2024 Oct 22 - Kartra 7.0.0 Release Notes

The best part? This update has been automatically applied to your account, so there’s no action needed on your part. All your content, processes, and configurations will continue to function exactly as you designed them—no disruption to your business.

Highlights of Kartra 7.0

• Reorganized Navigation & Dashboards: We’ve refined the account navigation menus and asset dashboards, reducing visual clutter and making it easier to find what you need and take your next most important action.
• Global Search: Quickly locate any feature, tool, or asset with a new search bar, always accessible from the top toolbar.
• Quick Start Launchers: Speed up content creation with quick-start options for every asset type. Just name your asset, choose a template, and launch it pre-configured with smart defaults.
• Campaigns Refresh: Deploy campaigns faster and manage all components in one place with a new streamlined dashboard.
• Enhanced Contacts Management: Enjoy a new imports dashboard, customizable columns in the contacts view, and a dedicated dashboard for managing custom fields, making it easier to organize and manage your contacts (formerly known as leads).

And that’s just the beginning! There’s much more to explore in Kartra 7.0. Keep reading for the full rundown of what’s new, improved, and where things have moved (and don’t worry—no features were removed!).

Using Your Account

Navigation Refresh

We’ve redesigned the navigation to organize tools based on common workflows to help you work smarter:

• Feature Menu: Access content creation tools and information grouped by similar intents.
• Resource Menu: Find account settings, integrations, and external tools grouped together.
• Profile Menu: Manage the admin side of your business, including your team, subscription, and agency accounts. There’s also a new section for affiliate promos if you promote products for other Kartra users.

Global Account Search

Find any feature or asset quickly with a new search bar at the top of your account. Click the magnifying glass in the top toolbar to get started.

Global Recycle Bin

Never worry about losing track of an asset! All deleted content is now collected in one searchable Recycle Bin. Browse or search to find and restore what you need. Access it by clicking the trash icon in the top toolbar.

Redesigned Asset Dashboards with Quick Access Shortcuts

We’ve improved the asset dashboards to reduce clutter and provide quick access to analytics and key actions like editing and sharing.

Change Your Username

You can now update your account username! Whether correcting a typo or rebranding, this feature lets you keep your default Kartra URLs up to date. Use this option carefully—custom domains will need to be relinked, and old assets and links may require updates. Once changed, your username will be locked for two weeks.

Creating and Editing Assets

Quick Starts and Flexible Setup for All Assets

We’ve redesigned the asset creation process to make it faster and more intuitive. Each time you create an asset, you’ll start with a version that’s almost ready to publish, allowing you to focus on fine-tuning rather than starting from scratch.

• Pre-configured Setups: Assets now come with smart defaults tailored to common use cases, so you can skip advanced options unless you need them.
• Flexible Customization: Customize settings in any order—no more “Save & Next” steps!
• Quick and Easy Publishing: If the defaults work for you, publish immediately and save time.

Campaigns, Reimagined

Campaign creation now gives you two flexible options:

• Pre-built Strategies: Choose from customizable, ready-made campaign templates to get started quickly.
• Start from Scratch: Prefer the traditional method? You can still build campaigns from the ground up, just as before.

The redesigned campaign dashboard makes it easy to track and manage every aspect of your campaigns in one convenient place.

Managing Contacts

Contact Imports Dashboard

In a new section under Contacts > Imports, you can now save contact imports as drafts and view the details of every import—both in progress and completed.

Customizable Contact Views

Personalize your primary contacts view by adding up to 7 additional columns, allowing you to display the additional details. Take a look in Contacts > All contacts.

Custom Fields Dashboard

Easily create and manage custom fields with the new dashboard under Contacts > All contacts > Custom fields.

Affiliate Promos / Affiliate Users

Affiliate Account Refocus

We’ve streamlined the Affiliate Promos section and moved it to a dedicated dashboard, making it easier to manage your promotions for other Kartra vendors. If you run an affiliate program, your partners will also benefit from the cleaner interface. The full Kartra feature menu no longer appears in the Affiliate-only view.

Menu Changes

We’ve organized your account navigation by intent or function. If you’re not sure where something is, try the new global search at the top of your dashboard!

Feature Menu (Left sidebar)

Here’s a summary of where things have moved:

• Products renamed Sales.
• Tracking moved to Marketing.
• Sales Analytics moved to Sales > Payments.
• Communications split into Contacts and Marketing.
• Broadcasts renamed Email & SMS, moved to Marketing.
• Sequences, Automations, Funnels and Campaigns moved to Marketing.
• Forms, Surveys, and Leads moved to Contacts.
• Webinars and Calendars moved to Events.
• Agency and Affiliate Promos moved to the Admin Menu.
• Integrations moved to Settings in the lower-left menu.

Admin Menu (Top right)

• Email notifications and Settings moved to Settings in the lower-left menu.
• Custom Domains renamed Domains, moved to Settings.
• KartraMail DKIM renamed DKIM, moved to Settings > Domains.
• Agency and Affiliate section are now here.

Feedback Pathways

After publishing a new asset, you’ll now see a success message with options to rate your experience and leave comments. We value your feedback—it helps us improve Kartra!