Kartra Support
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Solution home
Learn Kartra
Email & SMS (Broadcasts and Sequences)
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My Account & Subscription
Meet Kartra
Kartra account and dashboard tour
How to contact Kartra support
Intro to Kartra AI
Kartra AI FAQs
Recycle bin (delete and restore)
How reliable is Kartra?
Intro to KartraMail
Login & Security
Account security and password
Change Kartra login email or password
Reset a forgotten Kartra account password
Multi-factor authentication (MFA) setup guide
Install an authentication app for MFA
Log in using a one-time passcode (MFA)
Log in using a recovery code (MFA)
Access error: IP blocked
Profile & Settings
Update mailing address in email footer
About your Kartra username
Change my username
Set dark or light mode
Set account currency
Set fixed or dynamic language
Set account time zone
Add your brand logo
Save custom brand colors
Customize your sales invoices
Tax information (VAT, GST, etc.)
My Billing
Upgrade my Kartra plan
Downgrade my Kartra plan
Reactivate my Kartra account
Freeze my Kartra account
Cancel my Kartra subscription
Download my Kartra payment invoice
Update my Kartra payment method
Change my Kartra invoice address
Add my sales tax or VAT number
Team Members
Create team member roles
Add a team member
Team member activity logs
Impersonate (log in as) a team member
Team online indicators
Reset team member login credentials
Email Notifications
Customize default email notifications
Send notifications to your team
Personalize with variables
Domains & DKIM
Intro to domains
Root domain vs Subdomain
Using Kartra in your domain name
Domains setup
Set up domain index and 404 error pages
Brand Kartra links with your domain
Delete a domain integration
Why is my domain still processing?
What does a redirect error mean?
Domains error: Domain name already exists
Email authentication guide
Create DKIM records
Create DMARC record
Create SPF record (Integrated SMTP)
[VIDEO] Authentication Basics How-to: Set up DKIM for Kartra Email
Integrations
Intro to Integrations
Payments: Stripe
Payments: Stripe (Legacy)
Payments: Square
Payments: PayPal
Payments: Braintree
Payments: Authorize.Net
Deleting a payment integration
Memberships: aMember
Memberships: Digital Access Pass (DAP)
Memberships: Kajabi
Memberships: OptimizePress
Memberships: s2Member Pro
Memberships: WishList Member
Email: Elastic Email
Email: Mailgun
Email: Postmark
Email: SendGrid
SMS: Plivo
SMS: Twilio
SMS: Vonage
Calendars: Zoom meetings
Calendars: Google Calendar and Meet
Hub: Zapier automations
Compliance
Data privacy settings (GDPR & CCPA)
Essential vs optional cookies
Kartra Agency
Intro to Kartra Agency
Logging in to Agency client accounts
Terminate an Agency agreement
Learn Kartra
Quick Start Guides
Migrate your business to Kartra
Build an email subscriber list
Let’s get started! Launching with Kartra Campaigns
Products
Intro to Products
[GUIDE] Product Settings
[VIDEO] How to create a Kartra Product
What is a payment processor and why do I need one?
Product pricing structures
How recurring billing works
Create a subscription with a trial period
Charge or remove sales tax
Why should I tag cart abandonment?
Testing products
Create a basic sales funnel
Create a product upsell funnel
Creating discount coupons
Create a free product or giveaway
Sell a digital download
Sales conversion tracking code
Currency conversion and exchange rates
Managing Sales & Customers
Activate self-service billing for your customers
Help customers use self-service billing
Payment failure and retry cycle
Troubleshoot declined payments
Manage a canceled subscription
Stop selling a product (pause or delete)
Cancel a subscription
Refund a payment
Reschedule or pause a subscription
Migrating subscriptions from another system
Manage recurring installment plans
Affiliates
Create an affiliate program
Share your affiliate sign-up page
Managing affiliates
Paying affiliate commissions
Contacts, Lists, & Tags
Guide to Email List Maintenance
Intro to Lists
Intro to Tags
Contact profile
Contact scoring
Combining contacts
Exporting contacts
Delete or recover a contact
Contact status and filtering
Clear blocklisted contacts
Prevent bot spam with CAPTCHA
Manually adding contacts
Importing contacts in bulk
Contact import approval
Contact import denial
Email subscription management (for contacts)
Import error: 55 column limit
Email & SMS (Broadcasts and Sequences)
Transactional vs Commercial Email: What’s the Difference?
