Kartra Automations uses “if” triggers and “then” actions.
You can set these triggers and actions to automatically perform tasks.
Such as, if a lead subscribes to a list, then add a tag.
Key Takeaways:
- Kartra makes it easy to create and manage automations
- Automations can be used in all aspects of your Kartra business
- All of Kartra’s plans have access to the same automations
What Is Kartra Automations?
Kartra Automations automate basic tasks within Kartra, using “If-and-then” logic.
- If – This is the trigger event, task, or action.
- Then – This is the action that will be taken.
For example, let’s say a customer purchases a product from your site. You can use automations to subscribe the customer to a list.
- “If” trigger – Lead buys product.
- “Then” action – Subscribe to a list.
You can also add multiple “if” triggers and “then” actions to each automation. These are labeled “And.”
For example, let’s say a customer purchases a product from your site. You can subscribe that customer to a list AND add a tag.
- “If” trigger – Lead buys product.
- “Then” action – Subscribe to a list.
- And “Then” action – Assign a tag.
Kartra automations are available on all plans, and the triggers and actions are the same on all plans.
Benefits of Using Kartra Automations
- Save Time – Don’t waste your time manually completing tasks. Use automations to action these tasks automatically.
- Avoid Manual Errors – As everything is handled automatically, there should be no human errors.
- Better Customer Experience – Create a behavior-based journey of automations that provides your customers with relevant offers and communications to help increase their experience with your business.
- Increase Sales – As you’re providing your customers with relevant offers using your automations, you should see your conversion rate increase.
What Can I Use Kartra Automations for?
You can use Automations in almost every part of your Kartra business.
Let’s look at where we can use automations in Kartra, the options we have, and some examples to help you create your own automations.
Products
When you create a product in Kartra, you can add automations in the post-sale section.
For example, you could use automations to try and help you win back customers who refund their products.
This sequence could include emails to help encourage them to purchase another more suitable product, request feedback on why they canceled, and offer an exclusive discount code to win them back.
This would look as follows:
- “If” trigger – Customer cancels subscription.
- “Then” action – Subscribe to a sequence.
Forms
Add automations when a user completes your opt-in form.
For example, let’s say you’ve created an opt-in form to gather email addresses. In exchange for an email address, the user gets exclusive email content.
This would look as follows:
- “If” trigger – When a lead fills in the form.
- “Then” action – Subscribe to a sequence.
Communications
Communications on Kartra include email and SMS broadcasts and sequences.
You can use automations in several ways, including the following:
- Trigger the sequence.
- Within each communication.
- When a user reaches the step.
Triggering the Sequence
This is how you get users to join your sequence.
To do this, click on “Starting Rules.” You can then select “Automations” and “+ New Automation.”
You can select any “If” trigger, but the “Then” action will already be completed with “subscribe to this sequence.”
Within Each Communication
When you create an email or SMS, you can add automation.
Let’s say, for this example, that you’re sending an email with a link to a product offer.
You could add an automation that tags users who might be interested in the product offer in the email.
This would look as follows:
- “If” trigger – Lead clicks on a link.
- “Then” action – Assign a tag.
When A User Reaches a Step
When a lead reaches a step, you can add automation.
For example, you can subscribe a user to a list when it reaches this step. This list can help you identify those who have remained subscribed and, therefore, might be interested in your offer.
This would look as follows:
- “If” trigger – Lead reaches this step.
- “Then” action – Subscribe to a list.
Memberships
When you create your memberships, you can use automations.
For example, if you’re using lead points and want to grant points when a lead completes the access level, you could do this automatically using automations.
This would look as follows:
- “If” trigger – Lead completes access level.
- “Then” action – Give points.
You could set up automations for each level of your membership.
Webinars
When you set up your webinar using the “Advanced Configuration” option, you will be able to create automations based on your lead’s interaction with the webinar.
For example, if a lead subscribes to your webinar but doesn’t show up, you can contact them to see if they want to watch a replay of the webinar.
This would look as follows:
- “If” trigger – Lead registers to a webinar.
- “And If” trigger – Doesn’t show up on the webinar.
- “Then” action – Subscribe lead to a sequence.
Calendars
You can create Kartra calendars, allowing users to book appointments, sessions, classes, or anything else.
For example, you might want to create an email list of everyone subscribed to the same calendar. You can then send communications relevant to that calendar to the list.
This would look as follows:
- “If” trigger – Lead registers for a calendar.
- “Then” action – Subscribe to a list.
Surveys
Create surveys and quizzes to gather data from your leads and test their knowledge.
For example, you could set up a survey to ask your leads what their favorite color is and add their answer to the lead’s profile.
- “If” trigger – Lead completes survey.
- “And If” trigger – Lead’s response to the survey question is.
- “Then” action – Assign a custom field to the lead.
Helpdesks
You can choose whether or not to capture your helpdesk users as leads using Automation.
If you choose to capture users who submit a ticket or initiate a live chat, they will be added to your leads database.
If you do decide to add your helpdesk users as leads, you can add additional automations.
The additional automations include assigning a tag, subscribing to lists, and subscribing to sequences.
Which “If” and “Then” Rules Are Available on Kartra Automations?
Kartra has tons of “If” triggers and “Then” actions, allowing you to create thousands of different automation combinations to suit your business.
We’ve already seen some of these in the examples above, but here is a complete list of all of the “If” triggers, “Then” actions, “And” triggers, and “And” actions available from the Automations area.
“If” Triggers
- Lead subscribes to list.
- Lead unsubscribes from list.
- Lead is assigned tag.
- Lead is unassigned tag.
- Lead fills form.
