What is Kartra and What Is It Used For? Important Things You Need To Know

Running an online business requires a variety of tasks, including managing sales and clients, creating a website, and deciding how to fulfill orders. And in today’s world, this can be challenging for beginners.

To grow your business, you need software that can handle different things like marketing and sales. Even if you have money to start, you can only do it with the right tools.

Kartra was introduced in 2016 to a limited audience and was formally made accessible to the general public in April 2018 by the founder of Genesis Digital, Andy Jenkins and Mike Filsaime.

In this article, I will explain Kartra’s features, benefits, pricing plans, and how to use Kartra.

In case you're a growing online business, or you have one, and you're looking for software to improve your business, I'll compare Kartra with its competitors so you can know if Kartra is the right software for you.

What is Kartra?

Kartra is an all-in-one marketing platform that online businesses use to improve their customer's experience and manage their business effectively.

Online businesses use Kartra for:

• funnel building,
• course building,
• creating marketing campaigns,
• page building,
• carrying out surveys,
• creating a storefront for your product or services, and more.

The main goal of Kartra is to make managing a business easier, free up more time in your day for other activities, and spend less money while maintaining high-performance standards for each tool.

Kartra includes various tools and features that help business owners market goods and services to customers.

These features include the following;

• Funnels And Campaign 
• Automated Email/Sms Marketing 
• Kartra videos 
• Membership Site
• Affiliate Management
• Integration And API 
• Analytics 
• Kartra Helpdesk 
• Kartra Agency
• Kartra Calendar 
• Kartra Survey 
• Communication

Let me explain Kartra's key features and benefits below.

What is Kartra used for? 9 Most Important Things You Need 

Kartra is a versatile marketing platform that offers online business owners a wide range of features. From creating surveys to managing email campaigns, Kartra can help you streamline your marketing efforts and improve your results.

Here are some ways you can use Kartra to grow your business:

#1. Creating Surveys

With Kartra's survey feature, you can create custom surveys to gather feedback from your audience. Whether you want to improve your products, understand your customers' needs, or collect testimonials, surveys can be a powerful tool.

With Kartra, you can design surveys that match your branding, add questions and answer choices, set up automated follow-up messages, and track your products’ performance in the market.

The feature comes with a quiz option. The quiz option is for those who want to create a learning course or center. This section helps you know how knowledgeable your leads or students are about your product and course. This feature doesn't limit the number of questions you can ask; you can also save every response.

#2. Building Sales Funnels and Campaigns

Kartra's Funnel and Campaign Builder allows you to create high-converting landing pages, sales pages, checkout pages, and more. It also comes with premade campaigns built by world-class marketers that you can easily download and use.

You can also use the drag-and-drop editor to customize your pages, add upsells and downsells, and create email sequences to nurture your leads. With Kartra Funnels and Campaigns, you can track conversions, split-test your pages, and optimize your funnel for maximum results.

#3. Creating and Hosting Videos 

Video marketing is one of the most effective ways to engage your audience and showcase your products. With Kartra's video hosting and marketing tools, you can easily upload, manage, and promote your videos. You can also embed your videos on your website or landing pages, create custom playlists, and more. 

In addition, you can also track your video analytics and see your viewers' behavior, such as how long they watched the video, which parts they skipped, and which parts they watched again. This can help you determine which ones are most beneficial to your company and predict what your viewers will do next.

#4. Improving Customer Support with Helpdesk

Customer support is a critical aspect of any online business, and Kartra makes it easy to manage your helpdesk tickets in one place.

You can set up custom ticket types, assign tickets to specific agents, and track your response times with Kartra. You can also automate some tasks, such as sending replies to frequently asked questions, to save time and improve efficiency.

With the Kartra Helpdesk feature, you can create a knowledge base to help your customers find answers to common questions.

#5. Managing Affiliate Programs and Promotions

Kartra helps online businesses create an affiliate program for the products and services they sell with Kartra.

The Kartra Affiliate Promos feature also helps you manage every affiliate that has sold your products in one place. This feature makes Kartra one of the best sales funnel software for affiliate marketing.

#6. Creating Membership Sites

If you want to create a membership site to sell your products or services, Kartra has got you covered. You can set up multiple membership levels, create custom content for each level, and set up recurring payments.

With the Kartra membership site feature, you can track your members' progress, offer quizzes and assessments, and create a community around your site.

#7. Communicating with Customers 

Kartra Communication feature lets you easily communicate with your customers through email and SMS. You can write and send single or bulk emails or SMS messages to your contact list.

With the filtering feature, you can choose who you want to send your messages to. Kartra also lets you know if your messages were delivered, and with track and trigger, you can monitor the click rate of every email or SMS sent. If you want to take it further, you can set up trigger commands based on if the messages were opened, read, replied to, and more.

#8. Scheduling Appointments 

The Kartra Calendar feature allows you to manage your schedule and appointments in one place. You can share your availability with your clients and let them book appointments directly from your website. You can also set up automated reminders and follow-up emails to reduce no-shows and increase attendance.

