Kartra Features

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Kartra is an all-in-one platform for marketing, sales, and product delivery; therefore, it has many features and tools for customers to generate sales.

Key Takeaways:

  • The platform has website, funnel, marketing, and checkout features
  • Users can also build a membership and course site
  • Kartra can be used for lead generation, physical and digital products, and services
FeatureAvailable on Kartra?
Landing Pages
Email Marketing
Quizzes and Surveys
CRM and Contact Management
Membership Site
Calendar and Scheduling
Affiliate Program
API Access
Free Trial$1 30-Day Trial
Free Plan

Kartra Checkout Feature

Kartra has many powerful features and tools that are designed to increase conversion rates, improve the average order value, and create impressive designs.

Some of the tools they have include:

  • Pricing options
    • One-time
    • Recurring
    • Installments
  • Branded checkout designs
  • One-click transactions
  • Customer tagging and segmentation
  • Order value optimization
    • Upsells
    • Downsells
    • Order bumps

The platform has multiple checkout designs, including single-step and multi-step formats.

The single-step designs have the contact, shipping, and billing information boxes arranged vertically on the page for customers to scroll and complete.

In contrast, the multi-step design has the contact, shipping, and billing information on different pages. After a customer has completed one section, they move to the next page to complete it.

In contrast

Kartra Pages Feature

Kartra has extensive landing page features that let users customize each section to design landing pages, opt-in pages, checkout forms, and product pages.

Some of the page-builder tools:

  • Forms
  • Embedded checkout
  • Component
    • Buttons
    • Headlines
    • Text
    • Images
    • Video
  • Pop-ups
    • Landing
    • Exit
  • Notification bar
  • Responsive design
    • Website
    • Mobile
    • Tablet
  • Layout
    • Column mode
    • Component mode
  • Save as a template
  • Custom CSS
  • SEO
    • Description
    • Title
    • Keywords

Kartra Leads Feature

Kartra has a powerful contact management system, which can be used as a CRM solution.

The Leads feature allows users to review the contact information of a prospective customer as well as access the following information:

  • Lists
  • Emails received
  • Sequences and status within them
  • Memberships enrolled
  • Surveys completed
  • Calendars
  • Orders
  • Helpdesk tickets
  • Internal Notes

These let users gain an in-depth view of the lead and view each interaction they’ve had with their business.

Leads can be added to the system by purchasing a product, completing a form or questionnaire, and by manually uploading or bulk-uploading their details.

Kartra Funnels and Campaigns Feature

Kartra lets users connect their assets to create funnels and campaigns.

For example, a user can start with an opt-in form, then deliver marketing emails to drive customers to a product checkout page.

Kartra uses ‘if’ and ‘then’ logic to create sequences, which means that potential customers can be guided through the funnel to maximize their chances of purchasing.

The platform also has Done-for-You campaigns, which are pre-made funnel and campaign templates for businesses to use. These include the Book Publisher Mode, the Quick Launch Campaign, and Four-Day Cash Machine.

Kartra Funnels and Campaigns Feature

Kartra Email and SMS Feature

Kartra has a native email and SMS tool for users to send broadcasts, create sequences, and set up marketing automation.

A more in-depth look at three campaign types:

  • Broadcasts – Create single messages either using the drag-and-drop editor or by picking one of Kartra’s flows.
  • Sequences – Map out communication flows using tags, time delays, and logic to deliver messages.
  • Automation – Create email and SMS automation using ‘if’ and ‘then’ logic.
Kartra Email and SMS Feature

Kartra Memberships Feature

Kartra lets users create, host, and deliver membership sites on the platform.

Users can also use this feature to sell courses, as they can be hosted within a membership portal.

Other products that can be sold using membership include written content, images, and tutorials.

Kartra Memberships Feature

Kartra customers have a wide range of features to design a membership portal for a business, which includes:

  • Organize the site into categories
  • Announcement bar
  • Posts
  • Host profile
  • Banners
  • Product descriptions and links
  • Featured posts
  • Progress bar
  • Color customization and branding
  • User menu
    • Search
    • Profiles
    • Site map
    • Log out
User menu

Kartra Surveys and Quizzes Feature

The platform’s survey and quiz features can be used as part of a lead generation campaign to segment leads and test learner knowledge.

The tools available to users to create quizzes and surveys include:

  • Multiple question formats
    • Only text
    • Text and image
    • Text and video
  • Anonymous or identified responses
  • Congratulations page redirect
  • Thank You page redirect
  • Optimized
    • Mobile
    • Desktop
    • Tablet
  • Color personalization

Kartra Videos Feature

The platform’s native video tool lets subscribers use videos as part of their courses on their membership sites and pages.

One video feature they have is lead capture, which can embed a form pop-up to capture a lead’s information when they’re watching the content.

Additional video tools:

  • Advanced tagging
  • Mobile optimized
  • Analytics
Kartra Videos Feature

When uploading a video to the platform, users can either upload a single piece of content or use the bulk editor.

The types of content Kartra supports include:

  • MP4
  • MOV
  • M4V
  • FLV

After uploading the video, users can add call-to-action buttons, change the display, and tag leads who have watched the content.


Kartra Helpdesks Feature

Kartra Helpdesks is its native live chat and support feature, enabling businesses to solve real-time customer issues.

