. Learn more about editing pages in the Website Pages section below.

Products

Products in Kajabi can be courses, coaching programmemes, communities, podcasts, or digital products. Each product contains its own content, pricing, and access rules. Students purchase or are granted access to products, then consume the content within them.

Funnels

Funnels are conversion-focused page sequences designed to guide visitors toward a specific action โ€” usually a purchase. They include landing pages, checkout pages, and thank-you pages. Funnels operate independently from your main website.

Offer Checkout Pages

Offers in Kajabi have their own checkout templates. The checkout page is where students complete their purchase. These are separate from website pages โ€” they live under Offers โ†’ specific offer โ†’ Checkout. Alex has been provided with template options for checkout pages โ€” duplicate from existing templates.

Newbold Approach: Checkout on Newbold Connect uses Kajabi's modal checkout โ€” not a separate checkout page template. The modal overlays on the current page when a student clicks "Enrol" or "Buy." This modal has been custom-styled to match the Newbold dark design system. No separate checkout template is needed.

Landing Pages

Landing pages are standalone pages used for marketing campaigns. They have their own separate templates (not shared with website pages). To create a new landing page, duplicate an existing one from Alex's provided templates. Landing pages are found under Website โ†’ Landing Pages.

Newbold Approach โ€” Thank-You Page Redirect (Single Products Only): After a student purchases a single product, you can redirect them to a specific page. Here is how it works on Newbold Connect:
  • 1. Create a new Landing Page (Website โ†’ Landing Pages โ†’ + New Landing Page)
  • 2. Open the Landing Page in the editor. In the left-hand panel, add a Custom Code block to the page
  • 3. Click the Custom Code block to open it. Paste a redirect script inside โ€” you can copy this from any existing landing page that already has a redirect configured (click the Custom Code block on that page to see the script)
  • 4. The redirect script points to the product page, which is gated behind the login wall. The student lands on the Landing Page for a brief moment, then the script automatically redirects them to the product page where they can access their purchased content
  • 5. In your Offer settings, set this Landing Page as the "After Purchase" redirect destination
Important: This redirect approach works only for individual product purchases, not for memberships. Memberships use a different post-purchase flow managed through Kajabi's built-in membership access system.

Product Templates (Duplication Approach)

When creating new products (courses, coaching), duplicate from an existing product template. This preserves the Newbold design, section configurations, and styling. Never start from a blank template โ€” always duplicate from the approved base.

Dashboard Navigation Overview

Your Kajabi dashboard is organised into these main sections:

  • Website โ€” Manage your public-facing pages and sections
  • Products โ€” Create and manage courses, coaching, communities, and digital products
  • Offers โ€” Set pricing and create offers for your products
  • Automations โ€” Build email sequences and triggered actions
  • Contacts โ€” Manage your student and subscriber database
  • Analytics โ€” Track performance, revenue, and engagement metrics
  • Settings โ€” Configure integrations, payment processors, and site-wide preferences

Getting Help

Kajabi has extensive documentation available at help.kajabi.com. You'll also find contextual help throughout the platform by clicking question mark icons next to feature names.

Website pages in Kajabi are built using a powerful section-based system. Think of each page as a container that holds multiple sections, stacked vertically. By rearranging, customizing, and adding sections, you can create unlimited page layouts without touching code.

How Pages and Sections Work

Each website page is composed of one or more sections. A section is a self-contained content block with its own styling, layout, and settings. Sections can contain text, images, forms, buttons, testimonials, pricing tables, and more.

The Newbold Connect platform includes a rich library of custom sections (prefixed with nb_) that have been specifically designed for educational and professional platforms, alongside Kajabi's default sections.

Adding a Section to a Page

  • Navigate to Website โ†’ select your page
  • Click the + Add Section button between existing sections or at the bottom of the page
  • Browse the section library and select the section type you need
  • Configure the section settings, add your content, and save

Editing an Existing Section

  • Hover over the section and click Edit
  • Modify text, images, colors, or other settings within the section editor
  • Changes preview in real-time in the editor
  • Click Save to publish your changes immediately

Removing a Section

  • Hover over the section header and click the โ‹ฎ (three-dot menu)
  • Select Delete from the menu
  • Confirm the deletion when prompted

Reordering Sections

  • Hover over the section header and click the โ‹ฎ menu or use the drag handle
  • Select Move Up or Move Down to reorder
  • Or drag the section header up or down to reposition

Common Section Settings

Most sections in the Newbold library share a consistent set of configuration options:

Background Type (bg_type)

Controls what appears behind your section content. Options include:

  • Colour โ€” A solid background colour from your brand palette
  • Gradient โ€” A smooth gradient between two colours
  • Image โ€” A background image (you can upload or select from your media library)
  • Video โ€” A background video (provides a cinematic, premium feel)

Content Visibility Toggles

Most sections have toggles to show/hide specific content elements without deleting them:

  • Show/hide titles and descriptions
  • Show/hide call-to-action buttons
  • Show/hide images or media
  • Show/hide testimonials or testimonial dots

Animation Settings

Bring sections to life with scroll-triggered animations:

  • Fade In โ€” Content fades in as it enters the viewport
  • Slide In โ€” Content slides in from a direction
  • Scale Up โ€” Content grows into view
  • None โ€” No animation (recommended for header sections)

Custom Newbold Sections

The Newbold Connect platform includes 33 custom sections specifically designed for educational institutions and professional platforms. These sections are prefixed with nb_ to distinguish them from standard Kajabi sections. See the Custom Section Reference section below for details on each.

Best Practices for Page Building

Follow a Clear Visual Hierarchy

  • Start with a hero section to establish context and interest
  • Follow with introductory/overview content
  • Introduce features, benefits, or course details in the middle
  • Include testimonials or social proof before a call-to-action
  • End with a strong final CTA and next steps

Use Whitespace Strategically

  • Not every section needs a background colour or image
  • Solid dark backgrounds with generous padding create visual breathing room
  • Alternating background treatments keep pages visually dynamic

Maintain Design Consistency

  • Use the same colour palette across your sections
  • Stick to 2-3 font sizes and weights (Gotham for headings, Poppins for body)
  • Use the Newbold teal (#0fa3b1) for call-to-action buttons consistently

Optimise for Mobile

  • Test every page on mobile (768px and below)
  • Make sure text remains readable on small screens
  • Ensure buttons and forms are touch-friendly on mobile

Page Settings & SEO Configuration

Editing Page Settings

  • Click the gear icon on any page in the website page list
  • Configure: Page Title, URL slug, Meta Description
  • Set page visibility: Published, Draft, or Hidden

SEO Settings โ€” Website Pages vs Landing Pages

  • Website Pages: SEO settings are found in Edit Details โ†’ Page Title and Page Description. These control how the page appears in Google search results.
  • Landing Pages: SEO settings work similarly but landing pages also have a "Visibility" toggle that controls whether the page is indexed by search engines at all.
  • Key Difference: Website pages are always indexable when published. Landing pages can be set to "no-index" to keep them private even when published (useful for exclusive funnel pages).
  • Always fill in Page Title and Page Description for every published page

Forms โ€” Using, Viewing Submissions & Notifications

Kajabi includes a built-in form system that lets you collect information from visitors โ€” enquiries, registrations, feedback, and more. Forms appear as sections you add to any page.

Adding a Form to a Page

  • Open the page editor for the page where you want the form
  • Click + Add Section and choose a form section (e.g., nb_contact_form or Kajabi's built-in Contact Form)
  • Customise the heading, description, and success message in the section settings
  • The form collects the visitor's name, email, and message by default
  • Save and publish the page โ€” the form is now live

Viewing Form Submissions

  • Navigate to Contacts in the main admin menu
  • People who submit a form are automatically added to your contacts list
  • Click on a contact's name to see their full profile, including when they submitted the form and what information they provided
  • You can also filter contacts by form submission using tags (see the Automations section for how to auto-tag form submissions)

Updating the Form Notification Email

  • By default, form submissions send a notification to the site owner's email address
  • To change this: navigate to Settings โ†’ General
  • Update the Site Owner Email or the Notification Email field to the address that should receive form notifications
  • This is also the address that receives other system notifications (new purchases, refunds, etc.)
Newbold Tip: If multiple team members need to receive form notifications, consider setting up an email forwarding rule from the notification address to a shared inbox or distribution list. Kajabi only supports one notification email address.

The Newbold Connect platform includes 33 custom sections designed specifically for educational and professional platforms. All custom sections are prefixed with nb_ and share a consistent configuration system for backgrounds, animations, and visibility controls.

