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Intro to Email Notifications

Learn how Email Notifications work, when to use them, and how they differ from marketing emails.

Email Notifications are automatic emails Kartra sends when specific events or activities occur in your account.


Who can receive Email Notifications?

Email Notifications can be sent to different recipients depending on the event and the type of Notification:

  • Contacts: to send information related to a purchase, appointment, or other contact action.

  • Affiliates: to notify an affiliate about relevant affiliate activity.

  • You or your team: to notify your team when a contact submits a form, books an appointment, makes a purchase, or takes another action you want your team to know about.

If you want yourself or another team member to receive an email when a contact takes an action, use a To your team Email Notification. You can configure these Notifications under Settings > Email notifications and set sending rules to control when they are sent and which team member receives them.

Notifications to contacts

Contact Notifications provide information related to an action, event, or activity involving the contact.

For example, a contact might receive an Email Notification when they:

  • Make a purchase

  • Need to receive an invoice or other purchase information

  • Submit or confirm a form

  • Book an appointment

  • Receive access to a membership

  • Need to reset a password

  • Reach an event within another Kartra asset

Unlike commercial Emails and Sequence emails, Email Notifications are sent independently of the contact's commercial email preferences.

Some contact Notifications use account-wide templates, while others can be configured within the specific asset where the activity takes place.

Notifications to affiliates

Kartra can also send Email Notifications related to affiliate activity.

These Notifications can keep affiliates informed when relevant events occur within the affiliate system. The Notifications available and the events that trigger them depend on the affiliate activity involved.

Notifications to your team

Team Notifications are intended to inform you and people working within your business rather than communicate with the contact who triggered the activity.

You can configure sending rules to control who receives a team Notification and for which asset(s).

Add multiple rules when different team members need to be notified in different situations. For example, you could notify your sales team when any form is submitted, while notifying a specific account manager when one particular form is submitted.

To see which Notifications are available for contacts, your team, and affiliates, see our available Email Notifications.


Account-wide and asset-specific Email Notifications

Where you configure an Email Notification depends on the type of Notification.

Account-wide Email Notifications

Account-wide Email Notifications are managed from Settings > Email notifications.

The same template can be used each time the related event happens in your account. For example, when a customer makes a purchase, Kartra sends the Order confirmation to buyer Notification regardless of which product they purchased.

Since the same template can be used in different parts of your account, avoid adding details that only apply to one specific product, form, membership, or other asset.

Asset-specific Email Notifications

Some Kartra assets provide their own Email Notification settings. These allow you to configure Notifications for a particular asset or activity rather than relying only on an account-wide template.

Asset-specific Notification settings are available in features such as:

  • Memberships

  • Forms

  • Surveys

  • Calendars

Asset-specific Notifications let you tailor the message to that particular form, membership, calendar, or other asset.


Customizing Email Notifications

You can customize Email Notifications to make the message appropriate for your business and the event that triggered it.

Depending on the Notification, customization may include:

  • Activating or deactivating the Notification

  • Editing the subject line and message

  • Selecting or configuring recipients

  • Replacing the email template

  • Using variables to insert relevant information

  • Adjusting Notification settings within a specific asset

Important!

When editing an account-wide Notification, your changes apply whenever that Notification template is used. Keep fixed content general enough to apply to every relevant event.

If information needs to change based on the recipient, product, appointment, or other event details, use variables instead.

Variables

Variables can personalize a Notification with information available in its context, such as a contact's name, purchase information, appointment details, or other asset-specific data.

Not every variable works in every Email Notification. The variables you can use depend on the type of Notification and the information Kartra has for that event. For example, purchase-related variables are only available when Kartra has purchase information to include in the email.

For more information about personalization, see Personalize emails with variables.

To learn how to replace a Notification's design with a Kartra or saved template, see Create, save, and use email templates.


Find the Email Notification you need

Different events, features, and recipient types have different Email Notifications available.

If you know what you want Kartra to notify someone about but are unsure which Notification to configure, see our available Email Notifications for a reference of the available options and their triggers.

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