With the Kartra Calendar feature, you can integrate your calendar with your payment system and automate your booking process.

#9. Sending Automated Emails and SMS

Email marketing is a powerful way to communicate with your audience, and Kartra's email and SMS features make it easy to create and send automated messages. You can create custom templates, set up email sequences, and segment your list based on specific criteria.

With the Kartra Automation feature, you can set up triggers, such as when someone subscribes to your newsletter or makes a purchase, and send personalized messages based on their behavior. You can also segment your audience and send targeted messages to specific groups. You can also track your open and click-through rates and optimize your campaigns for better results.

Best Way To Get Started With Kartra

Are you looking to get started with Kartra? While it can be a bit tricky at first, don't worry. I'm here to help! With my guidance, you can master the user interface and take advantage of all the features Kartra offers.

Whether you're looking to sell products, generate leads, or take your business to the next level, Kartra can help you achieve your goals.

Let's get started!

Step #1: Create An Account

First, go to Kartra's official website to create your account.

Kartra gives a 14-day trial for first-time users. But you will have to pay $1 to access Kartra's trial offer. However, we partnered with Kartra to give our readers a 30-day trial instead of the standard 14-day trial.

Step #2: Create A list 

Once you’ve created your account, the next thing to do is to create a list. A list is your collection of email addresses or phone numbers belonging to individuals or businesses who have opted-in to receive your marketing messages, updates, or newsletters.

You do this from the Kartra dashboard by clicking on “Communications.” Then on the next page, click “Lists” on the dropdown when you hover over “Leads” on the top menu.

It will bring up a popup menu where you will fill in your list’s name and public description. Fill out the form, click “Next,” and that’s how easy it is to create your list in Kartra.

Step #3: Create An Opt-in Form 

With the use of an opt-in form, prospective clients can join your mailing list. You can create a form in Kartra by clicking "`Forms" in the left side menu, then clicking the "Forms" button with the plus icon at the bottom left of the screen.

It will bring up a popup menu asking for the name of your form. Input an appropriate name for your form and click “Create.” And that’s how to create an opt-in form in Kartra. 

Here, you get to select and rearrange the fields on your form. For example, do you only require my name and email? Or do you want to supplement the information you get with a city and a phone number? Of course, you may always change how your opt-in form appears after configuring it in the Pages part of the Kartra platform.

Step #4: Set up Your Payment System 

This is for your customers so they can pay you for your products and services. With this, you can integrate your site with a third-party payment processor.

Note that any account you want to integrate with Kartra is the app they accept, and you must be a business account. So if you're integrating with Paypal, your PayPal must be a business account.

Kartra supports direct integration with Stripe, Authorize.Net, Braintree, PayPal, and Square. To continue, click “Integrations” on the sidebar menu and choose the platform you want to integrate with Kartra.

Step #5: Create Your Product 

Creating your product is one of the most important things to do when starting your Kartra account, especially if you plan to use Kartra to collect payments and sell your products and services.

To do this, click “Products,” then tap the green + button to add your product. After adding your products, click the green confirm button to save them to the Kartra system.

What is Kartra Pricing?

Kartra has four pricing plans: Starter, Silver, Gold, and Platinum. Each of these plans is billed monthly or annually.

Let's talk about it in detail.

#1. Starter Plan 

As the name implies, the Kartra Starter plan is for a start-up online business or businesses that want to improve their marketing strategy and online presence.

The Starter plan costs $119 a month, and with the annual billing, you can save $240 if you pay in advance for the entire year. If you pay for this plan yearly, you'll get a 25% discount on the regular price, which makes it $99 per month.

The key features of the Starter plan are as follows:

• Build 2 membership sites
• One custom domain
• Host 100 funnel and landing pages
• Sell 20 products
• Host 50 Videos
• Up to 2500 leads or contacts
• 15,000 emails send a month
• One helpdesk
• Additional 1 team member apart from you
• 50GB bandwidth.

#2. Silver Plan 

If you're looking to expand your business or your business has been running for some time, but you still want to increase your audience size, this plan is suitable for you.

The Kartra Silver plan costs $229 per month. With the annual billing, you can save $480 if you pay in advance for the entire year. When you pay for this plan per year, you'll be given a 25% Kartra discount which is $189 per month.

The features of this plan include everything in the Starter plan but with more upgrades;

• Up to 12,500 leads
• Three custom domains
• A Funnel mapper 
• A Funnel Simulator
• Kartra Agency
• Bandwidth, email sends, pages, products, videos, helpdesk, membership sites, and team members are unlimited in this plan.

#3. Gold Plan 

If you have an idea of how the sales funnel works, this plan is for you because it has an improvement in the sales funnel software.

This plan is for medium-sized businesses. It offers the same functions as the Silver plan, but they are more opportunities here. In this plan, you can access the Kartra marketplace and agency.

The Kartra Gold plan costs $339 if paid monthly. With the annual billing, you can save $840 with a yearly membership.

