Release Notes - Kartra
Improvements
- Team Member Roles Aligned with Updated UI: We updated team member role functionality to match the tabbed interface introduced in 7.0, making it easier to manage and understand your team’s permissions. (12181)
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Getting Started
- Setting Up Your Kartra Account
- Creating Content with Kartra
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My Account & Subscription
- Meet Kartra
- Login & Security
- Profile & Settings
- My Billing
- Team Members
- Email Notifications
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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
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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
- Kartra Agency
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Learn Kartra
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Products
- Intro to Products
- [Overview] 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
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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
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Contacts, Lists, & Tags
- Guide to Email List Maintenance
- Intro to Lists
- Intro to Tags
- Contact profile
- Contact scoring
- Combining contacts
- Merging tags
- 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
- Forms
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Email & SMS (Broadcasts and Sequences)
- [VIDEO + Guide] How to send an email with Kartra
- Selecting 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
- Transactional vs Commercial Email: What’s the Difference?
- [VIDEO + Guide] 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
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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
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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
- Create membership catalog with portals
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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
- Calendars
- Surveys & Quizzes
- Helpdesks
- Funnel Maps
- Campaigns
- Analytics & Tracking
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Products
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Campaign Templates
- Done-For-You: Simple List Builder Campaign
- Toolkit: Fitness Membership Campaign
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On-Demand Video
- Kartra Basics
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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
- How to Automate Your Customer Service and Stay Compliant
- Email Authentication
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Affiliate Account
- Your affiliate account
- Links, clicks, and sales
- Finding offers in the marketplace
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Release Notes
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2024 Kartra Updates
- 2024 Dec 19 - Kartra 7.14.0 Release Notes
- 2024 Dec 18 - Kartra 7.13.1 Release Notes
- 2024 Dec 17 - Kartra 7.13.0 Release Notes
- 2024 Dec 12 - Kartra 7.12.0 Release Notes
- 2024 Dec 12 - Kartra 7.10.0 Release Notes
- 2024 Dec 5 - Kartra 7.9.0 (Page Builder) Release Notes
- 2024 Dec 4 - Kartra 7.8.0 Release Notes
- 2024 Nov 25 - Kartra 7.7.0 Release Notes
- 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
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2024 Kartra Updates
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Developers
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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
- API Inbound: Leads
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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
- API Outbound: Getting started
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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
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Instant Payment Notification (IPN)