[Overview] Product Settings

The product settings are divided into tabs, each focusing on a specific group of options. Simply click a tab to access the configuration options it contains.

Each tab in your account includes modules that let you adjust settings for various aspects of your product. To make changes:

1. Click Change to open a module.
2. Edit the settings as needed.
3. Click Save when you're done.

Set the essential information that your customers will see during the checkout process:

• Official Name:
  • The name displayed on the checkout form and on purchase invoices.
  • Use a clear, concise name that reflects your product’s value.
• Description:
  • A brief summary shown on the checkout form to help customers understand the product.
• Image:
  • Displayed on the checkout form and in your account dashboard.
  • Click the image area to upload a file.
  • Recommended size: 500x500 pixels and 72 DPI
• Affiliate marketplace listing:
  • Decide if your product will be visible in the Affiliate Marketplace.
  • Listed products: Any user can apply to promote them.
  • Private products: Restricted applications.

Connect your payment processor to enable secure transactions:

• Important: Your product is configured with processor in test mode to start. Open this module to update it.
• Select one credit card service (e.g., Stripe) and/or PayPal to process payments.
• Integrated processors handle backend tasks like charging your customers and transferring funds to your account.

Learn more

• What is a payment processor and why do I need one?
• Intro to Integrations

Set the base price and payment structure for your product:

1. Choose a payment schedule:
   • One-time payment: Single payment at purchase.
   • Recurring payments: Ongoing charges (e.g., monthly or annually).
   • Installments: Fixed number of payments over time.
   • Recurring installments: Combine recurring charges with a fixed duration.
2. Enter price point details:
   1. Description: Label for the price option (e.g., "Monthly Plan"). The description appears only on a multi-price checkout.
   2. Price: Amount customers pay per item or recurrence.
3. Adjust price point options (Optional):
   • Enable initial payment to charge a different amount for the first billing cycle.
   • Set as default price if offering multiple price points.
4. Add multiple price points:
   1. Click the + button to configure additional price points, such as discounted annual plans or trial offers.

Learn more:

• Product pricing structures
• How recurring billing works
• Create a subscription with a trial period

Enable shipping if your product requires physical delivery:

1. Turn Shipping ON by selecting Physical product.
2. Configure flat-rate shipping costs based on delivery area.
3. Set rates by unit or order to determine whether shipping costs change when customers increase the quantity purchased in a single order.

Pro tip: Define multiple delivery areas (e.g., domestic vs. international) to reflect varying costs.

Activate sales tax collection if applicable:

• Apply tax automatically based on customer location.
• Allow customers to provide a tax ID to remove tax if permitted or required by your regulations.

Learn more: Charge or remove sales tax

Set a refund period to control how Kartra handles automatic refunds and affiliate commission milestones:

• Self-Service Billing: Refunds are processed automatically only within the refund period. (If automatic refunds are turned on.)
• Affiliate Commissions: Commissions can be held until the refund period expires to prevent overpayment in the event of a return.

Important:

• Your refund policy doesn’t limit your ability to support your customers and process manual refunds at any time.
• The refund policy set here is not displayed on your checkout page. Communicate it clearly on your sales and support pages.

Learn more:

• Activate self-service billing for your customers
• Create an affiliate program

For each page type, specify whether you’ll use an external page or a Kartra page:

• External Pages:
  • Enter the full URL of the page.
  • These can be any publicly accessible web pages hosted outside of your Kartra account.
• Kartra Pages:
  • Use the drop-down menus to select the site and page name.
  • Important: Ensure custom Kartra pages are published live; unpublished pages will not appear in the selection list.

• The product page is where customers learn about your product and access the checkout form to make a purchase.
• If using a custom sales page, ensure it effectively communicates your offer and includes a prominent checkout button or form linked to this product.

• The thank you page is shown after a successful purchase.
• Use it to thank your customers and provide follow-up information, such as:
  • Instructions to check their email for receipts or additional content.
  • Links to downloadable items or bonus materials.
  • Access to exclusive offers, such as an upsell.

Choose a design style for your checkout form and customize its appearance:

• Kartra-hosted: A standalone, full-page checkout form.
• Overlay pop-up: A pop-up form triggered by a button (e.g., “Add to Cart”).
• Embed: Embed the form on a custom page (either in Kartra or an external site).