Targeting your email recipients
Email or SMS broadcasts
Clone an email or SMS
Email gateway DKIM warning
Using Kartra AI in email & SMS
Send text messages (SMS)
Blocked email or recipients
[VIDEO] How to create a Kartra Sequence
Turning a sequence ON or OFF
Activate and connect the steps of a sequence
Set timing in a sequence
Complete vs unsubscribe step
Manually add a contact to a sequence
Automatically add a contact to a sequence
Testing automated sequences
Email list-unsubscribe
Automation
Basic vs advanced automation
Advanced automation IF triggers
Basic automation IF triggers
Automation AND conditions
Automation THEN actions
Expiring tags
Pages & Sites
Quick Start: Pages
Best Practices: Page Builder
Page sections, columns, and components
Edit pages and templates
Using Kartra AI in Pages
Show or hide page section by device
Page SEO and indexing
Tag a page visitor
Settings: Redirect a page
Settings: Pop-ups
Components: Boxes
Components: Footers
Components: Custom HTML code
Save and manage favorite templates
Save and publish pages
Manage a website with Sites
Create website menus
Import or export site elements
Add tracking code to pages
Add custom CSS to a page
Install Meta (Facebook) Pixel in pages
Install Google Tag Manager in pages
Forms
Create custom fields
Prevent spam with double opt-in
Share a Kartra form on an external page
Send a welcome gift or bonus with opt-in
Automation based on custom field response
Memberships & Courses
Intro to Memberships
Managing members
Membership comments
Add categories and posts
Add a host or author to memberships
Sell access to a membership
Create custom login page for membership
Customize membership URL address
Schedule membership posts for timed release
Manually grant or revoke membership access
Automatically grant or revoke membership access
Add support link to a membership
Webinars
Scheduling options
Basic Configuration
Manage an existing webinar
Event Type: Right Now
Event Type: Always On
Event Type: Scheduled
Settings: Live
Settings: Replay
Settings: Automations
Attendee replay access
Hosting a webinar
Webinar links and access
Webinar duration
Webinars schedule
Webinar analytics
Webinar replay, recordings, and download
Media
Managing images
Uploading files
Optimize your videos
Add chapter segments to a video
Add closed captions to a video
Set splash screen for video
Download a video hosted in Kartra
Calendars
Intro to Calendars
Sync availability across Kartra calendars
Sync availability with Google calendars
Send meeting link in calendar confirmation email
Calendar alert: No more appointments available
Surveys & Quizzes
Intro to Surveys
Add quizzes to a course
Automate based on quiz score
Set quiz scoring
Send survey answers to a lead
Add social media sharing to survey results
Helpdesks
Answering tickets
Enable ticket submission by email
Create a knowledge wiki for your customers
Customize ticket notification emails
Add billing support to a helpdesk
Funnel Maps
Funnel Mapping, Simulation, and Analysis
Create a visual funnel map
Simulate funnel traffic and conversion
Configure real-time analytics
What are UTM parameters?
Filter real-time analytics
Understanding funnel analytics results
“Missing sources” traffic label
Campaigns
Intro to Campaigns
Using campaign templates
Package a campaign
Share a campaign
Import a campaign with share code
Create a Campaign Marketplace listing
Campaign marketplace terms and approval
Analytics & Tracking
Intro to cookie tracking
Tracking links
Tracking link goals
Track visits on external pages
External page tracking code
Sales analytics
Emails & SMS analytics
Sequence analytics
Campaign Templates
Done-For-You: Simple List Builder Campaign
Overview: Simple List Builder Funnel
Step 1: Deploy the Simple List Builder Campaign
Step 2: Customize the Opt-In Page
Step 3: Modify the Opt-in Form (OPTIONAL)
Step 4: Customize the Thank You Page
Step 5: Configure Your Email Sequence
Step 6: Test Your Funnel
Toolkit: Fitness Membership Campaign
Fitness Membership Campaign
On-Demand Video
Kartra Basics
Kartra 101: Email Marketing (Replay)
Kartra 101: Building Pages (Replay)
Kartra 101: Creating Courses (Replay)
Kartra 101: Selling Products (Replay)
Kartra 101: Building Funnels (Replay)
Kartra 101: Using Kartra AI (Replay)
Advanced Strategies & Tips
Crafting Effective Email Journeys with Kartra
How to Build a Kartra Membership
Enhancing Kartra with Custom Code: Pages
Enhancing Kartra with Custom Code: Memberships
Launch a Campaign with One Click
Sales Funnel Mastery: Optimizing Your Sales Funnels to Convert
How to Get More Leads with Kartra Email
Transform Your Emails: Mastering Copywriting & Lead Magnets in Kartra
The Content Creator's Funnel