Tag Legend: Tags on each section card indicate capabilities and settings:

  • Multi-Currency โ€” Supports GBP, USD, EUR, CAD with currency-specific pricing and URLs
  • Background Engine โ€” Includes background type selector for colour, gradient, image, or video backgrounds
  • Blocks โ€” Supports repeatable content blocks (cards, features, items)
  • Toggles โ€” Number of on/off toggle controls available at section level
  • Animation โ€” Built-in micro-interactions or animated elements
Note โ€” Funnel Mode: The nb_funnel_mode section is a special utility that redirects all visitors to a "coming soon" page when enabled. It was used during the Newbold Connect launch and should remain hidden now that the site is live. If you ever need to take the site offline temporarily, you can re-enable it.

Hero & Landing Sections

nb_custom_hero

A large, eye-catching banner that sits at the top of a page. It displays your main headline, a short description, an optional badge, and a call-to-action button โ€” all over a dramatic background image or video.

Used on: Homepage, course landing pages, campaign pages

Future use: Any new page that needs a strong visual introduction โ€” event pages, programme launches, special announcements.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a small label above the headline (on by default)
  • โ—† Show Pill Badge โ€” adds a coloured badge with an icon, like a trust signal (on by default)
  • โ—† Show Shield Icon โ€” shows an icon inside the pill badge (on by default)
  • โ—† Multi-field Layout โ€” splits the content into two columns for more complex layouts (off by default)
  • โ—† Fixed Background โ€” locks the background image so content scrolls over it like looking through a window (off by default)
  • โ—† Background Type โ€” choose between a solid colour, gradient, uploaded image, or video background
  • โ—† Pill Icon โ€” pick from 30 different icons for the badge (shield, star, book, graduation cap, etc.)
5 Toggles Background Engine

nb_about_hero

A hero banner designed specifically for your About page. It introduces your college's mission, story, and values with a large background image and customizable heading.

Used on: About page

Future use: New pages about your institution, heritage sections, or organization overview pages.

Settings you can change:

  • โ—† Heading Tag โ€” choose between H1 or H2 for SEO purposes
  • โ—† Background Type โ€” solid colour, gradient, image, or video
  • โ—† Image Position โ€” where the background starts (top, center, or bottom of the image)
  • โ—† Fixed Background โ€” locks the background for a parallax (layering) effect (off by default)
1 Toggles Background Engine

nb_course_detail_hero

A specialized hero banner for individual course pages. It displays course title, badge, description, and includes an enrolment card on the right side with pricing and enrolment information.

Used on: Individual course pages (Foundation Course, Masterclass pages, etc.)

Future use: Any course or programme landing page where you want to display key details and allow direct enrolment.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax scrolling effect (off by default)
  • โ—† Background Type โ€” none, solid colour, gradient, image, or video
  • โ—† Image Position โ€” where the background image aligns on the screen
1 Toggles Background Engine Blocks

nb_hero_catalog

A hero banner for your courses catalogue page. It welcomes visitors to your library of offerings with a headline, description, and optional video cards showcasing featured courses.

Used on: Courses catalogue page

Future use: New library or resource index pages, category selection pages.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax scrolling (off by default)
  • โ—† Use Custom Link โ€” allows custom action buttons instead of default linking (off by default)
  • โ—† Background Type โ€” none, solid colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns on the screen
2 Toggles Background Engine Blocks

nb_masterclass_signup

A dedicated section for masterclass sign-ups. Features a headline, description, a newsletter signup form, and optional footer text. Perfect for collecting attendee information for special masterclass events.

Used on: Masterclass landing pages

Future use: Event registration pages, webinar sign-up sections, special programme announcements.

Settings you can change:

  • โ—† Fixed Background โ€” locks the background image for a layered effect (off by default)
  • โ—† Background Type โ€” solid colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns
  • โ—† Blocks โ€” Newsletter form fields and footer text
1 Toggles Background Engine Blocks

Content & Narrative Sections

nb_mission_heritage

Tells the story of your college's mission and heritage. Alternates between text and images (image on left, text on right, or vice versa) to create an engaging narrative about your institution's values and history.

Used on: About page

Future use: History pages, organization story pages, timeline narratives.

Settings you can change:

  • โ—† Fixed Background โ€” locks the background for parallax effect (off by default)
  • โ—† Background Type โ€” solid colour, gradient, image, or video
  • โ—† Image Position โ€” where the background starts
  • โ—† Row Blocks โ€” Each row can have different image/text layouts and alignment settings
1 Toggles Background Engine Blocks

nb_journey_timeline

A visual timeline showing key milestones or events in your institution's journey. Events appear in chronological order with dates, descriptions, and optional images. Great for showing growth or development history.

Used on: About page

Future use: History pages, milestone celebrations, programme evolution pages.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a small label above the title (off by default)
  • โ—† Fixed Background โ€” locks the background for parallax (off by default)
  • โ—† Full Width Container โ€” stretches section edge-to-edge (off by default)
  • โ—† Background Type & Position โ€” colour, gradient, image, or video
  • โ—† Timeline Events โ€” Add or edit milestone entries (date, title, description)
3 Toggles Background Engine Blocks

nb_core_values

Showcases your college's core values in an attractive grid or list. Each value card can include an icon, title, and description. Optional header image and configurable layouts let you highlight what matters most to your institution.

Used on: About page

Future use: Organization principles pages, brand values sections, culture pages.

Settings you can change:

  • โ—† Show Header Image โ€” displays an image above the values (off by default)
  • โ—† Show Eyebrow โ€” displays a label above the title (on by default)
  • โ—† Enable Single Quote View โ€” switches to a single-column quote display (off by default)
  • โ—† Enable Split Layout โ€” shows quotes on the left and description on the right (off by default)
  • โ—† Enable Constrained Width โ€” limits section width to 80% (on by default)
  • โ—† Show Buttons โ€” adds action buttons to values (off by default)
  • โ—† Fixed Background โ€” enables parallax effect
  • โ—† Background Type & Overlay โ€” colour, gradient, image, video, with optional colour overlay
7 Toggles Background Engine Blocks

nb_platform_features

Highlights key features or benefits of your learning platform. Each feature is displayed in a grid with an icon, title, and description. Perfect for explaining what makes your platform unique.

Used on: Homepage, About page

Future use: Features or benefits pages, capabilities showcases, programme highlights.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a label above the title (off by default)
  • โ—† Show Button โ€” adds an action button (off by default)
  • โ—† Uppercase Titles โ€” converts feature titles to uppercase (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Full Width Container โ€” stretches edge-to-edge (off by default)
  • โ—† Button Style โ€” choose outline or solid button colours
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Feature Blocks โ€” Add or edit individual feature cards
5 Toggles Background Engine Blocks

nb_community_features

Showcases community or platform features with an optional eyebrow label, title, description, and up to 5 feature cards. Each card includes title, description, and optional media (image or video).

Used on: Community page or homepage

Future use: Feature showcase sections, community highlights, platform capabilities.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a label above the title (on by default)
  • โ—† Button Style โ€” choose solid red, solid blue, or outline buttons
  • โ—† Media Type โ€” toggle between image or video media for feature cards
  • โ—† Feature Card Blocks โ€” Add or edit up to 5 community features
1 Toggles Blocks

nb_course_outcomes

Lists the learning outcomes or benefits students will gain from a course. Each outcome is presented as a card with a title and description. Perfect for course landing pages.

Used on: Course landing pages

Future use: Programme benefits pages, course details sections, learning objectives pages.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax effect (off by default)
  • โ—† Show Heading โ€” displays the section title (on by default)
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns
  • โ—† Outcome Card Blocks โ€” Add or edit learning outcomes
2 Toggles Background Engine Blocks

nb_seven_paths_old

A category selection interface for navigating different learning paths or programmes. Shows active programmes with full cards and coming-soon programmes in a muted style. Used for category or pathway selection.

Used on: Library/category selection page

Future use: Programme selection pages, pathway choosers, learning track selectors.

Settings you can change:

  • โ—† Fixed Background โ€” locks the background for parallax (off by default)
  • โ—† Enable Sticky Mode โ€” keeps the navigation sticky as users scroll (off by default)
  • โ—† Background Type โ€” none, image, or video
  • โ—† Image Position โ€” where the background starts
  • โ—† Active/Inactive Layout โ€” grid columns for active vs. coming-soon cards
  • โ—† Category Card Blocks โ€” Add or edit pathway/category cards
2 Toggles Background Engine Blocks

Pricing & Enrolment Sections

nb_pricing_plans

Displays multiple pricing plans or tier options side-by-side. Each plan shows price, features, and a call-to-action button. Supports multi-currency pricing with automatic currency detection and switching.

