Campaign Overview

The Fitness Membership Campaign is designed to help fitness trainers sell access to online content. With simplicity in mind, it uses only the essential assets needed to start building an audience and earning money. 

This campaign uses two methods to get new prospects and customers:

  • Opt-in form with a lead magnet. A “lead magnet” is something free that you offer in exchange for a person’s contact information. They opt-in to receive emails and other communications from you and you give them something of value for free. When a person has agreed to receive emails from you, can start building a relationship with them to hopefully lead to future sales.
  • Product checkout with access to three different types of exclusive content. You can customize all three membership tiers to suit your needs or remove the ones you don’t need.

Review the descriptions and videos below to understand how the campaign works and how to customize each piece!

Setup Guide Contents

How do I get this campaign? If you purchased a Kartra Fitness Toolkit, you received a share code for this campaign in your email. Check your inbox for a message with the subject: “Your Kartra fitness toolkit is here!” Then use the share code to import the Fitness Membership Campaign into your account.

Campaign contents

Note: When you deploy the campaign, you will add a unique prefix to it. The assets in your account will each have the prefix in the name so you know which deployment they belong to.

Fitness membership campaign asset contents

Lists (2): 

  • PRE GET FIT. STAY FIT. Prospects
  • PRE GET FIT. STAY FIT. Members

Pages (2): 

  • PRE Fitness Trainer - Landing Page
  • PRE Fitness Trainer - Success Page

Products (1):

  • PRE GET FIT. STAY FIT.

Memberships (1):

  • PRE Fitness Trainer Membership

Forms (1):

  • PRE Fitness Trainer - Free Member Access

Calendars (1):

  • PRE Fitness Trainer - Class Calendar

Funnel map (1):

  • PRE Fitness Trainer - Funnel

Funnel Map: Review the Funnel Map

The funnel map is a visual overview of the campaign’s structure. It gives you a complete picture of how the assets relate to each other and what a person’s experience will be from the moment they visit your landing page until they gain access to your membership.

In your account: Funnels > Funnels 

Use the drop-down menu to filter for your Fitness Membership Campaign

The fitness trainer funnel is located under Funnels

Memberships: Add Membership Content

The membership is the portal where your customers will log in to access all of your exclusive content. Out of the box, the membership in this campaign has four access levels (or tiers):

  • One free tier that is activated when someone opts in to your email list. This is the lead magnet you offer as an opt-in incentive.
  • Three paid levels, each with a different type of content you can sell for different prices.

Edit the membership and use the builder at the Contents step to add your content. Go to the Access Levels step to toggle membership posts on or off for each tier.

In your account: Memberships > Content > Memberships

Use the search or advanced filters to find your Fitness Membership Campaign

Find and edit the fitness campaign membership course portal

Calendars: Configure the Calendar

When someone buys the “Live Classes” access level within the membership, they gain access to a booking calendar.

Edit the calendar to add your availability and fine-tune the settings for your live classes.

In your account: Calendars > Calendars > My calendars 

Use the search or advanced filters to find your Fitness Membership Campaign

Find and edit the fitness campaign class calendar

Pages: Edit the Landing Page

The landing page is where you drive new traffic to learn about your offer. From this page, visitors can purchase your products directly or sign up for a free offer.

Replace the colors, images, text, and fonts on this page with your business branding. You can delete sections or add additional ones to this page based on your needs. Be sure to include a video for your free offer (optional).

In your account: Pages > Pages 

Use the search, advanced filters, or sites menu to find pages in your Fitness Membership Campaign

Find and edit fitness campaign pages

Products: Connect Your Payment Gateway

A payment gateway is required to accept money through a checkout form. This is the service that securely processes transactions and your customers' payment data.

Kartra integrates with multiple payment processor options. If you do not already have one, you will need to create an account with your preferred processor and then link it to your Kartra account.

When your gateway is integrated, edit the Product asset to connect it to the checkout. Select the new integration at the first step of the setup wizard and save all sections.

In your account: Go to Integrations and sort by Payment to find eligible payment services. You must create an account with your preferred service before connecting it to Kartra.

Products: Add Pricing and Descriptions to the Product

The product is where you configure the checkout visitors will use to purchase access to your membership. The product for this campaign is pre-configured with three different price points (one for each membership access level).

  • Each price point can be configured with a unique purchase amount and type of billing cycle (one-time payment or recurring).
  • At the Post Sale step of the product wizard, define the membership and access level that each price point will activate.

In your account: Products > Products 

Use the drop-down menu to find your Fitness Membership Campaign product

Find and edit the fitness campaign product checkout settings

Forms: Review the Free Access Form

The opt-in form allows visitors to sign up for your mailing list in exchange for access to your free offer. The form has an automation rule configured that gives access to your membership’s free access level each time someone fills it out.

You can edit the form to add or remove fields as you prefer (optional). The form comes pre-configured to ask each person for their first name, last name, and email address.

In your account: Forms > Forms 

Use the search or advanced filters to find your Fitness Membership Campaign

Find and edit the fitness campaign opt-in form

Pages: Edit the Success Page

Customers and registrants are redirected to the success page after purchasing your product(s) or signing up for your free offer. The page contains instructions on how to access their membership accounts and any other message you want to add.

Like the landing page, you should replace the colors, images, text, and fonts with your business branding.

In your account: Pages > Pages 

Use the search, advanced filters, or sites menu to find pages in your Fitness Membership Campaign

Find and edit fitness campaign pages

Lists: Review Your Lists

Lists are organized groups in Kartra that customers and registrants are added to when they purchase your product(s) or sign up for your free offer.

You can change the names of the lists, but keep in mind that your contacts can see the lists they are subscribed to when they click Unsubscribe or Edit your details in the footer of any email you send them. Keep the names customer-friendly!

In your account: Communications > Leads > Lists 

Use the search or advanced filters to find your Fitness Membership Campaign

Find and review or edit your mailing list groups

Final Checks: Test the Campaign

Test the opt-in page and process:

  1. Go to Pages > Pages and find your landing page. 
  2. Click on the three dots, then "Get code or link" and grab the URL for your page
  3. Visit the page in a separate browser window and submit your contact info in the opt-in form. It's helpful to use a new email address for this so you can ensure a fresh result. 
    • Pro tip: Many email accounts allow you unlimited modifiers, so you will always have a unique account to work with. For example, in Gmail, your email address might be joe@gmail.com
    • You can use joe+xyz@gmail.com where xyz is any combination of letters and numbers, any length of characters... resulting in an infinite number of email addresses that are all delivered to your Gmail inbox.
  4. Confirm that you were redirected to your opt-in success page after submitting the form

Test the success page:

  1. Click the link to ensure your membership link works

Test the free membership access:

  1. Check your email to find the welcome message you received after completing the opt-in form
  2. Use the login credentials to log in and confirm that you have the correct access

Test the product purchase:

  1. Go back to the “Fitness - Landing Page” and follow the Testing products guide. Test each unique price point separately.
  2. After completing a purchase, check your email for a welcome email containing login credentials
  3. Log in to the membership and confirm that you received the correct access for the purchase you made

Test the calendar:

  1. After buying the Live Classes product offer, log in to the membership and go to the booking calendar
  2. Sign up for the live class schedule
  3. Check your email to confirm that you received the correct confirmation messages
  4. In your account dashboard, go to Calendars > Agenda to see the new calendar booking