Build an Email Subscriber List

A list in Kartra is an organized group that people can be subscribed to or removed from, without affecting their status in the rest of your account.

As a general rule, always subscribe people to a list in your account when they submit their information through a form. This will help you understand where they came from and what they're interested in and it gives your subscribers the option to opt out in the future if they want to.

• In your account, go to Contacts > Lists to create and manage lists
• Learn about Lists
• Learn about subscription management for your leads

You can create and publish fully functional web pages in Kartra, even if you don't have a website yet. Kartra pages each have a unique web address that you can share on social media, in emails, and anywhere you want people to be able to click and access the page.

For your opt-in form, you need two pages: one where people will fill out the form (you'll create this at a later step), and a second where they will go after clicking submit.

• In your account, go to Pages > All pages to create a success page
  • Pro tip: Use templates to start quickly! Look at "thank you page" templates for prebuilt designs.
• Publish the page when you're finished customizing it. It must be published to connect it to the form settings in the next step.

Opt-in forms usually contain two or three fields where a visitor can enter their name and email address, followed by a submit button.

This simple type of form can be used for any scenario where someone would sign up to receive something from you, such as information or access to a free resource.

• In your account, go to Contacts > Forms to create a new opt-in form.
• Under Design, click Customize to open the form builder and create your form.
• Under Settings, open the Confirmation page module. Choose the success page you created in the previous section of this guide.
• Under Automations, select the list you created in the List section of this guide. Anyone who submits this form will be added to the list(s) you specify.
• Publish the form when you're done.

The opt-in page is where people will fill out the form. This is the page you should share online so people can visit it and decide whether they want to sign up for your list.

• In your account, go to Pages > All pages to create the opt-in page.
  • Pro tip: Use templates to start quickly! Look at "squeeze pages" to get templates with a form placeholder in the design. The template you choose may have a visible placeholder or it might have a button that is configured to pop up a form.
• Customize the page with your branding and message. This is the page where you will invite people to give you their contact details, so make it as appealing as possible!
• Locate the form placeholder or button in the page design. Click it to see the toolbar, then click the pencil icon to edit the settings.
  • In the configuration menu, select and save the form you created in the previous step of this guide.
  • If your template uses a button to open the form, go to Link > Pop an opt-in form in the settings to select your form.
• Save and publish the page.

Congratulations, you just created a simple opt-in funnel! Visitors who go to your opt-in page will be prompted to fill out the form. If they do, they will be redirected to the success page.

In the meantime, their contact information is sent back to your Kartra account and added to a list, where you can now begin to send them emails and build a relationship with them.

Here's what you can do next:

1. Test the funnel! Go to your opt-in page in your web browser and enter your information in the form to see what the experience is like. Check the records inside Kartra to see how things look in the dashboard when someone opts in.
2. Learn about tagging for more organization and automation options in Kartra.
3. If you turned the welcome email ON in your form setup, you can customize the sender information for that email and others that are sent from your account.
   1. Learn about KartraMail (your account's built-in mail service)
   2. Learn about authenticating your email sender domains