Used on: Pricing & Plans page, course landing pages

Future use: Subscription tier pages, membership level pages, access option selections.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a label (on by default)
  • โ—† Show Currency Toggle โ€” lets visitors switch currencies (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Full Width Container โ€” stretches section edge-to-edge (off by default)
  • โ—† Default Currency โ€” GBP, USD, EUR, or CAD
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Header Alignment โ€” left or center aligned section title
  • โ—† Plan Blocks โ€” Add or edit individual pricing tier cards
4 Toggles Background Engine Multi-Currency Blocks

nb_cta_pricing_card

A single pricing card with a headline, description, pricing, guarantee badge, and call-to-action button. Perfect for highlighting one main offer or special pricing on course landing pages.

Used on: Course landing pages

Future use: Special offer sections, featured programme pricing, limited-time deal announcements.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Eyebrow Title โ€” displays a small label (on by default)
  • โ—† Enable Multi-Currency URL โ€” different action URLs by currency (off by default)
  • โ—† Show Guarantee Badge โ€” displays a guarantee or risk-reversal badge (on by default)
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Content Alignment โ€” left, center, or right alignment
  • โ—† Default Currency โ€” GBP, USD, EUR, or CAD
4 Toggles Background Engine Multi-Currency

nb_founding_members_pricing

A specialized pricing section for founding member offers. Shows a special price, limited spots remaining, instructor image, and features list. Includes badge, currency toggle, and countdown messaging.

Used on: Special founding member offers page

Future use: Exclusive membership tiers, early-bird pricing sections, limited-time founder offers.

Settings you can change:

  • โ—† Show Badge โ€” displays a special offer badge (on by default)
  • โ—† Show Currency Toggle โ€” lets visitors switch currencies (on by default)
  • โ—† Enable Multi-Currency URL โ€” different URLs by currency (off by default)
  • โ—† Show Spots Remaining โ€” displays available seats count (on by default)
  • โ—† Show Instructor Image โ€” displays instructor photo (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Full Width Container โ€” stretches edge-to-edge (off by default)
  • โ—† Default Currency โ€” GBP or USD
  • โ—† Button Style & Colours โ€” primary, secondary, or custom button colours
  • โ—† Background Type โ€” none, gradient, image, or video
7 Toggles Background Engine Multi-Currency Blocks

nb_final_cta

A bottom-of-page call-to-action section showing final pricing and enrolment button. Displays price (with optional special/strike price), currency toggle, guarantee badge, and enrolment action. Perfect for course conclusion.

Used on: Bottom of course pages, pricing pages

Future use: Final offer sections, enrolment push sections, last-minute conversion sections.

Settings you can change:

  • โ—† Use Microcopy Instead of Badge โ€” shows text instead of a visual badge (off by default)
  • โ—† Show Currency Toggle โ€” lets visitors switch currencies (on by default)
  • โ—† Hide Currency Symbol โ€” hides the ยฃ, $, etc. symbol (off by default)
  • โ—† Show Special/Strike Price โ€” displays original price with strikethrough (on by default)
  • โ—† Hide Special Price โ€” hides the original price (off by default)
  • โ—† Show Guarantee Badge โ€” displays guarantee messaging (on by default)
  • โ—† Fixed Background โ€” enables parallax
  • โ—† Default Currency โ€” GBP, USD, EUR, or CAD
6 Toggles Multi-Currency Blocks

nb_feature_comparison

A table-style section comparing features across different plans or options. Shows feature names in the first column with checkmarks or descriptions in subsequent columns. Useful for highlighting plan differences.

Used on: Pricing & Plans page

Future use: Plan comparison pages, feature matrices, option comparison sections.

Settings you can change:

  • โ—† Show Eyebrow โ€” displays a label (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Full Width Container โ€” stretches edge-to-edge (off by default)
  • โ—† Background Type โ€” none, gradient, image, or video
  • โ—† Gradient Direction โ€” how the gradient flows
  • โ—† Feature Row Blocks โ€” Add or edit comparison rows
3 Toggles Background Engine Blocks

nb_group_enterprise

A section for group or enterprise enrolment options. Shows a headline, description, optional feature items or statistics, and a call-to-action. Perfect for selling group licences or organizational subscriptions.

Used on: Enterprise/group booking page

Future use: Bulk licensing pages, organizational subscription pages, team plan pages.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Text Block Instead of Features โ€” toggles between feature cards and text content (off by default)
  • โ—† Background Type & Gradient โ€” colour, gradient, or image background
  • โ—† Card Background Type โ€” background for the content card inside
  • โ—† Description Width โ€” 80% or full width
  • โ—† Feature & Stat Blocks โ€” Add or edit feature items and statistics
2 Toggles Background Engine Blocks

People & Faculty Sections

nb_faculty_carousel

A carousel (slider) of faculty members or instructors. Displays instructor cards with photo, name, title, and bio. Includes navigation arrows and an optional "View All" button to see the full team.

Used on: Homepage

Future use: Leadership pages, team showcase sections, featured faculty highlights.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show View All Button โ€” displays link to full faculty page (on by default)
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Gradient Direction โ€” how the gradient flows
  • โ—† Button Style โ€” outline white, solid red, or solid blue
  • โ—† Instructor Blocks โ€” Add or edit faculty carousel items
2 Toggles Background Engine Blocks

nb_featured_instructors

Showcases a small set of featured instructors in a grid layout. Each card displays instructor photo, name, title, and bio. Perfect for highlighting key faculty members.

Used on: About page, course pages

Future use: Faculty spotlights, leadership profiles, key team member showcases.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns
  • โ—† Instructor Card Blocks โ€” Add or edit featured instructor cards
1 Toggles Background Engine Blocks

nb_instructors_grid

A full-width grid of all faculty or instructors. Each card shows photo, name, title, bio, and specializations. Optional header image and filtering capabilities for large faculty lists.

Used on: Faculty page

Future use: Team directory pages, staff listings, organizational structure pages.

Settings you can change:

  • โ—† Show Header Image โ€” displays an image above the grid (off by default)
  • โ—† Show Eyebrow โ€” displays a label above the title (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Image Scale โ€” size of the header image (small, medium, or large)
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Overlay Type โ€” optional solid colour or gradient overlay
  • โ—† Instructor Card Blocks โ€” Add or edit grid instructor cards
3 Toggles Background Engine Blocks

Media & Showcase Sections

nb_video_rail

A carousel of course or content video cards. Each card displays a thumbnail image, course title, and description. Users can scroll through and click to view course details or enrol.

Used on: Homepage, catalogue page

Future use: Featured courses sections, course recommendations, content showcases.

Settings you can change:

  • โ—† Show Eyebrow Title โ€” displays a label above the section title (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns
  • โ—† Course Card Blocks โ€” Add or edit video carousel cards
2 Toggles Background Engine Blocks

nb_master_classes

A grid of masterclass offerings with cards showing instructor, title, curriculum list, and enrolment button. Each card can display horizontally or vertically. Great for showcasing special masterclass events.

Used on: Masterclasses page, homepage

Future use: Special workshops, expert sessions, premium content showcases.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Curriculum List โ€” displays the masterclass topics (on by default)
  • โ—† Heading Tag โ€” H1 or H2 for SEO
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Card Orientation โ€” horizontal (landscape) or vertical (portrait) cards
  • โ—† Desktop Columns โ€” 3 or 4 columns per row
  • โ—† Master Class Blocks โ€” Add or edit masterclass cards
2 Toggles Background Engine Blocks

nb_new_releases

A carousel showcasing newly released courses or content. Each card displays a course image, title, description, and call-to-action. Includes optional visibility toggle for a "Show Button" setting.

Used on: Homepage

Future use: New content announcements, latest additions sections, recent releases carousel.

Settings you can change:

  • โ—† Show Button โ€” displays action button on cards (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Button Style โ€” outline white, solid red, or solid blue
  • โ—† Background Type โ€” dynamic, colour, gradient, image, or video
  • โ—† Image Position โ€” where the background aligns
  • โ—† Release Card Blocks โ€” Add or edit release cards
2 Toggles Background Engine Blocks

nb_logo_cloud

Displays a collection of logos (partners, sponsors, accreditations). Can show logos in a grid or as an infinite scrolling marquee. Includes an optional filter toggle to show grayscale versions.

