This guide walks you through the process of setting up an automated email sequence in Kartra.
Sequences allow you to manage customer interactions, such as follow-ups and reminders, automatically. By following these steps, you'll learn the basics of how to create a sequence while building a simple cart abandonment sequence.
Follow Along: Create a Sequence Step-by-Step
- Accessing the Sequence Builder
- Navigate to the Marketing section in Kartra and select Sequences.
- Click + Sequence in the top-right corner to start a new sequence.
- Enter a Name (for internal reference) and a Public Description (visible to your customers on the subscription management page).
- Setting Up Your Sequence Canvas
- Kartra provides a drag-and-drop interface to design your sequence.
- Use the sidebar to add steps like sending emails, adding automations, or splitting the path.
- Adding Your First Email
- Drag an Email step onto the canvas.
- Configure the email:
- Timing: Set a delay (e.g., 24 hours after the sequence starts).
- Conditions: Decide if any filters should apply (e.g., specific tags or actions).
- Content: Edit the email to include personalized text, images, and links. For cart abandonment, for example, include a product image and link back to the sales page.
- Activate the email step and connect it to the sequence start.
- Adding Additional Emails (or Other Steps)
- Drag a new Email step into the canvas or clone the first email to create follow-ups (e.g., a 48-hour reminder).
- Update the timing and content for each additional step.
- Activate and connect each step in the sequence to ensure proper flow.
- Defining the Sequence Start and Completion
- Configure the Starting Rule:
- Example: Use a tag (e.g., "Cart Abandoned") applied to customers who visit the checkout but do not purchase.
- Add a Completion Step to mark the sequence as finished after all emails are sent.
- Configure the Starting Rule:
- Monitoring Sequence Performance
- Once live, go to Marketing > Sequences > Analyticsto see how the sequence performs:
- Email open rates
- Revenue generated
- Customer interactions at each step
- Once live, go to Marketing > Sequences > Analyticsto see how the sequence performs:
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