What Is Kartra? All You Need To Know

Marketing Valley
17 min readJun 3, 2021

TRY KARTRA FOR 14 DAYS

What is Kartra?

Kartra is a set of essential business tools you need to run any online business, all well integrated into a single platform .

He is the brainchild of Mike Filsaime and Andy Jenkins, two well-known marketers who have successfully launched WebinarJam as one of the leading online webinar tools today.

Taking advantage of the giants of Digital Marketing

As such, Mike and Andy surely could have launched the product themselves, but they were smarter nonetheless and sought help. And, boy, the help is of high quality.
Frank Kern , a direct response sales advertising legend, decided to get in on the action.

As it does? Provides a series of training modules and seminars (which would cost thousands of dollars to attend in person) FREE with Kartra Academy , the built-in training portal for Kartra users.
That would normally be enough, but they have decided to do more by launching “ Made for You “ campaigns .
We will delve into this feature later in the review.

Kartra is a project backed by an already successful software company (Genesis Digital), and has the go-ahead of the approval of one of the most respected advertising names in the industry.

Alright, after this little introduction, let’s dive into the features!

Kartra Page Builder

Since Kartra competes directly with Clickfunnels and Leadpages , (here’s a detailed Kartra vs Clickfunnels comparison ) it makes sense to start with the page building feature.
From day 1, you have more than 500 pre-built page templates and blocks available for one-click import. The general experience of creating pages is super intuitive and fast.

In addition to building the pages, we also have the entire analytics area and obviously our possibility of split testing , that is, a test between two different pages to see which page works better, converts more and thus optimize our business.
The constructor gives you complete flexibility on how the test is performed. Do you want to change just a few words in the title? No problem. Exchange that image for a video? Go for it. Ditch the full page layout entirely and try two very different pages? Go for it.

This is a breath of fresh air compared to other page builders that only allow you to split the test of a single module at a time. Nobody has time for that!

ADVANTAGES OF THE PAGE BUILDER

  • Built-in photo library to insert photos and designs directly on your pages
  • Thousands of icons that you can search to brighten up your sales pages
  • Pre-built page templates and section templates
  • Uses a very logical section, row and module structure to easily create responsive pages
  • Allows you to save sections to your own library to reuse later
  • You can organize your pages in “folders” in the main interface so that you can easily find them in any funnel

Kartra email campaigns

This is one of those key features that you just wouldn’t expect a business to pull off. Including a complete email marketing and CRM platform is not a simple task, and Kartra does it very well for an all-in-one!

Kartra email marketing is combined into three parts: a broadcast tool, an automation platform, and a lead management area. Let’s take a quick look at each one:

Email broadcast

The main measure of the success of an email marketing tool is its delivery rate — how often your messages arrive in your inbox or spam.

Kartra scores very high at this point:

After trying various email services ( Active Campaign , GetResponse , MailerLite ), I was constantly getting my emails from Kartra delivered to the ‘main’ email inbox , while emails from other providers often went to the tab “Updates” or “promotions”.

You can create a variety of email types from simple plain text to beautifully designed email.

In general, it’s best to keep emails simple and without a lot of chaff, but there is a killer feature in Kartra where it doesn’t adhere to this rule. Look closely at the screenshot above…
See that orange countdown timer?
Oh guys, that’s an awesome feature!

Kartra has incredibly tight integration across their entire platform, and this allows them to do something extremely powerful here .
You can set up a scenario in which you offer a limited time bonus to new potential customers. And that time frame can be dynamically displayed between your emails, sales pages, and any other part of your campaigns within Kartra, automatically. And they always stay in sync with each other.

Have you ever been to a site where there is a countdown timer , but as soon as you hit “refresh” the timer resets? Well, there you lose all credibility and scarcity. That is a deciding factor for people, and that does not happen in Kartra!

Being able to connect your email marketing system with your page builder like Kartra does is no easy task. Other solutions out there cost ~ $ 40 per month just for this feature.

Automation

Automations are one of those things that can intimidate new marketers, but once you’ve discovered them, they are an essential part of your strategy.

Kartra provides a complete visual automation platform for creating advanced branching logic-based automations:

You can add a series of elements to your automations:

  • Add / remove subscribers from tags, sequences, lists, memberships
  • Give / take advantage points from your subscribers
  • Unsubscribe cold subscribers automatically
  • Create “sub-sequences” within your automations to create complex paths they can take, while keeping it visually simple to manage
  • Robust analytics to show how each email and each step in your automation is performing

Manage your leads (prospects)

In the Kartra campaign area, you can manage your leads in depth. You may:

  • See all your labels and information
  • See a complete history of their customer journey: which pages they saw, which forms they chose, which help tickets they sent, which videos they watched and how much, which products they bought or refunded …
  • Add or remove any information about them
  • Grant them access to products or provide refunds

There are a ton of things you can do in this area, but the key takeaway is that it is directly tied to the entire platform, so it gives you super powers when it comes to selling .