Used on: Homepage, About page

Future use: Partner showcases, accreditation sections, sponsor listings.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Heading โ€” displays section title (on by default)
  • โ—† Layout Style โ€” grid or marquee (infinite scrolling) layout
  • โ—† Mobile Grid Columns โ€” 1 or 2 columns on mobile
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Filter Type โ€” grayscale by default or full colour
  • โ—† Logo Blocks โ€” Add or edit logos
2 Toggles Background Engine Blocks

Community & Social Proof

nb_testimonials

A masonry grid of student or user testimonials. Each card displays a quote, author name, and optional photo. Can be displayed as a static grid or with cinematic vertical scroll animation.

Used on: Homepage, course pages

Future use: Success stories, review sections, social proof showcases.

Settings you can change:

  • โ—† Enable Cinematic Scroll (Marquee) โ€” vertical scrolling animation (off by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Eyebrow โ€” displays a label (on by default)
  • โ—† Show Headline โ€” displays section title (on by default)
  • โ—† Show Description โ€” displays subtitle or description (on by default)
  • โ—† Background Type โ€” none, colour, gradient, image, or video
  • โ—† Testimonial Blocks โ€” Add or edit individual testimonials
5 Toggles Background Engine Blocks

nb_stats_bar

Displays key statistics or metrics (e.g., students enrolled, courses offered, success rate). Features animated number counting on scroll and optional "Founding Member" styling. Perfect for showcasing your platform's growth.

Used on: Homepage, About page

Future use: Impact pages, milestone celebrations, key achievements showcases.

Settings you can change:

  • โ—† Enable Number Counting โ€” animates numbers as they scroll into view (on by default)
  • โ—† Enable Founding Member Background โ€” applies special founding member styling (off by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Gradient Direction โ€” how the gradient flows
  • โ—† Statistic Blocks โ€” Add or edit statistics (number + label)
3 Toggles Background Engine Blocks

Layout & Utility Sections

nb_faq_course_detail

An accordion or expandable list of frequently asked questions for a course. Each question expands to reveal its answer. Includes optional background, heading, and button styling.

Used on: Course landing pages

Future use: Help pages, support sections, course detail pages.

Settings you can change:

  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Show Eyebrow Title โ€” displays a label (on by default)
  • โ—† Show Main Title โ€” displays section heading (on by default)
  • โ—† Background Type โ€” colour, gradient, image, or video
  • โ—† Button Style (Primary & Secondary) โ€” outline or solid button colours
  • โ—† FAQ Item Blocks โ€” Add or edit Q&A pairs
3 Toggles Background Engine Blocks

nb_contact_form

A contact form section for collecting visitor inquiries. Includes fields for name, email, message, and other inputs. Simple and straightforward way to gather contact information from interested visitors.

Used on: Contact page

Future use: Inquiry pages, support request pages, information request forms.

Settings you can change:

  • โ—† Form Fields โ€” Heading, description, success message customization
  • โ—† Form Image โ€” Optional background or side image
  • โ—† Note: Form functionality is handled by Kajabi's built-in contact form system

nb_404

A 404 error page shown when visitors land on a non-existent page. Includes a custom message and links back to your main content. Helps keep visitors engaged even when they hit a broken link.

Used on: 404 error page

Future use: Only used for 404 error pages. Automatically displayed when a page is not found.

Settings you can change:

  • โ—† Heading Text โ€” Custom message for missing pages
  • โ—† Body Text โ€” Additional guidance or helpful information

Legal & Policy Pages

nb_privacy_policy

A section for displaying your privacy policy content. Supports long-form text with optional separators between sections on desktop and mobile. Includes background customization for branding consistency.

Used on: Privacy Policy page

Future use: Only for privacy policy pages. Can be reused if you create additional policy pages.

Settings you can change:

  • โ—† Show Separator on Desktop โ€” displays divider line (on by default)
  • โ—† Show Separator on Mobile โ€” displays divider line on mobile (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Background Type โ€” solid colour, gradient, or image
  • โ—† Gradient Direction โ€” how the gradient flows
  • โ—† Background Position โ€” where the background aligns
3 Toggles Background Engine

nb_terms_conditions

A section for displaying your terms and conditions. Similar to the privacy policy section, it supports long-form text with optional separators and background customization.

Used on: Terms & Conditions page

Future use: Only for terms pages. Can be reused if you create additional policy pages.

Settings you can change:

  • โ—† Show Separator on Desktop โ€” displays divider line (on by default)
  • โ—† Show Separator on Mobile โ€” displays divider line on mobile (on by default)
  • โ—† Fixed Background โ€” enables parallax (off by default)
  • โ—† Background Type โ€” solid colour, gradient, or image
  • โ—† Gradient Direction โ€” how the gradient flows
  • โ—† Background Position โ€” where the background aligns
3 Toggles Background Engine

Universal Section Features

Background Type System (bg_type)

20+ sections support the background type selector, allowing you to choose between:

  • Color: Solid background from your brand palette
  • Gradient: Smooth transition between two colours
  • Image: Custom background image
  • Video: Background video (cinematic effect)

Animation Triggers

Sections can animate into view as users scroll:

  • Fade In โ€” Content fades in
  • Slide In โ€” Content slides from edge
  • Scale Up โ€” Content grows into view
  • None โ€” No animation

Visibility Controls

Toggle section components on/off without deleting:

  • Show/hide titles and subtitles
  • Show/hide images and media
  • Show/hide buttons and CTAs
  • Show/hide testimonial dots or carousel navigation

Section Configuration Best Practices

  • Use bg_type strategically: Alternate between colours and images to create visual rhythm
  • Limit animations: Use sparingly for premium feel, avoid on critical header sections
  • Multi-currency: If you serve multiple regions, use the 7 multi-currency sections with regional pricing

Your site's header and navigation are the first elements visitors interact with. A clear, well-organised navigation menu helps users find what they're looking for and improves your site's usability and SEO.

Header Section Overview

The Newbold Connect header includes your logo, primary navigation menu, and secondary action buttons (login, call-to-action). The header is sticky (remains visible as users scroll) on desktop and becomes a hamburger menu on mobile.

Editing Your Navigation Menu

To edit your site's navigation menu in Kajabi:

  • Navigate to Website โ†’ Settings โ†’ Navigation
  • You'll see your current menu structure (typically a "Main Menu")
  • Click Edit Menu to make changes

Adding a Menu Item

  • Click + Add Menu Item
  • Choose the type: Link to Page, Link to URL, or Link to Product/Funnel
  • Enter the menu item label (should be short and descriptive)
  • Select or enter the destination (page, URL, or product)
  • Click Save

Creating a Dropdown Menu

  • Some menu items can have sub-items (creating a dropdown)
  • Add the parent item first
  • Click + Add Sub-item beneath it
  • Configure the sub-item the same way as regular menu items
  • You can have up to 2 levels of menu nesting

Reordering Menu Items

  • In the menu editor, use the drag handles (โ‰ก icon) to reorder items
  • Drag items up/down to change their position
  • Changes save automatically

Removing a Menu Item

  • Hover over the menu item and click the โ‹ฎ menu
  • Select Delete and confirm

Header Section Configuration

The header itself has settings that control its appearance and behaviour:

Logo Settings

  • Logo Image: Upload your Newbold Connect logo here (typically 40-60px height)
  • Logo Alt Text: Descriptive text for accessibility (e.g., "Newbold Connect Logo")
  • Logo Link: Where clicking the logo takes users (usually your homepage)

Header Style Options

  • Background Colour: Header background (typically dark: #0a0a0a or #111111)
  • Text Colour: Menu text color (white for contrast on dark backgrounds)
  • Sticky Header: Toggle to keep header visible while scrolling
  • Transparent Header (on hero): Option to make header transparent over hero image

CTA Button Settings

  • Button Text: The call-to-action button label (e.g., "Get Started", "Login")
  • Button Link: Where the button points (product page, signup form, etc.)
  • Button Colour: Use your brand teal (#0fa3b1) for consistency

Navigation Best Practices

Keep It Simple

  • Limit primary menu items to 5-7 items for clarity
  • Use dropdown menus for related items to avoid menu clutter
  • Put less important items in a secondary menu (footer, sidebar)

Use Clear, Descriptive Labels

  • "Courses" instead of "Products"
  • "About Us" instead of "Company"
  • "Get Started" instead of "Join"

Organise Logically

  • Typical order: Home, Offerings, About, Resources, Contact
  • Group related pages in dropdowns
  • Consider user journey (where do first-time visitors need to go?)

Accessibility Matters

  • All menu items should be keyboard navigable
  • Use descriptive alt text for logo
  • Ensure sufficient colour contrast between menu text and background

Mobile Navigation

On mobile devices (under 768px), the navigation automatically converts to a hamburger menu. Users tap the menu icon to open a full-screen overlay with your navigation options.