Kartra’s Helpdesks has the following tools:

  • Assign Tickets – Businesses can spread out the ticket workload by distributing them to employees.
  • Canned Responses – Create templates for the most commonly asked questions.
  • Frequently Asked Questions – Companies can create a wiki of FAQs for customers to access.
  • Refunds and Cancellations – Support reps can cancel orders and issue refunds within the Helpdesks feature when solving customer issues.
Kartra Helpdesks Feature

Kartra Calendars Feature

The platform’s native calendar feature is perfect for scheduling sales calls, coaching sessions, and live events.

When creating a calendar, users are presented with four options:

  • The Consultant Model – This allows clients to book specific slots in users’ calendars and can be limited by the number of sessions they book.
  • The Recurrent Class Model – Clients who need regular appointments can select their dates and schedule them weekly, bi-weekly, and monthly.
  • Gym Model – The Kartra user can create calendar events for customers to subscribe to, which allows multiple people to sign up and attend.
  • Live Event Model – Subscribers can create an event and set the maximum number of attendees.
Kartra Calendars Feature

Kartra Forms Feature

Kartra’s form feature lets users create basic forms on the platform for prospective leads and customers to enter their information.

Forms that users create on the platform can also be embedded onto other sites by embedding the form code that Kartra provides.

  • Pre-made templates
  • Settings
    • Embed
    • Overlay
    • Fixed width
    • Dynamic width
  • Responsive design
    • Desktop
    • Mobile
    • Tablet
Responsive design

Kartra users can also enable a series of automation events within the builder, including:

  • Assign tags
  • Subscribe to lists
  • Subscribe to sequences
  • Advanced automations
Advanced automations

Kartra Affiliates Feature

To help grow their revenue, Kartra users can create an affiliate program, which gives promoters a commission on every sale they generate.

The platform lets users track all of their affiliates and see the number of product sales they’ve generated, revenue earned, reserved balance, amount due, and paid.

When creating an affiliate program, users can customize tier structures that reward the affiliates with the most sales.

Other tools:

  • Customizable sign-up pages
  • Transaction-based or subscription-based payouts
  • Affiliate portal
  • Flexible commissions
  • Payment milestones
  • Review and approve affiliates
  • Joint venture brokers
  • Custom landing pages
  • PayPal integration
Kartra Affiliates Feature

Kartra Agency Feature

Kartra’s agency feature is for businesses to manage clients’ Kartra accounts in a streamlined way.

The platform’s agency tools include:

  • Centralized Account Dashboard – All client accounts and important statistics are presented in an easy-to-digest way.
  • Two Models – Link existing Kartra accounts or sign up on behalf of clients.
  • Branded – Brand all client communication.
  • Reports – Generate reports that can be sent to clients to review.
  • Co-Manage – Give your clients access to create and edit assets.
Kartra Agency Feature

Kartra Marketplace Feature

Kartra marketplace is a place where users can publish their products. Other Kartra users can then purchase or promote these products and receive an affiliate commission.

Examples of marketplace products include coaching, courses, and training that spans across all niches.

Kartra Marketplace Feature

Within the marketplace, users can also hire experts to help them create Kartra products and assets.

Some services that they advertise:

  • Marketing
  • Web design
  • Paid advertising 
  • Strategy

Kartra Integrations and API Features

Kartra has a range of native integrations that connect it to other third-party platforms, which include payment processors, marketing, and delivery software.

Here are some of the popular integrations:

  • KartraMail
  • aMember
  • Authorize.net
  • Braintree
  • Digital Access Pass
  • Google Calendar
  • Kajabi
  • Mailgun
  • OptimizePress
  • PayPal
  • Zapier

Because Kartra has a native Zapier integration, users can connect to thousands of other third-party platforms.

Kartra Integrations and API Features

The second, more advanced integration feature the platform offers is API access.

This tool can be used by customers who want to integrate their app or have custom requests.

API access

Kartra Analytics Feature

Kartra has great analytics features that can be accessed after selecting an element within the platform.

The elements that analytics are available for:

  • Traffic and Conversion – Landing pages, forms, and video content.
  • Subscription – Number of subscribers and renewal rates.
  • Product – Revenue tracking based on products sold and traffic sources.
  • Email – See open rates, click-through rates, and delivery.
  • Calendar and Helpdesk –  Optimize these by reviewing the time taken to complete appointments and tasks.
Kartra Analytics Feature

Kartra Pricing Plans

Kartra advertises four subscription plans for customers to purchase:

  • The Starter plan – $99 per month
  • The Silver plan – $199 per month
  • The Gold plan – $299 per month
  • The Platinum plan – $499 per month

The primary difference between the plans is each feature’s capacity and monthly usage limits.

The Starter PlanThe Silver PlanThe Gold PlanThe Platinum Plan
Kartra Checkout
Number of Leads2,50012,50025,00050,000
Number of Pages100UnlimitedUnlimitedUnlimited
Funnel Simulator
Number of Emails15,000UnlimitedUnlimitedUnlimited
Membership SiteMax 2UnlimitedUnlimitedUnlimited
Surveys and Quizzes
Video HostingLimited to 50UnlimitedUnlimitedUnlimited
HelpdesksMax 1UnlimitedUnlimitedUnlimited
Integrations and API Access

Bottom Line

Kartra has an impressive range of features and tools for subscribers to sell products, nurture leads, and generate revenue.

Moreover, given the fact that almost all features, albeit in a limited capacity, are available to entry-level subscribers, Kartra is a great platform to get started on.

Frequently Asked Questions

Kartra has a range of features, including a checkout, landing pages, email, memberships, courses, forms, surveys, quizzes, contact management, and integration tools.

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  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

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