Kartra SMS

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Kartra doesn’t offer you the ability to send SMS messages directly on the platform.  However, they allow for two methods of SMS integration, via its API gateway and integration software, such as Zapier, to connect with an SMS message provider

Key Takeaways:

  • Kartra does not have a native SMS feature
  • You can set up SMS via its gateway or by using third-party integration software

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Kartra SMS Features

To send a message, you’ll need to use SMS message software that either directly integrates with Kartra’s API or use web automation software such as Zapier.

The SMS gateway lets you use its API when connecting with Twilio, Plivo, and Nexmo. It will relay the customer information to the SMS software and allow you to send messages to them.

For other SMS providers that don’t integrate directly with the SMS gateway, you’ll have to use a platform such as Zapier.

What Do You Need to Set up SMS Integration?

There are two ways to set up SMS integration: the SMS gateway or an integration tool.

Kartra SMS Gateway 

The platform’s SMS Gateway allows you to integrate Kartra with SMS message software directly.

Currently, it supports the following:

  • Twilio
  • Plivo
  • Nexmo

This is a core feature and is therefore available for all subscription plans.

Kartra Integration

If the SMS message software you’re using isn’t mentioned above, you won’t be able to use Kartra’s SMS Gateway.

Instead, you’ll need to use automation workflow software to connect Kartra with your SMS provider.

This automation provider will relay information to the messaging services and trigger your custom message flows.

Popular automation workflow software:

  • Zapier
  • Integrately

SMS providers:

  • SMS Idea
  • SMS.to
  • SMS by Zapier

Again, integrations are a core Kartra feature and can be used with all subscription plans.

Kartra SMS

How to Set up SMS Messaging in Kartra

Now that we’ve explained the two possible methods for using SMS on the platform, we’ll cover how to set them up.

SMS Gateway

For this example, we will go through the integration using Twilio. 

You can also complete this process with the two other SMS providers. For more information specifically about them, check out the platform’s documentation library.

Kartra SMS
Kartra SMS

How to set up:

  1. Log in to your Kartra account
  2. Navigate to the My Integrations section
  3. Search for Twilio
Kartra SMS
  1. Select the three dots on the right-hand side
Kartra SMS
  1. Click on + New Integration
  2. You’ll then be redirected to the New Gateway form.
  3. Fill out the Gateway Name and Phone number sections, and check The Default SMS Gateway circle
Kartra SMS
  1. To complete the other boxes, you’ll need to get information from Twilio. Open a new tab and navigate to the platform’s dashboard
  2. Once on the Twilio dashboard, you’ll see Project Info, which contains your ACCOUNT SID and AUTH TOKEN. Copy these and add them to your opened Kartra tab in the specified boxes
Kartra SMS
  1. For the phone number you’ve entered, click Test to make sure it’s set up correctly
  2. Once confirmed, click Create on the top right-hand side

Your integration is complete.

Automated Integration Software

The second solution is to link your SMS provider to Kartra using automated flow software such as Zapier.

For this example, we will be connecting SMS with Kartra using Zapier.

Here’s how to set it up:

  1. Log in to your Kartra account
  2. Select the three dots, then click Technical documentation
Kartra SMS
  1. Now select the link, shown on the next page

You’ll be redirected to Zapier, where Kartra will be already set up.

Kartra SMS
  1. Click on the drop-down box and select a trigger event
  2. Then select Continue
  3. You’ll be asked to now enter your Kartra API Key and Password
Kartra SMS
  1. To find this information, go to Kartra and under My Integrations, navigate to API, then My API
Kartra SMS
  1. Copy the API Key and API Password and paste them into Zapier
  2. Then click Yes, Continue
Kartra SMS
  1. Once you’ve finished your preferred opt-in, click Done Editing – you’ll then be able to create an action using the SMS by Zapier App
Kartra SMS
  1. Navigate down to find the SMS by Zapier app and select it
  2. If you want to add an additional filter, you can do it now
  3. Then select Do this… Send SMS
  4. Complete the sections on Choose App & Event (SMS by Zapier) and Choose Account (select the phone number)
  5. Fill out the message that you’d like to send; you can use customer data and any other personalized information from Kartra
  6. Make sure any data that you’ve selected is input correctly using the Find Data section
  7. Click Continue

Your flow will now be set up.

Frequently Asked Questions

You can’t send SMS messages directly on the platform, but they do allow you to connect your account with an SMS provider. Kartra integrates directly with Twilio, Plivo, and Nexmo using its SMS gateway. For other providers, you can use a web automation tool such as Zapier or Integrately to set the messages up.

Yes, Zapier can be used as a web automation tool to link your Kartra and SMS provider accounts together. You can also use SMS by Zapier to deliver these messages. API integrations are a core Kartra feature and are therefore available to all plan subscribers.

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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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