  • Mobile Menu Toggle: Usually a hamburger icon (โ˜ฐ) in the top-right corner
  • Readable on Mobile: Menu items are full-width and easy to tap on small screens
  • Sticky on Mobile: Header remains visible, making the menu accessible anywhere on the page

Footer Links & Secondary Navigation

Beyond the header, your footer should include secondary navigation and links:

  • Links to important pages (Privacy Policy, Terms of Service, Contact)
  • Quick access to help/support resources
  • Social media links
  • Copyright notice and company information

Configure footer links in Settings โ†’ Footer Settings.

Products are the core of your Newbold Connect platform. A product can be a course, coaching programme, community, podcast, or digital product. Students purchase access to products and consume the content within them.

Understanding Product Types

Kajabi supports several product types, each optimised for different delivery methods:

Courses

Structured learning programmes with lessons, modules, and assessments. Perfect for:

  • Professional development programmes
  • Academic courses and certifications
  • Skill-building training
  • Structured learning experiences

Coaching

One-on-one or small group coaching with scheduled sessions. Use for:

  • Personal or professional coaching
  • Expert mentorship programmes
  • Intensive training programmes

Communities

Exclusive groups where members can interact, discuss, and collaborate. Perfect for:

  • Student peer-to-peer learning
  • Professional networks and groups
  • Alumni communities
  • Members-only discussion groups

Podcasts

Audio series with RSS feed for podcast apps. Use for:

  • Audio content distribution
  • Thought leadership interviews
  • Behind-the-scenes audio content

Digital Products

Books, templates, checklists, and downloadable resources. Perfect for:

  • Downloadable guides and templates
  • Digital workbooks
  • Resource libraries

Creating a Product

  • Navigate to Products โ†’ + New Product
  • Choose your product type (Course, Coaching, Community, Podcast, Digital Product)
  • Enter product name (e.g., "Advanced Teaching Methods")
  • Add a product description (used on the product listing and public pages)
  • Upload a product image (appears in course catalogue and product pages)
  • Click Create Product
Newbold Approach โ€” Always Duplicate: Never create a product from a blank template. Always duplicate from an existing Newbold product to preserve the custom theme, section configurations, and styling. A clean starter template is available โ€” ask your developer which product to duplicate from.

Course Structure: Building Your Curriculum

Courses are organised into a hierarchy: Course โ†’ Categories โ†’ Posts โ†’ (optionally) Lessons

Categories

Think of categories as modules or units. They help organise course content into digestible chunks. Example categories for a teaching methods course might be:

  • Module 1: Foundational Principles
  • Module 2: Assessment Strategies
  • Module 3: Student Engagement
  • Module 4: Course Design

Posts (Lessons)

Individual pieces of content within a category. A post can be a video lesson, reading assignment, assessment, or other learning activity. Each post can contain:

  • Video content (embedded YouTube, Vimeo, or uploaded MP4)
  • Text, images, and downloadable resources
  • Quizzes and assessments
  • Discussion prompts

Adding Course Content

  • In your course, click + Add Category to create a module
  • Within a category, click + Add Post to create a lesson
  • Edit the post to add video, text, resources, etc.
  • Use the post settings to mark it as Published or Draft

Drip Content & Scheduling

Control when students access course content by setting release dates and scheduling:

Sequential Access

  • Students must complete posts in order
  • Posts unlock after the previous post is completed
  • Good for structured learning where order matters

Timed Release

  • Posts release on specific dates/times
  • Example: New lesson every Monday at 10am
  • Creates anticipation and maintains engagement

Immediate Access

  • All course content available to enrolled students immediately
  • Good for self-paced courses

Product Page & Visibility

Each product has a landing/detail page where potential students learn about it before purchase. Configure this in Products โ†’ Your Product โ†’ Landing Page:

  • Product Description: What students get from this course
  • Learning Outcomes: What students will be able to do after completing the course
  • Target Audience: Who this course is for
  • Prerequisites: Any required prior knowledge
  • Duration: How long the course typically takes to complete
  • Course Curriculum: List of categories and posts (optional display)

Managing Product Access

Control who can access your products and how they gain access:

Public vs. Private Products

  • Public: Appears in course catalogue, anyone can purchase
  • Private: Not listed publicly, access only by direct link or admin grant

Product Offers (Pricing)

Products themselves don't have prices; offers do. Create offers in the Offers section (covered below). A product can have multiple offers at different price points.

Granting Access Without Payment

  • Go to Contacts, select a student
  • Click Grant Access to a product
  • Student gets immediate access without purchasing

Course Administration & Monitoring

Viewing Enrolments

  • Products โ†’ Your product โ†’ Enrolments shows all enrolled students
  • View enrolment date, access expiration, and completion status

Student Progress

  • Click on a student name to see their course progress
  • View which posts they've completed and time spent
  • See quiz scores and assessments

Analytics

  • Products โ†’ Analytics shows product-wide metrics
  • Track completion rates, average time on course, engagement

Library Page โ€” System Page with Custom Navigation

Newbold Approach: The Library page is a Kajabi system page. On Newbold Connect, it has a custom navigation section placed above the system library block, providing branded category filtering. The system library block (which Kajabi generates automatically) sits below this custom nav. You cannot remove the system block, but you can style around it. Edit the custom navigation section in the page editor โ€” it's the first section on the Library page.

Masterclass Gallery โ€” Custom Product Display

The Masterclass Gallery (nb_master_classes section) renders products as visual cards for visitors who are not logged in. This is different from Kajabi's default product listing, which only shows to logged-in members.

Newbold Approach: The Masterclass Gallery section uses hardcoded product blocks โ€” not Kajabi's dynamic product list. Each card is manually configured with a product image, title, instructor, and link. This approach allows full design control and works for non-logged-in visitors. To add a new masterclass, add a new "Master Class" block in the section editor and fill in the card details. The section supports horizontal/vertical card orientation and 3 or 4 column layouts.

Best Practices for Course Design

  • Clear Learning Outcomes: Students should know exactly what they'll learn
  • Logical Organization: Group related content into categories/modules
  • Varied Content Types: Mix videos, readings, quizzes, and discussions
  • Regular Updates: Keep content fresh and current
  • Student Support: Provide ways for students to ask questions and get help

Offers are how you monetise your products. An offer is the mechanism that allows someone to purchase a product. Products and offers are separate in Kajabi โ€” a single product can have multiple offers at different price points, payment terms, or promotional conditions.

What is an Offer?

An offer defines:

  • Price: How much customers pay (one-time or subscription)
  • Product: What they get access to
  • Terms: Duration of access, refund policy, etc.
  • Payment Method: Single payment, installments, or subscription

Creating an Offer

  • Navigate to Offers โ†’ + Create Offer
  • Select the product this offer is for (Course, Coaching, Community, etc.)
  • Enter the offer name (e.g., "Full Access - One Time", "Monthly Membership")
  • Set the pricing structure (see options below)
  • Click Create Offer

Checkout Experience โ€” Modal Checkout

Newbold Approach: Newbold Connect uses Kajabi's modal checkout instead of separate checkout page templates. When a student clicks any "Enrol" or purchase button, a styled modal overlay appears on the current page. This modal has been custom-styled with the Newbold dark design system (dark background, brand colours, custom button styling). No separate checkout template configuration is needed โ€” the modal pulls its styling from the theme's checkout CSS overrides.

Offer Duration Settings

Each offer has duration controls that determine how long a student retains access:

  • Lifetime: Access never expires (one-time purchases)
  • Fixed Duration: Access expires after X days/months from purchase date
  • Subscription-Based: Access continues as long as the subscription is active
  • Custom Expiry: Access expires on a specific calendar date

Configure duration in: Offers โ†’ select offer โ†’ Pricing โ†’ Access Duration

Pricing Section Toggles โ€” Detailed Reference

The 7 pricing-related sections have extensive toggle controls. Here's what each toggle does:

Configuring Offer Details

Setting Offer Price & Currency

  • Navigate to Offers โ†’ select offer โ†’ Edit
  • Set price amount and currency (GBP, USD, EUR, or CAD)
  • For multi-currency: create separate offers per currency, each linking to the same product
  • Newbold Connect supports 4 currencies across 7 sections

Offer Duration & Access

  • One-time payment: student gets lifetime access
  • Subscription: recurring monthly/annual payment, access continues while subscribed
  • Payment plan: fixed number of installments, then lifetime access
  • Trial period: optional free trial before first charge
  • Set these under Offers โ†’ offer โ†’ Pricing tab

Configuring Offer Triggers

  • Triggers fire when a student completes an offer purchase
  • Navigate to Offers โ†’ offer โ†’ After Purchase tab
  • Common triggers: Grant access to product, Add tag, Send email, Start automation
  • Multiple triggers can be stacked on a single offer

Pricing Structures

One-Time Payment

Customer pays once and gets permanent access to the product.

