Learn Kartra
Get familiar with Kartra's features and functions.
Products
- 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
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
Contacts, Lists, & Tags
View all (18)Forms
- [VIDEO + Guide] How to create and use Forms in Kartra
- [VIDEO + GUIDE] Add a form to a Kartra page
- Create custom fields
- Prevent spam with double opt-in
- Embed a Kartra form on an external page
Email & SMS (Broadcasts and Sequences)
- [VIDEO + Guide] How to send an email with Kartra
- Selecting email recipients
- Email or SMS broadcasts
- Clone an email or SMS
- Email gateway DKIM warning
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
Memberships & Courses
- Intro to Memberships
- Managing members
- Membership comments
- Add categories and posts
- Add a host or author to memberships
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
Analytics & Tracking
- Intro to cookie tracking
- Tracking links
- Tracking link goals
- Track visits on external pages
- External page tracking code