Kartra Training 5: Creating Your Membership Site

In addition to being a great sales, marketing and autoresponder platform, Kartra gives you the ability to create membership sites to deliver content through secured pages! Kartra Membership sites automatically generate login pages, usernames and passwords, so you don’t have to do anything except build the content!

In this training, we will cover:

• Setting up your membership site structure.
• How to upload content for your Kartra membership site(s).
• Setting up Access Levels and Drip Content for your memberships.

Kartra Membership sites are similar to the structure of a traditional blog. You’ll have a home page, post pages, and categories to organize the content. As for the content itself, you can add text, images, audio, video, and downloadable documents. In addition, all these things can be hosted directly on the Kartra servers!

The content you create can also be delivered according to Time and Member Access Level. This means you can create drip feeds where content is gradually released (with daily, weekly or monthly updates). You can also create memberships like bronze, silver and gold levels, letting your subscribers pay more for more premium content.

Setting up access to this is even easier when doing so through the My Products section of Kartra. When you reach the Post Sale settings, simply select Kartra Membership (specifying the membership for this product) and Kartra will automatically send your customer their login information.

Kartra is an all-inclusive, one-stop shop when it comes to selling a membership platform to your customer leads.

Setting Up Your Membership Content Structure

With Kartra, you can build a membership site with content, comments, a helpdesk, and even different access levels. To understand building a membership site, you’ll first want to know how the structure works.

As mentioned in the overview video, Kartra Membership sites are similar to the structure of a traditional blog. However, in this case, your members will be given a username and password to access the content.

If you go to My Memberships and click the big green +MEMBERSHIP button, the first step that will appear after you name your Membership will be the Content Builder.

The first page customers reach is the Home Page, so that’s what you’ll build first. At the top is your logo and a navigation bar. What’s really cool about the navigation bar is that it is automatically updated as you create your membership site. Simply drag-and-drop the content you want on your page from the menu on the left of the screen, and fill in the text you want as you go.

Once you’ve created a main page with some welcome information (by clicking and dragging the components you wish from the sidebar), you can create a New Category for your navigation bar. Just click and drag the “New Category” icon from the top of the sidebar menu in the builder, and you can drag-and-drop a new category into the top of your page.

A category is a page to hold the posts with your content. You can simply drag the content you want on each page from the left side and enter content as you go. You can even create subcategories to further organize your content.

How to Upload Content for Your Membership Sites in Kartra

For your membership site to have the best content, you’ll want to host it somewhere. Luckily, Kartra has you covered! You can upload images, audio playlists, videos and other files to be available for your members.

Here’s how:

You can get to the Membership Builder by going to My Memberships and clicking the big green +MEMBERSHIP button. Or, if you are adding content to an existing Membership you have already created, simply click the EDIT pencil icon next to that Membership.

In the Builder, simply find the type of content you want to upload in the left-hand menu (such as images, videos, playlists, etc.), then drag-and-drop it into your page.

Uploading an image to display is as easy as selecting your file. If you wish, you can link the image to a URL of your choosing simply by entering the URL once the image uploads.

Audio playlists are just as simple! Drag the element where you wish to place it, then select the audio playlist file you want members to play on the site.

With videos you have additional options available. The first thing you’ll notice are the four different options you can embed a video from: Kartra, YouTube, Wistia and Vimeo. While the last three options do provide certain flexibilities, using Kartra to host your video gives you additional possibilities like tracking and tagging viewers, using forms within the video window and more. You don’t have to leave the window to upload to Kartra – simply click “Upload a New Video”.

Finally, you can embed files for your members to download as well. Just drag over the “Download box” icon, click Browse, select the file and you’re good to go!

Setting up Access Levels and Drip Content for Your Memberships

A powerful tool for your Membership Site is to create Access Levels and Drip Content. Drip Content is so-called because it is released over a set schedule (dripping out by day or date). Creating Drip Content is easy in Kartra!

Once you have created all your content in the Membership Site Builder, navigate to the third step “Access levels”.

Here you can create the different levels of membership, alongside what content is released for different types of members. In the image above, we’ve created an “Advanced” membership level, allowing us to lock certain content behind another sign-up wall.

Each “Category” you have created in the Builder, which are all pages inside your Membership site, can have a different Unlock date so that you can “drip” out content appropriately.

See Training 4.1 here.

See Training 4.2 here.

See Training 6 here.