  • Set a single price (in GBP, USD, EUR, etc.)
  • Option to offer installment payments (e.g., 3 payments of ยฃ100 instead of ยฃ300 upfront)
  • Good for: courses, digital products, one-time purchases

Subscription

Customer pays recurring fees (monthly, annually) to maintain access.

  • Set subscription price and billing cycle (monthly, quarterly, annual)
  • Option for free trial period before first charge
  • Customers can cancel anytime
  • Good for: coaching memberships, community access, ongoing programmes

Payment Plan

Customer makes multiple payments over time (installment plan).

  • Define number of installments and amount per installment
  • Set frequency (e.g., 4 monthly payments)
  • Good for: high-ticket courses, making expensive programmes more accessible

Multi-Currency Pricing

If you serve students in multiple regions (UK, US, Canada, Europe), create offers with region-specific pricing:

  • GBP (British Pounds) โ€” for UK students
  • USD (US Dollars) โ€” for US students
  • EUR (Euros) โ€” for European students
  • CAD (Canadian Dollars) โ€” for Canadian students

Kajabi automatically detects student location and shows the appropriate currency. This is especially useful for the 7 custom sections that support multi-currency button URLs (nb_pricing_plans, nb_cta_pricing_card, nb_founding_members_pricing, and others).

Coupon Codes & Promotions

Discount customers and drive sales with coupon codes:

Creating a Coupon

  • Navigate to Offers โ†’ Coupons
  • Click + New Coupon
  • Enter coupon code (e.g., "EARLYBIRD", "FOUNDER2026")
  • Set discount type: Percentage off or fixed amount off
  • Set usage limit (optional) โ€” how many times the coupon can be used
  • Set expiration date (optional)

Applying to Offers

  • Create coupon first, then apply it to one or more offers
  • A coupon can apply to multiple offers at once
  • Students enter the coupon code at checkout to receive the discount

Promotion Strategies

  • Launch promotions: Offer early-bird pricing to first enrollees
  • Season/event-based: Discounts around relevant dates
  • Referral rewards: Give discounts to students who refer others
  • VIP access: Special pricing for alumni, partners, or existing customers

Payment Processor Setup

Before students can pay, you need a payment processor connected to Kajabi. Popular options include:

Stripe

  • Accepts credit cards, Apple Pay, Google Pay
  • Works in 135+ countries
  • Integrates directly with Kajabi

PayPal

  • Accept PayPal payments in addition to cards
  • PayPal accounts can be seller or buyer

2Checkout (Verifone)

  • Global payment processor
  • Supports many currencies and payment methods

To set up payment processors: Settings โ†’ Payment Processors

Refund Policy & Terms

Each offer should have clear refund policy and terms:

  • Define refund window (e.g., "30-day money-back guarantee")
  • Specify conditions for refunds (e.g., full refund if course not started)
  • Set these in offer settings under Terms & Conditions

Monitoring Payments & Revenue

Revenue Dashboard

  • Analytics โ†’ Revenue shows overall income
  • Filter by date range, product, or offer
  • View total revenue, transaction count, average transaction value

Transaction History

  • Offers โ†’ select an offer โ†’ Transactions shows all payments for that offer
  • View customer name, amount, date, payment status

Payout Information

  • Payments are deposited to your connected payment processor account
  • Schedule varies: Stripe typically deposits after 2-3 days, other processors vary
  • Check your payment processor dashboard for detailed payout history

Best Practices for Offers

  • Test Pricing: A/B test different price points to find what converts
  • Clear Value Proposition: Make sure the offer page clearly states what students get
  • Multiple Payment Options: Offering installments can increase conversion
  • Limited-Time Offers: Create urgency with early-bird pricing or limited-time discounts
  • Transparent Terms: Clearly state refund policy, access duration, and what's included

Email is one of the most powerful tools for staying connected with your students, promoting courses, and driving engagement. Kajabi includes a full email marketing suite with campaigns and automation workflows.

Email vs. Automations: What's the Difference?

Email Broadcasts

One-time emails you send to your list. Use for:

  • Course announcements
  • New product launches
  • Time-sensitive promotions
  • Weekly newsletters

Email Sequences (Automations)

Series of emails triggered by specific actions or events. Use for:

  • Welcome sequences for new students
  • Course completion follow-ups
  • Abandoned cart recovery
  • Onboarding workflows

Creating an Email Campaign (Broadcast)

  • Navigate to Email โ†’ + New Broadcast
  • Choose who receives this email (all subscribers, segment, tag, etc.)
  • Enter email subject and preview text
  • Design or edit the email template
  • Schedule send time or send immediately
  • Review and confirm before sending

Email Template Basics

Email Structure

A good email has:

  • From Name & Address: Who the email is from (e.g., "Newbold Connect" )
  • Subject Line: Compelling subject that encourages opens
  • Preheader Text: Preview text shown in inbox (extends subject line)
  • Body: Email content with clear call-to-action

Design Best Practices

  • Use your brand colours (Newbold red, teal, gold) for consistency
  • Include your logo in the header
  • Keep layout simple and scannable
  • One primary call-to-action button per email
  • Include unsubscribe link at bottom (required by law)

Building Automation Workflows

Automations are email sequences triggered by student actions. Create one:

  • Email โ†’ Automations โ†’ + New Automation
  • Choose trigger (e.g., "When student enrolls in course")
  • Add email sequence (up to 100 emails per automation)
  • Set delays between emails
  • Add conditions and logic (if/then branches)
  • Activate the automation

Automations & Triggers

What Are Automations?

  • Automations are visual workflows that run automatically when triggered
  • Navigate to Automations from the main menu
  • Each automation has: a Trigger (what starts it), and Actions (what happens)

Common Automation Triggers

  • When someone purchases an offer
  • When a tag is added/removed
  • When someone submits a form
  • When someone completes a course
  • On a specific date/time
  • New contact created (someone joins your list)
  • Product purchased (student buys a course)
  • Product accessed (student enrolls)
  • Post completed (student finishes lesson)
  • Product completed (student finishes entire course)
  • Form submitted (someone fills out a form)

Common Automation Actions

  • Send an email or email sequence
  • Add/remove a tag
  • Grant/revoke product access
  • Send a webhook
  • Wait for a time period

Automation Visual Builder

Kajabi's automation builder is a visual drag-and-drop interface. You build workflows by connecting trigger โ†’ condition โ†’ action nodes:

  • Trigger Node: The starting event (purchase, form submit, tag added)
  • Condition Node: Optional "if/else" branch (e.g., "if tag equals 'VIP'")
  • Action Node: What happens (send email, add tag, grant access, wait)
  • Delay Node: Wait X minutes/hours/days before next action
Newbold Approach: All automations on Newbold Connect follow a naming convention: [Trigger Type] โ€” [Product/Context] โ€” [Action]. Example: "Purchase โ€” Foundation Course โ€” Welcome Sequence". This makes automations easy to find and manage as your library grows.

Setting Up an Automation

  • Automations โ†’ + New Automation
  • Select trigger type
  • Add action steps in the visual builder
  • Test with a test contact before going live
  • Activate when ready

Example Automations

Welcome Sequence

Trigger: New contact created

  • Email 1 (immediate): Welcome to Newbold Connect
  • Email 2 (1 day later): Introduce your mission and values
  • Email 3 (3 days later): Showcase popular courses
  • Email 4 (1 week later): Limited-time offer for new subscribers

Course Completion Follow-up

Trigger: Student completes a course

  • Email 1 (immediate): Congratulations! Here's your certificate
  • Email 2 (3 days later): Survey: How was your learning experience?
  • Email 3 (1 week later): Advanced course recommendation

Abandoned Cart Recovery

Trigger: Student started checkout but didn't complete

  • Email 1 (1 hour later): Complete your purchase - link to cart
  • Email 2 (24 hours later): Final reminder - 10% discount code inside

Segmentation & Targeting

Send relevant emails to the right people by segmenting your list:

Segments

  • Create groups based on student behaviour or attributes
  • Example: "Active Course Students", "Purchased but Not Enrolled", "Premium Members"
  • Send broadcast to a specific segment instead of your whole list

Tags

  • Manual or automatic labels for contacts
  • Examples: "Early Bird", "Faculty", "Alumni"
  • Use tags to create targeted email campaigns

Auto-Tagging After Purchase โ€” Step by Step

You can configure an automation that automatically tags a student when they purchase a specific product. This is essential for segmenting your audience and triggering follow-up sequences.

