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Kartra Training 2: Campaigns

Kartra contains an incredibly dynamic list and email system for your leads, subscribers and customers. My Campaigns is the area of Kartra where you manage all your business’s’ email communications, autoresponder sequences, your lead and customer tagging, as well as creating lists.

In this training, we will cover:

  • The three tabs within the Campaigns feature.
  • The option to integrate Kartra with other apps.

There are three tabs at the top – let’s begin with the first one: Leads. A lead is the label applied to a unique email record for your individual customers, and potential customers. Leads can be sorted in several ways, using Tags, Categories, Lists and more.

Leads Tab

Your first step here will be to create a list for any leads or subscribers you may gain. Next, you can upload csv file of leads to import to your list, and you can tag your Leads appropriately.

The second tab is your Campaigns area. Here you can broadcast emails to your lists and create sequences (of forms, tagging, emails, shopping cart pages, plenty of automation, and more). If you are including automations in your sequence, you’ll first build them here and they can be used wherever you need them!

Campaigns Tab

For all these things (lists, broadcasts, and sequences) you can watch the numbers grow in the analytics tab. This is incredibly important feature for any autoresponder platform since it allows you to watch what campaigns are working and in what ways. And with Kartra’s all-inclusive tracking and monitoring systems, you can be sure that you’ll have the data you need here!

Analytics Tab

Finally, it is important to note the Integrations tab. This tab is where you add your email and SMS gateways to send messages. Though you don’t need one to send email; you can use Kartra’s own email gateway!

Kartra doesn’t stop on our site because you can integrate Kartra into other platforms using our API Key and Password. For example, you could integrate Kartra into WebinarJam so that anyone who registers for your webinar will be added to one of your lists, and tagged based on their behavior.

As you can see, Kartra gives you powerful tools to follow-up with, organize, and reach out to your leads. And it is all directly integrated with your products, memberships, helpdesk and the rest of Kartra’s features.


To see Training 1, click here.

To see Training 3, click here.

About Kartra

This blog is brought to you by Kartra, the all-in-one online business platform that gives you every essential marketing and sales tool you need to grow your business profitably – from sales pages and product carts to membership sites, help desks, affiliate management and more. To learn how you can quickly and easily leverage Kartra to boost your bottom-line, please visit www.kartra.com.
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8 Comments

  1. Hans Reply
    February 4, 2018 at 3:26 pm

    Can you add MarketHero integration?

    • Lynn Scheurell Reply
      February 5, 2018 at 4:57 pm

      Hi Hans! It’s best to submit this type of question to http://www.kartra.com/request. Thanks in advance! :+)

  2. Chris Reply
    March 23, 2018 at 8:40 pm

    Hey I just imported a stack of email across from Get Response. Is it normal for the list size to still reflect 0 until they are approved? Thanks

    • Lynn Scheurell Reply
      March 26, 2018 at 1:35 pm

      Hi Chris! The best way to get a response on this type of question is to email support@kartra.com directly. :+)

  3. wil Reply
    June 19, 2018 at 5:36 pm

    I love what I see so far. It seems like a lot to know tho. I hope I get it all. I can always email support for help or do I have to go to an FAQ and look for answers?

    • jill@genesisdigital.co Reply
      June 20, 2018 at 9:09 am

      Great to hear from you, Wil!

      Yes, Kartra is a comprehensive solution and we have a lot of ways you can get help when you need it:

      – Kartra Academy (for members only) houses the majority of our training
      – http://help.genesisdigital.co is where you can reach our help desk – all support issues should go here, but you we answer all sorts of questions, so ask away!

      And also, don’t forget about the Kartra community which gathers in our Facebook group:

      – http://fb.com/groups/kartra

      There’s a lot to learn and a lot you can do with Kartra. We look forward to helping you grow your business!

  4. malory Reply
    August 28, 2019 at 12:22 pm

    If i change the campaign name, does it change the tag names automatically or no?
    does changing the campaign name affect anything inside the pages?

    • kristenb@genesisdigital.co Reply
      August 29, 2019 at 11:20 am

      Hi Malory, changing the name of an existing campaign won’t affect the names of any of the assets, it will only affect the name of the campaign.

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