Learn Kartra
Get familiar with Kartra's features and functions.
Quick Start Guides
Products
- Intro to Products
- Product pricing structures
- How recurring billing works
- Testing products
- Create a product upsell funnel
Managing Sales & Customers
- Activate self-service billing for your customers
- Help customers use self-service billing
- Payment failure and retry cycle
- Troubleshoot declined payments
- Manage a canceled subscription
Affiliates
Leads, Lists, & Tags
View all (17)Email & SMS (Broadcasts and Sequences)
- Transactional vs Commercial Email: What’s the Difference?
- Broadcasts (Email or SMS)
- Email gateway DKIM warning
- Using Kartra AI in email & SMS
- Send text messages (SMS)
Automation
- Basic vs advanced automation
- Advanced automation IF triggers
- Basic automation IF triggers
- Automation AND conditions
- Automation THEN actions
Pages & Sites
- Quick Start: Pages
- Best Practices: Page Builder
- Page sections, columns, and components
- Edit pages and templates
- Using Kartra AI in Pages
Forms
Memberships & Courses
- Intro to Memberships
- Managing members
- Add categories and posts
- Sell access to a membership
- Create custom login page for membership
Webinars
- Scheduling options
- Basic Configuration
- Manage an existing webinar
- Event Type: Right Now
- Event Type: Always On
Media
- Managing images
- Uploading files
- Optimize your videos
- Add chapter segments to a video
- Add closed captions to a video
Calendars
Surveys & Quizzes
- Intro to Surveys
- Add quizzes to a course
- Automate based on quiz score
- Set quiz scoring
- Send survey answers to a lead
Helpdesks
Funnel Maps
- Funnel Mapping, Simulation, and Analysis
- Create a visual funnel map
- Simulate funnel traffic and conversion
- Configure real-time analytics
- What are UTM parameters?
Campaigns
- Intro to Campaigns
- Using campaign templates
- Package a campaign
- Share a campaign
- Import a campaign with share code
Integrations
View all (24)Kartra Agency
Analytics & Tracking
- Intro to cookie tracking
- Tracking links
- Track visits on external pages
- External page tracking code
- Sales analytics