  • Navigate to Automations โ†’ + New Automation
  • Name it clearly, e.g., "Purchase โ€” Foundation Course โ€” Tag Buyer"
  • Set the Trigger to: Purchase โ†’ select the specific offer
  • Add an Action node: Add Tag โ†’ type the tag name (e.g., "Purchased: Foundation Course")
  • Optionally add a second action to grant access to a bonus product or send a welcome email
  • Click Activate to make the automation live
  • From this point, every new purchaser is automatically tagged โ€” no manual work needed

Auto-Tagging After Course or Lesson Completion

Tag students when they complete a course or a specific lesson. Useful for awarding certificates, unlocking advanced content, or sending congratulatory emails.

  • Navigate to Automations โ†’ + New Automation
  • Name it, e.g., "Completion โ€” Foundation Course โ€” Tag Graduate"
  • Set the Trigger to: Product Completed โ†’ select the course
  • For individual lesson tracking, use Post Completed โ†’ select the specific lesson
  • Add an Action node: Add Tag โ†’ e.g., "Completed: Foundation Course"
  • You can chain additional actions: send a congratulatory email, grant access to an advanced course, or remove a "In Progress" tag
  • Activate the automation
Newbold Approach: Use a consistent naming convention for tags: "Purchased: [Product Name]", "Completed: [Product Name]", "Enrolled: [Product Name]". This makes it easy to filter and segment your contacts as your programme library grows.

Email Analytics & Performance

Track how your emails perform:

  • Send Rate: How many emails were successfully delivered
  • Open Rate: What percentage of recipients opened the email
  • Click Rate: What percentage clicked a link in the email
  • Conversion Rate: How many resulted in a purchase or desired action
  • Bounce Rate: Undeliverable email addresses
  • Unsubscribe Rate: How many people opted out

Use these metrics to improve future emails โ€” test subject lines, send times, and content.

Email Best Practices

  • Compelling Subject Lines: 40-60 characters, benefit-focused, avoid spam words
  • Personalization: Use student names and reference their actions
  • Mobile Friendly: Test all emails on mobile โ€” many opens happen on phones
  • Clear CTA: One primary action per email with visible button
  • Regular Cadence: Consistent schedule helps subscribers expect your emails
  • Value First: Prioritise providing value over selling
  • List Hygiene: Remove inactive subscribers, monitor bounce rates

Your contacts database is the heart of your Kajabi platform. It contains everyone who has interacted with your business โ€” subscribers, students, prospects, and alumni. Kajabi's CRM (Customer Relationship Management) tools help you manage, organise, and nurture these relationships.

Who Are Your Contacts?

Your Kajabi contacts list includes:

  • Email subscribers (opted in to receive communications)
  • Course students (enrolled in one or more courses)
  • Customers (purchased from you)
  • Leads/prospects (interested but not yet purchased)
  • Alumni (previous students)

Viewing Your Contacts Database

  • Navigate to Contacts to see your complete contacts list
  • View contact name, email, status (subscriber, student, customer), and recent activity
  • Search for a contact by name or email
  • Filter by status, product, tag, or other criteria

Contact Details & Profiles

Click on a contact's name to view their detailed profile, which shows:

Contact Information

  • Name, email, phone (if provided)
  • Mailing address (if provided)
  • Subscription status (subscribed, unsubscribed, bounced)

Activity Log

  • All interactions with your platform
  • When they enrolled, accessed courses, opened emails, etc.
  • Last activity date/time

Product Access

  • Which products (courses, coaching, etc.) they have access to
  • Enrolment date and access status (active, completed, expired)

Tags & Segments

  • Custom labels assigned to this contact
  • Helps organise and target communications

Tagging & Segmentation

Adding Tags to a Contact

  • Open contact profile โ†’ scroll to Tags section
  • Click + Add Tag or type in the tags field
  • Select existing tags or create new ones
  • Tags help you segment for targeted emails

Example Tags

  • "Early Bird" โ€” purchased before launch date
  • "Faculty" โ€” instructors or faculty member
  • "High Engagement" โ€” frequently active
  • "Inactive" โ€” hasn't logged in recently
  • "Alumni" โ€” completed courses
  • "Referred by [Partner]" โ€” source tracking

Creating Segments

  • Contacts โ†’ Segments โ†’ + New Segment
  • Set criteria: Product access, tags, behaviour, registration date, etc.
  • Segment automatically updates as contacts match criteria
  • Send broadcast emails to segments instead of entire list

Importing & Exporting Contacts

Importing Contacts

  • Contacts โ†’ Import Contacts
  • Upload CSV file with contact data (name, email, custom fields)
  • Map CSV columns to Kajabi contact fields
  • Confirm import (creates new contacts or updates existing)

Exporting Contacts

  • Contacts โ†’ โ‹ฎ menu โ†’ Export
  • Downloads CSV of your contacts with selected fields
  • Useful for analysis, backup, or moving to other platforms

Managing Product Access

Granting Access to a Course

  • Open contact profile โ†’ scroll to Products section
  • Click + Grant Access or Grant Product Access
  • Select which product to grant
  • Set access duration (unlimited or specific date)
  • Contact immediately gets access without paying

Revoking Access

  • In contact's product section, find the product
  • Click Revoke Access to remove
  • Contact loses access (useful for refunds or removals)

Communication Tools

Sending One-Off Emails

  • Open contact profile
  • Click + Send Email
  • Compose and send email directly to that person
  • Recorded in contact's activity log

Adding Notes

  • In contact profile, click + Add Note
  • Internal notes visible only to you and team members
  • Good for remembering context about a relationship

Contact Preferences & Compliance

Subscription Status

  • Subscribed: Opted in to receive emails โ€” can send broadcasts
  • Unsubscribed: Opted out โ€” don't send promotional emails
  • Bounced: Email invalid/undeliverable โ€” can't email
  • Complained: Marked as spam โ€” never email again

Respecting Preferences

  • Always include unsubscribe link in emails (required by law)
  • Honour unsubscribe requests immediately
  • Keep list clean by removing inactive/bounced addresses
  • Obtain consent before adding to mailing list

CRM Best Practices

  • Keep Data Clean: Regularly audit and remove invalid emails
  • Use Tags Strategically: Consistent tagging makes segmentation easy
  • Regular Communication: Stay in touch without overwhelming subscribers
  • Personalization: Reference contact's history and interests
  • Privacy First: Be transparent about data use and honour preferences

Data-driven decisions lead to better business outcomes. Kajabi's comprehensive analytics dashboard helps you understand how your platform is performing, where students are engaging, and where you can optimise for better results.

Accessing Your Analytics Dashboard

  • Navigate to Analytics from your main dashboard
  • View overview metrics at a glance
  • Click into specific sections for detailed reports

Key Metrics Explained

Revenue Metrics

  • Total Revenue: All money earned (include refunds)
  • Net Revenue: After fees and refunds
  • Average Transaction Value: Typical purchase amount
  • Transaction Count: Number of payments processed
  • Refund Rate: Percentage of sales refunded

Student/Contact Metrics

  • Total Contacts: Everyone in your database
  • Active Students: Currently have course access
  • New Contacts: Joined during time period
  • Churn Rate: Percentage who left/cancelled

Product/Course Metrics

  • Enrolments: New students signing up for a course
  • Completion Rate: Percentage who finish the course
  • Engagement Rate: Average activity per student
  • Dropout Rate: Students who enroll but don't complete

Page Metrics

  • Page Views: Total visits to your website pages
  • Unique Visitors: Number of different people
  • Bounce Rate: Visitors who leave without interacting
  • Time on Page: Average duration spent on page

Dashboard Sections

Overview

High-level snapshot of your business performance. See:

  • Revenue this month vs. last month
  • New students this month
  • Top-performing products
  • Traffic trends

Revenue Report

Deep dive into financial performance:

  • Revenue by product (which courses earn most)
  • Revenue by offer (which pricing tiers convert best)
  • Daily/weekly/monthly revenue trends
  • Refund analysis

Product Analytics

Performance metrics for each course/product:

  • Total enrolments and current students
  • Completion rate
  • Average time spent in course
  • Student engagement over time

Student Progress

Track how students are progressing through courses:

  • View individual student progress (which lessons completed)
  • Identify struggling students (low engagement)
  • Send targeted support emails to students behind

Website Traffic

How many people are visiting your site:

  • Total page views and unique visitors
  • Traffic by page
  • Top traffic sources (Google, email, social, etc.)
  • Device breakdown (mobile vs. desktop)

Email Analytics

Performance of your email campaigns:

  • Open rates by campaign
  • Click-through rates
  • Conversion rates (purchases from email)
  • Unsubscribe rates

Using Analytics for Growth

Identify Top Performers

Which courses generate the most revenue? Which get the most enrolments? Invest in promoting your stars.

