Portals are dashboards that simplify access to multiple memberships. With a unified login, your clients can manage their profiles and access memberships easily.

Use portals to group selected memberships on a single, grid-style page and decide if clients need to log in to the portal or to each membership individually.

Kartra membership portal example

Key facts about portals

  • Unified login: Clients can log in once for all memberships or log in to each membership individually—your choice.
  • Customization options: Add logos, marquee images, or progress bars to create a polished look.
  • Helpdesk integration: Connect Kartra’s Helpdesk or add external support links for client inquiries.
  • Direct URL: Customize the portal URL with your domain to reflect your branding.

Tip: Use a marquee image (1920 x 350 px, 72 DPI) to enhance your portal's visual appeal.

How to create a portal in Kartra

  1. Go to Memberships > Portals
  2. Click + Portal in the upper right corner
  3. In the Memberships tab:
    • Choose which memberships to include.
    • Configure client access (e.g., single portal login or individual membership logins).
  4. In the Sort tab:
    • Organize how memberships appear on the portal.
  5. In the Customization tab:
    • Add a logo (optional).
    • Upload a marquee image and add custom text (optional).
    • Enable or disable progress bars for membership completion tracking (optional).
  6. In the Helpdesk tab:
    • Connect a Kartra Helpdesk (if available).
    • Add an external support link or Only email support, where you provide your email address.

Finalize and publish the portalFinish the portal and publish

  1. Customize the portal name (visible on the login page and in your account).
  2. Customize the portal URL with a custom domain if desired.
  3. Click Publish in the top right corner to activate the portal.
  4. Copy the direct link to access or share the portal.

Pro tip

Encourage visitors to explore your other memberships right from the portal using the “Not a member” button.

The Not a member button appears next to a membership inside any portal when a member doesn’t have access to that membership. You can link the button to a checkout or sales page to promote other programs or courses.

To set it up:

  1. Go to Memberships.
  2. Click on your membership’s name to open its wizard.
  3. In the Settings tab, click Change to edit the Membership details module.
  4. Under Sales promotional page, use the dropdowns to select where the Not a memberbutton will lead.
    • You can link to an external page if you host your sales pages outside of Kartra.
The Membership details module of the Settings tab in the Membership wizard, highlighting the Sales promotional page section.

This is a simple way to cross-promote memberships that are part of the same Portal.