Building a High Ticket Sales Funnel
How to Use AI to Scale Your Content Production
8 Strategies to Organize Your Kartra Workflows
Low-Ticket, High Impact: Creating Offers that Sell
Email Authentication
[VIDEO] Deliverability: Warming Domains
Affiliate Account
Your affiliate account
Getting Started with the Kartra Affiliate Section
Customizing Account Settings in the Affiliate Section
Links, clicks, and sales
Configure Payment Settings in Kartra’s Affiliate Section
Accessing and Using Referral Links in Kartra
Tracking Affiliate Analytics in Kartra
Finding offers in the marketplace
How to Apply for Affiliate Offers in Kartra’s Marketplace
Release Notes
2024 Kartra Updates
2024 Nov 20 - Kartra 7.6.2 & 7.6.3 Release Notes
2024 Nov 14 - Kartra 7.6.1 Release Notes
2024 Nov 12 - Kartra 7.6.0 Release Notes
2024 Nov 12 - Kartra 7.5.3 Release Notes
2024 Nov 5 - Kartra 7.5.0 Release Notes
2024 Oct 31 - Kartra 7.4.1 Release Notes
2024 Oct 30 - Kartra 7.4.0 Release Notes
2024 Oct 29 - Kartra 7.3.0 Release Notes
About the Kartra 7.0 Beta (Closed)
2024 Oct 22 - Kartra 7.0.0 Release Notes
2024 Sept 9 - Kartra 6.16.0 Release Notes
2024 Sept 5 - Kartra 6.15.3 Release Notes
2024 Sept 4 - Kartra 6.15.2 Release Notes
2024 Aug 26 - Kartra 6.14.0 Release Notes
2024 Aug 13 - Kartra 6.13.0 Release Notes
2024 Jul 30 - Kartra 6.12.2 Release Notes
2024 Jul 25 - Kartra 6.12.1 Release Notes
2024 Jul 22 - Kartra 6.11.0 Release Notes
Developers
Instant Payment Notification (IPN)
The IPN system
Sale, refund or chargeback for one-time payments without an initial payment (AKA trial) enabled
Sale for one-time payments with an initial payment (AKA trial) or sale for a subscription
Rebill for a subscription, or a follow up after a one-time payment initial payment (trial)
Refund, failed rebill, or chargeback for a recurring subscription payment, or for a one time payment with a trial
Cancelation of a recurring payment subscription
API Inbound: Getting started
Using Kartra's Inbound API (Read Me)
Activating your App
Connecting to the API
Success and error confirmation messages
API limits
API Inbound: Leads
Lead: Retrieving data
Lead: Searching, Creating, Editing
API Inbound: Actions
Action: Assign tag to a lead
Action: Cancel a recurring payment subscription
Action: Cancel subscription to calendar
Action: Create custom fields
Action: Edit recurring payment subscription settings
Action: Edit recurring payment subscription status
Action: Get payment transaction details
Action: Get recurring payment subscription details
Action: Give points to lead
Action: Refund a payment transaction
Action: Remove points from lead
Action: Retrieve all the custom fields in your account
Action: Retrieve all the lists in your account
Action: Retrieve all the pages in your account
Action: Retrieve all the sequences in your account
Action: Retrieve all the tags in your account
Action: Retrieve payment transactions from lead
Action: Retrieve recurring payment subscriptions from lead
Action: Search payment transaction
Action: Search recurring payment subscription
Action: Subscribe a lead to a list
Action: Subscribe lead to a sequence
Action: Subscribe lead to calendar
Action: Unassign tag from a lead
Action: Unsubscribe a lead to a list
Action: Unsubscribe lead from a sequence
API Inbound: PHP samples
PHP sample: creating a lead
PHP sample: editing a specific lead
PHP sample: execute actions to a specific lead
PHP sample: retrieving data for a specific lead
PHP sample: searching for a specific lead
API Outbound: Getting started
Using Kartra's Outbound API (Read Me)
Activating the outbound API
API Outbound: Events
If a JV signs up for a product
If a subscription is cancelled
If a transaction is refunded
If an affilate signs up for a product
If lead buys a product
If lead cancels a calendar
If lead clicks on a page split test link
If lead completes a calendar
If lead completes a sequence
If lead completes a survey
If lead completes video
If lead fills in a form
If lead is assigned a tag
If lead is granted access to membership (Kartra or external)
If lead is revoked access to membership (Kartra or external)
If lead is subscribed to a sequence
If lead is unassigned a tag
If lead is unsubscribed from a sequence
If lead plays video
If lead reaches score for the first time
If lead subscribes to a calendar
If lead subscribes to a list
If lead unsubscribes from a list
If lead visits a Kartra page
If leads clicks on a tracking link
API Outbound: PHP samples
PHP sample: get request for a specific action
Open navigation
[VIDEO] How to create a Kartra Sequence
Modified on: Fri, 22 Nov, 2024 at 6:34 PM
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