Spot Problem Areas

High dropout rate in a course? Poor email open rates? Low website traffic? Investigate and improve.

Optimise Pricing

Track conversion rates at different price points. A/B test to find sweet spot between price and volume.

Improve Course Content

If students drop out at a specific lesson, that content needs improvement. Use engagement data to identify weak spots.

Refine Marketing

Which traffic sources convert best? Double down on what works, reduce spend on low-converting channels.

Setting Goals & KPIs

Establish key performance indicators to measure success:

Sample KPIs

  • Monthly recurring revenue (MRR)
  • Course completion rate (target: 50-75%)
  • Customer acquisition cost (CAC)
  • Email open rate (benchmark: 20-25%)
  • Email click rate (benchmark: 2-5%)
  • Website bounce rate (target: under 50%)
  • Student retention rate

Exporting Reports

Most reports can be exported for further analysis:

  • Click Export or Download button on report
  • Choose format: CSV, PDF, or other options
  • Useful for sharing with your team, accountant, or advisors

Analytics Best Practices

  • Review Regularly: Check analytics weekly or monthly, not just yearly
  • Compare Periods: Look at month-over-month or year-over-year trends
  • Act on Insights: Data is only useful if you make changes based on it
  • Set Baselines: Understand your current performance before making changes
  • Test Hypotheses: Use analytics to validate ideas (A/B testing)

Kajabi's Settings section is where you configure your entire platform โ€” from basic site info to payment processors to team management. Taking time to set this up properly ensures smooth operation.

Admin Settings Overview

General Site Settings

  • Site name, tagline, favicon
  • Default language and timezone
  • Custom domain configuration
  • Google Analytics / tracking codes

Checkout Settings

  • Navigate to Settings โ†’ Checkout
  • Customise checkout page appearance
  • Configure order bumps and upsells
  • Set up tax collection if applicable
  • Customise confirmation emails

Payment Settings

  • Settings โ†’ Payment Integrations
  • Connect Stripe (recommended primary processor)
  • Optionally add PayPal as alternative
  • Configure currency defaults
  • Review payout schedule

Email Settings

  • Settings โ†’ Email
  • Set "From" name and email address
  • Configure email footer (required by anti-spam laws)
  • Set up custom email domain for better deliverability (SPF/DKIM)
  • Test email delivery before launching campaigns

System Email Templates

Kajabi sends automatic system emails to your students and customers for events like purchases, password resets, and course access. You can customise these templates to match your brand.

Where to Find System Email Templates

  • Navigate to Settings โ†’ Email
  • Scroll to the System Emails or Transactional Emails section
  • You will see templates for: purchase confirmation, welcome email, password reset, subscription renewal, refund confirmation, and course access granted

Customising a System Email

  • Click on any system email template to edit it
  • Update the subject line to match your brand voice
  • Edit the body text โ€” add your logo, brand colours, and personalised messaging
  • Use merge tags (e.g., ) to personalise each email
  • Preview the email before saving
  • These emails are sent automatically โ€” you do not need to trigger them manually

Key System Emails to Customise

  • Purchase Confirmation: Sent when a student buys a product โ€” include what they purchased, how to access it, and a welcome message
  • Welcome Email: Sent when a new contact is created โ€” set expectations for what they will receive
  • Password Reset: Keep this simple and clear โ€” students need to quickly find the reset link
  • Course Access Granted: Sent when you manually grant product access โ€” let the student know what they can now access and how to log in
Newbold Tip: Review your system email templates at least once per term. Ensure the messaging, links, and branding remain current โ€” especially after updating course names or adding new programmes.

Funnel Mode & Coming Soon Page

The Newbold theme includes a special nb_funnel_mode section that acts as a site-wide "coming soon" gate. When enabled, visitors to most pages are redirected to a coming soon landing page instead of seeing the live site.

How Funnel Mode Works

  • When Active: All pages redirect to the coming soon page except explicitly whitelisted paths
  • Whitelisted Paths: /library, /about, /pricing-and-plans, /products/* โ€” these bypass the redirect
  • Purpose: Useful during development or when preparing for a launch

Enabling/Disabling Funnel Mode

  • Navigate to your homepage in the Kajabi website editor
  • Find the nb_funnel_mode section
  • Toggle the section's visibility (hide to disable, show to enable)
  • Important: When you're ready to go fully live, hide this section to remove the redirect

Settings Checklist

When setting up a new site, ensure you configure:

  • โ˜ Primary domain (point DNS)
  • โ˜ Site title and description
  • โ˜ Logo and favicon
  • โ˜ Brand colours
  • โ˜ Payment processor (Stripe or PayPal)
  • โ˜ Email settings (from address)
  • โ˜ Google Analytics setup
  • โ˜ Team member roles
  • โ˜ Contact info (for footer and contact forms)
  • โ˜ Social media links
  • โ˜ Cookie consent widget configured

The Newbold Connect design system ensures consistency across your entire platform while maintaining a premium, cinematic aesthetic. This section documents the design direction and brand guidelines that inform every section, button, and interaction in the theme.

Brand Colour Palette

The Newbold Connect theme uses a sophisticated colour system derived from official brand guidelines:

Newbold Red #b11e36
Gold Accent #d4af37
Newbold Blue #0d4c92
Teal (CTA) #0fa3b1
Pure Black #000000
Dark Base #0a0a0a
Card Background #111111
White Text #ffffff
Grey Text #a0a0a0

Typography System

Heading Font

Gotham Bold is used for all headings (h1-h4), the sidebar menu, accordion titles, and key interface elements. This strong, geometric typeface projects authority and institutional confidence.

Font Weight: 700 (Bold)

Letter-spacing: Slight negative for tightness

Body Font

Poppins is used for all body text, descriptions, lists, and paragraphs. It's highly readable at small sizes and has a modern, friendly feel.

Font Weight: 400 (Regular), 600 (Emphasis)

Line-height: 1.6+ for readability

Accent Font

P22 Mackinac Italic is reserved for accent text โ€” testimonials, callouts, and special emphasis. This elegant serif italic adds premium sophistication.

Use sparingly for maximum impact

Code/Technical

Monaco / Courier New is used for code blocks, section names, technical references, and technical configuration.

Keep these elements separate from body text

Spacing & Layout

The Newbold theme uses consistent spacing to create visual rhythm and breathing room:

  • Section Padding: 30-80px vertical, 40px horizontal (responsive)
  • Element Gaps: 8px, 12px, 20px, 30px in multiples
  • Card Padding: 20-24px internal padding
  • Column Gap: 30px-60px between columns
  • Mobile Spacing: 20px padding, reduced gaps for smaller screens

Design Principles

  • Dark, Cinematic: Premium dark backgrounds with strategic use of light and colour
  • Institutional Confidence: Clear hierarchy, bold typography, generous whitespace
  • Premium Feel: Subtle animations, smooth transitions, high contrast
  • Accessibility First: WCAG AA compliant colour contrast, semantic HTML
  • Responsive Design: Mobile-first approach, tested at all breakpoints

Button & CTA Styling

  • Primary CTA: Teal background (#0fa3b1) on dark backgrounds
  • Secondary CTA: Border button with grey text
  • Button States: Hover darker, active press effect
  • Size: 16px padding for good touch targets on mobile

Consistency Across Sections

All 33+ custom sections follow this design direction, ensuring visual and experiential consistency across your entire platform:

  • Consistent colour usage (red for emphasis, teal for CTAs, gold for accents)
  • Unified typography system
  • Shared spacing and grid system
  • Common animation patterns (smooth, 0.3s transitions)
  • Aligned interaction patterns (hover states, focus states, active states)

When Editing Sections

As you customise the Newbold sections, keep these guidelines in mind:

  • Never deviate from the colour palette โ€” stick to the 9 core colours
  • Always use Gotham Bold for headings and Poppins for body
  • Maintain the spacing system โ€” use multiples of the base units
  • Test dark and light variations โ€” ensure contrast meets WCAG AA
  • Keep animations subtle โ€” 0.3-0.5s duration, ease-in-out timing