The features of this plan include the following;

• Everything in the Silver plan.
• Up to 25,000 leads 
• Five custom domains 
• And more.

#4.  Platinum Plan 

The Platinum plan is best for you if you have a large team, run a marketing agency, or run a large-scale business.

This plan gives you everything in the Gold plan and extra benefits. With this plan, you can handle everything concerning your business from one place.

The Platinum plan costs $549 monthly, and you can save $1,440 on the annual billing. 

The features of this plan include the following:

• Everything in the Gold plan 
• Up to 50,000 leads 
• Ten custom domains.

Kartra Vs. Competitors

Kartra Vs. Kajabi 

Kartra is an online marketing platform for selling physical and digital products, while Kajabi is mostly for creating courses and selling them.

Regarding pricing, Kartra doesn't offer a free trial, and you'll have to pay $1. On the other hand, Kajabi offers a 14-day free trial for its users. Both softwares are similar, with Kajabi slightly more expensive than Kartra.

For features, Kartra offers a helpdesk; Kajabi doesn't offer one, you'd have to install a third-party plugin. Likewise, Kartra doesn't offer blog features, but Kajabi allows you to create blogs.

After using both softwares and checking out reviews, Kartra beats Kajabi regarding features, pricing, reliability, efficiency, and ease of use.

Kartra Vs. GoHighLevel

Both platforms are marketing platforms. However, GoHighLevel is best for digital marketers and marketing agencies, while Kartra is best for course creators and business owners.

GoHighLevel offers phone messaging, reporting, and reputation management features, while Kartra doesn't.

Kartra is better than GoHighLevel regarding video hosting, email marketing automation, checkout, and affiliate management systems. However, GoHighLevel beats Kartra regarding pricing, white labeling, CRM, and client management. Kartra is also more reliable the GoHighLevel, and trust me because I currently use GoHighLevel. So, you can check out my GoHighLevel review.

Kartra Vs. Shopify 

Kartra focuses on selling digital products, while Shopify focuses on e-commerce. Regarding pricing, Shopify is less expensive, but it doesn't offer benefits like that of Kartra.

Shopify only offers a few marketing tools compared to Kartra, but for analytics, Shopify seems to be better than Kartra. You can check out our Kartra Vs. Shopify comparison guide for more detailed info.

Kartra Vs. ClickFunnels 2.0

Kartra allows you to handle your business and client on a single dashboard. It focuses on your products and clients, but ClickFunnels focuses on marketing and sales. So for you to track your clients' progress with your product using ClickFunnels, you'll need a different tool.

The bottom line is, Kartra is a better, more reliable, and more efficient marketing tool than ClickFunnels. However, ClickFunnels wins when it comes to training, community, and support.

Kartra Vs. Systeme.io 

Systeme.io is relatively more affordable than Kartra, and its user interface is simpler than that of Kartra. This is because Systeme.io was created for small business owners, but Kartra is different.

If you are a small business owner or entrepreneur looking for an affordable all-in-one marketing tool for your business, Systeme.io is a great tool to start with.

Final Thoughts on Kartra 

In conclusion, Kartra offers the basic features one ever needs to sell, track, and analyze their products' success. 

I highly recommend this software to course creators and entrepreneurs who offer products and services to their target audience because...

Kartra is designed to meet the needs of individuals looking to start and scale their online businesses. Kartra is highly efficient, reliable, and easy to use. It is currently one of the best marketing tools and sales funnel builders you can use today.

Try it out risk-free today for just $1. Remember to use our link to get 30 days trial instead of the regular 14 days trial. And at the end of your 30-day trial, if you still feel Kartra isn’t right for you, you can easily cancel your account from inside your dashboard.

My Kartra Bonuses

Below is the list of bonuses that can help you achieve the success you want in your online business using Kartra. I will greatly appreciate it if you sign up for Kartra through me so I can give you access to the following:

Here are the additional bonuses you get for free when you sign up for the Kartra $1 trial with my affiliate link:

• Bonus 1: ELMessenger PRO Account ($497/yr Value)
• Bonus 2: GroupConvert SILVER Account ($204/yr Value)
• Bonus 3: ELMoptimizer PRO Account ($288/yr Value)
• Bonus 4: ELMlink PRO Account ($72/yr Value)
• Bonus 5: ELMatic PRO Account ($348/yr Value)
• Bonus 6: QuickLinkConvert STARTER Account ($24/yr Value)
• Bonus 7: 3 NEW Software Licenses Every Month (INSANE Value)
• Bonus 8: Follow-Up System In A Box + White Label Rights ($197 Value)
• Bonus 9: Ultimate List of Recurring Affiliate Programs + White Label Rights ($47 Value)
• Bonus 10: Unmatched and Dedicated Support (PRICELESS)
• Bonus 11: Kartra 30-Day Trial ($119-$549 Value)

For more details and to learn how to get these bonuses, check out my Kartra bonus page.

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