Important: Your selected design affects the type of link or embed code provided in the Links tab.

• Add your logo to a Kartra-hosted checkout page for branding consistency.
• Note: This doesn’t apply to overlay or embed forms. Use page editing options to add a logo to a custom page.

• Include a button on a Kartra-hosted checkout page for customers to access a Kartra Helpdesk, if applicable.
• Note: This doesn’t apply to overlay or embed forms. Use other settings to add a helpdesk button to a custom page.

Control the information you collect from buyers (e.g., name, email, or custom fields).

Required contact fields are added by default, but you can:

• Add Fields: Click + Add Field.
• Reorder Fields: Click < or > to adjust their order.
• Delete Fields: Click the X icon.

Pro tip: Avoid overloading the form with too many fields, as it can deter buyers. Only request essential information.

• Let customers purchase multiple units and set a maximum quantity per order.
• Note: If selling physical products, double-check shipping settings in the Pricing tab to ensure charges apply correctly by unit or order.

Speed up the checkout process for returning customers:

• When enabled, Kartra saves buyer details via browser cookies and pre-fills the form for future purchases.
• Additional settings are available for upsells/downsells to streamline transitions between offers.

Learn more: Using express checkout (coming soon)

Retarget prospects who visit your checkout page but don’t complete the purchase:

• Apply a tag to undecided buyers, enabling follow-up marketing campaigns to re-engage them.

Learn more: Why should I tag cart abandonment?

Add terms and conditions to your checkout to comply with regulations or inform buyers of purchase policies.

1. Terms label: A checkbox displayed below the payment details.
2. Billing terms: An info bubble displayed with the label, containing the terms of purchase.

Important: You must create and add your own terms and conditions. Consult a legal professional to ensure compliance with applicable laws.

Add a bump offer to present an optional, complementary product during checkout.

• A bump offer is a quick upsell that allows buyers to add an additional product to their purchase with a single click.
• Example: Offer a digital copy of a physical book being purchased.

Set up a bump offer:

1. Click the toggle to enable a bump offer per price point.
2. Select the product to offer from the dropdown menu.
3. Customize the bump offer’s header, description, and design template.

Automatically subscribe buyers to a list for organized email marketing and follow-up campaigns.

• Select a list for each price point.

Add private tags to buyers to segment contacts or trigger automations.

1. Select "Yes, tag customers."
2. Select a tag for each price point.

Manage how buyers receive your product:

• Kartra membership: Automatically grant access to a Kartra-hosted membership site.
• Integrated membership: Link to an external integrated membership system for delivery. See Intro to Integrations for supported memberships.
• Digital file: Upload files (e.g., eBooks) for automatic email delivery. Uploaded files are stored in your account Media center.
• No access page: Use this option for physical shipping, calendar appointments, or other non-digital deliveries.

Create automations to respond to purchase events:

1. Click + New automation to add a rule.
2. Use the if/then logic to configure actions:
   • IF: A customer takes a specific action (e.g., buys the product).
   • THEN: Kartra performs a predefined task (e.g., applies a tag or subscribes to a sequence).

Activate to pay affiliates a commission for each referred sale:

• Affiliate promotion is activated on a per-product basis, giving you control over which products affiliates can promote.
• Once activated, configure settings such as:
• Commission rates: Define how much affiliates earn per sale.
• Payment milestones: Set when commissions are paid (e.g., after a refund period).

Learn more: Create an affiliate program

Reward affiliates for generating leads by paying a commission per referred opt-in:

1. Activate the opt-in referral program for your product.
2. Select the opt-in forms that affiliates will use to collect leads.
3. Enter the commission amount you will pay per lead (a lead is a potential client or customer).

Use this option for checkout forms that display only one price point:

• Access a direct link or embed code for each price point.
• Links and codes are organized by tabs for each price point.

For products with multiple price points:

1. Choose which price points appear on the checkout form using toggles.
2. Toggle more than one price point on to get a checkout with multiple purchase options.

Use the tracking embed code to monitor conversion rates for your sales page. Conversion rates reflect the percentage of unique visitors who complete a purchase.

Steps to use the tracking code:

1. Copy the embed code.
2. Paste it into the <BODY> code of your sales page.
3. View conversion data in your product analytics.

Learn more: Sales conversion tracking code