Kartra Products define the configuration and settings that power a checkout form on your website or sales page.

What is a Product in Kartra?

A Kartra Product contains all the details needed to create checkout forms and manage sales in your Kartra account. Each product contains the essential settings to:

  • Facilitate secure sales transactions.
  • Track customer information, such as purchase history and abandoned checkouts.
  • Automate follow-up actions with your buyers or prospects.

If you have a product, service, or offer to sell, Kartra Products can help you manage the process from start to finish. With an integrated payment processor, Kartra ensures seamless transactions while equipping you with automation tools to grow your business.

Kartra Product checkout design and settings

Before getting started

Before creating a product in Kartra, make sure you have the following details ready:

  1. What are you selling?
    Decide whether it’s a digital download, a physical product, an online course, a calendar appointment, or another type of service.
  2. How will it be delivered?
    Examples include email delivery, shipping, granting access to a membership portal, or linking to a file.
  3. What are the pricing details?
    Choose between a one-time payment, subscription, or another billing frequency.
  4. Do you have a payment processor?
    Kartra integrates with credit card and PayPal services to securely process payments.

Once you have this information, you’re ready to start building your checkout configuration.

How to Create a Product in Kartra

To access the settings for an existing product, simply click its name in the Sales > Products dashboard.

  1. Navigate to Sales > Products in your Kartra dashboard.
  2. Click + Product in the top right corner of the page.
  3. In the creation screen:
    • Enter a name for the product
    • Select either main or upsell as the product type
    • Select a delivery method
  4. Click Create to generate the product and access the rest of the settings.

In the product settings, you will define:

  • Official name: The product name buyers see on their invoice.
  • Payment processors: The services used to collect payments.
    • Important: Products are initially configured with a test gateway. To accept live payments, open the payment processor module to update the settings and connect your active payment processor.
  • Pricing details: Price, shipping costs (if applicable), taxes, and refund terms.
  • Page links: The sales page and thank you page for buyer redirection.
  • Checkout settings: Style, form fields, and terms and conditions.
  • Post-sale automations: Tags, list subscription, and delivery options.
  • Affiliate settings: Enable promotions and set commissions for affiliates.

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