- Lead subscribed to sequence.
- Lead completes sequence.
- Lead unsubscribed from sequence.
- Lead clicks on a tracking link.
- Lead clicks on page split test link.
- Lead visits page.
- Customer buys product.
- Customer refunds product.
- Customer partially refunds product.
- Customer cancels subscription.
- Customer requests cancellation.
- Customer cancels cancellation request.
- Lead plays video.
- Lead completes video.
- Lead reaches score for the first time.
- Lead is granted access to membership.
- Lead is revoked access to membership.
- Lead completes access level.
- Lead registers to a webinar.
- Lead has been showing up on a webinar.
- The lead did not show up on webinar.
- Lead has watched the entire webinar.
- Lead has not watched the whole webinar.
- Lead registers to a calendar.
- Lead completes subscription to a calendar.
- Lead cancels subscription to a calendar.
- Lead completes survey.
- Affiliate signs up for product and gets first click.
- JV broker signs up for product.
“Then” Actions
- Subscribe to list.
- Unsubscribe from list.
- Assign tag.
- Unassign tag.
- Assign custom field to lead.
- Delete custom field from lead.
- Subscribe to sequence.
- Unsubscribe from sequence.
- Give points.
- Subtract points.
- Grant access to membership.
- Revoke access to membership.
- Register for webinar.
- Unregister from a webinar.
- Subscribe lead to calendar.
- Cancel subscription from calendar.
- Refund order.
- Cancel subscription.
“And” Triggers
- Source.
- Lead is subscribed to list.
- Lead is not subscribed to list.
- Lead has tag.
- Lead does not have tag.
- Lead has custom field.
- Lead has filled form.
- Lead has not filled form.
- Lead is subscribed to sequence.
- Lead is not subscribed to sequence.
- Lead has completed sequence.
- Lead has not completed sequence.
- Lead has reached step in sequence.
- Lead has clicked on tracking link.
- Lead has not clicked on tracking link.
- Lead has clicked on page split test link.
- Lead has not clicked on page split test link.
- Lead has visited page.
- Lead has not visited page.
- Customer has bought product.
- Customer has not bought product.
- Customer has refunded product.
- Customer has partially refunded product.
- Customer has canceled subscription.
- Customer has active subscription.
- Customer does not have active subscription.
- Lead has played video.
- Lead has not played video.
- Lead has completed video.
- Lead score is.
- Lead has access to membership.
- Lead does not have access to membership.
- Lead has completed access level.
- Lead is registered for a webinar.
- Lead has not registered for a webinar.
- Lead has been showing up on a webinar.
- The lead did not show up on webinar.
- Lead has watched the entire webinar.
- Lead has not watched the whole webinar.
- Lead is registered and active to a calendar.
- Lead has completed subscription to a calendar.
- Lead has canceled subscription to a calendar.
- Lead has completed survey.
- Lead has not completed survey.
- Lead’s response to a survey question is.
- Lead’s response to a survey question is not.
- Lead’s response to a survey question contains.
- Lead’s response to a survey question does not contain.
- Lead’s survey score is.
- Lead is an active affiliate.
- Lead is not an active affiliate.
- Lead is an active JV broker.
- Lead is not an active JV broker.
- Level of engagement.
“And” Actions
- Subscribe to a list.
- Unsubscribe from list.
- Assign tag.
- Unassign tag.
- Assign custom field to lead.
- Delete custom field from lead.
- Subscribe to sequence.
- Unsubscribe from sequence.
- Give points.
- Subtract points.
- Grant access to membership.
- Revoke access to membership.
- Register for a webinar.
- Unregister from a webinar.
- Subscribe lead to a calendar.
- Cancel subscription from calendar.
- Refund order.
- Cancel subscription.
You can create automations in the areas mentioned previously or use the “Automations” area to create and manage all your automations.
The area where you create your automations will determine the “If” and “Then” options available.
For example, if you’re creating the automation in “Forms,” the only “If” trigger is “lead fills in the form.
Whereas, if you’re creating your automation in the “Automations” area, you will see a list of all the “If” triggers.
How Do I Create a Kartra Automation?
You can create automations within each area of your Kartra account or use the “Automations” area.
We’ve already looked at the areas in which you can create automations.
Here, we’ll show you how to create and manage your automations in the “Automations” area located under “Communications.”
- Click “Communications” from the dashboard.
- Select the “Communications” tab from the top menu.
- Choose “Automations.”
- Click “+ Automation.”
- Choose the “If” trigger.
You can select any of the options listed in the “If” section above.
For this example, we’ll select “lead subscribes to list.”
- Select the list the user needs to subscribe to in order to trigger the automation.
- Press “Add.”
- Choose the “Then” action.
- Choose the category of the tag.
- Select the tag.
- Click “Add.”
- Click “Save.”
Frequently Asked Questions
Does Kartra Have Automations?
Yes. All Kartra’s plans include Automations.
Why Should I Use Kartra Automations?
Kartra Automations automatically carry out basic tasks, which can save you so much time and make your business more efficient.
Automations can also provide your leads with a seamless experience, as you can create behavior-based communications that send your leads the right messages and offers at the right time.
What Is an “If” and “Then” Automation on Kartra?
The “If” is the trigger that initiates the automation.
The “Then” is the action that is taken once the “If” trigger happens.
For example, “If” a lead completes a survey. “Then,” automatically register the lead for a webinar.
Are Automations Available on All Kartra Plans?
Yes. All Kartra’s plans include automations, and the automations options are the same for each plan.
So, there are no restrictions on the “If” and “Then” triggers and actions you can use and no limit on the number of automations you can create, even on the Starter plan.