ADVANTAGES OF EMAIL CAMPAIGNS

  • Fantastic email deliverability
  • Deep integration between emails and pages to allow you to put countdown timers directly in your emails
  • Create great-style newsletters or simple text messages.
  • If-This-Then-That functionality in emails, automations and page views
  • Visual automation builder with sub-sequences, triggers, delays, and branching logic.
  • Full “customer journey” view of your potential customers — from the moment they sign up, you can see everything they’ve done between your pages, videos, emails, memberships, and support

Kartra subscription forms

Before you can start emailing your leads … you need to generate leads. We will review the design options and the functionality and features of the subscription forms separately.

With Kartra you can design several types of optional forms:

  • In line form
  • From «popup click» linked to buttons
  • Slidable
  • Pop-ups on exit intent
  • Banners at the top / bottom of pages
  • Naked HTML forms without design (to integrate with other tools if desired)

This platform continues to make things easier for novice marketers by providing templates for each of their forms.
And once you select your templates and make your adjustments, you are ready to start building your list!

Kartra has some great tricks up its sleeve, one of which is that it can preload your information! I’m not sure if you realize how important this tool is, I’ll explain it better.
As a managed solution, Kartra has customers everywhere, in all verticals. Because of this, they may share cookie semi-data for your subscription forms. What this means is that if a reader enters a different form on the platform and then comes across yours… Their information will be preloaded and automatically, so all they have to do is just click on it. button «register». This is important as it removes one more piece of friction from the sign-up process, leading to higher conversions!

Making these forms appear on all of your Kartra funnel pages is great, but what if you already have a WordPress blog? No problem!
When you create a form in Kartra, you will have a little one-line code that you can put on your blog or anywhere else online, and that form will display as it should.

What’s even better is that if you accidentally made a typo or want to change the layout, you won’t have to adjust the code snippet on your site, the changes are kept in sync between your blog and Kartra at all times. Super convenient.

ADVANTAGES OF SUBSCRIPTION FORMS

  • Good selection of opt-in designs
  • Simple drag and drop editing
  • You can add automations directly in the subscription registration forms
  • Synchronize reader names and emails in any Kartra user form so they don’t even have to enter it
  • You can embed forms on your blog or other websites
  • You can quickly connect forms to your existing landing pages without having to do any design work on the form.

Kartra Video Hosting

Youtube , Vimeo , Wistia … and Kartra?

That’s right, Kartra now has a marketing focused video hosting platform .
Kartra’s video hosting platform brings unique functionality made just for sellers. Or offer some cool features like its call to action in the middle of videos, auto-play video on loading, mute at startup, hide video control bar, load your own video thumbnail, show an overlay title, buttons to share on social networks … Each option is here for you to turn it on or off at will.

Something amazing is the scheduled subscription forms. Build your mailing list while delivering video content. That is, while someone is watching your video, you can decide that at a specific moment they have to put their data in a form so that they continue to watch it. Can you imagine a better combination?

With the same concept, there is the possibility of share buttons, nothing makes a video go viral like hundreds of people who share it on social networks. So, let’s go viral!

ADVANTAGES OF VIDEO HOSTING

  • You can insert videos directly on the platform
  • Get access to detailed analytics such as the average duration observed, when your people are leaving, and more.
  • See all the videos seen by your subscribers on your customer journey.
  • Video actions: ask your viewers to share on social networks, subscribe or take any other action to continue watching the video.
  • Organize your videos in folders for easy access
  • Quickly embed your videos on pages without searching for URLs

Kartra Products

Kartra’s starting point is selling products, right? Fortunately, the platform has some very detailed options for selling digital products like e-books, audios, conferences, courses, memberships, consultancies. Within the platform we find an easy-to-use wizard that guides us through the entire process of configuring our products.

  • Is it a download or a membership?
  • Will it have a component of additional sales (bump offer), up-sell, down-sell?
  • And will it have coupons?
  • Will you accept affiliates?
  • How to tag your customers?

There are so many options, that one option may be to start with “do-it-yourself” campaigns and learn the settings and then dive right into custom product creation.

Hosting your files

Do you want to store an e-book to sell? Or maybe a cheat sheet to offer as a sign-up bonus? A template?

Kartra offers a simple file hosting system so you can keep all your downloadable files together and easily accessible. From there, give your clients the possibility to download them on one of your pages with a simple click.

