Learn Kartra
Get familiar with Kartra's features and functions.
249 articles
Intro to Products
[Overview] Product Settings
[VIDEO] How to create a Kartra Product
What is a payment processor and why do I need one?
Product pricing structures
Set up checkout terms
What your customers receive after purchase
Intro to Checkouts
Products vs. Checkouts: Which should you use?
[VIDEO] How to create a Kartra Checkout
Add a Checkout to a Kartra Page
Enable or disable Apple Pay, Google Pay, or Klarna
Increase buyer confidence with checkout messages
How recurring billing works
Create a subscription with a trial period
Charge or remove sales tax
Why should I tag cart abandonment?
Tag cart abandonment in your checkout
Testing products
Create a basic sales funnel
Create a product upsell funnel
Bump offers explained
Express checkout explained
Create discount coupons
Create a free product or giveaway
Sell a digital download
Deliver multiple digital files after opt-in or purchase
Sales conversion tracking code
Currency conversion and exchange rates
Activate self-service billing for your customers
Help customers use self-service billing
Payment failure and retry cycle
Edit billing details for a transaction
Troubleshoot declined payments
Manage a canceled subscription
Stop selling a product (unpublish or delete)
Cancel a subscription
Refund a payment
Reschedule or pause a subscription
Reward or retain existing subscribers with discounts
Migrating subscriptions from another system
Manage recurring installment plans
Mark a transaction as chargeback
Intro to Forms
How Kartra Forms block spam bots
[VIDEO + Guide] How to create and use Forms in Kartra
[VIDEO + GUIDE] Add a form to a Kartra page
View form responses
Custom fields explained
Create custom fields
View custom field responses
Keep your email list clean with double opt-in
Automation based on custom field response
Send a welcome gift or bonus with opt-in
Embed a Kartra form on an external page
[VIDEO + Guide] How to send an email with Kartra
Selecting email recipients
Send email broadcasts
Create, save, and use email templates
Send text messages (SMS)
Split test emails & SMS
Clone an email or SMS
Filter and manage your email and SMS broadcasts
Email gateway DKIM warning
Using Kartra AI in email & SMS
Blocked email or recipients
Transactional vs Commercial Email: What’s the Difference?
Email list-unsubscribe
Intro to Sequences
[VIDEO + Guide] How to create a Kartra Sequence
Activate and connect the steps of a sequence
Testing automated sequences
Set timing in a sequence
Complete vs unsubscribe step
Manually add a contact to a sequence
Automatically add a contact to a sequence
Turning a sequence ON or OFF
Using sub-sequences
Intro to Pages
Pages vs. Memberships: Which should you use?
Best Practices: Page Builder
Quick Start: Pages
Using Kartra AI in Pages
Page sections, columns, and components
Edit pages and templates
Save and publish pages
Save and manage favorite templates
Manage a website with Sites
Install Meta (Facebook) Pixel in pages
Split testing pages
Show or hide page section by device
Create website menus
Import or export site elements
Add tracking code to pages
Add custom CSS to a page
Components: Custom HTML code
Install Google Tag Manager in pages
Components: Footers
Components: Comments
Components: Boxes
Components: Buttons
Components: Columns
Settings: Pop-ups
Settings: Redirect a page
Guide visitors to act with countdown timers
Tag a page visitor
Page SEO and indexing
Show or hide page section by behavior
Intro to Memberships
Memberships vs. Pages: Which should you use?
[Video + Guide] How to build a membership in Kartra
Sell access to a membership
Managing members
Membership comments
Add categories and posts
Add a host or author to memberships
Add support link to a membership
Automatically grant or revoke membership access
Manually grant or revoke membership access
Create custom login page for membership
Customize membership URL address
Update membership login details (for members)
Send membership login details automatically
Membership URLs explained
Notify members of new content
Membership access, progress, and visibility explained
Promote higher access levels
Manage locked posts in your membership
Guide progress and pacing in your membership
Schedule membership posts for timed release
Create and manage membership access levels
Create membership catalog with portals
Scheduling options
Manage an existing webinar
Event Type: Right Now
Event Type: Always On
Event Type: Scheduled
Settings: Live
Settings: Replay
Settings: Automations
Attendee replay access
Hosting a webinar
Webinar links and access
Webinar duration
Webinars schedule
Webinar analytics
Webinar replay, recordings, and download
Invite attendees to speak (Request to Speak in Kartra)
Intro to Calendars
Calendar models explained
[VIDEO + Guide] Create a calendar in Kartra
Set up availability
Add a Kartra calendar to a page
Sync availability across Kartra calendars
Sync availability with Google calendars
Send meeting link in calendar confirmation email
Calendar alert: No more appointments available
Reschedule calendar appointments
Intro to Surveys
Create a survey or quiz in Kartra
Adding questions to a survey
Branched paths explained
Add quizzes to a course
Automate based on quiz score
Set quiz scoring
Send survey answers to a lead
Add social media sharing to survey results
Reward users with completion certificates
Review survey and quiz results