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