Sell ​​your digital products

Kartra allows you to customize your checkout pages starting with its well-designed templates. They also allow you to customize the checkout flow. That is, if someone buys, to which link with an upsell offer do you want to send it? And if they say no, do you want to offer an upsell? You have complete creative freedom when designing your own custom sales funnel.

To achieve one-click upsells, the platform accepts Stripe and Paypal payment methods, which cover most online transactions.

Analysis on your products

You can also set up special tracking links on all the pages you want. A good practice is to set up a special link for your sales pages, and then run some split tests to see which ones convert the most. All of this can be done in a few clicks.

PRODUCT ADVANTAGES

  • You can host all Your products directly on Kartra’s servers
  • You can offer additional sales (bump offer), negative sales (down-sell) and additional offers (up-sell)
  • Customizable payment pages (with templates to choose from)
  • Link tracking to help you monitor the sales of your products
  • Simple dashboard on login page to show you how your sales are going
  • You can take one-time payments, monthly payments, tests, anything you can imagine!

Kartra memberships

Creating an online academy is a booming industry, and there are already some major players in the market:

  • Teachable
  • Kajabi
  • WordPress Solutions ( Learndash or LifterLMS )

Memberships are a great way to make the learning process easier, more premium, and more beneficial for you. So how does Kartra stack up as a membership solution?

It’s a feature-packed portal that lets you organize and share your content with your students. You can create your online academy that you always wanted.
No matter if you want to create a training course or a private community space or even a multi-topic content directory, Kartra memberships give you complete flexibility to build it while ensuring that the entire experience for your learners is intuitive and No problem.

With this part of the platform it is easy to transform a mere content library into a wonderful step-by-step learning experience for your users.

The progression bar tracks how far your clients have advanced on their academy content, so they can easily pick up where they left off. In addition, it gives you complete analytical data, such as the average level of user progression , the average number of days from registration to completion of the course , etc.

But that’s not all, it also allows you to provide your members with progressive content and take them to the next level. The system knows when a user has completed their course, so you can configure a series of automated actions. For example: display a congratulatory message , or automatically unlock the next level of access , or subscribe to an “advanced user mailing list” , and so on.

MEMBERSHIP ADVANTAGES

  • They are easy to create with the drag and drop method
  • You can quickly create lessons and modules for your courses.
  • You can embed videos from any preferred host and even upload audio lectures to learn on the go.
  • Since everything is under the roof of Kartra, you can put ads for your other products in the sidebar of your lessons (think about the potential for additional sales)
  • It allows you to “highlight” your favorite lessons so that your students can easily access their most viewed sections.
  • Build a good academy where you can offer multiple courses or memberships, all with a single login for your user
  • You don’t have to handle the technical part of integrating the purchase process with membership access. When someone purchases your course, Kartra automatically sends their login details and purchase links to your student. This integration saves time and frustration.

Kartra support service

As your business grows and matures, it becomes more difficult to manage all possible requests through your own email inbox. This is where support services shine .

Kartra allows you to have a live chat or create a trackable ticket system whenever your customers or visitors have questions about your business or anything related.

Funnel tickets by department: Keep your tickets organized by department (technical support, billing support, sales support, etc.) so that your specialized agents can react quickly to each query.

Multi-agent collaboration: Add another agent to the conversation, pass private messages from one agent to another, transfer a ticket to another department or agent, and more. Collaboration guaranteed!

Integrated billing: As Kartra integrates all aspects of your business, you have access to the complete customer profile, transaction history and billing actions (refunds, cancellations, discount coupons, etc.) directly from the service ticket of assistance.

Prepared Answers: No need to copy / paste the same answers over and over again. Kartra support services can incorporate your frequently used responses with a click of the mouse.

ADVANTAGES OF THE ASSISTANCE SERVICE

  • Offer your clients different options (live chat, ticket, phone call, …)
  • Track the status of tickets (open, waiting, resolved, etc.) so you always know where your customer is
  • Let your customer rate their experience so they know if your customer service team (or you!) Is doing a good job.
  • Kartra analytics allow you to measure average time to resolve issues, another useful way to manage your employees as your business grows.
  • When someone submits a help desk ticket, you can automatically add them to their email list and provide special tags so you know they were in your help system.
  • As you answer common questions, you can easily create a Wiki that your clients can refer to and avoid asking the same question over and over again.

Kartra fixtures

An extremely popular upsell for information products or consultancies is private 1-on-1 sessions with your students or clients. But it has never been so easy to implement and organize it.

We usually come across emails back and forth, confusion about the time zone we are programming in, sending people to external sites like Calendly, etc.
Kartra has returned once again to the rescue with its function of reserve calendar.

This is a game-changing feature for users, because this scheduling feature allows you to keep your schedule in check while continuing to scale your sales.

Management of reservations in real time. The Kartra calendar is updated in real time. So if a customer reserves a particular time slot, they will block it for all other users.
Do you have a custom brand logo and color palette? Upload them to your calendar.

We also have dynamic time zone conversion. If you serve international clients, the calendars on this wonderful platform will locate them geographically and convert them to your local time zone.

You may wonder … mobile, tablet, computer? We support you all!
Kartra’s calendar interface looks impressive regardless of device, browser, operating system, etc.

When you have a lot of clients, and maybe even a lot of coaches, you have to keep everything neat and well organized. Your schedule is like your personal secretary, listing and reminding you of all the sessions scheduled for the week.

CALENDAR ADVANTAGES

  • Stay in full control of your brand: you can use your own custom domain, logo and color scheme on your calendar page
  • Offer free or paid appointments (great for information product upsells)
  • Set your predefined work hours so that you never receive people requesting meetings on Saturdays or during your free time
  • Automatically send pre-meeting emails and sms to your clients (and you) to make sure no one misses meetings
  • Set your holidays and Christmas calendar in advance so you never have to cancel a client while visiting family
  • Take advantage of a team of consultants and manage them from a single dashboard.
  • Set up 4 different types of calendars: consultant model (ideal open time range for 1 to 1 sessions), recurring classes (choose a time interval and repeat every week / month), gym model (set up different classes at specific times) , or live event model (specific time and date)

Kartra integrations

You may be wondering: Why do I need integrations if Kartra is an all-in-one platform ?

There are a number of reasons why you may want to add additional integration functionality:

  • Add external email bandwidth to your account
  • Create advanced connections with your existing WordPress blog
  • Connect Kartra to your existing online course platform (if you are not going to change it)
  • Send SMS messages
  • And more reasons

Alright, so don’t be scared because you can use more tools together, so let’s quickly review the available integrations:

Of course, everyone’s situation is different, but there are some crucial integrations to consider.

First, you will need to configure your payment gateways so that you can accept money. I prefer PayPal and Stripe as it covers the majority of the customer base and also enables the beautiful one-click selling functionality that Kartra is famous for.

Next, you will probably find some tool that you want to connect the platform with, and that’s where Zapier comes in. With this simple logic, you can set up some pretty amazing automations that will make your life easier.

ADVANTAGES OF INTEGRATIONS

  • Even though Kartra has everything most online businesses need, it also offers a ton of third-party integrations to ensure you always have a direct connection to your tools.
  • Integration with Zapier means almost anything can be accomplished under the sun (with enough creativity)
  • You have many options to collect payments effectively and economically

How much does Kartra cost?

After having explained all the main features of Kartra (inside you will find even more incredible tools for your digital business), you will be wondering how much it costs.

Well, for all that it takes, and what it allows you to achieve for your business, I think that any amount that does not reach madness would be a good investment.
But the most surprising thing is, Kartra is incredibly affordable considering the incredible amount of features.

Let’s take a quick look at the annual Silver plan and take a closer look at why $ 149 per month is an incredible price.

For this quick comparison, let’s put together a set of tools that would provide functionality comparable to Kartra.

  • Page Builder — Leadpages ($ 48 per month)
  • Email Marketing: Active Campaign ($ 279 per month for 12,500 contacts)
  • Shopping Cart — Samcart ($ 99 per month)
  • Membership Platform — Teachable ($ 99 per month)
  • Lead Capture Forms — Leadpages (already added)
  • Helpdesk — LiveChat ($ 33 ​​per month)

Total cost of all this? An incredible $ 558 per month . That’s a little less than 4 times the cost of the Kartra Silver plan.

They are crazy! I’m going for the 14 day trial

The $ 400 per month that you will have left over can be spent on Facebook, Instagram, Google ads to drive more traffic to your sales funnels or pay your support team, instead of distributing it in a ton of tools that become difficult to use manage and integrate between them.

Maybe you are thinking … But how is it possible? Where is the trick?

It is very simple, there is no trick or deception, the only thing is that the Kartra developers have decided to overlook some of the more sophisticated features of individual specialists (since 90% of digital businesses do not use those features) , and they have focused on creating a powerful platform that has everything you need without added straw, the extract, which serves to take your business to bill figures with many zeros, without technological stress.

Ah okay, I’m going to get Kartra now!

Also Read- The 4 Best Sales Funnels What software to choose? Complete analysis

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